SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,764,967 shares; 2024Q4: 39,195,946 shares; 2025Q1: 40,450,598 shares; 2025Q2: 42,286,978 shares; 2025Q3: 42,168,342 shares 42,168,342 $1.35B 13.58% -118,636 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,745,795 shares; 2024Q4: 31,961,534 shares; 2025Q1: 32,984,784 shares; 2025Q2: 32,992,117 shares; 2025Q3: 34,105,438 shares 34,105,438 $993M 10.02% +1,113,321 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010,040 shares; 2024Q4: 3,625,024 shares; 2025Q1: 2,385,075 shares; 2025Q2: 8,332,294 shares; 2025Q3: 8,480,853 shares 8,480,853 $677M 6.83% +148,559 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 59 shares; 2025Q1: 1,065,658 shares; 2025Q2: 1,065,657 shares; 2025Q3: 1,065,654 shares 1,065,654 $564M 5.69% -3 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459,339 shares; 2024Q4: 4,536,546 shares; 2025Q1: 4,898,706 shares; 2025Q2: 5,903,156 shares; 2025Q3: 5,972,291 shares 5,972,291 $525M 5.3% +69,135 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,135,344 shares; 2024Q4: 8,944,939 shares; 2025Q1: 10,648,826 shares; 2025Q2: 12,129,964 shares; 2025Q3: 12,152,804 shares 12,152,804 $383M 3.87% +22,840 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,266 shares; 2024Q4: 132,362 shares; 2025Q1: 105,867 shares; 2025Q2: 6,470,848 shares; 2025Q3: 6,778,519 shares 6,778,519 $318M 3.21% +307,671 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,001,803 shares; 2024Q4: 8,725,812 shares; 2025Q1: 10,103,795 shares; 2025Q2: 10,349,392 shares; 2025Q3: 10,729,157 shares 10,729,157 $310M 3.13% +379,765 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715,315 shares; 2024Q4: 2,909,578 shares; 2025Q1: 3,043,243 shares; 2025Q2: 3,141,376 shares; 2025Q3: 3,355,023 shares 3,355,023 $262M 2.64% +213,647 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,732 shares; 2024Q4: 515,334 shares; 2025Q1: 530,848 shares; 2025Q2: 548,423 shares; 2025Q3: 488,865 shares 488,865 $234M 2.37% -59,558 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191,019 shares; 2024Q4: 1,134,246 shares; 2025Q1: 1,213,920 shares; 2025Q2: 1,238,954 shares; 2025Q3: 1,170,660 shares 1,170,660 $218M 2.2% -68,294 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 5,844,562 shares; 2025Q3: 5,863,971 shares 5,863,971 $209M 2.11% +19,409 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,969,970 shares; 2024Q4: 4,174,854 shares; 2025Q1: 5,010,439 shares; 2025Q2: 6,462,729 shares; 2025Q3: 6,510,973 shares 6,510,973 $207M 2.09% +48,244 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799,159 shares; 2024Q4: 2,077,677 shares; 2025Q1: 2,277,094 shares; 2025Q2: 2,367,109 shares; 2025Q3: 2,536,417 shares 2,536,417 $203M 2.05% +169,308 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140,123 shares; 2024Q4: 5,717,642 shares; 2025Q1: 6,803,893 shares; 2025Q2: 7,114,951 shares; 2025Q3: 7,479,032 shares 7,479,032 $202M 2.03% +364,081 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,544,982 shares; 2024Q4: 3,651,935 shares; 2025Q1: 3,855,031 shares; 2025Q2: 3,839,198 shares; 2025Q3: 3,999,789 shares 3,999,789 $185M 1.87% +160,591 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773,865 shares; 2024Q4: 753,516 shares; 2025Q1: 802,798 shares; 2025Q2: 611,559 shares; 2025Q3: 604,629 shares 604,629 $180M 1.82% -6,930 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061,231 shares; 2024Q4: 858,328 shares; 2025Q1: 876,639 shares; 2025Q2: 873,500 shares; 2025Q3: 637,311 shares 637,311 $133M 1.34% -236,189 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016,395 shares; 2024Q4: 2,075,364 shares; 2025Q1: 2,208,631 shares; 2025Q2: 2,245,717 shares; 2025Q3: 2,352,657 shares 2,352,657 $121M 1.22% +106,940 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,647,275 shares; 2024Q4: 2,244,748 shares; 2025Q1: 1,809,697 shares; 2025Q2: 1,746,213 shares; 2025Q3: 1,737,750 shares 1,737,750 $94.2M 0.95% -8,463 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 864,660 shares; 2025Q3: 910,254 shares 910,254 $76.6M 0.77% +45,594 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035,106 shares; 2024Q4: 2,001,316 shares; 2025Q1: 2,113,788 shares; 2025Q2: 2,114,862 shares; 2025Q3: 2,095,111 shares 2,095,111 $69.9M 0.71% -19,751 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011,505 shares; 2024Q4: 1,026,193 shares; 2025Q1: 1,038,769 shares; 2025Q2: 1,021,996 shares; 2025Q3: 1,007,227 shares 1,007,227 $68.6M 0.69% -14,769 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786,027 shares; 2024Q4: 813,104 shares; 2025Q1: 857,083 shares; 2025Q2: 879,462 shares; 2025Q3: 909,109 shares 909,109 $60.8M 0.61% +29,647 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,303 shares; 2024Q4: 366,808 shares; 2025Q1: 415,055 shares; 2025Q2: 455,368 shares; 2025Q3: 540,598 shares 540,598 $54.2M 0.55% +85,230 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,512 shares; 2024Q4: 597,905 shares; 2025Q1: 624,302 shares; 2025Q2: 622,577 shares; 2025Q3: 736,985 shares 736,985 $52.6M 0.53% +114,408 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,157,785 shares; 2024Q4: 10,678,258 shares; 2025Q1: 11,415,836 shares; 2025Q2: 1,843,614 shares; 2025Q3: 1,627,775 shares 1,627,775 $51.5M 0.52% -215,839 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051,476 shares; 2024Q4: 1,036,661 shares; 2025Q1: 1,157,170 shares; 2025Q2: 1,160,858 shares; 2025Q3: 1,099,304 shares 1,099,304 $50M 0.51% -61,554 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,636 shares; 2024Q4: 91,047 shares; 2025Q1: 78,002 shares; 2025Q2: 72,972 shares; 2025Q3: 71,635 shares 71,635 $47.9M 0.48% -1,337 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,473 shares; 2024Q4: 206,511 shares; 2025Q1: 230,437 shares; 2025Q2: 188,180 shares; 2025Q3: 187,178 shares 187,178 $47.7M 0.48% -1,002 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,056 shares; 2024Q4: 92,314 shares; 2025Q1: 86,759 shares; 2025Q2: 87,351 shares; 2025Q3: 90,908 shares 90,908 $47.1M 0.48% +3,557 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,951 shares; 2024Q4: 609,009 shares; 2025Q1: 599,698 shares; 2025Q2: 653,467 shares; 2025Q3: 636,206 shares 636,206 $46.7M 0.47% -17,261 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,326 shares; 2024Q4: 962,724 shares; 2025Q1: 975,080 shares; 2025Q2: 865,400 shares; 2025Q3: 892,719 shares 892,719 $44.7M 0.45% +27,319 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,791 shares; 2024Q4: 169,218 shares; 2025Q1: 270,716 shares; 2025Q2: 276,415 shares; 2025Q3: 278,124 shares 278,124 $42.7M 0.43% +1,709 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,904 shares; 2024Q4: 96,721 shares; 2025Q1: 95,430 shares; 2025Q2: 89,333 shares; 2025Q3: 124,700 shares 124,700 $40.9M 0.41% +35,367 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,026 shares; 2024Q4: 62,307 shares; 2025Q1: 63,325 shares; 2025Q2: 65,584 shares; 2025Q3: 65,866 shares 65,866 $40.3M 0.41% +282 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986,075 shares; 2024Q4: 992,877 shares; 2025Q1: 1,016,329 shares; 2025Q2: 1,040,919 shares; 2025Q3: 1,023,495 shares 1,023,495 $37.2M 0.38% -17,424 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807,845 shares; 2024Q4: 815,868 shares; 2025Q1: 1,048,333 shares; 2025Q2: 1,106,184 shares; 2025Q3: 1,128,362 shares 1,128,362 $37.1M 0.37% +22,178 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,797 shares; 2024Q4: 165,645 shares; 2025Q1: 177,439 shares; 2025Q2: 185,548 shares; 2025Q3: 188,160 shares 188,160 $35.1M 0.35% +2,612 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,914 shares; 2024Q4: 273,756 shares; 2025Q1: 274,898 shares; 2025Q2: 277,577 shares; 2025Q3: 265,501 shares 265,501 $31.9M 0.32% -12,076 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,888 shares; 2024Q4: 269,713 shares; 2025Q1: 246,889 shares; 2025Q2: 267,797 shares; 2025Q3: 267,801 shares 267,801 $31.7M 0.32% +4 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,129 shares; 2024Q4: 144,651 shares; 2025Q1: 146,754 shares; 2025Q2: 149,460 shares; 2025Q3: 145,623 shares 145,623 $30.5M 0.31% -3,837 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,332 shares; 2024Q4: 199,625 shares; 2025Q1: 215,556 shares; 2025Q2: 215,884 shares; 2025Q3: 211,004 shares 211,004 $29.1M 0.29% -4,880 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874,620 shares; 2024Q4: 847,448 shares; 2025Q1: 832,928 shares; 2025Q2: 792,365 shares; 2025Q3: 734,033 shares 734,033 $28.3M 0.29% -58,332 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860,647 shares; 2024Q4: 890,831 shares; 2025Q1: 515,700 shares; 2025Q2: 456,605 shares; 2025Q3: 459,742 shares 459,742 $27.6M 0.28% +3,137 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,887 shares; 2024Q4: 320,598 shares; 2025Q1: 622,937 shares; 2025Q2: 590,903 shares; 2025Q3: 571,643 shares 571,643 $25.5M 0.26% -19,260 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,914 shares; 2024Q4: 52,622 shares; 2025Q1: 50,189 shares; 2025Q2: 49,090 shares; 2025Q3: 49,050 shares 49,050 $23M 0.23% -40 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,077 shares; 2024Q4: 299,004 shares; 2025Q1: 298,695 shares; 2025Q2: 447,121 shares; 2025Q3: 460,689 shares 460,689 $21.5M 0.22% +13,568 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,868 shares; 2024Q4: 127,398 shares; 2025Q1: 185,956 shares; 2025Q2: 365,641 shares; 2025Q3: 424,411 shares 424,411 $21.4M 0.22% +58,770 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 8,491 shares; 2025Q1: 12,920 shares; 2025Q2: 171,641 shares; 2025Q3: 184,500 shares 184,500 $19.7M 0.2% +12,859 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,494 shares; 2024Q4: 156,642 shares; 2025Q1: 157,873 shares; 2025Q2: 139,518 shares; 2025Q3: 137,001 shares 137,001 $19.5M 0.2% -2,517 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,743 shares; 2024Q4: 205,178 shares; 2025Q1: 194,614 shares; 2025Q2: 197,096 shares; 2025Q3: 201,813 shares 201,813 $18.8M 0.19% +4,717 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,542 shares; 2024Q4: 47,609 shares; 2025Q1: 50,737 shares; 2025Q2: 49,739 shares; 2025Q3: 55,178 shares 55,178 $18.2M 0.18% +5,439 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,340 shares; 2024Q4: 19,182 shares; 2025Q1: 22,822 shares; 2025Q2: 23,562 shares; 2025Q3: 24,024 shares 24,024 $17.6M 0.18% +462 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,928 shares; 2024Q4: 10,613 shares; 2025Q1: 