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: 2,919 shares; 2024Q4: 1,604,869 shares; 2025Q1: 741,110 shares; 2025Q2: 496,291 shares; 2025Q3: 461,841 shares; 2025Q4: 378,890 shares 378,890 $103M 6.07% -82,951 Timeline IWY 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: 133,962 shares; 2024Q4: 459,585 shares; 2025Q1: not reported; 2025Q2: 322,606 shares; 2025Q3: 321,996 shares; 2025Q4: 302,455 shares 302,455 $83.8M 4.94% -19,541 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: not reported; 2024Q4: 331,078 shares; 2025Q1: not reported; 2025Q2: 183,865 shares; 2025Q3: 171,477 shares; 2025Q4: 154,159 shares 154,159 $74.6M 4.4% -17,318 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: not reported; 2024Q4: 435,478 shares; 2025Q1: 359,794 shares; 2025Q2: 270,510 shares; 2025Q3: 255,505 shares; 2025Q4: 174,967 shares 174,967 $60.6M 3.57% -80,538 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: not reported; 2024Q4: 352,133 shares; 2025Q1: 339,865 shares; 2025Q2: 257,341 shares; 2025Q3: 247,246 shares; 2025Q4: 207,684 shares 207,684 $47.9M 2.83% -39,562 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,589 shares; 2024Q4: 851,638 shares; 2025Q1: 737,140 shares; 2025Q2: 504,233 shares; 2025Q3: 475,483 shares; 2025Q4: 533,965 shares 533,965 $47.8M 2.82% +58,482 Timeline IWX 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: 237,753 shares; 2024Q4: 717,934 shares; 2025Q1: not reported; 2025Q2: 532,559 shares; 2025Q3: 545,667 shares; 2025Q4: 508,406 shares 508,406 $46.7M 2.75% -37,261 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: not reported; 2024Q4: 364,542 shares; 2025Q1: 388,172 shares; 2025Q2: 241,794 shares; 2025Q3: 233,144 shares; 2025Q4: 248,106 shares 248,106 $46.3M 2.73% +14,962 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: 204,560 shares; 2024Q4: 1,020,473 shares; 2025Q1: not reported; 2025Q2: 616,915 shares; 2025Q3: 455,385 shares; 2025Q4: 370,967 shares 370,967 $37.1M 2.18% -84,418 Timeline IWS 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: 60,722 shares; 2024Q4: 298,260 shares; 2025Q1: not reported; 2025Q2: 278,757 shares; 2025Q3: 290,834 shares; 2025Q4: 262,626 shares 262,626 $37M 2.18% -28,208 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: not reported; 2024Q4: 255,890 shares; 2025Q1: 221,159 shares; 2025Q2: 150,546 shares; 2025Q3: 136,204 shares; 2025Q4: 114,791 shares 114,791 $35.9M 2.12% -21,413 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: 735 shares; 2024Q4: 139,846 shares; 2025Q1: not reported; 2025Q2: 50,232 shares; 2025Q3: 44,257 shares; 2025Q4: 50,452 shares 50,452 $34.6M 2.04% +6,195 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: not reported; 2024Q4: 217,752 shares; 2025Q1: 180,556 shares; 2025Q2: 117,632 shares; 2025Q3: 107,425 shares; 2025Q4: 100,410 shares 100,410 $32.4M 1.91% -7,015 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,194 shares; 2024Q4: 197,924 shares; 2025Q1: not reported; 2025Q2: 179,397 shares; 2025Q3: 190,430 shares; 2025Q4: 185,968 shares 185,968 $25.5M 1.5% -4,462 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: not reported; 2024Q4: 196,676 shares; 2025Q1: 161,235 shares; 2025Q2: 113,739 shares; 2025Q3: 108,273 shares; 2025Q4: 79,305 shares 79,305 $24.9M 1.47% -28,968 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: 83,723 shares; 2025Q1: 78,791 shares; 2025Q2: 51,953 shares; 2025Q3: 41,956 shares; 2025Q4: 35,942 shares 35,942 $24.5M 1.45% -6,014 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 206,151 shares; 2025Q4: 275,274 shares 275,274 $21.4M 1.26% +69,123 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: not reported; 2024Q4: 54,415 shares; 2025Q1: 53,529 shares; 2025Q2: 32,961 shares; 2025Q3: 32,400 shares; 2025Q4: 32,189 shares 32,189 $21.2M 1.25% -211 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: not reported; 2024Q4: 91,048 shares; 2025Q1: 83,297 shares; 2025Q2: 59,157 shares; 2025Q3: 56,546 shares; 2025Q4: 54,502 shares 54,502 $19.1M 1.13% -2,044 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: not reported; 2024Q4: 63,585 shares; 2025Q1: not reported; 2025Q2: 36,247 shares; 2025Q3: 33,191 shares; 2025Q4: 30,372 shares 30,372 $19M 1.12% -2,819 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,038 shares; 2024Q4: 408,509 shares; 2025Q1: 389,182 shares; 2025Q2: 327,570 shares; 2025Q3: 298,193 shares; 2025Q4: 247,743 shares 247,743 $16.7M 0.98% -50,450 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: not reported; 2024Q4: 92,940 shares; 2025Q1: not reported; 2025Q2: 50,916 shares; 2025Q3: 48,467 shares; 2025Q4: 45,859 shares 45,859 $15.8M 0.93% -2,608 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: not reported; 2024Q4: 257,532 shares; 2025Q1: 215,679 shares; 2025Q2: 102,349 shares; 2025Q3: 93,857 shares; 2025Q4: 68,663 shares 68,663 $15.7M 0.92% -25,194 Timeline VTWO 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: 35,850 shares; 2024Q4: 142,279 shares; 2025Q1: 175,348 shares; 2025Q2: 150,468 shares; 2025Q3: 147,326 shares; 2025Q4: 151,788 shares 151,788 $15.1M 0.89% +4,462 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: not reported; 2024Q4: 407,902 shares; 2025Q1: 331,139 shares; 2025Q2: 213,788 shares; 2025Q3: 201,008 shares; 2025Q4: 171,098 shares 171,098 $13.2M 0.78% -29,910 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243,506 shares; 2025Q2: 181,778 shares; 2025Q3: 214,072 shares; 2025Q4: 347,306 shares 347,306 $11.4M 0.67% +133,234 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: not reported; 2024Q4: 44,127 shares; 2025Q1: 44,546 shares; 2025Q2: 27,563 shares; 2025Q3: 26,826 shares; 2025Q4: 22,728 shares 22,728 $11.4M 0.67% -4,098 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: not reported; 2024Q4: 109,861 shares; 2025Q1: 94,594 shares; 2025Q2: 59,969 shares; 2025Q3: 54,825 shares; 2025Q4: 57,721 shares 57,721 $11.3M 0.66% +2,896 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,887 shares; 2025Q1: not reported; 2025Q2: 48,768 shares; 2025Q3: 41,478 shares; 2025Q4: 37,250 shares 37,250 $11M 0.65% -4,228 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: not reported; 2024Q4: 16,164 shares; 2025Q1: 14,510 shares; 2025Q2: 10,633 shares; 2025Q3: 10,260 shares; 2025Q4: 117,427 shares 117,427 $11M 0.65% +107,167 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: 45,012 shares; 2025Q1: not reported; 2025Q2: 32,941 shares; 2025Q3: 31,849 shares; 2025Q4: 31,999 shares 31,999 $10.7M 0.63% +150 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: not reported; 2024Q4: 59,118 shares; 2025Q1: 59,148 shares; 2025Q2: 28,088 shares; 2025Q3: 24,072 shares; 2025Q4: 23,811 shares 23,811 $10.7M 0.63% -261 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: not reported; 2024Q4: 155,052 shares; 2025Q1: 163,088 shares; 2025Q2: 108,634 shares; 2025Q3: 98,327 shares; 2025Q4: 88,208 shares 88,208 $10.6M 0.63% -10,119 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: not reported; 2024Q4: 26,970 shares; 2025Q1: 19,585 shares; 2025Q2: 15,603 shares; 2025Q3: 13,257 shares; 2025Q4: 12,257 shares 12,257 $10.6M 0.62% -1,000 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: not reported; 2024Q4: 71,385 shares; 2025Q1: not reported; 2025Q2: 41,877 shares; 2025Q3: 34,813 shares; 2025Q4: 22,324 shares 22,324 $10.6M 0.62% -12,489 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: not reported; 2024Q4: 15,914 shares; 2025Q1: not reported; 2025Q2: 7,098 shares; 2025Q3: 7,918 shares; 2025Q4: 9,530 shares 9,530 $10.2M 0.6% +1,612 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: 220,832 shares; 2025Q1: not reported; 2025Q2: 116,794 shares; 2025Q3: 106,774 shares; 2025Q4: 88,147 shares 88,147 $9.82M 0.58% -18,627 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,384 shares; 2025Q1: not reported; 2025Q2: 71,806 shares; 2025Q3: 70,578 shares; 2025Q4: 62,377 shares 62,377 $9.58M 0.56% -8,201 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,638 shares; 2025Q1: 42,728 shares; 2025Q2: 31,220 shares; 2025Q3: 29,725 shares; 2025Q4: 29,243 shares 29,243 $9.31M 0.55% -482 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 122,801 shares; 2025Q1: 100,033 shares; 2025Q2: 73,952 shares; 2025Q3: 57,397 shares; 2025Q4: 46,205 shares 46,205 $9.18M 0.54% -11,192 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: not reported; 2024Q4: 84,540 shares; 2025Q1: not reported; 2025Q2: 40,996 shares; 2025Q3: 38,021 shares; 2025Q4: 38,280 shares 38,280 $8.85M 0.52% +259 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: not reported; 2024Q4: 166,641 shares; 2025Q1: not reported; 2025Q2: 79,871 shares; 2025Q3: 76,608 shares; 2025Q4: 60,424 shares 60,424 $8.66M 0.51% -16,184 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,257 shares; 2024Q4: 177,094 shares; 2025Q1: not reported; 2025Q2: 126,098 shares; 2025Q3: 76,172 shares; 2025Q4: 77,521 shares 77,521 $8.3M 0.49% +1,349 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: not reported; 2024Q4: 117,716 shares; 2025Q1: not reported; 2025Q2: 62,066 shares; 2025Q3: 57,629 shares; 2025Q4: 51,291 shares 51,291 $7.82M 0.46% -6,338 Timeline GVI 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: 139,076 shares; 2025Q1: not