CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318,191 shares; 2024Q4: 2,496,188 shares; 2025Q1: 2,678,280 shares; 2025Q2: 2,811,977 shares; 2025Q3: 2,944,032 shares; 2025Q4: 3,050,545 shares 3,050,545 $69.1M 7.91% +106,513 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: 95,062 shares; 2024Q4: 97,245 shares; 2025Q1: 91,279 shares; 2025Q2: 94,673 shares; 2025Q3: 93,393 shares; 2025Q4: 92,612 shares 92,612 $58.1M 6.65% -781 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,742 shares; 2024Q4: 982,263 shares; 2025Q1: 1,208,802 shares; 2025Q2: 1,298,522 shares; 2025Q3: 1,272,370 shares; 2025Q4: 1,321,368 shares 1,321,368 $57.7M 6.6% +48,998 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,042 shares; 2024Q4: 814,475 shares; 2025Q1: 881,268 shares; 2025Q2: 932,782 shares; 2025Q3: 928,455 shares; 2025Q4: 966,539 shares 966,539 $38.9M 4.45% +38,084 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: 451,398 shares; 2024Q4: 483,717 shares; 2025Q1: 519,970 shares; 2025Q2: 532,757 shares; 2025Q3: 505,153 shares; 2025Q4: 510,927 shares 510,927 $38.5M 4.41% +5,774 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,231 shares; 2024Q4: 354,014 shares; 2025Q1: 457,335 shares; 2025Q2: 493,951 shares; 2025Q3: 581,989 shares; 2025Q4: 653,982 shares 653,982 $30.1M 3.45% +71,993 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,404 shares; 2024Q4: 874,273 shares; 2025Q1: 941,678 shares; 2025Q2: 982,022 shares; 2025Q3: 1,036,120 shares; 2025Q4: 1,061,955 shares 1,061,955 $29.1M 3.34% +25,835 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 336,875 shares; 2025Q1: 635,221 shares; 2025Q2: 726,645 shares; 2025Q3: 725,126 shares; 2025Q4: 741,865 shares 741,865 $28.4M 3.25% +16,739 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,980 shares; 2024Q4: 670,229 shares; 2025Q1: 669,065 shares; 2025Q2: 688,474 shares; 2025Q3: 669,666 shares; 2025Q4: 673,410 shares 673,410 $22M 2.52% +3,744 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,456 shares; 2024Q4: 340,031 shares; 2025Q1: 369,446 shares; 2025Q2: 386,692 shares; 2025Q3: 404,689 shares; 2025Q4: 418,820 shares 418,820 $21.2M 2.43% +14,131 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,966 shares; 2024Q4: 479,569 shares; 2025Q1: 688,423 shares; 2025Q2: 740,699 shares; 2025Q3: 600,668 shares; 2025Q4: 611,804 shares 611,804 $18.1M 2.07% +11,136 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: not reported; 2024Q4: 41,227 shares; 2025Q1: 74,680 shares; 2025Q2: 83,891 shares; 2025Q3: 88,169 shares; 2025Q4: 91,860 shares 91,860 $17.5M 2.01% +3,691 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: 133,465 shares; 2024Q4: 129,204 shares; 2025Q1: 127,803 shares; 2025Q2: 121,628 shares; 2025Q3: 119,101 shares; 2025Q4: 116,364 shares 116,364 $16.7M 1.91% -2,737 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: 73,487 shares; 2024Q4: 61,842 shares; 2025Q1: 58,730 shares; 2025Q2: 57,890 shares; 2025Q3: 59,656 shares; 2025Q4: 60,589 shares 60,589 $16.5M 1.89% +933 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,400 shares; 2024Q4: 269,033 shares; 2025Q1: 331,274 shares; 2025Q2: 364,518 shares; 2025Q3: 348,402 shares; 2025Q4: 355,065 shares 355,065 $15.8M 1.81% +6,663 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,440 shares; 2024Q4: 247,258 shares; 2025Q1: 285,251 shares; 2025Q2: 302,768 shares; 2025Q3: 290,941 shares; 2025Q4: 296,904 shares 296,904 $14.8M 1.7% +5,963 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,670 shares; 2024Q4: 164,319 shares; 2025Q1: 455,308 shares; 2025Q2: 495,161 shares; 2025Q3: 337,853 shares; 2025Q4: 345,979 shares 345,979 $12.4M 1.42% +8,126 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: 28,197 shares; 2024Q4: 25,253 shares; 2025Q1: 22,881 shares; 2025Q2: 24,014 shares; 2025Q3: 24,746 shares; 2025Q4: 25,534 shares 25,534 $12.3M 1.41% +788 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,814 shares; 2025Q1: 192,359 shares; 2025Q2: 205,802 shares; 2025Q3: 360,489 shares; 2025Q4: 375,228 shares 375,228 $12.2M 1.4% +14,739 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,452 shares; 2024Q4: 291,042 shares; 2025Q1: 312,168 shares; 2025Q2: 330,947 shares; 2025Q3: 338,128 shares; 2025Q4: 351,463 shares 351,463 $12.2M 1.39% +13,335 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,707 shares; 2024Q4: 313,335 shares; 2025Q1: 365,103 shares; 2025Q2: 398,518 shares; 2025Q3: 434,745 shares; 2025Q4: 455,868 shares 455,868 $11.9M 1.36% +21,123 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,105 shares; 2024Q4: 143,391 shares; 2025Q1: 151,818 shares; 2025Q2: 150,686 shares; 2025Q3: 155,040 shares; 2025Q4: 156,659 shares 156,659 $11.6M 1.33% +1,619 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: 222,389 shares; 2024Q4: 225,706 shares; 2025Q1: 193,925 shares; 2025Q2: 195,848 shares; 2025Q3: 203,319 shares; 