111,732 shares; 2025Q2: 118,853 shares; 2025Q3: 120,909 shares 120,909 $17M 0.17% +2,056 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,781 shares; 2024Q4: 30,516 shares; 2025Q1: 31,820 shares; 2025Q2: 31,771 shares; 2025Q3: 33,688 shares 33,688 $16.9M 0.17% +1,917 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,426 shares; 2024Q4: 54,232 shares; 2025Q1: 54,238 shares; 2025Q2: 52,987 shares; 2025Q3: 55,055 shares 55,055 $16.7M 0.17% +2,068 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,928 shares; 2024Q4: 139,018 shares; 2025Q1: 141,406 shares; 2025Q2: 140,655 shares; 2025Q3: 148,003 shares 148,003 $16.5M 0.17% +7,348 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,016 shares; 2024Q4: 9,045 shares; 2025Q1: 108,879 shares; 2025Q2: 106,061 shares; 2025Q3: 104,536 shares 104,536 $16.5M 0.17% -1,525 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,794 shares; 2024Q4: 52,579 shares; 2025Q1: 60,032 shares; 2025Q2: 62,113 shares; 2025Q3: 62,535 shares 62,535 $16.3M 0.16% +422 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,170 shares; 2025Q1: 54,074 shares; 2025Q2: 51,588 shares; 2025Q3: 47,613 shares 47,613 $16.2M 0.16% -3,975 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,521 shares; 2024Q4: 49,290 shares; 2025Q1: 61,504 shares; 2025Q2: 69,831 shares; 2025Q3: 72,688 shares 72,688 $16M 0.16% +2,857 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,921 shares; 2024Q4: 208,872 shares; 2025Q1: 223,719 shares; 2025Q2: 212,549 shares; 2025Q3: 212,052 shares 212,052 $15.8M 0.16% -497 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,002 shares; 2024Q4: 98,404 shares; 2025Q1: 95,222 shares; 2025Q2: 90,523 shares; 2025Q3: 88,980 shares 88,980 $15.2M 0.15% -1,543 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,191 shares; 2025Q1: 203,157 shares; 2025Q2: 206,507 shares; 2025Q3: 202,410 shares 202,410 $14.9M 0.15% -4,097 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,537 shares; 2024Q4: 121,200 shares; 2025Q1: 135,571 shares; 2025Q2: 143,261 shares; 2025Q3: 140,022 shares 140,022 $14.4M 0.15% -3,239 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,279 shares; 2024Q4: 57,461 shares; 2025Q1: 56,501 shares; 2025Q2: 57,958 shares; 2025Q3: 58,721 shares 58,721 $14.3M 0.14% +763 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,661 shares; 2024Q4: 47,876 shares; 2025Q1: 47,955 shares; 2025Q2: 50,526 shares; 2025Q3: 51,565 shares 51,565 $14.1M 0.14% +1,039 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,752 shares; 2024Q4: 52,441 shares; 2025Q1: 47,583 shares; 2025Q2: 49,654 shares; 2025Q3: 56,384 shares 56,384 $13.7M 0.14% +6,730 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 2,922 shares; 2025Q1: 122,065 shares; 2025Q2: 125,616 shares; 2025Q3: 129,086 shares 129,086 $13.6M 0.14% +3,470 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,741 shares; 2024Q4: 22,162 shares; 2025Q1: 22,031 shares; 2025Q2: 22,530 shares; 2025Q3: 22,231 shares 22,231 $13.3M 0.13% -299 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,336 shares; 2024Q4: 97,178 shares; 2025Q1: 113,674 shares; 2025Q2: 135,004 shares; 2025Q3: 144,383 shares 144,383 $13M 0.13% +9,379 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,300 shares; 2024Q4: 36,442 shares; 2025Q1: 36,502 shares; 2025Q2: 36,772 shares; 2025Q3: 37,855 shares 37,855 $12.9M 0.13% +1,083 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,061 shares; 2025Q1: 408,003 shares; 2025Q2: 418,183 shares; 2025Q3: 473,548 shares 473,548 $12.8M 0.13% +55,365 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,219 shares; 2024Q4: 425,557 shares; 2025Q1: 464,889 shares; 2025Q2: 459,709 shares; 2025Q3: 498,526 shares 498,526 $12.3M 0.12% +38,817 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,550 shares; 2024Q4: 18,133 shares; 2025Q1: 18,138 shares; 2025Q2: 18,341 shares; 2025Q3: 18,341 shares 18,341 $12.2M 0.12% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,542 shares; 2024Q4: 146,496 shares; 2025Q1: 155,454 shares; 2025Q2: 165,012 shares; 2025Q3: 169,780 shares 169,780 $11.2M 0.11% +4,768 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,332 shares; 2024Q4: 11,474 shares; 2025Q1: 19,034 shares; 2025Q2: 23,741 shares; 2025Q3: 23,744 shares 23,744 $10.6M 0.11% +3 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares 14 $10.6M 0.11% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,854 shares; 2024Q4: 200,119 shares; 2025Q1: 184,625 shares; 2025Q2: 108,051 shares; 2025Q3: 99,039 shares 99,039 $10.5M 0.11% -9,012 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,927 shares; 2024Q4: 56,104 shares; 2025Q1: 52,917 shares; 2025Q2: 51,645 shares; 2025Q3: 51,437 shares 51,437 $10.5M 0.11% -208 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,399 shares; 2024Q4: 219,452 shares; 2025Q1: 270,619 shares; 2025Q2: 195,912 shares; 2025Q3: 179,536 shares 179,536 $10.5M 0.11% -16,376 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,293 shares; 2024Q4: 93,974 shares; 2025Q1: 93,859 shares; 2025Q2: 88,443 shares; 2025Q3: 91,943 shares 91,943 $10.4M 0.1% +3,500 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,762 shares; 2024Q4: 183,380 shares; 2025Q1: 184,643 shares; 2025Q2: 206,916 shares; 2025Q3: 215,078 shares 215,078 $10.3M 0.1% +8,162 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,541 shares; 2024Q4: 111,679 shares; 2025Q1: 114,057 shares; 2025Q2: 113,636 shares; 2025Q3: 114,200 shares 114,200 $9.97M 0.1% +564 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,585 shares; 2024Q4: 117,607 shares; 2025Q1: 119,355 shares; 2025Q2: 107,602 shares; 2025Q3: 101,598 shares 101,598 $9.58M 0.1% -6,004 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137,122 shares; 2024Q4: 7,503,591 shares; 2025Q1: 10,139,173 shares; 2025Q2: 192,661 shares; 2025Q3: 185,951 shares 185,951 $9.26M 0.09% -6,710 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,168 shares; 2024Q4: 11,956 shares; 2025Q1: 12,474 shares; 2025Q2: 19,450 shares; 2025Q3: 19,190 shares 19,190 $9.16M 0.09% -260 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,131 shares; 2024Q4: 171,640 shares; 2025Q1: 176,778 shares; 2025Q2: 176,310 shares; 2025Q3: 182,189 shares 182,189 $8.46M 0.09% +5,879 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978,541 shares; 2024Q4: 405,058 shares; 2025Q1: 146,706 shares; 2025Q2: 136,415 shares; 2025Q3: 147,016 shares 147,016 $8.36M 0.08% +10,601 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,784 shares; 2024Q4: 29,734 shares; 2025Q1: 30,378 shares; 2025Q2: 33,531 shares; 2025Q3: 34,888 shares 34,888 $8.08M 0.08% +1,357 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,358 shares; 2024Q4: 93,964 shares; 2025Q1: 89,052 shares; 2025Q2: 87,666 shares; 2025Q3: 86,248 shares 86,248 $7.65M 0.08% -1,418 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,003 shares; 2024Q4: 283,922 shares; 2025Q1: 286,695 shares; 2025Q2: 289,129 shares; 2025Q3: 298,939 shares 298,939 $7.53M 0.08% +9,810 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,110 shares; 2024Q4: 59,030 shares; 2025Q1: 163,935 shares; 2025Q2: 163,359 shares; 2025Q3: 160,590 shares 160,590 $7.41M 0.07% -2,769 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,788 shares; 2024Q4: 24,925 shares; 2025Q1: 26,607 shares; 2025Q2: 25,751 shares; 2025Q3: 26,158 shares 26,158 $7.36M 0.07% +407 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,659 shares; 2024Q4: 20,653 shares; 2025Q1: 20,592 shares; 2025Q2: 20,377 shares; 2025Q3: 19,814 shares 19,814 $7.24M 0.07% -563 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,687 shares; 2024Q4: 7,266 shares; 2025Q1: 7,690 shares; 2025Q2: 7,517 shares; 2025Q3: 7,810 shares 7,810 $7.23M 0.07% +293 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,407 shares; 2024Q4: 74,568 shares; 2025Q1: 74,813 shares; 2025Q2: 74,791 shares; 2025Q3: 75,597 shares 75,597 $7.19M 0.07% +806 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,330 shares; 2024Q4: 325,684 shares; 2025Q1: 297,750 shares; 2025Q2: 275,685 shares; 2025Q3: 118,739 shares 118,739 $7.11M 0.07% -156,946 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,529 shares; 2024Q4: 131,844 shares; 2025Q1: 36,401 shares; 2025Q2: 36,854 shares; 2025Q3: 37,203 shares 37,203 $6.9M 0.07% +349 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,373 shares; 2024Q4: 133,121 shares; 2025Q1: 138,256 shares; 2025Q2: 139,195 shares; 2025Q3: 143,965 shares 143,965 $6.85M 0.07% +4,770 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,957 shares; 2024Q4: 18,213 shares; 2025Q1: 20,918 shares; 2025Q2: 20,997 shares; 2025Q3: 21,430 shares 21,430 $6.76M 0.07% +433 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,093 shares; 2024Q4: 145,933 shares; 2025Q1: 134,534 shares; 2025Q2: 156,472 shares; 2025Q3: 155,558 shares 155,558 $6.75M 0.07% -914 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,680 shares; 2024Q4: 11,792 shares; 2025Q1: 11,777 shares; 2025Q2: 11,500 shares; 2025Q3: 11,688 shares 11,688 $6.65M 0.07% +188 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 460,000 shares 460,000 $6.53M 0.07% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,823 shares; 2024Q4: 302,278 shares; 2025Q1: 244,868 shares; 2025Q2: 231,661 shares; 2025Q3: 230,841 shares 230,841 $6.44M 0.07% -820 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 209 shares; 2025Q1: 1,096 shares; 2025Q2: not reported; 2025Q3: 66,628 shares 66,628 $6.43M 0.06% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,630 shares; 2024Q4: 33,473 shares; 2025Q1: 45,967 shares; 2025Q2: 54,363 shares; 2025Q3: 76,195 shares 76,195 $6.42M 0.06% +21,832 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,602 shares; 2025Q1: 4,781 shares; 2025Q2: 5,245 shares; 2025Q3: 5,305 shares 5,305 $6.36M 0.06% +60 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,724 shares; 2024Q4: 51,784 shares; 2025Q1: 47,896 shares; 2025Q2: 46,313 shares; 2025Q3: 15,526 shares 15,526 $6.25M 0.06% -30,787 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,432 shares; 2024Q4: 17,033 shares; 2025Q1: 15,927 shares; 2025Q2: 15,191 shares; 2025Q3: 15,417 shares 15,417 $6.25M 0.06% +226 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,987 shares; 2024Q4: 7,392 shares; 2025Q1: 8,374 shares; 2025Q2: 7,770 shares; 2025Q3: 7,845 shares 7,845 $5.99M 0.06% +75 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,947 shares; 2024Q4: 217,898 shares; 2025Q1: 220,880 shares; 2025Q2: 207,535 shares; 