AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,137 shares; 2024Q4: 85,705 shares; 2025Q1: 82,220 shares; 2025Q2: 81,329 shares; 2025Q3: 82,836 shares; 2025Q4: 82,388 shares 82,388 $22.4M 4.9% -448 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,390 shares; 2024Q4: 66,554 shares; 2025Q1: 68,498 shares; 2025Q2: 68,561 shares; 2025Q3: 68,092 shares; 2025Q4: 66,560 shares 66,560 $22.3M 4.88% -1,532 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,493 shares; 2024Q4: 51,633 shares; 2025Q1: 48,308 shares; 2025Q2: 47,505 shares; 2025Q3: 47,266 shares; 2025Q4: 46,495 shares 46,495 $19.2M 4.2% -771 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,121 shares; 2024Q4: 35,910 shares; 2025Q1: 34,672 shares; 2025Q2: 33,382 shares; 2025Q3: 32,930 shares; 2025Q4: 32,920 shares 32,920 $15.9M 3.48% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,637 shares; 2024Q4: 105,917 shares; 2025Q1: 103,136 shares; 2025Q2: 101,451 shares; 2025Q3: 99,819 shares; 2025Q4: 99,538 shares 99,538 $15.3M 3.34% -281 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,431 shares; 2024Q4: 26,193 shares; 2025Q1: 26,162 shares; 2025Q2: 26,089 shares; 2025Q3: 25,221 shares; 2025Q4: 25,079 shares 25,079 $12.6M 2.76% -142 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,370 shares; 2024Q4: 15,129 shares; 2025Q1: 14,637 shares; 2025Q2: 14,373 shares; 2025Q3: 14,140 shares; 2025Q4: 14,103 shares 14,103 $12.2M 2.66% -37 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,499 shares; 2024Q4: 72,195 shares; 2025Q1: 75,090 shares; 2025Q2: 73,150 shares; 2025Q3: 76,667 shares; 2025Q4: 81,041 shares 81,041 $11.6M 2.54% +4,374 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,536 shares; 2024Q4: 60,203 shares; 2025Q1: 59,228 shares; 2025Q2: 57,524 shares; 2025Q3: 58,183 shares; 2025Q4: 58,714 shares 58,714 $11.2M 2.46% +531 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,519 shares; 2024Q4: 40,429 shares; 2025Q1: 38,413 shares; 2025Q2: 37,247 shares; 2025Q3: 34,713 shares; 2025Q4: 34,275 shares 34,275 $10.7M 2.35% -438 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,750 shares; 2024Q4: 95,478 shares; 2025Q1: 93,738 shares; 2025Q2: 91,492 shares; 2025Q3: 91,305 shares; 2025Q4: 91,150 shares 91,150 $10.2M 2.22% -155 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,545 shares; 2024Q4: 56,392 shares; 2025Q1: 56,015 shares; 2025Q2: 54,044 shares; 2025Q3: 53,097 shares; 2025Q4: 52,808 shares 52,808 $10.1M 2.21% -289 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,019 shares; 2024Q4: 23,485 shares; 2025Q1: 23,149 shares; 2025Q2: 23,047 shares; 2025Q3: 22,638 shares; 2025Q4: 22,197 shares 22,197 $9.37M 2.05% -441 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,215 shares; 2024Q4: 45,280 shares; 2025Q1: 55,693 shares; 2025Q2: 59,587 shares; 2025Q3: 63,021 shares; 2025Q4: 65,340 shares 65,340 $9.22M 2.02% +2,319 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,952 shares; 2024Q4: 40,463 shares; 2025Q1: 39,678 shares; 2025Q2: 39,527 shares; 2025Q3: 39,295 shares; 2025Q4: 39,678 shares 39,678 $9.16M 2% +383 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,922 shares; 2024Q4: 37,432 shares; 2025Q1: 36,280 shares; 2025Q2: 35,301 shares; 2025Q3: 34,705 shares; 2025Q4: 34,261 shares 34,261 $7.53M 1.65% -444 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,099 shares; 2024Q4: 10,100 shares; 2025Q1: 9,609 shares; 2025Q2: 9,547 shares; 2025Q3: 9,536 shares; 2025Q4: 9,451 shares 9,451 $7.12M 1.56% -85 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,514 shares; 2024Q4: 26,302 shares; 2025Q1: 26,088 shares; 2025Q2: 26,210 shares; 2025Q3: 26,044 shares; 2025Q4: 26,382 shares 26,382 $6.03M 1.32% +338 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,134 shares; 2024Q4: 285,567 shares; 2025Q1: 292,057 shares; 2025Q2: 284,104 shares; 2025Q3: 280,874 shares; 2025Q4: 240,964 shares 240,964 $6M 1.31% -39,910 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,615 shares; 2024Q4: 46,693 shares; 2025Q1: 47,247 shares; 2025Q2: 45,808 shares; 2025Q3: 45,797 shares; 2025Q4: 41,206 shares 41,206 $5.91M 1.29% -4,591 