reported; 2025Q2: 53,964 shares; 2025Q3: 65,328 shares; 2025Q4: 72,509 shares 72,509 $7.78M 0.46% +7,181 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: not reported; 2024Q4: 272,413 shares; 2025Q1: 225,249 shares; 2025Q2: 89,456 shares; 2025Q3: 82,085 shares; 2025Q4: 61,881 shares 61,881 $7.75M 0.46% -20,204 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: not reported; 2024Q4: 78,545 shares; 2025Q1: 63,918 shares; 2025Q2: 39,839 shares; 2025Q3: 38,655 shares; 2025Q4: 28,755 shares 28,755 $7.71M 0.45% -9,900 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: not reported; 2024Q4: 24,363 shares; 2025Q1: 18,171 shares; 2025Q2: 15,234 shares; 2025Q3: 14,372 shares; 2025Q4: 13,387 shares 13,387 $7.58M 0.45% -985 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,498 shares; 2025Q1: 44,070 shares; 2025Q2: 30,763 shares; 2025Q3: 28,351 shares; 2025Q4: 27,712 shares 27,712 $7.52M 0.44% -639 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: 72,492 shares; 2025Q1: not reported; 2025Q2: 36,497 shares; 2025Q3: 30,775 shares; 2025Q4: 25,368 shares 25,368 $7.45M 0.44% -5,407 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: not reported; 2024Q4: 94,526 shares; 2025Q1: not reported; 2025Q2: 50,461 shares; 2025Q3: 53,319 shares; 2025Q4: 51,691 shares 51,691 $7.42M 0.44% -1,628 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: 15,416 shares; 2025Q1: 18,327 shares; 2025Q2: 13,974 shares; 2025Q3: 12,444 shares; 2025Q4: 12,444 shares 12,444 $7.1M 0.42% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,301 shares; 2025Q1: not reported; 2025Q2: 39,660 shares; 2025Q3: 36,918 shares; 2025Q4: 27,914 shares 27,914 $6.87M 0.41% -9,004 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: not reported; 2024Q4: 355,834 shares; 2025Q1: not reported; 2025Q2: 305,559 shares; 2025Q3: 282,753 shares; 2025Q4: 283,866 shares 283,866 $6.82M 0.4% +1,113 Timeline IQLT 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: 275,497 shares; 2025Q1: 227,843 shares; 2025Q2: 203,938 shares; 2025Q3: 151,002 shares; 2025Q4: 146,152 shares 146,152 $6.64M 0.39% -4,850 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: not reported; 2024Q4: 278,293 shares; 2025Q1: 190,786 shares; 2025Q2: 101,911 shares; 2025Q3: 90,380 shares; 2025Q4: 82,456 shares 82,456 $6.62M 0.39% -7,924 Timeline EFA 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: 141,344 shares; 2025Q1: not reported; 2025Q2: 78,742 shares; 2025Q3: 67,967 shares; 2025Q4: 67,983 shares 67,983 $6.53M 0.38% +16 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: not reported; 2024Q4: 154,586 shares; 2025Q1: not reported; 2025Q2: 78,310 shares; 2025Q3: 57,911 shares; 2025Q4: 54,305 shares 54,305 $6.53M 0.38% -3,606 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: not reported; 2024Q4: 71,949 shares; 2025Q1: not reported; 2025Q2: 33,224 shares; 2025Q3: 30,463 shares; 2025Q4: 29,554 shares 29,554 $6.12M 0.36% -909 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,377 shares; 2025Q1: 54,362 shares; 2025Q2: 36,360 shares; 2025Q3: 31,845 shares; 2025Q4: 27,330 shares 27,330 $6.1M 0.36% -4,515 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: not reported; 2024Q4: 30,114 shares; 2025Q1: 26,131 shares; 2025Q2: 20,865 shares; 2025Q3: 16,749 shares; 2025Q4: 16,700 shares 16,700 $5.85M 0.35% -49 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101,838 shares; 2025Q1: 68,006 shares; 2025Q2: 47,003 shares; 2025Q3: 40,113 shares; 2025Q4: 35,888 shares 35,888 $5.81M 0.34% -4,225 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: 15,595 shares; 2025Q1: 30,505 shares; 2025Q2: 22,511 shares; 2025Q3: 24,248 shares; 2025Q4: 22,422 shares 22,422 $5.76M 0.34% -1,826 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: not reported; 2024Q4: 73,880 shares; 2025Q1: not reported; 2025Q2: 36,277 shares; 2025Q3: 32,074 shares; 2025Q4: 28,816 shares 28,816 $5.62M 0.33% -3,258 Timeline SGOV 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: 195,165 shares; 2025Q1: 179,058 shares; 2025Q2: 86,484 shares; 2025Q3: 74,625 shares; 2025Q4: 54,577 shares 54,577 $5.48M 0.32% -20,048 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: 40,344 shares; 2025Q1: 37,304 shares; 2025Q2: 25,693 shares; 2025Q3: 27,563 shares; 2025Q4: 30,062 shares 30,062 $5.34M 0.32% +2,499 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: not reported; 2024Q4: 107,136 shares; 2025Q1: 92,183 shares; 2025Q2: 55,086 shares; 2025Q3: 63,109 shares; 2025Q4: 50,478 shares 50,478 $5.31M 0.31% -12,631 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: not reported; 2024Q4: 592 shares; 2025Q1: 745 shares; 2025Q2: 766 shares; 2025Q3: 799 shares; 2025Q4: 984 shares 984 $5.27M 0.31% +185 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149,578 shares; 2025Q1: 248,034 shares; 2025Q2: 237,109 shares; 2025Q3: 209,355 shares; 2025Q4: 191,237 shares 191,237 $5.26M 0.31% -18,118 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: not reported; 2024Q4: 42,270 shares; 2025Q1: not reported; 2025Q2: 22,771 shares; 2025Q3: 22,796 shares; 2025Q4: 16,926 shares 16,926 $5.17M 0.3% -5,870 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: not reported; 2024Q4: 92,485 shares; 2025Q1: not reported; 2025Q2: 68,442 shares; 2025Q3: 69,956 shares; 2025Q4: 72,578 shares 72,578 $5.07M 0.3% +2,622 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: 18,009 shares; 2025Q1: 13,326 shares; 2025Q2: 7,670 shares; 2025Q3: 6,033 shares; 2025Q4: 5,744 shares 5,744 $5.05M 0.3% -289 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: not reported; 2024Q4: 32,149 shares; 2025Q1: 29,125 shares; 2025Q2: 26,681 shares; 2025Q3: 26,789 shares; 2025Q4: 21,898 shares 21,898 $4.81M 0.28% -4,891 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,372 shares; 2025Q1: not reported; 2025Q2: 57,051 shares; 2025Q3: 51,849 shares; 2025Q4: 31,762 shares 31,762 $4.72M 0.28% -20,087 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,983 shares; 2024Q4: 82,387 shares; 2025Q1: not reported; 2025Q2: 63,899 shares; 2025Q3: 63,478 shares; 2025Q4: 60,521 shares 60,521 $4.69M 0.28% -2,957 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,436 shares; 2025Q1: not reported; 2025Q2: 28,255 shares; 2025Q3: 28,234 shares; 2025Q4: 27,011 shares 27,011 $4.62M 0.27% -1,223 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: not reported; 2024Q4: 23,752 shares; 2025Q1: 22,495 shares; 2025Q2: 17,725 shares; 2025Q3: 14,899 shares; 2025Q4: 13,572 shares 13,572 $4.48M 0.26% -1,327 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,164 shares; 2025Q1: 37,598 shares; 2025Q2: 35,469 shares; 2025Q3: 33,487 shares; 2025Q4: 66,410 shares 66,410 $4.47M 0.26% +32,923 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: not reported; 2024Q4: 78,679 shares; 2025Q1: not reported; 2025Q2: 31,345 shares; 2025Q3: 27,737 shares; 2025Q4: 23,796 shares 23,796 $4.41M 0.26% -3,941 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 107,587 shares; 2025Q1: not reported; 2025Q2: 74,157 shares; 2025Q3: 71,609 shares; 2025Q4: 70,211 shares 70,211 $4.39M 0.26% -1,398 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,456 shares; 2025Q1: 133,287 shares; 2025Q2: 144,776 shares; 2025Q3: 148,227 shares; 2025Q4: 161,131 shares 161,131 $4.37M 0.26% +12,904 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: not reported; 2024Q4: 197,057 shares; 2025Q1: not reported; 2025Q2: 86,743 shares; 2025Q3: 79,311 shares; 2025Q4: 78,636 shares 78,636 $4.23M 0.25% -675 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,416 shares; 2025Q1: 4,121 shares; 2025Q2: 4,333 shares; 2025Q3: 4,345 shares; 2025Q4: 6,246 shares 6,246 $4.23M 0.25% +1,901 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: not reported; 2024Q4: 16,989 shares; 2025Q1: 20,382 shares; 2025Q2: 9,127 shares; 2025Q3: 7,198 shares; 2025Q4: 6,587 shares 6,587 $4.05M 0.24% -611 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: 123,183 shares; 2025Q1: 77,173 shares; 2025Q2: 54,411 shares; 2025Q3: 46,816 shares; 2025Q4: 41,964 shares 41,964 $4.03M 0.24% -4,852 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,680 shares; 2025Q1: 6,972 shares; 2025Q2: 4,371 shares; 2025Q3: 4,103 shares; 2025Q4: 3,698 shares 3,698 $3.96M 0.23% -405 Timeline VLUE 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: 92,836 shares; 2025Q1: 70,191 shares; 2025Q2: 47,935 shares; 2025Q3: 39,505 shares; 2025Q4: 28,906 shares 28,906 $3.95M 0.23% -10,599 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,904 shares; 2025Q1: 158,930 shares; 2025Q2: 260,913 shares; 2025Q3: 363,878 shares; 2025Q4: 468,199 shares 468,199 $3.9M 0.23% +104,321 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: not reported; 2024Q4: 42,465 shares; 2025Q1: 50,646 shares; 2025Q2: 51,689 shares; 2025Q3: 50,663 shares; 2025Q4: 66,352 shares 66,352 $3.83M 0.23% +15,689 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: not reported; 2024Q4: 48,801 shares; 2025Q1: not reported; 2025Q2: 23,920 shares; 2025Q3: 22,216 shares; 2025Q4: 16,592 shares 16,592 $3.8M 0.22% -5,624 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119,523 shares; 2025Q1: 77,126 shares; 2025Q2: 52,520 shares; 2025Q3: 44,650 shares; 2025Q4: 41,059 shares 