AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,394,830 shares; 2024Q4: 16,567,391 shares; 2025Q1: 17,638,531 shares; 2025Q2: 17,798,426 shares 17,798,426 $1.22B 8.77% +159,895 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,923,830 shares; 2024Q4: 9,879,819 shares; 2025Q1: 10,674,112 shares; 2025Q2: 10,928,410 shares 10,928,410 $866M 6.23% +254,298 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479,153 shares; 2024Q4: 15,481,517 shares; 2025Q1: 20,818,228 shares; 2025Q2: 23,820,830 shares 23,820,830 $702M 5.05% +3,002,602 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,514,362 shares; 2024Q4: 17,956,943 shares; 2025Q1: 16,861,316 shares; 2025Q2: 16,292,388 shares 16,292,388 $689M 4.95% -568,928 Timeline JQUA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,120,072 shares; 2024Q4: 6,224,628 shares; 2025Q1: 7,260,893 shares; 2025Q2: 8,335,464 shares 8,335,464 $501M 3.6% +1,074,571 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752,312 shares; 2024Q4: 2,087,775 shares; 2025Q1: 1,449,571 shares; 2025Q2: 1,627,351 shares 1,627,351 $495M 3.55% +177,780 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943,146 shares; 2024Q4: 4,577,860 shares; 2025Q1: 5,156,039 shares; 2025Q2: 6,039,099 shares 6,039,099 $445M 3.2% +883,060 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,184,352 shares; 2024Q4: 6,840,022 shares; 2025Q1: 9,358,535 shares; 2025Q2: 13,075,978 shares 13,075,978 $406M 2.91% +3,717,443 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746,055 shares; 2024Q4: 8,280,161 shares; 2025Q1: 8,412,131 shares; 2025Q2: 8,506,601 shares 8,506,601 $364M 2.62% +94,470 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569,643 shares; 2024Q4: 8,053,126 shares; 2025Q1: 9,303,110 shares; 2025Q2: 11,680,085 shares 11,680,085 $344M 2.47% +2,376,975 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910,043 shares; 2024Q4: 5,579,987 shares; 2025Q1: 6,050,359 shares; 2025Q2: 6,733,245 shares 6,733,245 $333M 2.4% +682,886 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,650,538 shares; 2024Q4: 8,819,732 shares; 2025Q1: 7,562,720 shares; 2025Q2: 7,236,706 shares 7,236,706 $259M 1.86% -326,014 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190,562 shares; 2024Q4: 5,132,422 shares; 2025Q1: 4,878,936 shares; 2025Q2: 4,788,621 shares 4,788,621 $258M 1.86% -90,315 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,718,316 shares; 2024Q4: 4,557,152 shares; 2025Q1: 5,427,948 shares; 2025Q2: 6,656,841 shares 6,656,841 $179M 1.28% +1,228,893 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,657,290 shares; 2024Q4: 2,308,782 shares; 2025Q1: 2,968,316 shares; 2025Q2: 3,584,232 shares 3,584,232 $172M 1.24% +615,916 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813,416 shares; 2024Q4: 2,155,097 shares; 2025Q1: 2,449,602 shares; 2025Q2: 2,794,752 shares 2,794,752 $159M 1.15% +345,150 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645,770 shares; 2024Q4: 2,155,007 shares; 2025Q1: 2,682,336 shares; 2025Q2: 3,147,124 shares 3,147,124 $158M 1.14% +464,788 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279,691 shares; 2024Q4: 2,037,466 shares; 2025Q1: 1,772,397 shares; 2025Q2: 1,642,697 shares 1,642,697 $157M 1.13% -129,700 Timeline JPIE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380,954 shares; 2024Q4: 1,921,630 shares; 2025Q1: 2,487,874 shares; 2025Q2: 3,197,643 shares 3,197,643 $148M 1.06% +709,769 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738,210 shares; 2024Q4: 766,156 shares; 2025Q1: 653,344 shares; 2025Q2: 683,628 shares 683,628 $140M 1.01% +30,284 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,223 shares; 2024Q4: 325,626 shares; 2025Q1: 241,688 shares; 2025Q2: 230,486 shares 230,486 $131M 0.94% -11,202 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,759 shares; 2024Q4: 268,847 shares; 2025Q1: 230,223 shares; 2025Q2: 241,372 shares 241,372 $120M 0.86% +11,149 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,853 shares; 2024Q4: 637,420 shares; 2025Q1: 545,371 shares; 2025Q2: 482,449 shares 482,449 $116M 0.83% -62,922 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,450 shares; 2024Q4: 37,644 shares; 2025Q1: 36,125 shares; 2025Q2: 241,758 shares 241,758 $106M 0.76% +205,633 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,008 shares; 2024Q4: 494,941 shares; 2025Q1: 482,169 shares; 2025Q2: 558,490 shares 558,490 $102M 0.73% +76,321 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,989 shares; 2024Q4: 191,370 shares; 2025Q1: 160,075 shares; 2025Q2: 162,576 shares 162,576 $100M 0.72% +2,501 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,351 shares; 2024Q4: 1,336,233 shares; 2025Q1: 1,877,210 shares; 2025Q2: 2,337,825 shares 2,337,825 $98.8M 0.71% +460,615 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181,896 shares; 2024Q4: 2,851,550 shares; 2025Q1: 2,496,182 shares; 2025Q2: 2,300,703 shares 2,300,703 $98M 0.7% -195,479 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203,009 shares; 2024Q4: 3,456,606 shares; 2025Q1: 3,269,282 shares; 2025Q2: 3,216,323 shares 3,216,323 $89M 0.64% -52,959 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 303,122 shares; 2025Q1: 734,724 shares; 2025Q2: 1,872,590 shares 1,872,590 $88.1M 0.63% +1,137,866 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019,080 shares; 2024Q4: 1,368,693 shares; 2025Q1: 1,352,824 shares; 2025Q2: 1,315,634 shares 1,315,634 $83.8M 0.6% -37,190 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327,372 shares; 2024Q4: 2,232,372 shares; 2025Q1: 2,084,944 shares; 2025Q2: 2,035,386 shares 2,035,386 $82.4M 0.59% -49,558 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112,664 shares; 2024Q4: 1,112,339 shares; 2025Q1: 1,263,237 shares; 2025Q2: 1,240,436 shares 1,240,436 $78.7M 0.57% -22,801 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,654 shares; 2024Q4: 776,404 shares; 2025Q1: 985,937 shares; 2025Q2: 1,200,126 shares 1,200,126 $78.4M 0.56% +214,189 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108,684 shares; 2024Q4: 1,246,122 shares; 2025Q1: 1,309,625 shares; 2025Q2: 1,516,064 shares 1,516,064 $74.3M 0.53% +206,439 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,078 shares; 2024Q4: 539,170 shares; 2025Q1: 380,178 shares; 2025Q2: 890,919 shares 890,919 $70.1M 0.5% +510,741 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,780 shares; 2024Q4: 123,879 shares; 2025Q1: 108,067 shares; 2025Q2: 112,608 shares 112,608 $69.9M 0.5% +4,541 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387,324 shares; 2024Q4: 2,381,243 shares; 2025Q1: 2,387,293 shares; 2025Q2: 2,619,388 shares 2,619,388 $64.7M 0.46% +232,095 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,733 shares; 2024Q4: 602,583 shares; 2025Q1: 416,382 shares; 2025Q2: 407,287 shares 407,287 $64.3M 0.46% -9,095 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175,345 shares; 2024Q4: 2,075,112 shares; 2025Q1: 1,769,143 shares; 2025Q2: 2,123,432 shares 2,123,432 $63.4M 0.46% +354,289 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,637 shares; 2024Q4: 1,026,767 shares; 2025Q1: 951,454 shares; 2025Q2: 916,262 shares 916,262 $61.4M 0.44% -35,192 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849,217 shares; 2024Q4: 2,539,021 shares; 2025Q1: 2,512,709 shares; 2025Q2: 2,472,808 shares 2,472,808 $60.4M 0.43% -39,901 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,619 shares; 2024Q4: 803,826 shares; 2025Q1: 779,506 shares; 2025Q2: 758,741 shares 758,741 $57M 0.41% -20,765 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,083 shares; 2024Q4: 776,362 shares; 2025Q1: 15,708 shares; 2025Q2: 802,384 shares 802,384 $55.4M 0.4% +786,676 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,564 shares; 2024Q4: 1,688,258 shares; 2025Q1: 1,905,538 shares; 2025Q2: 2,307,221 shares 2,307,221 $55M 0.4% +401,683 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,254 shares; 2024Q4: 316,376 shares; 2025Q1: 237,780 shares; 2025Q2: 246,161 shares 246,161 $54M 0.39% +8,381 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,025 shares; 2024Q4: 1,064,450 shares; 2025Q1: 1,115,552 shares; 2025Q2: 1,259,980 shares 1,259,980 $53.4M 0.38% +144,428 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,448 shares; 2024Q4: 386,790 shares; 2025Q1: 261,507 shares; 2025Q2: 264,513 shares 264,513 $51.6M 0.37% +3,006 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,063 shares; 2024Q4: 108,736 shares; 2025Q1: 105,053 shares; 2025Q2: 118,365 shares 118,365 $50.3M 0.36% +13,312 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,105 shares; 2024Q4: 685,679 shares; 2025Q1: 482,554 shares; 2025Q2: 531,844 shares 531,844 $49.6M 0.36% +49,290 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179,181 shares; 2024Q4: 1,045,846 shares; 2025Q1: 1,030,253 shares; 2025Q2: 1,542,490 shares 1,542,490 $45.8M 0.33% +512,237 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,459 shares; 2024Q4: 526,682 shares; 2025Q1: 508,108 shares; 2025Q2: 495,900 shares 495,900 $44.3M 0.32% -12,208 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,507 shares; 2024Q4: 205,284 shares; 2025Q1: 200,395 shares; 2025Q2: 189,130 shares 189,130 $40.8M 0.29% -11,265 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024,416 shares; 2024Q4: 1,886,204 shares; 2025Q1: 1,697,716 shares; 2025Q2: 1,567,810 shares 1,567,810 $39.7M 0.29% -129,906 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,731 shares; 2024Q4: 715,971 shares; 2025Q1: 667,811 shares; 2025Q2: 659,346 shares 659,346 $39.6M 0.28% -8,465 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,004 shares; 2024Q4: 161,631 shares; 2025Q1: 122,477 shares; 2025Q2: 132,302 shares 132,302 $38.4M 0.28% +9,825 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,423 shares; 2024Q4: 598,664 shares; 2025Q1: 719,657 shares; 2025Q2: 