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,289 shares; 2024Q4: 19,400 shares; 2025Q1: 19,171 shares; 2025Q2: 17,837 shares; 2025Q3: 17,782 shares; 2025Q4: 17,696 shares 17,696 $5.7M 1.25% -86 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,846 shares; 2024Q4: 56,307 shares; 2025Q1: 58,653 shares; 2025Q2: 58,030 shares; 2025Q3: 53,335 shares; 2025Q4: 52,281 shares 52,281 $5.5M 1.2% -1,054 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 8,138 shares; 2025Q1: 7,785 shares; 2025Q2: 7,581 shares; 2025Q3: 7,548 shares; 2025Q4: 7,499 shares 7,499 $5.14M 1.12% -49 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,471 shares; 2024Q4: 58,080 shares; 2025Q1: 61,830 shares; 2025Q2: 67,612 shares; 2025Q3: 83,060 shares; 2025Q4: 102,393 shares 102,393 $5.08M 1.11% +19,333 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,100 shares; 2024Q4: 26,720 shares; 2025Q1: 25,110 shares; 2025Q2: 24,549 shares; 2025Q3: 24,368 shares; 2025Q4: 24,036 shares 24,036 $4.97M 1.09% -332 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,067 shares; 2024Q4: 86,700 shares; 2025Q1: 85,058 shares; 2025Q2: 83,591 shares; 2025Q3: 83,599 shares; 2025Q4: 84,336 shares 84,336 $4.64M 1.01% +737 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,244 shares; 2024Q4: 14,124 shares; 2025Q1: 14,471 shares; 2025Q2: 13,512 shares; 2025Q3: 13,094 shares; 2025Q4: 12,175 shares 12,175 $4.21M 0.92% -919 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,898 shares; 2024Q4: 60,246 shares; 2025Q1: 60,696 shares; 2025Q2: 60,297 shares; 2025Q3: 59,001 shares; 2025Q4: 58,954 shares 58,954 $4.15M 0.91% -47 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 8,847 shares; 2025Q1: 8,555 shares; 2025Q2: 8,280 shares; 2025Q3: 8,097 shares; 2025Q4: 8,096 shares 8,096 $3.95M 0.86% -1 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 5,794 shares; 2025Q1: 5,740 shares; 2025Q2: 5,614 shares; 2025Q3: 5,419 shares; 2025Q4: 5,364 shares 5,364 $3.66M 0.8% -55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,036 shares; 2024Q4: 32,906 shares; 2025Q1: 32,712 shares; 2025Q2: 32,762 shares; 2025Q3: 31,645 shares; 2025Q4: 33,059 shares 33,059 $3.59M 0.79% +1,414 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,304 shares; 2024Q4: 10,703 shares; 2025Q1: 10,022 shares; 2025Q2: 9,886 shares; 2025Q3: 9,760 shares; 2025Q4: 9,776 shares 9,776 $3.43M 0.75% +16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: 5,592 shares; 2025Q1: 5,570 shares; 2025Q2: 5,563 shares; 2025Q3: 5,406 shares; 2025Q4: 5,459 shares 5,459 $3.35M 0.73% +53 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,966 shares; 2024Q4: 10,957 shares; 2025Q1: 10,799 shares; 2025Q2: 10,627 shares; 2025Q3: 10,582 shares; 2025Q4: 10,676 shares 10,676 $3.26M 0.71% +94 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,642 shares; 2024Q4: 10,691 shares; 2025Q1: 10,628 shares; 2025Q2: 10,440 shares; 2025Q3: 10,376 shares; 2025Q4: 9,281 shares 9,281 $3.19M 0.7% -1,095 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 11,246 shares; 2025Q1: 11,120 shares; 2025Q2: 11,106 shares; 2025Q3: 10,870 shares; 2025Q4: 10,842 shares 10,842 $3.12M 0.68% -28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,115 shares; 2024Q4: 64,448 shares; 2025Q1: 58,683 shares; 2025Q2: 54,553 shares; 2025Q3: 54,498 shares; 2025Q4: 54,398 shares 54,398 $3.09M 0.68% -100 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,325 shares; 2024Q4: 23,525 shares; 2025Q1: 23,393 shares; 2025Q2: 23,826 shares; 2025Q3: 23,670 shares; 2025Q4: 24,170 shares 24,170 $2.91M 0.64% +500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,130 shares; 2024Q4: 66,859 shares; 2025Q1: 67,668 shares; 2025Q2: 70,159 shares; 2025Q3: 90,285 shares; 2025Q4: 100,978 shares 100,978 $2.77M 0.61% +10,693 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,202 shares; 2024Q4: 47,301 shares; 2025Q1: 55,409 shares; 2025Q2: 55,348 shares; 2025Q3: 57,392 shares; 2025Q4: 55,667 shares 55,667 $2.74M 0.6% -1,725 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,936 shares; 2025Q1: 1,996 shares; 2025Q2: 2,023 shares; 2025Q3: 2,494 shares; 2025Q4: 2,529 shares 2,529 $2.72M 