IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,553 shares; 2024Q4: 381,870 shares; 2025Q1: 393,465 shares; 2025Q2: 391,609 shares 391,609 $243M 21.37% -1,856 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077,926 shares; 2024Q4: 1,113,764 shares; 2025Q1: 1,151,203 shares; 2025Q2: 1,202,947 shares 1,202,947 $100M 8.83% +51,744 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130,093 shares; 2024Q4: 1,160,849 shares; 2025Q1: 1,242,930 shares; 2025Q2: 1,253,707 shares 1,253,707 $77.8M 6.83% +10,777 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594,203 shares; 2024Q4: 4,119,584 shares; 2025Q1: 2,567,549 shares; 2025Q2: 2,336,816 shares 2,336,816 $57.1M 5.02% -230,733 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,228 shares; 2024Q4: 388,358 shares; 2025Q1: 407,010 shares; 2025Q2: 416,197 shares 416,197 $45.5M 4% +9,187 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,337 shares; 2024Q4: 204,818 shares; 2025Q1: 480,814 shares; 2025Q2: 554,543 shares 554,543 $30.2M 2.65% +73,729 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,624 shares; 2024Q4: 59,926 shares; 2025Q1: 60,597 shares; 2025Q2: 58,144 shares 58,144 $28.9M 2.54% -2,453 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,526 shares; 2024Q4: 127,972 shares; 2025Q1: 134,012 shares; 2025Q2: 131,585 shares 131,585 $27M 2.37% -2,427 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,122 shares; 2024Q4: 318,482 shares; 2025Q1: 370,882 shares; 2025Q2: 451,073 shares 451,073 $27M 2.37% +80,191 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,939 shares; 2024Q4: 1,470,840 shares; 2025Q1: 900,465 shares; 2025Q2: 831,548 shares 831,548 $23.3M 2.05% -68,917 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,936 shares; 2024Q4: 308,309 shares; 2025Q1: 334,123 shares; 2025Q2: 384,796 shares 384,796 $23.1M 2.03% +50,673 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,180 shares; 2024Q4: 837,117 shares; 2025Q1: 798,253 shares; 2025Q2: 751,291 shares 751,291 $21.9M 1.93% -46,962 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,454 shares; 2024Q4: 234,318 shares; 2025Q1: 235,057 shares; 2025Q2: 263,288 shares 263,288 $21.8M 1.92% +28,231 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,640 shares; 2024Q4: 151,830 shares; 2025Q1: 411,535 shares; 2025Q2: 477,974 shares 477,974 $20.4M 1.79% +66,439 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,009 shares; 2024Q4: 210,859 shares; 2025Q1: 208,996 shares; 2025Q2: 203,761 shares 203,761 $19.1M 1.68% -5,235 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,915 shares; 2024Q4: 127,434 shares; 2025Q1: 122,909 shares; 2025Q2: 118,796 shares 118,796 $18.8M 1.65% -4,113 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,149 shares; 2024Q4: 344,507 shares; 2025Q1: 353,531 shares; 2025Q2: 361,806 shares 361,806 $16.8M 1.47% +8,275 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,644 shares; 2024Q4: 75,485 shares; 2025Q1: 75,319 shares; 2025Q2: 74,906 shares 74,906 $16.4M 1.44% -413 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,506 shares; 2024Q4: 91,878 shares; 2025Q1: 91,144 shares; 2025Q2: 88,296 shares 88,296 $15.6M 1.37% -2,848 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,642 shares; 2024Q4: 16,303 shares; 2025Q1: 16,077 shares; 2025Q2: 15,497 shares 15,497 $15.3M 1.35% -580 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,301 shares; 2024Q4: 825,170 shares; 2025Q1: 816,291 shares; 2025Q2: 687,946 shares 687,946 $15.2M 1.34% -128,345 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,175 shares; 2024Q4: 1,017,671 shares; 2025Q1: 656,074 shares; 2025Q2: 594,508 shares 594,508 $15M 1.32% -61,566 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,004 shares; 2024Q4: 19,589 shares; 2025Q1: 19,229 shares; 2025Q2: 18,715 shares 18,715 $10.5M 0.92% -514 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,814 shares; 2024Q4: 82,872 shares; 2025Q1: 79,712 shares; 2025Q2: 78,396 shares 78,396 $8.6M 0.76% -1,316 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,512 shares; 2024Q4: 24,183 shares; 2025Q1: 25,456 shares; 2025Q2: 25,473 shares 25,473 $7.38M 0.65% +17 