748,119 shares 748,119 $38.2M 0.27% +28,462 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,729 shares; 2024Q4: 182,498 shares; 2025Q1: 242,840 shares; 2025Q2: 559,912 shares 559,912 $38.2M 0.27% +317,072 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,000 shares; 2024Q4: 49,730 shares; 2025Q1: 45,690 shares; 2025Q2: 48,016 shares 48,016 $37.4M 0.27% +2,326 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,333 shares; 2024Q4: 500,896 shares; 2025Q1: 446,184 shares; 2025Q2: 445,711 shares 445,711 $37.3M 0.27% -473 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,397 shares; 2024Q4: 587,191 shares; 2025Q1: 519,317 shares; 2025Q2: 526,512 shares 526,512 $37.3M 0.27% +7,195 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,644 shares; 2024Q4: 397,986 shares; 2025Q1: 416,087 shares; 2025Q2: 402,145 shares 402,145 $37.2M 0.27% -13,942 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 20,613 shares; 2025Q1: 19,162 shares; 2025Q2: 647,734 shares 647,734 $36.8M 0.26% +628,572 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,146 shares; 2024Q4: 173,434 shares; 2025Q1: 170,287 shares; 2025Q2: 207,145 shares 207,145 $36.6M 0.26% +36,858 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,071 shares; 2024Q4: 68,733 shares; 2025Q1: 226,088 shares; 2025Q2: 371,993 shares 371,993 $33.9M 0.24% +145,905 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578,537 shares; 2024Q4: 1,991,385 shares; 2025Q1: 1,305,257 shares; 2025Q2: 1,082,085 shares 1,082,085 $33.6M 0.24% -223,172 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,997 shares; 2024Q4: 153,315 shares; 2025Q1: 94,507 shares; 2025Q2: 401,724 shares 401,724 $31.1M 0.22% +307,217 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,527 shares; 2024Q4: 248,256 shares; 2025Q1: 198,382 shares; 2025Q2: 203,144 shares 203,144 $31M 0.22% +4,762 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,148 shares; 2024Q4: 835,452 shares; 2025Q1: 547,613 shares; 2025Q2: 416,340 shares 416,340 $30.3M 0.22% -131,273 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,252 shares; 2024Q4: 48,109 shares; 2025Q1: 37,552 shares; 2025Q2: 39,857 shares 39,857 $29.4M 0.21% +2,305 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,001 shares; 2024Q4: 326,063 shares; 2025Q1: 322,066 shares; 2025Q2: 330,086 shares 330,086 $29.3M 0.21% +8,020 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,549 shares; 2024Q4: 575,470 shares; 2025Q1: 442,864 shares; 2025Q2: 434,521 shares 434,521 $29.2M 0.21% -8,343 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,599 shares; 2024Q4: 461,167 shares; 2025Q1: 456,059 shares; 2025Q2: 454,283 shares 454,283 $28.2M 0.2% -1,776 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,138 shares; 2024Q4: 212,841 shares; 2025Q1: 167,919 shares; 2025Q2: 173,397 shares 173,397 $27.6M 0.2% +5,478 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742,283 shares; 2024Q4: 716,803 shares; 2025Q1: 662,858 shares; 2025Q2: 631,767 shares 631,767 $27.6M 0.2% -31,091 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,500 shares; 2024Q4: 239,806 shares; 2025Q1: 235,708 shares; 2025Q2: 252,113 shares 252,113 $27.2M 0.2% +16,405 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915,589 shares 915,589 $26.6M 0.19% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,437 shares; 2024Q4: 62,133 shares; 2025Q1: 51,657 shares; 2025Q2: 54,272 shares 54,272 $26.4M 0.19% +2,615 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,642 shares; 2024Q4: 136,661 shares; 2025Q1: 135,019 shares; 2025Q2: 134,410 shares 134,410 $26.1M 0.19% -609 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 119,797 shares; 2025Q1: 115,994 shares; 2025Q2: 116,266 shares 116,266 $26M 0.19% +272 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,156 shares; 2024Q4: 323,931 shares; 2025Q1: 265,494 shares; 2025Q2: 237,123 shares 237,123 $25.9M 0.19% -28,371 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,897 shares; 2024Q4: 321,048 shares; 2025Q1: 339,686 shares; 2025Q2: 349,603 shares 349,603 $25.9M 0.19% +9,917 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,829 shares; 2024Q4: 154,482 shares; 2025Q1: 123,426 shares; 2025Q2: 139,180 shares 139,180 $25.8M 0.19% +15,754 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727,840 shares; 2024Q4: 704,833 shares; 2025Q1: 613,545 shares; 2025Q2: 768,958 shares 768,958 $25.3M 0.18% +155,413 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170,853 shares; 2024Q4: 916,608 shares; 2025Q1: 615,686 shares; 2025Q2: 459,558 shares 459,558 $25M 0.18% -156,128 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,278 shares; 2024Q4: 271,843 shares; 2025Q1: 269,831 shares; 2025Q2: 266,442 shares 266,442 $24.2M 0.17% -3,389 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,459 shares; 2024Q4: 67,255 shares; 2025Q1: 67,263 shares; 2025Q2: 68,030 shares 68,030 $23.9M 0.17% +767 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,516 shares; 2024Q4: 161,179 shares; 2025Q1: 155,204 shares; 2025Q2: 154,886 shares 154,886 $23.4M 0.17% -318 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,194 shares; 2024Q4: 678,444 shares; 2025Q1: 769,679 shares; 2025Q2: 539,377 shares 539,377 $23.3M 0.17% -230,302 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,782 shares; 2024Q4: 261,736 shares; 2025Q1: 244,515 shares; 2025Q2: 229,502 shares 229,502 $23.2M 0.17% -15,013 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,002 shares; 2024Q4: 153,140 shares; 2025Q1: 120,792 shares; 2025Q2: 124,643 shares 124,643 $22.1M 0.16% +3,851 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,581 shares; 2024Q4: 23,519 shares; 2025Q1: 23,139 shares; 2025Q2: 77,082 shares 77,082 $21.3M 0.15% +53,943 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,124 shares; 2024Q4: 744,024 shares; 2025Q1: 737,053 shares; 2025Q2: 724,647 shares 724,647 $21.2M 0.15% -12,406 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,531 shares; 2024Q4: 170,231 shares; 2025Q1: 159,820 shares; 2025Q2: 157,026 shares 157,026 $20.6M 0.15% -2,794 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,351 shares; 2024Q4: 38,465 shares; 2025Q1: 36,386 shares; 2025Q2: 37,248 shares 37,248 $20.5M 0.15% +862 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,187 shares; 2024Q4: 257,145 shares; 2025Q1: 212,969 shares; 2025Q2: 208,962 shares 208,962 $20.4M 0.15% -4,007 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,586 shares; 2024Q4: 47,065 shares; 2025Q1: 46,899 shares; 2025Q2: 59,722 shares 59,722 $20.3M 0.15% +12,823 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,228 shares; 2024Q4: 149,387 shares; 2025Q1: 110,552 shares; 2025Q2: 113,073 shares 113,073 $19.9M 0.14% +2,521 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,915 shares; 2024Q4: 679,361 shares; 2025Q1: 682,842 shares; 2025Q2: 676,178 shares 676,178 $19.9M 0.14% -6,664 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,434 shares; 2024Q4: 935,587 shares; 2025Q1: 919,839 shares; 2025Q2: 898,148 shares 898,148 $19.8M 0.14% -21,691 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,248 shares; 2024Q4: 228,380 shares; 2025Q1: 210,191 shares; 2025Q2: 214,930 shares 214,930 $19.7M 0.14% +4,739 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 891,825 shares; 2025Q1: 956,012 shares; 2025Q2: 834,133 shares 834,133 $19.2M 0.14% -121,879 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,685 shares; 2024Q4: 61,081 shares; 2025Q1: 44,864 shares; 2025Q2: 47,711 shares 47,711 $18.5M 0.13% +2,847 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,614 shares; 2024Q4: 61,968 shares; 2025Q1: 48,492 shares; 2025Q2: 50,107 shares 50,107 $18.4M 0.13% +1,615 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,196 shares; 2024Q4: 442,787 shares; 2025Q1: 457,502 shares; 2025Q2: 700,797 shares 700,797 $18M 0.13% +243,295 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 260,221 shares; 2025Q1: 293,254 shares; 2025Q2: 415,990 shares 415,990 $18M 0.13% +122,736 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,962 shares; 2024Q4: 54,702 shares; 2025Q1: 53,307 shares; 2025Q2: 48,992 shares 48,992 $17.9M 0.13% -4,315 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,234 shares; 2024Q4: 85,487 shares; 2025Q1: 77,033 shares; 2025Q2: 77,221 shares 77,221 $16.9M 0.12% +188 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,199 shares; 2024Q4: 87,544 shares; 2025Q1: 84,945 shares; 2025Q2: 86,265 shares 86,265 $16.9M 0.12% +1,320 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,325 shares; 2024Q4: 123,035 shares; 2025Q1: 124,157 shares; 2025Q2: 151,857 shares 151,857 $16.7M 0.12% +27,700 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,072 shares; 2024Q4: 208,615 shares; 2025Q1: 189,722 shares; 2025Q2: 193,747 shares 193,747 $16.2M 0.12% +4,025 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,567 shares; 2024Q4: 64,126 shares; 2025Q1: 56,496 shares; 2025Q2: 58,064 shares 58,064 $16M 0.12% +1,568 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,159 shares; 2024Q4: 414,229 shares; 2025Q1: 398,048 shares; 2025Q2: 393,333 shares 393,333 $15.7M 0.11% -4,715 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,823 shares; 2024Q4: 72,460 shares; 2025Q1: 54,983 shares; 2025Q2: 63,242 shares 63,242 $15.5M 0.11% +8,259 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,264 shares; 2024Q4: 117,187 shares; 2025Q1: 106,431 shares; 2025Q2: 111,558 shares 111,558 $15.2M 0.11% +5,127 Timeline PDP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,665 shares; 2024Q4: 155,049 shares; 2025Q1: 147,604 shares; 2025Q2: 139,675 shares 139,675 $15.2M 0.11% -7,929 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,542 shares; 2025Q1: 282,451 shares; 2025Q2: 298,810 shares 298,810 $15.2M 0.11% +16,359 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,284 shares; 