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: 231,013 shares; 2024Q4: 238,408 shares; 2025Q1: 243,812 shares; 2025Q2: 245,688 shares; 2025Q3: 244,092 shares 244,092 $117M 12.31% -1,596 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: 462,529 shares; 2024Q4: 458,999 shares; 2025Q1: 457,300 shares; 2025Q2: 458,404 shares; 2025Q3: 456,131 shares 456,131 $85.1M 8.94% -2,273 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: 116,937 shares; 2024Q4: 120,679 shares; 2025Q1: 120,965 shares; 2025Q2: 120,556 shares; 2025Q3: 119,053 shares 119,053 $55.8M 5.86% -1,503 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: 220,773 shares; 2024Q4: 222,296 shares; 2025Q1: 216,465 shares; 2025Q2: 215,741 shares; 2025Q3: 207,936 shares 207,936 $42.3M 4.45% -7,805 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,270 shares; 2025Q1: 360,402 shares; 2025Q2: 371,421 shares; 2025Q3: 418,366 shares 418,366 $38.4M 4.04% +46,945 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 602,937 shares 602,937 $32.6M 3.42% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,824 shares; 2024Q4: 458,322 shares; 2025Q1: 460,971 shares; 2025Q2: 462,926 shares; 2025Q3: 500,335 shares 500,335 $30M 3.15% +37,409 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: 33,512 shares; 2024Q4: 57,273 shares; 2025Q1: 53,524 shares; 2025Q2: 55,441 shares; 2025Q3: 56,284 shares 56,284 $29.2M 3.06% +843 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: 79,396 shares; 2024Q4: 87,225 shares; 2025Q1: 85,127 shares; 2025Q2: 114,757 shares; 2025Q3: 98,474 shares 98,474 $25.1M 2.64% -16,283 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: 62,289 shares; 2024Q4: 122,718 shares; 2025Q1: 124,151 shares; 2025Q2: 127,444 shares; 2025Q3: 125,605 shares 125,605 $23.4M 2.46% -1,839 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: 26,886 shares; 2024Q4: 26,935 shares; 2025Q1: 26,991 shares; 2025Q2: 29,327 shares; 2025Q3: 29,645 shares 29,645 $19.7M 2.08% +318 Timeline IDEV 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: 139,442 shares; 2024Q4: 171,958 shares; 2025Q1: 172,663 shares; 2025Q2: 199,086 shares; 2025Q3: 203,902 shares 203,902 $16.3M 1.72% +4,816 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,641 shares; 2024Q4: 81,008 shares; 2025Q1: 99,926 shares; 2025Q2: 118,463 shares; 2025Q3: 141,051 shares 141,051 $14.2M 1.49% +22,588 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,466 shares; 2024Q4: 33,456 shares; 2025Q1: 33,545 shares; 2025Q2: 32,605 shares; 2025Q3: 29,188 shares 29,188 $12.7M 1.34% -3,417 Timeline ESGU 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: 75,309 shares; 2024Q4: 75,002 shares; 2025Q1: 81,946 shares; 2025Q2: 79,912 shares; 2025Q3: 77,485 shares 77,485 $11.3M 1.19% -2,427 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: 39,696 shares; 2024Q4: 39,697 shares; 2025Q1: 39,698 shares; 2025Q2: 39,680 shares; 2025Q3: 38,535 shares 38,535 $10.9M 1.14% -1,145 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,237 shares; 2024Q4: 33,145 shares; 2025Q1: 33,016 shares; 2025Q2: 33,047 shares; 2025Q3: 32,797 shares 32,797 $10.8M 1.13% -250 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: 12,996 shares; 2024Q4: 13,946 shares; 2025Q1: 14,147 shares; 2025Q2: 17,211 shares; 2025Q3: 17,360 shares 17,360 $10.6M 1.12% +149 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: 16,988 shares; 2024Q4: 17,857 shares; 2025Q1: 16,988 shares; 2025Q2: 21,143 shares; 2025Q3: 17,143 shares 17,143 $10.3M 1.08% -4,000 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,696 shares; 2024Q4: 56,707 shares; 2025Q1: 55,451 shares; 2025Q2: 50,973 shares; 2025Q3: 49,747 shares 49,747 $9.92M 1.04% -1,226 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,137 shares; 2024Q4: 59,564 shares; 2025Q1: 55,588 shares; 2025Q2: 55,345 shares; 2025Q3: 56,091 shares 56,091 $9.79M 1.03% +746 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: 89,399 shares; 2024Q4: 91,005 shares; 2025Q1: 91,007 shares; 2025Q2: 88,631 shares; 2025Q3: 88,072 shares 88,072 $9.2M 0.97% -559 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: 19,817 shares; 2024Q4: 22,921 shares; 2025Q1: 22,837 shares; 2025Q2: 28,212 shares; 2025Q3: 27,788 shares 27,788 $8.77M 0.92% -424 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,487 shares; 2025Q1: 21,420 shares; 2025Q2: 23,019 shares; 2025Q3: 23,023 shares 23,023 $8.41M 0.88% +4 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,715 shares; 2024Q4: 40,358 shares; 2025Q1: 39,240 shares; 2025Q2: 38,399 shares; 2025Q3: 38,733 shares 38,733 $8.08M 0.85% +334 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: 30,297 shares; 2024Q4: 32,106 shares; 2025Q1: 31,278 shares; 2025Q2: 33,176 shares; 2025Q3: 33,755 shares 33,755 $7.41M 0.78% +579 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,961 shares; 2024Q4: 27,452 shares; 2025Q1: 26,493 shares; 2025Q2: 24,944 shares; 2025Q3: 24,868 shares 24,868 $7.4M 0.78% -76 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,964 shares; 2024Q4: 65,716 shares; 2025Q1: 68,191 shares; 2025Q2: 65,602 shares; 2025Q3: 61,919 shares 61,919 $7.33M 0.77% -3,683 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,712 shares; 2024Q4: 80,471 shares; 2025Q1: 82,516 shares; 2025Q2: 82,985 shares; 2025Q3: 83,200 shares 83,200 $7.26M 0.76% +215 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: 12,974 shares; 2024Q4: 27,682 shares; 2025Q1: 28,641 shares; 2025Q2: 