BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 729 shares; 2025Q1: 794 shares; 2025Q2: 841 shares; 2025Q3: 245,094 shares 245,094 $286M 22.13% +244,253 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: 171,474 shares; 2024Q4: 169,548 shares; 2025Q1: 173,262 shares; 2025Q2: 181,824 shares; 2025Q3: 196,954 shares 196,954 $50.2M 3.88% +15,130 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,571 shares; 2024Q4: 332,975 shares; 2025Q1: 346,561 shares; 2025Q2: 355,061 shares; 2025Q3: 349,436 shares 349,436 $42.1M 3.26% -5,625 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: 88,549 shares; 2024Q4: 85,684 shares; 2025Q1: 84,079 shares; 2025Q2: 82,574 shares; 2025Q3: 77,938 shares 77,938 $36.5M 2.83% -4,636 Timeline VONV 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: 315,499 shares; 2024Q4: 342,716 shares; 2025Q1: 353,047 shares; 2025Q2: 371,164 shares; 2025Q3: 377,483 shares 377,483 $33.7M 2.61% +6,319 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: 48,176 shares; 2024Q4: 50,640 shares; 2025Q1: 51,913 shares; 2025Q2: 57,693 shares; 2025Q3: 63,764 shares 63,764 $33M 2.56% +6,071 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: 97,969 shares; 2024Q4: 93,922 shares; 2025Q1: 98,727 shares; 2025Q2: 104,802 shares; 2025Q3: 125,262 shares 125,262 $23.4M 1.81% +20,460 Timeline IWD 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: 109,111 shares; 2024Q4: 109,997 shares; 2025Q1: 109,364 shares; 2025Q2: 107,795 shares; 2025Q3: 104,716 shares 104,716 $21.3M 1.65% -3,079 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: 159,518 shares; 2024Q4: 206,326 shares; 2025Q1: 215,098 shares; 2025Q2: 215,780 shares; 2025Q3: 229,225 shares 229,225 $18.1M 1.4% +13,445 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,784 shares; 2024Q4: 205,211 shares; 2025Q1: 217,120 shares; 2025Q2: 217,528 shares; 2025Q3: 229,131 shares 229,131 $17.9M 1.39% +11,603 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,681 shares; 2024Q4: 48,033 shares; 2025Q1: 52,100 shares; 2025Q2: 58,129 shares; 2025Q3: 58,082 shares 58,082 $17.6M 1.36% -47 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,561 shares; 2024Q4: 21,998 shares; 2025Q1: 22,885 shares; 2025Q2: 27,493 shares; 2025Q3: 27,945 shares 27,945 $17.1M 1.33% +452 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: 19,475 shares; 2024Q4: 19,628 shares; 2025Q1: 24,641 shares; 2025Q2: 24,604 shares; 2025Q3: 23,914 shares 23,914 $15.9M 1.23% -690 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: 56,541 shares; 2024Q4: 59,604 shares; 2025Q1: 61,440 shares; 2025Q2: 67,164 shares; 2025Q3: 70,749 shares 70,749 $15.5M 1.2% +3,585 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: 127,636 shares; 2024Q4: 164,544 shares; 2025Q1: 175,464 shares; 2025Q2: 151,682 shares; 2025Q3: 154,355 shares 154,355 $14.4M 1.12% +2,673 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: 31,368 shares; 2024Q4: 33,022 shares; 2025Q1: 32,254 shares; 2025Q2: 39,181 shares; 2025Q3: 39,808 shares 39,808 $12.6M 0.97% +627 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: 35,698 shares; 2024Q4: 35,277 shares; 2025Q1: 38,237 shares; 2025Q2: 44,813 shares; 2025Q3: 47,881 shares 47,881 $11.6M 0.9% +3,068 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: 7,554 shares; 2024Q4: 99,990 shares; 2025Q1: 121,043 shares; 2025Q2: 218,241 shares; 2025Q3: 232,924 shares 232,924 $10.8M 0.84% +14,683 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,745 shares; 2024Q4: 49,560 shares; 2025Q1: 48,413 shares; 2025Q2: 47,058 shares; 2025Q3: 43,540 shares 43,540 $10.7M 0.83% -3,518 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 206 shares; 2025Q1: 613,926 shares; 2025Q2: 1,309,541 shares; 2025Q3: 698,520 shares 698,520 $10.6M 0.82% -611,021 Timeline IWB 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: 28,917 shares; 2024Q4: 27,892 shares; 2025Q1: 27,885 shares; 2025Q2: 27,619 shares; 2025Q3: 27,433 shares 27,433 $10M 0.78% -186 Timeline IWM 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: 36,942 shares; 2024Q4: 36,252 shares; 2025Q1: 37,835 shares; 2025Q2: 38,126 shares; 2025Q3: 37,294 shares 37,294 $9.02M 0.7% -832 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 218,650 shares; 2025Q3: 238,215 shares 238,215 $8.68M 0.67% +19,565 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: 16,018 shares; 2024Q4: 16,274 shares; 2025Q1: 18,534 shares; 2025Q2: 19,483 shares; 2025Q3: 19,407 shares 19,407 $8.63M 0.67% -76 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: 12,559 shares; 2024Q4: 12,996 shares; 2025Q1: 13,491 shares; 2025Q2: 15,011 shares; 2025Q3: 17,085 shares 17,085 $8.59M 0.67% +2,074 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares 11 $8.3M 0.64% 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: 13,148 shares; 2024Q4: 12,180 shares; 2025Q1: 12,553 shares; 2025Q2: 16,047 shares; 2025Q3: 16,035 shares 16,035 $7.69M 0.6% -12 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,674 shares; 2024Q4: 117,757 shares; 2025Q1: 124,386 shares; 2025Q2: 132,650 shares; 2025Q3: 135,932 shares 135,932 $7.36M 0.57% +3,282 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: 22,171 shares; 2024Q4: 23,111 shares; 2025Q1: 24,867 shares; 2025Q2: 27,535 shares; 2025Q3: 30,000 shares 30,000 $7.31M 0.57% +2,465 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: 17,331 shares; 2024Q4: 17,698 shares; 2025Q1: 18,429 shares; 2025Q2: 21,791 shares; 2025Q3: 21,779 shares 21,779 $7.19M 0.56% -12 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: 16,919 shares; 2024Q4: 17,313 shares; 2025Q1: 19,374 shares; 2025Q2: 28,755 shares; 2025Q3: 29,431 shares 29,431 $6.81M 0.53% +676 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: 56,333 shares; 2024Q4: 57,123 shares; 2025Q1: 57,583 shares; 2025Q2: 64,170 shares; 2025Q3: 63,871 shares 63,871 $6.58M 0.51% -299 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: 7,095 shares; 2024Q4: 7,422 shares; 2025Q1: 10,154 shares; 2025Q2: 8,883 shares; 2025Q3: 9,673 shares 9,673 $6.47M 0.5% +790 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: 12,781 shares; 2024Q4: 13,391 shares; 2025Q1: 14,254 shares; 2025Q2: 18,003 shares; 2025Q3: 18,141 shares 18,141 $6.19M 0.48% +138 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: 63,921 shares; 2024Q4: 61,735 shares; 2025Q1: 65,139 shares; 2025Q2: 69,836 shares; 2025Q3: 68,836 shares 68,836 $6.01M 0.47% -1,000 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: 19,164 shares; 2024Q4: 19,496 shares; 2025Q1: 21,583 shares; 2025Q2: 22,057 shares; 2025Q3: 21,093 shares 21,093 $5.93M 0.46% -964 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: 6,392 shares; 2024Q4: 6,448 shares; 2025Q1: 6,604 shares; 2025Q2: 7,853 shares; 2025Q3: 7,769 shares 7,769 $5.93M 0.46% -84 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: 5,706 shares; 2024Q4: 5,825 shares; 2025Q1: 6,463 shares; 2025Q2: 6,917 shares; 2025Q3: 7,156 shares 7,156 $5.26M 0.41% +239 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: 29,639 shares; 2024Q4: 30,200 shares; 2025Q1: 32,824 shares; 2025Q2: 42,736 shares; 2025Q3: 45,606 shares 45,606 $5.14M 0.4% +2,870 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: 16,000 shares; 2024Q4: 14,000 shares; 2025Q1: 44,150 shares; 2025Q2: 44,150 shares; 2025Q3: 64,150 shares 64,150 $5.13M 0.4% +20,000 Timeline SCZ 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: 51,390 shares; 2024Q4: 52,741 shares; 2025Q1: 58,456 shares; 2025Q2: 65,168 shares; 2025Q3: 66,493 shares 66,493 $5.1M 0.4% +1,325 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: 9,601 shares; 2024Q4: 9,546 shares; 2025Q1: 10,309 shares; 2025Q2: 12,160 shares; 2025Q3: 12,363 shares 12,363 $5.01M 0.39% +203 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 566,715 shares; 2025Q3: 547,819 shares 547,819 $4.97M 0.38% -18,896 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,951 shares; 2024Q4: 30,396 shares; 2025Q1: 28,664 shares; 2025Q2: 32,324 shares; 2025Q3: 34,635 shares 34,635 $4.88M 0.38% +2,311 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,676 shares; 2024Q4: 5,564 shares; 2025Q1: 5,768 shares; 2025Q2: 17,453 shares; 2025Q3: 18,394 shares 18,394 $4.68M 0.36% +941 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,164 shares; 2024Q4: 45,376 shares; 2025Q1: 46,744 shares; 2025Q2: 59,742 shares; 2025Q3: 61,466 shares 61,466 $4.52M 0.35% +1,724 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: 72,327 shares; 2024Q4: 73,771 shares; 2025Q1: 73,310 shares; 2025Q2: 77,936 shares; 2025Q3: 65,513 shares 65,513 $4.44M 0.34% -12,423 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,206 shares; 2025Q1: 5,813 shares; 2025Q2: 5,987 shares; 2025Q3: 7,535 shares 7,535 $4.29M 0.33% +1,548 Timeline EFG 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: 36,378 shares; 2024Q4: 36,350 shares; 2025Q1: 36,911 shares; 2025Q2: 39,106 shares; 2025Q3: 36,412 shares 36,412 $4.15M 0.32% -2,694 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: 35,493 shares; 2024Q4: 36,653 shares; 2025Q1: 49,181 shares; 2025Q2: 69,477 shares; 2025Q3: 69,112 shares 69,112 $4.14M 0.32% -365 Timeline IWN 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: 25,266 shares; 2024Q4: 24,020 shares; 2025Q1: 23,994 shares; 2025Q2: 23,490 shares; 2025Q3: 22,738 shares 22,738 $4.02M 0.31% -752 Timeline HYG 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: 48,176 shares; 2024Q4: 50,114 shares; 2025Q1: 48,714 shares; 2025Q2: 50,673 shares; 2025Q3: 48,617 shares 48,617 $3.95M 0.31% -2,056 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: 16,312 shares; 2024Q4: 16,708 shares; 2025Q1: 17,974 shares; 2025Q2: 29,385 shares; 2025Q3: 29,150 shares 29,150 $3.9M 0.3% -235 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: 18,129 shares; 2024Q4: 18,698 shares; 2025Q1: 20,278 shares; 2025Q2: 25,297 shares; 2025Q3: 25,269 shares 25,269 $3.88M 0.3% -28 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: 935 shares; 2024Q4: 936 shares; 2025Q1: 911 shares; 2025Q2: 893 shares; 2025Q3: 895 shares 895 $3.84M 0.3% +2 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: 14,318 shares; 2024Q4: 14,480 shares; 2025Q1: 14,094 shares; 2025Q2: 25,928 shares; 2025Q3: 27,059 shares 27,059 $3.8M 0.29% +1,131 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: 17,254 shares; 2024Q4: 17,510 shares; 2025Q1: 18,131 shares; 2025Q2: 18,965 shares; 2025Q3: 19,774 shares 19,774 $3.67M 0.28% +809 