VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,390 shares; 2024Q4: 66,554 shares; 2025Q1: 68,498 shares; 2025Q2: 68,561 shares; 2025Q3: 68,092 shares 68,092 $22.3M 5% -469 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,137 shares; 2024Q4: 85,705 shares; 2025Q1: 82,220 shares; 2025Q2: 81,329 shares; 2025Q3: 82,836 shares 82,836 $21.1M 4.72% +1,507 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,493 shares; 2024Q4: 51,633 shares; 2025Q1: 48,308 shares; 2025Q2: 47,505 shares; 2025Q3: 47,266 shares 47,266 $19M 4.25% -239 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,121 shares; 2024Q4: 35,910 shares; 2025Q1: 34,672 shares; 2025Q2: 33,382 shares; 2025Q3: 32,930 shares 32,930 $17.1M 3.81% -452 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,637 shares; 2024Q4: 105,917 shares; 2025Q1: 103,136 shares; 2025Q2: 101,451 shares; 2025Q3: 99,819 shares 99,819 $14.4M 3.23% -1,632 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,370 shares; 2024Q4: 15,129 shares; 2025Q1: 14,637 shares; 2025Q2: 14,373 shares; 2025Q3: 14,140 shares 14,140 $13.1M 2.93% -233 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,431 shares; 2024Q4: 26,193 shares; 2025Q1: 26,162 shares; 2025Q2: 26,089 shares; 2025Q3: 25,221 shares 25,221 $12.7M 2.83% -868 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,536 shares; 2024Q4: 60,203 shares; 2025Q1: 59,228 shares; 2025Q2: 57,524 shares; 2025Q3: 58,183 shares 58,183 $11M 2.47% +659 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,499 shares; 2024Q4: 72,195 shares; 2025Q1: 75,090 shares; 2025Q2: 73,150 shares; 2025Q3: 76,667 shares 76,667 $10.8M 2.42% +3,517 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,545 shares; 2024Q4: 56,392 shares; 2025Q1: 56,015 shares; 2025Q2: 54,044 shares; 2025Q3: 53,097 shares 53,097 $9.9M 2.21% -947 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,750 shares; 2024Q4: 95,478 shares; 2025Q1: 93,738 shares; 2025Q2: 91,492 shares; 2025Q3: 91,305 shares 91,305 $9.41M 2.1% -187 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,019 shares; 2024Q4: 23,485 shares; 2025Q1: 23,149 shares; 2025Q2: 23,047 shares; 2025Q3: 22,638 shares 22,638 $9.38M 2.1% -409 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,215 shares; 2024Q4: 45,280 shares; 2025Q1: 55,693 shares; 2025Q2: 59,587 shares; 2025Q3: 63,021 shares 63,021 $8.96M 2% +3,434 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,952 shares; 2024Q4: 40,463 shares; 2025Q1: 39,678 shares; 2025Q2: 39,527 shares; 2025Q3: 39,295 shares 39,295 $8.63M 1.93% -232 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,519 shares; 2024Q4: 40,429 shares; 2025Q1: 38,413 shares; 2025Q2: 37,247 shares; 2025Q3: 34,713 shares 34,713 $8.44M 1.89% -2,534 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,922 shares; 2024Q4: 37,432 shares; 2025Q1: 36,280 shares; 2025Q2: 35,301 shares; 2025Q3: 34,705 shares 34,705 $7.49M 1.67% -596 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,134 shares; 2024Q4: 285,567 shares; 2025Q1: 292,057 shares; 2025Q2: 284,104 shares; 2025Q3: 280,874 shares 280,874 $7.16M 1.6% -3,230 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,099 shares; 2024Q4: 10,100 shares; 2025Q1: 9,609 shares; 2025Q2: 9,547 shares; 2025Q3: 9,536 shares 9,536 $7.12M 1.59% -11 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,615 shares; 2024Q4: 46,693 shares; 2025Q1: 47,247 shares; 2025Q2: 45,808 shares; 2025Q3: 45,797 shares 45,797 $6.43M 1.44% -11 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,514 shares; 2024Q4: 26,302 shares; 2025Q1: 26,088 shares; 2025Q2: 26,210 shares; 2025Q3: 26,044 shares 26,044 $6.03M 1.35% -166 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,289 