28,868 shares; 2025Q3: 29,336 shares 29,336 $7.14M 0.75% +468 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: 24,725 shares; 2024Q4: 27,878 shares; 2025Q1: 27,892 shares; 2025Q2: 28,868 shares; 2025Q3: 28,796 shares 28,796 $7M 0.74% -72 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117,405 shares; 2024Q4: 997,405 shares; 2025Q1: 947,405 shares; 2025Q2: 947,405 shares; 2025Q3: 795,605 shares 795,605 $6.31M 0.66% -151,800 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,123 shares; 2024Q4: 56,715 shares; 2025Q1: 58,086 shares; 2025Q2: 61,398 shares; 2025Q3: 66,385 shares 66,385 $6.17M 0.65% +4,987 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 58,665 shares; 2025Q1: 59,942 shares; 2025Q2: 60,239 shares; 2025Q3: 59,488 shares 59,488 $5.92M 0.62% -751 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,718 shares; 2024Q4: 34,076 shares; 2025Q1: 32,556 shares; 2025Q2: 28,245 shares; 2025Q3: 31,504 shares 31,504 $5.84M 0.61% +3,259 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: 10,188 shares; 2024Q4: 24,090 shares; 2025Q1: 24,314 shares; 2025Q2: 24,705 shares; 2025Q3: 24,646 shares 24,646 $5.71M 0.6% -59 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: 9,948 shares; 2024Q4: 14,911 shares; 2025Q1: 14,419 shares; 2025Q2: 14,881 shares; 2025Q3: 16,146 shares 16,146 $5.51M 0.58% +1,265 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: 6,104 shares; 2024Q4: 6,768 shares; 2025Q1: 6,881 shares; 2025Q2: 7,326 shares; 2025Q3: 7,358 shares 7,358 $5.4M 0.57% +32 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,316 shares; 2024Q4: 9,521 shares; 2025Q1: 12,405 shares; 2025Q2: 37,180 shares; 2025Q3: 41,569 shares 41,569 $5.01M 0.53% +4,389 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: 7,927 shares; 2024Q4: 7,999 shares; 2025Q1: 8,177 shares; 2025Q2: 11,141 shares; 2025Q3: 9,645 shares 9,645 $4.85M 0.51% -1,496 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: 11,689 shares; 2024Q4: 13,277 shares; 2025Q1: 13,807 shares; 2025Q2: 15,121 shares; 2025Q3: 14,531 shares 14,531 $4.79M 0.5% -590 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,818 shares; 2024Q4: 12,898 shares; 2025Q1: 13,003 shares; 2025Q2: 13,033 shares; 2025Q3: 14,494 shares 14,494 $4.25M 0.45% +1,461 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,411 shares; 2024Q4: 30,411 shares; 2025Q1: 27,502 shares; 2025Q2: 40,532 shares; 2025Q3: 27,508 shares 27,508 $4.24M 0.45% -13,024 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: 14,178 shares; 2024Q4: 11,691 shares; 2025Q1: 11,691 shares; 2025Q2: 11,691 shares; 2025Q3: 11,691 shares 11,691 $4.16M 0.44% 0 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: 24,211 shares; 2024Q4: 34,349 shares; 2025Q1: 35,005 shares; 2025Q2: 34,536 shares; 2025Q3: 34,837 shares 34,837 $3.93M 0.41% +301 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,477 shares; 2024Q4: 21,354 shares; 2025Q1: 22,181 shares; 2025Q2: 39,966 shares; 2025Q3: 42,921 shares 42,921 $3.84M 0.4% +2,955 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: 25,312 shares; 2024Q4: 25,246 shares; 2025Q1: 25,032 shares; 2025Q2: 25,782 shares; 2025Q3: 23,788 shares 23,788 $3.66M 0.38% -1,994 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,120 shares; 2024Q4: 28,233 shares; 2025Q1: 28,233 shares; 2025Q2: 27,110 shares; 2025Q3: 26,350 shares 26,350 $3.57M 0.38% -760 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: 27,576 shares; 2024Q4: 27,576 shares; 2025Q1: 27,576 shares; 2025Q2: 47,643 shares; 2025Q3: 64,798 shares 64,798 $3.49M 0.37% +17,155 Timeline GLDM WORLD GOLD TR More: the full row for WORLD 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: 11,180 shares; 2025Q1: 16,804 shares; 2025Q2: 24,876 shares; 2025Q3: 41,088 shares 41,088 $3.14M 0.33% +16,212 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: 8,649 shares; 2024Q4: 23,609 shares; 2025Q1: 23,717 shares; 2025Q2: 24,076 shares; 2025Q3: 23,129 shares 23,129 $3.1M 0.33% -947 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: 5,288 shares; 2024Q4: 10,364 shares; 2025Q1: 10,453 shares; 2025Q2: 10,561 shares; 2025Q3: 10,929 shares 10,929 $3.07M 0.32% +368 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: 3,852 shares; 2024Q4: 6,945 shares; 2025Q1: 6,866 shares; 2025Q2: 7,078 shares; 2025Q3: 7,274 shares 7,274 $2.95M 0.31% +196 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: 10,075 shares; 2024Q4: 10,538 shares; 2025Q1: 10,541 shares; 2025Q2: 13,584 shares; 2025Q3: 13,598 shares 13,598 $2.93M 0.31% +14 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: 5,415 shares; 2024Q4: 6,027 shares; 2025Q1: 5,203 shares; 2025Q2: 6,535 shares; 2025Q3: 6,558 shares 6,558 $2.92M 0.31% +23 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 76,460 shares; 2025Q1: 77,665 shares; 2025Q2: 77,632 shares; 2025Q3: 82,643 shares 82,643 $2.76M 0.29% +5,011 Timeline XLY 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: 13,755 shares; 2024Q4: 13,755 shares; 2025Q1: 13,756 shares; 2025Q2: 13,757 shares; 2025Q3: 11,357 shares 11,357 $2.72M 0.29% -2,400 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,366 shares; 2024Q4: 8,886 shares; 2025Q1: 8,591 shares; 2025Q2: 8,516 shares; 2025Q3: 8,309 shares 8,309 $2.66M 0.28% -207 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: 2,710 shares; 2024Q4: 3,033 shares; 2025Q1: 3,146 shares; 2025Q2: 3,898 shares; 2025Q3: 3,183 shares 3,183 $2.43M 0.26% -715 