XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,271 shares; 2024Q4: 497,429 shares; 2025Q1: 495,393 shares; 2025Q2: 495,316 shares; 2025Q3: 495,411 shares; 2025Q4: 537,312 shares 537,312 $64.7M 5.79% +41,901 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,887 shares; 2024Q4: 75,300 shares; 2025Q1: 77,184 shares; 2025Q2: 78,223 shares; 2025Q3: 81,044 shares; 2025Q4: 87,566 shares 87,566 $60M 5.37% +6,522 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,305 shares; 2024Q4: 210,163 shares; 2025Q1: 205,944 shares; 2025Q2: 202,061 shares; 2025Q3: 204,242 shares; 2025Q4: 211,612 shares 211,612 $57.5M 5.15% +7,370 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,613 shares; 2024Q4: 94,410 shares; 2025Q1: 93,421 shares; 2025Q2: 93,154 shares; 2025Q3: 93,191 shares; 2025Q4: 98,124 shares 98,124 $47.5M 4.25% +4,933 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,132 shares; 2024Q4: 249,612 shares; 2025Q1: 248,081 shares; 2025Q2: 247,861 shares; 2025Q3: 247,758 shares; 2025Q4: 270,685 shares 270,685 $41.3M 3.69% +22,927 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,736 shares; 2025Q2: 11,736 shares; 2025Q3: 11,736 shares; 2025Q4: 1,444,927 shares 1,444,927 $37M 3.32% +1,433,191 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,284 shares; 2024Q4: 93,523 shares; 2025Q1: 94,279 shares; 2025Q2: 93,308 shares; 2025Q3: 93,945 shares; 2025Q4: 101,437 shares 101,437 $32.7M 2.93% +7,492 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,048 shares; 2024Q4: 81,018 shares; 2025Q1: 79,191 shares; 2025Q2: 79,200 shares; 2025Q3: 79,120 shares; 2025Q4: 93,114 shares 93,114 $29.2M 2.62% +13,994 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,230 shares; 2024Q4: 95,133 shares; 2025Q1: 94,308 shares; 2025Q2: 93,071 shares; 2025Q3: 93,246 shares; 2025Q4: 107,359 shares 107,359 $24.8M 2.22% +14,113 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,026 shares; 2024Q4: 340,655 shares; 2025Q1: 334,230 shares; 2025Q2: 341,231 shares; 2025Q3: 342,699 shares; 2025Q4: 395,639 shares 395,639 $24.7M 2.21% +52,940 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,164 shares; 2024Q4: 48,039 shares; 2025Q1: 48,796 shares; 2025Q2: 48,528 shares; 2025Q3: 48,681 shares; 2025Q4: 68,763 shares 68,763 $23.8M 2.13% +20,082 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,148 shares; 2024Q4: 19,609 shares; 2025Q1: 20,543 shares; 2025Q2: 20,500 shares; 2025Q3: 20,693 shares; 2025Q4: 20,942 shares 20,942 $22.5M 2.01% +249 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,421 shares; 2024Q4: 66,921 shares; 2025Q1: 67,372 shares; 2025Q2: 67,283 shares; 2025Q3: 67,105 shares; 2025Q4: 70,199 shares 70,199 $22M 1.97% +3,094 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,220 shares; 2024Q4: 87,112 shares; 2025Q1: 86,650 shares; 2025Q2: 86,787 shares; 2025Q3: 86,244 shares; 2025Q4: 100,771 shares 100,771 $20.9M 1.87% +14,527 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,128 shares; 2024Q4: 23,885 shares; 2025Q1: 21,999 shares; 2025Q2: 24,119 shares; 2025Q3: 25,315 shares; 2025Q4: 26,415 shares 26,415 $16.6M 1.48% +1,100 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,311 shares; 2024Q4: 47,361 shares; 2025Q1: 59,438 shares; 2025Q2: 73,474 shares; 2025Q3: 74,402 shares; 2025Q4: 83,580 shares 83,580 $15.6M 1.4% +9,178 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,935 shares; 2024Q4: 71,030 shares; 2025Q1: 70,841 shares; 2025Q2: 70,953 shares; 2025Q3: 71,547 shares; 2025Q4: 76,233 shares 76,233 $14M 1.25% +4,686 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,496 shares; 2024Q4: 47,614 shares; 2025Q1: 46,967 shares; 2025Q2: 46,407 shares; 2025Q3: 46,632 shares; 2025Q4: 52,303 shares 52,303 $13.5M 1.21% +5,671 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,857 shares; 2024Q4: 33,131 shares; 2025Q1: 33,395 shares; 2025Q2: 32,807 shares; 2025Q3: 33,204 shares; 2025Q4: 37,175 shares 37,175 $13M 1.17% +3,971 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,369 shares; 2024Q4: 122,195 shares; 2025Q1: 123,729 shares; 2025Q2: 129,027 shares; 2025Q3: 128,843 shares; 2025Q4: 141,907 shares 141,907 $12.7M 1.14% +13,064 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,812 shares; 2024Q4: 39,542 shares; 2025Q1: 38,539 shares; 2025Q2: 39,797 shares; 2025Q3: 39,605 shares; 2025Q4: 43,645 shares 43,645 $12.7M 1.13% +4,040 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,714 shares; 2024Q4: 47,714 shares; 2025Q1: 47,671 shares; 2025Q2: 47,671 shares; 2025Q3: 48,171 shares; 2025Q4: 48,783 shares 48,783 $12.6M 1.13% +612 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 16 shares 16 $12.1M 1.08% +1 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,582 shares; 2024Q4: 27,755 shares; 2025Q1: 27,998 shares; 2025Q2: 28,137 shares; 2025Q3: 28,232 shares; 2025Q4: 34,914 shares 34,914 $12M 1.08% +6,682 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,590 shares; 2024Q4: 64,615 shares; 2025Q1: 65,616 shares; 2025Q2: 66,014 shares; 2025Q3: 67,792 shares; 2025Q4: 96,032 shares 96,032 $10.7M 0.96% +28,240 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,521 shares; 2024Q4: 144,383 shares; 2025Q1: 149,340 shares; 2025Q2: 147,747 shares; 2025Q3: 145,127 shares; 2025Q4: 160,501 shares 160,501 $10.6M 0.95% +15,374 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,929 shares; 2024Q4: 42,386 shares; 2025Q1: 41,703 shares; 2025Q2: 41,617 shares; 2025Q3: 41,672 shares; 2025Q4: 46,265 shares 46,265 $10.6M 0.95% +4,593 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,959 shares; 2024Q4: 75,895 shares; 2025Q1: 75,581 shares; 2025Q2: 73,718 shares; 2025Q3: 73,857 shares; 2025Q4: 84,032 shares 84,032 $10.1M 0.9% +10,175 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,656 shares; 2024Q4: 14,811 shares; 2025Q1: 14,790 shares; 2025Q2: 14,957 shares; 2025Q3: 15,124 shares; 2025Q4: 16,033 shares 16,033 $9.15M 0.82% +909 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,027 shares; 2024Q4: 83,751 shares; 2025Q1: 80,239 shares; 2025Q2: 79,398 shares; 2025Q3: 78,162 shares; 2025Q4: 89,624 shares 89,624 $8.63M 0.77% +11,462 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,583 shares; 2024Q4: 29,090 shares; 2025Q1: 28,285 shares; 2025Q2: 28,546 shares; 2025Q3: 28,351 shares; 2025Q4: 33,307 shares 33,307 $8.2M 0.73% +4,956 