VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592,688 shares; 2024Q4: 2,540,004 shares; 2025Q1: 2,481,796 shares; 2025Q2: 2,176,216 shares; 2025Q3: 2,161,108 shares 2,161,108 $1.04B 11.77% -15,108 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,877,409 shares; 2024Q4: 11,229,385 shares; 2025Q1: 13,542,589 shares; 2025Q2: 14,076,338 shares; 2025Q3: 14,471,672 shares 14,471,672 $867M 9.85% +395,334 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,821 shares; 2024Q4: 56,936 shares; 2025Q1: 4,916,363 shares; 2025Q2: 6,634,648 shares; 2025Q3: 7,143,579 shares 7,143,579 $716M 8.13% +508,931 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,855,869 shares; 2024Q4: 4,912,009 shares; 2025Q1: 4,379,717 shares; 2025Q2: 3,684,307 shares; 2025Q3: 3,735,111 shares 3,735,111 $697M 7.91% +50,804 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793,875 shares; 2024Q4: 2,780,596 shares; 2025Q1: 2,683,246 shares; 2025Q2: 2,423,680 shares; 2025Q3: 2,395,411 shares 2,395,411 $255M 2.9% -28,269 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,326 shares; 2024Q4: 69,454 shares; 2025Q1: 1,461,439 shares; 2025Q2: 3,913,888 shares; 2025Q3: 4,283,808 shares 4,283,808 $252M 2.86% +369,920 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,708,407 shares; 2024Q4: 3,019,524 shares; 2025Q1: 3,552,252 shares; 2025Q2: 3,880,468 shares; 2025Q3: 4,051,221 shares 4,051,221 $219M 2.49% +170,753 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,760 shares; 2024Q4: 411,078 shares; 2025Q1: 384,448 shares; 2025Q2: 383,372 shares; 2025Q3: 412,112 shares 412,112 $213M 2.42% +28,740 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834,004 shares; 2024Q4: 850,324 shares; 2025Q1: 738,819 shares; 2025Q2: 734,722 shares; 2025Q3: 785,404 shares 785,404 $200M 2.27% +50,682 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275,816 shares; 2024Q4: 3,336,522 shares; 2025Q1: 3,432,972 shares; 2025Q2: 3,638,035 shares; 2025Q3: 3,840,677 shares 3,840,677 $192M 2.18% +202,642 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,596 shares; 2024Q4: 437,097 shares; 2025Q1: 427,625 shares; 2025Q2: 431,284 shares; 2025Q3: 390,461 shares 390,461 $123M 1.4% -40,823 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,408 shares; 2024Q4: 208,539 shares; 2025Q1: 179,671 shares; 2025Q2: 188,694 shares; 2025Q3: 181,955 shares 181,955 $122M 1.38% -6,739 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,309 shares; 2024Q4: 320,680 shares; 2025Q1: 333,598 shares; 2025Q2: 357,304 shares; 2025Q3: 365,995 shares 365,995 $109M 1.24% +8,691 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,173 shares; 2024Q4: 411,046 shares; 2025Q1: 432,678 shares; 2025Q2: 467,411 shares; 2025Q3: 483,851 shares 483,851 $101M 1.15% +16,440 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,204 shares; 2024Q4: 108,795 shares; 2025Q1: 139,150 shares; 2025Q2: 138,769 shares; 2025Q3: 138,593 shares 138,593 $92.3M 1.05% -176 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,682 shares; 2024Q4: 258,124 shares; 2025Q1: 251,764 shares; 2025Q2: 235,813 shares; 2025Q3: 255,666 shares 255,666 $84.3M 0.96% +19,853 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610,746 shares 610,746 $80.8M 0.92% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,224 shares; 2024Q4: 213,766 shares; 2025Q1: 186,808 shares; 2025Q2: 316,973 shares; 2025Q3: 297,395 shares 297,395 $72.3M 0.82% -19,578 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,856 shares; 2024Q4: 365,556 shares; 2025Q1: 354,105 shares; 2025Q2: 358,938 shares; 2025Q3: 378,652 shares 378,652 $70.2M 0.8% +19,714 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,754 shares; 2024Q4: 301,389 shares; 2025Q1: 289,230 shares; 2025Q2: 318,886 shares; 2025Q3: 349,678 shares 349,678 $64.8M 0.74% +30,792 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,185 shares; 2024Q4: 153,507 shares; 2025Q1: 89,447 shares; 2025Q2: 141,610 shares; 2025Q3: 130,108 shares 130,108 $60.9M 0.69% -11,502 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 805,690 shares; 2025Q1: 874,224 shares; 2025Q2: 846,098 shares; 2025Q3: 875,815 shares 875,815 $59.9M 0.68% +29,717 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,367 shares; 2024Q4: 311,031 shares; 2025Q1: 295,121 shares; 2025Q2: 271,979 shares; 2025Q3: 253,128 shares 253,128 $58.6M 0.67% -18,851 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,735 shares; 2024Q4: 177,730 shares; 2025Q1: 168,454 shares; 2025Q2: 166,276 shares; 2025Q3: 168,777 shares 168,777 $57.6M 0.65% +2,501 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 873,399 shares; 2025Q3: 848,042 shares 848,042 $55.1M 0.63% -25,357 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,362 shares; 2024Q4: 66,151 shares; 2025Q1: 95,599 shares; 2025Q2: 89,179 shares; 2025Q3: 107,770 shares 107,770 $51.4M 0.58% +18,591 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,163 shares; 2024Q4: 45,191 shares; 2025Q1: 43,302 shares; 2025Q2: 64,533 shares; 2025Q3: 65,481 shares 65,481 $50M 0.57% +948 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,857 shares; 2024Q4: 128,680 shares; 2025Q1: 154,195 shares; 2025Q2: 150,326 shares; 2025Q3: 151,698 shares 151,698 $49.8M 0.57% +1,372 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,733 shares; 2024Q4: 256,435 shares; 2025Q1: 245,288 shares; 2025Q2: 236,740 shares; 2025Q3: 343,074 shares 343,074 $49.6M 0.56% +106,334 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,246 shares; 2024Q4: 170,631 shares; 2025Q1: 146,474 shares; 2025Q2: 182,234 shares; 2025Q3: 219,738 shares 219,738 $48.2M 0.55% +37,504 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,535 shares; 2024Q4: 271,919 shares; 2025Q1: 272,727 shares; 2025Q2: 268,785 shares; 2025Q3: 302,671 shares 302,671 $46.5M 0.53% +33,886 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,121 shares; 2024Q4: 50,097 shares; 2025Q1: 48,542 shares; 2025Q2: 48,766 shares; 2025Q3: 49,098 shares 49,098 $45.4M 0.52% +332 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,631 shares; 2024Q4: 76,707 shares; 2025Q1: 71,000 shares; 2025Q2: 73,631 shares; 2025Q3: 72,658 shares 72,658 $44.5M 0.51% -973 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,299 shares; 2024Q4: 114,013 shares; 2025Q1: 112,381 shares; 2025Q2: 111,034 shares; 2025Q3: 138,402 shares 138,402 $42.1M 0.48% +27,368 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 781,150 shares; 2025Q1: 864,229 shares; 2025Q2: 598,288 shares; 2025Q3: 598,288 shares 598,288 $40.7M 0.46% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,230 shares; 2024Q4: 34,510 shares; 2025Q1: 23,840 shares; 2025Q2: 71,028 shares; 2025Q3: 67,111 shares 67,111 $40.3M 0.46% -3,917 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,331 shares; 2024Q4: 107,316 shares; 2025Q1: 100,828 shares; 2025Q2: 100,379 shares; 2025Q3: 98,126 shares 98,126 $39.8M 0.45% -2,253 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,497 shares; 2024Q4: 550,615 shares; 2025Q1: 444,602 shares; 2025Q2: 418,941 shares; 2025Q3: 369,036 shares 369,036 $38M 0.43% -49,905 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,359 shares; 2024Q4: 50,068 shares; 2025Q1: 44,226 shares; 2025Q2: 45,189 shares; 2025Q3: 51,375 shares 51,375 $37.7M 0.43% +6,186 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,996 shares; 2024Q4: 29,444 shares; 2025Q1: 30,598 shares; 2025Q2: 32,032 shares; 2025Q3: 37,575 shares 37,575 $36.4M 0.41% +5,543 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,754 shares; 2025Q1: 24,813 shares; 2025Q2: 24,549 shares; 2025Q3: 30,895 shares 30,895 $36M 0.41% +6,346 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,398 shares; 2024Q4: 227,769 shares; 2025Q1: 222,130 shares; 2025Q2: 209,429 shares; 2025Q3: 207,910 shares 207,910 $34.8M 0.4% -1,519 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,387,336 shares; 2024Q4: 13,778,234 shares; 2025Q1: 7,601,785 shares; 2025Q2: 1,399,638 shares; 2025Q3: 1,160,190 shares 1,160,190 $34.4M 0.39% -239,448 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,115 shares; 2024Q4: 161,558 shares; 2025Q1: 141,284 shares; 2025Q2: 141,836 shares; 2025Q3: 139,647 shares 139,647 $34M 0.39% -2,189 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,452 shares; 2024Q4: 96,602 shares; 2025Q1: 84,269 shares; 2025Q2: 58,822 shares; 2025Q3: 67,556 shares 67,556 $34M 0.39% +8,734 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,436,146 shares; 2024Q4: 8,642,884 shares; 2025Q1: 4,886,694 shares; 2025Q2: 693,774 shares; 2025Q3: 562,824 shares 562,824 $33.8M 0.38% -130,950 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,839 shares; 2024Q4: 254,544 shares; 2025Q1: 251,293 shares; 2025Q2: 247,978 shares; 2025Q3: 246,329 shares 246,329 $33M 0.37% -1,649 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,834 shares; 2024Q4: 493,407 shares; 2025Q1: 458,617 shares; 2025Q2: 433,649 shares; 2025Q3: 421,005 shares 421,005 $31.8M 0.36% -12,644 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,324 shares; 2024Q4: 116,916 shares; 2025Q1: 115,129 shares; 2025Q2: 114,059 shares; 2025Q3: 128,387 shares 128,387 $30.3M 0.34% +14,328 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,535 shares; 2024Q4: 65,682 shares; 2025Q1: 64,563 shares; 2025Q2: 62,377 shares; 2025Q3: 60,269 shares 60,269 $28.6M 0.33% -2,108 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,036 shares; 2024Q4: 27,854 shares; 2025Q1: 26,477 shares; 2025Q2: 26,498 shares; 2025Q3: 85,371 shares 85,371 $28.4M 0.32% +58,873 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,347 shares; 2024Q4: 133,090 shares; 2025Q1: 133,357 shares; 2025Q2: 131,988 shares; 2025Q3: 132,323 shares 132,323 $27.9M 0.32% +335 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,847 shares; 2024Q4: 235,943 shares; 2025Q1: 208,691 shares; 2025Q2: 249,925 shares; 2025Q3: 234,908 shares 234,908 $26.5M 0.3% -15,017 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,040 shares; 2024Q4: 184,259 shares; 2025Q1: 224,868 shares; 2025Q2: 181,829 shares; 2025Q3: 144,905 shares 144,905 $24.1M 0.27% -36,924 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,572 shares; 2024Q4: 50,058 shares; 2025Q1: 42,314 shares; 2025Q2: 44,015 shares; 2025Q3: 83,646 shares 83,646 $23.6M 0.27% +39,631 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,887 shares; 2024Q4: 204,632 shares; 2025Q1: 