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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares 36 $26.2M 8.1% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,970 shares; 2024Q4: 35,437 shares; 2025Q1: 35,271 shares; 2025Q2: 35,248 shares 35,248 $20M 6.18% -23 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,719 shares; 2024Q4: 23,008 shares; 2025Q1: 22,661 shares; 2025Q2: 22,664 shares 22,664 $11.3M 3.48% +3 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,942 shares; 2024Q4: 122,248 shares; 2025Q1: 121,029 shares; 2025Q2: 120,743 shares 120,743 $7.49M 2.31% -286 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,149 shares; 2024Q4: 14,411 shares; 2025Q1: 15,222 shares; 2025Q2: 15,187 shares 15,187 $7.38M 2.28% -35 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,530 shares; 2024Q4: 33,081 shares; 2025Q1: 32,405 shares; 2025Q2: 32,953 shares 32,953 $6.76M 2.09% +548 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,302 shares; 2024Q4: 9,312 shares; 2025Q1: 9,474 shares; 2025Q2: 9,910 shares 9,910 $6.15M 1.9% +436 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,241 shares; 2024Q4: 27,182 shares; 2025Q1: 27,055 shares; 2025Q2: 27,644 shares 27,644 $6.06M 1.87% +589 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,241 shares; 2024Q4: 20,509 shares; 2025Q1: 20,293 shares; 2025Q2: 20,011 shares 20,011 $5.8M 1.79% -282 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,574 shares; 2024Q4: 9,304 shares; 2025Q1: 9,349 shares; 2025Q2: 9,352 shares 9,352 $5.78M 1.78% +3 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,008 shares; 2024Q4: 58,925 shares; 2025Q1: 59,167 shares; 2025Q2: 59,411 shares 59,411 $5.31M 1.64% +244 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 5,401 shares; 2025Q1: 5,349 shares; 2025Q2: 5,364 shares 5,364 $5.31M 1.64% +15 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,625 shares; 2024Q4: 15,734 shares; 2025Q1: 14,180 shares; 2025Q2: 14,236 shares 14,236 $5.05M 1.56% +56 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,767 shares; 2024Q4: 54,790 shares; 2025Q1: 55,401 shares; 2025Q2: 67,792 shares 67,792 $4.99M 1.54% +12,391 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,771 shares; 2024Q4: 6,447 shares; 2025Q1: 6,527 shares; 2025Q2: 6,634 shares 6,634 $4.9M 1.51% +107 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 5,269 shares; 2025Q1: 5,304 shares; 2025Q2: 5,364 shares 5,364 $4.18M 1.29% +60 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,583 shares; 2024Q4: 22,434 shares; 2025Q1: 21,981 shares; 2025Q2: 21,024 shares 21,024 $4.11M 1.27% -957 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 10,467 shares; 2025Q1: 10,344 shares; 2025Q2: 10,344 shares 10,344 $3.79M 1.17% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,884 shares; 2024Q4: 20,917 shares; 2025Q1: 20,395 shares; 2025Q2: 20,239 shares 20,239 $3.57M 1.1% -156 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,379 shares; 2024Q4: 16,882 shares; 2025Q1: 16,356 shares; 2025Q2: 16,567 shares 16,567 $3.39M 1.05% +211 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,076 shares; 2024Q4: 10,283 shares; 2025Q1: 10,318 shares; 2025Q2: 11,133 shares 11,133 $3.38M 1.04% +815 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,515 shares; 2024Q4: 25,505 shares; 2025Q1: 25,505 shares; 2025Q2: 25,505 shares 25,505 $3.35M 1.03% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,520 shares; 2024Q4: 17,425 shares; 2025Q1: 17,404 shares; 2025Q2: 17,244 shares 17,244 $3.06M 0.94% -160 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,833 shares; 2024Q4: 60,454 shares; 2025Q1: 60,526 shares; 2025Q2: 59,558 shares 59,558 $2.95M 0.91% -968 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,904 shares; 2024Q4: 16,801 shares; 2025Q1: 16,479 shares; 2025Q2: 16,461 shares 16,461 $2.62M 0.81% -18 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,907 shares; 2024Q4: 28,425 shares; 2025Q1: 28,095 shares; 2025Q2: 31,306 shares 31,306 $2.61M 0.81% +3,211 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,484 shares; 2024Q4: 29,983 shares; 2025Q1: 37,043 shares; 2025Q2: 43,353 shares 43,353 $2.55M 0.79% +6,310 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,723 shares; 2024Q4: 16,653 shares; 2025Q1: 16,364 shares; 2025Q2: 15,924 shares 15,924 $2.43M 0.75% -440 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,963 shares; 2024Q4: 23,034 shares; 2025Q1: 22,686 shares; 2025Q2: 21,570 shares 21,570 $2.36M 0.73% -1,116 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,088 shares; 2025Q1: 5,207 shares; 2025Q2: 5,237 shares 5,237 $2.3M 0.71% +30 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,325 shares; 2024Q4: 21,481 shares; 2025Q1: 21,304 shares; 2025Q2: 21,237 shares 21,237 $2.26M 0.7% -67 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,096 shares; 2024Q4: 12,981 shares; 2025Q1: 12,474 shares; 2025Q2: 12,118 shares 12,118 $2.25M 0.69% -356 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,221 shares; 2024Q4: 46,856 shares; 2025Q1: 45,488 shares; 2025Q2: 45,838 shares 45,838 $2.17M 0.67% +350 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 3,783 shares 3,783 $2.09M 0.64% +8 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,472 shares; 2024Q4: 28,294 shares; 2025Q1: 25,706 shares; 2025Q2: 24,869 shares 24,869 $1.99M 0.61% -837 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 17,121 shares; 2025Q1: 16,825 shares; 2025Q2: 15,565 shares 15,565 $1.92M 0.59% -1,260 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,314 shares; 2024Q4: 21,978 shares; 2025Q1: 25,883 shares; 2025Q2: 30,106 shares 30,106 $1.8M 0.56% +4,223 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,352 shares; 2024Q4: 16,191 shares; 2025Q1: 16,119 shares; 2025Q2: 15,769 shares 15,769 $1.74M 0.54% -350 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,722 shares; 2024Q4: 11,706 shares; 2025Q1: 11,626 shares; 2025Q2: 11,523 shares 11,523 $1.65M 0.51% -103 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 5,898 shares; 2025Q1: 6,298 shares; 2025Q2: 5,629 shares 5,629 $1.64M 0.51% -669 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 11,781 shares; 2025Q1: 11,781 shares; 2025Q2: 11,781 shares 11,781 $1.56M 0.48% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,818 shares; 2024Q4: 15,616 shares; 2025Q1: 15,805 shares; 2025Q2: 15,064 shares 15,064 $1.49M 0.46% -741 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,196 shares; 2024Q4: 8,894 shares; 2025Q1: 11,046 shares; 2025Q2: 13,425 shares 13,425 $1.4M 0.43% +2,379 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,505 shares; 2024Q4: 13,505 shares; 2025Q1: 13,505 shares; 2025Q2: 13,505 shares 13,505 $1.31M 0.4% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 3,262 shares; 2025Q1: 3,262 shares; 2025Q2: 3,262 shares 3,262 $1.29M 0.4% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,896 shares; 2024Q4: 40,704 shares; 2025Q1: 37,557 shares; 2025Q2: 26,172 shares 26,172 $1.28M 0.4% -11,385 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,368 shares; 2025Q1: 3,378 shares; 2025Q2: 5,492 shares 5,492 $1.26M 0.39% +2,114 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,950 shares; 2024Q4: 19,129 shares; 2025Q1: 19,129 shares; 2025Q2: 19,006 shares 19,006 $1.21M 0.37% -123 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,448 