SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280,870 shares; 2024Q4: 5,128,931 shares; 2025Q1: 4,788,212 shares; 2025Q2: 5,077,667 shares; 2025Q3: 4,968,190 shares; 2025Q4: 4,922,527 shares 4,922,527 $161M 23.6% -45,663 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: 750,315 shares; 2024Q4: 767,545 shares; 2025Q1: 751,089 shares; 2025Q2: 774,481 shares; 2025Q3: 801,260 shares; 2025Q4: 832,005 shares 832,005 $159M 23.35% +30,745 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: 36,551 shares; 2024Q4: 36,983 shares; 2025Q1: 35,341 shares; 2025Q2: 33,860 shares; 2025Q3: 33,373 shares; 2025Q4: 32,866 shares 32,866 $22.4M 3.29% -507 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: 48,880 shares; 2024Q4: 57,445 shares; 2025Q1: 55,836 shares; 2025Q2: 56,561 shares; 2025Q3: 57,585 shares; 2025Q4: 56,389 shares 56,389 $15.3M 2.25% -1,196 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: 31,152 shares; 2024Q4: 31,436 shares; 2025Q1: 29,121 shares; 2025Q2: 30,850 shares; 2025Q3: 30,812 shares; 2025Q4: 30,322 shares 30,322 $14.8M 2.17% -490 Timeline INTF 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: 405,070 shares; 2024Q4: 404,131 shares; 2025Q1: 366,497 shares; 2025Q2: 341,743 shares; 2025Q3: 336,026 shares; 2025Q4: 343,363 shares 343,363 $13M 1.9% +7,337 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: 1,183 shares; 2025Q1: 856 shares; 2025Q2: 21,391 shares; 2025Q3: 21,492 shares; 2025Q4: 18,185 shares 18,185 $11M 1.61% -3,307 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: 17,340 shares; 2024Q4: 17,338 shares; 2025Q1: 16,127 shares; 2025Q2: 16,108 shares; 2025Q3: 16,097 shares; 2025Q4: 16,055 shares 16,055 $10.1M 1.48% -42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,159 shares; 2024Q4: 33,252 shares; 2025Q1: 31,098 shares; 2025Q2: 31,743 shares; 2025Q3: 31,986 shares; 2025Q4: 31,978 shares 31,978 $9.88M 1.45% -8 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: 23,557 shares; 2024Q4: 22,586 shares; 2025Q1: 21,273 shares; 2025Q2: 21,342 shares; 2025Q3: 21,072 shares; 2025Q4: 20,360 shares 20,360 $9.85M 1.45% -712 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: 20,068 shares; 2024Q4: 19,940 shares; 2025Q1: 21,042 shares; 2025Q2: 32,662 shares; 2025Q3: 32,174 shares; 2025Q4: 34,315 shares 34,315 $8.85M 1.3% +2,141 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,600 shares; 2024Q4: 333,550 shares; 2025Q1: 305,838 shares; 2025Q2: 304,631 shares; 2025Q3: 312,953 shares; 2025Q4: 364,637 shares 364,637 $8.77M 1.29% +51,684 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,116 shares; 2024Q4: 263,883 shares; 2025Q1: 240,315 shares; 2025Q2: 284,817 shares; 2025Q3: 284,537 shares; 2025Q4: 291,573 shares 291,573 $8.63M 1.27% +7,036 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: 22,737 shares; 2024Q4: 35,387 shares; 2025Q1: 32,189 shares; 2025Q2: 34,161 shares; 2025Q3: 27,527 shares; 2025Q4: 26,507 shares 26,507 $8.32M 1.22% -1,020 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: 33,561 shares; 2024Q4: 35,298 shares; 2025Q1: 36,780 shares; 2025Q2: 41,158 shares; 2025Q3: 41,310 shares; 2025Q4: 42,204 shares 42,204 $7.87M 1.16% +894 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,945 shares; 2024Q4: 42,307 shares; 2025Q1: 41,119 shares; 2025Q2: 38,833 shares; 2025Q3: 79,296 shares; 2025Q4: 81,169 shares 81,169 $6.66M 0.98% +1,873 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: 1,745 shares; 2024Q4: 1,829 shares; 2025Q1: 18,454 shares; 2025Q2: 18,476 shares; 2025Q3: 18,729 shares; 2025Q4: 18,639 shares 18,639 $6.25M 0.92% -90 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: 109,768 shares; 2024Q4: 111,208 shares; 2025Q1: 95,755 shares; 2025Q2: 106,066 shares; 2025Q3: 103,649 shares; 2025Q4: 103,929 shares 103,929 $5.59M 0.82% +280 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,343 shares; 2024Q4: 181,438 shares; 2025Q1: 198,502 shares; 2025Q2: 199,610 shares; 2025Q3: 206,865 shares; 2025Q4: 206,932 shares 206,932 $5.57M 0.82% +67 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: 20,018 shares; 2024Q4: 19,700 shares; 2025Q1: 19,798 shares; 2025Q2: 20,529 shares; 2025Q3: 22,820 shares; 2025Q4: 23,273 shares 23,273 $5.37M 0.79% +453 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: 23,739 shares; 2024Q4: 23,090 shares; 2025Q1: 24,237 shares; 2025Q2: 24,108 shares; 2025Q3: 23,578 shares; 2025Q4: 23,876 shares 23,876 $4.94M 0.73% +298 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: 5,617 shares; 2024Q4: 7,085 shares; 2025Q1: 6,299 shares; 2025Q2: 6,307 shares; 2025Q3: 6,188 shares; 2025Q4: 6,149 shares 6,149 $4.21M 0.62% -39 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: 12,404 shares; 2024Q4: 12,702 shares; 2025Q1: 12,616 shares; 2025Q2: 12,610 shares; 2025Q3: 13,378 shares; 2025Q4: 13,345 shares 13,345 $4.18M 0.61% -33 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,184 shares; 2024Q4: 97,599 shares; 2025Q1: 91,304 shares; 2025Q2: 88,774 shares; 2025Q3: 89,102 