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: 216,278 shares; 2024Q4: 213,863 shares; 2025Q1: 210,643 shares; 2025Q2: 208,442 shares; 2025Q3: 205,471 shares; 2025Q4: 203,793 shares 203,793 $98.6M 6.53% -1,678 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: 315,059 shares; 2024Q4: 291,783 shares; 2025Q1: 292,493 shares; 2025Q2: 285,813 shares; 2025Q3: 270,585 shares; 2025Q4: 264,373 shares 264,373 $74.6M 4.94% -6,212 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: 182,340 shares; 2024Q4: 167,167 shares; 2025Q1: 161,739 shares; 2025Q2: 158,370 shares; 2025Q3: 154,242 shares; 2025Q4: 149,070 shares 149,070 $47.3M 3.13% -5,172 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: 160,802 shares; 2024Q4: 157,295 shares; 2025Q1: 155,261 shares; 2025Q2: 155,298 shares; 2025Q3: 149,537 shares; 2025Q4: 148,179 shares 148,179 $47M 3.12% -1,358 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142,953 shares; 2024Q4: 1,167,652 shares; 2025Q1: 1,006,728 shares; 2025Q2: 950,745 shares; 2025Q3: 938,311 shares; 2025Q4: 914,168 shares 914,168 $41.9M 2.78% -24,143 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,028 shares; 2024Q4: 140,651 shares; 2025Q1: 136,810 shares; 2025Q2: 132,483 shares; 2025Q3: 128,430 shares; 2025Q4: 126,260 shares 126,260 $41.1M 2.72% -2,170 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: 262,175 shares; 2024Q4: 265,060 shares; 2025Q1: 264,964 shares; 2025Q2: 270,429 shares; 2025Q3: 276,227 shares; 2025Q4: 281,248 shares 281,248 $32.4M 2.15% +5,021 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,721 shares; 2024Q4: 43,766 shares; 2025Q1: 31,087 shares; 2025Q2: 42,173 shares; 2025Q3: 31,110 shares; 2025Q4: 30,953 shares 30,953 $23.7M 1.57% -157 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,697 shares; 2024Q4: 119,771 shares; 2025Q1: 114,970 shares; 2025Q2: 112,761 shares; 2025Q3: 108,777 shares; 2025Q4: 107,401 shares 107,401 $22.7M 1.5% -1,376 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,949 shares; 2024Q4: 60,877 shares; 2025Q1: 60,201 shares; 2025Q2: 60,731 shares; 2025Q3: 59,946 shares; 2025Q4: 57,299 shares 57,299 $22.3M 1.48% -2,647 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,885 shares; 2024Q4: 98,829 shares; 2025Q1: 97,262 shares; 2025Q2: 95,806 shares; 2025Q3: 94,156 shares; 2025Q4: 91,905 shares 91,905 $22.2M 1.47% -2,251 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,819 shares; 2024Q4: 97,765 shares; 2025Q1: 97,687 shares; 2025Q2: 99,047 shares; 2025Q3: 96,351 shares; 2025Q4: 94,879 shares 94,879 $22.1M 1.47% -1,472 Timeline IUSG 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: 119,828 shares; 2024Q4: 127,196 shares; 2025Q1: 131,311 shares; 2025Q2: 132,102 shares; 2025Q3: 165 shares; 2025Q4: 168 shares 168 $21.2M +3 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: 51,418 shares; 2024Q4: 55,092 shares; 2025Q1: 57,462 shares; 2025Q2: 57,888 shares; 2025Q3: 4,631 shares; 2025Q4: 10,266 shares 10,266 $20.8M 1.38% +5,635 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,149 shares; 2024Q4: 178,358 shares; 2025Q1: 174,508 shares; 2025Q2: 175,168 shares; 2025Q3: 164,108 shares; 2025Q4: 160,415 shares 160,415 $20.2M 1.34% -3,693 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,248 shares; 2024Q4: 68,516 shares; 2025Q1: 66,292 shares; 2025Q2: 64,973 shares; 2025Q3: 63,978 shares; 2025Q4: 63,024 shares 63,024 $19.2M 1.27% -954 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,321 shares; 2024Q4: 93,017 shares; 2025Q1: 97,411 shares; 2025Q2: 99,151 shares; 2025Q3: 1,415 shares; 2025Q4: 2,143 shares 2,143 $18.7M 1.24% +728 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,838 shares; 2024Q4: 36,650 shares; 2025Q1: 38,080 shares; 2025Q2: 36,517 shares; 2025Q3: 35,781 shares; 2025Q4: 35,153 shares 35,153 $18.7M 1.24% -628 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,635 shares; 2024Q4: 137,476 shares; 2025Q1: 132,707 shares; 2025Q2: 131,346 shares; 2025Q3: 123,582 shares; 2025Q4: 120,647 shares 120,647 $17.8M 1.18% -2,935 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,797 shares; 2024Q4: 88,472 shares; 2025Q1: 86,702 shares; 2025Q2: 86,117 shares; 2025Q3: 83,921 shares; 2025Q4: 82,974 shares 82,974 $15.6M 1.03% -947 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,146 shares; 2024Q4: 42,821 shares; 2025Q1: 43,511 shares; 2025Q2: 43,113 shares; 2025Q3: 47,776 shares; 2025Q4: 46,286 shares 46,286 $15.5M 1.02% -1,490 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,694 shares; 2024Q4: 133,746 shares; 2025Q1: 132,410 shares; 2025Q2: 129,947 shares; 2025Q3: 117,975 shares; 2025Q4: 115,835 shares 115,835 $14.4M 0.95% -2,140 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,362 shares; 2024Q4: 34,683 shares; 2025Q1: 32,945 shares; 2025Q2: 32,072 shares; 2025Q3: 31,436 shares; 2025Q4: 31,128 shares 31,128 $14.3M 0.95% -308 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: 74,048 shares; 2024Q4: 72,542 shares; 2025Q1: 71,375 shares; 2025Q2: 74,253 shares; 2025Q3: 71,961 shares; 2025Q4: 70,120 shares 70,120 $13.3M 0.88% -1,841 Timeline IGSB 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: 260,561 shares; 2024Q4: 260,030 shares; 2025Q1: 253,736 shares; 2025Q2: 248,321 shares; 2025Q3: 247,727 shares; 2025Q4: 246,578 shares 246,578 $13.1M 0.87% -1,149 Timeline STIP 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: 75,358 shares; 2024Q4: 86,286 shares; 2025Q1: 101,673 shares; 2025Q2: 103,466 shares; 2025Q3: 110,603 shares; 2025Q4: 126,787 shares 126,787 $13M 0.86% +16,184 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,423 shares; 2024Q4: 114,408 shares; 2025Q1: 110,401 shares; 2025Q2: 105,811 shares; 2025Q3: 103,810 shares; 2025Q4: 101,313 shares 101,313 $12.8M 0.85% -2,497 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,285 shares; 2024Q4: 88,639 shares; 2025Q1: 87,211 shares; 2025Q2: 85,598 shares; 2025Q3: 83,464 shares; 2025Q4: 82,097 shares 82,097 $12.5M 0.83% -1,367 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,521 shares; 2024Q4: 16,709 shares; 2025Q1: 15,412 shares; 2025Q2: 15,055 shares; 2025Q3: 15,829 shares; 2025Q4: 15,166 shares 15,166 $12.5M 0.83% -663 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,766 shares; 2024Q4: 54,650 shares; 2025Q1: 53,232 shares; 2025Q2: 53,966 shares; 2025Q3: 52,450 shares; 2025Q4: 51,749 shares 51,749 $12M 0.79% -701 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,043 shares; 2024Q4: 176,301 shares; 2025Q1: 167,331 shares; 2025Q2: 159,858 shares; 2025Q3: 154,090 shares; 2025Q4: 152,596 shares 152,596 $11.8M 0.78% -1,494 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: 90,937 shares; 2024Q4: 83,197 shares; 2025Q1: 82,392 shares; 2025Q2: 82,392 shares; 2025Q3: 82,327 shares; 2025Q4: 82,327 shares 82,327 $11.5M 0.76% 0 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,071 shares; 2024Q4: 271,458 shares; 2025Q1: 276,053 shares; 2025Q2: 268,807 shares; 2025Q3: 248,685 shares; 2025Q4: 247,388 shares 247,388 $11M 0.73% -1,297 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,415 shares; 2024Q4: 83,505 shares; 2025Q1: 80,178 shares; 2025Q2: 77,534 shares; 2025Q3: 74,188 shares; 2025Q4: 72,499 shares 72,499 $10.5M 0.7% -1,689 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,216 shares; 2024Q4: 67,090 shares; 2025Q1: 68,858 shares; 2025Q2: 67,032 shares; 2025Q3: 67,726 shares; 2025Q4: 67,118 shares 67,118 $10.3M 0.68% -608 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,547 shares; 2024Q4: 44,405 shares; 2025Q1: 42,416 shares; 2025Q2: 40,896 shares; 2025Q3: 40,936 shares; 2025Q4: 38,932 shares 38,932 $9.97M 0.66% -2,004 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: 5,814 shares; 2024Q4: 14,888 shares; 2025Q1: 15,353 shares; 2025Q2: 15,353 shares; 2025Q3: 16,954 shares; 2025Q4: 17,018 shares 17,018 $9.69M 0.64% +64 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,464 shares; 2024Q4: 100,704 shares; 2025Q1: 97,400 shares; 2025Q2: 95,772 shares; 2025Q3: 94,175 shares; 2025Q4: 91,087 shares 91,087 $9.67M 0.64% -3,088 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,543 shares; 2024Q4: 52,781 shares; 2025Q1: 51,872 shares; 2025Q2: 51,295 shares; 2025Q3: 49,772 shares; 2025Q4: 48,643 shares 48,643 $9.61M 0.64% -1,129 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,806 shares; 2024Q4: 19,801 shares; 2025Q1: 19,416 shares; 2025Q2: 19,448 shares; 2025Q3: 18,452 shares; 2025Q4: 18,792 shares 18,792 $9.55M 0.63% +340 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,097 shares; 2024Q4: 45,776 shares; 2025Q1: 43,935 shares; 2025Q2: 43,098 shares; 2025Q3: 43,123 shares; 2025Q4: 41,687 shares 41,687 $9.54M 0.63% -1,436 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 10,228 shares; 2025Q1: 10,419 shares; 2025Q2: 10,648 shares; 2025Q3: 10,441 shares; 2025Q4: 10,804 shares 10,804 $9.54M 0.63% +363 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,800 shares; 2024Q4: 17,674 shares; 2025Q1: 17,455 shares; 2025Q2: 16,526 shares; 2025Q3: 16,051 shares; 2025Q4: 15,730 shares 15,730 $9.49M 0.63% -321 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 8,455 shares; 2025Q1: 9,293 shares; 2025Q2: 9,876 shares; 2025Q3: 11,267 shares; 2025Q4: 11,396 shares 11,396 $9.28M 0.61% +129 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: 16,008 shares; 2024Q4: 15,829 shares; 2025Q1: 15,662 shares; 2025Q2: 14,139 shares; 2025Q3: 13,495 shares; 2025Q4: 13,345 shares 13,345 $9.1M 0.6% -150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,220 shares; 2024Q4: 117,598 shares; 2025Q1: 112,280 shares; 2025Q2: 113,065 shares; 2025Q3: 3,402 shares; 2025Q4: 3,401 shares 3,401 $9.07M 0.6% -1 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: 35,250 shares; 2024Q4: 35,409 shares; 2025Q1: 35,576 shares; 2025Q2: 34,669 shares; 2025Q3: 34,016 shares; 2025Q4: 34,122 shares 34,122 $8.52M 0.56% +106 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,603 shares; 2024Q4: 37,451 shares; 2025Q1: 37,601 shares; 2025Q2: 37,047 shares; 2025Q3: 37,125 shares; 2025Q4: 36,634 shares 36,634 $8.47M 0.56% -491 Timeline AGG 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: 71,042 shares; 2024Q4: 71,286 shares; 2025Q1: 80,716 shares; 2025Q2: 82,442 shares; 2025Q3: 10,385 shares; 2025Q4: 10,321 shares 10,321 $8.46M 0.56% -64 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: 121,300 shares; 2024Q4: 116,825 shares; 2025Q1: 88,655 shares; 2025Q2: 86,420 shares; 2025Q3: 86,150 shares; 2025Q4: 86,195 shares 86,195 $7.71M 0.51% +45 Timeline SHY 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: 85,129 shares; 2024Q4: 91,705 shares; 2025Q1: 88,723 shares; 2025Q2: 91,339 shares; 2025Q3: 93,058 shares; 2025Q4: 91,396 shares 91,396 $7.57M 0.5% -1,662 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,197 shares; 2024Q4: 8,196 shares; 2025Q1: 8,080 shares; 2025Q2: 7,964 shares; 2025Q3: 7,832 shares; 2025Q4: 7,464 shares 7,464 $7.53M 0.5% -368 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,312 shares; 2024Q4: 286,366 shares; 2025Q1: 283,566 shares; 2025Q2: 285,193 shares; 2025Q3: 273,217 shares; 2025Q4: 273,772 shares 273,772 $7.52M 0.5% +555 