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; 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; 2025Q4: 4,093,713 shares 4,093,713 $111M 21.53% -1,739,909 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,281 shares; 2025Q2: 77,338 shares; 2025Q3: 156,428 shares; 2025Q4: 224,943 shares 224,943 $18.8M 3.64% +68,515 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: 423,282 shares; 2024Q4: 409,656 shares; 2025Q1: 371,009 shares; 2025Q2: 366,195 shares; 2025Q3: 363,243 shares; 2025Q4: 230,635 shares 230,635 $18.4M 3.55% -132,608 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: 69,037 shares; 2024Q4: 63,875 shares; 2025Q1: 63,274 shares; 2025Q2: 60,612 shares; 2025Q3: 60,269 shares; 2025Q4: 55,108 shares 55,108 $15M 2.9% -5,161 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: 25,609 shares; 2024Q4: 24,459 shares; 2025Q1: 24,656 shares; 2025Q2: 24,036 shares; 2025Q3: 23,278 shares; 2025Q4: 21,743 shares 21,743 $14.9M 2.88% -1,535 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: 38,669 shares; 2024Q4: 35,347 shares; 2025Q1: 34,976 shares; 2025Q2: 33,771 shares; 2025Q3: 32,818 shares; 2025Q4: 28,840 shares 28,840 $13.9M 2.7% -3,978 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: not reported; 2025Q3: not reported; 2025Q4: 108,021 shares 108,021 $10.8M 2.09% new 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: not reported; 2025Q1: not reported; 2025Q2: 70,862 shares; 2025Q3: 65,783 shares; 2025Q4: 53,647 shares 53,647 $9.18M 1.77% -12,136 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: 111,526 shares; 2024Q4: 96,123 shares; 2025Q1: 90,923 shares; 2025Q2: 84,830 shares; 2025Q3: 83,763 shares; 2025Q4: 75,637 shares 75,637 $8.43M 1.63% -8,126 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: 35,877 shares; 2024Q4: 32,218 shares; 2025Q1: 30,742 shares; 2025Q2: 30,131 shares; 2025Q3: 28,748 shares; 2025Q4: 25,124 shares 25,124 $8.1M 1.56% -3,624 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: 36,875 shares; 2024Q4: 32,650 shares; 2025Q1: 31,868 shares; 2025Q2: 32,406 shares; 2025Q3: 30,160 shares; 2025Q4: 24,898 shares 24,898 $7.79M 1.51% -5,262 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: 132,993 shares; 2024Q4: 115,745 shares; 2025Q1: 112,061 shares; 2025Q2: 109,244 shares; 2025Q3: 105,737 shares; 2025Q4: 92,815 shares 92,815 $7.15M 1.38% -12,922 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: 33,783 shares; 2024Q4: 32,602 shares; 2025Q1: 32,799 shares; 2025Q2: 32,685 shares; 2025Q3: 33,451 shares; 2025Q4: 27,747 shares 27,747 $7.13M 1.38% -5,704 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: 66,456 shares; 2024Q4: 62,629 shares; 2025Q1: 63,457 shares; 2025Q2: 64,489 shares; 2025Q3: 65,515 shares; 2025Q4: 58,888 shares 58,888 $7.09M 1.37% -6,627 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,459 shares; 2024Q4: 32,424 shares; 2025Q1: 30,664 shares; 2025Q2: 30,495 shares; 2025Q3: 28,657 shares; 2025Q4: 22,121 shares 22,121 $6.72M 1.3% -6,536 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,557 shares; 2024Q4: 16,435 shares; 2025Q1: 15,667 shares; 2025Q2: 15,557 shares; 2025Q3: 14,963 shares; 2025Q4: 12,522 shares 12,522 $6.39M 1.24% -2,441 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: 57,328 shares; 2024Q4: 56,600 shares; 2025Q1: 59,197 shares; 2025Q2: 61,811 shares; 2025Q3: 65,895 shares; 2025Q4: 58,477 shares 58,477 $6.16M 1.19% -7,418 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: 100,265 shares; 2024Q4: 93,146 shares; 2025Q1: 92,942 shares; 2025Q2: 93,039 shares; 2025Q3: 93,992 shares; 2025Q4: 84,548 shares 84,548 $5.91M 1.14% -9,444 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: 14,024 shares; 2024Q4: 12,488 shares; 2025Q1: 12,825 shares; 2025Q2: 12,613 shares; 2025Q3: 13,458 shares; 2025Q4: 11,892 shares 11,892 $5.75M 1.11% -1,566 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,080 