shares; 2025Q4: 90,848 shares 90,848 $4.13M 0.61% +1,746 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: 35,625 shares; 2024Q4: 53,266 shares; 2025Q1: 36,936 shares; 2025Q2: 37,564 shares; 2025Q3: 38,368 shares; 2025Q4: 39,831 shares 39,831 $3.82M 0.56% +1,463 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,730 shares; 2024Q4: 84,125 shares; 2025Q1: 103,320 shares; 2025Q2: 121,310 shares; 2025Q3: 127,295 shares; 2025Q4: 143,272 shares 143,272 $3.76M 0.55% +15,977 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: 29,005 shares; 2024Q4: 30,055 shares; 2025Q1: 30,474 shares; 2025Q2: 103,671 shares; 2025Q3: 33,896 shares; 2025Q4: 34,014 shares 34,014 $3.64M 0.54% +118 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: 6,375 shares; 2024Q4: 6,409 shares; 2025Q1: 6,343 shares; 2025Q2: 6,427 shares; 2025Q3: 6,407 shares; 2025Q4: 6,395 shares 6,395 $3.21M 0.47% -12 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: 10,644 shares; 2024Q4: 10,425 shares; 2025Q1: 9,009 shares; 2025Q2: 8,993 shares; 2025Q3: 8,914 shares; 2025Q4: 8,919 shares 8,919 $3.13M 0.46% +5 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: 34,541 shares; 2024Q4: 35,954 shares; 2025Q1: 45,654 shares; 2025Q2: 44,549 shares; 2025Q3: 46,709 shares; 2025Q4: 46,167 shares 46,167 $2.88M 0.42% -542 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,030 shares; 2024Q4: 13,802 shares; 2025Q1: 13,460 shares; 2025Q2: 13,785 shares; 2025Q3: 14,387 shares; 2025Q4: 14,074 shares 14,074 $2.8M 0.41% -313 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,883 shares; 2025Q3: 41,016 shares; 2025Q4: 41,032 shares 41,032 $2.79M 0.41% +16 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: 5,278 shares; 2024Q4: 5,855 shares; 2025Q1: 5,776 shares; 2025Q2: 5,763 shares; 2025Q3: 13,928 shares; 2025Q4: 13,893 shares 13,893 $2.71M 0.4% -35 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,313 shares; 2024Q4: 36,550 shares; 2025Q1: 37,854 shares; 2025Q2: 66,336 shares; 2025Q3: 87,574 shares; 2025Q4: 94,581 shares 94,581 $2.59M 0.38% +7,007 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: 4,932 shares; 2024Q4: 4,564 shares; 2025Q1: 5,046 shares; 2025Q2: 4,936 shares; 2025Q3: 5,145 shares; 2025Q4: 5,381 shares 5,381 $2.42M 0.36% +236 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: 36,507 shares; 2024Q4: 35,751 shares; 2025Q1: 31,665 shares; 2025Q2: 35,623 shares; 2025Q3: 36,395 shares; 2025Q4: 34,964 shares 34,964 $2.35M 0.35% -1,431 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: 7,641 shares; 2024Q4: 7,584 shares; 2025Q1: 7,229 shares; 2025Q2: 7,203 shares; 2025Q3: 7,011 shares; 2025Q4: 7,251 shares 7,251 $2.34M 0.34% +240 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,499 shares; 2024Q4: 6,049 shares; 2025Q1: 5,727 shares; 2025Q2: 5,537 shares; 2025Q3: 5,554 shares; 2025Q4: 6,054 shares 6,054 $2.1M 0.31% +500 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: 15,071 shares; 2024Q4: 17,000 shares; 2025Q1: 16,673 shares; 2025Q2: 16,472 shares; 2025Q3: 16,139 shares; 2025Q4: 13,947 shares 13,947 $2M 0.29% -2,192 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: 14,290 shares; 2024Q4: 13,177 shares; 2025Q1: 13,322 shares; 2025Q2: 15,068 shares; 2025Q3: 16,061 shares; 2025Q4: 16,614 shares 16,614 $2M 0.29% +553 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: 3,765 shares; 2024Q4: 3,757 shares; 2025Q1: 3,431 shares; 2025Q2: 3,393 shares; 2025Q3: 3,501 shares; 2025Q4: 3,452 shares 3,452 $1.97M 0.29% -49 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: 2,806 shares; 2024Q4: 2,805 shares; 2025Q1: 2,824 shares; 2025Q2: 2,938 shares; 2025Q3: 3,023 shares; 2025Q4: 2,973 shares 2,973 $1.96M 0.29% -50 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 2,963 shares; 2025Q1: 3,017 shares; 2025Q2: 3,372 shares; 2025Q3: 3,510 shares; 2025Q4: 3,372 shares 3,372 $1.95M 0.29% -138 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: 20,223 shares; 2024Q4: 19,269 shares; 2025Q1: 18,869 shares; 2025Q2: 19,525 shares; 2025Q3: 17,307 shares; 2025Q4: 18,062 shares 18,062 $1.9M 0.28% +755 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 7,782 shares; 2025Q1: 7,245 shares; 2025Q2: 7,235 shares; 2025Q3: 6,743 shares; 2025Q4: 6,861 shares 6,861 $1.82M 0.27% +118 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: 3,771 shares; 2024Q4: 3,841 shares; 2025Q1: 3,611 shares; 2025Q2: 3,630 shares; 2025Q3: 3,747 shares; 2025Q4: 3,681 shares 3,681 $1.78M 0.26% -66 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 5,036 shares; 2025Q1: 2,609 shares; 2025Q2: 2,719 shares; 2025Q3: 3,435 shares; 2025Q4: 3,674 shares 3,674 $1.74M 0.26% +239 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,267 shares; 2024Q4: 22,743 shares; 2025Q1: 25,853 shares; 2025Q2: 46,227 shares; 2025Q3: 44,104 shares; 2025Q4: 44,333 shares 44,333 $1.73M 0.25% +229 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,891 shares; 2024Q4: 91,145 shares; 2025Q1: 95,052 shares; 2025Q2: 106,286 shares; 2025Q3: 65,563 