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,665 shares; 2024Q4: 15,160 shares; 2025Q1: 15,148 shares; 2025Q2: 15,148 shares; 2025Q3: 15,148 shares; 2025Q4: 16,748 shares 16,748 $7.82M 0.7% +1,600 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,275 shares; 2024Q4: 102,925 shares; 2025Q1: 102,170 shares; 2025Q2: 91,323 shares; 2025Q3: 82,595 shares; 2025Q4: 94,538 shares 94,538 $7.54M 0.67% +11,943 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,608 shares; 2025Q1: 6,292 shares; 2025Q2: 7,829 shares; 2025Q3: 7,834 shares; 2025Q4: 10,509 shares 10,509 $7.19M 0.64% +2,675 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,898 shares; 2024Q4: 72,304 shares; 2025Q1: 71,636 shares; 2025Q2: 66,610 shares; 2025Q3: 62,578 shares; 2025Q4: 67,082 shares 67,082 $7.12M 0.64% +4,504 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,927 shares; 2024Q4: 38,927 shares; 2025Q1: 38,808 shares; 2025Q2: 39,136 shares; 2025Q3: 39,368 shares; 2025Q4: 48,706 shares 48,706 $6.98M 0.62% +9,338 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,641 shares; 2024Q4: 17,615 shares; 2025Q1: 17,439 shares; 2025Q2: 17,439 shares; 2025Q3: 17,439 shares; 2025Q4: 19,561 shares 19,561 $6.89M 0.62% +2,122 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,294 shares; 2024Q4: 10,383 shares; 2025Q1: 10,586 shares; 2025Q2: 10,586 shares; 2025Q3: 10,586 shares; 2025Q4: 13,316 shares 13,316 $6.69M 0.6% +2,730 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,329 shares; 2025Q1: 8,322 shares; 2025Q2: 8,224 shares; 2025Q3: 8,202 shares; 2025Q4: 8,140 shares 8,140 $6.68M 0.6% -62 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,302 shares; 2025Q1: 5,246 shares; 2025Q2: 5,326 shares; 2025Q3: 5,393 shares; 2025Q4: 6,239 shares 6,239 $6.68M 0.6% +846 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,625 shares; 2025Q1: 6,687 shares; 2025Q2: 6,695 shares; 2025Q3: 6,803 shares; 2025Q4: 7,603 shares 7,603 $6.56M 0.59% +800 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,168 shares 85,168 $6.42M 0.58% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,063 shares; 2024Q4: 69,039 shares; 2025Q1: 69,220 shares; 2025Q2: 66,929 shares; 2025Q3: 69,707 shares; 2025Q4: 81,854 shares 81,854 $6.31M 0.56% +12,147 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,825 shares; 2024Q4: 59,825 shares; 2025Q1: 62,380 shares; 2025Q2: 64,234 shares; 2025Q3: 64,600 shares; 2025Q4: 66,392 shares 66,392 $6.1M 0.55% +1,792 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,571 shares; 2024Q4: 44,384 shares; 2025Q1: 43,920 shares; 2025Q2: 44,448 shares; 2025Q3: 44,733 shares; 2025Q4: 47,908 shares 47,908 $6M 0.54% +3,175 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,197 shares; 2024Q4: 11,197 shares; 2025Q1: 11,185 shares; 2025Q2: 11,165 shares; 2025Q3: 11,365 shares; 2025Q4: 11,765 shares 11,765 $5.69M 0.51% +400 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 4,846 shares; 2025Q1: 4,943 shares; 2025Q2: 5,003 shares; 2025Q3: 5,268 shares; 2025Q4: 8,585 shares 8,585 $5.67M 0.51% +3,317 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 4,333 shares; 2025Q1: 4,347 shares; 2025Q2: 4,328 shares; 2025Q3: 4,374 shares; 2025Q4: 5,177 shares 5,177 $5.54M 0.5% +803 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,815 shares; 2024Q4: 79,790 shares; 2025Q1: 79,701 shares; 2025Q2: 76,748 shares; 2025Q3: 76,740 shares; 2025Q4: 75,995 shares 75,995 $5.31M 0.48% -745 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,657 shares; 2024Q4: 16,657 shares; 2025Q1: 16,437 shares; 2025Q2: 16,587 shares; 2025Q3: 16,530 shares; 2025Q4: 19,525 shares 19,525 $5.24M 0.47% +2,995 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,285 shares; 2024Q4: 28,299 shares; 2025Q1: 30,982 shares; 2025Q2: 30,313 shares; 2025Q3: 30,046 shares; 2025Q4: 34,711 shares 34,711 $5.03M 0.45% +4,665 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 7,015 shares; 2025Q1: 7,242 shares; 2025Q2: 7,246 shares; 2025Q3: 7,246 shares; 2025Q4: 12,612 shares 12,612 $4.91M 0.44% +5,366 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,377 shares; 2024Q4: 20,327 shares; 2025Q1: 20,097 shares; 2025Q2: 20,250 shares; 2025Q3: 21,036 shares; 2025Q4: 24,578 shares 24,578 $4.79M 0.43% +3,542 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,569 shares; 2024Q4: 27,569 shares; 2025Q1: 27,675 shares; 2025Q2: 27,700 shares; 2025Q3: 27,700 shares; 2025Q4: 46,684 shares 46,684 $4.66M 0.42% +18,984 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,968 shares; 2024Q4: 11,898 shares; 2025Q1: 12,837 shares; 2025Q2: 24,369 shares; 2025Q3: 24,971 shares; 2025Q4: 26,124 shares 26,124 $4.64M 0.42% +1,153 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,916 shares; 2024Q4: 10,916 shares; 2025Q1: 10,445 shares; 2025Q2: 8,825 shares; 2025Q3: 10,350 shares; 2025Q4: 10,038 shares 10,038 $4.51M 0.4% -312 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,172 shares; 2024Q4: 27,172 shares; 2025Q1: 27,172 shares; 2025Q2: 27,172 shares; 2025Q3: 27,172 shares; 2025Q4: 36,227 shares 36,227 $4.47M 0.4% +9,055 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 15,718 shares; 2025Q1: 15,915 shares; 2025Q2: 15,920 shares; 2025Q3: 15,920 shares; 2025Q4: 24,096 shares 24,096 $4.44M 0.4% +8,176 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,890 shares; 2024Q4: 14,013 shares; 2025Q1: 14,133 shares; 2025Q2: 13,748 shares; 2025Q3: 13,748 shares; 2025Q4: 14,451 shares 14,451 $4.42M 0.4% +703 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,587 shares; 2024Q4: 10,587 shares; 2025Q1: 10,678 shares; 2025Q2: 10,682 shares; 2025Q3: 10,982 shares; 2025Q4: 12,281 shares 12,281 $4.13M 0.37% +1,299 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,228 shares; 2024Q4: 21,528 shares; 2025Q1: 26,360 shares; 2025Q2: 25,360 shares; 2025Q3: 25,360 shares; 2025Q4: 24,577 shares 24,577 $3.98M 0.36% -783 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,850 shares; 2025Q2: 100,547 shares; 2025Q3: 122,393 shares; 2025Q4: 178,033 shares 178,033 $3.93M 0.35% +55,640 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 13,372 shares; 2025Q1: 13,253 shares; 2025Q2: 13,192 shares; 2025Q3: 13,190 shares; 2025Q4: 13,180 shares 13,180 $3.82M 0.34% -10 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,755 shares; 2024Q4: 25,675 