0.59% +35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,019 shares; 2024Q4: 13,701 shares; 2025Q1: 12,507 shares; 2025Q2: 11,207 shares; 2025Q3: 9,275 shares; 2025Q4: 8,602 shares 8,602 $2.67M 0.58% -673 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,133 shares; 2024Q4: 15,925 shares; 2025Q1: 18,197 shares; 2025Q2: 18,153 shares; 2025Q3: 17,633 shares; 2025Q4: 17,372 shares 17,372 $2.65M 0.58% -261 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,189 shares; 2024Q4: 16,189 shares; 2025Q1: 16,353 shares; 2025Q2: 16,419 shares; 2025Q3: 16,419 shares; 2025Q4: 16,419 shares 16,419 $2.63M 0.58% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,088 shares; 2024Q4: 13,056 shares; 2025Q1: 11,854 shares; 2025Q2: 11,768 shares; 2025Q3: 11,683 shares; 2025Q4: 11,741 shares 11,741 $2.58M 0.56% +58 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,394 shares; 2024Q4: 7,230 shares; 2025Q1: 7,156 shares; 2025Q2: 6,902 shares; 2025Q3: 6,832 shares; 2025Q4: 6,802 shares 6,802 $2.52M 0.55% -30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,643 shares; 2024Q4: 31,600 shares; 2025Q1: 31,327 shares; 2025Q2: 30,618 shares; 2025Q3: 30,585 shares; 2025Q4: 30,290 shares 30,290 $2.5M 0.55% -295 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,996 shares; 2025Q4: 27,266 shares 27,266 $2.45M 0.54% +22,270 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 6,678 shares; 2025Q1: 5,729 shares; 2025Q2: 6,854 shares; 2025Q3: 10,034 shares; 2025Q4: 12,353 shares 12,353 $2.45M 0.54% +2,319 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,824 shares; 2024Q4: 69,737 shares; 2025Q1: 68,632 shares; 2025Q2: 67,774 shares; 2025Q3: 64,784 shares; 2025Q4: 60,203 shares 60,203 $2.45M 0.54% -4,581 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,567 shares; 2024Q4: 13,385 shares; 2025Q1: 12,386 shares; 2025Q2: 11,825 shares; 2025Q3: 11,830 shares; 2025Q4: 11,590 shares 11,590 $2.42M 0.53% -240 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,611 shares; 2024Q4: 13,447 shares; 2025Q1: 13,768 shares; 2025Q2: 13,445 shares; 2025Q3: 13,069 shares; 2025Q4: 12,975 shares 12,975 $2.4M 0.53% -94 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,923 shares; 2024Q4: 7,723 shares; 2025Q1: 7,456 shares; 2025Q2: 7,232 shares; 2025Q3: 7,057 shares; 2025Q4: 6,984 shares 6,984 $2.31M 0.5% -73 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,601 shares; 2024Q4: 11,936 shares; 2025Q1: 13,263 shares; 2025Q2: 10,951 shares; 2025Q3: 10,853 shares; 2025Q4: 10,543 shares 10,543 $2.29M 0.5% -310 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,257 shares; 2024Q4: 14,332 shares; 2025Q1: 13,913 shares; 2025Q2: 25,056 shares; 2025Q3: 29,131 shares; 2025Q4: 30,029 shares 30,029 $2.27M 0.5% +898 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,674 shares; 2024Q4: 39,156 shares; 2025Q1: 33,716 shares; 2025Q2: 32,963 shares; 2025Q3: 32,481 shares; 2025Q4: 32,364 shares 32,364 $2.26M 0.49% -117 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,837 shares; 2025Q1: 3,564 shares; 2025Q2: 3,849 shares; 2025Q3: 3,616 shares; 2025Q4: 3,587 shares 3,587 $2.25M 0.49% -29 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,189 shares; 2024Q4: 17,234 shares; 2025Q1: 17,786 shares; 2025Q2: 16,939 shares; 2025Q3: 16,879 shares; 2025Q4: 16,711 shares 16,711 $2.23M 0.49% -168 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,739 shares; 2024Q4: 24,739 shares; 2025Q1: 22,024 shares; 2025Q2: 20,959 shares; 2025Q3: 20,878 shares; 2025Q4: 20,649 shares 20,649 $2.2M 0.48% -229 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,489 shares; 2025Q2: 16,812 shares; 2025Q3: 20,011 shares; 2025Q4: 19,915 shares 19,915 $2.1M 0.46% -96 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,248 shares; 2024Q4: 28,080 shares; 2025Q1: 27,260 shares; 2025Q2: 26,705 shares; 2025Q3: 26,412 shares; 2025Q4: 26,040 shares 26,040 $2.09M 0.46% -372 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,105 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,198 shares; 2025Q4: 4,197 shares 4,197 $1.99M 0.43% -1 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,917 shares; 2024Q4: 15,977 