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: 202,049 shares; 2024Q4: 202,956 shares; 2025Q1: 101,902 shares; 2025Q2: 102,420 shares; 2025Q3: 102,156 shares 102,156 $68.1M 6.48% -264 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: 1,483,764 shares; 2024Q4: 1,485,905 shares; 2025Q1: 708,605 shares; 2025Q2: 717,485 shares; 2025Q3: 725,924 shares 725,924 $58.5M 5.57% +8,439 Timeline DYNF 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: 584,390 shares; 2025Q2: 659,396 shares; 2025Q3: 766,528 shares 766,528 $45.4M 4.32% +107,132 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: 684,939 shares; 2024Q4: 686,669 shares; 2025Q1: 607,864 shares; 2025Q2: 635,250 shares; 2025Q3: 493,012 shares 493,012 $43M 4.1% -142,238 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: 36,881 shares; 2024Q4: 37,141 shares; 2025Q1: 399,967 shares; 2025Q2: 385,186 shares; 2025Q3: 373,074 shares 373,074 $39M 3.71% -12,112 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: 15,618 shares; 2024Q4: 13,917 shares; 2025Q1: 215,280 shares; 2025Q2: 206,335 shares; 2025Q3: 186,240 shares 186,240 $36.2M 3.45% -20,095 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: 121,519 shares; 2024Q4: 117,993 shares; 2025Q1: 125,455 shares; 2025Q2: 119,815 shares; 2025Q3: 131,935 shares 131,935 $33.6M 3.2% +12,120 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: 452,053 shares; 2024Q4: 456,619 shares; 2025Q1: 324,418 shares; 2025Q2: 321,916 shares; 2025Q3: 499,937 shares 499,937 $33M 3.14% +178,021 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: 25,655 shares; 2024Q4: 26,028 shares; 2025Q1: 80,707 shares; 2025Q2: 45,089 shares; 2025Q3: 45,020 shares 45,020 $30.1M 2.87% -69 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,403 shares; 2025Q2: 49,471 shares; 2025Q3: 89,517 shares 89,517 $29.8M 2.84% +40,046 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: not reported; 2024Q4: not reported; 2025Q1: 444,575 shares; 2025Q2: 517,826 shares; 2025Q3: 537,900 shares 537,900 $29.8M 2.83% +20,074 Timeline SPTL 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: 375,689 shares; 2024Q4: 379,590 shares; 2025Q1: 751,414 shares; 2025Q2: 1,089,728 shares; 2025Q3: 1,018,887 shares 1,018,887 $27.5M 2.61% -70,841 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: 36,274 shares; 2024Q4: 37,127 shares; 2025Q1: 40,668 shares; 2025Q2: 40,560 shares; 2025Q3: 40,538 shares 40,538 $21M 2% -22 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: 82,032 shares; 2024Q4: 82,733 shares; 2025Q1: 86,996 shares; 2025Q2: 84,941 shares; 2025Q3: 84,920 shares 84,920 $18.6M 1.77% -21 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: 76,599 shares; 2024Q4: 84,760 shares; 2025Q1: 97,162 shares; 2025Q2: 98,335 shares; 2025Q3: 97,976 shares 97,976 $18.3M 1.74% -359 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: 41,787 shares; 2024Q4: 44,557 shares; 2025Q1: 372,362 shares; 2025Q2: 373,523 shares; 2025Q3: 369,104 shares 369,104 $17.1M 1.63% -4,419 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 10,371 shares; 2025Q1: 275,302 shares; 2025Q2: 281,857 shares; 2025Q3: 288,393 shares 288,393 $16.5M 1.57% +6,536 Timeline BAI 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: 253,799 shares; 2025Q3: 447,278 shares 447,278 $15.3M 1.45% +193,479 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: 60,042 shares; 2024Q4: 60,160 shares; 2025Q1: 61,643 shares; 2025Q2: 61,868 shares; 2025Q3: 62,329 shares 62,329 $15.2M 1.44% +461 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: 46,891 shares; 2024Q4: 47,148 shares; 2025Q1: 48,114 shares; 2025Q2: 48,068 shares; 2025Q3: 48,091 shares 48,091 $15.2M 1.44% +23 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: 10,487 shares; 2024Q4: 10,458 shares; 2025Q1: 140,023 shares; 2025Q2: 164,794 shares; 2025Q3: 190,826 shares 190,826 $13.9M 1.32% +26,032 Timeline IWO 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: 125,970 shares; 2024Q4: 126,103 shares; 2025Q1: 48,122 shares; 2025Q2: 43,889 shares; 2025Q3: 42,928 shares 42,928 $13.7M 1.31% -961 Timeline THRO 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: 338,479 shares; 2025Q3: 343,513 shares 343,513 $13M 1.24% +5,034 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: 182,078 shares; 2024Q4: 183,032 shares; 2025Q1: 67,364 shares; 2025Q2: 59,836 shares; 2025Q3: 58,512 shares 58,512 $12.2M 1.16% -1,324 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: 41,344 shares; 2024Q4: 41,584 shares; 2025Q1: 42,395 shares; 2025Q2: 42,651 shares; 2025Q3: 42,775 shares 42,775 $12.1M 1.15% +124 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: 26,219 shares; 2024Q4: 28,631 shares; 2025Q1: 29,520 shares; 2025Q2: 34,189 shares; 2025Q3: 34,007 shares 34,007 $11.2M 1.07% -182 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: 149,969 shares; 2024Q4: 147,404 shares; 2025Q1: 146,868 shares; 2025Q2: 158,631 shares; 2025Q3: 157,259 shares 157,259 $10.7M 1.02% -1,372 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,889 