123,188 shares; 2025Q2: 117,466 shares; 2025Q3: 109,219 shares 109,219 $22.6M 0.26% -8,247 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 16,599 shares; 2025Q1: 16,599 shares; 2025Q2: 23,724 shares; 2025Q3: 23,724 shares 23,724 $22.2M 0.25% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,308 shares; 2024Q4: 239,231 shares; 2025Q1: 253,789 shares; 2025Q2: 233,256 shares; 2025Q3: 157,062 shares 157,062 $22.1M 0.25% -76,194 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,217 shares; 2024Q4: 235,905 shares; 2025Q1: 220,605 shares; 2025Q2: 118,687 shares; 2025Q3: 110,290 shares 110,290 $21.5M 0.24% -8,397 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,693 shares; 2024Q4: 105,397 shares; 2025Q1: 102,746 shares; 2025Q2: 98,816 shares; 2025Q3: 95,332 shares 95,332 $20.6M 0.23% -3,484 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,946 shares; 2024Q4: 11,954 shares; 2025Q1: 9,281 shares; 2025Q2: 13,061 shares; 2025Q3: 58,460 shares 58,460 $20.6M 0.23% +45,399 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,222 shares; 2024Q4: 204,612 shares; 2025Q1: 195,034 shares; 2025Q2: 171,192 shares; 2025Q3: 170,688 shares 170,688 $20.2M 0.23% -504 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: 15,006 shares; 2025Q1: 14,909 shares; 2025Q2: 18,083 shares; 2025Q3: 18,309 shares 18,309 $19.7M 0.22% +226 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,314 shares; 2024Q4: 68,859 shares; 2025Q1: 67,725 shares; 2025Q2: 67,677 shares; 2025Q3: 68,534 shares 68,534 $19.3M 0.22% +857 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,274 shares; 2024Q4: 122,867 shares; 2025Q1: 117,305 shares; 2025Q2: 116,843 shares; 2025Q3: 116,472 shares 116,472 $19.2M 0.22% -371 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,279 shares; 2024Q4: 76,239 shares; 2025Q1: 70,415 shares; 2025Q2: 69,914 shares; 2025Q3: 68,104 shares 68,104 $19.2M 0.22% -1,810 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,390 shares; 2024Q4: 179,642 shares; 2025Q1: 118,216 shares; 2025Q2: 162,145 shares; 2025Q3: 156,847 shares 156,847 $18.6M 0.21% -5,298 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,961 shares; 2024Q4: 258,006 shares; 2025Q1: 209,867 shares; 2025Q2: 292,281 shares; 2025Q3: 282,504 shares 282,504 $18.4M 0.21% -9,777 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,896 shares; 2024Q4: 12,856 shares; 2025Q1: 6,445 shares; 2025Q2: 80,891 shares; 2025Q3: 92,301 shares 92,301 $18.3M 0.21% +11,410 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,931 shares; 2024Q4: 212,406 shares; 2025Q1: 295,681 shares; 2025Q2: 278,965 shares; 2025Q3: 267,313 shares 267,313 $18.3M 0.21% -11,652 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368,471 shares; 2025Q3: 379,603 shares 379,603 $18.2M 0.21% +11,132 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,051 shares; 2024Q4: 365,911 shares; 2025Q1: 350,687 shares; 2025Q2: 344,078 shares; 2025Q3: 315,395 shares 315,395 $18M 0.2% -28,683 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,024 shares; 2024Q4: 210,544 shares; 2025Q1: 200,815 shares; 2025Q2: 195,225 shares; 2025Q3: 184,221 shares 184,221 $17.6M 0.2% -11,004 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,117 shares; 2024Q4: 33,490 shares; 2025Q1: 34,813 shares; 2025Q2: 35,131 shares; 2025Q3: 35,611 shares 35,611 $17.3M 0.2% +480 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347,565 shares; 2024Q4: 2,403,354 shares; 2025Q1: 1,415,635 shares; 2025Q2: 222,910 shares; 2025Q3: 181,920 shares 181,920 $17.3M 0.2% -40,990 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,096 shares; 2024Q4: 299,445 shares; 2025Q1: 195,684 shares; 2025Q2: 146,825 shares; 2025Q3: 137,852 shares 137,852 $16.5M 0.19% -8,973 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,717 shares; 2024Q4: 54,606 shares; 2025Q1: 55,572 shares; 2025Q2: 58,788 shares; 2025Q3: 58,878 shares 58,878 $16.4M 0.19% +90 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 976 shares; 2025Q1: 4,166 shares; 2025Q2: 4,960 shares; 2025Q3: 65,785 shares 65,785 $16.2M 0.18% +60,825 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,152 shares; 2024Q4: 41,960 shares; 2025Q1: 41,230 shares; 2025Q2: 41,498 shares; 2025Q3: 32,391 shares 32,391 $16.2M 0.18% -9,107 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,831 shares; 2024Q4: 41,633 shares; 2025Q1: 41,047 shares; 2025Q2: 40,299 shares; 2025Q3: 47,737 shares 47,737 $15.4M 0.18% +7,438 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,290 shares; 2024Q4: 183,971 shares; 2025Q1: 175,378 shares; 2025Q2: 195,608 shares; 2025Q3: 201,132 shares 201,132 $15M 0.17% +5,524 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,426 shares; 2024Q4: 8,893 shares; 2025Q1: 8,874 shares; 2025Q2: 132,307 shares; 2025Q3: 136,688 shares 136,688 $14.7M 0.17% +4,381 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,987 shares; 2024Q4: 184,323 shares; 2025Q1: 246,846 shares; 2025Q2: 183,083 shares; 2025Q3: 182,258 shares 182,258 $14.6M 0.17% -825 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,366 shares; 2024Q4: 279,174 shares; 2025Q1: 255,793 shares; 2025Q2: 214,305 shares; 2025Q3: 141,606 shares 141,606 $14.4M 0.16% -72,699 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,191 shares; 2024Q4: 174,221 shares; 2025Q1: 125,871 shares; 2025Q2: 128,593 shares; 2025Q3: 123,727 shares 123,727 $14.1M 0.16% -4,866 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,991 shares; 2024Q4: 130,947 shares; 2025Q1: 130,922 shares; 2025Q2: 106,523 shares; 2025Q3: 87,944 shares 87,944 $13.7M 0.16% -18,579 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,526 shares; 2024Q4: 76,659 shares; 2025Q1: 75,625 shares; 2025Q2: 50,716 shares; 2025Q3: 53,700 shares 53,700 $13.5M 0.15% +2,984 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,881 shares; 2024Q4: 11,172 shares; 2025Q1: 10,366 shares; 2025Q2: 10,762 shares; 2025Q3: 82,505 shares 82,505 $13.4M 0.15% +71,743 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,183 shares; 2024Q4: 88,307 shares; 2025Q1: 88,515 shares; 2025Q2: 89,638 shares; 2025Q3: 136,693 shares 136,693 $12.8M 0.14% +47,055 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,177 shares; 2024Q4: 32,339 shares; 2025Q1: 34,609 shares; 2025Q2: 34,625 shares; 2025Q3: 45,213 shares 45,213 $12.8M 0.14% +10,588 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,738 shares; 2024Q4: 12,800 shares; 2025Q1: 19,266 shares; 2025Q2: 20,437 shares; 2025Q3: 28,109 shares 28,109 $12.5M 0.14% +7,672 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,158 shares; 2024Q4: 64,108 shares; 2025Q1: 61,712 shares; 2025Q2: 62,040 shares; 2025Q3: 60,716 shares 60,716 $12.4M 0.14% -1,324 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,525 shares; 2024Q4: 51,466 shares; 2025Q1: 51,073 shares; 2025Q2: 50,309 shares; 2025Q3: 49,987 shares 49,987 $12.3M 0.14% -322 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,293 shares; 2024Q4: 19,886 shares; 2025Q1: 88,396 shares; 2025Q2: 86,982 shares; 2025Q3: 87,188 shares 87,188 $12.3M 0.14% +206 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,089 shares; 2024Q4: 61,408 shares; 2025Q1: 60,380 shares; 2025Q2: 59,190 shares; 2025Q3: 54,795 shares 54,795 $12.2M 0.14% -4,395 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,013 shares; 2025Q2: 58,500 shares; 2025Q3: 56,316 shares 56,316 $12.1M 0.14% -2,184 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,306 shares; 2024Q4: 534,554 shares; 2025Q1: 509,809 shares; 2025Q2: 120,395 shares; 2025Q3: 93,420 shares 93,420 $11.9M 0.14% -26,975 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,802 shares; 2024Q4: 62,355 shares; 2025Q1: 56,827 shares; 2025Q2: 52,033 shares; 2025Q3: 55,160 shares 55,160 $11.9M 0.14% +3,127 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,678 shares; 2024Q4: 127,840 shares; 2025Q1: 111,155 shares; 2025Q2: 101,461 shares; 2025Q3: 76,440 shares 76,440 $11.9M 0.13% -25,021 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,397 shares; 2024Q4: 33,983 shares; 2025Q1: 34,106 shares; 2025Q2: 35,164 shares; 2025Q3: 37,625 shares 37,625 $11.8M 0.13% +2,461 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,702 shares; 2024Q4: 11,026 shares; 2025Q1: 8,375 shares; 2025Q2: 70,885 shares; 2025Q3: 49,613 shares 49,613 $11.8M 0.13% -21,272 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,989 shares; 2024Q4: 466,327 shares; 2025Q1: 473,213 shares; 2025Q2: 494,047 shares; 2025Q3: 499,977 shares 499,977 $11.6M 0.13% +5,930 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,297 shares; 2024Q4: 279,388 shares; 2025Q1: 281,417 shares; 2025Q2: 417,376 shares; 2025Q3: 397,513 shares 397,513 $11.6M 0.13% -19,863 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,199 shares; 2024Q4: 114,924 shares; 2025Q1: 101,899 shares; 2025Q2: 106,303 shares; 2025Q3: 114,730 shares 114,730 $11.2M 0.13% +8,427 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,965 shares; 2024Q4: 5,051 shares; 2025Q1: 4,560 shares; 2025Q2: 4,365 shares; 2025Q3: 48,963 shares 48,963 $10.8M 0.12% +44,598 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,577 shares; 2024Q4: 59,977 shares; 2025Q1: 55,987 shares; 2025Q2: 51,590 shares; 2025Q3: 45,122 shares 45,122 $10.8M 0.12% -6,468 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,036 shares; 2024Q4: 90,823 shares; 2025Q1: 88,600 shares; 2025Q2: 242,060 shares; 2025Q3: 193,931 shares 193,931 $10.8M 0.12% -48,129 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 14 shares 14 $10.6M 0.12% +4 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,625 shares; 2024Q4: 37,990 shares; 2025Q1: 36,886 shares; 2025Q2: 36,789 shares; 2025Q3: 38,252 shares 38,252 $10.2M 0.12% +1,463 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,371 shares; 2024Q4: 45,309 shares; 2025Q1: 34,187 shares; 2025Q2: 33,727 shares; 2025Q3: 33,999 shares 33,999 $9.98M 0.11% +272 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,751 shares; 2024Q4: 101,562 shares; 2025Q1: 98,274 shares; 2025Q2: 129,176 shares; 2025Q3: 130,471 shares 130,471 $9.88M 0.11% +1,295 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,126 shares; 2024Q4: 36,129 shares; 2025Q1: 38,236 shares; 2025Q2: 39,058 shares; 2025Q3: 38,678 shares 38,678 $9.83M 0.11% -380 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,501 shares; 2024Q4: 255,888 shares; 2025Q1: 238,757 