2024Q4: 603,311 shares; 2025Q1: 573,540 shares; 2025Q2: 545,887 shares 545,887 $14.6M 0.1% -27,653 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,979 shares; 2024Q4: 185,442 shares; 2025Q1: 165,779 shares; 2025Q2: 144,303 shares 144,303 $14.4M 0.1% -21,476 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,864 shares; 2024Q4: 50,104 shares; 2025Q1: 46,738 shares; 2025Q2: 49,073 shares 49,073 $14.3M 0.1% +2,335 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,816 shares; 2024Q4: 213,085 shares; 2025Q1: 182,184 shares; 2025Q2: 193,959 shares 193,959 $14.1M 0.1% +11,775 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261,967 shares; 2024Q4: 1,012,187 shares; 2025Q1: 698,957 shares; 2025Q2: 599,450 shares 599,450 $14.1M 0.1% -99,507 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,830 shares; 2024Q4: 248,195 shares; 2025Q1: 262,765 shares; 2025Q2: 289,896 shares 289,896 $13.8M 0.1% +27,131 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,333 shares; 2024Q4: 44,038 shares; 2025Q1: 35,851 shares; 2025Q2: 38,680 shares 38,680 $13.7M 0.1% +2,829 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,874 shares; 2024Q4: 508,035 shares; 2025Q1: 497,632 shares; 2025Q2: 486,504 shares 486,504 $13.6M 0.1% -11,128 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,091 shares; 2024Q4: 624,013 shares; 2025Q1: 425,739 shares; 2025Q2: 319,561 shares 319,561 $13.6M 0.1% -106,178 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,061 shares; 2024Q4: 105,052 shares; 2025Q1: 88,846 shares; 2025Q2: 85,275 shares 85,275 $13.5M 0.1% -3,571 Timeline GWX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,451 shares; 2024Q4: 75,844 shares; 2025Q1: 69,200 shares; 2025Q2: 354,656 shares 354,656 $13.2M 0.09% +285,456 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,638 shares; 2024Q4: 201,676 shares; 2025Q1: 182,930 shares; 2025Q2: 188,720 shares 188,720 $13.1M 0.09% +5,790 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,152 shares; 2024Q4: 106,981 shares; 2025Q1: 112,711 shares; 2025Q2: 94,613 shares 94,613 $12.8M 0.09% -18,098 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,771 shares; 2024Q4: 141,063 shares; 2025Q1: 130,716 shares; 2025Q2: 130,369 shares 130,369 $12.5M 0.09% -347 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,204 shares; 2024Q4: 40,572 shares; 2025Q1: 37,975 shares; 2025Q2: 39,257 shares 39,257 $12.5M 0.09% +1,282 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,204 shares; 2024Q4: 123,002 shares; 2025Q1: 80,281 shares; 2025Q2: 85,042 shares 85,042 $12.4M 0.09% +4,761 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,089 shares; 2024Q4: 82,114 shares; 2025Q1: 41,864 shares; 2025Q2: 41,450 shares 41,450 $12.4M 0.09% -414 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,871 shares; 2024Q4: 11,903 shares; 2025Q1: 8,167 shares; 2025Q2: 8,697 shares 8,697 $11.6M 0.08% +530 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,428 shares; 2024Q4: 25,217 shares; 2025Q1: 20,316 shares; 2025Q2: 20,339 shares 20,339 $11.5M 0.08% +23 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 15,146 shares; 2025Q1: 67,828 shares; 2025Q2: 114,269 shares 114,269 $11.5M 0.08% +46,441 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,077 shares; 2024Q4: 86,896 shares; 2025Q1: 85,552 shares; 2025Q2: 84,435 shares 84,435 $11.5M 0.08% -1,117 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,608 shares; 2024Q4: 14,009 shares; 2025Q1: 10,888 shares; 2025Q2: 11,545 shares 11,545 $11.4M 0.08% +657 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,038 shares; 2024Q4: 56,333 shares; 2025Q1: 35,364 shares; 2025Q2: 38,472 shares 38,472 $11.3M 0.08% +3,108 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,150 shares; 2024Q4: 411,317 shares; 2025Q1: 429,327 shares; 2025Q2: 445,745 shares 445,745 $11.2M 0.08% +16,418 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,813 shares; 2024Q4: 210,376 shares; 2025Q1: 195,728 shares; 2025Q2: 172,167 shares 172,167 $11M 0.08% -23,561 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,520 shares; 2024Q4: 101,059 shares; 2025Q1: 85,352 shares; 2025Q2: 72,730 shares 72,730 $10.9M 0.08% -12,622 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,919 shares; 2024Q4: 381,582 shares; 2025Q1: 221,758 shares; 2025Q2: 230,808 shares 230,808 $10.9M 0.08% +9,050 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,568 shares; 2024Q4: 20,756 shares; 2025Q1: 17,674 shares; 2025Q2: 19,301 shares 19,301 $10.8M 0.08% +1,627 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,825 shares; 2024Q4: 258,633 shares; 2025Q1: 229,662 shares; 2025Q2: 212,691 shares 212,691 $10.8M 0.08% -16,971 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,410 shares; 2024Q4: 118,411 shares; 2025Q1: 322,999 shares; 2025Q2: 463,446 shares 463,446 $10.8M 0.08% +140,447 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,483 shares; 2024Q4: 84,955 shares; 2025Q1: 79,964 shares; 2025Q2: 81,302 shares 81,302 $10.7M 0.08% +1,338 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,607 shares; 2024Q4: 116,282 shares; 2025Q1: 106,572 shares; 2025Q2: 97,637 shares 97,637 $10.2M 0.07% -8,935 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,555 shares; 2024Q4: 38,928 shares; 2025Q1: 36,752 shares; 2025Q2: 36,601 shares 36,601 $10.2M 0.07% -151 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367,970 shares; 2025Q2: 281,509 shares 281,509 $10.2M 0.07% -86,461 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,451 shares; 2024Q4: 78,250 shares; 2025Q1: 75,864 shares; 2025Q2: 76,109 shares 76,109 $10.1M 0.07% +245 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,480 shares; 2024Q4: 202,734 shares; 2025Q1: 197,215 shares; 2025Q2: 187,418 shares 187,418 $9.81M 0.07% -9,797 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,735 shares; 2024Q4: 48,888 shares; 2025Q1: 46,123 shares; 2025Q2: 47,890 shares 47,890 $9.8M 0.07% +1,767 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,084 shares; 2024Q4: 95,245 shares; 2025Q1: 66,121 shares; 2025Q2: 67,514 shares 67,514 $9.67M 0.07% +1,393 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,221 shares; 2024Q4: 144,499 shares; 2025Q1: 131,643 shares; 2025Q2: 131,262 shares 131,262 $9.49M 0.07% -381 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 379,371 shares; 2025Q1: 376,306 shares; 2025Q2: 376,551 shares 376,551 $9.39M 0.07% +245 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,953 shares; 2024Q4: 224,478 shares; 2025Q1: 217,434 shares; 2025Q2: 183,769 shares 183,769 $9.32M 0.07% -33,665 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,980 shares; 2024Q4: 86,774 shares; 2025Q1: 80,446 shares; 2025Q2: 75,817 shares 75,817 $9.2M 0.07% -4,629 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,736 shares; 2024Q4: 309,697 shares; 2025Q1: 282,167 shares; 2025Q2: 303,703 shares 303,703 $8.79M 0.06% +21,536 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,606 shares; 2024Q4: 114,727 shares; 2025Q1: 103,861 shares; 2025Q2: 92,147 shares 92,147 $8.72M 0.06% -11,714 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,345 shares; 2024Q4: 95,921 shares; 2025Q1: 91,328 shares; 2025Q2: 89,225 shares 89,225 $8.38M 0.06% -2,103 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,828 shares; 2024Q4: 39,521 shares; 2025Q1: 41,545 shares; 2025Q2: 42,201 shares 42,201 $8.34M 0.06% +656 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,896 shares; 2024Q4: 21,691 shares; 2025Q1: 21,305 shares; 2025Q2: 20,949 shares 20,949 $8.31M 0.06% -356 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,436 shares; 2024Q4: 361,490 shares; 2025Q1: 347,964 shares; 2025Q2: 324,227 shares 324,227 $8.3M 0.06% -23,737 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,314 shares 125,314 $8.13M 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,373 shares; 2024Q4: 93,502 shares; 2025Q1: 32,159 shares; 2025Q2: 34,242 shares 34,242 $8.11M 0.06% +2,083 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,163 shares; 2024Q4: 41,319 shares; 2025Q1: 24,170 shares; 2025Q2: 25,233 shares 25,233 $8.05M 0.06% +1,063 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,719 shares; 2024Q4: 18,403 shares; 2025Q1: 10,237 shares; 2025Q2: 10,651 shares 10,651 $7.8M 0.06% +414 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,616 shares; 2024Q4: 59,533 shares; 2025Q1: 27,994 shares; 2025Q2: 27,927 shares 27,927 $7.63M 0.05% -67 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,239 shares; 2024Q4: 84,633 shares; 2025Q1: 80,686 shares; 2025Q2: 80,306 shares 80,306 $7.39M 0.05% -380 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,692 shares; 2024Q4: 95,767 shares; 2025Q1: 88,403 shares; 2025Q2: 91,959 shares 91,959 $7.37M 0.05% +3,556 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146,951 shares; 2025Q1: 144,073 shares; 2025Q2: 144,105 shares 144,105 $7.31M 0.05% +32 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,922 shares; 2024Q4: 14,202 shares; 2025Q1: 14,015 shares; 2025Q2: 14,375 shares 14,375 $7.31M 0.05% +360 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,978 shares; 2024Q4: 40,029 shares; 2025Q1: 39,431 shares; 2025Q2: 38,147 shares 38,147 $7.2M 0.05% -1,284 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,434 shares; 2024Q4: 78,297 shares; 2025Q1: 37,800 shares; 2025Q2: 36,432 shares 36,432 $7.02M 0.05% -1,368 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,940 shares; 2024Q4: 31,238 shares; 2025Q1: 22,683 shares; 2025Q2: 22,741 shares 22,741 $6.93M 0.05% +58 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,954 shares; 2024Q4: 65,140 shares; 2025Q1: 53,169 shares; 2025Q2: 55,872 shares 55,872 $6.93M 0.05% +2,703 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,730 shares; 2024Q4: 83,734 shares; 2025Q1: 58,537 shares; 2025Q2: 58,288 shares 58,288 $6.88M 0.05% -249 