shares 150,889 $10.6M 1.01% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,055 shares; 2024Q4: 31,591 shares; 2025Q1: 38,495 shares; 2025Q2: 39,495 shares; 2025Q3: 39,448 shares 39,448 $9.59M 0.91% -47 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: 26,516 shares; 2024Q4: 26,676 shares; 2025Q1: 27,359 shares; 2025Q2: 27,413 shares; 2025Q3: 27,034 shares 27,034 $9.23M 0.88% -379 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: not reported; 2025Q1: 35,580 shares; 2025Q2: 34,599 shares; 2025Q3: 34,732 shares 34,732 $8.91M 0.85% +133 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,268 shares; 2024Q4: 11,374 shares; 2025Q1: 11,672 shares; 2025Q2: 11,347 shares; 2025Q3: 11,190 shares 11,190 $8.22M 0.78% -157 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: 47,096 shares; 2024Q4: 47,938 shares; 2025Q1: 48,750 shares; 2025Q2: 49,011 shares; 2025Q3: 48,351 shares 48,351 $8.09M 0.77% -660 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: 188,400 shares; 2024Q4: 186,634 shares; 2025Q1: 63,357 shares; 2025Q2: 48,286 shares; 2025Q3: 39,379 shares 39,379 $7.47M 0.71% -8,907 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: 12,627 shares; 2024Q4: 12,308 shares; 2025Q1: 12,887 shares; 2025Q2: 12,416 shares; 2025Q3: 12,405 shares 12,405 $7.45M 0.71% -11 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: 11,162 shares; 2024Q4: 9,157 shares; 2025Q1: 9,507 shares; 2025Q2: 9,729 shares; 2025Q3: 9,760 shares 9,760 $7.45M 0.71% +31 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: 88,647 shares; 2024Q4: 93,323 shares; 2025Q1: 91,148 shares; 2025Q2: 94,828 shares; 2025Q3: 87,993 shares 87,993 $6.89M 0.66% -6,835 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,592 shares; 2024Q4: 22,637 shares; 2025Q1: 20,381 shares; 2025Q2: 19,742 shares; 2025Q3: 60,616 shares 60,616 $6.7M 0.64% +40,874 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,240 shares; 2025Q2: 90,776 shares; 2025Q3: 32,803 shares 32,803 $6.42M 0.61% -57,973 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: 24,888 shares; 2024Q4: 25,136 shares; 2025Q1: 25,602 shares; 2025Q2: 25,888 shares; 2025Q3: 26,021 shares 26,021 $6.02M 0.57% +133 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: 4,824 shares; 2025Q1: 4,955 shares; 2025Q2: 5,012 shares; 2025Q3: 5,027 shares 5,027 $5.86M 0.56% +15 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,226 shares; 2025Q2: 44,209 shares; 2025Q3: 117,085 shares 117,085 $5.76M 0.55% +72,876 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: 29,705 shares; 2024Q4: 30,770 shares; 2025Q1: 31,515 shares; 2025Q2: 32,368 shares; 2025Q3: 32,858 shares 32,858 $5.61M 0.53% +490 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: not reported; 2024Q4: not reported; 2025Q1: 170,673 shares; 2025Q2: 189,081 shares; 2025Q3: 100,390 shares 100,390 $5.34M 0.51% -88,691 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: 48,349 shares; 2024Q4: 48,721 shares; 2025Q1: 50,106 shares; 2025Q2: 49,552 shares; 2025Q3: 49,602 shares 49,602 $5.11M 0.49% +50 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: 20,159 shares; 2024Q4: 20,319 shares; 2025Q1: 21,235 shares; 2025Q2: 20,191 shares; 2025Q3: 20,162 shares 20,162 $4.98M 0.47% -29 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: 27,994 shares; 2024Q4: 28,666 shares; 2025Q1: 29,912 shares; 2025Q2: 29,036 shares; 2025Q3: 29,017 shares 29,017 $4.94M 0.47% -19 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: 5,391 shares; 2024Q4: 5,412 shares; 2025Q1: 5,700 shares; 2025Q2: 5,774 shares; 2025Q3: 5,794 shares 5,794 $4.61M 0.44% +20 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: 47,078 shares; 2024Q4: 47,078 shares; 2025Q1: 53,608 shares; 2025Q2: 62,299 shares; 2025Q3: 62,299 shares 62,299 $4.58M 0.44% 0 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: not reported; 2024Q4: not reported; 2025Q1: 41,659 shares; 2025Q2: 43,793 shares; 2025Q3: 45,850 shares 45,850 $4.36M 0.42% +2,057 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185,664 shares 185,664 $4.29M 0.41% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,482 shares; 2024Q4: 32,513 shares; 2025Q1: 33,233 shares; 2025Q2: 33,757 shares; 2025Q3: 33,863 shares 33,863 $4.06M 0.39% +106 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,170 shares; 2025Q2: 41,114 shares; 2025Q3: 42,246 shares 42,246 $4.02M 0.38% +1,132 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: 91,219 shares; 2024Q4: 85,172 shares; 2025Q1: 81,153 shares; 2025Q2: 65,928 shares; 2025Q3: 66,216 shares 66,216 $3.97M 0.38% +288 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: 17,828 shares; 2024Q4: 17,919 shares; 2025Q1: 18,630 shares; 2025Q2: 18,888 shares; 2025Q3: 18,694 shares 18,694 $3.94M 0.37% -194 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: 9,442 shares; 2024Q4: 9,482 shares; 2025Q1: 7,719 shares; 2025Q2: 7,818 shares; 2025Q3: 7,842 shares 7,842 $3.91M 0.37% +24 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: 9,240 shares; 2024Q4: 9,361 