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,936 shares; 2024Q4: 78,314 shares; 2025Q1: 67,937 shares; 2025Q2: 65,460 shares 65,460 $7.21M 0.63% -2,477 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,144 shares; 2024Q4: 48,122 shares; 2025Q1: 51,146 shares; 2025Q2: 64,855 shares 64,855 $6.43M 0.57% +13,709 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,866 shares; 2024Q4: 28,043 shares; 2025Q1: 27,475 shares; 2025Q2: 22,326 shares 22,326 $6.25M 0.55% -5,149 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,470 shares; 2024Q4: 83,710 shares; 2025Q1: 83,335 shares; 2025Q2: 83,955 shares 83,955 $5.79M 0.51% +620 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 15,013 shares; 2025Q1: 14,870 shares; 2025Q2: 14,273 shares 14,273 $5.79M 0.51% -597 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 7,216 shares; 2025Q1: 7,126 shares; 2025Q2: 6,900 shares 6,900 $5.2M 0.46% -226 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,664 shares; 2024Q4: 8,598 shares; 2025Q1: 8,837 shares; 2025Q2: 7,898 shares 7,898 $4.88M 0.43% -939 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,292 shares; 2024Q4: 8,967 shares; 2025Q1: 8,096 shares; 2025Q2: 8,391 shares 8,391 $4.77M 0.42% +295 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,785 shares; 2024Q4: 290,237 shares; 2025Q1: 259,626 shares; 2025Q2: 151,391 shares 151,391 $4.56M 0.4% -108,235 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,705 shares; 2024Q4: 31,025 shares; 2025Q1: 27,680 shares; 2025Q2: 27,808 shares 27,808 $4.25M 0.37% +128 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,172 shares; 2024Q4: 34,465 shares; 2025Q1: 29,264 shares; 2025Q2: 29,423 shares 29,423 $4.21M 0.37% +159 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,079 shares; 2025Q1: 5,751 shares; 2025Q2: 5,681 shares 5,681 $4.19M 0.37% -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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,582 shares; 2024Q4: 28,536 shares; 2025Q1: 29,084 shares; 2025Q2: 27,992 shares 27,992 $4.19M 0.37% -1,092 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,191 shares; 2024Q4: 8,402 shares; 2025Q1: 8,521 shares; 2025Q2: 8,159 shares 8,159 $4.16M 0.37% -362 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,135 shares; 2024Q4: 13,821 shares; 2025Q1: 14,031 shares; 2025Q2: 14,028 shares 14,028 $4.14M 0.36% -3 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,954 shares; 2024Q4: 8,541 shares; 2025Q1: 8,589 shares; 2025Q2: 8,463 shares 8,463 $4.11M 0.36% -126 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,038 shares; 2024Q4: 189,019 shares; 2025Q1: 169,813 shares; 2025Q2: 147,609 shares 147,609 $4.08M 0.36% -22,204 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,579 shares; 2024Q4: 9,385 shares; 2025Q1: 9,422 shares; 2025Q2: 9,013 shares 9,013 $3.94M 0.35% -409 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,045 shares; 2024Q4: 18,361 shares; 2025Q1: 18,139 shares; 2025Q2: 17,079 shares 17,079 $3.93M 0.35% -1,060 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,409 shares; 2024Q4: 7,241 shares; 2025Q1: 7,140 shares; 2025Q2: 6,911 shares 6,911 $3.92M 0.34% -229 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,708 shares; 2024Q4: 23,117 shares; 2025Q1: 19,783 shares; 2025Q2: 19,024 shares 19,024 $3.72M 0.33% -759 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,982 shares; 2024Q4: 20,473 shares; 2025Q1: 20,463 shares; 2025Q2: 19,691 shares 19,691 $3.61M 0.32% -772 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,262 shares; 2024Q4: 29,412 shares; 2025Q1: 35,943 shares; 2025Q2: 36,258 shares 36,258 $3.46M 0.3% +315 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 9,943 shares; 2025Q1: 10,749 shares; 2025Q2: 10,771 shares 10,771 $3.42M 0.3% +22 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,616 shares; 2024Q4: 24,804 shares; 2025Q1: 25,366 shares; 2025Q2: 25,869 shares 25,869 $3.19M 0.28% +503 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,924 shares; 2024Q4: 48,450 shares; 2025Q1: 49,396 shares; 2025Q2: 55,245 shares 55,245 $3.15M 0.28% +5,849 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,386 