2025Q4: 111,202 shares 111,202 $11.1M 1.27% -92,117 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,465 shares; 2024Q4: 141,698 shares; 2025Q1: 158,657 shares; 2025Q2: 169,160 shares; 2025Q3: 176,618 shares; 2025Q4: 183,823 shares 183,823 $11M 1.26% +7,205 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,122 shares; 2024Q4: 279,305 shares; 2025Q1: 311,399 shares; 2025Q2: 332,556 shares; 2025Q3: 364,184 shares; 2025Q4: 380,745 shares 380,745 $10.5M 1.2% +16,561 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,909 shares; 2024Q4: 193,571 shares; 2025Q1: 217,016 shares; 2025Q2: 222,231 shares; 2025Q3: 226,252 shares; 2025Q4: 232,072 shares 232,072 $10.3M 1.18% +5,820 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: 44,911 shares; 2024Q4: 37,367 shares; 2025Q1: 29,269 shares; 2025Q2: 29,364 shares; 2025Q3: 29,226 shares; 2025Q4: 29,120 shares 29,120 $10.1M 1.15% -106 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: 50,938 shares; 2024Q4: 45,675 shares; 2025Q1: 42,174 shares; 2025Q2: 43,270 shares; 2025Q3: 43,433 shares; 2025Q4: 44,230 shares 44,230 $9.72M 1.11% +797 Timeline THYF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,640 shares; 2024Q4: 141,575 shares; 2025Q1: 157,492 shares; 2025Q2: 167,287 shares; 2025Q3: 175,839 shares; 2025Q4: 183,391 shares 183,391 $9.58M 1.1% +7,552 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: 25,448 shares; 2024Q4: 26,582 shares; 2025Q1: 31,466 shares; 2025Q2: 36,419 shares; 2025Q3: 42,332 shares; 2025Q4: 44,354 shares 44,354 $8.27M 0.95% +2,022 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: not reported; 2025Q4: 169,882 shares 169,882 $8.04M 0.92% new 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: 33,889 shares; 2024Q4: 29,428 shares; 2025Q1: 27,229 shares; 2025Q2: 25,799 shares; 2025Q3: 25,552 shares; 2025Q4: 25,224 shares 25,224 $7.92M 0.91% -328 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: 31,572 shares; 2024Q4: 30,885 shares; 2025Q1: 30,436 shares; 2025Q2: 28,788 shares; 2025Q3: 31,517 shares; 2025Q4: 31,900 shares 31,900 $7.36M 0.84% +383 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF 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: 9,724 shares; 2025Q3: 230,840 shares; 2025Q4: 240,721 shares 240,721 $6.94M 0.8% +9,881 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: 36,897 shares; 2024Q4: 29,728 shares; 2025Q1: 22,694 shares; 2025Q2: 21,320 shares; 2025Q3: 20,822 shares; 2025Q4: 20,827 shares 20,827 $6.71M 0.77% +5 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159,627 shares; 2025Q1: 167,070 shares; 2025Q2: 171,339 shares; 2025Q3: 175,820 shares; 2025Q4: 180,797 shares 180,797 $5.77M 0.66% +4,977 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,650 shares; 2024Q4: 152,587 shares; 2025Q1: 176,115 shares; 2025Q2: 186,475 shares; 2025Q3: 266,296 shares; 2025Q4: 275,454 shares 275,454 $5.67M 0.65% +9,158 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: not reported; 2024Q4: not reported; 2025Q1: 78,007 shares; 2025Q2: 81,674 shares; 2025Q3: 85,514 shares; 2025Q4: 85,677 shares 85,677 $5.65M 0.65% +163 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: 7,308 shares; 2024Q4: 7,764 shares; 2025Q1: 8,470 shares; 2025Q2: 9,239 shares; 2025Q3: 8,909 shares; 2025Q4: 8,419 shares 8,419 $5.56M 0.64% -490 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,479 shares; 2024Q4: 231,362 shares; 2025Q1: 256,496 shares; 2025Q2: 266,894 shares; 2025Q3: 265,962 shares; 2025Q4: 274,278 shares 274,278 $5.41M 0.62% +8,316 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,964 shares; 2024Q4: 217,916 shares; 2025Q1: 241,045 shares; 2025Q2: 252,482 shares; 2025Q3: 265,690 shares; 2025Q4: 273,613 shares 273,613 $5.36M 0.61% +7,923 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,739 shares; 2024Q4: 29,149 shares; 2025Q1: 29,056 shares; 2025Q2: 28,825 shares; 2025Q3: 28,446 shares; 2025Q4: 28,798 shares 28,798 $4.7M 0.54% +352 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: 37,009 shares; 2024Q4: 32,748 shares; 2025Q1: 25,386 shares; 2025Q2: 26,380 shares; 2025Q3: 24,840 shares; 2025Q4: 24,972 shares 24,972 $4.58M 0.52% +132 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: 6,360 shares; 2024Q4: 8,129 shares; 2025Q1: 10,672 shares; 2025Q2: 12,468 shares; 2025Q3: 13,338 shares; 2025Q4: 14,294 shares 14,294 $4.47M 0.51% +956 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: 21,985 shares; 2024Q4: 18,068 shares; 2025Q1: 13,704 shares; 2025Q2: 12,622 shares; 2025Q3: 12,335 shares; 2025Q4: 12,334 shares 12,334 $4.33M 0.5% -1 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,761 shares; 2024Q4: 171,804 shares; 2025Q1: 193,121 shares; 2025Q2: 203,734 shares; 2025Q3: 215,951 shares; 2025Q4: 223,588 shares 223,588 $4.21M 0.48% +7,637 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: 3,187 shares; 2024Q4: 