CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,840 shares; 2024Q4: 939,579 shares; 2025Q1: 888,123 shares; 2025Q2: 929,218 shares; 2025Q3: 928,854 shares; 2025Q4: 982,564 shares 982,564 $307M 63.5% +53,710 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,336 shares; 2024Q4: 236,882 shares; 2025Q1: 239,111 shares; 2025Q2: 235,020 shares; 2025Q3: 234,006 shares; 2025Q4: 237,620 shares 237,620 $21.3M 4.4% +3,614 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,440 shares; 2024Q4: 31,219 shares; 2025Q1: 31,486 shares; 2025Q2: 31,123 shares; 2025Q3: 30,737 shares; 2025Q4: 30,912 shares 30,912 $21.2M 4.38% +175 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,025 shares; 2024Q4: 25,990 shares; 2025Q1: 26,434 shares; 2025Q2: 25,510 shares; 2025Q3: 24,812 shares; 2025Q4: 28,727 shares 28,727 $19.6M 4.06% +3,915 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,727 shares; 2024Q4: 60,866 shares; 2025Q1: 60,847 shares; 2025Q2: 61,996 shares; 2025Q3: 61,887 shares; 2025Q4: 61,908 shares 61,908 $16.8M 3.48% +21 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,947 shares; 2024Q4: 124,754 shares; 2025Q1: 124,754 shares; 2025Q2: 125,890 shares; 2025Q3: 125,890 shares; 2025Q4: 127,084 shares 127,084 $12.2M 2.53% +1,194 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,271 shares; 2024Q4: 46,122 shares; 2025Q1: 46,302 shares; 2025Q2: 46,727 shares; 2025Q3: 46,885 shares; 2025Q4: 47,184 shares 47,184 $10.4M 2.15% +299 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,257 shares; 2024Q4: 152,712 shares; 2025Q1: 150,417 shares; 2025Q2: 145,693 shares; 2025Q3: 145,272 shares; 2025Q4: 145,696 shares 145,696 $9.1M 1.88% +424 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,131 shares; 2024Q4: 82,467 shares; 2025Q1: 86,112 shares; 2025Q2: 85,651 shares; 2025Q3: 85,560 shares; 2025Q4: 86,024 shares 86,024 $8.95M 1.85% +464 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,372 shares; 2024Q4: 19,325 shares; 2025Q1: 17,650 shares; 2025Q2: 17,927 shares; 2025Q3: 17,942 shares; 2025Q4: 17,958 shares 17,958 $8.5M 1.76% +16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,213 shares; 2024Q4: 319,033 shares; 2025Q1: 319,759 shares; 2025Q2: 320,501 shares; 2025Q3: 285,946 shares; 2025Q4: 286,604 shares 286,604 $4.98M 1.03% +658 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,559 shares; 2024Q4: 45,661 shares; 2025Q1: 45,747 shares; 2025Q2: 47,015 shares; 2025Q3: 47,114 shares; 2025Q4: 46,188 shares 46,188 $4.45M 0.92% -926 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,234 shares; 2024Q4: 29,545 shares; 2025Q1: 29,724 shares; 2025Q2: 29,919 shares; 2025Q3: 30,098 shares; 2025Q4: 30,306 shares 30,306 $4.22M 0.87% +208 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,796 shares; 2024Q4: 13,843 shares; 2025Q1: 13,871 shares; 2025Q2: 14,118 shares; 2025Q3: 14,142 shares; 2025Q4: 14,190 shares 14,190 $3.66M 0.76% +48 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,068 shares; 2024Q4: 16,675 shares; 2025Q1: 17,074 shares; 2025Q2: 14,237 shares; 2025Q3: 14,267 shares; 2025Q4: 14,361 shares 14,361 $3.54M 0.73% +94 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,650 shares; 2025Q3: 27,650 shares; 2025Q4: 27,650 shares 27,650 $3.52M 0.73% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,776 shares; 2024Q4: 49,132 shares; 2025Q1: 43,402 shares; 2025Q2: 39,978 shares; 2025Q3: 39,978 shares; 2025Q4: 40,264 shares 40,264 $2.71M 0.56% +286 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,230 shares; 2025Q1: 5,230 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 5,240 shares 5,240 $2.53M 0.52% +10 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 8,099 shares; 2025Q1: 14,606 shares; 2025Q2: 14,424 shares; 2025Q3: 14,424 shares; 2025Q4: 7,876 shares 7,876 $1.95M 0.4% -6,548 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,076 shares; 2024Q4: 11,975 shares; 2025Q1: 8,715 shares; 2025Q2: 8,715 shares; 2025Q3: 8,715 shares; 2025Q4: 8,715 shares 8,715 $1.83M 