2025Q3: 183,431 shares 183,431 $5.76M 0.06% -24,104 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,985 shares; 2025Q2: 44,043 shares; 2025Q3: 42,309 shares 42,309 $5.67M 0.06% -1,734 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,786 shares; 2024Q4: 18,786 shares; 2025Q1: 19,736 shares; 2025Q2: 19,229 shares; 2025Q3: 19,244 shares 19,244 $5.65M 0.06% +15 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,322 shares; 2024Q4: 179,129 shares; 2025Q1: 168,555 shares; 2025Q2: 126,439 shares; 2025Q3: 122,909 shares 122,909 $5.6M 0.06% -3,530 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,526 shares; 2024Q4: 49,103 shares; 2025Q1: 50,393 shares; 2025Q2: 49,145 shares; 2025Q3: 53,517 shares 53,517 $5.52M 0.06% +4,372 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,975 shares; 2024Q4: 7,411 shares; 2025Q1: 7,216 shares; 2025Q2: 7,242 shares; 2025Q3: 7,333 shares 7,333 $5.48M 0.06% +91 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,250 shares; 2024Q4: 23,011 shares; 2025Q1: 25,127 shares; 2025Q2: 24,447 shares; 2025Q3: 17,730 shares 17,730 $5.46M 0.06% -6,717 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,289 shares; 2024Q4: 18,060 shares; 2025Q1: 17,969 shares; 2025Q2: 18,363 shares; 2025Q3: 17,992 shares 17,992 $5.41M 0.05% -371 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,446 shares; 2024Q4: 37,446 shares; 2025Q1: 37,439 shares; 2025Q2: 37,415 shares; 2025Q3: 37,479 shares 37,479 $5.23M 0.05% +64 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,147 shares; 2024Q4: 17,433 shares; 2025Q1: 18,059 shares; 2025Q2: 17,829 shares; 2025Q3: 17,732 shares 17,732 $5.21M 0.05% -97 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,678 shares; 2024Q4: 64,681 shares; 2025Q1: 62,635 shares; 2025Q2: 60,567 shares; 2025Q3: 23,655 shares 23,655 $5.1M 0.05% -36,912 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,884 shares; 2024Q4: 57,499 shares; 2025Q1: 45,332 shares; 2025Q2: 42,356 shares; 2025Q3: 42,060 shares 42,060 $5M 0.05% -296 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,137 shares; 2024Q4: 34,413 shares; 2025Q1: 21,973 shares; 2025Q2: 25,596 shares; 2025Q3: 36,846 shares 36,846 $4.94M 0.05% +11,250 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,390 shares; 2024Q4: 109,422 shares; 2025Q1: 107,673 shares; 2025Q2: 109,605 shares; 2025Q3: 109,392 shares 109,392 $4.93M 0.05% -213 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,549 shares; 2025Q3: 111,669 shares 111,669 $4.77M 0.05% +12,120 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,144 shares; 2024Q4: 33,330 shares; 2025Q1: 44,218 shares; 2025Q2: 39,046 shares; 2025Q3: 39,001 shares 39,001 $4.71M 0.05% -45 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,029 shares; 2024Q4: 103,045 shares; 2025Q1: 76,399 shares; 2025Q2: 71,231 shares; 2025Q3: 71,423 shares 71,423 $4.66M 0.05% +192 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,456 shares; 2024Q4: 61,475 shares; 2025Q1: 14,557 shares; 2025Q2: 14,335 shares; 2025Q3: 15,336 shares 15,336 $4.5M 0.05% +1,001 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,433 shares; 2024Q4: 17,369 shares; 2025Q1: 17,512 shares; 2025Q2: 17,820 shares; 2025Q3: 17,083 shares 17,083 $4.34M 0.04% -737 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,279 shares; 2024Q4: 64,700 shares; 2025Q1: 59,934 shares; 2025Q2: 59,009 shares; 2025Q3: 58,530 shares 58,530 $4.32M 0.04% -479 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,537 shares; 2024Q4: 204,581 shares; 2025Q1: 201,931 shares; 2025Q2: 187,833 shares; 2025Q3: 186,737 shares 186,737 $4.32M 0.04% -1,096 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,726 shares; 2024Q4: 10,305 shares; 2025Q1: 19,413 shares; 2025Q2: 21,028 shares; 2025Q3: 21,043 shares 21,043 $4.31M 0.04% +15 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,825 shares; 2024Q4: 66,906 shares; 2025Q1: 66,895 shares; 2025Q2: 66,895 shares; 2025Q3: 66,931 shares 66,931 $4.27M 0.04% +36 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,787 shares; 2024Q4: 15,666 shares; 2025Q1: 16,213 shares; 2025Q2: 16,224 shares; 2025Q3: 44,852 shares 44,852 $4.19M 0.04% +28,628 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 5,981 shares; 2025Q1: 12,340 shares; 2025Q2: 11,975 shares; 2025Q3: 16,840 shares 16,840 $4.16M 0.04% +4,865 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,640 shares; 2024Q4: 177,211 shares; 2025Q1: 185,369 shares; 2025Q2: 154,483 shares; 2025Q3: 162,586 shares 162,586 $4.12M 0.04% +8,103 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,480 shares; 2025Q3: 80,996 shares 80,996 $4.02M 0.04% +3,516 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 3,056 shares; 2025Q1: 5,761 shares; 2025Q2: 5,604 shares; 2025Q3: 5,737 shares 5,737 $3.92M 0.04% +133 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,842 shares; 2024Q4: 93,264 shares; 2025Q1: 94,928 shares; 2025Q2: 83,246 shares; 2025Q3: 79,676 shares 79,676 $3.89M 0.04% -3,570 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,854 shares; 2024Q4: 5,761 shares; 2025Q1: 7,981 shares; 2025Q2: 9,305 shares; 2025Q3: 11,551 shares 11,551 $3.84M 0.04% +2,246 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,046 shares; 2024Q4: 29,667 shares; 2025Q1: 41,583 shares; 2025Q2: 53,181 shares; 2025Q3: 51,994 shares 51,994 $3.82M 0.04% -1,187 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,156 shares; 2024Q4: 71,533 shares; 2025Q1: 69,176 shares; 2025Q2: 67,298 shares; 2025Q3: 18,527 shares 18,527 $3.7M 0.04% -48,771 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,824 shares; 2024Q4: 8,733 shares; 2025Q1: 9,240 shares; 2025Q2: 8,868 shares; 2025Q3: 10,434 shares 10,434 $3.68M 0.04% +1,566 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,716 shares; 2024Q4: 25,719 shares; 2025Q1: 42,440 shares; 2025Q2: 41,560 shares; 2025Q3: 42,873 shares 42,873 $3.6M 0.04% +1,313 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,283 shares; 2024Q4: 19,468 shares; 2025Q1: 23,384 shares; 2025Q2: 24,358 shares; 2025Q3: 17,938 shares 17,938 $3.49M 0.04% -6,420 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: 10,211 shares; 2025Q1: 22,665 shares; 2025Q2: 22,184 shares; 2025Q3: 23,709 shares 23,709 $3.43M 0.03% +1,525 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,549 shares; 2024Q4: 46,534 shares; 2025Q1: 37,936 shares; 2025Q2: 37,891 shares; 2025Q3: 37,891 shares 37,891 $3.41M 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 9,547 shares; 2025Q1: 14,538 shares; 2025Q2: 15,799 shares; 2025Q3: 16,457 shares 16,457 $3.4M 0.03% +658 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,901 shares; 2024Q4: 26,616 shares; 2025Q1: 34,991 shares; 2025Q2: 35,033 shares; 2025Q3: 35,033 shares 35,033 $3.38M 0.03% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,981 shares; 2024Q4: 60,350 shares; 2025Q1: 47,482 shares; 2025Q2: 44,765 shares; 2025Q3: 48,450 shares 48,450 $3.31M 0.03% +3,685 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,182 shares; 2025Q1: 43,801 shares; 2025Q2: 43,826 shares; 2025Q3: 44,785 shares 44,785 $3.22M 0.03% +959 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,066 shares; 2024Q4: 24,487 shares; 2025Q1: 16,388 shares; 2025Q2: 15,238 shares; 2025Q3: 20,273 shares 20,273 $3.15M 0.03% +5,035 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,804 shares; 2024Q4: 81,513 shares; 2025Q1: 79,913 shares; 2025Q2: 72,714 shares; 2025Q3: 72,063 shares 72,063 $3.1M 0.03% -651 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,301 shares; 2024Q4: 29,102 shares; 2025Q1: 43,734 shares; 2025Q2: 45,308 shares; 2025Q3: 44,385 shares 44,385 $3.04M 0.03% -923 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,080 shares; 2025Q1: 3,367 shares; 2025Q2: 3,329 shares; 2025Q3: 3,291 shares 3,291 $3.03M 0.03% -38 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,447 shares; 2024Q4: 27,865 shares; 2025Q1: 37,264 shares; 2025Q2: 40,354 shares; 2025Q3: 50,725 shares 50,725 $3M 0.03% +10,371 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,384 shares; 2024Q4: 27,452 shares; 2025Q1: 27,134 shares; 2025Q2: 26,824 shares; 2025Q3: 21,444 shares 21,444 $2.95M 0.03% -5,380 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,797 shares; 2024Q4: 26,620 shares; 2025Q1: 25,244 shares; 2025Q2: 29,551 shares; 2025Q3: 35,208 shares 35,208 $2.94M 0.03% +5,657 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,900 shares; 2024Q4: 93,801 shares; 2025Q1: 93,551 shares; 2025Q2: 93,550 shares; 2025Q3: 93,551 shares 93,551 $2.92M 0.03% +1 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,230 shares; 2024Q4: 30,012 shares; 2025Q1: 40,246 shares; 2025Q2: 42,254 shares; 2025Q3: 41,606 shares 41,606 $2.9M 0.03% -648 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 890 shares; 2025Q1: 8,319 shares; 2025Q2: 15,055 shares; 2025Q3: 15,690 shares 15,690 $2.86M 0.03% +635 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,706 shares; 2024Q4: 22,723 shares; 2025Q1: 22,778 shares; 2025Q2: 22,896 shares; 2025Q3: 23,059 shares 23,059 $2.85M 0.03% +163 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,818 shares; 2024Q4: 34,384 shares; 2025Q1: 34,350 shares; 2025Q2: 34,350 shares; 2025Q3: 34,350 shares 34,350 $2.84M 0.03% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,667 shares; 2024Q4: 33,223 shares; 2025Q1: 32,283 shares; 2025Q2: 32,075 shares; 2025Q3: 32,075 shares 32,075 $2.79M 0.03% 0 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,619 shares; 2025Q2: 56,673 shares; 2025Q3: 55,273 shares 55,273 $2.78M 0.03% -1,400 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,153 shares; 2024Q4: 12,801 shares; 2025Q1: 15,465 shares; 2025Q2: 17,739 shares; 2025Q3: 17,075 shares 17,075 $2.77M 0.03% -664 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,765 shares; 2024Q4: 61,102 shares; 2025Q1: 39,678 shares; 2025Q2: 44,246 shares; 2025Q3: 40,722 shares 40,722 $2.7M 0.03% -3,524 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,793 shares; 2024Q4: 111,821 shares; 2025Q1: 94,472 shares; 2025Q2: 91,242 shares; 2025Q3: 91,104 shares 91,104 $2.7M 0.03% -138 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,891 shares; 2024Q4: 46,197 shares; 2025Q1: 83,381 shares; 2025Q2: 92,353 shares; 2025Q3: 94,582 shares 94,582 $2.67M 0.03% +2,229 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,986 shares; 2024Q4: 64,098 shares; 2025Q1: 11,402 shares; 2025Q2: 10,924 shares; 2025Q3: 10,601 shares 10,601 $2.66M 