shares; 2025Q1: 25,483 shares; 2025Q2: 25,515 shares; 2025Q3: 25,515 shares; 2025Q4: 28,705 shares 28,705 $3.81M 0.34% +3,190 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,469 shares; 2024Q4: 42,454 shares; 2025Q1: 42,391 shares; 2025Q2: 41,215 shares; 2025Q3: 40,225 shares; 2025Q4: 38,352 shares 38,352 $3.75M 0.34% -1,873 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,539 shares; 2024Q4: 15,539 shares; 2025Q1: 15,579 shares; 2025Q2: 15,488 shares; 2025Q3: 18,013 shares; 2025Q4: 24,227 shares 24,227 $3.73M 0.33% +6,214 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 2,545 shares; 2025Q1: 8,556 shares; 2025Q2: 8,759 shares; 2025Q3: 9,374 shares; 2025Q4: 11,625 shares 11,625 $3.7M 0.33% +2,251 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,594 shares; 2025Q2: 88,166 shares; 2025Q3: 110,216 shares; 2025Q4: 157,664 shares 157,664 $3.69M 0.33% +47,448 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,785 shares; 2025Q2: 79,326 shares; 2025Q3: 90,535 shares; 2025Q4: 139,424 shares 139,424 $3.55M 0.32% +48,889 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,929 shares; 2024Q4: 46,304 shares; 2025Q1: 47,542 shares; 2025Q2: 42,694 shares; 2025Q3: 42,394 shares; 2025Q4: 43,076 shares 43,076 $3.46M 0.31% +682 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,843 shares; 2024Q4: 8,843 shares; 2025Q1: 8,901 shares; 2025Q2: 8,907 shares; 2025Q3: 8,907 shares; 2025Q4: 11,502 shares 11,502 $3.32M 0.3% +2,595 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,345 shares; 2024Q4: 42,500 shares; 2025Q1: 56,241 shares; 2025Q2: 43,036 shares; 2025Q3: 43,151 shares; 2025Q4: 49,984 shares 49,984 $3.2M 0.29% +6,833 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,367 shares; 2025Q2: 84,093 shares; 2025Q3: 96,239 shares; 2025Q4: 149,058 shares 149,058 $3.15M 0.28% +52,819 Timeline JMST 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,579 shares; 2024Q4: 5,335 shares; 2025Q1: 53,039 shares; 2025Q2: 58,930 shares; 2025Q3: 50,833 shares; 2025Q4: 60,732 shares 60,732 $3.1M 0.28% +9,899 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 6,620 shares; 2025Q1: 3,878 shares; 2025Q2: 8,418 shares; 2025Q3: 8,016 shares; 2025Q4: 8,556 shares 8,556 $2.99M 0.27% +540 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,021 shares; 2024Q4: 17,649 shares; 2025Q1: 17,631 shares; 2025Q2: 16,266 shares; 2025Q3: 16,846 shares; 2025Q4: 18,337 shares 18,337 $2.82M 0.25% +1,491 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,628 shares; 2025Q1: 4,652 shares; 2025Q2: 4,446 shares; 2025Q3: 4,373 shares; 2025Q4: 4,713 shares 4,713 $2.73M 0.24% +340 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,816 shares; 2025Q1: 3,898 shares; 2025Q2: 4,023 shares; 2025Q3: 4,213 shares; 2025Q4: 4,766 shares 4,766 $2.73M 0.24% +553 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,214 shares; 2024Q4: 50,194 shares; 2025Q1: 49,739 shares; 2025Q2: 49,747 shares; 2025Q3: 49,737 shares; 2025Q4: 50,077 shares 50,077 $2.72M 0.24% +340 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,121 shares; 2025Q4: 6,657 shares 6,657 $2.64M 0.24% +2,536 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,068 shares; 2024Q4: 11,038 shares; 2025Q1: 10,989 shares; 2025Q2: 10,622 shares; 2025Q3: 10,610 shares; 2025Q4: 10,960 shares 10,960 $2.54M 0.23% +350 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,483 shares; 2025Q2: 64,941 shares; 2025Q3: 83,889 shares; 2025Q4: 102,712 shares 102,712 $2.49M 0.22% +18,823 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 6,320 shares; 2025Q1: 6,809 shares; 2025Q2: 6,514 shares; 2025Q3: 6,514 shares; 2025Q4: 9,173 shares 9,173 $2.43M 0.22% +2,659 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,015 shares; 2024Q4: 7,015 shares; 2025Q1: 7,804 shares; 2025Q2: 7,804 shares; 2025Q3: 7,804 shares; 2025Q4: 8,211 shares 8,211 $2.43M 0.22% +407 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,974 shares; 2024Q4: 8,574 shares; 2025Q1: 8,574 shares; 2025Q2: 6,824 shares; 2025Q3: 6,824 shares; 2025Q4: 7,124 shares 7,124 $2.39M 0.21% +300 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,052 shares; 2024Q4: 16,071 shares; 2025Q1: 12,986 shares; 2025Q2: 14,886 shares; 2025Q3: 14,886 shares; 2025Q4: 14,886 shares 14,886 $2.38M 0.21% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,501 shares; 2025Q2: 4,501 shares; 2025Q3: 4,501 shares; 2025Q4: 4,501 shares 4,501 $2.3M 0.21% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,424 shares; 2025Q2: 61,728 shares; 2025Q3: 77,662 shares; 2025Q4: 94,585 shares 94,585 $2.29M 0.21% +16,923 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,145 shares; 2024Q4: 6,095 shares; 2025Q1: 6,095 shares; 2025Q2: 6,095 shares; 2025Q3: 6,095 shares; 2025Q4: 6,095 shares 6,095 $2.28M 0.2% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,240 shares; 2024Q4: 40,240 shares; 2025Q1: 39,937 shares; 2025Q2: 41,391 shares; 2025Q3: 35,826 shares; 2025Q4: 42,601 shares 42,601 $2.16M 0.19% +6,775 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,624 shares; 2024Q4: 22,624 shares; 2025Q1: 22,334 shares; 2025Q2: 22,760 shares; 2025Q3: 22,760 shares; 2025Q4: 22,760 shares 22,760 $2.12M 0.19% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,735 shares; 2025Q1: 4,435 shares; 2025Q2: 4,421 shares; 2025Q3: 4,421 shares; 2025Q4: 4,421 shares 4,421 $2.09M 0.19% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 9,161 shares; 2025Q1: 9,145 shares; 2025Q2: 9,153 shares; 2025Q3: 9,653 shares; 2025Q4: 10,615 shares 10,615 $2.07M 0.19% +962 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,618 shares; 2025Q3: 52,818 shares; 2025Q4: 80,282 shares 80,282 $2.05M 0.18% +27,464 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 4,975 shares; 2025Q1: 4,983 shares; 2025Q2: 4,186 shares; 2025Q3: 4,088 shares; 2025Q4: 4,086 shares 4,086 $1.99M 0.18% -2 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,750 shares; 2024Q4: 25,750 shares; 2025Q1: 25,750 shares; 2025Q2: 23,750 shares; 2025Q3: 23,750 shares; 2025Q4: 23,550 shares 23,550 $1.88M 0.17% -200 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 4,612 shares; 2025Q1: 4,613 shares; 2025Q2: 4,612 shares; 2025Q3: 4,612 shares; 2025Q4: 6,399 shares 6,399 $1.88M 0.17% +1,787 Timeline FEUS FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 16,675 