VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982,032 shares; 2024Q4: 3,208,919 shares; 2025Q1: 3,458,636 shares; 2025Q2: 3,555,236 shares; 2025Q3: 3,647,344 shares 3,647,344 $1.2B 7.3% +92,108 Timeline SFGV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,619,549 shares; 2025Q2: 33,727,130 shares; 2025Q3: 32,130,783 shares 32,130,783 $999M 6.09% -1,596,347 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,912,672 shares; 2024Q4: 4,119,380 shares; 2025Q1: 5,051,836 shares; 2025Q2: 5,549,414 shares; 2025Q3: 5,840,747 shares 5,840,747 $482M 2.94% +291,333 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097,588 shares; 2024Q4: 2,150,204 shares; 2025Q1: 2,244,064 shares; 2025Q2: 2,393,538 shares; 2025Q3: 2,455,031 shares 2,455,031 $458M 2.79% +61,493 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337,633 shares; 2024Q4: 1,451,595 shares; 2025Q1: 1,516,003 shares; 2025Q2: 1,592,873 shares; 2025Q3: 1,667,078 shares 1,667,078 $424M 2.59% +74,205 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,875 shares; 2024Q4: 620,356 shares; 2025Q1: 682,974 shares; 2025Q2: 728,783 shares; 2025Q3: 769,950 shares 769,950 $399M 2.43% +41,167 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316,670 shares; 2024Q4: 3,272,006 shares; 2025Q1: 3,247,550 shares; 2025Q2: 3,283,557 shares; 2025Q3: 3,180,226 shares 3,180,226 $383M 2.34% -103,331 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,261,045 shares; 2025Q2: 5,403,637 shares; 2025Q3: 5,744,635 shares 5,744,635 $333M 2.03% +340,998 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,822,146 shares; 2024Q4: 4,944,490 shares; 2025Q1: 5,627,695 shares; 2025Q2: 6,662,285 shares; 2025Q3: 7,007,237 shares 7,007,237 $321M 1.96% +344,952 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 211,114 shares; 2025Q1: 3,176,770 shares; 2025Q2: 3,154,064 shares; 2025Q3: 3,312,431 shares 3,312,431 $265M 1.61% +158,367 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100,273 shares; 2024Q4: 938,250 shares; 2025Q1: 1,068,948 shares; 2025Q2: 1,111,807 shares; 2025Q3: 1,158,785 shares 1,158,785 $254M 1.55% +46,978 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 323,777 shares; 2025Q1: 2,558,043 shares; 2025Q2: 2,532,898 shares; 2025Q3: 2,741,955 shares 2,741,955 $216M 1.32% +209,057 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637,431 shares; 2024Q4: 1,781,776 shares; 2025Q1: 2,159,182 shares; 2025Q2: 2,695,517 shares; 2025Q3: 4,609,570 shares 4,609,570 $214M 1.3% +1,914,053 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,245 shares; 2024Q4: 549,969 shares; 2025Q1: 557,603 shares; 2025Q2: 614,611 shares; 2025Q3: 626,802 shares 626,802 $207M 1.26% +12,191 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,583,787 shares; 2024Q4: 2,986,289 shares; 2025Q1: 3,556,648 shares; 2025Q2: 4,528,515 shares; 2025Q3: 7,627,847 shares 7,627,847 $205M 1.25% +3,099,332 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383,547 shares; 2024Q4: 1,508,807 shares; 2025Q1: 1,805,801 shares; 2025Q2: 2,256,451 shares; 2025Q3: 3,788,082 shares 3,788,082 $202M 1.23% +1,531,631 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023,495 shares; 2024Q4: 1,312,902 shares; 2025Q1: 1,577,162 shares; 2025Q2: 1,674,873 shares; 2025Q3: 1,704,780 shares 1,704,780 $182M 1.11% +29,907 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265,639 shares; 2024Q4: 1,299,226 shares; 2025Q1: 1,124,773 shares; 2025Q2: 1,325,997 shares; 2025Q3: 1,293,324 shares 1,293,324 $179M 1.09% -32,673 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,274 shares; 2024Q4: 459,960 shares; 2025Q1: 447,351 shares; 2025Q2: 478,370 shares; 2025Q3: 483,951 shares 483,951 $172M 1.05% +5,581 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,560 shares; 2024Q4: 359,058 shares; 2025Q1: 350,230 shares; 2025Q2: 332,120 shares; 2025Q3: 3,762,326 shares 3,762,326 $165M 1.01% +3,430,206 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,388 shares; 2024Q4: 173,632 shares; 2025Q1: 189,614 shares; 2025Q2: 210,526 shares; 2025Q3: 224,924 shares 224,924 $165M 1.01% +14,398 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186,364 shares; 2024Q4: 1,472,650 shares; 2025Q1: 4,207,753 shares; 2025Q2: 4,632,242 shares; 2025Q3: 4,887,858 shares 4,887,858 $157M 0.96% +255,616 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,352 shares; 2024Q4: 364,769 shares; 2025Q1: 4,319,252 shares; 2025Q2: 4,384,277 shares; 2025Q3: 4,879,012 shares 4,879,012 $148M 0.9% +494,735 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,718 shares; 2024Q4: 540,093 shares; 2025Q1: 553,827 shares; 2025Q2: 594,959 shares; 2025Q3: 605,962 shares 605,962 $148M 0.9% +11,003 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637,641 shares; 2024Q4: 768,846 shares; 2025Q1: 730,590 shares; 2025Q2: 679,337 shares; 2025Q3: 697,392 shares 697,392 $130M 0.79% +18,055 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,438 shares; 2024Q4: 175,632 shares; 2025Q1: 170,093 shares; 2025Q2: 167,223 shares; 2025Q3: 267,789 shares 267,789 $128M 0.78% +100,566 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,230 shares; 2024Q4: 82,207 shares; 2025Q1: 126,447 shares; 2025Q2: 134,690 shares; 2025Q3: 145,647 shares 145,647 $116M 0.71% +10,957 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,286 shares; 2024Q4: 292,578 shares; 2025Q1: 348,688 shares; 2025Q2: 360,312 shares; 2025Q3: 364,523 shares 364,523 $115M 0.7% +4,211 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,200 shares; 2024Q4: 247,904 shares; 2025Q1: 227,315 shares; 2025Q2: 227,970 shares; 2025Q3: 226,492 shares 226,492 $114M 0.69% -1,478 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,490 shares; 2024Q4: 101,735 shares; 2025Q1: 117,791 shares; 2025Q2: 140,201 shares; 2025Q3: 146,222 shares 146,222 $112M 0.68% +6,021 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,538 shares; 2024Q4: 414,956 shares; 2025Q1: 436,681 shares; 2025Q2: 485,486 shares; 2025Q3: 458,223 shares 458,223 $111M 0.68% -27,263 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,150 shares; 2024Q4: 479,680 shares; 2025Q1: 682,448 shares; 2025Q2: 641,898 shares; 2025Q3: 1,076,919 shares 1,076,919 $108M 0.66% +435,021 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312,630 shares; 2024Q4: 1,316,833 shares; 2025Q1: 1,375,241 shares; 2025Q2: 1,280,673 shares; 2025Q3: 1,393,235 shares 1,393,235 $104M 0.64% +112,562 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700,282 shares; 2025Q2: 1,702,103 shares; 2025Q3: 1,797,735 shares 1,797,735 $103M 0.63% +95,632 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,458 shares; 2024Q4: 533,055 shares; 2025Q1: 545,447 shares; 2025Q2: 606,553 shares; 2025Q3: 615,217 shares 615,217 $103M 0.63% +8,664 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542,942 shares; 2024Q4: 1,473,325 shares; 2025Q1: 1,456,020 shares; 2025Q2: 1,436,823 shares; 2025Q3: 1,410,942 shares 1,410,942 $102M 0.62% -25,881 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,730 shares; 2024Q4: 153,720 shares; 2025Q1: 153,333 shares; 2025Q2: 151,998 shares; 2025Q3: 151,309 shares 151,309 $101M 0.61% -689 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,676 shares; 2024Q4: 71,417 shares; 2025Q1: 870,178 shares; 2025Q2: 939,279 shares; 2025Q3: 1,001,576 shares 1,001,576 $99.7M 0.61% +62,297 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,936 shares; 2024Q4: not reported; 2025Q1: 470,084 shares; 2025Q2: 470,289 shares; 2025Q3: 471,018 shares 471,018 $95.1M 0.58% +729 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507,902 shares; 2024Q4: 1,604,855 shares; 2025Q1: 1,842,584 shares; 2025Q2: 2,335,453 shares; 2025Q3: 2,528,404 shares 2,528,404 $91.9M 0.56% +192,951 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,446 shares; 2024Q4: 121,211 shares; 2025Q1: 125,429 shares; 2025Q2: 170,951 shares; 2025Q3: 176,626 shares 176,626 $84.3M 0.51% +5,675 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524,543 shares; 2024Q4: 1,535,947 shares; 2025Q1: 1,611,562 shares; 2025Q2: 1,628,647 shares; 2025Q3: 1,626,620 shares 1,626,620 $81.4M 0.5% -2,027 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,728 shares; 2024Q4: 217,000 shares; 2025Q1: 220,176 shares; 2025Q2: 231,510 shares; 2025Q3: 237,420 shares 237,420 $81.1M 0.49% +5,910 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,158 shares; 2024Q4: 620,923 shares; 2025Q1: 616,026 shares; 2025Q2: 615,210 shares; 2025Q3: 585,621 shares 585,621 $80.7M 0.49% -29,589 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691,596 shares; 2024Q4: 728,090 shares; 2025Q1: 725,508 shares; 2025Q2: 755,828 shares; 2025Q3: 772,302 shares 772,302 $79.6M 0.49% +16,474 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783,693 shares; 2024Q4: 798,090 shares; 2025Q1: 1,014,429 shares; 2025Q2: 1,261,350 shares; 2025Q3: 1,295,374 shares 1,295,374 $75.4M 0.46% +34,024 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,009 shares; 2024Q4: 68,976 shares; 2025Q1: 70,068 shares; 2025Q2: 75,561 shares; 2025Q3: 79,754 shares 79,754 $73.8M 0.45% +4,193 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,617 shares; 2024Q4: 534,179 shares; 2025Q1: 519,462 shares; 2025Q2: 630,609 shares; 2025Q3: 648,660 shares 648,660 $73.1M 0.45% +18,051 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,119 shares; 2024Q4: 127,845 shares; 2025Q1: 156,165 shares; 2025Q2: 170,616 shares; 2025Q3: 177,021 shares 177,021 $71.7M 0.44% +6,405 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868,939 shares; 2024Q4: 935,681 shares; 2025Q1: 949,474 shares; 2025Q2: 1,028,123 shares; 2025Q3: 575,028 shares 575,028 $68.3M 0.42% -453,095 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,070 shares; 2024Q4: 525,282 shares; 2025Q1: 525,353 shares; 2025Q2: 525,500 shares; 2025Q3: 526,999 shares 526,999 $67.6M 0.41% +1,499 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,153 shares; 2024Q4: 99,954 shares; 2025Q1: 105,720 shares; 2025Q2: 104,786 shares; 2025Q3: 107,365 shares 107,365 $64.5M 0.39% +2,579 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,143 shares; 2024Q4: 260,293 shares; 2025Q1: 250,446 shares; 2025Q2: 257,097 shares; 2025Q3: 260,857 shares 260,857 $61.8M 0.38% +3,760 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,362 shares; 2024Q4: 211,889 shares; 2025Q1: 210,135 shares; 2025Q2: 218,595 shares; 2025Q3: 218,522 shares 218,522 $61.5M 0.37% -73 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,073 shares; 2024Q4: 85,448 shares; 2025Q1: 88,916 shares; 2025Q2: 88,345 shares; 2025Q3: 89,226 shares 89,226 $59.7M 0.36% +881 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,988 shares; 2024Q4: not reported; 2025Q1: 562,920 shares; 2025Q2: 562,943 shares; 2025Q3: 563,590 shares 563,590 $58.5M 0.36% +647 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,805 shares; 2024Q4: 20,469 shares; 2025Q1: 192,134 shares; 2025Q2: 249,241 shares; 2025Q3: 266,822 shares 266,822 $57.6M 0.35% +17,581 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,763 shares; 2024Q4: 49,693 shares; 2025Q1: 51,390 shares; 2025Q2: 108,256 shares; 2025Q3: 153,756 shares 153,756 $57.5M 0.35% +45,500 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,491,259 shares; 2025Q2: 1,507,162 shares; 2025Q3: 1,563,190 shares 1,563,190 $56.9M 0.35% +56,028 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 580,604 shares; 2025Q2: 599,107 shares; 2025Q3: 635,846 shares 635,846 $56.6M 0.35% +36,739 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,233 shares; 2024Q4: 626,694 shares; 2025Q1: 1,087,885 shares; 2025Q2: 913,767 shares; 2025Q3: 930,638 shares 930,638 $55.8M 0.34% +16,871 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,579 shares; 2024Q4: 173,932 shares; 2025Q1: 179,625 shares; 2025Q2: 189,838 shares; 2025Q3: 195,251 shares 195,251 $55.1M 0.34% +5,413 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776,346 shares; 2024Q4: 919,350 shares; 2025Q1: 807,058 shares; 2025Q2: 804,786 shares; 2025Q3: 800,272 shares 800,272 $54.9M 0.33% -4,514 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,630 shares; 2025Q1: 65,781 shares; 2025Q2: 94,949 shares; 2025Q3: 126,470 shares 126,470 $52.4M 0.32% +31,521 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,282 shares; 2024Q4: 292,620 shares; 2025Q1: 317,814 shares; 2025Q2: 331,477 shares; 2025Q3: 335,417 shares 335,417 $51.5M 0.31% +3,940 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,517 shares; 2024Q4: 272,691 shares; 2025Q1: 296,408 shares; 2025Q2: 316,485 shares; 2025Q3: 330,276 shares 330,276 $48.7M 0.3% +13,791 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,878 shares; 2024Q4: 644,235 shares; 2025Q1: 747,440 shares; 2025Q2: 813,224 shares; 2025Q3: 936,179 shares 936,179 $48.3M 0.29% +122,955 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,092 shares; 2025Q1: 30,032 shares; 2025Q2: 33,657 shares; 2025Q3: 40,983 shares 40,983 $47.8M 0.29% +7,326 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,279 shares; 2024Q4: 198,678 shares; 2025Q1: 193,591 shares; 2025Q2: 194,094 shares; 2025Q3: 234,335 shares 234,335 $47.7M 0.29% +40,241 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424,525 shares; 2024Q4: 1,399,696 shares; 2025Q1: 1,400,543 shares; 2025Q2: 1,434,945 shares; 2025Q3: 1,454,150 shares 1,454,150 $47.4M 0.29% +19,205 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,764 shares; 2024Q4: 216,787 shares; 2025Q1: 238,858 shares; 2025Q2: 350,431 shares; 2025Q3: 353,767 shares 353,767 $47.4M 0.29% +3,336 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,933 shares; 2024Q4: 98,837 shares; 2025Q1: 152,602 shares; 2025Q2: 107,359 shares; 2025Q3: 134,001 shares 134,001 $46.4M 0.28% +26,642 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,536 shares; 2024Q4: 82,932 shares; 2025Q1: 88,671 shares; 2025Q2: 100,570 shares; 2025Q3: 103,994 shares 103,994 $46.2M 0.28% +3,424 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,582 shares; 2024Q4: 143,836 shares; 2025Q1: 149,061 shares; 2025Q2: 157,027 shares; 2025Q3: 160,646 shares 160,646 $45.3M 0.28% +3,619 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,725 shares; 2024Q4: 175,122 shares; 2025Q1: 177,269 shares; 2025Q2: 187,267 shares; 2025Q3: 194,789 shares 194,789 $43M 0.26% +7,522 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,206 shares; 2024Q4: 281,728 shares; 2025Q1: 284,808 shares; 2025Q2: 295,368 shares; 2025Q3: 234,910 shares 234,910 $42.9M 0.26% -60,458 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610,755 shares; 2024Q4: 596,126 shares; 2025Q1: 580,968 shares; 2025Q2: 562,435 shares; 2025Q3: 541,077 shares 541,077 $42.4M 0.26% -21,358 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,413 shares; 2024Q4: 135,888 shares; 2025Q1: 144,161 shares; 2025Q2: 145,977 shares; 2025Q3: 144,085 shares 144,085 $41.4M 0.25% -1,892 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,642 shares; 2024Q4: 50,237 shares; 2025Q1: 50,776 shares; 2025Q2: 53,707 shares; 2025Q3: 54,468 shares 54,468 $41.3M 0.25% +761 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,933 shares; 2024Q4: 60,148 shares; 2025Q1: 187,793 shares; 2025Q2: 200,218 shares; 2025Q3: 259,311 shares 259,311 $41.2M 0.25% +59,093 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,244 shares; 2024Q4: 112,885 shares; 2025Q1: 118,423 shares; 2025Q2: 126,369 shares; 2025Q3: 131,210 shares 131,210 $39.9M 0.24% +4,841 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,338 shares; 2024Q4: 80,678 shares; 2025Q1: 116,791 shares; 2025Q2: 121,783 shares; 2025Q3: 127,661 shares 127,661 $39.5M 0.24% +5,878 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,728 shares; 2024Q4: 613,517 shares; 2025Q1: 744,689 shares; 2025Q2: 781,593 shares; 2025Q3: 817,821 shares 817,821 $39.2M 0.24% +36,228 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873,688 shares; 2024Q4: 2,531,164 shares; 2025Q1: 2,534,479 shares; 2025Q2: 1,410,397 shares; 2025Q3: 1,410,417 shares 1,410,417 $37.2M 0.23% +20 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,934 shares; 2024Q4: 58,938 shares; 2025Q1: 256,053 shares; 2025Q2: 448,513 shares; 2025Q3: 468,372 shares 468,372 $36.5M 0.22% +19,859 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,233 shares; 2024Q4: 455,837 shares; 2025Q1: 497,002 shares; 2025Q2: 589,570 shares; 2025Q3: 398,831 shares 398,831 $35.6M 0.22% -190,739 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,431 shares; 2024Q4: 149,015 shares; 2025Q1: 147,715 shares; 2025Q2: 149,202 shares; 2025Q3: 151,177 shares 151,177 $35.5M 0.22% +1,975 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,822 shares; 2024Q4: 198,071 shares; 2025Q1: 514,278 shares; 2025Q2: 585,289 shares; 2025Q3: 541,613 shares 541,613 $35.3M 0.22% -43,676 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,225 shares; 2024Q4: 122,229 shares; 2025Q1: 409,447 shares; 2025Q2: 392,598 shares; 2025Q3: 384,821 shares 384,821 $35.2M 0.21% -7,777 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966,725 shares; 2024Q4: 969,097 shares; 2025Q1: 1,027,196 shares; 2025Q2: 917,089 shares; 2025Q3: 925,302 shares 925,302 $34.9M 0.21% +8,213 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,937 shares; 2024Q4: 493,657 shares; 2025Q1: 1,148,999 shares; 2025Q2: 1,038,933 shares; 2025Q3: 1,078,143 shares 1,078,143 $34.4M 0.21% +39,210 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,441 shares; 2024Q4: 244,359 shares; 2025Q1: 242,467 shares; 2025Q2: 253,324 shares; 2025Q3: 184,786 shares 184,786 $34.3M 0.21% -68,538 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,051 shares; 2024Q4: 92,173 shares; 2025Q1: 169,621 shares; 2025Q2: 188,475 shares; 2025Q3: 193,698 shares 193,698 $33.1M 0.2% +5,223 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,701 shares; 2024Q4: 554,957 shares; 2025Q1: 636,012 shares; 2025Q2: 612,876 shares; 2025Q3: 698,174 shares 698,174 $32.2M 0.2% +85,298 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,741 shares; 2024Q4: 321,796 shares; 2025Q1: 328,160 shares; 2025Q2: 330,159 shares; 2025Q3: 328,589 shares 328,589 $31.4M 0.19% -1,570 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,726 shares; 2024Q4: 479,010 shares; 2025Q1: 475,442 shares; 2025Q2: 458,511 shares; 2025Q3: 455,741 shares 455,741 $31.2M 0.19% -2,770 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,086 shares; 2024Q4: 134,457 shares; 2025Q1: 199,027 shares; 2025Q2: 210,474 shares; 2025Q3: 215,106 shares 215,106 $31.1M 0.19% +4,632 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,592 shares; 2024Q4: 174,493 shares; 2025Q1: 250,312 shares; 2025Q2: 254,899 shares; 2025Q3: 254,480 shares 254,480 $30.7M 0.19% -419 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,793 shares; 2024Q4: 38,267 shares; 2025Q1: 43,822 shares; 2025Q2: 42,753 shares; 2025Q3: 49,152 shares 49,152 $30.1M 0.18% +6,399 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,580 shares; 2024Q4: 78,690 shares; 2025Q1: 78,319 shares; 2025Q2: 80,024 shares; 2025Q3: 80,063 shares 80,063 $29.3M 0.18% +39 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,932 shares; 2024Q4: 151,713 shares; 2025Q1: 155,378 shares; 2025Q2: 153,114 shares; 2025Q3: 152,669 shares 152,669 $29M 0.18% -445 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,610 shares; 2024Q4: 102,127 shares; 2025Q1: 109,855 shares; 2025Q2: 118,434 shares; 2025Q3: 124,096 shares 124,096 $28.3M 0.17% +5,662 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 206,567 shares; 2025Q1: 190,178 shares; 2025Q2: 172,490 shares; 2025Q3: 170,724 shares 170,724 $28.2M 0.17% -1,766 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166,267 shares; 2025Q1: 139,903 shares; 2025Q2: 106,754 shares; 2025Q3: 108,546 shares 108,546 $27.8M 0.17% +1,792 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,505 shares; 2024Q4: 58,220 shares; 2025Q1: 58,739 shares; 2025Q2: 90,063 shares; 2025Q3: 109,203 shares 109,203 $27M 0.16% +19,140 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,446 shares; 2024Q4: 257,011 shares; 2025Q1: 238,789 shares; 2025Q2: 247,126 shares; 2025Q3: 262,890 shares 262,890 $26.7M 0.16% +15,764 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,347 shares; 2024Q4: 66,678 shares; 2025Q1: 73,560 shares; 2025Q2: 76,260 shares; 2025Q3: 87,407 shares 87,407 $26.3M 0.16% +11,147 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,707 shares; 2024Q4: 361,433 shares; 2025Q1: 280,446 shares; 2025Q2: 299,098 shares; 2025Q3: 311,565 shares 311,565 $26.1M 0.16% +12,467 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,672 shares; 2024Q4: 284,703 shares; 2025Q1: 301,572 shares; 2025Q2: 301,255 shares; 2025Q3: 288,514 shares 288,514 $24.2M 0.15% -12,741 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,118 shares; 2024Q4: 130,527 shares; 2025Q1: 134,459 shares; 2025Q2: 138,070 shares; 2025Q3: 152,681 shares 152,681 $23.7M 0.14% +14,611 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315,316 shares; 2024Q4: 1,405,908 shares; 2025Q1: 2,113,677 shares; 2025Q2: 2,878,822 shares; 2025Q3: 546,442 shares 546,442 $23.4M 0.14% -2,332,380 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,249 shares; 2024Q4: 73,589 shares; 2025Q1: 72,690 shares; 2025Q2: 76,057 shares; 2025Q3: 76,500 shares 76,500 $23M 0.14% +443 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,807 shares; 2024Q4: 112,367 shares; 2025Q1: 117,054 shares; 2025Q2: 125,831 shares; 2025Q3: 135,886 shares 135,886 $22.6M 0.14% +10,055 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 889,631 shares 889,631 $22.5M 0.14% new Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 261,980 shares; 2025Q2: 261,856 shares; 2025Q3: 261,927 shares 261,927 $21.9M 0.13% +71 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,316 shares; 2024Q4: 14,074 shares; 2025Q1: 14,696 shares; 2025Q2: 16,846 shares; 2025Q3: 17,780 shares 17,780 $21.3M 0.13% +934 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389,093 shares; 2024Q4: 1,450,093 shares; 2025Q1: 673,833 shares; 2025Q2: 502,402 shares; 2025Q3: 493,431 shares 493,431 $21.2M 0.13% -8,971 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 129,393 shares; 2025Q1: 167,954 shares; 2025Q2: 128,585 shares; 2025Q3: 105,522 shares 105,522 $20.5M 0.13% -23,063 