IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,538 shares; 2024Q4: 152,204 shares; 2025Q1: 152,193 shares; 2025Q2: 163,197 shares; 2025Q3: 175,374 shares; 2025Q4: 183,289 shares 183,289 $15.5M 8.11% +7,915 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,169 shares; 2024Q4: 53,760 shares; 2025Q1: 50,306 shares; 2025Q2: 46,968 shares; 2025Q3: 49,309 shares; 2025Q4: 49,501 shares 49,501 $13.5M 7.07% +192 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,403 shares; 2024Q4: 322,167 shares; 2025Q1: 387,607 shares; 2025Q2: 457,116 shares; 2025Q3: 475,630 shares; 2025Q4: 479,601 shares 479,601 $11.9M 6.24% +3,971 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,457 shares; 2024Q4: 25,494 shares; 2025Q1: 25,057 shares; 2025Q2: 27,004 shares; 2025Q3: 30,345 shares; 2025Q4: 34,133 shares 34,133 $11.5M 6.01% +3,788 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,288 shares; 2024Q4: 227,886 shares; 2025Q1: 227,244 shares; 2025Q2: 232,814 shares; 2025Q3: 243,942 shares; 2025Q4: 267,374 shares 267,374 $10.9M 5.69% +23,432 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,825 shares; 2024Q4: 17,733 shares; 2025Q1: 23,059 shares; 2025Q2: 21,481 shares; 2025Q3: 19,977 shares; 2025Q4: 19,387 shares 19,387 $9.38M 4.9% -590 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,030 shares; 2024Q4: 21,111 shares; 2025Q1: 20,513 shares; 2025Q2: 20,637 shares; 2025Q3: 23,883 shares; 2025Q4: 26,872 shares 26,872 $8.21M 4.29% +2,989 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,041 shares; 2024Q4: 129,991 shares; 2025Q1: 128,655 shares; 2025Q2: 145,703 shares; 2025Q3: 160,876 shares; 2025Q4: 167,018 shares 167,018 $7.97M 4.17% +6,142 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,952 shares; 2024Q4: 29,553 shares; 2025Q1: 33,289 shares; 2025Q2: 39,343 shares; 2025Q3: 28,889 shares; 2025Q4: 25,222 shares 25,222 $7.89M 4.13% -3,667 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,096 shares; 2024Q4: 30,196 shares; 2025Q1: 37,339 shares; 2025Q2: 45,142 shares; 2025Q3: 43,773 shares; 2025Q4: 44,496 shares 44,496 $6.39M 3.34% +723 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,548 shares; 2024Q4: 18,237 shares; 2025Q1: 18,952 shares; 2025Q2: 18,777 shares; 2025Q3: 14,788 shares; 2025Q4: 13,188 shares 13,188 $6.38M 3.34% -1,600 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,408 shares; 2024Q4: 15,368 shares; 2025Q1: 14,991 shares; 2025Q2: 14,587 shares; 2025Q3: 14,467 shares; 2025Q4: 14,869 shares 14,869 $6.34M 3.31% +402 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,196 shares; 2024Q4: 36,676 shares; 2025Q1: 33,713 shares; 2025Q2: 31,346 shares; 2025Q3: 37,444 shares; 2025Q4: 34,098 shares 34,098 $6.25M 3.27% -3,346 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,950 shares; 2024Q4: 92,436 shares; 2025Q1: 84,116 shares; 2025Q2: 83,500 shares; 2025Q3: 78,424 shares; 2025Q4: 77,571 shares 77,571 $5.98M 3.12% -853 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,164 shares; 2024Q4: 27,398 shares; 2025Q1: 24,918 shares; 2025Q2: 26,681 shares; 2025Q3: 26,563 shares; 2025Q4: 25,637 shares 25,637 $5.86M 3.06% -926 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,724 shares; 2024Q4: 22,950 shares; 2025Q1: 22,157 shares; 2025Q2: 21,346 shares; 2025Q3: 21,618 shares; 2025Q4: 21,944 shares 21,944 $4.82M 2.52% +326 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,495 shares; 2024Q4: 17,755 shares; 2025Q1: 17,281 shares; 2025Q2: 17,031 shares; 2025Q3: 17,352 shares; 2025Q4: 17,292 shares 17,292 $4.45M 2.33% -60 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,403 shares; 2024Q4: 29,307 shares; 2025Q1: 29,444 shares; 2025Q2: 29,432 shares; 2025Q3: 30,344 shares; 2025Q4: 30,874 shares 30,874 $4.42M 2.31% +530 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,679 shares; 2024Q4: 66,799 shares; 2025Q1: 39,869 shares; 2025Q2: 35,480 shares; 2025Q3: 33,439 shares; 2025Q4: 31,468 shares 