0.38% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,193 shares; 2024Q4: 31,701 shares; 2025Q1: 31,701 shares; 2025Q2: 31,993 shares; 2025Q3: 31,993 shares; 2025Q4: 32,422 shares 32,422 $1.77M 0.37% +429 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,331 shares; 2024Q4: 17,637 shares; 2025Q1: 17,637 shares; 2025Q2: 18,025 shares; 2025Q3: 18,025 shares; 2025Q4: 18,434 shares 18,434 $1.32M 0.27% +409 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 3,869 shares; 2025Q1: 3,869 shares; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares; 2025Q4: 3,854 shares 3,854 $1.21M 0.25% -15 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 4,884 shares; 2025Q1: 4,903 shares; 2025Q2: 4,919 shares; 2025Q3: 4,040 shares; 2025Q4: 6,290 shares 6,290 $1.2M 0.25% +2,250 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 3,782 shares; 2025Q1: 3,782 shares; 2025Q2: 3,782 shares; 2025Q3: 3,782 shares; 2025Q4: 3,735 shares 3,735 $1.17M 0.24% -47 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,101 shares; 2024Q4: 8,159 shares; 2025Q1: 8,159 shares; 2025Q2: 8,240 shares; 2025Q3: 8,240 shares; 2025Q4: 8,372 shares 8,372 $954K 0.2% +132 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,543 shares; 2024Q4: 6,761 shares; 2025Q1: 6,363 shares; 2025Q2: 2,372 shares; 2025Q3: 2,374 shares; 2025Q4: 2,377 shares 2,377 $888K 0.18% +3 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,962 shares; 2024Q4: 5,989 shares; 2025Q1: 6,010 shares; 2025Q2: 6,033 shares; 2025Q3: 6,058 shares; 2025Q4: 6,086 shares 6,086 $858K 0.18% +28 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,794 shares 2,794 $521K 0.11% +74 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,916 shares; 2024Q4: 12,916 shares; 2025Q1: 12,916 shares; 2025Q2: 12,916 shares; 2025Q3: 12,916 shares; 2025Q4: 12,916 shares 12,916 $452K 0.09% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,205 shares; 2025Q1: 3,695 shares; 2025Q2: 2,403 shares; 2025Q3: 2,414 shares; 2025Q4: 2,428 shares 2,428 $440K 0.09% +14 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares 710 $436K 0.09% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 4,360 shares 4,360 $434K 0.09% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,425 shares; 2025Q3: 5,479 shares; 2025Q4: 5,550 shares 5,550 $411K 0.09% +71 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 589 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 593 shares; 2025Q4: 597 shares 597 $374K 0.08% +4 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 706 shares 706 $341K 0.07% +15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,078 shares; 2024Q4: 18,149 shares; 2025Q1: 18,249 shares; 2025Q2: 18,388 shares; 2025Q3: 18,497 shares; 2025Q4: 18,585 shares 18,585 $336K 0.07% +88 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,094 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,097 shares; 2025Q4: 1,100 shares 1,100 $332K 0.07% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,332 shares; 2025Q1: 2,332 shares; 2025Q2: 2,332 shares; 2025Q3: 2,332 shares; 2025Q4: 2,576 shares 2,576 $314K 0.06% +244 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,283 shares 2,283 $253K 0.05% +30 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 777 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 777 shares 777 $245K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 716 shares; 2025Q3: 717 shares; 2025Q4: 718 shares 718 $208K 0.04% +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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $195K 0.04% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 365 shares 365 $122K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 314 shares; 2025Q3: 315 shares; 2025Q4: 316 shares 316 $94.8K 0.02% +1 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160 $24.6K 0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares 258 $24.2K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 58 shares; 2025Q4: 58 shares 58 $12.3K <0.01% 0 Timeline