shares; 2024Q4: 19,400 shares; 2025Q1: 19,171 shares; 2025Q2: 17,837 shares; 2025Q3: 17,782 shares 17,782 $5.61M 1.25% -55 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 8,138 shares; 2025Q1: 7,785 shares; 2025Q2: 7,581 shares; 2025Q3: 7,548 shares 7,548 $5.05M 1.13% -33 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,100 shares; 2024Q4: 26,720 shares; 2025Q1: 25,110 shares; 2025Q2: 24,549 shares; 2025Q3: 24,368 shares 24,368 $4.52M 1.01% -181 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,846 shares; 2024Q4: 56,307 shares; 2025Q1: 58,653 shares; 2025Q2: 58,030 shares; 2025Q3: 53,335 shares 53,335 $4.48M 1% -4,695 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,244 shares; 2024Q4: 14,124 shares; 2025Q1: 14,471 shares; 2025Q2: 13,512 shares; 2025Q3: 13,094 shares 13,094 $4.32M 0.97% -418 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,067 shares; 2024Q4: 86,700 shares; 2025Q1: 85,058 shares; 2025Q2: 83,591 shares; 2025Q3: 83,599 shares 83,599 $4.31M 0.96% +8 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,898 shares; 2024Q4: 60,246 shares; 2025Q1: 60,696 shares; 2025Q2: 60,297 shares; 2025Q3: 59,001 shares 59,001 $4.25M 0.95% -1,296 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,642 shares; 2024Q4: 10,691 shares; 2025Q1: 10,628 shares; 2025Q2: 10,440 shares; 2025Q3: 10,376 shares 10,376 $4.2M 0.94% -64 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,471 shares; 2024Q4: 58,080 shares; 2025Q1: 61,830 shares; 2025Q2: 67,612 shares; 2025Q3: 83,060 shares 83,060 $4.14M 0.93% +15,448 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 8,847 shares; 2025Q1: 8,555 shares; 2025Q2: 8,280 shares; 2025Q3: 8,097 shares 8,097 $3.88M 0.87% -183 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 5,794 shares; 2025Q1: 5,740 shares; 2025Q2: 5,614 shares; 2025Q3: 5,419 shares 5,419 $3.61M 0.81% -195 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,036 shares; 2024Q4: 32,906 shares; 2025Q1: 32,712 shares; 2025Q2: 32,762 shares; 2025Q3: 31,645 shares 31,645 $3.56M 0.79% -1,117 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,304 shares; 2024Q4: 10,703 shares; 2025Q1: 10,022 shares; 2025Q2: 9,886 shares; 2025Q3: 9,760 shares 9,760 $3.33M 0.74% -126 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: 5,592 shares; 2025Q1: 5,570 shares; 2025Q2: 5,563 shares; 2025Q3: 5,406 shares 5,406 $3.25M 0.73% -157 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,966 shares; 2024Q4: 10,957 shares; 2025Q1: 10,799 shares; 2025Q2: 10,627 shares; 2025Q3: 10,582 shares 10,582 $3.22M 0.72% -45 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,115 shares; 2024Q4: 64,448 shares; 2025Q1: 58,683 shares; 2025Q2: 54,553 shares; 2025Q3: 54,498 shares 54,498 $3.02M 0.67% -55 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,824 shares; 2024Q4: 69,737 shares; 2025Q1: 68,632 shares; 2025Q2: 67,774 shares; 2025Q3: 64,784 shares 64,784 $2.85M 0.64% -2,990 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,202 shares; 2024Q4: 47,301 shares; 2025Q1: 55,409 shares; 2025Q2: 55,348 shares; 2025Q3: 57,392 shares 57,392 $2.83M 0.63% +2,044 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 11,246 shares; 2025Q1: 11,120 shares; 2025Q2: 11,106 shares; 2025Q3: 10,870 shares 10,870 $2.82M 0.63% -236 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,133 shares; 2024Q4: 15,925 shares; 2025Q1: 18,197 shares; 2025Q2: 18,153 shares; 2025Q3: 17,633 shares 17,633 $2.74M 0.61% -520 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,325 shares; 2024Q4: 23,525 shares; 2025Q1: 23,393 shares; 2025Q2: 23,826 shares; 2025Q3: 23,670 shares 23,670 $2.67M 0.6% -156 