31,468 $3.63M 1.9% -1,971 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,164 shares; 2024Q4: 32,352 shares; 2025Q1: 29,245 shares; 2025Q2: 30,372 shares; 2025Q3: 35,206 shares; 2025Q4: 35,349 shares 35,349 $3.49M 1.83% +143 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,407 shares; 2024Q4: 85,758 shares; 2025Q1: 528,745 shares; 2025Q2: 595,184 shares; 2025Q3: 239,343 shares; 2025Q4: 240,005 shares 240,005 $3.44M 1.8% +662 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,965 shares; 2024Q4: 25,579 shares; 2025Q1: 20,801 shares; 2025Q2: 20,651 shares; 2025Q3: 22,297 shares; 2025Q4: 31,092 shares 31,092 $3.14M 1.64% +8,795 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,125 shares; 2025Q4: 54,241 shares 54,241 $2.93M 1.53% -1,884 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 9,533 shares; 2025Q1: 9,073 shares; 2025Q2: 7,801 shares; 2025Q3: 8,076 shares; 2025Q4: 6,475 shares 6,475 $2.8M 1.47% -1,601 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 762 shares; 2025Q2: 762 shares; 2025Q3: 4,393 shares; 2025Q4: 5,408 shares 5,408 $2.72M 1.42% +1,015 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,674 shares; 2024Q4: 43,590 shares; 2025Q1: 45,256 shares; 2025Q2: 44,731 shares; 2025Q3: 44,195 shares; 2025Q4: 49,297 shares 49,297 $2.65M 1.39% +5,102 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,721 shares; 2024Q4: 4,596 shares; 2025Q1: 3,325 shares; 2025Q2: 3,126 shares; 2025Q3: 12,831 shares; 2025Q4: 10,365 shares 10,365 $2.56M 1.34% -2,466 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,708 shares; 2024Q4: 53,487 shares; 2025Q1: 54,530 shares; 2025Q2: 58,464 shares; 2025Q3: 54,353 shares; 2025Q4: 49,304 shares 49,304 $2.54M 1.33% -5,049 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 2,963 shares; 2025Q1: 2,874 shares; 2025Q2: 2,781 shares; 2025Q3: 2,819 shares; 2025Q4: 2,899 shares 2,899 $2.5M 1.31% +80 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,972 shares; 2024Q4: 7,149 shares; 2025Q1: 7,165 shares; 2025Q2: 8,429 shares; 2025Q3: 7,691 shares; 2025Q4: 7,357 shares 7,357 $2.31M 1.21% -334 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,911 shares; 2024Q4: 44,136 shares; 2025Q1: 41,179 shares; 2025Q2: 38,459 shares; 2025Q3: 36,309 shares; 2025Q4: 23,582 shares 23,582 $2.06M 1.08% -12,727 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,821 shares; 2024Q4: 21,872 shares; 2025Q1: 20,904 shares; 2025Q2: 14,913 shares; 2025Q3: 13,816 shares; 2025Q4: 13,728 shares 13,728 $1.61M 0.84% -88 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 5,054 shares; 2025Q2: 5,054 shares; 2025Q3: 5,054 shares; 2025Q4: 5,061 shares 5,061 $944K 0.49% +7 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,748 shares; 2025Q3: 2,305 shares; 2025Q4: 2,439 shares 2,439 $786K 0.41% +134 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,567 shares; 2025Q4: 29,610 shares 29,610 $765K 0.4% +19,043 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,663 shares; 2024Q4: 5,873 shares; 2025Q1: 5,090 shares; 2025Q2: 5,341 shares; 2025Q3: 5,201 shares; 2025Q4: 5,411 shares 5,411 $678K 0.35% +210 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 8,611 shares; 2025Q1: 8,079 shares; 2025Q2: 5,041 shares; 2025Q3: 5,125 shares; 2025Q4: 5,144 shares 5,144 $511K 0.27% +19 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,065 shares; 2024Q4: 44,921 shares; 2025Q1: 38,316 shares; 2025Q2: 18,159 shares; 2025Q3: 38,203 shares; 2025Q4: 48,408 shares 48,408 $404K 0.21% +10,205 CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,110 shares; 2024Q4: 74,480 shares; 2025Q1: 67,019 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,724 shares 22,724 $393K 0.21% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,258 shares 1,258 $246K 0.13% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $239K 0.12% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,155 shares 4,155 $208K 0.11% new Timeline