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: 245,042 shares; 2024Q4: 238,120 shares; 2025Q1: 233,311 shares; 2025Q2: 230,026 shares; 2025Q3: 221,558 shares; 2025Q4: 216,364 shares 216,364 $74.9M 6.05% -5,194 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: 122,457 shares; 2024Q4: 121,587 shares; 2025Q1: 118,650 shares; 2025Q2: 117,086 shares; 2025Q3: 115,594 shares; 2025Q4: 115,474 shares 115,474 $55.8M 4.51% -120 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160,247 shares; 2024Q4: 1,208,213 shares; 2025Q1: 1,271,016 shares; 2025Q2: 1,322,605 shares; 2025Q3: 1,405,341 shares; 2025Q4: 1,501,070 shares 1,501,070 $50.8M 4.1% +95,729 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: 360,982 shares; 2024Q4: 375,515 shares; 2025Q1: 395,678 shares; 2025Q2: 408,955 shares; 2025Q3: 419,430 shares; 2025Q4: 446,728 shares 446,728 $48M 3.87% +27,298 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: 160,446 shares; 2024Q4: 160,072 shares; 2025Q1: 158,827 shares; 2025Q2: 156,997 shares; 2025Q3: 155,398 shares; 2025Q4: 157,113 shares 157,113 $45.6M 3.68% +1,715 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,874 shares; 2024Q4: 164,935 shares; 2025Q1: 165,971 shares; 2025Q2: 164,944 shares; 2025Q3: 164,067 shares; 2025Q4: 165,005 shares 165,005 $44.9M 3.62% +938 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: 175,311 shares; 2024Q4: 174,374 shares; 2025Q1: 172,727 shares; 2025Q2: 171,223 shares; 2025Q3: 169,868 shares; 2025Q4: 171,826 shares 171,826 $44.3M 3.58% +1,958 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: 53,947 shares; 2024Q4: 53,652 shares; 2025Q1: 53,032 shares; 2025Q2: 52,782 shares; 2025Q3: 53,244 shares; 2025Q4: 57,672 shares 57,672 $39.3M 3.18% +4,428 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: 94,997 shares; 2024Q4: 91,950 shares; 2025Q1: 89,076 shares; 2025Q2: 88,907 shares; 2025Q3: 86,878 shares; 2025Q4: 86,824 shares 86,824 $28M 2.26% -54 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: 23,762 shares; 2024Q4: 23,998 shares; 2025Q1: 24,017 shares; 2025Q2: 23,335 shares; 2025Q3: 23,280 shares; 2025Q4: 23,506 shares 23,506 $25.3M 2.04% +226 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: 74,002 shares; 2024Q4: 73,563 shares; 2025Q1: 71,776 shares; 2025Q2: 69,613 shares; 2025Q3: 67,965 shares; 2025Q4: 67,862 shares 67,862 $23.8M 1.92% -103 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: 199,122 shares; 2024Q4: 198,980 shares; 2025Q1: 197,910 shares; 2025Q2: 197,318 shares; 2025Q3: 196,763 shares; 2025Q4: 200,371 shares 200,371 $23.6M 1.9% +3,608 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: 278,203 shares; 2024Q4: 278,100 shares; 2025Q1: 278,693 shares; 2025Q2: 277,461 shares; 2025Q3: 273,074 shares; 2025Q4: 273,723 shares 273,723 $21.1M 1.7% +649 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: 88,087 shares; 2024Q4: 88,433 shares; 2025Q1: 87,746 shares; 2025Q2: 87,651 shares; 2025Q3: 89,293 shares; 2025Q4: 91,267 shares 91,267 $21.1M 1.7% +1,974 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: 96,906 shares; 2024Q4: 98,726 shares; 2025Q1: 98,749 shares; 2025Q2: 98,208 shares; 2025Q3: 100,018 shares; 2025Q4: 101,483 shares 101,483 $21M 1.7% +1,465 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: 142,760 shares; 2024Q4: 141,728 shares; 2025Q1: 139,766 shares; 2025Q2: 137,853 shares; 2025Q3: 136,113 shares; 2025Q4: 135,474 shares 135,474 $20.8M 1.68% -639 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: not reported; 2025Q1: 19,633 shares; 2025Q2: 19,491 shares; 2025Q3: not reported; 2025Q4: 18,946 shares 18,946 $20.3M 1.64% new 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: 56,802 shares; 2024Q4: 57,270 shares; 2025Q1: 57,228 shares; 2025Q2: 57,158 shares; 2025Q3: 56,383 shares; 2025Q4: 57,431 shares 57,431 $18.8M 1.52% +1,048 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: 58,098 shares; 2024Q4: 57,302 shares; 2025Q1: 56,573 shares; 2025Q2: 55,875 shares; 2025Q3: 55,565 shares; 2025Q4: 55,593 shares 55,593 $17.4M 1.4% +28 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: not reported; 2025Q1: not reported; 2025Q2: 188,218 shares; 2025Q3: 191,148 shares; 2025Q4: 194,701 shares 194,701 $17M 1.38% +3,553 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,087 shares; 2024Q4: 156,603 shares; 2025Q1: 155,102 shares; 2025Q2: 152,172 shares; 2025Q3: 151,071 shares; 2025Q4: 151,826 shares 151,826 $16.8M 1.36% +755 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: 178,594 shares; 2024Q4: 179,441 shares; 2025Q1: 179,625 shares; 2025Q2: 180,051 shares; 2025Q3: 181,722 shares; 2025Q4: 188,493 shares 188,493 $16.7M 1.35% +6,771 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: 55,195 shares; 2024Q4: 54,187 shares; 2025Q1: 53,907 shares; 2025Q2: 55,011 shares; 2025Q3: 55,934 shares; 2025Q4: 112,886 shares 112,886 $16.3M 1.31% +56,952 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: 46,769 shares; 2024Q4: 46,246 shares; 2025Q1: 45,700 shares; 2025Q2: 45,272 shares; 2025Q3: 45,585 shares; 2025Q4: 46,385 shares 46,385 $16M 1.29% +800 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: 