shares; 2025Q2: 190,273 shares; 2025Q3: 146,768 shares 146,768 $9.81M 0.11% -43,505 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,764 shares; 2024Q4: 340,720 shares; 2025Q1: 350,162 shares; 2025Q2: 353,480 shares; 2025Q3: 183,825 shares 183,825 $9.81M 0.11% -169,655 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,948 shares; 2024Q4: 23,263 shares; 2025Q1: 21,750 shares; 2025Q2: 31,036 shares; 2025Q3: 32,078 shares 32,078 $9.65M 0.11% +1,042 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,625 shares; 2024Q4: 145,624 shares; 2025Q1: 141,547 shares; 2025Q2: 139,761 shares; 2025Q3: 137,728 shares 137,728 $9.6M 0.11% -2,033 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,834 shares; 2024Q4: 343,826 shares; 2025Q1: 418,404 shares; 2025Q2: 419,257 shares; 2025Q3: 432,233 shares 432,233 $9.57M 0.11% +12,976 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,093 shares; 2024Q4: 546,590 shares; 2025Q1: 547,984 shares; 2025Q2: 155,968 shares; 2025Q3: 111,751 shares 111,751 $9.38M 0.11% -44,217 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,927 shares; 2024Q4: 41,062 shares; 2025Q1: 31,987 shares; 2025Q2: 108,616 shares; 2025Q3: 141,557 shares 141,557 $9.33M 0.11% +32,941 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,081 shares; 2024Q4: 115,415 shares; 2025Q1: 107,916 shares; 2025Q2: 106,964 shares; 2025Q3: 139,454 shares 139,454 $9.25M 0.11% +32,490 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,529 shares; 2024Q4: 32,538 shares; 2025Q1: 32,220 shares; 2025Q2: 31,724 shares; 2025Q3: 31,206 shares 31,206 $9.17M 0.1% -518 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,706 shares; 2024Q4: 11,097 shares; 2025Q1: 10,565 shares; 2025Q2: 11,309 shares; 2025Q3: 11,251 shares 11,251 $8.96M 0.1% -58 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 11,438 shares 11,438 $8.84M 0.1% +10,355 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,320 shares; 2025Q1: 3,569 shares; 2025Q2: 4,274 shares; 2025Q3: 12,485 shares 12,485 $8.71M 0.1% +8,211 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,992 shares; 2024Q4: 32,798 shares; 2025Q1: 27,679 shares; 2025Q2: 30,484 shares; 2025Q3: 75,800 shares 75,800 $8.68M 0.1% +45,316 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 8,223 shares; 2025Q1: 7,875 shares; 2025Q2: 7,857 shares; 2025Q3: 23,313 shares 23,313 $8.62M 0.1% +15,456 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,016 shares; 2024Q4: 15,160 shares; 2025Q1: 14,300 shares; 2025Q2: 15,027 shares; 2025Q3: 15,129 shares 15,129 $8.61M 0.1% +102 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,853 shares; 2024Q4: 8,255 shares; 2025Q1: 22,836 shares; 2025Q2: 108,225 shares; 2025Q3: 116,234 shares 116,234 $8.46M 0.1% +8,009 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,296 shares; 2024Q4: 6,360 shares; 2025Q1: 41,338 shares; 2025Q2: 43,292 shares; 2025Q3: 43,813 shares 43,813 $8.31M 0.09% +521 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,751 shares; 2024Q4: 84,606 shares; 2025Q1: 83,262 shares; 2025Q2: 83,083 shares; 2025Q3: 83,138 shares 83,138 $8.03M 0.09% +55 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,036 shares; 2024Q4: 6,430 shares; 2025Q1: 6,430 shares; 2025Q2: 103,866 shares; 2025Q3: 100,303 shares 100,303 $7.86M 0.09% -3,563 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,797 shares; 2024Q4: 139,011 shares; 2025Q1: 129,705 shares; 2025Q2: 152,836 shares; 2025Q3: 151,551 shares 151,551 $7.82M 0.09% -1,285 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 4,907 shares; 2025Q1: 9,827 shares; 2025Q2: 12,445 shares; 2025Q3: 12,567 shares 12,567 $7.73M 0.09% +122 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,812 shares; 2024Q4: 176,497 shares; 2025Q1: 154,004 shares; 2025Q2: 177,098 shares; 2025Q3: 177,819 shares 177,819 $7.61M 0.09% +721 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: 8,964 shares; 2025Q1: 8,630 shares; 2025Q2: 7,901 shares; 2025Q3: 16,610 shares 16,610 $7.6M 0.09% +8,709 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,790 shares; 2024Q4: 56,717 shares; 2025Q1: 52,935 shares; 2025Q2: 49,678 shares; 2025Q3: 45,019 shares 45,019 $7.59M 0.09% -4,659 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227,905 shares; 2025Q3: 352,757 shares 352,757 $7.55M 0.09% +124,852 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,525 shares; 2024Q4: 25,525 shares; 2025Q1: 49,303 shares; 2025Q2: 168,196 shares; 2025Q3: 180,491 shares 180,491 $7.44M 0.08% +12,295 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,125 shares; 2024Q4: 145,758 shares; 2025Q1: 140,575 shares; 2025Q2: 134,935 shares; 2025Q3: 85,040 shares 85,040 $7.42M 0.08% -49,895 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 3,971 shares; 2025Q1: 3,749 shares; 2025Q2: 75,628 shares; 2025Q3: 81,856 shares 81,856 $7.41M 0.08% +6,228 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 8,626 shares; 2025Q1: 7,641 shares; 2025Q2: 7,755 shares; 2025Q3: 7,980 shares 7,980 $7.34M 0.08% +225 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696,546 shares; 2024Q4: 1,736,063 shares; 2025Q1: 1,708,667 shares; 2025Q2: 698,769 shares; 2025Q3: 694,455 shares 694,455 $7.28M 0.08% -4,314 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,113 shares; 2024Q4: 11,257 shares; 2025Q1: 10,623 shares; 2025Q2: 10,655 shares; 2025Q3: 27,783 shares 27,783 $7.24M 0.08% +17,128 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,155 shares; 2024Q4: 7,222 shares; 2025Q1: 7,165 shares; 2025Q2: 78,686 shares; 2025Q3: 85,606 shares 85,606 $7.2M 0.08% +6,920 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,333 shares; 2024Q4: 52,136 shares; 2025Q1: 56,470 shares; 2025Q2: 61,214 shares; 2025Q3: 51,046 shares 51,046 $7.03M 0.08% -10,168 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 6,903 shares; 2025Q1: 3,779 shares; 2025Q2: 22,801 shares; 2025Q3: 14,175 shares 14,175 $6.88M 0.08% -8,626 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,184 shares; 2025Q3: 138,650 shares 138,650 $6.62M 0.08% +11,466 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 3,127 shares; 2025Q1: 2,789 shares; 2025Q2: 2,474 shares; 2025Q3: 22,666 shares 22,666 $6.53M 0.07% +20,192 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,666 shares; 2024Q4: 31,952 shares; 2025Q1: 34,547 shares; 2025Q2: 88,189 shares; 2025Q3: 84,971 shares 84,971 $6.52M 0.07% -3,218 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,552 shares; 2024Q4: 61,680 shares; 2025Q1: 58,859 shares; 2025Q2: 58,046 shares; 2025Q3: 58,449 shares 58,449 $6.52M 0.07% +403 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,215 shares; 2024Q4: 106,136 shares; 2025Q1: 101,134 shares; 2025Q2: 49,100 shares; 2025Q3: 52,468 shares 52,468 $6.49M 0.07% +3,368 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 2,753 shares; 2025Q1: 10,098 shares; 2025Q2: 1,914 shares; 2025Q3: 57,889 shares 57,889 $6.44M 0.07% +55,975 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,821 shares; 2024Q4: 49,821 shares; 2025Q1: 49,821 shares; 2025Q2: 49,821 shares; 2025Q3: 50,038 shares 50,038 $6.3M 0.07% +217 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,681 shares; 2024Q4: 16,360 shares; 2025Q1: 20,081 shares; 2025Q2: 19,843 shares; 2025Q3: 21,181 shares 21,181 $6.22M 0.07% +1,338 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,245 shares; 2024Q4: 128,547 shares; 2025Q1: 116,446 shares; 2025Q2: 108,942 shares; 2025Q3: 108,174 shares 108,174 $6.2M 0.07% -768 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,329 shares; 2024Q4: 272,798 shares; 2025Q1: 263,332 shares; 2025Q2: 232,208 shares; 2025Q3: 237,439 shares 237,439 $6.05M 0.07% +5,231 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 36,032 shares; 2025Q1: 36,793 shares; 2025Q2: 38,953 shares; 2025Q3: 38,244 shares 38,244 $5.96M 0.07% -709 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,422 shares; 2024Q4: 10,957 shares; 2025Q1: 4,190 shares; 2025Q2: 4,145 shares; 2025Q3: 4,948 shares 4,948 $5.93M 0.07% +803 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,699 shares; 2025Q2: 77,165 shares; 2025Q3: 30,833 shares 30,833 $5.83M 0.07% -46,332 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,578 shares; 2024Q4: 129,290 shares; 2025Q1: 119,755 shares; 2025Q2: 113,387 shares; 2025Q3: 113,720 shares 113,720 $5.81M 0.07% +333 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,178 shares 31,178 $5.57M 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,380 shares 24,380 $5.55M 0.06% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,584 shares; 2024Q4: 149,811 shares; 2025Q1: 112,247 shares; 2025Q2: 109,332 shares; 2025Q3: 103,325 shares 103,325 $5.52M 0.06% -6,007 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,116 shares; 2024Q4: 165,890 shares; 2025Q1: 162,774 shares; 2025Q2: 163,299 shares; 2025Q3: 165,120 shares 165,120 $5.51M 0.06% +1,821 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,280 shares; 2024Q4: 161,716 shares; 2025Q1: 159,779 shares; 2025Q2: 124,330 shares; 2025Q3: 124,809 shares 124,809 $5.47M 0.06% +479 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,892 shares; 2024Q4: 53,756 shares; 2025Q1: 53,905 shares; 2025Q2: 54,472 shares; 2025Q3: 59,579 shares 59,579 $5.39M 0.06% +5,107 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 555 shares; 2025Q1: 572 shares; 2025Q2: 13,580 shares; 2025Q3: 11,639 shares 11,639 $5.32M 0.06% -1,941 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,381 shares 35,381 $5.3M 0.06% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 65,983 shares; 2025Q1: 142,718 shares; 2025Q2: 192,187 shares; 2025Q3: 163,496 shares 163,496 $5.22M 0.06% -28,691 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,622 shares; 2024Q4: 7,643 shares; 2025Q1: 7,918 shares; 2025Q2: 7,728 shares; 2025Q3: 11,609 shares 11,609 $5.19M 0.06% +3,881 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,480 shares; 2025Q1: 67,841 shares; 2025Q2: 61,773 shares; 2025Q3: 27,396 shares 27,396 $5.14M 0.06% -34,377 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,513 shares; 2024Q4: 140,946 shares; 2025Q1: 137,197 shares; 2025Q2: 98,812 shares; 2025Q3: 198,918 shares 198,918 $5.09M 0.06% +100,106 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,802 shares; 2024Q4: 20,774 shares; 2025Q1: 19,687 shares; 2025Q2: 19,822 shares; 2025Q3: 21,114 shares 21,114 $5.08M 0.06% +1,292 