FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073,044 shares; 2024Q4: 5,913,070 shares; 2025Q1: 5,842,415 shares; 2025Q2: 5,841,416 shares; 2025Q3: 5,833,622 shares 5,833,622 $153M 25.48% -7,794 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,282 shares; 2024Q4: 409,656 shares; 2025Q1: 371,009 shares; 2025Q2: 366,195 shares; 2025Q3: 363,243 shares 363,243 $29M 4.82% -2,952 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172,084 shares; 2025Q1: 269,737 shares; 2025Q2: 275,692 shares; 2025Q3: 275,692 shares 275,692 $24.6M 4.09% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,669 shares; 2024Q4: 35,347 shares; 2025Q1: 34,976 shares; 2025Q2: 33,771 shares; 2025Q3: 32,818 shares 32,818 $17M 2.82% -953 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,609 shares; 2024Q4: 24,459 shares; 2025Q1: 24,656 shares; 2025Q2: 24,036 shares; 2025Q3: 23,278 shares 23,278 $15.6M 2.59% -758 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,037 shares; 2024Q4: 63,875 shares; 2025Q1: 63,274 shares; 2025Q2: 60,612 shares; 2025Q3: 60,269 shares 60,269 $15.3M 2.55% -343 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,281 shares; 2025Q2: 77,338 shares; 2025Q3: 156,428 shares 156,428 $13.2M 2.19% +79,090 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,877 shares; 2024Q4: 32,218 shares; 2025Q1: 30,742 shares; 2025Q2: 30,131 shares; 2025Q3: 28,748 shares 28,748 $9.07M 1.51% -1,383 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,862 shares; 2025Q3: 65,783 shares 65,783 $8.81M 1.46% -5,079 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,526 shares; 2024Q4: 96,123 shares; 2025Q1: 90,923 shares; 2025Q2: 84,830 shares; 2025Q3: 83,763 shares 83,763 $8.63M 1.43% -1,067 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,459 shares; 2024Q4: 32,424 shares; 2025Q1: 30,664 shares; 2025Q2: 30,495 shares; 2025Q3: 28,657 shares 28,657 $8M 1.33% -1,838 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,456 shares; 2024Q4: 62,629 shares; 2025Q1: 63,457 shares; 2025Q2: 64,489 shares; 2025Q3: 65,515 shares 65,515 $7.39M 1.23% +1,026 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,875 shares; 2024Q4: 32,650 shares; 2025Q1: 31,868 shares; 2025Q2: 32,406 shares; 2025Q3: 30,160 shares 30,160 $7.33M 1.22% -2,246 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,097 shares; 2024Q4: 17,838 shares; 2025Q1: 17,621 shares; 2025Q2: 17,863 shares; 2025Q3: 18,009 shares 18,009 $7.3M 1.21% +146 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,080 shares; 2024Q4: 37,211 shares; 2025Q1: 36,012 shares; 2025Q2: 34,592 shares; 2025Q3: 35,003 shares 35,003 $7.24M 1.2% +411 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,993 shares; 2024Q4: 115,745 shares; 2025Q1: 112,061 shares; 2025Q2: 109,244 shares; 2025Q3: 105,737 shares 105,737 $7.23M 1.2% -3,507 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,783 shares; 2024Q4: 32,602 shares; 2025Q1: 32,799 shares; 2025Q2: 32,685 shares; 2025Q3: 33,451 shares 33,451 $6.85M 1.14% +766 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,024 shares; 2024Q4: 12,488 shares; 2025Q1: 12,825 shares; 2025Q2: 12,613 shares; 2025Q3: 13,458 shares 13,458 $6.72M 1.12% +845 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,493 shares; 2024Q4: 56,719 shares; 2025Q1: 55,556 shares; 2025Q2: 54,810 shares; 2025Q3: 51,381 shares 51,381 $6.69M 1.11% -3,429 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,335 shares; 2024Q4: 41,198 shares; 2025Q1: 41,215 shares; 2025Q2: 41,535 shares; 2025Q3: 42,973 shares 42,973 $6.6M 1.1% +1,438 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,557 shares; 2024Q4: 16,435 shares; 2025Q1: 15,667 shares; 2025Q2: 15,557 shares; 2025Q3: 14,963 shares 14,963 $6.32M 1.05% -594 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,265 shares; 2024Q4: 93,146 shares; 2025Q1: 92,942 shares; 2025Q2: 93,039 shares; 2025Q3: 93,992 shares 93,992 $6.23M 1.04% +953 