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: not reported; 2024Q4: not reported; 2025Q1: 1,797,532 shares; 2025Q2: 1,710,919 shares; 2025Q3: 1,720,748 shares 1,720,748 $126M 6.64% +9,829 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: 179,823 shares; 2024Q4: 183,144 shares; 2025Q1: 167,606 shares; 2025Q2: 166,332 shares; 2025Q3: 167,297 shares 167,297 $112M 5.88% +965 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: 320,104 shares; 2024Q4: 310,196 shares; 2025Q1: 303,752 shares; 2025Q2: 303,806 shares; 2025Q3: 302,543 shares 302,543 $111M 5.81% -1,263 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: 1,355,457 shares; 2024Q4: 1,550,144 shares; 2025Q1: 1,905,268 shares; 2025Q2: 1,998,346 shares; 2025Q3: 2,113,419 shares 2,113,419 $97.7M 5.13% +115,073 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: 840,305 shares; 2024Q4: 894,189 shares; 2025Q1: 857,122 shares; 2025Q2: 853,785 shares; 2025Q3: 851,775 shares 851,775 $74.4M 3.9% -2,010 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: 640,130 shares; 2024Q4: 631,509 shares; 2025Q1: 627,658 shares; 2025Q2: 643,508 shares; 2025Q3: 647,528 shares 647,528 $64.9M 3.41% +4,020 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: 1,865,928 shares; 2024Q4: 1,921,183 shares; 2025Q1: 1,015,961 shares; 2025Q2: 999,160 shares; 2025Q3: 977,845 shares 977,845 $58.6M 3.08% -21,315 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: not reported; 2024Q4: not reported; 2025Q1: 459,243 shares; 2025Q2: 461,073 shares; 2025Q3: 444,445 shares 444,445 $46.4M 2.43% -16,628 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: 1,235,004 shares; 2024Q4: 1,305,646 shares; 2025Q1: 1,898,824 shares; 2025Q2: 1,928,333 shares; 2025Q3: 1,975,529 shares 1,975,529 $45.7M 2.4% +47,196 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: 13,214 shares; 2024Q4: 16,317 shares; 2025Q1: 286,010 shares; 2025Q2: 317,019 shares; 2025Q3: 322,162 shares 322,162 $44.4M 2.33% +5,143 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: 145,453 shares; 2024Q4: 142,281 shares; 2025Q1: 139,860 shares; 2025Q2: 141,071 shares; 2025Q3: 137,908 shares 137,908 $35.1M 1.84% -3,163 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: 284,622 shares; 2024Q4: 273,206 shares; 2025Q1: 153,831 shares; 2025Q2: 147,767 shares; 2025Q3: 143,183 shares 143,183 $29.6M 1.55% -4,584 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: 381,083 shares; 2024Q4: 398,473 shares; 2025Q1: 431,773 shares; 2025Q2: 426,320 shares; 2025Q3: 432,804 shares 432,804 $28.5M 1.5% +6,484 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: 101,036 shares; 2024Q4: 97,260 shares; 2025Q1: 90,323 shares; 2025Q2: 90,884 shares; 2025Q3: 85,444 shares 85,444 $28.2M 1.48% -5,440 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: 101,664 shares; 2024Q4: 86,029 shares; 2025Q1: 78,852 shares; 2025Q2: 98,635 shares; 2025Q3: 96,423 shares 96,423 $27.2M 1.43% -2,212 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: 866,788 shares; 2024Q4: 882,140 shares; 2025Q1: 446,423 shares; 2025Q2: 391,030 shares; 2025Q3: 383,799 shares 383,799 $25.9M 1.36% -7,231 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: 54,461 shares; 2024Q4: 53,926 shares; 2025Q1: 53,464 shares; 2025Q2: 52,996 shares; 2025Q3: 52,552 shares 52,552 $24.6M 1.29% -444 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: 923,401 shares; 2024Q4: 956,262 shares; 2025Q1: 611,538 shares; 2025Q2: 584,198 shares; 2025Q3: 571,703 shares 571,703 $24.6M 1.29% -12,495 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: 44,154 shares; 2024Q4: 44,280 shares; 2025Q1: 44,070 shares; 2025Q2: 46,875 shares; 2025Q3: 46,107 shares 46,107 $23.9M 1.25% -768 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: 267,170 shares; 2024Q4: 277,387 shares; 2025Q1: 361,468 shares; 2025Q2: 356,555 shares; 2025Q3: 365,568 shares 365,568 $23.9M 1.25% +9,013 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: not reported; 2024Q4: not reported; 2025Q1: 431,744 shares; 2025Q2: 449,484 shares; 2025Q3: 465,235 shares 465,235 $23.8M 1.25% +15,751 Timeline IWL 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: 377,317 shares; 2024Q4: 365,416 shares; 2025Q1: 215,150 shares; 2025Q2: 207,352 shares; 2025Q3: 135,879 shares 135,879 $22.6M 1.19% -71,473 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,456 shares; 2024Q4: 483,943 shares; 2025Q1: 517,950 shares; 2025Q2: 421,860 shares; 2025Q3: 414,427 shares 414,427 $22.3M 1.17% -7,433 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,118 shares; 2024Q4: 123,711 shares; 2025Q1: 124,836 shares; 2025Q2: 145,248 shares; 2025Q3: 152,156 shares 152,156 $21.2M 1.11% +6,908 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: 80,123 shares; 2024Q4: 78,843 shares; 2025Q1: 77,818 shares; 2025Q2: 80,297 shares; 2025Q3: 78,994 shares 78,994 $19.2M 1.01% -1,303 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221,876 shares; 2025Q3: 221,778 shares 221,778 $18.3M 0.96% -98 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: 153,154 shares; 2024Q4: 159,344 shares; 2025Q1: 160,411 shares; 2025Q2: 150,354 shares; 2025Q3: 152,880 shares 152,880 $18.2M 0.95% +2,526 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: 186,379 shares; 2024Q4: 197,426 shares; 2025Q1: 309,117 shares; 2025Q2: 317,283 shares; 2025Q3: 335,876 shares 335,876 $17.5M 0.92% +18,593 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: 17,741 shares; 2024Q4: 17,463 shares; 2025Q1: 16,810 shares; 2025Q2: 17,251 shares; 2025Q3: 17,049 shares 17,049 $15.8M 0.83% -202 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: 29,150 shares; 2024Q4: 72,065 shares; 2025Q1: 74,217 shares; 2025Q2: 78,033 shares; 2025Q3: 77,303 shares 77,303 $14.4M 0.76% -730 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: 8,932 shares; 2024Q4: 8,899 shares; 2025Q1: 8,713 shares; 2025Q2: 128,843 shares; 2025Q3: 126,027 shares 126,027 $13.6M 0.71% -2,816 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: 18,180 shares; 2024Q4: 18,107 shares; 2025Q1: 18,108 shares; 2025Q2: 18,685 shares; 2025Q3: 18,515 shares 18,515 $12.6M 0.66% -170 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: 152,841 shares; 2024Q4: 198,644 shares; 2025Q1: 178,042 shares; 2025Q2: 172,190 shares; 2025Q3: 169,644 shares 169,644 $12.6M 0.66% -2,546 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: 85,331 shares; 2024Q4: 84,683 shares; 2025Q1: 83,858 shares; 2025Q2: 85,826 shares; 2025Q3: 85,550 shares 85,550 $12.4M 0.65% -276 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: 20,576 shares; 2024Q4: 20,386 shares; 2025Q1: 20,385 shares; 2025Q2: 20,901 shares; 2025Q3: 20,701 shares 20,701 $11.8M 0.62% -200 