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 7,122 shares; 2025Q1: 7,358 shares; 2025Q2: 6,556 shares; 2025Q3: 6,051 shares 6,051 $3.63M 0.28% -505 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: 9,249 shares; 2024Q4: 9,370 shares; 2025Q1: 9,696 shares; 2025Q2: 10,270 shares; 2025Q3: 10,753 shares 10,753 $3.57M 0.28% +483 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,377 shares; 2024Q4: 77,508 shares; 2025Q1: 77,508 shares; 2025Q2: 107,976 shares; 2025Q3: 106,551 shares 106,551 $3.4M 0.26% -1,425 Timeline IWO 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: 13,319 shares; 2024Q4: 12,779 shares; 2025Q1: 12,915 shares; 2025Q2: 10,886 shares; 2025Q3: 10,231 shares 10,231 $3.27M 0.25% -655 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: 5,377 shares; 2024Q4: 5,421 shares; 2025Q1: 5,480 shares; 2025Q2: 9,170 shares; 2025Q3: 10,504 shares 10,504 $3.16M 0.24% +1,334 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: 4,524 shares; 2024Q4: 6,695 shares; 2025Q1: 7,030 shares; 2025Q2: 10,103 shares; 2025Q3: 10,890 shares 10,890 $3.07M 0.24% +787 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 5,219 shares; 2025Q1: 28,061 shares; 2025Q2: 29,222 shares; 2025Q3: 41,739 shares 41,739 $3.04M 0.24% +12,517 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: 5,828 shares; 2024Q4: 5,972 shares; 2025Q1: 6,267 shares; 2025Q2: 6,326 shares; 2025Q3: 6,357 shares 6,357 $3.03M 0.23% +31 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,321 shares; 2024Q4: 56,248 shares; 2025Q1: 56,853 shares; 2025Q2: 58,263 shares; 2025Q3: 57,474 shares 57,474 $2.97M 0.23% -789 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: 9,354 shares; 2024Q4: 10,175 shares; 2025Q1: 9,715 shares; 2025Q2: 9,309 shares; 2025Q3: 8,912 shares 8,912 $2.92M 0.23% -397 Timeline SHM 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: 46,796 shares; 2024Q4: 57,835 shares; 2025Q1: 58,402 shares; 2025Q2: 54,806 shares; 2025Q3: 59,067 shares 59,067 $2.85M 0.22% +4,261 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: 15,174 shares; 2024Q4: 15,240 shares; 2025Q1: 14,930 shares; 2025Q2: 17,269 shares; 2025Q3: 18,272 shares 18,272 $2.84M 0.22% +1,003 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,616 shares; 2024Q4: 13,604 shares; 2025Q1: 14,316 shares; 2025Q2: 16,408 shares; 2025Q3: 16,465 shares 16,465 $2.76M 0.21% +57 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: 2,098 shares; 2024Q4: 2,139 shares; 2025Q1: 2,262 shares; 2025Q2: 2,780 shares; 2025Q3: 2,971 shares 2,971 $2.75M 0.21% +191 Timeline SMLF 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: 35,930 shares; 2024Q4: 36,084 shares; 2025Q1: 36,171 shares; 2025Q2: 36,274 shares; 2025Q3: 36,381 shares 36,381 $2.7M 0.21% +107 Timeline SGOV 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: 51,253 shares; 2024Q4: 38,106 shares; 2025Q1: 19,966 shares; 2025Q2: 29,240 shares; 2025Q3: 26,849 shares 26,849 $2.7M 0.21% -2,391 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,850 shares; 2024Q4: 67,983 shares; 2025Q1: 71,769 shares; 2025Q2: 54,503 shares; 2025Q3: 57,182 shares 57,182 $2.66M 0.21% +2,679 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 58,328 shares; 2025Q2: 44,692 shares; 2025Q3: 28,983 shares 28,983 $2.66M 0.21% -15,709 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: 6,729 shares; 2024Q4: 6,560 shares; 2025Q1: 8,008 shares; 2025Q2: 13,712 shares; 2025Q3: 14,228 shares 14,228 $2.65M 0.21% +516 Timeline VTWG 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: 7,255 shares; 2024Q4: 7,964 shares; 2025Q1: 9,450 shares; 2025Q2: 10,625 shares; 2025Q3: 11,098 shares 11,098 $2.59M 0.2% +473 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: 32,044 shares; 2024Q4: 32,287 shares; 2025Q1: 32,867 shares; 2025Q2: 35,481 shares; 2025Q3: 37,098 shares 37,098 $2.54M 0.2% +1,617 Timeline IJH 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: 31,828 shares; 2024Q4: 32,156 shares; 2025Q1: 33,432 shares; 2025Q2: 35,983 shares; 2025Q3: 38,776 shares 38,776 $2.53M 0.2% +2,793 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: 13,568 shares; 2024Q4: 13,906 shares; 2025Q1: 14,284 shares; 2025Q2: 15,042 shares; 2025Q3: 15,850 shares 15,850 $2.52M 0.2% +808 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: 108,707 shares; 2024Q4: 108,707 shares; 2025Q1: 108,707 shares; 2025Q2: 108,947 shares; 2025Q3: 107,619 shares 107,619 $2.51M 0.19% -1,328 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: 29,427 shares; 2024Q4: 29,376 shares; 2025Q1: 29,631 shares; 2025Q2: 31,749 shares; 2025Q3: 32,812 shares 32,812 $2.48M 0.19% +1,063 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: 9,096 shares; 2024Q4: 9,178 shares; 2025Q1: 9,148 shares; 2025Q2: 9,240 shares; 2025Q3: 9,798 shares 9,798 $2.46M 0.19% +558 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: 7,310 shares; 2024Q4: 6,603 shares; 2025Q1: 7,652 shares; 2025Q2: 8,031 shares; 2025Q3: 14,955 shares 14,955 $2.42M 0.19% +6,924 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: 25,423 shares; 2024Q4: 25,462 shares; 2025Q1: 28,061 shares; 2025Q2: 35,195 shares; 2025Q3: 35,368 shares 35,368 $2.35M 0.18% +173 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: 5,864 shares; 2024Q4: 5,971 shares; 2025Q1: 6,112 shares; 2025Q2: 7,072 shares; 2025Q3: 6,664 shares 6,664 $2.3M 0.18% -408 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: 2,167 shares; 2024Q4: 2,369 shares; 2025Q1: 2,849 shares; 2025Q2: 4,106 shares; 2025Q3: 7,453 shares 7,453 $2.22M 0.17% +3,347 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,642 shares; 2024Q4: 28,253 shares; 2025Q1: 43,253 shares; 2025Q2: 44,198 shares; 2025Q3: 44,285 shares 44,285 $2.21M 0.17% +87 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: 7,450 shares; 2024Q4: 7,684 shares; 2025Q1: 7,499 shares; 2025Q2: 7,745 shares; 2025Q3: 7,687 shares 7,687 $2.17M 0.17% -58 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: 30,760 shares; 2024Q4: 33,100 shares; 2025Q1: 32,762 shares; 2025Q2: 34,168 shares; 2025Q3: 32,895 shares 32,895 $2.17M 0.17% -1,273 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: 10,486 shares; 2024Q4: 12,305 shares; 2025Q1: 12,069 shares; 2025Q2: 13,037 shares; 2025Q3: 13,159 shares 13,159 $2.13M 0.17% +122 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: 3,709 shares; 2024Q4: 3,778 shares; 2025Q1: 4,155 shares; 2025Q2: 6,782 shares; 2025Q3: 6,982 shares 6,982 $2.12M 0.16% +200 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: 1,532 shares; 2024Q4: 1,558 shares; 2025Q1: 1,612 shares; 2025Q2: 1,681 shares; 2025Q3: 1,738 shares 1,738 $2.08M 0.16% +57 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,383 shares; 2024Q4: 39,120 shares; 2025Q1: 64,124 shares; 2025Q2: 65,167 shares; 2025Q3: 52,215 shares 52,215 $2.05M 0.16% -12,952 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,497 shares; 2024Q4: 51,986 shares; 2025Q1: 55,626 shares; 2025Q2: 54,729 shares; 2025Q3: 53,145 shares 53,145 $2.05M 0.16% -1,584 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: 19,939 shares; 2024Q4: 20,118 shares; 2025Q1: 19,878 shares; 2025Q2: 24,022 shares; 2025Q3: 24,079 shares 24,079 $2.02M 0.16% +57 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: 10,810 shares; 2024Q4: 11,026 shares; 2025Q1: 10,658 shares; 2025Q2: 15,155 shares; 2025Q3: 15,114 shares 15,114 $1.98M 0.15% -41 Timeline SLYG 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: 5,831 shares; 2024Q4: 11,720 shares; 2025Q1: 12,383 shares; 2025Q2: 21,371 shares; 2025Q3: 20,958 shares 20,958 $1.98M 0.15% -413 Timeline VTWV 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: 9,879 shares; 2024Q4: 8,088 shares; 2025Q1: 10,275 shares; 2025Q2: 11,293 shares; 2025Q3: 12,049 shares 12,049 $1.88M 0.15% +756 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: 2,188 shares; 2024Q4: 2,209 shares; 2025Q1: 2,298 shares; 2025Q2: 2,180 shares; 2025Q3: 2,304 shares 2,304 $1.83M 0.14% +124 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: 46,020 shares; 2024Q4: 46,491 shares; 2025Q1: 46,599 shares; 2025Q2: 60,769 shares; 2025Q3: 69,806 shares 69,806 $1.78M 0.14% +9,037 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,903 shares; 2024Q4: 37,747 shares; 2025Q1: 37,747 shares; 2025Q2: 37,611 shares; 2025Q3: 37,611 shares 37,611 $1.75M 0.14% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,426 shares; 2025Q1: 1,484 shares; 2025Q2: 2,480 shares; 2025Q3: 2,798 shares 2,798 $1.72M 0.13% +318 Timeline DFSI 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: 37,442 shares; 2024Q4: 37,676 shares; 2025Q1: 40,712 shares; 2025Q2: 41,239 shares; 2025Q3: 41,388 shares 41,388 $1.69M 0.13% +149 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 7,044 shares; 2025Q1: 7,667 shares; 2025Q2: 7,953 shares; 2025Q3: 9,277 shares 9,277 $1.69M 0.13% +1,324 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 4,606 shares; 2025Q1: 4,562 shares; 2025Q2: 8,427 shares; 2025Q3: 4,587 shares 4,587 $1.64M 0.13% -3,840 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,396 shares; 2024Q4: 20,062 shares; 2025Q1: 22,326 shares; 2025Q2: 22,326 shares; 2025Q3: 22,326 shares 22,326 $1.62M 0.13% 0 Timeline ICF 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: 17,466 shares; 2024Q4: 17,691 shares; 2025Q1: 20,973 shares; 2025Q2: 23,009 shares; 2025Q3: 25,874 shares 25,874 $1.59M 0.12% +2,865 Timeline SLYV 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: 4,232 shares; 2024Q4: 11,144 shares; 2025Q1: 14,043 shares; 2025Q2: 18,248 shares; 2025Q3: 17,974 shares 17,974 $1.59M 0.12% -274 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: 5,075 shares; 2024Q4: 5,106 shares; 2025Q1: 5,269 shares; 2025Q2: 5,382 shares; 2025Q3: 5,389 shares 5,389 $1.58M 0.12% +7 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,998 shares; 2024Q4: 50,024 shares; 2025Q1: 52,129 shares; 2025Q2: 52,994 shares; 2025Q3: 55,762 shares 55,762 $1.57M 0.12% +2,768 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,999 shares; 2024Q4: 48,856 shares; 2025Q1: 48,856 shares; 2025Q2: 50,131 shares; 2025Q3: 49,935 shares 49,935 $1.56M 0.12% -196 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: 4,125 shares; 2024Q4: 4,143 shares; 2025Q1: 4,454 shares; 2025Q2: 7,325 shares; 2025Q3: 7,338 shares 7,338 $1.56M 0.12% +13 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,597 shares; 2025Q1: 18,597 shares; 2025Q2: 17,985 shares; 2025Q3: 17,423 shares 17,423 $1.55M 