41,059 $3.8M 0.22% -3,591 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,365 shares; 2025Q1: 12,163 shares; 2025Q2: 15,221 shares; 2025Q3: 20,845 shares; 2025Q4: 37,000 shares 37,000 $3.79M 0.22% +16,155 Timeline ACWX 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: 131,885 shares; 2025Q1: not reported; 2025Q2: 71,413 shares; 2025Q3: 64,205 shares; 2025Q4: 56,019 shares 56,019 $3.76M 0.22% -8,186 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: 77,353 shares; 2025Q1: not reported; 2025Q2: 35,296 shares; 2025Q3: 37,085 shares; 2025Q4: 29,779 shares 29,779 $3.66M 0.22% -7,306 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: not reported; 2024Q4: 25,707 shares; 2025Q1: 17,053 shares; 2025Q2: 16,459 shares; 2025Q3: 16,863 shares; 2025Q4: 12,682 shares 12,682 $3.54M 0.21% -4,181 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,661 shares; 2025Q1: 25,351 shares; 2025Q2: 13,648 shares; 2025Q3: 13,753 shares; 2025Q4: 8,815 shares 8,815 $3.49M 0.21% -4,938 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: not reported; 2024Q4: 70,644 shares; 2025Q1: not reported; 2025Q2: 19,574 shares; 2025Q3: 17,899 shares; 2025Q4: 15,798 shares 15,798 $3.47M 0.2% -2,101 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: not reported; 2024Q4: 22,677 shares; 2025Q1: 36,570 shares; 2025Q2: 30,206 shares; 2025Q3: 31,897 shares; 2025Q4: 36,087 shares 36,087 $3.38M 0.2% +4,190 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: not reported; 2024Q4: 87,294 shares; 2025Q1: not reported; 2025Q2: 66,361 shares; 2025Q3: 71,399 shares; 2025Q4: 61,995 shares 61,995 $3.34M 0.2% -9,404 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,321 shares; 2025Q1: not reported; 2025Q2: 8,457 shares; 2025Q3: 8,344 shares; 2025Q4: 8,840 shares 8,840 $3.3M 0.19% +496 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,752 shares; 2025Q1: 31,206 shares; 2025Q2: 23,221 shares; 2025Q3: 21,118 shares; 2025Q4: 26,105 shares 26,105 $3.28M 0.19% +4,987 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: 53,004 shares; 2025Q1: 41,031 shares; 2025Q2: 30,520 shares; 2025Q3: 28,287 shares; 2025Q4: 19,913 shares 19,913 $3.24M 0.19% -8,374 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: not reported; 2024Q4: 159,774 shares; 2025Q1: not reported; 2025Q2: 69,753 shares; 2025Q3: 62,180 shares; 2025Q4: 51,838 shares 51,838 $3.24M 0.19% -10,342 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: not reported; 2024Q4: 121,650 shares; 2025Q1: 102,449 shares; 2025Q2: 66,196 shares; 2025Q3: 64,680 shares; 2025Q4: 58,351 shares 58,351 $3.21M 0.19% -6,329 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,724 shares; 2025Q1: not reported; 2025Q2: 14,042 shares; 2025Q3: 23,765 shares; 2025Q4: 49,571 shares 49,571 $3.16M 0.19% +25,806 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: 31,442 shares; 2025Q1: not reported; 2025Q2: 12,095 shares; 2025Q3: 11,047 shares; 2025Q4: 8,941 shares 8,941 $3.14M 0.19% -2,106 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: not reported; 2024Q4: 44,057 shares; 2025Q1: 31,744 shares; 2025Q2: 12,226 shares; 2025Q3: 12,678 shares; 2025Q4: 12,210 shares 12,210 $3.14M 0.19% -468 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,186 shares; 2025Q1: not reported; 2025Q2: 13,848 shares; 2025Q3: 14,083 shares; 2025Q4: 17,395 shares 17,395 $3.14M 0.19% +3,312 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: not reported; 2024Q4: 20,713 shares; 2025Q1: 27,691 shares; 2025Q2: 28,542 shares; 2025Q3: 27,483 shares; 2025Q4: 26,328 shares 26,328 $3.09M 0.18% -1,155 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: 5,359 shares; 2025Q1: 5,333 shares; 2025Q2: 3,895 shares; 2025Q3: 9,159 shares; 2025Q4: 22,734 shares 22,734 $3.07M 0.18% +13,575 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,575 shares; 2025Q1: 39,015 shares; 2025Q2: 27,749 shares; 2025Q3: 22,648 shares; 2025Q4: 17,348 shares 17,348 $3.01M 0.18% -5,300 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: not reported; 2024Q4: 522,919 shares; 2025Q1: not reported; 2025Q2: 168,082 shares; 2025Q3: 143,238 shares; 2025Q4: 118,047 shares 118,047 $2.94M 0.17% -25,191 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: 42,164 shares; 2025Q1: 32,207 shares; 2025Q2: 18,338 shares; 2025Q3: 16,470 shares; 2025Q4: 11,858 shares 11,858 $2.93M 0.17% -4,612 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,449 shares; 2025Q1: 14,306 shares; 2025Q2: 13,591 shares; 2025Q3: 13,512 shares; 2025Q4: 14,060 shares 14,060 $2.93M 0.17% +548 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,506 shares; 2025Q1: 85,753 shares; 2025Q2: 65,766 shares; 2025Q3: 61,651 shares; 2025Q4: 50,530 shares 50,530 $2.87M 0.17% -11,121 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,340 shares; 2025Q1: not reported; 2025Q2: 7,709 shares; 2025Q3: 7,887 shares; 2025Q4: 8,293 shares 8,293 $2.86M 0.17% +406 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: 218,336 shares; 2025Q1: not reported; 2025Q2: 63,587 shares; 2025Q3: 58,617 shares; 2025Q4: 42,675 shares 42,675 $2.82M 0.17% -15,942 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,867 shares; 2025Q1: 7,824 shares; 2025Q2: 5,340 shares; 2025Q3: 9,796 shares; 2025Q4: 21,994 shares 21,994 $2.81M 0.17% +12,198 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,029 shares; 2025Q1: 4,502 shares; 2025Q2: 5,362 shares; 2025Q3: 6,992 shares; 2025Q4: 12,413 shares 12,413 $2.78M 0.16% +5,421 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,791 shares; 2025Q1: 30,380 shares; 2025Q2: 27,658 shares; 2025Q3: 26,714 shares; 2025Q4: 19,927 shares 19,927 $2.74M 0.16% -6,787 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: not reported; 2024Q4: 25,886 shares; 2025Q1: 14,937 shares; 2025Q2: 8,577 shares; 2025Q3: 8,493 shares; 2025Q4: 8,315 shares 8,315 $2.72M 0.16% -178 Timeline EEM 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: 111,311 shares; 2025Q1: not reported; 2025Q2: 85,798 shares; 2025Q3: 50,376 shares; 2025Q4: 49,488 shares 49,488 $2.71M 0.16% -888 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,315 shares; 2025Q1: not reported; 2025Q2: 25,535 shares; 2025Q3: 17,196 shares; 2025Q4: 14,683 shares 14,683 $2.66M 0.16% -2,513 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: not reported; 2024Q4: 4,411 shares; 2025Q1: 9,340 shares; 2025Q2: 8,387 shares; 2025Q3: 8,346 shares; 2025Q4: 9,642 shares 9,642 $2.63M 0.16% +1,296 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,690 shares; 2025Q1: not reported; 2025Q2: 11,279 shares; 2025Q3: 11,358 shares; 2025Q4: 12,252 shares 12,252 $2.6M 0.15% +894 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,602 shares; 2025Q1: 3,568 shares; 2025Q2: 1,583 shares; 2025Q3: 2,782 shares; 2025Q4: 11,454 shares 11,454 $2.59M 0.15% +8,672 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: not reported; 2024Q4: 27,918 shares; 2025Q1: not reported; 2025Q2: 12,509 shares; 2025Q3: 10,019 shares; 2025Q4: 10,026 shares 10,026 $2.59M 0.15% +7 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 105,153 shares 105,153 $2.51M 0.15% new 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: not reported; 2024Q4: 38,511 shares; 2025Q1: 37,479 shares; 2025Q2: 23,093 shares; 2025Q3: 23,063 shares; 2025Q4: 13,645 shares 13,645 $2.5M 0.15% -9,418 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112,480 shares; 2025Q1: not reported; 2025Q2: 63,885 shares; 2025Q3: 62,138 shares; 2025Q4: 38,527 shares 38,527 $2.45M 0.14% -23,611 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: 17,613 shares; 2025Q3: 18,420 shares; 2025Q4: 21,922 shares 21,922 $2.45M 0.14% +3,502 Timeline XPH 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: 6,218 shares; 2025Q1: 32,933 shares; 2025Q2: 41,012 shares; 2025Q3: 41,689 shares; 2025Q4: 43,450 shares 43,450 $2.43M 0.14% +1,761 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: not reported; 2024Q4: 29,286 shares; 2025Q1: 25,701 shares; 2025Q2: 18,378 shares; 2025Q3: 17,031 shares; 2025Q4: 16,520 shares 16,520 $2.38M 0.14% -511 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: not reported; 2024Q4: 86,750 shares; 2025Q1: not reported; 2025Q2: 29,837 shares; 2025Q3: 25,349 shares; 2025Q4: 23,576 shares 23,576 $2.36M 0.14% -1,773 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,377 shares; 2025Q4: 23,924 shares 23,924 $2.3M 0.14% +1,547 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS 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: 6,059 shares; 2025Q3: 7,060 shares; 2025Q4: 10,456 shares 10,456 $2.28M 0.13% +3,396 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,007 shares; 2025Q1: 11,317 shares; 2025Q2: not reported; 2025Q3: 16,060 shares; 2025Q4: 51,486 shares 51,486 $2.24M 0.13% +35,426 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,433 shares; 2025Q1: 22,014 shares; 2025Q2: 13,169 shares; 2025Q3: 10,635 shares; 2025Q4: 8,672 shares 8,672 $2.24M 0.13% -1,963 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: not reported; 2024Q4: 7,641 shares; 2025Q1: not reported; 2025Q2: 4,562 shares; 2025Q3: 2,831 shares; 2025Q4: 2,762 shares 2,762 $2.24M 0.13% -69 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 1,405 shares; 2025Q2: 13,987 shares; 