shares; 2024Q4: 37,211 shares; 2025Q1: 36,012 shares; 2025Q2: 34,592 shares; 2025Q3: 35,003 shares; 2025Q4: 30,988 shares 30,988 $5.75M 1.11% -4,015 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,722 shares; 2024Q4: 30,331 shares; 2025Q1: 29,472 shares; 2025Q2: 28,679 shares; 2025Q3: 28,647 shares; 2025Q4: 27,614 shares 27,614 $5.75M 1.11% -1,033 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: 45,335 shares; 2024Q4: 41,198 shares; 2025Q1: 41,215 shares; 2025Q2: 41,535 shares; 2025Q3: 42,973 shares; 2025Q4: 39,829 shares 39,829 $5.71M 1.1% -3,144 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,493 shares; 2024Q4: 56,719 shares; 2025Q1: 55,556 shares; 2025Q2: 54,810 shares; 2025Q3: 51,381 shares; 2025Q4: 42,835 shares 42,835 $5.56M 1.07% -8,546 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,434 shares; 2024Q4: 61,514 shares; 2025Q1: 64,396 shares; 2025Q2: 67,612 shares; 2025Q3: 66,564 shares; 2025Q4: 55,441 shares 55,441 $5.48M 1.06% -11,123 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: 21,097 shares; 2024Q4: 17,838 shares; 2025Q1: 17,621 shares; 2025Q2: 17,863 shares; 2025Q3: 18,009 shares; 2025Q4: 15,867 shares 15,867 $5.46M 1.06% -2,142 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: 38,930 shares; 2024Q4: 35,640 shares; 2025Q1: 35,729 shares; 2025Q2: 37,147 shares; 2025Q3: 37,930 shares; 2025Q4: 33,716 shares 33,716 $5.14M 0.99% -4,214 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: 17,608 shares; 2024Q4: 17,163 shares; 2025Q1: 17,263 shares; 2025Q2: 16,713 shares; 2025Q3: 16,495 shares; 2025Q4: 16,071 shares 16,071 $5.04M 0.97% -424 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,099 shares; 2024Q4: 29,253 shares; 2025Q1: 35,076 shares; 2025Q2: 35,323 shares; 2025Q3: 33,764 shares; 2025Q4: 28,382 shares 28,382 $5.04M 0.97% -5,382 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: 19,678 shares; 2024Q4: 17,719 shares; 2025Q1: 17,725 shares; 2025Q2: 17,425 shares; 2025Q3: 18,188 shares; 2025Q4: 15,955 shares 15,955 $4.98M 0.96% -2,233 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,238 shares; 2024Q4: 56,301 shares; 2025Q1: 67,745 shares; 2025Q2: 68,923 shares; 2025Q3: 71,042 shares; 2025Q4: 60,609 shares 60,609 $4.85M 0.94% -10,433 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: 13,125 shares; 2024Q4: 11,721 shares; 2025Q1: 11,419 shares; 2025Q2: 11,203 shares; 2025Q3: 12,138 shares; 2025Q4: 10,636 shares 10,636 $4.82M 0.93% -1,502 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,753 shares; 2024Q4: 164,459 shares; 2025Q1: 164,459 shares; 2025Q2: 160,941 shares; 2025Q3: 112,492 shares; 2025Q4: 109,992 shares 109,992 $4.62M 0.89% -2,500 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,953 shares; 2024Q4: 31,477 shares; 2025Q1: 32,954 shares; 2025Q2: 34,170 shares; 2025Q3: 32,592 shares; 2025Q4: 27,432 shares 27,432 $4.47M 0.86% -5,160 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: 6,711 shares; 2024Q4: 6,451 shares; 2025Q1: 6,334 shares; 2025Q2: 6,058 shares; 2025Q3: 5,812 shares; 2025Q4: 6,137 shares 6,137 $4.18M 0.81% +325 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: 7,338 shares; 2024Q4: 6,389 shares; 2025Q1: 6,417 shares; 2025Q2: 14,655 shares; 2025Q3: 27,133 shares; 2025Q4: 27,997 shares 27,997 $4.02M 0.78% +864 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,290 shares; 2024Q4: 31,598 shares; 2025Q1: 33,533 shares; 2025Q2: 35,938 shares; 2025Q3: 43,242 shares; 2025Q4: 40,430 shares 40,430 $4.01M 0.77% -2,812 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 55,387 shares; 2025Q3: 146,370 shares; 2025Q4: 141,378 shares 141,378 $4M 0.77% -4,992 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,559 shares; 2025Q1: 1,503 shares; 2025Q2: 1,462 shares; 2025Q3: 1,368 shares; 2025Q4: 1,169 shares 1,169 $3.96M 0.77% -199 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,791 shares; 2024Q4: 14,898 