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,954 shares; 2024Q4: 71,761 shares; 2025Q1: 64,500 shares; 2025Q2: 68,186 shares; 2025Q3: 68,476 shares 68,476 $5.03M 0.06% +290 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,336 shares; 2024Q4: 10,997 shares; 2025Q1: 7,647 shares; 2025Q2: 7,680 shares; 2025Q3: 6,974 shares 6,974 $5.01M 0.06% -706 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,101 shares; 2024Q4: 142,712 shares; 2025Q1: 144,701 shares; 2025Q2: 146,445 shares; 2025Q3: 163,912 shares 163,912 $4.96M 0.06% +17,467 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,024 shares; 2024Q4: 47,768 shares; 2025Q1: 41,072 shares; 2025Q2: 41,097 shares; 2025Q3: 40,530 shares 40,530 $4.92M 0.06% -567 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,622 shares; 2024Q4: 22,422 shares; 2025Q1: 22,922 shares; 2025Q2: 26,580 shares; 2025Q3: 27,426 shares 27,426 $4.9M 0.06% +846 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,625 shares; 2024Q4: 37,833 shares; 2025Q1: 51,147 shares; 2025Q2: 55,489 shares; 2025Q3: 61,933 shares 61,933 $4.75M 0.05% +6,444 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,034 shares; 2024Q4: 117,852 shares; 2025Q1: 122,061 shares; 2025Q2: 120,161 shares; 2025Q3: 147,624 shares 147,624 $4.67M 0.05% +27,463 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,057 shares; 2024Q4: 63,929 shares; 2025Q1: 57,459 shares; 2025Q2: not reported; 2025Q3: 54,853 shares 54,853 $4.65M 0.05% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,978 shares; 2024Q4: 97,872 shares; 2025Q1: 89,694 shares; 2025Q2: 95,962 shares; 2025Q3: 105,807 shares 105,807 $4.65M 0.05% +9,845 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,535 shares; 2024Q4: 22,898 shares; 2025Q1: 25,436 shares; 2025Q2: 25,380 shares; 2025Q3: 25,827 shares 25,827 $4.57M 0.05% +447 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,331 shares; 2024Q4: 76,442 shares; 2025Q1: 77,841 shares; 2025Q2: 73,329 shares; 2025Q3: 71,523 shares 71,523 $4.57M 0.05% -1,806 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,050 shares; 2024Q4: 44,371 shares; 2025Q1: 59,481 shares; 2025Q2: 58,948 shares; 2025Q3: 60,352 shares 60,352 $4.31M 0.05% +1,404 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,002 shares; 2024Q4: 12,269 shares; 2025Q1: 12,269 shares; 2025Q2: 12,269 shares; 2025Q3: 11,748 shares 11,748 $4.29M 0.05% -521 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,677 shares; 2024Q4: 54,034 shares; 2025Q1: 54,034 shares; 2025Q2: 53,891 shares; 2025Q3: 51,157 shares 51,157 $4.29M 0.05% -2,734 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,233 shares; 2024Q4: 30,681 shares; 2025Q1: 34,065 shares; 2025Q2: 59,518 shares; 2025Q3: 56,080 shares 56,080 $4.29M 0.05% -3,438 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,842 shares; 2025Q3: 31,671 shares 31,671 $4.22M 0.05% -10,171 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,073 shares; 2024Q4: 12,860 shares; 2025Q1: 15,790 shares; 2025Q2: 18,040 shares; 2025Q3: 17,740 shares 17,740 $4.15M 0.05% -300 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,790 shares; 2024Q4: 15,539 shares; 2025Q1: 15,553 shares; 2025Q2: 15,205 shares; 2025Q3: 15,195 shares 15,195 $4.14M 0.05% -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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,985 shares; 2024Q4: 33,028 shares; 2025Q1: 31,059 shares; 2025Q2: 30,872 shares; 2025Q3: 31,024 shares 31,024 $4.07M 0.05% +152 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,004 shares; 2024Q4: 133,670 shares; 2025Q1: 151,247 shares; 2025Q2: 154,504 shares; 2025Q3: 158,451 shares 158,451 $4.06M 0.05% +3,947 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,611 shares; 2024Q4: 52,360 shares; 2025Q1: 55,104 shares; 2025Q2: 53,901 shares; 2025Q3: 53,749 shares 53,749 $4.05M 0.05% -152 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,221 shares; 2024Q4: 41,567 shares; 2025Q1: 41,565 shares; 2025Q2: 35,545 shares; 2025Q3: 33,740 shares 33,740 $4.03M 0.05% -1,805 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,965 shares; 2024Q4: 157,285 shares; 2025Q1: 129,083 shares; 2025Q2: 138,118 shares; 2025Q3: 142,102 shares 142,102 $4.01M 0.05% +3,984 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,090 shares; 2024Q4: 10,657 shares; 2025Q1: 11,267 shares; 2025Q2: 11,217 shares; 2025Q3: 13,601 shares 13,601 $3.83M 0.04% +2,384 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,398 shares; 2024Q4: 27,362 shares; 2025Q1: 25,884 shares; 2025Q2: 27,307 shares; 2025Q3: 27,569 shares 27,569 $3.79M 0.04% +262 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,871 shares; 2024Q4: 61,707 shares; 2025Q1: 61,428 shares; 2025Q2: 59,768 shares; 2025Q3: 58,355 shares 58,355 $3.76M 0.04% -1,413 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,032 shares; 2024Q4: 32,862 shares; 2025Q1: 31,335 shares; 2025Q2: 30,625 shares; 2025Q3: 30,576 shares 30,576 $3.72M 0.04% -49 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,326 shares; 2024Q4: 165,670 shares; 2025Q1: 142,062 shares; 2025Q2: 142,148 shares; 2025Q3: 141,029 shares 141,029 $3.71M 0.04% -1,119 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 18,426 shares; 2025Q1: 17,970 shares; 2025Q2: 7,598 shares; 2025Q3: 6,604 shares 6,604 $3.71M 0.04% -994 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,930 shares; 2024Q4: 138,047 shares; 2025Q1: 135,718 shares; 2025Q2: 132,267 shares; 2025Q3: 132,062 shares 132,062 $3.68M 0.04% -205 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,265 shares; 2024Q4: 38,655 shares; 2025Q1: 35,934 shares; 2025Q2: 30,128 shares; 2025Q3: 25,688 shares 25,688 $3.66M 0.04% -4,440 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,350 shares 20,350 $3.64M 0.04% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,375 shares; 2025Q2: 21,539 shares; 2025Q3: 43,713 shares 43,713 $3.6M 0.04% +22,174 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,668 shares; 2024Q4: 37,636 shares; 2025Q1: 39,214 shares; 2025Q2: 38,121 shares; 2025Q3: 38,060 shares 38,060 $3.59M 0.04% -61 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,894 shares; 2024Q4: 68,932 shares; 2025Q1: 56,707 shares; 2025Q2: 72,161 shares; 2025Q3: 79,515 shares 79,515 $3.59M 0.04% +7,354 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,780 shares; 2024Q4: 149,540 shares; 2025Q1: 115,867 shares; 2025Q2: 107,954 shares; 2025Q3: 105,262 shares 105,262 $3.53M 0.04% -2,692 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,330 shares; 2024Q4: 209,961 shares; 2025Q1: 145,890 shares; 2025Q2: 132,309 shares; 2025Q3: 118,129 shares 118,129 $3.45M 0.04% -14,180 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,976 shares; 2024Q4: 14,191 shares; 2025Q1: 76,205 shares; 2025Q2: 13,926 shares; 2025Q3: 16,883 shares 16,883 $3.44M 0.04% +2,957 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,607 shares; 2024Q4: 111,038 shares; 2025Q1: 8,352 shares; 2025Q2: 2,822 shares; 2025Q3: 37,731 shares 37,731 $3.38M 0.04% +34,909 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,610 shares; 2024Q4: 32,437 shares; 2025Q1: 28,904 shares; 2025Q2: 29,158 shares; 2025Q3: 29,714 shares 29,714 $3.3M 0.04% +556 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,531 shares; 2025Q1: 4,413 shares; 2025Q2: 4,277 shares; 2025Q3: 4,349 shares 4,349 $3.25M 0.04% +72 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,216 shares; 2024Q4: 81,033 shares; 2025Q1: 12,185 shares; 2025Q2: 13,751 shares; 2025Q3: 13,765 shares 13,765 $3.25M 0.04% +14 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,302 shares; 2024Q4: 5,252 shares; 2025Q1: 5,222 shares; 2025Q2: 5,063 shares; 2025Q3: 5,063 shares 5,063 $3.23M 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,930 shares; 2024Q4: 27,930 shares; 2025Q1: 27,775 shares; 2025Q2: 27,820 shares; 2025Q3: 23,032 shares 23,032 $3.22M 0.04% -4,788 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,705 shares; 2024Q4: 20,296 shares; 2025Q1: 20,279 shares; 2025Q2: 20,165 shares; 2025Q3: 22,242 shares 22,242 $3.17M 0.04% +2,077 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,795 shares; 2025Q1: 3,616 shares; 2025Q2: 3,615 shares; 2025Q3: 4,568 shares 4,568 $3.12M 0.04% +953 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 6,691 shares; 2025Q1: 7,566 shares; 2025Q2: 7,205 shares; 2025Q3: 8,658 shares 8,658 $3.08M 0.03% +1,453 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,566 shares; 2024Q4: 19,751 shares; 2025Q1: 15,645 shares; 2025Q2: 15,185 shares; 2025Q3: 16,031 shares 16,031 $2.95M 0.03% +846 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,056 shares; 2024Q4: 44,131 shares; 2025Q1: 44,967 shares; 2025Q2: 44,967 shares; 2025Q3: 44,967 shares 44,967 $2.92M 0.03% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,095 shares; 2024Q4: 62,995 shares; 2025Q1: 60,430 shares; 2025Q2: 65,357 shares; 2025Q3: 65,261 shares 65,261 $2.88M 0.03% -96 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,738 shares; 2024Q4: 16,212 shares; 2025Q1: 15,392 shares; 2025Q2: 14,650 shares; 2025Q3: 14,334 shares 14,334 $2.86M 0.03% -316 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,934 shares; 2024Q4: 57,673 shares; 2025Q1: 55,453 shares; 2025Q2: 62,692 shares; 2025Q3: 62,808 shares 62,808 $2.84M 0.03% +116 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,496 shares; 2024Q4: 37,496 shares; 2025Q1: 37,374 shares; 2025Q2: 37,374 shares; 2025Q3: 37,374 shares 37,374 $2.83M 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,337 shares; 2024Q4: 6,115 shares; 2025Q1: 5,988 shares; 2025Q2: 5,369 shares; 2025Q3: 5,674 shares 5,674 $2.78M 0.03% +305 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,191 shares; 2024Q4: 15,424 shares; 2025Q1: 16,733 shares; 2025Q2: 16,018 shares; 2025Q3: 16,281 shares 16,281 $2.74M 0.03% +263 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,186 shares; 2024Q4: 26,186 shares; 2025Q1: 26,186 shares; 2025Q2: 26,186 shares; 2025Q3: 26,186 shares 26,186 $2.73M 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,166 shares; 2024Q4: 36,937 shares; 2025Q1: 36,887 shares; 2025Q2: 35,716 shares; 2025Q3: 37,334 shares 37,334 $2.72M 0.03% +1,618 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,323 shares; 2024Q4: 109,000 shares; 2025Q1: 109,572 shares; 2025Q2: 96,875 shares; 2025Q3: 104,571 shares 104,571 $2.69M 