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,189 shares; 2024Q4: 16,189 shares; 2025Q1: 16,353 shares; 2025Q2: 16,419 shares; 2025Q3: 16,419 shares 16,419 $2.66M 0.6% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,088 shares; 2024Q4: 13,056 shares; 2025Q1: 11,854 shares; 2025Q2: 11,768 shares; 2025Q3: 11,683 shares 11,683 $2.58M 0.58% -85 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,611 shares; 2024Q4: 13,447 shares; 2025Q1: 13,768 shares; 2025Q2: 13,445 shares; 2025Q3: 13,069 shares 13,069 $2.48M 0.55% -376 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,643 shares; 2024Q4: 31,600 shares; 2025Q1: 31,327 shares; 2025Q2: 30,618 shares; 2025Q3: 30,585 shares 30,585 $2.47M 0.55% -33 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,130 shares; 2024Q4: 66,859 shares; 2025Q1: 67,668 shares; 2025Q2: 70,159 shares; 2025Q3: 90,285 shares 90,285 $2.46M 0.55% +20,126 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,923 shares; 2024Q4: 7,723 shares; 2025Q1: 7,456 shares; 2025Q2: 7,232 shares; 2025Q3: 7,057 shares 7,057 $2.44M 0.54% -175 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,019 shares; 2024Q4: 13,701 shares; 2025Q1: 12,507 shares; 2025Q2: 11,207 shares; 2025Q3: 9,275 shares 9,275 $2.42M 0.54% -1,932 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,567 shares; 2024Q4: 13,385 shares; 2025Q1: 12,386 shares; 2025Q2: 11,825 shares; 2025Q3: 11,830 shares 11,830 $2.38M 0.53% +5 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 9,345 shares; 2025Q1: 10,123 shares; 2025Q2: 10,160 shares; 2025Q3: 10,033 shares 10,033 $2.36M 0.53% -127 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,601 shares; 2024Q4: 11,936 shares; 2025Q1: 13,263 shares; 2025Q2: 10,951 shares; 2025Q3: 10,853 shares 10,853 $2.34M 0.52% -98 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,489 shares; 2025Q2: 16,812 shares; 2025Q3: 20,011 shares 20,011 $2.3M 0.51% +3,199 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,394 shares; 2024Q4: 7,230 shares; 2025Q1: 7,156 shares; 2025Q2: 6,902 shares; 2025Q3: 6,832 shares 6,832 $2.27M 0.51% -70 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,471 shares; 2024Q4: 14,212 shares; 2025Q1: 15,001 shares; 2025Q2: 14,557 shares; 2025Q3: 14,487 shares 14,487 $2.23M 0.5% -70 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,189 shares; 2024Q4: 17,234 shares; 2025Q1: 17,786 shares; 2025Q2: 16,939 shares; 2025Q3: 16,879 shares 16,879 $2.22M 0.5% -60 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,837 shares; 2025Q1: 3,564 shares; 2025Q2: 3,849 shares; 2025Q3: 3,616 shares 3,616 $2.21M 0.5% -233 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,739 shares; 2024Q4: 24,739 shares; 2025Q1: 22,024 shares; 2025Q2: 20,959 shares; 2025Q3: 20,878 shares 20,878 $2.18M 0.49% -81 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,674 shares; 2024Q4: 39,156 shares; 2025Q1: 33,716 shares; 2025Q2: 32,963 shares; 2025Q3: 32,481 shares 32,481 $2.15M 0.48% -482 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,257 shares; 2024Q4: 14,332 shares; 2025Q1: 13,913 shares; 2025Q2: 25,056 shares; 2025Q3: 29,131 shares 29,131 $2.14M 0.48% +4,075 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,917 shares; 2024Q4: 15,977 shares; 2025Q1: 15,725 shares; 2025Q2: 15,739 shares; 2025Q3: 15,601 shares 15,601 $2.09M 0.47% -138 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 10,257 shares; 2025Q1: 10,190 shares; 2025Q2: 10,028 shares; 2025Q3: 9,840 shares 9,840 $2.07M 0.46% -188 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,248 shares; 2024Q4: 28,080 shares; 2025Q1: 27,260 shares; 2025Q2: 26,705 shares; 2025Q3: 26,412 shares 26,412 $2.07M 