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,722 shares; 2024Q4: 30,331 shares; 2025Q1: 29,472 shares; 2025Q2: 28,679 shares; 2025Q3: 28,647 shares 28,647 $6.15M 1.02% -32 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,930 shares; 2024Q4: 35,640 shares; 2025Q1: 35,729 shares; 2025Q2: 37,147 shares; 2025Q3: 37,930 shares 37,930 $5.89M 0.98% +783 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,559 shares; 2025Q1: 1,503 shares; 2025Q2: 1,462 shares; 2025Q3: 1,368 shares 1,368 $5.87M 0.97% -94 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,434 shares; 2024Q4: 61,514 shares; 2025Q1: 64,396 shares; 2025Q2: 67,612 shares; 2025Q3: 66,564 shares 66,564 $5.65M 0.94% -1,048 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,953 shares; 2024Q4: 31,477 shares; 2025Q1: 32,954 shares; 2025Q2: 34,170 shares; 2025Q3: 32,592 shares 32,592 $5.55M 0.92% -1,578 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,328 shares; 2024Q4: 56,600 shares; 2025Q1: 59,197 shares; 2025Q2: 61,811 shares; 2025Q3: 65,895 shares 65,895 $5.53M 0.92% +4,084 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,099 shares; 2024Q4: 29,253 shares; 2025Q1: 35,076 shares; 2025Q2: 35,323 shares; 2025Q3: 33,764 shares 33,764 $5.37M 0.89% -1,559 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,678 shares; 2024Q4: 17,719 shares; 2025Q1: 17,725 shares; 2025Q2: 17,425 shares; 2025Q3: 18,188 shares 18,188 $5.13M 0.85% +763 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,284 shares; 2024Q4: 41,303 shares; 2025Q1: 42,686 shares; 2025Q2: 43,290 shares; 2025Q3: 48,939 shares 48,939 $4.89M 0.81% +5,649 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,125 shares; 2024Q4: 11,721 shares; 2025Q1: 11,419 shares; 2025Q2: 11,203 shares; 2025Q3: 12,138 shares 12,138 $4.75M 0.79% +935 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,791 shares; 2024Q4: 14,898 shares; 2025Q1: 15,313 shares; 2025Q2: 15,368 shares; 2025Q3: 16,455 shares 16,455 $4.75M 0.79% +1,087 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,238 shares; 2024Q4: 56,301 shares; 2025Q1: 67,745 shares; 2025Q2: 68,923 shares; 2025Q3: 71,042 shares 71,042 $4.69M 0.78% +2,119 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,753 shares; 2024Q4: 164,459 shares; 2025Q1: 164,459 shares; 2025Q2: 160,941 shares; 2025Q3: 112,492 shares 112,492 $4.58M 0.76% -48,449 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,814 shares; 2024Q4: 65,941 shares; 2025Q1: 79,897 shares; 2025Q2: 81,525 shares; 2025Q3: 87,916 shares 87,916 $4.15M 0.69% +6,391 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,384 shares; 2024Q4: 39,710 shares; 2025Q1: 42,469 shares; 2025Q2: 43,367 shares; 2025Q3: 48,158 shares 48,158 $4.02M 0.67% +4,791 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,608 shares; 2024Q4: 17,163 shares; 2025Q1: 17,263 shares; 2025Q2: 16,713 shares; 2025Q3: 16,495 shares 16,495 $4.02M 0.67% -218 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,778 shares; 2024Q4: 19,263 shares; 2025Q1: 20,678 shares; 2025Q2: 20,409 shares; 2025Q3: 20,440 shares 20,440 $3.91M 0.65% +31 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,711 shares; 2024Q4: 6,451 shares; 2025Q1: 6,334 shares; 2025Q2: 6,058 shares; 2025Q3: 5,812 shares 5,812 $3.87M 0.64% -246 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 6,389 shares; 2025Q1: 6,417 shares; 2025Q2: 14,655 shares; 2025Q3: 27,133 shares 27,133 $3.81M 0.63% +12,478 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,215 shares; 2024Q4: 20,196 shares; 2025Q1: 20,180 shares; 2025Q2: 20,305 shares; 2025Q3: 20,155 shares 20,155 $3.76M 0.62% -150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,916 shares; 2025Q3: 55,285 shares 55,285 $3.71M 0.62% +8,369 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,275 shares; 2025Q3: 53,152 shares 53,152 $3.66M 0.61% +30,877 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,290 shares; 2024Q4: 31,598 shares; 2025Q1: 33,533 shares; 2025Q2: 