shares; 2025Q1: 16,675 shares; 2025Q2: 16,571 shares; 2025Q3: 15,671 shares; 2025Q4: 25,067 shares 25,067 $1.87M 0.17% +9,396 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,953 shares; 2024Q4: 22,553 shares; 2025Q1: 19,426 shares; 2025Q2: 19,444 shares; 2025Q3: 19,494 shares; 2025Q4: 23,474 shares 23,474 $1.86M 0.17% +3,980 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 3,979 shares; 2025Q1: 3,949 shares; 2025Q2: 4,051 shares; 2025Q3: 4,472 shares; 2025Q4: 5,667 shares 5,667 $1.85M 0.17% +1,195 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,472 shares; 2025Q3: 5,259 shares; 2025Q4: 8,521 shares 8,521 $1.82M 0.16% +3,262 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 15,286 shares; 2025Q1: 15,110 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 18,316 shares 18,316 $1.76M 0.16% +3,316 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,188 shares; 2024Q4: 28,327 shares; 2025Q1: 28,287 shares; 2025Q2: 27,545 shares; 2025Q3: 27,546 shares; 2025Q4: 32,651 shares 32,651 $1.76M 0.16% +5,105 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,539 shares; 2024Q4: 18,521 shares; 2025Q1: 18,104 shares; 2025Q2: 18,830 shares; 2025Q3: 18,800 shares; 2025Q4: 18,518 shares 18,518 $1.73M 0.16% -282 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 14,879 shares; 2025Q2: 14,751 shares; 2025Q3: 14,751 shares; 2025Q4: 14,751 shares 14,751 $1.71M 0.15% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,428 shares; 2025Q1: 5,428 shares; 2025Q2: 5,428 shares; 2025Q3: 5,428 shares; 2025Q4: 12,312 shares 12,312 $1.69M 0.15% +6,884 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,317 shares; 2024Q4: 9,317 shares; 2025Q1: 9,317 shares; 2025Q2: 9,317 shares; 2025Q3: 11,079 shares; 2025Q4: 11,079 shares 11,079 $1.59M 0.14% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,804 shares; 2024Q4: 19,804 shares; 2025Q1: 26,070 shares; 2025Q2: 26,310 shares; 2025Q3: 26,233 shares; 2025Q4: 26,355 shares 26,355 $1.55M 0.14% +122 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,920 shares; 2024Q4: 9,205 shares; 2025Q1: 7,674 shares; 2025Q2: 6,281 shares; 2025Q3: 6,426 shares; 2025Q4: 7,126 shares 7,126 $1.55M 0.14% +700 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,136 shares; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 6,205 shares 6,205 $1.54M 0.14% +2,125 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,934 shares; 2024Q4: 5,934 shares; 2025Q1: 5,794 shares; 2025Q2: 5,934 shares; 2025Q3: 5,934 shares; 2025Q4: 6,666 shares 6,666 $1.53M 0.14% +732 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,854 shares; 2024Q4: 18,844 shares; 2025Q1: 18,581 shares; 2025Q2: 18,550 shares; 2025Q3: 18,540 shares; 2025Q4: 17,850 shares 17,850 $1.52M 0.14% -690 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,700 shares; 2024Q4: 21,350 shares; 2025Q1: 20,250 shares; 2025Q2: 17,850 shares; 2025Q3: 16,875 shares; 2025Q4: 16,695 shares 16,695 $1.52M 0.14% -180 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 6,449 shares; 2025Q1: 6,262 shares; 2025Q2: 5,802 shares; 2025Q3: 5,802 shares; 2025Q4: 6,285 shares 6,285 $1.52M 0.14% +483 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,703 shares; 2024Q4: 15,703 shares; 2025Q1: 18,288 shares; 2025Q2: 17,933 shares; 2025Q3: 17,933 shares; 2025Q4: 18,933 shares 18,933 $1.5M 0.13% +1,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,600 shares; 2025Q1: 6,604 shares; 2025Q2: 6,394 shares; 2025Q3: 6,394 shares; 2025Q4: 11,400 shares 11,400 $1.49M 0.13% +5,006 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,224 shares; 2025Q1: 3,286 shares; 2025Q2: 3,350 shares; 2025Q3: 3,428 shares; 2025Q4: 3,503 shares 3,503 $1.49M 0.13% +75 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 1,365 shares; 2025Q2: 1,326 shares; 2025Q3: 1,436 shares; 2025Q4: 1,689 shares 1,689 $1.48M 0.13% +253 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,000 shares; 2025Q4: 90,000 shares 90,000 $1.48M 0.13% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,758 shares; 2024Q4: 12,320 shares; 2025Q1: 9,540 shares; 2025Q2: 9,244 shares; 2025Q3: 9,214 shares; 2025Q4: 8,239 shares 8,239 $1.46M 0.13% -975 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,254 shares; 2024Q4: 22,098 shares; 2025Q1: 16,442 shares; 2025Q2: 16,317 shares; 2025Q3: 16,288 shares; 2025Q4: 16,533 shares 16,533 $1.39M 0.12% +245 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,978 shares; 2024Q4: 25,129 shares; 2025Q1: 19,623 shares; 2025Q2: 11,610 shares; 2025Q3: 11,340 shares; 2025Q4: 12,049 shares 12,049 $1.38M 0.12% +709 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,047 shares; 2024Q4: 56,094 shares; 2025Q1: 56,094 shares; 2025Q2: 56,094 shares; 2025Q3: 56,094 shares; 2025Q4: 56,094 shares 56,094 $1.35M 0.12% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 7,517 shares; 2025Q1: 7,517 shares; 2025Q2: 6,867 shares; 2025Q3: 6,717 shares; 2025Q4: 6,945 shares 6,945 $1.33M 0.12% +228 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,764 shares; 2025Q1: 4,930 shares; 2025Q2: 4,764 shares; 2025Q3: 4,766 shares; 2025Q4: 4,766 shares 4,766 $1.3M 0.12% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,782 shares; 2024Q4: 14,522 shares; 2025Q1: 14,532 shares; 2025Q2: 14,541 shares; 2025Q3: 14,551 shares; 2025Q4: 14,560 shares 14,560 $1.29M 0.12% +9 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,080 shares; 2024Q4: 25,500 shares; 2025Q1: 25,443 shares; 2025Q2: 24,618 shares; 2025Q3: 24,598 shares; 2025Q4: 23,223 shares 23,223 $1.28M 0.11% -1,375 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 5,467 shares; 2025Q1: 5,557 shares; 2025Q2: 2,842 shares; 2025Q3: 3,047 shares; 2025Q4: 3,199 shares 3,199 $1.24M 0.11% +152 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 11,430 shares; 2025Q1: 11,519 shares; 2025Q2: 10,017 shares; 2025Q3: 10,017 shares; 2025Q4: 10,466 shares 10,466 $1.22M 0.11% +449 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 227 shares 227 $1.22M 0.11% +22 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,155 shares; 2024Q4: 23,193 shares; 2025Q1: 23,305 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,700 shares 23,700 $1.21M 0.11% +700 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,286 shares; 2025Q1: 4,221 shares; 2025Q2: 4,076 shares; 2025Q3: 4,076 shares; 