0.03% +7,696 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,108 shares; 2025Q1: 20,131 shares; 2025Q2: 20,063 shares; 2025Q3: 20,063 shares 20,063 $2.6M 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 5,236 shares; 2025Q1: 5,155 shares; 2025Q2: 5,157 shares; 2025Q3: 5,158 shares 5,158 $2.57M 0.03% +1 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,419 shares; 2024Q4: 20,217 shares; 2025Q1: 20,049 shares; 2025Q2: 20,420 shares; 2025Q3: 20,786 shares 20,786 $2.57M 0.03% +366 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,470 shares; 2024Q4: 61,188 shares; 2025Q1: 47,376 shares; 2025Q2: 33,872 shares; 2025Q3: 32,778 shares 32,778 $2.57M 0.03% -1,094 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,347 shares 81,347 $2.51M 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,138 shares; 2024Q4: 33,594 shares; 2025Q1: 78,279 shares; 2025Q2: 78,696 shares; 2025Q3: 79,804 shares 79,804 $2.5M 0.03% +1,108 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 10,796 shares 10,796 $2.48M 0.03% +9,191 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,511 shares; 2024Q4: 41,077 shares; 2025Q1: 31,768 shares; 2025Q2: 30,691 shares; 2025Q3: 30,921 shares 30,921 $2.47M 0.03% +230 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 14,700 shares; 2025Q1: 14,483 shares; 2025Q2: 12,798 shares; 2025Q3: 12,808 shares 12,808 $2.4M 0.03% +10 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,922 shares; 2024Q4: 25,920 shares; 2025Q1: 24,965 shares; 2025Q2: 24,989 shares; 2025Q3: 26,297 shares 26,297 $2.32M 0.03% +1,308 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,963 shares; 2024Q4: 16,963 shares; 2025Q1: 16,963 shares; 2025Q2: 16,963 shares; 2025Q3: 16,962 shares 16,962 $2.28M 0.03% -1 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,864 shares; 2024Q4: 19,291 shares; 2025Q1: 18,562 shares; 2025Q2: 25,431 shares; 2025Q3: 26,886 shares 26,886 $2.25M 0.03% +1,455 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 4,513 shares; 2025Q1: 3,707 shares; 2025Q2: 3,708 shares; 2025Q3: 3,753 shares 3,753 $2.24M 0.03% +45 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,153 shares; 2024Q4: 22,766 shares; 2025Q1: 22,659 shares; 2025Q2: 22,726 shares; 2025Q3: 24,952 shares 24,952 $2.21M 0.03% +2,226 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,542 shares; 2024Q4: 20,886 shares; 2025Q1: 18,549 shares; 2025Q2: 22,060 shares; 2025Q3: 21,904 shares 21,904 $2.19M 0.02% -156 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,168 shares; 2024Q4: 8,171 shares; 2025Q1: 22,519 shares; 2025Q2: 22,427 shares; 2025Q3: 22,586 shares 22,586 $2.17M 0.02% +159 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,466 shares; 2024Q4: 60,031 shares; 2025Q1: 60,122 shares; 2025Q2: 10,267 shares; 2025Q3: 6,250 shares 6,250 $2.16M 0.02% -4,017 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,337 shares; 2025Q1: 4,344 shares; 2025Q2: 4,367 shares; 2025Q3: 4,381 shares 4,381 $2.15M 0.02% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,030 shares; 2024Q4: 18,928 shares; 2025Q1: 17,731 shares; 2025Q2: 17,726 shares; 2025Q3: 17,219 shares 17,219 $2.14M 0.02% -507 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,995 shares; 2024Q4: 60,135 shares; 2025Q1: 56,898 shares; 2025Q2: 49,297 shares; 2025Q3: 48,316 shares 48,316 $2.12M 0.02% -981 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,309 shares; 2024Q4: 11,229 shares; 2025Q1: 10,848 shares; 2025Q2: 9,850 shares; 2025Q3: 10,283 shares 10,283 $2.11M 0.02% +433 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,737 shares; 2025Q3: 20,745 shares 20,745 $2.1M 0.02% +4,008 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,050 shares; 2024Q4: 24,738 shares; 2025Q1: 24,890 shares; 2025Q2: 66,155 shares; 2025Q3: 22,066 shares 22,066 $2.1M 0.02% -44,089 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,581 shares; 2024Q4: 16,712 shares; 2025Q1: 15,087 shares; 2025Q2: 13,635 shares; 2025Q3: 33,115 shares 33,115 $2.07M 0.02% +19,480 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,696 shares; 2024Q4: 24,861 shares; 2025Q1: 21,935 shares; 2025Q2: 21,841 shares; 2025Q3: 21,841 shares 21,841 $2M 0.02% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 11,080 shares; 2025Q1: 8,354 shares; 2025Q2: 8,354 shares; 2025Q3: 8,354 shares 8,354 $1.99M 0.02% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,175 shares; 2024Q4: 22,541 shares; 2025Q1: 22,541 shares; 2025Q2: 21,941 shares; 2025Q3: 21,941 shares 21,941 $1.97M 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,533 shares; 2024Q4: 219,712 shares; 2025Q1: 144,463 shares; 2025Q2: 157,976 shares; 2025Q3: 163,776 shares 163,776 $1.96M 0.02% +5,800 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,491 shares; 2024Q4: 25,928 shares; 2025Q1: 21,819 shares; 2025Q2: 21,222 shares; 2025Q3: 21,237 shares 21,237 $1.95M 0.02% +15 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,418 shares 3,418 $1.93M 0.02% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,436 shares; 2025Q2: 15,754 shares; 2025Q3: 15,760 shares 15,760 $1.91M 0.02% +6 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,401 shares; 2024Q4: 15,273 shares; 2025Q1: 18,526 shares; 2025Q2: 24,287 shares; 2025Q3: 23,627 shares 23,627 $1.89M 0.02% -660 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 597 shares; 2025Q1: 516 shares; 2025Q2: 434 shares; 2025Q3: 441 shares 441 $1.89M 0.02% +7 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,684 shares; 2024Q4: 14,699 shares; 2025Q1: 14,694 shares; 2025Q2: 14,696 shares; 2025Q3: 15,471 shares 15,471 $1.87M 0.02% +775 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,485 shares 49,485 $1.85M 0.02% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,560 shares; 2024Q4: 9,861 shares; 2025Q1: 9,861 shares; 2025Q2: 9,373 shares; 2025Q3: 9,291 shares 9,291 $1.82M 0.02% -82 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,448 shares; 2024Q4: 15,679 shares; 2025Q1: 14,410 shares; 2025Q2: 14,556 shares; 2025Q3: 12,687 shares 12,687 $1.75M 0.02% -1,869 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,754 shares; 2025Q1: 7,253 shares; 2025Q2: 8,469 shares; 2025Q3: 9,584 shares 9,584 $1.75M 0.02% +1,115 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,318 shares; 2024Q4: 59,971 shares; 2025Q1: 51,663 shares; 2025Q2: 90,053 shares; 2025Q3: 67,128 shares 67,128 $1.75M 0.02% -22,925 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 6,665 shares; 2025Q1: 5,258 shares; 2025Q2: 5,215 shares; 2025Q3: 4,946 shares 4,946 $1.74M 0.02% -269 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,350 shares; 2024Q4: 18,348 shares; 2025Q1: 19,180 shares; 2025Q2: 19,126 shares; 2025Q3: 19,160 shares 19,160 $1.74M 0.02% +34 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,173 shares; 2024Q4: 12,914 shares; 2025Q1: 6,848 shares; 2025Q2: 7,684 shares; 2025Q3: 8,415 shares 8,415 $1.72M 0.02% +731 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 3,938 shares; 2025Q1: 3,938 shares; 2025Q2: 3,938 shares; 2025Q3: 3,938 shares 3,938 $1.71M 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,908 shares; 2024Q4: 15,361 shares; 2025Q1: 14,801 shares; 2025Q2: 15,057 shares; 2025Q3: 25,693 shares 25,693 $1.7M 0.02% +10,636 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 6,826 shares; 2025Q1: 6,706 shares; 2025Q2: 23,314 shares; 2025Q3: 23,632 shares 23,632 $1.69M 0.02% +318 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,237 shares; 2024Q4: 27,739 shares; 2025Q1: 22,405 shares; 2025Q2: 24,859 shares; 2025Q3: 25,043 shares 25,043 $1.68M 0.02% +184 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,523 shares; 2025Q2: 21,005 shares; 2025Q3: 21,005 shares 21,005 $1.68M 0.02% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,010 shares; 2025Q3: 13,016 shares 13,016 $1.67M 0.02% +6 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,708 shares; 2024Q4: 36,526 shares; 2025Q1: 33,439 shares; 2025Q2: 54,099 shares; 2025Q3: 48,257 shares 48,257 $1.66M 0.02% -5,842 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,913 shares; 2025Q3: 51,956 shares 51,956 $1.66M 0.02% +1,043 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,979 shares; 2024Q4: 34,478 shares; 2025Q1: 33,955 shares; 2025Q2: 35,495 shares; 2025Q3: 32,696 shares 32,696 $1.65M 0.02% -2,799 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 5,237 shares; 2025Q1: 6,200 shares; 2025Q2: 6,570 shares; 2025Q3: 6,803 shares 6,803 $1.65M 0.02% +233 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,507 shares; 2024Q4: 14,956 shares; 2025Q1: 13,015 shares; 2025Q2: 13,015 shares; 2025Q3: 57,557 shares 57,557 $1.63M 0.02% +44,542 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 5,105 shares; 2025Q1: 4,763 shares; 2025Q2: 4,623 shares; 2025Q3: 5,423 shares 5,423 $1.63M 0.02% +800 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,215 shares; 2024Q4: 48,794 shares; 2025Q1: 44,638 shares; 2025Q2: 45,053 shares; 2025Q3: 41,419 shares 41,419 $1.62M 0.02% -3,634 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,095 shares; 2024Q4: 12,202 shares; 2025Q1: 11,704 shares; 2025Q2: 6,328 shares; 2025Q3: 6,229 shares 6,229 $1.62M 0.02% -99 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,465 shares; 2024Q4: 119,465 shares; 2025Q1: 119,465 shares; 2025Q2: 119,465 shares; 2025Q3: 119,465 shares 119,465 $1.6M 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 9,566 shares; 2025Q1: 9,254 shares; 2025Q2: 8,510 shares; 2025Q3: 9,903 shares 9,903 $1.6M 0.02% +1,393 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 3,961 shares; 2025Q1: 3,961 shares; 2025Q2: 3,961 shares; 2025Q3: 3,961 shares 3,961 $1.59M 0.02% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,024 shares; 2024Q4: 22,199 shares; 2025Q1: 23,699 shares; 2025Q2: 22,149 shares; 2025Q3: 23,373 shares 23,373 $1.59M 0.02% +1,224 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,658 shares; 2024Q4: 41,358 shares; 2025Q1: 36,908 shares; 2025Q2: 35,575 shares; 2025Q3: 34,075 shares 34,075 $1.57M 0.02% -1,500 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 7,705 shares; 2025Q1: 7,319 shares; 2025Q2: 10,419 shares; 2025Q3: 9,905 shares 9,905 $1.57M 0.02% -514 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,387 shares; 2024Q4: 14,808 shares; 2025Q1: 8,028 shares; 2025Q2: 6,200 shares; 2025Q3: 6,399 shares 6,399 $1.57M 