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: 18,466 shares; 2024Q4: 35,584 shares; 2025Q1: 37,065 shares; 2025Q2: 36,608 shares; 2025Q3: 36,083 shares 36,083 $2.39M 0.25% -525 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,516 shares; 2024Q4: 294,516 shares; 2025Q1: 273,838 shares; 2025Q2: 273,838 shares; 2025Q3: 273,838 shares 273,838 $2.34M 0.25% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,277 shares; 2024Q4: 88,090 shares; 2025Q1: 88,328 shares; 2025Q2: 88,562 shares; 2025Q3: 88,562 shares 88,562 $2.33M 0.25% 0 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,730 shares; 2024Q4: 125,377 shares; 2025Q1: 125,377 shares; 2025Q2: 125,377 shares; 2025Q3: 125,377 shares 125,377 $2.33M 0.25% 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: 13,677 shares; 2024Q4: 29,379 shares; 2025Q1: 29,729 shares; 2025Q2: 31,697 shares; 2025Q3: 33,670 shares 33,670 $2.3M 0.24% +1,973 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,505 shares; 2024Q4: 31,505 shares; 2025Q1: 31,505 shares; 2025Q2: 31,505 shares; 2025Q3: 31,505 shares 31,505 $2.29M 0.24% 0 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: 1,722 shares; 2024Q4: 1,836 shares; 2025Q1: 1,836 shares; 2025Q2: 3,405 shares; 2025Q3: 3,325 shares 3,325 $2.23M 0.23% -80 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 9,333 shares; 2025Q1: 8,802 shares; 2025Q2: 8,637 shares; 2025Q3: 8,765 shares 8,765 $2.16M 0.23% +128 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,906 shares; 2024Q4: 61,351 shares; 2025Q1: 39,632 shares; 2025Q2: 33,589 shares; 2025Q3: 31,938 shares 31,938 $2.16M 0.23% -1,651 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: 3,485 shares; 2024Q4: 3,685 shares; 2025Q1: 3,770 shares; 2025Q2: 4,039 shares; 2025Q3: 3,786 shares 3,786 $2.15M 0.23% -253 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: 1,874 shares; 2024Q4: 1,953 shares; 2025Q1: 2,037 shares; 2025Q2: 2,149 shares; 2025Q3: 2,325 shares 2,325 $2.15M 0.23% +176 Timeline ESML 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: 34,146 shares; 2024Q4: 33,433 shares; 2025Q1: 34,392 shares; 2025Q2: 44,198 shares; 2025Q3: 46,955 shares 46,955 $2.12M 0.22% +2,757 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: 1,979 shares; 2024Q4: 1,979 shares; 2025Q1: not reported; 2025Q2: 11,052 shares; 2025Q3: 14,516 shares 14,516 $2.02M 0.21% +3,464 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: 5,583 shares; 2024Q4: 6,088 shares; 2025Q1: 6,192 shares; 2025Q2: 6,167 shares; 2025Q3: 6,440 shares 6,440 $1.96M 0.21% +273 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: 35,579 shares; 2024Q4: 32,946 shares; 2025Q1: 33,018 shares; 2025Q2: 33,119 shares; 2025Q3: 33,119 shares 33,119 $1.83M 0.19% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,754 shares; 2024Q4: 15,788 shares; 2025Q1: 15,843 shares; 2025Q2: 17,853 shares; 2025Q3: 17,347 shares 17,347 $1.79M 0.19% -506 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,061 shares; 2024Q4: 11,398 shares; 2025Q1: 10,773 shares; 2025Q2: 6,988 shares; 2025Q3: 6,994 shares 6,994 $1.73M 0.18% +6 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: 8,003 shares; 2024Q4: 7,956 shares; 2025Q1: 7,959 shares; 2025Q2: 8,282 shares; 2025Q3: 6,989 shares 6,989 $1.69M 0.18% -1,293 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,335 shares; 2025Q1: 1,967 shares; 2025Q2: 2,039 shares; 2025Q3: 1,994 shares 1,994 $1.59M 0.17% -45 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,594 shares; 2025Q1: 21,304 shares; 2025Q2: 20,308 shares; 2025Q3: 21,794 shares 21,794 $1.56M 0.16% +1,486 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 838 shares; 2025Q1: 868 shares; 2025Q2: 1,598 shares; 2025Q3: 1,316 shares 1,316 $1.53M 0.16% -282 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,413 shares; 2024Q4: 14,850 shares; 2025Q1: 14,923 shares; 2025Q2: 15,340 shares; 2025Q3: 15,264 shares 15,264 $1.49M 0.16% -76 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,655 shares; 2024Q4: 9,073 shares; 2025Q1: 8,476 shares; 2025Q2: 8,525 shares; 2025Q3: 8,416 shares 8,416 $1.49M 0.16% -109 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: 11,383 shares; 2024Q4: 11,382 shares; 2025Q1: 9,538 shares; 2025Q2: 10,077 shares; 2025Q3: 9,023 shares 9,023 $1.43M 0.15% -1,054 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: 999 shares; 2024Q4: 1,043 shares; 2025Q1: 1,081 shares; 2025Q2: 1,168 shares; 2025Q3: 1,186 shares 1,186 $1.42M 0.15% +18 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: 3,321 shares; 2024Q4: 3,316 shares; 2025Q1: 3,284 shares; 2025Q2: 2,355 shares; 2025Q3: 1,888 shares 1,888 $1.41M 0.15% -467 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,138 shares; 2024Q4: 4,592 shares; 2025Q1: 4,216 shares; 2025Q2: 3,554 shares; 2025Q3: 4,034 shares 4,034 $1.39M 0.15% +480 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 7,354 shares; 2025Q1: 7,353 shares; 2025Q2: 7,403 shares; 2025Q3: 6,740 shares 6,740 $1.36M 0.14% -663 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,503 shares; 2025Q1: 6,547 shares; 2025Q2: 6,949 shares; 2025Q3: 6,540 shares 6,540 $1.34M 0.14% -409 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: 11,878 shares; 2024Q4: 11,541 shares; 2025Q1: 10,442 shares; 2025Q2: 8,921 shares; 2025Q3: 9,491 shares 9,491 $1.33M 0.14% +570 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,062 shares; 2024Q4: 34,746 shares; 2025Q1: 32,583 shares; 2025Q2: 23,976 shares; 2025Q3: 25,980 