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: 29,000 shares; 2024Q4: 28,895 shares; 2025Q1: 28,572 shares; 2025Q2: 28,873 shares; 2025Q3: 28,690 shares 28,690 $11.6M 0.61% -183 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: 5,859 shares; 2024Q4: 13,787 shares; 2025Q1: 15,013 shares; 2025Q2: 15,307 shares; 2025Q3: 15,621 shares 15,621 $11.5M 0.6% +314 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: 8,729 shares; 2024Q4: 8,908 shares; 2025Q1: 9,607 shares; 2025Q2: 9,802 shares; 2025Q3: 9,499 shares 9,499 $11.4M 0.6% -303 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: 48,175 shares; 2024Q4: 47,931 shares; 2025Q1: 48,896 shares; 2025Q2: 50,744 shares; 2025Q3: 50,439 shares 50,439 $11.1M 0.58% -305 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: 13,687 shares; 2024Q4: 13,748 shares; 2025Q1: 13,949 shares; 2025Q2: 14,549 shares; 2025Q3: 14,335 shares 14,335 $11.1M 0.58% -214 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: 18,443 shares; 2024Q4: 18,407 shares; 2025Q1: 18,658 shares; 2025Q2: 31,803 shares; 2025Q3: 31,563 shares 31,563 $10.5M 0.55% -240 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 20,755 shares; 2025Q1: 20,526 shares; 2025Q2: 20,822 shares; 2025Q3: 20,958 shares 20,958 $10.5M 0.55% +136 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,637 shares; 2024Q4: 78,095 shares; 2025Q1: 82,350 shares; 2025Q2: 112,153 shares; 2025Q3: 113,589 shares 113,589 $10.1M 0.53% +1,436 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: 30,789 shares; 2024Q4: 31,241 shares; 2025Q1: 30,964 shares; 2025Q2: 32,419 shares; 2025Q3: 32,377 shares 32,377 $10M 0.53% -42 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: 43,697 shares; 2024Q4: 43,746 shares; 2025Q1: 43,580 shares; 2025Q2: 45,391 shares; 2025Q3: 45,336 shares 45,336 $10M 0.53% -55 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: 151,770 shares; 2024Q4: 159,827 shares; 2025Q1: 166,778 shares; 2025Q2: 170,130 shares; 2025Q3: 171,949 shares 171,949 $10M 0.53% +1,819 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,669 shares; 2024Q4: 57,088 shares; 2025Q1: 58,559 shares; 2025Q2: 63,934 shares; 2025Q3: 63,583 shares 63,583 $9.53M 0.5% -351 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: 17,582 shares; 2024Q4: 17,759 shares; 2025Q1: 18,412 shares; 2025Q2: 19,935 shares; 2025Q3: 19,685 shares 19,685 $9.35M 0.49% -250 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: 4,501 shares; 2024Q4: 5,303 shares; 2025Q1: 8,501 shares; 2025Q2: 10,894 shares; 2025Q3: 14,804 shares 14,804 $9.07M 0.48% +3,910 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: 19,384 shares; 2024Q4: 18,844 shares; 2025Q1: 18,567 shares; 2025Q2: 18,557 shares; 2025Q3: 18,475 shares 18,475 $8.86M 0.47% -82 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: 21,285 shares; 2024Q4: 22,620 shares; 2025Q1: 24,243 shares; 2025Q2: 26,152 shares; 2025Q3: 25,551 shares 25,551 $8.8M 0.46% -601 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,461 shares; 2024Q4: 18,044 shares; 2025Q1: 16,986 shares; 2025Q2: 19,829 shares; 2025Q3: 19,929 shares 19,929 $8.58M 0.45% +100 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: 26,448 shares; 2024Q4: 26,037 shares; 2025Q1: 25,933 shares; 2025Q2: 26,884 shares; 2025Q3: 26,926 shares 26,926 $8.49M 0.45% +42 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,808 shares; 2024Q4: 151,197 shares; 2025Q1: 109,784 shares; 2025Q2: 233,358 shares; 2025Q3: 230,443 shares 230,443 $8.37M 0.44% -2,915 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: 215,019 shares; 2024Q4: 414,282 shares; 2025Q1: 357,843 shares; 2025Q2: 349,783 shares; 2025Q3: 344,193 shares 344,193 $8.01M 0.42% -5,590 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,603 shares 18,603 $7.71M 0.4% new 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: 32,459 shares; 2024Q4: 32,247 shares; 2025Q1: 29,360 shares; 2025Q2: 28,824 shares; 2025Q3: 28,623 shares 28,623 $6.93M 0.36% -201 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: 69,052 shares; 2024Q4: 88,788 shares; 2025Q1: 66,453 shares; 2025Q2: 74,588 shares; 2025Q3: 73,960 shares 73,960 $6.91M 0.36% -628 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,017 shares; 2024Q4: 50,338 shares; 2025Q1: 51,073 shares; 2025Q2: 51,239 shares; 2025Q3: 54,611 shares 54,611 $6.87M 0.36% +3,372 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,508 shares 125,508 $6.82M 0.36% new 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: 9,720 shares; 2024Q4: 9,603 shares; 2025Q1: 9,500 shares; 2025Q2: 10,708 shares; 2025Q3: 10,887 shares 10,887 $6.54M 0.34% +179 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,644 shares; 2024Q4: 77,438 shares; 2025Q1: 78,594 shares; 2025Q2: 77,538 shares; 2025Q3: 76,957 shares 76,957 $6.52M 0.34% -581 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: 81,374 shares; 2024Q4: 92,156 shares; 2025Q1: 82,091 shares; 2025Q2: 90,733 shares; 2025Q3: 89,786 shares 89,786 $6.41M 0.34% -947 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,349 shares; 2024Q4: 57,505 shares; 2025Q1: 54,567 shares; 2025Q2: 55,742 shares; 2025Q3: 47,102 shares 47,102 $6.07M 0.32% -8,640 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: 98,304 shares; 2024Q4: 89,554 shares; 2025Q1: 79,627 shares; 2025Q2: 77,961 shares; 2025Q3: 76,333 shares 76,333 $5.98M 0.31% -1,628 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: 40,930 shares; 2024Q4: 40,462 shares; 2025Q1: 40,444 shares; 2025Q2: 42,297 shares; 2025Q3: 42,015 shares 42,015 $5.9M 0.31% -282 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: 34,057 shares; 2024Q4: 33,286 shares; 2025Q1: 33,300 shares; 2025Q2: 33,504 shares; 2025Q3: 38,160 shares 38,160 $5.86M 0.31% +4,656 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: 10,650 shares; 2024Q4: 10,106 shares; 2025Q1: 10,156 shares; 2025Q2: 22,256 shares; 2025Q3: 21,993 shares 21,993 $5.59M 0.29% -263 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: 21,232 shares; 2024Q4: 21,250 shares; 2025Q1: 22,026 shares; 2025Q2: 24,102 shares; 2025Q3: 24,033 shares 24,033 $5.56M 0.29% -69 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,173 shares; 2025Q3: 31,506 shares 31,506 $5.31M 0.28% +4,333 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: 41,545 shares; 2024Q4: 41,146 shares; 2025Q1: 37,372 shares; 2025Q2: 35,685 shares; 2025Q3: 35,613 shares 35,613 $5.19M 0.27% -72 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: 12,729 shares; 2024Q4: 12,693 shares; 2025Q1: 12,684 shares; 2025Q2: 14,850 shares; 2025Q3: 14,677 shares 14,677 $5.18M 0.27% -173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,350 shares 40,350 $4.99M 0.26% new 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: 