0.12% -562 Timeline IWR 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: 2,920 shares; 2024Q4: 4,470 shares; 2025Q1: 10,532 shares; 2025Q2: 15,942 shares; 2025Q3: 15,942 shares 15,942 $1.54M 0.12% 0 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,464 shares; 2024Q4: 174,826 shares; 2025Q1: 105,703 shares; 2025Q2: 60,266 shares; 2025Q3: 52,076 shares 52,076 $1.54M 0.12% -8,190 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: 2,563 shares; 2024Q4: 2,512 shares; 2025Q1: 2,712 shares; 2025Q2: 3,377 shares; 2025Q3: 3,997 shares 3,997 $1.5M 0.12% +620 Timeline DFUV 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: 32,833 shares; 2024Q4: 32,759 shares; 2025Q1: 35,072 shares; 2025Q2: 33,988 shares; 2025Q3: 32,161 shares 32,161 $1.44M 0.11% -1,827 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,551 shares; 2024Q4: 18,101 shares; 2025Q1: 18,196 shares; 2025Q2: 15,638 shares; 2025Q3: 14,178 shares 14,178 $1.39M 0.11% -1,460 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,052 shares; 2025Q1: 1,420 shares; 2025Q2: 1,443 shares; 2025Q3: 1,450 shares 1,450 $1.38M 0.11% +7 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,730 shares; 2025Q1: 2,830 shares; 2025Q2: 2,787 shares; 2025Q3: 3,014 shares 3,014 $1.38M 0.11% +227 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 5,093 shares; 2025Q1: 5,170 shares; 2025Q2: 6,461 shares; 2025Q3: 6,587 shares 6,587 $1.37M 0.11% +126 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,977 shares; 2024Q4: 26,156 shares; 2025Q1: 39,071 shares; 2025Q2: 45,217 shares; 2025Q3: 50,202 shares 50,202 $1.37M 0.11% +4,985 Timeline IJR 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: 8,231 shares; 2024Q4: 8,341 shares; 2025Q1: 11,305 shares; 2025Q2: 10,665 shares; 2025Q3: 10,885 shares 10,885 $1.29M 0.1% +220 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: 4,998 shares; 2024Q4: 5,015 shares; 2025Q1: 5,084 shares; 2025Q2: 5,130 shares; 2025Q3: 5,235 shares 5,235 $1.29M 0.1% +105 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: 7,179 shares; 2024Q4: 6,788 shares; 2025Q1: 7,164 shares; 2025Q2: 8,204 shares; 2025Q3: 8,638 shares 8,638 $1.25M 0.1% +434 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: 10,984 shares; 2024Q4: 10,427 shares; 2025Q1: 10,429 shares; 2025Q2: 10,431 shares; 2025Q3: 10,180 shares 10,180 $1.23M 0.1% -251 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: 15,476 shares; 2024Q4: 17,506 shares; 2025Q1: 18,130 shares; 2025Q2: 25,933 shares; 2025Q3: 26,831 shares 26,831 $1.21M 0.09% +898 Timeline IJT 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: 9,594 shares; 2024Q4: 11,760 shares; 2025Q1: 9,481 shares; 2025Q2: 8,566 shares; 2025Q3: 8,544 shares 8,544 $1.21M 0.09% -22 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,469 shares; 2024Q4: 4,394 shares; 2025Q1: 4,645 shares; 2025Q2: 4,930 shares; 2025Q3: 5,111 shares 5,111 $1.21M 0.09% +181 Timeline IGE 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: 19,680 shares; 2024Q4: 20,815 shares; 2025Q1: 21,828 shares; 2025Q2: 23,852 shares; 2025Q3: 24,283 shares 24,283 $1.19M 0.09% +431 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,487 shares; 2024Q4: 22,176 shares; 2025Q1: 21,353 shares; 2025Q2: 25,500 shares; 2025Q3: 24,086 shares 24,086 $1.16M 0.09% -1,414 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 3,332 shares; 2025Q1: 3,347 shares; 2025Q2: 3,383 shares; 2025Q3: 3,411 shares 3,411 $1.16M 0.09% +28 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 5,846 shares; 2025Q2: 5,666 shares; 2025Q3: 5,054 shares 5,054 $1.16M 0.09% -612 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: 2,323 shares; 2024Q4: 2,286 shares; 2025Q1: 2,422 shares; 2025Q2: 2,463 shares; 2025Q3: 2,307 shares 2,307 $1.15M 0.09% -156 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: 4,207 shares; 2024Q4: 5,100 shares; 2025Q1: 5,238 shares; 2025Q2: 5,360 shares; 2025Q3: 5,548 shares 5,548 $1.14M 0.09% +188 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: 3,769 shares; 2024Q4: 3,731 shares; 2025Q1: 3,847 shares; 2025Q2: 4,061 shares; 2025Q3: 4,002 shares 4,002 $1.13M 0.09% -59 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: 5,862 shares; 2024Q4: 5,696 shares; 2025Q1: 6,066 shares; 2025Q2: 6,838 shares; 2025Q3: 6,738 shares 6,738 $1.12M 0.09% -100 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: 15,073 shares; 2024Q4: 11,490 shares; 2025Q1: 12,928 shares; 2025Q2: 12,358 shares; 2025Q3: 12,126 shares 12,126 $1.11M 0.09% -232 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: 11,786 shares; 2024Q4: 11,694 shares; 2025Q1: 12,323 shares; 2025Q2: 13,114 shares; 2025Q3: 12,942 shares 12,942 $1.08M 0.08% -172 Timeline TIP 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: 5,796 shares; 2024Q4: 7,406 shares; 2025Q1: 8,346 shares; 2025Q2: 8,492 shares; 2025Q3: 9,680 shares 9,680 $1.08M 0.08% +1,188 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,471 shares; 2025Q1: 11,974 shares; 2025Q2: 12,082 shares; 2025Q3: 11,975 shares 11,975 $1.07M 0.08% -107 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 4,948 shares; 2025Q1: 11,535 shares; 2025Q2: 9,586 shares; 2025Q3: 9,544 shares 9,544 $1.07M 0.08% -42 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: 9,034 shares; 2024Q4: 8,756 shares; 2025Q1: 9,417 shares; 2025Q2: 9,633 shares; 2025Q3: 10,382 shares 10,382 $1.05M 0.08% +749 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 10,271 shares; 2025Q3: 10,367 shares 10,367 $1.03M 0.08% +96 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,478 shares; 2024Q4: 58,491 shares; 2025Q1: 58,491 shares; 2025Q2: 59,965 shares; 2025Q3: 59,894 shares 59,894 $1.02M 0.08% -71 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,665 shares; 2024Q4: 21,377 shares; 2025Q1: 21,372 shares; 2025Q2: 23,079 shares; 2025Q3: 23,194 shares 23,194 $1.02M 0.08% +115 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,427 shares; 2025Q1: 2,505 shares; 2025Q2: 3,510 shares; 2025Q3: 3,484 shares 3,484 $1M 0.08% -26 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 2,171 shares; 2025Q1: 2,613 shares; 2025Q2: 3,990 shares; 2025Q3: 5,048 shares 5,048 $989K 0.08% +1,058 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,097 shares; 2025Q1: 1,142 shares; 2025Q2: 1,136 shares; 2025Q3: 1,070 shares 1,070 $985K 0.08% -66 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,512 shares; 2024Q4: 32,117 shares; 2025Q1: 31,713 shares; 2025Q2: 32,064 shares; 2025Q3: 30,949 shares 30,949 $972K 0.08% -1,115 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,838 shares; 2025Q1: 2,966 shares; 2025Q2: 4,375 shares; 2025Q3: 4,491 shares 4,491 $969K 0.08% +116 Timeline IWS 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: 3,560 shares; 2024Q4: 3,695 shares; 2025Q1: 3,690 shares; 2025Q2: 3,897 shares; 2025Q3: 6,898 shares 6,898 $963K 0.07% +3,001 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS 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: 20 shares; 2025Q2: 12,272 shares; 2025Q3: 12,272 shares 12,272 $963K 0.07% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,997 shares; 2024Q4: 9,872 shares; 2025Q1: 9,094 shares; 2025Q2: 9,101 shares; 2025Q3: 9,180 shares 9,180 $958K 0.07% +79 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,153 shares; 2025Q1: 5,094 shares; 2025Q2: 6,328 shares; 2025Q3: 6,156 shares 6,156 $955K 0.07% -172 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: 3,553 shares; 2024Q4: 3,520 shares; 2025Q1: 4,032 shares; 2025Q2: 4,704 shares; 2025Q3: 4,873 shares 4,873 $939K 0.07% +169 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 3,053 shares; 2025Q1: 3,112 shares; 2025Q2: 3,162 shares; 2025Q3: 3,112 shares 3,112 $935K 0.07% -50 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,657 shares; 2025Q1: 2,730 shares; 2025Q2: 6,140 shares; 2025Q3: 6,106 shares 6,106 $928K 0.07% -34 Timeline IWP 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: 1,279 shares; 2024Q4: 1,286 shares; 2025Q1: 2,518 shares; 2025Q2: 2,496 shares; 2025Q3: 6,488 shares 6,488 $924K 0.07% +3,992 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 706 shares; 2025Q1: 714 shares; 2025Q2: 930 shares; 2025Q3: 1,004 shares 1,004 $924K 0.07% +74 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 12,637 shares; 2025Q1: 13,162 shares; 2025Q2: 13,259 shares; 2025Q3: 13,922 shares 13,922 $920K 0.07% +663 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 4,040 shares; 2025Q1: 19,434 shares; 2025Q2: 20,735 shares; 2025Q3: 18,288 shares 18,288 $916K 0.07% -2,447 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 1,916 shares; 2025Q1: 1,909 shares; 2025Q2: 1,934 shares; 2025Q3: 1,811 shares 1,811 $893K 0.07% -123 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,247 shares; 2024Q4: 27,741 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $889K 0.07% 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: 3,370 shares; 2024Q4: 3,480 shares; 2025Q1: 3,992 shares; 2025Q2: 4,461 shares; 2025Q3: 4,782 shares 4,782 $879K 0.07% +321 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,099 shares; 2025Q1: 1,235 shares; 2025Q2: 3,493 shares; 2025Q3: 3,309 shares 3,309 $863K 0.07% -184 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: 1,613 shares; 2024Q4: 1,626 shares; 2025Q1: 1,776 shares; 2025Q2: 1,847 shares; 2025Q3: 1,811 shares 1,811 $860K 0.07% -36 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,534 shares; 2024Q4: 14,560 shares; 2025Q1: 14,668 shares; 2025Q2: 15,907 shares; 2025Q3: 15,719 shares 15,719 $847K 0.07% -188 Timeline EMXC 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: 17,496 shares; 2024Q4: 20,286 shares; 2025Q1: 20,339 shares; 2025Q2: 18,663 shares; 2025Q3: 12,426 shares 12,426 $839K 0.06% -6,237 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: 1,673 shares; 2024Q4: 1,688 shares; 2025Q1: 1,754 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares 1,968 $831K 0.06% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 2,603 shares; 2025Q1: 2,473 shares; 2025Q2: 3,614 shares; 2025Q3: 3,507 shares 3,507 $827K 0.06% -107 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,134 shares; 2025Q1: 1,153 shares; 2025Q2: 1,186 shares; 2025Q3: 1,200 shares 1,200 $819K 0.06% +14 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: 1,027 shares; 2024Q4: 1,026 shares; 2025Q1: 1,069 shares; 2025Q2: 1,400 shares; 2025Q3: 1,342 shares 1,342 $818K 0.06% -58 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: 