shares; 2025Q1: 9,505 shares; 2025Q2: 9,549 shares; 2025Q3: 9,547 shares 9,547 $3.87M 0.37% -2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 87,562 shares 87,562 $3.71M 0.35% new 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: 54,761 shares; 2024Q4: 54,783 shares; 2025Q1: 54,902 shares; 2025Q2: 54,724 shares; 2025Q3: 55,043 shares 55,043 $3.65M 0.35% +319 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: 28,515 shares; 2024Q4: 28,802 shares; 2025Q1: 30,048 shares; 2025Q2: 30,237 shares; 2025Q3: 28,930 shares 28,930 $3.58M 0.34% -1,307 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 8,351 shares; 2025Q1: 8,720 shares; 2025Q2: 7,994 shares; 2025Q3: 8,026 shares 8,026 $3.57M 0.34% +32 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: 3,276 shares; 2024Q4: 3,347 shares; 2025Q1: 3,478 shares; 2025Q2: 3,523 shares; 2025Q3: 3,508 shares 3,508 $3.25M 0.31% -15 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: 31,647 shares; 2024Q4: 39,134 shares; 2025Q1: 40,514 shares; 2025Q2: 60,090 shares; 2025Q3: 60,279 shares 60,279 $3.11M 0.3% +189 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: 5,784 shares; 2024Q4: 5,894 shares; 2025Q1: 6,473 shares; 2025Q2: 6,481 shares; 2025Q3: 6,480 shares 6,480 $3.09M 0.29% -1 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: 28,011 shares; 2024Q4: 26,986 shares; 2025Q1: 22,511 shares; 2025Q2: 22,360 shares; 2025Q3: 21,797 shares 21,797 $2.96M 0.28% -563 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: 17,949 shares; 2024Q4: 18,194 shares; 2025Q1: 18,711 shares; 2025Q2: 19,100 shares; 2025Q3: 19,097 shares 19,097 $2.93M 0.28% -3 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: 5,075 shares; 2024Q4: 5,107 shares; 2025Q1: 7,952 shares; 2025Q2: 10,005 shares; 2025Q3: 10,396 shares 10,396 $2.92M 0.28% +391 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: 8,943 shares; 2024Q4: 8,994 shares; 2025Q1: 9,194 shares; 2025Q2: 9,451 shares; 2025Q3: 9,486 shares 9,486 $2.88M 0.27% +35 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: 40,984 shares; 2024Q4: 40,406 shares; 2025Q1: 35,945 shares; 2025Q2: 33,636 shares; 2025Q3: 32,559 shares 32,559 $2.73M 0.26% -1,077 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: 27,375 shares; 2024Q4: 27,662 shares; 2025Q1: 29,686 shares; 2025Q2: 30,292 shares; 2025Q3: 30,259 shares 30,259 $2.64M 0.25% -33 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: 14,200 shares; 2024Q4: 14,517 shares; 2025Q1: 14,245 shares; 2025Q2: 13,783 shares; 2025Q3: 13,790 shares 13,790 $2.57M 0.24% +7 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: 32,087 shares; 2024Q4: 32,380 shares; 2025Q1: 33,745 shares; 2025Q2: 33,662 shares; 2025Q3: 33,129 shares 33,129 $2.5M 0.24% -533 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,945 shares; 2024Q4: 25,785 shares; 2025Q1: 22,284 shares; 2025Q2: 20,875 shares; 2025Q3: 19,665 shares 19,665 $2.48M 0.24% -1,210 Timeline KRE 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: 33,323 shares; 2024Q4: 33,442 shares; 2025Q1: 35,441 shares; 2025Q2: 36,422 shares; 2025Q3: 37,604 shares 37,604 $2.38M 0.23% +1,182 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: 5,096 shares; 2024Q4: 5,111 shares; 2025Q1: 5,373 shares; 2025Q2: 5,369 shares; 2025Q3: 6,595 shares 6,595 $2.33M 0.22% +1,226 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: 3,565 shares; 2024Q4: 3,588 shares; 2025Q1: 3,777 shares; 2025Q2: 3,805 shares; 2025Q3: 3,795 shares 3,795 $2.16M 0.21% -10 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: 22,474 shares; 2024Q4: 22,724 shares; 2025Q1: 21,371 shares; 2025Q2: 21,922 shares; 2025Q3: 21,916 shares 21,916 $2.14M 0.2% -6 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: 89,059 shares; 2024Q4: 88,715 shares; 2025Q1: 33,245 shares; 2025Q2: 26,542 shares; 2025Q3: 22,956 shares 22,956 $2.1M 0.2% -3,586 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: 23,326 shares; 2024Q4: 23,513 shares; 2025Q1: 23,906 shares; 2025Q2: 24,330 shares; 2025Q3: 24,360 shares 24,360 $2.06M 0.2% +30 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: 11,984 shares; 2024Q4: 12,031 shares; 2025Q1: 12,374 shares; 2025Q2: 12,311 shares; 2025Q3: 12,261 shares 12,261 $2.04M 0.19% -50 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,433 shares; 2024Q4: 17,105 shares; 2025Q1: 17,760 shares; 2025Q2: 18,146 shares; 2025Q3: 18,008 shares 18,008 $2.02M 0.19% -138 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: 2,219 shares; 2024Q4: 3,770 shares; 2025Q1: 3,895 shares; 2025Q2: 4,086 shares; 2025Q3: 4,082 shares 4,082 $2M 0.19% -4 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: 23,576 shares; 2024Q4: 22,764 shares; 2025Q1: 23,881 shares; 2025Q2: 20,790 shares; 2025Q3: 20,654 shares 20,654 $1.97M 0.19% -136 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: 6,347 shares; 2024Q4: 6,416 shares; 2025Q1: 6,728 shares; 2025Q2: 16,316 shares; 2025Q3: 17,204 shares 17,204 $1.94M 0.18% +888 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: 