119,397 shares; 2024Q4: 121,856 shares; 2025Q1: 123,531 shares; 2025Q2: 122,074 shares; 2025Q3: 119,124 shares; 2025Q4: 123,773 shares 123,773 $15.5M 1.25% +4,649 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: 6,000 shares; 2024Q4: 5,970 shares; 2025Q1: 5,998 shares; 2025Q2: 78,176 shares; 2025Q3: 79,693 shares; 2025Q4: 82,623 shares 82,623 $15.4M 1.24% +2,930 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: 69,547 shares; 2024Q4: 69,298 shares; 2025Q1: 67,797 shares; 2025Q2: 66,688 shares; 2025Q3: 65,861 shares; 2025Q4: 66,028 shares 66,028 $14.5M 1.17% +167 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: 94,752 shares; 2024Q4: 95,717 shares; 2025Q1: 94,834 shares; 2025Q2: 93,222 shares; 2025Q3: 92,723 shares; 2025Q4: 94,250 shares 94,250 $14.4M 1.16% +1,527 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: 63,029 shares; 2024Q4: 61,387 shares; 2025Q1: 59,443 shares; 2025Q2: 55,775 shares; 2025Q3: 54,804 shares; 2025Q4: 54,991 shares 54,991 $14.1M 1.14% +187 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: 42,417 shares; 2024Q4: 42,246 shares; 2025Q1: 41,483 shares; 2025Q2: 41,348 shares; 2025Q3: 41,539 shares; 2025Q4: 42,129 shares 42,129 $13.9M 1.12% +590 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,410 shares; 2024Q4: 181,485 shares; 2025Q1: 179,069 shares; 2025Q2: 352,902 shares; 2025Q3: 340,702 shares; 2025Q4: 340,817 shares 340,817 $13.7M 1.1% +115 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: 95,982 shares; 2024Q4: 95,070 shares; 2025Q1: 94,749 shares; 2025Q2: 94,334 shares; 2025Q3: 93,699 shares; 2025Q4: 93,911 shares 93,911 $13.5M 1.09% +212 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: 213,796 shares; 2024Q4: 212,131 shares; 2025Q1: 210,480 shares; 2025Q2: 208,036 shares; 2025Q3: 208,001 shares; 2025Q4: 211,047 shares 211,047 $12.7M 1.02% +3,046 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: 84,565 shares; 2024Q4: 84,437 shares; 2025Q1: 83,706 shares; 2025Q2: 86,652 shares; 2025Q3: 86,045 shares; 2025Q4: 85,618 shares 85,618 $12.3M 0.99% -427 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,489 shares; 2024Q4: 224,832 shares; 2025Q1: 224,714 shares; 2025Q2: 226,588 shares; 2025Q3: 225,158 shares; 2025Q4: 228,431 shares 228,431 $12.2M 0.98% +3,273 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: 8,170 shares; 2024Q4: 8,358 shares; 2025Q1: 8,488 shares; 2025Q2: 128,384 shares; 2025Q3: 127,645 shares; 2025Q4: 129,849 shares 129,849 $11.8M 0.96% +2,204 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: 326,916 shares; 2024Q4: 330,217 shares; 2025Q1: 325,464 shares; 2025Q2: 324,774 shares; 2025Q3: 322,683 shares; 2025Q4: 325,410 shares 325,410 $11.8M 0.95% +2,727 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: 152,509 shares; 2024Q4: 145,731 shares; 2025Q1: 142,269 shares; 2025Q2: 140,427 shares; 2025Q3: 139,464 shares; 2025Q4: 142,070 shares 142,070 $11.8M 0.95% +2,606 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: 20,617 shares; 2024Q4: 20,679 shares; 2025Q1: 20,545 shares; 2025Q2: 20,473 shares; 2025Q3: 20,252 shares; 2025Q4: 20,403 shares 20,403 $11.6M 0.94% +151 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: 12,526 shares; 2024Q4: 12,620 shares; 2025Q1: 12,505 shares; 2025Q2: 13,004 shares; 2025Q3: 12,870 shares; 2025Q4: 13,080 shares 13,080 $11.3M 0.91% +210 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,025 shares; 2024Q4: 118,145 shares; 2025Q1: 118,142 shares; 2025Q2: 118,450 shares; 2025Q3: 118,054 shares; 2025Q4: 242,466 shares 242,466 $11M 0.89% +124,412 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: 120,829 shares; 2024Q4: 122,232 shares; 2025Q1: 123,409 shares; 2025Q2: 123,918 shares; 2025Q3: 123,546 shares; 2025Q4: 252,658 shares 252,658 $10.8M 0.87% +129,112 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: 30,729 shares; 2024Q4: 29,966 shares; 2025Q1: 29,227 shares; 2025Q2: 60,300 shares; 2025Q3: 60,332 shares; 2025Q4: 64,395 shares 64,395 $10.3M 0.83% +4,063 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: 95,702 shares; 2024Q4: 96,910 shares; 2025Q1: 97,140 shares; 2025Q2: 97,004 shares; 2025Q3: 103,375 shares; 2025Q4: 103,571 shares 103,571 $9.27M 0.75% +196 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: 27,852 shares; 2024Q4: 28,720 shares; 2025Q1: 29,132 shares; 2025Q2: 29,047 shares; 2025Q3: 26,749 shares; 2025Q4: 25,380 shares 25,380 $8.88M 0.72% -1,369 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: 43,061 shares; 2024Q4: 43,149 shares; 2025Q1: 44,213 shares; 2025Q2: 47,631 shares; 2025Q3: 51,562 shares; 2025Q4: 56,624 shares 56,624 $8.77M 0.71% +5,062 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: 83,767 shares; 2024Q4: 84,632 shares; 2025Q1: 83,861 shares; 2025Q2: 81,963 shares; 2025Q3: 81,197 shares; 2025Q4: 80,885 shares 80,885 $8.28M 0.67% -312 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: 29,830 shares; 2024Q4: 30,722 shares; 2025Q1: 31,316 shares; 2025Q2: 31,582 shares; 2025Q3: 30,783 shares; 2025Q4: 29,753 shares 29,753 $7.98M 0.64% -1,030 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: 33,455 shares; 2024Q4: 32,759 shares; 