10,998 shares; 2024Q4: 32,095 shares; 2025Q1: 32,128 shares; 2025Q2: 30,975 shares; 2025Q3: 31,029 shares 31,029 $817K 0.06% +54 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,324 shares; 2024Q4: 7,803 shares; 2025Q1: 7,985 shares; 2025Q2: 7,898 shares; 2025Q3: 7,348 shares 7,348 $808K 0.06% -550 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: 3,745 shares; 2024Q4: 4,524 shares; 2025Q1: 3,752 shares; 2025Q2: 3,771 shares; 2025Q3: 3,832 shares 3,832 $807K 0.06% +61 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: 3,911 shares; 2024Q4: 3,932 shares; 2025Q1: 3,860 shares; 2025Q2: 3,704 shares; 2025Q3: 4,052 shares 4,052 $803K 0.06% +348 Timeline SCHH 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: 21,251 shares; 2024Q4: 24,534 shares; 2025Q1: 31,556 shares; 2025Q2: 37,928 shares; 2025Q3: 37,236 shares 37,236 $803K 0.06% -692 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: 6,105 shares; 2025Q1: 6,378 shares; 2025Q2: 6,212 shares; 2025Q3: 5,994 shares 5,994 $803K 0.06% -218 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 3,454 shares; 2025Q1: 3,608 shares; 2025Q2: 3,535 shares; 2025Q3: 3,909 shares 3,909 $796K 0.06% +374 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,901 shares; 2024Q4: 20,898 shares; 2025Q1: 21,036 shares; 2025Q2: 20,898 shares; 2025Q3: 40,902 shares 40,902 $795K 0.06% +20,004 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 290 shares; 2025Q1: 1,251 shares; 2025Q2: 1,184 shares; 2025Q3: 1,102 shares 1,102 $792K 0.06% -82 Timeline IJS 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: 14,099 shares; 2024Q4: 13,930 shares; 2025Q1: 13,838 shares; 2025Q2: 7,120 shares; 2025Q3: 7,120 shares 7,120 $787K 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,167 shares; 2024Q4: 8,087 shares; 2025Q1: 7,646 shares; 2025Q2: 8,065 shares; 2025Q3: 8,216 shares 8,216 $784K 0.06% +151 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES 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: 15,535 shares 15,535 $782K 0.06% new 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: 6,314 shares; 2024Q4: 6,447 shares; 2025Q1: 6,549 shares; 2025Q2: 6,773 shares; 2025Q3: 6,825 shares 6,825 $781K 0.06% +52 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: 2,314 shares; 2024Q4: 2,152 shares; 2025Q1: 2,190 shares; 2025Q2: 2,355 shares; 2025Q3: 2,172 shares 2,172 $766K 0.06% -183 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: 10,464 shares; 2024Q4: 10,481 shares; 2025Q1: 11,367 shares; 2025Q2: 13,110 shares; 2025Q3: 12,221 shares 12,221 $763K 0.06% -889 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: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,687 shares; 2025Q3: 2,687 shares 2,687 $757K 0.06% 0 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: 6,037 shares; 2024Q4: 6,047 shares; 2025Q1: 5,831 shares; 2025Q2: 5,958 shares; 2025Q3: 6,111 shares 6,111 $756K 0.06% +153 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: 9,190 shares; 2024Q4: 8,661 shares; 2025Q1: 8,781 shares; 2025Q2: 8,953 shares; 2025Q3: 8,450 shares 8,450 $755K 0.06% -503 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: 6,207 shares; 2024Q4: 7,350 shares; 2025Q1: 7,439 shares; 2025Q2: 8,376 shares; 2025Q3: 7,916 shares 7,916 $749K 0.06% -460 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,673 shares; 2025Q1: 6,140 shares; 2025Q2: 9,994 shares; 2025Q3: 9,329 shares 9,329 $746K 0.06% -665 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,698 shares; 2024Q4: 5,130 shares; 2025Q1: 5,551 shares; 2025Q2: 7,160 shares; 2025Q3: 7,575 shares 7,575 $742K 0.06% +415 Timeline SCHC 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: 16,010 shares; 2024Q4: 16,140 shares; 2025Q1: 16,311 shares; 2025Q2: 16,301 shares; 2025Q3: 16,301 shares 16,301 $742K 0.06% 0 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,471 shares; 2024Q4: 19,725 shares; 2025Q1: 18,962 shares; 2025Q2: 18,962 shares; 2025Q3: 18,962 shares 18,962 $734K 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,336 shares; 2025Q1: 2,308 shares; 2025Q2: 2,834 shares; 2025Q3: 3,245 shares 3,245 $717K 0.06% +411 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 2,953 shares; 2025Q1: 2,950 shares; 2025Q2: 3,232 shares; 2025Q3: 3,182 shares 3,182 $702K 0.05% -50 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,952 shares; 2025Q1: 1,973 shares; 2025Q2: 2,542 shares; 2025Q3: 2,545 shares 2,545 $697K 0.05% +3 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,333 shares; 2024Q4: 37,550 shares; 2025Q1: 37,550 shares; 2025Q2: 40,602 shares; 2025Q3: 40,379 shares 40,379 $693K 0.05% -223 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: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,165 shares; 2025Q3: 1,152 shares 1,152 $687K 0.05% -13 Timeline DFAT 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: 8,874 shares; 2024Q4: 12,285 shares; 2025Q1: 11,512 shares; 2025Q2: 11,507 shares; 2025Q3: 11,508 shares 11,508 $670K 0.05% +1 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: 6,531 shares; 2024Q4: 6,472 shares; 2025Q1: 6,894 shares; 2025Q2: 7,389 shares; 2025Q3: 6,922 shares 6,922 $659K 0.05% -467 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,097 shares; 2024Q4: 6,924 shares; 2025Q1: 7,570 shares; 2025Q2: 7,730 shares; 2025Q3: 7,682 shares 7,682 $650K 0.05% -48 Timeline EEM 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: 17,562 shares; 2024Q4: 11,901 shares; 2025Q1: 12,190 shares; 2025Q2: 12,259 shares; 2025Q3: 12,148 shares 12,148 $649K 0.05% -111 Timeline USRT 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 11,013 shares; 2025Q3: 11,042 shares 11,042 $648K 0.05% +29 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: 25,636 shares; 2024Q4: 25,703 shares; 2025Q1: 25,879 shares; 2025Q2: 20,437 shares; 2025Q3: 20,491 shares 20,491 $648K 0.05% +54 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: 1,014 shares; 2024Q4: 1,034 shares; 2025Q1: 1,190 shares; 2025Q2: 1,351 shares; 2025Q3: 1,329 shares 1,329 $647K 0.05% -22 Timeline SCHR 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: 4,961 shares; 2025Q1: 22,863 shares; 2025Q2: 25,973 shares; 2025Q3: 25,415 shares 25,415 $639K 0.05% -558 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,461 shares; 2025Q1: 3,616 shares; 2025Q2: 3,141 shares; 2025Q3: 2,904 shares 2,904 $637K 0.05% -237 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: 3,778 shares; 2024Q4: 3,799 shares; 2025Q1: 3,975 shares; 2025Q2: 3,887 shares; 2025Q3: 3,743 shares 3,743 $637K 0.05% -144 Timeline SUB 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: 1,437 shares; 2024Q4: 1,621 shares; 2025Q1: 2,137 shares; 2025Q2: 5,637 shares; 2025Q3: 5,960 shares 5,960 $636K 0.05% +323 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 2,865 shares; 2025Q1: 2,775 shares; 2025Q2: 2,906 shares; 2025Q3: 2,673 shares 2,673 $634K 0.05% -233 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $631K 0.05% 0 Timeline DFAS 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: 8,075 shares; 2024Q4: 11,099 shares; 2025Q1: 9,189 shares; 2025Q2: 9,190 shares; 2025Q3: 9,190 shares 9,190 $629K 0.05% 0 Timeline NUSA NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,700 shares; 2024Q4: 26,023 shares; 2025Q1: 26,209 shares; 2025Q2: 26,470 shares; 2025Q3: 26,725 shares 26,725 $627K 0.05% +255 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,039 shares; 2025Q1: 1,173 shares; 2025Q2: 978 shares; 2025Q3: 1,290 shares 1,290 $626K 0.05% +312 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: 3,051 shares; 2024Q4: 3,051 shares; 2025Q1: 3,051 shares; 2025Q2: 3,273 shares; 2025Q3: 3,273 shares 3,273 $621K 0.05% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 5,019 shares; 2025Q1: 4,476 shares; 2025Q2: 3,448 shares; 2025Q3: 3,628 shares 3,628 $620K 0.05% +180 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: 17,522 shares; 2024Q4: 17,580 shares; 2025Q1: 17,798 shares; 2025Q2: 17,831 shares; 2025Q3: 17,434 shares 17,434 $619K 0.05% -397 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: 712 shares; 2024Q4: 616 shares; 2025Q1: 646 shares; 2025Q2: 558 shares; 2025Q3: 573 shares 573 $618K 0.05% +15 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 2,692 shares; 2025Q1: 18,197 shares; 2025Q2: 18,207 shares; 2025Q3: 18,207 shares 18,207 $611K 0.05% 0 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,816 shares; 2025Q1: 8,816 shares; 2025Q2: 8,816 shares; 2025Q3: 8,816 shares 8,816 $608K 0.05% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,691 shares; 2024Q4: 9,414 shares; 2025Q1: 9,315 shares; 2025Q2: 9,093 shares; 2025Q3: 9,020 shares 9,020 $603K 0.05% -73 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,367 shares; 2025Q1: 1,129 shares; 2025Q2: 1,113 shares; 2025Q3: 1,443 shares 1,443 $598K 0.05% +330 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,499 shares; 2025Q1: 1,580 shares; 2025Q2: 1,650 shares; 2025Q3: 2,027 shares 2,027 $595K 0.05% +377 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,886 shares; 2024Q4: 17,006 shares; 2025Q1: 11,694 shares; 2025Q2: 12,047 shares; 2025Q3: 7,057 shares 7,057 $595K 0.05% -4,990 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,715 shares; 2025Q1: 4,457 shares; 2025Q2: 4,623 shares; 2025Q3: 4,587 shares 4,587 $588K 0.05% -36 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: 845 shares; 2024Q4: 848 shares; 2025Q1: 1,020 shares; 2025Q2: 1,224 shares; 2025Q3: 1,185 shares 1,185 $582K 0.05% -39 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,362 shares; 2024Q4: 6,527 shares; 2025Q1: 6,517 shares; 2025Q2: 6,760 shares; 2025Q3: 6,487 shares 6,487 $582K 0.05% -273 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 88 shares; 2025Q2: 101 shares; 2025Q3: 106 shares 106 $572K 0.04% +5 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: 4,476 shares; 2024Q4: 4,489 shares; 2025Q1: 4,684 shares; 2025Q2: 4,761 shares; 2025Q3: 5,072 shares 5,072 $571K 0.04% +311 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 447 shares; 2025Q1: 601 shares; 2025Q2: 654 shares; 2025Q3: 725 shares 725 $560K 0.04% +71 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD 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: 40 shares; 2025Q2: 18 shares; 2025Q3: 3,293 shares 3,293 $549K 0.04% +3,275 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,298 shares; 2025Q1: 4,314 shares; 2025Q2: 4,728 shares; 2025Q3: 4,736 shares 4,736 $549K 0.04% +8 