SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,049 shares; 2024Q4: 202,956 shares; 2025Q1: 101,902 shares; 2025Q2: 102,420 shares; 2025Q3: 102,156 shares; 2025Q4: 101,817 shares 101,817 $69.4M 6.43% -339 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; 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; 2025Q4: 720,467 shares 720,467 $59.4M 5.51% -5,457 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 584,390 shares; 2025Q2: 659,396 shares; 2025Q3: 766,528 shares; 2025Q4: 795,656 shares 795,656 $48.4M 4.48% +29,128 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,881 shares; 2024Q4: 37,141 shares; 2025Q1: 399,967 shares; 2025Q2: 385,186 shares; 2025Q3: 373,074 shares; 2025Q4: 382,010 shares 382,010 $40.8M 3.78% +8,936 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684,939 shares; 2024Q4: 686,669 shares; 2025Q1: 607,864 shares; 2025Q2: 635,250 shares; 2025Q3: 493,012 shares; 2025Q4: 450,052 shares 450,052 $40.3M 3.73% -42,960 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 444,575 shares; 2025Q2: 517,826 shares; 2025Q3: 537,900 shares; 2025Q4: 693,535 shares 693,535 $39.4M 3.65% +155,635 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,053 shares; 2024Q4: 456,619 shares; 2025Q1: 324,418 shares; 2025Q2: 321,916 shares; 2025Q3: 499,937 shares; 2025Q4: 582,828 shares 582,828 $39.2M 3.63% +82,891 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,519 shares; 2024Q4: 117,993 shares; 2025Q1: 125,455 shares; 2025Q2: 119,815 shares; 2025Q3: 131,935 shares; 2025Q4: 133,205 shares 133,205 $36.2M 3.36% +1,270 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,655 shares; 2024Q4: 26,028 shares; 2025Q1: 80,707 shares; 2025Q2: 45,089 shares; 2025Q3: 45,020 shares; 2025Q4: 46,235 shares 46,235 $31.7M 2.93% +1,215 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,403 shares; 2025Q2: 49,471 shares; 2025Q3: 89,517 shares; 2025Q4: 91,972 shares 91,972 $31.5M 2.92% +2,455 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; 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; 2025Q4: 943,628 shares 943,628 $25M 2.31% -75,259 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,618 shares; 2024Q4: 13,917 shares; 2025Q1: 215,280 shares; 2025Q2: 206,335 shares; 2025Q3: 186,240 shares; 2025Q4: 125,154 shares 125,154 $24.9M 2.3% -61,086 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,032 shares; 2024Q4: 82,733 shares; 2025Q1: 86,996 shares; 2025Q2: 84,941 shares; 2025Q3: 84,920 shares; 2025Q4: 85,060 shares 85,060 $19.6M 1.82% +140 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,042 shares; 2024Q4: 60,160 shares; 2025Q1: 61,643 shares; 2025Q2: 61,868 shares; 2025Q3: 62,329 shares; 2025Q4: 61,978 shares 61,978 $19.4M 1.8% -351 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,274 shares; 2024Q4: 37,127 shares; 2025Q1: 40,668 shares; 2025Q2: 40,560 shares; 2025Q3: 40,538 shares; 2025Q4: 38,803 shares 38,803 $18.8M 1.74% -1,735 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,599 shares; 2024Q4: 84,760 shares; 2025Q1: 97,162 shares; 2025Q2: 98,335 shares; 2025Q3: 97,976 shares; 2025Q4: 97,854 shares 97,854 $18.2M 1.69% -122 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,787 shares; 2024Q4: 44,557 shares; 2025Q1: 372,362 shares; 2025Q2: 373,523 shares; 2025Q3: 369,104 shares; 2025Q4: 385,786 shares 385,786 $18.1M 1.68% +16,682 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 10,371 shares; 2025Q1: 275,302 shares; 2025Q2: 281,857 shares; 2025Q3: 288,393 shares; 2025Q4: 301,134 shares 301,134 $17.4M 1.62% +12,741 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253,799 shares; 2025Q3: 447,278 shares; 2025Q4: 498,801 shares 498,801 $16.6M 1.54% +51,523 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,891 shares; 2024Q4: 47,148 shares; 2025Q1: 48,114 shares; 2025Q2: 48,068 shares; 2025Q3: 48,091 shares; 2025Q4: 47,307 shares 47,307 $15.2M 1.41% -784 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,487 shares; 2024Q4: 10,458 shares; 2025Q1: 140,023 shares; 2025Q2: 164,794 shares; 2025Q3: 190,826 shares; 2025Q4: 186,414 shares 186,414 $15.1M 1.4% -4,412 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,580 shares; 2025Q2: 34,599 shares; 2025Q3: 34,732 shares; 2025Q4: 60,361 shares 60,361 $15.1M 1.4% +25,629 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338,479 shares; 2025Q3: 343,513 shares; 2025Q4: 349,279 shares 349,279 $13.5M 1.25% +5,766 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,970 shares; 2024Q4: 126,103 shares; 2025Q1: 48,122 shares; 2025Q2: 43,889 shares; 2025Q3: 42,928 shares; 2025Q4: 41,462 shares 41,462 $13.4M 1.24% -1,466 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,344 shares; 2024Q4: 41,584 shares; 2025Q1: 42,395 shares; 2025Q2: 42,651 shares; 2025Q3: 42,775 shares; 2025Q4: 86,324 shares 86,324 $12.4M 1.15% +43,549 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,078 shares; 2024Q4: 183,032 shares; 2025Q1: 67,364 shares; 2025Q2: 59,836 shares; 2025Q3: 58,512 shares; 2025Q4: 56,128 shares 56,128 $11.9M 1.1% -2,384 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,219 shares; 2024Q4: 28,631 shares; 2025Q1: 