NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,752 shares; 2024Q4: 842,385 shares; 2025Q1: 888,335 shares; 2025Q2: 887,279 shares; 2025Q3: 887,044 shares; 2025Q4: 883,159 shares 883,159 $107M 17.17% -3,885 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,712 shares 500,712 $40.2M 6.44% new 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: 1,074,161 shares; 2024Q4: 1,078,673 shares; 2025Q1: 1,083,789 shares; 2025Q2: 1,106,250 shares; 2025Q3: 1,058,711 shares; 2025Q4: 706,930 shares 706,930 $40.2M 6.44% -351,781 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: 15,948 shares; 2024Q4: 17,621 shares; 2025Q1: 22,280 shares; 2025Q2: 41,710 shares; 2025Q3: 42,910 shares; 2025Q4: 49,029 shares 49,029 $30.7M 4.93% +6,119 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,043 shares; 2024Q4: 373,318 shares; 2025Q1: 375,568 shares; 2025Q2: 394,092 shares; 2025Q3: 389,108 shares; 2025Q4: 223,453 shares 223,453 $23.8M 3.82% -165,655 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174,069 shares; 2025Q1: 181,017 shares; 2025Q2: 195,110 shares; 2025Q3: 201,816 shares; 2025Q4: 230,389 shares 230,389 $17.7M 2.84% +28,573 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: 68,571 shares; 2024Q4: 67,900 shares; 2025Q1: 64,752 shares; 2025Q2: 67,041 shares; 2025Q3: 66,541 shares; 2025Q4: 59,427 shares 59,427 $16.2M 2.59% -7,114 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: 22,584 shares; 2024Q4: 22,467 shares; 2025Q1: 22,584 shares; 2025Q2: 22,612 shares; 2025Q3: 20,134 shares; 2025Q4: 19,996 shares 19,996 $13.6M 2.19% -138 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: 123,811 shares; 2024Q4: 122,088 shares; 2025Q1: 121,671 shares; 2025Q2: 121,681 shares; 2025Q3: 107,585 shares; 2025Q4: 106,070 shares 106,070 $13.1M 2.1% -1,515 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,132 shares; 2024Q4: 30,821 shares; 2025Q1: 29,038 shares; 2025Q2: 29,970 shares; 2025Q3: 30,288 shares; 2025Q4: 26,263 shares 26,263 $12.7M 2.04% -4,025 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: 111,911 shares; 2024Q4: 115,186 shares; 2025Q1: 116,395 shares; 2025Q2: 146,382 shares; 2025Q3: 158,496 shares; 2025Q4: 197,735 shares 197,735 $12.4M 1.98% +39,239 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: 84,790 shares; 2024Q4: 84,663 shares; 2025Q1: 76,102 shares; 2025Q2: 76,750 shares; 2025Q3: 75,931 shares; 2025Q4: 60,623 shares 60,623 $11.3M 1.81% -15,308 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: 10,980 shares; 2024Q4: 10,980 shares; 2025Q1: 11,009 shares; 2025Q2: 15,390 shares; 2025Q3: 14,593 shares; 2025Q4: 15,595 shares 15,595 $10.7M 1.71% +1,002 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,891 shares 31,891 $9.86M 1.58% new Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,220 shares; 2024Q4: 134,205 shares; 2025Q1: 140,446 shares; 2025Q2: 147,258 shares; 2025Q3: 184,695 shares; 2025Q4: 190,247 shares 190,247 $8.28M 1.33% +5,552 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: 20,947 shares; 2024Q4: 20,659 shares; 2025Q1: 20,405 shares; 2025Q2: 20,868 shares; 2025Q3: 21,323 shares; 2025Q4: 23,915 shares 23,915 $7.49M 1.2% +2,592 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: 34,066 shares; 2024Q4: 36,240 shares; 2025Q1: 32,404 shares; 2025Q2: 33,726 shares; 2025Q3: 34,263 shares; 2025Q4: 27,408 shares 27,408 $6.33M 1.01% -6,855 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: 23,754 shares; 2024Q4: 24,342 shares; 2025Q1: 22,693 shares; 2025Q2: 23,566 shares; 2025Q3: 23,860 shares; 2025Q4: 19,500 shares 19,500 $6.28M 1.01% -4,360 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: 67,038 shares; 2024Q4: 67,040 shares; 2025Q1: 68,741 shares; 2025Q2: 69,273 shares; 2025Q3: 67,256 shares; 2025Q4: 63,912 shares 63,912 $6.14M 0.98% -3,344 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: 7,126 shares; 2024Q4: 6,876 shares; 2025Q1: 6,705 shares; 2025Q2: 13,868 shares; 2025Q3: 14,739 shares; 2025Q4: 17,818 shares 17,818 $5.97M 0.96% +3,079 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,553 shares; 2024Q4: 139,734 shares; 2025Q1: 135,426 shares; 2025Q2: 138,087 shares; 2025Q3: 130,978 shares; 2025Q4: 125,324 shares 125,324 $5.89M 0.94% -5,654 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: 34,392 shares; 2024Q4: 33,492 shares; 2025Q1: 29,490 shares; 2025Q2: 29,085 shares; 2025Q3: 28,500 shares; 2025Q4: 18,584 shares 18,584 $5.83M 0.93% -9,916 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: 15,320 shares; 2024Q4: 15,208 shares; 2025Q1: 15,767 shares; 2025Q2: 15,719 shares; 2025Q3: 14,770 shares; 2025Q4: 12,016 shares 12,016 $5.69M 0.91% -2,754 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: 31,980 shares; 2024Q4: 31,970 shares; 2025Q1: 32,054 shares; 2025Q2: 32,138 shares; 2025Q3: 26,794 shares; 2025Q4: 26,794 shares 26,794 $5.68M 0.91% 0 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,916 shares; 2024Q4: 205,018 shares; 2025Q1: 203,240 shares; 2025Q2: 192,984 shares; 2025Q3: 194,978 shares; 2025Q4: 143,292 shares 143,292 $4.29M 