2,968 shares; 2025Q1: 2,890 shares; 2025Q2: 2,959 shares; 2025Q3: 3,520 shares; 2025Q4: 3,845 shares 3,845 $4.13M 0.47% +325 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,705 shares; 2024Q4: 21,204 shares; 2025Q1: 14,919 shares; 2025Q2: 13,546 shares; 2025Q3: 13,052 shares; 2025Q4: 13,154 shares 13,154 $4.05M 0.46% +102 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 185,652 shares; 2025Q2: 211,249 shares; 2025Q3: 225,457 shares; 2025Q4: 235,774 shares 235,774 $3.99M 0.46% +10,317 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: 17,227 shares; 2024Q4: 14,397 shares; 2025Q1: 11,858 shares; 2025Q2: 11,223 shares; 2025Q3: 11,207 shares; 2025Q4: 11,493 shares 11,493 $3.95M 0.45% +286 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: 5,820 shares; 2024Q4: 5,361 shares; 2025Q1: 5,171 shares; 2025Q2: 5,990 shares; 2025Q3: 5,973 shares; 2025Q4: 5,955 shares 5,955 $2.68M 0.31% -18 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: 90,630 shares; 2024Q4: 227,906 shares; 2025Q1: 120,220 shares; 2025Q2: 98,485 shares; 2025Q3: 92,580 shares; 2025Q4: 90,645 shares 90,645 $2.38M 0.27% -1,935 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: 3,510 shares; 2024Q4: 3,269 shares; 2025Q1: 3,196 shares; 2025Q2: 2,825 shares; 2025Q3: 2,819 shares; 2025Q4: 2,608 shares 2,608 $2.29M 0.26% -211 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 8,190 shares; 2025Q1: 7,304 shares; 2025Q2: 7,267 shares; 2025Q3: 7,697 shares; 2025Q4: 8,036 shares 8,036 $2.19M 0.25% +339 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: 3,792 shares; 2024Q4: 4,088 shares; 2025Q1: 4,824 shares; 2025Q2: 4,755 shares; 2025Q3: 5,722 shares; 2025Q4: 5,850 shares 5,850 $2.16M 0.25% +128 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: 42,193 shares; 2024Q4: 32,032 shares; 2025Q1: 21,511 shares; 2025Q2: 17,348 shares; 2025Q3: 17,200 shares; 2025Q4: 16,596 shares 16,596 $2.08M 0.24% -604 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: 14,160 shares; 2024Q4: 10,294 shares; 2025Q1: 7,109 shares; 2025Q2: 6,416 shares; 2025Q3: 6,125 shares; 2025Q4: 6,441 shares 6,441 $1.97M 0.23% +316 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: 6,992 shares; 2024Q4: 6,188 shares; 2025Q1: 5,937 shares; 2025Q2: 5,733 shares; 2025Q3: 6,086 shares; 2025Q4: 6,366 shares 6,366 $1.93M 0.22% +280 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,038 shares; 2024Q4: 72,049 shares; 2025Q1: 71,975 shares; 2025Q2: 71,989 shares; 2025Q3: 72,002 shares; 2025Q4: 75,485 shares 75,485 $1.89M 0.22% +3,483 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: 22,399 shares; 2024Q4: 21,861 shares; 2025Q1: 22,159 shares; 2025Q2: 21,716 shares; 2025Q3: 22,293 shares; 2025Q4: 23,006 shares 23,006 $1.85M 0.21% +713 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,042 shares; 2025Q1: 17,336 shares; 2025Q2: 26,379 shares; 2025Q3: 29,634 shares; 2025Q4: 32,333 shares 32,333 $1.83M 0.21% +2,699 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: 22,340 shares; 2024Q4: 17,075 shares; 2025Q1: 11,690 shares; 2025Q2: 8,181 shares; 2025Q3: 7,761 shares; 2025Q4: 7,694 shares 7,694 $1.76M 0.2% -67 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: 15,174 shares; 2024Q4: 10,796 shares; 2025Q1: 6,163 shares; 2025Q2: 5,643 shares; 2025Q3: 5,240 shares; 2025Q4: 5,328 shares 5,328 $1.74M 0.2% +88 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: 3,905 shares; 2024Q4: 3,667 shares; 2025Q1: 3,716 shares; 2025Q2: 3,975 shares; 2025Q3: 3,770 shares; 2025Q4: 2,990 shares 2,990 $1.71M 0.2% -780 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: 5,578 shares; 2024Q4: 5,420 shares; 2025Q1: 5,316 shares; 2025Q2: 5,632 shares; 2025Q3: 5,253 shares; 2025Q4: 5,736 shares 5,736 $1.7M 0.19% +483 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: 17,219 shares; 2024Q4: 5,756 shares; 2025Q1: 6,254 shares; 2025Q2: 5,992 shares; 2025Q3: 6,268 shares; 2025Q4: 15,114 shares 15,114 $1.68M 0.19% +8,846 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: 10,086 shares; 2024Q4: 7,416 shares; 2025Q1: 4,763 shares; 2025Q2: 4,169 shares; 2025Q3: 4,170 shares; 2025Q4: 3,944 shares 3,944 $1.68M 0.19% -226 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: 5,950 shares; 2024Q4: 7,027 shares; 2025Q1: 8,873 shares; 2025Q2: 8,161 shares; 2025Q3: 8,815 shares; 2025Q4: 10,479 shares 10,479 $1.68M 0.19% +1,664 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 2,123 shares; 2025Q1: 1,814 shares; 2025Q2: 1,818 shares; 2025Q3: 1,825 shares; 2025Q4: 2,424 shares 2,424 $1.65M 0.19% +599 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: 8,262 shares; 2024Q4: 10,221 shares; 2025Q1: 10,134 shares; 2025Q2: 10,031 shares; 2025Q3: 10,357 shares; 2025Q4: 10,171 shares 10,171 $1.56M 0.18% -186 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,680 shares; 2024Q4: 45,861 shares; 2025Q1: 43,880 