29,520 shares; 2025Q2: 34,189 shares; 2025Q3: 34,007 shares; 2025Q4: 33,422 shares 33,422 $11.6M 1.07% -585 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,162 shares; 2024Q4: 9,157 shares; 2025Q1: 9,507 shares; 2025Q2: 9,729 shares; 2025Q3: 9,760 shares; 2025Q4: 9,827 shares 9,827 $10.6M 0.98% +67 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,889 shares; 2025Q4: 162,478 shares 162,478 $10.5M 0.98% +11,589 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,055 shares; 2024Q4: 31,591 shares; 2025Q1: 38,495 shares; 2025Q2: 39,495 shares; 2025Q3: 39,448 shares; 2025Q4: 32,228 shares 32,228 $10.1M 0.93% -7,220 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,969 shares; 2024Q4: 147,404 shares; 2025Q1: 146,868 shares; 2025Q2: 158,631 shares; 2025Q3: 157,259 shares; 2025Q4: 143,950 shares 143,950 $9.99M 0.93% -13,309 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,516 shares; 2024Q4: 26,676 shares; 2025Q1: 27,359 shares; 2025Q2: 27,413 shares; 2025Q3: 27,034 shares; 2025Q4: 26,917 shares 26,917 $9.44M 0.87% -117 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,096 shares; 2024Q4: 47,938 shares; 2025Q1: 48,750 shares; 2025Q2: 49,011 shares; 2025Q3: 48,351 shares; 2025Q4: 48,121 shares 48,121 $8.83M 0.82% -230 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,627 shares; 2024Q4: 12,308 shares; 2025Q1: 12,887 shares; 2025Q2: 12,416 shares; 2025Q3: 12,405 shares; 2025Q4: 13,387 shares 13,387 $8.22M 0.76% +982 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,268 shares; 2024Q4: 11,374 shares; 2025Q1: 11,672 shares; 2025Q2: 11,347 shares; 2025Q3: 11,190 shares; 2025Q4: 11,463 shares 11,463 $7.57M 0.7% +273 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,240 shares; 2025Q2: 90,776 shares; 2025Q3: 32,803 shares; 2025Q4: 36,210 shares 36,210 $7.23M 0.67% +3,407 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,647 shares; 2024Q4: 93,323 shares; 2025Q1: 91,148 shares; 2025Q2: 94,828 shares; 2025Q3: 87,993 shares; 2025Q4: 88,080 shares 88,080 $7.07M 0.65% +87 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,226 shares; 2025Q2: 44,209 shares; 2025Q3: 117,085 shares; 2025Q4: 128,919 shares 128,919 $6.28M 0.58% +11,834 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,888 shares; 2024Q4: 25,136 shares; 2025Q1: 25,602 shares; 2025Q2: 25,888 shares; 2025Q3: 26,021 shares; 2025Q4: 26,124 shares 26,124 $5.97M 0.55% +103 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,349 shares; 2024Q4: 48,721 shares; 2025Q1: 50,106 shares; 2025Q2: 49,552 shares; 2025Q3: 49,602 shares; 2025Q4: 50,130 shares 50,130 $5.58M 0.52% +528 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170,673 shares; 2025Q2: 189,081 shares; 2025Q3: 100,390 shares; 2025Q4: 102,689 shares 102,689 $5.42M 0.5% +2,299 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,824 shares; 2025Q1: 4,955 shares; 2025Q2: 5,012 shares; 2025Q3: 5,027 shares; 2025Q4: 5,022 shares 5,022 $5.38M 0.5% -5 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,391 shares; 2024Q4: 5,412 shares; 2025Q1: 5,700 shares; 2025Q2: 5,774 shares; 2025Q3: 5,794 shares; 2025Q4: 5,799 shares 5,799 $5.1M 0.47% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,562 shares; 2025Q4: 78,105 shares 78,105 $5.03M 0.47% -9,457 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,705 shares; 2024Q4: 30,770 shares; 2025Q1: 31,515 shares; 2025Q2: 32,368 shares; 2025Q3: 32,858 shares; 2025Q4: 32,552 shares 32,552 $5.02M 0.46% -306 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,078 shares; 2024Q4: 47,078 shares; 2025Q1: 53,608 shares; 2025Q2: 62,299 shares; 2025Q3: 62,299 shares; 2025Q4: 62,299 shares 62,299 $4.7M 0.44% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,994 shares; 2024Q4: 28,666 shares; 2025Q1: 29,912 shares; 2025Q2: 29,036 shares; 2025Q3: 29,017 shares; 2025Q4: 28,826 shares 28,826 $4.69M 0.43% -191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185,664 shares; 2025Q4: 202,280 shares 202,280 $4.69M 0.43% +16,616 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,442 shares; 2024Q4: 9,482 shares; 2025Q1: 7,719 shares; 2025Q2: 7,818 shares; 2025Q3: 7,842 shares; 2025Q4: 9,300 shares 9,300 $4.5M 0.42% +1,458 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 8,351 shares; 2025Q1: 8,720 shares; 2025Q2: 7,994 shares; 2025Q3: 8,026 shares; 2025Q4: 9,965 shares 9,965 $4.48M 0.42% +1,939 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,659 shares; 2025Q2: 43,793 shares; 2025Q3: 45,850 shares; 2025Q4: 46,654 shares 46,654 $4.44M 0.41% +804 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,400 shares; 2024Q4: 186,634 shares; 2025Q1: 63,357 shares; 2025Q2: 48,286 shares; 2025Q3: 39,379 shares; 2025Q4: 22,980 shares 22,980 $4.4M 0.41% -16,399 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,482 shares; 2024Q4: 32,513 shares; 2025Q1: 33,233 shares; 2025Q2: 33,757 shares; 2025Q3: 33,863 shares; 2025Q4: 35,089 shares 35,089 $4.38M 0.41% +1,226 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,170 shares; 2025Q2: 41,114 shares; 2025Q3: 42,246 shares; 2025Q4: 42,726 shares 42,726 $4.11M 0.38% +480 