IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,553 shares; 2024Q4: 381,870 shares; 2025Q1: 393,465 shares; 2025Q2: 391,609 shares; 2025Q3: 379,808 shares; 2025Q4: 370,634 shares 370,634 $254M 20.84% -9,174 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077,926 shares; 2024Q4: 1,113,764 shares; 2025Q1: 1,151,203 shares; 2025Q2: 1,202,947 shares; 2025Q3: 1,188,224 shares; 2025Q4: 1,260,786 shares 1,260,786 $113M 9.26% +72,562 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130,093 shares; 2024Q4: 1,160,849 shares; 2025Q1: 1,242,930 shares; 2025Q2: 1,253,707 shares; 2025Q3: 1,241,548 shares; 2025Q4: 1,235,649 shares 1,235,649 $81.6M 6.69% -5,899 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594,203 shares; 2024Q4: 4,119,584 shares; 2025Q1: 2,567,549 shares; 2025Q2: 2,336,816 shares; 2025Q3: 2,168,519 shares; 2025Q4: 2,147,814 shares 2,147,814 $57.8M 4.74% -20,705 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,228 shares; 2024Q4: 388,358 shares; 2025Q1: 407,010 shares; 2025Q2: 416,197 shares; 2025Q3: 414,333 shares; 2025Q4: 411,692 shares 411,692 $49.5M 4.06% -2,641 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,337 shares; 2024Q4: 204,818 shares; 2025Q1: 480,814 shares; 2025Q2: 554,543 shares; 2025Q3: 594,975 shares; 2025Q4: 712,175 shares 712,175 $41.2M 3.39% +117,200 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,526 shares; 2024Q4: 127,972 shares; 2025Q1: 134,012 shares; 2025Q2: 131,585 shares; 2025Q3: 124,968 shares; 2025Q4: 125,644 shares 125,644 $34.2M 2.8% +676 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,122 shares; 2024Q4: 318,482 shares; 2025Q1: 370,882 shares; 2025Q2: 451,073 shares; 2025Q3: 460,537 shares; 2025Q4: 480,188 shares 480,188 $28.8M 2.36% +19,651 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,640 shares; 2024Q4: 151,830 shares; 2025Q1: 411,535 shares; 2025Q2: 477,974 shares; 2025Q3: 517,702 shares; 2025Q4: 611,870 shares 611,870 $28.7M 2.35% +94,168 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,936 shares; 2024Q4: 308,309 shares; 2025Q1: 334,123 shares; 2025Q2: 384,796 shares; 2025Q3: 377,278 shares; 2025Q4: 396,982 shares 396,982 $26.7M 2.19% +19,704 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,624 shares; 2024Q4: 59,926 shares; 2025Q1: 60,597 shares; 2025Q2: 58,144 shares; 2025Q3: 51,916 shares; 2025Q4: 52,575 shares 52,575 $25.4M 2.09% +659 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,506 shares; 2024Q4: 91,878 shares; 2025Q1: 91,144 shares; 2025Q2: 88,296 shares; 2025Q3: 79,268 shares; 2025Q4: 78,614 shares 78,614 $24.6M 2.02% -654 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,939 shares; 2024Q4: 1,470,840 shares; 2025Q1: 900,465 shares; 2025Q2: 831,548 shares; 2025Q3: 761,764 shares; 2025Q4: 761,000 shares 761,000 $22.9M 1.88% -764 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,454 shares; 2024Q4: 234,318 shares; 2025Q1: 235,057 shares; 2025Q2: 263,288 shares; 2025Q3: 265,337 shares; 2025Q4: 268,163 shares 268,163 $22.5M 1.84% +2,826 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,180 shares; 2024Q4: 837,117 shares; 2025Q1: 798,253 shares; 2025Q2: 751,291 shares; 2025Q3: 697,063 shares; 2025Q4: 667,037 shares 667,037 $21.8M 1.79% -30,026 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,009 shares; 2024Q4: 210,859 shares; 2025Q1: 208,996 shares; 2025Q2: 203,761 shares; 2025Q3: 201,359 shares; 2025Q4: 205,274 shares 205,274 $19.5M 1.6% +3,915 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,149 shares; 2024Q4: 344,507 shares; 2025Q1: 353,531 shares; 2025Q2: 361,806 shares; 2025Q3: 395,522 shares; 2025Q4: 409,756 shares 409,756 $19.3M 1.58% +14,234 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,915 shares; 2024Q4: 127,434 shares; 2025Q1: 122,909 shares; 2025Q2: 118,796 shares; 2025Q3: 102,694 shares; 2025Q4: 97,884 shares 97,884 $18.3M 1.5% -4,810 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,301 shares; 2024Q4: 825,170 shares; 2025Q1: 816,291 shares; 2025Q2: 687,946 shares; 2025Q3: 644,996 shares; 2025Q4: 659,652 shares 