shares; 2025Q4: 67,095 shares 67,095 $1.67M 0.25% +1,532 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: 6,876 shares; 2024Q4: 6,401 shares; 2025Q1: 5,759 shares; 2025Q2: 5,754 shares; 2025Q3: 5,486 shares; 2025Q4: 5,494 shares 5,494 $1.63M 0.24% +8 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: 12,379 shares; 2024Q4: 11,702 shares; 2025Q1: 11,583 shares; 2025Q2: 11,981 shares; 2025Q3: 12,361 shares; 2025Q4: 13,263 shares 13,263 $1.6M 0.23% +902 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,867 shares; 2025Q3: 10,059 shares; 2025Q4: 21,022 shares 21,022 $1.59M 0.23% +10,963 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,118 shares; 2024Q4: 5,765 shares; 2025Q1: 6,710 shares; 2025Q2: 6,313 shares; 2025Q3: 6,564 shares; 2025Q4: 6,538 shares 6,538 $1.5M 0.22% -26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 10,713 shares; 2025Q1: 24,654 shares; 2025Q2: 73,570 shares; 2025Q3: 55,856 shares; 2025Q4: 48,566 shares 48,566 $1.46M 0.21% -7,290 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,767 shares; 2024Q4: 48,022 shares; 2025Q1: 48,637 shares; 2025Q2: 54,861 shares; 2025Q3: 52,230 shares; 2025Q4: 52,515 shares 52,515 $1.44M 0.21% +285 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: 2,992 shares; 2024Q4: 2,934 shares; 2025Q1: 2,705 shares; 2025Q2: 2,684 shares; 2025Q3: 2,666 shares; 2025Q4: 2,634 shares 2,634 $1.38M 0.2% -32 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: 6,160 shares; 2024Q4: 6,202 shares; 2025Q1: 5,980 shares; 2025Q2: 5,567 shares; 2025Q3: 5,634 shares; 2025Q4: 5,811 shares 5,811 $1.33M 0.2% +177 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: 19,171 shares; 2024Q4: 19,098 shares; 2025Q1: 17,836 shares; 2025Q2: 17,652 shares; 2025Q3: 17,418 shares; 2025Q4: 16,995 shares 16,995 $1.31M 0.19% -423 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,695 shares; 2024Q4: 6,758 shares; 2025Q1: 5,534 shares; 2025Q2: 5,896 shares; 2025Q3: 5,959 shares; 2025Q4: 5,951 shares 5,951 $1.25M 0.18% -8 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,443 shares; 2025Q1: 1,329 shares; 2025Q2: 1,293 shares; 2025Q3: 1,226 shares; 2025Q4: 1,159 shares 1,159 $1.25M 0.18% -67 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: 9,219 shares; 2024Q4: 8,462 shares; 2025Q1: 8,521 shares; 2025Q2: 8,138 shares; 2025Q3: 7,890 shares; 2025Q4: 8,037 shares 8,037 $1.22M 0.18% +147 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,460 shares; 2025Q1: 1,482 shares; 2025Q2: 1,484 shares; 2025Q3: 1,475 shares; 2025Q4: 1,479 shares 1,479 $1.21M 0.18% +4 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: 8,794 shares; 2024Q4: 10,082 shares; 2025Q1: 10,067 shares; 2025Q2: 9,924 shares; 2025Q3: 9,859 shares; 2025Q4: 9,824 shares 9,824 $1.21M 0.18% -35 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: 11,109 shares; 2024Q4: 10,494 shares; 2025Q1: 8,376 shares; 2025Q2: 7,831 shares; 2025Q3: 7,858 shares; 2025Q4: 7,871 shares 7,871 $1.21M 0.18% +13 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: 1,930 shares; 2024Q4: 1,921 shares; 2025Q1: 1,889 shares; 2025Q2: 1,904 shares; 2025Q3: 1,890 shares; 2025Q4: 2,104 shares 2,104 $1.21M 0.18% +214 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: 7,244 shares; 2024Q4: 7,090 shares; 2025Q1: 6,783 shares; 2025Q2: 6,628 shares; 2025Q3: 6,588 shares; 2025Q4: 7,290 shares 7,290 $1.17M 0.17% +702 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: 7,857 shares; 2024Q4: 7,830 shares; 2025Q1: 7,955 shares; 2025Q2: 8,002 shares; 2025Q3: 8,003 shares; 2025Q4: 8,004 shares 8,004 $1.15M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,844 shares; 2024Q4: 20,410 shares; 2025Q1: 19,641 shares; 2025Q2: 16,207 shares; 2025Q3: 17,258 shares; 2025Q4: 17,291 shares 17,291 $1.14M 0.17% +33 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: 7,474 shares; 2024Q4: 7,453 shares; 2025Q1: 10,533 shares; 2025Q2: 12,483 shares; 2025Q3: 11,843 shares; 2025Q4: 11,772 shares 11,772 $1.1M 0.16% -71 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: 9,722 shares; 2024Q4: 9,397 shares; 2025Q1: 9,160 shares; 2025Q2: 10,206 shares; 2025Q3: 9,272 shares; 2025Q4: 9,296 shares 9,296 $1.08M 0.16% +24 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: 2,875 shares; 2024Q4: 2,888 shares; 2025Q1: 2,852 shares; 2025Q2: 3,272 shares; 2025Q3: 3,254 shares; 2025Q4: 3,282 shares 3,282 $1.07M 0.16% +28 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: 15,721 shares; 2024Q4: 15,353 shares; 2025Q1: 14,651 shares; 2025Q2: 14,622 shares; 2025Q3: 14,601 shares; 2025Q4: 15,266 shares 15,266 $1.07M 0.16% +665 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: 3,413 shares; 2024Q4: 3,453 shares; 2025Q1: 3,348 shares; 2025Q2: 3,268 shares; 2025Q3: 3,249 shares; 2025Q4: 3,465 shares 3,465 $1.06M 0.16% +216 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: 8,661 shares; 2024Q4: 8,548 shares; 2025Q1: 8,420 shares; 2025Q2: 8,400 shares; 2025Q3: 8,410 shares; 2025Q4: 8,827 shares 8,827 $1.03M 0.15% +417 