shares 25,980 $1.3M 0.14% +2,004 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: 3,225 shares; 2024Q4: 6,852 shares; 2025Q1: 7,176 shares; 2025Q2: 8,703 shares; 2025Q3: 7,569 shares 7,569 $1.23M 0.13% -1,134 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: 4,447 shares; 2024Q4: 4,438 shares; 2025Q1: 4,389 shares; 2025Q2: 4,264 shares; 2025Q3: 4,191 shares 4,191 $1.18M 0.12% -73 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,273 shares; 2024Q4: 28,898 shares; 2025Q1: 32,780 shares; 2025Q2: 29,785 shares; 2025Q3: 34,303 shares 34,303 $1.15M 0.12% +4,518 Timeline STIP 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: 11,044 shares; 2024Q4: 11,044 shares; 2025Q1: 11,044 shares; 2025Q2: 11,044 shares; 2025Q3: 11,044 shares 11,044 $1.14M 0.12% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 21,429 shares; 2025Q1: 22,322 shares; 2025Q2: 22,578 shares; 2025Q3: 22,980 shares 22,980 $1.13M 0.12% +402 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 4,837 shares; 2025Q1: 4,892 shares; 2025Q2: 4,527 shares; 2025Q3: 4,556 shares 4,556 $1.08M 0.11% +29 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,262 shares; 2024Q4: 33,071 shares; 2025Q1: 33,095 shares; 2025Q2: 33,116 shares; 2025Q3: 33,116 shares 33,116 $1.06M 0.11% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,498 shares; 2025Q1: 1,518 shares; 2025Q2: 1,484 shares; 2025Q3: 1,332 shares 1,332 $1.03M 0.11% -152 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,619 shares; 2024Q4: 13,112 shares; 2025Q1: 11,463 shares; 2025Q2: 11,270 shares; 2025Q3: 11,270 shares 11,270 $973K 0.1% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 3,022 shares; 2025Q1: 3,109 shares; 2025Q2: 3,016 shares; 2025Q3: 3,545 shares 3,545 $971K 0.1% +529 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,583 shares; 2025Q1: 2,580 shares; 2025Q2: 2,634 shares; 2025Q3: 2,619 shares 2,619 $968K 0.1% -15 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,870 shares; 2025Q1: 8,754 shares; 2025Q2: 11,617 shares; 2025Q3: 14,786 shares 14,786 $961K 0.1% +3,169 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 7,377 shares; 2025Q1: 7,459 shares; 2025Q2: 7,253 shares; 2025Q3: 7,273 shares 7,273 $954K 0.1% +20 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,622 shares; 2025Q1: 1,601 shares; 2025Q2: 1,493 shares; 2025Q3: 1,940 shares 1,940 $941K 0.1% +447 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: 5,291 shares; 2024Q4: 5,274 shares; 2025Q1: 4,822 shares; 2025Q2: 4,557 shares; 2025Q3: 4,446 shares 4,446 $936K 0.1% -111 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: 5,448 shares; 2024Q4: 5,567 shares; 2025Q1: 5,530 shares; 2025Q2: 5,631 shares; 2025Q3: 5,533 shares 5,533 $926K 0.1% -98 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,140 shares; 2025Q1: 5,427 shares; 2025Q2: 5,454 shares; 2025Q3: 5,764 shares 5,764 $922K 0.1% +310 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: not reported; 2024Q4: 18,188 shares; 2025Q1: 18,214 shares; 2025Q2: 18,340 shares; 2025Q3: 18,366 shares 18,366 $915K 0.1% +26 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: 17,891 shares; 2024Q4: 18,495 shares; 2025Q1: 17,290 shares; 2025Q2: 18,042 shares; 2025Q3: 17,568 shares 17,568 $906K 0.1% -474 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 2,460 shares; 2025Q1: 2,422 shares; 2025Q2: 3,358 shares; 2025Q3: 3,442 shares 3,442 $865K 0.09% +84 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: 4,952 shares; 2025Q1: 3,863 shares; 2025Q2: 4,570 shares; 2025Q3: 4,650 shares 4,650 $848K 0.09% +80 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: 2,059 shares; 2024Q4: 2,104 shares; 2025Q1: 2,245 shares; 2025Q2: 3,019 shares; 2025Q3: 3,003 shares 3,003 $847K 0.09% -16 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,612 shares; 2025Q1: 1,865 shares; 2025Q2: 1,790 shares; 2025Q3: 1,781 shares 1,781 $846K 0.09% -9 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,474 shares; 2025Q1: 2,754 shares; 2025Q2: 2,829 shares; 2025Q3: 3,361 shares 3,361 $830K 0.09% +532 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,536 shares; 2024Q4: 8,549 shares; 2025Q1: 8,849 shares; 2025Q2: 8,864 shares; 2025Q3: 8,864 shares 8,864 $828K 0.09% 0 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: 8,680 shares; 2024Q4: 11,811 shares; 2025Q1: 11,021 shares; 2025Q2: 9,760 shares; 2025Q3: 9,695 shares 9,695 $814K 0.09% -65 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: 2,342 shares; 2024Q4: 2,425 shares; 2025Q1: 2,541 shares; 2025Q2: 2,843 shares; 2025Q3: 2,687 shares 2,687 $808K 0.08% -156 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: 10,698 shares; 2024Q4: 10,728 shares; 2025Q1: 8,887 shares; 2025Q2: 8,915 shares; 2025Q3: 5,652 shares 5,652 $797K 0.08% -3,263 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: 4,769 shares; 2024Q4: 5,359 shares; 2025Q1: 5,692 shares; 2025Q2: 4,748 shares; 2025Q3: 5,129 shares 5,129 $797K 0.08% +381 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 832 shares; 2025Q1: 845 shares; 2025Q2: 849 shares; 2025Q3: 842 shares 842 $775K 0.08% -7 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: 1,581 shares; 2024Q4: 1,689 shares; 2025Q1: 1,682 shares; 2025Q2: 1,633 shares; 2025Q3: 1,615 shares 1,615 $770K 0.08% -18 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.08% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,345 shares; 2024Q4: 10,689 shares; 2025Q1: 10,731 shares; 2025Q2: 