659,652 $15.9M 1.3% +14,656 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,644 shares; 2024Q4: 75,485 shares; 2025Q1: 75,319 shares; 2025Q2: 74,906 shares; 2025Q3: 65,201 shares; 2025Q4: 66,326 shares 66,326 $15.3M 1.26% +1,125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,175 shares; 2024Q4: 1,017,671 shares; 2025Q1: 656,074 shares; 2025Q2: 594,508 shares; 2025Q3: 539,057 shares; 2025Q4: 534,449 shares 534,449 $15.2M 1.25% -4,608 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,642 shares; 2024Q4: 16,303 shares; 2025Q1: 16,077 shares; 2025Q2: 15,497 shares; 2025Q3: 13,486 shares; 2025Q4: 13,664 shares 13,664 $11.8M 0.97% +178 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,004 shares; 2024Q4: 19,589 shares; 2025Q1: 19,229 shares; 2025Q2: 18,715 shares; 2025Q3: 16,091 shares; 2025Q4: 16,094 shares 16,094 $9.19M 0.75% +3 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,814 shares; 2024Q4: 82,872 shares; 2025Q1: 79,712 shares; 2025Q2: 78,396 shares; 2025Q3: 79,491 shares; 2025Q4: 80,604 shares 80,604 $8.89M 0.73% +1,113 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,512 shares; 2024Q4: 24,183 shares; 2025Q1: 25,456 shares; 2025Q2: 25,473 shares; 2025Q3: 24,310 shares; 2025Q4: 25,089 shares 25,089 $8.08M 0.66% +779 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,616 shares; 2024Q4: 24,804 shares; 2025Q1: 25,366 shares; 2025Q2: 25,869 shares; 2025Q3: 25,253 shares; 2025Q4: 24,686 shares 24,686 $7.05M 0.58% -567 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 15,013 shares; 2025Q1: 14,870 shares; 2025Q2: 14,273 shares; 2025Q3: 12,205 shares; 2025Q4: 11,965 shares 11,965 $6.93M 0.57% -240 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,936 shares; 2024Q4: 78,314 shares; 2025Q1: 67,937 shares; 2025Q2: 65,460 shares; 2025Q3: 56,196 shares; 2025Q4: 54,537 shares 54,537 $6.72M 0.55% -1,659 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,144 shares; 2024Q4: 48,122 shares; 2025Q1: 51,146 shares; 2025Q2: 64,855 shares; 2025Q3: 66,088 shares; 2025Q4: 66,637 shares 66,637 $6.66M 0.55% +549 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,705 shares; 2024Q4: 31,025 shares; 2025Q1: 27,680 shares; 2025Q2: 27,808 shares; 2025Q3: 27,326 shares; 2025Q4: 28,240 shares 28,240 $5.84M 0.48% +914 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,866 shares; 2024Q4: 28,043 shares; 2025Q1: 27,475 shares; 2025Q2: 22,326 shares; 2025Q3: 20,661 shares; 2025Q4: 20,110 shares 20,110 $5.84M 0.48% -551 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,292 shares; 2024Q4: 8,967 shares; 2025Q1: 8,096 shares; 2025Q2: 8,391 shares; 2025Q3: 7,609 shares; 2025Q4: 8,552 shares 8,552 $5.36M 0.44% +943 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 7,216 shares; 2025Q1: 7,126 shares; 2025Q2: 6,900 shares; 2025Q3: 6,174 shares; 2025Q4: 6,233 shares 6,233 $5.04M 0.41% +59 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 9,943 shares; 2025Q1: 10,749 shares; 2025Q2: 10,771 shares; 2025Q3: 9,832 shares; 2025Q4: 10,500 shares 10,500 $4.72M 0.39% +668 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,172 shares; 2024Q4: 34,465 shares; 2025Q1: 29,264 shares; 2025Q2: 29,423 shares; 2025Q3: 27,960 shares; 2025Q4: 30,388 shares 30,388 $4.63M 0.38% +2,428 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,664 shares; 2024Q4: 8,598 shares; 2025Q1: 8,837 shares; 2025Q2: 7,898 shares; 2025Q3: 7,682 shares; 2025Q4: 6,743 shares 6,743 $4.6M 0.38% -939 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,785 shares; 2024Q4: 290,237 shares; 2025Q1: 259,626 shares; 2025Q2: 151,391 shares; 2025Q3: 135,922 shares; 2025Q4: 136,526 shares 136,526 $4.47M 0.37% +604 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,135 shares; 2024Q4: 13,821 shares; 2025Q1: 14,031 shares; 2025Q2: 14,028 shares; 2025Q3: 13,647 shares; 2025Q4: 14,235 shares 14,235 $4.22M 0.35% +588 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,954 shares; 2024Q4: 8,541 shares; 2025Q1: 8,589 shares; 2025Q2: 8,463 shares; 2025Q3: 8,325 shares; 2025Q4: 8,319 shares 8,319 $4.18M 