2025Q3: 16,497 shares; 2025Q4: 30,563 shares 30,563 $2.22M 0.13% +14,066 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,064 shares; 2025Q1: 12,028 shares; 2025Q2: 8,278 shares; 2025Q3: 6,962 shares; 2025Q4: 6,278 shares 6,278 $2.2M 0.13% -684 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,467 shares; 2025Q1: not reported; 2025Q2: 25,764 shares; 2025Q3: 15,752 shares; 2025Q4: 15,089 shares 15,089 $2.16M 0.13% -663 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: not reported; 2024Q4: 167,233 shares; 2025Q1: 127,402 shares; 2025Q2: 95,607 shares; 2025Q3: 83,971 shares; 2025Q4: 72,134 shares 72,134 $2.16M 0.13% -11,837 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: 143,741 shares; 2025Q1: 145,423 shares; 2025Q2: 124,518 shares; 2025Q3: 105,226 shares; 2025Q4: 84,373 shares 84,373 $2.1M 0.12% -20,853 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,423 shares; 2025Q1: 31,333 shares; 2025Q2: 22,343 shares; 2025Q3: 18,010 shares; 2025Q4: 12,585 shares 12,585 $2.03M 0.12% -5,425 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,326 shares; 2025Q1: not reported; 2025Q2: 16,817 shares; 2025Q3: 25,326 shares; 2025Q4: 18,180 shares 18,180 $2M 0.12% -7,146 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: 45,150 shares; 2025Q1: 35,862 shares; 2025Q2: 22,140 shares; 2025Q3: 22,193 shares; 2025Q4: 17,134 shares 17,134 $1.99M 0.12% -5,059 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: not reported; 2024Q4: 12,631 shares; 2025Q1: 11,969 shares; 2025Q2: 5,981 shares; 2025Q3: 5,415 shares; 2025Q4: 5,258 shares 5,258 $1.95M 0.11% -157 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,055 shares; 2025Q1: 6,254 shares; 2025Q2: 4,009 shares; 2025Q3: 3,998 shares; 2025Q4: 3,961 shares 3,961 $1.94M 0.11% -37 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: 25,530 shares; 2025Q1: 18,297 shares; 2025Q2: 10,182 shares; 2025Q3: 10,000 shares; 2025Q4: 9,030 shares 9,030 $1.93M 0.11% -970 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: not reported; 2024Q4: 6,978 shares; 2025Q1: not reported; 2025Q2: 3,420 shares; 2025Q3: 3,318 shares; 2025Q4: 3,312 shares 3,312 $1.9M 0.11% -6 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,923 shares; 2025Q1: not reported; 2025Q2: 13,062 shares; 2025Q3: 11,521 shares; 2025Q4: 10,151 shares 10,151 $1.87M 0.11% -1,370 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,411 shares; 2025Q1: not reported; 2025Q2: 4,969 shares; 2025Q3: 6,353 shares; 2025Q4: 6,497 shares 6,497 $1.79M 0.11% +144 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,152 shares; 2025Q1: 17,193 shares; 2025Q2: 20,222 shares; 2025Q3: 26,784 shares; 2025Q4: 42,395 shares 42,395 $1.74M 0.1% +15,611 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,678 shares; 2025Q1: not reported; 2025Q2: 38,202 shares; 2025Q3: 29,631 shares; 2025Q4: 27,252 shares 27,252 $1.73M 0.1% -2,379 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: 6,815 shares; 2025Q1: not reported; 2025Q2: 6,343 shares; 2025Q3: 6,296 shares; 2025Q4: 2,965 shares 2,965 $1.72M 0.1% -3,331 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,164 shares; 2025Q1: not reported; 2025Q2: 3,143 shares; 2025Q3: 2,633 shares; 2025Q4: 2,505 shares 2,505 $1.66M 0.1% -128 Timeline DVY 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: 21,863 shares; 2025Q1: not reported; 2025Q2: 4,806 shares; 2025Q3: 4,709 shares; 2025Q4: 11,722 shares 11,722 $1.65M 0.1% +7,013 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: not reported; 2024Q4: 73,326 shares; 2025Q1: not reported; 2025Q2: 34,319 shares; 2025Q3: 33,060 shares; 2025Q4: 19,137 shares 19,137 $1.61M 0.1% -13,923 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,886 shares; 2025Q1: 31,905 shares; 2025Q2: 17,511 shares; 2025Q3: 14,860 shares; 2025Q4: 11,757 shares 11,757 $1.6M 0.09% -3,103 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,769 shares; 2025Q1: 1,515 shares; 2025Q2: 18,090 shares; 2025Q3: 17,601 shares; 2025Q4: 17,403 shares 17,403 $1.59M 0.09% -198 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,979 shares; 2025Q1: 33,558 shares; 2025Q2: 24,678 shares; 2025Q3: 17,076 shares; 2025Q4: 12,097 shares 12,097 $1.59M 0.09% -4,979 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: not reported; 2024Q4: 5,427 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,432 shares; 2025Q4: 42,192 shares 42,192 $1.56M 0.09% +20,760 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,931 shares; 2025Q1: 39,899 shares; 2025Q2: 26,962 shares; 2025Q3: 21,276 shares; 2025Q4: 14,741 shares 14,741 $1.55M 0.09% -6,535 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,195 shares; 2025Q3: 13,326 shares; 2025Q4: 14,977 shares 14,977 $1.53M 0.09% +1,651 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,881 shares; 2025Q1: 9,419 shares; 2025Q2: 4,253 shares; 2025Q3: 4,446 shares; 2025Q4: 13,188 shares 13,188 $1.52M 0.09% +8,742 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 16 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.09% 0 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: not reported; 2024Q4: 38,076 shares; 2025Q1: 49,918 shares; 2025Q2: 23,988 shares; 2025Q3: 16,780 shares; 2025Q4: 16,489 shares 16,489 $1.51M 0.09% -291 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,454 shares; 2025Q1: 83,360 shares; 2025Q2: 55,328 shares; 2025Q3: 47,738 shares; 2025Q4: 36,832 shares 36,832 $1.5M 0.09% -10,906 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,655 shares; 2025Q1: 19,041 shares; 2025Q2: 13,073 shares; 2025Q3: 13,073 shares; 2025Q4: 6,482 shares 6,482 $1.47M 0.09% -6,591 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: 22,181 shares; 2025Q1: not reported; 2025Q2: 16,206 shares; 2025Q3: 13,293 shares; 2025Q4: 12,611 shares 12,611 $1.47M 0.09% -682 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: not reported; 2024Q4: 3,749 shares; 2025Q1: 3,651 shares; 2025Q2: 1,871 shares; 2025Q3: 1,807 shares; 2025Q4: 1,785 shares 1,785 $1.46M 0.09% -22 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: not reported; 2024Q4: 16,269 shares; 2025Q1: 17,072 shares; 2025Q2: 8,965 shares; 2025Q3: 6,463 shares; 2025Q4: 5,463 shares 5,463 $1.45M 0.09% -1,000 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,862 shares; 2025Q1: 25,704 shares; 2025Q2: 15,831 shares; 2025Q3: 13,649 shares; 2025Q4: 10,462 shares 10,462 $1.42M 0.08% -3,187 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: not reported; 2024Q4: 10,612 shares; 2025Q1: 11,369 shares; 2025Q2: 11,171 shares; 2025Q3: 10,885 shares; 2025Q4: 12,056 shares 12,056 $1.42M 0.08% +1,171 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: 157,442 shares; 2025Q1: not reported; 2025Q2: 50,756 shares; 2025Q3: 38,316 shares; 2025Q4: 26,304 shares 26,304 $1.42M 0.08% -12,012 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,618 shares; 2025Q1: 17,464 shares; 2025Q2: 11,518 shares; 2025Q3: 10,143 shares; 2025Q4: 10,143 shares 10,143 $1.41M 0.08% 0 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: not reported; 2024Q4: 15,163 shares; 2025Q1: 10,636 shares; 2025Q2: 7,507 shares; 2025Q3: 7,415 shares; 2025Q4: 3,061 shares 3,061 $1.39M 0.08% -4,354 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: 8,810 shares; 2025Q1: not reported; 2025Q2: 12,303 shares; 2025Q3: 12,379 shares; 2025Q4: 5,284 shares 5,284 $1.37M 0.08% -7,095 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: not reported; 2024Q4: 12,852 shares; 2025Q1: not reported; 2025Q2: 7,276 shares; 2025Q3: 7,725 shares; 2025Q4: 7,977 shares 7,977 $1.36M 0.08% +252 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,525 shares; 2025Q1: not reported; 2025Q2: 4,416 shares; 2025Q3: 4,391 shares; 2025Q4: 4,343 shares 4,343 $1.36M 0.08% -48 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: not reported; 2024Q4: 10,032 shares; 2025Q1: not reported; 2025Q2: 7,756 shares; 2025Q3: 8,277 shares; 2025Q4: 8,458 shares 8,458 $1.36M 0.08% +181 Timeline PFF 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: 636,280 shares; 2025Q1: not reported; 2025Q2: 83,072 shares; 2025Q3: 64,944 shares; 2025Q4: 43,165 shares 43,165 $1.34M 0.08% -21,779 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: not reported; 2024Q4: 135,552 shares; 2025Q1: not reported; 2025Q2: 61,503 shares; 2025Q3: 46,391 shares; 2025Q4: 34,350 shares 34,350 $1.32M 0.08% -12,041 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: not reported; 2024Q4: 100,038 shares; 2025Q1: not reported; 2025Q2: 64,890 shares; 2025Q3: 63,490 shares; 2025Q4: 49,768 shares 49,768 $1.31M 0.08% -13,722 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,787 shares; 2025Q1: not reported; 2025Q2: 3,808 shares; 2025Q3: 3,088 shares; 2025Q4: 2,525 shares 2,525 $1.29M 0.08% -563 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: not reported; 2024Q4: 14,188 shares; 2025Q1: not reported; 2025Q2: 5,284 shares; 2025Q3: 4,990 shares; 2025Q4: 4,181 shares 4,181 $1.29M 0.08% -809 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: not reported; 2024Q4: 31,323 shares; 2025Q1: not reported; 2025Q2: 5,921 shares; 2025Q3: 5,614 shares; 2025Q4: 5,433 shares 5,433 $1.24M 0.07% -181 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,842 shares; 