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: 3,039 shares; 2024Q4: 3,020 shares; 2025Q1: 2,994 shares; 2025Q2: 3,060 shares; 2025Q3: 2,951 shares; 2025Q4: 2,948 shares 2,948 $1.01M 0.15% -3 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,642 shares; 2024Q4: 15,606 shares; 2025Q1: 13,893 shares; 2025Q2: 11,681 shares; 2025Q3: 8,835 shares; 2025Q4: 7,478 shares 7,478 $1.01M 0.15% -1,357 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: 1,992 shares; 2024Q4: 1,925 shares; 2025Q1: 1,812 shares; 2025Q2: 1,739 shares; 2025Q3: 1,516 shares; 2025Q4: 1,520 shares 1,520 $1.01M 0.15% +4 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,510 shares; 2025Q1: 3,930 shares; 2025Q2: 4,306 shares; 2025Q3: 5,174 shares; 2025Q4: 5,611 shares 5,611 $997K 0.15% +437 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,868 shares; 2024Q4: 27,460 shares; 2025Q1: 27,014 shares; 2025Q2: 27,039 shares; 2025Q3: 26,873 shares; 2025Q4: 26,162 shares 26,162 $996K 0.15% -711 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: 4,227 shares; 2024Q4: 3,875 shares; 2025Q1: 3,905 shares; 2025Q2: 3,725 shares; 2025Q3: 4,353 shares; 2025Q4: 4,265 shares 4,265 $987K 0.14% -88 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: 5,416 shares; 2024Q4: 4,751 shares; 2025Q1: 4,631 shares; 2025Q2: 4,598 shares; 2025Q3: 4,533 shares; 2025Q4: 4,700 shares 4,700 $981K 0.14% +167 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,026 shares; 2025Q3: 33,823 shares; 2025Q4: 37,292 shares 37,292 $950K 0.14% +3,469 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,028 shares; 2025Q1: 3,651 shares; 2025Q2: 3,601 shares; 2025Q3: 3,619 shares; 2025Q4: 3,613 shares 3,613 $948K 0.14% -6 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: 2,477 shares; 2024Q4: 2,487 shares; 2025Q1: 2,338 shares; 2025Q2: 2,314 shares; 2025Q3: 2,316 shares; 2025Q4: 2,219 shares 2,219 $946K 0.14% -97 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,605 shares; 2025Q2: 15,796 shares; 2025Q3: 22,159 shares; 2025Q4: 35,360 shares 35,360 $943K 0.14% +13,201 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,064 shares; 2024Q4: 23,976 shares; 2025Q1: 23,976 shares; 2025Q2: 23,976 shares; 2025Q3: 23,976 shares; 2025Q4: 20,326 shares 20,326 $941K 0.14% -3,650 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,522 shares; 2025Q1: 3,099 shares; 2025Q2: 3,042 shares; 2025Q3: 3,243 shares; 2025Q4: 4,027 shares 4,027 $901K 0.13% +784 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: not reported; 2024Q4: 6,644 shares; 2025Q1: not reported; 2025Q2: 30,488 shares; 2025Q3: 11,210 shares; 2025Q4: 8,918 shares 8,918 $891K 0.13% -2,292 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: 37,456 shares; 2024Q4: 36,625 shares; 2025Q1: 35,661 shares; 2025Q2: 35,921 shares; 2025Q3: 34,737 shares; 2025Q4: 35,012 shares 35,012 $870K 0.13% +275 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: 3,227 shares; 2024Q4: 4,069 shares; 2025Q1: 3,616 shares; 2025Q2: 3,618 shares; 2025Q3: 3,744 shares; 2025Q4: 3,475 shares 3,475 $856K 0.13% -269 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: 4,093 shares; 2024Q4: 4,240 shares; 2025Q1: 4,135 shares; 2025Q2: 4,136 shares; 2025Q3: 3,812 shares; 2025Q4: 3,888 shares 3,888 $855K 0.13% +76 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: 4,111 shares; 2024Q4: 4,110 shares; 2025Q1: 4,137 shares; 2025Q2: 4,218 shares; 2025Q3: 4,152 shares; 2025Q4: 4,485 shares 4,485 $823K 0.12% +333 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,461 shares; 2025Q1: 3,153 shares; 2025Q2: 3,129 shares; 2025Q3: 3,152 shares; 2025Q4: 3,243 shares 3,243 $788K 0.12% +91 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,034 shares; 2024Q4: 46,040 shares; 2025Q1: 46,034 shares; 2025Q2: 47,034 shares; 2025Q3: 47,034 shares; 2025Q4: 47,034 shares 47,034 $776K 0.11% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 4,634 shares; 2025Q1: 4,671 shares; 2025Q2: 5,091 shares; 2025Q3: 5,133 shares; 2025Q4: 5,160 shares 5,160 $767K 0.11% +27 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,200 shares; 2025Q1: 1,265 shares; 2025Q2: 1,419 shares; 2025Q3: 1,469 shares; 2025Q4: 1,242 shares 1,242 $763K 0.11% -227 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: 20,713 shares; 2024Q4: 19,493 shares; 2025Q1: 18,896 shares; 2025Q2: 18,773 shares; 2025Q3: 18,807 shares; 2025Q4: 18,720 shares 18,720 $762K 0.11% -87 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: 2,068 shares; 2024Q4: 2,063 shares; 2025Q1: 2,002 shares; 2025Q2: 2,011 shares; 2025Q3: 2,044 shares; 2025Q4: 2,029 shares 2,029 $751K 0.11% -15 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: 2,060 shares; 2024Q4: 1,961 shares; 2025Q1: 2,002 shares; 2025Q2: 2,152 shares; 2025Q3: 2,159 shares; 2025Q4: 2,166 shares 2,166 $729K 0.11% +7 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: 54,625 shares; 2024Q4: 40,271 shares; 2025Q1: 45,292 shares; 2025Q2: 41,473 shares; 2025Q3: 40,647 shares; 2025Q4: 28,855 shares 28,855 $718K 0.11% -11,792 