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: 76,484 shares; 2024Q4: 76,290 shares; 2025Q1: 77,670 shares; 2025Q2: 76,550 shares; 2025Q3: 77,055 shares; 2025Q4: 77,041 shares 77,041 $7.4M 0.49% -14 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,512 shares; 2024Q4: 116,466 shares; 2025Q1: 123,960 shares; 2025Q2: 121,541 shares; 2025Q3: 120,616 shares; 2025Q4: 117,760 shares 117,760 $7.12M 0.47% -2,856 Timeline IXUS 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: 71,143 shares; 2024Q4: 78,256 shares; 2025Q1: 81,187 shares; 2025Q2: 82,489 shares; 2025Q3: 1,363 shares; 2025Q4: 1,365 shares 1,365 $6.88M 0.46% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,978 shares; 2024Q4: 91,355 shares; 2025Q1: 90,461 shares; 2025Q2: 88,685 shares; 2025Q3: 84,990 shares; 2025Q4: 84,450 shares 84,450 $6.85M 0.45% -540 Timeline AOR 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: 86,309 shares; 2024Q4: 93,992 shares; 2025Q1: 96,917 shares; 2025Q2: 98,865 shares; 2025Q3: 64 shares; 2025Q4: 65 shares 65 $6.63M +1 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline IJT 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: 39,319 shares; 2024Q4: 43,888 shares; 2025Q1: 46,057 shares; 2025Q2: 47,017 shares; 2025Q3: 3,454 shares; 2025Q4: 3,565 shares 3,565 $6.6M 0.44% +111 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: 26,269 shares; 2024Q4: 29,536 shares; 2025Q1: 30,824 shares; 2025Q2: 31,529 shares; 2025Q3: 828 shares; 2025Q4: 831 shares 831 $6.59M 0.44% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,322 shares; 2024Q4: 65,831 shares; 2025Q1: 60,783 shares; 2025Q2: 58,727 shares; 2025Q3: 57,889 shares; 2025Q4: 57,344 shares 57,344 $6.57M 0.44% -545 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,344 shares; 2024Q4: 17,392 shares; 2025Q1: 17,443 shares; 2025Q2: 18,146 shares; 2025Q3: 19,221 shares; 2025Q4: 19,641 shares 19,641 $6.52M 0.43% +420 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,384 shares; 2024Q4: 92,568 shares; 2025Q1: 91,892 shares; 2025Q2: 91,569 shares; 2025Q3: 89,335 shares; 2025Q4: 89,278 shares 89,278 $6.3M 0.42% -57 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,380 shares; 2024Q4: 20,755 shares; 2025Q1: 27,902 shares; 2025Q2: 29,665 shares; 2025Q3: 33,943 shares; 2025Q4: 33,898 shares 33,898 $6.24M 0.41% -45 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,177 shares; 2025Q1: 8,419 shares; 2025Q2: 8,917 shares; 2025Q3: 9,691 shares; 2025Q4: 9,822 shares 9,822 $6.13M 0.41% +131 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,307 shares; 2024Q4: 16,908 shares; 2025Q1: 17,217 shares; 2025Q2: 17,015 shares; 2025Q3: 17,298 shares; 2025Q4: 17,226 shares 17,226 $5.98M 0.4% -72 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,836 shares; 2024Q4: 45,836 shares; 2025Q1: 2,012 shares; 2025Q2: 46,087 shares; 2025Q3: 1,302 shares; 2025Q4: 1,300 shares 1,300 $5.98M 0.4% -2 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: 8,330 shares; 2024Q4: 8,072 shares; 2025Q1: 8,136 shares; 2025Q2: 8,018 shares; 2025Q3: 4,983 shares; 2025Q4: 5,828 shares 5,828 $5.96M 0.39% +845 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,384 shares; 2024Q4: 18,972 shares; 2025Q1: 17,369 shares; 2025Q2: 17,059 shares; 2025Q3: 16,691 shares; 2025Q4: 15,708 shares 15,708 $5.81M 0.39% -983 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,661 shares; 2024Q4: 176,890 shares; 2025Q1: 185,858 shares; 2025Q2: 192,341 shares; 2025Q3: 7,270 shares; 2025Q4: 7,269 shares 7,269 $5.76M 0.38% -1 Timeline HYG 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: 54,982 shares; 2024Q4: 58,591 shares; 2025Q1: 75,179 shares; 2025Q2: 71,233 shares; 2025Q3: 54,407 shares; 2025Q4: 53,271 shares 53,271 $5.55M 0.37% -1,136 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,931 shares; 2024Q4: 34,563 shares; 2025Q1: 34,097 shares; 2025Q2: 32,666 shares; 2025Q3: 32,522 shares; 2025Q4: 32,493 shares 32,493 $5.54M 0.37% -29 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,411 shares; 2024Q4: 28,807 shares; 2025Q1: 29,066 shares; 2025Q2: 28,545 shares; 2025Q3: 28,586 shares; 2025Q4: 28,463 shares 28,463 $5.52M 0.37% -123 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,555 shares; 2024Q4: 11,084 shares; 2025Q1: 10,144 shares; 2025Q2: 9,546 shares; 2025Q3: 10,550 shares; 2025Q4: 9,932 shares 9,932 $5.43M 0.36% -618 Timeline NYF 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: 97,327 shares; 2024Q4: 108,045 shares; 2025Q1: 106,240 shares; 2025Q2: 105,220 shares; 2025Q3: 96,440 shares; 2025Q4: 100,475 shares 100,475 $5.38M 0.36% +4,035 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,708 shares; 2024Q4: 16,155 shares; 2025Q1: 15,526 shares; 2025Q2: 15,372 shares; 2025Q3: 15,179 shares; 2025Q4: 14,992 shares 14,992 $5.16M 0.34% -187 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,330 shares; 2024Q4: 10,269 shares; 2025Q1: 12,265 shares; 2025Q2: 14,452 shares; 2025Q3: 15,138 shares; 2025Q4: 14,882 shares 14,882 $5.15M 0.34% -256 Timeline TLT 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: 49,008 shares; 2024Q4: 56,351 shares; 2025Q1: 60,658 shares; 2025Q2: 62,329 shares; 2025Q3: 89 shares; 2025Q4: 87 shares 87 $5.09M -2 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,142 shares; 2024Q4: 17,644 shares; 2025Q1: 17,210 shares; 2025Q2: 17,438 shares; 2025Q3: 17,174 shares; 2025Q4: 34,234 shares 34,234 $4.93M 0.33% +17,060 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,414 shares; 2024Q4: 220,622 shares; 2025Q1: 217,845 shares; 2025Q2: 212,059 shares; 2025Q3: 193,536 shares; 2025Q4: 191,057 shares 191,057 $4.92M 0.33% -2,479 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,764 shares; 2024Q4: 32,568 shares; 2025Q1: 31,239 shares; 2025Q2: 30,693 shares; 2025Q3: 30,038 shares; 2025Q4: 30,036 shares 30,036 $4.81M 0.32% -2 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,075 shares; 2024Q4: 22,075 shares; 2025Q1: 36,725 shares; 2025Q2: 36,725 shares; 2025Q3: 36,725 shares; 2025Q4: 61,975 shares 61,975 $4.68M 0.31% +25,250 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: 85,403 shares; 2024Q4: 84,964 shares; 2025Q1: 84,764 shares; 2025Q2: 86,678 shares; 2025Q3: 86,037 shares; 2025Q4: 85,446 shares 85,446 $4.67M 0.31% -591 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,434 shares; 2024Q4: 58,434 shares; 2025Q1: 58,384 shares; 2025Q2: 58,384 shares; 2025Q3: 58,384 shares; 2025Q4: 56,684 shares 56,684 $4.49M 0.3% -1,700 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,362 shares; 2024Q4: 19,585 shares; 2025Q1: 17,305 shares; 2025Q2: 14,660 shares; 2025Q3: 14,171 shares; 2025Q4: 13,734 shares 13,734 $4.46M 0.3% -437 Timeline IJH 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: 65,842 shares; 2024Q4: 66,087 shares; 2025Q1: 65,502 shares; 2025Q2: 63,741 shares; 2025Q3: 63,036 shares; 2025Q4: 63,516 shares 63,516 $4.25M 0.28% +480 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: 9,933 shares; 2024Q4: 9,884 shares; 2025Q1: 9,613 shares; 2025Q2: 9,277 shares; 2025Q3: 9,671 shares; 2025Q4: 9,221 shares 9,221 $4.18M 0.28% -450 Timeline IBB 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: 29,260 shares; 2024Q4: 28,980 shares; 2025Q1: 28,291 shares; 2025Q2: 25,047 shares; 2025Q3: 24,955 shares; 2025Q4: 24,637 shares 24,637 $4.16M 0.28% -318 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,985 shares; 2024Q4: 68,848 shares; 2025Q1: 56,878 shares; 2025Q2: 51,133 shares; 2025Q3: 49,029 shares; 2025Q4: 47,950 shares 47,950 $4.11M 0.27% -1,079 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,944 shares; 2024Q4: 217,521 shares; 2025Q1: 185,347 shares; 2025Q2: 167,364 shares; 2025Q3: 152,055 shares; 2025Q4: 151,540 shares 151,540 $4.08M 0.27% -515 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 3,267 shares; 2025Q1: 3,847 shares; 2025Q2: 4,457 shares; 2025Q3: 5,564 shares; 2025Q4: 42,063 shares 42,063 $4.06M 0.27% +36,499 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,449 shares; 2024Q4: 11,746 shares; 2025Q1: 13,237 shares; 2025Q2: 12,741 shares; 2025Q3: 13,027 shares; 2025Q4: 12,840 shares 12,840 $4.01M 0.27% -187 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 8,823 shares; 2025Q1: 9,292 shares; 2025Q2: 10,300 shares; 2025Q3: 6,435 shares; 2025Q4: 6,283 shares 6,283 $3.92M 0.26% -152 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,432 shares; 2024Q4: 28,648 shares; 2025Q1: 25,305 shares; 2025Q2: 23,822 shares; 2025Q3: 23,099 shares; 2025Q4: 21,214 shares 21,214 $3.91M 0.26% -1,885 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,329 shares; 2024Q4: 13,971 shares; 2025Q1: 14,362 shares; 2025Q2: 14,397 shares; 2025Q3: 14,569 shares; 2025Q4: 14,995 shares 14,995 $3.91M 0.26% +426 Timeline SCZ 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: 49,827 shares; 2024Q4: 48,967 shares; 2025Q1: 53,132 shares; 2025Q2: 52,149 shares; 2025Q3: 51,755 shares; 2025Q4: 50,241 shares 50,241 $3.89M 0.26% -1,514 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,305 shares; 2024Q4: 30,630 shares; 2025Q1: 29,238 shares; 2025Q2: 28,719 shares; 2025Q3: 28,689 shares; 2025Q4: 28,183 shares 28,183 $3.87M 0.26% -506 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,146 shares; 2024Q4: 28,978 shares; 2025Q1: 28,955 shares; 2025Q2: 28,207 shares; 2025Q3: 28,565 shares; 2025Q4: 28,226 shares 28,226 $3.81M 0.25% -339 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.25% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,242 shares; 2024Q4: 8,942 shares; 2025Q1: 8,546 shares; 2025Q2: 8,589 shares; 2025Q3: 8,754 shares; 2025Q4: 9,218 shares 9,218 $3.75M 0.25% +464 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,928 shares; 2024Q4: 10,797 shares; 2025Q1: 12,294 shares; 2025Q2: 13,209 shares; 2025Q3: 13,651 shares; 2025Q4: 12,527 shares 12,527 $3.71M 0.25% -1,124 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,066 shares; 2024Q4: 40,915 shares; 2025Q1: 41,419 shares; 2025Q2: 40,542 shares; 2025Q3: 40,237 shares; 2025Q4: 79,958 shares 79,958 $3.63M 0.24% +39,721 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,998 shares; 2024Q4: 7,029 shares; 2025Q1: 6,542 shares; 2025Q2: 6,505 shares; 2025Q3: 6,947 shares; 2025Q4: 6,895 shares 6,895 $3.61M 0.24% -52 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,700 shares; 2024Q4: 38,427 shares; 2025Q1: 37,544 shares; 2025Q2: 35,646 shares; 2025Q3: 35,199 shares; 2025Q4: 34,294 shares 34,294 $3.51M 0.23% -905 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,789 shares; 2024Q4: 86,831 shares; 2025Q1: 84,940 shares; 2025Q2: 83,368 shares; 2025Q3: 78,600 shares; 2025Q4: 78,186 shares 78,186 $3.49M 0.23% -414 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,751 shares; 2024Q4: 4,741 shares; 2025Q1: 4,533 shares; 2025Q2: 4,505 shares; 2025Q3: 1,227 shares; 2025Q4: 1,254 shares 1,254 $3.45M 0.23% +27 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,350 shares; 2024Q4: 67,859 shares; 2025Q1: 67,107 shares; 2025Q2: 65,147 shares; 2025Q3: 61,927 shares; 2025Q4: 59,797 shares 59,797 $3.44M 0.23% -2,130 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,829 shares; 2024Q4: 92,022 shares; 