2025Q1: not reported; 2025Q2: 5,390 shares; 2025Q3: 5,404 shares; 2025Q4: 5,405 shares 5,405 $1.21M 0.07% +1 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: 32,717 shares; 2025Q1: not reported; 2025Q2: 10,903 shares; 2025Q3: 10,970 shares; 2025Q4: 10,651 shares 10,651 $1.21M 0.07% -319 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: 34,518 shares; 2025Q1: not reported; 2025Q2: 26,224 shares; 2025Q3: 26,061 shares; 2025Q4: 17,324 shares 17,324 $1.2M 0.07% -8,737 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,467 shares; 2025Q1: 139,145 shares; 2025Q2: 67,149 shares; 2025Q3: 27,606 shares; 2025Q4: 25,781 shares 25,781 $1.18M 0.07% -1,825 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,700 shares; 2025Q1: 5,411 shares; 2025Q2: 2,341 shares; 2025Q3: 2,183 shares; 2025Q4: 1,932 shares 1,932 $1.17M 0.07% -251 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,659 shares; 2025Q1: 12,241 shares; 2025Q2: 7,434 shares; 2025Q3: 5,342 shares; 2025Q4: 5,087 shares 5,087 $1.15M 0.07% -255 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: 8,956 shares; 2025Q1: 7,238 shares; 2025Q2: 3,751 shares; 2025Q3: 3,654 shares; 2025Q4: 3,637 shares 3,637 $1.14M 0.07% -17 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,755 shares; 2025Q1: not reported; 2025Q2: 3,255 shares; 2025Q3: 2,498 shares; 2025Q4: 2,455 shares 2,455 $1.11M 0.07% -43 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,599 shares; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: 2,500 shares; 2025Q4: 2,393 shares 2,393 $1.11M 0.07% -107 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 148,351 shares; 2025Q1: 8,901 shares; 2025Q2: 7,432 shares; 2025Q3: 7,308 shares; 2025Q4: 7,168 shares 7,168 $1.1M 0.07% -140 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: 39,541 shares; 2025Q1: not reported; 2025Q2: 19,698 shares; 2025Q3: 18,894 shares; 2025Q4: 13,887 shares 13,887 $1.1M 0.06% -5,007 Timeline TLH 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: 10,988 shares; 2024Q4: 83,981 shares; 2025Q1: not reported; 2025Q2: 33,741 shares; 2025Q3: 17,348 shares; 2025Q4: 10,614 shares 10,614 $1.08M 0.06% -6,734 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: 10,174 shares; 2025Q1: 8,321 shares; 2025Q2: 6,610 shares; 2025Q3: 6,332 shares; 2025Q4: 4,428 shares 4,428 $1.07M 0.06% -1,904 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,519 shares; 2025Q1: 43,881 shares; 2025Q2: 8,739 shares; 2025Q3: 9,870 shares; 2025Q4: 21,410 shares 21,410 $1.06M 0.06% +11,540 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,072 shares; 2025Q1: not reported; 2025Q2: 6,585 shares; 2025Q3: 5,217 shares; 2025Q4: 3,257 shares 3,257 $1.05M 0.06% -1,960 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: not reported; 2024Q4: 4,936 shares; 2025Q1: not reported; 2025Q2: 2,216 shares; 2025Q3: 2,161 shares; 2025Q4: 2,136 shares 2,136 $1.04M 0.06% -25 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,000 shares; 2025Q1: not reported; 2025Q2: 8,570 shares; 2025Q3: 5,367 shares; 2025Q4: 5,091 shares 5,091 $1.04M 0.06% -276 Timeline JVAL 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: 5,411 shares; 2024Q4: 90,092 shares; 2025Q1: 48,516 shares; 2025Q2: 33,570 shares; 2025Q3: 31,165 shares; 2025Q4: 21,019 shares 21,019 $1.03M 0.06% -10,146 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: not reported; 2024Q4: 4,520 shares; 2025Q1: not reported; 2025Q2: 2,197 shares; 2025Q3: 2,172 shares; 2025Q4: 2,086 shares 2,086 $1.01M 0.06% -86 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: not reported; 2024Q4: 145,956 shares; 2025Q1: not reported; 2025Q2: 59,689 shares; 2025Q3: 54,057 shares; 2025Q4: 36,749 shares 36,749 $1.01M 0.06% -17,308 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,608 shares; 2025Q1: 3,579 shares; 2025Q2: 2,555 shares; 2025Q3: 2,625 shares; 2025Q4: 2,836 shares 2,836 $1M 0.06% +211 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: 16,335 shares; 2025Q1: not reported; 2025Q2: 4,266 shares; 2025Q3: 3,667 shares; 2025Q4: 3,428 shares 3,428 $979K 0.06% -239 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,602 shares; 2025Q1: 40,062 shares; 2025Q2: 23,772 shares; 2025Q3: 19,255 shares; 2025Q4: 14,347 shares 14,347 $960K 0.06% -4,908 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,060 shares; 2025Q1: 35,683 shares; 2025Q2: 25,784 shares; 2025Q3: 23,919 shares; 2025Q4: 15,195 shares 15,195 $960K 0.06% -8,724 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: 49,637 shares; 2025Q1: not reported; 2025Q2: 13,124 shares; 2025Q3: 10,726 shares; 2025Q4: 10,291 shares 10,291 $959K 0.06% -435 Timeline REET 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: 177,519 shares; 2025Q1: 140,247 shares; 2025Q2: 63,817 shares; 2025Q3: 40,921 shares; 2025Q4: 38,129 shares 38,129 $951K 0.06% -2,792 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,400 shares; 2025Q1: 75,105 shares; 2025Q2: 82,573 shares; 2025Q3: 65,419 shares; 2025Q4: 22,370 shares 22,370 $934K 0.06% -43,049 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,540 shares; 2025Q1: 4,456 shares; 2025Q2: 3,244 shares; 2025Q3: 3,318 shares; 2025Q4: 3,347 shares 3,347 $922K 0.05% +29 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: not reported; 2024Q4: 3,900 shares; 2025Q1: 3,104 shares; 2025Q2: 1,745 shares; 2025Q3: 1,571 shares; 2025Q4: 1,201 shares 1,201 $920K 0.05% -370 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,181 shares; 2025Q1: 12,291 shares; 2025Q2: 6,775 shares; 2025Q3: 5,564 shares; 2025Q4: 4,014 shares 4,014 $918K 0.05% -1,550 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: not reported; 2024Q4: 39,673 shares; 2025Q1: not reported; 2025Q2: 27,416 shares; 2025Q3: 16,168 shares; 2025Q4: 12,320 shares 12,320 $913K 0.05% -3,848 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,077 shares; 2025Q1: 9,974 shares; 2025Q2: 6,363 shares; 2025Q3: 5,813 shares; 2025Q4: 5,572 shares 5,572 $906K 0.05% -241 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,032 shares; 2025Q1: not reported; 2025Q2: 24,738 shares; 2025Q3: 24,618 shares; 2025Q4: 24,841 shares 24,841 $900K 0.05% +223 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: not reported; 2024Q4: 14,039 shares; 2025Q1: not reported; 2025Q2: 9,247 shares; 2025Q3: 7,624 shares; 2025Q4: 3,729 shares 3,729 $899K 0.05% -3,895 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,446 shares; 2025Q1: not reported; 2025Q2: 1,632 shares; 2025Q3: 1,447 shares; 2025Q4: 1,441 shares 1,441 $897K 0.05% -6 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: 132,607 shares; 2025Q1: not reported; 2025Q2: 31,613 shares; 2025Q3: 31,448 shares; 2025Q4: 24,181 shares 24,181 $892K 0.05% -7,267 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: not reported; 2024Q4: 13,209 shares; 2025Q1: 5,783 shares; 2025Q2: 3,005 shares; 2025Q3: 2,410 shares; 2025Q4: 1,998 shares 1,998 $852K 0.05% -412 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,382 shares; 2025Q1: not reported; 2025Q2: 7,192 shares; 2025Q3: 7,249 shares; 2025Q4: 7,500 shares 7,500 $848K 0.05% +251 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,013 shares; 2025Q1: 40,777 shares; 2025Q2: 12,930 shares; 2025Q3: 12,503 shares; 2025Q4: 10,321 shares 10,321 $839K 0.05% -2,182 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,636 shares; 2025Q1: not reported; 2025Q2: 11,471 shares; 2025Q3: 12,129 shares; 2025Q4: 9,612 shares 9,612 $838K 0.05% -2,517 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,421 shares; 2025Q1: 2,431 shares; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares; 2025Q4: 2,299 shares 2,299 $828K 0.05% +3 Timeline IGF 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: 42,449 shares; 2025Q1: not reported; 2025Q2: 27,425 shares; 2025Q3: 13,599 shares; 2025Q4: 13,483 shares 13,483 $827K 0.05% -116 Timeline AES AES CORP More: the full row for AES 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: 79,735 shares; 2025Q2: 190,904 shares; 2025Q3: 153,310 shares; 2025Q4: 55,711 shares 55,711 $799K 0.05% -97,599 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 11,901 shares 11,901 $780K 0.05% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,733 shares; 2025Q1: 11,080 shares; 2025Q2: 7,283 shares; 2025Q3: 5,255 shares; 2025Q4: 3,606 shares 3,606 $775K 0.05% -1,649 Timeline TFLO 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: 123,099 shares; 2025Q1: 98,715 shares; 2025Q2: 32,667 shares; 2025Q3: 20,402 shares; 2025Q4: 15,152 shares 15,152 $765K 0.05% -5,250 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,022 shares; 2025Q1: not reported; 2025Q2: 16,950 shares; 2025Q3: 9,914 shares; 2025Q4: 10,373 shares 10,373 $762K 0.04% +459 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,443 shares; 2025Q1: 17,503 shares; 2025Q2: 4,138 shares; 2025Q3: 4,864 shares; 2025Q4: 4,760 shares 4,760 $762K 0.04% -104 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: 16,333 shares; 2025Q1: not reported; 2025Q2: 4,902 shares; 2025Q3: 4,454 shares; 2025Q4: 4,258 shares 4,258 $756K 0.04% -196 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,045 shares; 2025Q1: 25,270 shares; 2025Q2: 19,444 shares; 2025Q3: 16,232 shares; 2025Q4: 9,854 shares 