VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,605 shares; 2024Q4: 218,065 shares; 2025Q1: 226,662 shares; 2025Q2: 226,185 shares; 2025Q3: 234,889 shares 234,889 $113M 9.44% +8,704 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,851 shares; 2024Q4: 161,037 shares; 2025Q1: 166,308 shares; 2025Q2: 171,843 shares; 2025Q3: 180,562 shares 180,562 $111M 9.28% +8,719 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,993 shares; 2024Q4: 463,379 shares; 2025Q1: 475,614 shares; 2025Q2: 503,771 shares; 2025Q3: 534,142 shares 534,142 $100M 8.38% +30,371 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144,727 shares; 2024Q4: 1,215,359 shares; 2025Q1: 1,315,097 shares; 2025Q2: 1,381,169 shares; 2025Q3: 1,450,910 shares 1,450,910 $94.7M 7.92% +69,741 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,574 shares; 2024Q4: 534,340 shares; 2025Q1: 546,585 shares; 2025Q2: 576,384 shares; 2025Q3: 604,482 shares 604,482 $52.8M 4.42% +28,098 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,004 shares; 2024Q4: 107,204 shares; 2025Q1: 104,060 shares; 2025Q2: 103,644 shares; 2025Q3: 102,296 shares 102,296 $47.9M 4.01% -1,348 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,861 shares; 2024Q4: 255,738 shares; 2025Q1: 251,882 shares; 2025Q2: 253,243 shares; 2025Q3: 253,320 shares 253,320 $47.3M 3.96% +77 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,476 shares; 2024Q4: 119,262 shares; 2025Q1: 120,389 shares; 2025Q2: 127,314 shares; 2025Q3: 126,817 shares 126,817 $32.3M 2.7% -497 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,906 shares; 2024Q4: 202,152 shares; 2025Q1: 225,726 shares; 2025Q2: 240,711 shares; 2025Q3: 253,923 shares 253,923 $30.2M 2.53% +13,212 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,433 shares; 2024Q4: 233,877 shares; 2025Q1: 239,359 shares; 2025Q2: 255,040 shares; 2025Q3: 271,309 shares 271,309 $29M 2.42% +16,269 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,478 shares; 2024Q4: 137,418 shares; 2025Q1: 136,351 shares; 2025Q2: 137,894 shares; 2025Q3: 139,348 shares 139,348 $28.4M 2.37% +1,454 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,919 shares; 2024Q4: 49,658 shares; 2025Q1: 48,853 shares; 2025Q2: 50,830 shares; 2025Q3: 50,208 shares 50,208 $26M 2.18% -622 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,312 shares; 2024Q4: 142,485 shares; 2025Q1: 162,281 shares; 2025Q2: 171,467 shares; 2025Q3: 182,040 shares 182,040 $19.4M 1.62% +10,573 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,213 shares; 2024Q4: 284,204 shares; 2025Q1: 328,008 shares; 2025Q2: 349,793 shares; 2025Q3: 382,265 shares 382,265 $19.4M 1.62% +32,472 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706,121 shares; 2024Q4: 712,254 shares; 2025Q1: 813,010 shares; 2025Q2: 862,168 shares; 2025Q3: 943,851 shares 943,851 $19M 1.59% +81,683 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,818 shares; 2024Q4: 142,346 shares; 2025Q1: 148,784 shares; 2025Q2: 159,615 shares; 2025Q3: 174,758 shares 174,758 $16.7M 1.4% +15,143 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,694 shares; 2024Q4: 70,370 shares; 2025Q1: 55,013 shares; 2025Q2: 56,001 shares; 2025Q3: 50,090 shares 50,090 $16.5M 1.38% -5,911 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,733 shares; 2024Q4: 70,423 shares; 2025Q1: 70,891 shares; 2025Q2: 72,315 shares; 2025Q3: 72,370 shares 72,370 $15.9M 1.33% +55 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,794 shares; 2024Q4: 243,192 shares; 2025Q1: 337,364 shares; 2025Q2: 445,132 shares; 2025Q3: 547,150 shares 547,150 $13.4M 1.12% +102,018 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,675 shares; 2024Q4: 33,057 shares; 2025Q1: 33,660 shares; 2025Q2: 35,237 shares; 2025Q3: 36,323 shares 36,323 $11.5M 0.96% +1,086 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,944 shares; 2024Q4: 16,674 shares; 2025Q1: 15,307 shares; 2025Q2: 16,129 shares; 2025Q3: 16,123 shares 16,123 $10.7M 0.9% -6 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,274 shares; 2024Q4: 11,830 shares; 2025Q1: 11,735 shares; 2025Q2: 12,032 shares; 2025Q3: 12,827 shares 12,827 $9.42M 0.79% +795 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,124 shares; 2024Q4: 39,260 shares; 2025Q1: 36,604 shares; 2025Q2: 36,872 shares; 2025Q3: 37,024 shares 37,024 $8.96M 0.75% +152 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,026 shares; 2024Q4: 14,250 shares; 2025Q1: 14,363 shares; 2025Q2: 14,686 shares; 2025Q3: 14,905 shares 14,905 $8.88M 0.74% +219 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,315 shares; 2024Q4: 11,446 shares; 2025Q1: 10,854 shares; 2025Q2: 11,217 shares; 2025Q3: 12,221 shares 12,221 $7.34M 0.61% +1,004 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,232 shares; 2024Q4: 21,597 shares; 2025Q1: 22,709 shares; 2025Q2: 23,182 shares; 2025Q3: 29,577 shares 29,577 $7.2M 0.6% +6,395 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,126 shares; 2024Q4: 7,767 shares; 2025Q1: 7,827 shares; 2025Q2: 11,526 shares; 2025Q3: 12,844 shares 12,844 $6.46M 0.54% +1,318 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 4,863 shares; 2025Q1: 5,162 shares; 2025Q2: 5,167 shares; 2025Q3: 5,323 shares 5,323 $6.38M 0.53% +156 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 15,376 shares; 2025Q1: 12,379 shares; 2025Q2: 12,599 shares; 2025Q3: 13,381 shares 13,381 $5.95M 0.5% +782 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,208 shares; 2024Q4: 15,885 shares; 2025Q1: 17,234 shares; 2025Q2: 17,524 