0.46% -293 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,178 shares; 2024Q4: 18,607 shares; 2025Q1: 16,829 shares; 2025Q2: 15,214 shares; 2025Q3: 12,245 shares 12,245 $2M 0.45% -2,969 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,862 shares; 2024Q4: 28,491 shares; 2025Q1: 32,776 shares; 2025Q2: 32,223 shares; 2025Q3: 31,853 shares 31,853 $1.99M 0.44% -370 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,105 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,198 shares 4,198 $1.97M 0.44% +122 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,205 shares; 2024Q4: 22,999 shares; 2025Q1: 23,408 shares; 2025Q2: 23,409 shares; 2025Q3: 23,415 shares 23,415 $1.95M 0.44% +6 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 6,678 shares; 2025Q1: 5,729 shares; 2025Q2: 6,854 shares; 2025Q3: 10,034 shares 10,034 $1.95M 0.44% +3,180 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,936 shares; 2025Q1: 1,996 shares; 2025Q2: 2,023 shares; 2025Q3: 2,494 shares 2,494 $1.9M 0.43% +471 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,782 shares; 2024Q4: 15,058 shares; 2025Q1: 14,695 shares; 2025Q2: 11,630 shares; 2025Q3: 10,489 shares 10,489 $1.7M 0.38% -1,141 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,904 shares; 2024Q4: 5,869 shares; 2025Q1: 6,622 shares; 2025Q2: 8,668 shares; 2025Q3: 6,935 shares 6,935 $1.64M 0.37% -1,733 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,734 shares; 2025Q1: 6,651 shares; 2025Q2: 6,651 shares; 2025Q3: 6,651 shares 6,651 $1.57M 0.35% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: 3,427 shares; 2025Q1: 3,418 shares; 2025Q2: 3,388 shares; 2025Q3: 3,356 shares 3,356 $1.56M 0.35% -32 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,974 shares; 2024Q4: 18,753 shares; 2025Q1: 20,130 shares; 2025Q2: 19,639 shares; 2025Q3: 19,333 shares 19,333 $1.55M 0.35% -306 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,549 shares; 2024Q4: 19,772 shares; 2025Q1: 19,127 shares; 2025Q2: 19,178 shares; 2025Q3: 17,332 shares 17,332 $1.54M 0.34% -1,846 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,852 shares; 2024Q4: 57,187 shares; 2025Q1: 58,154 shares; 2025Q2: 58,756 shares; 2025Q3: 57,192 shares 57,192 $1.48M 0.33% -1,564 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,273 shares; 2024Q4: 20,341 shares; 2025Q1: 21,315 shares; 2025Q2: 20,495 shares; 2025Q3: 20,885 shares 20,885 $1.46M 0.33% +390 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,578 shares; 2024Q4: 4,578 shares; 2025Q1: 4,578 shares; 2025Q2: 4,578 shares; 2025Q3: 4,578 shares 4,578 $1.45M 0.33% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,353 shares; 2024Q4: 7,610 shares; 2025Q1: 7,049 shares; 2025Q2: 6,804 shares; 2025Q3: 6,766 shares 6,766 $1.42M 0.32% -38 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,722 shares; 2024Q4: 16,129 shares; 2025Q1: 14,490 shares; 2025Q2: 12,494 shares; 2025Q3: 12,343 shares 12,343 $1.41M 0.32% -151 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,869 shares; 2024Q4: 5,682 shares; 2025Q1: 5,698 shares; 2025Q2: 5,657 shares; 2025Q3: 5,645 shares 5,645 $1.37M 0.31% -12 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,159 shares; 2025Q1: 1,203 shares; 2025Q2: 1,140 shares; 2025Q3: 1,097 shares 1,097 $1.32M 0.29% -43 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,642 shares; 2024Q4: 6,874 shares; 2025Q1: 8,086 shares; 2025Q2: 8,005 shares; 2025Q3: 8,016 shares 8,016 $1.27M 0.28% +11 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,853 shares; 2025Q1: 4,369 shares; 2025Q2: 4,319 shares; 2025Q3: 4,382 shares 4,382 $1.24M 0.28% +63 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,519 shares; 2025Q2: 