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,219 shares; 2024Q4: 85,172 shares; 2025Q1: 81,153 shares; 2025Q2: 65,928 shares; 2025Q3: 66,216 shares; 2025Q4: 63,699 shares 63,699 $3.98M 0.37% -2,517 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,159 shares; 2024Q4: 20,319 shares; 2025Q1: 21,235 shares; 2025Q2: 20,191 shares; 2025Q3: 20,162 shares; 2025Q4: 17,428 shares 17,428 $3.97M 0.37% -2,734 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,761 shares; 2024Q4: 54,783 shares; 2025Q1: 54,902 shares; 2025Q2: 54,724 shares; 2025Q3: 55,043 shares; 2025Q4: 55,047 shares 55,047 $3.85M 0.36% +4 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 5,894 shares; 2025Q1: 6,473 shares; 2025Q2: 6,481 shares; 2025Q3: 6,480 shares; 2025Q4: 6,439 shares 6,439 $3.69M 0.34% -41 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,828 shares; 2024Q4: 17,919 shares; 2025Q1: 18,630 shares; 2025Q2: 18,888 shares; 2025Q3: 18,694 shares; 2025Q4: 18,811 shares 18,811 $3.67M 0.34% +117 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,984 shares; 2024Q4: 40,406 shares; 2025Q1: 35,945 shares; 2025Q2: 33,636 shares; 2025Q3: 32,559 shares; 2025Q4: 33,194 shares 33,194 $3.49M 0.32% +635 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,515 shares; 2024Q4: 28,802 shares; 2025Q1: 30,048 shares; 2025Q2: 30,237 shares; 2025Q3: 28,930 shares; 2025Q4: 28,769 shares 28,769 $3.37M 0.31% -161 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,647 shares; 2024Q4: 39,134 shares; 2025Q1: 40,514 shares; 2025Q2: 60,090 shares; 2025Q3: 60,279 shares; 2025Q4: 60,410 shares 60,410 $3.32M 0.31% +131 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 9,361 shares; 2025Q1: 9,505 shares; 2025Q2: 9,549 shares; 2025Q3: 9,547 shares; 2025Q4: 9,545 shares 9,545 $3.28M 0.3% -2 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,347 shares; 2025Q1: 3,478 shares; 2025Q2: 3,523 shares; 2025Q3: 3,508 shares; 2025Q4: 3,488 shares 3,488 $3.01M 0.28% -20 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,011 shares; 2024Q4: 26,986 shares; 2025Q1: 22,511 shares; 2025Q2: 22,360 shares; 2025Q3: 21,797 shares; 2025Q4: 21,455 shares 21,455 $2.99M 0.28% -342 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,943 shares; 2024Q4: 8,994 shares; 2025Q1: 9,194 shares; 2025Q2: 9,451 shares; 2025Q3: 9,486 shares; 2025Q4: 9,337 shares 9,337 $2.85M 0.26% -149 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,592 shares; 2024Q4: 22,637 shares; 2025Q1: 20,381 shares; 2025Q2: 19,742 shares; 2025Q3: 60,616 shares; 2025Q4: 24,595 shares 24,595 $2.71M 0.25% -36,021 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,949 shares; 2024Q4: 18,194 shares; 2025Q1: 18,711 shares; 2025Q2: 19,100 shares; 2025Q3: 19,097 shares; 2025Q4: 18,729 shares 18,729 $2.68M 0.25% -368 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: 14,517 shares; 2025Q1: 14,245 shares; 2025Q2: 13,783 shares; 2025Q3: 13,790 shares; 2025Q4: 13,803 shares 13,803 $2.64M 0.24% +13 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,087 shares; 2024Q4: 32,380 shares; 2025Q1: 33,745 shares; 2025Q2: 33,662 shares; 2025Q3: 33,129 shares; 2025Q4: 32,536 shares 32,536 $2.61M 0.24% -593 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,347 shares; 2024Q4: 6,416 shares; 2025Q1: 6,728 shares; 2025Q2: 16,316 shares; 2025Q3: 17,204 shares; 2025Q4: 21,679 shares 21,679 $2.61M 0.24% +4,475 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 5,107 shares; 2025Q1: 7,952 shares; 2025Q2: 10,005 shares; 2025Q3: 10,396 shares; 2025Q4: 13,371 shares 13,371 $2.61M 0.24% +2,975 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,375 shares; 2024Q4: 27,662 shares; 2025Q1: 29,686 shares; 2025Q2: 30,292 shares; 2025Q3: 30,259 shares; 2025Q4: 60,882 shares 60,882 $2.6M 0.24% +30,623 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,945 shares; 2024Q4: 25,785 shares; 2025Q1: 22,284 shares; 2025Q2: 20,875 shares; 2025Q3: 19,665 shares; 2025Q4: 18,874 shares 18,874 $2.43M 0.23% -791 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,323 shares; 2024Q4: 33,442 shares; 2025Q1: 35,441 shares; 2025Q2: 36,422 shares; 2025Q3: 37,604 shares; 2025Q4: 35,180 shares 35,180 $2.28M 0.21% -2,424 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,091 shares; 2024Q4: 10,756 shares; 2025Q1: 10,714 shares; 2025Q2: 10,893 shares; 2025Q3: 10,436 shares; 2025Q4: 10,330 shares 10,330 $2.14M 0.2% -106 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,588 shares; 2025Q1: 3,777 shares; 2025Q2: 3,805 shares; 2025Q3: 3,795 shares; 2025Q4: 3,721 shares 3,721 $2.12M 0.2% -74 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 8,330 shares; 2025Q1: 8,392 shares; 2025Q2: 7,982 shares; 2025Q3: 7,926 shares; 2025Q4: 7,774 shares 7,774 $2.06M 0.19% -152 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 8,850 shares; 2025Q1: 8,993 shares; 2025Q2: 9,142 shares; 2025Q3: 8,724 shares; 2025Q4: 8,910 shares 8,910 $2.04M 0.19% +186 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,984 shares; 2024Q4: 12,031 shares; 2025Q1: 12,374 shares; 2025Q2: 12,311 shares; 2025Q3: 12,261 shares; 2025Q4: 11,885 shares 11,885 $2.03M 0.19% -376 