9,334 shares; 2024Q4: 9,154 shares; 2025Q1: 9,060 shares; 2025Q2: 10,307 shares; 2025Q3: 10,055 shares 10,055 $4.8M 0.25% -252 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: 82,692 shares; 2024Q4: 87,702 shares; 2025Q1: 51,277 shares; 2025Q2: 50,674 shares; 2025Q3: 49,633 shares 49,633 $4.72M 0.25% -1,041 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: 6,170 shares; 2024Q4: 6,259 shares; 2025Q1: 6,216 shares; 2025Q2: 6,180 shares; 2025Q3: 6,110 shares 6,110 $4.66M 0.24% -70 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 6 shares 6 $4.53M 0.24% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,484 shares; 2024Q4: 320,129 shares; 2025Q1: 48,140 shares; 2025Q2: 40,641 shares; 2025Q3: 38,131 shares 38,131 $4.34M 0.23% -2,510 Timeline MUNI 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: 255,209 shares; 2024Q4: 210,831 shares; 2025Q1: 72,581 shares; 2025Q2: 80,984 shares; 2025Q3: 82,278 shares 82,278 $4.3M 0.23% +1,294 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,334 shares; 2024Q4: 10,314 shares; 2025Q1: 10,255 shares; 2025Q2: 10,863 shares; 2025Q3: 4,486 shares 4,486 $4.28M 0.22% -6,377 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,751 shares; 2024Q4: 35,264 shares; 2025Q1: 33,098 shares; 2025Q2: 32,231 shares; 2025Q3: 30,010 shares 30,010 $4.27M 0.22% -2,221 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: 1,867 shares; 2024Q4: 1,849 shares; 2025Q1: 2,316 shares; 2025Q2: 30,072 shares; 2025Q3: 30,023 shares 30,023 $4.15M 0.22% -49 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: 22,590 shares; 2024Q4: 21,411 shares; 2025Q1: 20,558 shares; 2025Q2: 20,048 shares; 2025Q3: 19,705 shares 19,705 $4.01M 0.21% -343 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: 30,413 shares; 2024Q4: 30,765 shares; 2025Q1: 32,477 shares; 2025Q2: 36,771 shares; 2025Q3: 35,758 shares 35,758 $3.9M 0.2% -1,013 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: 12,509 shares; 2024Q4: 12,440 shares; 2025Q1: 12,898 shares; 2025Q2: 12,784 shares; 2025Q3: 12,764 shares 12,764 $3.88M 0.2% -20 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: 21,121 shares; 2024Q4: 20,345 shares; 2025Q1: 21,012 shares; 2025Q2: 24,014 shares; 2025Q3: 24,644 shares 24,644 $3.83M 0.2% +630 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: 6,595 shares; 2024Q4: 6,652 shares; 2025Q1: 6,682 shares; 2025Q2: 7,363 shares; 2025Q3: 7,428 shares 7,428 $3.71M 0.19% +65 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: 12,846 shares; 2024Q4: 12,777 shares; 2025Q1: 13,454 shares; 2025Q2: 13,765 shares; 2025Q3: 14,282 shares 14,282 $3.59M 0.19% +517 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: 19,176 shares; 2024Q4: 19,592 shares; 2025Q1: 20,136 shares; 2025Q2: 19,279 shares; 2025Q3: 19,041 shares 19,041 $3.53M 0.19% -238 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: 11,454 shares; 2024Q4: 11,380 shares; 2025Q1: 11,713 shares; 2025Q2: 11,462 shares; 2025Q3: 11,402 shares 11,402 $3.35M 0.18% -60 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: 82,118 shares; 2024Q4: 81,367 shares; 2025Q1: 67,970 shares; 2025Q2: 73,350 shares; 2025Q3: 71,379 shares 71,379 $3.34M 0.18% -1,971 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: 18,884 shares; 2024Q4: 18,578 shares; 2025Q1: 18,433 shares; 2025Q2: 21,056 shares; 2025Q3: 20,646 shares 20,646 $3.28M 0.17% -410 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: 26,779 shares; 2024Q4: 26,726 shares; 2025Q1: 27,621 shares; 2025Q2: 34,857 shares; 2025Q3: 33,709 shares 33,709 $3.25M 0.17% -1,148 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: 11,557 shares; 2024Q4: 11,434 shares; 2025Q1: 11,157 shares; 2025Q2: 10,987 shares; 2025Q3: 10,926 shares 10,926 $3.25M 0.17% -61 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: 38,873 shares; 2024Q4: 41,952 shares; 2025Q1: 37,479 shares; 2025Q2: 34,986 shares; 2025Q3: 34,956 shares 34,956 $3.25M 0.17% -30 Timeline FNOV 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: 60,465 shares; 2024Q4: 61,386 shares; 2025Q1: 61,386 shares; 2025Q2: 61,386 shares; 2025Q3: 61,386 shares 61,386 $3.25M 0.17% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,066 shares; 2024Q4: 27,847 shares; 2025Q1: 26,176 shares; 2025Q2: 29,932 shares; 2025Q3: 28,607 shares 28,607 $3.16M 0.17% -1,325 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,013 shares; 2025Q2: 76,608 shares; 2025Q3: 131,890 shares 131,890 $3.16M 0.17% +55,282 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,018 shares; 2025Q2: 36,473 shares; 2025Q3: 38,382 shares 38,382 $3.06M 0.16% +1,909 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: 5,073 shares; 2024Q4: 5,077 shares; 2025Q1: 5,970 shares; 2025Q2: 21,332 shares; 2025Q3: 22,095 shares 22,095 $2.96M 0.16% +763 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: not reported; 2024Q4: 28,635 shares; 2025Q1: 26,160 shares; 2025Q2: 63,499 shares; 2025Q3: 63,684 shares 63,684 $2.94M 0.15% +185 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,455 shares; 2024Q4: 33,455 shares; 2025Q1: 33,455 shares; 2025Q2: 31,999 shares; 2025Q3: 32,107 shares 32,107 $2.88M 0.15% +108 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: 15,892 shares; 2024Q4: 15,725 shares; 2025Q1: 15,250 shares; 2025Q2: 14,850 shares; 2025Q3: 13,683 shares 13,683 $2.86M 0.15% -1,167 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: 18,251 shares; 2024Q4: 16,306 shares; 2025Q1: 14,979 shares; 2025Q2: 14,547 shares; 2025Q3: 14,597 shares 14,597 $2.84M 0.15% +50 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: 30,124 shares; 2024Q4: 31,194 shares; 2025Q1: 33,783 shares; 2025Q2: 33,925 shares; 2025Q3: 37,535 shares 37,535 $2.83M 0.15% +3,610 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: 7,171 shares; 2024Q4: 7,168 shares; 2025Q1: 7,516 shares; 2025Q2: 7,511 shares; 2025Q3: 8,235 shares 8,235 $2.81M 0.15% +724 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: 14,215 shares; 2024Q4: 13,815 shares; 2025Q1: 12,302 shares; 2025Q2: 11,980 shares; 2025Q3: 11,151 shares 11,151 $2.75M 0.14% -829 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: not reported; 2024Q4: not reported; 2025Q1: 54,884 shares; 2025Q2: 54,237 shares; 2025Q3: 55,772 shares 55,772 $2.68M 0.14% +1,535 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: 12,071 shares; 2024Q4: 12,022 shares; 2025Q1: 12,299 shares; 2025Q2: 14,323 shares; 2025Q3: 13,883 shares 13,883 $2.55M 0.13% -440 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,268 shares; 2025Q2: 81,211 shares; 2025Q3: 79,831 shares 79,831 $2.55M 0.13% -1,380 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: 8,548 shares; 2024Q4: 8,337 shares; 2025Q1: 7,764 