shares; 2025Q1: 15,725 shares; 2025Q2: 15,739 shares; 2025Q3: 15,601 shares; 2025Q4: 15,601 shares 15,601 $1.95M 0.43% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,471 shares; 2024Q4: 14,212 shares; 2025Q1: 15,001 shares; 2025Q2: 14,557 shares; 2025Q3: 14,487 shares; 2025Q4: 13,616 shares 13,616 $1.95M 0.43% -871 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 10,257 shares; 2025Q1: 10,190 shares; 2025Q2: 10,028 shares; 2025Q3: 9,840 shares; 2025Q4: 9,840 shares 9,840 $1.92M 0.42% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,782 shares; 2024Q4: 15,058 shares; 2025Q1: 14,695 shares; 2025Q2: 11,630 shares; 2025Q3: 10,489 shares; 2025Q4: 8,942 shares 8,942 $1.92M 0.42% -1,547 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,734 shares; 2025Q1: 6,651 shares; 2025Q2: 6,651 shares; 2025Q3: 6,651 shares; 2025Q4: 6,651 shares 6,651 $1.83M 0.4% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,904 shares; 2024Q4: 5,869 shares; 2025Q1: 6,622 shares; 2025Q2: 8,668 shares; 2025Q3: 6,935 shares; 2025Q4: 6,642 shares 6,642 $1.76M 0.38% -293 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,869 shares; 2024Q4: 5,682 shares; 2025Q1: 5,698 shares; 2025Q2: 5,657 shares; 2025Q3: 5,645 shares; 2025Q4: 5,402 shares 5,402 $1.7M 0.37% -243 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,178 shares; 2024Q4: 18,607 shares; 2025Q1: 16,829 shares; 2025Q2: 15,214 shares; 2025Q3: 12,245 shares; 2025Q4: 11,259 shares 11,259 $1.6M 0.35% -986 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: 3,427 shares; 2025Q1: 3,418 shares; 2025Q2: 3,388 shares; 2025Q3: 3,356 shares; 2025Q4: 3,318 shares 3,318 $1.59M 0.35% -38 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,862 shares; 2024Q4: 28,491 shares; 2025Q1: 32,776 shares; 2025Q2: 32,223 shares; 2025Q3: 31,853 shares; 2025Q4: 28,568 shares 28,568 $1.54M 0.34% -3,285 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,549 shares; 2024Q4: 19,772 shares; 2025Q1: 19,127 shares; 2025Q2: 19,178 shares; 2025Q3: 17,332 shares; 2025Q4: 16,862 shares 16,862 $1.51M 0.33% -470 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,974 shares; 2024Q4: 18,753 shares; 2025Q1: 20,130 shares; 2025Q2: 19,639 shares; 2025Q3: 19,333 shares; 2025Q4: 18,508 shares 18,508 $1.49M 0.33% -825 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,297 shares; 2025Q4: 31,919 shares 31,919 $1.45M 0.32% +10,622 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,353 shares; 2024Q4: 7,610 shares; 2025Q1: 7,049 shares; 2025Q2: 6,804 shares; 2025Q3: 6,766 shares; 2025Q4: 6,576 shares 6,576 $1.41M 0.31% -190 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 9,345 shares; 2025Q1: 10,123 shares; 2025Q2: 10,160 shares; 2025Q3: 10,033 shares; 2025Q4: 7,110 shares 7,110 $1.38M 0.3% -2,923 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,852 shares; 2024Q4: 57,187 shares; 2025Q1: 58,154 shares; 2025Q2: 58,756 shares; 2025Q3: 57,192 shares; 2025Q4: 59,357 shares 59,357 $1.38M 0.3% +2,165 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,853 shares; 2025Q1: 4,369 shares; 2025Q2: 4,319 shares; 2025Q3: 4,382 shares; 2025Q4: 9,552 shares 9,552 $1.38M 0.3% +5,170 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,722 shares; 2024Q4: 16,129 shares; 2025Q1: 14,490 shares; 2025Q2: 12,494 shares; 2025Q3: 12,343 shares; 2025Q4: 11,952 shares 11,952 $1.36M 0.3% -391 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,578 shares; 2024Q4: 4,578 shares; 2025Q1: 4,578 shares; 2025Q2: 4,578 shares; 2025Q3: 4,578 shares; 2025Q4: 4,578 shares 4,578 $1.36M 0.3% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,519 shares; 2025Q2: 20,131 shares; 2025Q3: 23,951 shares; 2025Q4: 26,073 shares 26,073 $1.34M 0.29% +2,122 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,642 shares; 2024Q4: 6,874 shares; 2025Q1: 8,086 shares; 2025Q2: 8,005 shares; 2025Q3: 8,016 shares; 2025Q4: 7,416 shares 7,416 $1.32M 0.29% -600 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,693 shares; 2024Q4: 10,483 shares; 2025Q1: 11,058 shares; 2025Q2: 10,861 shares; 2025Q3: 13,891 shares; 2025Q4: 25,881 shares 25,881 $1.29M 0.28% +11,990 