shares; 2025Q3: 17,396 shares 17,396 $5.94M 0.5% -128 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,006 shares; 2024Q4: 20,035 shares; 2025Q1: 20,321 shares; 2025Q2: 20,323 shares; 2025Q3: 20,419 shares 20,419 $5.76M 0.48% +96 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,888 shares; 2024Q4: 63,312 shares; 2025Q1: 60,942 shares; 2025Q2: 61,008 shares; 2025Q3: 61,283 shares 61,283 $5.72M 0.48% +275 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,183 shares; 2024Q4: 11,429 shares; 2025Q1: 12,092 shares; 2025Q2: 12,739 shares; 2025Q3: 12,888 shares 12,888 $5.22M 0.44% +149 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,786 shares; 2025Q1: 4,794 shares; 2025Q2: 4,869 shares; 2025Q3: 5,159 shares 5,159 $4.78M 0.4% +290 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,542 shares; 2024Q4: 111,964 shares; 2025Q1: 121,108 shares; 2025Q2: 143,234 shares; 2025Q3: 177,888 shares 177,888 $4.53M 0.38% +34,654 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,467 shares; 2024Q4: 7,775 shares; 2025Q1: 8,611 shares; 2025Q2: 8,901 shares; 2025Q3: 8,985 shares 8,985 $4.41M 0.37% +84 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 150,851 shares; 2025Q1: 154,826 shares; 2025Q2: 167,965 shares; 2025Q3: 164,656 shares 164,656 $4.34M 0.36% -3,309 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,462 shares; 2025Q1: 30,642 shares; 2025Q2: 31,423 shares; 2025Q3: 29,569 shares 29,569 $4.31M 0.36% -1,854 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,184 shares; 2024Q4: 16,955 shares; 2025Q1: 17,023 shares; 2025Q2: 17,932 shares; 2025Q3: 17,650 shares 17,650 $4.29M 0.36% -282 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,082 shares; 2024Q4: 32,042 shares; 2025Q1: 36,946 shares; 2025Q2: 37,479 shares; 2025Q3: 37,190 shares 37,190 $4.19M 0.35% -289 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,686 shares; 2025Q1: 4,917 shares; 2025Q2: 5,194 shares; 2025Q3: 5,302 shares 5,302 $4.05M 0.34% +108 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,803 shares; 2024Q4: 19,122 shares; 2025Q1: 17,075 shares; 2025Q2: 14,924 shares; 2025Q3: 24,275 shares 24,275 $3.93M 0.33% +9,351 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,618 shares; 2024Q4: 29,833 shares; 2025Q1: 30,994 shares; 2025Q2: 30,825 shares; 2025Q3: 38,003 shares 38,003 $3.92M 0.33% +7,178 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 18,271 shares; 2025Q1: 20,023 shares; 2025Q2: 23,225 shares; 2025Q3: 22,461 shares 22,461 $3.84M 0.32% -764 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,128 shares; 2024Q4: 10,461 shares; 2025Q1: 10,953 shares; 2025Q2: 10,939 shares; 2025Q3: 10,906 shares 10,906 $3.59M 0.3% -33 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,704 shares; 2024Q4: 18,095 shares; 2025Q1: 20,064 shares; 2025Q2: 21,598 shares; 2025Q3: 22,662 shares 22,662 $3.52M 0.29% +1,064 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,987 shares; 2024Q4: 69,163 shares; 2025Q1: 72,304 shares; 2025Q2: 75,410 shares; 2025Q3: 79,021 shares 79,021 $3.47M 0.29% +3,611 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 5,699 shares; 2025Q1: 5,829 shares; 2025Q2: 6,216 shares; 2025Q3: 7,377 shares 7,377 $3.3M 0.28% +1,161 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,672 shares; 2024Q4: 39,833 shares; 2025Q1: 39,609 shares; 2025Q2: 39,667 shares; 2025Q3: 39,833 shares 39,833 $3.12M 0.26% +166 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 7,201 shares; 2025Q1: 6,446 shares; 2025Q2: 15,436 shares; 2025Q3: 17,090 shares 17,090 $3.12M 0.26% +1,654 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 7,155 shares; 2025Q1: 9,277 shares; 2025Q2: 10,307 shares; 2025Q3: 10,898 shares 10,898 $3.06M 0.26% +591 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 8,089 shares; 2025Q1: 8,352 shares; 2025Q2: 10,046 shares; 2025Q3: 10,856 shares 10,856 $3.06M 0.26% +810 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 3,899 shares; 2025Q1: 4,033 shares; 2025Q2: 4,014 shares; 2025Q3: 3,830 shares 3,830 $3.05M 0.26% -184 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,113 shares; 2025Q1: 9,084 shares; 2025Q2: 9,098 shares; 2025Q3: 9,127 shares 9,127 $3.04M 0.25% +29 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 7,666 shares; 2025Q1: 8,015 shares; 2025Q2: 8,394 shares; 2025Q3: 8,908 shares 8,908 $2.96M 0.25% +514 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,706 shares; 2024Q4: 27,367 shares; 2025Q1: 30,805 shares; 2025Q2: 32,919 shares; 2025Q3: 35,354 shares 35,354 $2.9M 0.24% +2,435 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,526 shares; 2025Q1: 4,475 shares; 2025Q2: 4,656 shares; 2025Q3: 4,833 shares 4,833 $2.75M 0.23% +177 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 12,347 shares; 2025Q1: 15,692 shares; 2025Q2: 16,822 shares; 2025Q3: 17,762 shares 17,762 $2.57M 0.21% +940 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,613 shares; 2024Q4: 15,482 shares; 2025Q1: 22,167 shares; 2025Q2: 24,250 shares; 2025Q3: 25,817 shares 25,817 $2.53M 0.21% +1,567 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 4,168 shares; 2025Q1: 4,246 shares; 2025Q2: 4,175 shares; 2025Q3: 12,334 shares 12,334 $2.51M 0.21% +8,159 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,084 shares; 2025Q1: 2,087 shares; 2025Q2: 2,090 shares; 2025Q3: 2,150 shares 2,150 $2.51M 0.21% +60 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,175 shares; 2024Q4: 13,084 shares; 2025Q1: 14,430 shares; 2025Q2: 16,325 shares; 2025Q3: 