shares; 2025Q2: 42,940 shares; 2025Q3: 49,282 shares; 2025Q4: 54,392 shares 54,392 $1.49M 0.17% +5,110 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: 3,689 shares; 2024Q4: 3,253 shares; 2025Q1: 2,994 shares; 2025Q2: 2,827 shares; 2025Q3: 2,818 shares; 2025Q4: 2,828 shares 2,828 $1.48M 0.17% +10 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: 10,352 shares; 2024Q4: 12,357 shares; 2025Q1: 12,443 shares; 2025Q2: 12,167 shares; 2025Q3: 12,219 shares; 2025Q4: 12,257 shares 12,257 $1.44M 0.16% +38 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: 1,878 shares; 2024Q4: 1,744 shares; 2025Q1: 1,538 shares; 2025Q2: 1,506 shares; 2025Q3: 1,628 shares; 2025Q4: 15,206 shares 15,206 $1.43M 0.16% +13,578 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,352 shares; 2024Q4: 17,569 shares; 2025Q1: 18,141 shares; 2025Q2: 13,986 shares; 2025Q3: 14,794 shares; 2025Q4: 15,105 shares 15,105 $1.38M 0.16% +311 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: 9,838 shares; 2024Q4: 7,163 shares; 2025Q1: 2,692 shares; 2025Q2: 5,884 shares; 2025Q3: 9,118 shares; 2025Q4: 12,677 shares 12,677 $1.33M 0.15% +3,559 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: 39,793 shares; 2024Q4: 34,670 shares; 2025Q1: 27,417 shares; 2025Q2: 22,616 shares; 2025Q3: 23,239 shares; 2025Q4: 24,156 shares 24,156 $1.33M 0.15% +917 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,012 shares; 2024Q4: 58,265 shares; 2025Q1: 34,777 shares; 2025Q2: 29,577 shares; 2025Q3: 27,928 shares; 2025Q4: 24,834 shares 24,834 $1.31M 0.15% -3,094 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: not reported; 2024Q4: 809 shares; 2025Q1: 1,275 shares; 2025Q2: 1,688 shares; 2025Q3: 2,032 shares; 2025Q4: 2,160 shares 2,160 $1.23M 0.14% +128 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 4,395 shares; 2025Q1: 4,016 shares; 2025Q2: 4,239 shares; 2025Q3: 4,684 shares; 2025Q4: 4,417 shares 4,417 $1.23M 0.14% -267 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,529 shares; 2024Q4: 13,651 shares; 2025Q1: 8,783 shares; 2025Q2: 7,518 shares; 2025Q3: 7,060 shares; 2025Q4: 6,553 shares 6,553 $1.22M 0.14% -507 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: 7,825 shares; 2024Q4: 7,244 shares; 2025Q1: 7,685 shares; 2025Q2: 7,303 shares; 2025Q3: 7,739 shares; 2025Q4: 7,913 shares 7,913 $1.21M 0.14% +174 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: 17,227 shares; 2024Q4: 14,452 shares; 2025Q1: 12,613 shares; 2025Q2: 12,322 shares; 2025Q3: 14,318 shares; 2025Q4: 13,970 shares 13,970 $1.14M 0.13% -348 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,666 shares; 2024Q4: 29,980 shares; 2025Q1: 30,153 shares; 2025Q2: 32,206 shares; 2025Q3: 23,321 shares; 2025Q4: 22,513 shares 22,513 $1.13M 0.13% -808 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,581 shares; 2024Q4: 9,933 shares; 2025Q1: 7,530 shares; 2025Q2: 6,947 shares; 2025Q3: 7,067 shares; 2025Q4: 6,974 shares 6,974 $1.12M 0.13% -93 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: 4,386 shares; 2024Q4: 4,181 shares; 2025Q1: 6,913 shares; 2025Q2: 3,655 shares; 2025Q3: 3,864 shares; 2025Q4: 4,124 shares 4,124 $1.09M 0.13% +260 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: not reported; 2024Q4: 2,499 shares; 2025Q1: 4,019 shares; 2025Q2: 4,731 shares; 2025Q3: 5,239 shares; 2025Q4: 5,941 shares 5,941 $1.05M 0.12% +702 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,817 shares; 2024Q4: 60,048 shares; 2025Q1: 32,011 shares; 2025Q2: 22,554 shares; 2025Q3: 19,367 shares; 2025Q4: 18,468 shares 18,468 $1.02M 0.12% -899 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: 11,521 shares; 2024Q4: 9,412 shares; 2025Q1: 6,713 shares; 2025Q2: 3,464 shares; 2025Q3: 3,720 shares; 2025Q4: 3,077 shares 3,077 $1.02M 0.12% -643 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: not reported; 2025Q1: 2,454 shares; 2025Q2: 3,129 shares; 2025Q3: 3,350 shares; 2025Q4: 3,381 shares 3,381 $965K 0.11% +31 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: 1,042 shares; 2024Q4: 1,223 shares; 2025Q1: 1,559 shares; 2025Q2: 1,764 shares; 2025Q3: 1,859 shares; 2025Q4: 1,886 shares 1,886 $948K 0.11% +27 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 689 shares; 2025Q1: 533 shares; 2025Q2: 492 shares; 2025Q3: 700 shares; 2025Q4: 693 shares 693 $922K 0.11% -7 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: 22,122 shares; 2024Q4: 15,921 shares; 2025Q1: 9,141 shares; 2025Q2: 5,726 shares; 2025Q3: 5,206 shares; 2025Q4: 4,396 shares 4,396 $918K 0.11% -810 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,147 shares; 2025Q1: 1,087 shares; 2025Q2: 1,309 shares; 2025Q3: 1,764 shares; 2025Q4: 2,006 shares 2,006 $909K 0.1% +242 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: 5,589 shares; 2024Q4: 6,083 shares; 2025Q1: 8,650 shares; 2025Q2: 12,624 shares; 2025Q3: 12,488 shares; 2025Q4: 