CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,840 shares; 2024Q4: 939,579 shares; 2025Q1: 888,123 shares; 2025Q2: 929,218 shares; 2025Q3: 928,854 shares 928,854 $262M 60.65% -364 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: 33,440 shares; 2024Q4: 31,219 shares; 2025Q1: 31,486 shares; 2025Q2: 31,123 shares; 2025Q3: 30,737 shares 30,737 $20.6M 4.76% -386 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: 225,336 shares; 2024Q4: 236,882 shares; 2025Q1: 239,111 shares; 2025Q2: 235,020 shares; 2025Q3: 234,006 shares 234,006 $20.4M 4.73% -1,014 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: 25,025 shares; 2024Q4: 25,990 shares; 2025Q1: 26,434 shares; 2025Q2: 25,510 shares; 2025Q3: 24,812 shares 24,812 $16.5M 3.82% -698 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: 65,727 shares; 2024Q4: 60,866 shares; 2025Q1: 60,847 shares; 2025Q2: 61,996 shares; 2025Q3: 61,887 shares 61,887 $15.8M 3.65% -109 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: 120,947 shares; 2024Q4: 124,754 shares; 2025Q1: 124,754 shares; 2025Q2: 125,890 shares; 2025Q3: 125,890 shares 125,890 $11.8M 2.72% 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: 52,271 shares; 2024Q4: 46,122 shares; 2025Q1: 46,302 shares; 2025Q2: 46,727 shares; 2025Q3: 46,885 shares 46,885 $10.1M 2.34% +158 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: 89,131 shares; 2024Q4: 82,467 shares; 2025Q1: 86,112 shares; 2025Q2: 85,651 shares; 2025Q3: 85,560 shares 85,560 $8.82M 2.04% -91 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: 154,257 shares; 2024Q4: 152,712 shares; 2025Q1: 150,417 shares; 2025Q2: 145,693 shares; 2025Q3: 145,272 shares 145,272 $8.7M 2.01% -421 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: 19,372 shares; 2024Q4: 19,325 shares; 2025Q1: 17,650 shares; 2025Q2: 17,927 shares; 2025Q3: 17,942 shares 17,942 $8.4M 1.94% +15 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: 316,213 shares; 2024Q4: 319,033 shares; 2025Q1: 319,759 shares; 2025Q2: 320,501 shares; 2025Q3: 285,946 shares 285,946 $5.11M 1.18% -34,555 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: 45,559 shares; 2024Q4: 45,661 shares; 2025Q1: 45,747 shares; 2025Q2: 47,015 shares; 2025Q3: 47,114 shares 47,114 $4.55M 1.05% +99 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,234 shares; 2024Q4: 29,545 shares; 2025Q1: 29,724 shares; 2025Q2: 29,919 shares; 2025Q3: 30,098 shares 30,098 $4.22M 0.98% +179 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 8,099 shares; 2025Q1: 14,606 shares; 2025Q2: 14,424 shares; 2025Q3: 14,424 shares 14,424 $3.93M 0.91% 0 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: 13,796 shares; 2024Q4: 13,843 shares; 2025Q1: 13,871 shares; 2025Q2: 14,118 shares; 2025Q3: 14,142 shares 14,142 $3.6M 0.83% +24 Timeline KKR KKR & CO INC More: the full row for KKR & CO 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: 27,650 shares; 2025Q3: 27,650 shares 27,650 $3.59M 0.83% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,068 shares; 2024Q4: 16,675 shares; 2025Q1: 17,074 shares; 2025Q2: 14,237 shares; 2025Q3: 14,267 shares 14,267 $3.45M 0.8% +30 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: 48,776 shares; 2024Q4: 49,132 shares; 2025Q1: 43,402 shares; 2025Q2: 39,978 shares; 2025Q3: 39,978 shares 39,978 $2.64M 0.61% 0 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: 5,230 shares; 2024Q4: 5,230 shares; 2025Q1: 5,230 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares 5,230 $2.61M 0.6% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,076 shares; 2024Q4: 11,975 shares; 2025Q1: 8,715 shares; 2025Q2: 8,715 shares; 2025Q3: 8,715 shares 8,715 $1.77M 0.41% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,193 shares; 2024Q4: 31,701 shares; 2025Q1: 31,701 shares; 2025Q2: 31,993 shares; 2025Q3: 31,993 shares 31,993 $1.71M 0.4% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,331 shares; 2024Q4: 17,637 shares; 2025Q1: 17,637 shares; 2025Q2: 18,025 shares; 2025Q3: 18,025 shares 18,025 $1.22M 0.28% 0 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: 4,193 shares; 2024Q4: 3,869 shares; 2025Q1: 3,869 shares; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares 3,869 $941K 0.22% 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: 8,101 shares; 2024Q4: 8,159 shares; 2025Q1: 8,159 shares; 2025Q2: 8,240 shares; 2025Q3: 8,240 shares 8,240 $938K 0.22% 0 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: 4,027 shares; 2024Q4: 3,782 shares; 2025Q1: 3,782 shares; 2025Q2: 3,782 shares; 2025Q3: 3,782 shares 3,782 $921K 0.21% 0 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: 7,543 shares; 2024Q4: 6,761 shares; 2025Q1: 6,363 shares; 2025Q2: 2,372 shares; 2025Q3: 2,374 shares 2,374 $868K 0.2% +2 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,962 shares; 2024Q4: 5,989 shares; 2025Q1: 6,010 shares; 2025Q2: 6,033 shares; 2025Q3: 6,058 shares 6,058 $846K 0.2% +25 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: 4,870 shares; 2024Q4: 4,884 shares; 2025Q1: 4,903 shares; 2025Q2: 4,919 shares; 2025Q3: 4,040 shares 4,040 $766K 0.18% -879 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: 2,880 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares 2,720 $507K 0.12% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,916 shares; 2024Q4: 12,916 shares; 2025Q1: 12,916 shares; 2025Q2: 12,916 shares; 2025Q3: 12,916 shares 12,916 $480K 0.11% 0 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: 5,183 shares; 2024Q4: 5,205 shares; 2025Q1: 3,695 shares; 2025Q2: 2,403 shares; 2025Q3: 2,414 shares 2,414 $427K 0.1% +11 Timeline VTWO 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: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares 4,360 $426K 0.1% 0 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: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares 710 $426K 0.1% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,425 shares; 2025Q3: 5,479 shares 5,479 $407K 0.09% +54 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: 586 shares; 2024Q4: 589 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 593 shares 593 $363K 0.08% +2 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: 779 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares 691 $358K 0.08% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,094 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,097 shares 1,097 $326K 0.08% +2 Timeline VONG 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: 2,332 shares; 2025Q1: 2,332 shares; 2025Q2: 2,332 shares; 2025Q3: 2,332 shares 2,332 $281K 0.07% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,078 shares; 2024Q4: 18,149 shares; 2025Q1: 18,249 shares; 2025Q2: 18,388 shares; 2025Q3: 18,497 shares 18,497 $267K 0.06% +109 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares 2,253 $249K 0.06% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 777 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 777 shares 777 $239K 0.06% 0 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: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 716 shares; 2025Q3: 717 shares 717 $211K 0.05% +1 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares 2,200 $201K 0.05% 0 Timeline VTHR 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: 314 shares; 2025Q3: 315 shares 315 $92.6K 0.02% +1 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares 258 $25K 0.01% 0 Timeline IYM 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares 160 $23.7K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 58 shares 58 $12K <0.01% +1 Timeline