0.03% -323 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,583 shares; 2024Q4: 13,378 shares; 2025Q1: 14,880 shares; 2025Q2: 14,960 shares; 2025Q3: 15,814 shares 15,814 $2.65M 0.03% +854 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,991,241 shares; 2024Q4: 9,566,735 shares; 2025Q1: 10,133,769 shares; 2025Q2: 103,235 shares; 2025Q3: 91,933 shares 91,933 $2.55M 0.03% -11,302 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,084 shares; 2024Q4: 8,793 shares; 2025Q1: 22,703 shares; 2025Q2: 25,815 shares; 2025Q3: 26,792 shares 26,792 $2.54M 0.03% +977 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,426 shares; 2025Q1: 10,235 shares; 2025Q2: 9,912 shares; 2025Q3: 10,638 shares 10,638 $2.52M 0.03% +726 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,845 shares; 2024Q4: 15,757 shares; 2025Q1: 17,283 shares; 2025Q2: 30,109 shares; 2025Q3: 34,639 shares 34,639 $2.52M 0.03% +4,530 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,515 shares; 2024Q4: 122,754 shares; 2025Q1: 103,073 shares; 2025Q2: 100,816 shares; 2025Q3: 97,528 shares 97,528 $2.51M 0.03% -3,288 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,179 shares; 2024Q4: 39,765 shares; 2025Q1: 38,126 shares; 2025Q2: 37,805 shares; 2025Q3: 37,520 shares 37,520 $2.5M 0.03% -285 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,296 shares; 2025Q1: 4,549 shares; 2025Q2: 4,505 shares; 2025Q3: 4,973 shares 4,973 $2.48M 0.03% +468 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,150 shares; 2025Q3: 37,871 shares 37,871 $2.43M 0.02% +1,721 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,181 shares; 2024Q4: 4,782 shares; 2025Q1: 4,779 shares; 2025Q2: 4,972 shares; 2025Q3: 4,980 shares 4,980 $2.42M 0.02% +8 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 5,989 shares; 2025Q1: 6,376 shares; 2025Q2: 6,818 shares; 2025Q3: 6,651 shares 6,651 $2.34M 0.02% -167 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 5,860 shares; 2025Q1: 6,106 shares; 2025Q2: 6,060 shares; 2025Q3: 6,305 shares 6,305 $2.33M 0.02% +245 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,618 shares; 2024Q4: 41,000 shares; 2025Q1: 22,443 shares; 2025Q2: 22,842 shares; 2025Q3: 24,495 shares 24,495 $2.32M 0.02% +1,653 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276,844 shares; 2024Q4: 1,328,080 shares; 2025Q1: 1,407,987 shares; 2025Q2: 52,112 shares; 2025Q3: 44,248 shares 44,248 $2.31M 0.02% -7,864 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,391 shares; 2024Q4: 27,418 shares; 2025Q1: 27,100 shares; 2025Q2: 27,100 shares; 2025Q3: 27,126 shares 27,126 $2.3M 0.02% +26 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 5,599 shares; 2025Q1: 6,072 shares; 2025Q2: 6,388 shares; 2025Q3: 6,896 shares 6,896 $2.29M 0.02% +508 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,254 shares; 2025Q1: 7,792 shares; 2025Q2: 7,449 shares; 2025Q3: 7,917 shares 7,917 $2.23M 0.02% +468 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,554 shares; 2024Q4: 555,554 shares; 2025Q1: 596,240 shares; 2025Q2: 88,083 shares; 2025Q3: 85,921 shares 85,921 $2.14M 0.02% -2,162 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,444 shares; 2025Q2: 14,954 shares; 2025Q3: 14,694 shares 14,694 $2.14M 0.02% -260 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,237 shares; 2025Q1: 12,743 shares; 2025Q2: 13,180 shares; 2025Q3: 13,729 shares 13,729 $2.13M 0.02% +549 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,649 shares; 2025Q1: 1,608 shares; 2025Q2: 1,949 shares; 2025Q3: 1,974 shares 1,974 $2.13M 0.02% +25 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 786 shares; 2025Q1: 3,430 shares; 2025Q2: 3,752 shares; 2025Q3: 2,962 shares 2,962 $2.13M 0.02% -790 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,738 shares; 2025Q1: 2,741 shares; 2025Q2: 2,775 shares; 2025Q3: 2,771 shares 2,771 $2.1M 0.02% -4 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,134 shares; 2024Q4: 20,744 shares; 2025Q1: 23,424 shares; 2025Q2: 22,782 shares; 2025Q3: 24,760 shares 24,760 $2.08M 0.02% +1,978 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: 11,326 shares; 2025Q1: 12,130 shares; 2025Q2: 12,777 shares; 2025Q3: 12,906 shares 12,906 $2.05M 0.02% +129 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,261 shares; 2024Q4: 17,261 shares; 2025Q1: 16,415 shares; 2025Q2: 17,252 shares; 2025Q3: 17,037 shares 17,037 $1.99M 0.02% -215 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,591 shares; 2024Q4: 12,777 shares; 2025Q1: 15,486 shares; 2025Q2: 16,861 shares; 2025Q3: 17,689 shares 17,689 $1.96M 0.02% +828 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,571 shares; 2025Q2: 1,623 shares; 2025Q3: 1,671 shares 1,671 $1.95M 0.02% +48 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 2,253 shares; 2025Q1: 2,671 shares; 2025Q2: 2,765 shares; 2025Q3: 3,153 shares 3,153 $1.94M 0.02% +388 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,694 shares; 2024Q4: 21,910 shares; 2025Q1: 20,979 shares; 2025Q2: 30,703 shares; 2025Q3: 28,023 shares 28,023 $1.9M 0.02% -2,680 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,571 shares; 2024Q4: 6,583 shares; 2025Q1: 6,713 shares; 2025Q2: 6,746 shares; 2025Q3: 6,692 shares 6,692 $1.89M 0.02% -54 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,406 shares; 2024Q4: 40,835 shares; 2025Q1: 38,244 shares; 2025Q2: 35,811 shares; 2025Q3: 34,865 shares 34,865 $1.86M 0.02% -946 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,740 shares; 2024Q4: 35,135 shares; 2025Q1: 37,717 shares; 2025Q2: 35,370 shares; 2025Q3: 35,940 shares 35,940 $1.85M 0.02% +570 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 4,629 shares; 2025Q1: 4,690 shares; 2025Q2: 4,762 shares; 2025Q3: 4,885 shares 4,885 $1.83M 0.02% +123 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,323 shares; 2024Q4: 9,073 shares; 2025Q1: 8,871 shares; 2025Q2: 8,565 shares; 2025Q3: 8,616 shares 8,616 $1.81M 0.02% +51 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,582 shares; 2024Q4: 46,462 shares; 2025Q1: 50,109 shares; 2025Q2: 36,938 shares; 2025Q3: 37,770 shares 37,770 $1.81M 0.02% +832 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,348 shares; 2024Q4: 10,632 shares; 2025Q1: 14,559 shares; 2025Q2: 11,908 shares; 2025Q3: 11,152 shares 11,152 $1.8M 0.02% -756 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 12,198 shares; 2025Q1: 12,596 shares; 2025Q2: 12,794 shares; 2025Q3: 12,652 shares 12,652 $1.78M 0.02% -142 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,598 shares; 2024Q4: 10,476 shares; 2025Q1: 10,879 shares; 2025Q2: 10,968 shares; 2025Q3: 10,160 shares 10,160 $1.77M 0.02% -808 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 5,980 shares; 2025Q1: 13,583 shares; 2025Q2: 13,604 shares; 2025Q3: 14,210 shares 14,210 $1.76M 0.02% +606 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 5,880 shares; 2025Q1: 6,567 shares; 2025Q2: 6,219 shares; 2025Q3: 6,295 shares 6,295 $1.76M 0.02% +76 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 9,319 shares; 2025Q1: 10,253 shares; 2025Q2: 10,035 shares; 2025Q3: 10,209 shares 10,209 $1.74M 0.02% +174 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,367 shares; 2024Q4: 74,487 shares; 2025Q1: 68,405 shares; 2025Q2: 60,938 shares; 2025Q3: 60,750 shares 60,750 $1.73M 0.02% -188 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 8,634 shares; 2025Q1: 8,241 shares; 2025Q2: 8,057 shares; 2025Q3: 6,963 shares 6,963 $1.72M 0.02% -1,094 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,579 shares; 2024Q4: 6,561 shares; 2025Q1: 8,539 shares; 2025Q2: 7,252 shares; 2025Q3: 7,271 shares 7,271 $1.72M 0.02% +19 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 3,887 shares; 2025Q1: 4,146 shares; 2025Q2: 4,316 shares; 2025Q3: 4,339 shares 4,339 $1.7M 0.02% +23 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,076 shares; 2024Q4: 32,076 shares; 2025Q1: 32,076 shares; 2025Q2: 32,076 shares; 2025Q3: 32,076 shares 32,076 $1.68M 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 7,527 shares; 2025Q1: 7,246 shares; 2025Q2: 7,012 shares; 2025Q3: 6,932 shares 6,932 $1.68M 0.02% -80 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,453 shares; 2024Q4: 26,025 shares; 2025Q1: 23,678 shares; 2025Q2: 21,846 shares; 2025Q3: 21,105 shares 21,105 $1.68M 0.02% -741 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,128 shares; 2024Q4: 12,128 shares; 2025Q1: 12,083 shares; 2025Q2: 22,664 shares; 2025Q3: 22,664 shares 22,664 $1.66M 0.02% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,036 shares; 2024Q4: 28,224 shares; 2025Q1: 25,784 shares; 2025Q2: 25,303 shares; 2025Q3: 24,935 shares 24,935 $1.64M 0.02% -368 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,226 shares; 2024Q4: 5,231 shares; 2025Q1: 5,280 shares; 2025Q2: 5,140 shares; 2025Q3: 5,127 shares 5,127 $1.64M 0.02% -13 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 4,958 shares; 2025Q1: 5,894 shares; 2025Q2: 6,016 shares; 2025Q3: 5,782 shares 5,782 $1.63M 0.02% -234 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 5,328 shares; 2025Q1: 10,199 shares; 2025Q2: 11,989 shares; 2025Q3: 16,002 shares 16,002 $1.61M 0.02% +4,013 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,663 shares; 2024Q4: 48,377 shares; 2025Q1: 44,960 shares; 2025Q2: 44,197 shares; 2025Q3: 43,299 shares 43,299 $1.59M 0.02% -898 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 7,149 shares; 2025Q1: 8,434 shares; 2025Q2: 8,420 shares; 2025Q3: 8,265 shares 8,265 $1.57M 0.02% -155 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,269 shares; 2024Q4: 25,225 shares; 2025Q1: 20,655 shares; 2025Q2: 20,688 shares; 2025Q3: 13,704 shares 13,704 $1.56M 0.02% -6,984 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,644 shares; 2025Q1: 4,317 shares; 2025Q2: 4,405 shares; 2025Q3: 4,588 shares 4,588 $1.51M 0.02% +183 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 6,857 shares; 2025Q1: 13,588 shares; 2025Q2: 13,515 shares; 2025Q3: 13,399 shares 13,399 $1.49M 0.02% -116 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 2,356 shares; 2025Q1: 3,519 shares; 2025Q2: 5,048 shares; 2025Q3: 5,267 shares 5,267 $1.48M 0.01% +219 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 2,150 shares; 2025Q1: 8,237 shares; 2025Q2: 9,817 shares; 2025Q3: 24,782 shares 24,782 $1.46M 0.01% +14,965 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,820 shares; 2024Q4: 10,994 shares; 2025Q1: 13,042 shares; 2025Q2: 11,876 shares; 