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,413 shares; 2024Q4: 7,431 shares; 2025Q1: 6,991 shares; 2025Q2: 7,042 shares; 2025Q3: 6,929 shares; 2025Q4: 6,915 shares 6,915 $1.27M 0.28% -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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 755 shares; 2025Q1: 1,243 shares; 2025Q2: 1,414 shares; 2025Q3: 1,220 shares; 2025Q4: 1,170 shares 1,170 $1.25M 0.27% -50 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 2,001 shares; 2025Q1: 2,020 shares; 2025Q2: 1,987 shares; 2025Q3: 1,365 shares; 2025Q4: 1,414 shares 1,414 $1.24M 0.27% +49 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,455 shares; 2025Q3: 8,891 shares; 2025Q4: 16,558 shares 16,558 $1.18M 0.26% +7,667 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 8,566 shares; 2025Q1: 7,992 shares; 2025Q2: 7,883 shares; 2025Q3: 7,926 shares; 2025Q4: 7,926 shares 7,926 $1.1M 0.24% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,040 shares; 2024Q4: 13,153 shares; 2025Q1: 13,227 shares; 2025Q2: 13,206 shares; 2025Q3: 13,266 shares; 2025Q4: 13,111 shares 13,111 $1.05M 0.23% -155 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,483 shares; 2024Q4: 18,440 shares; 2025Q1: 15,995 shares; 2025Q2: 21,420 shares; 2025Q3: 19,982 shares; 2025Q4: 19,144 shares 19,144 $1.03M 0.23% -838 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,159 shares; 2025Q1: 1,203 shares; 2025Q2: 1,140 shares; 2025Q3: 1,097 shares; 2025Q4: 10,590 shares 10,590 $993K 0.22% +9,493 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares; 2025Q4: 37,075 shares 37,075 $973K 0.21% +16,575 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,720 shares; 2025Q1: 1,736 shares; 2025Q2: 1,746 shares; 2025Q3: 1,595 shares; 2025Q4: 1,662 shares 1,662 $952K 0.21% +67 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,576 shares; 2025Q2: 2,989 shares; 2025Q3: 3,089 shares; 2025Q4: 3,103 shares 3,103 $943K 0.21% +14 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,386 shares; 2025Q3: 12,386 shares; 2025Q4: 11,882 shares 11,882 $938K 0.21% -504 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,469 shares; 2025Q2: 3,031 shares; 2025Q3: 5,689 shares; 2025Q4: 9,942 shares 9,942 $936K 0.2% +4,253 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,273 shares; 2024Q4: 20,341 shares; 2025Q1: 21,315 shares; 2025Q2: 20,495 shares; 2025Q3: 20,885 shares; 2025Q4: 14,553 shares 14,553 $927K 0.2% -6,332 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,212 shares; 2024Q4: 12,021 shares; 2025Q1: 12,106 shares; 2025Q2: 12,110 shares; 2025Q3: 12,115 shares; 2025Q4: 12,370 shares 12,370 $859K 0.19% +255 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,230 shares; 2024Q4: 35,409 shares; 2025Q1: 31,880 shares; 2025Q2: 27,773 shares; 2025Q3: 22,736 shares; 2025Q4: 22,655 shares 22,655 $821K 0.18% -81 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,983 shares; 2024Q4: 27,458 shares; 2025Q1: 27,322 shares; 2025Q2: 27,608 shares; 2025Q3: 27,466 shares; 2025Q4: 27,322 shares 27,322 $817K 0.18% -144 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,931 shares; 2024Q4: 22,452 shares; 2025Q1: 24,152 shares; 2025Q2: 20,320 shares; 2025Q3: 20,411 shares; 2025Q4: 18,766 shares 18,766 $812K 0.18% -1,645 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,723 shares; 2025Q1: 5,824 shares; 2025Q2: 5,597 shares; 2025Q3: 5,667 shares; 2025Q4: 5,667 shares 5,667 $800K 0.17% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,044 shares 12,044 $788K 0.17% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,356 shares; 2024Q4: 13,356 shares; 2025Q1: 13,356 shares; 2025Q2: 13,036 shares; 2025Q3: 13,058 shares; 2025Q4: 13,508 shares 13,508 $779K 0.17% +450 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 3,709 shares; 2025Q1: 4,267 shares; 2025Q2: 4,157 shares; 2025Q3: 4,593 shares; 2025Q4: 4,163 shares 4,163 $776K 0.17% -430 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,701 shares; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares 1,701 $771K 0.17% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,738 shares; 2024Q4: 15,844 shares; 2025Q1: 15,356 shares; 