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,342 shares; 2024Q4: 368,908 shares; 2025Q1: 404,406 shares; 2025Q2: 388,473 shares; 2025Q3: 455,979 shares 455,979 $20.4M 0.12% +67,506 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,449 shares; 2024Q4: 69,595 shares; 2025Q1: 76,573 shares; 2025Q2: 79,709 shares; 2025Q3: 84,494 shares 84,494 $19.6M 0.12% +4,785 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,550 shares; 2024Q4: 632,893 shares; 2025Q1: 636,692 shares; 2025Q2: 629,629 shares; 2025Q3: 616,122 shares 616,122 $19.3M 0.12% -13,507 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,419,323 shares; 2025Q1: 1,263,454 shares; 2025Q2: 1,220,918 shares; 2025Q3: 1,177,462 shares 1,177,462 $19.1M 0.12% -43,456 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,955 shares; 2025Q2: 127,152 shares; 2025Q3: 127,295 shares 127,295 $19M 0.12% +143 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,448 shares; 2024Q4: 229,818 shares; 2025Q1: 268,940 shares; 2025Q2: 294,254 shares; 2025Q3: 291,584 shares 291,584 $19M 0.12% -2,670 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,976 shares; 2024Q4: 29,154 shares; 2025Q1: 52,290 shares; 2025Q2: 51,717 shares; 2025Q3: 54,133 shares 54,133 $18.7M 0.11% +2,416 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,810 shares; 2024Q4: 64,240 shares; 2025Q1: 67,340 shares; 2025Q2: 65,871 shares; 2025Q3: 66,626 shares 66,626 $18.6M 0.11% +755 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,562 shares; 2024Q4: 25,485 shares; 2025Q1: 52,033 shares; 2025Q2: 55,181 shares; 2025Q3: 55,354 shares 55,354 $18.4M 0.11% +173 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,781 shares; 2025Q1: 312,848 shares; 2025Q2: 304,709 shares; 2025Q3: 309,400 shares 309,400 $18.2M 0.11% +4,691 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 24 shares 24 $18.1M 0.11% -1 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,027 shares; 2024Q4: 230,396 shares; 2025Q1: 224,915 shares; 2025Q2: 208,088 shares; 2025Q3: 182,396 shares 182,396 $18.1M 0.11% -25,692 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,672 shares; 2024Q4: 469,552 shares; 2025Q1: 499,003 shares; 2025Q2: 438,070 shares; 2025Q3: 455,828 shares 455,828 $17.6M 0.11% +17,758 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,584 shares; 2024Q4: 48,775 shares; 2025Q1: 53,311 shares; 2025Q2: 55,188 shares; 2025Q3: 58,627 shares 58,627 $17.6M 0.11% +3,439 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,290 shares; 2024Q4: 209,181 shares; 2025Q1: 209,308 shares; 2025Q2: 209,560 shares; 2025Q3: 209,643 shares 209,643 $17.4M 0.11% +83 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,708 shares; 2024Q4: 21,868 shares; 2025Q1: 23,348 shares; 2025Q2: 24,846 shares; 2025Q3: 28,313 shares 28,313 $17.4M 0.11% +3,467 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 22,776 shares; 2025Q1: 54,251 shares; 2025Q2: 52,725 shares; 2025Q3: 55,272 shares 55,272 $17M 0.1% +2,547 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,906 shares; 2024Q4: 365,249 shares; 2025Q1: 354,033 shares; 2025Q2: 354,296 shares; 2025Q3: 536,567 shares 536,567 $16.9M 0.1% +182,271 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,015 shares; 2024Q4: 181,253 shares; 2025Q1: 140,404 shares; 2025Q2: 81,670 shares; 2025Q3: 81,022 shares 81,022 $16.9M 0.1% -648 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,284 shares; 2024Q4: 167,237 shares; 2025Q1: 345,927 shares; 2025Q2: 453,189 shares; 2025Q3: 469,455 shares 469,455 $16.8M 0.1% +16,266 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,621 shares; 2024Q4: 580,642 shares; 2025Q1: 518,195 shares; 2025Q2: 513,589 shares; 2025Q3: 504,902 shares 504,902 $16.6M 0.1% -8,687 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,503 shares; 2024Q4: 48,878 shares; 2025Q1: 48,340 shares; 2025Q2: 56,603 shares; 2025Q3: 59,045 shares 59,045 $16.5M 0.1% +2,442 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,608 shares; 2024Q4: 339,948 shares; 2025Q1: 289,382 shares; 2025Q2: 290,496 shares; 2025Q3: 289,241 shares 289,241 $16.5M 0.1% -1,255 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,196 shares; 2024Q4: 87,473 shares; 2025Q1: 89,155 shares; 2025Q2: 98,956 shares; 2025Q3: 101,460 shares 101,460 $16.5M 0.1% +2,504 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,499 shares; 2024Q4: 71,757 shares; 2025Q1: 53,028 shares; 2025Q2: 53,746 shares; 2025Q3: 224,010 shares 224,010 $16.5M 0.1% +170,264 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,608 shares; 2024Q4: 30,357 shares; 2025Q1: 31,372 shares; 2025Q2: 41,063 shares; 2025Q3: 47,555 shares 47,555 $16.2M 0.1% +6,492 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,949 shares; 2024Q4: 213,908 shares; 2025Q1: 225,334 shares; 2025Q2: 105,590 shares; 2025Q3: 115,270 shares 115,270 $16.2M 0.1% +9,680 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,205,913 shares; 2025Q2: 594,998 shares; 2025Q3: 595,470 shares 595,470 $16.1M 0.1% +472 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 708,920 shares; 2025Q1: 529,642 shares; 2025Q2: 239,624 shares; 2025Q3: 213,555 shares 213,555 $15.9M 0.1% -26,069 Timeline GDEN GOLDEN ENTMT INC More: the full row for GOLDEN ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,159 shares; 2024Q4: 673,667 shares; 2025Q1: 670,119 shares; 2025Q2: 670,098 shares; 2025Q3: 670,093 shares 670,093 $15.8M 0.1% -5 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,620 shares; 2024Q4: 166,628 shares; 2025Q1: 159,780 shares; 2025Q2: 147,791 shares; 2025Q3: 156,592 shares 156,592 $15.7M 0.1% +8,801 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 285,738 shares; 2025Q1: 245,358 shares; 2025Q2: 176,246 shares; 2025Q3: 164,947 shares 164,947 $15.7M 0.1% -11,299 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,181 shares; 2024Q4: 211,194 shares; 2025Q1: 211,961 shares; 2025Q2: 214,400 shares; 2025Q3: 214,346 shares 214,346 $15.6M 0.1% -54 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,233 shares; 2024Q4: 354,428 shares; 2025Q1: 360,634 shares; 2025Q2: 291,873 shares; 2025Q3: 290,164 shares 290,164 $15.6M 0.1% -1,709 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,490 shares; 2024Q4: 499,124 shares; 2025Q1: 397,637 shares; 2025Q2: 216,974 shares; 2025Q3: 287,870 shares 287,870 $15.6M 0.1% +70,896 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,406 shares; 2024Q4: 351,886 shares; 2025Q1: 510,780 shares; 2025Q2: 623,570 shares; 2025Q3: 652,873 shares 652,873 $15.6M 0.09% +29,303 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,561 shares; 2024Q4: 156,153 shares; 2025Q1: 196,331 shares; 2025Q2: 210,931 shares; 2025Q3: 228,647 shares 228,647 $15.2M 0.09% +17,716 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,723 shares; 2024Q4: 37,336 shares; 2025Q1: 62,491 shares; 2025Q2: 63,710 shares; 2025Q3: 63,088 shares 63,088 $14.9M 0.09% -622 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,291 shares; 2024Q4: 445,059 shares; 2025Q1: 318,776 shares; 2025Q2: 219,725 shares; 2025Q3: 219,266 shares 219,266 $14.9M 0.09% -459 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,233 shares; 2024Q4: 600,479 shares; 2025Q1: 753,910 shares; 2025Q2: 884,368 shares; 2025Q3: 176,485 shares 176,485 $14.8M 0.09% -707,883 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,467 shares; 2024Q4: 20,765 shares; 2025Q1: 21,092 shares; 2025Q2: 23,013 shares; 2025Q3: 25,675 shares 25,675 $14.6M 0.09% +2,662 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 373,670 shares; 2025Q3: 382,371 shares 382,371 $14.3M 0.09% +8,701 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,664 shares; 2024Q4: 32,178 shares; 2025Q1: 37,779 shares; 2025Q2: 38,836 shares; 2025Q3: 50,414 shares 50,414 $14.2M 0.09% +11,578 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,738 shares; 2024Q4: 445,259 shares; 2025Q1: 426,880 shares; 2025Q2: 443,407 shares; 2025Q3: 437,599 shares 437,599 $13.7M 0.08% -5,808 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,070 shares; 2024Q4: 106,248 shares; 2025Q1: 140,816 shares; 2025Q2: 135,485 shares; 2025Q3: 128,691 shares 128,691 $13.7M 0.08% -6,794 Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,916,106 shares; 2024Q4: 1,912,947 shares; 2025Q1: 2,250,455 shares; 2025Q2: 2,247,469 shares; 2025Q3: 2,247,634 shares 2,247,634 $13.5M 0.08% +165 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 6,246 shares; 2025Q1: 35,307 shares; 2025Q2: 36,426 shares; 2025Q3: 31,076 shares 31,076 $13.4M 0.08% -5,350 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,929 shares; 2024Q4: 543,197 shares; 2025Q1: 526,868 shares; 2025Q2: 376,350 shares; 2025Q3: 373,502 shares 373,502 $13M 0.08% -2,848 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,257 shares; 2024Q4: 530,154 shares; 2025Q1: 537,515 shares; 2025Q2: 515,890 shares; 2025Q3: 497,585 shares 497,585 $12.8M 0.08% -18,305 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,529 shares; 2024Q4: 15,136 shares; 2025Q1: 15,846 shares; 2025Q2: 17,279 shares; 2025Q3: 18,441 shares 18,441 $12.6M 0.08% +1,162 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502,719 shares 502,719 $12.6M 0.08% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,992 shares; 2024Q4: 381,619 shares; 2025Q1: 377,746 shares; 2025Q2: 403,893 shares; 2025Q3: 444,070 shares 444,070 $12.5M 0.08% +40,177 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,886 shares; 2024Q4: 64,979 shares; 2025Q1: 82,131 shares; 2025Q2: 84,241 shares; 2025Q3: 96,986 shares 96,986 $12.5M 0.08% +12,745 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,697 shares; 2024Q4: 111,393 shares; 2025Q1: 104,166 shares; 2025Q2: 108,867 shares; 2025Q3: 108,486 shares 108,486 $12.4M 0.08% -381 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,088 shares; 2024Q4: 615,939 shares; 2025Q1: 259,797 shares; 2025Q2: 275,659 shares; 2025Q3: 278,359 shares 278,359 $12.2M 0.07% +2,700 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,793 shares; 2024Q4: 156,043 shares; 2025Q1: 150,155 shares; 2025Q2: 173,333 shares; 2025Q3: 177,018 shares 177,018 $12.1M 0.07% +3,685 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,827 shares; 2024Q4: 157,953 shares; 2025Q1: 80,653 shares; 2025Q2: 77,673 shares; 2025Q3: 78,483 shares 78,483 $12.1M 0.07% +810 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,062 shares; 2024Q4: 40,404 shares; 2025Q1: 83,058 shares; 2025Q2: 81,397 shares; 2025Q3: 77,544 shares 77,544 $12M 0.07% -3,853 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,096 shares; 2024Q4: 98,408 shares; 2025Q1: 92,747 shares; 2025Q2: 101,932 shares; 2025Q3: 106,910 shares 106,910 $12M 0.07% +4,978 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,589 shares; 2024Q4: 22,100 shares; 2025Q1: 49,694 shares; 2025Q2: 50,743 shares; 2025Q3: 47,604 shares 47,604 $11.7M 0.07% -3,139 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,866 shares; 2024Q4: 37,181 shares; 2025Q1: 40,261 shares; 2025Q2: 42,973 shares; 2025Q3: 46,117 shares 46,117 $11.6M 0.07% +3,144 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,332 shares; 2024Q4: 42,077 shares; 2025Q1: 134,201 shares; 2025Q2: 142,157 