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,598 shares; 2025Q1: 1,677 shares; 2025Q2: 1,748 shares; 2025Q3: 1,746 shares 1,746 $546K 0.04% -2 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,303 shares; 2025Q1: 1,426 shares; 2025Q2: 1,575 shares; 2025Q3: 1,655 shares 1,655 $545K 0.04% +80 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,890 shares; 2025Q1: 1,853 shares; 2025Q2: 1,953 shares; 2025Q3: 1,950 shares 1,950 $544K 0.04% -3 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,033 shares; 2024Q4: 17,921 shares; 2025Q1: 19,285 shares; 2025Q2: 19,288 shares; 2025Q3: 19,301 shares 19,301 $538K 0.04% +13 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 867 shares; 2025Q1: 965 shares; 2025Q2: 988 shares; 2025Q3: 1,275 shares 1,275 $538K 0.04% +287 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,558 shares; 2024Q4: 19,558 shares; 2025Q1: 18,336 shares; 2025Q2: 18,336 shares; 2025Q3: 17,075 shares 17,075 $536K 0.04% -1,261 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: 3,064 shares; 2024Q4: 3,338 shares; 2025Q1: 3,257 shares; 2025Q2: 3,219 shares; 2025Q3: 3,197 shares 3,197 $535K 0.04% -22 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,436 shares; 2025Q1: 1,568 shares; 2025Q2: 1,715 shares; 2025Q3: 2,229 shares 2,229 $534K 0.04% +514 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,929 shares; 2024Q4: 9,383 shares; 2025Q1: 9,829 shares; 2025Q2: 11,039 shares; 2025Q3: 11,623 shares 11,623 $531K 0.04% +584 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: 1,709 shares; 2024Q4: 1,730 shares; 2025Q1: 1,976 shares; 2025Q2: 2,087 shares; 2025Q3: 2,142 shares 2,142 $526K 0.04% +55 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: 4,064 shares; 2024Q4: 4,109 shares; 2025Q1: 4,172 shares; 2025Q2: 4,200 shares; 2025Q3: 4,033 shares 4,033 $520K 0.04% -167 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: 3,210 shares; 2024Q4: 3,210 shares; 2025Q1: 3,935 shares; 2025Q2: 3,151 shares; 2025Q3: 2,967 shares 2,967 $518K 0.04% -184 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: 1,602 shares; 2024Q4: 1,455 shares; 2025Q1: 1,394 shares; 2025Q2: 2,063 shares; 2025Q3: 1,823 shares 1,823 $509K 0.04% -240 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 230 shares; 2025Q1: 241 shares; 2025Q2: 226 shares; 2025Q3: 1,980 shares 1,980 $508K 0.04% +1,754 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: 485 shares; 2024Q4: 487 shares; 2025Q1: 1,164 shares; 2025Q2: 1,178 shares; 2025Q3: 1,191 shares 1,191 $508K 0.04% +13 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,393 shares; 2025Q1: 1,430 shares; 2025Q2: 1,564 shares; 2025Q3: 1,562 shares 1,562 $506K 0.04% -2 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,185 shares; 2024Q4: 11,998 shares; 2025Q1: 13,005 shares; 2025Q2: 13,933 shares; 2025Q3: 14,955 shares 14,955 $502K 0.04% +1,022 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 2,843 shares; 2025Q1: 3,010 shares; 2025Q2: 3,961 shares; 2025Q3: 4,025 shares 4,025 $498K 0.04% +64 Timeline LRGF 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: 6,757 shares; 2024Q4: 9,057 shares; 2025Q1: 7,721 shares; 2025Q2: 7,661 shares; 2025Q3: 7,187 shares 7,187 $496K 0.04% -474 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 747 shares; 2025Q1: 850 shares; 2025Q2: 955 shares; 2025Q3: 1,090 shares 1,090 $487K 0.04% +135 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 642 shares; 2025Q1: 723 shares; 2025Q2: 4,511 shares; 2025Q3: 4,582 shares 4,582 $482K 0.04% +71 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,200 shares; 2025Q1: 1,288 shares; 2025Q2: 1,440 shares; 2025Q3: 1,779 shares 1,779 $481K 0.04% +339 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 2,384 shares; 2025Q1: 3,519 shares; 2025Q2: 2,554 shares; 2025Q3: 3,520 shares 3,520 $479K 0.04% +966 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 824 shares; 2025Q1: 844 shares; 2025Q2: 2,779 shares; 2025Q3: 2,837 shares 2,837 $475K 0.04% +58 Timeline IYW 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 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 2,408 shares; 2025Q3: 2,408 shares 2,408 $472K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,471 shares; 2024Q4: 5,671 shares; 2025Q1: 6,459 shares; 2025Q2: 6,784 shares; 2025Q3: 6,512 shares 6,512 $466K 0.04% -272 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 5,234 shares; 2025Q1: 5,228 shares; 2025Q2: 5,221 shares; 2025Q3: 5,213 shares 5,213 $464K 0.04% -8 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 3,849 shares; 2025Q1: 4,075 shares; 2025Q2: 5,120 shares; 2025Q3: 4,045 shares 4,045 $463K 0.04% -1,075 Timeline SCHB 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: 2,545 shares; 2024Q4: 7,652 shares; 2025Q1: 20,726 shares; 2025Q2: 20,735 shares; 2025Q3: 17,983 shares 17,983 $462K 0.04% -2,752 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,123 shares; 2025Q1: 2,190 shares; 2025Q2: 2,362 shares; 2025Q3: 2,397 shares 2,397 $461K 0.04% +35 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 6,715 shares; 2025Q1: 6,499 shares; 2025Q2: 6,172 shares; 2025Q3: 6,565 shares 6,565 $458K 0.04% +393 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 3,007 shares; 2025Q1: 3,121 shares; 2025Q2: 3,916 shares; 2025Q3: 4,116 shares 4,116 $457K 0.04% +200 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,085 shares; 2025Q1: 3,089 shares; 2025Q2: 3,120 shares; 2025Q3: 3,079 shares 3,079 $454K 0.04% -41 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,895 shares; 2025Q1: 5,069 shares; 2025Q2: 5,069 shares; 2025Q3: 4,556 shares 4,556 $453K 0.04% -513 Timeline INDA 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: 549 shares; 2024Q4: 549 shares; 2025Q1: 8,549 shares; 2025Q2: 8,587 shares; 2025Q3: 8,587 shares 8,587 $447K 0.03% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 2,525 shares; 2025Q1: 18,840 shares; 2025Q2: 19,038 shares; 2025Q3: 18,721 shares 18,721 $443K 0.03% -317 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 752 shares; 2025Q1: 778 shares; 2025Q2: 922 shares; 2025Q3: 893 shares 893 $438K 0.03% -29 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 1,925 shares; 2025Q1: 1,805 shares; 2025Q2: 1,537 shares; 2025Q3: 1,351 shares 1,351 $436K 0.03% -186 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 307 shares; 2025Q1: 364 shares; 2025Q2: 533 shares; 2025Q3: 624 shares 624 $436K 0.03% +91 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: 7,512 shares; 2025Q1: 7,347 shares; 2025Q2: 8,307 shares; 2025Q3: 8,627 shares 8,627 $435K 0.03% +320 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 1,223 shares; 2025Q3: 1,223 shares 1,223 $435K 0.03% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,031 shares; 2024Q4: 24,435 shares; 2025Q1: 23,152 shares; 2025Q2: 19,783 shares; 2025Q3: 18,610 shares 18,610 $433K 0.03% -1,173 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 4,829 shares; 2025Q1: 3,959 shares; 2025Q2: 3,809 shares; 2025Q3: 4,346 shares 4,346 $433K 0.03% +537 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,141 shares; 2025Q1: 3,394 shares; 2025Q2: 4,536 shares; 2025Q3: 4,323 shares 4,323 $422K 0.03% -213 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 4,984 shares; 2025Q1: 5,138 shares; 2025Q2: 5,296 shares; 2025Q3: 5,135 shares 5,135 $421K 0.03% -161 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: 983 shares; 2024Q4: 997 shares; 2025Q1: 1,077 shares; 2025Q2: 1,121 shares; 2025Q3: 1,139 shares 1,139 $421K 0.03% +18 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 4,208 shares; 2025Q1: 4,334 shares; 2025Q2: 3,622 shares; 2025Q3: 3,837 shares 3,837 $416K 0.03% +215 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,586 shares; 2025Q1: 1,629 shares; 2025Q2: 1,626 shares; 2025Q3: 1,652 shares 1,652 $416K 0.03% +26 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,820 shares; 2024Q4: 9,820 shares; 2025Q1: 9,327 shares; 2025Q2: 9,327 shares; 2025Q3: 9,327 shares 9,327 $409K 0.03% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 758 shares; 2025Q1: 793 shares; 2025Q2: 787 shares; 2025Q3: 780 shares 780 $408K 0.03% -7 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,288 shares; 2025Q1: 1,437 shares; 2025Q2: 1,723 shares; 2025Q3: 1,778 shares 1,778 $408K 0.03% +55 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 3,157 shares; 2025Q1: 3,446 shares; 2025Q2: 3,460 shares; 2025Q3: 3,379 shares 3,379 $406K 0.03% -81 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: 415 shares; 2024Q4: 421 shares; 2025Q1: 504 shares; 2025Q2: 515 shares; 2025Q3: 534 shares 534 $405K 0.03% +19 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 222 shares; 2025Q1: 240 shares; 2025Q2: 2,551 shares; 2025Q3: 3,738 shares 3,738 $403K 0.03% +1,187 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 4,348 shares; 2025Q1: 4,348 shares; 2025Q2: 4,345 shares; 2025Q3: 4,345 shares 4,345 $401K 0.03% 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: 3,035 shares; 2024Q4: 3,167 shares; 2025Q1: 3,290 shares; 2025Q2: 3,362 shares; 2025Q3: 3,590 shares 3,590 $401K 0.03% +228 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,182 shares; 2025Q1: 2,470 shares; 2025Q2: 2,654 shares; 2025Q3: 2,731 shares 2,731 $398K 0.03% +77 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 934 shares; 2025Q1: 1,177 shares; 2025Q2: 1,158 shares; 2025Q3: 3,506 shares 3,506 $398K 0.03% +2,348 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,345 shares; 2024Q4: 6,345 shares; 2025Q1: 6,345 shares; 2025Q2: 6,345 shares; 2025Q3: 6,345 shares 6,345 $395K 0.03% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 783 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 766 shares 766 $394K 0.03% -35 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 1,052 shares; 2025Q1: 1,125 shares; 2025Q2: 1,660 shares; 2025Q3: 1,430 shares 1,430 $390K 0.03% -230 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,804 shares; 2025Q1: 1,665 shares; 2025Q2: 1,585 shares; 2025Q3: 1,487 shares 1,487 $387K 0.03% -98 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,178 shares; 2025Q1: 3,940 shares; 2025Q2: 6,176 shares; 2025Q3: 6,028 shares 6,028 $387K 0.03% -148 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,658 shares; 2025Q1: 3,719 shares; 2025Q2: 3,571 shares; 2025Q3: 3,542 shares 3,542 $387K 0.03% -29 Timeline IJJ 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: 2,978 shares; 2024Q4: 3,043 shares; 2025Q1: 3,043 shares; 2025Q2: 3,043 