8,017 shares; 2025Q3: 7,868 shares 7,868 $749K 0.08% -149 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: 1,947 shares; 2024Q4: 4,498 shares; 2025Q1: 4,549 shares; 2025Q2: 4,743 shares; 2025Q3: 4,750 shares 4,750 $737K 0.08% +7 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,170 shares; 2024Q4: 28,008 shares; 2025Q1: 21,891 shares; 2025Q2: 22,838 shares; 2025Q3: 25,411 shares 25,411 $718K 0.08% +2,573 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,575 shares; 2024Q4: 143,575 shares; 2025Q1: 143,575 shares; 2025Q2: 127,575 shares; 2025Q3: 115,575 shares 115,575 $665K 0.07% -12,000 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,552 shares; 2024Q4: 5,050 shares; 2025Q1: 4,876 shares; 2025Q2: 4,791 shares; 2025Q3: 4,701 shares 4,701 $654K 0.07% -90 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: 2,131 shares; 2024Q4: 2,178 shares; 2025Q1: 1,761 shares; 2025Q2: 2,430 shares; 2025Q3: 1,940 shares 1,940 $644K 0.07% -490 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: 4,177 shares; 2024Q4: 4,064 shares; 2025Q1: 4,515 shares; 2025Q2: 4,087 shares; 2025Q3: 3,955 shares 3,955 $640K 0.07% -132 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,053 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares 2,054 $632K 0.07% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,849 shares; 2024Q4: 4,919 shares; 2025Q1: 4,894 shares; 2025Q2: 4,942 shares; 2025Q3: 5,438 shares 5,438 $631K 0.07% +496 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,358 shares; 2025Q1: 3,359 shares; 2025Q2: 7,946 shares; 2025Q3: 6,352 shares 6,352 $613K 0.06% -1,594 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 5,615 shares; 2025Q1: 5,791 shares; 2025Q2: 6,016 shares; 2025Q3: 5,942 shares 5,942 $603K 0.06% -74 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,948 shares; 2025Q3: 2,811 shares 2,811 $598K 0.06% -137 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 8,063 shares; 2025Q3: 3,131 shares 3,131 $594K 0.06% -4,932 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 4,246 shares; 2025Q1: 4,286 shares; 2025Q2: 3,905 shares; 2025Q3: 3,880 shares 3,880 $590K 0.06% -25 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: 2,727 shares; 2024Q4: 3,077 shares; 2025Q1: 2,913 shares; 2025Q2: 3,622 shares; 2025Q3: 3,495 shares 3,495 $581K 0.06% -127 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,853 shares; 2025Q1: 7,098 shares; 2025Q2: 6,834 shares; 2025Q3: 6,895 shares 6,895 $578K 0.06% +61 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: not reported; 2025Q2: 6,029 shares; 2025Q3: 6,052 shares 6,052 $576K 0.06% +23 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: 5,265 shares; 2024Q4: 5,413 shares; 2025Q1: 5,635 shares; 2025Q2: 5,951 shares; 2025Q3: 5,980 shares 5,980 $571K 0.06% +29 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 917 shares; 2025Q1: 863 shares; 2025Q2: 742 shares; 2025Q3: 776 shares 776 $558K 0.06% +34 Timeline SUSL 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: 4,719 shares; 2025Q3: 4,731 shares 4,731 $554K 0.06% +12 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,671 shares; 2025Q3: 6,687 shares 6,687 $548K 0.06% +16 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: 5,624 shares; 2024Q4: 5,857 shares; 2025Q1: 5,271 shares; 2025Q2: 4,928 shares; 2025Q3: 4,730 shares 4,730 $542K 0.06% -198 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: 2,218 shares; 2024Q4: 2,336 shares; 2025Q1: 2,325 shares; 2025Q2: 2,681 shares; 2025Q3: 2,264 shares 2,264 $537K 0.06% -417 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,778 shares; 2024Q4: 4,700 shares; 2025Q1: 4,510 shares; 2025Q2: 4,482 shares; 2025Q3: 4,482 shares 4,482 $533K 0.06% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 3,578 shares; 2025Q1: 4,631 shares; 2025Q2: 5,216 shares; 2025Q3: 5,395 shares 5,395 $529K 0.06% +179 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: 4,372 shares; 2024Q4: 4,372 shares; 2025Q1: 4,372 shares; 2025Q2: 4,372 shares; 2025Q3: 4,372 shares 4,372 $528K 0.06% 0 Timeline DHS 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: 5,262 shares; 2024Q4: 5,262 shares; 2025Q1: 5,262 shares; 2025Q2: 5,262 shares; 2025Q3: 5,159 shares 5,159 $520K 0.05% -103 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: 3,013 shares; 2024Q4: 3,462 shares; 2025Q1: 3,384 shares; 2025Q2: 3,503 shares; 2025Q3: 3,568 shares 3,568 $516K 0.05% +65 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,106 shares; 2025Q1: 4,140 shares; 2025Q2: 4,114 shares; 2025Q3: 4,055 shares 4,055 $514K 0.05% -59 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: 1,622 shares; 2024Q4: 1,655 shares; 2025Q1: 1,628 shares; 2025Q2: 1,704 shares; 2025Q3: 1,711 shares 1,711 $514K 0.05% +7 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 3,149 shares; 2025Q1: 2,556 shares; 2025Q2: 3,683 shares; 2025Q3: 4,774 shares 4,774 $510K 0.05% +1,091 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: 6,417 shares; 2024Q4: 6,439 shares; 2025Q1: 6,460 shares; 2025Q2: 6,479 shares; 2025Q3: 6,499 shares 6,499 $509K 0.05% +20 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 709 shares; 2025Q1: 781 shares; 2025Q2: 757 shares; 2025Q3: 738 shares 738 $504K 0.05% -19 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 1,911 shares; 2025Q3: 1,930 shares 1,930 $503K 0.05% +19 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 12,139 shares; 2025Q1: 12,172 shares; 2025Q2: 8,465 shares; 2025Q3: 