35,938 shares; 2025Q3: 43,242 shares 43,242 $3.61M 0.6% +7,304 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,387 shares; 2025Q3: 146,370 shares 146,370 $3.6M 0.6% +90,983 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 9,553 shares 9,553 $3.37M 0.56% +8,201 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,477 shares; 2024Q4: 40,087 shares; 2025Q1: 40,087 shares; 2025Q2: 37,974 shares; 2025Q3: 37,974 shares 37,974 $3.08M 0.51% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,439 shares; 2024Q4: 25,439 shares; 2025Q1: 25,359 shares; 2025Q2: 25,249 shares; 2025Q3: 24,454 shares 24,454 $2.95M 0.49% -795 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,285 shares; 2024Q4: 275,198 shares; 2025Q1: 260,452 shares; 2025Q2: 236,974 shares; 2025Q3: 237,415 shares 237,415 $2.94M 0.49% +441 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 3,862 shares; 2025Q1: 3,787 shares; 2025Q2: 3,676 shares; 2025Q3: 3,676 shares 3,676 $2.8M 0.47% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,682 shares; 2024Q4: 20,485 shares; 2025Q1: 20,126 shares; 2025Q2: 19,809 shares; 2025Q3: 19,229 shares 19,229 $2.8M 0.47% -580 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 5,279 shares; 2025Q1: 5,279 shares; 2025Q2: 5,179 shares; 2025Q3: 5,179 shares 5,179 $2.6M 0.43% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,280 shares; 2024Q4: 59,280 shares; 2025Q1: 58,231 shares; 2025Q2: 58,074 shares; 2025Q3: 57,564 shares 57,564 $2.6M 0.43% -510 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,999 shares; 2024Q4: 7,873 shares; 2025Q1: 7,441 shares; 2025Q2: 7,220 shares; 2025Q3: 7,141 shares 7,141 $2.44M 0.4% -79 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,371 shares; 2024Q4: 9,251 shares; 2025Q1: 9,206 shares; 2025Q2: 9,273 shares; 2025Q3: 9,273 shares 9,273 $2.33M 0.39% 0 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,946 shares; 2024Q4: 100,064 shares; 2025Q1: 101,999 shares; 2025Q2: 102,710 shares; 2025Q3: 98,500 shares 98,500 $2.27M 0.38% -4,210 BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,201 shares; 2024Q4: 38,291 shares; 2025Q1: 92,844 shares; 2025Q2: 93,928 shares; 2025Q3: 92,035 shares 92,035 $2.15M 0.36% -1,893 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,598 shares; 2024Q4: 11,434 shares; 2025Q1: 11,530 shares; 2025Q2: 11,201 shares; 2025Q3: 10,890 shares 10,890 $2.02M 0.34% -311 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,757 shares; 2025Q1: 1,757 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares 1,757 $1.9M 0.31% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,525 shares; 2025Q1: 3,494 shares; 2025Q2: 3,413 shares; 2025Q3: 3,697 shares 3,697 $1.77M 0.29% +284 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,023 shares; 2025Q1: 2,966 shares; 2025Q2: 3,255 shares; 2025Q3: 2,956 shares 2,956 $1.76M 0.29% -299 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,648 shares; 2025Q1: 4,609 shares; 2025Q2: 4,524 shares; 2025Q3: 4,521 shares 4,521 $1.69M 0.28% -3 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,053 shares 64,053 $1.69M 0.28% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,499 shares; 2024Q4: 5,727 shares; 2025Q1: 5,745 shares; 2025Q2: 5,885 shares; 2025Q3: 5,842 shares 5,842 $1.65M 0.27% -43 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,771 shares; 2025Q1: 3,771 shares; 2025Q2: 3,696 shares; 2025Q3: 3,656 shares 3,656 $1.63M 0.27% -40 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,050 shares; 2024Q4: 18,940 shares; 2025Q1: 18,788 shares; 2025Q2: 18,612 shares; 2025Q3: 18,208 shares 18,208 $1.59M 0.26% -404 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,754 shares; 2024Q4: 26,956 shares; 2025Q1: 61,250 shares; 2025Q2: 62,756 shares; 2025Q3: 62,006 shares 62,006 $1.51M 0.25% -750 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,526 shares; 2024Q4: 28,778 shares; 2025Q1: 30,113 shares; 2025Q2: 21,070 shares; 2025Q3: 8,782 shares 8,782 $1.49M 0.25% -12,288 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,032 shares; 2024Q4: 6,012 shares; 2025Q1: 5,390 shares; 2025Q2: 5,105 shares; 2025Q3: 4,427 shares 4,427 $1.46M 0.24% -678 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,493 shares; 2024Q4: 53,999 shares; 2025Q1: 59,926 shares; 2025Q2: 60,694 shares; 2025Q3: 57,729 shares 57,729 $1.45M 0.24% -2,965 WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,932 shares; 2024Q4: 6,860 shares; 2025Q1: 6,844 shares; 2025Q2: 6,571 shares; 2025Q3: 6,556 shares 6,556 $1.45M 0.24% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 8,128 shares; 2025Q1: 8,293 shares; 2025Q2: 8,230 shares; 2025Q3: 8,230 shares 8,230 $1.38M 0.23% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 5,943 shares; 2025Q1: 5,943 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares 5,888 $1.36M 0.23% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,579 shares; 2024Q4: 33,419 shares; 2025Q1: 32,581 shares; 2025Q2: 30,503 shares; 2025Q3: 29,388 shares 29,388 $1.36M 0.23% -1,115 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,647 shares; 2024Q4: 9,758 shares; 2025Q1: 9,407 shares; 2025Q2: 9,864 shares; 2025Q3: 9,834 shares 9,834 $1.29M 0.21% -30 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,490 shares; 2024Q4: 48,110 shares; 2025Q1: 44,732 shares; 2025Q2: 41,768 shares; 2025Q3: 40,207 shares 40,207 $1.27M 0.21% -1,561 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,529 shares; 2024Q4: 5,529 shares; 2025Q1: 5,504 shares; 2025Q2: 5,620 shares; 2025Q3: 5,504 shares 5,504 $1.21M 0.2% -116 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 5,493 shares; 2025Q1: 5,493 shares; 2025Q2: 5,493 shares; 2025Q3: 5,493 shares 5,493 $1.19M 0.2% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,571 shares; 2024Q4: 39,191 shares; 2025Q1: 44,030 shares; 2025Q2: 30,967 shares; 2025Q3: 10,878 shares 10,878 $1.12M 0.19% -20,089 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,771 shares; 2024Q4: 17,581 shares; 2025Q1: 17,416 shares; 2025Q2: 16,873 shares; 2025Q3: 16,289 shares 16,289 $1.07M 0.18% -584 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,533 shares; 2025Q3: 28,533 shares 28,533 $1.01M 0.17% 0 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,355 shares; 2025Q1: 37,102 shares; 2025Q2: 39,291 shares; 2025Q3: 42,304 shares 42,304 $962K 0.16% +3,013 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,416 shares; 2024Q4: 283,806 shares; 2025Q1: 310,770 shares; 2025Q2: 223,995 shares; 2025Q3: 78,752 shares 78,752 $961K 0.16% -145,243 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,174 shares; 2025Q3: 15,756 shares 15,756 $944K 0.16% +11,582 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,997 shares; 2024Q4: 9,038 shares; 2025Q1: 8,915 shares; 2025Q2: 6,056 shares; 2025Q3: 5,795 shares 5,795 $940K 0.16% -261 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,622 shares; 2024Q4: 7,587 shares; 2025Q1: 7,578 shares; 2025Q2: 7,526 shares; 2025Q3: 7,295 shares 7,295 $893K 0.15% -231 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 4,737 shares; 2025Q1: 4,742 shares; 2025Q2: 4,737 shares; 2025Q3: 4,753 shares 4,753 $886K 0.15% +16 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 7,175 shares; 2025Q1: 7,075 shares; 2025Q2: 6,577 shares; 2025Q3: 6,577 shares 6,577 $881K 0.15% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,630 shares; 2024Q4: 16,821 shares; 2025Q1: 16,617 shares; 2025Q2: 16,396 shares; 2025Q3: 15,792 shares 15,792 $880K 0.15% -604 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 1,969 shares; 2025Q1: 1,969 shares; 2025Q2: 1,969 shares; 2025Q3: 1,969 shares 1,969 $839K 0.14% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,483 shares 2,483 $815K 0.14% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 6,019 shares; 2025Q1: 5,992 shares; 2025Q2: 4,728 shares; 2025Q3: 3,970 shares 3,970 $798K 0.13% -758 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,024 