0.34% -6 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,582 shares; 2024Q4: 28,536 shares; 2025Q1: 29,084 shares; 2025Q2: 27,992 shares; 2025Q3: 25,546 shares; 2025Q4: 26,790 shares 26,790 $4.13M 0.34% +1,244 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,411 shares; 2024Q4: 15,655 shares; 2025Q1: 15,991 shares; 2025Q2: 16,243 shares; 2025Q3: 16,420 shares; 2025Q4: 17,748 shares 17,748 $4.06M 0.33% +1,328 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,038 shares; 2024Q4: 189,019 shares; 2025Q1: 169,813 shares; 2025Q2: 147,609 shares; 2025Q3: 139,206 shares; 2025Q4: 133,347 shares 133,347 $3.95M 0.32% -5,859 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,191 shares; 2024Q4: 8,402 shares; 2025Q1: 8,521 shares; 2025Q2: 8,159 shares; 2025Q3: 7,908 shares; 2025Q4: 8,214 shares 8,214 $3.85M 0.32% +306 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,708 shares; 2024Q4: 23,117 shares; 2025Q1: 19,783 shares; 2025Q2: 19,024 shares; 2025Q3: 17,861 shares; 2025Q4: 17,385 shares 17,385 $3.69M 0.3% -476 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,262 shares; 2024Q4: 29,412 shares; 2025Q1: 35,943 shares; 2025Q2: 36,258 shares; 2025Q3: 33,725 shares; 2025Q4: 34,360 shares 34,360 $3.67M 0.3% +635 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,924 shares; 2024Q4: 48,450 shares; 2025Q1: 49,396 shares; 2025Q2: 55,245 shares; 2025Q3: 55,389 shares; 2025Q4: 56,042 shares 56,042 $3.5M 0.29% +653 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,382 shares; 2024Q4: 29,524 shares; 2025Q1: 29,250 shares; 2025Q2: 30,449 shares; 2025Q3: 28,797 shares; 2025Q4: 31,419 shares 31,419 $3.5M 0.29% +2,622 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,982 shares; 2024Q4: 20,473 shares; 2025Q1: 20,463 shares; 2025Q2: 19,691 shares; 2025Q3: 18,993 shares; 2025Q4: 20,913 shares 20,913 $3.39M 0.28% +1,920 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,045 shares; 2024Q4: 18,361 shares; 2025Q1: 18,139 shares; 2025Q2: 17,079 shares; 2025Q3: 14,886 shares; 2025Q4: 14,636 shares 14,636 $3.39M 0.28% -250 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,079 shares; 2025Q1: 5,751 shares; 2025Q2: 5,681 shares; 2025Q3: 4,873 shares; 2025Q4: 5,004 shares 5,004 $3.3M 0.27% +131 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,579 shares; 2024Q4: 9,385 shares; 2025Q1: 9,422 shares; 2025Q2: 9,013 shares; 2025Q3: 7,936 shares; 2025Q4: 8,365 shares 8,365 $3.26M 0.27% +429 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 11,593 shares; 2025Q1: 11,568 shares; 2025Q2: 10,394 shares; 2025Q3: 10,013 shares; 2025Q4: 11,034 shares 11,034 $3.24M 0.27% +1,021 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,386 shares; 2024Q4: 17,836 shares; 2025Q1: 19,809 shares; 2025Q2: 19,676 shares; 2025Q3: 19,019 shares; 2025Q4: 21,263 shares 21,263 $3.05M 0.25% +2,244 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 7,409 shares; 2025Q1: 7,512 shares; 2025Q2: 7,689 shares; 2025Q3: 7,667 shares; 2025Q4: 8,517 shares 8,517 $2.87M 0.24% +850 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,470 shares; 2024Q4: 83,710 shares; 2025Q1: 83,335 shares; 2025Q2: 83,955 shares; 2025Q3: 79,503 shares; 2025Q4: 54,311 shares 54,311 $2.76M 0.23% -25,192 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,105 shares; 2024Q4: 9,841 shares; 2025Q1: 9,584 shares; 2025Q2: 10,146 shares; 2025Q3: 8,962 shares; 2025Q4: 8,792 shares 8,792 $2.69M 0.22% -170 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,856 shares; 2024Q4: 13,029 shares; 2025Q1: 11,962 shares; 2025Q2: 13,382 shares; 2025Q3: 12,004 shares; 2025Q4: 10,737 shares 10,737 $2.64M 0.22% -1,267 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,409 shares; 2024Q4: 7,241 shares; 2025Q1: 7,140 shares; 2025Q2: 6,911 shares; 2025Q3: 5,912 shares; 2025Q4: 5,864 shares 5,864 $2.61M 0.21% -48 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,008 shares; 2024Q4: 20,921 shares; 2025Q1: 21,285 shares; 2025Q2: 21,137 shares; 2025Q3: 21,235 shares; 2025Q4: 24,419 shares 24,419 $2.56M 0.21% +3,184 