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: 27,665 shares; 2024Q4: not reported; 2025Q1: 298,073 shares; 2025Q2: 423,876 shares; 2025Q3: 493,525 shares; 2025Q4: 549,731 shares 549,731 $52.3M 6.1% +56,206 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: 439,487 shares; 2024Q4: 456,554 shares; 2025Q1: 342,339 shares; 2025Q2: 347,595 shares; 2025Q3: 350,608 shares; 2025Q4: 363,974 shares 363,974 $43.7M 5.09% +13,366 Timeline IGSB 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: 844,212 shares; 2024Q4: 927,294 shares; 2025Q1: 648,722 shares; 2025Q2: 625,238 shares; 2025Q3: 636,954 shares; 2025Q4: 674,135 shares 674,135 $35.6M 4.15% +37,181 Timeline IDEV 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: 350,360 shares; 2024Q4: 371,042 shares; 2025Q1: 406,350 shares; 2025Q2: 403,344 shares; 2025Q3: 414,108 shares; 2025Q4: 430,734 shares 430,734 $35.5M 4.14% +16,626 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: 16,105 shares; 2024Q4: 17,407 shares; 2025Q1: 347,537 shares; 2025Q2: 407,461 shares; 2025Q3: 438,357 shares; 2025Q4: 471,748 shares 471,748 $31.1M 3.63% +33,391 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: 102,466 shares; 2024Q4: 101,345 shares; 2025Q1: 101,437 shares; 2025Q2: 105,504 shares; 2025Q3: 107,156 shares; 2025Q4: 105,603 shares 105,603 $28.7M 3.34% -1,553 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: 49,978 shares; 2024Q4: 50,577 shares; 2025Q1: 52,730 shares; 2025Q2: 52,199 shares; 2025Q3: 51,574 shares; 2025Q4: 55,056 shares 55,056 $26.6M 3.1% +3,482 Timeline EMXC 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: not reported; 2024Q4: not reported; 2025Q1: 305,709 shares; 2025Q2: 310,675 shares; 2025Q3: 313,924 shares; 2025Q4: 320,370 shares 320,370 $23.3M 2.71% +6,446 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: 75,905 shares; 2024Q4: 75,100 shares; 2025Q1: 72,167 shares; 2025Q2: 72,299 shares; 2025Q3: 71,268 shares; 2025Q4: 71,206 shares 71,206 $22.9M 2.67% -62 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: 89,394 shares; 2024Q4: 89,342 shares; 2025Q1: 89,148 shares; 2025Q2: 91,608 shares; 2025Q3: 92,379 shares; 2025Q4: 95,003 shares 95,003 $21.9M 2.55% +2,624 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: 36,980 shares; 2024Q4: 37,376 shares; 2025Q1: 39,407 shares; 2025Q2: 40,649 shares; 2025Q3: 39,113 shares; 2025Q4: 36,606 shares 36,606 $21M 2.44% -2,507 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: 15,361 shares; 2024Q4: 17,055 shares; 2025Q1: 19,500 shares; 2025Q2: 20,200 shares; 2025Q3: 20,498 shares; 2025Q4: 19,490 shares 19,490 $20.9M 2.43% -1,008 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: 68,556 shares; 2024Q4: 69,987 shares; 2025Q1: 71,863 shares; 2025Q2: 74,832 shares; 2025Q3: 71,640 shares; 2025Q4: 65,722 shares 65,722 $20.6M 2.4% -5,918 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: 253,478 shares; 2024Q4: 253,877 shares; 2025Q1: 250,399 shares; 2025Q2: 251,540 shares; 2025Q3: 254,013 shares; 2025Q4: 255,524 shares 255,524 $19.7M 2.29% +1,511 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: 115,921 shares; 2024Q4: 128,012 shares; 2025Q1: 151,065 shares; 2025Q2: 168,864 shares; 2025Q3: 177,975 shares; 2025Q4: 177,665 shares 177,665 $18.7M 2.18% -310 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: 4,773 shares; 2024Q4: 3,728 shares; 2025Q1: 4,108 shares; 2025Q2: 106,940 shares; 2025Q3: 99,185 shares; 2025Q4: 97,325 shares 97,325 $18.2M 2.11% -1,860 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: 1,270 shares; 2024Q4: 1,283 shares; 2025Q1: 1,270 shares; 2025Q2: 41,259 shares; 2025Q3: 43,123 shares; 2025Q4: 43,707 shares 43,707 $16.2M 1.88% +584 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: 257,183 shares; 2024Q4: 258,373 shares; 2025Q1: 275,338 shares; 2025Q2: 288,982 shares; 2025Q3: 294,539 shares; 2025Q4: 300,622 shares 300,622 $16M 1.87% +6,083 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: 125,113 shares; 2024Q4: 123,973 shares; 2025Q1: 123,645 