shares; 2024Q4: 17,357 shares; 2025Q1: 17,299 shares; 2025Q2: 17,128 shares 17,128 $1.19M 0.37% -171 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,445 shares; 2024Q4: 19,097 shares; 2025Q1: 17,287 shares; 2025Q2: 14,811 shares 14,811 $1.18M 0.36% -2,476 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5,917 shares; 2025Q1: 6,091 shares; 2025Q2: 6,556 shares 6,556 $1.16M 0.36% +465 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 5,633 shares; 2025Q1: 5,520 shares; 2025Q2: 5,283 shares 5,283 $1.14M 0.35% -237 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 5,155 shares; 2025Q1: 5,755 shares; 2025Q2: 7,199 shares 7,199 $1.14M 0.35% +1,444 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,922 shares; 2024Q4: 25,922 shares; 2025Q1: 25,922 shares; 2025Q2: 25,922 shares 25,922 $1.13M 0.35% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,632 shares; 2024Q4: 3,632 shares; 2025Q1: 3,676 shares; 2025Q2: 3,676 shares 3,676 $1.12M 0.35% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,856 shares; 2024Q4: 26,856 shares; 2025Q1: 26,911 shares; 2025Q2: 36,014 shares 36,014 $1.09M 0.34% +9,103 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,866 shares; 2024Q4: 14,786 shares; 2025Q1: 15,044 shares; 2025Q2: 14,894 shares 14,894 $1.05M 0.33% -150 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 4,760 shares; 2025Q1: 4,678 shares; 2025Q2: 4,511 shares 4,511 $1.05M 0.32% -167 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: 966 shares; 2025Q2: 966 shares 966 $1.01M 0.31% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 11,338 shares; 2025Q1: 10,274 shares; 2025Q2: 10,254 shares 10,254 $1M 0.31% -20 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,796 shares; 2024Q4: 16,866 shares; 2025Q1: 16,806 shares; 2025Q2: 17,378 shares 17,378 $991K 0.31% +572 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,670 shares; 2024Q4: 14,217 shares; 2025Q1: 14,030 shares; 2025Q2: 16,071 shares 16,071 $965K 0.3% +2,041 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,609 shares; 2025Q1: 2,631 shares; 2025Q2: 3,361 shares 3,361 $941K 0.29% +730 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,667 shares; 2024Q4: 7,709 shares; 2025Q1: 7,548 shares; 2025Q2: 7,071 shares 7,071 $934K 0.29% -477 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares 2,990 $922K 0.28% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,237 shares; 2025Q1: 3,159 shares; 2025Q2: 3,024 shares 3,024 $904K 0.28% -135 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,340 shares; 2024Q4: 12,857 shares; 2025Q1: 13,604 shares; 2025Q2: 13,633 shares 13,633 $872K 0.27% +29 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 11,972 shares; 2025Q1: 10,018 shares; 2025Q2: 9,759 shares 9,759 $869K 0.27% -259 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,842 shares; 2024Q4: 6,774 shares; 2025Q1: 6,838 shares; 2025Q2: 6,479 shares 6,479 $864K 0.27% -359 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,631 shares; 2024Q4: 32,529 shares; 2025Q1: 32,529 shares; 2025Q2: 32,529 shares 32,529 $862K 0.27% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,907 shares; 2025Q1: 5,115 shares; 2025Q2: 5,095 shares 5,095 $838K 0.26% -20 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 15,399 shares; 2025Q1: 15,399 shares; 2025Q2: 15,344 shares 15,344 $828K 0.26% -55 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,318 shares; 2025Q1: 3,268 shares; 2025Q2: 3,068 shares 3,068 $821K 0.25% -200 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 3,680 shares 3,680 $816K 0.25% -25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,524 shares; 2025Q1: 2,621 shares; 2025Q2: 2,626 shares 2,626 $809K 0.25% +5 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,007 shares; 2024Q4: 6,117 shares; 2025Q1: 6,015 shares; 2025Q2: 5,776 shares 5,776 $786K 0.24% -239 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,924 shares; 2024Q4: 10,572 shares; 2025Q1: 9,841 shares; 2025Q2: 8,277 shares 8,277 $777K 0.24% -1,564 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,492 shares; 2024Q4: 35,175 shares; 2025Q1: 35,103 shares; 2025Q2: 28,597 shares 28,597 $763K 0.24% -6,506 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 7,767 shares; 2025Q1: 7,831 shares; 2025Q2: 7,781 shares 7,781 $739K 0.23% -50 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,248 shares; 2025Q1: 2,241 shares; 2025Q2: 2,343 shares 2,343 $731K 0.23% +102 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 5,736 shares; 2025Q1: 5,630 shares; 2025Q2: 5,787 shares 5,787 $718K 0.22% +157 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 934 shares; 2025Q1: 3,231 shares; 2025Q2: 3,208 shares 3,208 $709K 0.22% -23 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 5,402 shares; 2025Q1: 4,947 shares; 2025Q2: 5,022 shares 5,022 $707K 0.22% +75 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,302 shares; 2025Q1: 2,522 shares; 2025Q2: 2,466 shares 2,466 $701K 0.22% -56 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,448 shares; 2024Q4: 6,398 shares; 2025Q1: 6,440 shares; 2025Q2: 6,440 shares 6,440 $694K 0.21% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,269 shares; 2025Q1: 2,268 shares; 2025Q2: 2,348 shares 2,348 $685K 0.21% +80 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 13,413 shares; 2025Q1: 13,413 shares; 2025Q2: 13,413 shares 13,413 $676K 0.21% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,813 shares; 2025Q1: 1,864 shares; 2025Q2: 1,844 shares 1,844 $676K 0.21% -20 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,409 shares; 2024Q4: 15,367 shares; 2025Q1: 15,353 shares; 2025Q2: 15,353 shares 15,353 $674K 0.21% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 6,262 shares; 2025Q1: 6,262 shares; 2025Q2: 6,262 shares 6,262 $660K 0.2% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,107 shares; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,196 shares 10,196 $636K 0.2% -161 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 3,812 shares; 2025Q1: 4,044 shares; 2025Q2: 4,330 shares 4,330 $632K 0.2% +286 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,820 shares; 2025Q1: 2,132 shares; 2025Q2: 2,281 shares 2,281 $629K 0.19% +149 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares 1,340 $629K 0.19% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,119 shares; 2025Q1: 2,119 shares; 2025Q2: 2,119 shares 2,119 $625K 0.19% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,383 shares; 2025Q1: 4,283 shares; 2025Q2: 4,283 shares 4,283 $623K 0.19% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,282 shares; 2025Q1: 3,282 shares; 2025Q2: 3,282 shares 3,282 $619K 0.19% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,420 shares; 2024Q4: 12,518 shares; 2025Q1: 12,633 shares; 2025Q2: 12,743 shares 12,743 $615K 0.19% +110 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,760 shares; 2024Q4: 19,110 shares; 2025Q1: 27,197 shares; 2025Q2: 27,197 shares 27,197 $612K 0.19% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,619 shares; 2024Q4: 13,769 shares; 2025Q1: 13,462 shares; 2025Q2: 13,462 shares 13,462 $609K 0.19% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 14,625 shares; 2025Q1: 25,432 shares; 2025Q2: 25,432 shares 25,432 $606K 0.19% 0 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,585 