20,131 shares; 2025Q3: 23,951 shares 23,951 $1.23M 0.28% +3,820 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 755 shares; 2025Q1: 1,243 shares; 2025Q2: 1,414 shares; 2025Q3: 1,220 shares 1,220 $1.18M 0.26% -194 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,413 shares; 2024Q4: 7,431 shares; 2025Q1: 6,991 shares; 2025Q2: 7,042 shares; 2025Q3: 6,929 shares 6,929 $1.16M 0.26% -113 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 8,566 shares; 2025Q1: 7,992 shares; 2025Q2: 7,883 shares; 2025Q3: 7,926 shares 7,926 $1.11M 0.25% +43 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 2,001 shares; 2025Q1: 2,020 shares; 2025Q2: 1,987 shares; 2025Q3: 1,365 shares 1,365 $1.09M 0.24% -622 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,386 shares; 2025Q3: 12,386 shares 12,386 $1.02M 0.23% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,040 shares; 2024Q4: 13,153 shares; 2025Q1: 13,227 shares; 2025Q2: 13,206 shares; 2025Q3: 13,266 shares 13,266 $1M 0.22% +60 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,297 shares 21,297 $941K 0.21% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,483 shares; 2024Q4: 18,440 shares; 2025Q1: 15,995 shares; 2025Q2: 21,420 shares; 2025Q3: 19,982 shares 19,982 $901K 0.2% -1,438 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,931 shares; 2024Q4: 22,452 shares; 2025Q1: 24,152 shares; 2025Q2: 20,320 shares; 2025Q3: 20,411 shares 20,411 $898K 0.2% +91 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,983 shares; 2024Q4: 27,458 shares; 2025Q1: 27,322 shares; 2025Q2: 27,608 shares; 2025Q3: 27,466 shares 27,466 $863K 0.19% -142 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,576 shares; 2025Q2: 2,989 shares; 2025Q3: 3,089 shares 3,089 $863K 0.19% +100 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,356 shares; 2024Q4: 13,356 shares; 2025Q1: 13,356 shares; 2025Q2: 13,036 shares; 2025Q3: 13,058 shares 13,058 $863K 0.19% +22 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 3,709 shares; 2025Q1: 4,267 shares; 2025Q2: 4,157 shares; 2025Q3: 4,593 shares 4,593 $857K 0.19% +436 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,178 shares; 2024Q4: 14,414 shares; 2025Q1: 14,249 shares; 2025Q2: 14,252 shares; 2025Q3: 14,140 shares 14,140 $838K 0.19% -112 DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,212 shares; 2024Q4: 12,021 shares; 2025Q1: 12,106 shares; 2025Q2: 12,110 shares; 2025Q3: 12,115 shares 12,115 $825K 0.18% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,074 shares; 2024Q4: 17,668 shares; 2025Q1: 18,060 shares; 2025Q2: 17,438 shares; 2025Q3: 17,322 shares 17,322 $813K 0.18% -116 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,230 shares; 2024Q4: 35,409 shares; 2025Q1: 31,880 shares; 2025Q2: 27,773 shares; 2025Q3: 22,736 shares 22,736 $807K 0.18% -5,037 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,738 shares; 2024Q4: 15,844 shares; 2025Q1: 15,356 shares; 2025Q2: 15,541 shares; 2025Q3: 15,179 shares 15,179 $790K 0.18% -362 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,354 shares; 2024Q4: 9,141 shares; 2025Q1: 8,660 shares; 2025Q2: 8,589 shares; 2025Q3: 8,549 shares 8,549 $782K 0.17% -40 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,723 shares; 2025Q1: 5,824 shares; 2025Q2: 5,597 shares; 2025Q3: 5,667 shares 5,667 $781K 0.17% +70 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,629 shares; 2025Q1: 4,557 shares; 2025Q2: 4,557 shares; 2025Q3: 4,578 shares 4,578 $771K 0.17% +21 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,720 shares; 2025Q1: 1,736 shares; 2025Q2: 1,746 shares; 2025Q3: 1,595 shares 1,595 $761K 0.17% -151 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 