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,324 shares; 2025Q3: 7,270 shares; 2025Q4: 7,387 shares 7,387 $704K 0.1% +117 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,780 shares; 2025Q3: 6,741 shares; 2025Q4: 6,741 shares 6,741 $685K 0.1% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 5,512 shares; 2025Q1: 5,042 shares; 2025Q2: 4,955 shares; 2025Q3: 5,010 shares; 2025Q4: 5,015 shares 5,015 $683K 0.1% +5 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: 6,705 shares; 2024Q4: 6,705 shares; 2025Q1: 6,911 shares; 2025Q2: 6,887 shares; 2025Q3: 7,478 shares; 2025Q4: 7,618 shares 7,618 $681K 0.1% +140 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: 6,796 shares; 2024Q4: 6,641 shares; 2025Q1: 6,059 shares; 2025Q2: 6,363 shares; 2025Q3: 6,139 shares; 2025Q4: 6,100 shares 6,100 $680K 0.1% -39 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: 772 shares; 2024Q4: 765 shares; 2025Q1: 750 shares; 2025Q2: 804 shares; 2025Q3: 783 shares; 2025Q4: 780 shares 780 $673K 0.1% -3 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: 12,831 shares; 2024Q4: 12,624 shares; 2025Q1: 11,753 shares; 2025Q2: 12,104 shares; 2025Q3: 12,009 shares; 2025Q4: 11,878 shares 11,878 $653K 0.1% -131 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 2,950 shares; 2025Q1: 3,011 shares; 2025Q2: 2,987 shares; 2025Q3: 2,990 shares; 2025Q4: 4,447 shares 4,447 $638K 0.09% +1,457 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: 1,213 shares; 2024Q4: 1,186 shares; 2025Q1: 1,307 shares; 2025Q2: 2,129 shares; 2025Q3: 2,963 shares; 2025Q4: 2,907 shares 2,907 $631K 0.09% -56 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,527 shares; 2025Q1: 1,645 shares; 2025Q2: 1,472 shares; 2025Q3: 1,215 shares; 2025Q4: 1,207 shares 1,207 $616K 0.09% -8 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 7,358 shares; 2025Q1: 7,453 shares; 2025Q2: 7,487 shares; 2025Q3: 7,448 shares; 2025Q4: 7,468 shares 7,468 $605K 0.09% +20 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,448 shares; 2024Q4: 10,510 shares; 2025Q1: 9,532 shares; 2025Q2: 9,035 shares; 2025Q3: 7,470 shares; 2025Q4: 7,489 shares 7,489 $595K 0.09% +19 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 607 shares; 2025Q1: 620 shares; 2025Q2: 727 shares; 2025Q3: 643 shares; 2025Q4: 6,338 shares 6,338 $594K 0.09% +5,695 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,878 shares; 2025Q1: 3,407 shares; 2025Q2: 3,494 shares; 2025Q3: 3,498 shares; 2025Q4: 3,463 shares 3,463 $593K 0.09% -35 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 7,955 shares; 2025Q1: 6,380 shares; 2025Q2: 6,382 shares; 2025Q3: 6,369 shares; 2025Q4: 6,375 shares 6,375 $589K 0.09% +6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,223 shares; 2025Q1: 2,528 shares; 2025Q2: 8,691 shares; 2025Q3: 8,950 shares; 2025Q4: 9,112 shares 9,112 $586K 0.09% +162 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,552 shares; 2024Q4: 5,408 shares; 2025Q1: 5,286 shares; 2025Q2: 5,304 shares; 2025Q3: 5,272 shares; 2025Q4: 5,348 shares 5,348 $564K 0.08% +76 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: 6,562 shares; 2024Q4: 6,451 shares; 2025Q1: 6,134 shares; 2025Q2: 6,456 shares; 2025Q3: 6,479 shares; 2025Q4: 6,457 shares 6,457 $563K 0.08% -22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,236 shares; 2025Q1: 1,404 shares; 2025Q2: 1,460 shares; 2025Q3: 1,452 shares; 2025Q4: 1,570 shares 1,570 $561K 0.08% +118 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: 622 shares; 2024Q4: 629 shares; 2025Q1: 652 shares; 2025Q2: 644 shares; 2025Q3: 637 shares; 2025Q4: 633 shares 633 $556K 0.08% -4 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: 1,924 shares; 2024Q4: 1,798 shares; 2025Q1: 1,719 shares; 2025Q2: 2,046 shares; 2025Q3: 1,831 shares; 2025Q4: 1,671 shares 1,671 $551K 0.08% -160 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: not reported; 2025Q2: not reported; 2025Q3: 1,594 shares; 2025Q4: 1,967 shares 1,967 $537K 0.08% +373 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,016 shares; 2024Q4: 5,460 shares; 2025Q1: 5,570 shares; 2025Q2: 5,385 shares; 2025Q3: 5,376 shares; 2025Q4: 5,569 shares 5,569 $535K 0.08% +193 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 4,355 shares; 2025Q1: 4,347 shares; 2025Q2: 3,849 shares; 2025Q3: 3,822 shares; 2025Q4: 2,978 shares 2,978 $523K 0.08% -844 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,117 shares; 2025Q1: 3,439 shares; 2025Q2: 3,219 shares; 2025Q3: 3,601 shares; 2025Q4: 2,810 shares 2,810 $521K 0.08% -791 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 8,414 shares; 2025Q1: 8,079 shares; 2025Q2: 8,109 shares; 2025Q3: 8,052 shares; 2025Q4: 7,954 shares 7,954 $517K 0.08% -98 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,491 shares; 2024Q4: 19,830 shares; 2025Q1: 15,888 shares; 2025Q2: 17,600 shares; 2025Q3: 16,861 shares; 2025Q4: 18,080 shares 18,080 $515K 0.08% +1,219 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,957 shares; 2025Q4: 19,492 