2025Q3: 12,679 shares 12,679 $1.45M 0.01% +803 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,296 shares; 2024Q4: 28,054 shares; 2025Q1: 26,680 shares; 2025Q2: 26,221 shares; 2025Q3: 26,773 shares 26,773 $1.4M 0.01% +552 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 5,268 shares; 2025Q1: 6,305 shares; 2025Q2: 7,107 shares; 2025Q3: 6,826 shares 6,826 $1.39M 0.01% -281 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 7,423 shares; 2025Q1: 7,398 shares; 2025Q2: 7,124 shares; 2025Q3: 6,913 shares 6,913 $1.36M 0.01% -211 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,232 shares; 2025Q1: 3,214 shares; 2025Q2: 3,206 shares; 2025Q3: 3,196 shares 3,196 $1.35M 0.01% -10 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 2,560 shares; 2025Q3: 2,732 shares 2,732 $1.35M 0.01% +172 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 5,319 shares; 2025Q1: 4,498 shares; 2025Q2: 3,892 shares; 2025Q3: 3,892 shares 3,892 $1.34M 0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,268 shares; 2024Q4: 28,382 shares; 2025Q1: 28,331 shares; 2025Q2: 27,932 shares; 2025Q3: 27,932 shares 27,932 $1.33M 0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,803 shares; 2024Q4: 35,793 shares; 2025Q1: 35,750 shares; 2025Q2: 35,750 shares; 2025Q3: 35,771 shares 35,771 $1.33M 0.01% +21 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 608 shares; 2025Q1: 636 shares; 2025Q2: 9,974 shares; 2025Q3: 6,639 shares 6,639 $1.33M 0.01% -3,335 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,524 shares; 2024Q4: 7,480 shares; 2025Q1: 6,636 shares; 2025Q2: 6,925 shares; 2025Q3: 6,826 shares 6,826 $1.32M 0.01% -99 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,538 shares; 2024Q4: 7,589 shares; 2025Q1: 7,911 shares; 2025Q2: 7,811 shares; 2025Q3: 10,234 shares 10,234 $1.31M 0.01% +2,423 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: 10,382 shares; 2025Q1: 11,110 shares; 2025Q2: 14,120 shares; 2025Q3: 13,556 shares 13,556 $1.29M 0.01% -564 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,798 shares; 2024Q4: 7,887 shares; 2025Q1: 8,258 shares; 2025Q2: 7,488 shares; 2025Q3: 7,679 shares 7,679 $1.28M 0.01% +191 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 5,849 shares; 2025Q1: 5,284 shares; 2025Q2: 5,275 shares; 2025Q3: 5,261 shares 5,261 $1.28M 0.01% -14 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,455 shares; 2025Q1: 7,531 shares; 2025Q2: 8,201 shares; 2025Q3: 9,018 shares 9,018 $1.28M 0.01% +817 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,174 shares; 2024Q4: 16,686 shares; 2025Q1: 17,206 shares; 2025Q2: 17,674 shares; 2025Q3: 17,607 shares 17,607 $1.26M 0.01% -67 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,486 shares; 2024Q4: 33,878 shares; 2025Q1: 33,869 shares; 2025Q2: 33,420 shares; 2025Q3: 33,420 shares 33,420 $1.24M 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,008 shares; 2024Q4: 22,400 shares; 2025Q1: 27,047 shares; 2025Q2: 27,472 shares; 2025Q3: 28,248 shares 28,248 $1.24M 0.01% +776 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 30,242 shares; 2025Q3: 32,745 shares 32,745 $1.24M 0.01% +2,503 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,999 shares; 2024Q4: 2,904 shares; 2025Q1: 8,710 shares; 2025Q2: 8,430 shares; 2025Q3: 8,402 shares 8,402 $1.22M 0.01% -28 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,743 shares; 2024Q4: 31,907 shares; 2025Q1: 31,877 shares; 2025Q2: 30,941 shares; 2025Q3: 30,385 shares 30,385 $1.22M 0.01% -556 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,631 shares; 2025Q1: 2,867 shares; 2025Q2: 3,778 shares; 2025Q3: 10,916 shares 10,916 $1.2M 0.01% +7,138 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,510 shares; 2025Q1: 4,859 shares; 2025Q2: 4,895 shares; 2025Q3: 4,938 shares 4,938 $1.18M 0.01% +43 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 1,879 shares; 2025Q1: 11,415 shares; 2025Q2: 11,950 shares; 2025Q3: 12,596 shares 12,596 $1.17M 0.01% +646 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,545 shares; 2024Q4: 7,822 shares; 2025Q1: 7,135 shares; 2025Q2: 6,023 shares; 2025Q3: 6,262 shares 6,262 $1.15M 0.01% +239 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,067 shares; 2024Q4: 19,067 shares; 2025Q1: 19,067 shares; 2025Q2: 19,067 shares; 2025Q3: 19,067 shares 19,067 $1.14M 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 928 shares; 2025Q1: 1,077 shares; 2025Q2: 1,180 shares; 2025Q3: 1,183 shares 1,183 $1.13M 0.01% +3 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 193 shares; 2025Q1: 219 shares; 2025Q2: 202 shares; 2025Q3: 207 shares 207 $1.12M 0.01% +5 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,594 shares; 2025Q1: 8,323 shares; 2025Q2: 9,041 shares; 2025Q3: 9,883 shares 9,883 $1.11M 0.01% +842 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 5,124 shares; 2025Q1: 5,007 shares; 2025Q2: 4,838 shares; 2025Q3: 5,044 shares 5,044 $1.11M 0.01% +206 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,367 shares; 2024Q4: 15,980 shares; 2025Q1: 16,609 shares; 2025Q2: 18,377 shares; 2025Q3: 17,607 shares 17,607 $1.1M 0.01% -770 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,911 shares; 2024Q4: 14,245 shares; 2025Q1: 13,144 shares; 2025Q2: 11,533 shares; 2025Q3: 11,464 shares 11,464 $1.09M 0.01% -69 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,202 shares; 2025Q1: 1,296 shares; 2025Q2: 1,369 shares; 2025Q3: 1,362 shares 1,362 $1.08M 0.01% -7 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,632 shares; 2024Q4: 5,228 shares; 2025Q1: 15,042 shares; 2025Q2: 14,973 shares; 2025Q3: 14,525 shares 14,525 $1.05M 0.01% -448 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 6,078 shares; 2025Q1: 6,082 shares; 2025Q2: 6,185 shares; 2025Q3: 6,131 shares 6,131 $1.04M 0.01% -54 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,398 shares; 2024Q4: 16,993 shares; 2025Q1: 16,063 shares; 2025Q2: 17,829 shares; 2025Q3: 9,837 shares 9,837 $1.03M 0.01% -7,992 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,357 shares; 2024Q4: 6,010 shares; 2025Q1: 6,909 shares; 2025Q2: 9,995 shares; 2025Q3: 10,472 shares 10,472 $1.03M 0.01% +477 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,336 shares; 2025Q1: 1,425 shares; 2025Q2: 1,334 shares; 2025Q3: 1,299 shares 1,299 $1.02M 0.01% -35 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,996 shares; 2025Q1: 7,762 shares; 2025Q2: 11,922 shares; 2025Q3: 13,860 shares 13,860 $1.02M 0.01% +1,938 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 2,195 shares; 2025Q1: 2,771 shares; 2025Q2: 2,643 shares; 2025Q3: 2,260 shares 2,260 $1.01M 0.01% -383 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,016 shares; 2025Q1: 3,101 shares; 2025Q2: 2,957 shares; 2025Q3: 2,821 shares 2,821 $1.01M 0.01% -136 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 8,856 shares; 2025Q1: 8,875 shares; 2025Q2: 8,720 shares; 2025Q3: 9,146 shares 9,146 $997K 0.01% +426 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 3,616 shares; 2025Q1: 4,010 shares; 2025Q2: 4,029 shares; 2025Q3: 4,636 shares 4,636 $995K 0.01% +607 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,074 shares; 2024Q4: 12,828 shares; 2025Q1: 12,272 shares; 2025Q2: 10,889 shares; 2025Q3: 10,713 shares 10,713 $979K 0.01% -176 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 900 shares; 2025Q1: 1,360 shares; 2025Q2: 1,318 shares; 2025Q3: 1,597 shares 1,597 $973K 0.01% +279 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 5,048 shares; 2025Q1: 5,274 shares; 2025Q2: 4,694 shares; 2025Q3: 4,842 shares 4,842 $973K 0.01% +148 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,592 shares; 2024Q4: 13,884 shares; 2025Q1: 6,104 shares; 2025Q2: 5,187 shares; 2025Q3: 5,836 shares 5,836 $971K 0.01% +649 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,762 shares; 2024Q4: 7,706 shares; 2025Q1: 7,746 shares; 2025Q2: 7,771 shares; 2025Q3: 7,695 shares 7,695 $969K 0.01% -76 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 1,121 shares; 2025Q1: 1,281 shares; 2025Q2: 4,493 shares; 2025Q3: 4,540 shares 4,540 $965K 0.01% +47 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 5,208 shares; 2025Q1: 5,090 shares; 2025Q2: 3,845 shares; 2025Q3: 4,071 shares 4,071 $960K 0.01% +226 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,878 shares; 2024Q4: 13,237 shares; 2025Q1: 12,184 shares; 2025Q2: 10,712 shares; 2025Q3: 11,306 shares 11,306 $956K 0.01% +594 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 3,281 shares; 2025Q1: 3,271 shares; 2025Q2: 3,188 shares; 2025Q3: 3,178 shares 3,178 $953K 0.01% -10 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,469 shares; 2024Q4: 21,469 shares; 2025Q1: 21,469 shares; 2025Q2: 21,469 shares; 2025Q3: 21,469 shares 21,469 $951K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,840 shares; 2025Q1: 4,561 shares; 2025Q2: 4,377 shares; 2025Q3: 4,385 shares 4,385 $946K 0.01% +8 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 8,773 shares; 2025Q1: 6,242 shares; 2025Q2: 6,976 shares; 2025Q3: 6,911 shares 6,911 $940K 0.01% -65 Timeline SPXV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,785 shares; 2025Q2: 12,785 shares; 2025Q3: 12,785 shares 12,785 $938K 0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 16,120 shares; 2025Q3: 16,120 shares 16,120 $927K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 431 shares; 2025Q1: 760 shares; 2025Q2: 1,462 shares; 2025Q3: 1,449 shares 1,449 $926K 0.01% -13 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,266 shares; 2024Q4: 88,266 shares; 2025Q1: 88,265 shares; 2025Q2: 88,265 shares; 2025Q3: 88,265 shares 88,265 $925K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,477 shares; 2025Q1: 3,560 shares; 2025Q2: 3,705 shares; 2025Q3: 3,749 shares 3,749 $923K 0.01% +44 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 10,303 shares; 2025Q1: 10,303 shares; 2025Q2: 10,303 shares; 2025Q3: 10,303 shares 10,303 $918K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 2,608 shares; 2025Q1: 3,362 shares; 2025Q2: 3,338 shares; 2025Q3: 3,547 shares 3,547 $910K 0.01% +209 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,597 shares; 2025Q1: 6,229 shares; 2025Q2: 4,639 shares; 2025Q3: 4,856 shares 4,856 $909K 0.01% +217 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,479 shares; 2024Q4: 21,142 shares; 2025Q1: 21,462 shares; 2025Q2: 18,966 shares; 2025Q3: 18,303 shares 18,303 $905K 0.01% -663 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 