2025Q4: 4,871 shares 4,871 $1.2M 0.11% +795 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 3,023 shares; 2025Q1: 2,983 shares; 2025Q2: 2,982 shares; 2025Q3: 2,882 shares; 2025Q4: 4,367 shares 4,367 $1.2M 0.11% +1,485 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,704 shares; 2024Q4: 60,335 shares; 2025Q1: 59,984 shares; 2025Q2: 59,240 shares; 2025Q3: 55,413 shares; 2025Q4: 68,734 shares 68,734 $1.19M 0.11% +13,321 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,406 shares; 2025Q2: 4,843 shares; 2025Q3: 4,843 shares; 2025Q4: 4,843 shares 4,843 $1.17M 0.11% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 2,964 shares; 2025Q1: 2,954 shares; 2025Q2: 2,954 shares; 2025Q3: 2,968 shares; 2025Q4: 2,968 shares 2,968 $1.15M 0.1% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,025 shares; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 3,470 shares; 2025Q4: 6,256 shares 6,256 $1.11M 0.1% +2,786 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,258 shares; 2024Q4: 11,258 shares; 2025Q1: 11,259 shares; 2025Q2: 11,258 shares; 2025Q3: 10,600 shares; 2025Q4: 10,610 shares 10,610 $1.08M 0.1% +10 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,568 shares; 2025Q1: 3,825 shares; 2025Q2: 3,640 shares; 2025Q3: 3,665 shares; 2025Q4: 7,330 shares 7,330 $1.06M 0.09% +3,665 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,968 shares; 2024Q4: 22,968 shares; 2025Q1: 22,968 shares; 2025Q2: 22,968 shares; 2025Q3: 22,968 shares; 2025Q4: 30,300 shares 30,300 $1.05M 0.09% +7,332 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,626 shares; 2024Q4: 19,966 shares; 2025Q1: 20,791 shares; 2025Q2: 20,541 shares; 2025Q3: 20,516 shares; 2025Q4: 21,042 shares 21,042 $1.04M 0.09% +526 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,772 shares; 2025Q2: 8,772 shares; 2025Q3: 13,890 shares; 2025Q4: 45,356 shares 45,356 $1.04M 0.09% +31,466 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,079 shares; 2025Q1: 4,679 shares; 2025Q2: 4,679 shares; 2025Q3: 4,680 shares; 2025Q4: 4,681 shares 4,681 $1.03M 0.09% +1 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,726 shares; 2024Q4: 11,711 shares; 2025Q1: 11,351 shares; 2025Q2: 11,372 shares; 2025Q3: 11,519 shares; 2025Q4: 11,744 shares 11,744 $1.03M 0.09% +225 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 4,760 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares; 2025Q4: 7,935 shares 7,935 $1.02M 0.09% +3,175 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,546 shares; 2024Q4: 15,546 shares; 2025Q1: 15,421 shares; 2025Q2: 15,421 shares; 2025Q3: 15,421 shares; 2025Q4: 15,421 shares 15,421 $1.01M 0.09% 0 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,571 shares; 2025Q3: 9,947 shares; 2025Q4: 38,716 shares 38,716 $985K 0.09% +28,769 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,671 shares; 2025Q3: 13,996 shares; 2025Q4: 18,838 shares 18,838 $935K 0.08% +4,842 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,813 shares; 2024Q4: 17,839 shares; 2025Q1: 17,839 shares; 2025Q2: 17,854 shares; 2025Q3: 17,854 shares; 2025Q4: 17,064 shares 17,064 $934K 0.08% -790 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,918 shares 10,918 $901K 0.08% new Timeline INKM SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,495 shares; 2024Q4: 34,795 shares; 2025Q1: 31,745 shares; 2025Q2: 31,595 shares; 2025Q3: 27,145 shares; 2025Q4: 27,015 shares 27,015 $891K 0.08% -130 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,655 shares; 2024Q4: 28,655 shares; 2025Q1: 28,135 shares; 2025Q2: 18,110 shares; 2025Q3: 16,460 shares; 2025Q4: 14,695 shares 14,695 $887K 0.08% -1,765 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,002 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $882K 0.08% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,770 shares; 2025Q2: 2,804 shares; 2025Q3: 2,804 shares; 2025Q4: 2,794 shares 2,794 $875K 0.08% -10 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,887 shares; 2025Q3: 17,887 shares; 2025Q4: 33,829 shares 33,829 $865K 0.08% +15,942 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,890 shares; 2024Q4: 22,890 shares; 2025Q1: 23,921 shares; 2025Q2: 23,658 shares; 2025Q3: 23,658 shares; 2025Q4: 23,658 shares 23,658 $858K 0.08% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 1,955 shares; 2025Q2: 3,158 shares; 2025Q3: 3,158 shares; 2025Q4: 4,358 shares 4,358 $846K 0.08% +1,200 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 5,995 shares; 2025Q1: 5,999 shares; 2025Q2: 6,166 shares; 2025Q3: 6,166 shares; 2025Q4: 10,578 shares 10,578 $838K 0.08% +4,412 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 1,910 shares; 2025Q2: 2,090 shares; 2025Q3: 2,021 shares; 2025Q4: 2,237 shares 2,237 $827K 0.07% +216 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 7,089 shares; 2025Q1: 6,693 shares; 2025Q2: 3,858 shares; 2025Q3: 3,858 shares; 2025Q4: 4,559 shares 4,559 $791K 0.07% +701 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,014 shares; 2025Q2: 9,014 shares; 2025Q3: 9,014 shares; 2025Q4: 35,189 shares 35,189 $791K 0.07% +26,175 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 365 shares; 2025Q1: 382 shares; 2025Q2: 521 shares; 2025Q3: 637 shares; 2025Q4: 8,356 shares 8,356 $783K 0.07% +7,719 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,953 shares; 2024Q4: 5,908 shares; 2025Q1: 5,979 shares; 2025Q2: 5,979 shares; 2025Q3: 5,979 shares; 2025Q4: 8,202 shares 8,202 $782K 0.07% +2,223 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,814 shares; 2025Q2: 14,729 shares; 2025Q3: 14,729 shares; 2025Q4: 14,735 shares 14,735 $779K 0.07% +6 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 743 shares; 2025Q1: 818 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 878 shares 878 $772K 0.07% +135 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,178 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,183 shares; 2025Q4: 2,448 shares 2,448 $755K 0.07% +265 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,841 shares; 2024Q4: 28,669 shares; 2025Q1: 28,571 shares; 2025Q2: 28,571 shares; 2025Q3: 28,571 shares; 2025Q4: 28,674 shares 28,674 $712K 0.06% +103 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,525 shares; 2024Q4: 29,775 shares; 2025Q1: 28,875 shares; 2025Q2: 19,875 shares; 2025Q3: 17,550 shares; 