2025Q1: 32,578 shares; 2025Q2: 32,246 shares; 2025Q3: 31,744 shares; 2025Q4: 31,078 shares 31,078 $7.49M 0.61% -666 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: 77,184 shares; 2024Q4: 78,401 shares; 2025Q1: 78,747 shares; 2025Q2: 76,893 shares; 2025Q3: 67,985 shares; 2025Q4: 59,551 shares 59,551 $7.49M 0.6% -8,434 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: 123,315 shares; 2024Q4: 120,832 shares; 2025Q1: 119,650 shares; 2025Q2: 119,205 shares; 2025Q3: 120,698 shares; 2025Q4: 125,648 shares 125,648 $6.88M 0.56% +4,950 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: 10,182 shares; 2024Q4: 10,147 shares; 2025Q1: 9,586 shares; 2025Q2: 9,339 shares; 2025Q3: 9,304 shares; 2025Q4: 9,269 shares 9,269 $6.14M 0.5% -35 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,329 shares; 2024Q4: 59,978 shares; 2025Q1: 58,112 shares; 2025Q2: 58,012 shares; 2025Q3: 58,376 shares; 2025Q4: 58,183 shares 58,183 $6.12M 0.49% -193 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: 64,102 shares; 2024Q4: 63,844 shares; 2025Q1: 62,437 shares; 2025Q2: 60,858 shares; 2025Q3: 63,652 shares; 2025Q4: 63,311 shares 63,311 $6.09M 0.49% -341 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: 25,786 shares; 2024Q4: 25,111 shares; 2025Q1: 25,071 shares; 2025Q2: 31,229 shares; 2025Q3: 31,115 shares; 2025Q4: 30,985 shares 30,985 $6.04M 0.49% -130 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: 8,864 shares; 2024Q4: 8,827 shares; 2025Q1: 8,719 shares; 2025Q2: 9,805 shares; 2025Q3: 11,459 shares; 2025Q4: 11,616 shares 11,616 $5.84M 0.47% +157 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: 104,649 shares; 2024Q4: 104,825 shares; 2025Q1: 102,479 shares; 2025Q2: 103,278 shares; 2025Q3: 103,115 shares; 2025Q4: 102,240 shares 102,240 $5.76M 0.47% -875 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: 22,658 shares; 2024Q4: 22,432 shares; 2025Q1: 22,183 shares; 2025Q2: 22,416 shares; 2025Q3: 22,724 shares; 2025Q4: 46,688 shares 46,688 $5.58M 0.45% +23,964 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: 21,610 shares; 2024Q4: 21,557 shares; 2025Q1: 21,077 shares; 2025Q2: 21,265 shares; 2025Q3: 21,350 shares; 2025Q4: 21,197 shares 21,197 $5.22M 0.42% -153 Timeline EFAV 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: 54,108 shares; 2024Q4: 53,622 shares; 2025Q1: 55,099 shares; 2025Q2: 54,119 shares; 2025Q3: 55,706 shares; 2025Q4: 56,907 shares 56,907 $4.91M 0.4% +1,201 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: 21,156 shares; 2024Q4: 18,740 shares; 2025Q1: 18,671 shares; 2025Q2: 19,330 shares; 2025Q3: 18,403 shares; 2025Q4: 16,734 shares 16,734 $4.83M 0.39% -1,669 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,697 shares; 2024Q4: 31,324 shares; 2025Q1: 31,468 shares; 2025Q2: 31,529 shares; 2025Q3: 31,178 shares; 2025Q4: 31,125 shares 31,125 $4.83M 0.39% -53 Timeline IXUS 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: 59,016 shares; 2024Q4: 58,501 shares; 2025Q1: 58,346 shares; 2025Q2: 57,701 shares; 2025Q3: 57,721 shares; 2025Q4: 56,940 shares 56,940 $4.82M 0.39% -781 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,935 shares; 2024Q4: 14,685 shares; 2025Q1: 14,642 shares; 2025Q2: 14,550 shares; 2025Q3: 14,811 shares; 2025Q4: 15,019 shares 15,019 $4.59M 0.37% +208 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: 26,614 shares; 2024Q4: 26,614 shares; 2025Q1: 26,559 shares; 2025Q2: 26,539 shares; 2025Q3: 27,657 shares; 2025Q4: 36,408 shares 36,408 $4.43M 0.36% +8,751 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: 35,928 shares; 2024Q4: 36,000 shares; 2025Q1: 36,278 shares; 2025Q2: 36,496 shares; 2025Q3: 36,982 shares; 2025Q4: 37,081 shares 37,081 $4.13M 0.33% +99 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,717 shares; 2024Q4: 113,717 shares; 2025Q1: 112,780 shares; 2025Q2: 111,633 shares; 2025Q3: 139,645 shares; 2025Q4: 141,520 shares 141,520 $3.69M 0.3% +1,875 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: 27,456 shares; 2024Q4: 23,721 shares; 2025Q1: 26,621 shares; 2025Q2: 26,669 shares; 2025Q3: 28,084 shares; 2025Q4: 28,559 shares 28,559 $3.44M 0.28% +475 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: 46,600 shares; 2024Q4: 45,710 shares; 2025Q1: 45,010 shares; 2025Q2: 45,105 shares; 2025Q3: 45,418 shares; 2025Q4: 46,001 shares 46,001 $3.22M 0.26% +583 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: 10,096 shares; 2024Q4: 9,229 shares; 2025Q1: 12,068 shares; 2025Q2: 12,229 shares; 2025Q3: 13,242 shares; 2025Q4: 13,302 shares 13,302 $3.04M 0.25% +60 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,971 shares; 2024Q4: 47,795 shares; 2025Q1: 46,633 shares; 2025Q2: 43,831 shares; 2025Q3: 49,329 shares; 2025Q4: 51,645 shares 51,645 $2.98M 0.24% +2,316 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: 61,339 shares; 2024Q4: 62,063 shares; 2025Q1: 60,163 shares; 2025Q2: 48,574 shares; 2025Q3: 48,852 shares; 2025Q4: 48,351 shares 48,351 $2.83M 0.23% -501 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: 2,918 shares; 2024Q4: 3,473 shares; 2025Q1: 4,096 shares; 2025Q2: 4,379 shares; 2025Q3: 4,406 shares; 2025Q4: 4,511 shares 