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,046 shares; 2024Q4: 28,113 shares; 2025Q1: 22,069 shares; 2025Q2: 22,211 shares; 2025Q3: 21,434 shares; 2025Q4: 21,006 shares 21,006 $2.53M 0.21% -428 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 4,460 shares; 2025Q1: 4,462 shares; 2025Q2: 4,481 shares; 2025Q3: 4,384 shares; 2025Q4: 4,375 shares 4,375 $2.51M 0.21% -9 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,726 shares; 2025Q1: 2,812 shares; 2025Q2: 2,782 shares; 2025Q3: 2,608 shares; 2025Q4: 2,277 shares 2,277 $2.45M 0.2% -331 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,538 shares; 2025Q1: 14,308 shares; 2025Q2: 14,428 shares; 2025Q3: 14,428 shares; 2025Q4: 14,698 shares 14,698 $2.36M 0.19% +270 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 5,752 shares; 2025Q1: 5,860 shares; 2025Q2: 5,968 shares; 2025Q3: 5,903 shares; 2025Q4: 6,845 shares 6,845 $2.36M 0.19% +942 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,936 shares; 2024Q4: 13,343 shares; 2025Q1: 13,878 shares; 2025Q2: 14,250 shares; 2025Q3: 14,310 shares; 2025Q4: 16,238 shares 16,238 $2.33M 0.19% +1,928 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,165 shares; 2025Q1: 4,701 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares; 2025Q4: 4,755 shares 4,755 $2.25M 0.18% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,237 shares; 2024Q4: 7,288 shares; 2025Q1: 7,487 shares; 2025Q2: 7,747 shares; 2025Q3: 7,533 shares; 2025Q4: 8,846 shares 8,846 $2.18M 0.18% +1,313 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,019 shares; 2024Q4: 51,437 shares; 2025Q1: 36,523 shares; 2025Q2: 36,481 shares; 2025Q3: 36,489 shares; 2025Q4: 36,086 shares 36,086 $2.08M 0.17% -403 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,030 shares; 2025Q1: 2,189 shares; 2025Q2: 2,049 shares; 2025Q3: 1,569 shares; 2025Q4: 5,928 shares 5,928 $2.08M 0.17% +4,359 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,505 shares; 2024Q4: 64,116 shares; 2025Q1: 45,939 shares; 2025Q2: 17,748 shares; 2025Q3: 17,463 shares; 2025Q4: 17,097 shares 17,097 $2.04M 0.17% -366 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,234 shares; 2024Q4: 117,362 shares; 2025Q1: 98,290 shares; 2025Q2: 43,426 shares; 2025Q3: 41,654 shares; 2025Q4: 42,127 shares 42,127 $2.03M 0.17% +473 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,473 shares; 2025Q2: 13,019 shares; 2025Q3: 13,150 shares; 2025Q4: 15,395 shares 15,395 $1.97M 0.16% +2,245 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,170 shares; 2024Q4: 5,166 shares; 2025Q1: 5,218 shares; 2025Q2: 5,005 shares; 2025Q3: 5,106 shares; 2025Q4: 6,229 shares 6,229 $1.95M 0.16% +1,123 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 8,710 shares; 2025Q1: 8,270 shares; 2025Q2: 8,270 shares; 2025Q3: 8,270 shares; 2025Q4: 8,270 shares 8,270 $1.74M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,357 shares; 2024Q4: 162,680 shares; 2025Q1: 145,266 shares; 2025Q2: 65,563 shares; 2025Q3: 64,737 shares; 2025Q4: 65,854 shares 65,854 $1.73M 0.14% +1,117 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,404 shares; 2025Q2: 3,487 shares; 2025Q3: 3,488 shares; 2025Q4: 14,689 shares 14,689 $1.72M 0.14% +11,201 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,230 shares; 2024Q4: 55,230 shares; 2025Q1: 55,230 shares; 2025Q2: 55,230 shares; 2025Q3: 55,230 shares; 2025Q4: 55,230 shares 55,230 $1.71M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 778 shares 778 $1.67M 0.14% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 4,067 shares; 2025Q1: 4,301 shares; 2025Q2: 4,078 shares; 2025Q3: 4,378 shares; 2025Q4: 4,742 shares 4,742 $1.64M 0.13% +364 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,361 shares; 2024Q4: 10,361 shares; 2025Q1: 13,291 shares; 2025Q2: 14,004 shares; 2025Q3: 14,551 shares; 2025Q4: 14,463 shares 14,463 $1.52M 0.12% -88 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 13,064 shares; 2025Q1: 13,615 shares; 2025Q2: 14,746 shares; 2025Q3: 15,810 shares; 2025Q4: 20,468 shares 20,468 $1.5M 0.12% +4,658 