6,126 shares; 2025Q1: 6,847 shares; 2025Q2: 6,712 shares; 2025Q3: 6,516 shares 6,516 $901K 0.01% -196 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,296 shares; 2025Q1: 2,603 shares; 2025Q2: 2,883 shares; 2025Q3: 2,829 shares 2,829 $899K 0.01% -54 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 4,082 shares; 2025Q1: 4,368 shares; 2025Q2: 4,278 shares; 2025Q3: 4,322 shares 4,322 $887K 0.01% +44 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,615 shares; 2025Q1: 2,828 shares; 2025Q2: 2,860 shares; 2025Q3: 2,832 shares 2,832 $885K 0.01% -28 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,095 shares; 2024Q4: 10,572 shares; 2025Q1: 11,308 shares; 2025Q2: 10,791 shares; 2025Q3: 11,114 shares 11,114 $873K 0.01% +323 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 2,940 shares; 2025Q1: 2,995 shares; 2025Q2: 2,873 shares; 2025Q3: 2,897 shares 2,897 $870K 0.01% +24 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,527 shares; 2025Q1: 2,736 shares; 2025Q2: 2,613 shares; 2025Q3: 2,686 shares 2,686 $869K 0.01% +73 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,352 shares; 2024Q4: 21,779 shares; 2025Q1: 21,921 shares; 2025Q2: 20,424 shares; 2025Q3: 21,889 shares 21,889 $858K 0.01% +1,465 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 5,017 shares; 2025Q1: 1,949 shares; 2025Q2: 1,778 shares; 2025Q3: 1,800 shares 1,800 $855K 0.01% +22 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,823 shares; 2025Q1: 1,833 shares; 2025Q2: 1,665 shares; 2025Q3: 1,729 shares 1,729 $849K 0.01% +64 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,272 shares; 2024Q4: 26,272 shares; 2025Q1: 26,829 shares; 2025Q2: 27,095 shares; 2025Q3: 27,029 shares 27,029 $845K 0.01% -66 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,257 shares; 2024Q4: 8,538 shares; 2025Q1: 12,607 shares; 2025Q2: 9,878 shares; 2025Q3: 11,168 shares 11,168 $843K 0.01% +1,290 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 180 shares; 2025Q1: 409 shares; 2025Q2: 757 shares; 2025Q3: 904 shares 904 $832K 0.01% +147 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,153 shares; 2024Q4: 12,128 shares; 2025Q1: 12,135 shares; 2025Q2: 11,996 shares; 2025Q3: 11,972 shares 11,972 $830K 0.01% -24 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,739 shares; 2025Q1: 1,608 shares; 2025Q2: 1,686 shares; 2025Q3: 1,813 shares 1,813 $829K 0.01% +127 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,664 shares; 2025Q1: 9,080 shares; 2025Q2: 12,345 shares; 2025Q3: 6,611 shares 6,611 $822K 0.01% -5,734 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 3,408 shares; 2025Q1: 8,284 shares; 2025Q2: 7,937 shares; 2025Q3: 9,892 shares 9,892 $798K 0.01% +1,955 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 862 shares; 2025Q1: 975 shares; 2025Q2: 1,047 shares; 2025Q3: 1,030 shares 1,030 $795K 0.01% -17 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,418 shares; 2024Q4: 5,853 shares; 2025Q1: 6,018 shares; 2025Q2: 6,709 shares; 2025Q3: 6,933 shares 6,933 $785K 0.01% +224 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 6,862 shares; 2025Q1: 6,752 shares; 2025Q2: 6,317 shares; 2025Q3: 6,256 shares 6,256 $785K 0.01% -61 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 1,481 shares; 2025Q1: 1,912 shares; 2025Q2: 1,946 shares; 2025Q3: 2,181 shares 2,181 $775K 0.01% +235 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 657 shares; 2025Q1: 1,051 shares; 2025Q2: 1,496 shares; 2025Q3: 1,569 shares 1,569 $769K 0.01% +73 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 9,041 shares; 2025Q1: 8,117 shares; 2025Q2: 7,747 shares; 2025Q3: 7,746 shares 7,746 $756K 0.01% -1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,355 shares; 2025Q1: 1,733 shares; 2025Q2: 1,769 shares; 2025Q3: 1,647 shares 1,647 $753K 0.01% -122 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 8,413 shares; 2025Q1: 8,078 shares; 2025Q2: 6,530 shares; 2025Q3: 6,687 shares 6,687 $750K 0.01% +157 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 4,634 shares; 2025Q1: 5,043 shares; 2025Q2: 4,935 shares; 2025Q3: 4,754 shares 4,754 $746K 0.01% -181 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,768 shares; 2025Q1: 6,218 shares; 2025Q2: 7,186 shares; 2025Q3: 7,332 shares 7,332 $744K 0.01% +146 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,054 shares; 2024Q4: 25,064 shares; 2025Q1: 25,594 shares; 2025Q2: 17,730 shares; 2025Q3: 15,431 shares 15,431 $744K 0.01% -2,299 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,471 shares; 2025Q1: 6,452 shares; 2025Q2: 6,305 shares; 2025Q3: 16,249 shares 16,249 $743K 0.01% +9,944 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,576 shares; 2024Q4: 25,124 shares; 2025Q1: 24,137 shares; 2025Q2: 22,387 shares; 2025Q3: 21,879 shares 21,879 $737K 0.01% -508 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares 10,200 $736K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: 9,953 shares; 2025Q1: 9,926 shares; 2025Q2: 9,928 shares; 2025Q3: 9,587 shares 9,587 $736K 0.01% -341 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,459 shares; 2024Q4: 33,347 shares; 2025Q1: 31,994 shares; 2025Q2: 31,466 shares; 2025Q3: 31,552 shares 31,552 $735K 0.01% +86 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,393 shares; 2024Q4: 19,454 shares; 2025Q1: 21,237 shares; 2025Q2: 21,143 shares; 2025Q3: 21,174 shares 21,174 $730K 0.01% +31 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,292 shares; 2024Q4: 31,030 shares; 2025Q1: 33,177 shares; 2025Q2: 33,591 shares; 2025Q3: 37,321 shares 37,321 $729K 0.01% +3,730 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,380 shares; 2025Q1: 2,438 shares; 2025Q2: 2,347 shares; 2025Q3: 2,353 shares 2,353 $729K 0.01% +6 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 2,991 shares; 2025Q1: 3,041 shares; 2025Q2: 2,524 shares; 2025Q3: 3,083 shares 3,083 $729K 0.01% +559 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,846 shares; 2024Q4: 17,870 shares; 2025Q1: 17,743 shares; 2025Q2: 17,394 shares; 2025Q3: 17,394 shares 17,394 $727K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 1,915 shares; 2025Q1: 1,979 shares; 2025Q2: 2,024 shares; 2025Q3: 2,088 shares 2,088 $723K 0.01% +64 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 12,962 shares; 2025Q1: 12,813 shares; 2025Q2: 12,723 shares; 2025Q3: 12,653 shares 12,653 $720K 0.01% -70 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,379 shares; 2024Q4: 6,429 shares; 2025Q1: 6,429 shares; 2025Q2: 6,429 shares; 2025Q3: 6,429 shares 6,429 $717K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,995 shares; 2024Q4: 62,055 shares; 2025Q1: 24,274 shares; 2025Q2: 23,233 shares; 2025Q3: 22,792 shares 22,792 $716K 0.01% -441 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 158 shares; 2025Q1: 178 shares; 2025Q2: 170 shares; 2025Q3: 166 shares 166 $712K 0.01% -4 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,959 shares; 2025Q1: 2,121 shares; 2025Q2: 2,174 shares; 2025Q3: 2,513 shares 2,513 $702K 0.01% +339 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,161 shares; 2025Q1: 4,429 shares; 2025Q2: 4,956 shares; 2025Q3: 4,957 shares 4,957 $694K 0.01% +1 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,855 shares; 2025Q1: 1,662 shares; 2025Q2: not reported; 2025Q3: 9,868 shares 9,868 $693K 0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 5,919 shares; 2025Q1: 6,185 shares; 2025Q2: 6,638 shares; 2025Q3: 7,226 shares 7,226 $690K 0.01% +588 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,263 shares; 2024Q4: 17,650 shares; 2025Q1: 18,375 shares; 2025Q2: 9,118 shares; 2025Q3: 10,212 shares 10,212 $689K 0.01% +1,094 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 4,642 shares; 2025Q1: 5,079 shares; 2025Q2: 5,095 shares; 2025Q3: 5,253 shares 5,253 $689K 0.01% +158 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: 9,620 shares; 2025Q1: 10,220 shares; 2025Q2: 10,358 shares; 2025Q3: 10,850 shares 10,850 $687K 0.01% +492 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 414 shares; 2025Q1: 429 shares; 2025Q2: 6,490 shares; 2025Q3: 6,321 shares 6,321 $681K 0.01% -169 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,868 shares; 2024Q4: 5,857 shares; 2025Q1: 5,809 shares; 2025Q2: 5,011 shares; 2025Q3: 4,989 shares 4,989 $677K 0.01% -22 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,073 shares; 2024Q4: 11,082 shares; 2025Q1: 11,647 shares; 2025Q2: 10,737 shares; 2025Q3: 11,238 shares 11,238 $671K 0.01% +501 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,052 shares; 2024Q4: 12,883 shares; 2025Q1: 11,783 shares; 2025Q2: 10,897 shares; 2025Q3: 10,897 shares 10,897 $667K 0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 7,769 shares; 2025Q1: 7,745 shares; 2025Q2: 8,643 shares; 2025Q3: 8,719 shares 8,719 $667K 0.01% +76 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares 2,225 $659K 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,066 shares; 2025Q1: 3,168 shares; 2025Q2: 2,885 shares; 2025Q3: 2,885 shares 2,885 $648K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,479 shares; 2025Q1: 4,082 shares; 2025Q2: 3,767 shares; 2025Q3: 3,743 shares 3,743 $647K 0.01% -24 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 3,544 shares; 2025Q1: 3,232 shares; 2025Q2: 3,024 shares; 2025Q3: 2,779 shares 2,779 $638K 0.01% -245 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,358 shares; 2024Q4: 8,819 shares; 2025Q1: 7,101 shares; 2025Q2: 12,227 shares; 2025Q3: 11,525 shares 11,525 $638K 0.01% -702 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 24,600 shares; 2025Q1: 24,600 shares; 2025Q2: 24,600 shares; 2025Q3: 24,600 shares 24,600 $633K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 2,450 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,384 shares 2,384 $619K 0.01% -217 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,885 shares; 2025Q1: 3,823 shares; 2025Q2: 3,511 shares; 2025Q3: 2,631 shares 2,631 $615K 0.01% -880 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 7,720 shares; 2025Q1: 7,441 shares; 2025Q2: 7,081 shares; 2025Q3: 7,617 shares 7,617 $609K 0.01% +536 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 5,837 shares; 2025Q1: 5,837 shares; 2025Q2: 5,837 shares; 2025Q3: 5,837 shares 5,837 $609K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,062 shares; 2024Q4: 9,801 shares; 2025Q1: 9,189 shares; 2025Q2: 9,121 shares; 2025Q3: 8,971 shares 8,971 $607K 0.01% -150 