shares; 2025Q2: 7,399 shares; 2025Q3: 7,434 shares 7,434 $2.54M 0.13% +35 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,346 shares; 2024Q4: 62,350 shares; 2025Q1: 58,504 shares; 2025Q2: 57,810 shares; 2025Q3: 56,762 shares 56,762 $2.43M 0.13% -1,048 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: 3,314 shares; 2024Q4: not reported; 2025Q1: 3,314 shares; 2025Q2: 32,297 shares; 2025Q3: 33,034 shares 33,034 $2.35M 0.12% +737 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: 7,545 shares; 2024Q4: 7,470 shares; 2025Q1: 7,822 shares; 2025Q2: 7,923 shares; 2025Q3: 8,660 shares 8,660 $2.26M 0.12% +737 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,566 shares; 2025Q1: 18,535 shares; 2025Q2: 41,497 shares; 2025Q3: 43,124 shares 43,124 $2.2M 0.12% +1,627 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: 3,676 shares; 2024Q4: 3,687 shares; 2025Q1: 3,182 shares; 2025Q2: 3,310 shares; 2025Q3: 3,270 shares 3,270 $2.18M 0.11% -40 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,261 shares; 2024Q4: 55,089 shares; 2025Q1: 47,818 shares; 2025Q2: 38,137 shares; 2025Q3: 37,137 shares 37,137 $2.13M 0.11% -1,000 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: 25,967 shares; 2024Q4: 23,654 shares; 2025Q1: 25,031 shares; 2025Q2: 33,361 shares; 2025Q3: 33,005 shares 33,005 $2.06M 0.11% -356 Timeline DGRO 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: 29,354 shares; 2024Q4: 27,348 shares; 2025Q1: 29,739 shares; 2025Q2: 29,919 shares; 2025Q3: 29,902 shares 29,902 $2.04M 0.11% -17 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: 29,428 shares; 2024Q4: 27,382 shares; 2025Q1: 24,055 shares; 2025Q2: 23,937 shares; 2025Q3: 24,004 shares 24,004 $2.03M 0.11% +67 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: 5,678 shares; 2024Q4: 6,378 shares; 2025Q1: 6,910 shares; 2025Q2: 6,928 shares; 2025Q3: 7,143 shares 7,143 $2.01M 0.11% +215 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,897 shares; 2025Q3: 8,312 shares 8,312 $1.99M 0.1% +415 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: 21,260 shares; 2024Q4: 20,011 shares; 2025Q1: 22,676 shares; 2025Q2: 21,656 shares; 2025Q3: 23,325 shares 23,325 $1.96M 0.1% +1,669 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: 10,322 shares; 2024Q4: 10,322 shares; 2025Q1: 10,113 shares; 2025Q2: 10,113 shares; 2025Q3: 10,058 shares 10,058 $1.88M 0.1% -55 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 3,151 shares; 2025Q3: 3,111 shares 3,111 $1.85M 0.1% -40 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: not reported; 2024Q4: 3,764 shares; 2025Q1: 4,671 shares; 2025Q2: 21,473 shares; 2025Q3: 21,649 shares 21,649 $1.81M 0.1% +176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,696 shares; 2025Q3: 8,945 shares 8,945 $1.8M 0.09% +249 Timeline FDEC 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: 30,716 shares; 2024Q4: 34,931 shares; 2025Q1: 34,931 shares; 2025Q2: 34,931 shares; 2025Q3: 34,931 shares 34,931 $1.72M 0.09% 0 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,178 shares; 2024Q4: 16,197 shares; 2025Q1: 16,217 shares; 2025Q2: 13,715 shares; 2025Q3: 13,734 shares 13,734 $1.7M 0.09% +19 Timeline FVD 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: 42,043 shares; 2024Q4: 41,608 shares; 2025Q1: 40,487 shares; 2025Q2: 39,302 shares; 2025Q3: 36,512 shares 36,512 $1.69M 0.09% -2,790 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: 6,006 shares; 2024Q4: 5,909 shares; 2025Q1: 5,715 shares; 2025Q2: 5,195 shares; 2025Q3: 5,137 shares 5,137 $1.69M 0.09% -58 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: 6,034 shares; 2024Q4: 6,016 shares; 2025Q1: 5,855 shares; 2025Q2: 5,837 shares; 2025Q3: 5,732 shares 5,732 $1.68M 0.09% -105 Timeline FOCT 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: 36,815 shares; 2024Q4: 36,780 shares; 2025Q1: 36,780 shares; 2025Q2: 35,105 shares; 2025Q3: 35,025 shares 35,025 $1.66M 0.09% -80 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: 5,880 shares; 2024Q4: 5,880 shares; 2025Q1: 5,542 shares; 2025Q2: 5,246 shares; 2025Q3: 5,128 shares 5,128 $1.64M 0.09% -118 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: 8,866 shares; 2024Q4: 8,779 shares; 2025Q1: 8,732 shares; 2025Q2: 8,273 shares; 2025Q3: 8,268 shares 8,268 $1.57M 0.08% -5 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: 6,818 shares; 2024Q4: 6,802 shares; 2025Q1: 6,927 shares; 2025Q2: 6,345 shares; 2025Q3: 6,335 shares 6,335 $1.56M 0.08% -10 Timeline FJUN 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: 26,734 shares; 2024Q4: 26,734 shares; 2025Q1: 26,734 shares; 2025Q2: 27,673 shares; 2025Q3: 27,673 shares 27,673 $1.55M 0.08% 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: 6,913 shares; 2024Q4: 6,452 shares; 2025Q1: 6,224 shares; 2025Q2: 6,203 shares; 2025Q3: 5,945 shares 5,945 $1.52M 0.08% -258 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: 16,203 shares; 2024Q4: 15,961 shares; 2025Q1: 14,707 shares; 2025Q2: 14,718 shares; 2025Q3: 14,593 shares 14,593 $1.5M 0.08% -125 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,662 shares; 2024Q4: 37,083 shares; 2025Q1: 32,303 shares; 2025Q2: 29,753 shares; 2025Q3: 28,255 shares 28,255 $1.5M 0.08% -1,498 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: 15,220 shares; 2024Q4: 14,560 shares; 2025Q1: 14,414 shares; 2025Q2: 13,911 shares; 2025Q3: 13,216 shares 13,216 $1.49M 0.08% -695 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,093 shares; 2025Q1: 2,070 shares; 2025Q2: 2,044 shares; 2025Q3: 5,364 shares 5,364 $1.47M 0.08% +3,320 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: 41,344 shares; 2024Q4: 42,443 shares; 2025Q1: 43,728 shares; 2025Q2: 45,392 shares; 2025Q3: 44,994 shares 44,994 $1.41M 0.07% -398 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: 8,713 shares; 2024Q4: 8,582 shares; 2025Q1: 6,726 shares; 2025Q2: 6,719 shares; 2025Q3: 6,600 shares 6,600 $1.41M 0.07% -119 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: 5,726 shares; 2024Q4: 5,787 shares; 2025Q1: 5,787 shares; 2025Q2: 5,383 shares; 2025Q3: 5,780 shares 5,780 $1.41M 0.07% +397 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: 3,213 shares; 2024Q4: 3,045 shares; 2025Q1: 2,769 shares; 2025Q2: 2,773 shares; 2025Q3: 2,797 shares 2,797 $1.41M 0.07% +24 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: 4,164 shares; 2024Q4: 3,602 shares; 2025Q1: 3,547 shares; 2025Q2: 3,144 shares; 2025Q3: 2,866 shares 2,866 $1.39M 0.07% -278 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: 8,337 shares; 2024Q4: 31,514 shares; 2025Q1: 27,150 shares; 2025Q2: 24,570 shares; 2025Q3: 24,314 shares 24,314 $1.38M 0.07% -256 Timeline VIGI 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: 