shares; 2025Q1: 15,313 shares; 2025Q2: 15,368 shares; 2025Q3: 16,455 shares; 2025Q4: 15,125 shares 15,125 $3.92M 0.76% -1,330 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: 20,215 shares; 2024Q4: 20,196 shares; 2025Q1: 20,180 shares; 2025Q2: 20,305 shares; 2025Q3: 20,155 shares; 2025Q4: 21,035 shares 21,035 $3.92M 0.76% +880 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,778 shares; 2024Q4: 19,263 shares; 2025Q1: 20,678 shares; 2025Q2: 20,409 shares; 2025Q3: 20,440 shares; 2025Q4: 18,205 shares 18,205 $3.9M 0.75% -2,235 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,384 shares; 2024Q4: 39,710 shares; 2025Q1: 42,469 shares; 2025Q2: 43,367 shares; 2025Q3: 48,158 shares; 2025Q4: 45,291 shares 45,291 $3.87M 0.75% -2,867 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,814 shares; 2024Q4: 65,941 shares; 2025Q1: 79,897 shares; 2025Q2: 81,525 shares; 2025Q3: 87,916 shares; 2025Q4: 77,934 shares 77,934 $3.78M 0.73% -9,982 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: 1,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,829 shares 14,829 $3.65M 0.71% new 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: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 9,553 shares; 2025Q4: 10,381 shares 10,381 $3.63M 0.7% +828 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,275 shares; 2025Q3: 53,152 shares; 2025Q4: 53,955 shares 53,955 $3.47M 0.67% +803 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,916 shares; 2025Q3: 55,285 shares; 2025Q4: 55,856 shares 55,856 $3.26M 0.63% +571 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: 43,477 shares; 2024Q4: 40,087 shares; 2025Q1: 40,087 shares; 2025Q2: 37,974 shares; 2025Q3: 37,974 shares; 2025Q4: 37,974 shares 37,974 $3.12M 0.6% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,439 shares; 2024Q4: 25,439 shares; 2025Q1: 25,359 shares; 2025Q2: 25,249 shares; 2025Q3: 24,454 shares; 2025Q4: 24,224 shares 24,224 $2.99M 0.58% -230 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,285 shares; 2024Q4: 275,198 shares; 2025Q1: 260,452 shares; 2025Q2: 236,974 shares; 2025Q3: 237,415 shares; 2025Q4: 237,810 shares 237,810 $2.85M 0.55% +395 Timeline ITOT 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: 20,682 shares; 2024Q4: 20,485 shares; 2025Q1: 20,126 shares; 2025Q2: 19,809 shares; 2025Q3: 19,229 shares; 2025Q4: 19,015 shares 19,015 $2.83M 0.55% -214 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: 4,886 shares; 2024Q4: 3,862 shares; 2025Q1: 3,787 shares; 2025Q2: 3,676 shares; 2025Q3: 3,676 shares; 2025Q4: 2,616 shares 2,616 $2.81M 0.54% -1,060 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,280 shares; 2024Q4: 59,280 shares; 2025Q1: 58,231 shares; 2025Q2: 58,074 shares; 2025Q3: 57,564 shares; 2025Q4: 57,346 shares 57,346 $2.69M 0.52% -218 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: 5,729 shares; 2024Q4: 5,279 shares; 2025Q1: 5,279 shares; 2025Q2: 5,179 shares; 2025Q3: 5,179 shares; 2025Q4: 5,255 shares 5,255 $2.64M 0.51% +76 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,284 shares; 2024Q4: 41,303 shares; 2025Q1: 42,686 shares; 2025Q2: 43,290 shares; 2025Q3: 48,939 shares; 2025Q4: 30,628 shares 30,628 $2.58M 0.5% -18,311 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 8,128 shares; 2025Q1: 8,293 shares; 2025Q2: 8,230 shares; 2025Q3: 8,230 shares; 2025Q4: 8,000 shares 8,000 $2.28M 0.44% -230 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,201 shares; 2024Q4: 38,291 shares; 2025Q1: 92,844 shares; 2025Q2: 93,928 shares; 2025Q3: 92,035 shares; 2025Q4: 90,831 shares 90,831 $2.12M 0.41% -1,204 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: 7,999 shares; 2024Q4: 7,873 shares; 2025Q1: 7,441 shares; 2025Q2: 7,220 shares; 2025Q3: 7,141 shares; 2025Q4: 5,970 shares 5,970 $2.09M 0.4% -1,171 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: 11,598 shares; 2024Q4: 11,434 shares; 2025Q1: 