0.69% -51,686 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: 6,831 shares; 2024Q4: 6,704 shares; 2025Q1: 6,343 shares; 2025Q2: 6,360 shares; 2025Q3: 6,417 shares; 2025Q4: 4,924 shares 4,924 $4.25M 0.68% -1,493 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: 6,804 shares; 2024Q4: 6,872 shares; 2025Q1: 6,044 shares; 2025Q2: 6,342 shares; 2025Q3: 6,736 shares; 2025Q4: 6,293 shares 6,293 $4.15M 0.67% -443 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: 19,679 shares; 2024Q4: 19,546 shares; 2025Q1: 19,396 shares; 2025Q2: 19,308 shares; 2025Q3: 19,251 shares; 2025Q4: 19,454 shares 19,454 $3.72M 0.6% +203 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: 4,551 shares; 2024Q4: 4,665 shares; 2025Q1: 6,220 shares; 2025Q2: 7,180 shares; 2025Q3: 6,381 shares; 2025Q4: 11,692 shares 11,692 $3.39M 0.54% +5,311 Timeline CWI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,928 shares; 2025Q4: 92,071 shares 92,071 $3.31M 0.53% +44,143 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: 7,429 shares; 2024Q4: 7,372 shares; 2025Q1: 6,808 shares; 2025Q2: 6,662 shares; 2025Q3: 6,708 shares; 2025Q4: 5,385 shares 5,385 $3.07M 0.49% -1,323 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: 25,261 shares; 2024Q4: 25,427 shares; 2025Q1: 25,306 shares; 2025Q2: 25,763 shares; 2025Q3: 26,328 shares; 2025Q4: 24,462 shares 24,462 $2.94M 0.47% -1,866 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,413 shares; 2024Q4: 38,413 shares; 2025Q1: 38,413 shares; 2025Q2: 37,807 shares; 2025Q3: 37,742 shares; 2025Q4: 71,746 shares 71,746 $2.84M 0.46% +34,004 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: 5,374 shares; 2024Q4: 5,374 shares; 2025Q1: 5,374 shares; 2025Q2: 5,012 shares; 2025Q3: 5,012 shares; 2025Q4: 5,794 shares 5,794 $2.83M 0.45% +782 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 8,710 shares; 2025Q1: 8,710 shares; 2025Q2: 11,357 shares; 2025Q3: 12,484 shares; 2025Q4: 15,790 shares 15,790 $2.8M 0.45% +3,306 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: 5,790 shares; 2024Q4: 5,725 shares; 2025Q1: 5,681 shares; 2025Q2: 5,836 shares; 2025Q3: 5,756 shares; 2025Q4: 5,457 shares 5,457 $2.74M 0.44% -299 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: 11,760 shares; 2024Q4: 11,760 shares; 2025Q1: 12,325 shares; 2025Q2: 12,215 shares; 2025Q3: 12,215 shares; 2025Q4: 12,122 shares 12,122 $2.55M 0.41% -93 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: 24,599 shares; 2024Q4: 24,230 shares; 2025Q1: 23,298 shares; 2025Q2: 24,284 shares; 2025Q3: 24,797 shares; 2025Q4: 20,059 shares 20,059 $2.51M 0.4% -4,738 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: 3,284 shares; 2024Q4: 3,284 shares; 2025Q1: 3,498 shares; 2025Q2: 3,444 shares; 2025Q3: 4,320 shares; 2025Q4: 4,370 shares 4,370 $2.5M 0.4% +50 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: 19,386 shares; 2024Q4: 19,585 shares; 2025Q1: 19,130 shares; 2025Q2: 19,647 shares; 2025Q3: 19,434 shares; 2025Q4: 16,916 shares 16,916 $2.42M 0.39% -2,518 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: 8,652 shares; 2024Q4: 8,556 shares; 2025Q1: 8,534 shares; 2025Q2: 8,132 shares; 2025Q3: 7,863 shares; 2025Q4: 7,527 shares 7,527 $2.37M 0.38% -336 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: 20,020 shares; 2024Q4: 20,020 shares; 2025Q1: 20,020 shares; 2025Q2: 24,918 shares; 2025Q3: 26,688 shares; 2025Q4: 31,064 shares 31,064 $2.34M 0.38% +4,376 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: 10,338 shares; 2024Q4: 10,358 shares; 2025Q1: 10,338 shares; 2025Q2: 10,338 shares; 2025Q3: 10,017 shares; 2025Q4: 9,510 shares 9,510 $2.34M 0.38% -507 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: 8,456 shares; 2024Q4: 8,530 shares; 2025Q1: 8,889 shares; 2025Q2: 10,491 shares; 2025Q3: 11,458 shares; 2025Q4: 11,283 shares 11,283 $2.34M 0.37% -175 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: 7,294 shares; 2024Q4: 7,332 shares; 2025Q1: 7,034 shares; 2025Q2: 7,125 shares; 2025Q3: 7,223 shares; 2025Q4: 6,565 shares 6,565 $2.26M 0.36% -658 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: 38,379 shares; 2024Q4: 36,468 shares; 2025Q1: 35,903 shares; 2025Q2: 35,216 shares; 2025Q3: 36,468 shares; 2025Q4: 32,112 shares 32,112 $2.24M 0.36% -4,356 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: 11,830 shares; 2024Q4: 11,830 shares; 2025Q1: 11,814 shares; 2025Q2: 13,914 shares; 2025Q3: 25,914 shares; 2025Q4: 33,399 shares 33,399 $2.2M 0.35% +7,485 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: 20,905 shares; 2024Q4: 21,079 shares; 2025Q1: 23,079 shares; 2025Q2: 24,433 shares; 2025Q3: 24,849 shares; 2025Q4: 19,231 shares 19,231 $2.14M 0.34% -5,618 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: 12,339 shares; 2024Q4: 12,494 shares; 2025Q1: 12,153 shares; 2025Q2: 12,084 shares; 2025Q3: 12,393 shares; 2025Q4: 10,713 shares 10,713 $2.09M 0.33% -1,680 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: 14,548 shares; 2024Q4: 14,859 shares; 2025Q1: 13,740 shares; 2025Q2: 14,268 shares; 2025Q3: 15,074 shares; 2025Q4: 