shares; 2024Q4: 7,650 shares; 2025Q1: 7,650 shares; 2025Q2: 7,650 shares 7,650 $592K 0.18% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,560 shares; 2024Q4: 21,025 shares; 2025Q1: 25,396 shares; 2025Q2: 25,396 shares 25,396 $582K 0.18% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,256 shares; 2025Q1: 3,093 shares; 2025Q2: 3,159 shares 3,159 $580K 0.18% +66 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,517 shares; 2025Q1: 1,447 shares; 2025Q2: 1,469 shares 1,469 $568K 0.18% +22 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,339 shares; 2024Q4: 7,292 shares; 2025Q1: 7,195 shares; 2025Q2: 7,174 shares 7,174 $568K 0.18% -21 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,502 shares; 2025Q2: 3,614 shares 3,614 $564K 0.17% +112 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,707 shares; 2024Q4: 13,133 shares; 2025Q1: 12,313 shares; 2025Q2: 10,746 shares 10,746 $562K 0.17% -1,567 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,668 shares; 2024Q4: 2,647 shares; 2025Q1: 2,527 shares; 2025Q2: 2,565 shares 2,565 $561K 0.17% +38 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,333 shares; 2025Q1: 2,246 shares; 2025Q2: 2,361 shares 2,361 $560K 0.17% +115 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 4,253 shares; 2025Q1: 4,215 shares; 2025Q2: 4,206 shares 4,206 $556K 0.17% -9 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,645 shares; 2025Q2: 1,665 shares 1,665 $545K 0.17% +20 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,438 shares; 2024Q4: 7,474 shares; 2025Q1: 7,495 shares; 2025Q2: 5,887 shares 5,887 $541K 0.17% -1,608 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: 14,235 shares; 2025Q1: 13,370 shares; 2025Q2: 12,470 shares 12,470 $540K 0.17% -900 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,104 shares 2,104 $533K 0.16% -126 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,422 shares; 2025Q1: 6,713 shares; 2025Q2: 6,886 shares 6,886 $533K 0.16% +173 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,843 shares; 2024Q4: 16,275 shares; 2025Q1: 23,765 shares; 2025Q2: 22,478 shares 22,478 $525K 0.16% -1,287 MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,608 shares; 2024Q4: 3,464 shares; 2025Q1: 3,444 shares; 2025Q2: 3,444 shares 3,444 $524K 0.16% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 2,803 shares; 2025Q1: 2,530 shares; 2025Q2: 2,493 shares 2,493 $518K 0.16% -37 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 63 shares; 2025Q1: 305 shares; 2025Q2: 5,634 shares 5,634 $517K 0.16% +5,329 Timeline RPV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 5,443 shares; 2025Q1: 5,443 shares; 2025Q2: 5,443 shares 5,443 $510K 0.16% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,036 shares; 2025Q1: 3,136 shares; 2025Q2: 3,176 shares 3,176 $506K 0.16% +40 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 14,637 shares; 2025Q1: 14,637 shares; 2025Q2: 17,831 shares 17,831 $500K 0.15% +3,194 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 2,118 shares; 2025Q1: 2,498 shares; 2025Q2: 2,740 shares 2,740 $498K 0.15% +242 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 1,990 shares; 2025Q1: 2,250 shares; 2025Q2: 2,427 shares 2,427 $497K 0.15% +177 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 3,467 shares; 2025Q1: 5,143 shares; 2025Q2: 5,143 shares 5,143 $493K 0.15% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 7,471 shares; 2025Q1: 7,729 shares; 2025Q2: 7,740 shares 7,740 $491K 0.15% +11 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 832 shares; 2025Q1: 832 shares; 2025Q2: 858 shares 858 $482K 0.15% +26 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 5,665 shares; 2025Q1: 5,665 shares; 2025Q2: 5,665 shares 5,665 $476K 0.15% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,779 shares; 2024Q4: 2,687 shares; 2025Q1: 2,654 shares; 2025Q2: 2,599 shares 2,599 $473K 0.15% -55 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 2,068 shares 2,068 $465K 0.14% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,084 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares 1,089 $462K 0.14% 0 Timeline VT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,548 shares; 2025Q1: 3,555 shares; 2025Q2: 3,573 shares 3,573 $459K 0.14% +18 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,591 shares; 2024Q4: 19,695 shares; 2025Q1: 19,260 shares; 2025Q2: 18,460 shares 18,460 $447K 0.14% -800 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 4,961 shares; 2025Q1: 5,368 shares; 2025Q2: 4,907 shares 4,907 $447K 0.14% -461 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,735 shares; 2025Q1: 1,609 shares; 2025Q2: 1,634 shares 1,634 $446K 0.14% +25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 15,972 shares; 2025Q1: 15,972 shares; 2025Q2: 18,162 shares 18,162 $444K 0.14% +2,190 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 4,707 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares 4,707 $433K 0.13% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,513 shares; 2025Q1: 1,581 shares; 2025Q2: 1,547 shares 1,547 $429K 0.13% -34 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 410 shares; 2025Q2: 410 shares 410 $422K 0.13% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,316 shares; 2025Q1: 2,201 shares; 2025Q2: 2,271 shares 2,271 $416K 0.13% +70 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,059 shares; 2024Q4: 7,019 shares; 2025Q1: 7,019 shares; 2025Q2: 7,019 shares 7,019 $412K 0.13% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 3,712 shares; 2025Q1: 3,615 shares; 2025Q2: 3,378 shares 3,378 $409K 0.13% -237 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,102 shares; 2025Q1: 4,002 shares; 2025Q2: 4,002 shares 4,002 $402K 0.12% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,885 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 5,772 shares 5,772 $399K 0.12% +887 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,586 shares; 2025Q1: 3,595 shares; 2025Q2: 3,603 shares 3,603 $395K 0.12% +8 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 3,009 shares; 2025Q1: 3,005 shares; 2025Q2: 2,990 shares 2,990 $393K 0.12% -15 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 5,803 shares; 2025Q1: 4,386 shares; 2025Q2: 4,273 shares 4,273 $392K 0.12% -113 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 4,619 shares; 2025Q1: 4,599 shares; 2025Q2: 4,599 shares 4,599 $390K 0.12% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares 6,700 $385K 0.12% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,127 shares; 2025Q1: 2,086 shares; 2025Q2: 1,963 shares 1,963 $383K 0.12% -123 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 3,502 shares; 2025Q1: 4,322 shares; 2025Q2: 4,322 shares 4,322 $381K 0.12% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 817 shares; 2025Q1: 742 shares; 2025Q2: 750 shares 750 $381K 0.12% +8 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 11,000 shares 11,000 $372K 0.11% +1,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,375 shares; 2024Q4: 18,372 shares; 2025Q1: 18,326 shares; 2025Q2: 17,344 shares 17,344 $367K 0.11% -982 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,309 shares; 2025Q1: 2,309 shares; 2025Q2: 2,200 shares 2,200 $365K 0.11% -109 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 7,756 shares; 2025Q1: 7,832 