2025Q4: 17,450 shares 17,450 $711K 0.06% -100 Timeline VTEI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,998 shares 6,998 $706K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,860 shares; 2024Q4: 5,860 shares; 2025Q1: 5,813 shares; 2025Q2: 5,101 shares; 2025Q3: 2,153 shares; 2025Q4: 2,130 shares 2,130 $703K 0.06% -23 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 7,694 shares; 2025Q1: 7,922 shares; 2025Q2: 7,663 shares; 2025Q3: 8,047 shares; 2025Q4: 6,644 shares 6,644 $698K 0.06% -1,403 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,494 shares 8,494 $694K 0.06% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,817 shares; 2024Q4: 16,817 shares; 2025Q1: 14,251 shares; 2025Q2: 14,118 shares; 2025Q3: 14,098 shares; 2025Q4: 14,068 shares 14,068 $692K 0.06% -30 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,428 shares; 2025Q1: 3,293 shares; 2025Q2: 3,428 shares; 2025Q3: 3,428 shares; 2025Q4: 6,128 shares 6,128 $687K 0.06% +2,700 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 8,043 shares; 2025Q1: 8,043 shares; 2025Q2: 7,999 shares; 2025Q3: 7,999 shares; 2025Q4: 12,093 shares 12,093 $687K 0.06% +4,094 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,497 shares; 2025Q1: 10,487 shares; 2025Q2: 10,355 shares; 2025Q3: 10,205 shares; 2025Q4: 17,075 shares 17,075 $686K 0.06% +6,870 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,626 shares; 2024Q4: 13,626 shares; 2025Q1: 12,442 shares; 2025Q2: 12,457 shares; 2025Q3: 12,757 shares; 2025Q4: 12,944 shares 12,944 $684K 0.06% +187 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,935 shares; 2024Q4: 49,935 shares; 2025Q1: 37,575 shares; 2025Q2: 34,442 shares; 2025Q3: 33,642 shares; 2025Q4: 26,767 shares 26,767 $667K 0.06% -6,875 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,833 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 3,664 shares 3,664 $666K 0.06% +1,832 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 4,405 shares; 2025Q2: 4,405 shares; 2025Q3: 4,495 shares; 2025Q4: 4,745 shares 4,745 $660K 0.06% +250 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 4,084 shares; 2025Q1: 4,084 shares; 2025Q2: 4,066 shares; 2025Q3: 4,061 shares; 2025Q4: 4,058 shares 4,058 $657K 0.06% -3 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,627 shares; 2024Q4: 4,627 shares; 2025Q1: 4,627 shares; 2025Q2: 4,627 shares; 2025Q3: 4,627 shares; 2025Q4: 4,727 shares 4,727 $652K 0.06% +100 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 3,110 shares 3,110 $645K 0.06% +210 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,079 shares; 2025Q2: 978 shares; 2025Q3: 998 shares; 2025Q4: 1,131 shares 1,131 $641K 0.06% +133 Timeline NYXH NYXOAH S A More: the full row for NYXOAH S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,940 shares; 2024Q4: 117,940 shares; 2025Q1: 117,940 shares; 2025Q2: 117,940 shares; 2025Q3: 132,746 shares; 2025Q4: 132,746 shares 132,746 $637K 0.06% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,576 shares; 2024Q4: 14,204 shares; 2025Q1: 7,541 shares; 2025Q2: 7,881 shares; 2025Q3: 7,881 shares; 2025Q4: 9,398 shares 9,398 $632K 0.06% +1,517 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,125 shares 4,125 $613K 0.05% -25 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,047 shares; 2024Q4: 7,047 shares; 2025Q1: 7,047 shares; 2025Q2: 7,047 shares; 2025Q3: 7,047 shares; 2025Q4: 4,998 shares 4,998 $605K 0.05% -2,049 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,010 shares; 2025Q1: 2,810 shares; 2025Q2: 1,710 shares; 2025Q3: 1,735 shares; 2025Q4: 1,976 shares 1,976 $602K 0.05% +241 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,255 shares 4,255 $576K 0.05% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,552 shares; 2024Q4: 4,552 shares; 2025Q1: 4,507 shares; 2025Q2: 4,506 shares; 2025Q3: 4,799 shares; 2025Q4: 4,799 shares 4,799 $553K 0.05% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 1,782 shares; 2025Q3: 1,782 shares; 2025Q4: 3,448 shares 3,448 $549K 0.05% +1,666 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,954 shares; 2024Q4: 19,954 shares; 2025Q1: 20,301 shares; 2025Q2: 19,937 shares; 2025Q3: 16,621 shares; 2025Q4: 9,906 shares 9,906 $534K 0.05% -6,715 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 853 shares; 2025Q4: 1,548 shares 1,548 $523K 0.05% +695 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,472 shares; 2024Q4: 5,472 shares; 2025Q1: 5,472 shares; 2025Q2: 5,472 shares; 2025Q3: 6,210 shares; 2025Q4: 6,790 shares 6,790 $522K 0.05% +580 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: 3,982 shares; 2025Q4: 4,182 shares 4,182 $513K 0.05% +200 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,730 shares; 2025Q1: 1,731 shares; 2025Q2: 1,730 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares 1,730 $512K 0.05% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 820 shares 820 $502K 0.04% -430 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,867 shares; 2025Q1: 3,867 shares; 2025Q2: 3,867 shares; 2025Q3: 3,867 shares; 2025Q4: 3,867 shares 3,867 $498K 0.04% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 712 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 841 shares 841 $480K 0.04% +200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,643 shares; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares 1,643 $472K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 6,655 shares; 2025Q1: 6,504 shares; 2025Q2: 6,464 shares; 2025Q3: 6,458 shares; 2025Q4: 6,308 shares 6,308 $464K 0.04% -150 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 2,700 shares; 2025Q1: 3,100 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $463K 0.04% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,973 shares; 2024Q4: 11,696 shares; 2025Q1: 11,368 shares; 2025Q2: 12,328 shares; 2025Q3: 12,328 shares; 2025Q4: 11,282 shares 11,282 $460K 0.04% -1,046 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,760 shares; 2025Q1: 1,781 shares; 2025Q2: 1,660 shares; 2025Q3: 2,272 shares; 2025Q4: 2,064 shares 2,064 $454K 0.04% -208 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 5,763 shares; 2025Q1: 5,354 shares; 2025Q2: 5,354 shares; 2025Q3: 5,354 shares; 2025Q4: 5,254 shares 5,254 $453K 0.04% -100 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,540 shares 