16,255 shares 16,255 $2.5M 0.21% -70 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,750 shares; 2024Q4: 12,982 shares; 2025Q1: 13,536 shares; 2025Q2: 14,423 shares; 2025Q3: 15,329 shares 15,329 $2.38M 0.2% +906 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,109 shares; 2024Q4: 29,987 shares; 2025Q1: 29,499 shares; 2025Q2: 29,501 shares; 2025Q3: 28,442 shares 28,442 $2.36M 0.2% -1,059 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,990 shares; 2024Q4: 8,998 shares; 2025Q1: 10,256 shares; 2025Q2: 10,721 shares; 2025Q3: 12,234 shares 12,234 $2.35M 0.2% +1,513 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,372 shares; 2024Q4: 15,594 shares; 2025Q1: 16,288 shares; 2025Q2: 17,534 shares; 2025Q3: 18,833 shares 18,833 $2.33M 0.2% +1,299 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,807 shares; 2025Q1: 4,204 shares; 2025Q2: 4,729 shares; 2025Q3: 4,884 shares 4,884 $2.32M 0.19% +155 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 3,124 shares; 2025Q1: 3,743 shares; 2025Q2: 4,389 shares; 2025Q3: 4,642 shares 4,642 $2.32M 0.19% +253 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 5,611 shares; 2025Q1: 6,583 shares; 2025Q2: 7,104 shares; 2025Q3: 7,618 shares 7,618 $2.32M 0.19% +514 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,511 shares; 2025Q1: 2,941 shares; 2025Q2: 3,076 shares; 2025Q3: 3,291 shares 3,291 $2.25M 0.19% +215 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 8,809 shares; 2025Q1: 9,609 shares; 2025Q2: 10,152 shares; 2025Q3: 9,712 shares 9,712 $2.14M 0.18% -440 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,277 shares; 2024Q4: 5,187 shares; 2025Q1: 4,967 shares; 2025Q2: 4,828 shares; 2025Q3: 4,608 shares 4,608 $2.14M 0.18% -220 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 4,239 shares; 2025Q1: 4,835 shares; 2025Q2: 5,100 shares; 2025Q3: 5,323 shares 5,323 $2.08M 0.17% +223 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,791 shares; 2024Q4: 44,453 shares; 2025Q1: 51,265 shares; 2025Q2: 62,194 shares; 2025Q3: 76,956 shares 76,956 $2.07M 0.17% +14,762 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,110 shares; 2025Q2: 2,200 shares; 2025Q3: 2,094 shares 2,094 $2.03M 0.17% -106 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,576 shares; 2025Q3: 14,710 shares 14,710 $2M 0.17% -6,866 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,514 shares; 2024Q4: 9,173 shares; 2025Q1: 10,465 shares; 2025Q2: 11,391 shares; 2025Q3: 11,628 shares 11,628 $1.93M 0.16% +237 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,427 shares; 2025Q1: 2,869 shares; 2025Q2: 3,574 shares; 2025Q3: 3,954 shares 3,954 $1.92M 0.16% +380 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 8,210 shares; 2025Q1: 8,833 shares; 2025Q2: 9,510 shares; 2025Q3: 8,089 shares 8,089 $1.92M 0.16% -1,421 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,675 shares; 2024Q4: 8,637 shares; 2025Q1: 9,499 shares; 2025Q2: 9,433 shares; 2025Q3: 9,060 shares 9,060 $1.83M 0.15% -373 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 6,492 shares; 2025Q1: 6,504 shares; 2025Q2: 6,532 shares; 2025Q3: 6,683 shares 6,683 $1.81M 0.15% +151 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,592 shares; 2025Q2: 1,798 shares; 2025Q3: 1,961 shares 1,961 $1.8M 0.15% +163 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 9,909 shares; 2025Q1: 8,304 shares; 2025Q2: 7,906 shares; 2025Q3: 7,621 shares 7,621 $1.76M 0.15% -285 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,925 shares; 2024Q4: 12,853 shares; 2025Q1: 12,984 shares; 2025Q2: 22,338 shares; 2025Q3: 19,131 shares 19,131 $1.7M 0.14% -3,207 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,141 shares; 2025Q2: 2,734 shares; 2025Q3: 2,989 shares 2,989 $1.68M 0.14% +255 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,031 shares; 2024Q4: 16,344 shares; 2025Q1: 21,140 shares; 2025Q2: 22,540 shares; 2025Q3: 24,804 shares 24,804 $1.64M 0.14% +2,264 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,871 shares; 2024Q4: 7,731 shares; 2025Q1: 7,371 shares; 2025Q2: 7,452 shares; 2025Q3: 7,550 shares 7,550 $1.59M 0.13% +98 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,368 shares; 2024Q4: 25,147 shares; 2025Q1: 25,145 shares; 2025Q2: 25,046 shares; 2025Q3: 25,163 shares 25,163 $1.53M 0.13% +117 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,413 shares; 2024Q4: 40,922 shares; 2025Q1: 48,053 shares; 2025Q2: 46,349 shares; 2025Q3: 48,241 shares 48,241 $1.52M 0.13% +1,892 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 10,373 shares; 2025Q1: 12,490 shares; 2025Q2: 12,970 shares; 2025Q3: 13,286 shares 13,286 $1.47M 0.12% +316 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 6,548 shares; 2025Q1: 5,754 shares; 2025Q2: 5,304 shares; 2025Q3: 5,240 shares 5,240 $1.46M 0.12% -64 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,624 shares; 2024Q4: 16,980 shares; 2025Q1: 17,001 shares; 2025Q2: 17,022 shares; 2025Q3: 17,186 shares 17,186 $1.43M 0.12% +164 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,509 shares; 2024Q4: 13,042 shares; 2025Q1: 12,960 shares; 2025Q2: 13,793 shares; 2025Q3: 14,406 shares 14,406 $1.39M 0.12% +613 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,088 shares; 2024Q4: 22,861 shares; 2025Q1: 25,737 shares; 2025Q2: 25,524 shares; 2025Q3: 25,548 shares 25,548 $1.38M 0.12% +24 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,830 shares; 2024Q4: 11,154 shares; 2025Q1: 9,888 shares; 2025Q2: 10,068 shares; 2025Q3: 9,801 