shares; 2025Q3: 2,978 shares 2,978 $386K 0.03% -65 Timeline DFCF 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: 9,022 shares; 2024Q4: 9,022 shares; 2025Q1: 9,022 shares; 2025Q2: 9,022 shares; 2025Q3: 9,022 shares 9,022 $386K 0.03% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 4,324 shares; 2025Q1: 4,538 shares; 2025Q2: 4,431 shares; 2025Q3: 4,466 shares 4,466 $377K 0.03% +35 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 6,854 shares; 2025Q1: 5,169 shares; 2025Q2: 5,195 shares; 2025Q3: 9,578 shares 9,578 $376K 0.03% +4,383 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: 607 shares; 2024Q4: 659 shares; 2025Q1: 489 shares; 2025Q2: 453 shares; 2025Q3: 1,579 shares 1,579 $373K 0.03% +1,126 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,256 shares; 2025Q1: 1,184 shares; 2025Q2: 1,943 shares; 2025Q3: 1,966 shares 1,966 $368K 0.03% +23 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 8,852 shares; 2025Q1: 8,852 shares; 2025Q2: 10,344 shares; 2025Q3: 10,344 shares 10,344 $367K 0.03% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,995 shares; 2025Q1: 2,353 shares; 2025Q2: 2,455 shares; 2025Q3: 2,389 shares 2,389 $364K 0.03% -66 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,975 shares; 2024Q4: 11,975 shares; 2025Q1: 11,975 shares; 2025Q2: 11,975 shares; 2025Q3: 14,491 shares 14,491 $364K 0.03% +2,516 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,593 shares; 2024Q4: 6,686 shares; 2025Q1: 6,609 shares; 2025Q2: 6,832 shares; 2025Q3: 6,098 shares 6,098 $361K 0.03% -734 MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 707 shares; 2025Q1: 737 shares; 2025Q2: 733 shares; 2025Q3: 780 shares 780 $357K 0.03% +47 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,992 shares; 2025Q1: 2,060 shares; 2025Q2: 2,234 shares; 2025Q3: 2,244 shares 2,244 $354K 0.03% +10 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,380 shares; 2024Q4: 5,926 shares; 2025Q1: 6,044 shares; 2025Q2: 5,883 shares; 2025Q3: 6,009 shares 6,009 $353K 0.03% +126 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: 1,394 shares; 2024Q4: 1,231 shares; 2025Q1: 1,267 shares; 2025Q2: 1,318 shares; 2025Q3: 1,332 shares 1,332 $349K 0.03% +14 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 104 shares; 2025Q1: 100 shares; 2025Q2: 1,299 shares; 2025Q3: 1,257 shares 1,257 $349K 0.03% -42 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 74 shares; 2025Q1: 235 shares; 2025Q2: 765 shares; 2025Q3: 536 shares 536 $348K 0.03% -229 Timeline DFIV 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: 1,460 shares; 2024Q4: 8,842 shares; 2025Q1: 7,590 shares; 2025Q2: 7,590 shares; 2025Q3: 7,515 shares 7,515 $347K 0.03% -75 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: 3,699 shares; 2024Q4: 3,505 shares; 2025Q1: 3,616 shares; 2025Q2: 5,913 shares; 2025Q3: 5,790 shares 5,790 $346K 0.03% -123 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: 5,600 shares; 2024Q4: 5,069 shares; 2025Q1: 5,104 shares; 2025Q2: 5,227 shares; 2025Q3: 4,561 shares 4,561 $344K 0.03% -666 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,437 shares; 2025Q1: 1,578 shares; 2025Q2: 1,865 shares; 2025Q3: 1,928 shares 1,928 $343K 0.03% +63 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares 4,750 $343K 0.03% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 1,897 shares; 2025Q1: 2,032 shares; 2025Q2: 2,284 shares; 2025Q3: 1,943 shares 1,943 $336K 0.03% -341 Timeline IWY 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: 655 shares; 2024Q4: 805 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares 1,221 $334K 0.03% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,525 shares; 2025Q1: 1,696 shares; 2025Q2: 1,565 shares; 2025Q3: 2,334 shares 2,334 $334K 0.03% +769 Timeline IJK 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: 3,453 shares; 2024Q4: 3,653 shares; 2025Q1: 3,453 shares; 2025Q2: 3,453 shares; 2025Q3: 3,453 shares 3,453 $331K 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 679 shares; 2025Q1: 3,316 shares; 2025Q2: 3,316 shares; 2025Q3: 4,628 shares 4,628 $330K 0.03% +1,312 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,360 shares; 2025Q1: 1,470 shares; 2025Q2: 1,574 shares; 2025Q3: 1,604 shares 1,604 $329K 0.03% +30 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: 1,687 shares; 2024Q4: 1,682 shares; 2025Q1: 1,544 shares; 2025Q2: 1,504 shares; 2025Q3: 1,939 shares 1,939 $329K 0.03% +435 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 502 shares; 2025Q1: 518 shares; 2025Q2: 1,097 shares; 2025Q3: 1,098 shares 1,098 $327K 0.03% +1 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,380 shares; 2025Q1: 2,424 shares; 2025Q2: 2,661 shares; 2025Q3: 2,610 shares 2,610 $325K 0.03% -51 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,518 shares; 2025Q1: 1,570 shares; 2025Q2: 1,730 shares; 2025Q3: 1,549 shares 1,549 $322K 0.02% -181 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 4,174 shares; 2025Q1: 4,458 shares; 2025Q2: 4,812 shares; 2025Q3: 5,064 shares 5,064 $321K 0.02% +252 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares 3,535 $317K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,516 shares; 2025Q1: 1,601 shares; 2025Q2: 1,945 shares; 2025Q3: 1,868 shares 1,868 $315K 0.02% -77 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: 3,609 shares; 2024Q4: 3,663 shares; 2025Q1: 3,689 shares; 2025Q2: 3,733 shares; 2025Q3: 3,732 shares 3,732 $314K 0.02% -1 Timeline IGIB 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: 7,463 shares; 2024Q4: 7,463 shares; 2025Q1: 7,463 shares; 2025Q2: 7,131 shares; 2025Q3: 5,757 shares 5,757 $311K 0.02% -1,374 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,069 shares; 2025Q1: 2,131 shares; 2025Q2: 2,503 shares; 2025Q3: 2,245 shares 2,245 $311K 0.02% -258 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,164 shares; 2024Q4: 5,026 shares; 2025Q1: 5,318 shares; 2025Q2: 4,482 shares; 2025Q3: 4,257 shares 4,257 $311K 0.02% -225 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,343 shares; 2024Q4: 8,348 shares; 2025Q1: 8,403 shares; 2025Q2: 10,058 shares; 2025Q3: 9,513 shares 9,513 $310K 0.02% -545 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,677 shares; 2025Q1: 1,771 shares; 2025Q2: 2,060 shares; 2025Q3: 2,256 shares 2,256 $310K 0.02% +196 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 3,832 shares; 2025Q1: 3,140 shares; 2025Q2: 3,158 shares; 2025Q3: 3,199 shares 3,199 $309K 0.02% +41 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: 2,991 shares; 2024Q4: 2,203 shares; 2025Q1: 3,340 shares; 2025Q2: 4,313 shares; 2025Q3: 3,689 shares 3,689 $308K 0.02% -624 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 32 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares 1,102 $308K 0.02% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 1,994 shares; 2025Q1: 1,956 shares; 2025Q2: 1,945 shares; 2025Q3: 1,978 shares 1,978 $306K 0.02% +33 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 1,854 shares; 2025Q1: 1,980 shares; 2025Q2: 2,048 shares; 2025Q3: 3,298 shares 3,298 $305K 0.02% +1,250 Timeline IGSB 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: 5,706 shares; 2025Q3: 5,706 shares 5,706 $303K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 590 shares; 2025Q1: 591 shares; 2025Q2: 2,610 shares; 2025Q3: 2,630 shares 2,630 $301K 0.02% +20 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: 2,429 shares; 2024Q4: 2,513 shares; 2025Q1: 2,626 shares; 2025Q2: 2,942 shares; 2025Q3: 3,137 shares 3,137 $297K 0.02% +195 Timeline MUB 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: 4,606 shares; 2024Q4: 8,458 shares; 2025Q1: 7,955 shares; 2025Q2: 4,259 shares; 2025Q3: 2,789 shares 2,789 $297K 0.02% -1,470 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 329 shares; 2025Q1: 376 shares; 2025Q2: 447 shares; 2025Q3: 378 shares 378 $296K 0.02% -69 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: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,699 shares; 2025Q2: 2,725 shares; 2025Q3: 2,717 shares 2,717 $296K 0.02% -8 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 276 shares; 2025Q1: 254 shares; 2025Q2: 2,690 shares; 2025Q3: 2,377 shares 2,377 $293K 0.02% -313 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 2,647 shares; 2025Q2: 2,528 shares; 2025Q3: 2,622 shares 2,622 $293K 0.02% +94 Timeline IVE 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: 1,415 shares; 2024Q4: 1,415 shares; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares 1,415 $292K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,649 shares; 2025Q1: 1,682 shares; 2025Q2: 2,138 shares; 2025Q3: 2,149 shares 2,149 $291K 0.02% +11 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 13,742 shares; 2025Q1: 15,826 shares; 2025Q2: 15,195 shares; 2025Q3: 15,165 shares 15,165 $290K 0.02% -30 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,278 shares; 2025Q1: 1,536 shares; 2025Q2: 1,938 shares; 2025Q3: 1,438 shares 1,438 $290K 0.02% -500 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: 2,705 shares; 2024Q4: 2,616 shares; 2025Q1: 2,656 shares; 2025Q2: 3,167 shares; 2025Q3: 2,781 shares 2,781 $289K 0.02% -386 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,453 shares; 2025Q1: 1,433 shares; 2025Q2: 1,490 shares; 2025Q3: 3,241 shares 3,241 $287K 0.02% +1,751 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 425 shares; 2025Q1: 438 shares; 2025Q2: 425 shares; 2025Q3: 378 shares 378 $283K 0.02% -47 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,803 shares; 2024Q4: 17,803 shares; 2025Q1: 18,319 shares; 2025Q2: 18,291 shares; 2025Q3: 18,291 shares 18,291 $281K 0.02% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,488 shares; 2025Q1: 1,405 shares; 2025Q2: 1,398 shares; 2025Q3: 1,447 shares 1,447 $278K 0.02% +49 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,198 shares; 2025Q1: 1,540 shares; 2025Q2: 1,947 shares; 2025Q3: 1,770 shares 1,770 $278K 0.02% -177 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 5,231 shares; 2025Q1: 5,289 shares; 2025Q2: 5,797 shares; 2025Q3: 5,864 shares 5,864 $277K 0.02% +67 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 2,574 shares; 2025Q1: 2,741 shares; 2025Q2: 2,796 shares; 2025Q3: 2,811 shares 2,811 $276K 0.02% +15 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,190 shares; 2025Q1: 2,482 shares; 2025Q2: 2,480 shares; 2025Q3: 3,714 shares 3,714 $276K 0.02% +1,234 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 