13,022 shares 13,022 $2M 0.32% -2,052 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: 3,039 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 3,095 shares; 2025Q3: 3,075 shares; 2025Q4: 3,176 shares 3,176 $1.95M 0.31% +101 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: 8,158 shares; 2024Q4: 8,234 shares; 2025Q1: 7,750 shares; 2025Q2: 7,526 shares; 2025Q3: 7,660 shares; 2025Q4: 6,092 shares 6,092 $1.86M 0.3% -1,568 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: 4,503 shares; 2024Q4: 5,857 shares; 2025Q1: 5,475 shares; 2025Q2: 5,774 shares; 2025Q3: 6,160 shares; 2025Q4: 5,763 shares 5,763 $1.84M 0.29% -397 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: 21,839 shares; 2024Q4: 19,001 shares; 2025Q1: 19,386 shares; 2025Q2: 19,370 shares; 2025Q3: 19,344 shares; 2025Q4: 16,674 shares 16,674 $1.76M 0.28% -2,670 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: 3,358 shares; 2024Q4: 3,402 shares; 2025Q1: 5,119 shares; 2025Q2: 6,554 shares; 2025Q3: 8,760 shares; 2025Q4: 9,309 shares 9,309 $1.71M 0.27% +549 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: 7,845 shares; 2024Q4: 7,914 shares; 2025Q1: 7,170 shares; 2025Q2: 7,196 shares; 2025Q3: 7,536 shares; 2025Q4: 6,275 shares 6,275 $1.7M 0.27% -1,261 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: 18,941 shares; 2024Q4: 29,309 shares; 2025Q1: 28,574 shares; 2025Q2: 36,188 shares; 2025Q3: 21,423 shares; 2025Q4: 22,937 shares 22,937 $1.7M 0.27% +1,514 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: 3,524 shares; 2024Q4: 3,359 shares; 2025Q1: 3,359 shares; 2025Q2: 3,450 shares; 2025Q3: 3,595 shares; 2025Q4: 3,601 shares 3,601 $1.68M 0.27% +6 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: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 3,708 shares; 2025Q2: 4,055 shares; 2025Q3: 5,035 shares; 2025Q4: 6,498 shares 6,498 $1.68M 0.27% +1,463 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,000 shares; 2024Q4: 56,000 shares; 2025Q1: 56,000 shares; 2025Q2: 62,949 shares; 2025Q3: 62,949 shares; 2025Q4: 62,949 shares 62,949 $1.67M 0.27% 0 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: 14,128 shares; 2024Q4: 14,898 shares; 2025Q1: 16,898 shares; 2025Q2: 16,879 shares; 2025Q3: 15,710 shares; 2025Q4: 17,880 shares 17,880 $1.67M 0.27% +2,170 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: 1,670 shares; 2024Q4: 1,974 shares; 2025Q1: 2,995 shares; 2025Q2: 4,076 shares; 2025Q3: 4,946 shares; 2025Q4: 4,789 shares 4,789 $1.66M 0.27% -157 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: 5,780 shares; 2024Q4: 11,828 shares; 2025Q1: 10,879 shares; 2025Q2: 10,877 shares; 2025Q3: 10,975 shares; 2025Q4: 8,910 shares 8,910 $1.64M 0.26% -2,065 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: 10,340 shares; 2024Q4: 10,731 shares; 2025Q1: 10,760 shares; 2025Q2: 11,284 shares; 2025Q3: 11,282 shares; 2025Q4: 10,746 shares 10,746 $1.64M 0.26% -536 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,760 shares; 2025Q1: 9,760 shares; 2025Q2: 9,760 shares; 2025Q3: 9,760 shares; 2025Q4: 9,265 shares 9,265 $1.59M 0.25% -495 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: 2,252 shares; 2024Q4: 3,523 shares; 2025Q1: 4,377 shares; 2025Q2: 5,700 shares; 2025Q3: 7,254 shares; 2025Q4: 7,246 shares 7,246 $1.55M 0.25% -8 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: 5,659 shares; 2024Q4: 5,821 shares; 2025Q1: 5,546 shares; 2025Q2: 5,881 shares; 2025Q3: 5,987 shares; 2025Q4: 4,570 shares 4,570 $1.54M 0.25% -1,417 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: 1,897 shares; 2024Q4: 1,682 shares; 2025Q1: 1,639 shares; 2025Q2: 1,656 shares; 2025Q3: 1,903 shares; 2025Q4: 2,294 shares 2,294 $1.52M 0.24% +391 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: 24,373 shares; 2024Q4: 25,095 shares; 2025Q1: 23,969 shares; 2025Q2: 24,406 shares; 2025Q3: 24,861 shares; 2025Q4: 19,546 shares 19,546 $1.51M 0.24% -5,315 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,831 shares; 2025Q3: 19,350 shares; 2025Q4: 17,456 shares 17,456 $1.44M 0.23% -1,894 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: 8,125 shares; 2024Q4: 8,056 shares; 2025Q1: 7,679 shares; 2025Q2: 7,664 shares; 2025Q3: 7,499 shares; 2025Q4: 5,412 shares 5,412 $1.43M 0.23% -2,087 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: 1,254 shares; 2024Q4: 1,233 shares; 2025Q1: 1,228 shares; 2025Q2: 1,444 shares; 2025Q3: 1,378 shares; 2025Q4: 1,316 shares 1,316 $1.41M 0.23% -62 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II 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: 12,900 shares; 2025Q4: 29,476 shares 29,476 $1.4M 0.22% +16,576 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: 664 shares; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 1,849 shares 1,849 $1.39M 0.22% +1,185 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: 5,317 shares; 2024Q4: 5,296 shares; 2025Q1: 5,446 shares; 2025Q2: 5,412 shares; 2025Q3: 5,708 shares; 2025Q4: 5,869 shares 5,869 $1.34M 0.21% +161 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: 