0.02% +199 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 13,766 shares; 2025Q1: 10,974 shares; 2025Q2: 10,956 shares; 2025Q3: 11,056 shares 11,056 $1.57M 0.02% +100 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,398 shares; 2024Q4: 142,579 shares; 2025Q1: 6,096 shares; 2025Q2: 69,595 shares; 2025Q3: 19,338 shares 19,338 $1.57M 0.02% -50,257 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,138 shares; 2024Q4: 34,575 shares; 2025Q1: 24,074 shares; 2025Q2: 20,690 shares; 2025Q3: 18,554 shares 18,554 $1.57M 0.02% -2,136 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,148 shares; 2025Q1: 11,087 shares; 2025Q2: 11,087 shares; 2025Q3: 17,428 shares 17,428 $1.56M 0.02% +6,341 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,499 shares; 2024Q4: 4,462 shares; 2025Q1: 4,551 shares; 2025Q2: 4,551 shares; 2025Q3: 4,573 shares 4,573 $1.56M 0.02% +22 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,273 shares; 2025Q1: 39,211 shares; 2025Q2: 10,990 shares; 2025Q3: 11,441 shares 11,441 $1.53M 0.02% +451 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 2,967 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 8,052 shares 8,052 $1.51M 0.02% +5,235 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,388 shares; 2024Q4: 13,701 shares; 2025Q1: 11,169 shares; 2025Q2: 10,231 shares; 2025Q3: 8,668 shares 8,668 $1.48M 0.02% -1,563 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,318 shares; 2024Q4: 13,003 shares; 2025Q1: 12,447 shares; 2025Q2: 12,812 shares; 2025Q3: 13,071 shares 13,071 $1.42M 0.02% +259 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,739 shares; 2024Q4: 10,036 shares; 2025Q1: 10,229 shares; 2025Q2: 10,225 shares; 2025Q3: 12,321 shares 12,321 $1.41M 0.02% +2,096 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,867 shares; 2024Q4: 7,883 shares; 2025Q1: 7,887 shares; 2025Q2: 8,171 shares; 2025Q3: 6,886 shares 6,886 $1.39M 0.02% -1,285 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,606 shares; 2024Q4: 18,261 shares; 2025Q1: 16,816 shares; 2025Q2: 16,878 shares; 2025Q3: 16,908 shares 16,908 $1.39M 0.02% +30 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,473 shares; 2024Q4: 12,252 shares; 2025Q1: 12,252 shares; 2025Q2: 12,252 shares; 2025Q3: 12,252 shares 12,252 $1.35M 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 7,264 shares; 2025Q1: 4,132 shares; 2025Q2: 4,132 shares; 2025Q3: 4,054 shares 4,054 $1.35M 0.02% -78 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,684 shares; 2025Q1: 13,693 shares; 2025Q2: 13,693 shares; 2025Q3: 13,693 shares 13,693 $1.34M 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 14,965 shares; 2025Q1: 13,688 shares; 2025Q2: 19,707 shares; 2025Q3: 21,082 shares 21,082 $1.34M 0.02% +1,375 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,974 shares; 2025Q1: 5,840 shares; 2025Q2: 6,982 shares; 2025Q3: 6,144 shares 6,144 $1.31M 0.01% -838 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,520 shares; 2024Q4: 130,532 shares; 2025Q1: 8,865 shares; 2025Q2: 8,953 shares; 2025Q3: 9,160 shares 9,160 $1.3M 0.01% +207 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,845 shares; 2025Q1: not reported; 2025Q2: 21,069 shares; 2025Q3: 19,933 shares 19,933 $1.3M 0.01% -1,136 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,077 shares; 2024Q4: 8,699 shares; 2025Q1: 8,813 shares; 2025Q2: 9,315 shares; 2025Q3: 9,315 shares 9,315 $1.28M 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,405 shares; 2024Q4: 9,565 shares; 2025Q1: 9,782 shares; 2025Q2: 9,859 shares; 2025Q3: 9,956 shares 9,956 $1.28M 0.01% +97 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,133 shares; 2024Q4: 15,134 shares; 2025Q1: 15,126 shares; 2025Q2: 15,125 shares; 2025Q3: 15,125 shares 15,125 $1.27M 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,388 shares; 2024Q4: 45,557 shares; 2025Q1: 46,269 shares; 2025Q2: 45,730 shares; 2025Q3: 46,558 shares 46,558 $1.27M 0.01% +828 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 12,581 shares; 2025Q1: 12,119 shares; 2025Q2: 12,512 shares; 2025Q3: 11,048 shares 11,048 $1.23M 0.01% -1,464 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,155 shares; 2025Q2: 24,155 shares; 2025Q3: 24,155 shares 24,155 $1.22M 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,298 shares; 2024Q4: 10,071 shares; 2025Q1: 10,071 shares; 2025Q2: 10,071 shares; 2025Q3: 10,071 shares 10,071 $1.21M 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,650 shares; 2025Q1: 3,400 shares; 2025Q2: 3,266 shares; 2025Q3: 3,713 shares 3,713 $1.21M 0.01% +447 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,532 shares; 2024Q4: 76,899 shares; 2025Q1: 53,365 shares; 2025Q2: 49,029 shares; 2025Q3: 38,293 shares 38,293 $1.2M 0.01% -10,736 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,889 shares; 2024Q4: 6,802 shares; 2025Q1: 6,627 shares; 2025Q2: 6,875 shares; 2025Q3: 6,416 shares 6,416 $1.2M 0.01% -459 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,154 shares; 2025Q1: 2,749 shares; 2025Q2: 3,534 shares; 2025Q3: 3,595 shares 3,595 $1.18M 0.01% +61 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,178 shares; 2024Q4: 11,530 shares; 2025Q1: 74,227 shares; 2025Q2: 10,415 shares; 2025Q3: 12,359 shares 12,359 $1.18M 0.01% +1,944 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 6,036 shares; 2025Q1: 4,776 shares; 2025Q2: 4,772 shares; 2025Q3: 4,886 shares 4,886 $1.17M 0.01% +114 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 11,905 shares; 2025Q1: 8,242 shares; 2025Q2: 8,202 shares; 2025Q3: 8,401 shares 8,401 $1.17M 0.01% +199 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,792 shares; 2024Q4: 5,077 shares; 2025Q1: 4,277 shares; 2025Q2: 4,277 shares; 2025Q3: 4,277 shares 4,277 $1.16M 0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,150 shares; 2024Q4: 39,150 shares; 2025Q1: 27,950 shares; 2025Q2: 27,950 shares; 2025Q3: 27,950 shares 27,950 $1.15M 0.01% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,722 shares; 2024Q4: 7,413 shares; 2025Q1: 7,413 shares; 2025Q2: 7,000 shares; 2025Q3: 6,900 shares 6,900 $1.14M 0.01% -100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 3,322 shares; 2025Q1: 3,195 shares; 2025Q2: 3,276 shares; 2025Q3: 3,265 shares 3,265 $1.14M 0.01% -11 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,725 shares 15,725 $1.13M 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,949 shares; 2024Q4: 8,214 shares; 2025Q1: 7,397 shares; 2025Q2: 8,196 shares; 2025Q3: 10,058 shares 10,058 $1.13M 0.01% +1,862 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares 2,975 $1.13M 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 3,224 shares; 2025Q1: 3,200 shares; 2025Q2: 3,254 shares; 2025Q3: 3,249 shares 3,249 $1.13M 0.01% -5 Timeline AVTX AVALO THERAPEUTICS INC More: the full row for AVALO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 312,779 shares; 2025Q2: 261,016 shares; 2025Q3: 86,516 shares 86,516 $1.1M 0.01% -174,500 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,343 shares; 2025Q1: 16,072 shares; 2025Q2: 15,969 shares; 2025Q3: 16,252 shares 16,252 $1.1M 0.01% +283 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,894 shares; 2024Q4: 7,894 shares; 2025Q1: 7,894 shares; 2025Q2: 7,644 shares; 2025Q3: 7,740 shares 7,740 $1.08M 0.01% +96 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,170 shares; 2024Q4: 51,170 shares; 2025Q1: 45,570 shares; 2025Q2: 42,290 shares; 2025Q3: 42,290 shares 42,290 $1.08M 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,341 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares 2,240 $1.07M 0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,606 shares; 2024Q4: 15,606 shares; 2025Q1: 15,606 shares; 2025Q2: 15,606 shares; 2025Q3: 15,606 shares 15,606 $1.05M 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 66,030 shares; 2025Q1: 4,785 shares; 2025Q2: 5,022 shares; 2025Q3: 6,254 shares 6,254 $1.05M 0.01% +1,232 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,267 shares; 2024Q4: 9,703 shares; 2025Q1: 6,415 shares; 2025Q2: 10,292 shares; 2025Q3: 10,883 shares 10,883 $1.03M 0.01% +591 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,419 shares; 2025Q3: 16,546 shares 16,546 $1.02M 0.01% +127 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 2,857 shares; 2025Q1: 2,981 shares; 2025Q2: 2,982 shares; 2025Q3: 2,956 shares 2,956 $1.02M 0.01% -26 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,229 shares; 2024Q4: 24,238 shares; 2025Q1: 23,578 shares; 2025Q2: 23,323 shares; 2025Q3: 22,682 shares 22,682 $1.02M 0.01% -641 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,832 shares; 2024Q4: 38,322 shares; 2025Q1: 37,383 shares; 2025Q2: 34,389 shares; 2025Q3: 34,397 shares 34,397 $1.02M 0.01% +8 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 715 shares; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 3,207 shares 3,207 $1.02M 0.01% +2,457 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,492 shares; 2025Q1: 3,185 shares; 2025Q2: 3,185 shares; 2025Q3: 6,085 shares 6,085 $1.02M 0.01% +2,900 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,283 shares; 2025Q1: 3,463 shares; 2025Q2: 3,596 shares; 2025Q3: 6,839 shares 6,839 $1.01M 0.01% +3,243 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,873 shares; 2024Q4: 19,851 shares; 2025Q1: 17,712 shares; 2025Q2: 17,503 shares; 2025Q3: 16,448 shares 16,448 $1000K 0.01% -1,055 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 186 shares; 2025Q1: 174 shares; 2025Q2: 180 shares; 2025Q3: 181 shares 181 $977K 0.01% +1 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,867 shares; 2025Q1: 1,774 shares; 2025Q2: 1,784 shares; 2025Q3: 1,769 shares 1,769 $967K 0.01% -15 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,639 shares; 2024Q4: 113,404 shares; 2025Q1: 106,289 shares; 2025Q2: 80,791 shares; 2025Q3: 78,141 shares 78,141 $953K 0.01% -2,650 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,736 shares; 2024Q4: 41,998 shares; 2025Q1: 30,001 shares; 2025Q2: 22,522 shares; 2025Q3: 19,886 shares 19,886 $934K 0.01% -2,636 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,612 shares; 2024Q4: 9,005 shares; 2025Q1: 8,802 shares; 2025Q2: 8,046 shares; 2025Q3: 7,407 shares 7,407 $933K 0.01% -639 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,273 shares; 2025Q1: 2,186 shares; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares 2,186 $923K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,934 shares; 2024Q4: 14,249 shares; 2025Q1: 12,396 shares; 2025Q2: 9,842 shares; 2025Q3: 10,086 shares 10,086 $922K 0.01% +244 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,171 shares; 2024Q4: 18,886 shares; 2025Q1: 18,300 shares; 2025Q2: 17,410 shares; 2025Q3: 16,756 shares 16,756 $903K 0.01% -654 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,942 shares; 2024Q4: 81,274 shares; 2025Q1: 14,836 shares; 2025Q2: 12,715 shares; 2025Q3: 10,564 shares 10,564 $882K 0.01% -2,151 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,828 shares; 2025Q1: 2,818 shares; 2025Q2: 2,824 shares; 2025Q3: 2,833 shares 2,833 $878K 0.01% +9 Timeline BIV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,203 shares; 2024Q4: 9,223 shares; 2025Q1: 11,044 shares; 2025Q2: 11,060 shares; 2025Q3: 11,077 shares 11,077 $865K 0.01% +17 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,867 shares; 2025Q1: 1,904 shares; 2025Q2: 2,001 shares; 2025Q3: 2,003 shares 2,003 $854K 0.01% +2 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,464 shares; 2024Q4: 18,464 shares; 2025Q1: 18,464 shares; 2025Q2: 18,464 shares; 2025Q3: 18,464 shares 18,464 $841K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,509 shares; 2025Q1: 2,463 shares; 2025Q2: 2,538 shares; 2025Q3: 2,490 shares 2,490 $840K 0.01% -48 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,000 shares; 2025Q3: 116,499 shares 116,499 $836K 0.01% -13,501 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,085 shares; 2025Q3: 25,085 shares 25,085 $822K 0.01% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,021 shares; 2025Q3: 11,016 shares 11,016 $819K 0.01% +995 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: not reported; 2025Q1: 4,023 shares; 2025Q2: 13,759 shares; 2025Q3: 13,779 shares 13,779 $817K 0.01% +20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,835 shares; 2024Q4: 28,835 shares; 2025Q1: 28,835 shares; 2025Q2: 29,322 shares; 2025Q3: 47,410 shares 47,410 $814K 0.01% +18,088 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,218 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,218 shares; 2025Q3: 9,218 shares 9,218 $802K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,625 shares; 2025Q1: 4,234 shares; 2025Q2: 2,625 shares; 2025Q3: 2,606 shares 2,606 $802K 0.01% -19 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 17,559 shares; 2025Q1: 17,125 shares; 2025Q2: 17,125 shares; 2025Q3: 17,125 shares 17,125 $802K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,974 shares; 2024Q4: 5,031 shares; 2025Q1: 3,880 shares; 2025Q2: 4,033 shares; 2025Q3: 4,156 shares 4,156 $801K 0.01% +123 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,990 shares; 2024Q4: 22,990 shares; 2025Q1: 18,311 shares; 2025Q2: 17,371 shares; 2025Q3: 16,571 shares 16,571 $778K 0.01% -800 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 5,309 shares; 2025Q1: 5,981 shares; 2025Q2: 5,720 shares; 2025Q3: 6,130 shares 6,130 $777K 0.01% +410 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 5,067 shares; 2025Q1: 5,067 shares; 2025Q2: 4,431 shares; 2025Q3: 4,263 shares 4,263 $764K 0.01% -168 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 3,660 shares; 2025Q1: 2,059 shares; 2025Q2: 1,963 shares; 2025Q3: 2,789 shares 2,789 $764K 0.01% +826 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,687 shares; 2025Q3: 37,687 shares 37,687 $759K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 3,050 shares; 2025Q1: 2,704 shares; 2025Q2: 2,771 shares; 2025Q3: 2,796 shares 2,796 $755K 0.01% +25 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,613 shares; 2025Q1: 5,311 shares; 2025Q2: 5,305 shares; 2025Q3: 5,323 shares 5,323 $753K 0.01% +18 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,583 shares; 2025Q1: 2,485 shares; 2025Q2: 2,343 shares; 2025Q3: 1,890 shares 1,890 $740K 0.01% -453 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: 4,199 shares; 2025Q1: 3,196 shares; 2025Q2: 8,753 shares; 2025Q3: 9,461 shares 9,461 $737K 0.01% +708 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,584 shares; 2025Q3: 3,730 shares 3,730 $732K 0.01% +146 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,170 shares; 2025Q3: 35,170 shares 35,170 $727K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,788 shares; 2025Q1: 2,500 shares; 2025Q2: 2,510 shares; 2025Q3: 2,517 shares 2,517 $723K 0.01% +7 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,408 shares; 2025Q2: 9,630 shares; 2025Q3: 9,696 shares 9,696 $713K 0.01% +66 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,832 shares 14,832 $711K 0.01% new Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,527 shares; 2025Q3: 7,527 shares 7,527 $705K 0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,183 shares; 2025Q1: 5,183 shares; 2025Q2: 4,700 shares; 2025Q3: 4,708 shares 4,708 $701K 0.01% +8 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,034 shares; 2024Q4: 11,289 shares; 2025Q1: 8,502 shares; 2025Q2: 5,729 shares; 2025Q3: 4,843 shares 4,843 $699K 0.01% -886 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,666 shares; 2025Q1: 2,412 shares; 2025Q2: 2,678 shares; 2025Q3: 6,063 shares 6,063 $695K 0.01% +3,385 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,652 shares; 2025Q1: 2,652 shares; 2025Q2: 2,652 shares; 2025Q3: 2,652 shares 2,652 $689K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 8,523 shares; 2025Q1: 8,522 shares; 2025Q2: 8,462 shares; 2025Q3: 7,898 shares 7,898 $689K 0.01% -564 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,583 shares; 2024Q4: 28,629 shares; 2025Q1: 6,895 shares; 2025Q2: 5,777 shares; 2025Q3: 4,955 shares 4,955 $686K 0.01% -822 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 734 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares 713 $681K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,679 shares; 2025Q1: 1,679 shares; 2025Q2: 1,688 shares; 2025Q3: 1,683 shares 1,683 $680K 0.01% -5 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,019 shares; 2025Q1: 20,019 shares; 2025Q2: 20,019 shares; 2025Q3: 20,019 shares 20,019 $671K 0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,727 shares; 2025Q1: 2,696 shares; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares 2,709 $670K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,844 shares; 2025Q1: 4,854 shares; 2025Q2: 4,723 shares; 2025Q3: 4,953 shares 4,953 $661K 0.01% +230 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,304 shares; 2024Q4: 78,304 shares; 2025Q1: 58,873 shares; 2025Q2: 58,873 shares; 2025Q3: 49,897 shares 49,897 $656K 0.01% -8,976 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 3,520 shares; 2025Q1: 2,500 shares; 2025Q2: 2,502 shares; 2025Q3: 2,760 shares 2,760 $652K 0.01% +258 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,775 shares; 2024Q4: 74,525 shares; 2025Q1: 61,275 shares; 2025Q2: 56,925 shares; 2025Q3: 56,925 shares 56,925 $651K 0.01% 0 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,434 shares; 2024Q4: 105,174 shares; 2025Q1: 107,830 shares; 2025Q2: 10,216 shares; 2025Q3: 10,063 shares 10,063 $646K 0.01% -153 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,413 shares; 2025Q2: 6,396 shares; 2025Q3: 6,396 shares 6,396 $644K 0.01% 0 Timeline BKD BROOKDALE SR LIVING INC More: the full row for BROOKDALE SR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares 75,000 $635K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 5,781 shares; 2025Q1: 5,696 shares; 2025Q2: 5,696 shares; 2025Q3: 3,615 shares 3,615 $631K 0.01% -2,081 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,003 shares; 2025Q1: 14,003 shares; 2025Q2: 14,002 shares; 2025Q3: 14,002 shares 14,002 $630K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,517 shares; 2025Q3: 8,116 shares 8,116 $620K 0.01% +599 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 4,325 shares; 2025Q1: 4,043 shares; 2025Q2: 3,828 shares; 2025Q3: 4,243 shares 4,243 $618K 0.01% +415 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,779 shares; 2024Q4: 7,225 shares; 2025Q1: 7,173 shares; 2025Q2: 7,330 shares; 2025Q3: 7,453 shares 7,453 $614K 0.01% +123 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,255 shares; 2024Q4: 10,273 shares; 2025Q1: 9,362 shares; 2025Q2: 9,197 shares; 2025Q3: 7,721 shares 7,721 $614K 0.01% -1,476 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,881 shares; 2024Q4: 39,098 shares; 2025Q1: 29,871 shares; 2025Q2: 21,560 shares; 2025Q3: 14,809 shares 14,809 $609K 0.01% -6,751 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 6,176 shares; 2025Q1: 6,172 shares; 2025Q2: 5,868 shares; 2025Q3: 5,868 shares 5,868 $606K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,031 shares; 2025Q1: 5,965 shares; 2025Q2: 6,175 shares; 2025Q3: 6,478 shares 6,478 $604K 0.01% +303 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 6,709 shares; 2025Q1: 5,167 shares; 2025Q2: 3,446 shares; 2025Q3: 4,342 shares 4,342 $591K 0.01% +896 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 5,985 shares; 2025Q1: 5,720 shares; 2025Q2: 5,720 shares; 2025Q3: 5,970 shares 5,970 $583K 0.01% +250 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,710 shares 14,710 $570K 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares 380 $569K 0.01% 0 Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,701 shares 17,701 $568K 0.01% new Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,938 shares; 2024Q4: 7,141 shares; 2025Q1: 9,561 shares; 2025Q2: 6,051 shares; 2025Q3: 5,943 shares 5,943 $566K 0.01% -108 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,142 shares; 2025Q1: 6,142 shares; 2025Q2: 7,260 shares; 2025Q3: 7,376 shares 7,376 $565K 0.01% +116 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,973 shares; 2025Q1: 5,888 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares 5,888 $552K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 4,157 shares; 2025Q1: 3,610 shares; 2025Q2: 2,303 shares; 2025Q3: 3,629 shares 3,629 $552K 0.01% +1,326 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,348 shares; 2025Q1: 3,568 shares; 2025Q2: 3,698 shares; 2025Q3: 3,698 shares 3,698 $550K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 4,944 shares; 2025Q1: 2,945 shares; 2025Q2: 2,945 shares; 2025Q3: 4,934 shares 4,934 $546K 0.01% +1,989 