shares; 2025Q2: 7,832 shares 7,832 $363K 0.11% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares 1,865 $362K 0.11% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,732 shares; 2025Q1: 1,712 shares; 2025Q2: 1,567 shares 1,567 $359K 0.11% -145 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares 1,067 $348K 0.11% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 14,127 shares; 2025Q1: 15,492 shares; 2025Q2: 15,492 shares 15,492 $346K 0.11% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 3,999 shares; 2025Q1: 4,031 shares; 2025Q2: 3,771 shares 3,771 $346K 0.11% -260 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,990 shares; 2024Q4: 11,990 shares; 2025Q1: 11,990 shares; 2025Q2: 14,370 shares 14,370 $342K 0.11% +2,380 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 10,770 shares; 2025Q1: 11,532 shares; 2025Q2: 11,568 shares 11,568 $338K 0.1% +36 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 3,394 shares; 2025Q1: 3,394 shares; 2025Q2: 3,394 shares 3,394 $335K 0.1% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 212 shares; 2025Q2: 218 shares 218 $332K 0.1% +6 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,282 shares 1,282 $330K 0.1% +160 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,370 shares; 2024Q4: 9,856 shares; 2025Q1: 9,856 shares; 2025Q2: 9,856 shares 9,856 $323K 0.1% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 2,742 shares; 2025Q1: 3,590 shares; 2025Q2: 3,445 shares 3,445 $321K 0.1% -145 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 866 shares; 2025Q1: 792 shares; 2025Q2: 792 shares 792 $321K 0.1% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 325 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $317K 0.1% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,588 shares; 2024Q4: 12,122 shares; 2025Q1: 11,812 shares; 2025Q2: 10,812 shares 10,812 $313K 0.1% -1,000 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,957 shares; 2025Q1: 10,957 shares; 2025Q2: 16,628 shares 16,628 $311K 0.1% +5,671 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,711 shares; 2024Q4: 4,711 shares; 2025Q1: 4,361 shares; 2025Q2: 4,461 shares 4,461 $310K 0.1% +100 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,535 shares; 2025Q1: 2,444 shares; 2025Q2: 2,594 shares 2,594 $309K 0.1% +150 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 2,487 shares; 2025Q1: 2,507 shares; 2025Q2: 6,221 shares 6,221 $308K 0.1% +3,714 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 376 shares 376 $296K 0.09% +14 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares 520 $295K 0.09% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,395 shares; 2025Q1: 8,395 shares; 2025Q2: 17,634 shares 17,634 $291K 0.09% +9,239 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 544 shares; 2025Q1: 511 shares; 2025Q2: 532 shares 532 $289K 0.09% +21 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,933 shares; 2025Q1: 6,933 shares; 2025Q2: 14,589 shares 14,589 $287K 0.09% +7,656 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,118 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares 1,091 $286K 0.09% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,734 shares; 2025Q2: 2,734 shares 2,734 $281K 0.09% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 3,075 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares 3,075 $281K 0.09% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 6,822 shares; 2025Q1: 6,822 shares; 2025Q2: 6,022 shares 6,022 $273K 0.08% -800 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,132 shares; 2025Q1: 1,096 shares; 2025Q2: 1,096 shares 1,096 $271K 0.08% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 3,263 shares; 2025Q1: 3,263 shares; 2025Q2: 3,376 shares 3,376 $266K 0.08% +113 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares 985 $265K 0.08% 0 Timeline FVD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 5,194 shares; 2025Q1: 5,781 shares; 2025Q2: 5,929 shares 5,929 $265K 0.08% +148 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,584 shares; 2025Q1: 1,147 shares; 2025Q2: 1,160 shares 1,160 $263K 0.08% +13 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 4,986 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares 4,986 $261K 0.08% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 330 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $260K 0.08% 0 Timeline XMLV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares 4,200 $259K 0.08% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 5,871 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares 5,600 $259K 0.08% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,412 shares; 2025Q1: 3,412 shares; 2025Q2: 2,932 shares 2,932 $256K 0.08% -480 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares 3,725 $255K 0.08% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 2,359 shares; 2025Q2: 2,414 shares 2,414 $254K 0.08% +55 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,875 shares; 2024Q4: 6,483 shares; 2025Q1: 6,899 shares; 2025Q2: 7,014 shares 7,014 $250K 0.08% +115 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 5,500 shares; 2025Q1: 4,925 shares; 2025Q2: 4,925 shares 4,925 $250K 0.08% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,960 shares; 2025Q1: 3,960 shares; 2025Q2: 3,960 shares 3,960 $248K 0.08% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 542 shares; 2025Q2: 469 shares 469 $247K 0.08% -73 Timeline AVUS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares 2,450 $247K 0.08% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,292 shares; 2025Q1: 2,317 shares; 2025Q2: 2,069 shares 2,069 $244K 0.08% -248 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 3,000 shares; 2025Q1: 3,250 shares; 2025Q2: 6,000 shares 6,000 $244K 0.08% +2,750 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 1,935 shares; 2025Q2: 2,035 shares 2,035 $243K 0.08% +100 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 2,735 shares; 2025Q1: 3,204 shares; 2025Q2: 3,204 shares 3,204 $243K 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,830 shares; 2024Q4: 5,691 shares; 2025Q1: 5,230 shares; 2025Q2: 4,880 shares 4,880 $240K 0.07% -350 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares 1,440 $235K 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,870 shares 2,870 $234K 0.07% +152 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares 457 $228K 0.07% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 635 shares 635 $227K 0.07% -12 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares 26,000 $226K 0.07% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 2,439 shares; 2025Q1: 2,826 shares; 2025Q2: 2,826 shares 2,826 $225K 0.07% 0 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 2,600 shares; 2025Q1: 2,750 shares; 2025Q2: 4,000 shares 4,000 $225K 0.07% +1,250 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 634 shares; 2025Q1: 579 shares; 2025Q2: 579 shares 579 $225K 0.07% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,777 shares; 2025Q1: 2,021 shares; 2025Q2: 2,021 shares 2,021 $222K 0.07% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares 2,121 $220K 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 895 shares; 2025Q2: 805 shares 805 $220K 0.07% -90 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 6,774 