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 7,999 shares; 2025Q1: 7,834 shares; 2025Q2: 7,338 shares; 2025Q3: 5,841 shares; 2025Q4: 5,794 shares 5,794 $1.49M 0.12% -47 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 6,877 shares; 2025Q1: 6,891 shares; 2025Q2: 6,958 shares; 2025Q3: 7,007 shares; 2025Q4: 7,399 shares 7,399 $1.35M 0.11% +392 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,412 shares; 2025Q4: 3,275 shares 3,275 $1.3M 0.11% -137 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,985 shares; 2025Q1: 15,985 shares; 2025Q2: 15,985 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares 14,400 $1.29M 0.11% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,697 shares; 2024Q4: 26,788 shares; 2025Q1: 21,474 shares; 2025Q2: 21,527 shares; 2025Q3: 21,575 shares; 2025Q4: 21,642 shares 21,642 $1.25M 0.1% +67 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,466 shares; 2025Q1: 2,459 shares; 2025Q2: 2,421 shares; 2025Q3: 2,422 shares; 2025Q4: 2,438 shares 2,438 $1.19M 0.1% +16 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,083 shares; 2025Q1: 7,515 shares; 2025Q2: 12,377 shares; 2025Q3: 12,354 shares; 2025Q4: 13,172 shares 13,172 $1.11M 0.09% +818 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,281 shares; 2024Q4: 7,584 shares; 2025Q1: 15,043 shares; 2025Q2: 14,952 shares; 2025Q3: 15,046 shares; 2025Q4: 15,081 shares 15,081 $1.05M 0.09% +35 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,677 shares 1,677 $1.03M 0.08% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $1.02M 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,870 shares; 2025Q1: 2,818 shares; 2025Q2: 2,819 shares; 2025Q3: 2,819 shares; 2025Q4: 2,836 shares 2,836 $1M 0.08% +17 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 21,030 shares; 2025Q1: 19,896 shares; 2025Q2: 14,406 shares; 2025Q3: 10,341 shares; 2025Q4: 10,364 shares 10,364 $998K 0.08% +23 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,618 shares; 2024Q4: 13,722 shares; 2025Q1: 13,457 shares; 2025Q2: 14,337 shares; 2025Q3: 12,628 shares; 2025Q4: 12,787 shares 12,787 $965K 0.08% +159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,642 shares; 2024Q4: 9,653 shares; 2025Q1: 9,388 shares; 2025Q2: 8,738 shares; 2025Q3: 6,663 shares; 2025Q4: 6,697 shares 6,697 $965K 0.08% +34 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,972 shares; 2024Q4: 57,164 shares; 2025Q1: 56,606 shares; 2025Q2: 49,193 shares; 2025Q3: 57,500 shares; 2025Q4: 49,768 shares 49,768 $962K 0.08% -7,732 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 13,490 shares; 2025Q1: 16,041 shares; 2025Q2: 16,119 shares; 2025Q3: 16,193 shares; 2025Q4: 16,626 shares 16,626 $945K 0.08% +433 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 37,539 shares; 2025Q1: 39,907 shares; 2025Q2: 34,594 shares; 2025Q3: 27,509 shares; 2025Q4: 27,684 shares 27,684 $936K 0.08% +175 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,559 shares; 2025Q1: 4,572 shares; 2025Q2: 4,585 shares; 2025Q3: 4,598 shares; 2025Q4: 4,612 shares 4,612 $929K 0.08% +14 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 7,496 shares; 2025Q1: 7,544 shares; 2025Q2: 9,714 shares; 2025Q3: 9,714 shares; 2025Q4: 9,605 shares 9,605 $922K 0.08% -109 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,184 shares; 2024Q4: 15,216 shares; 2025Q1: 15,224 shares; 2025Q2: 10,470 shares; 2025Q3: 10,481 shares; 2025Q4: 9,486 shares 9,486 $919K 0.08% -995 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,559 shares; 2025Q1: 3,559 shares; 2025Q2: 4,128 shares; 2025Q3: 4,128 shares; 2025Q4: 4,163 shares 4,163 $869K 0.07% +35 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 3,526 shares; 2025Q1: 3,273 shares; 2025Q2: 2,803 shares; 2025Q3: 2,541 shares; 2025Q4: 2,610 shares 2,610 $862K 0.07% +69 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,550 shares; 2025Q1: 5,270 shares; 2025Q2: 5,270 shares; 2025Q3: 5,270 shares; 2025Q4: 5,270 shares 5,270 $860K 0.07% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,348 shares; 2024Q4: 33,568 shares; 2025Q1: 34,349 shares; 