shares 9,801 $1.36M 0.11% -267 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,930 shares; 2024Q4: 13,944 shares; 2025Q1: 13,919 shares; 2025Q2: 13,888 shares; 2025Q3: 16,036 shares 16,036 $1.35M 0.11% +2,148 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,541 shares; 2024Q4: 10,846 shares; 2025Q1: 10,410 shares; 2025Q2: 10,675 shares; 2025Q3: 8,817 shares 8,817 $1.31M 0.11% -1,858 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,849 shares; 2024Q4: 19,320 shares; 2025Q1: 20,533 shares; 2025Q2: 20,799 shares; 2025Q3: 19,517 shares 19,517 $1.3M 0.11% -1,282 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,073 shares; 2024Q4: 6,076 shares; 2025Q1: 6,080 shares; 2025Q2: 6,190 shares; 2025Q3: 6,270 shares 6,270 $1.26M 0.11% +80 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,592 shares; 2024Q4: 11,432 shares; 2025Q1: 11,205 shares; 2025Q2: 11,690 shares; 2025Q3: 12,107 shares 12,107 $1.23M 0.1% +417 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,253 shares; 2024Q4: 49,593 shares; 2025Q1: 47,727 shares; 2025Q2: 49,840 shares; 2025Q3: 34,492 shares 34,492 $1.19M 0.1% -15,348 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 31,773 shares; 2025Q1: 32,812 shares; 2025Q2: 38,249 shares; 2025Q3: 36,922 shares 36,922 $1.09M 0.09% -1,327 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,391 shares 22,391 $1.06M 0.09% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,391 shares; 2024Q4: 10,391 shares; 2025Q1: 10,395 shares; 2025Q2: 10,391 shares; 2025Q3: 10,417 shares 10,417 $1.04M 0.09% +26 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,483 shares; 2025Q1: 4,532 shares; 2025Q2: 4,737 shares; 2025Q3: 3,673 shares 3,673 $1.04M 0.09% -1,064 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,333 shares; 2024Q4: 4,243 shares; 2025Q1: 3,445 shares; 2025Q2: 3,080 shares; 2025Q3: 3,147 shares 3,147 $1.03M 0.09% +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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,134 shares; 2025Q1: 3,843 shares; 2025Q2: 6,128 shares; 2025Q3: 6,374 shares 6,374 $1.01M 0.08% +246 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,015 shares; 2025Q1: 4,006 shares; 2025Q2: 4,595 shares; 2025Q3: 4,736 shares 4,736 $1.01M 0.08% +141 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,849 shares; 2024Q4: 13,822 shares; 2025Q1: 13,086 shares; 2025Q2: 12,796 shares; 2025Q3: 13,013 shares 13,013 $981K 0.08% +217 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,974 shares; 2024Q4: 26,123 shares; 2025Q1: 26,263 shares; 2025Q2: 27,060 shares; 2025Q3: 27,407 shares 27,407 $973K 0.08% +347 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 4,967 shares; 2025Q1: 4,851 shares; 2025Q2: 5,184 shares; 2025Q3: 5,221 shares 5,221 $968K 0.08% +37 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,141 shares; 2024Q4: 7,356 shares; 2025Q1: 6,105 shares; 2025Q2: 8,028 shares; 2025Q3: 8,344 shares 8,344 $955K 0.08% +316 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 6,862 shares; 2025Q1: 6,720 shares; 2025Q2: 6,767 shares; 2025Q3: 6,809 shares 6,809 $954K 0.08% +42 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,646 shares; 2025Q1: 1,007 shares; 2025Q2: 2,747 shares; 2025Q3: 2,548 shares 2,548 $931K 0.08% -199 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,818 shares; 2024Q4: 45,717 shares; 2025Q1: 38,521 shares; 2025Q2: 38,594 shares; 2025Q3: 40,550 shares 40,550 $929K 0.08% +1,956 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,167 shares; 2025Q1: 1,183 shares; 2025Q2: 1,167 shares; 2025Q3: 1,004 shares 1,004 $924K 0.08% -163 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,185 shares; 2024Q4: 26,636 shares; 2025Q1: 12,402 shares; 2025Q2: 11,382 shares; 2025Q3: 10,743 shares 10,743 $902K 0.08% -639 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,014 shares; 2024Q4: 5,525 shares; 2025Q1: 5,832 shares; 2025Q2: 4,944 shares; 2025Q3: 4,885 shares 4,885 $898K 0.08% -59 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,504 shares; 2024Q4: 28,896 shares; 2025Q1: 28,232 shares; 2025Q2: 41,116 shares; 2025Q3: 38,529 shares 38,529 $897K 0.08% -2,587 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,841 shares; 2024Q4: 19,165 shares; 2025Q1: 18,892 shares; 2025Q2: 19,205 shares; 2025Q3: 19,476 shares 19,476 $890K 0.07% +271 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,684 shares; 2024Q4: 12,684 shares; 2025Q1: 14,359 shares; 2025Q2: 14,359 shares; 2025Q3: 18,100 shares 18,100 $873K 0.07% +3,741 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,430 shares; 2024Q4: 24,679 shares; 2025Q1: 22,432 shares; 2025Q2: 21,166 shares; 2025Q3: 16,733 shares 16,733 $863K 0.07% -4,433 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,427 shares; 2025Q2: 8,398 shares; 2025Q3: 8,401 shares 8,401 $856K 0.07% +3 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,889 shares; 2024Q4: 8,591 shares; 2025Q1: 8,713 shares; 2025Q2: 8,611 shares; 2025Q3: 8,701 shares 8,701 $855K 0.07% +90 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,308 shares; 2024Q4: 14,140 shares; 2025Q1: 14,261 shares; 2025Q2: 13,148 shares; 2025Q3: 13,175 shares 13,175 $838K 0.07% +27 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,388 shares; 2025Q1: 2,076 shares; 2025Q2: 11,270 shares; 2025Q3: 8,829 shares 8,829 $835K 0.07% -2,441 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 8,172 shares; 2025Q1: 8,176 shares; 2025Q2: 16,448 shares; 2025Q3: 16,760 shares 16,760 $822K 0.07% +312 