11,091 shares; 2024Q4: 10,756 shares; 2025Q1: 10,714 shares; 2025Q2: 10,893 shares; 2025Q3: 10,436 shares 10,436 $1.94M 0.18% -457 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 8,330 shares; 2025Q1: 8,392 shares; 2025Q2: 7,982 shares; 2025Q3: 7,926 shares 7,926 $1.88M 0.18% -56 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: 3,230 shares; 2024Q4: 3,277 shares; 2025Q1: 3,277 shares; 2025Q2: 3,714 shares; 2025Q3: 3,732 shares 3,732 $1.88M 0.18% +18 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: 5,395 shares; 2024Q4: 5,441 shares; 2025Q1: 5,638 shares; 2025Q2: 5,652 shares; 2025Q3: 5,592 shares 5,592 $1.75M 0.17% -60 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: 9,099 shares; 2024Q4: 8,850 shares; 2025Q1: 8,993 shares; 2025Q2: 9,142 shares; 2025Q3: 8,724 shares 8,724 $1.73M 0.16% -418 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: 21,411 shares; 2024Q4: 21,594 shares; 2025Q1: 21,605 shares; 2025Q2: 21,966 shares; 2025Q3: 21,843 shares 21,843 $1.71M 0.16% -123 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: 7,675 shares; 2024Q4: 9,785 shares; 2025Q1: 10,184 shares; 2025Q2: 9,344 shares; 2025Q3: 9,283 shares 9,283 $1.6M 0.15% -61 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,755 shares; 2024Q4: 13,755 shares; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares 4,755 $1.58M 0.15% 0 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: 12,933 shares; 2024Q4: 12,933 shares; 2025Q1: 12,933 shares; 2025Q2: 12,933 shares; 2025Q3: 12,933 shares 12,933 $1.53M 0.15% 0 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: not reported; 2024Q4: 37,309 shares; 2025Q1: 21,309 shares; 2025Q2: 21,309 shares; 2025Q3: 21,309 shares 21,309 $1.52M 0.14% 0 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: 8,029 shares; 2024Q4: 6,178 shares; 2025Q1: 6,179 shares; 2025Q2: 6,323 shares; 2025Q3: 6,068 shares 6,068 $1.5M 0.14% -255 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: 13,596 shares; 2024Q4: 13,638 shares; 2025Q1: 13,848 shares; 2025Q2: 14,494 shares; 2025Q3: 14,729 shares 14,729 $1.48M 0.14% +235 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,259 shares; 2024Q4: 14,727 shares; 2025Q1: 15,560 shares; 2025Q2: 15,581 shares; 2025Q3: 15,657 shares 15,657 $1.46M 0.14% +76 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: 6,023 shares; 2024Q4: 6,023 shares; 2025Q1: 6,138 shares; 2025Q2: 6,019 shares; 2025Q3: 6,019 shares 6,019 $1.44M 0.14% 0 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: 31,670 shares; 2024Q4: 31,729 shares; 2025Q1: 31,477 shares; 2025Q2: 25,490 shares; 2025Q3: 26,429 shares 26,429 $1.43M 0.14% +939 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,658 shares; 2025Q3: 7,780 shares 7,780 $1.42M 0.14% +122 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: 2,877 shares; 2024Q4: 2,937 shares; 2025Q1: 2,937 shares; 2025Q2: 2,937 shares; 2025Q3: 2,937 shares 2,937 $1.41M 0.13% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 8,938 shares; 2025Q1: 9,377 shares; 2025Q2: 9,261 shares; 2025Q3: 9,163 shares 9,163 $1.34M 0.13% -98 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,736 shares; 2025Q1: 2,736 shares; 2025Q2: 2,736 shares; 2025Q3: 2,736 shares 2,736 $1.25M 0.12% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 3,819 shares; 2025Q1: 3,826 shares; 2025Q2: 3,826 shares; 2025Q3: 3,754 shares 3,754 $1.23M 0.12% -72 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: 5,690 shares; 2024Q4: 5,679 shares; 2025Q1: 5,871 shares; 2025Q2: 5,624 shares; 2025Q3: 6,094 shares 6,094 $1.23M 0.12% +470 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: 100,678 shares; 2024Q4: 101,526 shares; 2025Q1: 25,703 shares; 2025Q2: 18,230 shares; 2025Q3: 15,464 shares 15,464 $1.22M 0.12% -2,766 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: 17,419 shares; 2024Q4: 17,586 shares; 2025Q1: 17,330 shares; 2025Q2: 17,454 shares; 2025Q3: 17,475 shares 17,475 $1.2M 0.11% +21 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: 5,035 shares; 2024Q4: 4,012 shares; 2025Q1: 4,123 shares; 2025Q2: 3,962 shares; 2025Q3: 3,944 shares 3,944 $1.18M 0.11% -18 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: 18,124 shares; 2024Q4: 18,210 shares; 2025Q1: 18,229 shares; 2025Q2: 18,290 shares; 2025Q3: 18,608 shares 18,608 $1.18M 0.11% +318 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: 2,267 shares; 2024Q4: 2,304 shares; 2025Q1: 2,408 shares; 2025Q2: 2,425 shares; 2025Q3: 2,422 shares 2,422 $1.18M 0.11% -3 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,508 shares; 2024Q4: 6,593 shares; 2025Q1: 6,967 shares; 2025Q2: 6,947 shares; 2025Q3: 6,911 shares 6,911 $1.16M 0.11% -36 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: 7,927 shares; 2024Q4: 7,678 shares; 2025Q1: 7,612 shares; 2025Q2: 7,730 shares; 2025Q3: 7,386 shares 7,386 $1.04M 0.1% -344 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: 1,369 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares 1,371 $1.02M 0.1% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,154 