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,268 shares; 2024Q4: 173,785 shares; 2025Q1: 178,321 shares; 2025Q2: 134,170 shares 134,170 $6.8M 0.05% -44,151 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,204 shares; 2024Q4: 127,896 shares; 2025Q1: 94,477 shares; 2025Q2: 97,519 shares 97,519 $6.77M 0.05% +3,042 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,447 shares; 2024Q4: 51,022 shares; 2025Q1: 50,484 shares; 2025Q2: 48,230 shares 48,230 $6.71M 0.05% -2,254 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,576 shares; 2024Q4: 32,109 shares; 2025Q1: 26,660 shares; 2025Q2: 27,142 shares 27,142 $6.69M 0.05% +482 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,828 shares; 2024Q4: 25,000 shares; 2025Q1: 24,691 shares; 2025Q2: 23,156 shares 23,156 $6.62M 0.05% -1,535 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,872 shares; 2024Q4: 321,127 shares; 2025Q1: 309,344 shares; 2025Q2: 270,772 shares 270,772 $6.6M 0.05% -38,572 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 9 shares; 2025Q2: 9 shares 9 $6.56M 0.05% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,029 shares; 2024Q4: 179,800 shares; 2025Q1: 26,867 shares; 2025Q2: 28,555 shares 28,555 $6.53M 0.05% +1,688 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,158 shares; 2024Q4: 153,509 shares; 2025Q1: 78,429 shares; 2025Q2: 82,241 shares 82,241 $6.51M 0.05% +3,812 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,665 shares; 2024Q4: 47,813 shares; 2025Q1: 27,446 shares; 2025Q2: 35,700 shares 35,700 $6.5M 0.05% +8,254 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,350 shares; 2024Q4: 87,282 shares; 2025Q1: 72,757 shares; 2025Q2: 62,139 shares 62,139 $6.49M 0.05% -10,618 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,720 shares; 2024Q4: 25,047 shares; 2025Q1: 23,588 shares; 2025Q2: 23,089 shares 23,089 $6.48M 0.05% -499 Timeline MEAR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192,150 shares; 2025Q1: 160,898 shares; 2025Q2: 126,382 shares 126,382 $6.35M 0.05% -34,516 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,789 shares; 2024Q4: 152,096 shares; 2025Q1: 149,450 shares; 2025Q2: 145,022 shares 145,022 $6.2M 0.04% -4,428 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,789 shares; 2025Q1: 72,787 shares; 2025Q2: 72,869 shares 72,869 $6.15M 0.04% +82 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,368 shares; 2024Q4: 28,169 shares; 2025Q1: 21,035 shares; 2025Q2: 21,883 shares 21,883 $6.11M 0.04% +848 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,616 shares; 2024Q4: 41,444 shares; 2025Q1: 28,049 shares; 2025Q2: 26,312 shares 26,312 $6.05M 0.04% -1,737 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,408 shares; 2024Q4: 222,831 shares; 2025Q1: 117,982 shares; 2025Q2: 121,303 shares 121,303 $6M 0.04% +3,321 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,000 shares; 2024Q4: 74,341 shares; 2025Q1: 56,045 shares; 2025Q2: 57,093 shares 57,093 $5.99M 0.04% +1,048 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,594 shares; 2024Q4: 11,191 shares; 2025Q1: 17,868 shares; 2025Q2: 19,353 shares 19,353 $5.97M 0.04% +1,485 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,956 shares; 2024Q4: 21,866 shares; 2025Q1: 19,795 shares; 2025Q2: 19,078 shares 19,078 $5.95M 0.04% -717 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,120 shares; 2024Q4: 84,870 shares; 2025Q1: 80,105 shares; 2025Q2: 79,307 shares 79,307 $5.94M 0.04% -798 Timeline JMUB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,003 shares; 2025Q2: 118,898 shares 118,898 $5.9M 0.04% +86,895 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,357 shares; 2024Q4: 220,276 shares; 2025Q1: 185,000 shares; 2025Q2: 175,224 shares 175,224 $5.78M 0.04% -9,776 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,647 shares; 2024Q4: 306,896 shares; 2025Q1: 210,837 shares; 2025Q2: 201,860 shares 201,860 $5.78M 0.04% -8,977 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,514 shares; 2024Q4: 39,316 shares; 2025Q1: 20,059 shares; 2025Q2: 22,272 shares 22,272 $5.73M 0.04% +2,213 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,408 shares; 2024Q4: 68,787 shares; 2025Q1: 68,152 shares; 2025Q2: 65,964 shares 65,964 $5.62M 0.04% -2,188 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,718 shares; 2024Q4: 171,775 shares; 2025Q1: 152,138 shares; 2025Q2: 134,571 shares 134,571 $5.56M 0.04% -17,567 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,871 shares; 2025Q2: 85,533 shares 85,533 $5.45M 0.04% +662 Timeline JMOM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,672 shares; 2024Q4: 96,630 shares; 2025Q1: 86,232 shares; 2025Q2: 82,951 shares 82,951 $5.33M 0.04% -3,281 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 7,513 shares; 2025Q1: 6,487 shares; 2025Q2: 7,173 shares 7,173 $5.08M 0.04% +686 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,118 shares; 2024Q4: 48,822 shares; 2025Q1: 17,496 shares; 2025Q2: 18,259 shares 18,259 $5.03M 0.04% +763 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,823 shares; 2024Q4: 190,061 shares; 2025Q1: 161,837 shares; 2025Q2: 161,592 shares 161,592 $5.01M 0.04% -245 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,758 shares; 2024Q4: 28,464 shares; 2025Q1: 28,359 shares; 2025Q2: 66,333 shares 66,333 $5M 0.04% +37,974 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,632 shares; 2024Q4: 37,404 shares; 2025Q1: 31,071 shares; 2025Q2: 35,487 shares 35,487 $5M 0.04% +4,416 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,651 shares; 2024Q4: 34,201 shares; 2025Q1: 17,927 shares; 2025Q2: 20,868 shares 20,868 $4.86M 0.03% +2,941 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,937 shares; 2024Q4: 35,531 shares; 2025Q1: 35,500 shares; 2025Q2: 35,029 shares 35,029 $4.86M 0.03% -471 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,991 shares; 2024Q4: 120,274 shares; 2025Q1: 123,417 shares; 2025Q2: 126,792 shares 126,792 $4.83M 0.03% +3,375 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,385 shares; 2024Q4: 49,406 shares; 2025Q1: 43,695 shares; 2025Q2: 48,280 shares 48,280 $4.79M 0.03% +4,585 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,630 shares; 2024Q4: 30,676 shares; 2025Q1: 33,535 shares; 2025Q2: 33,524 shares 33,524 $4.76M 0.03% -11 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,468 shares; 2024Q4: 55,488 shares; 2025Q1: 54,276 shares; 2025Q2: 53,089 shares 53,089 $4.74M 0.03% -1,187 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,173 shares; 2024Q4: 39,379 shares; 2025Q1: 37,599 shares; 2025Q2: 43,320 shares 43,320 $4.73M 0.03% +5,721 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,180 shares; 2024Q4: 205,413 shares; 2025Q1: 209,796 shares; 2025Q2: 201,748 shares 201,748 $4.69M 0.03% -8,048 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,668 shares; 2024Q4: 16,872 shares; 2025Q1: 15,547 shares; 2025Q2: 16,201 shares 16,201 $4.61M 0.03% +654 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,093 shares; 2024Q4: 165,657 shares; 2025Q1: 156,518 shares; 2025Q2: 152,783 shares 152,783 $4.6M 0.03% -3,735 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,802 shares; 2024Q4: 19,280 shares; 2025Q1: 17,879 shares; 2025Q2: 18,086 shares 18,086 $4.58M 0.03% +207 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,540 shares; 2024Q4: 45,911 shares; 2025Q1: 26,824 shares; 2025Q2: 27,435 shares 27,435 $4.56M 0.03% +611 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,555 shares; 2024Q4: 16,697 shares; 2025Q1: 12,069 shares; 2025Q2: 20,087 shares 20,087 $4.55M 0.03% +8,018 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,030 shares; 2024Q4: 94,410 shares; 2025Q1: 92,801 shares; 2025Q2: 93,407 shares 93,407 $4.51M 0.03% +606 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 8,768 shares; 2025Q1: 7,671 shares; 2025Q2: 20,185 shares 20,185 $4.29M 0.03% +12,514 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,387 shares; 2024Q4: 12,823 shares; 2025Q1: 12,405 shares; 2025Q2: 13,201 shares 13,201 $4.26M 0.03% +796 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,206 shares; 2024Q4: 47,405 shares; 2025Q1: 42,544 shares; 2025Q2: 47,351 shares 47,351 $4.25M 0.03% +4,807 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,636 shares; 2024Q4: 139,852 shares; 2025Q1: 128,205 shares; 2025Q2: 119,153 shares 119,153 $4.24M 0.03% -9,052 Timeline CWI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,789 shares; 2024Q4: 128,492 shares; 2025Q1: 126,386 shares; 2025Q2: 125,951 shares 125,951 $4.11M 0.03% -435 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,810 shares; 2024Q4: 10,995 shares; 2025Q1: 11,364 shares; 2025Q2: 11,458 shares 11,458 $4.09M 0.03% +94 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,827 shares; 2025Q2: 40,491 shares 40,491 $4.09M 0.03% +16,664 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,266 shares; 2024Q4: 25,818 shares; 2025Q1: 19,807 shares; 2025Q2: 19,431 shares 19,431 $4.03M 0.03% -376 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 4,582 shares; 2025Q1: 5,047 shares; 2025Q2: 6,062 shares 6,062 $4.02M 0.03% +1,015 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,269 shares; 2024Q4: 43,183 shares; 2025Q1: 42,730 shares; 2025Q2: 41,435 shares 41,435 $3.96M 0.03% -1,295 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 10,044 shares; 2025Q1: 15,217 shares; 2025Q2: 15,237 shares 15,237 $3.94M 0.03% +20 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,100 shares; 2024Q4: 22,729 shares; 2025Q1: 18,265 shares; 2025Q2: 18,808 shares 18,808 $3.94M 0.03% +543 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,642 shares; 2025Q1: 37,587 shares; 2025Q2: 38,472 shares 38,472 $3.94M 0.03% +885 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,341 shares; 2025Q1: 3,493 shares; 2025Q2: 3,739 shares 3,739 $3.92M 0.03% +246 