2,483 shares 2,483 $758K 0.17% +5 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,523 shares; 2025Q1: 2,523 shares; 2025Q2: 2,788 shares; 2025Q3: 2,686 shares 2,686 $756K 0.17% -102 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,688 shares; 2025Q1: 1,676 shares; 2025Q2: 1,481 shares; 2025Q3: 1,444 shares 1,444 $721K 0.16% -37 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,238 shares; 2025Q1: 1,149 shares; 2025Q2: 1,458 shares; 2025Q3: 1,602 shares 1,602 $712K 0.16% +144 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,738 shares; 2025Q2: 15,085 shares; 2025Q3: 15,155 shares 15,155 $712K 0.16% +70 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,693 shares; 2024Q4: 10,483 shares; 2025Q1: 11,058 shares; 2025Q2: 10,861 shares; 2025Q3: 13,891 shares 13,891 $692K 0.15% +3,030 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,701 shares; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares 1,701 $666K 0.15% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 5,548 shares; 2025Q1: 5,787 shares; 2025Q2: 5,325 shares; 2025Q3: 5,116 shares 5,116 $644K 0.14% -209 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,054 shares; 2024Q4: 13,039 shares; 2025Q1: 10,928 shares; 2025Q2: 10,558 shares; 2025Q3: 10,837 shares 10,837 $638K 0.14% +279 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,270 shares; 2025Q1: 1,112 shares; 2025Q2: 1,103 shares; 2025Q3: 1,113 shares 1,113 $633K 0.14% +10 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 599 shares; 2025Q1: 700 shares; 2025Q2: 831 shares; 2025Q3: 855 shares 855 $628K 0.14% +24 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,524 shares; 2025Q1: 2,983 shares; 2025Q2: 2,980 shares; 2025Q3: 2,850 shares 2,850 $609K 0.14% -130 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,752 shares; 2025Q1: 3,909 shares; 2025Q2: 3,909 shares; 2025Q3: 5,005 shares 5,005 $604K 0.14% +1,096 Timeline GIND 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,500 shares; 2025Q3: 23,300 shares 23,300 $603K 0.13% +3,800 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,082 shares; 2024Q4: 17,239 shares; 2025Q1: 18,805 shares; 2025Q2: 21,273 shares; 2025Q3: 21,357 shares 21,357 $603K 0.13% +84 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 8,030 shares; 2025Q1: 8,025 shares; 2025Q2: 8,025 shares; 2025Q3: 7,925 shares 7,925 $599K 0.13% -100 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares 2,475 $599K 0.13% 0 Timeline QCJL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 29,000 shares; 2025Q1: 27,500 shares; 2025Q2: 26,000 shares; 2025Q3: 24,500 shares 24,500 $570K 0.13% -1,500 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,455 shares; 2025Q3: 8,891 shares 8,891 $553K 0.12% -564 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,469 shares; 2025Q2: 3,031 shares; 2025Q3: 5,689 shares 5,689 $541K 0.12% +2,658 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,490 shares; 2024Q4: 6,490 shares; 2025Q1: 6,490 shares; 2025Q2: 6,490 shares; 2025Q3: 6,454 shares 6,454 $535K 0.12% -36 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,289 shares; 2025Q1: 2,320 shares; 2025Q2: 2,252 shares; 2025Q3: 2,252 shares 2,252 $532K 0.12% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares 20,500 $530K 0.12% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,749 shares; 2025Q1: 1,786 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares 1,749 $525K 0.12% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,525 shares; 2025Q1: 3,456 shares; 2025Q2: 3,330 shares; 2025Q3: 3,026 shares 3,026 $503K 0.11% -304 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,174 shares; 2024Q4: 10,134 shares; 2025Q1: 10,101 