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,374 shares; 2024Q4: 4,374 shares; 2025Q1: 4,374 shares; 2025Q2: 4,374 shares; 2025Q3: 3,559 shares 3,559 $818K 0.07% -815 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,473 shares; 2025Q3: 15,950 shares 15,950 $818K 0.07% -18,523 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,717 shares; 2024Q4: 3,988 shares; 2025Q1: 3,275 shares; 2025Q2: 3,272 shares; 2025Q3: 3,383 shares 3,383 $800K 0.07% +111 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 3,876 shares; 2025Q1: 3,892 shares; 2025Q2: 3,882 shares; 2025Q3: 3,954 shares 3,954 $798K 0.07% +72 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,531 shares 27,531 $796K 0.07% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,626 shares; 2024Q4: 6,626 shares; 2025Q1: 6,345 shares; 2025Q2: 6,335 shares; 2025Q3: 4,667 shares 4,667 $786K 0.07% -1,668 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,665 shares; 2024Q4: 3,638 shares; 2025Q1: 2,934 shares; 2025Q2: 2,914 shares; 2025Q3: 2,953 shares 2,953 $766K 0.06% +39 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,980 shares; 2025Q1: 2,796 shares; 2025Q2: 2,938 shares; 2025Q3: 3,028 shares 3,028 $761K 0.06% +90 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.06% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,639 shares; 2024Q4: 19,634 shares; 2025Q1: 19,087 shares; 2025Q2: 18,750 shares; 2025Q3: 18,995 shares 18,995 $744K 0.06% +245 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,199 shares 17,199 $735K 0.06% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,421 shares; 2024Q4: 10,331 shares; 2025Q1: 8,398 shares; 2025Q2: 8,106 shares; 2025Q3: 8,135 shares 8,135 $727K 0.06% +29 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 129 shares 129 $697K 0.06% +5 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,583 shares; 2024Q4: 63,983 shares; 2025Q1: 63,983 shares; 2025Q2: 63,983 shares; 2025Q3: 66,677 shares 66,677 $685K 0.06% +2,694 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 14,719 shares; 2025Q1: 14,719 shares; 2025Q2: 19,795 shares; 2025Q3: 15,974 shares 15,974 $684K 0.06% -3,821 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,550 shares; 2025Q3: 9,864 shares 9,864 $681K 0.06% -3,686 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,839 shares; 2024Q4: 8,839 shares; 2025Q1: 8,631 shares; 2025Q2: 8,517 shares; 2025Q3: 6,903 shares 6,903 $674K 0.06% -1,614 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 9,108 shares; 2025Q2: 9,108 shares; 2025Q3: 9,142 shares 9,142 $659K 0.06% +34 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,475 shares; 2025Q1: 1,529 shares; 2025Q2: 1,292 shares; 2025Q3: 1,373 shares 1,373 $655K 0.05% +81 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,023 shares; 2025Q1: 2,048 shares; 2025Q2: 2,006 shares; 2025Q3: 2,452 shares 2,452 $638K 0.05% +446 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,031 shares; 2024Q4: 8,638 shares; 2025Q1: 8,056 shares; 2025Q2: 7,642 shares; 2025Q3: 8,168 shares 8,168 $617K 0.05% +526 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,443 shares; 2025Q1: 1,619 shares; 2025Q2: 1,726 shares; 2025Q3: 1,821 shares 1,821 $615K 0.05% +95 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,096 shares; 2025Q1: 2,977 shares; 2025Q2: 2,984 shares; 2025Q3: 2,993 shares 2,993 $600K 0.05% +9 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,763 shares; 2025Q1: 4,721 shares; 2025Q2: 2,033 shares; 2025Q3: 1,697 shares 1,697 $599K 0.05% -336 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,544 shares; 2025Q1: 4,169 shares; 2025Q2: 3,960 shares; 2025Q3: 4,343 shares 4,343 $598K 0.05% +383 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818 shares 818 $587K 0.05% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,408 shares; 2024Q4: 7,292 shares; 2025Q1: 7,493 shares; 2025Q2: 7,732 shares; 2025Q3: 6,119 shares 6,119 $584K 0.05% -1,613 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,465 shares; 2024Q4: 11,465 shares; 2025Q1: 11,465 shares; 2025Q2: 11,565 shares; 2025Q3: 11,565 shares 11,565 $584K 0.05% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,825 shares; 2025Q1: 2,744 shares; 2025Q2: 2,875 shares; 2025Q3: 3,334 shares 3,334 $558K 0.05% +459 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,670 shares; 2024Q4: 21,135 shares; 2025Q1: 18,631 shares; 2025Q2: 16,985 shares; 2025Q3: 15,588 shares 15,588 $558K 0.05% -1,397 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,855 shares; 2025Q1: 3,837 shares; 2025Q2: 3,680 shares; 2025Q3: 4,120 shares 4,120 $552K 0.05% +440 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,041 shares; 2025Q2: 1,476 shares; 2025Q3: 1,541 shares 1,541 $548K 0.05% +65 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares 4,500 $538K 0.05% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 939 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 978 shares 978 $535K 0.04% +8 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,459 shares; 2025Q1: 2,766 shares; 2025Q2: 2,917 shares; 2025Q3: 3,259 shares 3,259 $529K 0.04% +342 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 5,559 shares; 2025Q1: 5,962 shares; 2025Q2: 5,793 shares; 2025Q3: 5,775 shares 5,775 $516K 0.04% -18 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 794 shares; 2025Q1: 761 shares; 2025Q2: 763 shares; 2025Q3: 764 shares 764 $511K 0.04% +1 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 2,135 shares 2,135 $511K 0.04% +574 