shares; 2025Q1: 4,374 shares; 2025Q2: 4,374 shares 4,374 $220K 0.07% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 510 shares; 2025Q2: 555 shares 555 $220K 0.07% +45 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,128 shares; 2024Q4: 3,288 shares; 2025Q1: 3,460 shares; 2025Q2: 2,673 shares 2,673 $213K 0.07% -787 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,890 shares; 2025Q1: 2,890 shares; 2025Q2: 2,890 shares 2,890 $212K 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 3,109 shares; 2025Q1: 3,109 shares; 2025Q2: 2,898 shares 2,898 $211K 0.07% -211 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares 3,110 $209K 0.06% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,649 shares; 2024Q4: 6,983 shares; 2025Q1: 6,306 shares; 2025Q2: 5,841 shares 5,841 $208K 0.06% -465 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 2,920 shares; 2025Q1: 2,439 shares; 2025Q2: 2,439 shares 2,439 $208K 0.06% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,849 shares; 2025Q1: 3,849 shares; 2025Q2: 3,849 shares 3,849 $203K 0.06% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,495 shares; 2025Q1: 3,395 shares; 2025Q2: 2,830 shares 2,830 $201K 0.06% -565 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 4,880 shares; 2025Q1: 4,880 shares; 2025Q2: 4,880 shares 4,880 $198K 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 6,368 shares; 2025Q1: 6,368 shares; 2025Q2: 7,729 shares 7,729 $196K 0.06% +1,361 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 3,986 shares; 2025Q1: 3,986 shares; 2025Q2: 3,986 shares 3,986 $195K 0.06% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 737 shares; 2025Q1: 744 shares; 2025Q2: 694 shares 694 $194K 0.06% -50 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,120 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares 6,120 $190K 0.06% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 2,818 shares; 2025Q1: 2,836 shares; 2025Q2: 2,864 shares 2,864 $188K 0.06% +28 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 2,819 shares; 2025Q1: 2,819 shares; 2025Q2: 2,259 shares 2,259 $187K 0.06% -560 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 500 shares; 2025Q1: 540 shares; 2025Q2: 585 shares 585 $186K 0.06% +45 Timeline KNG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 3,747 shares; 2025Q1: 3,747 shares; 2025Q2: 3,747 shares 3,747 $184K 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 277 shares 277 $184K 0.06% -44 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 2,941 shares; 2025Q1: 2,941 shares; 2025Q2: 2,926 shares 2,926 $184K 0.06% -15 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,215 shares 2,215 $178K 0.05% -40 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 4,000 shares; 2025Q1: 4,500 shares; 2025Q2: 5,500 shares 5,500 $176K 0.05% +1,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 543 shares 543 $174K 0.05% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 614 shares; 2025Q1: 671 shares; 2025Q2: 607 shares 607 $173K 0.05% -64 Timeline SDVY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 4,255 shares; 2025Q1: 4,255 shares; 2025Q2: 4,850 shares 4,850 $171K 0.05% +595 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,373 shares 1,373 $170K 0.05% +335 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 703 shares 703 $169K 0.05% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,936 shares; 2025Q1: 1,836 shares; 2025Q2: 2,501 shares 2,501 $169K 0.05% +665 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: 1,264 shares 1,264 $169K 0.05% -107 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 317 shares 317 $168K 0.05% +40 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 841 shares; 2025Q1: 949 shares; 2025Q2: 831 shares 831 $167K 0.05% -118 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares 5,800 $166K 0.05% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares 720 $160K 0.05% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares 1,180 $160K 0.05% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,796 shares; 2024Q4: 11,588 shares; 2025Q1: 10,163 shares; 2025Q2: 7,107 shares 7,107 $159K 0.05% -3,056 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares 2,800 $159K 0.05% 0 Timeline LMBS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,296 shares; 2025Q1: 3,220 shares; 2025Q2: 3,220 shares 3,220 $159K 0.05% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 3,001 shares; 2025Q1: 2,610 shares; 2025Q2: 2,454 shares 2,454 $158K 0.05% -156 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 1,540 shares; 2025Q1: 1,483 shares; 2025Q2: 1,749 shares 1,749 $158K 0.05% +266 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 4,157 shares; 2025Q1: 4,157 shares; 2025Q2: 4,157 shares 4,157 $156K 0.05% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,785 shares; 2025Q1: 1,697 shares; 2025Q2: 1,537 shares 1,537 $155K 0.05% -160 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 425 shares; 2025Q1: 498 shares; 2025Q2: 528 shares 528 $155K 0.05% +30 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares 1,412 $154K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,713 shares; 2025Q1: 1,711 shares; 2025Q2: 1,709 shares 1,709 $153K 0.05% -2 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 2,026 shares; 2025Q1: 1,731 shares; 2025Q2: 1,531 shares 1,531 $151K 0.05% -200 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares 2,456 $150K 0.05% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 1,621 shares; 2025Q1: 1,360 shares; 2025Q2: 1,360 shares 1,360 $149K 0.05% 0 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,433 shares; 2024Q4: 7,433 shares; 2025Q1: 7,433 shares; 2025Q2: 7,433 shares 7,433 $148K 0.05% 0 Timeline CIBR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,942 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares 1,941 $147K 0.05% 0 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares 3,084 $145K 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,255 shares; 2025Q2: 1,348 shares 1,348 $145K 0.04% +93 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 536 shares 536 $143K 0.04% -32 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,498 shares; 2025Q2: 1,054 shares 1,054 $142K 0.04% -444 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,572 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares 1,564 $142K 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares 1,312 $140K 0.04% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 1,243 shares; 2025Q1: 1,243 shares; 2025Q2: 1,243 shares 1,243 $139K 0.04% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 631 shares 631 $138K 0.04% +3 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares 15,000 $138K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 586 shares; 2025Q1: 973 shares; 2025Q2: 968 shares 968 $137K 0.04% -5 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 503 shares; 2025Q1: 274 shares; 2025Q2: 451 shares 451 $137K 0.04% +177 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,506 shares; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares 1,506 $137K 0.04% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 745 shares 745 $136K 0.04% +194 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 881 shares 881 $136K 0.04% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 