shares; 2025Q2: 126,703 shares; 2025Q3: 126,710 shares; 2025Q4: 126,132 shares 126,132 $15.7M 1.83% -578 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: 244,219 shares; 2024Q4: 243,427 shares; 2025Q1: 249,487 shares; 2025Q2: 256,347 shares; 2025Q3: 256,446 shares; 2025Q4: 262,613 shares 262,613 $14.4M 1.68% +6,167 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: 94,568 shares; 2024Q4: 97,310 shares; 2025Q1: 103,310 shares; 2025Q2: 106,893 shares; 2025Q3: 110,863 shares; 2025Q4: 113,778 shares 113,778 $13.7M 1.59% +2,915 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: 6,720 shares; 2024Q4: 6,355 shares; 2025Q1: 48,891 shares; 2025Q2: 73,455 shares; 2025Q3: 75,577 shares; 2025Q4: 77,908 shares 77,908 $13.3M 1.55% +2,331 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,517 shares; 2024Q4: 217,200 shares; 2025Q1: 257,201 shares; 2025Q2: 261,321 shares; 2025Q3: 269,493 shares; 2025Q4: 270,094 shares 270,094 $13.2M 1.54% +601 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: 63,785 shares; 2024Q4: 65,962 shares; 2025Q1: 80,131 shares; 2025Q2: 87,298 shares; 2025Q3: 90,347 shares; 2025Q4: 89,294 shares 89,294 $12.8M 1.49% -1,053 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,673 shares; 2025Q1: 99,005 shares; 2025Q2: 112,956 shares; 2025Q3: 125,097 shares; 2025Q4: 125,327 shares 125,327 $12.4M 1.45% +230 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: 65,457 shares; 2024Q4: 68,064 shares; 2025Q1: 72,145 shares; 2025Q2: 76,498 shares; 2025Q3: 78,668 shares; 2025Q4: 81,492 shares 81,492 $12.4M 1.45% +2,824 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: 101,463 shares; 2024Q4: 106,005 shares; 2025Q1: 113,977 shares; 2025Q2: 118,492 shares; 2025Q3: 121,461 shares; 2025Q4: 125,246 shares 125,246 $12M 1.4% +3,785 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: 66,665 shares; 2024Q4: 68,313 shares; 2025Q1: 71,825 shares; 2025Q2: 73,720 shares; 2025Q3: 77,506 shares; 2025Q4: 81,562 shares 81,562 $11.7M 1.36% +4,056 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: 111,890 shares; 2024Q4: 113,059 shares; 2025Q1: 111,106 shares; 2025Q2: 120,999 shares; 2025Q3: 127,280 shares; 2025Q4: 135,380 shares 135,380 $11.4M 1.33% +8,100 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: 45,537 shares; 2024Q4: 46,982 shares; 2025Q1: 50,042 shares; 2025Q2: 51,047 shares; 2025Q3: 52,783 shares; 2025Q4: 57,356 shares 57,356 $11.2M 1.3% +4,573 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: 17,937 shares; 2024Q4: 18,482 shares; 2025Q1: 20,609 shares; 2025Q2: 21,198 shares; 2025Q3: 21,951 shares; 2025Q4: 22,962 shares 22,962 $11.1M 1.29% +1,011 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,566 shares; 2024Q4: 190,298 shares; 2025Q1: 230,937 shares; 2025Q2: 263,251 shares; 2025Q3: 281,153 shares; 2025Q4: 283,294 shares 283,294 $10.9M 1.27% +2,141 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: 31,687 shares; 2024Q4: 32,271 shares; 2025Q1: 36,570 shares; 2025Q2: 37,750 shares; 2025Q3: 36,741 shares; 2025Q4: 73,598 shares 73,598 $10.6M 1.23% +36,857 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: 299,101 shares; 2024Q4: 289,375 shares; 2025Q1: 355,871 shares; 2025Q2: 386,720 shares; 2025Q3: 404,347 shares; 2025Q4: 415,276 shares 415,276 $10.3M 1.2% +10,929 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,462 shares; 2024Q4: 100,652 shares; 2025Q1: 111,186 shares; 2025Q2: 115,875 shares; 2025Q3: 117,786 shares; 2025Q4: 123,349 shares 123,349 $9.09M 1.06% +5,563 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: 20,231 shares; 2024Q4: 20,457 shares; 2025Q1: 21,322 shares; 2025Q2: 21,859 shares; 2025Q3: 22,185 shares; 2025Q4: 23,472 shares 23,472 $8.08M 0.94% +1,287 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: 151,931 shares; 2024Q4: 154,859 shares; 2025Q1: 172,648 shares; 2025Q2: 175,487 shares; 2025Q3: 180,847 shares; 2025Q4: 192,071 shares 192,071 $7.82M 0.91% +11,224 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 58,220 shares; 2025Q2: 