7,659 shares 7,659 $500K 0.05% -806 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,400 shares; 2025Q1: 1,427 shares; 2025Q2: 1,388 shares; 2025Q3: 1,401 shares 1,401 $500K 0.05% +13 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,176 shares; 2025Q1: 1,255 shares; 2025Q2: 1,315 shares; 2025Q3: 1,327 shares 1,327 $497K 0.05% +12 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 7,470 shares; 2025Q1: 7,653 shares; 2025Q2: 6,247 shares; 2025Q3: 7,380 shares 7,380 $495K 0.05% +1,133 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,466 shares; 2025Q1: 3,795 shares; 2025Q2: 3,595 shares; 2025Q3: 3,675 shares 3,675 $492K 0.05% +80 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: not reported; 2024Q4: 7,373 shares; 2025Q1: 7,486 shares; 2025Q2: 10,650 shares; 2025Q3: 7,358 shares 7,358 $486K 0.05% -3,292 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,310 shares; 2025Q1: 4,301 shares; 2025Q2: 4,408 shares; 2025Q3: 4,345 shares 4,345 $485K 0.05% -63 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: 8,075 shares; 2024Q4: 8,428 shares; 2025Q1: 8,372 shares; 2025Q2: 8,414 shares; 2025Q3: 6,418 shares 6,418 $484K 0.05% -1,996 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,087 shares; 2024Q4: 24,361 shares; 2025Q1: 24,433 shares; 2025Q2: 18,009 shares; 2025Q3: 16,264 shares 16,264 $482K 0.05% -1,745 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 617 shares; 2025Q1: 618 shares; 2025Q2: 652 shares; 2025Q3: 630 shares 630 $477K 0.05% -22 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,964 shares; 2024Q4: 20,271 shares; 2025Q1: 19,882 shares; 2025Q2: 10,820 shares; 2025Q3: 10,820 shares 10,820 $477K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 771 shares 771 $474K 0.05% -36 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 1,010 shares; 2025Q1: 1,000 shares; 2025Q2: 993 shares; 2025Q3: 990 shares 990 $472K 0.05% -3 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,522 shares; 2025Q1: 3,519 shares; 2025Q2: 3,542 shares; 2025Q3: 3,522 shares 3,522 $470K 0.05% -20 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,639 shares; 2024Q4: 4,800 shares; 2025Q1: 4,495 shares; 2025Q2: 4,467 shares; 2025Q3: 4,397 shares 4,397 $462K 0.05% -70 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 3,088 shares; 2025Q1: 2,969 shares; 2025Q2: 2,744 shares; 2025Q3: 2,685 shares 2,685 $459K 0.05% -59 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,829 shares; 2025Q1: 1,786 shares; 2025Q2: 1,760 shares; 2025Q3: 1,781 shares 1,781 $453K 0.05% +21 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 6,539 shares; 2025Q1: 6,609 shares; 2025Q2: 6,701 shares; 2025Q3: 5,416 shares 5,416 $444K 0.05% -1,285 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: 14,664 shares; 2024Q4: 14,701 shares; 2025Q1: 14,134 shares; 2025Q2: 12,376 shares; 2025Q3: 12,408 shares 12,408 $441K 0.05% +32 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: 922 shares; 2024Q4: 956 shares; 2025Q1: 982 shares; 2025Q2: 1,017 shares; 2025Q3: 962 shares 962 $440K 0.05% -55 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares 1,938 $440K 0.05% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,806 shares; 2025Q1: 2,820 shares; 2025Q2: 3,411 shares; 2025Q3: 3,456 shares 3,456 $428K 0.04% +45 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 492 shares; 2025Q1: 565 shares; 2025Q2: 489 shares; 2025Q3: 440 shares 440 $420K 0.04% -49 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,098 shares; 2025Q1: 3,309 shares; 2025Q2: 3,690 shares; 2025Q3: 3,380 shares 3,380 $418K 0.04% -310 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,670 shares; 2025Q1: 923 shares; 2025Q2: 964 shares; 2025Q3: 851 shares 851 $414K 0.04% -113 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 757 shares; 2025Q1: 652 shares; 2025Q2: 666 shares; 2025Q3: 676 shares 676 $412K 0.04% +10 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: 9,278 shares; 2024Q4: 8,951 shares; 2025Q1: 9,758 shares; 2025Q2: 10,263 shares; 2025Q3: 9,266 shares 9,266 $407K 0.04% -997 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 4,307 shares; 2025Q1: 4,559 shares; 2025Q2: 4,176 shares; 2025Q3: 4,205 shares 4,205 $398K 0.04% +29 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,406 shares; 2025Q1: 1,395 shares; 2025Q2: 1,579 shares; 2025Q3: 1,585 shares 1,585 $389K 0.04% +6 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 4,964 shares; 2025Q1: 5,040 shares; 2025Q2: 4,590 shares; 2025Q3: 4,421 shares 4,421 $387K 0.04% -169 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,418 shares; 2025Q1: 1,407 shares; 2025Q2: 1,447 shares; 2025Q3: 1,430 shares 1,430 $371K 0.04% -17 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: not reported; 2025Q1: 2,364 shares; 2025Q2: 2,220 shares; 2025Q3: 2,213 shares 2,213 $370K 0.04% -7 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,138 shares; 2025Q1: 13,138 shares; 2025Q2: 9,665 shares; 2025Q3: 9,665 shares 9,665 $364K 0.04% 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: 1,683 shares; 2024Q4: 1,655 shares; 2025Q1: 1,678 shares; 2025Q2: 1,749 shares; 2025Q3: 1,643 shares 1,643 $363K 0.04% -106 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,284 shares; 2025Q1: 3,442 shares; 2025Q2: 3,305 shares; 2025Q3: 3,322 shares 3,322 $362K 0.04% +17 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: 1,620 shares; 2024Q4: 1,614 shares; 2025Q1: 1,719 shares; 2025Q2: 1,619 