5,540 $450K 0.04% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 5,244 shares; 2025Q1: 5,598 shares; 2025Q2: 5,319 shares; 2025Q3: 5,319 shares; 2025Q4: 5,524 shares 5,524 $445K 0.04% +205 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,204 shares; 2025Q1: 3,194 shares; 2025Q2: 3,192 shares; 2025Q3: 3,192 shares; 2025Q4: 3,332 shares 3,332 $430K 0.04% +140 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 3,025 shares; 2025Q2: 3,025 shares; 2025Q3: 3,025 shares; 2025Q4: 3,025 shares 3,025 $419K 0.04% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares 2,900 $410K 0.04% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,085 shares; 2025Q4: 5,335 shares 5,335 $402K 0.04% +2,250 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,436 shares; 2025Q3: 8,436 shares; 2025Q4: 15,336 shares 15,336 $400K 0.04% +6,900 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $389K 0.03% 0 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,074 shares 13,074 $387K 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,932 shares; 2024Q4: 9,024 shares; 2025Q1: 5,094 shares; 2025Q2: 4,011 shares; 2025Q3: 3,956 shares; 2025Q4: 3,956 shares 3,956 $383K 0.03% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 2,076 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares 2,075 $382K 0.03% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,899 shares; 2025Q4: 6,899 shares 6,899 $381K 0.03% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,215 shares; 2025Q3: 11,580 shares; 2025Q4: 11,580 shares 11,580 $378K 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 2,847 shares; 2025Q1: 2,598 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,879 shares 2,879 $376K 0.03% +484 Timeline DTEC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,111 shares; 2024Q4: 8,611 shares; 2025Q1: 7,711 shares; 2025Q2: 7,683 shares; 2025Q3: 5,433 shares; 2025Q4: 7,546 shares 7,546 $367K 0.03% +2,113 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 559 shares 559 $365K 0.03% +15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,143 shares; 2025Q1: 2,145 shares; 2025Q2: 2,143 shares; 2025Q3: 2,143 shares; 2025Q4: 2,143 shares 2,143 $349K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 940 shares; 2025Q4: 1,897 shares 1,897 $344K 0.03% +957 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,004 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $343K 0.03% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 801 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $334K 0.03% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 4,100 shares 4,100 $332K 0.03% +500 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 1,829 shares 1,829 $324K 0.03% +1,704 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,112 shares; 2025Q1: 1,176 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares 1,155 $313K 0.03% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,920 shares; 2025Q3: 11,920 shares; 2025Q4: 11,920 shares 11,920 $312K 0.03% 0 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,428 shares; 2025Q3: 11,428 shares; 2025Q4: 11,858 shares 11,858 $310K 0.03% +430 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 2,587 shares; 2025Q2: 2,377 shares; 2025Q3: 2,622 shares; 2025Q4: 2,622 shares 2,622 $307K 0.03% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares 1,194 $307K 0.03% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,258 shares; 2025Q1: 3,259 shares; 2025Q2: 3,258 shares; 2025Q3: 3,258 shares; 2025Q4: 3,368 shares 3,368 $300K 0.03% +110 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,070 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 1,425 shares 1,425 $297K 0.03% +38 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,838 shares 5,838 $297K 0.03% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: 4,579 shares; 2025Q1: 2,580 shares; 2025Q2: 2,579 shares; 2025Q3: 2,544 shares; 2025Q4: 1,956 shares 1,956 $296K 0.03% -588 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares 1,025 $295K 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares 86 $292K 0.03% new Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,112 shares; 2025Q4: 4,224 shares 4,224 $291K 0.03% +2,112 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: not reported; 2025Q2: 3,425 shares; 2025Q3: 3,425 shares; 2025Q4: 3,425 shares 3,425 $288K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares 1,825 $283K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: 864 shares 864 $279K 0.02% +634 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares 1,501 $273K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 1,250 shares; 2025Q4: 2,500 shares 2,500 $268K 0.02% +1,250 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 3,158 shares; 2025Q1: 3,164 shares; 2025Q2: 3,024 shares; 2025Q3: 3,024 shares; 2025Q4: 3,024 shares 3,024 $264K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $262K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,600 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $260K 0.02% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $252K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 817 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 833 shares 833 $252K 0.02% -2 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $249K 0.02% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,981 shares; 2025Q4: 9,741 shares 9,741 $247K 0.02% +7,760 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,424 shares; 2025Q4: 1,424 shares 1,424 $244K 0.02% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $235K 0.02% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,120 shares; 2025Q4: 4,205 shares 4,205 $227K 0.02% +1,085 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,240 shares; 2024Q4: 8,140 shares; 2025Q1: 4,415 shares; 2025Q2: 4,600 shares; 2025Q3: 5,250 shares; 2025Q4: 4,850 shares 4,850 $226K 0.02% -400 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,078 shares 1,078 $225K 0.02% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,010 shares; 2025Q3: 5,010 shares; 2025Q4: 5,010 shares 5,010 $225K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,518 shares 4,518 $223K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,652 shares; 2025Q1: 3,602 shares; 2025Q2: 3,668 shares; 2025Q3: 3,668 shares; 