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,474 shares; 2024Q4: 22,724 shares; 2025Q1: 21,371 shares; 2025Q2: 21,922 shares; 2025Q3: 21,916 shares; 2025Q4: 21,301 shares 21,301 $2.03M 0.19% -615 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,326 shares; 2024Q4: 23,513 shares; 2025Q1: 23,906 shares; 2025Q2: 24,330 shares; 2025Q3: 24,360 shares; 2025Q4: 23,991 shares 23,991 $2.02M 0.19% -369 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,576 shares; 2024Q4: 22,764 shares; 2025Q1: 23,881 shares; 2025Q2: 20,790 shares; 2025Q3: 20,654 shares; 2025Q4: 20,390 shares 20,390 $1.92M 0.18% -264 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 3,770 shares; 2025Q1: 3,895 shares; 2025Q2: 4,086 shares; 2025Q3: 4,082 shares; 2025Q4: 4,095 shares 4,095 $1.92M 0.18% +13 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,059 shares; 2024Q4: 88,715 shares; 2025Q1: 33,245 shares; 2025Q2: 26,542 shares; 2025Q3: 22,956 shares; 2025Q4: 21,274 shares 21,274 $1.88M 0.17% -1,682 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,433 shares; 2024Q4: 17,105 shares; 2025Q1: 17,760 shares; 2025Q2: 18,146 shares; 2025Q3: 18,008 shares; 2025Q4: 17,758 shares 17,758 $1.86M 0.17% -250 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,441 shares; 2025Q1: 5,638 shares; 2025Q2: 5,652 shares; 2025Q3: 5,592 shares; 2025Q4: 5,430 shares 5,430 $1.83M 0.17% -162 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,277 shares; 2025Q1: 3,277 shares; 2025Q2: 3,714 shares; 2025Q3: 3,732 shares; 2025Q4: 3,577 shares 3,577 $1.8M 0.17% -155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,411 shares; 2024Q4: 21,594 shares; 2025Q1: 21,605 shares; 2025Q2: 21,966 shares; 2025Q3: 21,843 shares; 2025Q4: 22,084 shares 22,084 $1.72M 0.16% +241 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,755 shares; 2024Q4: 13,755 shares; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares; 2025Q4: 4,755 shares 4,755 $1.7M 0.16% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,309 shares; 2025Q1: 21,309 shares; 2025Q2: 21,309 shares; 2025Q3: 21,309 shares; 2025Q4: 21,309 shares 21,309 $1.57M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,933 shares; 2024Q4: 12,933 shares; 2025Q1: 12,933 shares; 2025Q2: 12,933 shares; 2025Q3: 12,933 shares; 2025Q4: 12,933 shares 12,933 $1.56M 0.14% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: 5,111 shares; 2025Q1: 5,373 shares; 2025Q2: 5,369 shares; 2025Q3: 6,595 shares; 2025Q4: 4,452 shares 4,452 $1.56M 0.14% -2,143 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,029 shares; 2024Q4: 6,178 shares; 2025Q1: 6,179 shares; 2025Q2: 6,323 shares; 2025Q3: 6,068 shares; 2025Q4: 5,700 shares 5,700 $1.53M 0.14% -368 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,596 shares; 2024Q4: 13,638 shares; 2025Q1: 13,848 shares; 2025Q2: 14,494 shares; 2025Q3: 14,729 shares; 2025Q4: 15,047 shares 15,047 $1.49M 0.14% +318 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,259 shares; 2024Q4: 14,727 shares; 2025Q1: 15,560 shares; 2025Q2: 15,581 shares; 2025Q3: 15,657 shares; 2025Q4: 15,622 shares 15,622 $1.44M 0.13% -35 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 2,937 shares; 2025Q1: 2,937 shares; 2025Q2: 2,937 shares; 2025Q3: 2,937 shares; 2025Q4: 2,937 shares 2,937 $1.43M 0.13% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 6,023 shares; 2025Q1: 6,138 shares; 2025Q2: 6,019 shares; 2025Q3: 6,019 shares; 2025Q4: 11,864 shares 11,864 $1.42M 0.13% +5,845 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,658 shares; 2025Q3: 7,780 shares; 2025Q4: 7,944 shares 7,944 $1.41M 0.13% +164 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,535 shares; 2025Q1: 1,536 shares; 2025Q2: 1,392 shares; 2025Q3: 1,399 shares; 2025Q4: 4,296 shares 4,296 $1.41M 0.13% +2,897 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,675 shares; 2024Q4: 9,785 shares; 2025Q1: 10,184 shares; 2025Q2: 9,344 shares; 2025Q3: 9,283 shares; 2025Q4: 9,083 shares 9,083 $1.41M 0.13% -200 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,419 shares; 2024Q4: 17,586 shares; 2025Q1: 17,330 shares; 2025Q2: 17,454 shares; 2025Q3: 17,475 shares; 2025Q4: 17,670 shares 17,670 $1.36M 0.13% +195 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,670 shares; 2024Q4: 31,729 shares; 2025Q1: 31,477 shares; 2025Q2: 25,490 shares; 2025Q3: 26,429 shares; 2025Q4: 24,070 shares 24,070 $1.29M 0.12% -2,359 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,154 shares; 2024Q4: 8,584 shares; 2025Q1: 7,182 shares; 2025Q2: 5,914 shares; 2025Q3: 6,089 shares; 2025Q4: 5,957 shares 5,957 $1.28M 0.12% -132 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,304 shares; 2025Q1: 2,408 shares; 2025Q2: 2,425 shares; 2025Q3: 2,422 shares; 2025Q4: 2,402 shares 2,402 $1.26M 0.12% -20 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 3,819 shares; 2025Q1: 3,826 shares; 2025Q2: 3,826 shares; 2025Q3: 3,754 shares; 2025Q4: 3,704 shares 3,704 $1.24M 0.12% -50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,644 shares; 2025Q1: not reported; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares; 2025Q4: 4,198 shares 4,198 $1.2M 0.11% +2,192 