2025Q2: 34,331 shares; 2025Q3: 33,805 shares; 2025Q4: 34,425 shares 34,425 $855K 0.07% +620 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 7,669 shares; 2025Q1: 7,675 shares; 2025Q2: 7,057 shares; 2025Q3: 7,063 shares; 2025Q4: 7,213 shares 7,213 $837K 0.07% +150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 42,636 shares; 2025Q1: 44,903 shares; 2025Q2: 37,769 shares; 2025Q3: 27,553 shares; 2025Q4: 28,906 shares 28,906 $834K 0.07% +1,353 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 12,904 shares; 2025Q1: 12,907 shares; 2025Q2: 12,705 shares; 2025Q3: 10,438 shares; 2025Q4: 16,747 shares 16,747 $824K 0.07% +6,309 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,072 shares; 2025Q1: 8,185 shares; 2025Q2: 8,019 shares; 2025Q3: 7,978 shares; 2025Q4: 8,126 shares 8,126 $757K 0.06% +148 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 707 shares 707 $757K 0.06% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 5,689 shares; 2025Q1: 5,539 shares; 2025Q2: 3,989 shares; 2025Q3: 3,989 shares; 2025Q4: 4,153 shares 4,153 $738K 0.06% +164 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,796 shares; 2025Q1: 1,801 shares; 2025Q2: 1,805 shares; 2025Q3: 1,810 shares; 2025Q4: 1,815 shares 1,815 $702K 0.06% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,243 shares; 2025Q1: 24,928 shares; 2025Q2: 24,928 shares; 2025Q3: 24,928 shares; 2025Q4: 25,054 shares 25,054 $689K 0.06% +126 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 5,722 shares; 2025Q1: 5,430 shares; 2025Q2: 5,386 shares; 2025Q3: 4,950 shares; 2025Q4: 4,944 shares 4,944 $687K 0.06% -6 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,976 shares; 2024Q4: 16,052 shares; 2025Q1: 15,230 shares; 2025Q2: 14,947 shares; 2025Q3: 13,990 shares; 2025Q4: 10,374 shares 10,374 $661K 0.05% -3,616 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,928 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares 1,930 $624K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 5,156 shares; 2025Q1: 6,777 shares; 2025Q2: 6,804 shares; 2025Q3: 6,755 shares; 2025Q4: 7,977 shares 7,977 $614K 0.05% +1,222 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,698 shares; 2025Q1: 2,490 shares; 2025Q2: 2,704 shares; 2025Q3: 3,054 shares; 2025Q4: 3,321 shares 3,321 $609K 0.05% +267 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,565 shares; 2024Q4: 19,913 shares; 2025Q1: 19,921 shares; 2025Q2: 18,452 shares; 2025Q3: 16,980 shares; 2025Q4: 17,159 shares 17,159 $601K 0.05% +179 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,217 shares; 2024Q4: 109,897 shares; 2025Q1: 93,052 shares; 2025Q2: 30,037 shares; 2025Q3: 29,779 shares; 2025Q4: 25,696 shares 25,696 $601K 0.05% -4,083 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,573 shares; 2025Q1: 2,573 shares; 2025Q2: 2,492 shares; 2025Q3: 2,757 shares; 2025Q4: 2,973 shares 2,973 $579K 0.05% +216 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,319 shares; 2025Q2: 5,452 shares; 2025Q3: 5,452 shares; 2025Q4: 4,918 shares 4,918 $560K 0.05% -534 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,320 shares; 2025Q1: 1,205 shares; 2025Q2: 1,131 shares; 2025Q3: 1,186 shares; 2025Q4: 1,199 shares 1,199 $558K 0.05% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,651 shares; 2025Q1: 4,541 shares; 2025Q2: 4,520 shares; 2025Q3: 4,524 shares; 2025Q4: 4,196 shares 4,196 $557K 0.05% -328 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,915 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares; 2025Q3: 1,820 shares; 2025Q4: 1,803 shares 1,803 $545K 0.04% -17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,314 shares; 2025Q1: 5,330 shares; 2025Q2: 5,345 shares; 2025Q3: 5,364 shares; 2025Q4: 5,385 shares 5,385 $536K 0.04% +21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,177 shares; 2025Q2: 7,553 shares; 2025Q3: 9,690 shares; 2025Q4: 11,638 shares 11,638 $525K 0.04% +1,948 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 3,714 shares; 2025Q1: 3,724 shares; 2025Q2: 3,733 shares; 2025Q3: 3,419 shares; 2025Q4: 3,430 shares 3,430 $511K 0.04% +11 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,303 shares; 2025Q1: 15,304 shares; 2025Q2: 15,138 shares; 2025Q3: 13,581 shares; 2025Q4: 13,694 shares 13,694 $496K 0.04% +113 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,773 shares; 2025Q1: 3,783 shares; 2025Q2: 3,761 shares; 2025Q3: 3,815 shares; 2025Q4: 3,953 shares 3,953 $495K 0.04% +138 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 715 shares; 2025Q1: 716 shares; 2025Q2: 707 shares; 2025Q3: 768 shares; 2025Q4: 557 shares 557 $489K 0.04% -211 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,098 shares; 2024Q4: 10,098 shares; 2025Q1: 10,098 shares; 2025Q2: 10,098 shares; 2025Q3: 10,098 shares; 2025Q4: 10,098 shares 10,098 $488K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,499 shares; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,178 shares; 2025Q3: 2,091 shares; 2025Q4: 2,112 shares 2,112 $483K 0.04% +21 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,595 shares; 2025Q1: 1,529 shares; 2025Q2: 1,508 shares; 2025Q3: 990 shares; 2025Q4: 982 shares 982 $475K 0.04% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,136 shares; 2024Q4: 9,166 shares; 2025Q1: 9,180 shares; 2025Q2: 9,195 shares; 2025Q3: 9,207 shares; 2025Q4: 9,218 shares 9,218 $463K 0.04% +11 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,119 shares; 2024Q4: 6,102 shares; 2025Q1: 7,189 shares; 2025Q2: 6,971 shares; 2025Q3: 6,952 shares; 2025Q4: 8,341 shares 8,341 $459K 0.04% +1,389 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,787 shares; 2025Q4: 1,787 shares 1,787 $451K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,286 shares; 2024Q4: 12,342 shares; 2025Q1: 12,305 shares; 2025Q2: 12,392 shares; 2025Q3: 12,461 shares; 2025Q4: 12,526 shares 12,526 $444K 0.04% +65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,381 shares; 2024Q4: 34,724 shares; 2025Q1: 35,229 shares; 2025Q2: 35,081 shares; 2025Q3: 33,974 shares; 2025Q4: 33,614 shares 33,614 $441K 0.04% -360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,412 shares; 2025Q2: 14,427 shares; 2025Q3: 14,469 shares; 2025Q4: 13,756 shares 13,756 $438K 0.04% -713 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,711 shares; 2025Q4: 6,711 shares 6,711 $432K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,698 shares; 2025Q1: 1,754 shares; 2025Q2: 1,488 shares; 2025Q3: 1,736 shares; 2025Q4: 1,673 shares 1,673 $403K 0.03% -63 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 7,217 shares; 2025Q1: 2,783 shares; 2025Q2: 2,881 shares; 2025Q3: 2,092 shares; 2025Q4: 2,025 shares 2,025 $395K 0.03% -67 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,767 shares; 2025Q1: 1,769 shares; 2025Q2: 1,940 shares; 2025Q3: 1,943 shares; 2025Q4: 2,149 shares 2,149 $382K 0.03% +206 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,279 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares; 2025Q4: 2,357 shares 2,357 $377K 0.03% +94 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 2,205 shares; 2025Q1: 1,070 shares; 2025Q2: 3,459 shares; 2025Q3: 1,116 shares; 2025Q4: 1,119 shares 1,119 $375K 0.03% +3 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,236 shares; 2025Q1: 2,286 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,417 shares 2,417 $371K 0.03% +143 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,408 shares; 2025Q3: 1,317 shares; 2025Q4: 1,427 shares 1,427 $367K 0.03% +110 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,194 shares; 2024Q4: 21,534 shares; 2025Q1: 14,888 shares; 2025Q2: 14,684 shares; 2025Q3: 14,684 shares; 2025Q4: 14,684 shares 14,684 $366K 0.03% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 13,106 shares; 2025Q1: 14,141 shares; 2025Q2: 13,193 shares; 2025Q3: 13,238 shares; 2025Q4: 13,249 shares 13,249 $363K 0.03% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,544 shares; 2024Q4: 5,840 shares; 2025Q1: 5,466 shares; 2025Q2: 5,466 shares; 2025Q3: 4,801 shares; 2025Q4: 4,801 shares 4,801 $363K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 11,112 shares; 2025Q1: 