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 2,391 shares; 2025Q1: 3,358 shares; 2025Q2: 3,654 shares; 2025Q3: 810 shares 810 $511K 0.04% -2,844 Timeline NXJ NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,778 shares; 2024Q4: 43,290 shares; 2025Q1: 43,290 shares; 2025Q2: 40,890 shares; 2025Q3: 40,690 shares 40,690 $508K 0.04% -200 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,616 shares 6,616 $506K 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,912 shares; 2024Q4: 15,565 shares; 2025Q1: 11,885 shares; 2025Q2: 10,563 shares; 2025Q3: 14,953 shares 14,953 $502K 0.04% +4,390 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 5,895 shares; 2025Q1: 5,895 shares; 2025Q2: 5,895 shares; 2025Q3: 5,928 shares 5,928 $497K 0.04% +33 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 3,576 shares; 2025Q1: 3,721 shares; 2025Q2: 4,841 shares; 2025Q3: 4,927 shares 4,927 $495K 0.04% +86 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: 6,059 shares; 2025Q1: 5,729 shares; 2025Q2: 6,231 shares; 2025Q3: 6,835 shares 6,835 $468K 0.04% +604 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 6,840 shares; 2025Q1: 7,003 shares; 2025Q2: 6,818 shares; 2025Q3: 5,526 shares 5,526 $465K 0.04% -1,292 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,196 shares; 2024Q4: 20,655 shares; 2025Q1: 20,655 shares; 2025Q2: 20,655 shares; 2025Q3: 15,362 shares 15,362 $464K 0.04% -5,293 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,244 shares; 2025Q1: 1,245 shares; 2025Q2: 1,592 shares; 2025Q3: 1,521 shares 1,521 $458K 0.04% -71 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 868 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 874 shares 874 $457K 0.04% +1 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,941 shares; 2024Q4: 5,673 shares; 2025Q1: 5,576 shares; 2025Q2: 5,377 shares; 2025Q3: 5,667 shares 5,667 $453K 0.04% +290 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,407 shares; 2025Q3: 1,479 shares 1,479 $452K 0.04% +72 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,013 shares; 2024Q4: 9,013 shares; 2025Q1: 9,013 shares; 2025Q2: 9,013 shares; 2025Q3: 9,013 shares 9,013 $451K 0.04% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 4,530 shares; 2025Q1: 3,902 shares; 2025Q2: 4,304 shares; 2025Q3: 4,306 shares 4,306 $450K 0.04% +2 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,593 shares; 2025Q1: 2,546 shares; 2025Q2: 2,369 shares; 2025Q3: 2,537 shares 2,537 $444K 0.04% +168 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,086 shares; 2025Q1: 1,100 shares; 2025Q2: 1,093 shares; 2025Q3: 1,273 shares 1,273 $441K 0.04% +180 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,358 shares; 2025Q1: 9,392 shares; 2025Q2: 9,433 shares; 2025Q3: 9,470 shares 9,470 $439K 0.04% +37 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 3,015 shares; 2025Q1: 2,916 shares; 2025Q2: 2,830 shares; 2025Q3: 2,832 shares 2,832 $437K 0.04% +2 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,567 shares; 2025Q1: 1,527 shares; 2025Q2: 1,438 shares; 2025Q3: 1,167 shares 1,167 $437K 0.04% -271 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,511 shares; 2025Q3: 5,511 shares 5,511 $435K 0.04% 0 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,153 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares 2,144 $424K 0.04% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,248 shares; 2025Q3: 2,232 shares 2,232 $423K 0.04% +984 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,981 shares; 2024Q4: 13,361 shares; 2025Q1: 12,641 shares; 2025Q2: 13,781 shares; 2025Q3: 14,893 shares 14,893 $421K 0.04% +1,112 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,290 shares; 2024Q4: 16,300 shares; 2025Q1: 16,553 shares; 2025Q2: 16,514 shares; 2025Q3: 18,159 shares 18,159 $416K 0.03% +1,645 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,524 shares; 2024Q4: 10,613 shares; 2025Q1: 10,705 shares; 2025Q2: 9,195 shares; 2025Q3: 8,469 shares 8,469 $415K 0.03% -726 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,493 shares; 2024Q4: 16,935 shares; 2025Q1: 17,325 shares; 2025Q2: 17,733 shares; 2025Q3: 18,010 shares 18,010 $410K 0.03% +277 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,946 shares; 2025Q3: 7,651 shares 7,651 $406K 0.03% -9,295 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 234 shares; 2025Q3: 376 shares 376 $406K 0.03% +142 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,214 shares 1,214 $404K 0.03% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 19,773 shares; 2025Q1: 19,773 shares; 2025Q2: 19,773 shares; 2025Q3: 19,773 shares 19,773 $398K 0.03% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,087 shares; 2025Q3: 7,651 shares 7,651 $387K 0.03% +564 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: not reported; 2025Q1: 2,173 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares 2,163 $387K 0.03% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,940 shares; 2025Q1: 1,688 shares; 2025Q2: 1,566 shares; 2025Q3: 1,611 shares 1,611 $386K 0.03% +45 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,923 shares 5,923 $385K 0.03% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 4,034 shares; 2025Q1: 1,097 shares; 2025Q2: 1,005 shares; 2025Q3: 1,104 shares 1,104 $381K 0.03% +99 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares 2,867 $381K 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,752 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,730 shares 3,730 $380K 0.03% +80 