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,124 shares; 2024Q4: 18,210 shares; 2025Q1: 18,229 shares; 2025Q2: 18,290 shares; 2025Q3: 18,608 shares; 2025Q4: 19,034 shares 19,034 $1.14M 0.11% +426 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,508 shares; 2024Q4: 6,593 shares; 2025Q1: 6,967 shares; 2025Q2: 6,947 shares; 2025Q3: 6,911 shares; 2025Q4: 6,828 shares 6,828 $1.11M 0.1% -83 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,736 shares; 2025Q1: 2,736 shares; 2025Q2: 2,736 shares; 2025Q3: 2,736 shares; 2025Q4: 2,736 shares 2,736 $1.09M 0.1% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,678 shares; 2024Q4: 101,526 shares; 2025Q1: 25,703 shares; 2025Q2: 18,230 shares; 2025Q3: 15,464 shares; 2025Q4: 13,369 shares 13,369 $1.05M 0.1% -2,095 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 7,678 shares; 2025Q1: 7,612 shares; 2025Q2: 7,730 shares; 2025Q3: 7,386 shares; 2025Q4: 7,317 shares 7,317 $1.05M 0.1% -69 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,372 shares 1,372 $1.03M 0.1% +1 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,633 shares; 2025Q1: 2,627 shares; 2025Q2: 2,627 shares; 2025Q3: 2,627 shares; 2025Q4: 2,627 shares 2,627 $981K 0.09% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,186 shares; 2024Q4: 16,672 shares; 2025Q1: 17,257 shares; 2025Q2: 17,273 shares; 2025Q3: 17,295 shares; 2025Q4: 17,084 shares 17,084 $912K 0.08% -211 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 4,012 shares; 2025Q1: 4,123 shares; 2025Q2: 3,962 shares; 2025Q3: 3,944 shares; 2025Q4: 3,925 shares 3,925 $883K 0.08% -19 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,977 shares; 2024Q4: 12,050 shares; 2025Q1: 10,825 shares; 2025Q2: 10,627 shares; 2025Q3: 9,368 shares; 2025Q4: 9,236 shares 9,236 $878K 0.08% -132 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,834 shares; 2025Q1: 1,849 shares; 2025Q2: 1,812 shares; 2025Q3: 1,795 shares; 2025Q4: 1,709 shares 1,709 $872K 0.08% -86 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,562 shares; 2025Q2: 3,594 shares; 2025Q3: 3,768 shares; 2025Q4: 3,929 shares 3,929 $862K 0.08% +161 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 4,408 shares; 2025Q1: 4,764 shares; 2025Q2: 4,857 shares; 2025Q3: 4,985 shares; 2025Q4: 5,554 shares 5,554 $847K 0.08% +569 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,142 shares; 2024Q4: 11,142 shares; 2025Q1: 10,030 shares; 2025Q2: 9,675 shares; 2025Q3: 9,675 shares; 2025Q4: 9,675 shares 9,675 $844K 0.08% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 2,892 shares; 2025Q1: 3,018 shares; 2025Q2: 3,101 shares; 2025Q3: 3,088 shares; 2025Q4: 3,188 shares 3,188 $819K 0.08% +100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 4,492 shares; 2025Q1: 5,454 shares; 2025Q2: 5,593 shares; 2025Q3: 5,595 shares; 2025Q4: 5,574 shares 5,574 $807K 0.07% -21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 1,855 shares; 2025Q1: 1,938 shares; 2025Q2: 1,957 shares; 2025Q3: 1,926 shares; 2025Q4: 1,899 shares 1,899 $791K 0.07% -27 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,738 shares 1,738 $791K 0.07% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,939 shares; 2024Q4: 12,939 shares; 2025Q1: 13,099 shares; 2025Q2: 12,729 shares; 2025Q3: 11,677 shares; 2025Q4: 11,677 shares 11,677 $771K 0.07% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,034 shares; 2025Q2: 1,025 shares; 2025Q3: 1,047 shares; 2025Q4: 1,173 shares 1,173 $766K 0.07% +126 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,917 shares; 2024Q4: 16,917 shares; 2025Q1: 17,367 shares; 2025Q2: 16,811 shares; 2025Q3: 14,023 shares; 2025Q4: 14,023 shares 14,023 $765K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,711 shares; 2025Q4: 8,920 shares 8,920 $762K 0.07% +209 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 8,340 shares; 2025Q1: 8,296 shares; 2025Q2: 8,226 shares; 2025Q3: 8,226 shares; 2025Q4: 7,879 shares 7,879 $759K 0.07% -347 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,481 shares; 2024Q4: 6,905 shares; 2025Q1: 6,665 shares; 2025Q2: 6,632 shares; 2025Q3: 6,636 shares; 2025Q4: 6,407 shares 6,407 $748K 0.07% -229 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,366 shares; 2025Q1: 3,367 shares; 2025Q2: 3,368 shares; 2025Q3: 3,369 shares; 2025Q4: 3,369 shares 3,369 $740K 0.07% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,507 shares 4,507 $733K 0.07% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 3,749 shares; 2025Q1: 4,052 shares; 2025Q2: 4,054 shares; 2025Q3: 4,048 shares; 2025Q4: 4,126 shares 4,126 $732K 0.07% +78 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 9,216 shares; 2025Q1: 8,205 shares; 2025Q2: 6,921 shares; 2025Q3: 6,596 shares; 2025Q4: 5,942 shares 5,942 $724K 0.07% -654 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 14,009 shares; 2025Q1: 13,066 shares; 2025Q2: 13,079 shares; 2025Q3: 13,004 shares; 2025Q4: 15,712 shares 15,712 $722K 0.07% +2,708 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,458 shares 5,458 $715K 0.07% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,901 shares; 2024Q4: 15,901 shares; 2025Q1: 15,901 shares; 2025Q2: 