2025Q1: 90,664 shares; 2025Q2: 90,066 shares; 2025Q3: 81,484 shares; 2025Q4: 76,035 shares 76,035 $3.43M 0.23% -5,449 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,574 shares; 2024Q4: 70,499 shares; 2025Q1: 70,775 shares; 2025Q2: 67,044 shares; 2025Q3: 46,056 shares; 2025Q4: 45,479 shares 45,479 $3.37M 0.22% -577 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,678 shares; 2024Q4: 41,291 shares; 2025Q1: 41,031 shares; 2025Q2: 40,981 shares; 2025Q3: 40,936 shares; 2025Q4: 39,823 shares 39,823 $3.26M 0.22% -1,113 Timeline XLU 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,488 shares; 2024Q4: 39,647 shares; 2025Q1: 39,091 shares; 2025Q2: 37,941 shares; 2025Q3: 37,058 shares; 2025Q4: 73,869 shares 73,869 $3.22M 0.21% +36,811 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,051 shares; 2024Q4: 47,491 shares; 2025Q1: 44,875 shares; 2025Q2: 41,874 shares; 2025Q3: 40,808 shares; 2025Q4: 40,398 shares 40,398 $3.21M 0.21% -410 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: 65,756 shares; 2024Q4: 68,298 shares; 2025Q1: 51,715 shares; 2025Q2: 51,620 shares; 2025Q3: 48,675 shares; 2025Q4: 47,116 shares 47,116 $3.2M 0.21% -1,559 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,891 shares; 2024Q4: 44,289 shares; 2025Q1: 36,037 shares; 2025Q2: 35,786 shares; 2025Q3: 34,551 shares; 2025Q4: 33,839 shares 33,839 $3.15M 0.21% -712 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,139 shares; 2024Q4: 80,724 shares; 2025Q1: 77,530 shares; 2025Q2: 60,930 shares; 2025Q3: 58,499 shares; 2025Q4: 57,536 shares 57,536 $3.12M 0.21% -963 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,247 shares; 2024Q4: 132,405 shares; 2025Q1: 109,966 shares; 2025Q2: 106,856 shares; 2025Q3: 84,610 shares; 2025Q4: 82,687 shares 82,687 $2.97M 0.2% -1,923 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,567 shares; 2024Q4: 60,674 shares; 2025Q1: 59,949 shares; 2025Q2: 56,748 shares; 2025Q3: 56,133 shares; 2025Q4: 55,553 shares 55,553 $2.94M 0.19% -580 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,476 shares; 2024Q4: 18,476 shares; 2025Q1: 18,476 shares; 2025Q2: 18,476 shares; 2025Q3: 18,476 shares; 2025Q4: 17,804 shares 17,804 $2.83M 0.19% -672 Timeline KRE 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: 48,557 shares; 2024Q4: 48,069 shares; 2025Q1: 46,787 shares; 2025Q2: 44,240 shares; 2025Q3: 43,823 shares; 2025Q4: 43,585 shares 43,585 $2.82M 0.19% -238 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 2,655 shares; 2025Q2: 2,617 shares; 2025Q3: 2,631 shares; 2025Q4: 2,606 shares 2,606 $2.79M 0.18% -25 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,463 shares; 2024Q4: 36,959 shares; 2025Q1: 36,959 shares; 2025Q2: 36,959 shares; 2025Q3: 145 shares; 2025Q4: 148 shares 148 $2.69M +3 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline PFF 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: 76,767 shares; 2024Q4: 74,452 shares; 2025Q1: 78,735 shares; 2025Q2: 83,655 shares; 2025Q3: 85,472 shares; 2025Q4: 85,440 shares 85,440 $2.65M 0.18% -32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,098 shares; 2024Q4: 120,439 shares; 2025Q1: 129,428 shares; 2025Q2: 130,689 shares; 2025Q3: 97,770 shares; 2025Q4: 90,005 shares 90,005 $2.64M 0.17% -7,765 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: 10,225 shares; 2025Q1: 9,714 shares; 2025Q2: 9,777 shares; 2025Q3: 9,777 shares; 2025Q4: 9,722 shares 9,722 $2.64M 0.17% -55 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,383 shares; 2024Q4: 26,214 shares; 2025Q1: 25,076 shares; 2025Q2: 23,869 shares; 2025Q3: 23,238 shares; 2025Q4: 22,771 shares 22,771 $2.63M 0.17% -467 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,575 shares; 2024Q4: 70,168 shares; 2025Q1: 58,805 shares; 2025Q2: 55,231 shares; 2025Q3: 50,692 shares; 2025Q4: 48,436 shares 48,436 $2.61M 0.17% -2,256 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,386 shares; 2024Q4: 45,088 shares; 2025Q1: 45,934 shares; 2025Q2: 45,767 shares; 2025Q3: 44,504 shares; 2025Q4: 43,776 shares 43,776 $2.59M 0.17% -728 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,281 shares; 2024Q4: 12,530 shares; 2025Q1: 12,031 shares; 2025Q2: 11,684 shares; 2025Q3: 12,731 shares; 2025Q4: 11,699 shares 11,699 $2.57M 0.17% -1,032 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,787 shares; 2024Q4: 28,721 shares; 2025Q1: 28,452 shares; 2025Q2: 27,165 shares; 2025Q3: 26,609 shares; 2025Q4: 26,220 shares 26,220 $2.56M 0.17% -389 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,387 shares; 2024Q4: 23,387 shares; 2025Q1: 23,237 shares; 2025Q2: 22,887 shares; 2025Q3: 22,737 shares; 2025Q4: 22,847 shares 22,847 $2.51M 0.17% +110 Timeline XLRE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,114 shares; 2024Q4: 62,854 shares; 2025Q1: 62,373 shares; 2025Q2: 61,068 shares; 2025Q3: 60,657 shares; 2025Q4: 60,214 shares 60,214 $2.43M 0.16% -443 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,253 shares; 2025Q1: 6,253 shares; 2025Q2: 5,778 shares; 2025Q3: 6,126 shares; 2025Q4: 6,034 shares 6,034 $2.41M 0.16% -92 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,305 shares; 2024Q4: 20,305 shares; 2025Q1: 20,305 shares; 2025Q2: 20,305 shares; 2025Q3: 20,305 shares; 2025Q4: 20,065 shares 20,065 $2.38M 0.16% -240 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,287 shares; 2024Q4: 14,024 shares; 2025Q1: 13,747 shares; 2025Q2: 13,497 shares; 2025Q3: 13,496 shares; 2025Q4: 13,340 shares 13,340 $2.35M 0.16% -156 Timeline XLY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 10,221 shares; 2025Q1: 10,200 shares; 2025Q2: 10,005 shares; 2025Q3: 9,839 shares; 2025Q4: 19,635 shares 19,635 $2.34M 0.16% +9,796 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,322 shares; 2024Q4: 17,157 shares; 2025Q1: 17,043 shares; 2025Q2: 16,913 shares; 2025Q3: 16,922 shares; 2025Q4: 16,825 shares 16,825 $2.22M 0.15% -97 Timeline ETFS Gold Trust ETFS Gold Trust More: the full row for ETFS Gold Trust Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,709 shares; 2024Q4: not reported; 2025Q1: 54,979 shares; 2025Q2: 53,829 shares; 2025Q3: 37 shares; 2025Q4: 41 shares 41 $2.18M 0.14% +4 IAGG 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: 11,938 shares; 2024Q4: 12,396 shares; 2025Q1: 34,111 shares; 2025Q2: 32,388 shares; 2025Q3: 38,231 shares; 2025Q4: 43,030 shares 43,030 $2.15M 0.14% +4,799 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,920 shares; 2024Q4: 8,801 shares; 2025Q1: 8,623 shares; 2025Q2: 8,258 shares; 2025Q3: 7,969 shares; 2025Q4: 8,173 shares 8,173 $2.08M 0.14% +204 Timeline 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: 8,226 shares; 2024Q4: 8,090 shares; 2025Q1: 7,417 shares; 2025Q2: 7,282 shares; 2025Q3: 7,136 shares; 2025Q4: 6,939 shares 6,939 $2.07M 0.14% -197 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,333 shares; 2024Q4: 36,494 shares; 2025Q1: 31,777 shares; 2025Q2: 33,140 shares; 2025Q3: 32,656 shares; 2025Q4: 32,497 shares 32,497 $2.07M 0.14% -159 Timeline EEMV 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: 25,995 shares; 2024Q4: 30,104 shares; 2025Q1: 36,050 shares; 2025Q2: 34,124 shares; 2025Q3: 29,879 shares; 2025Q4: 29,368 shares 29,368 $2.02M 0.13% -511 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,439 shares; 2024Q4: 7,340 shares; 2025Q1: 7,407 shares; 2025Q2: 7,242 shares; 2025Q3: 7,450 shares; 2025Q4: 7,485 shares 7,485 $2.02M 0.13% +35 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 4,240 shares; 2025Q1: 4,984 shares; 2025Q2: 5,854 shares; 2025Q3: 6,432 shares; 2025Q4: 5,747 shares 5,747 $2M 0.13% -685 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,999 shares; 2024Q4: 12,373 shares; 2025Q1: 13,464 shares; 2025Q2: 13,868 shares; 2025Q3: 14,343 shares; 2025Q4: 12,277 shares 12,277 $1.99M 0.13% -2,066 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 2,216 shares; 2025Q1: 216 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 38,826 shares 38,826 $1.96M 0.13% +37,600 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,585 shares; 2024Q4: 46,031 shares; 2025Q1: 43,295 shares; 2025Q2: 40,797 shares; 2025Q3: 29,000 shares; 2025Q4: 25,595 shares 25,595 $1.96M 0.13% -3,405 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: 10,206 shares; 2024Q4: 9,992 shares; 2025Q1: 9,028 shares; 2025Q2: 8,365 shares; 2025Q3: 8,324 shares; 2025Q4: 7,886 shares 7,886 $1.89M 0.13% -438 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,019 shares; 2024Q4: 23,784 shares; 2025Q1: 24,639 shares; 2025Q2: 24,639 shares; 2025Q3: 24,874 shares; 2025Q4: 22,534 shares 22,534 $1.89M 0.13% -2,340 Timeline IJR 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: 16,237 shares; 2024Q4: 16,383 shares; 2025Q1: 15,114 shares; 2025Q2: 15,556 shares; 2025Q3: 13,804 shares; 2025Q4: 13,921 shares 13,921 $1.85M 0.12% +117 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,719 shares; 2024Q4: 23,088 shares; 2025Q1: 22,451 shares; 2025Q2: 21,499 shares; 2025Q3: 19,981 shares; 2025Q4: 19,828 shares 19,828 $1.83M 0.12% -153 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,539 shares; 2024Q4: 16,364 shares; 2025Q1: 16,344 shares; 2025Q2: 16,244 shares; 2025Q3: 16,165 shares; 2025Q4: 16,149 shares 16,149 $1.81M 0.12% -16 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,234 shares; 2024Q4: 38,104 shares; 2025Q1: 31,315 shares; 2025Q2: 31,719 shares; 2025Q3: 30,749 shares; 2025Q4: 28,302 shares 28,302 $1.8M 0.12% -2,447 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,816 shares; 2024Q4: 80,842 shares; 2025Q1: 77,792 shares; 2025Q2: 76,228 shares; 2025Q3: 76,097 shares; 2025Q4: 76,097 shares 76,097 $1.8M 0.12% 0 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: 20,751 shares; 2024Q4: 20,391 shares; 2025Q1: 19,734 shares; 2025Q2: 19,548 shares; 2025Q3: 17,726 shares; 2025Q4: 17,691 shares 17,691 $1.68M 0.11% -35 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,748 shares; 2024Q4: 23,466 shares; 2025Q1: 23,423 shares; 2025Q2: 23,173 shares; 2025Q3: 14,089 shares; 2025Q4: 14,079 shares 14,079 $1.67M 0.11% -10 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,263 shares; 2024Q4: 79,592 shares; 2025Q1: 71,413 shares; 2025Q2: 50,690 shares; 2025Q3: 45,454 shares; 2025Q4: 45,130 shares 45,130 $1.67M 0.11% -324 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 3,893 shares; 2025Q1: 3,921 shares; 2025Q2: 3,352 shares; 2025Q3: 3,699 shares; 2025Q4: 3,783 shares 3,783 $1.64M 0.11% +84 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,605 shares; 2024Q4: 9,543 shares; 2025Q1: 12,365 shares; 2025Q2: 14,435 shares; 2025Q3: 15,474 shares; 2025Q4: 15,664 shares 15,664 $1.63M 0.11% +190 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,337 shares; 2024Q4: 49,210 shares; 2025Q1: 48,285 shares; 2025Q2: 48,807 shares; 2025Q3: 21,973 shares; 2025Q4: 23,183 shares 23,183 $1.63M 0.11% +1,210 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,375 shares; 2024Q4: 18,328 shares; 2025Q1: 17,187 shares; 2025Q2: 16,573 shares; 2025Q3: 16,444 shares; 2025Q4: 16,377 shares 16,377 $1.62M 0.11% -67 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 2,489 shares; 2025Q1: 3,062 