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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280,870 shares; 2024Q4: 5,128,931 shares; 2025Q1: 4,788,212 shares; 2025Q2: 5,077,667 shares; 2025Q3: 4,968,190 shares 4,968,190 $159M 23.92% -109,477 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,315 shares; 2024Q4: 767,545 shares; 2025Q1: 751,089 shares; 2025Q2: 774,481 shares; 2025Q3: 801,260 shares 801,260 $149M 22.55% +26,779 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,551 shares; 2024Q4: 36,983 shares; 2025Q1: 35,341 shares; 2025Q2: 33,860 shares; 2025Q3: 33,373 shares 33,373 $22.2M 3.35% -487 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,152 shares; 2024Q4: 31,436 shares; 2025Q1: 29,121 shares; 2025Q2: 30,850 shares; 2025Q3: 30,812 shares 30,812 $14.8M 2.23% -38 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,880 shares; 2024Q4: 57,445 shares; 2025Q1: 55,836 shares; 2025Q2: 56,561 shares; 2025Q3: 57,585 shares 57,585 $14.7M 2.21% +1,024 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,183 shares; 2025Q1: 856 shares; 2025Q2: 21,391 shares; 2025Q3: 21,492 shares 21,492 $12.8M 1.93% +101 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,070 shares; 2024Q4: 404,131 shares; 2025Q1: 366,497 shares; 2025Q2: 341,743 shares; 2025Q3: 336,026 shares 336,026 $12.1M 1.82% -5,717 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,557 shares; 2024Q4: 22,586 shares; 2025Q1: 21,273 shares; 2025Q2: 21,342 shares; 2025Q3: 21,072 shares 21,072 $10.9M 1.65% -270 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,340 shares; 2024Q4: 17,338 shares; 2025Q1: 16,127 shares; 2025Q2: 16,108 shares; 2025Q3: 16,097 shares 16,097 $9.86M 1.49% -11 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,159 shares; 2024Q4: 33,252 shares; 2025Q1: 31,098 shares; 2025Q2: 31,743 shares; 2025Q3: 31,986 shares 31,986 $9.67M 1.46% +243 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,116 shares; 2024Q4: 263,883 shares; 2025Q1: 240,315 shares; 2025Q2: 284,817 shares; 2025Q3: 284,537 shares 284,537 $8.28M 1.25% -280 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,068 shares; 2024Q4: 19,940 shares; 2025Q1: 21,042 shares; 2025Q2: 32,662 shares; 2025Q3: 32,174 shares 32,174 $8.18M 1.23% -488 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,561 shares; 2024Q4: 35,298 shares; 2025Q1: 36,780 shares; 2025Q2: 41,158 shares; 2025Q3: 41,310 shares 41,310 $7.71M 1.16% +152 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,600 shares; 2024Q4: 333,550 shares; 2025Q1: 305,838 shares; 2025Q2: 304,631 shares; 2025Q3: 312,953 shares 312,953 $7.29M 1.1% +8,322 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,945 shares; 2024Q4: 42,307 shares; 2025Q1: 41,119 shares; 2025Q2: 38,833 shares; 2025Q3: 79,296 shares 79,296 $6.73M 1.02% +40,463 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,737 shares; 2024Q4: 35,387 shares; 2025Q1: 32,189 shares; 2025Q2: 34,161 shares; 2025Q3: 27,527 shares 27,527 $6.7M 1.01% -6,634 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,829 shares; 2025Q1: 18,454 shares; 2025Q2: 18,476 shares; 2025Q3: 18,729 shares 18,729 $6.15M 0.93% +253 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,768 shares; 2024Q4: 111,208 shares; 2025Q1: 95,755 shares; 2025Q2: 106,066 shares; 2025Q3: 103,649 shares 103,649 $5.62M 0.85% -2,417 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,343 shares; 2024Q4: 181,438 shares; 2025Q1: 198,502 shares; 2025Q2: 199,610 shares; 2025Q3: 206,865 shares 206,865 $5.45M 0.82% +7,255 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,018 shares; 2024Q4: 19,700 shares; 2025Q1: 19,798 shares; 2025Q2: 20,529 shares; 2025Q3: 22,820 shares 22,820 $5.01M 0.76% +2,291 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,739 shares; 2024Q4: 23,090 shares; 2025Q1: 24,237 shares; 2025Q2: 24,108 shares; 2025Q3: 23,578 shares 23,578 $4.37M 0.66% -530 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,617 shares; 2024Q4: 7,085 shares; 2025Q1: 6,299 shares; 2025Q2: 6,307 shares; 2025Q3: 6,188 shares 6,188 $4.14M 0.62% -119 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,184 shares; 2024Q4: 97,599 shares; 2025Q1: 91,304 shares; 2025Q2: 88,774 shares; 2025Q3: 89,102 shares 89,102 $3.94M 0.59% +328 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 5,855 shares; 2025Q1: 5,776 shares; 2025Q2: 5,763 shares; 2025Q3: 13,928 shares 13,928 $3.92M 0.59% +8,165 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,005 shares; 2024Q4: 30,055 shares; 2025Q1: 30,474 shares; 