60,512 shares; 2025Q3: 62,976 shares; 2025Q4: 64,719 shares 64,719 $6.65M 0.77% +1,743 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,103 shares; 2024Q4: 115,313 shares; 2025Q1: 114,391 shares; 2025Q2: 114,068 shares; 2025Q3: 114,351 shares; 2025Q4: 117,485 shares 117,485 $6.43M 0.75% +3,134 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,803 shares; 2024Q4: 32,565 shares; 2025Q1: 32,806 shares; 2025Q2: 34,806 shares; 2025Q3: 37,134 shares; 2025Q4: 40,405 shares 40,405 $6.25M 0.73% +3,271 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: 8,322 shares; 2024Q4: 8,353 shares; 2025Q1: 7,988 shares; 2025Q2: 8,226 shares; 2025Q3: 9,095 shares; 2025Q4: 9,004 shares 9,004 $6.17M 0.72% -91 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,240 shares; 2024Q4: 29,304 shares; 2025Q1: 33,719 shares; 2025Q2: 34,694 shares; 2025Q3: 35,231 shares; 2025Q4: 38,696 shares 38,696 $6M 0.7% +3,465 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: 19,622 shares; 2024Q4: 19,247 shares; 2025Q1: 19,838 shares; 2025Q2: 20,109 shares; 2025Q3: 20,100 shares; 2025Q4: 41,688 shares 41,688 $4.98M 0.58% +21,588 Timeline IBTJ 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: 159,991 shares; 2024Q4: 176,100 shares; 2025Q1: 188,172 shares; 2025Q2: 199,449 shares; 2025Q3: 206,973 shares; 2025Q4: 223,717 shares 223,717 $4.91M 0.57% +16,744 Timeline IBTH 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: 150,124 shares; 2024Q4: 162,533 shares; 2025Q1: 175,367 shares; 2025Q2: 185,876 shares; 2025Q3: 193,074 shares; 2025Q4: 210,068 shares 210,068 $4.72M 0.55% +16,994 Timeline IBTK 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: 156,539 shares; 2024Q4: 177,745 shares; 2025Q1: 195,354 shares; 2025Q2: 208,753 shares; 2025Q3: 218,144 shares; 2025Q4: 237,760 shares 237,760 $4.72M 0.55% +19,616 Timeline IBTI 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: 136,149 shares; 2024Q4: 150,180 shares; 2025Q1: 164,217 shares; 2025Q2: 174,695 shares; 2025Q3: 183,335 shares; 2025Q4: 200,242 shares 200,242 $4.48M 0.52% +16,907 Timeline IBTL 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: 72,399 shares; 2024Q4: 113,716 shares; 2025Q1: 159,337 shares; 2025Q2: 178,712 shares; 2025Q3: 193,708 shares; 2025Q4: 217,743 shares 217,743 $4.47M 0.52% +24,035 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: 51,455 shares; 2024Q4: 46,464 shares; 2025Q1: 44,079 shares; 2025Q2: 44,180 shares; 2025Q3: 45,776 shares; 2025Q4: 57,116 shares 57,116 $4.44M 0.52% +11,340 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: 31,568 shares; 2024Q4: 35,463 shares; 2025Q1: 36,823 shares; 2025Q2: 38,787 shares; 2025Q3: 40,511 shares; 2025Q4: 96,206 shares 96,206 $4.3M 0.5% +55,695 Timeline IBTG 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: 118,688 shares; 2024Q4: 130,639 shares; 2025Q1: 141,204 shares; 2025Q2: 149,045 shares; 2025Q3: 156,529 shares; 2025Q4: 174,836 shares 174,836 $4M 0.47% +18,307 Timeline IBTM 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: 18,718 shares; 2025Q3: 65,388 shares; 2025Q4: 148,404 shares 148,404 $3.42M 0.4% +83,016 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,518 shares; 2024Q4: 93,372 shares; 2025Q1: 93,186 shares; 2025Q2: 97,395 shares; 2025Q3: 95,869 shares; 2025Q4: 96,389 shares 96,389 $3.34M 0.39% +520 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: 20,587 shares; 2024Q4: 21,147 shares; 2025Q1: 22,116 shares; 2025Q2: 21,007 shares; 2025Q3: 26,513 shares; 2025Q4: 27,187 shares 27,187 $2.72M 0.32% +674 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,699 shares; 2024Q4: 21,628 shares; 2025Q1: 21,195 shares; 2025Q2: 21,512 shares; 2025Q3: 21,607 shares; 2025Q4: 22,800 shares 22,800 $2.68M 0.31% +1,193 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: 37,525 shares; 2024Q4: 38,123 shares; 2025Q1: 37,928 shares; 2025Q2: 5,633 shares; 2025Q3: 5,138 shares; 2025Q4: 5,068 shares 5,068 $2.55M 0.3% -70 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,857 shares; 2024Q4: 135,901 