4,511 $2.83M 0.23% +105 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,882 shares; 2024Q4: 31,243 shares; 2025Q1: 31,115 shares; 2025Q2: 32,030 shares; 2025Q3: 32,669 shares; 2025Q4: 33,565 shares 33,565 $2.61M 0.21% +896 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,745 shares; 2024Q4: 6,636 shares; 2025Q1: 6,639 shares; 2025Q2: 6,527 shares; 2025Q3: 6,775 shares; 2025Q4: 6,988 shares 6,988 $2.19M 0.18% +213 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: 13,942 shares; 2024Q4: 13,644 shares; 2025Q1: 13,390 shares; 2025Q2: 11,612 shares; 2025Q3: 11,861 shares; 2025Q4: 11,652 shares 11,652 $2.14M 0.17% -209 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,899 shares; 2024Q4: 21,856 shares; 2025Q1: 21,912 shares; 2025Q2: 22,387 shares; 2025Q3: 22,824 shares; 2025Q4: 46,600 shares 46,600 $2.08M 0.17% +23,776 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: 4,469 shares; 2024Q4: 4,379 shares; 2025Q1: 4,379 shares; 2025Q2: 4,379 shares; 2025Q3: 4,379 shares; 2025Q4: 4,379 shares 4,379 $2.07M 0.17% 0 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: 3,288 shares; 2024Q4: 3,282 shares; 2025Q1: 2,974 shares; 2025Q2: 2,957 shares; 2025Q3: 3,218 shares; 2025Q4: 2,884 shares 2,884 $1.98M 0.16% -334 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: 47,279 shares; 2024Q4: 46,124 shares; 2025Q1: 44,887 shares; 2025Q2: 43,676 shares; 2025Q3: 44,142 shares; 2025Q4: 44,729 shares 44,729 $1.82M 0.15% +587 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,412 shares; 2025Q1: 3,955 shares; 2025Q2: 3,701 shares; 2025Q3: 3,701 shares; 2025Q4: 3,884 shares 3,884 $1.81M 0.15% +183 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: 4,760 shares; 2024Q4: 4,760 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares; 2025Q4: 4,715 shares 4,715 $1.66M 0.13% -45 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: 33,566 shares; 2024Q4: 32,819 shares; 2025Q1: 31,248 shares; 2025Q2: 30,014 shares; 2025Q3: 29,611 shares; 2025Q4: 29,333 shares 29,333 $1.58M 0.13% -278 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: 5,303 shares; 2024Q4: 5,187 shares; 2025Q1: 7,622 shares; 2025Q2: 6,682 shares; 2025Q3: 6,729 shares; 2025Q4: 6,704 shares 6,704 $1.55M 0.13% -25 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: 3,965 shares; 2024Q4: 4,034 shares; 2025Q1: 3,874 shares; 2025Q2: 3,997 shares; 2025Q3: 4,579 shares; 2025Q4: 4,927 shares 4,927 $1.55M 0.12% +348 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.12% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,988 shares; 2024Q4: 5,988 shares; 2025Q1: 5,988 shares; 2025Q2: 5,988 shares; 2025Q3: 5,988 shares; 2025Q4: 5,828 shares 5,828 $1.5M 0.12% -160 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,746 shares; 2024Q4: 11,746 shares; 2025Q1: 11,746 shares; 2025Q2: 11,746 shares; 2025Q3: 11,596 shares; 2025Q4: 11,596 shares 11,596 $1.48M 0.12% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 11,796 shares; 2025Q1: 11,796 shares; 2025Q2: 11,796 shares; 2025Q3: 11,796 shares; 2025Q4: 11,796 shares 11,796 $1.45M 0.12% 0 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: 2,385 shares; 2024Q4: 2,385 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares 2,245 $1.27M 0.1% 0 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: 10,901 shares; 2024Q4: 10,530 shares; 2025Q1: 10,484 shares; 2025Q2: 10,540 shares; 2025Q3: 10,505 shares; 2025Q4: 10,445 shares 10,445 $1.26M 0.1% -60 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: 8,821 shares; 2024Q4: 8,821 shares; 2025Q1: 8,768 shares; 2025Q2: 9,020 shares; 2025Q3: 10,424 shares; 2025Q4: 10,684 shares 10,684 $1.25M 0.1% +260 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,884 shares; 2024Q4: 13,884 shares; 2025Q1: 13,884 shares; 2025Q2: 13,884 shares; 2025Q3: 13,884 shares; 2025Q4: 13,884 shares 13,884 $1.24M 0.1% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 10,227 shares; 2025Q1: 10,547 shares; 2025Q2: 11,919 shares; 2025Q3: 11,638 shares; 2025Q4: 11,538 shares 11,538 $1.24M 0.1% -100 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: 26,414 shares; 2024Q4: 25,439 shares; 2025Q1: 24,925 shares; 2025Q2: 23,316 shares; 2025Q3: 23,025 shares; 2025Q4: 22,619 shares 22,619 $1.22M 0.1% -406 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,250 shares; 2024Q4: 37,250 shares; 2025Q1: 37,250 shares; 2025Q2: 37,250 shares; 2025Q3: 45,400 shares; 2025Q4: 45,400 shares 45,400 $1.19M 0.1% 0 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: 11,336 shares; 2024Q4: 11,336 shares; 2025Q1: 11,329 shares; 2025Q2: 11,329 shares; 2025Q3: 11,329 shares; 2025Q4: 11,329 shares 11,329 $1.13M 0.09% 0 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: 46,438 shares; 2024Q4: 44,898 shares; 2025Q1: 43,463 shares; 2025Q2: 42,648 shares; 2025Q3: 45,136 shares; 2025Q4: 44,486 shares 44,486 $1.11M 0.09% -650 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: 11,827 shares; 2024Q4: 11,661 shares; 2025Q1: 11,629 shares; 2025Q2: 11,490 shares; 2025Q3: 11,452 shares; 2025Q4: 11,442 shares 11,442 $1.1M 0.09% -10 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: not reported; 2025Q1: not reported; 2025Q2: 6,910 shares; 2025Q3: 6,810 shares; 2025Q4: 6,810 shares 6,810 $1.08M 0.09% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,376 shares; 2025Q2: 3,060 shares; 2025Q3: 2,949 shares; 2025Q4: 2,864 shares 2,864 $1.06M 0.09% -85 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: 3,278 shares; 2024Q4: 3,278 shares; 2025Q1: 3,103 shares; 2025Q2: 4,580 shares; 2025Q3: 4,432 shares; 2025Q4: 4,296 shares 4,296 $1.06M 0.09% -136 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,149 shares; 2024Q4: 21,149 shares; 2025Q1: 19,374 shares; 2025Q2: 19,329 shares; 2025Q3: 18,504 shares; 2025Q4: 17,664 shares 17,664 $1.05M 0.09% -840 Timeline RGCO RGC RES INC More: the full row for RGC RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,153 shares; 2024Q4: 50,153 shares; 2025Q1: 50,153 shares; 2025Q2: 49,853 shares; 2025Q3: 49,853 shares; 2025Q4: 49,253 shares 49,253 $1.05M 0.08% -600 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: 21,974 shares; 2024Q4: 21,974 shares; 2025Q1: 16,736 shares; 2025Q2: 16,602 shares; 2025Q3: 17,705 shares; 2025Q4: 16,758 shares 16,758 $1.05M 0.08% -947 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: 6,464 shares; 2024Q4: 6,424 shares; 2025Q1: 6,497 shares; 2025Q2: 6,424 shares; 2025Q3: 6,424 shares; 2025Q4: 6,394 shares 6,394 $1.02M 0.08% -30 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: 1,473 shares; 2024Q4: 1,973 shares; 2025Q1: 2,019 shares; 2025Q2: 2,025 shares; 2025Q3: 1,515 shares; 2025Q4: 1,771 shares 1,771 $1.01M 0.08% +256 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: 4,102 shares; 2024Q4: 4,040 shares; 2025Q1: 3,909 shares; 2025Q2: 3,728 shares; 2025Q3: 3,676 shares; 2025Q4: 3,676 shares 3,676 $1.01M 0.08% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,167 shares; 2024Q4: 9,063 shares; 2025Q1: 8,923 shares; 2025Q2: 8,923 shares; 2025Q3: 8,683 shares; 2025Q4: 8,683 shares 8,683 $1.01M 0.08% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 809 shares; 2025Q4: 1,077 shares 1,077 $947K 0.08% +268 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: 19,811 shares; 2024Q4: 19,091 shares; 2025Q1: 19,491 shares; 2025Q2: 18,821 shares; 2025Q3: 18,791 shares; 2025Q4: 18,954 shares 18,954 $933K 0.08% +163 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares; 2025Q2: 3,502 shares; 2025Q3: 3,487 shares; 2025Q4: 4,182 shares 4,182 $919K 0.07% +695 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: 2,899 shares; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,899 shares 2,899 $899K 0.07% 0 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: 4,247 shares; 2024Q4: 4,247 shares; 2025Q1: 4,185 shares; 2025Q2: 4,185 shares; 2025Q3: 4,185 shares; 2025Q4: 4,185 shares 4,185 $874K 0.07% 0 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: 20,636 shares; 2024Q4: 20,386 shares; 2025Q1: 16,086 shares; 2025Q2: 15,786 shares; 2025Q3: 12,536 shares; 2025Q4: 15,879 shares 15,879 $873K 0.07% +3,343 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: 1,231 shares; 2025Q1: 1,231 shares; 2025Q2: 1,229 shares; 2025Q3: 1,246 shares; 2025Q4: 1,332 shares 1,332 $818K 0.07% +86 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: 222,160 shares; 2024Q4: 225,717 shares; 2025Q1: 228,314 shares; 2025Q2: 15,404 shares; 2025Q3: 13,403 shares; 2025Q4: 12,801 shares 12,801 $816K 0.07% -602 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: 6,565 shares; 2024Q4: 6,545 shares; 2025Q1: 6,569 shares; 2025Q2: 6,736 shares; 2025Q3: 6,886 shares; 2025Q4: 7,071 shares 7,071 $815K 0.07% +185 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: 34,098 shares; 2024Q4: 33,980 shares; 2025Q1: 32,184 shares; 2025Q2: 31,384 shares; 2025Q3: 31,355 shares; 2025Q4: 31,945 shares 31,945 $795K 0.06% +590 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,702 shares; 2025Q1: 4,702 shares; 2025Q2: 4,702 shares; 2025Q3: 4,702 shares; 2025Q4: 4,702 shares 4,702 $794K 0.06% 0 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: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 3,352 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares 3,265 $791K 0.06% 0 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: not reported; 2025Q1: 3,730 shares; 2025Q2: 3,730 shares; 2025Q3: 3,730 shares; 2025Q4: 3,730 shares 3,730 $776K 0.06% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,824 shares; 2024Q4: 8,824 shares; 2025Q1: 8,824 shares; 2025Q2: 8,549 shares; 2025Q3: 7,689 shares; 2025Q4: 7,689 shares 7,689 $745K 0.06% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,078 shares; 2024Q4: 12,453 shares; 2025Q1: 11,788 shares; 2025Q2: 11,493 shares; 2025Q3: 11,428 shares; 2025Q4: 11,198 shares 11,198 $739K 0.06% -230 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: 7,411 shares; 2024Q4: 7,441 shares; 2025Q1: 7,544 shares; 2025Q2: 7,367 shares; 2025Q3: 7,060 shares; 2025Q4: 7,060 shares 7,060 $700K 0.06% 0 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: 2,282 shares; 2024Q4: 2,294 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,163 shares; 2025Q4: 2,198 shares 2,198 $700K 0.06% +35 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: 365 