12,974 shares 12,974 $907K 0.1% +486 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: 2,169 shares; 2024Q4: 2,244 shares; 2025Q1: 2,142 shares; 2025Q2: 2,681 shares; 2025Q3: 2,860 shares; 2025Q4: 3,954 shares 3,954 $900K 0.1% +1,094 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,805 shares; 2024Q4: 421,280 shares; 2025Q1: 66,737 shares; 2025Q2: 38,738 shares; 2025Q3: 33,598 shares; 2025Q4: 31,105 shares 31,105 $886K 0.1% -2,493 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: 4,342 shares; 2024Q4: 4,851 shares; 2025Q1: 6,418 shares; 2025Q2: 6,469 shares; 2025Q3: 6,807 shares; 2025Q4: 7,293 shares 7,293 $878K 0.1% +486 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,611 shares; 2024Q4: 12,929 shares; 2025Q1: 12,914 shares; 2025Q2: 11,671 shares; 2025Q3: 13,422 shares; 2025Q4: 13,470 shares 13,470 $842K 0.1% +48 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: 1,401 shares; 2024Q4: 1,437 shares; 2025Q1: 1,553 shares; 2025Q2: 1,590 shares; 2025Q3: 1,353 shares; 2025Q4: 1,358 shares 1,358 $834K 0.1% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,328 shares 10,328 $829K 0.09% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 2,724 shares; 2025Q1: 1,980 shares; 2025Q2: 1,616 shares; 2025Q3: 1,405 shares; 2025Q4: 1,444 shares 1,444 $818K 0.09% +39 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: 3,150 shares; 2024Q4: 3,151 shares; 2025Q1: 3,153 shares; 2025Q2: 3,123 shares; 2025Q3: 3,153 shares; 2025Q4: 3,135 shares 3,135 $806K 0.09% -18 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: 16,047 shares; 2024Q4: 11,495 shares; 2025Q1: 6,407 shares; 2025Q2: 4,152 shares; 2025Q3: 3,286 shares; 2025Q4: 3,360 shares 3,360 $777K 0.09% +74 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,967 shares; 2025Q1: 25,300 shares; 2025Q2: 29,166 shares; 2025Q3: 29,166 shares; 2025Q4: 29,166 shares 29,166 $768K 0.09% 0 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: 1,607 shares; 2024Q4: 1,321 shares; 2025Q1: 1,085 shares; 2025Q2: 928 shares; 2025Q3: 937 shares; 2025Q4: 857 shares 857 $739K 0.08% -80 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: 1,209 shares; 2024Q4: 1,387 shares; 2025Q1: 1,714 shares; 2025Q2: 2,096 shares; 2025Q3: 2,027 shares; 2025Q4: 2,090 shares 2,090 $738K 0.08% +63 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,444 shares; 2025Q1: 2,444 shares; 2025Q2: 2,482 shares; 2025Q3: 2,511 shares; 2025Q4: 2,265 shares 2,265 $734K 0.08% -246 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 3,096 shares; 2025Q1: 1,427 shares; 2025Q2: 987 shares; 2025Q3: 1,082 shares; 2025Q4: 904 shares 904 $731K 0.08% -178 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 2,944 shares; 2025Q1: 3,138 shares; 2025Q2: 2,534 shares; 2025Q3: 2,195 shares; 2025Q4: 2,080 shares 2,080 $729K 0.08% -115 Timeline ACWI 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: 5,721 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,113 shares 5,113 $723K 0.08% new 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: 2,505 shares; 2024Q4: 2,955 shares; 2025Q1: 3,428 shares; 2025Q2: 5,700 shares; 2025Q3: 7,255 shares; 2025Q4: 8,547 shares 8,547 $720K 0.08% +1,292 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,602 shares; 2024Q4: 126,507 shares; 2025Q1: 126,507 shares; 2025Q2: 101,507 shares; 2025Q3: 81,507 shares; 2025Q4: 62,507 shares 62,507 $716K 0.08% -19,000 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: 1,227 shares; 2024Q4: 1,010 shares; 2025Q1: 1,206 shares; 2025Q2: 1,382 shares; 2025Q3: 1,072 shares; 2025Q4: 1,069 shares 1,069 $699K 0.08% -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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,348 shares; 2025Q1: 1,880 shares; 2025Q2: 2,455 shares; 2025Q3: 3,319 shares; 2025Q4: 3,566 shares 3,566 $695K 0.08% +247 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,483 shares; 2025Q3: 2,749 shares; 2025Q4: 2,818 shares 2,818 $683K 0.08% +69 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 2,097 shares; 2025Q2: 2,673 shares; 2025Q3: 2,858 shares; 2025Q4: 3,669 shares 3,669 $681K 0.08% +811 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,572 shares; 2024Q4: 71,818 shares; 2025Q1: 35,829 shares; 2025Q2: 22,574 shares; 2025Q3: 19,979 shares; 2025Q4: 18,161 shares 18,161 $669K 0.08% -1,818 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: 6,598 shares; 2024Q4: 7,053 shares; 2025Q1: 7,557 shares; 2025Q2: 8,139 shares; 2025Q3: 8,410 shares; 2025Q4: 8,504 shares 8,504 $655K 0.08% +94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,197 shares; 2025Q4: 2,445 shares 2,445 $628K 0.07% +1,248 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: 24,366 shares; 2024Q4: 23,873 shares; 2025Q1: 21,728 shares; 2025Q2: 21,121 shares; 2025Q3: 21,083 shares; 2025Q4: 15,160 shares 15,160 $617K 0.07% -5,923 