9,854 $756K 0.04% -6,378 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: not reported; 2024Q4: 4,477 shares; 2025Q1: 4,291 shares; 2025Q2: 3,971 shares; 2025Q3: 3,971 shares; 2025Q4: 6,306 shares 6,306 $753K 0.04% +2,335 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,049 shares; 2025Q1: not reported; 2025Q2: 32,316 shares; 2025Q3: 24,686 shares; 2025Q4: 11,559 shares 11,559 $736K 0.04% -13,127 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,559 shares; 2025Q1: 3,585 shares; 2025Q2: 1,345 shares; 2025Q3: 1,301 shares; 2025Q4: 1,085 shares 1,085 $709K 0.04% -216 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,397 shares; 2025Q1: not reported; 2025Q2: 6,983 shares; 2025Q3: 5,909 shares; 2025Q4: 6,222 shares 6,222 $702K 0.04% +313 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,892 shares; 2025Q1: 82,501 shares; 2025Q2: 59,466 shares; 2025Q3: 39,195 shares; 2025Q4: 13,758 shares 13,758 $696K 0.04% -25,437 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,342 shares; 2025Q1: 2,093 shares; 2025Q2: 1,471 shares; 2025Q3: 1,461 shares; 2025Q4: 1,473 shares 1,473 $688K 0.04% +12 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,601 shares; 2025Q1: not reported; 2025Q2: 19,596 shares; 2025Q3: 18,991 shares; 2025Q4: 8,672 shares 8,672 $685K 0.04% -10,319 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,687 shares; 2025Q1: not reported; 2025Q2: 2,759 shares; 2025Q3: 2,674 shares; 2025Q4: 2,594 shares 2,594 $681K 0.04% -80 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: 15,465 shares; 2025Q1: not reported; 2025Q2: 8,398 shares; 2025Q3: 7,542 shares; 2025Q4: 6,861 shares 6,861 $681K 0.04% -681 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,152 shares; 2025Q1: not reported; 2025Q2: 7,886 shares; 2025Q3: 7,954 shares; 2025Q4: 7,683 shares 7,683 $669K 0.04% -271 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: not reported; 2024Q4: 8,821 shares; 2025Q1: not reported; 2025Q2: 3,473 shares; 2025Q3: 3,347 shares; 2025Q4: 3,183 shares 3,183 $664K 0.04% -164 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: not reported; 2024Q4: 72,741 shares; 2025Q1: not reported; 2025Q2: 20,309 shares; 2025Q3: 20,311 shares; 2025Q4: 20,314 shares 20,314 $663K 0.04% +3 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,807 shares; 2025Q1: not reported; 2025Q2: 7,902 shares; 2025Q3: 7,902 shares; 2025Q4: 8,152 shares 8,152 $662K 0.04% +250 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: 5,330 shares; 2025Q1: 7,933 shares; 2025Q2: 6,685 shares; 2025Q3: 7,375 shares; 2025Q4: 7,889 shares 7,889 $647K 0.04% +514 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,346 shares; 2025Q1: 5,981 shares; 2025Q2: 4,041 shares; 2025Q3: 4,039 shares; 2025Q4: 5,397 shares 5,397 $646K 0.04% +1,358 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: 4,362 shares; 2025Q1: not reported; 2025Q2: 2,412 shares; 2025Q3: 1,321 shares; 2025Q4: 1,242 shares 1,242 $634K 0.04% -79 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,312 shares; 2025Q1: not reported; 2025Q2: 3,296 shares; 2025Q3: 2,090 shares; 2025Q4: 2,070 shares 2,070 $629K 0.04% -20 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: 22,687 shares; 2025Q1: 18,269 shares; 2025Q2: 16,629 shares; 2025Q3: 13,750 shares; 2025Q4: 12,735 shares 12,735 $627K 0.04% -1,015 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,132 shares; 2025Q1: not reported; 2025Q2: 4,380 shares; 2025Q3: 3,215 shares; 2025Q4: 2,142 shares 2,142 $622K 0.04% -1,073 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,354 shares; 2025Q1: not reported; 2025Q2: 15,231 shares; 2025Q3: 11,128 shares; 2025Q4: 10,923 shares 10,923 $616K 0.04% -205 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: not reported; 2024Q4: 76,420 shares; 2025Q1: 77,675 shares; 2025Q2: 43,140 shares; 2025Q3: 25,629 shares; 2025Q4: 11,903 shares 11,903 $602K 0.04% -13,726 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,576 shares; 2025Q1: not reported; 2025Q2: 3,913 shares; 2025Q3: 4,163 shares; 2025Q4: 3,978 shares 3,978 $602K 0.04% -185 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,354 shares; 2025Q1: 5,428 shares; 2025Q2: not reported; 2025Q3: 23,716 shares; 2025Q4: 23,120 shares 23,120 $597K 0.04% -596 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: not reported; 2024Q4: 6,521 shares; 2025Q1: not reported; 2025Q2: 4,670 shares; 2025Q3: 4,566 shares; 2025Q4: 5,223 shares 5,223 $586K 0.03% +657 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: 11,971 shares; 2025Q1: 11,439 shares; 2025Q2: 7,319 shares; 2025Q3: 6,432 shares; 2025Q4: 6,241 shares 6,241 $574K 0.03% -191 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: not reported; 2024Q4: 13,422 shares; 2025Q1: not reported; 2025Q2: 4,239 shares; 2025Q3: 4,136 shares; 2025Q4: 3,307 shares 3,307 $574K 0.03% -829 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,217 shares; 2025Q1: not reported; 2025Q2: 6,011 shares; 2025Q3: 5,883 shares; 2025Q4: 5,733 shares 5,733 $572K 0.03% -150 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,108 shares; 2025Q1: not reported; 2025Q2: 3,254 shares; 2025Q3: 3,227 shares; 2025Q4: 2,257 shares 2,257 $569K 0.03% -970 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,822 shares; 2025Q1: not reported; 2025Q2: 4,493 shares; 2025Q3: 4,150 shares; 2025Q4: 4,123 shares 4,123 $568K 0.03% -27 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,880 shares; 2025Q1: 19,160 shares; 2025Q2: 16,687 shares; 2025Q3: 16,197 shares; 2025Q4: 15,947 shares 15,947 $554K 0.03% -250 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,354 shares; 2025Q1: 20,364 shares; 2025Q2: 20,375 shares; 2025Q3: 11,740 shares; 2025Q4: 11,749 shares 11,749 $547K 0.03% +9 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,948 shares; 2025Q1: not reported; 2025Q2: 1,169 shares; 2025Q3: 1,143 shares; 2025Q4: 1,071 shares 1,071 $547K 0.03% -72 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,112 shares; 2025Q1: not reported; 2025Q2: 9,418 shares; 2025Q3: 7,365 shares; 2025Q4: 5,078 shares 5,078 $546K 0.03% -2,287 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: 4,628 shares; 2025Q1: not reported; 2025Q2: 3,343 shares; 2025Q3: 2,845 shares; 2025Q4: 2,843 shares 2,843 $543K 0.03% -2 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: not reported; 2024Q4: 4,747 shares; 2025Q1: not reported; 2025Q2: 2,896 shares; 2025Q3: 2,899 shares; 2025Q4: 2,871 shares 2,871 $540K 0.03% -28 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,822 shares; 2025Q1: not reported; 2025Q2: 11,472 shares; 2025Q3: 14,200 shares; 2025Q4: 11,504 shares 11,504 $538K 0.03% -2,696 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,592 shares; 2025Q1: not reported; 2025Q2: 6,487 shares; 2025Q3: 4,176 shares; 2025Q4: 4,176 shares 4,176 $538K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,688 shares; 2025Q1: 2,706 shares; 2025Q2: 1,457 shares; 2025Q3: 1,352 shares; 2025Q4: 1,374 shares 1,374 $535K 0.03% +22 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,080 shares; 2025Q1: not reported; 2025Q2: 3,844 shares; 2025Q3: 2,823 shares; 2025Q4: 1,751 shares 1,751 $527K 0.03% -1,072 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: 13,630 shares; 2024Q4: 65,622 shares; 2025Q1: not reported; 2025Q2: 15,120 shares; 2025Q3: 8,118 shares; 2025Q4: 5,737 shares 5,737 $508K 0.03% -2,381 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,787 shares; 2025Q1: 22,699 shares; 2025Q2: 7,091 shares; 2025Q3: 6,740 shares; 2025Q4: 6,206 shares 6,206 $507K 0.03% -534 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: not reported; 2024Q4: 1,263 shares; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 415 shares; 2025Q4: 406 shares 406 $493K 0.03% -9 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,813 shares; 2025Q1: 6,693 shares; 2025Q2: 3,858 shares; 2025Q3: 3,710 shares; 2025Q4: 2,805 shares 2,805 $493K 0.03% -905 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: not reported; 2024Q4: 22,018 shares; 2025Q1: not reported; 2025Q2: 3,161 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares 2,304 $485K 0.03% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,482 shares; 2025Q1: 17,237 shares; 2025Q2: 10,842 shares; 2025Q3: 10,737 shares; 2025Q4: 7,528 shares 7,528 $477K 0.03% -3,209 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,931 shares; 2025Q1: 7,418 shares; 2025Q2: 4,625 shares; 2025Q3: 3,510 shares; 2025Q4: 3,410 shares 3,410 $470K 0.03% -100 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: not reported; 2024Q4: 5,951 shares; 2025Q1: not reported; 2025Q2: 1,788 shares; 2025Q3: 1,839 shares; 2025Q4: 1,895 shares 1,895 $467K 0.03% +56 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,512 shares; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,182 shares; 2025Q4: 1,175 shares 1,175 $457K 0.03% -7 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,973 shares; 2025Q1: 5,550 shares; 2025Q2: 4,306 shares; 2025Q3: 4,102 shares; 2025Q4: 4,123 shares 4,123 $455K 0.03% +21 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: not reported; 2024Q4: 11,593 shares; 2025Q1: 8,844 shares; 2025Q2: 3,275 shares; 2025Q3: 3,354 shares; 2025Q4: 2,023 shares 2,023 $439K 0.03% -1,331 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,501 shares; 2025Q1: not reported; 2025Q2: 4,339 shares; 2025Q3: 4,233 shares; 2025Q4: 3,399 shares 3,399 $439K 0.03% -834 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,584 shares; 2025Q1: 1,636 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 578 shares 578 $436K 0.03% -702 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: not reported; 2024Q4: 4,584 shares; 2025Q1: 2,571 shares; 2025Q2: 991 shares; 2025Q3: 886 shares; 2025Q4: 827 shares 827 $432K 0.03% -59 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,100 shares; 2025Q1: 6,950 shares; 2025Q2: 7,345 shares; 2025Q3: 6,709 shares; 2025Q4: 6,709 shares 6,709 $432K 0.03% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,185 shares; 2025Q1: not reported; 2025Q2: 7,388 shares; 2025Q3: 7,145 shares; 2025Q4: 4,349 shares 4,349 $415K 0.02% -2,796 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 779 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 462 shares; 2025Q4: 465 shares 465 $409K 0.02% +3 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,575 shares; 2025Q1: 10,153 shares; 2025Q2: 5,975 shares; 2025Q3: 5,875 shares; 2025Q4: 4,065 shares 4,065 $408K 0.02% -1,810 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares 840 $404K 0.02% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,392 shares; 2025Q1: not reported; 2025Q2: 22,482 shares; 2025Q3: 17,892 shares; 2025Q4: 16,579 shares 16,579 $402K 0.02% -1,313 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,681 shares; 2025Q1: not reported; 2025Q2: 2,823 shares; 2025Q3: 2,180 shares; 2025Q4: 2,140 shares 2,140 $396K 0.02% -40 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,857 shares; 2025Q1: 14,792 shares; 2025Q2: 13,482 shares; 2025Q3: 11,309 shares; 2025Q4: 9,139 shares 9,139 $396K 0.02% -2,170 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,856 shares; 2025Q1: 42,403 shares; 2025Q2: 19,149 shares; 2025Q3: 13,245 shares; 2025Q4: 6,705 shares 6,705 $394K 0.02% -6,540 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: not reported; 2024Q4: 1,577 shares; 2025Q1: 1,083 shares; 2025Q2: 708 shares; 2025Q3: 550 shares; 2025Q4: 2,525 shares 2,525 $387K 0.02% +1,975 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,249 shares; 2025Q1: not reported; 2025Q2: 18,443 shares; 2025Q3: 14,358 shares; 2025Q4: 16,194 shares 16,194 $379K 0.02% +1,836 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,788 shares; 2025Q1: 2,867 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,864 shares 4,864 $377K 0.02% new 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: not reported; 2024Q4: 7,412 shares; 2025Q1: 5,374 shares; 2025Q2: 4,338 shares; 2025Q3: 4,113 shares; 2025Q4: 2,415 shares 2,415 $374K 0.02% -1,698 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: not reported; 2024Q4: 3,751 shares; 2025Q1: 3,261 shares; 2025Q2: 1,355 shares; 2025Q3: 1,281 shares; 2025Q4: 1,274 shares 1,274 $370K 0.02% -7 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,213 shares; 2025Q1: not reported; 2025Q2: 5,641 shares; 2025Q3: 3,448 shares; 2025Q4: 2,365 shares 2,365 $366K 0.02% -1,083 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: not reported; 2024Q4: 21,923 shares; 2025Q1: not reported; 2025Q2: 7,962 shares; 2025Q3: 6,689 shares; 2025Q4: 6,021 shares 6,021 $362K 0.02% -668 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,426 shares; 2024Q4: 55,687 shares; 2025Q1: 32,306 shares; 2025Q2: 15,944 shares; 2025Q3: 7,740 shares; 2025Q4: 6,655 shares 6,655 $360K 0.02% -1,085 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,881 shares; 2025Q1: 4,791 shares; 2025Q2: 2,749 shares; 2025Q3: 2,388 shares; 2025Q4: 1,745 shares 1,745 $355K 0.02% -643 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: not reported; 2024Q4: 1,265 shares; 2025Q1: 956 shares; 2025Q2: 448 shares; 2025Q3: 331 shares; 2025Q4: 327 shares 327 $350K 0.02% -4 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: 3,229 shares; 2025Q1: 3,498 shares; 2025Q2: 2,067 shares; 2025Q3: 2,114 shares; 2025Q4: 1,862 shares 1,862 $346K 0.02% -252 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,402 shares; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,508 shares; 2025Q4: 1,013 shares 1,013 $344K 0.02% -495 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,809 shares; 2025Q1: 6,816 shares; 2025Q2: 6,850 shares; 2025Q3: 6,858 shares; 2025Q4: 6,873 shares 6,873 $343K 0.02% +15 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: 2,659 shares; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,196 shares; 2025Q4: 1,183 shares 1,183 $342K 0.02% -13 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: not reported; 2024Q4: 39,755 shares; 2025Q1: 34,475 shares; 2025Q2: 27,951 shares; 2025Q3: 22,693 shares; 2025Q4: 6,219 shares 6,219 $341K 0.02% -16,474 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: not reported; 2024Q4: 4,582 shares; 2025Q1: not reported; 2025Q2: 4,322 shares; 2025Q3: 4,322 shares; 2025Q4: 4,322 shares 4,322 $341K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,386 shares; 2025Q1: 4,285 shares; 2025Q2: 3,938 shares; 2025Q3: 3,911 shares; 2025Q4: 3,875 shares 3,875 $330K 0.02% -36 Timeline HYG 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: 14,152 shares; 2025Q1: not reported; 2025Q2: 6,149 shares; 2025Q3: 4,794 shares; 2025Q4: 4,061 shares 4,061 $327K 0.02% -733 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,283 shares; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: 1,966 shares; 2025Q4: 2,056 shares 2,056 $327K 0.02% +90 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: not reported; 2024Q4: 6,180 shares; 2025Q1: not reported; 2025Q2: 2,968 shares; 2025Q3: 2,574 shares; 2025Q4: 2,456 shares 2,456 $326K 0.02% -118 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,502,645 shares; 2025Q1: 3,501,904 shares; 2025Q2: not reported; 2025Q3: 312 shares; 2025Q4: 480 shares 480 $323K 0.02% +168 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,968 shares; 2025Q1: not reported; 2025Q2: 6,276 shares; 2025Q3: 4,626 shares; 2025Q4: 4,397 shares 4,397 $323K 0.02% -229 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: not reported; 2024Q4: 4,453 shares; 2025Q1: not reported; 2025Q2: 2,761 shares; 2025Q3: 2,645 shares; 2025Q4: 2,487 shares 2,487 $321K 0.02% -158 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,802 shares; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $318K 0.02% 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: 16,108 shares; 2025Q1: not reported; 2025Q2: 6,172 shares; 2025Q3: 4,291 shares; 2025Q4: 4,279 shares 4,279 $315K 0.02% -12 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,324 shares; 2025Q1: 2,408 shares; 2025Q2: 1,709 shares; 2025Q3: 1,156 shares; 2025Q4: 1,110 shares 1,110 $314K 0.02% -46 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,908 shares; 2025Q1: 1,934 shares; 2025Q2: 1,463 shares; 2025Q3: 1,455 shares; 2025Q4: 1,435 shares 1,435 $312K 0.02% -20 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: not reported; 2024Q4: 3,686 shares; 2025Q1: not reported; 2025Q2: 846 shares; 2025Q3: 584 shares; 2025Q4: 545 shares 545 $311K 0.02% -39 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: not reported; 2024Q4: 36,275 shares; 2025Q1: not reported; 2025Q2: 26,248 shares; 2025Q3: 26,436 shares; 2025Q4: 23,545 shares 23,545 $309K 0.02% -2,891 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,922 shares; 2025Q1: 3,981 shares; 2025Q2: 2,736 shares; 2025Q3: 2,665 shares; 2025Q4: 2,437 shares 2,437 $307K 0.02% -228 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,096 shares; 2025Q1: 1,108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares 1,050 $303K 0.02% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,575 shares; 2025Q1: 14,615 shares; 2025Q2: 3,791 shares; 2025Q3: 2,483 shares; 2025Q4: 2,483 shares 2,483 $302K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 797 shares; 2025Q4: 788 shares 788 $302K 0.02% -9 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,165 shares; 2025Q1: not reported; 2025Q2: 6,321 shares; 2025Q3: 6,225 shares; 2025Q4: 4,032 shares 4,032 $300K 0.02% -2,193 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,633 shares; 2025Q1: not reported; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares 1,433 $300K 0.02% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,620 shares; 2025Q1: not reported; 2025Q2: 6,086 shares; 2025Q3: 5,889 shares; 2025Q4: 5,107 shares 5,107 $298K 0.02% -782 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,841 shares; 2025Q1: not reported; 2025Q2: 11,382 shares; 2025Q3: 8,303 shares; 2025Q4: 7,544 shares 7,544 $295K 0.02% -759 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,762 shares; 2025Q1: not reported; 2025Q2: 3,762 shares; 2025Q3: 3,762 shares; 2025Q4: 3,762 shares 3,762 $292K 0.02% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,789 shares; 2025Q1: not reported; 2025Q2: 4,797 shares; 2025Q3: 4,801 shares; 2025Q4: 3,931 shares 3,931 $292K 0.02% -870 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,298 shares; 2025Q1: 27,051 shares; 2025Q2: 13,212 shares; 2025Q3: 14,502 shares; 2025Q4: 