3,945 shares; 2024Q4: 3,685 shares; 2025Q1: 3,675 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,754 shares 3,754 $1.32M 0.21% +19 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,104 shares; 2024Q4: 4,214 shares; 2025Q1: 3,912 shares; 2025Q2: 3,983 shares; 2025Q3: 4,932 shares; 2025Q4: 3,821 shares 3,821 $1.29M 0.21% -1,111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,325 shares; 2025Q3: 9,489 shares; 2025Q4: 12,671 shares 12,671 $1.27M 0.2% +3,182 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: 13,791 shares; 2024Q4: 14,623 shares; 2025Q1: 12,942 shares; 2025Q2: 13,049 shares; 2025Q3: 14,429 shares; 2025Q4: 12,658 shares 12,658 $1.26M 0.2% -1,771 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares; 2025Q4: 2,841 shares 2,841 $1.26M 0.2% 0 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: 5,597 shares; 2024Q4: 6,783 shares; 2025Q1: 5,796 shares; 2025Q2: 6,066 shares; 2025Q3: 6,259 shares; 2025Q4: 4,322 shares 4,322 $1.25M 0.2% -1,937 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: 4,751 shares; 2024Q4: 4,587 shares; 2025Q1: 4,499 shares; 2025Q2: 4,775 shares; 2025Q3: 5,125 shares; 2025Q4: 5,167 shares 5,167 $1.25M 0.2% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,250 shares; 2025Q3: 3,695 shares; 2025Q4: 5,804 shares 5,804 $1.21M 0.19% +2,109 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 44,033 shares; 2025Q3: 55,621 shares; 2025Q4: 63,107 shares 63,107 $1.2M 0.19% +7,486 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: 20,813 shares; 2024Q4: 41,744 shares; 2025Q1: 26,426 shares; 2025Q2: 40,516 shares; 2025Q3: 27,975 shares; 2025Q4: 25,409 shares 25,409 $1.17M 0.19% -2,566 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: 44,105 shares; 2024Q4: 33,331 shares; 2025Q1: 32,062 shares; 2025Q2: 34,766 shares; 2025Q3: 45,392 shares; 2025Q4: 46,404 shares 46,404 $1.16M 0.19% +1,012 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: 4,645 shares; 2024Q4: 4,840 shares; 2025Q1: 4,477 shares; 2025Q2: 4,497 shares; 2025Q3: 4,926 shares; 2025Q4: 3,272 shares 3,272 $1.15M 0.18% -1,654 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: 3,040 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 3,057 shares; 2025Q3: 3,057 shares; 2025Q4: 3,025 shares 3,025 $1.13M 0.18% -32 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: 18,988 shares; 2024Q4: 17,239 shares; 2025Q1: 16,469 shares; 2025Q2: 14,978 shares; 2025Q3: 16,766 shares; 2025Q4: 13,947 shares 13,947 $1.12M 0.18% -2,819 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: 8,736 shares; 2024Q4: 4,143 shares; 2025Q1: 3,904 shares; 2025Q2: 3,804 shares; 2025Q3: 3,731 shares; 2025Q4: 3,725 shares 3,725 $1.1M 0.18% -6 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: 8,914 shares; 2025Q1: 8,914 shares; 2025Q2: 8,914 shares; 2025Q3: 8,914 shares; 2025Q4: 8,914 shares 8,914 $1.09M 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,299 shares; 2025Q2: 2,814 shares; 2025Q3: 2,814 shares; 2025Q4: 8,019 shares 8,019 $1.06M 0.17% +5,205 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: 7,721 shares; 2024Q4: 7,715 shares; 2025Q1: 7,397 shares; 2025Q2: 7,207 shares; 2025Q3: 7,359 shares; 2025Q4: 7,366 shares 7,366 $1.06M 0.17% +7 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: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 7,292 shares; 2025Q3: 7,292 shares; 2025Q4: 7,292 shares 7,292 $1.03M 0.16% 0 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: 5,481 shares; 2024Q4: 5,528 shares; 2025Q1: 5,627 shares; 2025Q2: 5,059 shares; 2025Q3: 4,922 shares; 2025Q4: 4,351 shares 4,351 $996K 0.16% -571 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: 1,797 shares; 2024Q4: 1,697 shares; 2025Q1: 1,697 shares; 2025Q2: 1,738 shares; 2025Q3: 1,678 shares; 2025Q4: 1,713 shares 1,713 $993K 0.16% +35 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: 709 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 893 shares; 2025Q3: 956 shares; 2025Q4: 1,122 shares 1,122 $986K 0.16% +166 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: 10,381 shares; 2024Q4: 10,422 shares; 2025Q1: 8,974 shares; 2025Q2: 7,804 shares; 2025Q3: 7,600 shares; 2025Q4: 6,037 shares 6,037 $978K 0.16% -1,563 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: 8,335 shares; 2024Q4: 9,756 shares; 2025Q1: 10,443 shares; 2025Q2: 9,992 shares; 2025Q3: 10,367 shares; 2025Q4: 8,565 shares 8,565 $974K 0.16% -1,802 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,765 shares 11,765 $968K 0.16% new 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: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 650 shares; 2025Q3: 1,016 shares; 2025Q4: 10,310 shares 10,310 $967K 0.15% +9,294 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: 23,487 shares; 2024Q4: 23,045 shares; 2025Q1: 22,237 shares; 2025Q2: 21,216 shares; 2025Q3: 16,361 shares; 2025Q4: 17,463 shares 17,463 $942K 0.15% +1,102 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: 5,080 shares; 2024Q4: 5,080 shares; 2025Q1: 5,080 shares; 2025Q2: 6,057 shares; 2025Q3: 