2025Q2: 103,671 shares; 2025Q3: 33,896 shares 33,896 $3.61M 0.54% -69,775 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,625 shares; 2024Q4: 53,266 shares; 2025Q1: 36,936 shares; 2025Q2: 37,564 shares; 2025Q3: 38,368 shares 38,368 $3.58M 0.54% +804 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,883 shares; 2025Q3: 41,016 shares 41,016 $3.28M 0.5% +133 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,730 shares; 2024Q4: 84,125 shares; 2025Q1: 103,320 shares; 2025Q2: 121,310 shares; 2025Q3: 127,295 shares 127,295 $3.27M 0.49% +5,985 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,404 shares; 2024Q4: 12,702 shares; 2025Q1: 12,616 shares; 2025Q2: 12,610 shares; 2025Q3: 13,378 shares 13,378 $3.25M 0.49% +768 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,409 shares; 2025Q1: 6,343 shares; 2025Q2: 6,427 shares; 2025Q3: 6,407 shares 6,407 $3.22M 0.49% -20 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,644 shares; 2024Q4: 10,425 shares; 2025Q1: 9,009 shares; 2025Q2: 8,993 shares; 2025Q3: 8,914 shares 8,914 $3.04M 0.46% -79 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,541 shares; 2024Q4: 35,954 shares; 2025Q1: 45,654 shares; 2025Q2: 44,549 shares; 2025Q3: 46,709 shares 46,709 $2.8M 0.42% +2,160 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,030 shares; 2024Q4: 13,802 shares; 2025Q1: 13,460 shares; 2025Q2: 13,785 shares; 2025Q3: 14,387 shares 14,387 $2.8M 0.42% +602 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,071 shares; 2024Q4: 17,000 shares; 2025Q1: 16,673 shares; 2025Q2: 16,472 shares; 2025Q3: 16,139 shares 16,139 $2.48M 0.37% -333 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,507 shares; 2024Q4: 35,751 shares; 2025Q1: 31,665 shares; 2025Q2: 35,623 shares; 2025Q3: 36,395 shares 36,395 $2.4M 0.36% +772 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,313 shares; 2024Q4: 36,550 shares; 2025Q1: 37,854 shares; 2025Q2: 66,336 shares; 2025Q3: 87,574 shares 87,574 $2.39M 0.36% +21,238 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 4,564 shares; 2025Q1: 5,046 shares; 2025Q2: 4,936 shares; 2025Q3: 5,145 shares 5,145 $2.29M 0.35% +209 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,805 shares; 2025Q1: 2,824 shares; 2025Q2: 2,938 shares; 2025Q3: 3,023 shares 3,023 $2.22M 0.33% +85 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,641 shares; 2024Q4: 7,584 shares; 2025Q1: 7,229 shares; 2025Q2: 7,203 shares; 2025Q3: 7,011 shares 7,011 $2.21M 0.33% -192 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,757 shares; 2025Q1: 3,431 shares; 2025Q2: 3,393 shares; 2025Q3: 3,501 shares 3,501 $1.99M 0.3% +108 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,290 shares; 2024Q4: 13,177 shares; 2025Q1: 13,322 shares; 2025Q2: 15,068 shares; 2025Q3: 16,061 shares 16,061 $1.91M 0.29% +993 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,841 shares; 2025Q1: 3,611 shares; 2025Q2: 3,630 shares; 2025Q3: 3,747 shares 3,747 $1.87M 0.28% +117 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,499 shares; 2024Q4: 6,049 shares; 2025Q1: 5,727 shares; 2025Q2: 5,537 shares; 2025Q3: 5,554 shares 5,554 $1.83M 0.28% +17 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,267 shares; 2024Q4: 22,743 shares; 2025Q1: 25,853 shares; 2025Q2: 46,227 shares; 2025Q3: 44,104 shares 44,104 $1.72M 0.26% -2,123 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 2,963 shares; 2025Q1: 3,017 shares; 2025Q2: 3,372 shares; 2025Q3: 3,510 shares 3,510 $1.7M 0.26% +138 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 10,713 shares; 2025Q1: 24,654 shares; 2025Q2: 73,570 shares; 2025Q3: 55,856 shares 55,856 $1.66M 0.25% -17,714 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,891 shares; 2024Q4: 91,145 shares; 2025Q1: 95,052 shares; 2025Q2: 106,286 shares; 2025Q3: 65,563 shares 65,563 $1.63M 0.25% -40,723 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 5,036 shares; 2025Q1: 2,609 shares; 2025Q2: 2,719 shares; 2025Q3: 3,435 shares 3,435 $1.61M 0.24% +716 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 7,782 shares; 2025Q1: 7,245 shares; 2025Q2: 7,235 shares; 2025Q3: 6,743 shares 6,743 $1.6M 0.24% -492 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,876 shares; 2024Q4: 6,401 shares; 2025Q1: 5,759 shares; 2025Q2: 5,754 shares; 2025Q3: 5,486 shares 5,486 $1.55M 0.23% -268 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,223 shares; 2024Q4: 19,269 shares; 2025Q1: 18,869 shares; 2025Q2: 19,525 shares; 2025Q3: 17,307 shares 17,307 $1.45M 0.22% -2,218 