3,151 shares; 2025Q1: 3,384 shares; 2025Q2: 3,151 shares; 2025Q3: 2,624 shares 2,624 $274K 0.02% -527 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,068 shares; 2024Q4: 10,843 shares; 2025Q1: 11,141 shares; 2025Q2: 11,106 shares; 2025Q3: 11,006 shares 11,006 $274K 0.02% -100 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,039 shares; 2025Q1: 1,103 shares; 2025Q2: 1,168 shares; 2025Q3: 1,158 shares 1,158 $272K 0.02% -10 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: 907 shares; 2024Q4: 867 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 694 shares 694 $272K 0.02% -190 Timeline SPHQ 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: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,706 shares 3,706 $272K 0.02% -144 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 554 shares; 2025Q1: 619 shares; 2025Q2: 642 shares; 2025Q3: 783 shares 783 $271K 0.02% +141 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 5,046 shares; 2025Q1: 3,546 shares; 2025Q2: 3,546 shares; 2025Q3: 3,546 shares 3,546 $271K 0.02% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 10,004 shares; 2025Q1: 10,004 shares; 2025Q2: 10,004 shares; 2025Q3: 10,004 shares 10,004 $270K 0.02% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 98 shares; 2025Q1: 79 shares; 2025Q2: 3,506 shares; 2025Q3: 3,533 shares 3,533 $269K 0.02% +27 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,227 shares; 2025Q1: 1,513 shares; 2025Q2: 1,420 shares; 2025Q3: 1,433 shares 1,433 $269K 0.02% +13 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: 2,626 shares; 2024Q4: 2,607 shares; 2025Q1: 2,811 shares; 2025Q2: 3,569 shares; 2025Q3: 3,452 shares 3,452 $269K 0.02% -117 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 351 shares; 2025Q1: 387 shares; 2025Q2: 517 shares; 2025Q3: 562 shares 562 $268K 0.02% +45 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,452 shares; 2025Q1: 992 shares; 2025Q2: 1,060 shares; 2025Q3: 775 shares 775 $268K 0.02% -285 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,800 shares; 2025Q1: 4,159 shares; 2025Q2: 4,015 shares; 2025Q3: 3,648 shares 3,648 $268K 0.02% -367 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 3,134 shares; 2025Q1: 2,037 shares; 2025Q2: 2,037 shares; 2025Q3: 2,031 shares 2,031 $267K 0.02% -6 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,216 shares; 2025Q1: 2,429 shares; 2025Q2: 3,301 shares; 2025Q3: 3,433 shares 3,433 $258K 0.02% +132 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 572 shares; 2025Q1: 670 shares; 2025Q2: 719 shares; 2025Q3: 732 shares 732 $257K 0.02% +13 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 2,507 shares; 2025Q1: 2,046 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares 1,662 $256K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,001 shares; 2025Q1: 1,136 shares; 2025Q2: 1,189 shares; 2025Q3: 1,189 shares 1,189 $255K 0.02% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 533 shares; 2025Q2: 1,575 shares; 2025Q3: 1,550 shares 1,550 $251K 0.02% -25 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 3,206 shares; 2025Q1: 3,478 shares; 2025Q2: 3,648 shares; 2025Q3: 3,668 shares 3,668 $247K 0.02% +20 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 169 shares; 2025Q1: 223 shares; 2025Q2: 218 shares; 2025Q3: 255 shares 255 $247K 0.02% +37 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 4,008 shares; 2025Q1: 3,797 shares; 2025Q2: 7,116 shares; 2025Q3: 7,335 shares 7,335 $247K 0.02% +219 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,720 shares; 2025Q1: 1,921 shares; 2025Q2: 1,840 shares; 2025Q3: 1,800 shares 1,800 $246K 0.02% -40 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,408 shares; 2025Q1: 1,431 shares; 2025Q2: 1,647 shares; 2025Q3: 1,739 shares 1,739 $244K 0.02% +92 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 2,774 shares; 2025Q1: 2,854 shares; 2025Q2: 2,827 shares; 2025Q3: 2,822 shares 2,822 $243K 0.02% -5 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 853 shares; 2025Q1: 871 shares; 2025Q2: 1,606 shares; 2025Q3: 1,623 shares 1,623 $242K 0.02% +17 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,045 shares; 2025Q1: 2,625 shares; 2025Q2: 2,904 shares; 2025Q3: 2,956 shares 2,956 $241K 0.02% +52 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,507 shares; 2025Q1: 1,644 shares; 2025Q2: 1,544 shares; 2025Q3: 1,513 shares 1,513 $241K 0.02% -31 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,370 shares; 2025Q1: 1,521 shares; 2025Q2: 1,581 shares; 2025Q3: 1,519 shares 1,519 $241K 0.02% -62 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: 2,930 shares; 2024Q4: 2,969 shares; 2025Q1: 3,089 shares; 2025Q2: 3,197 shares; 2025Q3: 2,918 shares 2,918 $240K 0.02% -279 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 240 shares; 2025Q1: 345 shares; 2025Q2: 390 shares; 2025Q3: 969 shares 969 $239K 0.02% +579 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 6,361 shares; 2025Q1: 6,615 shares; 2025Q2: 6,921 shares; 2025Q3: 6,535 shares 6,535 $239K 0.02% -386 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 531 shares; 2025Q1: 543 shares; 2025Q2: 582 shares; 2025Q3: 557 shares 557 $237K 0.02% -25 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 4,043 shares; 2025Q1: 3,847 shares; 2025Q2: 4,503 shares; 2025Q3: 4,300 shares 4,300 $234K 0.02% -203 Timeline ICLN 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: 14,736 shares; 2024Q4: 14,749 shares; 2025Q1: 14,749 shares; 2025Q2: 14,762 shares; 2025Q3: 15,033 shares 15,033 $233K 0.02% +271 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: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 1,698 shares; 2025Q2: 1,624 shares; 2025Q3: 1,625 shares 1,625 $231K 0.02% +1 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 2,487 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,808 shares 1,808 $231K 0.02% -49 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,894 shares; 2024Q4: 8,193 shares; 2025Q1: 8,093 shares; 2025Q2: 8,271 shares; 2025Q3: 8,112 shares 8,112 $230K 0.02% -159 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 972 shares; 2025Q1: 1,353 shares; 2025Q2: 1,437 shares; 2025Q3: 1,417 shares 1,417 $229K 0.02% -20 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: 4,889 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 3,808 shares; 2025Q3: 3,121 shares 3,121 $229K 0.02% -687 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,026 shares; 2025Q1: 1,225 shares; 2025Q2: 2,034 shares; 2025Q3: 1,641 shares 1,641 $229K 0.02% -393 Timeline SCHV 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: 3,335 shares; 2024Q4: 10,004 shares; 2025Q1: 10,004 shares; 2025Q2: 9,917 shares; 2025Q3: 7,836 shares 7,836 $228K 0.02% -2,081 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 6,377 shares; 2025Q1: 6,442 shares; 2025Q2: 6,754 shares; 2025Q3: 5,757 shares 5,757 $226K 0.02% -997 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 156 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 171 shares 171 $225K 0.02% +9 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 5,632 shares; 2025Q1: 5,522 shares; 2025Q2: 5,518 shares; 2025Q3: 3,868 shares 3,868 $224K 0.02% -1,650 Timeline SHY 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: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,271 shares; 2025Q2: 1,271 shares; 2025Q3: 2,703 shares 2,703 $224K 0.02% +1,432 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 518 shares; 2025Q3: 573 shares 573 $224K 0.02% +55 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,440 shares; 2025Q1: 5,058 shares; 2025Q2: 5,753 shares; 2025Q3: 7,990 shares 7,990 $222K 0.02% +2,237 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,135 shares; 2025Q1: 1,269 shares; 2025Q2: 896 shares; 2025Q3: 963 shares 963 $221K 0.02% +67 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK 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: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 6,375 shares; 2025Q3: 2,233 shares 2,233 $221K 0.02% -4,142 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 544 shares; 2025Q1: 573 shares; 2025Q2: 554 shares; 2025Q3: 545 shares 545 $220K 0.02% -9 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,779 shares; 2025Q1: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares 2,805 $220K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 661 shares; 2025Q1: 627 shares; 2025Q2: 654 shares; 2025Q3: 718 shares 718 $219K 0.02% +64 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,952 shares; 2025Q1: 2,925 shares; 2025Q2: 3,108 shares; 2025Q3: 3,231 shares 3,231 $219K 0.02% +123 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: 547 shares; 2024Q4: 613 shares; 2025Q1: 676 shares; 2025Q2: 619 shares; 2025Q3: 620 shares 620 $217K 0.02% +1 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 116 shares; 2025Q1: 106 shares; 2025Q2: 1,506 shares; 2025Q3: 1,762 shares 1,762 $216K 0.02% +256 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 3,706 shares; 2025Q1: 3,915 shares; 2025Q2: 4,134 shares; 2025Q3: 3,859 shares 3,859 $215K 0.02% -275 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,873 shares; 2025Q1: 1,798 shares; 2025Q2: 1,971 shares; 2025Q3: 1,465 shares 1,465 $214K 0.02% -506 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 51 shares; 2025Q1: 132 shares; 2025Q2: 135 shares; 2025Q3: 143 shares 143 $214K 0.02% +8 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,358 shares; 2024Q4: 10,358 shares; 2025Q1: 10,492 shares; 2025Q2: 10,456 shares; 2025Q3: 10,478 shares 10,478 $212K 0.02% +22 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 418 shares; 2025Q1: 424 shares; 2025Q2: 689 shares; 2025Q3: 887 shares 887 $211K 0.02% +198 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 401 shares; 2025Q1: 447 shares; 2025Q2: 702 shares; 2025Q3: 653 shares 653 $211K 0.02% -49 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 54 shares; 2025Q2: 2,946 shares; 2025Q3: 2,946 shares 2,946 $210K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 1,804 shares; 2025Q1: 2,183 shares; 2025Q2: 2,277 shares; 2025Q3: 2,248 shares 2,248 $209K 0.02% -29 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,586 shares; 2025Q1: 1,648 shares; 2025Q2: 2,155 shares; 2025Q3: 1,843 shares 1,843 $209K 0.02% -312 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 8,644 shares; 2025Q1: 8,706 shares; 2025Q2: 8,795 shares; 2025Q3: 8,885 shares 