shares 19,492 $510K 0.07% +535 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: 804 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 843 shares; 2025Q4: 1,396 shares 1,396 $493K 0.07% +553 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,091 shares; 2024Q4: 15,804 shares; 2025Q1: 10,160 shares; 2025Q2: 10,104 shares; 2025Q3: 10,050 shares; 2025Q4: 8,927 shares 8,927 $488K 0.07% -1,123 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: 6,005 shares; 2024Q4: 5,963 shares; 2025Q1: 5,907 shares; 2025Q2: 5,906 shares; 2025Q3: 5,946 shares; 2025Q4: 6,052 shares 6,052 $486K 0.07% +106 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: 6,320 shares; 2024Q4: 5,197 shares; 2025Q1: 6,647 shares; 2025Q2: 5,991 shares; 2025Q3: 5,139 shares; 2025Q4: 3,852 shares 3,852 $485K 0.07% -1,287 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,047 shares; 2025Q1: 2,018 shares; 2025Q2: 1,968 shares; 2025Q3: 1,974 shares; 2025Q4: 1,915 shares 1,915 $473K 0.07% -59 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3,587 shares; 2025Q1: 3,248 shares; 2025Q2: 2,825 shares; 2025Q3: 2,798 shares; 2025Q4: 2,814 shares 2,814 $456K 0.07% +16 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: 3,750 shares; 2024Q4: 3,767 shares; 2025Q1: 3,641 shares; 2025Q2: 3,702 shares; 2025Q3: 3,664 shares; 2025Q4: 3,638 shares 3,638 $456K 0.07% -26 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: not reported; 2025Q1: 3,648 shares; 2025Q2: 3,516 shares; 2025Q3: 3,479 shares; 2025Q4: 3,422 shares 3,422 $454K 0.07% -57 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,530 shares; 2025Q1: 2,685 shares; 2025Q2: 2,672 shares; 2025Q3: 2,676 shares; 2025Q4: 2,653 shares 2,653 $454K 0.07% -23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,502 shares; 2024Q4: 5,313 shares; 2025Q1: 6,097 shares; 2025Q2: 6,391 shares; 2025Q3: 6,597 shares; 2025Q4: 6,470 shares 6,470 $454K 0.07% -127 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,167 shares; 2025Q1: 3,906 shares; 2025Q2: 4,007 shares; 2025Q3: 3,971 shares; 2025Q4: 4,011 shares 4,011 $453K 0.07% +40 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,773 shares; 2025Q1: 2,503 shares; 2025Q2: 2,503 shares; 2025Q3: 2,506 shares; 2025Q4: 2,534 shares 2,534 $450K 0.07% +28 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: 4,115 shares; 2024Q4: 4,033 shares; 2025Q1: 3,948 shares; 2025Q2: 4,240 shares; 2025Q3: 4,224 shares; 2025Q4: 3,920 shares 3,920 $446K 0.07% -304 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,659 shares; 2025Q1: 1,819 shares; 2025Q2: 1,778 shares; 2025Q3: 1,755 shares; 2025Q4: 1,724 shares 1,724 $443K 0.07% -31 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: 2,998 shares; 2024Q4: 3,028 shares; 2025Q1: 3,037 shares; 2025Q2: 3,047 shares; 2025Q3: 3,051 shares; 2025Q4: 3,057 shares 3,057 $431K 0.06% +6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,468 shares; 2024Q4: 7,285 shares; 2025Q1: 8,213 shares; 2025Q2: 8,390 shares; 2025Q3: 8,713 shares; 2025Q4: 9,094 shares 9,094 $423K 0.06% +381 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: 905 shares; 2024Q4: 908 shares; 2025Q1: 914 shares; 2025Q2: 916 shares; 2025Q3: 920 shares; 2025Q4: 1,433 shares 1,433 $416K 0.06% +513 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 3,834 shares; 2025Q1: 4,135 shares; 2025Q2: 4,047 shares; 2025Q3: 4,075 shares; 2025Q4: 4,493 shares 4,493 $413K 0.06% +418 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,648 shares; 2025Q1: 1,853 shares; 2025Q2: 2,453 shares; 2025Q3: 2,507 shares; 2025Q4: 2,558 shares 2,558 $407K 0.06% +51 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: 3,466 shares; 2024Q4: 3,721 shares; 2025Q1: 3,672 shares; 2025Q2: 3,824 shares; 2025Q3: 4,298 shares; 2025Q4: 4,804 shares 4,804 $407K 0.06% +506 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 5,173 shares; 2025Q1: 6,046 shares; 2025Q2: 6,301 shares; 2025Q3: 6,473 shares; 2025Q4: 6,735 shares 6,735 $404K 0.06% +262 Timeline HEDJ 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: 7,384 shares 7,384 $392K 0.06% new 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: 3,617 shares; 2024Q4: 3,634 shares; 2025Q1: 3,295 shares; 2025Q2: 3,323 shares; 2025Q3: 4,427 shares; 2025Q4: 4,321 shares 4,321 $387K 0.06% -106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,029 shares; 2025Q3: 4,109 shares; 2025Q4: 4,116 shares 4,116 $383K 0.06% +7 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,500 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares 4,725 $377K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,595 shares; 2025Q1: 1,567 shares; 2025Q2: 1,568 shares; 2025Q3: 1,498 shares; 2025Q4: 1,236 shares 1,236 $373K 0.05% -262 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: 3,328 shares; 2024Q4: 2,330 shares; 2025Q1: 3,386 shares; 2025Q2: 3,562 shares; 2025Q3: not reported; 2025Q4: 3,765 shares 3,765 $373K 0.05% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,691 shares; 2025Q4: 1,725 shares 1,725 $369K 