shares; 2024Q4: 365 shares; 2025Q1: 355 shares; 2025Q2: 526 shares; 2025Q3: 697 shares; 2025Q4: 1,002 shares 1,002 $661K 0.05% +305 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 3,752 shares; 2025Q2: 3,892 shares; 2025Q3: 3,892 shares; 2025Q4: 3,967 shares 3,967 $645K 0.05% +75 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,765 shares; 2024Q4: 12,765 shares; 2025Q1: 12,765 shares; 2025Q2: 12,765 shares; 2025Q3: 13,165 shares; 2025Q4: 13,415 shares 13,415 $642K 0.05% +250 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: 2,082 shares; 2024Q4: 2,826 shares; 2025Q1: 2,965 shares; 2025Q2: 3,309 shares; 2025Q3: 3,229 shares; 2025Q4: 3,229 shares 3,229 $630K 0.05% 0 Timeline FTSM 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: 5,510 shares; 2024Q4: 5,510 shares; 2025Q1: 5,510 shares; 2025Q2: 5,510 shares; 2025Q3: 7,198 shares; 2025Q4: 10,125 shares 10,125 $607K 0.05% +2,927 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,450 shares; 2024Q4: 18,450 shares; 2025Q1: 18,450 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares; 2025Q4: 18,700 shares 18,700 $600K 0.05% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 989 shares; 2025Q1: 1,089 shares; 2025Q2: 1,129 shares; 2025Q3: 1,228 shares; 2025Q4: 1,328 shares 1,328 $597K 0.05% +100 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: 10,047 shares; 2024Q4: 7,597 shares; 2025Q1: 7,548 shares; 2025Q2: 7,477 shares; 2025Q3: 7,369 shares; 2025Q4: 7,369 shares 7,369 $592K 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 6,253 shares; 2025Q1: 6,213 shares; 2025Q2: 6,213 shares; 2025Q3: 5,918 shares; 2025Q4: 5,775 shares 5,775 $583K 0.05% -143 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: 6,288 shares; 2024Q4: 6,288 shares; 2025Q1: 6,424 shares; 2025Q2: 6,268 shares; 2025Q3: 6,468 shares; 2025Q4: 6,468 shares 6,468 $564K 0.05% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 2,713 shares; 2025Q1: 2,713 shares; 2025Q2: 2,713 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares 2,638 $559K 0.05% 0 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: 7,962 shares; 2024Q4: 7,962 shares; 2025Q1: 6,818 shares; 2025Q2: 6,417 shares; 2025Q3: 7,017 shares; 2025Q4: 7,017 shares 7,017 $554K 0.04% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 5,584 shares; 2025Q1: 5,584 shares; 2025Q2: 4,349 shares; 2025Q3: 4,395 shares; 2025Q4: 4,823 shares 4,823 $549K 0.04% +428 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $548K 0.04% 0 Timeline CFFI C & F FINL CORP More: the full row for C & F FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 7,515 shares; 2025Q1: 7,515 shares; 2025Q2: 7,515 shares; 2025Q3: 7,515 shares; 2025Q4: 7,515 shares 7,515 $546K 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares 1,875 $535K 0.04% 0 Timeline DFAI 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: 9,030 shares; 2024Q4: 9,030 shares; 2025Q1: 9,030 shares; 2025Q2: 9,030 shares; 2025Q3: 9,030 shares; 2025Q4: 13,695 shares 13,695 $522K 0.04% +4,665 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: not reported; 2025Q1: 1,765 shares; 2025Q2: 1,440 shares; 2025Q3: 1,506 shares; 2025Q4: 1,631 shares 1,631 $502K 0.04% +125 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,942 shares; 2025Q3: 2,894 shares; 2025Q4: 2,889 shares 2,889 $501K 0.04% -5 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: not reported; 2025Q1: not reported; 2025Q2: 789 shares; 2025Q3: 901 shares; 2025Q4: 876 shares 876 $500K 0.04% -25 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 3,435 shares; 2025Q1: 3,435 shares; 2025Q2: 3,435 shares; 2025Q3: 3,435 shares; 2025Q4: 3,435 shares 3,435 $493K 0.04% 0 Timeline VT 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: 4,474 shares; 2024Q4: 4,474 shares; 2025Q1: 4,455 shares; 2025Q2: 4,110 shares; 2025Q3: 3,500 shares; 2025Q4: 3,482 shares 3,482 $491K 0.04% -18 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: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares 981 $479K 0.04% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,475 shares; 2025Q1: 2,449 shares; 2025Q2: 2,449 shares; 2025Q3: 2,449 shares; 2025Q4: 2,449 shares 2,449 $478K 0.04% 0 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: 7,622 shares; 2024Q4: 7,551 shares; 2025Q1: 7,534 shares; 2025Q2: 7,622 shares; 2025Q3: 7,569 shares; 2025Q4: 7,469 shares 7,469 $476K 0.04% -100 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: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 1,441 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,601 shares 1,601 $474K 0.04% +60 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 7,485 shares 7,485 $468K 0.04% new 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 675 shares; 2025Q4: 675 shares 675 $457K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,237 shares; 2025Q1: 3,222 shares; 2025Q2: 3,527 shares; 2025Q3: 3,482 shares; 2025Q4: 3,437 shares 3,437 $456K 0.04% -45 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: 4,266 shares; 2024Q4: 3,766 shares; 2025Q1: 3,725 shares; 2025Q2: 3,825 shares; 2025Q3: 3,671 shares; 2025Q4: 4,061 shares 4,061 $456K 0.04% +390 