15,901 shares; 2025Q3: 15,901 shares; 2025Q4: 15,901 shares 15,901 $705K 0.07% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,806 shares; 2025Q1: 6,072 shares; 2025Q2: 6,125 shares; 2025Q3: 6,089 shares; 2025Q4: 4,066 shares 4,066 $696K 0.06% -2,023 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,706 shares; 2024Q4: 17,867 shares; 2025Q1: 16,188 shares; 2025Q2: 15,971 shares; 2025Q3: 17,118 shares; 2025Q4: 15,241 shares 15,241 $673K 0.06% -1,877 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 2,587 shares; 2025Q1: 2,686 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 2,661 shares 2,661 $655K 0.06% +74 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,610 shares; 2024Q4: 18,475 shares; 2025Q1: 19,259 shares; 2025Q2: 17,613 shares; 2025Q3: 16,823 shares; 2025Q4: 16,997 shares 16,997 $625K 0.06% +174 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,679 shares; 2025Q1: 2,680 shares; 2025Q2: 2,629 shares; 2025Q3: 2,633 shares; 2025Q4: 2,534 shares 2,534 $624K 0.06% -99 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,149 shares; 2024Q4: 13,167 shares; 2025Q1: 13,176 shares; 2025Q2: 13,185 shares; 2025Q3: 13,198 shares; 2025Q4: 13,200 shares 13,200 $616K 0.06% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,219 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,683 shares 1,683 $595K 0.06% +113 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,653 shares; 2024Q4: 8,171 shares; 2025Q1: 7,552 shares; 2025Q2: 6,879 shares; 2025Q3: 6,566 shares; 2025Q4: 5,944 shares 5,944 $594K 0.06% -622 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 10,477 shares; 2025Q1: 12,092 shares; 2025Q2: 11,890 shares; 2025Q3: 11,915 shares; 2025Q4: 12,040 shares 12,040 $592K 0.05% +125 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,739 shares; 2025Q1: 1,785 shares; 2025Q2: 1,818 shares; 2025Q3: 1,824 shares; 2025Q4: 1,823 shares 1,823 $581K 0.05% -1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,998 shares; 2024Q4: 12,998 shares; 2025Q1: 12,998 shares; 2025Q2: 12,998 shares; 2025Q3: 12,998 shares; 2025Q4: 12,998 shares 12,998 $577K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,417 shares; 2024Q4: 9,417 shares; 2025Q1: 9,417 shares; 2025Q2: 9,817 shares; 2025Q3: 9,817 shares; 2025Q4: 9,817 shares 9,817 $571K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,521 shares; 2025Q2: 6,518 shares; 2025Q3: 6,499 shares; 2025Q4: 6,911 shares 6,911 $565K 0.05% +412 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,468 shares 2,468 $558K 0.05% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares 1,841 $556K 0.05% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,118 shares; 2025Q1: 3,265 shares; 2025Q2: 3,310 shares; 2025Q3: 3,143 shares; 2025Q4: 3,084 shares 3,084 $535K 0.05% -59 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares 156 $529K 0.05% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 855 shares 855 $516K 0.05% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 5,567 shares; 2025Q1: 5,759 shares; 2025Q2: 5,912 shares; 2025Q3: 5,314 shares; 2025Q4: 5,305 shares 5,305 $510K 0.05% -9 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 14,731 shares; 2025Q1: 13,841 shares; 2025Q2: 13,783 shares; 2025Q3: 13,816 shares; 2025Q4: 12,331 shares 12,331 $509K 0.05% -1,485 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 292 shares; 2025Q1: 305 shares; 2025Q2: 541 shares; 2025Q3: 544 shares; 2025Q4: 5,339 shares 5,339 $501K 0.05% +4,795 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,321 shares; 2025Q1: 2,436 shares; 2025Q2: 2,568 shares; 2025Q3: 2,587 shares; 2025Q4: 2,373 shares 2,373 $495K 0.05% -214 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 17,834 shares; 2025Q1: 17,888 shares; 2025Q2: 17,941 shares; 2025Q3: 17,993 shares; 2025Q4: 18,049 shares 18,049 $473K 0.04% +56 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares 6,800 $472K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,379 shares; 2024Q4: 6,285 shares; 2025Q1: 6,358 shares; 2025Q2: 6,221 shares; 2025Q3: 3,811 shares; 2025Q4: 5,033 shares 5,033 $471K 0.04% +1,222 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 766 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 731 shares 731 $458K 0.04% 0 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 4,844 shares; 2025Q1: 4,844 shares; 2025Q2: 4,844 shares; 2025Q3: 4,844 shares; 2025Q4: 4,844 shares 4,844 $457K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 2,053 shares; 2025Q1: 4,307 shares; 2025Q2: 2,054 shares; 2025Q3: 2,055 shares; 2025Q4: 2,056 shares 2,056 $452K 0.04% +1 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,890 shares; 2025Q3: 13,927 shares; 2025Q4: 13,964 shares 13,964 $448K 0.04% +37 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 3,436 shares; 2025Q1: 3,781 shares; 2025Q2: 3,971 shares; 2025Q3: 4,008 shares; 2025Q4: 3,880 shares 3,880 $441K 0.04% -128 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,765 shares; 2025Q3: 5,605 shares; 2025Q4: 5,231 shares 5,231 $441K 0.04% -374 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares; 2025Q3: 3,700 shares; 2025Q4: 3,625 shares 3,625 $441K 0.04% -75 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares 1,059 $437K 0.04% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,644 shares; 2024Q4: 30,089 shares; 2025Q1: 27,176 shares; 2025Q2: 15,978 shares; 2025Q3: 15,250 shares; 2025Q4: 14,384 shares 14,384 $430K 0.04% -866 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,112 shares; 2024Q4: 5,561 shares; 2025Q1: 5,794 shares; 2025Q2: 5,256 shares; 2025Q3: 5,131 shares; 2025Q4: 5,121 shares 5,121 $424K 0.04% -10 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,217 shares; 2025Q1: 1,313 shares; 2025Q2: 1,339 shares; 2025Q3: 1,348 shares; 2025Q4: 1,747 shares 1,747 $421K 0.04% +399 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,962 shares; 2024Q4: 5,982 shares; 2025Q1: 7,885 shares; 2025Q2: 5,951 shares; 2025Q3: 3,997 shares; 2025Q4: 3,502 shares 3,502 $421K 0.04% -495 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,743 shares 1,743 $420K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,090 shares; 2025Q1: 5,330 shares; 2025Q2: 4,510 shares; 2025Q3: 4,534 shares; 2025Q4: 9,117 shares 9,117 $408K 0.04% +4,583 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,397 shares; 2025Q3: 8,397 shares; 2025Q4: 8,412 shares 8,412 $402K 0.04% +15 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,903 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares 1,548 $399K 0.04% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,948 shares; 2025Q1: 3,080 shares; 2025Q2: 3,153 shares; 2025Q3: 3,165 shares; 2025Q4: 3,161 shares 3,161 $396K 0.04% -4 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,054 shares; 2025Q3: 1,069 shares; 2025Q4: 1,068 shares 1,068 $395K 0.04% -1 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,102 shares; 2025Q1: 3,102 shares; 2025Q2: 3,117 shares; 2025Q3: 3,145 shares; 2025Q4: 3,143 shares 3,143 $386K 0.04% -2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,232 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,228 shares 1,228 $381K 0.04% -15 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,011 shares; 2025Q1: 1,197 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 952 shares 952 $377K 0.03% -250 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 13,460 shares; 2025Q1: 13,675 shares; 2025Q2: 21,921 shares; 2025Q3: 22,186 shares; 2025Q4: 22,464 shares 22,464 $370K 0.03% +278 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $364K 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares; 2025Q3: 1,259 shares; 2025Q4: 1,260 shares 1,260 $364K 0.03% +1 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,064 shares; 2024Q4: 23,567 shares; 2025Q1: 16,261 shares; 2025Q2: 15,929 shares; 2025Q3: 12,812 shares; 2025Q4: 7,166 shares 7,166 $362K 0.03% -5,646 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,626 shares; 2024Q4: not reported; 2025Q1: 10,465 shares; 2025Q2: 10,590 shares; 2025Q3: 9,087 shares; 2025Q4: 9,701 shares 9,701 $358K 0.03% +614 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 11,435 shares; 2025Q1: 7,381 shares; 2025Q2: 5,048 shares; 2025Q3: 3,299 shares; 2025Q4: 3,217 shares 3,217 $354K 0.03% -82 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,151 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,203 shares 1,203 $349K 0.03% -348 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,718 shares; 2024Q4: 16,347 shares; 2025Q1: 16,964 shares; 2025Q2: 16,281 shares; 2025Q3: 14,216 shares; 2025Q4: 13,902 shares 13,902 $346K 0.03% -314 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares 1,201 $346K 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares 63 $337K 0.03% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,767 shares; 2025Q4: 6,641 shares 6,641 $332K 0.03% -126 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 417 shares; 2025Q1: 474 shares; 2025Q2: 484 shares; 2025Q3: 496 shares; 2025Q4: 496 shares 496 $329K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,011 shares; 2024Q4: 7,249 shares; 2025Q1: 7,371 shares; 2025Q2: 7,656 shares; 2025Q3: 7,726 shares; 2025Q4: 7,711 shares 7,711 $322K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,077 shares; 2025Q1: 2,073 shares; 2025Q2: 2,044 shares; 2025Q3: 1,839 shares; 2025Q4: 1,827 shares 1,827 $321K 0.03% -12 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,663 shares; 2025Q3: 1,681 shares; 2025Q4: 1,734 shares 1,734 $319K 0.03% +53 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,178 shares; 2025Q1: 2,184 shares; 2025Q2: 4,274 shares; 2025Q3: 4,302 shares; 2025Q4: 4,308 shares 4,308 $317K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares 1,532 $316K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 947 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares 1,062 $315K 0.03% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,861 shares; 2025Q3: 2,861 shares; 2025Q4: 2,801 shares 2,801 $300K 0.03% -60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 6,455 shares; 2025Q1: 6,511 shares; 2025Q2: 6,518 shares; 2025Q3: 6,524 shares; 2025Q4: 6,530 shares 6,530 $298K 0.03% +6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 9,514 shares; 2025Q1: 9,514 