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,802 shares; 2025Q1: 3,047 shares; 2025Q2: 2,829 shares; 2025Q3: 3,070 shares 3,070 $607K 0.01% +241 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 7,320 shares; 2025Q1: 7,415 shares; 2025Q2: 7,362 shares; 2025Q3: 9,176 shares 9,176 $606K 0.01% +1,814 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 5,260 shares; 2025Q1: 5,396 shares; 2025Q2: 4,901 shares; 2025Q3: 5,282 shares 5,282 $605K 0.01% +381 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,865 shares; 2025Q1: 6,351 shares; 2025Q2: 6,301 shares; 2025Q3: 6,301 shares 6,301 $604K 0.01% 0 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,169 shares; 2024Q4: 24,169 shares; 2025Q1: 24,617 shares; 2025Q2: 24,329 shares; 2025Q3: 24,329 shares 24,329 $604K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 2,847 shares; 2025Q1: 2,909 shares; 2025Q2: 2,909 shares; 2025Q3: 2,909 shares 2,909 $602K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,439 shares; 2025Q1: 1,873 shares; 2025Q2: 1,920 shares; 2025Q3: 2,213 shares 2,213 $598K 0.01% +293 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 540 shares; 2025Q1: 1,981 shares; 2025Q2: 4,246 shares; 2025Q3: 5,704 shares 5,704 $595K 0.01% +1,458 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,417 shares; 2024Q4: 7,844 shares; 2025Q1: 8,030 shares; 2025Q2: 7,269 shares; 2025Q3: 7,183 shares 7,183 $592K 0.01% -86 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,855 shares; 2024Q4: 12,392 shares; 2025Q1: 11,920 shares; 2025Q2: 11,703 shares; 2025Q3: 11,652 shares 11,652 $590K 0.01% -51 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,319 shares; 2025Q1: 2,496 shares; 2025Q2: 4,213 shares; 2025Q3: 6,539 shares 6,539 $586K 0.01% +2,326 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,390 shares; 2025Q1: 1,530 shares; 2025Q2: 1,980 shares; 2025Q3: 1,971 shares 1,971 $586K 0.01% -9 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,744 shares; 2024Q4: 15,113 shares; 2025Q1: 11,207 shares; 2025Q2: 12,213 shares; 2025Q3: 12,347 shares 12,347 $583K 0.01% +134 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,103 shares; 2024Q4: 12,435 shares; 2025Q1: 12,435 shares; 2025Q2: 12,435 shares; 2025Q3: 12,435 shares 12,435 $569K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,356 shares; 2025Q1: 3,522 shares; 2025Q2: 3,016 shares; 2025Q3: 3,023 shares 3,023 $567K 0.01% +7 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares 7,060 $566K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 6,898 shares; 2025Q1: 6,600 shares; 2025Q2: 7,161 shares; 2025Q3: 7,243 shares 7,243 $564K 0.01% +82 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,187 shares; 2024Q4: 15,173 shares; 2025Q1: 16,939 shares; 2025Q2: 15,888 shares; 2025Q3: 12,034 shares 12,034 $562K 0.01% -3,854 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,467 shares; 2025Q1: 3,782 shares; 2025Q2: 4,432 shares; 2025Q3: 8,013 shares 8,013 $561K 0.01% +3,581 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,487 shares; 2024Q4: 12,538 shares; 2025Q1: 8,876 shares; 2025Q2: 8,679 shares; 2025Q3: 11,400 shares 11,400 $555K 0.01% +2,721 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,138 shares; 2025Q1: 1,360 shares; 2025Q2: 1,359 shares; 2025Q3: 1,299 shares 1,299 $554K 0.01% -60 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 4,517 shares; 2025Q1: 4,613 shares; 2025Q2: 4,629 shares; 2025Q3: 4,673 shares 4,673 $554K 0.01% +44 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,950 shares; 2025Q1: 2,040 shares; 2025Q2: 2,051 shares; 2025Q3: 2,059 shares 2,059 $550K 0.01% +8 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,709 shares; 2024Q4: 32,709 shares; 2025Q1: 32,709 shares; 2025Q2: 32,709 shares; 2025Q3: 32,709 shares 32,709 $548K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,586 shares; 2025Q1: 2,615 shares; 2025Q2: 2,475 shares; 2025Q3: 2,487 shares 2,487 $542K 0.01% +12 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,182 shares; 2025Q1: 1,446 shares; 2025Q2: 1,644 shares; 2025Q3: 1,726 shares 1,726 $541K 0.01% +82 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 4,001 shares; 2025Q1: 3,675 shares; 2025Q2: 3,493 shares; 2025Q3: 3,351 shares 3,351 $534K 0.01% -142 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 2,988 shares; 2025Q1: 3,086 shares; 2025Q2: 3,268 shares; 2025Q3: 3,197 shares 3,197 $533K 0.01% -71 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 5,787 shares; 2025Q1: 5,929 shares; 2025Q2: 5,920 shares; 2025Q3: 6,929 shares 6,929 $531K 0.01% +1,009 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,324 shares; 2025Q1: 9,980 shares; 2025Q2: 9,919 shares; 2025Q3: 11,729 shares 11,729 $527K 0.01% +1,810 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 6,370 shares; 2025Q1: 3,565 shares; 2025Q2: not reported; 2025Q3: 16,617 shares 16,617 $525K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 1,948 shares; 2025Q1: 2,700 shares; 2025Q2: 2,111 shares; 2025Q3: 2,202 shares 2,202 $524K 0.01% +91 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,363 shares; 2025Q1: 1,094 shares; 2025Q2: 1,107 shares; 2025Q3: 1,093 shares 1,093 $521K 0.01% -14 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 6,245 shares; 2025Q1: 6,345 shares; 2025Q2: 6,108 shares; 2025Q3: 7,080 shares 7,080 $520K 0.01% +972 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,235 shares; 2025Q3: 20,331 shares 20,331 $515K 0.01% +96 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,398 shares; 2024Q4: 13,881 shares; 2025Q1: 13,967 shares; 2025Q2: 15,201 shares; 2025Q3: 13,019 shares 13,019 $510K 0.01% -2,182 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,425 shares; 2025Q1: 2,312 shares; 2025Q2: 1,607 shares; 2025Q3: 1,046 shares 1,046 $507K 0.01% -561 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 4,267 shares; 2025Q1: 5,378 shares; 2025Q2: 8,034 shares; 2025Q3: 11,264 shares 11,264 $507K 0.01% +3,230 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares 1,163 $506K 0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,378 shares; 2024Q4: 9,690 shares; 2025Q1: 12,773 shares; 2025Q2: 12,786 shares; 2025Q3: 13,050 shares 13,050 $506K 0.01% +264 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 6,931 shares; 2025Q1: 6,348 shares; 2025Q2: 7,394 shares; 2025Q3: 7,351 shares 7,351 $495K <0.01% -43 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,275 shares; 2024Q4: 7,003 shares; 2025Q1: 6,487 shares; 2025Q2: 5,744 shares; 2025Q3: 5,960 shares 5,960 $491K <0.01% +216 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,352 shares; 2024Q4: 2,398 shares; 2025Q1: 2,563 shares; 2025Q2: 2,665 shares; 2025Q3: 2,907 shares 2,907 $490K <0.01% +242 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,857 shares; 2024Q4: 10,627 shares; 2025Q1: 13,766 shares; 2025Q2: 12,320 shares; 2025Q3: 30,169 shares 30,169 $490K <0.01% +17,849 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,388 shares 2,388 $489K <0.01% -112 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,274 shares; 2024Q4: 10,274 shares; 2025Q1: 10,064 shares; 2025Q2: 10,419 shares; 2025Q3: 10,419 shares 10,419 $488K <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 12,150 shares; 2025Q1: 13,294 shares; 2025Q2: 17,861 shares; 2025Q3: 17,863 shares 17,863 $488K <0.01% +2 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 1,916 shares; 2025Q1: 7,659 shares; 2025Q2: 17,163 shares; 2025Q3: 26,321 shares 26,321 $482K <0.01% +9,158 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 2,834 shares; 2025Q1: 3,426 shares; 2025Q2: 3,532 shares; 2025Q3: 3,574 shares 3,574 $481K <0.01% +42 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,178 shares; 2024Q4: 8,130 shares; 2025Q1: 8,294 shares; 2025Q2: 7,891 shares; 2025Q3: 7,910 shares 7,910 $481K <0.01% +19 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,097 shares; 2024Q4: 13,485 shares; 2025Q1: 12,456 shares; 2025Q2: 10,565 shares; 2025Q3: 10,301 shares 10,301 $478K <0.01% -264 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,797 shares; 2025Q1: 2,847 shares; 2025Q2: 3,227 shares; 2025Q3: 3,363 shares 3,363 $478K <0.01% +136 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,788 shares; 2025Q1: 5,913 shares; 2025Q2: 5,326 shares; 2025Q3: 5,180 shares 5,180 $464K <0.01% -146 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 16,527 shares; 2025Q1: 16,212 shares; 2025Q2: 16,680 shares; 2025Q3: 17,475 shares 17,475 $460K <0.01% +795 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 4,202 shares; 2025Q1: 7,445 shares; 2025Q2: 7,445 shares; 2025Q3: 5,770 shares 5,770 $459K <0.01% -1,675 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares 10,400 $455K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 10,957 shares; 2025Q1: 8,789 shares; 2025Q2: 8,419 shares; 2025Q3: 9,290 shares 9,290 $449K <0.01% +871 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 849 shares; 2025Q1: 842 shares; 2025Q2: 929 shares; 2025Q3: 1,555 shares 1,555 $448K <0.01% +626 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 349 shares; 2025Q1: 382 shares; 2025Q2: 380 shares; 2025Q3: 340 shares 340 $448K <0.01% -40 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 2,945 shares; 2025Q3: 3,073 shares 3,073 $447K <0.01% +128 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,875 shares; 2024Q4: 15,600 shares; 2025Q1: 15,308 shares; 2025Q2: 11,946 shares; 2025Q3: 9,671 shares 9,671 $437K <0.01% -2,275 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 5,284 shares; 2025Q1: 5,239 shares; 2025Q2: 5,192 shares; 2025Q3: 5,192 shares 5,192 $437K <0.01% 0 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,187 shares; 2025Q1: 2,187 shares; 2025Q2: 2,187 shares; 2025Q3: 2,187 shares 2,187 $436K <0.01% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,055 shares; 2025Q2: 5,705 shares; 2025Q3: 5,761 shares 5,761 $436K <0.01% +56 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 5,425 shares; 2025Q1: 2,268 shares; 2025Q2: 2,043 shares; 2025Q3: 2,264 shares 2,264 $435K <0.01% +221 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 3,515 shares; 2025Q1: 3,225 shares; 2025Q2: 2,635 shares; 2025Q3: 2,535 shares 2,535 $432K <0.01% -100 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 930 shares; 2025Q2: 929 shares; 2025Q3: 929 shares 929 $431K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 3,026 shares; 2025Q1: 2,752 shares; 2025Q2: 2,347 shares; 2025Q3: 2,566 