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: not reported; 2025Q1: 2,825 shares; 2025Q2: 3,072 shares; 2025Q3: 6,472 shares; 2025Q4: 6,072 shares 6,072 $446K 0.04% -400 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,046 shares 2,046 $444K 0.04% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,519 shares; 2025Q3: 15,433 shares; 2025Q4: 15,240 shares 15,240 $425K 0.03% -193 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,910 shares; 2024Q4: 9,629 shares; 2025Q1: 9,478 shares; 2025Q2: 8,188 shares; 2025Q3: 8,121 shares; 2025Q4: 7,935 shares 7,935 $419K 0.03% -186 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: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,961 shares; 2025Q2: 4,636 shares; 2025Q3: 8,092 shares; 2025Q4: 5,636 shares 5,636 $417K 0.03% -2,456 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,851 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,851 shares; 2025Q4: 1,806 shares 1,806 $413K 0.03% -45 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $412K 0.03% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,342 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares 1,342 $408K 0.03% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 9,360 shares; 2025Q1: 9,260 shares; 2025Q2: 8,975 shares; 2025Q3: 8,975 shares; 2025Q4: 7,995 shares 7,995 $400K 0.03% -980 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: 3,476 shares; 2025Q1: 3,476 shares; 2025Q2: 3,776 shares; 2025Q3: 4,076 shares; 2025Q4: 4,276 shares 4,276 $399K 0.03% +200 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,783 shares; 2025Q1: 5,783 shares; 2025Q2: 5,783 shares; 2025Q3: 5,783 shares; 2025Q4: 5,783 shares 5,783 $398K 0.03% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,511 shares; 2024Q4: 10,511 shares; 2025Q1: 9,870 shares; 2025Q2: 9,835 shares; 2025Q3: 9,835 shares; 2025Q4: 10,035 shares 10,035 $388K 0.03% +200 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,155 shares; 2025Q3: 11,379 shares; 2025Q4: 10,914 shares 10,914 $376K 0.03% -465 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,066 shares 1,066 $366K 0.03% -55 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: 12,250 shares; 2024Q4: 12,245 shares; 2025Q1: 11,645 shares; 2025Q2: not reported; 2025Q3: 9,010 shares; 2025Q4: 9,610 shares 9,610 $355K 0.03% +600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,886 shares; 2025Q4: 5,191 shares 5,191 $349K 0.03% -695 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: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,518 shares; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,343 shares 1,343 $348K 0.03% 0 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 3,905 shares; 2025Q1: 3,905 shares; 2025Q2: 3,805 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares 3,605 $344K 0.03% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 788 shares 788 $336K 0.03% -25 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,645 shares; 2025Q1: 4,542 shares; 2025Q2: 3,990 shares; 2025Q3: 3,939 shares; 2025Q4: 3,825 shares 3,825 $334K 0.03% -114 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: 2,313 shares; 2024Q4: 2,096 shares; 2025Q1: 1,886 shares; 2025Q2: 1,928 shares; 2025Q3: 1,928 shares; 2025Q4: 1,703 shares 1,703 $331K 0.03% -225 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: not reported; 2025Q1: not reported; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares 1,185 $321K 0.03% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,332 shares; 2025Q3: 4,489 shares; 2025Q4: 6,733 shares 6,733 $309K 0.02% +2,244 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,647 shares; 2025Q1: 2,647 shares; 2025Q2: 2,810 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $309K 0.02% 0 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: 1,505 shares; 2024Q4: 1,495 shares; 2025Q1: 1,995 shares; 2025Q2: 1,995 shares; 2025Q3: 1,995 shares; 2025Q4: 1,995 shares 1,995 $308K 0.02% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 5,589 shares; 2025Q1: 8,831 shares; 2025Q2: 8,831 shares; 2025Q3: 8,375 shares; 2025Q4: 8,375 shares 8,375 $307K 0.02% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,890 shares; 2025Q2: 6,890 shares; 2025Q3: 6,890 shares; 2025Q4: 6,890 shares 6,890 $307K 0.02% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,114 shares; 2024Q4: 7,114 shares; 2025Q1: 7,114 shares; 2025Q2: 7,114 shares; 2025Q3: 7,114 shares; 2025Q4: 7,114 shares 7,114 $304K 0.02% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 4,970 shares; 2025Q3: 4,651 shares; 2025Q4: 4,413 shares 4,413 $293K 0.02% -238 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,222 shares; 2025Q4: 2,502 shares 2,502 $292K 0.02% +280 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: 4,914 shares; 2024Q4: 4,914 shares; 2025Q1: 4,529 shares; 2025Q2: not reported; 2025Q3: 5,440 shares; 2025Q4: 5,430 shares 5,430 $292K 0.02% -10 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: 918 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 1,017 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares 1,277 $291K 0.02% 0 Timeline VCIT 