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,699 shares; 2024Q4: 19,084 shares; 2025Q1: 19,232 shares; 2025Q2: 19,655 shares; 2025Q3: 20,062 shares 20,062 $379K 0.03% +407 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 1,994 shares; 2025Q1: 1,966 shares; 2025Q2: 2,036 shares; 2025Q3: 2,267 shares 2,267 $379K 0.03% +231 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,538 shares; 2025Q1: 3,309 shares; 2025Q2: 3,197 shares; 2025Q3: 3,200 shares 3,200 $379K 0.03% +3 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 445 shares; 2025Q1: 452 shares; 2025Q2: 458 shares; 2025Q3: 489 shares 489 $378K 0.03% +31 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,779 shares; 2024Q4: 9,655 shares; 2025Q1: 8,125 shares; 2025Q2: 8,125 shares; 2025Q3: 12,091 shares 12,091 $373K 0.03% +3,966 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 5,437 shares; 2025Q1: 5,855 shares; 2025Q2: 6,281 shares; 2025Q3: 1,507 shares 1,507 $372K 0.03% -4,774 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 219 shares; 2025Q2: 217 shares; 2025Q3: 157 shares 157 $368K 0.03% -60 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,409 shares; 2025Q2: 1,407 shares; 2025Q3: 1,409 shares 1,409 $366K 0.03% +2 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 2,025 shares; 2025Q3: 2,084 shares 2,084 $363K 0.03% +59 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,326 shares; 2024Q4: 5,298 shares; 2025Q1: 5,325 shares; 2025Q2: 5,325 shares; 2025Q3: 5,365 shares 5,365 $361K 0.03% +40 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,845 shares; 2024Q4: 6,822 shares; 2025Q1: 6,857 shares; 2025Q2: 6,808 shares; 2025Q3: 6,769 shares 6,769 $354K 0.03% -39 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 2,999 shares; 2025Q2: 2,999 shares; 2025Q3: 2,999 shares 2,999 $354K 0.03% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: 5,519 shares; 2025Q1: 5,304 shares; 2025Q2: 5,120 shares; 2025Q3: 5,248 shares 5,248 $352K 0.03% +128 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,174 shares; 2024Q4: 14,640 shares; 2025Q1: 15,766 shares; 2025Q2: 16,285 shares; 2025Q3: 12,664 shares 12,664 $346K 0.03% -3,621 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: 4,689 shares; 2025Q1: 4,898 shares; 2025Q2: 4,671 shares; 2025Q3: 4,691 shares 4,691 $344K 0.03% +20 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,194 shares; 2024Q4: 6,229 shares; 2025Q1: 6,277 shares; 2025Q2: 6,888 shares; 2025Q3: 6,856 shares 6,856 $343K 0.03% -32 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,507 shares 17,507 $342K 0.03% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,997 shares; 2025Q2: 2,163 shares; 2025Q3: 2,515 shares 2,515 $335K 0.03% +352 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares 2,331 $335K 0.03% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,198 shares; 2025Q1: 4,206 shares; 2025Q2: 4,201 shares; 2025Q3: 4,301 shares 4,301 $334K 0.03% +100 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,202 shares 10,202 $334K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,317 shares; 2025Q3: 11,829 shares 11,829 $330K 0.03% -1,488 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,892 shares; 2024Q4: 3,778 shares; 2025Q1: 3,830 shares; 2025Q2: 3,704 shares; 2025Q3: 3,817 shares 3,817 $321K 0.03% +113 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,776 shares; 2024Q4: 8,205 shares; 2025Q1: 7,752 shares; 2025Q2: 7,752 shares; 2025Q3: 7,230 shares 7,230 $318K 0.03% -522 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 6,314 shares; 2025Q1: 6,340 shares; 2025Q2: 6,364 shares; 2025Q3: 6,321 shares 6,321 $310K 0.03% -43 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,908 shares; 2024Q4: 6,316 shares; 2025Q1: 5,415 shares; 2025Q2: 5,142 shares; 2025Q3: 4,793 shares 4,793 $308K 0.03% -349 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,107 shares; 2025Q1: 1,110 shares; 2025Q2: 1,105 shares; 2025Q3: 1,147 shares 1,147 $299K 0.03% +42 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,718 shares; 2025Q2: 3,756 shares; 2025Q3: 4,397 shares 4,397 $290K 0.02% +641 Timeline ROUNDHILL ROUNDHILL More: the full row for ROUNDHILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,084 shares 53,084 $290K 0.02% new VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,377 shares; 2025Q3: 1,377 shares 1,377 $288K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,687 shares; 2025Q1: 1,587 shares; 2025Q2: 1,585 shares; 2025Q3: 1,485 shares 1,485 $286K 0.02% -100 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 754 shares; 2025Q3: 755 shares 755 $286K 0.02% +1 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,212 shares; 2025Q3: 3,827 shares 3,827 $285K 0.02% -1,385 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,511 shares; 2025Q1: 1,520 shares; 2025Q2: 1,674 shares; 2025Q3: 1,773 shares 1,773 $283K 0.02% +99 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,881 shares; 2025Q1: 1,722 shares; 2025Q2: 1,779 shares; 2025Q3: 1,271 shares 1,271 $274K 0.02% -508 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 6,132 shares; 2025Q1: 5,738 shares; 2025Q2: 5,567 shares; 2025Q3: 5,232 shares 5,232 $273K 0.02% -335 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: 5,266 shares; 2025Q1: 5,266 shares; 2025Q2: 5,266 shares; 2025Q3: 5,266 shares 5,266 $272K 0.02% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,821 shares; 2025Q1: 1,821 shares; 2025Q2: 1,821 shares; 2025Q3: 1,821 shares 1,821 $268K 