shares; 2025Q3: 131,231 shares 131,231 $11.5M 0.07% -10,926 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,833 shares; 2024Q4: 55,686 shares; 2025Q1: 55,942 shares; 2025Q2: 52,951 shares; 2025Q3: 46,884 shares 46,884 $11.3M 0.07% -6,067 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,007 shares; 2024Q4: 143,871 shares; 2025Q1: 148,717 shares; 2025Q2: 169,445 shares; 2025Q3: 170,987 shares 170,987 $11.2M 0.07% +1,542 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,500 shares; 2024Q4: 203,445 shares; 2025Q1: 213,422 shares; 2025Q2: 213,928 shares; 2025Q3: 407,347 shares 407,347 $11.1M 0.07% +193,419 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335,128 shares 335,128 $11M 0.07% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,489 shares; 2024Q4: 35,132 shares; 2025Q1: 44,398 shares; 2025Q2: 52,058 shares; 2025Q3: 56,083 shares 56,083 $11M 0.07% +4,025 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,068 shares; 2024Q4: 116,047 shares; 2025Q1: 125,277 shares; 2025Q2: 121,538 shares; 2025Q3: 120,101 shares 120,101 $10.8M 0.07% -1,437 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173,088 shares; 2025Q1: 301,566 shares; 2025Q2: 256,806 shares; 2025Q3: 243,385 shares 243,385 $10.8M 0.07% -13,421 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 452,125 shares; 2025Q1: 351,651 shares; 2025Q2: 239,115 shares; 2025Q3: 224,073 shares 224,073 $10.7M 0.07% -15,042 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,869 shares; 2024Q4: 132,545 shares; 2025Q1: 128,399 shares; 2025Q2: 126,060 shares; 2025Q3: 120,292 shares 120,292 $10.7M 0.07% -5,768 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124,729 shares; 2025Q2: 124,584 shares; 2025Q3: 237,754 shares 237,754 $10.6M 0.06% +113,170 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,217 shares; 2024Q4: 24,760 shares; 2025Q1: 33,436 shares; 2025Q2: 38,283 shares; 2025Q3: 48,591 shares 48,591 $10.5M 0.06% +10,308 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 172,065 shares; 2025Q1: 116,967 shares; 2025Q2: 64,881 shares; 2025Q3: 59,533 shares 59,533 $10.4M 0.06% -5,348 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,708 shares; 2024Q4: 62,356 shares; 2025Q1: 66,933 shares; 2025Q2: 70,870 shares; 2025Q3: 74,936 shares 74,936 $10.3M 0.06% +4,066 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,743 shares; 2024Q4: 486,840 shares; 2025Q1: 596,294 shares; 2025Q2: 595,791 shares; 2025Q3: 597,833 shares 597,833 $10.3M 0.06% +2,042 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 20,570 shares; 2025Q1: 23,502 shares; 2025Q2: 22,228 shares; 2025Q3: 21,870 shares 21,870 $10.2M 0.06% -358 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,430 shares; 2024Q4: 92,168 shares; 2025Q1: 32,294 shares; 2025Q2: 37,159 shares; 2025Q3: 200,446 shares 200,446 $10.1M 0.06% +163,287 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,026 shares; 2024Q4: 96,213 shares; 2025Q1: 113,582 shares; 2025Q2: 69,544 shares; 2025Q3: 69,317 shares 69,317 $10.1M 0.06% -227 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,978 shares; 2024Q4: 43,169 shares; 2025Q1: 74,136 shares; 2025Q2: 74,785 shares; 2025Q3: 74,843 shares 74,843 $9.97M 0.06% +58 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 12,923 shares; 2025Q1: 12,850 shares; 2025Q2: 15,640 shares; 2025Q3: 19,785 shares 19,785 $9.88M 0.06% +4,145 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,900 shares; 2024Q4: 149,009 shares; 2025Q1: 146,276 shares; 2025Q2: 144,935 shares; 2025Q3: 145,962 shares 145,962 $9.86M 0.06% +1,027 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,423 shares; 2024Q4: 218,802 shares; 2025Q1: 190,524 shares; 2025Q2: 193,268 shares; 2025Q3: 196,627 shares 196,627 $9.82M 0.06% +3,359 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,495 shares 74,495 $9.78M 0.06% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,071 shares; 2025Q1: 67,327 shares; 2025Q2: 67,087 shares; 2025Q3: 71,643 shares 71,643 $9.59M 0.06% +4,556 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,200 shares; 2024Q4: 142,593 shares; 2025Q1: 93,601 shares; 2025Q2: 96,897 shares; 2025Q3: 126,554 shares 126,554 $9.55M 0.06% +29,657 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,216 shares; 2024Q4: 61,529 shares; 2025Q1: 45,811 shares; 2025Q2: 53,960 shares; 2025Q3: 58,090 shares 58,090 $9.4M 0.06% +4,130 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,590 shares; 2024Q4: 38,220 shares; 2025Q1: 37,188 shares; 2025Q2: 45,420 shares; 2025Q3: 45,771 shares 45,771 $9.37M 0.06% +351 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,183 shares; 2024Q4: 65,182 shares; 2025Q1: 84,943 shares; 2025Q2: 89,739 shares; 2025Q3: 97,110 shares 97,110 $9.2M 0.06% +7,371 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,600 shares; 2024Q4: 131,955 shares; 2025Q1: 172,295 shares; 2025Q2: 178,722 shares; 2025Q3: 189,835 shares 189,835 $9.17M 0.06% +11,113 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,755 shares; 2025Q2: 72,768 shares; 2025Q3: 76,106 shares 76,106 $9.13M 0.06% +3,338 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,163 shares; 2024Q4: 39,606 shares; 2025Q1: 43,322 shares; 2025Q2: 46,409 shares; 2025Q3: 49,208 shares 49,208 $9.07M 0.06% +2,799 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,767 shares; 2024Q4: 77,658 shares; 2025Q1: 90,296 shares; 2025Q2: 96,505 shares; 2025Q3: 97,944 shares 97,944 $8.95M 0.05% +1,439 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,728 shares; 2024Q4: 100,076 shares; 2025Q1: 107,713 shares; 2025Q2: 141,149 shares; 2025Q3: 154,007 shares 154,007 $8.93M 0.05% +12,858 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,528 shares; 2025Q2: 112,806 shares; 2025Q3: 112,965 shares 112,965 $8.61M 0.05% +159 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,143 shares; 2024Q4: 278,079 shares; 2025Q1: 356,705 shares; 2025Q2: 336,033 shares; 2025Q3: 335,338 shares 335,338 $8.54M 0.05% -695 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,863 shares; 2024Q4: 137,156 shares; 2025Q1: 134,570 shares; 2025Q2: 125,030 shares; 2025Q3: 269,530 shares 269,530 $8.53M 0.05% +144,500 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,037 shares; 2024Q4: 204,403 shares; 2025Q1: 217,529 shares; 2025Q2: 229,637 shares; 2025Q3: 40,477 shares 40,477 $8.52M 0.05% -189,160 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,006 shares; 2024Q4: 64,413 shares; 2025Q1: 61,393 shares; 2025Q2: 65,697 shares; 2025Q3: 66,268 shares 66,268 $8.4M 0.05% +571 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 271,537 shares; 2025Q1: 175,357 shares; 2025Q2: 97,879 shares; 2025Q3: 70,445 shares 70,445 $8.34M 0.05% -27,434 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,758 shares; 2024Q4: 419,022 shares; 2025Q1: 423,335 shares; 2025Q2: 278,228 shares; 2025Q3: 297,937 shares 297,937 $8.31M 0.05% +19,709 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417,142 shares; 2024Q4: 2,081,965 shares; 2025Q1: 1,370,598 shares; 2025Q2: 1,366,989 shares; 2025Q3: 1,354,424 shares 1,354,424 $8.29M 0.05% -12,565 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,595 shares; 2024Q4: 312,772 shares; 2025Q1: 253,818 shares; 2025Q2: 227,364 shares; 2025Q3: 163,065 shares 163,065 $8.27M 0.05% -64,299 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 236,155 shares; 2025Q1: 152,187 shares; 2025Q2: 68,458 shares; 2025Q3: 57,649 shares 57,649 $8.22M 0.05% -10,809 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 935,044 shares; 2025Q1: 587,231 shares; 2025Q2: 230,047 shares; 2025Q3: 165,674 shares 165,674 $8.19M 0.05% -64,373 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,286 shares; 2024Q4: 6,518 shares; 2025Q1: 6,086 shares; 2025Q2: 6,157 shares; 2025Q3: 6,149 shares 6,149 $8.1M 0.05% -8 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,105 shares; 2024Q4: 169,989 shares; 2025Q1: 163,984 shares; 2025Q2: 161,716 shares; 2025Q3: 158,024 shares 158,024 $8.07M 0.05% -3,692 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,197 shares; 2024Q4: 16,357 shares; 2025Q1: 14,836 shares; 2025Q2: 87,885 shares; 2025Q3: 81,208 shares 81,208 $8M 0.05% -6,677 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,238 shares; 2025Q1: 171,743 shares; 2025Q2: 114,917 shares; 2025Q3: 108,597 shares 108,597 $7.98M 0.05% -6,320 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,314 shares; 2024Q4: 16,147 shares; 2025Q1: 22,869 shares; 2025Q2: 24,775 shares; 2025Q3: 24,509 shares 24,509 $7.93M 0.05% -266 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,988 shares; 2024Q4: 86,237 shares; 2025Q1: 86,828 shares; 2025Q2: 87,748 shares; 2025Q3: 42,797 shares 42,797 $7.86M 0.05% -44,951 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,229 shares; 2024Q4: 10,672 shares; 2025Q1: 11,309 shares; 2025Q2: 11,873 shares; 2025Q3: 12,393 shares 12,393 $7.81M 0.05% +520 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,836 shares; 2024Q4: 64,070 shares; 2025Q1: 61,502 shares; 2025Q2: 48,410 shares; 2025Q3: 53,411 shares 53,411 $7.59M 0.05% +5,001 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,263 shares; 2024Q4: 75,720 shares; 2025Q1: 74,420 shares; 2025Q2: 85,850 shares; 2025Q3: 114,851 shares 114,851 $7.59M 0.05% +29,001 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,572 shares; 2024Q4: 11,829 shares; 2025Q1: 12,242 shares; 2025Q2: 14,838 shares; 2025Q3: 15,960 shares 15,960 $7.58M 0.05% +1,122 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,520 shares; 2024Q4: 78,132 shares; 2025Q1: 82,939 shares; 2025Q2: 87,099 shares; 2025Q3: 89,961 shares 89,961 $7.54M 0.05% +2,862 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,423 shares; 2024Q4: 102,750 shares; 2025Q1: 112,233 shares; 2025Q2: 124,428 shares; 2025Q3: 131,888 shares 131,888 $7.5M 0.05% +7,460 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,999 shares; 2024Q4: 38,040 shares; 2025Q1: 39,720 shares; 2025Q2: 42,655 shares; 2025Q3: 44,654 shares 44,654 $7.47M 0.05% +1,999 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,686 shares; 2024Q4: 54,211 shares; 2025Q1: 59,161 shares; 2025Q2: 62,292 shares; 2025Q3: 67,068 shares 67,068 $7.44M 0.05% +4,776 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,094 shares; 2024Q4: 186,808 shares; 2025Q1: 249,224 shares; 2025Q2: 266,446 shares; 2025Q3: 313,721 shares 313,721 $7.3M 0.04% +47,275 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 29,156 shares; 2025Q1: 34,669 shares; 2025Q2: 28,807 shares; 2025Q3: 28,631 shares 28,631 $7.28M 0.04% -176 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,955 shares; 2024Q4: 151,700 shares; 2025Q1: 146,132 shares; 2025Q2: 153,451 shares; 2025Q3: 160,205 shares 160,205 $7.23M 0.04% +6,754 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,268 shares; 2024Q4: 94,571 shares; 2025Q1: 100,191 shares; 2025Q2: 14,631 shares; 2025Q3: 14,878 shares 14,878 $7.22M 0.04% +247 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,157 shares; 2024Q4: 93,157 shares; 2025Q1: 91,265 shares; 2025Q2: 91,265 shares; 2025Q3: 91,265 shares 91,265 $7.2M 0.04% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,206 