shares; 2025Q1: 94,341 shares; 2025Q2: 91,506 shares; 2025Q3: 86,326 shares; 2025Q4: 86,826 shares 86,826 $2.34M 0.27% +500 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: 72,708 shares; 2024Q4: 66,125 shares; 2025Q1: 61,180 shares; 2025Q2: 7,894 shares; 2025Q3: 7,652 shares; 2025Q4: 7,397 shares 7,397 $2.19M 0.26% -255 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: 7,966 shares; 2024Q4: 7,965 shares; 2025Q1: 8,460 shares; 2025Q2: 8,385 shares; 2025Q3: 7,660 shares; 2025Q4: 6,960 shares 6,960 $2.18M 0.25% -700 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: 4,989 shares; 2024Q4: 4,697 shares; 2025Q1: 4,867 shares; 2025Q2: 4,860 shares; 2025Q3: 4,672 shares; 2025Q4: 3,323 shares 3,323 $2.08M 0.24% -1,349 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: 1,663 shares; 2024Q4: 1,638 shares; 2025Q1: 1,665 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,720 shares 1,720 $1.85M 0.22% +89 Timeline SCHH 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: 33,685 shares; 2024Q4: 42,010 shares; 2025Q1: 76,325 shares; 2025Q2: 78,795 shares; 2025Q3: 85,696 shares; 2025Q4: 88,261 shares 88,261 $1.84M 0.21% +2,565 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: 17,189 shares; 2024Q4: 2,770 shares; 2025Q1: 2,464 shares; 2025Q2: 2,360 shares; 2025Q3: 2,315 shares; 2025Q4: 2,070 shares 2,070 $1.79M 0.21% -245 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: 5,914 shares; 2024Q4: 6,205 shares; 2025Q1: 6,191 shares; 2025Q2: 3,475 shares; 2025Q3: 3,528 shares; 2025Q4: 5,102 shares 5,102 $1.71M 0.2% +1,574 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: 11,800 shares; 2024Q4: 11,813 shares; 2025Q1: 11,813 shares; 2025Q2: 11,813 shares; 2025Q3: 11,813 shares; 2025Q4: 11,800 shares 11,800 $1.59M 0.19% -13 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,940 shares; 2024Q4: 22,966 shares; 2025Q1: 22,940 shares; 2025Q2: 19,195 shares; 2025Q3: 18,775 shares; 2025Q4: 18,775 shares 18,775 $1.5M 0.17% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,024 shares; 2025Q4: 20,029 shares 20,029 $1.47M 0.17% +5 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,155 shares; 2024Q4: 55,858 shares; 2025Q1: 58,025 shares; 2025Q2: 60,495 shares; 2025Q3: 61,025 shares; 2025Q4: 63,025 shares 63,025 $1.47M 0.17% +2,000 Timeline IVW 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: 10,493 shares; 2024Q4: 10,656 shares; 2025Q1: 10,651 shares; 2025Q2: 10,629 shares; 2025Q3: 10,697 shares; 2025Q4: 10,629 shares 10,629 $1.31M 0.15% -68 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: 7,469 shares; 2024Q4: 7,153 shares; 2025Q1: 7,014 shares; 2025Q2: 6,641 shares; 2025Q3: 6,415 shares; 2025Q4: 6,224 shares 6,224 $1.29M 0.15% -191 Timeline XLB 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: 10,478 shares; 2024Q4: 11,151 shares; 2025Q1: 11,955 shares; 2025Q2: 12,333 shares; 2025Q3: 12,841 shares; 2025Q4: 26,816 shares 26,816 $1.22M 0.14% +13,975 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: 2,408 shares; 2024Q4: 2,089 shares; 2025Q1: 1,500 shares; 2025Q2: 1,481 shares; 2025Q3: 4,302 shares; 2025Q4: 4,499 shares 4,499 $1.16M 0.14% +197 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: 59,066 shares; 2024Q4: 59,666 shares; 2025Q1: 62,566 shares; 2025Q2: 63,466 shares; 2025Q3: 64,366 shares; 2025Q4: 69,266 shares 69,266 $1.14M 0.13% +4,900 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: 2,250 shares; 2024Q4: 2,255 shares; 2025Q1: 2,569 shares; 2025Q2: 2,864 shares; 2025Q3: 3,164 shares; 2025Q4: 3,524 shares 3,524 $1.07M 0.12% +360 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: 6,109 shares; 2024Q4: 5,840 shares; 2025Q1: 5,599 shares; 2025Q2: 5,599 shares; 2025Q3: 5,218 shares; 2025Q4: 5,479 shares 5,479 $1.07M 0.12% +261 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: 25,322 shares; 2024Q4: 26,222 shares; 2025Q1: 27,122 shares; 2025Q2: 28,022 shares; 2025Q3: 29,609 shares; 2025Q4: 32,883 shares 32,883 $1.05M 0.12% +3,274 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: 