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,341 shares; 2024Q4: 19,168 shares; 2025Q1: 16,475 shares; 2025Q2: 17,658 shares 17,658 $3.92M 0.03% +1,183 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,244 shares; 2024Q4: 92,256 shares; 2025Q1: 73,537 shares; 2025Q2: 89,859 shares 89,859 $3.89M 0.03% +16,322 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,173 shares; 2024Q4: 88,369 shares; 2025Q1: 87,587 shares; 2025Q2: 98,947 shares 98,947 $3.88M 0.03% +11,360 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 15,327 shares; 2025Q1: 13,322 shares; 2025Q2: 14,129 shares 14,129 $3.85M 0.03% +807 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,490 shares; 2024Q4: 234,529 shares; 2025Q1: 162,725 shares; 2025Q2: 158,700 shares 158,700 $3.85M 0.03% -4,025 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,075 shares; 2025Q1: 9,183 shares; 2025Q2: 9,133 shares 9,133 $3.84M 0.03% -50 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,655 shares; 2024Q4: 21,949 shares; 2025Q1: 17,129 shares; 2025Q2: 16,818 shares 16,818 $3.82M 0.03% -311 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,085 shares; 2024Q4: 42,484 shares; 2025Q1: 41,301 shares; 2025Q2: 42,868 shares 42,868 $3.82M 0.03% +1,567 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,536 shares; 2024Q4: 56,803 shares; 2025Q1: 35,296 shares; 2025Q2: 37,616 shares 37,616 $3.8M 0.03% +2,320 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 9,910 shares; 2025Q1: 7,183 shares; 2025Q2: 8,182 shares 8,182 $3.79M 0.03% +999 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,623 shares; 2024Q4: 104,107 shares; 2025Q1: 55,606 shares; 2025Q2: 63,599 shares 63,599 $3.73M 0.03% +7,993 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 3,710 shares; 2025Q1: 5,373 shares; 2025Q2: 5,330 shares 5,330 $3.72M 0.03% -43 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,266 shares; 2024Q4: 84,993 shares; 2025Q1: 84,997 shares; 2025Q2: 84,934 shares 84,934 $3.66M 0.03% -63 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,604 shares; 2024Q4: 44,018 shares; 2025Q1: 35,172 shares; 2025Q2: 27,289 shares 27,289 $3.63M 0.03% -7,883 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,724 shares; 2024Q4: 23,699 shares; 2025Q1: 20,366 shares; 2025Q2: 22,062 shares 22,062 $3.63M 0.03% +1,696 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,741 shares 113,741 $3.62M 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,187 shares; 2024Q4: 24,422 shares; 2025Q1: 18,949 shares; 2025Q2: 22,402 shares 22,402 $3.57M 0.03% +3,453 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,162 shares; 2024Q4: 20,236 shares; 2025Q1: 18,803 shares; 2025Q2: 19,473 shares 19,473 $3.56M 0.03% +670 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,114 shares; 2024Q4: 12,211 shares; 2025Q1: 11,772 shares; 2025Q2: 13,226 shares 13,226 $3.54M 0.03% +1,454 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,611 shares; 2024Q4: 74,518 shares; 2025Q1: 21,961 shares; 2025Q2: 22,970 shares 22,970 $3.5M 0.03% +1,009 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,279 shares; 2024Q4: 32,220 shares; 2025Q1: 31,153 shares; 2025Q2: 30,755 shares 30,755 $3.44M 0.02% -398 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,480 shares; 2024Q4: 19,405 shares; 2025Q1: not reported; 2025Q2: 56,404 shares 56,404 $3.44M 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 7,442 shares; 2025Q1: 7,458 shares; 2025Q2: 7,799 shares 7,799 $3.44M 0.02% +341 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,772 shares; 2025Q1: 6,074 shares; 2025Q2: 7,302 shares 7,302 $3.43M 0.02% +1,228 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,950 shares; 2024Q4: 10,715 shares; 2025Q1: 10,795 shares; 2025Q2: 11,827 shares 11,827 $3.37M 0.02% +1,032 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,471 shares; 2024Q4: 74,707 shares; 2025Q1: 29,678 shares; 2025Q2: 29,803 shares 29,803 $3.37M 0.02% +125 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,299 shares; 2024Q4: 25,716 shares; 2025Q1: 24,975 shares; 2025Q2: 24,548 shares 24,548 $3.32M 0.02% -427 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,256 shares; 2024Q4: 45,501 shares; 2025Q1: 41,548 shares; 2025Q2: 45,064 shares 45,064 $3.3M 0.02% +3,516 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,966 shares; 2024Q4: 25,931 shares; 2025Q1: 39,871 shares; 2025Q2: 37,821 shares 37,821 $3.21M 0.02% -2,050 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,847 shares; 2024Q4: 39,802 shares; 2025Q1: 37,501 shares; 2025Q2: 38,093 shares 38,093 $3.2M 0.02% +592 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 6,717 shares; 2025Q1: 6,066 shares; 2025Q2: 5,940 shares 5,940 $3.17M 0.02% -126 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,740 shares; 2024Q4: 53,650 shares; 2025Q1: 43,044 shares; 2025Q2: 43,838 shares 43,838 $3.16M 0.02% +794 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,942 shares; 2025Q1: 5,205 shares; 2025Q2: 6,309 shares 6,309 $3.15M 0.02% +1,104 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,773 shares; 2024Q4: 6,803 shares; 2025Q1: 5,741 shares; 2025Q2: 5,797 shares 5,797 $3.15M 0.02% +56 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,357 shares; 2024Q4: 13,483 shares; 2025Q1: 12,056 shares; 2025Q2: 13,086 shares 13,086 $3.12M 0.02% +1,030 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,043 shares; 2024Q4: 23,940 shares; 2025Q1: 22,055 shares; 2025Q2: 23,331 shares 23,331 $3.11M 0.02% +1,276 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,461 shares; 2024Q4: 96,871 shares; 2025Q1: 97,311 shares; 2025Q2: 116,794 shares 116,794 $3.1M 0.02% +19,483 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,790 shares; 2024Q4: 17,528 shares; 2025Q1: 10,711 shares; 2025Q2: 11,475 shares 11,475 $3.06M 0.02% +764 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,271 shares; 2024Q4: 28,385 shares; 2025Q1: 16,779 shares; 2025Q2: 17,680 shares 17,680 $3.05M 0.02% +901 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,726 shares; 2025Q1: 497 shares; 2025Q2: 523 shares 523 $3.03M 0.02% +26 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,956 shares; 2024Q4: 167,025 shares; 2025Q1: 84,857 shares; 2025Q2: 84,824 shares 84,824 $3.03M 0.02% -33 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,235 shares; 2024Q4: 80,903 shares; 2025Q1: 81,458 shares; 2025Q2: 76,705 shares 76,705 $3.02M 0.02% -4,753 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,253 shares; 2024Q4: 29,312 shares; 2025Q1: 20,475 shares; 2025Q2: 23,751 shares 23,751 $3.01M 0.02% +3,276 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 5,406 shares; 2025Q1: 5,299 shares; 2025Q2: 5,701 shares 5,701 $3.01M 0.02% +402 Timeline GXC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,489 shares; 2024Q4: 36,283 shares; 2025Q1: 35,401 shares; 2025Q2: 34,123 shares 34,123 $2.99M 0.02% -1,278 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,304 shares; 2024Q4: 26,609 shares; 2025Q1: 29,037 shares; 2025Q2: 28,992 shares 28,992 $2.98M 0.02% -45 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,596 shares; 2024Q4: 17,567 shares; 2025Q1: 13,664 shares; 2025Q2: 14,675 shares 14,675 $2.95M 0.02% +1,011 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,866 shares; 2024Q4: 7,757 shares; 2025Q1: 7,978 shares; 2025Q2: 8,908 shares 8,908 $2.94M 0.02% +930 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,697 shares; 2024Q4: 40,021 shares; 2025Q1: 37,420 shares; 2025Q2: 36,886 shares 36,886 $2.94M 0.02% -534 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,625 shares; 2024Q4: 6,505 shares; 2025Q1: 6,253 shares; 2025Q2: 6,608 shares 6,608 $2.89M 0.02% +355 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,079 shares; 2024Q4: 108,645 shares; 2025Q1: 109,785 shares; 2025Q2: 117,580 shares 117,580 $2.89M 0.02% +7,795 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,863 shares; 2024Q4: 40,061 shares; 2025Q1: 34,776 shares; 2025Q2: 31,361 shares 31,361 $2.87M 0.02% -3,415 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,983 shares; 2024Q4: 32,282 shares; 2025Q1: 19,615 shares; 2025Q2: 23,257 shares 23,257 $2.87M 0.02% +3,642 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,283 shares; 2024Q4: 26,742 shares; 2025Q1: 25,742 shares; 2025Q2: 25,224 shares 25,224 $2.85M 0.02% -518 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,219 shares; 2024Q4: 15,698 shares; 2025Q1: 11,680 shares; 2025Q2: 11,411 shares 11,411 $2.82M 0.02% -269 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,798 shares; 2024Q4: 16,565 shares; 2025Q1: 25,755 shares; 2025Q2: 25,117 shares 25,117 $2.78M 0.02% -638 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,307 shares; 2024Q4: 100,566 shares; 2025Q1: 85,088 shares; 2025Q2: 94,698 shares 94,698 $2.78M 0.02% +9,610 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,558 shares; 2024Q4: 53,404 shares; 2025Q1: 25,911 shares; 2025Q2: 34,760 shares 34,760 $2.78M 0.02% +8,849 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 10,386 shares; 2025Q1: 9,932 shares; 2025Q2: 12,359 shares 12,359 $2.78M 0.02% +2,427 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 9,520 shares; 2025Q1: 8,798 shares; 2025Q2: 9,804 shares 9,804 $2.77M 0.02% +1,006 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,606 shares; 2024Q4: 27,322 shares; 2025Q1: 28,225 shares; 2025Q2: 40,821 shares 40,821 $2.75M 0.02% +12,596 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 3,394 shares; 2025Q1: 3,273 shares; 2025Q2: 3,480 shares 3,480 $2.74M 0.02% +207 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,304 shares; 2024Q4: 27,695 shares; 2025Q1: 24,373 shares; 2025Q2: 24,855 shares 24,855 $2.74M 0.02% +482 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,363 shares; 2024Q4: 27,921 shares; 2025Q1: 21,386 shares; 2025Q2: 24,635 shares 