8,885 $209K 0.02% +90 Timeline DFIC 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: 7,120 shares; 2025Q2: 7,120 shares; 2025Q3: 6,346 shares 6,346 $208K 0.02% -774 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,918 shares; 2024Q4: 9,886 shares; 2025Q1: 11,690 shares; 2025Q2: 11,973 shares; 2025Q3: 9,464 shares 9,464 $206K 0.02% -2,509 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: 4,186 shares; 2024Q4: 4,367 shares; 2025Q1: 4,415 shares; 2025Q2: 4,458 shares; 2025Q3: 4,555 shares 4,555 $205K 0.02% +97 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: 656 shares; 2024Q4: 1,078 shares; 2025Q1: 1,251 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares 1,016 $204K 0.02% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 539 shares; 2025Q1: 736 shares; 2025Q2: 1,099 shares; 2025Q3: 1,035 shares 1,035 $203K 0.02% -64 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 1,631 shares; 2025Q1: 2,041 shares; 2025Q2: 4,251 shares; 2025Q3: 4,129 shares 4,129 $202K 0.02% -122 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,643 shares; 2025Q1: 2,081 shares; 2025Q2: 2,019 shares; 2025Q3: 2,001 shares 2,001 $202K 0.02% -18 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 9 shares; 2025Q1: 29 shares; 2025Q2: 2,572 shares; 2025Q3: 2,587 shares 2,587 $200K 0.02% +15 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,018 shares; 2025Q1: 1,708 shares; 2025Q2: 2,495 shares; 2025Q3: 2,260 shares 2,260 $198K 0.02% -235 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,092 shares; 2024Q4: 7,481 shares; 2025Q1: 8,873 shares; 2025Q2: 8,910 shares; 2025Q3: 8,616 shares 8,616 $198K 0.02% -294 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 5,023 shares; 2025Q1: 5,023 shares; 2025Q2: 5,023 shares; 2025Q3: 5,023 shares 5,023 $198K 0.02% 0 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,301 shares; 2024Q4: 10,862 shares; 2025Q1: 7,247 shares; 2025Q2: 7,638 shares; 2025Q3: 7,113 shares 7,113 $197K 0.02% -525 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES 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: 3,635 shares 3,635 $196K 0.02% new 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: 444 shares; 2024Q4: 468 shares; 2025Q1: 535 shares; 2025Q2: 570 shares; 2025Q3: 629 shares 629 $195K 0.02% +59 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 448 shares; 2025Q1: 531 shares; 2025Q2: 658 shares; 2025Q3: 1,111 shares 1,111 $194K 0.02% +453 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,214 shares; 2025Q1: 2,665 shares; 2025Q2: 3,316 shares; 2025Q3: 3,177 shares 3,177 $194K 0.02% -139 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 375 shares; 2025Q1: 232 shares; 2025Q2: 307 shares; 2025Q3: 8,307 shares 8,307 $193K 0.01% +8,000 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 1,627 shares; 2025Q1: 1,627 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares 1,627 $193K 0.01% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 3,365 shares; 2025Q1: 2,465 shares; 2025Q2: 2,465 shares; 2025Q3: 2,465 shares 2,465 $191K 0.01% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,308 shares; 2025Q1: 2,328 shares; 2025Q2: 2,338 shares; 2025Q3: 2,338 shares 2,338 $191K 0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 93 shares; 2025Q1: 194 shares; 2025Q2: 2,243 shares; 2025Q3: 2,243 shares 2,243 $191K 0.01% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 120 shares; 2025Q1: 260 shares; 2025Q2: 2,045 shares; 2025Q3: 2,038 shares 2,038 $191K 0.01% -7 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: 3,251 shares; 2024Q4: 3,430 shares; 2025Q1: 3,013 shares; 2025Q2: 2,815 shares; 2025Q3: 2,830 shares 2,830 $190K 0.01% +15 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 2,051 shares; 2025Q1: 2,296 shares; 2025Q2: 2,867 shares; 2025Q3: 3,405 shares 3,405 $189K 0.01% +538 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 516 shares; 2025Q1: 540 shares; 2025Q2: 559 shares; 2025Q3: 725 shares 725 $188K 0.01% +166 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,124 shares; 2025Q1: 2,259 shares; 2025Q2: 2,195 shares; 2025Q3: 2,536 shares 2,536 $187K 0.01% +341 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,084 shares; 2025Q1: 1,289 shares; 2025Q2: 4,690 shares; 2025Q3: 4,800 shares 4,800 $186K 0.01% +110 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: 527 shares; 2024Q4: 536 shares; 2025Q1: 574 shares; 2025Q2: 561 shares; 2025Q3: 582 shares 582 $185K 0.01% +21 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 915 shares; 2025Q1: 1,008 shares; 2025Q2: 1,041 shares; 2025Q3: 1,180 shares 1,180 $185K 0.01% +139 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: 1,219 shares; 2024Q4: 1,289 shares; 2025Q1: 1,343 shares; 2025Q2: 1,269 shares; 2025Q3: 1,420 shares 1,420 $185K 0.01% +151 Timeline IGF 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: 3,005 shares; 2025Q3: 3,005 shares 3,005 $184K 0.01% 0 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,321 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares 1,272 $184K 0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 662 shares; 2025Q2: 823 shares; 2025Q3: 536 shares 536 $182K 0.01% -287 Timeline XME 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: 1,115 shares; 2024Q4: 1,936 shares; 2025Q1: 1,938 shares; 2025Q2: 1,941 shares; 2025Q3: 1,943 shares 1,943 $181K 0.01% +2 Timeline SPAB 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: 6,971 shares; 2024Q4: 6,980 shares; 2025Q1: 6,985 shares; 2025Q2: 6,993 shares; 2025Q3: 7,000 shares 7,000 $181K 0.01% +7 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,303 shares; 2024Q4: 6,976 shares; 2025Q1: 5,395 shares; 2025Q2: 6,031 shares; 2025Q3: 5,687 shares 5,687 $179K 0.01% -344 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 70 shares; 2025Q1: 96 shares; 2025Q2: 64 shares; 2025Q3: 316 shares 316 $179K 0.01% +252 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,893 shares; 2025Q1: 2,155 shares; 2025Q2: 2,197 shares; 2025Q3: 2,105 shares 2,105 $178K 0.01% -92 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 156 shares; 2025Q1: 177 shares; 2025Q2: 216 shares; 2025Q3: 247 shares 247 $177K 0.01% +31 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,431 shares; 2025Q1: 1,576 shares; 2025Q2: 1,688 shares; 2025Q3: 1,968 shares 1,968 $176K 0.01% +280 Timeline ESGD 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: 1,893 shares; 2024Q4: 1,893 shares; 2025Q1: 1,893 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares 1,893 $176K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 3,452 shares; 2025Q1: 2,870 shares; 2025Q2: 3,167 shares; 2025Q3: 3,100 shares 3,100 $176K 0.01% -67 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 46 shares; 2025Q2: 1,001 shares; 2025Q3: 1,386 shares 1,386 $175K 0.01% +385 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 1,589 shares; 2025Q1: 1,460 shares; 2025Q2: 2,915 shares; 2025Q3: 3,069 shares 3,069 $175K 0.01% +154 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 7,053 shares; 2025Q1: 7,265 shares; 2025Q2: 8,164 shares; 2025Q3: 8,922 shares 8,922 $174K 0.01% +758 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: 731 shares; 2024Q4: 812 shares; 2025Q1: 813 shares; 2025Q2: 829 shares; 2025Q3: 862 shares 862 $174K 0.01% +33 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,279 shares; 2025Q1: 1,531 shares; 2025Q2: 1,642 shares; 2025Q3: 1,579 shares 1,579 $173K 0.01% -63 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 27,690 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares 1,929 $173K 0.01% 0 Timeline CRBN 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: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares 760 $172K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,350 shares; 2025Q1: 1,168 shares; 2025Q2: 4,098 shares; 2025Q3: 4,831 shares 4,831 $172K 0.01% +733 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares 8,900 $171K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,534 shares; 2025Q1: 1,746 shares; 2025Q2: 2,167 shares; 2025Q3: 2,157 shares 2,157 $169K 0.01% -10 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 2,534 shares; 2025Q1: 3,504 shares; 2025Q2: 3,550 shares; 2025Q3: 3,397 shares 3,397 $169K 0.01% -153 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 3,754 shares; 2025Q1: 1,443 shares; 2025Q2: 1,444 shares; 2025Q3: 1,187 shares 1,187 $169K 0.01% -257 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,839 shares; 2024Q4: 12,221 shares; 2025Q1: 13,098 shares; 2025Q2: 18,967 shares; 2025Q3: 18,557 shares 18,557 $169K 0.01% -410 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,153 shares; 2025Q1: 1,137 shares; 2025Q2: 1,731 shares; 2025Q3: 1,675 shares 1,675 $168K 0.01% -56 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 3,854 shares; 2025Q1: 2,494 shares; 2025Q2: 2,494 shares; 2025Q3: 2,494 shares 2,494 $168K 0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,064 shares; 2024Q4: 3,024 shares; 2025Q1: 3,239 shares; 2025Q2: 3,236 shares; 2025Q3: 1,820 shares 1,820 $166K 0.01% -1,416 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 660 shares; 2025Q1: 794 shares; 2025Q2: 1,327 shares; 2025Q3: 1,231 shares 1,231 $166K 0.01% -96 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,300 shares; 2025Q1: 10,440 shares; 2025Q2: 10,511 shares; 2025Q3: 10,261 shares 10,261 $166K 0.01% -250 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 2,685 shares; 2025Q1: 2,720 shares; 2025Q2: 2,926 shares; 2025Q3: 2,918 shares 2,918 $165K 0.01% -8 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 237 shares; 2025Q1: 245 shares; 2025Q2: 255 shares; 2025Q3: 258 shares 258 $165K 0.01% +3 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,991 shares; 2025Q1: 1,904 shares; 2025Q2: 1,603 shares; 2025Q3: 2,310 shares 2,310 $164K 0.01% +707 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 264 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 199 shares 199 $164K 0.01% -3 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 1,509 shares; 2025Q1: 5,903 shares; 2025Q2: 5,914 shares; 2025Q3: 6,963 shares 6,963 $163K 0.01% +1,049 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 2,982 shares; 2025Q1: 2,982 shares; 2025Q2: 2,982 shares; 2025Q3: 2,767 shares 2,767 $163K 0.01% -215 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,509 shares; 2025Q1: 1,665 shares; 2025Q2: 2,113 shares; 2025Q3: 1,970 shares 1,970 $162K 0.01% -143 Timeline