shares; 2025Q2: 26,686 shares; 2025Q3: 31,906 shares 31,906 $777K 0.13% +5,220 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,496 shares; 2024Q4: 6,307 shares; 2025Q1: 6,282 shares; 2025Q2: 6,157 shares; 2025Q3: 6,157 shares 6,157 $762K 0.13% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 3,179 shares; 2025Q1: 3,015 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares 2,965 $732K 0.12% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,562 shares; 2024Q4: 26,754 shares; 2025Q1: 26,643 shares; 2025Q2: 27,925 shares; 2025Q3: 28,635 shares 28,635 $730K 0.12% +710 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,647 shares; 2025Q1: 2,647 shares; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares 3,447 $726K 0.12% 0 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 2,263 shares 2,263 $720K 0.12% +950 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 775 shares; 2025Q1: 788 shares; 2025Q2: 884 shares; 2025Q3: 892 shares 892 $710K 0.12% +8 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 2,582 shares; 2025Q1: 2,509 shares; 2025Q2: 2,482 shares; 2025Q3: 2,346 shares 2,346 $698K 0.12% -136 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 1,453 shares; 2025Q1: 1,432 shares; 2025Q2: 937 shares; 2025Q3: 885 shares 885 $650K 0.11% -52 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 3,248 shares; 2025Q1: 3,141 shares; 2025Q2: 3,143 shares; 2025Q3: 3,049 shares 3,049 $604K 0.1% -94 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares 1,260 $601K 0.1% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,869 shares; 2025Q1: 2,869 shares; 2025Q2: 3,269 shares; 2025Q3: 3,269 shares 3,269 $601K 0.1% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 497 shares 497 $596K 0.1% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,826 shares; 2024Q4: 7,615 shares; 2025Q1: 7,355 shares; 2025Q2: 7,350 shares; 2025Q3: 6,936 shares 6,936 $571K 0.09% -414 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,792 shares; 2024Q4: 4,677 shares; 2025Q1: 5,077 shares; 2025Q2: 5,077 shares; 2025Q3: 5,077 shares 5,077 $571K 0.09% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,022 shares; 2025Q3: 1,877 shares 1,877 $570K 0.09% -145 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,373 shares; 2024Q4: 15,623 shares; 2025Q1: 15,636 shares; 2025Q2: 15,636 shares; 2025Q3: 14,993 shares 14,993 $557K 0.09% -643 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 4,780 shares; 2025Q2: 4,780 shares; 2025Q3: 4,780 shares 4,780 $521K 0.09% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares 675 $512K 0.08% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,499 shares; 2025Q1: 4,518 shares; 2025Q2: 4,538 shares; 2025Q3: 4,398 shares 4,398 $491K 0.08% -140 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares 2,550 $484K 0.08% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 1,819 shares; 2025Q3: 1,719 shares 1,719 $483K 0.08% -100 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,052 shares; 2025Q2: 1,025 shares; 2025Q3: 1,012 shares 1,012 $474K 0.08% -13 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,436 shares; 2024Q4: 28,565 shares; 2025Q1: 31,122 shares; 2025Q2: 7,020 shares; 2025Q3: 4,940 shares 4,940 $471K 0.08% -2,080 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,509 shares; 2025Q3: 1,409 shares 1,409 $468K 0.08% -100 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,262 shares; 2025Q1: 2,262 shares; 2025Q2: 1,582 shares; 2025Q3: 1,582 shares 1,582 $464K 0.08% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: 5,690 shares; 2025Q1: 5,690 shares; 2025Q2: 5,383 shares; 2025Q3: 5,175 shares 5,175 $462K 0.08% -208 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,370 shares; 2025Q3: 2,370 shares 2,370 $457K 0.08% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,298 shares; 2025Q1: 1,198 shares; 2025Q2: 958 shares; 2025Q3: 948 shares 948 $450K 0.07% -10 