shares; 2025Q2: 3,422 shares; 2025Q3: 3,472 shares; 2025Q4: 3,336 shares 3,336 $1.62M 0.11% -136 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,370 shares; 2024Q4: 37,236 shares; 2025Q1: 36,169 shares; 2025Q2: 34,325 shares; 2025Q3: 34,168 shares; 2025Q4: 33,827 shares 33,827 $1.57M 0.1% -341 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,440 shares; 2024Q4: 43,175 shares; 2025Q1: 34,540 shares; 2025Q2: 31,740 shares; 2025Q3: 31,740 shares; 2025Q4: 30,760 shares 30,760 $1.55M 0.1% -980 Timeline BSV 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: 7,928 shares; 2024Q4: 7,928 shares; 2025Q1: 21,478 shares; 2025Q2: 19,678 shares; 2025Q3: 19,658 shares; 2025Q4: 19,696 shares 19,696 $1.55M 0.1% +38 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,847 shares; 2024Q4: 6,865 shares; 2025Q1: 6,187 shares; 2025Q2: 6,156 shares; 2025Q3: 5,399 shares; 2025Q4: 5,312 shares 5,312 $1.53M 0.1% -87 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 10,374 shares; 2025Q1: 10,041 shares; 2025Q2: 8,927 shares; 2025Q3: 8,927 shares; 2025Q4: 8,912 shares 8,912 $1.51M 0.1% -15 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,973 shares; 2024Q4: 9,665 shares; 2025Q1: 9,744 shares; 2025Q2: 9,571 shares; 2025Q3: 9,528 shares; 2025Q4: 9,442 shares 9,442 $1.5M 0.1% -86 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,390 shares; 2024Q4: 21,594 shares; 2025Q1: 21,413 shares; 2025Q2: 20,581 shares; 2025Q3: 20,545 shares; 2025Q4: 20,508 shares 20,508 $1.49M 0.1% -37 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,783 shares; 2024Q4: 3,733 shares; 2025Q1: 3,644 shares; 2025Q2: 4,254 shares; 2025Q3: 4,219 shares; 2025Q4: 4,210 shares 4,210 $1.49M 0.1% -9 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,503 shares; 2024Q4: 28,966 shares; 2025Q1: 16,779 shares; 2025Q2: 15,731 shares; 2025Q3: 15,661 shares; 2025Q4: 15,549 shares 15,549 $1.49M 0.1% -112 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares 4,900 $1.44M 0.1% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,339 shares; 2024Q4: 30,273 shares; 2025Q1: 28,184 shares; 2025Q2: 27,578 shares; 2025Q3: 26,048 shares; 2025Q4: 26,202 shares 26,202 $1.44M 0.1% +154 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,883 shares; 2024Q4: 34,650 shares; 2025Q1: 25,873 shares; 2025Q2: 26,042 shares; 2025Q3: 24,877 shares; 2025Q4: 25,791 shares 25,791 $1.41M 0.09% +914 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,092 shares; 2024Q4: 9,679 shares; 2025Q1: 9,592 shares; 2025Q2: 9,324 shares; 2025Q3: 8,960 shares; 2025Q4: 9,034 shares 9,034 $1.4M 0.09% +74 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,205 shares; 2024Q4: 12,283 shares; 2025Q1: 12,123 shares; 2025Q2: 11,844 shares; 2025Q3: 11,180 shares; 2025Q4: 10,641 shares 10,641 $1.39M 0.09% -539 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,780 shares; 2024Q4: 5,522 shares; 2025Q1: 5,673 shares; 2025Q2: 5,608 shares; 2025Q3: 4,237 shares; 2025Q4: 4,347 shares 4,347 $1.39M 0.09% +110 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,533 shares; 2024Q4: 39,308 shares; 2025Q1: 39,769 shares; 2025Q2: 38,544 shares; 2025Q3: 37,088 shares; 2025Q4: 35,006 shares 35,006 $1.34M 0.09% -2,082 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,241 shares; 2024Q4: 20,026 shares; 2025Q1: 19,310 shares; 2025Q2: 19,015 shares; 2025Q3: 15,733 shares; 2025Q4: 15,184 shares 15,184 $1.33M 0.09% -549 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: 6,248 shares; 2024Q4: 5,812 shares; 2025Q1: 5,486 shares; 2025Q2: 4,726 shares; 2025Q3: 3,525 shares; 2025Q4: 3,521 shares 3,521 $1.32M 0.09% -4 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,899 shares; 2024Q4: 26,742 shares; 2025Q1: 26,692 shares; 2025Q2: 26,102 shares; 2025Q3: 25,802 shares; 2025Q4: 25,177 shares 25,177 $1.32M 0.09% -625 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: 13,494 shares; 2024Q4: 13,494 shares; 2025Q1: 13,494 shares; 2025Q2: 17,017 shares; 2025Q3: 18,724 shares; 2025Q4: 20,981 shares 20,981 $1.31M 0.09% +2,257 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,860 shares; 2024Q4: 32,970 shares; 2025Q1: 27,365 shares; 2025Q2: 26,425 shares; 2025Q3: 15,373 shares; 2025Q4: 16,700 shares 16,700 $1.3M 0.09% +1,327 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 7,616 shares; 2025Q1: 6,334 shares; 2025Q2: 5,890 shares; 2025Q3: 5,545 shares; 2025Q4: 4,246 shares 4,246 $1.28M 0.08% -1,299 Timeline FV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,275 shares; 2024Q4: 24,499 shares; 2025Q1: 23,533 shares; 2025Q2: 22,385 shares; 2025Q3: 124 shares; 2025Q4: 126 shares 126 $1.28M 0.08% +2 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,400 shares; 2025Q2: 88,400 shares; 2025Q3: 98,400 shares; 2025Q4: 98,400 shares 98,400 $1.27M 0.08% 0 Timeline IYZ 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: 38,601 shares; 2024Q4: 38,343 shares; 2025Q1: 38,167 shares; 2025Q2: 37,506 shares; 2025Q3: 37,500 shares; 2025Q4: 37,370 shares 37,370 $1.27M 0.08% -130 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: 18,132 shares; 2024Q4: 18,706 shares; 2025Q1: 18,365 shares; 2025Q2: 18,094 shares; 2025Q3: 15,476 shares; 2025Q4: 15,606 shares 15,606 $1.26M 0.08% +130 Timeline IWO 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: 4,602 shares; 2024Q4: 4,502 shares; 2025Q1: 3,881 shares; 2025Q2: 3,745 shares; 2025Q3: 3,705 shares; 2025Q4: 3,717 shares 3,717 $1.2M 0.08% +12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,360 shares; 2024Q4: 10,515 shares; 2025Q1: 10,490 shares; 2025Q2: 10,490 shares; 2025Q3: 10,340 shares; 2025Q4: 10,340 shares 10,340 $1.2M 0.08% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,531 shares; 2025Q1: 2,519 shares; 2025Q2: 2,534 shares; 2025Q3: 1,431 shares; 2025Q4: 1,428 shares 1,428 $1.18M 0.08% -3 Timeline ESGU 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: 10,167 shares; 2024Q4: 9,571 shares; 2025Q1: 9,143 shares; 2025Q2: 8,408 shares; 2025Q3: 746 shares; 2025Q4: 749 shares 749 $1.17M 0.08% +3 Timeline HDV 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: 9,991 shares; 2024Q4: 9,969 shares; 2025Q1: 9,695 shares; 2025Q2: 9,674 shares; 2025Q3: 8,513 shares; 2025Q4: 8,268 shares 8,268 $1.14M 0.08% -245 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,045 shares; 2025Q1: 1,035 shares; 2025Q2: 935 shares; 2025Q3: 855 shares; 2025Q4: 855 shares 855 $1.14M 0.08% 0 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,496 shares; 2024Q4: 19,725 shares; 2025Q1: 21,326 shares; 2025Q2: 19,787 shares; 2025Q3: 19,225 shares; 2025Q4: 19,183 shares 19,183 $1.13M 0.07% -42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,807 shares; 2024Q4: 8,172 shares; 2025Q1: 8,077 shares; 2025Q2: 7,308 shares; 2025Q3: 7,256 shares; 2025Q4: 7,280 shares 7,280 $1.13M 0.07% +24 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 1,089 shares; 2025Q1: 1,442 shares; 2025Q2: 1,507 shares; 2025Q3: 1,512 shares; 2025Q4: 7,173 shares 7,173 $1.1M 0.07% +5,661 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,600 shares; 2024Q4: 18,671 shares; 2025Q1: 17,566 shares; 2025Q2: 19,466 shares; 2025Q3: 16,684 shares; 2025Q4: 16,619 shares 16,619 $1.1M 0.07% -65 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 2,869 shares; 2025Q1: 2,800 shares; 2025Q2: 2,818 shares; 2025Q3: 2,458 shares; 2025Q4: 2,448 shares 2,448 $1.1M 0.07% -10 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,400 shares; 2024Q4: 21,400 shares; 2025Q1: 21,400 shares; 2025Q2: 21,400 shares; 2025Q3: 21,400 shares; 2025Q4: 21,451 shares 21,451 $1.09M 0.07% +51 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,207 shares; 2024Q4: 21,732 shares; 2025Q1: 20,747 shares; 2025Q2: 20,292 shares; 2025Q3: 13,439 shares; 2025Q4: 13,018 shares 13,018 $1.06M 0.07% -421 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 1,871 shares; 2025Q1: 1,847 shares; 2025Q2: 1,844 shares; 2025Q3: 3,503 shares; 2025Q4: 3,363 shares 3,363 $1.06M 0.07% -140 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,093 shares; 2024Q4: 7,856 shares; 2025Q1: 12,943 shares; 2025Q2: 12,923 shares; 2025Q3: 7,384 shares; 2025Q4: 7,390 shares 7,390 $1.05M 0.07% +6 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,386 shares; 2024Q4: 14,021 shares; 2025Q1: 11,580 shares; 2025Q2: 11,477 shares; 2025Q3: 11,290 shares; 2025Q4: 11,022 shares 11,022 $1.04M 0.07% -268 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,522 shares; 2025Q1: 1,474 shares; 2025Q2: 1,462 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $1.03M 0.07% 0 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: 10,841 shares; 2024Q4: 10,810 shares; 2025Q1: 10,480 shares; 2025Q2: 10,470 shares; 2025Q3: 10,475 shares; 2025Q4: 10,500 shares 10,500 $1.01M 0.07% +25 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 6,267 shares; 2025Q1: 6,104 shares; 2025Q2: 6,070 shares; 2025Q3: 6,095 shares; 2025Q4: 6,123 shares 6,123 $991K 0.07% +28 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,543 shares; 2024Q4: 8,659 shares; 2025Q1: 8,575 shares; 2025Q2: 8,209 shares; 2025Q3: 13,057 shares; 2025Q4: 12,296 shares 12,296 $987K 0.07% -761 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,995 shares; 2024Q4: 12,948 shares; 2025Q1: 12,311 shares; 2025Q2: 11,489 shares; 2025Q3: 10,822 shares; 2025Q4: 21,564 shares 21,564 $976K 0.06% +10,742 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,691 shares; 2024Q4: 20,691 shares; 2025Q1: 21,116 shares; 2025Q2: 21,036 shares; 2025Q3: 21,031 shares; 2025Q4: 21,861 shares 21,861 $973K 0.06% +830 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 9,266 shares; 2025Q1: 8,989 shares; 2025Q2: 8,857 shares; 2025Q3: 7,971 shares; 2025Q4: 7,923 shares 7,923 $972K 0.06% -48 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,386 shares; 2025Q1: 11,746 shares; 2025Q2: 11,465 shares; 2025Q3: 11,488 shares; 2025Q4: 11,195 shares 11,195 $947K 0.06% -293 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,924 shares; 2024Q4: 11,847 shares; 2025Q1: 11,607 shares; 2025Q2: 9,923 shares; 2025Q3: 6,796 shares; 2025Q4: 5,402 shares 5,402 $910K 0.06% -1,394 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,465 shares; 2025Q1: 2,050 shares; 2025Q2: 2,273 shares; 2025Q3: 2,438 shares; 2025Q4: 5,141 shares 5,141 $903K 0.06% +2,703 Timeline IUSB 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: 28,241 shares; 2024Q4: 26,649 shares; 2025Q1: 26,137 shares; 2025Q2: 25,874 shares; 2025Q3: 47 shares; 2025Q4: 47 shares 47 $903K 0 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,004 shares; 2024Q4: 24,552 shares; 2025Q1: 23,548 shares; 2025Q2: 22,962 shares; 2025Q3: 22,161 shares; 2025Q4: 21,809 shares 21,809 $883K 0.06% -352 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: 264 shares; 2024Q4: 258 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 1,959 shares; 2025Q4: 1,971 shares 1,971 $869K 0.06% +12 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 24,600 shares; 2025Q1: 28,780 shares; 2025Q2: 28,720 shares; 2025Q3: 17,196 shares; 2025Q4: 17,197 shares 17,197 $862K 0.06% +1 Timeline RDVY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,978 shares; 2024Q4: 13,356 