28,999 shares; 2024Q4: 28,452 shares; 2025Q1: 15,106 shares; 2025Q2: 15,258 shares; 2025Q3: 15,212 shares 15,212 $1.36M 0.07% -46 Timeline DEM 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: 8,181 shares; 2024Q4: 8,181 shares; 2025Q1: 30,080 shares; 2025Q2: 29,542 shares; 2025Q3: 28,993 shares 28,993 $1.33M 0.07% -549 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,833 shares; 2024Q4: 22,577 shares; 2025Q1: 19,062 shares; 2025Q2: 18,714 shares; 2025Q3: 16,955 shares 16,955 $1.33M 0.07% -1,759 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: 11,925 shares; 2024Q4: 12,095 shares; 2025Q1: 11,893 shares; 2025Q2: 10,962 shares; 2025Q3: 9,270 shares 9,270 $1.31M 0.07% -1,692 Timeline FSEP 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: 23,809 shares; 2024Q4: 23,809 shares; 2025Q1: 25,279 shares; 2025Q2: 25,279 shares; 2025Q3: 25,279 shares 25,279 $1.28M 0.07% 0 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: 200,022 shares; 2024Q4: 212,797 shares; 2025Q1: 47,269 shares; 2025Q2: 30,133 shares; 2025Q3: 26,064 shares 26,064 $1.27M 0.07% -4,069 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: 24,739 shares; 2024Q4: 26,122 shares; 2025Q1: 30,196 shares; 2025Q2: 29,132 shares; 2025Q3: 29,025 shares 29,025 $1.26M 0.07% -107 Timeline FMAY 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: 23,921 shares; 2024Q4: 23,921 shares; 2025Q1: 23,921 shares; 2025Q2: 23,921 shares; 2025Q3: 23,921 shares 23,921 $1.25M 0.07% 0 Timeline FMAR 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: 25,091 shares; 2024Q4: 25,091 shares; 2025Q1: 26,727 shares; 2025Q2: 26,727 shares; 2025Q3: 26,727 shares 26,727 $1.24M 0.07% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,697 shares; 2024Q4: 13,188 shares; 2025Q1: 11,640 shares; 2025Q2: 13,809 shares; 2025Q3: 13,704 shares 13,704 $1.2M 0.06% -105 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: 5,645 shares; 2024Q4: 5,167 shares; 2025Q1: 5,167 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares 5,167 $1.19M 0.06% 0 Timeline FBT 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: 8,317 shares; 2024Q4: 7,600 shares; 2025Q1: 7,358 shares; 2025Q2: 7,358 shares; 2025Q3: 6,517 shares 6,517 $1.17M 0.06% -841 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,189 shares; 2024Q4: 244,280 shares; 2025Q1: 31,336 shares; 2025Q2: 24,074 shares; 2025Q3: 21,680 shares 21,680 $1.15M 0.06% -2,394 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,546 shares; 2024Q4: 23,614 shares; 2025Q1: 30,820 shares; 2025Q2: 30,895 shares; 2025Q3: 30,921 shares 30,921 $1.15M 0.06% +26 Timeline SPMD 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: 23,840 shares; 2024Q4: 20,952 shares; 2025Q1: 20,118 shares; 2025Q2: 20,092 shares; 2025Q3: 20,065 shares 20,065 $1.15M 0.06% -27 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: 1,572 shares; 2024Q4: 1,549 shares; 2025Q1: 1,552 shares; 2025Q2: 1,578 shares; 2025Q3: 1,536 shares 1,536 $1.15M 0.06% -42 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,296 shares; 2025Q2: 16,670 shares; 2025Q3: 22,553 shares 22,553 $1.14M 0.06% +5,883 Timeline QQQJ 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: 36,919 shares; 2024Q4: 31,721 shares; 2025Q1: 31,484 shares; 2025Q2: 31,086 shares; 2025Q3: 31,065 shares 31,065 $1.11M 0.06% -21 Timeline KXI 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: 21,180 shares; 2024Q4: 19,210 shares; 2025Q1: 17,570 shares; 2025Q2: 17,222 shares; 2025Q3: 17,222 shares 17,222 $1.11M 0.06% 0 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: 4,055 shares; 2024Q4: 3,395 shares; 2025Q1: 2,532 shares; 2025Q2: 2,301 shares; 2025Q3: 2,445 shares 2,445 $1.09M 0.06% +144 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,412 shares; 2025Q2: 13,547 shares; 2025Q3: 21,559 shares 21,559 $1.06M 0.06% +8,012 Timeline GRID 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: 8,326 shares; 2024Q4: 8,628 shares; 2025Q1: 6,170 shares; 2025Q2: 6,172 shares; 2025Q3: 7,004 shares 7,004 $1.06M 0.06% +832 Timeline DNOV 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: 23,485 shares; 2024Q4: 22,535 shares; 2025Q1: 22,535 shares; 2025Q2: 22,535 shares; 2025Q3: 22,535 shares 22,535 $1.06M 0.06% 0 Timeline DOCT 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: 23,866 shares; 2024Q4: 24,416 shares; 2025Q1: 24,416 shares; 2025Q2: 24,416 shares; 2025Q3: 24,416 shares 24,416 $1.05M 0.06% 0 Timeline FAPR 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: 23,012 shares; 2024Q4: 23,012 shares; 2025Q1: 23,012 shares; 2025Q2: 23,012 shares; 2025Q3: 24,172 shares 24,172 $1.05M 0.06% +1,160 Timeline USHY 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: 117,080 shares; 2024Q4: 121,935 shares; 2025Q1: 29,271 shares; 2025Q2: 27,150 shares; 2025Q3: 27,267 shares 27,267 $1.03M 0.05% +117 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: 8,585 shares; 2024Q4: 8,535 shares; 2025Q1: 8,521 shares; 2025Q2: 8,267 shares; 2025Q3: 8,404 shares 8,404 $1.01M 0.05% +137 Timeline XJH 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: 16,824 shares; 2024Q4: 17,509 shares; 2025Q1: 23,692 shares; 2025Q2: 22,844 shares; 2025Q3: 22,645 shares 22,645 $993K 0.05% -199 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 7,419 shares; 2025Q2: 19,176 shares; 2025Q3: 19,176 shares 19,176 $971K 0.05% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,163 shares; 2024Q4: 46,161 shares; 2025Q1: 42,375 shares; 2025Q2: 42,351 shares; 2025Q3: 34,586 shares 34,586 $911K 0.05% -7,765 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: 4,910 shares; 2024Q4: 4,996 shares; 2025Q1: 4,840 shares; 2025Q2: 4,950 shares; 2025Q3: 4,954 shares 4,954 $846K 0.04% +4 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: 1,455 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,154 shares; 2025Q3: 2,251 shares 2,251 $800K 0.04% +97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,521 shares 2,521 $790K 0.04% new 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: 4,602 shares; 2024Q4: 3,825 shares; 2025Q1: 3,826 shares; 2025Q2: 3,826 shares; 2025Q3: 3,805 shares 3,805 $781K 0.04% -21 Timeline FAUG 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: 14,349 shares; 2024Q4: 14,349 shares; 2025Q1: 14,349 shares; 2025Q2: 14,349 shares; 2025Q3: 15,038 shares 15,038 $781K 0.04% +689 Timeline DMAR 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: 18,730 shares; 2024Q4: 18,730 shares; 2025Q1: 18,730 shares; 2025Q2: 18,730 shares; 2025Q3: 18,730 shares 18,730 $764K 0.04% 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: 3,511 shares; 2024Q4: 3,473 shares; 2025Q1: 3,473 shares; 2025Q2: 3,473 shares; 2025Q3: 3,481 shares 3,481 $759K 