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,767 shares; 2024Q4: 48,022 shares; 2025Q1: 48,637 shares; 2025Q2: 54,861 shares; 2025Q3: 52,230 shares 52,230 $1.43M 0.22% -2,631 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,379 shares; 2024Q4: 11,702 shares; 2025Q1: 11,583 shares; 2025Q2: 11,981 shares; 2025Q3: 12,361 shares 12,361 $1.39M 0.21% +380 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,202 shares; 2025Q1: 5,980 shares; 2025Q2: 5,567 shares; 2025Q3: 5,634 shares 5,634 $1.3M 0.2% +67 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,118 shares; 2024Q4: 5,765 shares; 2025Q1: 6,710 shares; 2025Q2: 6,313 shares; 2025Q3: 6,564 shares 6,564 $1.3M 0.2% +251 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 2,934 shares; 2025Q1: 2,705 shares; 2025Q2: 2,684 shares; 2025Q3: 2,666 shares 2,666 $1.3M 0.2% -18 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,219 shares; 2024Q4: 8,462 shares; 2025Q1: 8,521 shares; 2025Q2: 8,138 shares; 2025Q3: 7,890 shares 7,890 $1.23M 0.18% -248 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,695 shares; 2024Q4: 6,758 shares; 2025Q1: 5,534 shares; 2025Q2: 5,896 shares; 2025Q3: 5,959 shares 5,959 $1.21M 0.18% +63 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,020 shares; 2025Q1: 2,994 shares; 2025Q2: 3,060 shares; 2025Q3: 2,951 shares 2,951 $1.2M 0.18% -109 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,171 shares; 2024Q4: 19,098 shares; 2025Q1: 17,836 shares; 2025Q2: 17,652 shares; 2025Q3: 17,418 shares 17,418 $1.19M 0.18% -234 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,794 shares; 2024Q4: 10,082 shares; 2025Q1: 10,067 shares; 2025Q2: 9,924 shares; 2025Q3: 9,859 shares 9,859 $1.19M 0.18% -65 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,460 shares; 2025Q1: 1,482 shares; 2025Q2: 1,484 shares; 2025Q3: 1,475 shares 1,475 $1.14M 0.17% -9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,109 shares; 2024Q4: 10,494 shares; 2025Q1: 8,376 shares; 2025Q2: 7,831 shares; 2025Q3: 7,858 shares 7,858 $1.14M 0.17% +27 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,857 shares; 2024Q4: 7,830 shares; 2025Q1: 7,955 shares; 2025Q2: 8,002 shares; 2025Q3: 8,003 shares 8,003 $1.13M 0.17% +1 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,844 shares; 2024Q4: 20,410 shares; 2025Q1: 19,641 shares; 2025Q2: 16,207 shares; 2025Q3: 17,258 shares 17,258 $1.13M 0.17% +1,051 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,644 shares; 2025Q1: not reported; 2025Q2: 30,488 shares; 2025Q3: 11,210 shares 11,210 $1.12M 0.17% -19,278 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,487 shares; 2025Q1: 2,338 shares; 2025Q2: 2,314 shares; 2025Q3: 2,316 shares 2,316 $1.1M 0.17% +2 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,642 shares; 2024Q4: 15,606 shares; 2025Q1: 13,893 shares; 2025Q2: 11,681 shares; 2025Q3: 8,835 shares 8,835 $1.09M 0.16% -2,846 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,868 shares; 2024Q4: 27,460 shares; 2025Q1: 27,014 shares; 2025Q2: 27,039 shares; 2025Q3: 26,873 shares 26,873 $1.09M 0.16% -166 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,244 shares; 2024Q4: 7,090 shares; 2025Q1: 6,783 shares; 2025Q2: 6,628 shares; 2025Q3: 6,588 shares 6,588 $1.07M 0.16% -40 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,661 shares; 2024Q4: 8,548 shares; 2025Q1: 8,420 shares; 2025Q2: 8,400 shares; 2025Q3: 8,410 shares 8,410 $1.04M 0.16% +10 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,625 shares; 2024Q4: 40,271 shares; 2025Q1: 45,292 shares; 2025Q2: 41,473 shares; 2025Q3: 40,647 shares 40,647 $1.04M 0.16% -826 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,925 shares; 2025Q1: 1,812 shares; 2025Q2: 1,739 shares; 2025Q3: 1,516 shares 1,516 $1.04M 0.16% -223 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 7,358 shares; 2025Q1: 7,453 shares; 2025Q2: 7,487 shares; 2025Q3: 7,448 shares 7,448 $1.03M 0.16% -39 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 3,875 shares; 2025Q1: 3,905 shares; 2025Q2: 3,725 shares; 2025Q3: 4,353 shares 4,353 $1.03M 0.16% +628 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,474 shares; 2024Q4: 7,453 shares; 2025Q1: 10,533 shares; 2025Q2: 12,483 shares; 2025Q3: 11,843 shares 11,843 $993K 0.15% -640 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,028 shares; 2025Q1: 3,651 shares; 2025Q2: 3,601 shares; 2025Q3: 3,619 shares 3,619 $991K 0.15% +18 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: 3,453 shares; 2025Q1: 3,348 shares; 2025Q2: 3,268 shares; 2025Q3: 3,249 