shares; 2025Q1: 12,909 shares; 2025Q2: 12,389 shares; 2025Q3: 134 shares; 2025Q4: 139 shares 139 $860K 0.06% +5 Timeline SUB 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: 8,255 shares; 2024Q4: 7,955 shares; 2025Q1: 7,955 shares; 2025Q2: 7,955 shares; 2025Q3: 7,955 shares; 2025Q4: 7,955 shares 7,955 $849K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 29,983 shares; 2025Q1: 26,830 shares; 2025Q2: 26,515 shares; 2025Q3: 64 shares; 2025Q4: 65 shares 65 $847K +1 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,633 shares; 2024Q4: 37,002 shares; 2025Q1: 34,610 shares; 2025Q2: 31,874 shares; 2025Q3: 30,691 shares; 2025Q4: 27,420 shares 27,420 $845K 0.06% -3,271 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,497 shares; 2024Q4: 4,505 shares; 2025Q1: 4,505 shares; 2025Q2: 4,515 shares; 2025Q3: 4,235 shares; 2025Q4: 4,216 shares 4,216 $816K 0.05% -19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,149 shares; 2024Q4: 12,515 shares; 2025Q1: 13,691 shares; 2025Q2: 15,849 shares; 2025Q3: 16,696 shares; 2025Q4: 16,536 shares 16,536 $814K 0.05% -160 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,478 shares; 2024Q4: 11,689 shares; 2025Q1: 14,313 shares; 2025Q2: 14,765 shares; 2025Q3: 16,243 shares; 2025Q4: 16,253 shares 16,253 $797K 0.05% +10 Timeline IVE 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: 5,164 shares; 2024Q4: 5,084 shares; 2025Q1: 5,078 shares; 2025Q2: 4,622 shares; 2025Q3: 3,856 shares; 2025Q4: 3,861 shares 3,861 $789K 0.05% +5 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,947 shares; 2024Q4: 3,885 shares; 2025Q1: 3,085 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares 3,050 $784K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,502 shares; 2024Q4: 13,180 shares; 2025Q1: 12,950 shares; 2025Q2: 12,230 shares; 2025Q3: 11,590 shares; 2025Q4: 11,518 shares 11,518 $781K 0.05% -72 Timeline IVW 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: 8,756 shares; 2024Q4: 8,478 shares; 2025Q1: 8,273 shares; 2025Q2: 7,543 shares; 2025Q3: 5,980 shares; 2025Q4: 6,112 shares 6,112 $761K 0.05% +132 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,035 shares; 2024Q4: 8,035 shares; 2025Q1: 6,605 shares; 2025Q2: 6,625 shares; 2025Q3: 8,605 shares; 2025Q4: 32,050 shares 32,050 $756K 0.05% +23,445 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,795 shares; 2025Q1: 1,785 shares; 2025Q2: 1,785 shares; 2025Q3: 1,750 shares; 2025Q4: 2,130 shares 2,130 $750K 0.05% +380 Timeline EMXC 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: 23,313 shares; 2024Q4: 17,463 shares; 2025Q1: 11,134 shares; 2025Q2: 10,964 shares; 2025Q3: 10,873 shares; 2025Q4: 10,308 shares 10,308 $747K 0.05% -565 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,346 shares; 2025Q1: 4,467 shares; 2025Q2: 3,458 shares; 2025Q3: 3,424 shares; 2025Q4: 3,269 shares 3,269 $744K 0.05% -155 Timeline IWP 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: 6,147 shares; 2024Q4: 6,147 shares; 2025Q1: 6,147 shares; 2025Q2: 5,409 shares; 2025Q3: 5,409 shares; 2025Q4: 5,409 shares 5,409 $741K 0.05% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,812 shares; 2024Q4: 8,719 shares; 2025Q1: 8,699 shares; 2025Q2: 8,699 shares; 2025Q3: 8,699 shares; 2025Q4: 6,562 shares 6,562 $719K 0.05% -2,137 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,432 shares; 2024Q4: 22,194 shares; 2025Q1: 22,194 shares; 2025Q2: 22,105 shares; 2025Q3: 63 shares; 2025Q4: 65 shares 65 $718K +2 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 5,207 shares; 2025Q1: 6,395 shares; 2025Q2: 8,640 shares; 2025Q3: 7,685 shares; 2025Q4: 10,280 shares 10,280 $715K 0.05% +2,595 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,641 shares; 2025Q1: 3,921 shares; 2025Q2: 3,433 shares; 2025Q3: 3,596 shares; 2025Q4: 3,629 shares 3,629 $704K 0.05% +33 Timeline PSK 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: 15,221 shares; 2024Q4: 15,221 shares; 2025Q1: 15,221 shares; 2025Q2: 22,216 shares; 2025Q3: 22,216 shares; 2025Q4: 21,916 shares 21,916 $695K 0.05% -300 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,483 shares; 2025Q1: 3,229 shares; 2025Q2: 2,453 shares; 2025Q3: 2,443 shares; 2025Q4: 2,278 shares 2,278 $692K 0.05% -165 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,461 shares; 2025Q1: 1,438 shares; 2025Q2: 1,368 shares; 2025Q3: 1,343 shares; 2025Q4: 1,343 shares 1,343 $686K 0.05% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,040 shares; 2024Q4: 8,990 shares; 2025Q1: 8,540 shares; 2025Q2: 17,080 shares; 2025Q3: 17,080 shares; 2025Q4: 16,920 shares 16,920 $679K 0.04% -160 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 4,094 shares; 2025Q1: 2,721 shares; 2025Q2: 2,301 shares; 2025Q3: 1,989 shares; 2025Q4: 1,923 shares 1,923 $673K 0.04% -66 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,262 shares; 2024Q4: 15,613 shares; 2025Q1: 14,286 shares; 2025Q2: 7,846 shares; 2025Q3: 7,301 shares; 2025Q4: 6,771 shares 6,771 $669K 0.04% -530 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 5,967 shares; 2025Q1: 5,940 shares; 2025Q2: 5,740 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares 5,600 $653K 0.04% 0 Timeline MBB 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: 8,733 shares; 2024Q4: 8,452 shares; 2025Q1: 6,806 shares; 2025Q2: 6,806 shares; 2025Q3: 5,565 shares; 2025Q4: 5,565 shares 5,565 $648K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 2,848 shares; 2025Q1: 2,838 shares; 2025Q2: 2,678 shares; 2025Q3: 2,797 shares; 2025Q4: 2,717 shares 2,717 $624K 0.04% -80 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: 2,163 shares; 2025Q1: 2,028 shares; 2025Q2: 1,983 shares; 2025Q3: 1,958 shares; 2025Q4: 1,958 shares 1,958 $607K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,425 shares; 2024Q4: 9,325 shares; 2025Q1: 9,225 shares; 2025Q2: 9,125 shares; 2025Q3: 8,125 shares; 2025Q4: 8,198 shares 8,198 $600K 0.04% +73 Timeline XLC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 5,433 shares; 2025Q1: 5,248 shares; 2025Q2: 5,329 shares; 2025Q3: 4,632 shares; 2025Q4: 5,093 shares 5,093 $600K 0.04% +461 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,743 shares; 2024Q4: 31,750 shares; 2025Q1: 29,375 shares; 2025Q2: 28,104 shares; 2025Q3: 25,962 shares; 2025Q4: 25,036 shares 25,036 $597K 0.04% -926 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,972 shares; 2024Q4: 6,253 shares; 2025Q1: 6,033 shares; 2025Q2: 5,309 shares; 2025Q3: 5,315 shares; 2025Q4: 5,089 shares 5,089 $596K 0.04% -226 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,159 shares; 2024Q4: 7,886 shares; 2025Q1: 7,891 shares; 2025Q2: 7,973 shares; 2025Q3: 7,768 shares; 2025Q4: 7,657 shares 7,657 $595K 0.04% -111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,070 shares; 2024Q4: 29,100 shares; 2025Q1: 12,967 shares; 2025Q2: 12,768 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92 $588K 0.04% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 284 shares; 2025Q2: 194 shares; 2025Q3: 185 shares; 2025Q4: 270 shares 270 $580K 0.04% +85 Timeline SPIB 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: 19,046 shares; 2024Q4: 19,046 shares; 2025Q1: 17,686 shares; 2025Q2: 17,686 shares; 2025Q3: 17,541 shares; 2025Q4: 17,101 shares 17,101 $578K 0.04% -440 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 6,078 shares; 2025Q1: 5,978 shares; 2025Q2: 5,875 shares; 2025Q3: 5,894 shares; 2025Q4: 5,645 shares 5,645 $570K 0.04% -249 Timeline MUB 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: 5,405 shares; 2024Q4: 5,405 shares; 2025Q1: 5,405 shares; 2025Q2: 6,530 shares; 2025Q3: 5,280 shares; 2025Q4: 5,280 shares 5,280 $566K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,746 shares; 2024Q4: 9,106 shares; 2025Q1: 8,701 shares; 2025Q2: 8,538 shares; 2025Q3: 68 shares; 2025Q4: 71 shares 71 $565K 0.04% +3 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,061 shares; 2024Q4: 15,940 shares; 2025Q1: 13,868 shares; 2025Q2: 14,317 shares; 2025Q3: 12,195 shares; 2025Q4: 15,245 shares 15,245 $565K 0.04% +3,050 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 521 shares; 2025Q2: 6,540 shares; 2025Q3: 6,180 shares; 2025Q4: 6,180 shares 6,180 $564K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 2,279 shares; 2025Q1: 2,206 shares; 2025Q2: 2,202 shares; 2025Q3: 1,825 shares; 2025Q4: 1,937 shares 1,937 $546K 0.04% +112 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 4,599 shares; 2025Q1: 4,599 shares; 2025Q2: 4,579 shares; 2025Q3: 2,324 shares; 2025Q4: 2,319 shares 2,319 $542K 0.04% -5 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,587 shares; 2025Q1: 4,587 shares; 2025Q2: 4,364 shares; 2025Q3: 4,090 shares; 2025Q4: 3,976 shares 3,976 $541K 0.04% -114 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 410 shares; 2025Q1: 815 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares 865 $539K 0.04% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: 6,371 shares; 2025Q1: 5,922 shares; 2025Q2: 5,730 shares; 2025Q3: 6,506 shares; 2025Q4: 6,312 shares 6,312 $526K 0.03% -194 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,839 shares; 2024Q4: 18,004 shares; 2025Q1: 13,214 shares; 2025Q2: 11,952 shares; 2025Q3: 11,676 shares; 2025Q4: 9,297 shares 9,297 $513K 0.03% -2,379 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: 1,107 shares; 2024Q4: 1,107 shares; 2025Q1: 1,077 shares; 2025Q2: 1,077 shares; 2025Q3: 1,408 shares; 2025Q4: 1,413 shares 1,413 $510K 0.03% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,748 shares; 2024Q4: 11,748 shares; 2025Q1: 11,081 shares; 2025Q2: 10,911 shares; 2025Q3: 10,780 shares; 2025Q4: 10,780 shares 10,780 $507K 0.03% 0 Timeline DSI 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: 5,044 shares; 2024Q4: 4,821 shares; 2025Q1: 4,771 shares; 2025Q2: 4,771 shares; 2025Q3: 961 shares; 2025Q4: 129 shares 129 $507K 0.03% -832 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 20,445 shares; 2025Q1: 19,145 shares; 2025Q2: 18,878 shares; 2025Q3: 26 shares; 2025Q4: 27 shares 27 $505K +1 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline HYDB 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: not reported; 2024Q4: not reported; 2025Q1: 8,595 shares; 2025Q2: 9,045 shares; 2025Q3: 9,695 shares; 2025Q4: 10,660 shares 10,660 $505K 0.03% +965 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: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 1,926 shares; 2025Q2: 2,031 shares; 2025Q3: 2,609 shares; 2025Q4: 2,609 shares 2,609 $500K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,015 shares; 2024Q4: 8,015 shares; 2025Q1: 10,980 shares; 2025Q2: 10,980 shares; 2025Q3: 10,980 shares; 2025Q4: 10,970 shares 10,970 $496K 0.03% -10 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,404 shares; 2024Q4: 11,436 shares; 2025Q1: 10,348 shares; 2025Q2: 8,798 shares; 2025Q3: 8,856 shares; 2025Q4: 8,388 shares 8,388 $490K 0.03% -468 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,852 shares; 2024Q4: 13,428 shares; 2025Q1: 13,254 shares; 2025Q2: 13,254 shares; 2025Q3: 13,206 shares; 2025Q4: 13,082 shares 13,082 $474K 0.03% -124 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 