11,689 shares; 2024Q4: 11,689 shares; 2025Q1: 11,277 shares; 2025Q2: 11,277 shares; 2025Q3: 11,277 shares; 2025Q4: 11,277 shares 11,277 $1.04M 0.12% 0 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,001 shares; 2024Q4: 45,001 shares; 2025Q1: 45,001 shares; 2025Q2: 45,001 shares; 2025Q3: 45,001 shares; 2025Q4: 45,001 shares 45,001 $1.04M 0.12% 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: 2,321 shares; 2024Q4: 2,321 shares; 2025Q1: 2,171 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares 2,171 $1.03M 0.12% 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: 166 shares; 2024Q4: 166 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares 169 $905K 0.11% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,581 shares; 2024Q4: 7,316 shares; 2025Q1: 7,251 shares; 2025Q2: 6,762 shares; 2025Q3: 6,282 shares; 2025Q4: 6,482 shares 6,482 $860K 0.1% +200 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: 2,997 shares; 2024Q4: 3,011 shares; 2025Q1: 3,070 shares; 2025Q2: 3,070 shares; 2025Q3: 3,068 shares; 2025Q4: 2,376 shares 2,376 $833K 0.1% -692 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares 45,000 $801K 0.09% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares 10,700 $786K 0.09% 0 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: 1,185 shares; 2024Q4: 1,303 shares; 2025Q1: 1,457 shares; 2025Q2: 1,244 shares; 2025Q3: 1,510 shares; 2025Q4: 1,559 shares 1,559 $760K 0.09% +49 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: 5,951 shares; 2024Q4: 6,433 shares; 2025Q1: 6,531 shares; 2025Q2: 6,419 shares; 2025Q3: 6,454 shares; 2025Q4: 6,429 shares 6,429 $754K 0.09% -25 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: 10,000 shares; 2024Q4: 10,017 shares; 2025Q1: 10,017 shares; 2025Q2: 10,017 shares; 2025Q3: 10,000 shares; 2025Q4: 11,525 shares 11,525 $693K 0.08% +1,525 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 27,875 shares; 2025Q1: 28,140 shares; 2025Q2: 27,265 shares; 2025Q3: 26,795 shares; 2025Q4: 26,795 shares 26,795 $644K 0.08% 0 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: 2,619 shares; 2024Q4: 2,343 shares; 2025Q1: 2,405 shares; 2025Q2: 2,267 shares; 2025Q3: 2,328 shares; 2025Q4: 2,817 shares 2,817 $644K 0.07% +489 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: 4,171 shares; 2024Q4: 4,070 shares; 2025Q1: 4,144 shares; 2025Q2: 5,932 shares; 2025Q3: 5,182 shares; 2025Q4: 6,753 shares 6,753 $629K 0.07% +1,571 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,563 shares; 2024Q4: 99,563 shares; 2025Q1: 99,563 shares; 2025Q2: 99,563 shares; 2025Q3: 99,563 shares; 2025Q4: 99,563 shares 99,563 $625K 0.07% 0 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: 9,280 shares; 2024Q4: 9,185 shares; 2025Q1: 9,507 shares; 2025Q2: 9,417 shares; 2025Q3: 8,754 shares; 2025Q4: 8,901 shares 8,901 $622K 0.07% +147 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: 6,168 shares; 2024Q4: 5,763 shares; 2025Q1: 5,673 shares; 2025Q2: 5,729 shares; 2025Q3: 5,382 shares; 2025Q4: 4,927 shares 4,927 $617K 0.07% -455 Timeline IBDT 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: 22,569 shares; 2024Q4: 21,914 shares; 2025Q1: 24,758 shares; 2025Q2: 24,524 shares; 2025Q3: 24,104 shares; 2025Q4: 24,104 shares 24,104 $614K 0.07% 0 Timeline IVE 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: 2,800 shares; 2024Q4: 2,845 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $594K 0.07% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 1,259 shares; 2025Q1: 1,259 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares 719 $590K 0.07% 0 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: 1,935 shares; 2024Q4: 1,930 shares; 2025Q1: 1,964 shares; 2025Q2: 2,027 shares; 2025Q3: 1,922 shares; 2025Q4: 1,925 shares 1,925 $588K 0.07% +3 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: 9,522 shares; 2024Q4: 18,556 shares; 2025Q1: 21,212 shares; 2025Q2: 21,062 shares; 2025Q3: 19,837 shares; 2025Q4: 20,337 shares 20,337 $579K 0.07% +500 