13,064 shares 13,064 $291K 0.02% -1,438 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,981 shares 5,981 $291K 0.02% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,056 shares; 2025Q1: 12,061 shares; 2025Q2: 6,502 shares; 2025Q3: 4,146 shares; 2025Q4: 4,152 shares 4,152 $289K 0.02% +6 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,803 shares; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,535 shares; 2025Q4: 1,415 shares 1,415 $287K 0.02% -120 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,786 shares; 2025Q1: 6,277 shares; 2025Q2: 5,068 shares; 2025Q3: 4,800 shares; 2025Q4: 3,131 shares 3,131 $282K 0.02% -1,669 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: not reported; 2024Q4: 12,662 shares; 2025Q1: not reported; 2025Q2: 3,941 shares; 2025Q3: 4,094 shares; 2025Q4: 3,793 shares 3,793 $280K 0.02% -301 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,921 shares; 2025Q1: 37,929 shares; 2025Q2: 10,036 shares; 2025Q3: 9,636 shares; 2025Q4: 7,870 shares 7,870 $279K 0.02% -1,766 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,470 shares; 2025Q1: 10,210 shares; 2025Q2: 4,441 shares; 2025Q3: 4,369 shares; 2025Q4: 6,476 shares 6,476 $276K 0.02% +2,107 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: 1,275 shares; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 851 shares; 2025Q4: 821 shares 821 $276K 0.02% -30 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,934 shares; 2025Q1: 3,311 shares; 2025Q2: 644 shares; 2025Q3: 641 shares; 2025Q4: 583 shares 583 $273K 0.02% -58 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,224 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,345 shares; 2025Q4: 3,109 shares 3,109 $272K 0.02% -236 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,192 shares; 2025Q1: 8,032 shares; 2025Q2: 1,870 shares; 2025Q3: 1,777 shares; 2025Q4: 1,692 shares 1,692 $272K 0.02% -85 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,883 shares; 2025Q1: 2,415 shares; 2025Q2: 2,255 shares; 2025Q3: 2,272 shares; 2025Q4: 1,490 shares 1,490 $270K 0.02% -782 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,345 shares; 2025Q1: not reported; 2025Q2: 1,444 shares; 2025Q3: 1,207 shares; 2025Q4: 1,110 shares 1,110 $270K 0.02% -97 Timeline SCHP 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: not reported; 2024Q4: 23,619 shares; 2025Q1: not reported; 2025Q2: 12,621 shares; 2025Q3: 9,961 shares; 2025Q4: 9,961 shares 9,961 $264K 0.02% 0 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: 8,616 shares; 2025Q1: not reported; 2025Q2: 1,943 shares; 2025Q3: 1,836 shares; 2025Q4: 1,796 shares 1,796 $254K 0.01% -40 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,242 shares; 2025Q1: not reported; 2025Q2: 3,309 shares; 2025Q3: 3,287 shares; 2025Q4: 3,122 shares 3,122 $251K 0.01% -165 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,883 shares; 2025Q1: not reported; 2025Q2: 7,017 shares; 2025Q3: 6,003 shares; 2025Q4: 5,308 shares 5,308 $247K 0.01% -695 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 3,342 shares; 2025Q3: 3,345 shares; 2025Q4: 3,347 shares 3,347 $245K 0.01% +2 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,962 shares; 2025Q1: not reported; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares 2,962 $244K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 418 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 397 shares 397 $243K 0.01% +8 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,858 shares 10,858 $243K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,006 shares; 2025Q1: 8,712 shares; 2025Q2: 5,222 shares; 2025Q3: 4,607 shares; 2025Q4: 4,133 shares 4,133 $241K 0.01% -474 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: not reported; 2024Q4: 5,765 shares; 2025Q1: 4,945 shares; 2025Q2: 1,426 shares; 2025Q3: 1,240 shares; 2025Q4: 1,241 shares 1,241 $241K 0.01% +1 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,842 shares; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 696 shares; 2025Q4: 615 shares 615 $238K 0.01% -81 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,367 shares; 2025Q1: 6,798 shares; 2025Q2: 3,994 shares; 2025Q3: not reported; 2025Q4: 1,239 shares 1,239 $237K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,919 shares; 2025Q1: 1,927 shares; 2025Q2: 756 shares; 2025Q3: 759 shares; 2025Q4: 700 shares 700 $236K 0.01% -59 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,664 shares; 2025Q1: 20,167 shares; 2025Q2: 14,979 shares; 2025Q3: 15,094 shares; 2025Q4: 14,550 shares 14,550 $234K 0.01% -544 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: not reported; 2024Q4: 1,099 shares; 2025Q1: not reported; 2025Q2: 828 shares; 2025Q3: 792 shares; 2025Q4: 715 shares 715 $232K 0.01% -77 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,173 shares; 2025Q1: 13,152 shares; 2025Q2: 14,521 shares; 2025Q3: 11,059 shares; 2025Q4: 2,313 shares 2,313 $231K 0.01% -8,746 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,878 shares; 2025Q1: 9,880 shares; 2025Q2: 8,222 shares; 2025Q3: 2,729 shares; 2025Q4: 2,785 shares 2,785 $231K 0.01% +56 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,373 shares; 2025Q1: 19,324 shares; 2025Q2: not reported; 2025Q3: 5,139 shares; 2025Q4: 5,104 shares 5,104 $228K 0.01% -35 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,992 shares; 2025Q1: not reported; 2025Q2: 19,364 shares; 2025Q3: 19,991 shares; 2025Q4: 3,003 shares 3,003 $227K 0.01% -16,988 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,244 shares 1,244 $224K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,414 shares; 2025Q1: not reported; 2025Q2: 11,576 shares; 2025Q3: 8,898 shares; 2025Q4: 8,740 shares 8,740 $224K 0.01% -158 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,897 shares; 2025Q1: 6,523 shares; 2025Q2: 2,731 shares; 2025Q3: 2,609 shares; 2025Q4: 2,830 shares 2,830 $223K 0.01% +221 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: not reported; 2024Q4: not reported; 2025Q1: 1,302 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,789 shares 2,789 $222K 0.01% new 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: not reported; 2024Q4: 6,521 shares; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 2,944 shares; 2025Q4: 2,944 shares 2,944 $222K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 1,929 shares; 2025Q2: not reported; 2025Q3: 2,224 shares; 2025Q4: 2,066 shares 2,066 $221K 0.01% -158 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,235 shares; 2025Q1: 2,692 shares; 2025Q2: not reported; 2025Q3: 2,151 shares; 2025Q4: 2,073 shares 2,073 $219K 0.01% -78 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,241 shares; 2025Q1: 5,267 shares; 2025Q2: 4,242 shares; 2025Q3: 4,064 shares; 2025Q4: 3,599 shares 3,599 $217K 0.01% -465 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,683 shares; 2025Q1: 6,086 shares; 2025Q2: 4,669 shares; 2025Q3: 5,090 shares; 2025Q4: 3,653 shares 3,653 $214K 0.01% -1,437 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,298 shares; 2025Q1: 11,807 shares; 2025Q2: 6,531 shares; 2025Q3: not reported; 2025Q4: 4,595 shares 4,595 $213K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 992 shares; 2025Q1: 625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 274 shares 274 $211K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,862 shares; 2025Q1: not reported; 2025Q2: 1,395 shares; 2025Q3: 1,382 shares; 2025Q4: 1,141 shares 1,141 $210K 0.01% -241 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,913 shares; 2025Q1: not reported; 2025Q2: 4,256 shares; 2025Q3: not reported; 2025Q4: 2,668 shares 2,668 $210K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,647 shares; 2025Q1: not reported; 2025Q2: 1,103 shares; 2025Q3: 1,108 shares; 2025Q4: 1,004 shares 1,004 $206K 0.01% -104 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,128 shares; 2025Q1: 2,004 shares; 2025Q2: 791 shares; 2025Q3: 865 shares; 2025Q4: 692 shares 692 $205K 0.01% -173 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,884 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 657 shares 657 $204K 0.01% new Timeline EWU 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: 82,470 shares; 2025Q1: 4,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares 4,600 $202K 0.01% new Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,340 shares; 2025Q1: 11,151 shares; 2025Q2: 7,092 shares; 2025Q3: 5,247 shares; 2025Q4: 4,462 shares 4,462 $201K 0.01% -785 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,154 shares; 2025Q1: 54,229 shares; 2025Q2: 21,312 shares; 2025Q3: 13,839 shares; 2025Q4: 14,167 shares 14,167 $166K 0.01% +328 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,028 shares; 2025Q1: 13,167 shares; 2025Q2: 10,748 shares; 2025Q3: 12,177 shares; 2025Q4: 13,043 shares 13,043 $162K 0.01% +866 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,372 shares; 2025Q1: 27,010 shares; 2025Q2: 14,561 shares; 2025Q3: 10,749 shares; 2025Q4: 10,545 shares 10,545 $77.2K <0.01% -204 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,165 shares; 2025Q1: not reported; 2025Q2: 23,801 shares; 2025Q3: 13,167 shares; 2025Q4: 13,333 shares 13,333 $70.7K <0.01% +166 Timeline