6,057 shares; 2025Q4: 6,748 shares 6,748 $924K 0.15% +691 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: 4,392 shares; 2024Q4: 4,214 shares; 2025Q1: 3,937 shares; 2025Q2: 3,896 shares; 2025Q3: 4,075 shares; 2025Q4: 4,217 shares 4,217 $916K 0.15% +142 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: 26,802 shares; 2024Q4: 25,233 shares; 2025Q1: 23,993 shares; 2025Q2: 25,119 shares; 2025Q3: 26,212 shares; 2025Q4: 18,645 shares 18,645 $914K 0.15% -7,567 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: 8,216 shares; 2024Q4: 8,132 shares; 2025Q1: 6,590 shares; 2025Q2: 7,313 shares; 2025Q3: 7,917 shares; 2025Q4: 5,895 shares 5,895 $909K 0.15% -2,022 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 12,684 shares; 2025Q3: 13,823 shares; 2025Q4: 19,815 shares 19,815 $905K 0.15% +5,992 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: 5,596 shares; 2024Q4: 5,596 shares; 2025Q1: 5,596 shares; 2025Q2: 5,558 shares; 2025Q3: 5,524 shares; 2025Q4: 5,600 shares 5,600 $898K 0.14% +76 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: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 3,500 shares; 2025Q2: 3,675 shares; 2025Q3: 4,425 shares; 2025Q4: 4,610 shares 4,610 $883K 0.14% +185 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: 947 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 1,013 shares; 2025Q4: 3,157 shares 3,157 $881K 0.14% +2,144 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: 7,809 shares; 2024Q4: 7,918 shares; 2025Q1: 7,753 shares; 2025Q2: 7,797 shares; 2025Q3: 8,033 shares; 2025Q4: 4,459 shares 4,459 $870K 0.14% -3,574 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: 14,956 shares; 2024Q4: 16,830 shares; 2025Q1: 13,237 shares; 2025Q2: 17,062 shares; 2025Q3: 12,980 shares; 2025Q4: 12,861 shares 12,861 $865K 0.14% -119 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: 10,882 shares; 2024Q4: 10,882 shares; 2025Q1: 13,907 shares; 2025Q2: 19,330 shares; 2025Q3: 14,614 shares; 2025Q4: 15,950 shares 15,950 $857K 0.14% +1,336 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: 3,620 shares; 2024Q4: 3,620 shares; 2025Q1: 7,645 shares; 2025Q2: 9,726 shares; 2025Q3: 10,901 shares; 2025Q4: 11,533 shares 11,533 $848K 0.14% +632 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,164 shares; 2025Q3: 12,204 shares; 2025Q4: 14,445 shares 14,445 $848K 0.14% +2,241 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: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 2,832 shares; 2025Q2: 2,832 shares; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares 2,832 $815K 0.13% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,513 shares; 2025Q1: 2,326 shares; 2025Q2: 2,351 shares; 2025Q3: 2,559 shares; 2025Q4: 2,454 shares 2,454 $810K 0.13% -105 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: 20,807 shares; 2024Q4: 21,154 shares; 2025Q1: 19,747 shares; 2025Q2: 20,089 shares; 2025Q3: 22,220 shares; 2025Q4: 14,672 shares 14,672 $790K 0.13% -7,548 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: 5,487 shares; 2024Q4: 5,376 shares; 2025Q1: 5,392 shares; 2025Q2: 5,643 shares; 2025Q3: 5,611 shares; 2025Q4: 6,368 shares 6,368 $765K 0.12% +757 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,990 shares; 2025Q4: 6,462 shares 6,462 $754K 0.12% +472 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: 5,604 shares; 2024Q4: 5,564 shares; 2025Q1: 5,604 shares; 2025Q2: 5,644 shares; 2025Q3: 5,644 shares; 2025Q4: 7,818 shares 7,818 $753K 0.12% +2,174 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: 1,199 shares; 2024Q4: 1,252 shares; 2025Q1: 1,243 shares; 2025Q2: 1,242 shares; 2025Q3: 1,241 shares; 2025Q4: 1,235 shares 1,235 $745K 0.12% -6 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: 15,772 shares; 2024Q4: 11,589 shares; 2025Q1: 9,422 shares; 2025Q2: 11,704 shares; 2025Q3: 11,600 shares; 2025Q4: 9,376 shares 9,376 $744K 0.12% -2,224 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: 3,342 shares; 2024Q4: 3,039 shares; 2025Q1: 3,039 shares; 2025Q2: 3,326 shares; 2025Q3: 3,481 shares; 2025Q4: 3,211 shares 3,211 $743K 0.12% -270 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: 7,362 shares; 2024Q4: 6,440 shares; 2025Q1: 6,440 shares; 2025Q2: 6,440 shares; 2025Q3: 5,744 shares; 2025Q4: 5,444 shares 5,444 $736K 0.12% -300 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: 42,338 shares; 2024Q4: 43,105 shares; 2025Q1: 37,405 shares; 2025Q2: 33,324 shares; 2025Q3: 31,674 shares; 2025Q4: 19,662 shares 19,662 $727K 0.12% -12,012 Timeline BOND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,063 shares; 2025Q3: 4,484 shares; 2025Q4: 7,769 shares 7,769 $723K 0.12% +3,285 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: 1,261 shares; 2024Q4: 2,629 shares; 2025Q1: 3,023 shares; 2025Q2: 3,269 shares; 2025Q3: 2,725 shares; 2025Q4: 2,663 shares 2,663 $714K 0.11% -62 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: 6,199 shares; 2024Q4: 5,582 shares; 2025Q1: 4,860 shares; 2025Q2: 4,865 shares; 2025Q3: 5,886 shares; 2025Q4: 4,026 shares 4,026 $707K 