2,908 shares; 2025Q1: 2,554 shares; 2025Q2: 1,969 shares; 2025Q3: 2,040 shares; 2025Q4: 1,996 shares 1,996 $474K 0.03% -44 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 812 shares; 2025Q1: 787 shares; 2025Q2: 803 shares; 2025Q3: 1,311 shares; 2025Q4: 1,272 shares 1,272 $458K 0.03% -39 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD 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: 7,105 shares; 2025Q2: 6,900 shares; 2025Q3: 11,690 shares; 2025Q4: 11,690 shares 11,690 $451K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 3,575 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares 3,375 $447K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,657 shares; 2025Q1: 1,656 shares; 2025Q2: 1,685 shares; 2025Q3: 1,645 shares; 2025Q4: 1,628 shares 1,628 $445K 0.03% -17 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,748 shares; 2024Q4: 17,748 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares 13,500 $433K 0.03% 0 Timeline FTSM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 7,680 shares; 2025Q1: 7,280 shares; 2025Q2: 7,247 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $432K 0.03% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 4,366 shares; 2025Q1: 4,366 shares; 2025Q2: 4,366 shares; 2025Q3: 4,366 shares; 2025Q4: 4,366 shares 4,366 $430K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 2,309 shares; 2025Q1: 2,409 shares; 2025Q2: 2,409 shares; 2025Q3: 2,380 shares; 2025Q4: 2,173 shares 2,173 $430K 0.03% -207 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,844 shares; 2024Q4: 12,111 shares; 2025Q1: 9,974 shares; 2025Q2: 9,807 shares; 2025Q3: 12,229 shares; 2025Q4: 8,451 shares 8,451 $429K 0.03% -3,778 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 5,383 shares; 2025Q1: 5,187 shares; 2025Q2: 5,120 shares; 2025Q3: 4,817 shares; 2025Q4: 4,334 shares 4,334 $429K 0.03% -483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 203 shares; 2025Q1: 653 shares; 2025Q2: 603 shares; 2025Q3: 995 shares; 2025Q4: 1,271 shares 1,271 $425K 0.03% +276 Timeline IWY 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: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares 1,530 $424K 0.03% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,484 shares; 2025Q2: 1,469 shares; 2025Q3: 2,166 shares; 2025Q4: 2,179 shares 2,179 $424K 0.03% +13 Timeline FVC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,627 shares; 2024Q4: 13,607 shares; 2025Q1: 12,170 shares; 2025Q2: 12,170 shares; 2025Q3: 36 shares; 2025Q4: 36 shares 36 $423K 0 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline GVI 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: 12,335 shares; 2024Q4: 12,420 shares; 2025Q1: 12,847 shares; 2025Q2: 5,939 shares; 2025Q3: 4,729 shares; 2025Q4: 3,899 shares 3,899 $419K 0.03% -830 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,102 shares; 2025Q1: 1,892 shares; 2025Q2: 1,742 shares; 2025Q3: 1,893 shares; 2025Q4: 1,893 shares 1,893 $416K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,380 shares; 2024Q4: 9,734 shares; 2025Q1: 9,699 shares; 2025Q2: 9,418 shares; 2025Q3: 8,668 shares; 2025Q4: 8,665 shares 8,665 $414K 0.03% -3 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 202 shares; 2025Q1: 1,359 shares; 2025Q2: 1,359 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares 1,363 $412K 0.03% 0 Timeline FIW 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,052 shares; 2025Q1: 4,052 shares; 2025Q2: 4,052 shares; 2025Q3: 112 shares; 2025Q4: 109 shares 109 $412K 0.03% -3 Timeline IEI 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: 8,825 shares; 2024Q4: 8,825 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares 3,350 $400K 0.03% 0 Timeline IGLB 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: 8,845 shares; 2024Q4: 8,845 shares; 2025Q1: 7,755 shares; 2025Q2: 7,755 shares; 2025Q3: 7,755 shares; 2025Q4: 7,755 shares 7,755 $391K 0.03% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $390K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,361 shares; 2025Q1: 1,336 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,335 shares 1,335 $387K 0.03% -1 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 562 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 1,193 shares; 2025Q4: 1,231 shares 1,231 $383K 0.03% +38 Timeline IJK 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: 3,806 shares; 2024Q4: 3,890 shares; 2025Q1: 3,890 shares; 2025Q2: 3,890 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares 3,900 $378K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,205 shares; 2024Q4: 13,104 shares; 2025Q1: 13,116 shares; 2025Q2: 7,472 shares; 2025Q3: 2,101 shares; 2025Q4: 2,029 shares 2,029 $376K 0.02% -72 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 4,666 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 3,795 shares; 2025Q4: 3,792 shares 3,792 $375K 0.02% -3 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,610 shares; 2024Q4: 13,785 shares; 2025Q1: 12,745 shares; 2025Q2: 12,745 shares; 2025Q3: 12,345 shares; 2025Q4: 12,285 shares 12,285 $373K 0.02% -60 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 2,468 shares; 2025Q1: 2,130 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,968 shares 1,968 $363K 0.02% +158 Timeline LMBS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,965 shares; 2024Q4: 7,791 shares; 2025Q1: 7,538 shares; 2025Q2: 7,301 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $362K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: 3,407 shares; 2025Q1: 3,407 shares; 2025Q2: 3,082 shares; 2025Q3: 2,359 shares; 2025Q4: 2,308 shares 2,308 $361K 0.02% -51 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: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $351K 0.02% new 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: 937 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares 935 $349K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,256 shares; 2025Q1: 2,667 shares; 2025Q2: 2,642 shares; 2025Q3: 2,642 shares; 2025Q4: 2,432 shares 2,432 $349K 0.02% -210 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 285 shares; 2025Q1: 455 shares; 2025Q2: 246 shares; 2025Q3: 279 shares; 2025Q4: 737 shares 737 $346K 0.02% +458 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,684 shares; 2025Q1: 2,684 shares; 2025Q2: 2,684 shares; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares 2,684 $346K 0.02% 0 Timeline IGIB 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: 6,802 shares; 2024Q4: 6,802 shares; 2025Q1: 6,382 shares; 2025Q2: 6,382 shares; 2025Q3: 6,322 shares; 2025Q4: 6,322 shares 6,322 $341K 0.02% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 598 shares; 2025Q1: 390 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,085 shares 1,085 $339K 0.02% -25 Timeline GOVT 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: 18,547 shares; 2024Q4: 18,300 shares; 2025Q1: 17,608 shares; 2025Q2: 16,944 shares; 2025Q3: 23 shares; 2025Q4: 23 shares 23 $339K 0 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: 2,158 shares; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares 2,308 $326K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,689 shares; 2025Q1: 3,689 shares; 2025Q2: 3,842 shares; 2025Q3: 3,372 shares; 2025Q4: 3,372 shares 3,372 $322K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 2,038 shares; 2025Q1: 1,634 shares; 2025Q2: 1,627 shares; 2025Q3: 1,832 shares; 2025Q4: 1,867 shares 1,867 $319K 0.02% +35 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,955 shares; 2025Q2: 11,955 shares; 2025Q3: 11,955 shares; 2025Q4: 11,895 shares 11,895 $316K 0.02% -60 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 9,291 shares; 2025Q1: 9,291 shares; 2025Q2: 9,291 shares; 2025Q3: 11,881 shares; 2025Q4: 11,881 shares 11,881 $315K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,825 shares; 2025Q3: 2,885 shares; 2025Q4: 1,525 shares 1,525 $310K 0.02% -1,360 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 458 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 419 shares; 2025Q4: 374 shares 374 $307K 0.02% -45 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,292 shares; 2025Q3: 1,534 shares; 2025Q4: 1,729 shares 1,729 $302K 0.02% +195 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares 56 $300K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,324 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,313 shares; 2025Q4: 1,294 shares 1,294 $298K 0.02% -19 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST 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: 6,279 shares; 2025Q3: 8,871 shares; 2025Q4: 8,871 shares 8,871 $297K 0.02% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 4,009 shares; 2025Q1: 4,009 shares; 2025Q2: 4,009 shares; 2025Q3: 3,566 shares; 2025Q4: 3,564 shares 3,564 $293K 0.02% -2 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,122 shares; 2024Q4: 4,288 shares; 2025Q1: 2,392 shares; 2025Q2: 1,381 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares 1,291 $291K 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 4,880 shares; 2025Q1: 3,785 shares; 2025Q2: 3,785 shares; 2025Q3: 3,785 shares; 2025Q4: 3,785 shares 3,785 $290K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares 1,375 $289K 0.02% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,733 shares; 2024Q4: 12,363 shares; 2025Q1: 12,356 shares; 2025Q2: 12,241 shares; 2025Q3: 11,843 shares; 2025Q4: 11,841 shares 11,841 $287K 0.02% -2 Timeline QUAL 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: 1,471 shares; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,053 shares; 2025Q4: 1,057 shares 1,057 $285K 0.02% +4 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP 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: 5,166 shares 5,166 $284K 0.02% new 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: 2,989 shares; 2024Q4: 2,771 shares; 2025Q1: 2,771 shares; 2025Q2: 2,771 shares; 2025Q3: 103 shares; 2025Q4: 104 shares 104 $283K 0.02% +1 Timeline USMV 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: 3,621 shares; 2024Q4: 3,491 shares; 2025Q1: 3,369 shares; 2025Q2: 3,090 shares; 2025Q3: 1,895 shares; 2025Q4: 1,894 shares 1,894 $281K 0.02% -1 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $275K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,776 shares; 2025Q3: 1,776 shares; 2025Q4: 1,776 shares 1,776 $275K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 334 shares 334 $270K 0.02% -25 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 5,456 shares; 2025Q1: 4,582 shares; 2025Q2: 3,148 shares; 2025Q3: 3,016 shares; 2025Q4: 2,989 shares 2,989 $269K 0.02% -27 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: 885 shares; 2024Q4: 885 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 853 shares 853 $269K 0.02% -70 Timeline BKLN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,765 shares; 2024Q4: 12,765 shares; 2025Q1: 12,765 shares; 2025Q2: 12,765 shares; 2025Q3: 12,765 shares; 2025Q4: 12,765 shares 12,765 $268K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,132 shares; 2025Q3: 2,132 shares; 