shares; 2024Q4: 13,003 shares; 2025Q1: 22,628 shares; 2025Q2: 24,859 shares; 2025Q3: 50,629 shares 50,629 $7.14M 0.04% +25,770 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,821 shares; 2024Q4: 68,420 shares; 2025Q1: 77,029 shares; 2025Q2: 84,190 shares; 2025Q3: 85,512 shares 85,512 $7.1M 0.04% +1,322 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 3,417 shares; 2025Q1: 17,546 shares; 2025Q2: 27,905 shares; 2025Q3: 31,404 shares 31,404 $7.08M 0.04% +3,499 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,341 shares; 2024Q4: 11,787 shares; 2025Q1: 12,177 shares; 2025Q2: 13,546 shares; 2025Q3: 25,327 shares 25,327 $7.07M 0.04% +11,781 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,573 shares; 2024Q4: 41,722 shares; 2025Q1: 98,522 shares; 2025Q2: 88,471 shares; 2025Q3: 84,579 shares 84,579 $7.06M 0.04% -3,892 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,242 shares; 2024Q4: 45,690 shares; 2025Q1: 56,205 shares; 2025Q2: 75,603 shares; 2025Q3: 78,367 shares 78,367 $7M 0.04% +2,764 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,504 shares; 2024Q4: 98,316 shares; 2025Q1: 104,127 shares; 2025Q2: 102,647 shares; 2025Q3: 97,923 shares 97,923 $6.99M 0.04% -4,724 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 7,008 shares; 2025Q1: 8,696 shares; 2025Q2: 8,988 shares; 2025Q3: 9,017 shares 9,017 $6.97M 0.04% +29 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,347 shares; 2024Q4: 23,937 shares; 2025Q1: 21,182 shares; 2025Q2: 22,344 shares; 2025Q3: 24,543 shares 24,543 $6.93M 0.04% +2,199 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,473 shares; 2025Q2: 79,479 shares; 2025Q3: 162,052 shares 162,052 $6.88M 0.04% +82,573 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,626 shares; 2025Q1: 75,012 shares; 2025Q2: 77,037 shares; 2025Q3: 79,558 shares 79,558 $6.88M 0.04% +2,521 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 7,584 shares; 2025Q1: 8,150 shares; 2025Q2: 8,105 shares; 2025Q3: 9,174 shares 9,174 $6.85M 0.04% +1,069 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 2,745 shares; 2025Q1: 2,797 shares; 2025Q2: 2,494 shares; 2025Q3: 68,960 shares 68,960 $6.8M 0.04% +66,466 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,449 shares; 2024Q4: 17,676 shares; 2025Q1: 19,393 shares; 2025Q2: 21,392 shares; 2025Q3: 22,488 shares 22,488 $6.7M 0.04% +1,096 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,232 shares; 2024Q4: 52,759 shares; 2025Q1: 49,750 shares; 2025Q2: 51,595 shares; 2025Q3: 53,698 shares 53,698 $6.68M 0.04% +2,103 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,027 shares; 2024Q4: 607,675 shares; 2025Q1: 128,010 shares; 2025Q2: 106,911 shares; 2025Q3: 100,264 shares 100,264 $6.61M 0.04% -6,647 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,080 shares; 2024Q4: 18,615 shares; 2025Q1: 66,953 shares; 2025Q2: 68,411 shares; 2025Q3: 70,043 shares 70,043 $6.54M 0.04% +1,632 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,743 shares; 2024Q4: 177,858 shares; 2025Q1: 179,404 shares; 2025Q2: 199,905 shares; 2025Q3: 230,110 shares 230,110 $6.51M 0.04% +30,205 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,709 shares; 2025Q1: 97,427 shares; 2025Q2: 88,846 shares; 2025Q3: 87,371 shares 87,371 $6.43M 0.04% -1,475 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 7,320 shares; 2025Q1: 74,490 shares; 2025Q2: 115,151 shares; 2025Q3: 94,087 shares 94,087 $6.41M 0.04% -21,064 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,613 shares; 2024Q4: 52,087 shares; 2025Q1: 51,803 shares; 2025Q2: 50,281 shares; 2025Q3: 58,187 shares 58,187 $6.34M 0.04% +7,906 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,604 shares; 2024Q4: 27,066 shares; 2025Q1: 29,831 shares; 2025Q2: 33,399 shares; 2025Q3: 35,304 shares 35,304 $6.31M 0.04% +1,905 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,738 shares; 2024Q4: 15,157 shares; 2025Q1: 16,016 shares; 2025Q2: 18,477 shares; 2025Q3: 19,476 shares 19,476 $6.29M 0.04% +999 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,523 shares; 2024Q4: 126,446 shares; 2025Q1: 144,076 shares; 2025Q2: 151,827 shares; 2025Q3: 177,167 shares 177,167 $6.29M 0.04% +25,340 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,862 shares; 2024Q4: 52,724 shares; 2025Q1: 57,171 shares; 2025Q2: 66,780 shares; 2025Q3: 69,985 shares 69,985 $6.19M 0.04% +3,205 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,807 shares; 2024Q4: 64,968 shares; 2025Q1: 62,171 shares; 2025Q2: 65,025 shares; 2025Q3: 57,528 shares 57,528 $6.18M 0.04% -7,497 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,434 shares; 2024Q4: 27,694 shares; 2025Q1: 30,153 shares; 2025Q2: 33,455 shares; 2025Q3: 35,127 shares 35,127 $6.14M 0.04% +1,672 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,144 shares; 2024Q4: 35,613 shares; 2025Q1: 35,049 shares; 2025Q2: 40,483 shares; 2025Q3: 42,838 shares 42,838 $6.07M 0.04% +2,355 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,060 shares; 2024Q4: 46,853 shares; 2025Q1: 52,195 shares; 2025Q2: 56,125 shares; 2025Q3: 61,071 shares 61,071 $6.02M 0.04% +4,946 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 78,037 shares; 2025Q1: 70,635 shares; 2025Q2: 68,713 shares; 2025Q3: 69,379 shares 69,379 $6.02M 0.04% +666 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,555 shares; 2024Q4: 21,249 shares; 2025Q1: 11,656 shares; 2025Q2: 6,525 shares; 2025Q3: 6,529 shares 6,529 $6.01M 0.04% +4 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,976 shares; 2024Q4: 14,976 shares; 2025Q1: 14,976 shares; 2025Q2: 14,116 shares; 2025Q3: 112,919 shares 112,919 $5.9M 0.04% +98,803 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,148 shares; 2024Q4: 18,826 shares; 2025Q1: 20,758 shares; 2025Q2: 22,155 shares; 2025Q3: 23,779 shares 23,779 $5.88M 0.04% +1,624 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,166 shares; 2024Q4: 8,495 shares; 2025Q1: 8,955 shares; 2025Q2: 9,954 shares; 2025Q3: 10,629 shares 10,629 $5.77M 0.04% +675 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 905 shares; 2025Q1: 877 shares; 2025Q2: 1,052 shares; 2025Q3: 1,063 shares 1,063 $5.74M 0.03% +11 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,436 shares; 2024Q4: 35,755 shares; 2025Q1: 35,828 shares; 2025Q2: 37,108 shares; 2025Q3: 45,819 shares 45,819 $5.67M 0.03% +8,711 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,873 shares; 2024Q4: 9,530 shares; 2025Q1: 27,597 shares; 2025Q2: 28,645 shares; 2025Q3: 27,337 shares 27,337 $5.65M 0.03% -1,308 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 254,842 shares; 2025Q1: 194,388 shares; 2025Q2: 109,699 shares; 2025Q3: 111,336 shares 111,336 $5.64M 0.03% +1,637 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,415 shares; 2024Q4: 93,227 shares; 2025Q1: 96,195 shares; 2025Q2: 103,431 shares; 2025Q3: 110,901 shares 110,901 $5.6M 0.03% +7,470 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,184 shares; 2024Q4: 17,891 shares; 2025Q1: 76,640 shares; 2025Q2: 77,037 shares; 2025Q3: 76,881 shares 76,881 $5.59M 0.03% -156 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 15,451 shares; 2025Q1: 10,557 shares; 2025Q2: 12,541 shares; 2025Q3: 12,101 shares 12,101 $5.53M 0.03% -440 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 12,890 shares; 2025Q1: 13,931 shares; 2025Q2: 14,373 shares; 2025Q3: 13,980 shares 13,980 $5.48M 0.03% -393 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,680 shares; 2024Q4: 47,841 shares; 2025Q1: 49,942 shares; 2025Q2: 58,567 shares; 2025Q3: 64,721 shares 64,721 $5.47M 0.03% +6,154 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,234 shares; 2024Q4: 33,898 shares; 2025Q1: 35,004 shares; 2025Q2: 38,412 shares; 2025Q3: 42,568 shares 42,568 $5.46M 0.03% +4,156 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,298 shares 100,298 $5.43M 0.03% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,477 shares; 2024Q4: 47,404 shares; 2025Q1: 48,682 shares; 2025Q2: 50,263 shares; 2025Q3: 55,384 shares 55,384 $5.43M 0.03% +5,121 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,119 shares; 2024Q4: 27,642 shares; 2025Q1: 32,777 shares; 2025Q2: 37,963 shares; 2025Q3: 41,795 shares 41,795 $5.36M 0.03% +3,832 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,062 shares; 2025Q2: 75,281 shares; 2025Q3: 70,408 shares 70,408 $5.29M 0.03% -4,873 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,150 shares; 2025Q1: 27,450 shares; 2025Q2: 33,514 shares; 2025Q3: 36,277 shares 36,277 $5.29M 0.03% +2,763 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,269 shares; 2024Q4: 18,196 shares; 2025Q1: 26,640 shares; 2025Q2: 30,242 shares; 2025Q3: 30,515 shares 30,515 $5.28M 0.03% +273 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,016 shares; 2024Q4: 7,239 shares; 2025Q1: 7,665 shares; 2025Q2: 8,915 shares; 2025Q3: 10,628 shares 10,628 $5.24M 0.03% +1,713 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,691 shares; 2024Q4: 64,683 shares; 2025Q1: 71,283 shares; 2025Q2: 75,095 shares; 2025Q3: 82,313 shares 82,313 $5.24M 0.03% +7,218 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,445 shares; 2025Q1: 16,702 shares; 2025Q2: 17,407 shares; 2025Q3: 17,382 shares 17,382 $5.21M 0.03% -25 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,472 shares; 2024Q4: 68,756 shares; 2025Q1: 66,934 shares; 2025Q2: 58,668 shares; 2025Q3: 54,998 shares 54,998 $5.2M 0.03% -3,670 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,311 shares; 2024Q4: 65,598 shares; 2025Q1: 63,929 shares; 2025Q2: 68,858 shares; 2025Q3: 73,715 shares 73,715 $5.19M 0.03% +4,857 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,681 shares; 2024Q4: 246,631 shares; 2025Q1: 209,274 shares; 2025Q2: 206,249 shares; 2025Q3: 201,173 shares 201,173 $5.19M 0.03% -5,076 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 8,472 shares; 2025Q1: 8,864 shares; 2025Q2: 17,371 shares; 2025Q3: 17,885 shares 17,885 $5.17M 0.03% +514 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,846 shares; 2024Q4: 23,304 shares; 2025Q1: 23,911 shares; 2025Q2: 22,763 shares; 2025Q3: 25,299 shares 25,299 $5.15M 0.03% +2,536 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183,929 shares 183,929 $5.14M 0.03% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,429 shares; 2025Q1: 7,445 shares; 2025Q2: 12,430 shares; 2025Q3: 15,039 shares 15,039 $5.07M 0.03% +2,609 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,255 shares; 2024Q4: 181,695 shares; 2025Q1: 127,534 shares; 2025Q2: 64,787 shares; 2025Q3: 57,425 shares 57,425 $5.01M 0.03% -7,362 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 2,492 shares; 2025Q1: 10,155 shares; 2025Q2: 10,292 shares; 2025Q3: 9,930 shares 9,930 $4.95M 0.03% -362 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,742 shares; 2024Q4: 93,618 shares; 2025Q1: 65,000 shares; 2025Q2: 43,102 shares; 2025Q3: 44,611 shares 44,611 $4.95M 0.03% +1,509 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,949 shares; 2024Q4: 15,577 shares; 2025Q1: 16,912 shares; 2025Q2: 18,564 shares; 2025Q3: 19,571 shares 19,571 $4.95M 0.03% +1,007 