0.11% -1,860 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: 3,023 shares; 2024Q4: 3,023 shares; 2025Q1: 2,923 shares; 2025Q2: 2,923 shares; 2025Q3: 3,123 shares; 2025Q4: 4,590 shares 4,590 $694K 0.11% +1,467 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: 6,005 shares; 2024Q4: 6,048 shares; 2025Q1: 6,048 shares; 2025Q2: 6,169 shares; 2025Q3: 6,529 shares; 2025Q4: 6,564 shares 6,564 $691K 0.11% +35 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,514 shares; 2024Q4: 6,390 shares; 2025Q1: 6,420 shares; 2025Q2: 6,566 shares; 2025Q3: 7,207 shares; 2025Q4: 6,199 shares 6,199 $651K 0.1% -1,008 Timeline IGF 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: 5,551 shares; 2024Q4: 6,344 shares; 2025Q1: 5,484 shares; 2025Q2: 7,729 shares; 2025Q3: 10,470 shares; 2025Q4: 10,545 shares 10,545 $647K 0.1% +75 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: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 1,376 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 2,084 shares 2,084 $642K 0.1% +448 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: 14,189 shares; 2024Q4: 13,945 shares; 2025Q1: 13,225 shares; 2025Q2: 13,943 shares; 2025Q3: 14,153 shares; 2025Q4: 11,660 shares 11,660 $592K 0.09% -2,493 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: 5,860 shares; 2024Q4: 21,413 shares; 2025Q1: 5,860 shares; 2025Q2: 6,028 shares; 2025Q3: 5,527 shares; 2025Q4: 5,527 shares 5,527 $592K 0.09% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $580K 0.09% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,525 shares; 2024Q4: 8,256 shares; 2025Q1: 7,896 shares; 2025Q2: 7,896 shares; 2025Q3: 8,746 shares; 2025Q4: 8,681 shares 8,681 $577K 0.09% -65 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: 7,736 shares; 2024Q4: 7,736 shares; 2025Q1: 7,736 shares; 2025Q2: 7,736 shares; 2025Q3: 7,736 shares; 2025Q4: 7,736 shares 7,736 $574K 0.09% 0 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: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 6,180 shares; 2025Q3: 6,180 shares; 2025Q4: 6,180 shares 6,180 $564K 0.09% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,287 shares; 2025Q4: 4,356 shares 4,356 $555K 0.09% +1,069 Timeline CATH 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: 6,360 shares; 2024Q4: 6,360 shares; 2025Q1: 6,570 shares; 2025Q2: 6,668 shares; 2025Q3: 6,668 shares; 2025Q4: 6,668 shares 6,668 $548K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,303 shares; 2025Q4: 10,730 shares 10,730 $543K 0.09% +6,427 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: 23,124 shares; 2024Q4: 22,159 shares; 2025Q1: 18,965 shares; 2025Q2: 19,217 shares; 2025Q3: 19,141 shares; 2025Q4: 13,594 shares 13,594 $522K 0.08% -5,547 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: 10,366 shares; 2024Q4: 10,060 shares; 2025Q1: 9,552 shares; 2025Q2: 9,843 shares; 2025Q3: 9,705 shares; 2025Q4: 8,127 shares 8,127 $518K 0.08% -1,578 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: 1,418 shares; 2024Q4: 1,554 shares; 2025Q1: 1,312 shares; 2025Q2: 936 shares; 2025Q3: 804 shares; 2025Q4: 498 shares 498 $503K 0.08% -306 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 3,480 shares 3,480 $501K 0.08% +1,935 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: 1,959 shares; 2024Q4: 2,017 shares; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares 2,017 $497K 0.08% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,290 shares; 2024Q4: 11,040 shares; 2025Q1: 10,292 shares; 2025Q2: 14,342 shares; 2025Q3: 15,092 shares; 2025Q4: 15,092 shares 15,092 $494K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,631 shares 8,631 $494K 0.08% new 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: 1,244 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,420 shares; 2025Q3: 1,410 shares; 2025Q4: 1,479 shares 1,479 $484K 0.08% +69 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: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,298 shares; 2025Q3: 1,198 shares; 2025Q4: 1,218 shares 1,218 $483K 0.08% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,708 shares; 2025Q4: 3,750 shares 3,750 $479K 0.08% +42 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: 1,761 shares; 2024Q4: 2,240 shares; 2025Q1: 2,260 shares; 2025Q2: 3,091 shares; 2025Q3: 2,968 shares; 2025Q4: 2,419 shares 2,419 $469K 0.08% -549 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: 3,481 shares; 2024Q4: 3,481 shares; 2025Q1: 3,481 shares; 2025Q2: 4,826 shares; 2025Q3: 4,826 shares; 2025Q4: 10,972 shares 10,972 $468K 0.08% +6,146 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: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 926 shares; 2025Q3: 963 shares; 2025Q4: 963 shares 963 $466K 0.07% 0 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: 4,445 shares; 2024Q4: 4,650 shares; 2025Q1: 3,026 shares; 2025Q2: 3,712 shares; 2025Q3: 3,605 shares; 2025Q4: 2,474 shares 2,474 $459K 0.07% -1,131 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: 3,555 shares; 2024Q4: 3,754 shares; 2025Q1: 3,754 shares; 2025Q2: 