shares; 2025Q2: 9,255 shares; 2025Q3: 9,270 shares; 2025Q4: 9,373 shares 9,373 $295K 0.03% +103 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,229 shares; 2025Q2: 2,229 shares; 2025Q3: 2,229 shares; 2025Q4: 2,229 shares 2,229 $284K 0.03% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 901 shares 901 $274K 0.03% new Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,097 shares; 2025Q1: 5,097 shares; 2025Q2: 5,097 shares; 2025Q3: 5,097 shares; 2025Q4: 5,097 shares 5,097 $271K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 2,452 shares; 2025Q1: 2,553 shares; 2025Q2: 2,568 shares; 2025Q3: 572 shares; 2025Q4: 573 shares 573 $267K 0.02% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 3,006 shares; 2025Q1: 3,009 shares; 2025Q2: 3,003 shares; 2025Q3: 3,006 shares; 2025Q4: 3,009 shares 3,009 $265K 0.02% +3 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 391 shares; 2025Q1: 421 shares; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 453 shares 453 $262K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 687 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares 727 $256K 0.02% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 831 shares; 2025Q3: 773 shares; 2025Q4: 536 shares 536 $254K 0.02% -237 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,385 shares 1,385 $251K 0.02% -80 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 7,084 shares; 2025Q1: 5,584 shares; 2025Q2: 5,653 shares; 2025Q3: 5,718 shares; 2025Q4: 5,809 shares 5,809 $249K 0.02% +91 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $249K 0.02% 0 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,858 shares 18,858 $248K 0.02% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares 1,387 $246K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,787 shares; 2025Q2: 1,787 shares; 2025Q3: 1,787 shares; 2025Q4: 1,787 shares 1,787 $239K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 881 shares; 2025Q4: 858 shares 858 $236K 0.02% -23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,513 shares; 2024Q4: 13,513 shares; 2025Q1: 13,513 shares; 2025Q2: 13,513 shares; 2025Q3: 13,513 shares; 2025Q4: 13,513 shares 13,513 $235K 0.02% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $232K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,960 shares; 2025Q1: not reported; 2025Q2: 3,966 shares; 2025Q3: 3,968 shares; 2025Q4: 3,971 shares 3,971 $232K 0.02% +3 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 5,776 shares; 2025Q1: 5,811 shares; 2025Q2: 1,368 shares; 2025Q3: 842 shares; 2025Q4: 702 shares 702 $232K 0.02% -140 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,746 shares; 2025Q1: 2,746 shares; 2025Q2: 2,746 shares; 2025Q3: 2,592 shares; 2025Q4: 2,592 shares 2,592 $230K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 9,428 shares; 2025Q1: 9,164 shares; 2025Q2: 9,134 shares; 2025Q3: 8,468 shares; 2025Q4: 4,264 shares 4,264 $230K 0.02% -4,204 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 877 shares; 2025Q1: 879 shares; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 884 shares 884 $228K 0.02% +2 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: not reported; 2025Q1: 1,479 shares; 2025Q2: 1,483 shares; 2025Q3: 1,486 shares; 2025Q4: 1,489 shares 1,489 $225K 0.02% +3 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,622 shares 4,622 $225K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $220K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,420 shares 4,420 $219K 0.02% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 508 shares; 2025Q3: 512 shares; 2025Q4: 511 shares 511 $218K 0.02% -1 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,254 shares; 2025Q3: 5,310 shares; 2025Q4: 5,312 shares 5,312 $216K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,226 shares; 2025Q1: 1,249 shares; 2025Q2: 1,174 shares; 2025Q3: 945 shares; 2025Q4: 931 shares 931 $215K 0.02% -14 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 6,497 shares; 2025Q1: 6,746 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,264 shares 1,264 $213K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares 1,547 $212K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,746 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,968 shares 3,968 $212K 0.02% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,483 shares; 2024Q4: 11,552 shares; 2025Q1: 13,805 shares; 2025Q2: 13,277 shares; 2025Q3: 13,345 shares; 2025Q4: 12,824 shares 12,824 $211K 0.02% -521 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 3,818 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,215 shares; 2025Q4: 3,215 shares 3,215 $205K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares 1,275 $204K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,327 shares 1,327 $204K 0.02% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 524 shares 524 $203K 0.02% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares 2,150 $200K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $93.2K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $54K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $53K <0.01% 0 Timeline