0.04% +8 Timeline MVBF MVB FINL CORP More: the full row for MVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,876 shares; 2024Q4: 25,876 shares; 2025Q1: 29,876 shares; 2025Q2: 29,876 shares; 2025Q3: 29,877 shares 29,877 $749K 0.04% +1 Timeline DSEP 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: 16,934 shares; 2024Q4: 16,934 shares; 2025Q1: 16,934 shares; 2025Q2: 16,934 shares; 2025Q3: 16,934 shares 16,934 $748K 0.04% 0 Timeline BUFY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,031 shares; 2025Q3: 34,331 shares 34,331 $746K 0.04% +23,300 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: 16,735 shares; 2024Q4: 14,844 shares; 2025Q1: 13,471 shares; 2025Q2: 13,240 shares; 2025Q3: 13,558 shares 13,558 $735K 0.04% +318 Timeline RSPM 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: 26,047 shares; 2024Q4: 24,264 shares; 2025Q1: 22,608 shares; 2025Q2: 21,848 shares; 2025Q3: 21,848 shares 21,848 $716K 0.04% 0 Timeline IVOO 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: 6,949 shares; 2024Q4: 6,949 shares; 2025Q1: 6,887 shares; 2025Q2: 6,452 shares; 2025Q3: 6,452 shares 6,452 $712K 0.04% 0 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: 4,470 shares; 2024Q4: 4,424 shares; 2025Q1: 4,438 shares; 2025Q2: 6,248 shares; 2025Q3: 6,248 shares 6,248 $703K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,094 shares; 2024Q4: 10,133 shares; 2025Q1: 10,149 shares; 2025Q2: 9,991 shares; 2025Q3: 10,581 shares 10,581 $702K 0.04% +590 Timeline FDN 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: 2,620 shares; 2024Q4: 2,507 shares; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: 2,507 shares 2,507 $702K 0.04% 0 Timeline FJUL 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: 14,454 shares; 2024Q4: 11,438 shares; 2025Q1: 11,438 shares; 2025Q2: 11,438 shares; 2025Q3: 12,756 shares 12,756 $698K 0.04% +1,318 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: 15,643 shares; 2024Q4: 14,193 shares; 2025Q1: 14,193 shares; 2025Q2: 12,683 shares; 2025Q3: 12,683 shares 12,683 $677K 0.04% 0 Timeline XAR 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: 2,699 shares; 2024Q4: 2,699 shares; 2025Q1: 2,699 shares; 2025Q2: 2,699 shares; 2025Q3: 2,699 shares 2,699 $634K 0.03% 0 Timeline RSPG 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: 7,814 shares; 2025Q3: 7,767 shares 7,767 $618K 0.03% -47 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: 4,321 shares; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 4,338 shares 4,338 $611K 0.03% +17 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: 144,402 shares; 2024Q4: 174,379 shares; 2025Q1: 24,491 shares; 2025Q2: 11,268 shares; 2025Q3: 5,728 shares 5,728 $610K 0.03% -5,540 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: 4,415 shares; 2024Q4: 4,291 shares; 2025Q1: 4,080 shares; 2025Q2: 3,450 shares; 2025Q3: 3,422 shares 3,422 $605K 0.03% -28 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: 4,686 shares; 2024Q4: 4,763 shares; 2025Q1: 5,203 shares; 2025Q2: 4,761 shares; 2025Q3: 4,861 shares 4,861 $601K 0.03% +100 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,923 shares; 2025Q1: 3,004 shares; 2025Q2: 3,004 shares; 2025Q3: 3,004 shares 3,004 $596K 0.03% 0 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: 19,286 shares; 2024Q4: 19,081 shares; 2025Q1: 19,576 shares; 2025Q2: 18,893 shares; 2025Q3: 1,724 shares 1,724 $595K 0.03% -17,169 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: 5,338 shares; 2024Q4: 5,338 shares; 2025Q1: 5,377 shares; 2025Q2: 5,264 shares; 2025Q3: 5,161 shares 5,161 $591K 0.03% -103 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: 5,665 shares; 2024Q4: 5,668 shares; 2025Q1: 5,670 shares; 2025Q2: 5,673 shares; 2025Q3: 5,627 shares 5,627 $588K 0.03% -46 Timeline FFEB 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: 6,292 shares; 2024Q4: 6,292 shares; 2025Q1: 9,620 shares; 2025Q2: 9,620 shares; 2025Q3: 10,545 shares 10,545 $582K 0.03% +925 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: 4,015 shares; 2024Q4: 4,081 shares; 2025Q1: 4,267 shares; 2025Q2: 4,058 shares; 2025Q3: 3,452 shares 3,452 $578K 0.03% -606 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: 20,410 shares; 2024Q4: 19,352 shares; 2025Q1: 19,657 shares; 2025Q2: 12,493 shares; 2025Q3: 12,538 shares 12,538 $573K 0.03% +45 Timeline PPA 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: 2,824 shares; 2024Q4: 3,807 shares; 2025Q1: 3,720 shares; 2025Q2: 3,672 shares; 2025Q3: 3,653 shares 3,653 $568K 0.03% -19 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: 21,090 shares; 2024Q4: 20,304 shares; 2025Q1: 20,207 shares; 2025Q2: 19,642 shares; 2025Q3: 19,988 shares 19,988 $564K 0.03% +346 Timeline IWY 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: 2,325 shares; 2024Q4: 2,325 shares; 2025Q1: 2,096 shares; 2025Q2: 2,023 shares; 2025Q3: 2,023 shares 2,023 $554K 0.03% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,556 shares; 2025Q1: 2,564 shares; 2025Q2: 2,556 shares; 2025Q3: 2,556 shares 2,556 $552K 0.03% 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: 7,358 shares; 2024Q4: 7,331 shares; 2025Q1: 7,557 shares; 2025Q2: 7,553 shares; 2025Q3: 8,049 shares 8,049 $544K 0.03% +496 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,364 shares; 2024Q4: 22,214 shares; 2025Q1: 13,722 shares; 2025Q2: 14,109 shares; 2025Q3: 15,320 shares 15,320 $544K 0.03% +1,211 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,829 shares 3,829 $542K 0.03% +2 Timeline VLUE 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: 4,453 shares; 2024Q4: 4,430 shares; 2025Q1: 4,340 shares; 2025Q2: 4,300 shares; 2025Q3: 4,283 shares 4,283 $536K 0.03% -17 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: 6,342 shares; 2024Q4: 6,400 shares; 2025Q1: 7,316 shares; 2025Q2: 7,370 shares; 2025Q3: 7,740 shares 7,740 $530K 0.03% +370 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: not reported; 2024Q4: not reported; 2025Q1: 7,946 shares; 2025Q2: 8,540 shares; 2025Q3: 8,794 shares 8,794 $518K 0.03% +254 Timeline BUFD 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: 21,912 shares; 2024Q4: 21,637 shares; 2025Q1: 21,637 shares; 2025Q2: 21,637 shares; 2025Q3: 18,720 shares 18,720 $517K 0.03% -2,917 Timeline XT 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: 7,071 shares; 2024Q4: 7,093 shares; 2025Q1: 7,093 shares; 2025Q2: 7,121 shares; 2025Q3: 7,121 shares 7,121 $512K 0.03% 0 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: 1,661 shares; 2024Q4: 1,662 shares; 2025Q1: 1,196 shares; 2025Q2: 1,196 shares; 2025Q3: 1,198 shares 1,198 $511K 0.03% +2 Timeline JUNM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,098 shares; 