shares; 2025Q2: 9,159 shares; 2025Q3: 9,225 shares 9,225 $497K 0.11% +66 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,421 shares; 2024Q4: 12,472 shares; 2025Q1: 9,114 shares; 2025Q2: 8,901 shares; 2025Q3: 7,266 shares 7,266 $496K 0.11% -1,635 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,574 shares; 2025Q1: 12,197 shares; 2025Q2: 7,097 shares; 2025Q3: 7,097 shares 7,097 $494K 0.11% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,456 shares; 2025Q1: 4,636 shares; 2025Q2: 4,751 shares; 2025Q3: 4,802 shares 4,802 $483K 0.11% +51 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares 3,488 $472K 0.11% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 4,297 shares; 2025Q1: 4,297 shares; 2025Q2: 4,282 shares; 2025Q3: 4,250 shares 4,250 $472K 0.11% -32 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,585 shares; 2025Q1: 1,610 shares; 2025Q2: 1,606 shares; 2025Q3: 1,659 shares 1,659 $468K 0.1% +53 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares 1,304 $464K 0.1% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,103 shares; 2025Q1: 2,103 shares; 2025Q2: 2,039 shares; 2025Q3: 2,059 shares 2,059 $452K 0.1% +20 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares 2,371 $452K 0.1% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,448 shares; 2024Q4: 7,350 shares; 2025Q1: 11,882 shares; 2025Q2: 4,312 shares; 2025Q3: 4,355 shares 4,355 $452K 0.1% +43 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,386 shares; 2025Q1: 1,472 shares; 2025Q2: 1,489 shares; 2025Q3: 1,496 shares 1,496 $450K 0.1% +7 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,137 shares; 2024Q4: 18,900 shares; 2025Q1: 17,994 shares; 2025Q2: 15,034 shares; 2025Q3: 13,791 shares 13,791 $436K 0.1% -1,243 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 8,796 shares; 2025Q1: 8,546 shares; 2025Q2: 8,691 shares; 2025Q3: 9,182 shares 9,182 $433K 0.1% +491 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,144 shares; 2024Q4: 10,006 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 10,650 shares 10,650 $431K 0.1% +1,050 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,312 shares; 2024Q4: 7,284 shares; 2025Q1: 7,164 shares; 2025Q2: 5,830 shares; 2025Q3: 5,022 shares 5,022 $425K 0.09% -808 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,996 shares 4,996 $423K 0.09% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,608 shares; 2025Q1: 6,805 shares; 2025Q2: 6,022 shares; 2025Q3: 5,051 shares 5,051 $422K 0.09% -971 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,555 shares; 2025Q2: 2,636 shares; 2025Q3: 2,244 shares 2,244 $409K 0.09% -392 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,856 shares; 2025Q3: 11,746 shares 11,746 $403K 0.09% +890 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,864 shares; 2025Q3: 4,864 shares 4,864 $389K 0.09% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,017 shares; 2024Q4: 5,437 shares; 2025Q1: 5,302 shares; 2025Q2: 5,412 shares; 2025Q3: 5,588 shares 5,588 $382K 0.09% +176 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,600 shares; 2025Q2: 1,414 shares; 2025Q3: 1,252 shares 1,252 $371K 0.08% -162 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,746 shares 1,746 $361K 0.08% +632 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,492 shares; 2025Q1: 2,741 shares; 2025Q2: 2,603 shares; 2025Q3: 2,544 shares 2,544 $354K 0.08% -59 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 4,115 shares; 2025Q1: 4,115 shares; 2025Q2: 4,115 shares; 2025Q3: 4,160 shares 4,160 $350K 0.08% +45 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,634 shares; 2025Q1: 3,634 shares; 2025Q2: 3,534 shares; 2025Q3: 3,334 shares 