shares 3,249 $987K 0.15% -19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,456 shares; 2024Q4: 36,625 shares; 2025Q1: 35,661 shares; 2025Q2: 35,921 shares; 2025Q3: 34,737 shares 34,737 $981K 0.15% -1,184 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,721 shares; 2024Q4: 15,353 shares; 2025Q1: 14,651 shares; 2025Q2: 14,622 shares; 2025Q3: 14,601 shares 14,601 $968K 0.15% -21 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,510 shares; 2025Q1: 3,930 shares; 2025Q2: 4,306 shares; 2025Q3: 5,174 shares 5,174 $944K 0.14% +868 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,722 shares; 2024Q4: 9,397 shares; 2025Q1: 9,160 shares; 2025Q2: 10,206 shares; 2025Q3: 9,272 shares 9,272 $941K 0.14% -934 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,443 shares; 2025Q1: 1,329 shares; 2025Q2: 1,293 shares; 2025Q3: 1,226 shares 1,226 $936K 0.14% -67 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,888 shares; 2025Q1: 2,852 shares; 2025Q2: 3,272 shares; 2025Q3: 3,254 shares 3,254 $918K 0.14% -18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 4,751 shares; 2025Q1: 4,631 shares; 2025Q2: 4,598 shares; 2025Q3: 4,533 shares 4,533 $911K 0.14% -65 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 4,069 shares; 2025Q1: 3,616 shares; 2025Q2: 3,618 shares; 2025Q3: 3,744 shares 3,744 $906K 0.14% +126 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,921 shares; 2025Q1: 1,889 shares; 2025Q2: 1,904 shares; 2025Q3: 1,890 shares 1,890 $902K 0.14% -14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,200 shares; 2025Q1: 1,265 shares; 2025Q2: 1,419 shares; 2025Q3: 1,469 shares 1,469 $882K 0.13% +50 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,461 shares; 2025Q1: 3,153 shares; 2025Q2: 3,129 shares; 2025Q3: 3,152 shares 3,152 $881K 0.13% +23 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,026 shares; 2025Q3: 33,823 shares 33,823 $855K 0.13% +19,797 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,064 shares; 2024Q4: 23,976 shares; 2025Q1: 23,976 shares; 2025Q2: 23,976 shares; 2025Q3: 23,976 shares 23,976 $839K 0.13% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,713 shares; 2024Q4: 19,493 shares; 2025Q1: 18,896 shares; 2025Q2: 18,773 shares; 2025Q3: 18,807 shares 18,807 $827K 0.12% +34 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 4,240 shares; 2025Q1: 4,135 shares; 2025Q2: 4,136 shares; 2025Q3: 3,812 shares 3,812 $822K 0.12% -324 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,522 shares; 2025Q1: 3,099 shares; 2025Q2: 3,042 shares; 2025Q3: 3,243 shares 3,243 $816K 0.12% +201 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,034 shares; 2024Q4: 46,040 shares; 2025Q1: 46,034 shares; 2025Q2: 47,034 shares; 2025Q3: 47,034 shares 47,034 $807K 0.12% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 607 shares; 2025Q1: 620 shares; 2025Q2: 727 shares; 2025Q3: 643 shares 643 $771K 0.12% -84 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,867 shares; 2025Q3: 10,059 shares 10,059 $761K 0.11% +7,192 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,186 shares; 2025Q1: 1,307 shares; 2025Q2: 2,129 shares; 2025Q3: 2,963 shares 2,963 $760K 0.11% +834 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 5,197 shares; 2025Q1: 6,647 shares; 2025Q2: 5,991 shares; 2025Q3: 5,139 shares 5,139 $752K 0.11% -852 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 4,634 shares; 2025Q1: 4,671 shares; 2025Q2: 5,091 shares; 2025Q3: 5,133 shares 5,133 $748K 0.11% +42 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 5,512 shares; 2025Q1: 5,042 shares; 2025Q2: 4,955 shares; 2025Q3: 5,010 shares 5,010 $739K 0.11% +55 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 1,961 shares; 2025Q1: 2,002 shares; 2025Q2: 2,152 shares; 2025Q3: 2,159 shares 2,159 $736K 0.11% +7 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 4,355 shares; 2025Q1: 4,347 shares; 2025Q2: 3,849 shares; 2025Q3: 3,822 shares 3,822 $735K 0.11% -27 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,117 shares; 2025Q1: 3,439 shares; 2025Q2: 3,219 shares; 2025Q3: 3,601 shares 3,601 $726K 0.11% +382 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 765 shares; 2025Q1: 750 shares; 2025Q2: 804 shares; 2025Q3: 783 shares 783 $725K 0.11% -21 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,324 shares; 2025Q3: 7,270 shares 7,270 $710K 0.11% -54 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,110 shares; 2025Q1: 4,137 shares; 2025Q2: 4,218 shares; 2025Q3: 4,152 shares 4,152 $695K 0.1% -66 