11,530 shares; 2025Q2: 11,201 shares; 2025Q3: 10,890 shares; 2025Q4: 9,592 shares 9,592 $1.99M 0.38% -1,298 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: 9,371 shares; 2024Q4: 9,251 shares; 2025Q1: 9,206 shares; 2025Q2: 9,273 shares; 2025Q3: 9,273 shares; 2025Q4: 7,873 shares 7,873 $1.9M 0.37% -1,400 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: 19,050 shares; 2024Q4: 18,940 shares; 2025Q1: 18,788 shares; 2025Q2: 18,612 shares; 2025Q3: 18,208 shares; 2025Q4: 20,692 shares 20,692 $1.85M 0.36% +2,484 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: 3,123 shares; 2024Q4: 3,023 shares; 2025Q1: 2,966 shares; 2025Q2: 3,255 shares; 2025Q3: 2,956 shares; 2025Q4: 2,916 shares 2,916 $1.76M 0.34% -40 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: 3,631 shares; 2024Q4: 3,525 shares; 2025Q1: 3,494 shares; 2025Q2: 3,413 shares; 2025Q3: 3,697 shares; 2025Q4: 3,604 shares 3,604 $1.76M 0.34% -93 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,053 shares; 2025Q4: 64,053 shares 64,053 $1.72M 0.33% 0 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: 6,499 shares; 2024Q4: 5,727 shares; 2025Q1: 5,745 shares; 2025Q2: 5,885 shares; 2025Q3: 5,842 shares; 2025Q4: 5,802 shares 5,802 $1.72M 0.33% -40 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 7,872 shares 7,872 $1.64M 0.32% 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: 3,771 shares; 2024Q4: 3,771 shares; 2025Q1: 3,771 shares; 2025Q2: 3,696 shares; 2025Q3: 3,656 shares; 2025Q4: 3,596 shares 3,596 $1.62M 0.31% -60 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: 6,032 shares; 2024Q4: 6,012 shares; 2025Q1: 5,390 shares; 2025Q2: 5,105 shares; 2025Q3: 4,427 shares; 2025Q4: 4,409 shares 4,409 $1.53M 0.29% -18 Timeline IBDR 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: 15,754 shares; 2024Q4: 26,956 shares; 2025Q1: 61,250 shares; 2025Q2: 62,756 shares; 2025Q3: 62,006 shares; 2025Q4: 60,967 shares 60,967 $1.48M 0.29% -1,039 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,579 shares; 2024Q4: 33,419 shares; 2025Q1: 32,581 shares; 2025Q2: 30,503 shares; 2025Q3: 29,388 shares; 2025Q4: 29,338 shares 29,338 $1.37M 0.27% -50 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: 5,529 shares; 2024Q4: 5,529 shares; 2025Q1: 5,504 shares; 2025Q2: 5,620 shares; 2025Q3: 5,504 shares; 2025Q4: 5,852 shares 5,852 $1.35M 0.26% +348 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,757 shares; 2025Q1: 1,757 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,086 shares 1,086 $1.32M 0.26% -671 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: 10,647 shares; 2024Q4: 9,758 shares; 2025Q1: 9,407 shares; 2025Q2: 9,864 shares; 2025Q3: 9,834 shares; 2025Q4: 9,554 shares 9,554 $1.27M 0.25% -280 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: 6,076 shares; 2024Q4: 5,943 shares; 2025Q1: 5,943 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares; 2025Q4: 5,455 shares 5,455 $1.25M 0.24% -433 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,932 shares; 2024Q4: 6,860 shares; 2025Q1: 6,844 shares; 2025Q2: 6,571 shares; 2025Q3: 6,556 shares; 2025Q4: 5,646 shares 5,646 $1.24M 0.24% -910 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,490 shares; 2024Q4: 48,110 shares; 2025Q1: 44,732 shares; 2025Q2: 41,768 shares; 2025Q3: 40,207 shares; 2025Q4: 39,735 shares 39,735 $1.23M 0.24% -472 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 5,493 shares; 2025Q1: 5,493 shares; 2025Q2: 5,493 shares; 2025Q3: 5,493 shares; 2025Q4: 5,493 shares 5,493 $1.21M 0.23% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,771 shares; 2024Q4: 17,581 shares; 2025Q1: 17,416 shares; 2025Q2: 16,873 shares; 2025Q3: 16,289 shares; 2025Q4: 16,237 shares 16,237 $1.09M 0.21% -52 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,533 shares; 2025Q3: 28,533 shares; 2025Q4: 28,533 shares 28,533 $1.01M 0.19% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,174 