shares 2,566 $430K <0.01% +219 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 807 shares; 2025Q1: 788 shares; 2025Q2: 751 shares; 2025Q3: 754 shares 754 $428K <0.01% +3 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,955 shares; 2024Q4: 22,145 shares; 2025Q1: 22,145 shares; 2025Q2: 22,145 shares; 2025Q3: 22,145 shares 22,145 $426K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,634 shares; 2024Q4: 6,785 shares; 2025Q1: 7,113 shares; 2025Q2: 6,909 shares; 2025Q3: 7,160 shares 7,160 $424K <0.01% +251 FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,106 shares; 2025Q1: 1,327 shares; 2025Q2: 1,305 shares; 2025Q3: 1,312 shares 1,312 $424K <0.01% +7 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 2,053 shares; 2025Q1: 2,296 shares; 2025Q2: 2,347 shares; 2025Q3: 2,377 shares 2,377 $424K <0.01% +30 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 1,046 shares; 2025Q1: 1,295 shares; 2025Q2: 1,283 shares; 2025Q3: 1,903 shares 1,903 $420K <0.01% +620 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,103 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 1,104 shares 1,104 $418K <0.01% +1 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 2,702 shares; 2025Q1: 2,146 shares; 2025Q2: 1,632 shares; 2025Q3: 1,689 shares 1,689 $415K <0.01% +57 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 5,516 shares; 2025Q1: 6,093 shares; 2025Q2: 5,759 shares; 2025Q3: 5,804 shares 5,804 $412K <0.01% +45 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 8,632 shares; 2025Q1: 9,378 shares; 2025Q2: 6,567 shares; 2025Q3: 7,669 shares 7,669 $408K <0.01% +1,102 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 932 shares; 2025Q1: 1,089 shares; 2025Q2: 941 shares; 2025Q3: 966 shares 966 $408K <0.01% +25 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares 1,831 $407K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,398 shares; 2025Q1: 3,549 shares; 2025Q2: 3,048 shares; 2025Q3: 2,779 shares 2,779 $407K <0.01% -269 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 4,276 shares; 2025Q1: 4,219 shares; 2025Q2: 4,235 shares; 2025Q3: 4,118 shares 4,118 $405K <0.01% -117 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,448 shares; 2025Q1: 3,662 shares; 2025Q2: 7,770 shares; 2025Q3: 8,166 shares 8,166 $400K <0.01% +396 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,355 shares; 2025Q1: 6,888 shares; 2025Q2: 6,704 shares; 2025Q3: 6,560 shares 6,560 $400K <0.01% -144 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,064 shares; 2024Q4: 6,251 shares; 2025Q1: 2,473 shares; 2025Q2: not reported; 2025Q3: 15,149 shares 15,149 $394K <0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 5,380 shares; 2025Q1: 6,198 shares; 2025Q2: 5,376 shares; 2025Q3: 4,460 shares 4,460 $391K <0.01% -916 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,045 shares; 2025Q1: 4,011 shares; 2025Q2: 4,276 shares; 2025Q3: 4,350 shares 4,350 $390K <0.01% +74 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 3,692 shares; 2025Q1: 4,142 shares; 2025Q2: 4,988 shares; 2025Q3: 4,992 shares 4,992 $388K <0.01% +4 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,613 shares; 2025Q1: 3,133 shares; 2025Q2: 4,490 shares; 2025Q3: 4,260 shares 4,260 $387K <0.01% -230 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,101 shares; 2025Q1: 3,905 shares; 2025Q2: 4,241 shares; 2025Q3: 4,380 shares 4,380 $387K <0.01% +139 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,001 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 5,897 shares 5,897 $386K <0.01% -223 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,489 shares; 2025Q1: 3,594 shares; 2025Q2: 3,406 shares; 2025Q3: 2,729 shares 2,729 $385K <0.01% -677 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,190 shares; 2025Q1: 1,284 shares; 2025Q2: 1,445 shares; 2025Q3: 1,484 shares 1,484 $383K <0.01% +39 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: 5,401 shares; 2025Q1: 5,556 shares; 2025Q2: 4,847 shares; 2025Q3: 5,115 shares 5,115 $373K <0.01% +268 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 923 shares; 2025Q1: 899 shares; 2025Q2: 898 shares; 2025Q3: 897 shares 897 $372K <0.01% -1 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,408 shares; 2024Q4: 7,381 shares; 2025Q1: 7,381 shares; 2025Q2: 7,381 shares; 2025Q3: 7,381 shares 7,381 $371K <0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,025 shares; 2024Q4: 7,661 shares; 2025Q1: 7,386 shares; 2025Q2: 7,283 shares; 2025Q3: 7,251 shares 7,251 $367K <0.01% -32 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 673 shares; 2025Q1: 955 shares; 2025Q2: 2,649 shares; 2025Q3: 2,664 shares 2,664 $367K <0.01% +15 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,377 shares; 2024Q4: 10,312 shares; 2025Q1: 10,946 shares; 2025Q2: 10,526 shares; 2025Q3: 11,184 shares 11,184 $365K <0.01% +658 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,516 shares; 2025Q1: 6,516 shares; 2025Q2: 7,333 shares; 2025Q3: 8,192 shares 8,192 $364K <0.01% +859 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 764 shares; 2025Q1: 1,090 shares; 2025Q2: 1,457 shares; 2025Q3: 1,892 shares 1,892 $361K <0.01% +435 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,358 shares; 2024Q4: 16,173 shares; 2025Q1: 16,069 shares; 2025Q2: 14,791 shares; 2025Q3: 14,749 shares 14,749 $360K <0.01% -42 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 2,785 shares; 2025Q1: 2,893 shares; 2025Q2: not reported; 2025Q3: 4,748 shares 4,748 $358K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 2,832 shares; 2025Q1: 3,291 shares; 2025Q2: 4,578 shares; 2025Q3: 5,017 shares 5,017 $357K <0.01% +439 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,842 shares; 2025Q1: 2,063 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares 2,014 $356K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,008 shares; 2024Q4: 5,600 shares; 2025Q1: 5,031 shares; 2025Q2: 4,819 shares; 2025Q3: 4,544 shares 4,544 $356K <0.01% -275 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 5,110 shares; 2025Q1: 5,183 shares; 2025Q2: 5,254 shares; 2025Q3: 5,606 shares 5,606 $354K <0.01% +352 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares 1,168 $353K <0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 7,541 shares; 2025Q1: 8,530 shares; 2025Q2: 5,702 shares; 2025Q3: 5,702 shares 5,702 $351K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 870 shares; 2025Q1: 1,099 shares; 2025Q2: 1,147 shares; 2025Q3: 1,137 shares 1,137 $351K <0.01% -10 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,199 shares; 2024Q4: 3,555 shares; 2025Q1: 3,534 shares; 2025Q2: 3,496 shares; 2025Q3: 3,477 shares 3,477 $350K <0.01% -19 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 412 shares; 2025Q1: 429 shares; 2025Q2: 356 shares; 2025Q3: 357 shares 357 $346K <0.01% +1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,096 shares; 2024Q4: 5,408 shares; 2025Q1: 11,498 shares; 2025Q2: 9,818 shares; 2025Q3: 10,284 shares 10,284 $345K <0.01% +466 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,942 shares; 2025Q1: 10,408 shares; 2025Q2: 8,412 shares; 2025Q3: 9,238 shares 9,238 $343K <0.01% +826 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,571 shares; 2025Q1: 1,588 shares; 2025Q2: 1,598 shares; 2025Q3: 1,599 shares 1,599 $342K <0.01% +1 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 3,143 shares 3,143 $342K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 11,503 shares; 2025Q1: 12,435 shares; 2025Q2: 11,794 shares; 2025Q3: 12,048 shares 12,048 $341K <0.01% +254 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 167 shares; 2025Q2: not reported; 2025Q3: 1,253 shares 1,253 $341K <0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 4,208 shares; 2025Q1: 3,604 shares; 2025Q2: 4,008 shares; 2025Q3: 4,074 shares 4,074 $340K <0.01% +66 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,826 shares; 2025Q1: 1,908 shares; 2025Q2: 1,919 shares; 2025Q3: 2,231 shares 2,231 $339K <0.01% +312 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 5,708 shares; 2025Q1: 5,708 shares; 2025Q2: 5,708 shares; 2025Q3: 5,708 shares 5,708 $338K <0.01% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,392 shares; 2025Q3: 3,392 shares 3,392 $337K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,305 shares; 2025Q1: 2,258 shares; 2025Q2: 2,087 shares; 2025Q3: 2,108 shares 2,108 $337K <0.01% +21 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,673 shares; 2025Q1: 1,880 shares; 2025Q2: 1,918 shares; 2025Q3: 1,940 shares 1,940 $335K <0.01% +22 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,224 shares; 2025Q1: 2,170 shares; 2025Q2: 2,131 shares; 2025Q3: 1,661 shares 1,661 $335K <0.01% -470 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 2,434 shares; 2025Q1: 2,709 shares; 2025Q2: 2,360 shares; 2025Q3: 2,413 shares 2,413 $334K <0.01% +53 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 5,565 shares; 2025Q1: 6,417 shares; 2025Q2: 6,339 shares; 2025Q3: 6,105 shares 6,105 $332K <0.01% -234 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 565 shares; 2025Q1: 824 shares; 2025Q2: 900 shares; 2025Q3: 1,181 shares 1,181 $330K <0.01% +281 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,900 shares; 2024Q4: 192,622 shares; 2025Q1: 170,214 shares; 2025Q2: 15,479 shares; 2025Q3: 11,067 shares 11,067 $329K <0.01% -4,412 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,278 shares; 2025Q1: 4,327 shares; 2025Q2: 5,305 shares; 2025Q3: 3,908 shares 3,908 $329K <0.01% -1,397 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,905 shares; 2024Q4: 7,978 shares; 2025Q1: 9,459 shares; 2025Q2: 10,262 shares; 2025Q3: 11,229 shares 11,229 $325K <0.01% +967 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,349 shares; 2025Q1: 21,267 shares; 2025Q2: 19,287 shares; 2025Q3: 6,418 shares 6,418 $324K <0.01% -12,869 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,231 shares; 2025Q1: 4,147 shares; 2025Q2: 4,548 shares; 2025Q3: 4,246 shares 4,246 $323K <0.01% -302 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 680 shares; 2025Q1: 935 shares; 2025Q2: 934 shares; 2025Q3: 934 shares 934 $322K <0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 1,060 shares; 2025Q1: 797 shares; 2025Q2: 719 shares; 2025Q3: 740 shares 740 $319K <0.01% +21 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,891 shares; 2025Q1: 5,007 shares; 2025Q2: 5,176 shares; 2025Q3: 5,222 shares 5,222 $319K <0.01% +46 Timeline