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,780 shares; 2025Q3: 6,741 shares 6,741 $687K 0.1% +1,961 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,063 shares; 2025Q1: 2,002 shares; 2025Q2: 2,011 shares; 2025Q3: 2,044 shares 2,044 $679K 0.1% +33 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,705 shares; 2025Q1: 6,911 shares; 2025Q2: 6,887 shares; 2025Q3: 7,478 shares 7,478 $665K 0.1% +591 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,796 shares; 2024Q4: 6,641 shares; 2025Q1: 6,059 shares; 2025Q2: 6,363 shares; 2025Q3: 6,139 shares 6,139 $633K 0.1% -224 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,798 shares; 2025Q1: 1,719 shares; 2025Q2: 2,046 shares; 2025Q3: 1,831 shares 1,831 $632K 0.1% -215 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,448 shares; 2024Q4: 10,510 shares; 2025Q1: 9,532 shares; 2025Q2: 9,035 shares; 2025Q3: 7,470 shares 7,470 $628K 0.09% -1,565 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,831 shares; 2024Q4: 12,624 shares; 2025Q1: 11,753 shares; 2025Q2: 12,104 shares; 2025Q3: 12,009 shares 12,009 $620K 0.09% -95 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,223 shares; 2025Q1: 2,528 shares; 2025Q2: 8,691 shares; 2025Q3: 8,950 shares 8,950 $616K 0.09% +259 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 6,451 shares; 2025Q1: 6,134 shares; 2025Q2: 6,456 shares; 2025Q3: 6,479 shares 6,479 $614K 0.09% +23 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,552 shares; 2024Q4: 5,408 shares; 2025Q1: 5,286 shares; 2025Q2: 5,304 shares; 2025Q3: 5,272 shares 5,272 $604K 0.09% -32 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,605 shares; 2025Q2: 15,796 shares; 2025Q3: 22,159 shares 22,159 $595K 0.09% +6,363 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 7,955 shares; 2025Q1: 6,380 shares; 2025Q2: 6,382 shares; 2025Q3: 6,369 shares 6,369 $594K 0.09% -13 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 8,414 shares; 2025Q1: 8,079 shares; 2025Q2: 8,109 shares; 2025Q3: 8,052 shares 8,052 $543K 0.08% -57 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,047 shares; 2025Q1: 2,018 shares; 2025Q2: 1,968 shares; 2025Q3: 1,974 shares 1,974 $538K 0.08% +6 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,091 shares; 2024Q4: 15,804 shares; 2025Q1: 10,160 shares; 2025Q2: 10,104 shares; 2025Q3: 10,050 shares 10,050 $537K 0.08% -54 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,527 shares; 2025Q1: 1,645 shares; 2025Q2: 1,472 shares; 2025Q3: 1,215 shares 1,215 $513K 0.08% -257 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,016 shares; 2024Q4: 5,460 shares; 2025Q1: 5,570 shares; 2025Q2: 5,385 shares; 2025Q3: 5,376 shares 5,376 $512K 0.08% -9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 629 shares; 2025Q1: 652 shares; 2025Q2: 644 shares; 2025Q3: 637 shares 637 $507K 0.08% -7 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,502 shares; 2024Q4: 5,313 shares; 2025Q1: 6,097 shares; 2025Q2: 6,391 shares; 2025Q3: 6,597 shares 6,597 $505K 0.08% +206 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,957 shares 18,957 $501K 0.08% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,767 shares; 2025Q1: 3,641 shares; 2025Q2: 3,702 shares; 2025Q3: 3,664 shares 3,664 $491K 0.07% -38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 4,033 shares; 2025Q1: 3,948 shares; 2025Q2: 4,240 shares; 2025Q3: 4,224 shares 4,224 $484K 0.07% -16 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,236 shares; 2025Q1: 1,404 shares; 2025Q2: 1,460 shares; 2025Q3: 1,452 shares 1,452 $483K 0.07% -8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3,587 shares; 2025Q1: 3,248 shares; 2025Q2: 2,825 shares; 2025Q3: 2,798 shares 2,798 $471K 0.07% -27 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,491 shares; 2024Q4: 19,830 shares; 2025Q1: 15,888 shares; 2025Q2: 17,600 shares; 2025Q3: 16,861 shares 16,861 $470K 0.07% -739 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,878 shares; 2025Q1: 3,407 shares; 2025Q2: 3,494 shares; 2025Q3: 3,498 shares 3,498 $468K 0.07% +4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 5,963 shares; 2025Q1: 5,907 shares; 2025Q2: 5,906 shares; 2025Q3: 5,946 shares 5,946 $449K 0.07% +40 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,595 shares; 2025Q1: 1,567 shares; 2025Q2: 1,568 shares; 2025Q3: 1,498 shares 1,498 $446K 0.07% -70 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,530 shares; 2025Q1: 2,685 shares; 2025Q2: 2,672 shares; 2025Q3: 2,676 shares 2,676 $445K 0.07% +4 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,648 