shares; 2024Q4: 17,836 shares; 2025Q1: 19,809 shares; 2025Q2: 19,676 shares 19,676 $3.13M 0.28% -133 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,411 shares; 2024Q4: 15,655 shares; 2025Q1: 15,991 shares; 2025Q2: 16,243 shares 16,243 $3.02M 0.27% +252 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,382 shares; 2024Q4: 29,524 shares; 2025Q1: 29,250 shares; 2025Q2: 30,449 shares 30,449 $2.98M 0.26% +1,199 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,105 shares; 2024Q4: 9,841 shares; 2025Q1: 9,584 shares; 2025Q2: 10,146 shares 10,146 $2.96M 0.26% +562 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,856 shares; 2024Q4: 13,029 shares; 2025Q1: 11,962 shares; 2025Q2: 13,382 shares 13,382 $2.89M 0.25% +1,420 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,538 shares; 2025Q1: 14,308 shares; 2025Q2: 14,428 shares 14,428 $2.63M 0.23% +120 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 11,593 shares; 2025Q1: 11,568 shares; 2025Q2: 10,394 shares 10,394 $2.61M 0.23% -1,174 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,008 shares; 2024Q4: 20,921 shares; 2025Q1: 21,285 shares; 2025Q2: 21,137 shares 21,137 $2.53M 0.22% -148 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,046 shares; 2024Q4: 28,113 shares; 2025Q1: 22,069 shares; 2025Q2: 22,211 shares 22,211 $2.39M 0.21% +142 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 7,999 shares; 2025Q1: 7,834 shares; 2025Q2: 7,338 shares 7,338 $2.26M 0.2% -496 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 7,409 shares; 2025Q1: 7,512 shares; 2025Q2: 7,689 shares 7,689 $2.24M 0.2% +177 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 5,752 shares; 2025Q1: 5,860 shares; 2025Q2: 5,968 shares 5,968 $2.19M 0.19% +108 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,726 shares; 2025Q1: 2,812 shares; 2025Q2: 2,782 shares 2,782 $2.17M 0.19% -30 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,019 shares; 2024Q4: 51,437 shares; 2025Q1: 36,523 shares; 2025Q2: 36,481 shares 36,481 $2.14M 0.19% -42 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,505 shares; 2024Q4: 64,116 shares; 2025Q1: 45,939 shares; 2025Q2: 17,748 shares 17,748 $2.11M 0.19% -28,191 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,234 shares; 2024Q4: 117,362 shares; 2025Q1: 98,290 shares; 2025Q2: 43,426 shares 43,426 $2.08M 0.18% -54,864 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,165 shares; 2025Q1: 4,701 shares; 2025Q2: 4,755 shares 4,755 $2.02M 0.18% +54 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,237 shares; 2024Q4: 7,288 shares; 2025Q1: 7,487 shares; 2025Q2: 7,747 shares 7,747 $1.92M 0.17% +260 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,936 shares; 2024Q4: 13,343 shares; 2025Q1: 13,878 shares; 2025Q2: 14,250 shares 14,250 $1.88M 0.17% +372 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 4,460 shares; 2025Q1: 4,462 shares; 2025Q2: 4,481 shares 4,481 $1.74M 0.15% +19 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 8,710 shares; 2025Q1: 8,270 shares; 2025Q2: 8,270 shares 8,270 $1.61M 0.14% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,357 shares; 2024Q4: 162,680 shares; 2025Q1: 145,266 shares; 2025Q2: 65,563 shares 65,563 $1.56M 0.14% -79,703 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,230 shares; 2024Q4: 55,230 shares; 2025Q1: 55,230 shares; 2025Q2: 55,230 shares 55,230 $1.56M 0.14% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 778 shares 778 $1.55M 0.14% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,473 shares; 2025Q2: 13,019 shares 13,019 $1.37M 0.12% +546 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,985 shares; 2025Q1: 15,985 shares; 2025Q2: 15,985 shares 15,985 $1.34M 0.12% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 21,030 shares; 2025Q1: 19,896 shares; 2025Q2: 14,406 shares 14,406 $1.32M 0.12% -5,490 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 13,064 shares; 2025Q1: 13,615 shares; 2025Q2: 14,746 shares 14,746 $1.2M 0.11% +1,131 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,576 shares; 2024Q4: 14,300 shares; 2025Q1: 14,834 shares; 2025Q2: 15,992 shares 15,992 $1.19M 0.1% +1,158 