2025Q4: 3,798 shares 3,798 $222K 0.02% +130 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,286 shares; 2025Q1: 1,509 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 1,193 shares 1,193 $221K 0.02% -120 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,641 shares 2,641 $221K 0.02% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares 2,245 $221K 0.02% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $220K 0.02% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 3,181 shares; 2025Q1: 2,479 shares; 2025Q2: 2,476 shares; 2025Q3: 2,476 shares; 2025Q4: 2,476 shares 2,476 $220K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares 6,800 $218K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,088 shares; 2025Q1: 2,308 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 1,730 shares 1,730 $218K 0.02% +258 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,151 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares 2,150 $217K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 503 shares 503 $212K 0.02% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 1,110 shares 1,110 $212K 0.02% +1,070 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,484 shares 2,484 $206K 0.02% new Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,680 shares 7,680 $205K 0.02% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares; 2025Q4: 2,032 shares 2,032 $203K 0.02% +522 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $200K 0.02% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $195K 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,105 shares; 2025Q4: 1,245 shares 1,245 $176K 0.02% +140 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares 1,240 $175K 0.02% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,218 shares; 2025Q4: 2,218 shares 2,218 $167K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,096 shares; 2024Q4: 42,871 shares; 2025Q1: 37,231 shares; 2025Q2: 23,482 shares; 2025Q3: 23,002 shares; 2025Q4: 5,257 shares 5,257 $157K 0.01% -17,745 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,911 shares; 2025Q4: 1,917 shares 1,917 $151K 0.01% +6 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares 2,010 $149K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $148K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 461 shares; 2025Q4: 463 shares 463 $146K 0.01% +2 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,619 shares; 2025Q1: 1,750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 452 shares 452 $131K 0.01% new Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $121K 0.01% 0 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,537 shares; 2025Q4: 4,537 shares 4,537 $118K 0.01% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $114K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,195 shares; 2025Q4: 2,195 shares 2,195 $105K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 599 shares 599 $101K 0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $95.7K 0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,042 shares; 2025Q4: 2,042 shares 2,042 $93.9K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,669 shares; 2025Q4: 1,969 shares 1,969 $92.3K 0.01% +300 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 977 shares; 2025Q4: 1,579 shares 1,579 $91.4K 0.01% +602 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $90.2K 0.01% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares 1,403 $80.8K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $79.9K 0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 733 shares 733 $77.5K 0.01% new Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $72K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 509 shares; 2025Q4: 509 shares 509 $70.9K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $69.7K 0.01% 0 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $68.4K 0.01% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $66.7K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 302 shares 302 $63.5K 0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,313 shares; 2025Q4: 1,208 shares 1,208 $62.5K 0.01% -105 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: 264 shares 264 $55.2K <0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $54.8K <0.01% 0 Timeline JPST 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 1,000 shares 1,000 $50.8K <0.01% +500 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $50.7K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $50.3K <0.01% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 211 shares 211 $44.7K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 616 shares; 2025Q4: 616 shares 616 $44K <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $42.6K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $41.9K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 366 shares; 2025Q4: 366 shares 366 $35.5K <0.01% 0 Timeline ELUT ELUTIA INC More: the full row for ELUTIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares 50,000 $34.6K <0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $33.6K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares; 2025Q4: 210 shares 210 $29.6K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $28.7K <0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $28.5K <0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $26.9K <0.01% 0 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,275 shares; 2024Q4: 10,275 shares; 2025Q1: 10,275 shares; 2025Q2: 10,275 shares; 2025Q3: 10,275 shares; 2025Q4: 10,275 shares 10,275 $26.8K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $25.6K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 227 shares 227 $25K <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $15.8K <0.01% 0 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 207 shares 207 $15.6K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 175 shares 175 $14.8K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $12.2K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 270 shares 270 $10.9K <0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $9.06K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222 shares; 2025Q4: 222 shares 222 $5.11K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 42 shares 42 $1.1K <0.01% 0 Timeline