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,774 shares; 2025Q2: 63,680 shares; 2025Q3: 71,972 shares 71,972 $4.9M 0.03% +8,292 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,969 shares; 2024Q4: 34,040 shares; 2025Q1: 115,866 shares; 2025Q2: 72,999 shares; 2025Q3: 96,532 shares 96,532 $4.9M 0.03% +23,533 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 7,520 shares; 2025Q1: 46,783 shares; 2025Q2: 45,924 shares; 2025Q3: 51,085 shares 51,085 $4.86M 0.03% +5,161 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 12,074 shares; 2025Q1: 12,390 shares; 2025Q2: 12,962 shares; 2025Q3: 13,031 shares 13,031 $4.82M 0.03% +69 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,782 shares; 2024Q4: 22,556 shares; 2025Q1: 26,893 shares; 2025Q2: 33,583 shares; 2025Q3: 38,043 shares 38,043 $4.71M 0.03% +4,460 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,721 shares; 2024Q4: 13,063 shares; 2025Q1: 13,270 shares; 2025Q2: 13,304 shares; 2025Q3: 13,159 shares 13,159 $4.69M 0.03% -145 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,552 shares; 2024Q4: 100,087 shares; 2025Q1: 82,442 shares; 2025Q2: 82,461 shares; 2025Q3: 74,114 shares 74,114 $4.67M 0.03% -8,347 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,843 shares; 2024Q4: 21,873 shares; 2025Q1: 20,948 shares; 2025Q2: 19,009 shares; 2025Q3: 17,744 shares 17,744 $4.61M 0.03% -1,265 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,112 shares; 2024Q4: 75,253 shares; 2025Q1: 75,065 shares; 2025Q2: 81,182 shares; 2025Q3: 79,513 shares 79,513 $4.55M 0.03% -1,669 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,304 shares; 2024Q4: 217,169 shares; 2025Q1: 230,264 shares; 2025Q2: 153,645 shares; 2025Q3: 156,255 shares 156,255 $4.55M 0.03% +2,610 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,228 shares; 2024Q4: 34,859 shares; 2025Q1: 31,925 shares; 2025Q2: 43,790 shares; 2025Q3: 47,148 shares 47,148 $4.49M 0.03% +3,358 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,405 shares; 2024Q4: 440,917 shares; 2025Q1: 335,669 shares; 2025Q2: 157,215 shares; 2025Q3: 141,407 shares 141,407 $4.47M 0.03% -15,808 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 3,423 shares; 2025Q1: 3,478 shares; 2025Q2: 4,195 shares; 2025Q3: 4,609 shares 4,609 $4.46M 0.03% +414 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,709 shares; 2024Q4: 19,650 shares; 2025Q1: 21,030 shares; 2025Q2: 22,052 shares; 2025Q3: 23,343 shares 23,343 $4.45M 0.03% +1,291 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 47,413 shares; 2025Q1: 34,739 shares; 2025Q2: 23,128 shares; 2025Q3: 52,397 shares 52,397 $4.44M 0.03% +29,269 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,754 shares; 2025Q1: 12,591 shares; 2025Q2: 11,452 shares; 2025Q3: 11,674 shares 11,674 $4.42M 0.03% +222 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,569 shares; 2024Q4: 67,118 shares; 2025Q1: 69,770 shares; 2025Q2: 74,084 shares; 2025Q3: 77,840 shares 77,840 $4.4M 0.03% +3,756 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,803 shares; 2024Q4: 22,319 shares; 2025Q1: 19,735 shares; 2025Q2: 21,644 shares; 2025Q3: 22,166 shares 22,166 $4.39M 0.03% +522 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,240 shares; 2024Q4: 54,815 shares; 2025Q1: 55,785 shares; 2025Q2: 56,756 shares; 2025Q3: 61,429 shares 61,429 $4.36M 0.03% +4,673 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,593 shares; 2024Q4: 100,042 shares; 2025Q1: 104,755 shares; 2025Q2: 47,289 shares; 2025Q3: 41,666 shares 41,666 $4.35M 0.03% -5,623 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,435 shares; 2024Q4: 9,763 shares; 2025Q1: 46,073 shares; 2025Q2: 50,579 shares; 2025Q3: 51,311 shares 51,311 $4.33M 0.03% +732 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,228 shares; 2024Q4: 206,605 shares; 2025Q1: 172,333 shares; 2025Q2: 134,468 shares; 2025Q3: 92,309 shares 92,309 $4.27M 0.03% -42,159 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 5,855 shares; 2025Q1: 7,003 shares; 2025Q2: 8,509 shares; 2025Q3: 8,676 shares 8,676 $4.22M 0.03% +167 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,389 shares 151,389 $4.21M 0.03% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,548 shares; 2024Q4: 238,637 shares; 2025Q1: 185,777 shares; 2025Q2: 217,018 shares; 2025Q3: 207,826 shares 207,826 $4.2M 0.03% -9,192 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,605 shares; 2025Q1: 39,551 shares; 2025Q2: 35,358 shares; 2025Q3: 37,626 shares 37,626 $4.19M 0.03% +2,268 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,130 shares; 2024Q4: 29,171 shares; 2025Q1: 28,851 shares; 2025Q2: 28,851 shares; 2025Q3: 131,593 shares 131,593 $4.19M 0.03% +102,742 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,296 shares; 2024Q4: 29,532 shares; 2025Q1: 30,883 shares; 2025Q2: 30,105 shares; 2025Q3: 30,676 shares 30,676 $4.17M 0.03% +571 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,086 shares; 2024Q4: 62,432 shares; 2025Q1: 50,841 shares; 2025Q2: 60,992 shares; 2025Q3: 61,377 shares 61,377 $4.13M 0.03% +385 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,215 shares; 2024Q4: 41,510 shares; 2025Q1: 45,490 shares; 2025Q2: 49,953 shares; 2025Q3: 42,698 shares 42,698 $4.12M 0.03% -7,255 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,368 shares; 2024Q4: 78,201 shares; 2025Q1: 85,944 shares; 2025Q2: 91,100 shares; 2025Q3: 98,045 shares 98,045 $4.11M 0.03% +6,945 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,780 shares; 2024Q4: 49,975 shares; 2025Q1: 34,811 shares; 2025Q2: 31,647 shares; 2025Q3: 31,692 shares 31,692 $4.11M 0.03% +45 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,392 shares; 2024Q4: 30,271 shares; 2025Q1: 38,455 shares; 2025Q2: 40,748 shares; 2025Q3: 41,873 shares 41,873 $4.09M 0.02% +1,125 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,065 shares; 2025Q1: 2,135 shares; 2025Q2: 36,119 shares; 2025Q3: 37,839 shares 37,839 $4.08M 0.02% +1,720 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,618 shares; 2024Q4: 8,560 shares; 2025Q1: 8,587 shares; 2025Q2: 9,684 shares; 2025Q3: 9,098 shares 9,098 $4.07M 0.02% -586 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,588 shares; 2024Q4: 34,878 shares; 2025Q1: 33,886 shares; 2025Q2: 35,046 shares; 2025Q3: 31,664 shares 31,664 $4.05M 0.02% -3,382 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 13,242 shares; 2025Q1: 15,218 shares; 2025Q2: 15,813 shares; 2025Q3: 16,368 shares 16,368 $4.02M 0.02% +555 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,209 shares; 2025Q2: 22,262 shares; 2025Q3: 21,917 shares 21,917 $3.98M 0.02% -345 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 3,048 shares; 2025Q1: 24,184 shares; 2025Q2: 27,488 shares; 2025Q3: 27,777 shares 27,777 $3.97M 0.02% +289 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,384 shares; 2025Q2: 8,393 shares; 2025Q3: 8,442 shares 8,442 $3.94M 0.02% +49 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,542 shares; 2024Q4: 118,875 shares; 2025Q1: 132,044 shares; 2025Q2: 129,836 shares; 2025Q3: 149,477 shares 149,477 $3.93M 0.02% +19,641 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,641 shares; 2024Q4: 20,073 shares; 2025Q1: 32,396 shares; 2025Q2: 27,931 shares; 2025Q3: 27,996 shares 27,996 $3.9M 0.02% +65 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,359 shares; 2024Q4: 7,434 shares; 2025Q1: 7,549 shares; 2025Q2: 15,919 shares; 2025Q3: 18,297 shares 18,297 $3.89M 0.02% +2,378 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,126 shares; 2024Q4: 25,394 shares; 2025Q1: 27,638 shares; 2025Q2: 29,024 shares; 2025Q3: 30,769 shares 30,769 $3.83M 0.02% +1,745 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,967 shares; 2025Q1: 89,478 shares; 2025Q2: 31,798 shares; 2025Q3: 29,964 shares 29,964 $3.82M 0.02% -1,834 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,207 shares; 2025Q2: 29,141 shares; 2025Q3: 92,973 shares 92,973 $3.81M 0.02% +63,832 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,890 shares; 2024Q4: 39,688 shares; 2025Q1: 40,073 shares; 2025Q2: 44,413 shares; 2025Q3: 44,813 shares 44,813 $3.79M 0.02% +400 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,395 shares; 2024Q4: 13,143 shares; 2025Q1: 15,427 shares; 2025Q2: 20,021 shares; 2025Q3: 21,198 shares 21,198 $3.79M 0.02% +1,177 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,722 shares; 2024Q4: 406,644 shares; 2025Q1: 342,672 shares; 2025Q2: 309,774 shares; 2025Q3: 322,047 shares 322,047 $3.78M 0.02% +12,273 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,119 shares; 2025Q2: 80,165 shares; 2025Q3: 80,257 shares 80,257 $3.77M 0.02% +92 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,032 shares; 2024Q4: 11,290 shares; 2025Q1: 12,041 shares; 2025Q2: 13,876 shares; 2025Q3: 14,073 shares 14,073 $3.76M 0.02% +197 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,722 shares; 2024Q4: 85,683 shares; 2025Q1: 93,835 shares; 2025Q2: 104,758 shares; 2025Q3: 111,740 shares 111,740 $3.75M 0.02% +6,982 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,148 shares; 2024Q4: 18,218 shares; 2025Q1: 18,975 shares; 2025Q2: 20,401 shares; 2025Q3: 21,843 shares 21,843 $3.72M 0.02% +1,442 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,722 shares; 2024Q4: 198,171 shares; 2025Q1: 155,577 shares; 2025Q2: 87,053 shares; 2025Q3: 78,711 shares 78,711 $3.7M 0.02% -8,342 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 10,701 shares; 2025Q1: 10,065 shares; 2025Q2: 12,011 shares; 2025Q3: 12,022 shares 12,022 $3.67M 0.02% +11 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 3,143 shares; 2025Q1: 3,174 shares; 2025Q2: 4,086 shares; 2025Q3: 5,103 shares 5,103 $3.67M 0.02% +1,017 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,302 shares; 2024Q4: 83,569 shares; 2025Q1: 113,092 shares; 2025Q2: 126,542 shares; 2025Q3: 127,243 shares 127,243 $3.66M 0.02% +701 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,293 shares; 2024Q4: 10,289 shares; 2025Q1: 12,168 shares; 2025Q2: 23,117 shares; 2025Q3: 21,703 shares 21,703 $3.66M 0.02% -1,414 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,172 shares; 2024Q4: 18,391 shares; 2025Q1: 19,995 shares; 2025Q2: 21,273 shares; 2025Q3: 22,898 shares 22,898 $3.65M 0.02% +1,625 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,119 shares; 2025Q1: 5,658 shares; 2025Q2: 7,059 shares; 2025Q3: 7,401 shares 7,401 $3.63M 0.02% +342 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,744 shares; 2024Q4: 93,828 shares; 2025Q1: 104,284 shares; 2025Q2: 129,155 shares; 2025Q3: 143,799 shares 143,799 $3.62M 0.02% +14,644 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 7,172 shares; 2025Q1: 8,907 shares; 2025Q2: 9,063 shares; 2025Q3: 12,290 shares 12,290 $3.61M 0.02% +3,227 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,661 shares; 2025Q1: 2,928 shares; 2025Q2: 3,056 shares; 2025Q3: 3,334 shares 3,334 $3.6M 0.02% +278 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,430 shares; 2024Q4: 130,509 shares; 2025Q1: 170,440 shares; 2025Q2: 184,725 shares; 2025Q3: 17,787 shares 17,787 $3.58M 0.02% -166,938 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,521 