shares; 2025Q3: 1,278 shares 1,278 $361K 0.04% -341 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: 5,227 shares; 2024Q4: 4,828 shares; 2025Q1: 5,241 shares; 2025Q2: 3,275 shares; 2025Q3: 4,189 shares 4,189 $354K 0.04% +914 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,743 shares; 2025Q1: 1,728 shares; 2025Q2: 1,574 shares; 2025Q3: 1,409 shares 1,409 $354K 0.04% -165 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 358 shares; 2025Q2: 338 shares; 2025Q3: 324 shares 324 $349K 0.04% -14 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P 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: 26,801 shares 26,801 $349K 0.04% new 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: 5,902 shares; 2024Q4: 5,902 shares; 2025Q1: 4,934 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares 3,070 $345K 0.04% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 4,495 shares; 2025Q1: 4,591 shares; 2025Q2: 4,594 shares; 2025Q3: 4,681 shares 4,681 $344K 0.04% +87 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,286 shares; 2025Q1: 1,378 shares; 2025Q2: 1,452 shares; 2025Q3: 1,416 shares 1,416 $339K 0.04% -36 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 3,007 shares; 2025Q1: 3,073 shares; 2025Q2: 3,036 shares; 2025Q3: 3,048 shares 3,048 $338K 0.04% +12 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: 9,055 shares; 2024Q4: 9,055 shares; 2025Q1: 7,560 shares; 2025Q2: 4,680 shares; 2025Q3: 4,680 shares 4,680 $337K 0.04% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,611 shares; 2025Q1: 1,611 shares; 2025Q2: 1,727 shares; 2025Q3: 1,727 shares 1,727 $336K 0.04% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 54 shares; 2025Q2: 63 shares; 2025Q3: 61 shares 61 $329K 0.03% -2 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 3,552 shares; 2025Q1: 3,552 shares; 2025Q2: 3,552 shares; 2025Q3: 3,082 shares 3,082 $328K 0.03% -470 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,366 shares; 2025Q1: 1,337 shares; 2025Q2: 1,232 shares; 2025Q3: 925 shares 925 $326K 0.03% -307 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 3,839 shares; 2025Q1: 3,884 shares; 2025Q2: 4,142 shares; 2025Q3: 3,924 shares 3,924 $320K 0.03% -218 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 2,918 shares; 2025Q1: 2,928 shares; 2025Q2: 3,136 shares; 2025Q3: 3,142 shares 3,142 $320K 0.03% +6 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: 15,250 shares; 2024Q4: 10,702 shares; 2025Q1: 9,506 shares; 2025Q2: 13,331 shares; 2025Q3: 12,512 shares 12,512 $319K 0.03% -819 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,118 shares; 2025Q1: 1,207 shares; 2025Q2: 1,165 shares; 2025Q3: 1,099 shares 1,099 $317K 0.03% -66 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 1,675 shares; 2025Q1: 1,629 shares; 2025Q2: 1,488 shares; 2025Q3: 1,552 shares 1,552 $316K 0.03% +64 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: 1,479 shares; 2024Q4: 1,511 shares; 2025Q1: 1,470 shares; 2025Q2: 1,570 shares; 2025Q3: 1,571 shares 1,571 $316K 0.03% +1 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 2,054 shares; 2025Q1: 2,063 shares; 2025Q2: 1,984 shares; 2025Q3: 1,997 shares 1,997 $315K 0.03% +13 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 692 shares; 2025Q1: 755 shares; 2025Q2: 733 shares; 2025Q3: 733 shares 733 $309K 0.03% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,141 shares; 2025Q3: 3,076 shares 3,076 $307K 0.03% +935 Timeline NYF 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: 6,247 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: not reported; 2025Q3: 5,724 shares 5,724 $305K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,636 shares; 2025Q3: 1,567 shares 1,567 $302K 0.03% -69 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,055 shares 2,055 $299K 0.03% new Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,626 shares 2,626 $299K 0.03% new Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,616 shares; 2025Q1: 2,482 shares; 2025Q2: 2,482 shares; 2025Q3: 2,432 shares 2,432 $296K 0.03% -50 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO 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: 12,051 shares 12,051 $290K 0.03% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 4,021 shares; 2025Q1: 3,690 shares; 2025Q2: 3,833 shares; 2025Q3: 3,577 shares 3,577 $286K 0.03% -256 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 854 shares 854 $281K 0.03% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 7,012 shares; 2025Q1: 7,012 shares; 2025Q2: 6,292 shares; 2025Q3: 6,292 shares 6,292 $276K 0.03% 0 Timeline OZEM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,343 shares; 2025Q1: not reported; 2025Q2: 10,080 shares; 2025Q3: 10,080 shares 10,080 $275K 0.03% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,515 shares; 2024Q4: 4,341 shares; 2025Q1: not reported; 2025Q2: 4,341 shares; 2025Q3: 3,250 shares 3,250 $272K 0.03% -1,091 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 627 shares; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 645 shares 645 $272K 0.03% +5 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: 1,850 shares; 2024Q4: 1,853 shares; 2025Q1: 1,854 shares; 2025Q2: 1,856 shares; 2025Q3: 1,858 shares 1,858 $271K 0.03% +2 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 2,836 shares; 2025Q1: 1,722 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares 1,726 $268K 0.03% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 