2025Q3: 15,098 shares 15,098 $511K 0.03% 0 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: 12,855 shares; 2024Q4: 12,483 shares; 2025Q1: 10,747 shares; 2025Q2: 15,489 shares; 2025Q3: 15,065 shares 15,065 $503K 0.03% -424 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: 21,641 shares; 2024Q4: 22,056 shares; 2025Q1: 18,868 shares; 2025Q2: 18,365 shares; 2025Q3: 16,268 shares 16,268 $484K 0.03% -2,097 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: 399 shares; 2025Q1: 423 shares; 2025Q2: 413 shares; 2025Q3: 414 shares 414 $482K 0.03% +1 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: 5,322 shares; 2024Q4: 4,737 shares; 2025Q1: 8,874 shares; 2025Q2: 9,188 shares; 2025Q3: 9,664 shares 9,664 $478K 0.03% +476 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,008 shares 2,008 $446K 0.02% +8 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: 9,025 shares; 2024Q4: 9,301 shares; 2025Q1: 9,806 shares; 2025Q2: 9,997 shares; 2025Q3: 9,754 shares 9,754 $440K 0.02% -243 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: 21,443 shares; 2024Q4: 18,992 shares; 2025Q1: 18,372 shares; 2025Q2: 6,160 shares; 2025Q3: 5,982 shares 5,982 $438K 0.02% -178 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: 5,671 shares; 2024Q4: 5,514 shares; 2025Q1: 4,812 shares; 2025Q2: 5,057 shares; 2025Q3: 4,571 shares 4,571 $433K 0.02% -486 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: 5,267 shares; 2024Q4: 5,301 shares; 2025Q1: 4,282 shares; 2025Q2: 4,149 shares; 2025Q3: 3,759 shares 3,759 $430K 0.02% -390 Timeline DDEC 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: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares 9,800 $429K 0.02% 0 Timeline IDHQ 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: 33,349 shares; 2024Q4: 34,930 shares; 2025Q1: 15,160 shares; 2025Q2: 13,077 shares; 2025Q3: 12,642 shares 12,642 $425K 0.02% -435 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: 2,496 shares; 2024Q4: 2,498 shares; 2025Q1: 2,470 shares; 2025Q2: 2,664 shares; 2025Q3: 2,666 shares 2,666 $421K 0.02% +2 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,229 shares; 2025Q1: 2,230 shares; 2025Q2: 2,714 shares; 2025Q3: 2,717 shares 2,717 $419K 0.02% +3 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: 5,521 shares; 2024Q4: 5,490 shares; 2025Q1: 5,490 shares; 2025Q2: 5,365 shares; 2025Q3: 5,365 shares 5,365 $417K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,216 shares; 2025Q1: 3,162 shares; 2025Q2: 3,027 shares; 2025Q3: 2,963 shares 2,963 $414K 0.02% -64 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: 14,571 shares; 2024Q4: 16,052 shares; 2025Q1: 6,743 shares; 2025Q2: 5,954 shares; 2025Q3: 3,768 shares 3,768 $402K 0.02% -2,186 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,550 shares; 2025Q1: 1,617 shares; 2025Q2: 1,589 shares; 2025Q3: 1,484 shares 1,484 $402K 0.02% -105 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 9,258 shares; 2025Q1: 9,258 shares; 2025Q2: 9,258 shares; 2025Q3: 9,258 shares 9,258 $401K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,956 shares; 2025Q1: 3,118 shares; 2025Q2: 3,118 shares; 2025Q3: 3,146 shares 3,146 $399K 0.02% +28 Timeline FJAN 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: 7,908 shares; 2024Q4: 7,908 shares; 2025Q1: 7,908 shares; 2025Q2: 7,908 shares; 2025Q3: 7,908 shares 7,908 $397K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 640 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares 1,127 $390K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,393 shares 1,393 $389K 0.02% -123 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: 4,734 shares; 2024Q4: 4,009 shares; 2025Q1: 4,012 shares; 2025Q2: 4,015 shares; 2025Q3: 4,018 shares 4,018 $382K 0.02% +3 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,938 shares; 2024Q4: 4,904 shares; 2025Q1: 5,232 shares; 2025Q2: 4,911 shares; 2025Q3: 4,911 shares 4,911 $377K 0.02% 0 Timeline HEFA 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: 15,473 shares; 2024Q4: 12,945 shares; 2025Q1: 10,351 shares; 2025Q2: 9,458 shares; 2025Q3: 9,458 shares 9,458 $375K 0.02% 0 Timeline DFEB 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: not reported; 2024Q4: not reported; 2025Q1: 8,047 shares; 2025Q2: 8,047 shares; 2025Q3: 8,047 shares 8,047 $374K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,634 shares; 2024Q4: 4,634 shares; 2025Q1: 4,634 shares; 2025Q2: 4,679 shares; 2025Q3: 4,683 shares 4,683 $374K 0.02% +4 Timeline SPTM 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: 5,865 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 4,595 shares; 2025Q3: 4,553 shares 4,553 $367K 0.02% -42 Timeline NOBL 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: 3,685 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares 3,505 $361K 0.02% 0 Timeline VFH 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: 3,154 shares; 2024Q4: 2,707 shares; 2025Q1: 2,715 shares; 2025Q2: 2,701 shares; 2025Q3: 2,703 shares 2,703 $355K 0.02% +2 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,486 shares; 2025Q3: 2,540 shares 2,540 $352K 0.02% +54 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,262 shares; 2024Q4: 18,991 shares; 2025Q1: 14,491 shares; 2025Q2: 14,491 shares; 2025Q3: 13,980 shares 13,980 $351K 0.02% -511 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: 743 shares; 2024Q4: 732 shares; 2025Q1: 780 shares; 2025Q2: 783 shares; 2025Q3: 783 shares 783 $350K 0.02% 0 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: 1,518 shares; 2024Q4: 1,523 shares; 2025Q1: 1,351 shares; 2025Q2: 1,272 shares; 2025Q3: 1,227 shares 1,227 $346K 0.02% -45 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: 3,127 shares; 2024Q4: 3,138 shares; 2025Q1: 3,127 shares; 2025Q2: 3,127 shares; 2025Q3: 3,100 shares 3,100 $344K 0.02% -27 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: 4,970 shares; 2024Q4: 4,960 shares; 2025Q1: 4,956 shares; 2025Q2: 4,923 shares; 2025Q3: 4,923 shares 4,923 $343K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 310 shares; 2025Q2: 311 shares; 2025Q3: 314 shares 314 $339K 0.02% +3 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: 1,368 shares; 2024Q4: 1,220 shares; 2025Q1: 1,202 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares 1,121 $337K 0.02% 0 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: 1,884 shares; 2024Q4: 1,975 shares; 2025Q1: 2,108 shares; 2025Q2: 2,036 shares; 2025Q3: 2,050 shares 2,050 $333K 0.02% +14 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD 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: 1,779 shares; 2025Q2: 1,788 shares; 2025Q3: 1,828 shares 1,828 $327K 0.02% +40 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: 