shares; 2025Q3: 15,756 shares; 2025Q4: 15,746 shares 15,746 $984K 0.19% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,355 shares; 2025Q1: 37,102 shares; 2025Q2: 39,291 shares; 2025Q3: 42,304 shares; 2025Q4: 42,304 shares 42,304 $957K 0.18% 0 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: 4,670 shares; 2024Q4: 4,648 shares; 2025Q1: 4,609 shares; 2025Q2: 4,524 shares; 2025Q3: 4,521 shares; 2025Q4: 2,971 shares 2,971 $946K 0.18% -1,550 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: 9,997 shares; 2024Q4: 9,038 shares; 2025Q1: 8,915 shares; 2025Q2: 6,056 shares; 2025Q3: 5,795 shares; 2025Q4: 5,795 shares 5,795 $930K 0.18% 0 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: 4,737 shares; 2024Q4: 4,737 shares; 2025Q1: 4,742 shares; 2025Q2: 4,737 shares; 2025Q3: 4,753 shares; 2025Q4: 4,753 shares 4,753 $908K 0.18% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,630 shares; 2024Q4: 16,821 shares; 2025Q1: 16,617 shares; 2025Q2: 16,396 shares; 2025Q3: 15,792 shares; 2025Q4: 14,917 shares 14,917 $901K 0.17% -875 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,622 shares; 2024Q4: 7,587 shares; 2025Q1: 7,578 shares; 2025Q2: 7,526 shares; 2025Q3: 7,295 shares; 2025Q4: 7,199 shares 7,199 $875K 0.17% -96 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 1,969 shares; 2025Q1: 1,969 shares; 2025Q2: 1,969 shares; 2025Q3: 1,969 shares; 2025Q4: 1,844 shares 1,844 $861K 0.17% -125 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,818 shares 7,818 $839K 0.16% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 6,019 shares; 2025Q1: 5,992 shares; 2025Q2: 4,728 shares; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares 3,970 $829K 0.16% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,483 shares; 2025Q4: 2,330 shares 2,330 $781K 0.15% -153 Timeline IBDS 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: 25,024 shares; 2025Q2: 26,686 shares; 2025Q3: 31,906 shares; 2025Q4: 31,823 shares 31,823 $773K 0.15% -83 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: 7,225 shares; 2024Q4: 7,175 shares; 2025Q1: 7,075 shares; 2025Q2: 6,577 shares; 2025Q3: 6,577 shares; 2025Q4: 6,077 shares 6,077 $761K 0.15% -500 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: 827 shares; 2024Q4: 775 shares; 2025Q1: 788 shares; 2025Q2: 884 shares; 2025Q3: 892 shares; 2025Q4: 835 shares 835 $734K 0.14% -57 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,496 shares; 2024Q4: 6,307 shares; 2025Q1: 6,282 shares; 2025Q2: 6,157 shares; 2025Q3: 6,157 shares; 2025Q4: 6,157 shares 6,157 $722K 0.14% 0 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: 1,310 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,210 shares 1,210 $693K 0.13% -50 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: 2,700 shares; 2024Q4: 2,647 shares; 2025Q1: 2,647 shares; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 3,447 shares 3,447 $672K 0.13% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 2,582 shares; 2025Q1: 2,509 shares; 2025Q2: 2,482 shares; 2025Q3: 2,346 shares; 2025Q4: 2,190 shares 2,190 $662K 0.13% -156 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 2,263 shares; 2025Q4: 2,263 shares 2,263 $649K 0.13% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,562 shares; 2024Q4: 26,754 shares; 2025Q1: 26,643 shares; 2025Q2: 27,925 shares; 2025Q3: 28,635 shares; 2025Q4: 25,446 shares 25,446 $634K 0.12% -3,189 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: 1,804 shares; 2024Q4: 1,453 shares; 2025Q1: 1,432 shares; 2025Q2: 937 shares; 2025Q3: 885 shares; 2025Q4: 927 shares 927 $612K 0.12% +42 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: 3,323 shares; 2024Q4: 3,248 shares; 2025Q1: 3,141 shares; 2025Q2: 3,143 shares; 2025Q3: 3,049 shares; 2025Q4: 2,642 shares 2,642 $605K 0.12% -407 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: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares 675 $593K 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,022 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares 1,877 $574K 0.11% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 4,780 shares; 2025Q2: 4,780 shares; 2025Q3: 4,780 shares; 2025Q4: 4,780 shares 4,780 $555K 0.11% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,792 shares; 2024Q4: 4,677 shares; 2025Q1: 5,077 shares; 2025Q2: 5,077 shares; 2025Q3: 5,077 shares; 2025Q4: 4,812 shares 4,812 $555K 0.11% -265 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,826 shares; 2024Q4: 7,615 shares; 2025Q1: 7,355 shares; 2025Q2: 7,350 shares; 2025Q3: 6,936 shares; 2025Q4: 6,936 shares 6,936 $548K 0.11% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,373 shares; 2024Q4: 15,623 shares; 2025Q1: 15,636 shares; 2025Q2: 15,636 shares; 2025Q3: 14,993 shares; 2025Q4: 14,993 shares 14,993 $525K 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 3,179 shares; 2025Q1: 3,015 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,300 shares 2,300 $524K 0.1% -665 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,509 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares 1,409 $521K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,869 shares; 2025Q1: 2,869 shares; 2025Q2: 3,269 shares; 2025Q3: 3,269 shares; 2025Q4: 2,869 shares 2,869 $498K 0.1% -400 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: 4,483 shares; 2024Q4: 4,499 shares; 2025Q1: 4,518 shares; 2025Q2: 4,538 shares; 2025Q3: 4,398 shares; 2025Q4: 4,398 shares 4,398 $485K 0.09% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: 5,690 shares; 2025Q1: 5,690 shares; 2025Q2: 5,383 shares; 2025Q3: 5,175 shares; 2025Q4: 10,350 shares 10,350 $463K 0.09% +5,175 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: 2,215 shares; 2024Q4: 2,210 shares; 2025Q1: 2,210 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares 1,684 $457K 0.09% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,052 shares; 2025Q2: 1,025 shares; 2025Q3: 1,012 shares; 2025Q4: 955 shares 955 $452K 0.09% -57 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: 6,692 shares; 2024Q4: 6,492 shares; 2025Q1: 6,488 shares; 2025Q2: 6,470 shares; 2025Q3: 6,283 shares; 2025Q4: 6,283 shares 6,283 $449K 0.09% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,883 shares; 2025Q4: 5,883 shares 5,883 $437K 0.08% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 2,430 shares; 2025Q1: 2,430 shares; 2025Q2: 2,430 shares; 2025Q3: 2,474 shares; 2025Q4: 1,943 shares 1,943 $416K 0.08% -531 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 4,643 shares; 2025Q1: 4,490 shares; 2025Q2: 4,403 shares; 2025Q3: 4,351 shares; 2025Q4: 4,693 shares 4,693 $415K 0.08% +342 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: 3,691 shares; 2024Q4: 2,881 shares; 2025Q1: 2,881 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,411 shares 2,411 $412K 0.08% 0 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: 2,619 shares; 2024Q4: 2,587 shares; 2025Q1: 2,586 shares; 2025Q2: 2,573 shares; 2025Q3: 2,435 shares; 2025Q4: 2,299 shares 2,299 $408K 0.08% -136 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: 1,498 shares; 2024Q4: 1,298 shares; 2025Q1: 1,198 shares; 2025Q2: 958 shares; 2025Q3: 948 shares; 2025Q4: 948 shares 948 $404K 0.08% 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: 4,157 shares; 2024Q4: 4,668 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares; 2025Q3: 4,668 shares; 2025Q4: 4,268 shares 4,268 $400K 0.08% -400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $399K 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,370 shares; 2025Q3: 2,370 shares; 2025Q4: 2,414 shares 2,414 $393K 0.08% +44 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,164 shares; 2024Q4: 8,164 shares; 2025Q1: 7,810 shares; 2025Q2: 7,810 shares; 2025Q3: 7,760 shares; 2025Q4: 7,560 