Timeline EBMT EAGLE BANCORP MONT INC More: the full row for EAGLE BANCORP MONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,803 shares; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares; 2025Q4: 29,000 shares 29,000 $577K 0.07% 0 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: 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 $566K 0.07% 0 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: 1,392 shares; 2024Q4: 1,432 shares; 2025Q1: 1,483 shares; 2025Q2: 1,442 shares; 2025Q3: 1,525 shares; 2025Q4: 1,936 shares 1,936 $562K 0.07% +411 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,609 shares; 2024Q4: 42,609 shares; 2025Q1: 42,609 shares; 2025Q2: 42,609 shares; 2025Q3: 42,609 shares; 2025Q4: 42,609 shares 42,609 $545K 0.06% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,866 shares; 2025Q4: 1,862 shares 1,862 $540K 0.06% -4 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,648 shares; 2024Q4: 26,648 shares; 2025Q1: 26,648 shares; 2025Q2: 25,123 shares; 2025Q3: 25,323 shares; 2025Q4: 41,077 shares 41,077 $539K 0.06% +15,754 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: 1,530 shares; 2024Q4: 1,574 shares; 2025Q1: 1,589 shares; 2025Q2: 1,575 shares; 2025Q3: 1,548 shares; 2025Q4: 1,517 shares 1,517 $525K 0.06% -31 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: 1,875 shares; 2024Q4: 1,830 shares; 2025Q1: 1,055 shares; 2025Q2: 1,161 shares; 2025Q3: 1,167 shares; 2025Q4: 1,136 shares 1,136 $511K 0.06% -31 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: 2,230 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,234 shares; 2025Q4: 2,230 shares 2,230 $508K 0.06% -4 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: 6,516 shares; 2024Q4: 6,516 shares; 2025Q1: 6,501 shares; 2025Q2: 6,501 shares; 2025Q3: 6,501 shares; 2025Q4: 6,501 shares 6,501 $490K 0.06% 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: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,358 shares; 2025Q4: 1,353 shares 1,353 $476K 0.06% -5 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: 30,459 shares; 2024Q4: 30,746 shares; 2025Q1: 2,629 shares; 2025Q2: 2,684 shares; 2025Q3: 2,535 shares; 2025Q4: 1,890 shares 1,890 $456K 0.05% -645 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,443 shares; 2024Q4: 24,228 shares; 2025Q1: 24,230 shares; 2025Q2: 23,693 shares; 2025Q3: 23,693 shares; 2025Q4: 24,709 shares 24,709 $450K 0.05% +1,016 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $447K 0.05% 0 Timeline IBDR 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: 21,296 shares; 2024Q4: 21,331 shares; 2025Q1: 19,552 shares; 2025Q2: 18,889 shares; 2025Q3: 18,169 shares; 2025Q4: 18,169 shares 18,169 $440K 0.05% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $436K 0.05% 0 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: 10,318 shares; 2024Q4: 32,850 shares; 2025Q1: 22,720 shares; 2025Q2: 22,510 shares; 2025Q3: 16,178 shares; 2025Q4: 16,178 shares 16,178 $424K 0.05% 0 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: 2,047 shares; 2024Q4: 2,026 shares; 2025Q1: 2,016 shares; 2025Q2: 2,288 shares; 2025Q3: 1,961 shares; 2025Q4: 2,307 shares 2,307 $423K 0.05% +346 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: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares; 2025Q3: 1,910 shares; 2025Q4: 1,733 shares 1,733 $397K 0.05% -177 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $392K 0.05% 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: 1,574 shares; 2024Q4: 1,648 shares; 2025Q1: 1,797 shares; 2025Q2: 1,630 shares; 2025Q3: 1,534 shares; 2025Q4: 1,729 shares 1,729 $380K 0.04% +195 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: 5,150 shares; 2024Q4: 17,971 shares; 2025Q1: 15,444 shares; 2025Q2: 15,132 shares; 2025Q3: 14,507 shares; 2025Q4: 13,850 shares 13,850 $380K 0.04% -657 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: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,345 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares 2,045 $379K 0.04% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,742 shares; 2024Q4: 9,027 shares; 2025Q1: 9,012 shares; 2025Q2: 7,135 shares; 2025Q3: 7,035 shares; 2025Q4: 8,604 shares 8,604 $379K 0.04% +1,569 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: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,633 shares; 2025Q4: 1,633 shares 1,633 $359K 0.04% 0 Timeline IBHF 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: 15,340 shares; 2025Q4: 15,340 shares 15,340 $354K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 2,738 shares; 2025Q1: 2,788 shares; 2025Q2: 2,738 shares; 2025Q3: 2,738 shares; 2025Q4: 2,738 shares 2,738 $353K 0.04% 0 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $353K 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: 3,885 shares; 2024Q4: 4,016 shares; 2025Q1: 3,680 shares; 2025Q2: 3,873 shares; 2025Q3: 3,604 shares; 2025Q4: 3,600 shares 3,600 $337K 0.04% -4 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: not reported; 2025Q1: 1,217 shares; 2025Q2: not reported; 2025Q3: 1,533 shares; 2025Q4: 1,759 shares 1,759 $336K 0.04% +226 Timeline BIV 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: 6,670 shares; 2024Q4: 7,092 shares; 2025Q1: 7,324 shares; 2025Q2: 7,333 shares; 2025Q3: 7,567 shares; 2025Q4: 4,264 shares 4,264 $332K 0.04% -3,303 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: 1,200 shares; 2024Q4: 1,231 shares; 2025Q1: not reported; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares 1,283 $330K 0.04% 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: 6,468 shares; 2024Q4: 6,625 shares; 2025Q1: 7,251 shares; 2025Q2: 7,125 shares; 2025Q3: 7,409 shares; 2025Q4: 4,181 shares 4,181 $330K 0.04% -3,228 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,679 shares; 2024Q4: 34,679 shares; 2025Q1: 34,679 shares; 2025Q2: 34,679 shares; 2025Q3: 34,529 shares; 2025Q4: 34,529 shares 34,529 $329K 0.04% 0 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: 1,271 shares; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares 1,055 $325K 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares 2,750 $319K 0.04% 0 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: 3,369 shares; 2024Q4: 3,216 shares; 2025Q1: 3,161 shares; 2025Q2: 3,101 shares; 2025Q3: 3,258 shares; 2025Q4: 2,776 shares 2,776 $316K 0.04% -482 Timeline IWD 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: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,490 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares 1,475 $310K 0.04% 0 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: 3,482 shares; 2024Q4: 3,591 shares; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares; 2025Q4: 3,482 shares 3,482 $308K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,067 shares 1,067 $308K 0.04% new Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,862 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $303K 0.04% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares 1,540 $299K 0.03% 0 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: 3,146 shares; 2024Q4: 2,935 shares; 2025Q1: 2,935 shares; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares 2,935 $293K 0.03% 0 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: not reported; 2024Q4: 2,270 shares; 2025Q1: 2,324 shares; 2025Q2: 2,530 shares; 2025Q3: 2,474 shares; 2025Q4: 2,561 shares 2,561 $285K 0.03% +87 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: 1,359 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,346 shares; 2025Q4: 1,322 shares 1,322 $283K 0.03% -24 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: 1,179 shares; 2024Q4: 1,176 shares; 2025Q1: 1,506 shares; 2025Q2: 1,378 shares; 2025Q3: 1,300 shares; 2025Q4: 1,212 shares 1,212 $280K 0.03% -88 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,046 shares; 2025Q2: 7,646 shares; 2025Q3: 8,061 shares; 2025Q4: 10,980 shares 10,980 $273K 0.03% +2,919 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,346 shares; 2024Q4: 10,527 