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 37,539 shares; 2025Q1: 39,907 shares; 2025Q2: 34,594 shares 34,594 $1.16M 0.1% -5,313 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,697 shares; 2024Q4: 26,788 shares; 2025Q1: 21,474 shares; 2025Q2: 21,527 shares 21,527 $1.16M 0.1% +53 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 6,877 shares; 2025Q1: 6,891 shares; 2025Q2: 6,958 shares 6,958 $1.15M 0.1% +67 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,642 shares; 2024Q4: 9,653 shares; 2025Q1: 9,388 shares; 2025Q2: 8,738 shares 8,738 $1.13M 0.1% -650 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 4,067 shares; 2025Q1: 4,301 shares; 2025Q2: 4,078 shares 4,078 $1.12M 0.1% -223 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,361 shares; 2024Q4: 10,361 shares; 2025Q1: 13,291 shares; 2025Q2: 14,004 shares 14,004 $1.11M 0.1% +713 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 42,636 shares; 2025Q1: 44,903 shares; 2025Q2: 37,769 shares 37,769 $1.09M 0.1% -7,134 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,976 shares; 2024Q4: 16,052 shares; 2025Q1: 15,230 shares; 2025Q2: 14,947 shares 14,947 $1.06M 0.09% -283 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,466 shares; 2025Q1: 2,459 shares; 2025Q2: 2,421 shares 2,421 $1.06M 0.09% -38 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,281 shares; 2024Q4: 7,584 shares; 2025Q1: 15,043 shares; 2025Q2: 14,952 shares 14,952 $1.06M 0.09% -91 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 2,205 shares; 2025Q1: 1,070 shares; 2025Q2: 3,459 shares 3,459 $1.05M 0.09% +2,389 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,348 shares; 2024Q4: 33,568 shares; 2025Q1: 34,349 shares; 2025Q2: 34,331 shares 34,331 $994K 0.09% -18 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,618 shares; 2024Q4: 13,722 shares; 2025Q1: 13,457 shares; 2025Q2: 14,337 shares 14,337 $991K 0.09% +880 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,083 shares; 2025Q1: 7,515 shares; 2025Q2: 12,377 shares 12,377 $957K 0.08% +4,862 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,184 shares; 2024Q4: 15,216 shares; 2025Q1: 15,224 shares; 2025Q2: 10,470 shares 10,470 $953K 0.08% -4,754 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,870 shares; 2025Q1: 2,818 shares; 2025Q2: 2,819 shares 2,819 $910K 0.08% +1 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,559 shares; 2025Q1: 4,572 shares; 2025Q2: 4,585 shares 4,585 $889K 0.08% +13 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,170 shares; 2024Q4: 5,166 shares; 2025Q1: 5,218 shares; 2025Q2: 5,005 shares 5,005 $888K 0.08% -213 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,972 shares; 2024Q4: 57,164 shares; 2025Q1: 56,606 shares; 2025Q2: 49,193 shares 49,193 $887K 0.08% -7,413 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 3,526 shares; 2025Q1: 3,273 shares; 2025Q2: 2,803 shares 2,803 $874K 0.08% -470 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 7,496 shares; 2025Q1: 7,544 shares; 2025Q2: 9,714 shares 9,714 $868K 0.08% +2,170 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,150 shares 2,150 $853K 0.07% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 13,490 shares; 2025Q1: 16,041 shares; 2025Q2: 16,119 shares 16,119 $844K 0.07% +78 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,499 shares; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,178 shares 4,178 $825K 0.07% +111 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 5,722 shares; 2025Q1: 5,430 shares; 2025Q2: 5,386 shares 5,386 $797K 0.07% -44 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,559 shares; 2025Q1: 3,559 shares; 2025Q2: 4,128 shares 4,128 $770K 0.07% +569 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,243 shares; 2025Q1: 24,928 shares; 2025Q2: 24,928 shares 24,928 $733K 0.06% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,030 shares; 2025Q1: 2,189 shares; 2025Q2: 2,049 shares 2,049 $728K 0.06% -140 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,595 shares; 2025Q1: 1,529 shares; 2025Q2: 1,508 shares 1,508 $698K 0.06% -21 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,217 