3,000 shares 3,000 $135K 0.04% +1,000 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 4,403 shares; 2025Q1: 4,403 shares; 2025Q2: 4,403 shares 4,403 $133K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,675 shares; 2025Q1: 1,872 shares; 2025Q2: 1,869 shares 1,869 $132K 0.04% -3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 499 shares; 2025Q1: 648 shares; 2025Q2: 698 shares 698 $130K 0.04% +50 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,971 shares; 2024Q4: 15,971 shares; 2025Q1: 800 shares; 2025Q2: 1,292 shares 1,292 $130K 0.04% +492 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 3,670 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares 3,605 $129K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 3,176 shares; 2025Q1: 2,889 shares; 2025Q2: 2,789 shares 2,789 $129K 0.04% -100 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 709 shares; 2025Q2: 456 shares 456 $129K 0.04% -253 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,552 shares 2,552 $127K 0.04% +402 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 5,027 shares; 2025Q1: 5,027 shares; 2025Q2: 5,027 shares 5,027 $127K 0.04% 0 BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 3,682 shares; 2025Q1: 3,940 shares; 2025Q2: 3,940 shares 3,940 $125K 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 2,940 shares; 2025Q1: 2,950 shares; 2025Q2: 2,915 shares 2,915 $125K 0.04% -35 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 757 shares; 2025Q1: 1,547 shares; 2025Q2: 1,599 shares 1,599 $124K 0.04% +52 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 246 shares; 2025Q1: 279 shares; 2025Q2: 279 shares 279 $123K 0.04% 0 Timeline XMHQ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 900 shares; 2025Q2: 1,250 shares 1,250 $123K 0.04% +350 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 3,964 shares; 2025Q1: 3,964 shares; 2025Q2: 3,964 shares 3,964 $120K 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares 232 $118K 0.04% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 4,844 shares; 2025Q1: 4,842 shares; 2025Q2: 4,842 shares 4,842 $117K 0.04% 0 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 4,120 shares; 2025Q1: 4,120 shares; 2025Q2: 6,135 shares 6,135 $116K 0.04% +2,015 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares 1,105 $116K 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 4,482 shares; 2025Q1: 4,137 shares; 2025Q2: 4,167 shares 4,167 $115K 0.04% +30 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 1,272 shares 1,272 $115K 0.04% +1,194 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 163 shares 163 $114K 0.04% +13 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 820 shares; 2025Q2: 820 shares 820 $114K 0.04% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 5,665 shares; 2025Q1: 5,612 shares; 2025Q2: 5,088 shares 5,088 $112K 0.03% -524 Timeline VGK 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares 1,450 $112K 0.03% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 528 shares 528 $112K 0.03% +200 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 513 shares; 2025Q1: 402 shares; 2025Q2: 402 shares 402 $111K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 586 shares; 2025Q1: 669 shares; 2025Q2: 669 shares 669 $110K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 121 shares; 2025Q2: 121 shares 121 $108K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 151 shares 151 $107K 0.03% +10 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 871 shares 871 $106K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 364 shares 364 $105K 0.03% -88 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,581 shares; 2025Q1: 3,581 shares; 2025Q2: 5,015 shares 5,015 $105K 0.03% +1,434 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares 982 $102K 0.03% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 2,173 shares; 2025Q2: 2,173 shares 2,173 $102K 0.03% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 430 shares; 2025Q1: 896 shares; 2025Q2: 871 shares 871 $99.6K 0.03% -25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 197 shares; 2025Q2: 186 shares 186 $99.3K 0.03% -11 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 700 shares; 2025Q1: 770 shares; 2025Q2: 770 shares 770 $99.3K 0.03% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares 1,250 $99.1K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 17 shares 17 $98.4K 0.03% -7 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares 1,895 $98.2K 0.03% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,255 shares; 2025Q1: 1,105 shares; 2025Q2: 1,307 shares 1,307 $96.5K 0.03% +202 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares 1,075 $94.4K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares 294 $93.8K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 300 shares; 2025Q1: 956 shares; 2025Q2: 982 shares 982 $93.6K 0.03% +26 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,497 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares 1,367 $93.1K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 845 shares; 2025Q2: 829 shares 829 $91.9K 0.03% -16 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,334 shares 1,334 $91.7K 0.03% +84 Timeline VNQI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,954 shares; 2025Q1: 1,954 shares; 2025Q2: 1,954 shares 1,954 $90.2K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 600 shares 600 $89.7K 0.03% +200 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares 2,057 $89.7K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 278 shares; 2025Q1: 354 shares; 2025Q2: 354 shares 354 $88.8K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 185 shares; 2025Q1: 189 shares; 2025Q2: 189 shares 189 $87.5K 0.03% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 942 shares; 2025Q2: 942 shares 942 $86.8K 0.03% 0 Timeline XLP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares 1,069 $86.6K 0.03% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500 $86.4K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares 354 $86K 0.03% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 1,038 shares; 2025Q1: 938 shares; 2025Q2: 843 shares 843 $85K 0.03% -95 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,206 shares 1,206 $84.9K 0.03% +192 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 483 shares; 2025Q1: 588 shares; 2025Q2: 1,288 shares 1,288 $84.4K 0.03% +700 Timeline EQWL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 766 shares; 2025Q2: 766 shares 766 $84.2K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 767 shares; 2025Q2: 501 shares 501 $84.2K 0.03% -266 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 2,002 shares 2,002 $84.1K 0.03% +1,001 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,726 shares; 2025Q1: 1,334 shares; 2025Q2: 1,745 shares 1,745 $83.5K 0.03% +411 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,159 shares; 2025Q1: 997 shares; 2025Q2: 1,192 shares 1,192 $83.3K 0.03% +195 Timeline FTCS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 914 shares 914 $83.1K 0.03% -274 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 537 shares 537 $82.2K 0.03% -15 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,121 shares; 2025Q2: 677 shares 677 $82.2K 0.03% -444 