0.02% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,138 shares 4,138 $268K 0.02% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 2,873 shares; 2025Q1: 2,636 shares; 2025Q2: 2,398 shares; 2025Q3: 2,405 shares 2,405 $266K 0.02% +7 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 4,603 shares; 2025Q1: 4,601 shares; 2025Q2: 4,601 shares; 2025Q3: 4,601 shares 4,601 $262K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,799 shares; 2025Q1: 1,829 shares; 2025Q2: 1,803 shares; 2025Q3: 2,001 shares 2,001 $258K 0.02% +198 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,544 shares; 2025Q1: 6,347 shares; 2025Q2: 6,339 shares; 2025Q3: 6,281 shares 6,281 $254K 0.02% -58 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares 1,025 $253K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: 545 shares 545 $249K 0.02% -52 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,521 shares; 2025Q3: 1,102 shares 1,102 $242K 0.02% -419 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,551 shares; 2025Q3: 4,832 shares 4,832 $241K 0.02% -5,719 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,330 shares; 2025Q1: 1,701 shares; 2025Q2: 1,713 shares; 2025Q3: 1,170 shares 1,170 $240K 0.02% -543 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,437 shares; 2025Q1: 1,511 shares; 2025Q2: 1,458 shares; 2025Q3: 1,463 shares 1,463 $238K 0.02% +5 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,872 shares; 2024Q4: 3,873 shares; 2025Q1: 4,903 shares; 2025Q2: 5,079 shares; 2025Q3: 3,809 shares 3,809 $238K 0.02% -1,270 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 1,794 shares 1,794 $233K 0.02% -21 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares 54 $232K 0.02% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 710 shares; 2025Q2: 714 shares; 2025Q3: 878 shares 878 $231K 0.02% +164 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 881 shares; 2025Q1: 807 shares; 2025Q2: 807 shares; 2025Q3: 782 shares 782 $231K 0.02% -25 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,569 shares; 2025Q3: 4,669 shares 4,669 $230K 0.02% +100 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,647 shares; 2024Q4: 4,621 shares; 2025Q1: 4,432 shares; 2025Q2: 4,417 shares; 2025Q3: 4,352 shares 4,352 $227K 0.02% -65 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,835 shares; 2025Q1: not reported; 2025Q2: 7,598 shares; 2025Q3: 6,389 shares 6,389 $226K 0.02% -1,209 Timeline BLACKROCK N Y MUN INCOME TRU BLACKROCK N Y MUN INCOME TRU More: the full row for BLACKROCK N Y MUN INCOME TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,112 shares; 2024Q4: 22,112 shares; 2025Q1: 22,112 shares; 2025Q2: 21,992 shares; 2025Q3: 21,992 shares 21,992 $224K 0.02% 0 XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,301 shares 4,301 $222K 0.02% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,691 shares; 2025Q3: 4,691 shares 4,691 $220K 0.02% 0 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,194 shares; 2025Q3: 3,173 shares 3,173 $219K 0.02% -21 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 5,685 shares; 2025Q1: 5,347 shares; 2025Q2: 4,331 shares; 2025Q3: 4,808 shares 4,808 $217K 0.02% +477 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 995 shares 995 $216K 0.02% -38 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares 2,400 $215K 0.02% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,152 shares; 2024Q4: 7,683 shares; 2025Q1: 6,663 shares; 2025Q2: 6,709 shares; 2025Q3: 6,776 shares 6,776 $214K 0.02% +67 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,798 shares; 2025Q1: 3,806 shares; 2025Q2: 3,540 shares; 2025Q3: 3,225 shares 3,225 $212K 0.02% -315 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,525 shares 2,525 $212K 0.02% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,298 shares 1,298 $210K 0.02% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,677 shares 3,677 $209K 0.02% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares 635 $209K 0.02% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,921 shares; 2025Q3: 3,091 shares 3,091 $209K 0.02% -1,830 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,718 shares 1,718 $208K 0.02% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,774 shares; 2024Q4: 6,076 shares; 2025Q1: not reported; 2025Q2: 5,756 shares; 2025Q3: 5,506 shares 5,506 $206K 0.02% -250 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,811 shares; 2025Q1: 5,127 shares; 2025Q2: 4,321 shares; 2025Q3: 3,571 shares 3,571 $204K 0.02% -750 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,302 shares; 2025Q1: 10,592 shares; 2025Q2: not reported; 2025Q3: 11,455 shares 11,455 $195K 0.02% new Timeline BCBP BCB BANCORP INC More: the full row for BCB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,294 shares; 2024Q4: 13,455 shares; 2025Q1: 13,668 shares; 2025Q2: 13,928 shares; 2025Q3: 14,175 shares 14,175 $123K 0.01% +247 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,803 shares; 2024Q4: 10,803 shares; 2025Q1: 10,803 shares; 2025Q2: 10,803 shares; 2025Q3: 10,803 shares 10,803 $117K 0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,276 shares; 2024Q4: 11,529 shares; 2025Q1: 11,793 shares; 2025Q2: 12,073 shares; 2025Q3: 12,358 shares 12,358 $62.3K 0.01% +285 Timeline FBLG FIBROBIOLOGICS INC COM More: the full row for FIBROBIOLOGICS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,260 shares; 2024Q4: 38,360 shares; 2025Q1: 38,360 shares; 2025Q2: 38,360 shares; 2025Q3: 38,360 shares 38,360 $21K <0.01% 0 Timeline