shares 7,560 $385K 0.07% -200 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: 709 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 723 shares; 2025Q3: 703 shares; 2025Q4: 710 shares 710 $371K 0.07% +7 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 900 shares; 2025Q1: 867 shares; 2025Q2: 689 shares; 2025Q3: 644 shares; 2025Q4: 644 shares 644 $367K 0.07% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,353 shares; 2024Q4: 4,299 shares; 2025Q1: 2,224 shares; 2025Q2: 1,750 shares; 2025Q3: 1,490 shares; 2025Q4: 1,330 shares 1,330 $366K 0.07% -160 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: 5,644 shares; 2024Q4: 4,144 shares; 2025Q1: 4,144 shares; 2025Q2: 3,554 shares; 2025Q3: 3,295 shares; 2025Q4: 3,128 shares 3,128 $365K 0.07% -167 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: 8,328 shares; 2024Q4: 8,328 shares; 2025Q1: 8,328 shares; 2025Q2: 7,269 shares; 2025Q3: 7,058 shares; 2025Q4: 6,484 shares 6,484 $349K 0.07% -574 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: 531 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 401 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $345K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,571 shares; 2024Q4: 39,191 shares; 2025Q1: 44,030 shares; 2025Q2: 30,967 shares; 2025Q3: 10,878 shares; 2025Q4: 2,571 shares 2,571 $341K 0.07% -8,307 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: 1,819 shares; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 1,819 shares; 2025Q3: 1,719 shares; 2025Q4: 1,719 shares 1,719 $335K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,081 shares 1,081 $333K 0.06% -1 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: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 2,475 shares; 2025Q2: 2,453 shares; 2025Q3: 2,353 shares; 2025Q4: 2,353 shares 2,353 $332K 0.06% 0 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: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 667 shares 667 $327K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,342 shares 1,342 $325K 0.06% +49 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,526 shares; 2024Q4: 28,778 shares; 2025Q1: 30,113 shares; 2025Q2: 21,070 shares; 2025Q3: 8,782 shares; 2025Q4: 2,177 shares 2,177 $314K 0.06% -6,605 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,343 shares; 2025Q4: 1,302 shares 1,302 $313K 0.06% -41 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: 2,725 shares; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares 2,425 $309K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 3,925 shares; 2025Q1: 4,725 shares; 2025Q2: 5,725 shares; 2025Q3: 5,725 shares; 2025Q4: 5,725 shares 5,725 $309K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 3,430 shares 3,430 $300K 0.06% -75 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: 12,351 shares; 2024Q4: 12,351 shares; 2025Q1: 12,351 shares; 2025Q2: 12,569 shares; 2025Q3: 12,351 shares; 2025Q4: 8,174 shares 8,174 $296K 0.06% -4,177 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,870 shares; 2024Q4: 5,829 shares; 2025Q1: 5,829 shares; 2025Q2: 5,829 shares; 2025Q3: 5,629 shares; 2025Q4: 4,999 shares 4,999 $293K 0.06% -630 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: 8,341 shares; 2024Q4: 5,846 shares; 2025Q1: 3,704 shares; 2025Q2: 3,616 shares; 2025Q3: 3,534 shares; 2025Q4: 2,560 shares 2,560 $291K 0.06% -974 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,416 shares; 2024Q4: 283,806 shares; 2025Q1: 310,770 shares; 2025Q2: 223,995 shares; 2025Q3: 78,752 shares; 2025Q4: 21,610 shares 21,610 $287K 0.06% -57,142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,448 shares; 2024Q4: 6,448 shares; 2025Q1: 6,448 shares; 2025Q2: 6,448 shares; 2025Q3: 6,448 shares; 2025Q4: 6,448 shares 6,448 $279K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,459 shares; 2025Q1: 2,459 shares; 2025Q2: 2,574 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares 2,431 $274K 0.05% 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: not reported; 2024Q4: 3,139 shares; 2025Q1: 3,139 shares; 2025Q2: 3,139 shares; 2025Q3: 2,939 shares; 2025Q4: 2,864 shares 2,864 $267K 0.05% -75 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 1,880 shares 1,880 $259K 0.05% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,901 shares 3,901 $257K 0.05% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,027 shares; 2024Q4: 3,027 shares; 2025Q1: 2,867 shares; 2025Q2: 2,756 shares; 2025Q3: 2,756 shares; 2025Q4: 2,756 shares 2,756 $240K 0.05% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,174 shares; 2025Q3: 2,174 shares; 2025Q4: 2,173 shares 2,173 $239K 0.05% -1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 917 shares 917 $237K 0.05% 0 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: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: not reported; 2025Q4: 1,920 shares 1,920 $236K 0.05% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,181 shares; 2024Q4: 5,181 shares; 2025Q1: 4,801 shares; 2025Q2: 4,341 shares; 2025Q3: 4,341 shares; 2025Q4: 4,341 shares 4,341 $229K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 7,341 shares; 2025Q1: 7,154 shares; 2025Q2: 4,743 shares; 2025Q3: 4,623 shares; 2025Q4: 2,823 shares 2,823 $227K 0.04% -1,800 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,245 shares; 2025Q1: 3,241 shares; 2025Q2: 3,173 shares; 2025Q3: 3,173 shares; 2025Q4: 3,173 shares 3,173 $227K 0.04% 0 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: 2,729 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 1,176 shares 1,176 $225K 0.04% -1,374 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: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,022 shares; 2025Q2: 981 shares; 2025Q3: 777 shares; 2025Q4: 1,554 shares 1,554 $224K 0.04% +777 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573 shares; 2025Q4: 573 shares 573 $223K 0.04% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,945 shares; 2024Q4: 6,487 shares; 2025Q1: 6,487 shares; 2025Q2: 6,412 shares; 2025Q3: 6,112 shares; 2025Q4: 5,112 shares 5,112 $223K 0.04% -1,000 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: 5,111 shares; 2024Q4: not reported; 2025Q1: 2,973 shares; 2025Q2: not reported; 2025Q3: 2,794 shares; 2025Q4: 2,794 shares 2,794 $222K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,767 shares; 2025Q4: 6,767 shares 6,767 $222K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,130 shares; 2025Q1: 1,058 shares; 2025Q2: 1,027 shares; 2025Q3: 877 shares; 2025Q4: 793 shares 793 $221K 0.04% -84 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: 4,585 shares; 2024Q4: 4,445 shares; 2025Q1: 4,445 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,268 shares 2,268 $218K 0.04% -477 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: 3,150 shares; 2024Q4: 3,008 shares; 2025Q1: 2,882 shares; 2025Q2: 2,790 shares; 2025Q3: 2,511 shares; 2025Q4: 2,267 shares 2,267 $218K 0.04% -244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,796 shares 1,796 $216K 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,262 shares; 2025Q1: 2,262 shares; 2025Q2: 1,582 shares; 2025Q3: 1,582 shares; 2025Q4: 832 shares 832 $214K 0.04% -750 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,135 shares 2,135 $213K 0.04% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares 1,300 $212K 0.04% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,470 shares 2,470 $205K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,600 shares; 2025Q1: 1,471 shares; 2025Q2: not reported; 2025Q3: 1,036 shares; 2025Q4: 1,000 shares 1,000 $204K 0.04% -36 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,451 shares; 2024Q4: 28,451 shares; 2025Q1: 28,451 shares; 2025Q2: 28,451 shares; 2025Q3: 30,135 shares; 2025Q4: 30,135 shares 30,135 $195K 0.04% 0 Timeline