shares; 2024Q4: 8,584 shares; 2025Q1: 7,182 shares; 2025Q2: 5,914 shares; 2025Q3: 6,089 shares 6,089 $985K 0.09% +175 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: 2,657 shares; 2024Q4: 2,633 shares; 2025Q1: 2,627 shares; 2025Q2: 2,627 shares; 2025Q3: 2,627 shares 2,627 $960K 0.09% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,142 shares; 2024Q4: 11,142 shares; 2025Q1: 10,030 shares; 2025Q2: 9,675 shares; 2025Q3: 9,675 shares 9,675 $917K 0.09% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,977 shares; 2024Q4: 12,050 shares; 2025Q1: 10,825 shares; 2025Q2: 10,627 shares; 2025Q3: 9,368 shares 9,368 $871K 0.08% -1,259 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: not reported; 2024Q4: not reported; 2025Q1: 3,562 shares; 2025Q2: 3,594 shares; 2025Q3: 3,768 shares 3,768 $850K 0.08% +174 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: 16,186 shares; 2024Q4: 16,672 shares; 2025Q1: 17,257 shares; 2025Q2: 17,273 shares; 2025Q3: 17,295 shares 17,295 $836K 0.08% +22 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 1,855 shares; 2025Q1: 1,938 shares; 2025Q2: 1,957 shares; 2025Q3: 1,926 shares 1,926 $831K 0.08% -31 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: 5,806 shares; 2025Q1: 6,072 shares; 2025Q2: 6,125 shares; 2025Q3: 6,089 shares 6,089 $815K 0.08% -36 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: 7,185 shares; 2024Q4: 8,340 shares; 2025Q1: 8,296 shares; 2025Q2: 8,226 shares; 2025Q3: 8,226 shares 8,226 $794K 0.08% 0 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: 4,337 shares; 2024Q4: 4,408 shares; 2025Q1: 4,764 shares; 2025Q2: 4,857 shares; 2025Q3: 4,985 shares 4,985 $774K 0.07% +128 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: 12,939 shares; 2024Q4: 12,939 shares; 2025Q1: 13,099 shares; 2025Q2: 12,729 shares; 2025Q3: 11,677 shares 11,677 $762K 0.07% -1,052 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,834 shares; 2025Q1: 1,849 shares; 2025Q2: 1,812 shares; 2025Q3: 1,795 shares 1,795 $758K 0.07% -17 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: 3,908 shares; 2024Q4: 4,492 shares; 2025Q1: 5,454 shares; 2025Q2: 5,593 shares; 2025Q3: 5,595 shares 5,595 $746K 0.07% +2 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: 3,371 shares; 2024Q4: 3,366 shares; 2025Q1: 3,367 shares; 2025Q2: 3,368 shares; 2025Q3: 3,369 shares 3,369 $744K 0.07% +1 Timeline ESGE 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: 17,706 shares; 2024Q4: 17,867 shares; 2025Q1: 16,188 shares; 2025Q2: 15,971 shares; 2025Q3: 17,118 shares 17,118 $743K 0.07% +1,147 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,917 shares; 2024Q4: 16,917 shares; 2025Q1: 17,367 shares; 2025Q2: 16,811 shares; 2025Q3: 14,023 shares 14,023 $743K 0.07% -2,788 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: 5,622 shares; 2024Q4: 5,749 shares; 2025Q1: 5,652 shares; 2025Q2: 5,652 shares; 2025Q3: 5,652 shares 5,652 $729K 0.07% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,679 shares; 2025Q1: 2,680 shares; 2025Q2: 2,629 shares; 2025Q3: 2,633 shares 2,633 $687K 0.07% +4 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,739 shares; 2025Q1: 1,785 shares; 2025Q2: 1,818 shares; 2025Q3: 1,824 shares 1,824 $683K 0.06% +6 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: 6,481 shares; 2024Q4: 6,905 shares; 2025Q1: 6,665 shares; 2025Q2: 6,632 shares; 2025Q3: 6,636 shares 6,636 $674K 0.06% +4 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,901 shares; 2024Q4: 15,901 shares; 2025Q1: 15,901 shares; 2025Q2: 15,901 shares; 2025Q3: 15,901 shares 15,901 $671K 0.06% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares 156 $669K 0.06% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,711 shares 8,711 $666K 0.06% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 9,216 shares; 2025Q1: 8,205 shares; 2025Q2: 6,921 shares; 2025Q3: 6,596 shares 6,596 $661K 0.06% -325 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: 10,653 shares; 2024Q4: 8,171 shares; 2025Q1: 7,552 shares; 2025Q2: 6,879 shares; 2025Q3: 6,566 shares 6,566 $658K 0.06% -313 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: 282 shares; 2024Q4: 292 shares; 2025Q1: 305 shares; 2025Q2: 541 shares; 2025Q3: 544 shares 544 $652K 0.06% +3 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: 19,064 shares; 2024Q4: 23,567 shares; 2025Q1: 16,261 shares; 2025Q2: 15,929 shares; 2025Q3: 12,812 shares 12,812 $650K 0.06% -3,117 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: not reported; 2024Q4: not reported; 2025Q1: 1,034 shares; 2025Q2: 1,025 shares; 2025Q3: 1,047 shares 1,047 $644K 0.06% +22 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 3,749 shares; 2025Q1: 4,052 shares; 2025Q2: 4,054 shares; 2025Q3: 4,048 shares 4,048 $644K 0.06% -6 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: not reported; 2024Q4: not reported; 2025Q1: 6,521 shares; 2025Q2: 6,518 shares; 2025Q3: 6,499 shares 6,499 $637K 0.06% -19 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: 