4,087 shares; 2025Q3: 4,087 shares; 2025Q4: 4,087 shares 4,087 $451K 0.07% 0 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: 18,538 shares; 2024Q4: 13,030 shares; 2025Q1: 13,030 shares; 2025Q2: 12,394 shares; 2025Q3: 12,394 shares; 2025Q4: 12,394 shares 12,394 $449K 0.07% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 5,084 shares; 2025Q1: 5,084 shares; 2025Q2: 5,084 shares; 2025Q3: 5,084 shares; 2025Q4: 5,084 shares 5,084 $448K 0.07% 0 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: 2,382 shares; 2024Q4: 2,382 shares; 2025Q1: 2,967 shares; 2025Q2: 3,098 shares; 2025Q3: 4,245 shares; 2025Q4: 4,655 shares 4,655 $436K 0.07% +410 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,364 shares 4,364 $434K 0.07% new 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: 388 shares; 2024Q4: 652 shares; 2025Q1: 725 shares; 2025Q2: 761 shares; 2025Q3: 794 shares; 2025Q4: 2,714 shares 2,714 $416K 0.07% +1,920 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,289 shares; 2025Q3: 2,511 shares; 2025Q4: 2,289 shares 2,289 $415K 0.07% -222 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: 11,009 shares; 2024Q4: 10,648 shares; 2025Q1: 10,648 shares; 2025Q2: 11,281 shares; 2025Q3: 11,107 shares; 2025Q4: 11,107 shares 11,107 $410K 0.07% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 9,544 shares; 2025Q1: 9,544 shares; 2025Q2: 9,724 shares; 2025Q3: 9,724 shares; 2025Q4: 10,442 shares 10,442 $409K 0.07% +718 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: 6,326 shares; 2024Q4: 7,509 shares; 2025Q1: 7,481 shares; 2025Q2: 8,836 shares; 2025Q3: 10,355 shares; 2025Q4: 6,947 shares 6,947 $406K 0.06% -3,408 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: 26,744 shares; 2024Q4: 27,599 shares; 2025Q1: 26,177 shares; 2025Q2: 26,391 shares; 2025Q3: 26,846 shares; 2025Q4: 13,481 shares 13,481 $403K 0.06% -13,365 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,082 shares 4,082 $392K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,025 shares 12,025 $386K 0.06% new Timeline OVL LISTED FDS TR More: the full row for LISTED FDS 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: 4,425 shares; 2025Q3: 4,425 shares; 2025Q4: 7,200 shares 7,200 $383K 0.06% +2,775 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,965 shares; 2025Q1: 1,816 shares; 2025Q2: 2,790 shares; 2025Q3: 2,792 shares; 2025Q4: 2,169 shares 2,169 $382K 0.06% -623 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: 3,526 shares; 2024Q4: 3,526 shares; 2025Q1: 3,489 shares; 2025Q2: 3,489 shares; 2025Q3: 2,673 shares; 2025Q4: 2,655 shares 2,655 $369K 0.06% -18 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: 786 shares; 2025Q1: 842 shares; 2025Q2: 910 shares; 2025Q3: 580 shares; 2025Q4: 345 shares 345 $369K 0.06% -235 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: 937 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 1,047 shares; 2025Q3: 997 shares; 2025Q4: 849 shares 849 $362K 0.06% -148 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: 1,883 shares; 2024Q4: 2,808 shares; 2025Q1: 3,377 shares; 2025Q2: 3,311 shares; 2025Q3: 1,917 shares; 2025Q4: 1,230 shares 1,230 $355K 0.06% -687 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,820 shares; 2024Q4: 4,063 shares; 2025Q1: 4,063 shares; 2025Q2: 4,063 shares; 2025Q3: 4,063 shares; 2025Q4: 4,063 shares 4,063 $355K 0.06% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,960 shares; 2025Q1: 3,960 shares; 2025Q2: 3,810 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares 2,475 $349K 0.06% 0 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: 2,109 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,591 shares; 2025Q3: 2,591 shares; 2025Q4: 2,016 shares 2,016 $345K 0.06% -575 Timeline EDV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,232 shares 5,232 $340K 0.05% new 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: 7,821 shares; 2024Q4: 14,366 shares; 2025Q1: 14,176 shares; 2025Q2: 14,176 shares; 2025Q3: 13,576 shares; 2025Q4: 13,576 shares 13,576 $326K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,180 shares; 2025Q3: 3,180 shares; 2025Q4: 3,634 shares 3,634 $325K 0.05% +454 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,285 shares 3,285 $313K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 693 shares 693 $312K 0.05% +174 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: 6,680 shares; 2024Q4: 6,680 shares; 2025Q1: 6,680 shares; 2025Q2: 6,680 shares; 2025Q3: 6,680 shares; 2025Q4: 4,942 shares 4,942 $295K 0.05% -1,738 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: 6,579 shares; 2024Q4: 9,864 shares; 2025Q1: 7,757 shares; 2025Q2: 5,278 shares; 2025Q3: 4,688 shares; 2025Q4: 4,488 shares 4,488 $286K 0.05% -200 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 647 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares 617 $280K 0.04% 0 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: 2,928 shares; 2024Q4: 2,906 shares; 2025Q1: 2,856 shares; 2025Q2: 2,841 shares; 2025Q3: 2,748 shares; 2025Q4: 2,748 shares 2,748 $277K 