0.05% +34 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: not reported; 2025Q1: 5,256 shares; 2025Q2: 5,445 shares; 2025Q3: 5,451 shares; 2025Q4: 5,443 shares 5,443 $366K 0.05% -8 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 518 shares; 2025Q1: 573 shares; 2025Q2: 694 shares; 2025Q3: 721 shares; 2025Q4: 715 shares 715 $365K 0.05% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares 299 $362K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,156 shares; 2025Q2: 2,396 shares; 2025Q3: 2,545 shares; 2025Q4: 2,466 shares 2,466 $348K 0.05% -79 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 3,861 shares; 2025Q1: 4,125 shares; 2025Q2: 4,539 shares; 2025Q3: 4,224 shares; 2025Q4: 4,128 shares 4,128 $348K 0.05% -96 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: 2,215 shares; 2024Q4: 2,228 shares; 2025Q1: 2,083 shares; 2025Q2: 2,030 shares; 2025Q3: 1,883 shares; 2025Q4: 1,773 shares 1,773 $346K 0.05% -110 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: not reported; 2025Q1: 1,395 shares; 2025Q2: 1,400 shares; 2025Q3: 1,396 shares; 2025Q4: 1,429 shares 1,429 $344K 0.05% +33 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: not reported; 2025Q1: 1,075 shares; 2025Q2: 1,087 shares; 2025Q3: 1,104 shares; 2025Q4: 1,090 shares 1,090 $336K 0.05% -14 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 2,124 shares; 2025Q1: 1,019 shares; 2025Q2: 876 shares; 2025Q3: 1,186 shares; 2025Q4: 897 shares 897 $335K 0.05% -289 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 2,388 shares; 2025Q1: 3,938 shares; 2025Q2: 4,008 shares; 2025Q3: 3,866 shares; 2025Q4: 3,662 shares 3,662 $325K 0.05% -204 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,473 shares; 2024Q4: 3,631 shares; 2025Q1: 3,964 shares; 2025Q2: 3,969 shares; 2025Q3: 3,882 shares; 2025Q4: 3,561 shares 3,561 $325K 0.05% -321 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,787 shares; 2025Q2: 8,473 shares; 2025Q3: 9,025 shares; 2025Q4: 9,869 shares 9,869 $323K 0.05% +844 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,811 shares; 2025Q1: 1,936 shares; 2025Q2: 1,965 shares; 2025Q3: 1,860 shares; 2025Q4: 1,510 shares 1,510 $320K 0.05% -350 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,736 shares; 2024Q4: 7,249 shares; 2025Q1: 9,140 shares; 2025Q2: 9,077 shares; 2025Q3: 6,148 shares; 2025Q4: 6,443 shares 6,443 $316K 0.05% +295 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: 728 shares; 2024Q4: 737 shares; 2025Q1: 693 shares; 2025Q2: 698 shares; 2025Q3: 681 shares; 2025Q4: 672 shares 672 $313K 0.05% -9 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,471 shares; 2024Q4: 15,268 shares; 2025Q1: 15,554 shares; 2025Q2: 14,832 shares; 2025Q3: 13,373 shares; 2025Q4: 10,385 shares 10,385 $310K 0.05% -2,988 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,286 shares; 2025Q1: 3,659 shares; 2025Q2: 3,544 shares; 2025Q3: not reported; 2025Q4: 3,774 shares 3,774 $309K 0.05% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,281 shares; 2024Q4: 7,298 shares; 2025Q1: 7,284 shares; 2025Q2: 7,312 shares; 2025Q3: 7,390 shares; 2025Q4: 8,765 shares 8,765 $307K 0.05% +1,375 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,561 shares; 2025Q1: 1,609 shares; 2025Q2: 1,654 shares; 2025Q3: 1,391 shares; 2025Q4: 1,680 shares 1,680 $307K 0.05% +289 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,347 shares; 2025Q1: 5,172 shares; 2025Q2: 5,140 shares; 2025Q3: 5,139 shares; 2025Q4: 5,073 shares 5,073 $306K 0.05% -66 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: 348 shares; 2025Q1: 311 shares; 2025Q2: 303 shares; 2025Q3: 295 shares; 2025Q4: 283 shares 283 $303K 0.04% -12 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: 1,409 shares; 2024Q4: 1,415 shares; 2025Q1: 1,350 shares; 2025Q2: 1,267 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares 1,256 $303K 0.04% 0 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: 738 shares; 2025Q3: 753 shares; 2025Q4: 753 shares 753 $298K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,677 shares; 2025Q4: 3,778 shares 3,778 $298K 0.04% +101 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: not reported; 2024Q4: 9,434 shares; 2025Q1: 1,448 shares; 2025Q2: 1,388 shares; 2025Q3: 1,549 shares; 2025Q4: 1,399 shares 1,399 $297K 0.04% -150 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: 768 shares; 2024Q4: 750 shares; 2025Q1: 901 shares; 2025Q2: 882 shares; 2025Q3: 898 shares; 2025Q4: 927 shares 927 $295K 0.04% +29 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: 1,168 shares; 2024Q4: 1,250 shares; 2025Q1: 1,241 shares; 2025Q2: 1,242 shares; 2025Q3: 1,200 shares; 2025Q4: 1,145 shares 1,145 $295K 0.04% -55 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: 2,328 shares; 2024Q4: 2,359 shares; 2025Q1: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 2,203 shares; 2025Q4: 2,165 shares 2,165 $287K 0.04% -38 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,023 shares; 2025Q1: 969 shares; 2025Q2: 968 