shares; 2025Q2: 37,286 shares; 2025Q3: 39,003 shares 39,003 $3.55M 0.02% +1,717 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,025 shares; 2024Q4: 47,766 shares; 2025Q1: 49,580 shares; 2025Q2: 49,889 shares; 2025Q3: 49,455 shares 49,455 $3.54M 0.02% -434 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,519 shares; 2024Q4: 14,277 shares; 2025Q1: 15,406 shares; 2025Q2: 16,432 shares; 2025Q3: 17,603 shares 17,603 $3.54M 0.02% +1,171 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,731 shares; 2025Q1: 77,491 shares; 2025Q2: 11,256 shares; 2025Q3: 14,749 shares 14,749 $3.53M 0.02% +3,493 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,024 shares; 2024Q4: 41,070 shares; 2025Q1: 45,398 shares; 2025Q2: 48,259 shares; 2025Q3: 54,175 shares 54,175 $3.52M 0.02% +5,916 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,157 shares; 2024Q4: 8,211 shares; 2025Q1: 8,590 shares; 2025Q2: 10,063 shares; 2025Q3: 9,928 shares 9,928 $3.5M 0.02% -135 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,484 shares; 2025Q1: 2,470 shares; 2025Q2: 2,475 shares; 2025Q3: 11,630 shares 11,630 $3.46M 0.02% +9,155 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,360 shares; 2025Q2: 7,060 shares; 2025Q3: 68,139 shares 68,139 $3.46M 0.02% +61,079 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,255 shares; 2024Q4: 14,653 shares; 2025Q1: 13,425 shares; 2025Q2: 13,637 shares; 2025Q3: 14,294 shares 14,294 $3.42M 0.02% +657 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,969 shares; 2024Q4: 48,714 shares; 2025Q1: 47,870 shares; 2025Q2: 52,609 shares; 2025Q3: 56,022 shares 56,022 $3.42M 0.02% +3,413 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,136 shares; 2024Q4: 17,562 shares; 2025Q1: 18,669 shares; 2025Q2: 19,252 shares; 2025Q3: 20,327 shares 20,327 $3.39M 0.02% +1,075 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,331 shares; 2024Q4: 41,264 shares; 2025Q1: 45,086 shares; 2025Q2: 41,928 shares; 2025Q3: 42,038 shares 42,038 $3.39M 0.02% +110 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,497 shares; 2024Q4: 72,016 shares; 2025Q1: 74,869 shares; 2025Q2: 74,290 shares; 2025Q3: 72,931 shares 72,931 $3.38M 0.02% -1,359 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 6,729 shares; 2025Q1: 7,667 shares; 2025Q2: 7,353 shares; 2025Q3: 6,849 shares 6,849 $3.36M 0.02% -504 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,708 shares; 2024Q4: 41,157 shares; 2025Q1: 44,905 shares; 2025Q2: 47,730 shares; 2025Q3: 44,569 shares 44,569 $3.36M 0.02% -3,161 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,806 shares; 2024Q4: 209,611 shares; 2025Q1: 38,765 shares; 2025Q2: 39,283 shares; 2025Q3: 22,737 shares 22,737 $3.33M 0.02% -16,546 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,219 shares; 2024Q4: 27,439 shares; 2025Q1: 28,687 shares; 2025Q2: 37,430 shares; 2025Q3: 39,915 shares 39,915 $3.27M 0.02% +2,485 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,053 shares; 2024Q4: 12,009 shares; 2025Q1: 13,441 shares; 2025Q2: 13,679 shares; 2025Q3: 12,491 shares 12,491 $3.25M 0.02% -1,188 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,267 shares; 2024Q4: 56,270 shares; 2025Q1: 47,251 shares; 2025Q2: 47,743 shares; 2025Q3: 46,725 shares 46,725 $3.25M 0.02% -1,018 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,800 shares; 2024Q4: 34,727 shares; 2025Q1: 34,030 shares; 2025Q2: 33,806 shares; 2025Q3: 32,288 shares 32,288 $3.25M 0.02% -1,518 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 20,565 shares; 2025Q1: 26,448 shares; 2025Q2: 35,803 shares; 2025Q3: 40,245 shares 40,245 $3.25M 0.02% +4,442 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,528 shares; 2024Q4: 85,060 shares; 2025Q1: 82,690 shares; 2025Q2: 110,633 shares; 2025Q3: 108,530 shares 108,530 $3.22M 0.02% -2,103 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,530 shares; 2025Q3: 66,393 shares 66,393 $3.22M 0.02% +37,863 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,824 shares; 2024Q4: 9,131 shares; 2025Q1: 10,183 shares; 2025Q2: 14,574 shares; 2025Q3: 18,044 shares 18,044 $3.21M 0.02% +3,470 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,122 shares; 2024Q4: 8,923 shares; 2025Q1: 8,590 shares; 2025Q2: 9,656 shares; 2025Q3: 9,715 shares 9,715 $3.2M 0.02% +59 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,098 shares; 2024Q4: 31,209 shares; 2025Q1: 31,191 shares; 2025Q2: 33,872 shares; 2025Q3: 35,800 shares 35,800 $3.19M 0.02% +1,928 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,613 shares; 2024Q4: 114,671 shares; 2025Q1: 125,900 shares; 2025Q2: 125,688 shares; 2025Q3: 122,388 shares 122,388 $3.19M 0.02% -3,300 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,207 shares; 2024Q4: 18,454 shares; 2025Q1: 17,476 shares; 2025Q2: 19,751 shares; 2025Q3: 21,351 shares 21,351 $3.17M 0.02% +1,600 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,604 shares; 2024Q4: 15,346 shares; 2025Q1: 22,827 shares; 2025Q2: 23,958 shares; 2025Q3: 24,411 shares 24,411 $3.17M 0.02% +453 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,927 shares; 2025Q2: 78,012 shares; 2025Q3: 76,847 shares 76,847 $3.16M 0.02% -1,165 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,361 shares; 2024Q4: 16,554 shares; 2025Q1: 17,153 shares; 2025Q2: 17,182 shares; 2025Q3: 16,360 shares 16,360 $3.15M 0.02% -822 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,151 shares; 2024Q4: 9,996 shares; 2025Q1: 10,569 shares; 2025Q2: 11,196 shares; 2025Q3: 11,609 shares 11,609 $3.14M 0.02% +413 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,552 shares; 2024Q4: 20,261 shares; 2025Q1: 26,306 shares; 2025Q2: 26,563 shares; 2025Q3: 23,474 shares 23,474 $3.11M 0.02% -3,089 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,441 shares; 2024Q4: 19,467 shares; 2025Q1: 19,714 shares; 2025Q2: 22,456 shares; 2025Q3: 23,663 shares 23,663 $3.1M 0.02% +1,207 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,301 shares; 2024Q4: 15,190 shares; 2025Q1: 15,808 shares; 2025Q2: 18,823 shares; 2025Q3: 21,062 shares 21,062 $3.1M 0.02% +2,239 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 7,174 shares; 2025Q1: 9,392 shares; 2025Q2: 9,683 shares; 2025Q3: 9,898 shares 9,898 $3.09M 0.02% +215 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,262 shares; 2024Q4: 39,764 shares; 2025Q1: 50,599 shares; 2025Q2: 49,818 shares; 2025Q3: 49,107 shares 49,107 $3.09M 0.02% -711 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,390 shares 44,390 $3.08M 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,763 shares; 2024Q4: 23,621 shares; 2025Q1: 22,958 shares; 2025Q2: 42,769 shares; 2025Q3: 50,025 shares 50,025 $3.04M 0.02% +7,256 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,932 shares; 2024Q4: 10,355 shares; 2025Q1: 10,150 shares; 2025Q2: 11,949 shares; 2025Q3: 10,341 shares 10,341 $3.04M 0.02% -1,608 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 14,364 shares; 2025Q1: 16,645 shares; 2025Q2: 29,731 shares; 2025Q3: 31,889 shares 31,889 $3.02M 0.02% +2,158 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 7,026 shares; 2025Q1: 6,681 shares; 2025Q2: 6,752 shares; 2025Q3: 6,601 shares 6,601 $3.02M 0.02% -151 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,266 shares; 2024Q4: 28,894 shares; 2025Q1: 35,711 shares; 2025Q2: 37,292 shares; 2025Q3: 39,127 shares 39,127 $3M 0.02% +1,835 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,459 shares; 2024Q4: 40,891 shares; 2025Q1: 41,765 shares; 2025Q2: 44,835 shares; 2025Q3: 47,249 shares 47,249 $2.99M 0.02% +2,414 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,365 shares; 2025Q2: not reported; 2025Q3: 25,136 shares 25,136 $2.98M 0.02% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,814 shares; 2024Q4: 80,139 shares; 2025Q1: 89,158 shares; 2025Q2: 138,808 shares; 2025Q3: 155,399 shares 155,399 $2.98M 0.02% +16,591 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,965 shares; 2025Q2: 34,636 shares; 2025Q3: 34,841 shares 34,841 $2.96M 0.02% +205 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,597 shares; 2025Q1: 30,076 shares; 2025Q2: 34,603 shares; 2025Q3: 30,892 shares 30,892 $2.96M 0.02% -3,711 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,149 shares; 2025Q1: not reported; 2025Q2: 2,067 shares; 2025Q3: 13,982 shares 13,982 $2.96M 0.02% +11,915 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,617 shares; 2025Q1: 1,514 shares; 2025Q2: 1,527 shares; 2025Q3: 1,521 shares 1,521 $2.91M 0.02% -6 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,552 shares; 2025Q2: 60,147 shares; 2025Q3: 59,949 shares 59,949 $2.91M 0.02% -198 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,677 shares; 2024Q4: 15,096 shares; 2025Q1: 22,798 shares; 2025Q2: 21,225 shares; 2025Q3: 20,674 shares 20,674 $2.9M 0.02% -551 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,813 shares; 2024Q4: 40,809 shares; 2025Q1: 40,556 shares; 2025Q2: 40,475 shares; 2025Q3: 40,482 shares 40,482 $2.89M 0.02% +7 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,056 shares; 2025Q1: 10,426 shares; 2025Q2: 14,226 shares; 2025Q3: 20,116 shares 20,116 $2.88M 0.02% +5,890 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193,279 shares 193,279 $2.88M 0.02% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,301 shares 60,301 $2.86M 0.02% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,865 shares; 2024Q4: 25,929 shares; 2025Q1: 27,921 shares; 2025Q2: 30,778 shares; 2025Q3: 32,631 shares 32,631 $2.86M 0.02% +1,853 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,621 shares; 2024Q4: 26,686 shares; 2025Q1: 164,897 shares; 2025Q2: 170,485 shares; 2025Q3: 176,748 shares 176,748 $2.83M 0.02% +6,263 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,615 shares; 2024Q4: 16,403 shares; 2025Q1: 16,938 shares; 2025Q2: 16,896 shares; 2025Q3: 19,812 shares 19,812 $2.82M 0.02% +2,916 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,683 shares; 2024Q4: 183,965 shares; 2025Q1: 200,041 shares; 2025Q2: 71,608 shares; 2025Q3: 84,529 shares 84,529 $2.82M 0.02% +12,921 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,605 shares; 2025Q1: 1,104 shares; 2025Q2: 1,149 shares; 2025Q3: 1,186 shares 1,186 $2.77M 0.02% +37 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,777 shares; 2025Q3: 32,633 shares 32,633 $2.76M 0.02% +27,856 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,007 shares; 2024Q4: 38,367 shares; 2025Q1: 30,617 shares; 2025Q2: 35,133 shares; 2025Q3: 49,289 shares 49,289 $2.75M 0.02% +14,156 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,380 shares; 2024Q4: 113,797 shares; 2025Q1: 132,752 shares; 2025Q2: 133,293 shares; 2025Q3: 135,948 shares 135,948 $2.75M 0.02% +2,655 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 8,718 shares; 2025Q1: 11,361 shares; 2025Q2: 12,130 shares; 2025Q3: 12,760 shares 12,760 $2.74M 0.02% +630 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 2,898 shares; 2025Q1: 3,306 shares; 2025Q2: 3,877 shares; 2025Q3: 3,783 shares 3,783 $2.72M 0.02% -94 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,210 