2025Q4: 2,045 shares 2,045 $264K 0.02% -87 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares 1,226 $256K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 7,649 shares; 2025Q1: 8,284 shares; 2025Q2: 8,068 shares; 2025Q3: 7,202 shares; 2025Q4: 3,812 shares 3,812 $256K 0.02% -3,390 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 265 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 247 shares; 2025Q4: 237 shares 237 $254K 0.02% -10 Timeline IEF 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: 2,428 shares; 2024Q4: 2,428 shares; 2025Q1: 1,930 shares; 2025Q2: 2,627 shares; 2025Q3: 2,627 shares; 2025Q4: 2,627 shares 2,627 $253K 0.02% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,026 shares; 2025Q1: 3,045 shares; 2025Q2: 3,062 shares; 2025Q3: 85 shares; 2025Q4: 82 shares 82 $251K 0.02% -3 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,534 shares; 2025Q1: 2,534 shares; 2025Q2: 2,534 shares; 2025Q3: 3,067 shares; 2025Q4: 2,717 shares 2,717 $249K 0.02% -350 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 135 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 2,440 shares; 2025Q4: 2,117 shares 2,117 $248K 0.02% -323 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 847 shares; 2025Q1: 837 shares; 2025Q2: 862 shares; 2025Q3: 857 shares; 2025Q4: 817 shares 817 $242K 0.02% -40 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,013 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares 875 $241K 0.02% 0 Timeline FTSL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 6,074 shares; 2025Q1: 5,262 shares; 2025Q2: 5,185 shares; 2025Q3: 46 shares; 2025Q4: 46 shares 46 $237K 0.02% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 265 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 810 shares 810 $233K 0.02% +270 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 698 shares; 2025Q1: 493 shares; 2025Q2: 478 shares; 2025Q3: 921 shares; 2025Q4: 956 shares 956 $231K 0.02% +35 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: 7,380 shares; 2025Q1: 4,476 shares; 2025Q2: 4,031 shares; 2025Q3: 3,981 shares; 2025Q4: 3,623 shares 3,623 $230K 0.02% -358 Timeline BIL 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: 742 shares; 2024Q4: 2,259 shares; 2025Q1: 3,323 shares; 2025Q2: 2,935 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares 2,516 $230K 0.02% 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: 2,877 shares; 2024Q4: 1,380 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares 1,255 $227K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: 4,293 shares; 2025Q1: 4,283 shares; 2025Q2: 3,783 shares; 2025Q3: 3,783 shares; 2025Q4: 3,783 shares 3,783 $227K 0.02% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 5,111 shares; 2025Q1: 5,111 shares; 2025Q2: 5,111 shares; 2025Q3: 5,111 shares; 2025Q4: 5,111 shares 5,111 $227K 0.02% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 160 shares 160 $223K 0.01% +110 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 134 shares; 2025Q4: 171 shares 171 $223K 0.01% +37 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: 1,677 shares; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 977 shares; 2025Q3: 1,041 shares; 2025Q4: 1,045 shares 1,045 $215K 0.01% +4 Timeline SPSB 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: 39,920 shares; 2024Q4: 39,920 shares; 2025Q1: 7,085 shares; 2025Q2: 7,085 shares; 2025Q3: 7,085 shares; 2025Q4: 7,085 shares 7,085 $214K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 1,123 shares; 2025Q1: 3,091 shares; 2025Q2: 3,106 shares; 2025Q3: 1,224 shares; 2025Q4: 192 shares 192 $209K 0.01% -1,032 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 638 shares; 2025Q1: 595 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 530 shares 530 $206K 0.01% -45 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 121 shares; 2025Q4: 103 shares 103 $206K 0.01% -18 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 3,302 shares; 2025Q1: 3,302 shares; 2025Q2: 3,218 shares; 2025Q3: 3,079 shares; 2025Q4: 3,074 shares 3,074 $206K 0.01% -5 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 577 shares; 2025Q4: 577 shares 577 $204K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 7,107 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,314 shares 1,314 $203K 0.01% -506 Timeline Microsoft Corp 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 518 shares; 2025Q4: 484 shares 484 $198K 0.01% -34 AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,815 shares; 2024Q4: 6,315 shares; 2025Q1: 6,315 shares; 2025Q2: 6,315 shares; 2025Q3: 6,315 shares; 2025Q4: 6,315 shares 6,315 $198K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,838 shares; 2025Q1: 1,796 shares; 2025Q2: 1,781 shares; 2025Q3: 1,319 shares; 2025Q4: 1,322 shares 1,322 $198K 0.01% +3 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 5,488 shares; 2025Q1: 5,488 shares; 2025Q2: 5,484 shares; 2025Q3: 4,026 shares; 2025Q4: 4,476 shares 4,476 $195K 0.01% +450 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,485 shares; 2024Q4: 4,950 shares; 2025Q1: 3,285 shares; 2025Q2: 2,580 shares; 2025Q3: 2,880 shares; 2025Q4: 2,830 shares 2,830 $193K 0.01% -50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,269 shares; 2025Q1: 3,269 shares; 2025Q2: 3,269 shares; 2025Q3: 3,274 shares; 2025Q4: 3,274 shares 3,274 $192K 0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $189K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 5,900 shares; 2025Q1: 4,030 shares; 2025Q2: 4,030 shares; 2025Q3: 4,515 shares; 2025Q4: 3,735 shares 3,735 $187K 0.01% -780 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares 1,825 $186K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 1,563 shares; 2025Q1: 1,471 shares; 2025Q2: 1,436 shares; 2025Q3: 730 shares; 2025Q4: 701 shares 701 $185K 0.01% -29 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 3,988 shares; 2025Q1: 3,988 shares; 2025Q2: 3,988 shares; 2025Q3: 3,988 shares; 2025Q4: 3,988 shares 3,988 $185K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares 1,502 $180K 0.01% 0 Timeline KBE 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: 3,546 shares; 2024Q4: 3,546 shares; 2025Q1: 3,546 shares; 2025Q2: 2,996 shares; 2025Q3: 2,983 shares; 2025Q4: 2,954 shares 2,954 $179K 0.01% -29 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,728 shares; 2025Q1: 2,730 shares; 2025Q2: 2,733 shares; 2025Q3: 135 shares; 2025Q4: 130 shares 130 $178K 0.01% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 740 shares; 2025Q2: 825 shares; 2025Q3: 900 shares; 2025Q4: 1,000 shares 1,000 $178K 0.01% +100 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $175K 0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares 1,835 $174K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,804 shares; 2025Q1: 1,670 shares; 2025Q2: 1,556 shares; 2025Q3: 1,596 shares; 2025Q4: 1,396 shares 1,396 $172K 0.01% -200 Timeline CIBR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $171K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,194 shares; 2024Q4: 8,159 shares; 2025Q1: 8,558 shares; 2025Q2: 6,818 shares; 2025Q3: 6,818 shares; 2025Q4: 4,818 shares 4,818 $167K 0.01% -2,000 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,614 shares; 2025Q1: 3,614 shares; 2025Q2: 3,622 shares; 2025Q3: 3,625 shares; 2025Q4: 3,628 shares 3,628 $161K 0.01% +3 Timeline DVY 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: 1,713 shares; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,108 shares 1,108 $156K 0.01% -15 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,321 shares; 2024Q4: 5,505 shares; 2025Q1: 5,615 shares; 2025Q2: 5,251 shares; 2025Q3: 3,407 shares; 2025Q4: 3,296 shares 3,296 $148K 0.01% -111 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares 290 $142K 0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,753 shares; 2025Q3: 2,259 shares; 2025Q4: 2,263 shares 2,263 $142K 0.01% +4 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 90 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 535 shares; 2025Q4: 525 shares 525 $140K 0.01% -10 Timeline Mge Energy Inc Mge Energy Inc More: the full row for Mge Energy 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: not reported; 2025Q3: 168 shares; 2025Q4: 157 shares 157 $139K 0.01% -11 DMXF 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: 1,280 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 2,052 shares; 2025Q3: 1,148 shares; 2025Q4: 1,572 shares 1,572 $136K 0.01% +424 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 698 shares; 2025Q4: 701 shares 701 $134K 0.01% +3 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares 175 $134K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,137 shares; 2025Q1: 2,353 shares; 2025Q2: 2,237 shares; 2025Q3: 2,168 shares; 2025Q4: 2,172 shares 2,172 $134K 0.01% +4 Timeline IMCG 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: 1,652 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,652 shares; 2025Q3: 83 shares; 2025Q4: 80 shares 80 $132K 0.01% -3 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares 542 $127K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 420 shares 420 $120K 0.01% +200 Timeline EMXF 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: 2,262 shares; 2024Q4: 2,262 shares; 2025Q1: 2,262 shares; 2025Q2: 2,262 shares; 2025Q3: 2,262 shares; 2025Q4: 2,567 shares 2,567 $119K 0.01% +305 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $116K 0.01% 0 Timeline IYW 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: 684 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 196 shares; 2025Q4: 200 shares 200 $116K 0.01% +4 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST 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: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares 2,750 $114K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares 1,420 $114K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 2,037 shares; 2025Q1: 1,280 shares; 2025Q2: 740 shares; 2025Q3: 1,188 shares; 2025Q4: 1,135 shares 1,135 $113K 0.01% -53 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares 1,184 $113K 0.01% 0 Timeline AOA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90 shares 90 $112K 0.01% new Timeline IQLT 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: 2,460 shares; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares 2,460 $112K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 496 shares 496 $111K 0.01% +155 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 130 shares; 2025Q4: 127 shares 127 $110K 0.01% -3 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,588 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares 1,930 $108K 0.01% 0 Timeline LQD 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: 4,252 shares; 2024Q4: 1,397 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 111 shares; 2025Q4: 110 shares 110 $108K 0.01% -1 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,318 shares; 2025Q1: 1,318 shares; 2025Q2: 1,318 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares 1,318 $107K 0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 