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: 2,467 shares; 2024Q4: 2,475 shares; 2025Q1: 2,509 shares; 2025Q2: 2,439 shares; 2025Q3: 2,528 shares; 2025Q4: 2,534 shares 2,534 $611K 0.07% +6 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 1,005 shares; 2025Q1: 1,137 shares; 2025Q2: 1,256 shares; 2025Q3: 1,237 shares; 2025Q4: 1,048 shares 1,048 $597K 0.07% -189 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,962 shares; 2025Q2: 4,926 shares; 2025Q3: 4,900 shares; 2025Q4: 3,382 shares 3,382 $573K 0.07% -1,518 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,359 shares; 2024Q4: 12,507 shares; 2025Q1: 11,858 shares; 2025Q2: 11,858 shares; 2025Q3: 10,224 shares; 2025Q4: 11,018 shares 11,018 $561K 0.06% +794 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: 3,353 shares; 2024Q4: 2,740 shares; 2025Q1: 1,793 shares; 2025Q2: 1,359 shares; 2025Q3: 1,423 shares; 2025Q4: 1,410 shares 1,410 $561K 0.06% -13 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: 6,388 shares; 2024Q4: 5,347 shares; 2025Q1: 3,719 shares; 2025Q2: 2,586 shares; 2025Q3: 2,321 shares; 2025Q4: 2,419 shares 2,419 $554K 0.06% +98 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: 2,095 shares; 2024Q4: 2,272 shares; 2025Q1: 3,065 shares; 2025Q2: 2,162 shares; 2025Q3: 2,477 shares; 2025Q4: 2,660 shares 2,660 $550K 0.06% +183 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: 3,490 shares; 2024Q4: 4,274 shares; 2025Q1: 5,596 shares; 2025Q2: 2,715 shares; 2025Q3: 3,473 shares; 2025Q4: 3,765 shares 3,765 $540K 0.06% +292 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 893 shares; 2025Q4: 919 shares 919 $533K 0.06% +26 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 431 shares; 2025Q1: 349 shares; 2025Q2: 363 shares; 2025Q3: 401 shares; 2025Q4: 436 shares 436 $530K 0.06% +35 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: 3,244 shares; 2024Q4: 3,136 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,184 shares 3,184 $518K 0.06% new 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: not reported; 2025Q4: 6,010 shares 6,010 $513K 0.06% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 3,645 shares; 2025Q1: 3,067 shares; 2025Q2: 3,277 shares; 2025Q3: 3,241 shares; 2025Q4: 2,304 shares 2,304 $500K 0.06% -937 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: not reported; 2025Q4: 7,584 shares 7,584 $489K 0.06% new 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: 2,606 shares; 2025Q2: 3,288 shares; 2025Q3: 3,123 shares; 2025Q4: 2,725 shares 2,725 $484K 0.06% -398 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,522 shares; 2025Q1: 2,552 shares; 2025Q2: 2,768 shares; 2025Q3: 2,595 shares; 2025Q4: 2,560 shares 2,560 $481K 0.06% -35 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 2,816 shares; 2025Q1: 1,428 shares; 2025Q2: 940 shares; 2025Q3: 709 shares; 2025Q4: 627 shares 627 $481K 0.06% -82 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,168 shares; 2025Q3: 12,195 shares; 2025Q4: 12,195 shares 12,195 $473K 0.05% 0 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: 2,354 shares; 2024Q4: 2,333 shares; 2025Q1: 2,621 shares; 2025Q2: 2,686 shares; 2025Q3: 2,713 shares; 2025Q4: 2,724 shares 2,724 $466K 0.05% +11 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: 5,804 shares; 2024Q4: 6,362 shares; 2025Q1: 6,833 shares; 2025Q2: 7,828 shares; 2025Q3: 7,544 shares; 2025Q4: 8,466 shares 8,466 $457K 0.05% +922 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: 4,182 shares; 2025Q1: 2,761 shares; 2025Q2: 2,154 shares; 2025Q3: 2,282 shares; 2025Q4: 2,253 shares 2,253 $444K 0.05% -29 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 3,994 shares; 2025Q1: 4,409 shares; 2025Q2: 4,167 shares; 2025Q3: 4,243 shares; 2025Q4: 4,341 shares 4,341 $434K 0.05% +98 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,600 shares; 2024Q4: 69,218 shares; 2025Q1: 28,838 shares; 2025Q2: 17,531 shares; 2025Q3: 13,149 shares; 2025Q4: 12,710 shares 12,710 $430K 0.05% -439 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,496 shares; 2025Q3: 8,308 shares; 2025Q4: 8,706 shares 8,706 $428K 0.05% +398 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,919 shares; 2024Q4: 62,450 shares; 2025Q1: 20,193 shares; 2025Q2: 11,857 shares; 2025Q3: 9,029 shares; 2025Q4: 8,432 shares 8,432 $428K 0.05% -597 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF 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: 12,673 shares; 2025Q4: 14,661 shares 14,661 $425K 0.05% +1,988 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: 17,948 shares; 2024Q4: 12,903 shares; 2025Q1: 7,194 shares; 2025Q2: 4,216 shares; 2025Q3: 3,239 shares; 2025Q4: 2,448 shares 2,448 $425K 0.05% -791 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,344 shares; 2025Q1: 10,062 shares; 2025Q2: 10,316 shares; 2025Q3: 10,569 shares; 2025Q4: 11,018 shares 11,018 $422K 0.05% +449 