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 237 shares 237 $81.4K 0.03% -92 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 1,864 shares; 2025Q2: 1,864 shares 1,864 $80.8K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 110 shares; 2025Q2: 184 shares 184 $80.5K 0.02% +74 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,373 shares 2,373 $79.1K 0.02% -213 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 59 shares 59 $79K 0.02% +27 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares 1,470 $78.3K 0.02% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 3,175 shares 3,175 $77.1K 0.02% +1,040 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,322 shares; 2025Q1: 6,673 shares; 2025Q2: 7,427 shares 7,427 $77K 0.02% +754 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares 332 $76.8K 0.02% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 963 shares; 2025Q1: 963 shares; 2025Q2: 963 shares 963 $75.7K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 1,831 shares; 2025Q1: 1,048 shares; 2025Q2: 1,018 shares 1,018 $75.7K 0.02% -30 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 951 shares 951 $75.5K 0.02% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $75.5K 0.02% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,006 shares; 2025Q1: 4,006 shares; 2025Q2: 4,006 shares 4,006 $75.4K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 1,240 shares; 2025Q1: 1,042 shares; 2025Q2: 1,092 shares 1,092 $74.9K 0.02% +50 Timeline FDL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,382 shares; 2025Q1: 2,327 shares; 2025Q2: 1,764 shares 1,764 $73.9K 0.02% -563 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $73.3K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 968 shares 968 $71.7K 0.02% +197 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,300 shares 6,300 $71.5K 0.02% new Timeline FTGS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,086 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares 2,086 $71.3K 0.02% 0 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 2,395 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares 2,395 $71K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares 27 $70.6K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares 450 $69.2K 0.02% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 550 shares; 2025Q1: 1,270 shares; 2025Q2: 1,253 shares 1,253 $68.2K 0.02% -17 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,237 shares; 2025Q2: 1,127 shares 1,127 $67.7K 0.02% -110 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 992 shares; 2025Q2: 992 shares 992 $66.5K 0.02% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares 2,425 $65.8K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,245 shares; 2025Q1: 918 shares; 2025Q2: 919 shares 919 $65.5K 0.02% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 268 shares; 2025Q1: 512 shares; 2025Q2: 527 shares 527 $65K 0.02% +15 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 847 shares; 2025Q2: 847 shares 847 $64.9K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,087 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares 1,117 $63.1K 0.02% 0 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,491 shares; 2025Q1: 4,491 shares; 2025Q2: 4,491 shares 4,491 $63.1K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 501 shares; 2025Q1: 471 shares; 2025Q2: 471 shares 471 $62.7K 0.02% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares 644 $62.6K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 592 shares; 2025Q1: 492 shares; 2025Q2: 492 shares 492 $62.4K 0.02% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares 290 $62.2K 0.02% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares 1,816 $62.1K 0.02% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,489 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares 1,547 $62K 0.02% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 1,619 shares; 2025Q1: 1,510 shares; 2025Q2: 781 shares 781 $62K 0.02% -729 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares 1,075 $62K 0.02% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares 456 $61.8K 0.02% 0 Timeline FSIG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,206 shares; 2025Q1: 3,206 shares; 2025Q2: 3,206 shares 3,206 $61.3K 0.02% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 53 shares; 2025Q2: 455 shares 455 $61.2K 0.02% +402 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 829 shares; 2025Q2: 829 shares 829 $60.9K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 683 shares 683 $59.6K 0.02% +533 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $59.3K 0.02% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $59K 0.02% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 1,249 shares; 2025Q1: 961 shares; 2025Q2: 2,390 shares 2,390 $58.7K 0.02% +1,429 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares 1,120 $58.1K 0.02% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares 225 $58K 0.02% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 1,343 shares 1,343 $58K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares 79 $57.9K 0.02% 0 Timeline FGD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares 2,100 $57.8K 0.02% 0 Timeline BLV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 802 shares; 2025Q1: 817 shares; 2025Q2: 831 shares 831 $57.8K 0.02% +14 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 72 shares 72 $57.7K 0.02% +9 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 216 shares 216 $57.5K 0.02% +56 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150 $57.5K 0.02% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 2,885 shares; 2025Q1: 2,391 shares; 2025Q2: 2,184 shares 2,184 $56.9K 0.02% -207 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 103 shares; 2025Q2: 103 shares 103 $56.5K 0.02% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 969 shares; 2025Q1: 945 shares; 2025Q2: 911 shares 911 $56.3K 0.02% -34 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 618 shares; 2025Q2: 618 shares 618 $56.3K 0.02% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 510 shares; 2025Q1: 685 shares; 2025Q2: 685 shares 685 $55.8K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 930 shares; 2025Q1: 880 shares; 2025Q2: 754 shares 754 $55.2K 0.02% -126 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 578 shares 578 $55.2K 0.02% 0 Timeline FTSM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares 915 $54.8K 0.02% 0 Timeline RPG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares 1,185 $54.2K 0.02% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 628 shares; 2025Q2: 1,264 shares 1,264 $54.2K 0.02% +636 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares 1,362 $53.2K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 494 shares; 2025Q1: 262 shares; 2025Q2: 252 shares 252 $52.8K 0.02% -10 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares 220 $52.4K 0.02% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 728 shares; 2025Q2: 728 shares 728 $52.4K 0.02% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,962 shares 1,962 $52.4K 0.02% +646 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 2,754 shares; 2025Q1: 2,432 shares; 2025Q2: 1,632 shares 1,632 $52.2K 0.02% -800 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 