2025Q2: 15,541 shares; 2025Q3: 15,179 shares; 2025Q4: 14,071 shares 14,071 $761K 0.17% -1,108 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,074 shares; 2024Q4: 17,668 shares; 2025Q1: 18,060 shares; 2025Q2: 17,438 shares; 2025Q3: 17,322 shares; 2025Q4: 16,140 shares 16,140 $759K 0.17% -1,182 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,354 shares; 2024Q4: 9,141 shares; 2025Q1: 8,660 shares; 2025Q2: 8,589 shares; 2025Q3: 8,549 shares; 2025Q4: 8,417 shares 8,417 $745K 0.16% -132 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,629 shares; 2025Q1: 4,557 shares; 2025Q2: 4,557 shares; 2025Q3: 4,578 shares; 2025Q4: 4,578 shares 4,578 $741K 0.16% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 2,483 shares; 2025Q4: 2,483 shares 2,483 $729K 0.16% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,205 shares; 2024Q4: 22,999 shares; 2025Q1: 23,408 shares; 2025Q2: 23,409 shares; 2025Q3: 23,415 shares; 2025Q4: 8,918 shares 8,918 $716K 0.16% -14,497 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,688 shares; 2025Q1: 1,676 shares; 2025Q2: 1,481 shares; 2025Q3: 1,444 shares; 2025Q4: 1,471 shares 1,471 $711K 0.16% +27 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,238 shares; 2025Q1: 1,149 shares; 2025Q2: 1,458 shares; 2025Q3: 1,602 shares; 2025Q4: 1,495 shares 1,495 $672K 0.15% -107 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,054 shares; 2024Q4: 13,039 shares; 2025Q1: 10,928 shares; 2025Q2: 10,558 shares; 2025Q3: 10,837 shares; 2025Q4: 11,237 shares 11,237 $660K 0.14% +400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 5,548 shares; 2025Q1: 5,787 shares; 2025Q2: 5,325 shares; 2025Q3: 5,116 shares; 2025Q4: 5,113 shares 5,113 $644K 0.14% -3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,738 shares; 2025Q2: 15,085 shares; 2025Q3: 15,155 shares; 2025Q4: 15,090 shares 15,090 $636K 0.14% -65 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,270 shares; 2025Q1: 1,112 shares; 2025Q2: 1,103 shares; 2025Q3: 1,113 shares; 2025Q4: 1,093 shares 1,093 $624K 0.14% -20 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares 2,475 $609K 0.13% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,440 shares 11,440 $604K 0.13% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,174 shares; 2024Q4: 10,134 shares; 2025Q1: 10,101 shares; 2025Q2: 9,159 shares; 2025Q3: 9,225 shares; 2025Q4: 10,969 shares 10,969 $601K 0.13% +1,744 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 8,030 shares; 2025Q1: 8,025 shares; 2025Q2: 8,025 shares; 2025Q3: 7,925 shares; 2025Q4: 7,860 shares 7,860 $592K 0.13% -65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,500 shares; 2025Q3: 23,300 shares; 2025Q4: 22,425 shares 22,425 $592K 0.13% -875 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,752 shares; 2025Q1: 3,909 shares; 2025Q2: 3,909 shares; 2025Q3: 5,005 shares; 2025Q4: 4,790 shares 4,790 $590K 0.13% -215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,524 shares; 2025Q1: 2,983 shares; 2025Q2: 2,980 shares; 2025Q3: 2,850 shares; 2025Q4: 2,765 shares 2,765 $584K 0.13% -85 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,525 shares; 2025Q1: 3,456 shares; 2025Q2: 3,330 shares; 2025Q3: 3,026 shares; 2025Q4: 3,348 shares 3,348 $573K 0.13% +322 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares; 2025Q4: 3,488 shares 3,488 $569K 0.12% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 3,214 shares 3,214 $564K 0.12% +1,489 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 29,000 shares; 2025Q1: 27,500 shares; 2025Q2: 26,000 shares; 2025Q3: 24,500 shares; 2025Q4: 23,500 shares 23,500 $558K 0.12% -1,000 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,490 shares; 2024Q4: 6,490 shares; 2025Q1: 6,490 shares; 2025Q2: 6,490 shares; 2025Q3: 6,454 shares; 2025Q4: 6,399 shares 6,399 $530K 0.12% -55 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 599 shares; 2025Q1: 700 shares; 2025Q2: 831 shares; 2025Q3: 855 shares; 2025Q4: 793 shares 793 $523K 0.11% -62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,289 shares; 2025Q1: 2,320 shares; 2025Q2: 2,252 shares; 2025Q3: 2,252 shares; 2025Q4: 2,252 