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,759 shares; 2024Q4: 29,060 shares; 2025Q1: 17,656 shares; 2025Q2: 13,347 shares; 2025Q3: 9,697 shares; 2025Q4: 8,133 shares 8,133 $414K 0.05% -1,564 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,846 shares; 2024Q4: 12,846 shares; 2025Q1: 12,846 shares; 2025Q2: 12,846 shares; 2025Q3: 12,513 shares; 2025Q4: 12,513 shares 12,513 $410K 0.05% 0 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,047 shares; 2024Q4: 123,587 shares; 2025Q1: 33,639 shares; 2025Q2: 17,174 shares; 2025Q3: 14,239 shares; 2025Q4: 13,637 shares 13,637 $407K 0.05% -602 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: 3,233 shares; 2025Q3: 3,845 shares; 2025Q4: 4,294 shares 4,294 $400K 0.05% +449 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: not reported; 2024Q4: not reported; 2025Q1: 2,713 shares; 2025Q2: 3,484 shares; 2025Q3: 2,980 shares; 2025Q4: 3,249 shares 3,249 $399K 0.05% +269 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: 2,153 shares; 2024Q4: 2,178 shares; 2025Q1: 2,943 shares; 2025Q2: 3,667 shares; 2025Q3: 5,126 shares; 2025Q4: 4,258 shares 4,258 $399K 0.05% -868 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,666 shares; 2025Q3: 1,758 shares; 2025Q4: 1,851 shares 1,851 $396K 0.05% +93 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 2,042 shares; 2025Q4: 2,930 shares 2,930 $396K 0.05% +888 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,713 shares; 2024Q4: 14,713 shares; 2025Q1: 14,713 shares; 2025Q2: 14,713 shares; 2025Q3: 14,713 shares; 2025Q4: 14,600 shares 14,600 $391K 0.04% -113 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 691 shares; 2025Q2: 1,024 shares; 2025Q3: 1,178 shares; 2025Q4: 1,246 shares 1,246 $389K 0.04% +68 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,151 shares; 2025Q1: not reported; 2025Q2: 1,139 shares; 2025Q3: 970 shares; 2025Q4: 984 shares 984 $383K 0.04% +14 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,887 shares; 2025Q2: 3,638 shares; 2025Q3: 4,580 shares; 2025Q4: 4,121 shares 4,121 $379K 0.04% -459 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 7,525 shares; 2025Q1: 7,525 shares; 2025Q2: 7,525 shares; 2025Q3: 7,525 shares; 2025Q4: 7,525 shares 7,525 $373K 0.04% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 1,454 shares; 2025Q4: 1,508 shares 1,508 $372K 0.04% +54 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: 931 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 924 shares; 2025Q4: 924 shares 924 $366K 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: not reported; 2025Q1: 4,018 shares; 2025Q2: 4,389 shares; 2025Q3: 4,418 shares; 2025Q4: 4,612 shares 4,612 $366K 0.04% +194 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 997 shares; 2025Q1: 588 shares; 2025Q2: 399 shares; 2025Q3: 391 shares; 2025Q4: 335 shares 335 $358K 0.04% -56 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,242 shares; 2024Q4: 133,506 shares; 2025Q1: 62,223 shares; 2025Q2: 36,877 shares; 2025Q3: 23,243 shares; 2025Q4: 21,688 shares 21,688 $349K 0.04% -1,555 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,854 shares; 2025Q2: 11,146 shares; 2025Q3: 11,320 shares; 2025Q4: 6,459 shares 6,459 $348K 0.04% -4,861 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 5,488 shares; 2025Q1: 7,521 shares; 2025Q2: 4,477 shares; 2025Q3: 4,946 shares; 2025Q4: 5,957 shares 5,957 $343K 0.04% +1,011 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares 1,022 $343K 0.04% 0 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,825 shares; 2024Q4: 8,825 shares; 2025Q1: not reported; 2025Q2: 11,694 shares; 2025Q3: 11,694 shares; 2025Q4: 11,694 shares 11,694 $340K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 1,038 shares; 2025Q4: 1,007 shares 1,007 $339K 0.04% -31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,257 shares; 2025Q3: 2,565 shares; 2025Q4: 2,623 shares 2,623 $334K 0.04% +58 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: 744 shares; 2024Q4: 1,105 shares; 2025Q1: 1,650 shares; 2025Q2: 2,121 shares; 2025Q3: 2,047 shares; 2025Q4: 1,235 shares 1,235 $331K 0.04% -812 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: 84,553 shares; 2024Q4: 56,919 shares; 2025Q1: 27,328 shares; 2025Q2: 17,213 shares; 2025Q3: 12,625 shares; 2025Q4: 10,521 shares 10,521 $314K 0.04% -2,104 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 144 shares; 2025Q3: 145 shares; 2025Q4: 155 shares 155 $312K 0.04% +10 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 3,032 shares; 2025Q1: 2,967 shares; 2025Q2: 2,916 shares; 2025Q3: 3,128 shares; 2025Q4: 3,093 shares 3,093 $312K 0.04% -35 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,011 shares; 2024Q4: 19,541 shares; 2025Q1: 13,553 shares; 2025Q2: 10,734 shares; 2025Q3: 10,814 shares; 2025Q4: 8,185 shares 8,185 $303K 0.03% -2,629 