333 shares; 2025Q4: 357 shares 357 $106K 0.01% +24 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 6,843 shares; 2025Q2: 6,843 shares; 2025Q3: 1,988 shares; 2025Q4: 1,988 shares 1,988 $105K 0.01% 0 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,982 shares; 2024Q4: 15,982 shares; 2025Q1: 5,055 shares; 2025Q2: 5,055 shares; 2025Q3: 5,055 shares; 2025Q4: 5,055 shares 5,055 $105K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118 $104K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 1,169 shares; 2025Q2: 1,063 shares; 2025Q3: 999 shares; 2025Q4: 1,001 shares 1,001 $104K 0.01% +2 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 3,080 shares; 2025Q1: 3,080 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares; 2025Q4: 3,080 shares 3,080 $103K 0.01% 0 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares 2,630 $103K 0.01% 0 Timeline ESML 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: 2,238 shares; 2024Q4: 2,238 shares; 2025Q1: 2,063 shares; 2025Q2: 2,063 shares; 2025Q3: 2,063 shares; 2025Q4: 2,235 shares 2,235 $103K 0.01% +172 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,025 shares; 2025Q3: 1,875 shares; 2025Q4: 1,595 shares 1,595 $103K 0.01% -280 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,692 shares; 2025Q1: 3,692 shares; 2025Q2: 3,692 shares; 2025Q3: 3,692 shares; 2025Q4: 3,692 shares 3,692 $103K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 600 shares 600 $102K 0.01% +100 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares 132 $102K 0.01% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 951 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 936 shares; 2025Q4: 1,036 shares 1,036 $101K 0.01% +100 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,920 shares; 2024Q4: 8,115 shares; 2025Q1: 7,815 shares; 2025Q2: 7,815 shares; 2025Q3: 4,427 shares; 2025Q4: 4,428 shares 4,428 $101K 0.01% +1 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,780 shares; 2024Q4: 4,802 shares; 2025Q1: 4,829 shares; 2025Q2: 4,856 shares; 2025Q3: 2,781 shares; 2025Q4: 2,783 shares 2,783 $101K 0.01% +2 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 342 shares; 2025Q3: 260 shares; 2025Q4: 288 shares 288 $100K 0.01% +28 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,772 shares; 2025Q1: 1,388 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares 1,188 $98.6K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 470 shares; 2025Q4: 463 shares 463 $95.4K 0.01% -7 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 244 shares; 2025Q4: 251 shares 251 $93.9K 0.01% +7 Timeline FALN 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: 3,968 shares; 2024Q4: 3,621 shares; 2025Q1: 3,621 shares; 2025Q2: 3,621 shares; 2025Q3: 28 shares; 2025Q4: 27 shares 27 $93.9K 0.01% -1 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 2,000 shares 2,000 $93.6K 0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $92.6K 0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP 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: 1,814 shares 1,814 $92.4K 0.01% new Timeline IXN 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: 880 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 103 shares; 2025Q4: 105 shares 105 $90.9K 0.01% +2 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: 538 shares; 2024Q4: 576 shares; 2025Q1: 578 shares; 2025Q2: 579 shares; 2025Q3: 293 shares; 2025Q4: 398 shares 398 $90.4K 0.01% +105 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,678 shares; 2025Q1: 1,678 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,723 shares 1,723 $89.5K 0.01% +45 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 404 shares; 2025Q2: 589 shares; 2025Q3: 1,144 shares; 2025Q4: 1,174 shares 1,174 $89.5K 0.01% +30 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares 368 $89.4K 0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 694 shares 694 $88.7K 0.01% -216 Timeline ICLN 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: 5,270 shares; 2024Q4: 3,640 shares; 2025Q1: 5,345 shares; 2025Q2: 5,245 shares; 2025Q3: 5,245 shares; 2025Q4: 5,340 shares 5,340 $87.7K 0.01% +95 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares 910 $86.5K 0.01% 0 Timeline IJJ 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: 525 shares; 2024Q4: 650 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares 655 $86.2K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 343 shares; 2025Q4: 347 shares 347 $83.7K 0.01% +4 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,530 shares; 2024Q4: 12,958 shares; 2025Q1: 3,861 shares; 2025Q2: 3,861 shares; 2025Q3: 3,657 shares; 2025Q4: 3,531 shares 3,531 $83.7K 0.01% -126 Timeline SUSA 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: 4,320 shares; 2024Q4: 4,145 shares; 2025Q1: 4,138 shares; 2025Q2: 2,080 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $83.6K 0.01% 0 Timeline PPL Corporation PPL Corporation More: the full row for PPL Corporation Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 2,336 shares; 2025Q3: 37 shares; 2025Q4: 35 shares 35 $81.8K 0.01% -2 EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,411 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 952 shares; 2025Q4: 774 shares 774 $81.3K 0.01% -178 Timeline ICF 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: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares 1,335 $79.7K 0.01% 0 Timeline USHY 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: 3,630 shares; 2024Q4: 3,748 shares; 2025Q1: 2,233 shares; 2025Q2: 2,233 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares 2,115 $79.1K 0.01% 0 Timeline PGX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 7,525 shares; 2025Q2: 7,525 shares; 2025Q3: 6,900 shares; 2025Q4: 7,020 shares 7,020 $78.9K 0.01% +120 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,188 shares; 2025Q3: 161 shares; 2025Q4: 148 shares 148 $78.5K 0.01% -13 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 897 shares; 2025Q1: 908 shares; 2025Q2: 913 shares; 2025Q3: 968 shares; 2025Q4: 977 shares 977 $77.9K 0.01% +9 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: not reported; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 28 shares; 2025Q4: 33 shares 33 $77.6K 0.01% +5 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,027 shares; 2024Q4: 3,027 shares; 2025Q1: 3,027 shares; 2025Q2: 3,027 shares; 2025Q3: 37 shares; 2025Q4: 41 shares 41 $74K <0.01% +4 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $73.7K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 962 shares; 2025Q4: 1,516 shares 1,516 $73.3K <0.01% +554 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,202 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares 1,112 $71K <0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $70.9K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 955 shares; 2025Q3: 930 shares; 2025Q4: 844 shares 844 $70.8K <0.01% -86 Timeline IDV 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: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 37 shares; 2025Q4: 39 shares 39 $70.6K <0.01% +2 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares 1,202 $69K <0.01% 0 Timeline CZFS CITIZENS FINL SVCS INC More: the full row for CITIZENS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: not reported; 2025Q1: 1,199 shares; 2025Q2: 1,210 shares; 2025Q3: 60 shares; 2025Q4: 57 shares 57 $69K <0.01% -3 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $68.9K <0.01% 0 Timeline PIO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,539 shares 1,539 $68K <0.01% +35 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 4,488 shares; 2025Q1: 4,435 shares; 2025Q2: 4,435 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18 $67.5K 0 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares 1,074 $67K <0.01% 0 Timeline SHYG 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 43 shares; 2025Q4: 43 shares 43 $66.8K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 544 shares; 2025Q4: 532 shares 532 $66.6K <0.01% -12 Timeline PHO 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: 943 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 943 shares 943 $66.4K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: not reported; 2025Q1: 1,106 shares; 2025Q2: 1,106 shares; 2025Q3: 53 shares; 2025Q4: 58 shares 58 $64.6K <0.01% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 151 shares; 2025Q4: 153 shares 153 $63.2K <0.01% +2 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares 1,495 $61.5K <0.01% 0 Timeline ICVT 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: 718 shares; 2024Q4: 715 shares; 2025Q1: 674 shares; 2025Q2: 667 shares; 2025Q3: 100 shares; 2025Q4: 99 shares 99 $61.2K <0.01% -1 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares 295 $60.4K <0.01% 0 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $59K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: not reported; 2025Q3: 980 shares; 2025Q4: 980 shares 980 $58.8K <0.01% 0 Timeline SLQD 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: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 51 shares; 2025Q4: 51 shares 51 $58.1K <0.01% 0 Timeline TIP 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: 3,072 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 111 shares; 2025Q4: 110 shares 110 $57.4K <0.01% -1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 373 shares; 2025Q4: 1,735 shares 1,735 $56.8K <0.01% +1,362 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 2,011 shares; 2025Q1: 2,011 shares; 2025Q2: 2,011 shares; 2025Q3: 2,011 shares; 2025Q4: 2,011 shares 2,011 $56.4K <0.01% 0 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $54.6K <0.01% 0 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: not reported; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 73 shares; 2025Q4: 74 shares 74 $54.5K <0.01% +1 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 22 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $54.3K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 2,842 shares; 2025Q1: 2,822 shares; 2025Q2: 1,572 shares; 2025Q3: 1,562 shares; 2025Q4: 1,180 shares 1,180 $53.7K <0.01% -382 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 526 shares 526 $51.4K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $51.2K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 78 shares; 2025Q4: 80 shares 80 $51.2K <0.01% +2 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,364 shares; 2024Q4: 7,364 shares; 2025Q1: 4,264 shares; 2025Q2: 4,063 shares; 2025Q3: 3,163 shares; 2025Q4: 2,663 shares 2,663 $50.9K <0.01% -500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 221 shares; 2025Q1: 222 shares; 2025Q2: 239 shares; 2025Q3: 280 shares; 2025Q4: 277 shares 277 $50.8K <0.01% -3 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 40 shares; 2025Q4: 1,328 shares 1,328 $50.8K <0.01% +1,288 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares 230 $50.5K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 252 shares; 2025Q4: 205 shares 205 $49.4K <0.01% -47 Timeline