3,334 $344K 0.08% -200 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: 2,894 shares; 2025Q3: 2,755 shares 2,755 $341K 0.08% -139 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,158 shares; 2025Q1: 3,563 shares; 2025Q2: 3,743 shares; 2025Q3: 3,767 shares 3,767 $337K 0.08% +24 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,511 shares; 2025Q3: 5,881 shares 5,881 $326K 0.07% -1,630 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,870 shares; 2025Q3: 10,326 shares 10,326 $323K 0.07% -544 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,488 shares; 2025Q3: 13,559 shares 13,559 $311K 0.07% +4,071 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 5,825 shares; 2025Q1: 4,987 shares; 2025Q2: 4,762 shares; 2025Q3: 4,328 shares 4,328 $310K 0.07% -434 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,201 shares; 2025Q1: 8,267 shares; 2025Q2: 3,494 shares; 2025Q3: 3,221 shares 3,221 $308K 0.07% -273 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares 1,725 $307K 0.07% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 2,243 shares; 2025Q1: 2,068 shares; 2025Q2: 2,016 shares; 2025Q3: 2,045 shares 2,045 $298K 0.07% +29 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 4,599 shares; 2025Q1: 4,803 shares; 2025Q2: 4,693 shares; 2025Q3: 4,072 shares 4,072 $295K 0.07% -621 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 482 shares; 2025Q3: 473 shares 473 $291K 0.07% -9 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,128 shares; 2025Q1: 1,993 shares; 2025Q2: 1,893 shares; 2025Q3: 1,863 shares 1,863 $289K 0.06% -30 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 708 shares; 2025Q1: 643 shares; 2025Q2: 649 shares; 2025Q3: 570 shares 570 $260K 0.06% -79 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,279 shares 1,279 $260K 0.06% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,101 shares; 2024Q4: 14,313 shares; 2025Q1: 13,683 shares; 2025Q2: 11,656 shares; 2025Q3: 9,420 shares 9,420 $245K 0.05% -2,236 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 4,079 shares; 2025Q1: 3,018 shares; 2025Q2: 2,033 shares; 2025Q3: 1,820 shares 1,820 $245K 0.05% -213 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,228 shares; 2025Q1: not reported; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares 2,441 $245K 0.05% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 815 shares; 2025Q1: 814 shares; 2025Q2: 864 shares; 2025Q3: 848 shares 848 $239K 0.05% -16 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares 2,175 $239K 0.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,033 shares; 2025Q3: 769 shares 769 $226K 0.05% -264 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,042 shares 5,042 $225K 0.05% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 3,339 shares; 2025Q1: 3,506 shares; 2025Q2: 3,438 shares; 2025Q3: 3,344 shares 3,344 $224K 0.05% -94 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,218 shares 9,218 $208K 0.05% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 734 shares 734 $207K 0.05% +30 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,572 shares; 2025Q1: 2,572 shares; 2025Q2: 2,572 shares; 2025Q3: 2,628 shares 2,628 $206K 0.05% +56 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,115 shares 3,115 $204K 0.05% new Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares 3,264 $203K 0.05% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,442 shares 2,442 $202K 0.05% new Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares 11,000 $166K 0.04% 0 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,923 shares; 2025Q1: 10,923 shares; 2025Q2: 10,923 shares; 2025Q3: 10,923 shares 10,923 $141K 0.03% 0 Timeline