shares; 2025Q1: 1,853 shares; 2025Q2: 2,453 shares; 2025Q3: 2,507 shares 2,507 $445K 0.07% +54 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 3,028 shares; 2025Q1: 3,037 shares; 2025Q2: 3,047 shares; 2025Q3: 3,051 shares 3,051 $434K 0.07% +4 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 2,124 shares; 2025Q1: 1,019 shares; 2025Q2: 876 shares; 2025Q3: 1,186 shares 1,186 $433K 0.07% +310 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,594 shares 1,594 $431K 0.06% new Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,960 shares; 2024Q4: 6,498 shares; 2025Q1: 7,785 shares; 2025Q2: 8,101 shares; 2025Q3: 8,301 shares 8,301 $427K 0.06% +200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 518 shares; 2025Q1: 573 shares; 2025Q2: 694 shares; 2025Q3: 721 shares 721 $423K 0.06% +27 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,471 shares; 2024Q4: 15,268 shares; 2025Q1: 15,554 shares; 2025Q2: 14,832 shares; 2025Q3: 13,373 shares 13,373 $420K 0.06% -1,459 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 2,950 shares; 2025Q1: 3,011 shares; 2025Q2: 2,987 shares; 2025Q3: 2,990 shares 2,990 $420K 0.06% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,167 shares; 2025Q1: 3,906 shares; 2025Q2: 4,007 shares; 2025Q3: 3,971 shares 3,971 $412K 0.06% -36 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,468 shares; 2024Q4: 7,285 shares; 2025Q1: 8,213 shares; 2025Q2: 8,390 shares; 2025Q3: 8,713 shares 8,713 $410K 0.06% +323 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,773 shares; 2025Q1: 2,503 shares; 2025Q2: 2,503 shares; 2025Q3: 2,506 shares 2,506 $398K 0.06% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,228 shares; 2025Q1: 2,083 shares; 2025Q2: 2,030 shares; 2025Q3: 1,883 shares 1,883 $396K 0.06% -147 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,811 shares; 2025Q1: 1,936 shares; 2025Q2: 1,965 shares; 2025Q3: 1,860 shares 1,860 $388K 0.06% -105 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: not reported; 2025Q1: 5,256 shares; 2025Q2: 5,445 shares; 2025Q3: 5,451 shares 5,451 $388K 0.06% +6 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 3,634 shares; 2025Q1: 3,295 shares; 2025Q2: 3,323 shares; 2025Q3: 4,427 shares 4,427 $386K 0.06% +1,104 Timeline MDLV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,710 shares 13,710 $384K 0.06% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,029 shares; 2025Q3: 4,109 shares 4,109 $384K 0.06% +80 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 5,173 shares; 2025Q1: 6,046 shares; 2025Q2: 6,301 shares; 2025Q3: 6,473 shares 6,473 $380K 0.06% +172 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,500 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares 4,725 $378K 0.06% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: not reported; 2025Q1: 2,810 shares; 2025Q2: 2,814 shares; 2025Q3: 2,622 shares 2,622 $377K 0.06% -192 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 6,728 shares; 2025Q1: 6,010 shares; 2025Q2: 5,935 shares; 2025Q3: 5,594 shares 5,594 $375K 0.06% -341 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 2,388 shares; 2025Q1: 3,938 shares; 2025Q2: 4,008 shares; 2025Q3: 3,866 shares 3,866 $373K 0.06% -142 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 299 shares 299 $369K 0.06% 0 DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: not reported; 2025Q1: 3,648 shares; 2025Q2: 3,516 shares; 2025Q3: 3,479 shares 3,479 $360K 0.05% -37 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,659 shares; 2025Q1: 1,819 shares; 2025Q2: 1,778 shares; 2025Q3: 1,755 shares 1,755 $359K 0.05% -23 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 3,861 shares; 2025Q1: 4,125 shares; 2025Q2: 4,539 shares; 2025Q3: 4,224 shares 4,224 $357K 0.05% -315 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,473 shares; 2024Q4: 3,631 shares; 2025Q1: 3,964 shares; 2025Q2: 3,969 shares; 2025Q3: 3,882 shares 3,882 $356K 0.05% -87 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: 3,721 shares; 2025Q1: 3,672 shares; 2025Q2: 3,824 shares; 2025Q3: 4,298 shares 4,298 $355K 0.05% +474 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,250 shares; 2025Q1: 1,241 shares; 2025Q2: 1,242 shares; 2025Q3: 1,200 shares 1,200 $352K 0.05% -42 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,775 shares 4,775 $351K 0.05% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,156 shares; 2025Q2: 2,396 shares; 2025Q3: 2,545 shares 2,545 $351K 0.05% +149 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,395 