shares 2,252 $521K 0.11% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,448 shares; 2024Q4: 7,350 shares; 2025Q1: 11,882 shares; 2025Q2: 4,312 shares; 2025Q3: 4,355 shares; 2025Q4: 4,580 shares 4,580 $517K 0.11% +225 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 4,297 shares; 2025Q1: 4,297 shares; 2025Q2: 4,282 shares; 2025Q3: 4,250 shares; 2025Q4: 4,207 shares 4,207 $516K 0.11% -43 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,585 shares; 2025Q1: 1,610 shares; 2025Q2: 1,606 shares; 2025Q3: 1,659 shares; 2025Q4: 1,724 shares 1,724 $511K 0.11% +65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,749 shares; 2025Q1: 1,786 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 1,749 shares 1,749 $505K 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,082 shares; 2024Q4: 17,239 shares; 2025Q1: 18,805 shares; 2025Q2: 21,273 shares; 2025Q3: 21,357 shares; 2025Q4: 19,555 shares 19,555 $486K 0.11% -1,802 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,608 shares; 2025Q1: 6,805 shares; 2025Q2: 6,022 shares; 2025Q3: 5,051 shares; 2025Q4: 4,823 shares 4,823 $478K 0.1% -228 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,456 shares; 2025Q1: 4,636 shares; 2025Q2: 4,751 shares; 2025Q3: 4,802 shares; 2025Q4: 4,802 shares 4,802 $477K 0.1% 0 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,574 shares; 2025Q1: 12,197 shares; 2025Q2: 7,097 shares; 2025Q3: 7,097 shares; 2025Q4: 6,859 shares 6,859 $474K 0.1% -238 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,195 shares 1,195 $474K 0.1% -109 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,421 shares; 2024Q4: 12,472 shares; 2025Q1: 9,114 shares; 2025Q2: 8,901 shares; 2025Q3: 7,266 shares; 2025Q4: 6,816 shares 6,816 $473K 0.1% -450 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,103 shares; 2025Q1: 2,103 shares; 2025Q2: 2,039 shares; 2025Q3: 2,059 shares; 2025Q4: 2,059 shares 2,059 $468K 0.1% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 8,796 shares; 2025Q1: 8,546 shares; 2025Q2: 8,691 shares; 2025Q3: 9,182 shares; 2025Q4: 9,182 shares 9,182 $445K 0.1% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,492 shares; 2025Q1: 2,741 shares; 2025Q2: 2,603 shares; 2025Q3: 2,544 shares; 2025Q4: 2,844 shares 2,844 $440K 0.1% +300 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,144 shares; 2024Q4: 10,006 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares 10,650 $439K 0.1% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,856 shares; 2025Q3: 11,746 shares; 2025Q4: 11,832 shares 11,832 $439K 0.1% +86 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,017 shares; 2024Q4: 5,437 shares; 2025Q1: 5,302 shares; 2025Q2: 5,412 shares; 2025Q3: 5,588 shares; 2025Q4: 5,514 shares 5,514 $425K 0.09% -74 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,488 shares; 2025Q3: 13,559 shares; 2025Q4: 18,543 shares 18,543 $424K 0.09% +4,984 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,523 shares; 2025Q1: 2,523 shares; 2025Q2: 2,788 shares; 2025Q3: 2,686 shares; 2025Q4: 2,120 shares 2,120 $413K 0.09% -566 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares 2,371 $411K 0.09% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,386 shares; 2025Q1: 1,472 shares; 2025Q2: 1,489 shares; 2025Q3: 1,496 shares; 2025Q4: 1,309 shares 1,309 $403K 0.09% -187 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,312 shares; 2024Q4: 7,284 shares; 2025Q1: 7,164 shares; 2025Q2: 5,830 shares; 2025Q3: 5,022 shares; 2025Q4: 4,717 shares 4,717 $397K 0.09% -305 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,864 shares; 2025Q3: 4,864 shares; 2025Q4: 4,814 shares 4,814 $384K 0.08% -50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,555 shares; 2025Q2: 2,636 shares; 2025Q3: 2,244 shares; 2025Q4: 2,146 shares 2,146 $381K 0.08% -98 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,600 shares; 2025Q2: 1,414 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares 1,252 $374K 0.08% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,746 shares; 2025Q4: 1,671 shares 1,671 $354K 0.08% -75 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,634 shares; 2025Q1: 