24,635 $2.73M 0.02% +3,249 Timeline EMLP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,895 shares; 2024Q4: 73,991 shares; 2025Q1: 73,217 shares; 2025Q2: 72,763 shares 72,763 $2.73M 0.02% -454 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,518 shares; 2024Q4: 16,382 shares; 2025Q1: 6,881 shares; 2025Q2: 7,637 shares 7,637 $2.73M 0.02% +756 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,276 shares; 2024Q4: 179,758 shares; 2025Q1: 102,365 shares; 2025Q2: 89,462 shares 89,462 $2.68M 0.02% -12,903 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,638 shares; 2025Q1: 2,622 shares; 2025Q2: 2,563 shares 2,563 $2.67M 0.02% -59 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 375 shares; 2025Q1: 347 shares; 2025Q2: 361 shares 361 $2.67M 0.02% +14 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 7,825 shares; 2025Q1: 6,749 shares; 2025Q2: 6,563 shares 6,563 $2.66M 0.02% -186 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,803 shares; 2024Q4: 45,722 shares; 2025Q1: 23,910 shares; 2025Q2: 25,578 shares 25,578 $2.65M 0.02% +1,668 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,344 shares; 2024Q4: 91,324 shares; 2025Q1: 76,563 shares; 2025Q2: 75,105 shares 75,105 $2.65M 0.02% -1,458 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,018 shares; 2024Q4: 27,558 shares; 2025Q1: 26,763 shares; 2025Q2: 27,335 shares 27,335 $2.65M 0.02% +572 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,194 shares; 2024Q4: 9,324 shares; 2025Q1: 4,671 shares; 2025Q2: 5,005 shares 5,005 $2.65M 0.02% +334 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,896 shares; 2024Q4: 56,045 shares; 2025Q1: 21,365 shares; 2025Q2: 21,212 shares 21,212 $2.64M 0.02% -153 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,400 shares; 2024Q4: 96,631 shares; 2025Q1: 50,899 shares; 2025Q2: 56,555 shares 56,555 $2.62M 0.02% +5,656 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,489 shares; 2024Q4: 18,448 shares; 2025Q1: 17,000 shares; 2025Q2: 17,392 shares 17,392 $2.6M 0.02% +392 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,749 shares; 2024Q4: 17,644 shares; 2025Q1: 17,778 shares; 2025Q2: 19,449 shares 19,449 $2.59M 0.02% +1,671 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,229 shares; 2024Q4: 82,966 shares; 2025Q1: 27,671 shares; 2025Q2: 30,204 shares 30,204 $2.57M 0.02% +2,533 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,588 shares; 2024Q4: 10,408 shares; 2025Q1: 7,989 shares; 2025Q2: 8,826 shares 8,826 $2.56M 0.02% +837 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,032 shares; 2024Q4: 62,511 shares; 2025Q1: 60,812 shares; 2025Q2: 60,735 shares 60,735 $2.55M 0.02% -77 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 289,049 shares; 2025Q1: 288,712 shares; 2025Q2: 292,272 shares 292,272 $2.54M 0.02% +3,560 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,606 shares; 2024Q4: 61,858 shares; 2025Q1: 31,883 shares; 2025Q2: 32,703 shares 32,703 $2.53M 0.02% +820 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,010 shares; 2024Q4: 11,625 shares; 2025Q1: 10,748 shares; 2025Q2: 11,359 shares 11,359 $2.53M 0.02% +611 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,225 shares; 2024Q4: 42,856 shares; 2025Q1: 25,831 shares; 2025Q2: 27,745 shares 27,745 $2.52M 0.02% +1,914 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,790 shares; 2025Q1: 19,574 shares; 2025Q2: 25,660 shares 25,660 $2.5M 0.02% +6,086 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 4,606 shares; 2025Q1: 4,480 shares; 2025Q2: 4,860 shares 4,860 $2.49M 0.02% +380 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,636 shares; 2024Q4: 35,713 shares; 2025Q1: 30,128 shares; 2025Q2: 35,770 shares 35,770 $2.47M 0.02% +5,642 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,776 shares; 2024Q4: 143,883 shares; 2025Q1: 134,893 shares; 2025Q2: 134,743 shares 134,743 $2.46M 0.02% -150 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 7,592 shares; 2025Q1: 6,036 shares; 2025Q2: 6,184 shares 6,184 $2.45M 0.02% +148 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 811 shares; 2025Q1: 642 shares; 2025Q2: 653 shares 653 $2.42M 0.02% +11 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,319 shares; 2024Q4: 9,316 shares; 2025Q1: 9,232 shares; 2025Q2: 9,783 shares 9,783 $2.33M 0.02% +551 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 7,312 shares; 2025Q1: 7,056 shares; 2025Q2: 7,670 shares 7,670 $2.3M 0.02% +614 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,743 shares; 2024Q4: 65,509 shares; 2025Q1: 60,703 shares; 2025Q2: 79,095 shares 79,095 $2.29M 0.02% +18,392 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,263 shares; 2024Q4: 49,733 shares; 2025Q1: 22,542 shares; 2025Q2: 24,946 shares 24,946 $2.27M 0.02% +2,404 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 14,401 shares; 2025Q1: 14,011 shares; 2025Q2: 15,193 shares 15,193 $2.25M 0.02% +1,182 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,995 shares; 2024Q4: 22,789 shares; 2025Q1: 21,858 shares; 2025Q2: 21,371 shares 21,371 $2.23M 0.02% -487 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 8,779 shares; 2025Q1: 5,357 shares; 2025Q2: 26,586 shares 26,586 $2.22M 0.02% +21,229 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,694 shares; 2024Q4: 22,881 shares; 2025Q1: 21,229 shares; 2025Q2: 22,292 shares 22,292 $2.21M 0.02% +1,063 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,844 shares; 2024Q4: 11,512 shares; 2025Q1: 11,007 shares; 2025Q2: 10,518 shares 10,518 $2.19M 0.02% -489 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,988 shares; 2024Q4: 9,396 shares; 2025Q1: 6,392 shares; 2025Q2: 6,834 shares 6,834 $2.19M 0.02% +442 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,199 shares; 2024Q4: 107,167 shares; 2025Q1: 146,401 shares; 2025Q2: 208,987 shares 208,987 $2.19M 0.02% +62,586 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 19,722 shares; 2025Q1: 12,844 shares; 2025Q2: 16,028 shares 16,028 $2.18M 0.02% +3,184 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,819 shares; 2024Q4: 14,700 shares; 2025Q1: 13,382 shares; 2025Q2: 16,251 shares 16,251 $2.18M 0.02% +2,869 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 13,149 shares; 2025Q1: 12,373 shares; 2025Q2: 12,593 shares 12,593 $2.18M 0.02% +220 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 15,294 shares; 2025Q1: 5,806 shares; 2025Q2: 5,635 shares 5,635 $2.18M 0.02% -171 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,379 shares; 2024Q4: 61,049 shares; 2025Q1: 46,901 shares; 2025Q2: 47,947 shares 47,947 $2.17M 0.02% +1,046 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,117 shares; 2024Q4: 25,941 shares; 2025Q1: 25,942 shares; 2025Q2: 25,961 shares 25,961 $2.16M 0.02% +19 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 5,988 shares; 2025Q1: 16,732 shares; 2025Q2: 16,732 shares 16,732 $2.15M 0.02% 0 Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,948 shares; 2025Q2: 82,785 shares 82,785 $2.13M 0.02% +42,837 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,481 shares; 2024Q4: 232,918 shares; 2025Q1: 107,112 shares; 2025Q2: 94,860 shares 94,860 $2.12M 0.02% -12,252 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,417 shares; 2024Q4: 20,925 shares; 2025Q1: 19,204 shares; 2025Q2: 17,610 shares 17,610 $2.12M 0.02% -1,594 Timeline JNEU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,097 shares 75,097 $2.11M 0.02% new Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,910 shares; 2025Q1: 148,284 shares; 2025Q2: 169,711 shares 169,711 $2.1M 0.02% +21,427 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,172 shares; 2024Q4: 14,152 shares; 2025Q1: 14,015 shares; 2025Q2: 17,616 shares 17,616 $2.1M 0.02% +3,601 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,531 shares; 2024Q4: 14,373 shares; 2025Q1: 15,315 shares; 2025Q2: 16,945 shares 16,945 $2.09M 0.02% +1,630 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,584 shares; 2024Q4: 70,976 shares; 2025Q1: 17,188 shares; 2025Q2: 19,367 shares 19,367 $2.05M 0.01% +2,179 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,743 shares; 2024Q4: 181,846 shares; 2025Q1: 180,818 shares; 2025Q2: 180,715 shares 180,715 $2.04M 0.01% -103 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,616 shares; 2024Q4: 6,361 shares; 2025Q1: 5,533 shares; 2025Q2: 5,119 shares 5,119 $1.99M 0.01% -414 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 12,761 shares; 2025Q1: 9,149 shares; 2025Q2: 9,708 shares 9,708 $1.99M 0.01% +559 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,759 shares; 2024Q4: 31,253 shares; 2025Q1: 30,910 shares; 2025Q2: 31,834 shares 31,834 $1.99M 0.01% +924 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,924 shares; 2025Q1: 1,839 shares; 2025Q2: 1,926 shares 1,926 $1.98M 0.01% +87 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,739 shares; 2024Q4: 36,940 shares; 2025Q1: 11,595 shares; 2025Q2: 11,710 shares 11,710 $1.97M 0.01% +115 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,259 shares; 2025Q1: 11,281 shares; 2025Q2: 14,974 shares 14,974 $1.94M 0.01% +3,693 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,536 shares; 2024Q4: 28,517 shares; 2025Q1: 18,368 shares; 2025Q2: 20,978 shares 20,978 $1.91M 0.01% +2,610 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,081 shares; 2024Q4: 33,929 shares; 2025Q1: 38,182 shares; 2025Q2: 38,026 shares 38,026 $1.91M 0.01% -156 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,831 shares; 2024Q4: 81,965 shares; 2025Q1: 76,324 shares; 2025Q2: 68,211 shares 68,211 $1.91M 0.01% -8,113 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 6,516 shares; 2025Q1: 4,363 shares; 2025Q2: 4,975 shares 4,975 $1.88M 0.01% +612 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 6,631 shares; 2025Q1: 5,703 shares; 2025Q2: 5,661 shares 5,661 $1.88M 0.01% -42 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,305 shares; 2025Q1: 1,964 shares; 2025Q2: 2,082 shares 2,082 $1.87M 0.01% +118 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 9,051 shares; 2025Q1: 8,184 shares; 2025Q2: 8,496 shares 8,496 $1.86M 0.01% +312 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,837 shares; 2024Q4: 110,384 shares; 2025Q1: 99,072 shares; 2025Q2: 84,127 shares 84,127 $1.85M 0.01% -14,945 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,002 shares; 2024Q4: 143,002 shares; 2025Q1: 154,610 shares; 2025Q2: 155,235 shares 155,235 $1.83M 0.01% +625 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,637 shares; 2024Q4: 64,039 shares; 2025Q1: 71,609 shares; 2025Q2: 77,853 shares 77,853 $1.83M 0.01% +6,244 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,371 shares; 2024Q4: 11,382 shares; 2025Q1: 11,405 shares; 2025Q2: 15,119 shares 15,119 $1.83M 0.01% +3,714 Timeline MARU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,633 shares; 2025Q2: 70,969 shares 70,969 $1.83M 0.01% -2,664 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 12,910 shares; 2025Q1: 5,200 shares; 2025Q2: 5,568 shares 5,568 $1.82M 0.01% +368 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,719 shares; 2024Q4: 10,719 shares; 2025Q1: 10,635 shares; 2025Q2: 17,916 shares 17,916 $1.81M 0.01% +7,281 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,521 shares; 2024Q4: 9,291 shares; 2025Q1: 9,379 shares; 2025Q2: 9,933 shares 9,933 $1.81M 0.01% +554 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,684 shares; 2024Q4: 9,067 shares; 2025Q1: 8,402 shares; 2025Q2: 9,756 shares 9,756 $1.79M 0.01% +1,354 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,299 shares; 2024Q4: 14,382 shares; 2025Q1: 16,590 shares; 2025Q2: 16,602 shares 16,602 $1.78M 0.01% +12 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,864 shares; 2024Q4: 13,597 shares; 2025Q1: 24,194 shares; 2025Q2: 29,014 shares 29,014 $1.78M 0.01% +4,820 Timeline FVD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,492 shares; 2024Q4: 38,859 shares; 2025Q1: 35,941 shares; 2025Q2: 39,571 shares 39,571 $1.77M 0.01% +3,630 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,224 shares; 2024Q4: 15,911 shares; 2025Q1: 15,934 shares; 2025Q2: 16,751 shares 16,751 $1.77M 0.01% +817 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 6,076 shares; 2025Q1: 5,490 shares; 2025Q2: 5,629 shares 5,629 $1.76M 0.01% +139 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,026 shares; 2024Q4: 49,809 shares; 2025Q1: 46,240 shares; 2025Q2: 42,542 shares 42,542 $1.76M 0.01% -3,698 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,633 shares; 2024Q4: 27,611 shares; 2025Q1: 12,137 shares; 2025Q2: 13,588 shares 13,588 $1.75M 0.01% +1,451 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,188 shares; 2024Q4: 162,015 shares; 2025Q1: 160,548 shares; 2025Q2: 160,297 shares 160,297 $1.75M 0.01% -251 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,743 shares; 2024Q4: 38,002 shares; 2025Q1: 24,129 shares; 2025Q2: 24,527 shares 24,527 $1.74M 0.01% +398 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,870 shares; 2025Q1: 35,071 shares; 2025Q2: 35,336 shares 35,336 $1.74M 0.01% +265 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,977 shares; 2024Q4: 14,242 shares; 2025Q1: 9,821 shares; 2025Q2: 9,332 shares 9,332 $1.74M 0.01% -489 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,421 shares; 2024Q4: 19,686 shares; 2025Q1: 17,607 shares; 2025Q2: 19,913 shares 19,913 $1.7M 0.01% +2,306 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,184 shares; 2024Q4: 7,837 shares; 2025Q1: 5,993 shares; 2025Q2: 6,770 shares 6,770 $1.7M 0.01% +777 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 4,618 shares; 2025Q1: 4,655 shares; 2025Q2: 5,802 shares 5,802 $1.69M 0.01% +1,147 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 15,505 shares; 2025Q1: 15,654 shares; 2025Q2: 17,084 shares 17,084 $1.69M 0.01% +1,430 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,484 shares; 2024Q4: 73,966 shares; 2025Q1: 62,210 shares; 2025Q2: 38,758 shares 38,758 $1.67M 0.01% -23,452 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,236 shares; 2024Q4: 26,289 shares; 2025Q1: 20,942 shares; 2025Q2: 23,181 shares 23,181 $1.66M 0.01% +2,239 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,256 shares; 2025Q2: 61,672 shares 61,672 $1.64M 0.01% +3,416 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,350 shares; 2024Q4: 31,232 shares; 2025Q1: 26,246 shares; 2025Q2: 31,378 shares 31,378 $1.63M 0.01% +5,132 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,351 shares; 2024Q4: 37,579 shares; 2025Q1: 38,429 shares; 2025Q2: 41,262 shares 41,262 $1.62M 0.01% +2,833 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 3,271 shares; 2025Q1: 3,157 shares; 2025Q2: 3,188 shares 3,188 $1.6M 0.01% +31 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,298 shares; 2025Q1: 27,581 shares; 2025Q2: 28,210 shares 28,210 $1.6M 0.01% +629 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,330 shares; 2024Q4: 34,775 shares; 2025Q1: 34,073 shares; 2025Q2: 36,626 shares 36,626 $1.59M 0.01% +2,553 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,427 shares; 2025Q1: 3,434 shares; 2025Q2: 14,300 shares 14,300 $1.57M 0.01% +10,866 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,368 shares; 2024Q4: 28,315 shares; 2025Q1: 26,110 shares; 2025Q2: 24,939 shares 24,939 $1.57M 0.01% -1,171 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,639 shares; 2025Q1: 19,125 shares; 2025Q2: 61,295 shares 61,295 $1.56M 0.01% +42,170 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 14,363 shares; 2025Q1: 13,858 shares; 2025Q2: 13,231 shares 13,231 $1.53M 0.01% -627 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,847 shares; 2024Q4: 37,129 shares; 2025Q1: 30,648 shares; 2025Q2: 32,433 shares 32,433 $1.52M 0.01% +1,785 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,976 shares; 2024Q4: 83,986 shares; 2025Q1: 42,664 shares; 2025Q2: 46,154 shares 46,154 $1.51M 0.01% +3,490 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,498 shares; 2024Q4: 120,040 shares; 2025Q1: 31,352 shares; 2025Q2: 30,529 shares 30,529 $1.5M 0.01% -823 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,470 shares; 2024Q4: 29,672 shares; 2025Q1: 23,778 shares; 2025Q2: 26,683 shares 26,683 $1.5M 0.01% +2,905 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,403 shares; 2024Q4: 18,341 shares; 2025Q1: 16,233 shares; 2025Q2: 20,087 shares 20,087 $1.5M 0.01% +3,854 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,629 shares; 2024Q4: 24,933 shares; 2025Q1: 24,777 shares; 2025Q2: 24,430 shares 24,430 $1.49M 0.01% -347 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,719 shares; 2024Q4: 29,359 shares; 2025Q1: 23,344 shares; 2025Q2: 28,409 shares 28,409 $1.49M 0.01% +5,065 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,804 shares; 2024Q4: 29,039 shares; 2025Q1: 29,372 shares; 2025Q2: 23,518 shares 23,518 $1.48M 0.01% -5,854 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,947 shares; 2024Q4: 19,880 shares; 2025Q1: 10,534 shares; 2025Q2: 12,374 shares 12,374 $1.48M 0.01% +1,840 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,905 shares; 2024Q4: 28,928 shares; 2025Q1: 7,837 shares; 2025Q2: 7,879 shares 7,879 $1.48M 0.01% +42 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,981 shares; 2024Q4: 49,015 shares; 2025Q1: 49,015 shares; 2025Q2: 49,015 shares 49,015 $1.48M 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,079 shares; 2024Q4: 20,177 shares; 2025Q1: 13,450 shares; 2025Q2: 14,580 shares 14,580 $1.47M 0.01% +1,130 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,207 shares; 2024Q4: 22,726 shares; 2025Q1: 7,650 shares; 2025Q2: 7,543 shares 7,543 $1.46M 0.01% -107 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,119 shares; 2024Q4: 14,411 shares; 2025Q1: 15,148 shares; 2025Q2: 24,929 shares 24,929 $1.45M 0.01% +9,781 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,858 shares; 2024Q4: 17,995 shares; 2025Q1: 16,216 shares; 2025Q2: 19,401 shares 19,401 $1.45M 0.01% +3,185 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,279 shares; 2024Q4: 22,365 shares; 2025Q1: 13,743 shares; 2025Q2: 14,630 shares 14,630 $1.44M 0.01% +887 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,211 shares; 2024Q4: 17,014 shares; 2025Q1: 6,181 shares; 2025Q2: 6,882 shares 6,882 $1.44M 0.01% +701 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,571 shares; 2024Q4: 16,708 shares; 2025Q1: 16,606 shares; 2025Q2: 23,683 shares 23,683 $1.44M 0.01% +7,077 Timeline PRF 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,256 shares; 2024Q4: 39,643 shares; 2025Q1: 37,316 shares; 2025Q2: 33,982 shares 33,982 $1.44M 0.01% -3,334 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,981 shares; 2024Q4: 9,175 shares; 2025Q1: 9,559 shares; 2025Q2: 9,830 shares 9,830 $1.43M 0.01% +271 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,445 shares; 2024Q4: 32,588 shares; 2025Q1: 23,237 shares; 2025Q2: 32,801 shares 32,801 $1.42M 0.01% +9,564 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,672 shares; 2024Q4: 11,779 shares; 2025Q1: 10,977 shares; 2025Q2: 12,452 shares 12,452 $1.42M 0.01% +1,475 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,570 shares; 2024Q4: 16,053 shares; 2025Q1: 16,370 shares; 2025Q2: 19,932 shares 19,932 $1.41M 0.01% +3,562 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,720 shares; 2024Q4: 67,746 shares; 2025Q1: 59,426 shares; 2025Q2: 48,088 shares 48,088 $1.41M 0.01% -11,338 Timeline PRFZ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,982 shares; 2024Q4: 36,008 shares; 2025Q1: 36,269 shares; 2025Q2: 34,517 shares 34,517 $1.4M 0.01% -1,752 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,840 