3,172 shares; 2024Q4: 2,892 shares; 2025Q1: 3,018 shares; 2025Q2: 3,101 shares; 2025Q3: 3,088 shares 3,088 $632K 0.06% -13 Timeline RPG 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: 13,149 shares; 2024Q4: 13,167 shares; 2025Q1: 13,176 shares; 2025Q2: 13,185 shares; 2025Q3: 13,198 shares 13,198 $630K 0.06% +13 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: 2,587 shares; 2024Q4: 2,587 shares; 2025Q1: 2,686 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares 2,587 $626K 0.06% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,610 shares; 2024Q4: 18,475 shares; 2025Q1: 19,259 shares; 2025Q2: 17,613 shares; 2025Q3: 16,823 shares 16,823 $594K 0.06% -790 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 14,009 shares; 2025Q1: 13,066 shares; 2025Q2: 13,079 shares; 2025Q3: 13,004 shares 13,004 $586K 0.06% -75 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: 3,030 shares; 2024Q4: 3,118 shares; 2025Q1: 3,265 shares; 2025Q2: 3,310 shares; 2025Q3: 3,143 shares 3,143 $577K 0.05% -167 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 14,731 shares; 2025Q1: 13,841 shares; 2025Q2: 13,783 shares; 2025Q3: 13,816 shares 13,816 $574K 0.05% +33 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,417 shares; 2024Q4: 9,417 shares; 2025Q1: 9,417 shares; 2025Q2: 9,817 shares; 2025Q3: 9,817 shares 9,817 $565K 0.05% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,998 shares; 2024Q4: 12,998 shares; 2025Q1: 12,998 shares; 2025Q2: 12,998 shares; 2025Q3: 12,998 shares 12,998 $556K 0.05% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares 1,841 $548K 0.05% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 10,477 shares; 2025Q1: 12,092 shares; 2025Q2: 11,890 shares; 2025Q3: 11,915 shares 11,915 $545K 0.05% +25 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: 2,232 shares; 2024Q4: 2,321 shares; 2025Q1: 2,436 shares; 2025Q2: 2,568 shares; 2025Q3: 2,587 shares 2,587 $520K 0.05% +19 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: not reported; 2024Q4: not reported; 2025Q1: 1,219 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares 1,570 $517K 0.05% 0 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: 5,408 shares; 2024Q4: 5,567 shares; 2025Q1: 5,759 shares; 2025Q2: 5,912 shares; 2025Q3: 5,314 shares 5,314 $506K 0.05% -598 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: 32,644 shares; 2024Q4: 30,089 shares; 2025Q1: 27,176 shares; 2025Q2: 15,978 shares; 2025Q3: 15,250 shares 15,250 $479K 0.05% -728 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: 5,962 shares; 2024Q4: 5,982 shares; 2025Q1: 7,885 shares; 2025Q2: 5,951 shares; 2025Q3: 3,997 shares 3,997 $475K 0.05% -1,954 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: 5,924 shares; 2024Q4: 17,834 shares; 2025Q1: 17,888 shares; 2025Q2: 17,941 shares; 2025Q3: 17,993 shares 17,993 $463K 0.04% +52 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: 3,404 shares; 2024Q4: 3,436 shares; 2025Q1: 3,781 shares; 2025Q2: 3,971 shares; 2025Q3: 4,008 shares 4,008 $459K 0.04% +37 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: not reported; 2024Q4: 1,151 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares 1,551 $456K 0.04% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares; 2025Q3: 3,700 shares 3,700 $453K 0.04% +1,292 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 4,844 shares; 2025Q1: 4,844 shares; 2025Q2: 4,844 shares; 2025Q3: 4,844 shares 4,844 $449K 0.04% 0 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: 757 shares; 2024Q4: 766 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 731 shares 731 $448K 0.04% 0 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: 2,051 shares; 2024Q4: 2,053 shares; 2025Q1: 4,307 shares; 2025Q2: 2,054 shares; 2025Q3: 2,055 shares 2,055 $443K 0.04% +1 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,765 shares; 2025Q3: 5,605 shares 5,605 $438K 0.04% +840 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,890 shares; 2025Q3: 13,927 shares 13,927 $435K 0.04% +37 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,011 shares; 2025Q1: 1,197 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares 1,202 $427K 0.04% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares 1,059 $426K 0.04% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,112 shares; 2024Q4: 5,561 shares; 2025Q1: 5,794 shares; 2025Q2: 5,256 shares; 2025Q3: 5,131 shares 5,131 $426K 0.04% -125 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: 2,915 shares; 2024Q4: 2,948 shares; 2025Q1: 3,080 shares; 2025Q2: 3,153 shares; 2025Q3: 3,165 shares 3,165 $424K 0.04% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,397 shares; 2025Q3: 8,397 shares 8,397 $424K 0.04% 0 Timeline XAR 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: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares 1,743 $410K 0.04% 0 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: 5,090 shares; 2024Q4: 5,090 shares; 2025Q1: 5,330 shares; 2025Q2: 4,510 shares; 2025Q3: 4,534 shares 4,534 $405K 0.04% +24 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: 1,543 shares; 2024Q4: 1,535 shares; 2025Q1: 1,536 shares; 2025Q2: 1,392 shares; 2025Q3: 1,399 shares 1,399 $395K 0.04% +7 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: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,903 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares 1,548 $394K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares 6,800 $386K 0.04% 0 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: 9,005 shares; 2024Q4: 9,428 shares; 2025Q1: 9,164 shares; 2025Q2: 9,134 shares; 2025Q3: 8,468 shares 8,468 $382K 0.04% -666 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 13,460 shares; 2025Q1: 13,675 shares; 2025Q2: 21,921 shares; 2025Q3: 22,186 shares 22,186 $381K 0.04% +265 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: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares; 2025Q3: 1,259 shares 1,259 $378K 0.04% -2 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 11,435 shares; 2025Q1: 7,381 shares; 2025Q2: 5,048 shares; 2025Q3: 3,299 shares 3,299 $367K 0.03% -1,749 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: 843 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 831 shares; 2025Q3: 773 shares 773 $362K 0.03% -58 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: 22,718 shares; 2024Q4: 16,347 shares; 2025Q1: 16,964 shares; 2025Q2: 16,281 shares; 2025Q3: 14,216 shares 14,216 $362K 0.03% -2,065 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,379 shares; 2024Q4: 6,285 shares; 2025Q1: 6,358 shares; 2025Q2: 6,221 shares; 2025Q3: 3,811 shares 3,811 $360K 0.03% -2,410 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: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares 2,450 $357K 0.03% 0 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: 1,028 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,054 shares; 2025Q3: 1,069 shares 1,069 $355K 0.03% +15 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,077 shares; 2025Q1: 2,073 shares; 2025Q2: 2,044 shares; 2025Q3: 1,839 shares 1,839 $354K 0.03% -205 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: 3,068 shares; 2024Q4: 3,102 shares; 2025Q1: 3,102 shares; 2025Q2: 3,117 shares; 2025Q3: 3,145 shares 3,145 $349K 0.03% +28 Timeline IAGG 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: 6,767 shares 6,767 $347K 0.03% new 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: 817 shares; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,663 shares; 2025Q3: 1,681 shares 1,681 $342K 0.03% +18 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: 59 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares 63 $340K 0.03% 0 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: 1,187 shares; 2024Q4: 1,217 shares; 2025Q1: 1,313 shares; 2025Q2: 1,339 shares; 2025Q3: 1,348 shares 1,348 $339K 0.03% +9 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: 412 shares; 2024Q4: 417 shares; 2025Q1: 474 shares; 2025Q2: 484 shares; 2025Q3: 496 shares 496 $339K 0.03% +12 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: not reported; 2024Q4: 2,644 shares; 2025Q1: not reported; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares 2,006 $336K 0.03% 0 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: 7,011 shares; 2024Q4: 7,249 shares; 2025Q1: 7,371 shares; 2025Q2: 7,656 shares; 2025Q3: 7,726 shares 7,726 $335K 0.03% +70 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: not reported; 2024Q4: 3,900 shares; 2025Q1: not reported; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares 3,900 $327K 0.03% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,232 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares 1,243 $324K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares 2,200 $315K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,178 shares; 2025Q1: 2,184 shares; 2025Q2: 4,274 shares; 2025Q3: 4,302 shares 4,302 $314K 0.03% +28 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: 1,201 shares; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares 1,201 $312K 0.03% 0 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: 10,626 shares; 2024Q4: not reported; 2025Q1: 10,465 shares; 2025Q2: 10,590 shares; 2025Q3: 9,087 shares 9,087 $305K 0.03% -1,503 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,861 shares; 2025Q3: 2,861 shares 2,861 $305K 0.03% 0 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: not reported; 2024Q4: 947 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares 1,062 $300K 0.03% 0 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: 5,876 shares; 2024Q4: 5,776 shares; 2025Q1: 5,811 shares; 2025Q2: 1,368 shares; 2025Q3: 842 shares 842 $291K 0.03% -526 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: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,229 shares; 2025Q2: 2,229 shares; 2025Q3: 2,229 shares 2,229 $290K 0.03% 0 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 9,514 shares; 2025Q1: 9,514 shares; 2025Q2: 9,255 shares; 2025Q3: 