shares 5,395 $351K 0.05% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 348 shares; 2025Q1: 311 shares; 2025Q2: 303 shares; 2025Q3: 295 shares 295 $344K 0.05% -8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 750 shares; 2025Q1: 901 shares; 2025Q2: 882 shares; 2025Q3: 898 shares 898 $336K 0.05% +16 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,811 shares; 2025Q1: 1,647 shares; 2025Q2: 1,566 shares; 2025Q3: 1,268 shares 1,268 $333K 0.05% -298 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: not reported; 2025Q1: 1,075 shares; 2025Q2: 1,087 shares; 2025Q3: 1,104 shares 1,104 $332K 0.05% +17 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 733 shares; 2025Q1: 850 shares; 2025Q2: 635 shares; 2025Q3: 620 shares 620 $328K 0.05% -15 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,347 shares; 2025Q1: 5,172 shares; 2025Q2: 5,140 shares; 2025Q3: 5,139 shares 5,139 $327K 0.05% -1 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,434 shares; 2025Q1: 1,448 shares; 2025Q2: 1,388 shares; 2025Q3: 1,549 shares 1,549 $320K 0.05% +161 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 991 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,070 shares 1,070 $318K 0.05% +16 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: not reported; 2025Q1: 1,395 shares; 2025Q2: 1,400 shares; 2025Q3: 1,396 shares 1,396 $317K 0.05% -4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,415 shares; 2025Q1: 1,350 shares; 2025Q2: 1,267 shares; 2025Q3: 1,256 shares 1,256 $316K 0.05% -11 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,167 shares; 2025Q2: 2,491 shares; 2025Q3: 2,438 shares 2,438 $313K 0.05% -53 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 3,834 shares; 2025Q1: 4,135 shares; 2025Q2: 4,047 shares; 2025Q3: 4,075 shares 4,075 $313K 0.05% +28 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 737 shares; 2025Q1: 693 shares; 2025Q2: 698 shares; 2025Q3: 681 shares 681 $311K 0.05% -17 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 416 shares; 2025Q1: 365 shares; 2025Q2: 433 shares; 2025Q3: 338 shares 338 $311K 0.05% -95 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,787 shares; 2025Q2: 8,473 shares; 2025Q3: 9,025 shares 9,025 $301K 0.05% +552 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,295 shares; 2025Q1: 3,295 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares 3,295 $296K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,359 shares; 2025Q1: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 2,203 shares 2,203 $289K 0.04% +121 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,206 shares; 2025Q1: 2,050 shares; 2025Q2: 2,054 shares; 2025Q3: 2,058 shares 2,058 $288K 0.04% +4 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 3,069 shares; 2025Q1: 3,559 shares; 2025Q2: 3,258 shares; 2025Q3: 3,045 shares 3,045 $288K 0.04% -213 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,023 shares; 2025Q1: 969 shares; 2025Q2: 968 shares; 2025Q3: 935 shares 935 $288K 0.04% -33 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: not reported; 2025Q1: 4,388 shares; 2025Q2: 4,786 shares; 2025Q3: 4,593 shares 4,593 $287K 0.04% -193 Timeline SPEM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,045 shares; 2025Q2: 6,045 shares; 2025Q3: 6,045 shares 6,045 $283K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 843 shares 843 $277K 0.04% +36 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,281 shares; 2024Q4: 7,298 shares; 2025Q1: 7,284 shares; 2025Q2: 7,312 shares; 2025Q3: 7,390 shares 7,390 $275K 0.04% +78 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,691 shares 1,691 $274K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 3,787 shares; 2025Q1: 2,839 shares; 2025Q2: 2,878 shares; 2025Q3: 2,839 shares 2,839 $271K 0.04% -39 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 908 shares; 2025Q1: 914 shares; 2025Q2: 916 shares; 2025Q3: 920 shares 920 $270K 0.04% +4 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 681 shares; 2025Q1: 996 shares; 2025Q2: 957 shares; 2025Q3: 869 shares 869 $269K 0.04% -88 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 753 shares 753 $268K 0.04% +15 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,736 shares; 2024Q4: 7,249 shares; 2025Q1: 9,140 shares; 2025Q2: 9,077 shares; 2025Q3: 6,148 shares 6,148 $265K 0.04% -2,929 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 618 shares; 2025Q1: 725 shares; 2025Q2: 771 shares; 2025Q3: 654 shares 654 $264K 0.04% -117 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,782 