3,634 shares; 2025Q2: 3,534 shares; 2025Q3: 3,334 shares; 2025Q4: 3,334 shares 3,334 $347K 0.08% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 4,599 shares; 2025Q1: 4,803 shares; 2025Q2: 4,693 shares; 2025Q3: 4,072 shares; 2025Q4: 4,072 shares 4,072 $345K 0.08% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,158 shares; 2025Q1: 3,563 shares; 2025Q2: 3,743 shares; 2025Q3: 3,767 shares; 2025Q4: 7,534 shares 7,534 $337K 0.07% +3,767 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,870 shares; 2025Q3: 10,326 shares; 2025Q4: 10,328 shares 10,328 $331K 0.07% +2 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: 2,894 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares 2,755 $323K 0.07% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,218 shares; 2025Q4: 14,259 shares 14,259 $320K 0.07% +5,041 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 5,825 shares; 2025Q1: 4,987 shares; 2025Q2: 4,762 shares; 2025Q3: 4,328 shares; 2025Q4: 4,328 shares 4,328 $318K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,201 shares; 2025Q1: 8,267 shares; 2025Q2: 3,494 shares; 2025Q3: 3,221 shares; 2025Q4: 3,159 shares 3,159 $316K 0.07% -62 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,128 shares; 2025Q1: 1,993 shares; 2025Q2: 1,893 shares; 2025Q3: 1,863 shares; 2025Q4: 1,938 shares 1,938 $310K 0.07% +75 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,137 shares; 2024Q4: 18,900 shares; 2025Q1: 17,994 shares; 2025Q2: 15,034 shares; 2025Q3: 13,791 shares; 2025Q4: 9,762 shares 9,762 $302K 0.07% -4,029 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 4,115 shares; 2025Q1: 4,115 shares; 2025Q2: 4,115 shares; 2025Q3: 4,160 shares; 2025Q4: 3,560 shares 3,560 $298K 0.07% -600 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 2,243 shares; 2025Q1: 2,068 shares; 2025Q2: 2,016 shares; 2025Q3: 2,045 shares; 2025Q4: 1,978 shares 1,978 $294K 0.06% -67 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 815 shares; 2025Q1: 814 shares; 2025Q2: 864 shares; 2025Q3: 848 shares; 2025Q4: 848 shares 848 $278K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares 1,279 $269K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 708 shares; 2025Q1: 643 shares; 2025Q2: 649 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $265K 0.06% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 482 shares; 2025Q3: 473 shares; 2025Q4: 403 shares 403 $263K 0.06% -70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,175 shares 2,175 $260K 0.06% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,158 shares 4,158 $260K 0.06% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares 3,115 $246K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,228 shares; 2025Q1: not reported; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 2,441 shares 2,441 $244K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $239K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,511 shares; 2025Q3: 5,881 shares; 2025Q4: 4,571 shares 4,571 $233K 0.05% -1,310 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 734 shares; 2025Q4: 734 shares 734 $229K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,042 shares; 2025Q4: 4,987 shares 4,987 $227K 0.05% -55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,033 shares; 2025Q3: 769 shares; 2025Q4: 769 shares 769 $223K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,733 shares 9,733 $218K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,572 shares; 2025Q1: 2,572 shares; 2025Q2: 2,572 shares; 2025Q3: 2,628 shares; 2025Q4: 2,775 shares 2,775 $216K 0.05% +147 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 3,339 shares; 2025Q1: 3,506 shares; 2025Q2: 3,438 shares; 2025Q3: 3,344 shares; 2025Q4: 3,057 shares 3,057 $208K 0.05% -287 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,442 shares; 2025Q4: 2,442 shares 2,442 $207K 0.05% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 528 shares 528 $205K 0.04% new Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,923 shares; 2025Q1: 10,923 shares; 2025Q2: 10,923 shares; 2025Q3: 10,923 shares; 2025Q4: 10,923 shares 10,923 $180K 0.04% 0 Timeline