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,279 shares; 2025Q1: not reported; 2025Q2: 872 shares; 2025Q3: 940 shares; 2025Q4: 1,024 shares 1,024 $294K 0.03% +84 Timeline SRE SEMPRA More: the full row for SEMPRA 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: 3,090 shares; 2025Q3: 3,289 shares; 2025Q4: 3,322 shares 3,322 $293K 0.03% +33 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,438 shares; 2024Q4: 16,447 shares; 2025Q1: 16,902 shares; 2025Q2: 16,912 shares; 2025Q3: 16,921 shares; 2025Q4: 17,734 shares 17,734 $291K 0.03% +813 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: 932 shares; 2025Q3: 1,106 shares; 2025Q4: 1,092 shares 1,092 $283K 0.03% -14 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,857 shares; 2024Q4: 5,857 shares; 2025Q1: 5,857 shares; 2025Q2: 5,857 shares; 2025Q3: 5,857 shares; 2025Q4: 5,857 shares 5,857 $281K 0.03% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,217 shares; 2025Q2: 2,548 shares; 2025Q3: not reported; 2025Q4: 3,238 shares 3,238 $277K 0.03% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,125 shares; 2024Q4: 4,544 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,413 shares 2,413 $277K 0.03% new 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: not reported; 2024Q4: 4,394 shares; 2025Q1: not reported; 2025Q2: 5,077 shares; 2025Q3: 5,152 shares; 2025Q4: 5,181 shares 5,181 $276K 0.03% +29 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,990 shares; 2025Q2: not reported; 2025Q3: 2,721 shares; 2025Q4: 3,278 shares 3,278 $269K 0.03% +557 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 4,129 shares; 2025Q1: 2,790 shares; 2025Q2: 1,987 shares; 2025Q3: 1,895 shares; 2025Q4: 1,751 shares 1,751 $266K 0.03% -144 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: 40,164 shares; 2024Q4: 37,999 shares; 2025Q1: 6,597 shares; 2025Q2: 4,180 shares; 2025Q3: 2,248 shares; 2025Q4: 2,192 shares 2,192 $263K 0.03% -56 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION 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: 2,328 shares 2,328 $257K 0.03% new 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: 459 shares; 2024Q4: 464 shares; 2025Q1: 494 shares; 2025Q2: 499 shares; 2025Q3: 501 shares; 2025Q4: 530 shares 530 $256K 0.03% +29 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 272 shares; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: 323 shares; 2025Q4: 1,648 shares 1,648 $252K 0.03% +1,325 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,993 shares; 2025Q3: 2,142 shares; 2025Q4: 2,219 shares 2,219 $252K 0.03% +77 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: 8,201 shares; 2024Q4: 8,328 shares; 2025Q1: 9,292 shares; 2025Q2: not reported; 2025Q3: 8,695 shares; 2025Q4: 10,118 shares 10,118 $252K 0.03% +1,423 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,557 shares 6,557 $242K 0.03% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 806 shares; 2025Q3: 807 shares; 2025Q4: 807 shares 807 $237K 0.03% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,342 shares; 2025Q4: 1,398 shares 1,398 $234K 0.03% +56 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP 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: 13,565 shares; 2025Q4: 15,527 shares 15,527 $230K 0.03% +1,962 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,242 shares; 2025Q4: 4,895 shares 4,895 $223K 0.03% +653 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: 6,237 shares; 2024Q4: 6,668 shares; 2025Q1: 5,953 shares; 2025Q2: 6,054 shares; 2025Q3: 4,973 shares; 2025Q4: 1,141 shares 1,141 $223K 0.03% -3,832 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,783 shares; 2024Q4: 7,575 shares; 2025Q1: 3,217 shares; 2025Q2: 1,906 shares; 2025Q3: not reported; 2025Q4: 1,577 shares 1,577 $218K 0.02% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND 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: 2,548 shares; 2025Q3: 2,667 shares; 2025Q4: 2,666 shares 2,666 $211K 0.02% -1 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: not reported; 2024Q4: not reported; 2025Q1: 2,541 shares; 2025Q2: 4,017 shares; 2025Q3: 2,777 shares; 2025Q4: 2,133 shares 2,133 $205K 0.02% -644 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,749 shares 1,749 $204K 0.02% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP 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: 1,984 shares; 2025Q2: not reported; 2025Q3: 1,460 shares; 2025Q4: 1,480 shares 1,480 $202K 0.02% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 548 shares; 2025Q4: 570 shares 570 $200K 0.02% +22 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY 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: 10,724 shares 10,724 $181K 0.02% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: 10,428 shares; 2025Q2: 11,428 shares; 2025Q3: 12,100 shares; 2025Q4: 17,400 shares 17,400 $66.8K 0.01% +5,300 Timeline