shares; 2025Q3: 3,964 shares 3,964 $262K 0.04% +182 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,677 shares 3,677 $261K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 914 shares; 2025Q1: 906 shares; 2025Q2: 909 shares; 2025Q3: 831 shares 831 $260K 0.04% -78 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: not reported; 2025Q1: 9,577 shares; 2025Q2: 9,965 shares; 2025Q3: 7,659 shares 7,659 $257K 0.04% -2,306 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 2,856 shares; 2025Q1: 2,593 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares 2,593 $250K 0.04% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,418 shares 3,418 $249K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,239 shares; 2025Q3: 2,255 shares 2,255 $246K 0.04% +16 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,506 shares 2,506 $238K 0.04% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,611 shares 2,611 $237K 0.04% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,485 shares; 2025Q2: 2,657 shares; 2025Q3: 2,528 shares 2,528 $236K 0.04% -129 Timeline BOIL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,700 shares 7,700 $231K 0.03% new Timeline BBMC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares 2,215 $230K 0.03% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,282 shares; 2025Q3: 2,323 shares 2,323 $228K 0.03% +41 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,770 shares 2,770 $226K 0.03% new Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 505 shares; 2025Q1: 581 shares; 2025Q2: 734 shares; 2025Q3: 755 shares 755 $226K 0.03% +21 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,197 shares; 2025Q3: 7,197 shares 7,197 $225K 0.03% 0 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: not reported; 2025Q1: 2,044 shares; 2025Q2: 2,115 shares; 2025Q3: 2,029 shares 2,029 $220K 0.03% -86 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,022 shares; 2025Q2: 2,985 shares; 2025Q3: 2,628 shares 2,628 $219K 0.03% -357 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 850 shares; 2025Q1: 795 shares; 2025Q2: 797 shares; 2025Q3: 767 shares 767 $214K 0.03% -30 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,873 shares 2,873 $214K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,502 shares; 2025Q2: not reported; 2025Q3: 754 shares 754 $213K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 801 shares; 2025Q1: 745 shares; 2025Q2: 738 shares; 2025Q3: 748 shares 748 $211K 0.03% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 761 shares; 2025Q3: 732 shares 732 $211K 0.03% -29 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,189 shares 3,189 $211K 0.03% new Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,804 shares 2,804 $210K 0.03% new Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares 5,000 $208K 0.03% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,561 shares; 2025Q1: 1,609 shares; 2025Q2: 1,654 shares; 2025Q3: 1,391 shares 1,391 $207K 0.03% -263 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4,040 shares; 2025Q1: 4,045 shares; 2025Q2: 4,054 shares; 2025Q3: 4,092 shares 4,092 $207K 0.03% +38 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,541 shares; 2025Q2: not reported; 2025Q3: 4,589 shares 4,589 $207K 0.03% new Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares 7,500 $203K 0.03% new Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,574 shares 1,574 $203K 0.03% new Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,249 shares; 2025Q2: 22,216 shares; 2025Q3: 11,065 shares 11,065 $202K 0.03% -11,151 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 619 shares 619 $202K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 672 shares 672 $202K 0.03% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,943 shares 1,943 $201K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 5,643 shares; 2025Q1: 5,875 shares; 2025Q2: 5,347 shares; 2025Q3: 4,460 shares 4,460 $201K 0.03% -887 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares 3,100 $201K 0.03% new Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,500 shares; 2025Q1: 33,500 shares; 2025Q2: 33,500 shares; 2025Q3: 33,500 shares 33,500 $116K 0.02% 0 Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares 32,000 $74.6K 0.01% 0 Timeline OABI OMNIAB INC More: the full row for OMNIAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,081 shares; 2024Q4: 16,081 shares; 2025Q1: 16,081 shares; 2025Q2: 17,281 shares; 2025Q3: 17,281 shares 17,281 $27.6K <0.01% 0 Timeline