2,826 shares; 2024Q4: 2,714 shares; 2025Q1: 2,964 shares; 2025Q2: 2,714 shares; 2025Q3: 2,714 shares 2,714 $326K 0.02% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,397 shares 2,397 $317K 0.02% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,987 shares; 2024Q4: 3,973 shares; 2025Q1: 3,972 shares; 2025Q2: 3,798 shares; 2025Q3: 3,804 shares 3,804 $316K 0.02% +6 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,717 shares; 2025Q3: 1,727 shares 1,727 $315K 0.02% +10 Timeline IXN 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: 3,009 shares; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares 3,009 $311K 0.02% 0 Timeline AIVL 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: 3,630 shares; 2024Q4: 2,688 shares; 2025Q1: 2,688 shares; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares 2,688 $307K 0.02% 0 Timeline STXG 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: 5,730 shares; 2024Q4: 5,730 shares; 2025Q1: 5,730 shares; 2025Q2: 5,858 shares; 2025Q3: 5,858 shares 5,858 $292K 0.02% 0 Timeline AOM 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: 7,992 shares; 2024Q4: 6,109 shares; 2025Q1: 6,109 shares; 2025Q2: 6,078 shares; 2025Q3: 6,078 shares 6,078 $289K 0.02% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,816 shares 2,816 $284K 0.01% new 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: 4,364 shares; 2024Q4: 4,364 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares 4,208 $277K 0.01% 0 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: not reported; 2024Q4: 945 shares; 2025Q1: 966 shares; 2025Q2: 908 shares; 2025Q3: 981 shares 981 $277K 0.01% +73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares 4,498 $275K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares 4,020 $271K 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: 1,072 shares; 2024Q4: 1,099 shares; 2025Q1: 1,127 shares; 2025Q2: 982 shares; 2025Q3: 997 shares 997 $269K 0.01% +15 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: 2,162 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 2,162 shares; 2025Q3: 2,162 shares 2,162 $269K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,175 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares 1,170 $266K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 1,912 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,827 shares 1,827 $266K 0.01% -50 Timeline DAUG 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: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 6,080 shares; 2025Q2: 6,080 shares; 2025Q3: 6,080 shares 6,080 $265K 0.01% 0 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: 1,835 shares; 2024Q4: 1,899 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares 1,835 $261K 0.01% 0 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: 272 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 267 shares 267 $259K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,907 shares; 2024Q4: 9,892 shares; 2025Q1: 8,930 shares; 2025Q2: not reported; 2025Q3: 9,983 shares 9,983 $254K 0.01% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,836 shares; 2025Q3: 2,836 shares 2,836 $253K 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: 5,829 shares; 2024Q4: 6,382 shares; 2025Q1: 5,746 shares; 2025Q2: 5,975 shares; 2025Q3: 5,750 shares 5,750 $253K 0.01% -225 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,653 shares; 2025Q3: 1,672 shares 1,672 $252K 0.01% +19 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: 8,497 shares; 2024Q4: 7,235 shares; 2025Q1: 6,036 shares; 2025Q2: 6,036 shares; 2025Q3: 5,585 shares 5,585 $245K 0.01% -451 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: 2,003 shares; 2024Q4: 2,108 shares; 2025Q1: 2,074 shares; 2025Q2: 1,960 shares; 2025Q3: 1,669 shares 1,669 $244K 0.01% -291 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,838 shares 1,838 $241K 0.01% new 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: 776 shares; 2024Q4: 778 shares; 2025Q1: 785 shares; 2025Q2: 779 shares; 2025Q3: 780 shares 780 $240K 0.01% +1 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 496 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 481 shares 481 $240K 0.01% 0 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: 9,249 shares; 2024Q4: 6,335 shares; 2025Q1: 4,365 shares; 2025Q2: 3,563 shares; 2025Q3: 2,970 shares 2,970 $237K 0.01% -593 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: 550 shares; 2024Q4: 567 shares; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 557 shares 557 $235K 0.01% +7 Timeline STXV 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: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 7,245 shares; 2025Q2: 7,245 shares; 2025Q3: 7,245 shares 7,245 $234K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,686 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,660 shares 1,660 $231K 0.01% +29 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares 1,867 $226K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares 1,997 $226K 0.01% 0 Timeline GJAN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares 5,335 $222K 0.01% 0 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: 4,263 shares; 2024Q4: 3,957 shares; 2025Q1: 3,634 shares; 2025Q2: 3,634 shares; 2025Q3: 3,641 shares 3,641 $219K 0.01% +7 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,938 shares; 2024Q4: 11,938 shares; 2025Q1: 12,190 shares; 2025Q2: 12,190 shares; 2025Q3: 12,190 shares 12,190 $218K 0.01% 0 Timeline SPSM 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: 6,171 shares; 2024Q4: 4,924 shares; 2025Q1: not reported; 2025Q2: 4,695 shares; 2025Q3: 4,663 shares 4,663 $216K 0.01% -32 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 584 shares 584 $216K 0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares 1,572 $213K 0.01% new Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares 12,500 $213K 0.01% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,503 shares 5,503 $212K 0.01% new Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,661 shares 2,661 $209K 0.01% new 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: 9,987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,177 shares 6,177 $207K 0.01% new Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,877 shares 3,877 $204K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,068 shares 1,068 $203K 0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,109 shares 3,109 $202K 0.01% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,012 shares 12,012 $161K 0.01% new Timeline NSPR INSPIREMD INC More: the full row for INSPIREMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $24.1K <0.01% 0 Timeline