9,112 shares; 2025Q2: 9,112 shares; 2025Q3: 9,112 shares; 2025Q4: 9,112 shares 9,112 $360K 0.03% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 8,024 shares; 2025Q1: 7,083 shares; 2025Q2: 7,083 shares; 2025Q3: 7,083 shares; 2025Q4: 7,083 shares 7,083 $347K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 3,845 shares 3,845 $337K 0.03% +45 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: 2,906 shares; 2025Q3: 2,906 shares; 2025Q4: 2,806 shares 2,806 $327K 0.03% -100 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,252 shares; 2025Q1: 2,252 shares; 2025Q2: 2,169 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares 2,170 $323K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 830 shares; 2025Q4: 850 shares 850 $315K 0.03% +20 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,383 shares; 2025Q4: 1,457 shares 1,457 $312K 0.03% +74 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,188 shares; 2025Q1: 7,524 shares; 2025Q2: 7,530 shares; 2025Q3: 7,083 shares; 2025Q4: 6,952 shares 6,952 $311K 0.03% -131 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,453 shares; 2025Q3: 4,453 shares; 2025Q4: 4,453 shares 4,453 $310K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 380 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 1,990 shares 1,990 $305K 0.03% +1,611 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,016 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 968 shares 968 $298K 0.02% -123 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 6,288 shares; 2025Q1: 6,288 shares; 2025Q2: 6,288 shares; 2025Q3: 6,288 shares; 2025Q4: 6,288 shares 6,288 $293K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,715 shares; 2025Q1: 1,716 shares; 2025Q2: 1,717 shares; 2025Q3: 926 shares; 2025Q4: 927 shares 927 $288K 0.02% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,654 shares; 2025Q1: 5,730 shares; 2025Q2: 5,815 shares; 2025Q3: 5,901 shares; 2025Q4: 6,116 shares 6,116 $273K 0.02% +215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,182 shares; 2025Q1: 2,460 shares; 2025Q2: 2,456 shares; 2025Q3: 2,457 shares; 2025Q4: 2,457 shares 2,457 $248K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,634 shares; 2025Q3: 4,589 shares; 2025Q4: 4,611 shares 4,611 $248K 0.02% +22 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 214 shares; 2025Q4: 2,618 shares 2,618 $245K 0.02% +2,404 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,389 shares 1,389 $238K 0.02% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,170 shares 9,170 $236K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares 1,042 $233K 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 367 shares; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 327 shares; 2025Q4: 305 shares 305 $230K 0.02% -22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,575 shares; 2024Q4: 96,308 shares; 2025Q1: 70,004 shares; 2025Q2: 22,453 shares; 2025Q3: 17,230 shares; 2025Q4: 8,924 shares 8,924 $224K 0.02% -8,306 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 812 shares 812 $220K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,131 shares 2,131 $219K 0.02% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: 3,138 shares; 2025Q1: not reported; 2025Q2: 2,741 shares; 2025Q3: 2,741 shares; 2025Q4: 2,833 shares 2,833 $213K 0.02% +92 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 736 shares; 2025Q4: 1,473 shares 1,473 $212K 0.02% +737 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 795 shares; 2025Q1: 784 shares; 2025Q2: 811 shares; 2025Q3: not reported; 2025Q4: 784 shares 784 $210K 0.02% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 6,043 shares; 2025Q1: 6,448 shares; 2025Q2: 6,425 shares; 2025Q3: 6,084 shares; 2025Q4: 5,120 shares 5,120 $209K 0.02% -964 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 367 shares 367 $208K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $195K 0.02% 0 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $151K 0.01% new Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $34.6K <0.01% new Timeline