shares; 2024Q4: 109,897 shares; 2025Q1: 93,052 shares; 2025Q2: 30,037 shares 30,037 $698K 0.06% -63,015 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,550 shares; 2025Q1: 5,270 shares; 2025Q2: 5,270 shares 5,270 $683K 0.06% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,319 shares; 2025Q2: 5,452 shares 5,452 $676K 0.06% +1,133 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 7,217 shares; 2025Q1: 2,783 shares; 2025Q2: 2,881 shares 2,881 $671K 0.06% +98 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 7,669 shares; 2025Q1: 7,675 shares; 2025Q2: 7,057 shares 7,057 $643K 0.06% -618 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,072 shares; 2025Q1: 8,185 shares; 2025Q2: 8,019 shares 8,019 $642K 0.06% -166 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,796 shares; 2025Q1: 1,801 shares; 2025Q2: 1,805 shares 1,805 $634K 0.06% +4 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,928 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares 1,929 $633K 0.06% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,565 shares; 2024Q4: 19,913 shares; 2025Q1: 19,921 shares; 2025Q2: 18,452 shares 18,452 $625K 0.05% -1,469 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,651 shares; 2025Q1: 4,541 shares; 2025Q2: 4,520 shares 4,520 $603K 0.05% -21 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,320 shares; 2025Q1: 1,205 shares; 2025Q2: 1,131 shares 1,131 $575K 0.05% -74 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,575 shares; 2024Q4: 96,308 shares; 2025Q1: 70,004 shares; 2025Q2: 22,453 shares 22,453 $562K 0.05% -47,551 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 12,904 shares; 2025Q1: 12,907 shares; 2025Q2: 12,705 shares 12,705 $546K 0.05% -202 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,573 shares; 2025Q1: 2,573 shares; 2025Q2: 2,492 shares 2,492 $545K 0.05% -81 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 5,689 shares; 2025Q1: 5,539 shares; 2025Q2: 3,989 shares 3,989 $544K 0.05% -1,550 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,915 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares 1,915 $530K 0.05% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,773 shares; 2025Q1: 3,783 shares; 2025Q2: 3,761 shares 3,761 $512K 0.04% -22 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 3,714 shares; 2025Q1: 3,724 shares; 2025Q2: 3,733 shares 3,733 $505K 0.04% +9 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 715 shares; 2025Q1: 716 shares; 2025Q2: 707 shares 707 $500K 0.04% -9 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,303 shares; 2025Q1: 15,304 shares; 2025Q2: 15,138 shares 15,138 $494K 0.04% -166 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 5,156 shares; 2025Q1: 6,777 shares; 2025Q2: 6,804 shares 6,804 $472K 0.04% +27 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,715 shares; 2025Q1: 1,716 shares; 2025Q2: 1,717 shares 1,717 $469K 0.04% +1 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,314 shares; 2025Q1: 5,330 shares; 2025Q2: 5,345 shares 5,345 $466K 0.04% +15 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares 1,786 $462K 0.04% 0 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,412 shares; 2025Q2: 14,427 shares 14,427 $456K 0.04% +15 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,098 shares; 2024Q4: 10,098 shares; 2025Q1: 10,098 shares; 2025Q2: 10,098 shares 10,098 $433K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,404 shares; 2025Q2: 3,487 shares 3,487 $411K 0.04% +83 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,544 shares; 2024Q4: 5,840 shares; 2025Q1: 5,466 shares; 2025Q2: 5,466 shares 5,466 $399K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,698 shares; 2025Q1: 2,490 shares; 2025Q2: 2,704 shares 2,704 $395K 0.03% +214 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,286 shares; 2024Q4: 12,342 shares; 2025Q1: 12,305 shares; 2025Q2: 12,392 shares 12,392 $394K 0.03% +87 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares 292 $391K 0.03% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 380 shares; 2025Q1: 379 shares; 2025Q2: 379 shares 379 $390K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,381 shares; 2024Q4: 34,724 shares; 2025Q1: 35,229 shares; 2025Q2: 35,081 shares 35,081 $381K 0.03% -148 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,194 shares; 2024Q4: 21,534 shares; 2025Q1: 14,888 shares; 2025Q2: 14,684 shares 14,684 $356K 0.03% -204 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 13,106 shares; 2025Q1: 14,141 shares; 2025Q2: 13,193 shares 13,193 $350K 0.03% -948 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,279 shares; 2025Q2: 2,263 shares 2,263 $345K 0.03% -16 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,698 shares; 2025Q1: 1,754 shares; 2025Q2: 1,488 shares 1,488 $330K 0.03% -266 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,119 shares; 2024Q4: 6,102 shares; 2025Q1: 7,189 shares; 2025Q2: 6,971 shares 6,971 $330K 0.03% -218 Timeline FLXS FLEXSTEEL INDS INC More: the full row for FLEXSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 11,112 shares; 2025Q1: 9,112 shares; 2025Q2: 9,112 shares 9,112 $328K 0.03% 0 Timeline FRAF FRANKLIN FINL SVCS CORP More: the full row for FRANKLIN FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,136 shares; 2024Q4: 9,166 shares; 2025Q1: 9,180 shares; 2025Q2: 9,195 shares 9,195 $318K 0.03% +15 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,182 shares; 2025Q1: 2,460 shares; 2025Q2: 2,456 shares 2,456 $317K 0.03% -4 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,177 shares; 2025Q2: 7,553 shares 7,553 $312K 0.03% +1,376 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,188 shares; 2025Q1: 7,524 shares; 2025Q2: 7,530 shares 7,530 $303K 0.03% +6 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares 1,042 $300K 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,252 shares; 2025Q1: 2,252 shares; 2025Q2: 2,169 shares 2,169 $293K 0.03% -83 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,453 shares 4,453 $284K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,236 shares; 2025Q1: 2,286 shares; 2025Q2: 2,274 shares 2,274 $281K 0.02% -12 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,016 shares; 2025Q2: 1,091 shares 1,091 $281K 0.02% +75 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 6,043 shares; 2025Q1: 6,448 shares; 2025Q2: 6,425 shares 6,425 $278K 0.02% -23 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,767 shares; 2025Q1: 1,769 shares; 2025Q2: 1,940 shares 1,940 $273K 0.02% +171 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 8,024 shares; 2025Q1: 7,083 shares; 2025Q2: 7,083 shares 7,083 $272K 0.02% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,654 shares; 2025Q1: 5,730 shares; 2025Q2: 5,815 shares 5,815 $271K 0.02% +85 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 6,288 shares; 2025Q1: 6,288 shares; 2025Q2: 6,288 shares 6,288 $266K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 953 shares; 2025Q1: 956 shares; 2025Q2: 943 shares 943 $263K 0.02% -13 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,408 shares 1,408 $258K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: 2,906 shares 2,906 $247K 0.02% -56 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 795 shares; 2025Q1: 784 shares; 2025Q2: 811 shares 811 $242K 0.02% +27 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 760 shares 760 $242K 0.02% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,634 shares 4,634 $229K 0.02% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,131 shares 2,131 $219K 0.02% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,229 shares 1,229 $217K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares 25,000 $208K 0.02% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 2,028 shares; 2025Q1: not reported; 2025Q2: 2,026 shares 2,026 $205K 0.02% new Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: 3,138 shares; 2025Q1: not reported; 2025Q2: 2,741 shares 2,741 $204K 0.02% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 717 shares 717 $204K 0.02% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares 800 $203K 0.02% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 367 shares; 2025Q1: not reported; 2025Q2: 305 shares 305 $202K 0.02% new Timeline