shares; 2025Q1: 10,887 shares; 2025Q2: 11,267 shares; 2025Q3: 11,605 shares; 2025Q4: 12,040 shares 12,040 $272K 0.03% +435 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: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 925 shares; 2025Q4: 825 shares 825 $267K 0.03% -100 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: 7,230 shares 7,230 $267K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 404 shares; 2025Q4: 387 shares 387 $264K 0.03% -17 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: 1,548 shares; 2024Q4: 1,569 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,521 shares 1,521 $264K 0.03% -7 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,011 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $255K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: 2,248 shares; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares 2,210 $248K 0.03% 0 Timeline ATLO AMES NATL CORP More: the full row for AMES NATL 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: 10,725 shares; 2025Q2: 10,725 shares; 2025Q3: 10,725 shares; 2025Q4: 10,725 shares 10,725 $246K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: 480 shares 480 $245K 0.03% +1 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: 3,800 shares 3,800 $245K 0.03% new 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: 986 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares 980 $241K 0.03% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,410 shares 3,410 $237K 0.03% new 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: 4,341 shares; 2024Q4: 4,081 shares; 2025Q1: 4,158 shares; 2025Q2: 4,063 shares; 2025Q3: 4,063 shares; 2025Q4: 4,063 shares 4,063 $234K 0.03% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY 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 $234K 0.03% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,788 shares; 2024Q4: 338,831 shares; 2025Q1: 6,177 shares; 2025Q2: 5,685 shares; 2025Q3: 5,264 shares; 2025Q4: 4,352 shares 4,352 $234K 0.03% -912 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: 1,436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,064 shares 1,064 $231K 0.03% -54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 319 shares; 2025Q3: 261 shares; 2025Q4: 261 shares 261 $229K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $228K 0.03% 0 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $226K 0.03% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788 shares 788 $225K 0.03% new 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: 427 shares; 2024Q4: 427 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 387 shares 387 $224K 0.03% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $224K 0.03% new 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: 3,277 shares; 2024Q4: 3,084 shares; 2025Q1: 3,435 shares; 2025Q2: 3,165 shares; 2025Q3: 3,199 shares; 2025Q4: 2,765 shares 2,765 $222K 0.03% -434 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: 395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 344 shares; 2025Q4: 336 shares 336 $222K 0.03% -8 Timeline IBHJ 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: 7,920 shares 7,920 $211K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,289 shares 4,289 $207K 0.02% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $207K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,608 shares 2,608 $207K 0.02% new Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,750 shares; 2024Q4: 10,750 shares; 2025Q1: 10,750 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $159K 0.02% 0 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,595 shares; 2024Q4: 13,595 shares; 2025Q1: 13,595 shares; 2025Q2: 13,595 shares; 2025Q3: 13,595 shares; 2025Q4: 13,595 shares 13,595 $149K 0.02% 0 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN 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: 10,000 shares 10,000 $54.6K 0.01% new Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $15.3K <0.01% 0 Timeline