9,270 shares 9,270 $286K 0.03% +15 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 6,455 shares; 2025Q1: 6,511 shares; 2025Q2: 6,518 shares; 2025Q3: 6,524 shares 6,524 $277K 0.03% +6 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,532 shares 1,532 $275K 0.03% -35 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 9,348 shares; 2025Q1: 10,167 shares; 2025Q2: 9,966 shares; 2025Q3: 9,425 shares 9,425 $272K 0.03% -541 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: 687 shares; 2024Q4: 687 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares 727 $269K 0.03% 0 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,097 shares; 2025Q1: 5,097 shares; 2025Q2: 5,097 shares; 2025Q3: 5,097 shares 5,097 $266K 0.03% 0 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: 2,335 shares; 2024Q4: 2,336 shares; 2025Q1: 2,337 shares; 2025Q2: 2,338 shares; 2025Q3: 2,130 shares 2,130 $265K 0.03% -208 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: 2,932 shares; 2024Q4: 2,452 shares; 2025Q1: 2,553 shares; 2025Q2: 2,568 shares; 2025Q3: 572 shares 572 $262K 0.02% -1,996 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares 1,465 $259K 0.02% 0 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: 849 shares; 2024Q4: 877 shares; 2025Q1: 879 shares; 2025Q2: 882 shares; 2025Q3: 882 shares 882 $259K 0.02% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,746 shares; 2025Q1: 2,746 shares; 2025Q2: 2,746 shares; 2025Q3: 2,592 shares 2,592 $250K 0.02% -154 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 3,006 shares; 2025Q1: 3,009 shares; 2025Q2: 3,003 shares; 2025Q3: 3,006 shares 3,006 $249K 0.02% +3 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 7,084 shares; 2025Q1: 5,584 shares; 2025Q2: 5,653 shares; 2025Q3: 5,718 shares 5,718 $248K 0.02% +65 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,976 shares; 2024Q4: 9,994 shares; 2025Q1: 9,994 shares; 2025Q2: 9,950 shares; 2025Q3: 9,950 shares 9,950 $247K 0.02% 0 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: 425 shares; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 508 shares; 2025Q3: 512 shares 512 $243K 0.02% +4 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: 1,397 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares 1,387 $242K 0.02% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT 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: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares 4,000 $242K 0.02% new Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,513 shares; 2024Q4: 13,513 shares; 2025Q1: 13,513 shares; 2025Q2: 13,513 shares; 2025Q3: 13,513 shares 13,513 $241K 0.02% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,787 shares; 2025Q2: 1,787 shares; 2025Q3: 1,787 shares 1,787 $235K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,254 shares; 2025Q3: 5,310 shares 5,310 $233K 0.02% +56 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: 3,752 shares; 2024Q4: 3,868 shares; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 762 shares 762 $227K 0.02% -280 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800 $227K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: not reported; 2025Q1: 1,479 shares; 2025Q2: 1,483 shares; 2025Q3: 1,486 shares 1,486 $226K 0.02% +3 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: not reported; 2024Q4: 3,960 shares; 2025Q1: not reported; 2025Q2: 3,966 shares; 2025Q3: 3,968 shares 3,968 $225K 0.02% +2 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 3,818 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,215 shares 3,215 $224K 0.02% -2 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: 1,895 shares; 2024Q4: 1,226 shares; 2025Q1: 1,249 shares; 2025Q2: 1,174 shares; 2025Q3: 945 shares 945 $223K 0.02% -229 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: 11,706 shares; 2024Q4: 9,343 shares; 2025Q1: 8,134 shares; 2025Q2: 3,094 shares; 2025Q3: 2,194 shares 2,194 $221K 0.02% -900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares 1,547 $220K 0.02% 0 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: 438 shares; 2024Q4: 391 shares; 2025Q1: 421 shares; 2025Q2: not reported; 2025Q3: 453 shares 453 $220K 0.02% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares 374 $219K 0.02% new 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: 3,601 shares; 2024Q4: 2,893 shares; 2025Q1: 2,779 shares; 2025Q2: 2,890 shares; 2025Q3: 2,584 shares 2,584 $216K 0.02% -306 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 881 shares 881 $208K 0.02% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 1,275 shares 1,275 $207K 0.02% -750 Timeline ICLN 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: 12,483 shares; 2024Q4: 11,552 shares; 2025Q1: 13,805 shares; 2025Q2: 13,277 shares; 2025Q3: 13,345 shares 13,345 $207K 0.02% +68 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $88K 0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $65.2K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $45.4K <0.01% 0 Timeline