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: 5,530 shares; 2024Q4: 5,530 shares; 2025Q1: 5,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,355 shares; 2025Q4: 3,431 shares 3,431 $287K 0.02% -924 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,825 shares; 2024Q4: 12,325 shares; 2025Q1: 12,325 shares; 2025Q2: 12,325 shares; 2025Q3: 11,025 shares; 2025Q4: 11,025 shares 11,025 $285K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,235 shares; 2025Q4: 835 shares 835 $281K 0.02% -400 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares 1,525 $278K 0.02% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,510 shares; 2025Q3: 10,510 shares; 2025Q4: 10,510 shares 10,510 $277K 0.02% 0 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: not reported; 2025Q1: 4,888 shares; 2025Q2: 4,888 shares; 2025Q3: 6,329 shares; 2025Q4: 6,329 shares 6,329 $276K 0.02% 0 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: 950 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 570 shares 570 $276K 0.02% +20 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 1,575 shares; 2025Q4: 1,570 shares 1,570 $266K 0.02% -5 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 507 shares; 2025Q4: 507 shares 507 $265K 0.02% 0 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: 675 shares; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 565 shares 565 $265K 0.02% +40 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 420 shares 420 $253K 0.02% 0 Timeline IGV 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: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares 2,375 $251K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 357 shares; 2025Q4: 382 shares 382 $250K 0.02% +25 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,024 shares 3,024 $246K 0.02% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,415 shares; 2025Q1: 1,370 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 970 shares 970 $244K 0.02% -135 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106 shares; 2025Q4: 113 shares 113 $243K 0.02% +7 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: 3,056 shares; 2024Q4: 5,856 shares; 2025Q1: 5,856 shares; 2025Q2: 5,957 shares; 2025Q3: 3,157 shares; 2025Q4: 3,290 shares 3,290 $242K 0.02% +133 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: 1,632 shares; 2024Q4: not reported; 2025Q1: 1,632 shares; 2025Q2: not reported; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares 1,832 $236K 0.02% 0 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: 1,747 shares; 2024Q4: 1,747 shares; 2025Q1: 1,727 shares; 2025Q2: 1,692 shares; 2025Q3: 1,692 shares; 2025Q4: 1,672 shares 1,672 $236K 0.02% -20 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,651 shares 1,651 $234K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares 1,537 $233K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $230K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 2,582 shares; 2025Q3: 2,582 shares; 2025Q4: 2,302 shares 2,302 $230K 0.02% -280 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: not reported; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 824 shares 824 $225K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,637 shares; 2025Q4: 1,637 shares 1,637 $224K 0.02% 0 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: 3,028 shares; 2024Q4: 2,968 shares; 2025Q1: 2,968 shares; 2025Q2: 3,068 shares; 2025Q3: 2,768 shares; 2025Q4: 2,973 shares 2,973 $219K 0.02% +205 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: 719 shares; 2024Q4: 719 shares; 2025Q1: not reported; 2025Q2: 677 shares; 2025Q3: 663 shares; 2025Q4: 652 shares 652 $219K 0.02% -11 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: 2,806 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,577 shares; 2025Q4: 1,132 shares 1,132 $217K 0.02% -445 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 952 shares 952 $217K 0.02% -40 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,267 shares; 2025Q4: 2,167 shares 2,167 $215K 0.02% -100 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,114 shares; 2025Q4: 1,114 shares 1,114 $213K 0.02% 0 Timeline VMBS 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: 5,445 shares; 2024Q4: 5,445 shares; 2025Q1: 5,445 shares; 2025Q2: 4,670 shares; 2025Q3: 5,064 shares; 2025Q4: 4,405 shares 4,405 $207K 0.02% -659 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares 1,010 $207K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 522 shares 522 $207K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,449 shares; 2025Q4: 1,449 shares 1,449 $204K 0.02% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,421 shares 5,421 $203K 0.02% new Timeline FISV FISERV INC More: the full row for FISERV 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: 3,389 shares; 2025Q3: 3,195 shares; 2025Q4: 3,020 shares 3,020 $203K 0.02% -175 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,275 shares 2,275 $200K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 492 shares 492 $143K 0.01% new Timeline TRAVELERS COMPANIES INC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares 204 $59.2K <0.01% new