0.04% 0 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: 6,495 shares; 2024Q4: 6,009 shares; 2025Q1: 5,298 shares; 2025Q2: 5,789 shares; 2025Q3: 5,256 shares; 2025Q4: 3,054 shares 3,054 $275K 0.04% -2,202 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares 1,260 $273K 0.04% 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: 5,343 shares; 2024Q4: 4,869 shares; 2025Q1: 4,869 shares; 2025Q2: 5,076 shares; 2025Q3: 5,076 shares; 2025Q4: 3,885 shares 3,885 $261K 0.04% -1,191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,186 shares 2,186 $261K 0.04% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares 3,900 $261K 0.04% 0 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: 4,374 shares; 2024Q4: 4,374 shares; 2025Q1: 4,374 shares; 2025Q2: 4,466 shares; 2025Q3: 4,466 shares; 2025Q4: 4,516 shares 4,516 $260K 0.04% +50 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: 453 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares 495 $259K 0.04% 0 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,489 shares; 2024Q4: 5,837 shares; 2025Q1: 5,387 shares; 2025Q2: 5,387 shares; 2025Q3: 5,387 shares; 2025Q4: 5,387 shares 5,387 $258K 0.04% 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: 1,773 shares; 2024Q4: 1,971 shares; 2025Q1: 1,971 shares; 2025Q2: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 1,971 shares 1,971 $254K 0.04% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 2,895 shares; 2025Q1: 2,845 shares; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares 2,845 $251K 0.04% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 531 shares 531 $249K 0.04% new Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 3,765 shares; 2025Q1: 3,765 shares; 2025Q2: 3,415 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares 3,265 $247K 0.04% 0 Timeline RSPT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,400 shares 5,400 $246K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,080 shares; 2025Q4: 3,080 shares 3,080 $246K 0.04% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares 1,875 $245K 0.04% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,148 shares; 2024Q4: 9,190 shares; 2025Q1: 8,517 shares; 2025Q2: 7,882 shares; 2025Q3: 7,720 shares; 2025Q4: 6,023 shares 6,023 $242K 0.04% -1,697 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 859 shares; 2025Q4: 970 shares 970 $240K 0.04% +111 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: 3,408 shares; 2024Q4: 3,642 shares; 2025Q1: 3,642 shares; 2025Q2: 3,642 shares; 2025Q3: 3,642 shares; 2025Q4: 2,842 shares 2,842 $239K 0.04% -800 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: 3,783 shares; 2024Q4: 3,813 shares; 2025Q1: 3,782 shares; 2025Q2: 5,092 shares; 2025Q3: 2,889 shares; 2025Q4: 3,083 shares 3,083 $239K 0.04% +194 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: 823 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 693 shares; 2025Q4: 668 shares 668 $235K 0.04% -25 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: 2,410 shares; 2024Q4: 2,410 shares; 2025Q1: 2,410 shares; 2025Q2: 2,605 shares; 2025Q3: 2,605 shares; 2025Q4: 5,210 shares 5,210 $233K 0.04% +2,605 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP 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: 803 shares 803 $231K 0.04% new 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: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,914 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 900 shares 900 $231K 0.04% -900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,238 shares; 2025Q3: 3,238 shares; 2025Q4: 3,238 shares 3,238 $231K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,178 shares; 2025Q3: 5,178 shares; 2025Q4: 5,178 shares 5,178 $230K 0.04% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,441 shares; 2024Q4: 52,732 shares; 2025Q1: 10,108 shares; 2025Q2: 4,612 shares; 2025Q3: 3,385 shares; 2025Q4: 2,259 shares 2,259 $230K 0.04% -1,126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,418 shares 1,418 $227K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,750 shares 1,750 $226K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331 shares; 2025Q4: 335 shares 335 $219K 0.04% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400 $217K 0.03% new 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: 273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219 shares; 2025Q4: 199 shares 199 $213K 0.03% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,425 shares 2,425 $212K 0.03% new Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 4,544 shares; 2025Q4: 4,544 shares 4,544 $207K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 649 shares 649 $203K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,650 shares 1,650 $203K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares 230 $202K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: not reported; 2025Q4: 410 shares 410 $201K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 694 shares; 2025Q4: 684 shares 684 $201K 0.03% -10 Timeline