shares; 2025Q1: 67,767 shares; 2025Q2: 61,303 shares 61,303 $1.4M 0.01% -6,464 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,125 shares; 2024Q4: 7,731 shares; 2025Q1: 7,334 shares; 2025Q2: 10,087 shares 10,087 $1.39M 0.01% +2,753 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,700 shares; 2024Q4: 45,825 shares; 2025Q1: 12,462 shares; 2025Q2: 19,671 shares 19,671 $1.37M 0.01% +7,209 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,640 shares; 2024Q4: 47,605 shares; 2025Q1: 10,203 shares; 2025Q2: 10,801 shares 10,801 $1.37M 0.01% +598 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,996 shares; 2024Q4: 25,587 shares; 2025Q1: 26,396 shares; 2025Q2: 30,024 shares 30,024 $1.36M 0.01% +3,628 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,166 shares; 2024Q4: 19,460 shares; 2025Q1: 11,590 shares; 2025Q2: 12,553 shares 12,553 $1.35M 0.01% +963 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,567 shares 28,567 $1.33M 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 7,582 shares; 2025Q1: 6,772 shares; 2025Q2: 8,002 shares 8,002 $1.33M 0.01% +1,230 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,977 shares; 2024Q4: 21,861 shares; 2025Q1: 25,706 shares; 2025Q2: 22,160 shares 22,160 $1.33M 0.01% -3,546 Timeline AUGU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,090 shares 48,090 $1.31M 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,577 shares; 2024Q4: 17,927 shares; 2025Q1: 13,594 shares; 2025Q2: 21,249 shares 21,249 $1.3M 0.01% +7,655 MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,336 shares; 2024Q4: 25,488 shares; 2025Q1: 14,597 shares; 2025Q2: 16,146 shares 16,146 $1.3M 0.01% +1,549 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,994 shares; 2024Q4: 33,701 shares; 2025Q1: 32,483 shares; 2025Q2: 32,620 shares 32,620 $1.29M 0.01% +137 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,230 shares; 2024Q4: 10,651 shares; 2025Q1: 10,391 shares; 2025Q2: 9,699 shares 9,699 $1.29M 0.01% -692 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,310 shares; 2024Q4: 13,273 shares; 2025Q1: 8,106 shares; 2025Q2: 7,944 shares 7,944 $1.28M 0.01% -162 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,555 shares; 2025Q1: 4,973 shares; 2025Q2: 5,217 shares 5,217 $1.27M 0.01% +244 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,582 shares 20,582 $1.27M 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,916 shares; 2024Q4: 26,171 shares; 2025Q1: 25,925 shares; 2025Q2: 25,930 shares 25,930 $1.27M 0.01% +5 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,410 shares; 2024Q4: 15,813 shares; 2025Q1: 15,828 shares; 2025Q2: 15,589 shares 15,589 $1.25M 0.01% -239 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,664 shares; 2024Q4: 7,550 shares; 2025Q1: 6,384 shares; 2025Q2: 9,505 shares 9,505 $1.25M 0.01% +3,121 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,523 shares; 2024Q4: 48,930 shares; 2025Q1: 44,453 shares; 2025Q2: 36,152 shares 36,152 $1.25M 0.01% -8,301 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,312 shares; 2024Q4: 14,102 shares; 2025Q1: 12,734 shares; 2025Q2: 13,697 shares 13,697 $1.25M 0.01% +963 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,079 shares; 2024Q4: 117,722 shares; 2025Q1: 49,210 shares; 2025Q2: 23,473 shares 23,473 $1.24M 0.01% -25,737 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,821 shares; 2025Q1: 1,910 shares; 2025Q2: 2,421 shares 2,421 $1.23M 0.01% +511 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,499 shares; 2024Q4: 39,239 shares; 2025Q1: 37,552 shares; 2025Q2: 40,723 shares 40,723 $1.23M 0.01% +3,171 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,567 shares; 2024Q4: 24,407 shares; 2025Q1: 28,296 shares; 2025Q2: 29,308 shares 29,308 $1.23M 0.01% +1,012 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,789 shares; 2024Q4: 20,184 shares; 2025Q1: 16,574 shares; 2025Q2: 19,571 shares 19,571 $1.23M 0.01% +2,997 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,128 shares; 2024Q4: 10,184 shares; 2025Q1: 7,029 shares; 2025Q2: 9,546 shares 9,546 $1.23M 0.01% +2,517 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,559 shares; 2024Q4: 7,527 shares; 2025Q1: 7,461 shares; 2025Q2: 7,518 shares 7,518 $1.22M 0.01% +57 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,236 shares; 2024Q4: 84,590 shares; 2025Q1: 22,134 shares; 2025Q2: 24,821 shares 24,821 $1.22M 0.01% +2,687 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,344 shares; 2024Q4: 13,245 shares; 2025Q1: 13,749 shares; 2025Q2: 16,606 shares 16,606 $1.22M 0.01% +2,857 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,327 shares; 2025Q1: 2,924 shares; 2025Q2: 4,984 shares 4,984 $1.22M 0.01% +2,060 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 12,539 shares; 2025Q1: 11,747 shares; 2025Q2: 12,759 shares 12,759 $1.21M 0.01% +1,012 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,889 shares; 2024Q4: 54,072 shares; 2025Q1: 14,871 shares; 2025Q2: 16,315 shares 16,315 $1.21M 0.01% +1,444 Timeline JEPQ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,895 shares; 2025Q1: 22,411 shares; 2025Q2: 22,211 shares 22,211 $1.21M 0.01% -200 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,754 shares; 2025Q1: 88,542 shares; 2025Q2: 89,067 shares 89,067 $1.2M 0.01% +525 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,025 shares; 2024Q4: 29,808 shares; 2025Q1: 27,114 shares; 2025Q2: 25,889 shares 25,889 $1.19M 0.01% -1,225 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,173 shares; 2024Q4: 17,144 shares; 2025Q1: 17,156 shares; 2025Q2: 15,009 shares 15,009 $1.19M 0.01% -2,147 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,063 shares; 2024Q4: 34,718 shares; 2025Q1: 34,738 shares; 2025Q2: 34,417 shares 34,417 $1.19M 0.01% -321 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,742 shares; 2024Q4: 90,742 shares; 2025Q1: 90,742 shares; 2025Q2: 90,742 shares 90,742 $1.19M 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,982 shares; 2024Q4: 10,239 shares; 2025Q1: 5,771 shares; 2025Q2: 4,614 shares 4,614 $1.18M 0.01% -1,157 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 873 shares; 2025Q1: 753 shares; 2025Q2: 771 shares 771 $1.17M 0.01% +18 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,746 shares; 2024Q4: 74,746 shares; 2025Q1: 61,151 shares; 2025Q2: 47,563 shares 47,563 $1.17M 0.01% -13,588 URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,401 shares; 2025Q1: 1,313 shares; 2025Q2: 1,534 shares 1,534 $1.16M 0.01% +221 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,609 shares; 2024Q4: 16,311 shares; 2025Q1: 14,568 shares; 2025Q2: 16,412 shares 16,412 $1.16M 0.01% +1,844 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,118 shares; 2024Q4: 13,208 shares; 2025Q1: 13,212 shares; 2025Q2: 13,463 shares 13,463 $1.15M 0.01% +251 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: 6,214 shares; 2025Q1: 4,353 shares; 2025Q2: 5,224 shares 5,224 $1.15M 0.01% +871 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,852 shares; 2025Q1: 10,134 shares; 2025Q2: 43,725 shares 43,725 $1.15M 0.01% +33,591 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,106 shares; 2024Q4: 9,808 shares; 2025Q1: 9,548 shares; 2025Q2: 11,433 shares 11,433 $1.15M 0.01% +1,885 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,282 shares; 2024Q4: 186,018 shares; 2025Q1: 42,482 shares; 2025Q2: 56,049 shares 56,049 $1.15M 0.01% +13,567 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,659 shares; 2024Q4: 89,644 shares; 2025Q1: 11,581 shares; 2025Q2: 13,018 shares 13,018 $1.13M 0.01% +1,437 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,180 shares; 2025Q1: 16,269 shares; 2025Q2: 16,278 shares 16,278 $1.13M 0.01% +9 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 9,457 shares; 2025Q1: 9,891 shares; 2025Q2: 9,987 shares 9,987 $1.12M 0.01% +96 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,309 shares; 2024Q4: 10,796 shares; 2025Q1: 3,871 shares; 2025Q2: 4,344 shares 4,344 $1.12M 0.01% +473 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,033 shares; 2024Q4: 6,650 shares; 2025Q1: 2,188 shares; 2025Q2: 2,515 shares 2,515 $1.12M 0.01% +327 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,004 shares; 2024Q4: 19,221 shares; 2025Q1: 19,229 shares; 2025Q2: 23,391 shares 23,391 $1.12M 0.01% +4,162 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,913 shares; 2024Q4: 18,368 shares; 2025Q1: 18,632 shares; 2025Q2: 18,923 shares 18,923 $1.11M 0.01% +291 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,802 shares; 2024Q4: 18,300 shares; 2025Q1: 16,624 shares; 2025Q2: 19,240 shares 19,240 $1.11M 0.01% +2,616 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,880 shares; 2024Q4: 56,373 shares; 2025Q1: 52,035 shares; 2025Q2: 44,122 shares 44,122 $1.1M 0.01% -7,913 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 3,401 shares; 2025Q1: 3,365 shares; 2025Q2: 3,545 shares 3,545 $1.1M 0.01% +180 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 3,581 shares; 2025Q1: 3,302 shares; 2025Q2: 3,489 shares 3,489 $1.1M 0.01% +187 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,014 shares; 2024Q4: 33,256 shares; 2025Q1: 30,799 shares; 2025Q2: 26,088 shares 26,088 $1.08M 0.01% -4,711 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,207 shares; 2024Q4: 18,924 shares; 2025Q1: 19,427 shares; 2025Q2: 20,685 shares 20,685 $1.08M 0.01% +1,258 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,793 shares; 2024Q4: 19,438 shares; 2025Q1: 19,044 shares; 2025Q2: 20,572 shares 20,572 $1.08M 0.01% +1,528 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,432 shares 16,432 $1.08M 0.01% new Timeline FTCS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,410 shares; 2024Q4: 9,800 shares; 2025Q1: 11,045 shares; 2025Q2: 11,771 shares 11,771 $1.07M 0.01% +726 Timeline