127 shares; 2025Q2: 67 shares 67 $51.4K 0.02% -60 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 232 shares 232 $51.3K 0.02% -45 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares 740 $51K 0.02% 0 Timeline RWL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 488 shares; 2025Q2: 488 shares 488 $50.9K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares 489 $50.9K 0.02% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $50.8K 0.02% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 263 shares; 2025Q2: 263 shares 263 $50.7K 0.02% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares 493 $49.9K 0.02% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 538 shares; 2025Q2: 538 shares 538 $49.8K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 730 shares; 2025Q1: 450 shares; 2025Q2: 365 shares 365 $49.8K 0.02% -85 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 91 shares; 2025Q1: 102 shares; 2025Q2: 127 shares 127 $49.4K 0.02% +25 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares 312 $49.2K 0.02% 0 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,258 shares; 2025Q1: 2,272 shares; 2025Q2: 2,398 shares 2,398 $49.1K 0.02% +126 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,176 shares; 2025Q2: 1,044 shares 1,044 $49K 0.02% -132 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares 158 $48.9K 0.02% 0 Timeline FDN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares 180 $48.5K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $48.1K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,222 shares 1,222 $48K 0.01% +18 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 184 shares 184 $47.1K 0.01% +43 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares 382 $46.8K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 838 shares; 2025Q1: 662 shares; 2025Q2: 622 shares 622 $46.4K 0.01% -40 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares 800 $46.3K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 313 shares 313 $46.2K 0.01% -23 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares 1,100 $45.2K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 278 shares; 2025Q2: 278 shares 278 $45.2K 0.01% 0 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares 1,816 $45.2K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares 1,061 $44.9K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 311 shares 311 $44.5K 0.01% 0 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares 429 $44.2K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775 shares 775 $43.5K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 864 shares 864 $43.1K 0.01% +244 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,391 shares; 2025Q1: 3,899 shares; 2025Q2: 2,757 shares 2,757 $42.4K 0.01% -1,142 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 502 shares; 2025Q1: 420 shares; 2025Q2: 420 shares 420 $41.2K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares 650 $40.8K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 170 shares 170 $40.8K 0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares 735 $40.6K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares 178 $40.5K 0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,623 shares 4,623 $40.5K 0.01% new Timeline XLV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $40.4K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares 169 $40.2K 0.01% 0 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,895 shares 2,895 $40.2K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 370 shares 370 $39.8K 0.01% +73 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 4,051 shares; 2025Q1: 4,051 shares; 2025Q2: 4,051 shares 4,051 $39.7K 0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares 450 $39.5K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,084 shares; 2025Q1: 815 shares; 2025Q2: 815 shares 815 $39.2K 0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,004 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares 1,044 $39.2K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 3,619 shares; 2025Q1: 3,619 shares; 2025Q2: 3,399 shares 3,399 $39K 0.01% -220 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares 483 $38.8K 0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,021 shares; 2025Q2: 4,569 shares 4,569 $38.7K 0.01% +548 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 204 shares; 2025Q2: 204 shares 204 $38.6K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 388 shares; 2025Q1: 438 shares; 2025Q2: 340 shares 340 $38.6K 0.01% -98 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares 1,400 $38.4K 0.01% 0 Timeline XLG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 692 shares; 2025Q1: 733 shares; 2025Q2: 735 shares 735 $38.3K 0.01% +2 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares 3,500 $38.2K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares 220 $37.9K 0.01% 0 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,789 shares 1,789 $37.5K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,496 shares; 2025Q1: 942 shares; 2025Q2: 542 shares 542 $37.4K 0.01% -400 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,355 shares 3,355 $37.3K 0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,433 shares 1,433 $37.3K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,059 shares; 2025Q1: 2,059 shares; 2025Q2: 859 shares 859 $36.9K 0.01% -1,200 Timeline BLACKROCK MUNICIPAL INCOME … BLACKROCK MUNICIPAL INCOME QUA More: the full row for BLACKROCK MUNICIPAL INCOME QUA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,495 shares; 2025Q1: 3,495 shares; 2025Q2: 3,495 shares 3,495 $36.9K 0.01% 0 HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 220 shares 220 $36.5K 0.01% +45 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares 281 $36.2K 0.01% 0 Timeline BLACKROCK MUNIHOLDINGS QUAL… BLACKROCK MUNIHOLDINGS QUALITY More: the full row for BLACKROCK MUNIHOLDINGS QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,760 shares 3,760 $36K 0.01% 0 XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,151 shares 6,151 $35.6K 0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,034 shares; 2025Q1: 879 shares; 2025Q2: 879 shares 879 $35.4K 0.01% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 774 shares; 2025Q1: 778 shares; 2025Q2: 784 shares 784 $35K 0.01% +6 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares 290 $34.8K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 428 shares 428 $34.4K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,202 shares 4,202 $33.7K 0.01% new Timeline SPGP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 486 shares; 2025Q1: 311 shares; 2025Q2: 312 shares 312 $33.6K 0.01% +1 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 474 shares; 2025Q1: 439 shares; 2025Q2: 439 shares 439 $33.3K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 891 shares; 2025Q1: 1,695 shares; 2025Q2: 985 shares 985 $33.3K 0.01% -710 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 206 shares; 2025Q2: 115 shares 115 $33.1K 0.01% -91 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,262 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares 1,126 $33.1K 0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares 1,800 $32.9K 0.01% 0 Timeline