3,124 shares; 2025Q1: 4,014 shares; 2025Q2: 2,766 shares; 2025Q3: 2,816 shares 2,816 $268K 0.03% +50 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 708 shares; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 762 shares 762 $268K 0.03% +14 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,119 shares; 2025Q1: 9,003 shares; 2025Q2: 9,377 shares; 2025Q3: 9,071 shares 9,071 $257K 0.03% -306 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: 623 shares; 2024Q4: 622 shares; 2025Q1: 568 shares; 2025Q2: 543 shares; 2025Q3: 511 shares 511 $255K 0.03% -32 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 554 shares; 2025Q1: 566 shares; 2025Q2: 567 shares; 2025Q3: 557 shares 557 $255K 0.03% -10 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,294 shares; 2025Q1: 2,321 shares; 2025Q2: 1,854 shares; 2025Q3: 1,377 shares 1,377 $253K 0.03% -477 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,480 shares 1,480 $252K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,243 shares; 2025Q3: 1,161 shares 1,161 $251K 0.03% -82 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58 shares 58 $249K 0.03% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: 507 shares 507 $249K 0.03% +33 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,315 shares 4,315 $246K 0.03% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 253 shares; 2025Q1: 255 shares; 2025Q2: 251 shares; 2025Q3: 253 shares 253 $241K 0.03% +2 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,205 shares; 2025Q3: 1,213 shares 1,213 $238K 0.03% +8 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: 2,537 shares; 2024Q4: 2,953 shares; 2025Q1: not reported; 2025Q2: 3,366 shares; 2025Q3: 3,406 shares 3,406 $237K 0.02% +40 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares 3,800 $234K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: 3,421 shares; 2025Q1: 3,425 shares; 2025Q2: 2,436 shares; 2025Q3: 2,440 shares 2,440 $234K 0.02% +4 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 606 shares; 2025Q1: 584 shares; 2025Q2: 727 shares; 2025Q3: 519 shares 519 $232K 0.02% -208 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: 1,430 shares; 2025Q3: 1,198 shares 1,198 $230K 0.02% -232 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,773 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,774 shares 3,774 $230K 0.02% new Timeline OEF 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: 1,721 shares; 2024Q4: 1,723 shares; 2025Q1: 1,724 shares; 2025Q2: 1,726 shares; 2025Q3: 682 shares 682 $227K 0.02% -1,044 Timeline RMD RESMED INC More: the full row for RESMED 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: 819 shares; 2025Q3: 824 shares 824 $226K 0.02% +5 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 4,667 shares; 2025Q1: 3,868 shares; 2025Q2: 3,855 shares; 2025Q3: 3,737 shares 3,737 $223K 0.02% -118 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 8,546 shares; 2025Q1: 8,592 shares; 2025Q2: 8,084 shares; 2025Q3: 4,168 shares 4,168 $221K 0.02% -3,916 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 928 shares 928 $219K 0.02% new 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: 568 shares; 2024Q4: 548 shares; 2025Q1: 762 shares; 2025Q2: 637 shares; 2025Q3: 554 shares 554 $217K 0.02% -83 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,940 shares; 2025Q2: not reported; 2025Q3: 1,912 shares 1,912 $215K 0.02% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,502 shares; 2025Q1: 3,515 shares; 2025Q2: 1,634 shares; 2025Q3: 1,641 shares 1,641 $213K 0.02% +7 Timeline XLU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,439 shares 2,439 $213K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 691 shares; 2025Q2: 701 shares; 2025Q3: 686 shares 686 $212K 0.02% -15 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,967 shares 1,967 $212K 0.02% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,114 shares; 2025Q3: 8,999 shares 8,999 $209K 0.02% -115 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,357 shares; 2025Q3: 2,357 shares 2,357 $208K 0.02% 0 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 883 shares 883 $206K 0.02% new Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,600 shares; 2024Q4: 17,600 shares; 2025Q1: 17,600 shares; 2025Q2: 17,600 shares; 2025Q3: 17,600 shares 17,600 $206K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 785 shares 785 $204K 0.02% +6 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 744 shares 744 $202K 0.02% new Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,943 shares 3,943 $202K 0.02% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,421 shares 1,421 $201K 0.02% new Timeline PANL PANGAEA LOGISTICS SOLUTION L More: the full row for PANGAEA LOGISTICS SOLUTION 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: 23,077 shares; 2025Q2: 23,077 shares; 2025Q3: 23,077 shares 23,077 $117K 0.01% 0 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,896 shares; 2024Q4: 10,896 shares; 2025Q1: 12,647 shares; 2025Q2: 12,647 shares; 2025Q3: 12,647 shares 12,647 $95.2K 0.01% 0 Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,132 shares; 2024Q4: 23,132 shares; 2025Q1: 23,132 shares; 2025Q2: 23,121 shares; 2025Q3: 23,121 shares 23,121 $89.5K 0.01% 0 Timeline BLNE BEELINE HOLDINGS INC More: the full row for BEELINE HOLDINGS 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: 14,000 shares 14,000 $55.4K 0.01% new Timeline