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 4,668 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares; 2025Q3: 4,668 shares 4,668 $442K 0.07% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 8,328 shares; 2025Q1: 8,328 shares; 2025Q2: 7,269 shares; 2025Q3: 7,058 shares 7,058 $441K 0.07% -211 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,351 shares; 2024Q4: 12,351 shares; 2025Q1: 12,351 shares; 2025Q2: 12,569 shares; 2025Q3: 12,351 shares 12,351 $439K 0.07% -218 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,669 shares; 2025Q1: 1,640 shares; 2025Q2: 1,630 shares; 2025Q3: 1,240 shares 1,240 $428K 0.07% -390 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,883 shares 5,883 $428K 0.07% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,692 shares; 2024Q4: 6,492 shares; 2025Q1: 6,488 shares; 2025Q2: 6,470 shares; 2025Q3: 6,283 shares 6,283 $426K 0.07% -187 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,587 shares; 2025Q1: 2,586 shares; 2025Q2: 2,573 shares; 2025Q3: 2,435 shares 2,435 $425K 0.07% -138 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,210 shares; 2025Q1: 2,210 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares 1,684 $414K 0.07% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 5,846 shares; 2025Q1: 3,704 shares; 2025Q2: 3,616 shares; 2025Q3: 3,534 shares 3,534 $405K 0.07% -82 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 2,881 shares; 2025Q1: 2,881 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares 2,411 $401K 0.07% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 2,430 shares; 2025Q1: 2,430 shares; 2025Q2: 2,430 shares; 2025Q3: 2,474 shares 2,474 $400K 0.07% +44 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 4,643 shares; 2025Q1: 4,490 shares; 2025Q2: 4,403 shares; 2025Q3: 4,351 shares 4,351 $398K 0.07% -52 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,164 shares; 2024Q4: 8,164 shares; 2025Q1: 7,810 shares; 2025Q2: 7,810 shares; 2025Q3: 7,760 shares 7,760 $396K 0.07% -50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 900 shares; 2025Q1: 867 shares; 2025Q2: 689 shares; 2025Q3: 644 shares 644 $392K 0.07% -45 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,353 shares; 2024Q4: 4,299 shares; 2025Q1: 2,224 shares; 2025Q2: 1,750 shares; 2025Q3: 1,490 shares 1,490 $391K 0.06% -260 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 401 shares; 2025Q3: 400 shares 400 $370K 0.06% -1 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 966 shares; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 966 shares 966 $357K 0.06% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 7,341 shares; 2025Q1: 7,154 shares; 2025Q2: 4,743 shares; 2025Q3: 4,623 shares 4,623 $349K 0.06% -120 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,870 shares; 2024Q4: 5,829 shares; 2025Q1: 5,829 shares; 2025Q2: 5,829 shares; 2025Q3: 5,629 shares 5,629 $344K 0.06% -200 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares 1,450 $342K 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 723 shares; 2025Q3: 703 shares 703 $342K 0.06% -20 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 4,144 shares; 2025Q1: 4,144 shares; 2025Q2: 3,554 shares; 2025Q3: 3,295 shares 3,295 $334K 0.06% -259 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 2,475 shares; 2025Q2: 2,453 shares; 2025Q3: 2,353 shares 2,353 $334K 0.06% -100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 667 shares 667 $328K 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,541 shares; 2025Q1: 2,541 shares; 2025Q2: 2,583 shares; 2025Q3: 2,541 shares 2,541 $328K 0.05% -42 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares 1,082 $325K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares 3,505 $320K 0.05% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,097 shares; 2025Q1: 1,084 shares; 2025Q2: 1,087 shares; 2025Q3: 1,119 shares 1,119 $316K 0.05% +32 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares 2,425 $315K 0.05% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,343 shares 1,343 $305K 0.05% -224 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 4,066 shares; 2025Q1: 4,042 shares; 2025Q2: 3,677 shares; 2025Q3: 3,645 shares 3,645 $288K 0.05% -32 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares 917 $284K 0.05% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,448 shares; 2024Q4: 6,448 shares; 2025Q1: 6,448 shares; 2025Q2: 6,448 shares; 2025Q3: 6,448 shares 6,448 $284K 0.05% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 2,251 shares; 2025Q1: 1,107 shares; 2025Q2: 917 shares; 2025Q3: 806 shares 806 $279K 0.05% -111 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,945 shares; 2024Q4: 6,487 shares; 2025Q1: 6,487 shares; 2025Q2: 6,412 shares; 2025Q3: 6,112 shares 6,112 $275K 0.05% -300 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares 1,293 $275K 0.05% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 4,445 shares; 2025Q1: 4,445 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares 2,745 $261K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,027 shares; 2024Q4: 3,027 shares; 2025Q1: 2,867 shares; 2025Q2: 2,756 shares; 2025Q3: 2,756 shares 2,756 $261K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,181 shares; 2024Q4: 5,181 shares; 2025Q1: 4,801 shares; 2025Q2: 4,341 shares; 2025Q3: 4,341 shares 4,341 $259K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 3,925 shares; 2025Q1: 4,725 shares; 2025Q2: 5,725 shares; 2025Q3: 5,725 shares 5,725 $258K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,130 shares; 2025Q1: 1,058 shares; 2025Q2: 1,027 shares; 2025Q3: 877 shares 877 $258K 0.04% -150 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares 1,905 $254K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,459 shares; 2025Q1: 2,459 shares; 2025Q2: 2,574 shares; 2025Q3: 2,431 shares 2,431 $252K 0.04% -143 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 3,819 shares; 2025Q1: 2,542 shares; 2025Q2: 1,993 shares; 2025Q3: 1,725 shares 1,725 $249K 0.04% -268 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,139 shares; 2025Q1: 3,139 shares; 2025Q2: 3,139 shares; 2025Q3: 2,939 shares 2,939 $246K 0.04% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,480 shares; 2025Q1: 3,319 shares; 2025Q2: 3,266 shares; 2025Q3: 3,123 shares 3,123 $243K 0.04% -143 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,174 shares; 2025Q3: 2,174 shares 2,174 $242K 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,008 shares; 2025Q1: 2,882 shares; 2025Q2: 2,790 shares; 2025Q3: 2,511 shares 2,511 $234K 0.04% -279 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 3,898 shares; 2025Q1: 3,898 shares; 2025Q2: 3,898 shares; 2025Q3: 3,898 shares 3,898 $234K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,245 shares; 2025Q1: 3,241 shares; 2025Q2: 3,173 shares; 2025Q3: 3,173 shares 3,173 $233K 0.04% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,910 shares 1,910 $232K 0.04% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,767 shares 6,767 $226K 0.04% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,022 shares; 2025Q2: 981 shares; 2025Q3: 777 shares 777 $219K 0.04% -204 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: not reported; 2025Q1: 2,973 shares; 2025Q2: not reported; 2025Q3: 2,794 shares 2,794 $211K 0.03% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,600 shares; 2025Q1: 1,471 shares; 2025Q2: not reported; 2025Q3: 1,036 shares 1,036 $209K 0.03% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 690 shares 690 $207K 0.03% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 647 shares; 2025Q3: 647 shares 647 $206K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573 shares 573 $200K 0.03% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,451 shares; 2024Q4: 28,451 shares; 2025Q1: 28,451 shares; 2025Q2: 28,451 shares; 2025Q3: 30,135 shares 30,135 $145K 0.02% +1,684 Timeline