shares; 2024Q4: 204,547 shares; 2025Q1: 182,411 shares; 2025Q2: 23,856 shares; 2025Q3: 24,680 shares 24,680 $2.71M 0.02% +824 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,211 shares; 2024Q4: 32,720 shares; 2025Q1: 27,841 shares; 2025Q2: 32,531 shares; 2025Q3: 34,612 shares 34,612 $2.71M 0.02% +2,081 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,564 shares; 2024Q4: 25,173 shares; 2025Q1: 35,494 shares; 2025Q2: 46,975 shares; 2025Q3: 45,607 shares 45,607 $2.7M 0.02% -1,368 PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,330 shares; 2024Q4: 12,313 shares; 2025Q1: 13,813 shares; 2025Q2: 19,953 shares; 2025Q3: 23,545 shares 23,545 $2.7M 0.02% +3,592 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,479 shares; 2024Q4: 78,638 shares; 2025Q1: 82,302 shares; 2025Q2: 88,519 shares; 2025Q3: 100,718 shares 100,718 $2.67M 0.02% +12,199 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 2,706 shares; 2025Q1: 4,056 shares; 2025Q2: 4,978 shares; 2025Q3: 6,128 shares 6,128 $2.67M 0.02% +1,150 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,392 shares; 2024Q4: 25,286 shares; 2025Q1: 25,535 shares; 2025Q2: 30,273 shares; 2025Q3: 33,321 shares 33,321 $2.66M 0.02% +3,048 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,058 shares; 2024Q4: 14,752 shares; 2025Q1: 15,217 shares; 2025Q2: 12,315 shares; 2025Q3: 13,352 shares 13,352 $2.62M 0.02% +1,037 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,315 shares; 2024Q4: 13,582 shares; 2025Q1: 13,822 shares; 2025Q2: 17,140 shares; 2025Q3: 17,205 shares 17,205 $2.62M 0.02% +65 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,837 shares; 2024Q4: 496,984 shares; 2025Q1: 81,040 shares; 2025Q2: 72,281 shares; 2025Q3: 75,962 shares 75,962 $2.61M 0.02% +3,681 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 4,976 shares; 2025Q1: 4,701 shares; 2025Q2: 6,706 shares; 2025Q3: 7,425 shares 7,425 $2.61M 0.02% +719 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,201 shares; 2024Q4: 52,665 shares; 2025Q1: 53,395 shares; 2025Q2: 49,930 shares; 2025Q3: 47,132 shares 47,132 $2.61M 0.02% -2,798 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,571 shares 119,571 $2.56M 0.02% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,460 shares; 2024Q4: 163,044 shares; 2025Q1: 28,188 shares; 2025Q2: 47,399 shares; 2025Q3: 59,034 shares 59,034 $2.56M 0.02% +11,635 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 2,940 shares; 2025Q1: 2,976 shares; 2025Q2: 3,750 shares; 2025Q3: 4,142 shares 4,142 $2.52M 0.02% +392 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,775 shares; 2024Q4: 29,046 shares; 2025Q1: 32,940 shares; 2025Q2: 34,073 shares; 2025Q3: 73,853 shares 73,853 $2.52M 0.02% +39,780 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,473 shares; 2024Q4: 31,814 shares; 2025Q1: 31,757 shares; 2025Q2: 38,024 shares; 2025Q3: 39,891 shares 39,891 $2.49M 0.02% +1,867 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,719 shares; 2024Q4: 16,410 shares; 2025Q1: 15,010 shares; 2025Q2: 15,181 shares; 2025Q3: 17,573 shares 17,573 $2.49M 0.02% +2,392 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,253 shares; 2024Q4: 9,731 shares; 2025Q1: 8,331 shares; 2025Q2: 8,717 shares; 2025Q3: 10,505 shares 10,505 $2.48M 0.02% +1,788 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,708 shares; 2024Q4: 110,924 shares; 2025Q1: 75,361 shares; 2025Q2: 73,596 shares; 2025Q3: 81,455 shares 81,455 $2.46M 0.02% +7,859 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 2,066 shares; 2025Q1: 2,560 shares; 2025Q2: 3,192 shares; 2025Q3: 3,526 shares 3,526 $2.46M 0.02% +334 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,831 shares; 2024Q4: 77,691 shares; 2025Q1: 75,005 shares; 2025Q2: 133,913 shares; 2025Q3: 150,908 shares 150,908 $2.46M 0.01% +16,995 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,022 shares; 2025Q1: 122,058 shares; 2025Q2: 124,179 shares; 2025Q3: 82,165 shares 82,165 $2.45M 0.01% -42,014 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,971 shares; 2024Q4: 28,920 shares; 2025Q1: 33,286 shares; 2025Q2: 47,017 shares; 2025Q3: 59,974 shares 59,974 $2.44M 0.01% +12,957 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,137 shares; 2024Q4: 11,008 shares; 2025Q1: 16,023 shares; 2025Q2: 44,441 shares; 2025Q3: 49,664 shares 49,664 $2.44M 0.01% +5,223 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,665 shares; 2024Q4: 5,804 shares; 2025Q1: 6,717 shares; 2025Q2: 6,880 shares; 2025Q3: 7,517 shares 7,517 $2.43M 0.01% +637 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,784 shares; 2024Q4: 92,296 shares; 2025Q1: 86,922 shares; 2025Q2: 78,388 shares; 2025Q3: 78,863 shares 78,863 $2.41M 0.01% +475 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,662 shares; 2024Q4: 220,015 shares; 2025Q1: 207,634 shares; 2025Q2: 210,791 shares; 2025Q3: 200,901 shares 200,901 $2.4M 0.01% -9,890 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 4,638 shares; 2025Q1: 4,599 shares; 2025Q2: 4,834 shares; 2025Q3: 4,931 shares 4,931 $2.39M 0.01% +97 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 5,477 shares; 2025Q1: 5,247 shares; 2025Q2: 5,621 shares; 2025Q3: 5,629 shares 5,629 $2.38M 0.01% +8 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 8,078 shares; 2025Q1: 23,495 shares; 2025Q2: 26,461 shares; 2025Q3: 30,237 shares 30,237 $2.35M 0.01% +3,776 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,869 shares; 2024Q4: 59,557 shares; 2025Q1: 60,666 shares; 2025Q2: 77,013 shares; 2025Q3: 75,195 shares 75,195 $2.34M 0.01% -1,818 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: 3,019 shares; 2025Q2: 19,304 shares; 2025Q3: 30,187 shares 30,187 $2.29M 0.01% +10,883 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 516 shares; 2025Q1: 501 shares; 2025Q2: 516 shares; 2025Q3: 533 shares 533 $2.29M 0.01% +17 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,113 shares; 2024Q4: 14,020 shares; 2025Q1: 14,938 shares; 2025Q2: 16,027 shares; 2025Q3: 17,698 shares 17,698 $2.29M 0.01% +1,671 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,957 shares; 2025Q1: 3,391 shares; 2025Q2: 4,422 shares; 2025Q3: 14,358 shares 14,358 $2.27M 0.01% +9,936 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,047 shares; 2024Q4: 6,890 shares; 2025Q1: 7,053 shares; 2025Q2: 9,986 shares; 2025Q3: 11,232 shares 11,232 $2.27M 0.01% +1,246 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 6,179 shares; 2025Q1: 10,977 shares; 2025Q2: 23,137 shares; 2025Q3: 24,534 shares 24,534 $2.25M 0.01% +1,397 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 7,353 shares; 2025Q1: 10,928 shares; 2025Q2: 15,287 shares; 2025Q3: 10,943 shares 10,943 $2.25M 0.01% -4,344 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,101 shares; 2024Q4: 15,306 shares; 2025Q1: 16,094 shares; 2025Q2: 21,887 shares; 2025Q3: 24,528 shares 24,528 $2.23M 0.01% +2,641 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,768 shares; 2025Q2: 36,110 shares; 2025Q3: 34,470 shares 34,470 $2.23M 0.01% -1,640 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,535 shares; 2024Q4: 13,496 shares; 2025Q1: 14,052 shares; 2025Q2: 19,795 shares; 2025Q3: 22,187 shares 22,187 $2.23M 0.01% +2,392 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,980 shares; 2024Q4: 4,961 shares; 2025Q1: 5,169 shares; 2025Q2: 7,526 shares; 2025Q3: 8,196 shares 8,196 $2.23M 0.01% +670 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,305 shares; 2024Q4: 32,891 shares; 2025Q1: 13,579 shares; 2025Q2: 16,036 shares; 2025Q3: 16,512 shares 16,512 $2.22M 0.01% +476 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,822 shares; 2024Q4: 33,877 shares; 2025Q1: 30,093 shares; 2025Q2: 29,335 shares; 2025Q3: 27,046 shares 27,046 $2.22M 0.01% -2,289 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 1,635 shares; 2025Q1: 2,013 shares; 2025Q2: 2,388 shares; 2025Q3: 2,410 shares 2,410 $2.22M 0.01% +22 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,079 shares; 2025Q2: 65,767 shares; 2025Q3: 63,800 shares 63,800 $2.2M 0.01% -1,967 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,947 shares; 2024Q4: 16,018 shares; 2025Q1: 16,969 shares; 2025Q2: 20,637 shares; 2025Q3: 19,643 shares 19,643 $2.19M 0.01% -994 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,651 shares; 2025Q1: 3,784 shares; 2025Q2: 4,515 shares; 2025Q3: 4,601 shares 4,601 $2.19M 0.01% +86 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,981 shares; 2024Q4: 10,442 shares; 2025Q1: 10,026 shares; 2025Q2: 10,193 shares; 2025Q3: 21,115 shares 21,115 $2.19M 0.01% +10,922 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,902 shares; 2024Q4: 14,468 shares; 2025Q1: 13,782 shares; 2025Q2: 12,940 shares; 2025Q3: 16,141 shares 16,141 $2.19M 0.01% +3,201 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,846 shares; 2024Q4: 5,935 shares; 2025Q1: 6,695 shares; 2025Q2: 7,087 shares; 2025Q3: 6,768 shares 6,768 $2.18M 0.01% -319 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,659 shares; 2024Q4: 35,133 shares; 2025Q1: 34,708 shares; 2025Q2: 49,668 shares; 2025Q3: 51,979 shares 51,979 $2.17M 0.01% +2,311 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,358 shares; 2024Q4: 79,375 shares; 2025Q1: 77,976 shares; 2025Q2: 69,128 shares; 2025Q3: 68,053 shares 68,053 $2.17M 0.01% -1,075 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,697 shares; 2024Q4: 130,512 shares; 2025Q1: 126,369 shares; 2025Q2: 173,835 shares; 2025Q3: 206,461 shares 206,461 $2.16M 0.01% +32,626 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,122 shares; 2024Q4: 52,732 shares; 2025Q1: 48,816 shares; 2025Q2: 24,048 shares; 2025Q3: 24,097 shares 24,097 $2.16M 0.01% +49 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,491 shares; 2024Q4: 50,589 shares; 2025Q1: 50,867 shares; 2025Q2: 70,950 shares; 2025Q3: 76,158 shares 76,158 $2.16M 0.01% +5,208 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,668 shares; 2024Q4: 28,738 shares; 2025Q1: 27,686 shares; 2025Q2: 34,060 shares; 2025Q3: 31,999 shares 31,999 $2.15M 0.01% -2,061 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,661 shares; 2024Q4: 8,986 shares; 2025Q1: 9,769 shares; 2025Q2: 12,256 shares; 2025Q3: 13,552 shares 13,552 $2.14M 0.01% +1,296 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,711 shares; 2024Q4: 42,698 shares; 2025Q1: 46,505 shares; 2025Q2: 52,368 shares; 2025Q3: 60,347 shares 60,347 $2.12M 0.01% +7,979 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,699 shares; 2025Q1: 64,911 shares; 2025Q2: 39,857 shares; 2025Q3: 33,133 shares 33,133 $2.11M 0.01% -6,724 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,998 shares; 2024Q4: 66,829 shares; 2025Q1: 68,105 shares; 2025Q2: 68,468 shares; 2025Q3: 65,500 shares 65,500 $2.11M 0.01% -2,968 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,433 shares; 2024Q4: 4,642 shares; 2025Q1: 4,725 shares; 2025Q2: 5,435 shares; 2025Q3: 5,999 shares 5,999 $2.1M 0.01% +564 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,287 shares; 2024Q4: 25,315 shares; 2025Q1: 37,823 shares; 2025Q2: 30,315 shares; 2025Q3: 22,315 shares 22,315 $2.09M 0.01% -8,000 Timeline