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,381 shares; 2025Q1: 604 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares 1,175 $545K 0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $543K 0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,782 shares; 2025Q3: 1,782 shares 1,782 $532K 0.01% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,514 shares; 2024Q4: 19,514 shares; 2025Q1: 20,166 shares; 2025Q2: 13,777 shares; 2025Q3: 13,777 shares 13,777 $531K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,303 shares 9,303 $531K 0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,371 shares; 2025Q1: 19,502 shares; 2025Q2: 10,681 shares; 2025Q3: 10,718 shares 10,718 $522K 0.01% +37 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,198 shares; 2025Q2: 7,407 shares; 2025Q3: 7,413 shares 7,413 $519K 0.01% +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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 684 shares 684 $519K 0.01% +60 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,049 shares; 2024Q4: 9,049 shares; 2025Q1: 9,049 shares; 2025Q2: 9,049 shares; 2025Q3: 9,049 shares 9,049 $517K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: 1,905 shares 1,905 $516K 0.01% +230 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,011 shares; 2025Q3: 12,011 shares 12,011 $516K 0.01% -10,000 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,632 shares; 2025Q1: 3,632 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares 3,628 $515K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,362 shares; 2024Q4: not reported; 2025Q1: 125,957 shares; 2025Q2: 6,212 shares; 2025Q3: 5,406 shares 5,406 $514K 0.01% -806 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,009 shares; 2025Q3: 5,052 shares 5,052 $507K 0.01% +43 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,661 shares; 2025Q1: 3,549 shares; 2025Q2: 3,528 shares; 2025Q3: 3,428 shares 3,428 $506K 0.01% -100 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,060 shares; 2025Q3: 10,060 shares 10,060 $501K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,755 shares; 2024Q4: 8,791 shares; 2025Q1: 8,074 shares; 2025Q2: 7,122 shares; 2025Q3: 8,204 shares 8,204 $500K 0.01% +1,082 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,160 shares; 2024Q4: 21,163 shares; 2025Q1: 1,925 shares; 2025Q2: 1,949 shares; 2025Q3: 1,903 shares 1,903 $496K 0.01% -46 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 3,895 shares; 2025Q1: 3,895 shares; 2025Q2: 3,895 shares; 2025Q3: 3,895 shares 3,895 $493K 0.01% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,008 shares 3,008 $489K 0.01% -112 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,820 shares 13,820 $486K 0.01% new Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,000 shares; 2025Q3: 14,010 shares 14,010 $481K 0.01% +10 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares 37,500 $480K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,050 shares; 2024Q4: 4,681 shares; 2025Q1: 4,490 shares; 2025Q2: 6,209 shares; 2025Q3: 6,374 shares 6,374 $479K 0.01% +165 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,500 shares; 2025Q3: 21,575 shares 21,575 $475K 0.01% +75 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,824 shares; 2024Q4: 8,977 shares; 2025Q1: 9,043 shares; 2025Q2: 9,149 shares; 2025Q3: 9,247 shares 9,247 $474K 0.01% +98 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 6,640 shares 6,640 $468K 0.01% +1,640 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,567 shares; 2024Q4: 12,147 shares; 2025Q1: 8,954 shares; 2025Q2: 5,450 shares; 2025Q3: 5,491 shares 5,491 $462K 0.01% +41 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,540 shares; 2024Q4: 9,540 shares; 2025Q1: 9,540 shares; 2025Q2: 9,540 shares; 2025Q3: 9,540 shares 9,540 $458K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,556 shares; 2025Q3: 9,556 shares 9,556 $458K 0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 4,400 shares; 2025Q1: 4,931 shares; 2025Q2: 4,738 shares; 2025Q3: 4,646 shares 4,646 $455K 0.01% -92 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,085 shares; 2025Q3: 4,580 shares 4,580 $451K 0.01% +1,495 Timeline FPRO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,910 shares; 2024Q4: 19,910 shares; 2025Q1: 19,910 shares; 2025Q2: 19,910 shares; 2025Q3: 19,910 shares 19,910 $449K 0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,165 shares; 2024Q4: 26,158 shares; 2025Q1: 26,216 shares; 2025Q2: 26,216 shares; 2025Q3: 26,283 shares 26,283 $447K 0.01% +67 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,774 shares; 2024Q4: 51,537 shares; 2025Q1: 54,333 shares; 2025Q2: 9,387 shares; 2025Q3: 9,628 shares 9,628 $445K 0.01% +241 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,266 shares; 2025Q3: 8,266 shares 8,266 $445K 0.01% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,592 shares; 2025Q3: 13,198 shares 13,198 $444K 0.01% -4,394 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 5,430 shares; 2025Q1: 5,190 shares; 2025Q2: 5,224 shares; 2025Q3: 5,237 shares 5,237 $442K 0.01% +13 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $442K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,698 shares; 2024Q4: 8,614 shares; 2025Q1: not reported; 2025Q2: 4,568 shares; 2025Q3: 4,608 shares 4,608 $437K <0.01% +40 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 417 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares 330 $435K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,016 shares; 2024Q4: 4,974 shares; 2025Q1: 4,685 shares; 2025Q2: 4,721 shares; 2025Q3: 5,394 shares 5,394 $433K <0.01% +673 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,376 shares; 2024Q4: 174,546 shares; 2025Q1: 173,677 shares; 2025Q2: 11,320 shares; 2025Q3: 9,920 shares 9,920 $430K <0.01% -1,400 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,800 shares; 2025Q1: 3,600 shares; 2025Q2: 4,919 shares; 2025Q3: 3,730 shares 3,730 $429K <0.01% -1,189 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,741 shares; 2024Q4: 10,438 shares; 2025Q1: 9,514 shares; 2025Q2: 9,514 shares; 2025Q3: 9,514 shares 9,514 $429K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,520 shares; 2024Q4: 9,372 shares; 2025Q1: 9,261 shares; 2025Q2: 8,768 shares; 2025Q3: 8,788 shares 8,788 $425K <0.01% +20 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares 1,700 $424K <0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 780 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares 685 $417K <0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,026 shares 10,026 $414K <0.01% +26 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,945 shares; 2025Q1: 17,239 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares 1,945 $407K <0.01% 0 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,822 shares; 2025Q3: 9,549 shares 9,549 $407K <0.01% +2,727 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,370 shares; 2024Q4: 18,370 shares; 2025Q1: 18,370 shares; 2025Q2: 18,472 shares; 2025Q3: 18,476 shares 18,476 $406K <0.01% +4 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,250 shares; 2025Q1: 2,370 shares; 2025Q2: 2,370 shares; 2025Q3: 2,370 shares 2,370 $405K <0.01% 0 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,027 shares; 2024Q4: 11,059 shares; 2025Q1: 11,097 shares; 2025Q2: 11,133 shares; 2025Q3: 11,170 shares 11,170 $404K <0.01% +37 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,267 shares; 2025Q1: 1,162 shares; 2025Q2: 1,412 shares; 2025Q3: 1,444 shares 1,444 $403K <0.01% +32 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,175 shares; 2024Q4: 27,825 shares; 2025Q1: 17,875 shares; 2025Q2: 16,722 shares; 2025Q3: 15,622 shares 15,622 $402K <0.01% -1,100 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,025 shares; 2024Q4: 3,976 shares; 2025Q1: 3,976 shares; 2025Q2: 3,740 shares; 2025Q3: 3,698 shares 3,698 $402K <0.01% -42 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 2,347 shares; 2025Q1: 2,291 shares; 2025Q2: 3,157 shares; 2025Q3: 2,089 shares 2,089 $402K <0.01% -1,068 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,817 shares 7,817 $396K <0.01% new Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,942 shares; 2025Q1: 3,942 shares; 2025Q2: 3,942 shares; 2025Q3: 3,942 shares 3,942 $395K <0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 2,837 shares; 2025Q1: 2,776 shares; 2025Q2: 2,852 shares; 2025Q3: 2,694 shares 2,694 $394K <0.01% -158 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,304 shares; 2025Q3: 9,304 shares 9,304 $394K <0.01% 0 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $385K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,282 shares; 2024Q4: 15,306 shares; 2025Q1: 11,193 shares; 2025Q2: 9,472 shares; 2025Q3: 3,873 shares 3,873 $370K <0.01% -5,599 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,506 shares; 2025Q1: 1,507 shares; 2025Q2: 1,502 shares; 2025Q3: 1,503 shares 1,503 $367K <0.01% +1 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,599 shares; 2024Q4: 9,087 shares; 2025Q1: 9,053 shares; 2025Q2: 5,690 shares; 2025Q3: 4,907 shares 4,907 $367K <0.01% -783 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,805 shares; 2025Q1: 1,437 shares; 2025Q2: 1,437 shares; 2025Q3: 1,437 shares 1,437 $365K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 4,265 shares; 2025Q1: 4,404 shares; 2025Q2: 4,641 shares; 2025Q3: 4,646 shares 4,646 $365K <0.01% +5 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,539 shares; 2025Q1: 3,539 shares; 2025Q2: 3,539 shares; 2025Q3: 3,539 shares 3,539 $365K <0.01% 0 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,365 shares; 2024Q4: 10,365 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 10,365 shares 10,365 $361K <0.01% 0 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 11,800 shares; 2025Q1: 12,622 shares; 2025Q2: not reported; 2025Q3: 24,022 shares 24,022 $361K <0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 2,102 shares; 2025Q1: 2,028 shares; 2025Q2: 2,028 shares; 2025Q3: 2,075 shares 2,075 $353K <0.01% +47 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,593 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares 4,500 $353K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 7,889 shares; 2025Q1: 9,519 shares; 2025Q2: 7,588 shares; 2025Q3: 6,894 shares 6,894 $352K <0.01% -694 Timeline