shares; 2025Q3: 935 shares; 2025Q4: 902 shares 902 $284K 0.04% -33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,045 shares; 2025Q2: 6,045 shares; 2025Q3: 6,045 shares; 2025Q4: 6,045 shares 6,045 $283K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,189 shares; 2025Q4: 3,525 shares 3,525 $282K 0.04% +336 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 914 shares; 2025Q1: 906 shares; 2025Q2: 909 shares; 2025Q3: 831 shares; 2025Q4: 833 shares 833 $281K 0.04% +2 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 3,787 shares; 2025Q1: 2,839 shares; 2025Q2: 2,878 shares; 2025Q3: 2,839 shares; 2025Q4: 2,809 shares 2,809 $281K 0.04% -30 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: 9,360 shares; 2024Q4: not reported; 2025Q1: 9,577 shares; 2025Q2: 9,965 shares; 2025Q3: 7,659 shares; 2025Q4: 7,507 shares 7,507 $277K 0.04% -152 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: 4,541 shares; 2025Q2: not reported; 2025Q3: 4,589 shares; 2025Q4: 6,348 shares 6,348 $277K 0.04% +1,759 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 408 shares 408 $275K 0.04% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 416 shares; 2025Q1: 365 shares; 2025Q2: 433 shares; 2025Q3: 338 shares; 2025Q4: 1,774 shares 1,774 $272K 0.04% +1,436 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 733 shares; 2025Q1: 850 shares; 2025Q2: 635 shares; 2025Q3: 620 shares; 2025Q4: 559 shares 559 $271K 0.04% -61 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 505 shares; 2025Q1: 581 shares; 2025Q2: 734 shares; 2025Q3: 755 shares; 2025Q4: 818 shares 818 $267K 0.04% +63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,167 shares; 2025Q2: 2,491 shares; 2025Q3: 2,438 shares; 2025Q4: 2,426 shares 2,426 $266K 0.04% -12 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,206 shares; 2025Q1: 2,050 shares; 2025Q2: 2,054 shares; 2025Q3: 2,058 shares; 2025Q4: 1,882 shares 1,882 $262K 0.04% -176 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,239 shares; 2025Q3: 2,255 shares; 2025Q4: 2,251 shares 2,251 $261K 0.04% -4 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,811 shares; 2025Q1: 1,647 shares; 2025Q2: 1,566 shares; 2025Q3: 1,268 shares; 2025Q4: 1,033 shares 1,033 $261K 0.04% -235 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,782 shares; 2025Q3: 3,964 shares; 2025Q4: 4,503 shares 4,503 $260K 0.04% +539 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 3,069 shares; 2025Q1: 3,559 shares; 2025Q2: 3,258 shares; 2025Q3: 3,045 shares; 2025Q4: 2,714 shares 2,714 $254K 0.04% -331 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: 2,635 shares; 2024Q4: 2,856 shares; 2025Q1: 2,593 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,633 shares 2,633 $253K 0.04% +40 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 6,728 shares; 2025Q1: 6,010 shares; 2025Q2: 5,935 shares; 2025Q3: 5,594 shares; 2025Q4: 4,317 shares 4,317 $252K 0.04% -1,277 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,395 shares; 2025Q4: 5,067 shares 5,067 $252K 0.04% -328 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: 834 shares; 2024Q4: 801 shares; 2025Q1: 745 shares; 2025Q2: 738 shares; 2025Q3: 748 shares; 2025Q4: 790 shares 790 $247K 0.04% +42 Timeline USMV 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: 2,506 shares; 2025Q4: 2,526 shares 2,526 $238K 0.03% +20 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS 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: 8,488 shares 8,488 $235K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,197 shares; 2025Q3: 7,197 shares; 2025Q4: 7,197 shares 7,197 $231K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,700 shares; 2025Q4: 10,000 shares 10,000 $229K 0.03% +2,300 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 749 shares 749 $227K 0.03% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,130 shares 2,130 $227K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,295 shares; 2025Q1: 3,295 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares; 2025Q4: 3,295 shares 3,295 $225K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 619 shares; 2025Q4: 625 shares 625 $225K 0.03% +6 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: 850 shares; 2025Q1: 795 shares; 2025Q2: 797 shares; 2025Q3: 767 shares; 2025Q4: 761 shares 761 $221K 0.03% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,960 shares; 2024Q4: 6,498 shares; 2025Q1: 7,785 shares; 2025Q2: 8,101 shares; 2025Q3: 8,301 shares; 2025Q4: 5,739 shares 5,739 $219K 0.03% -2,562 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 968 shares 968 $218K 0.03% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 2,770 shares; 2025Q4: 2,779 shares 2,779 $218K 0.03% +9 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,485 shares; 2025Q2: 2,657 shares; 2025Q3: 2,528 shares; 2025Q4: 2,400 shares 2,400 $216K 0.03% -128 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,341 shares 1,341 $215K 0.03% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 243 shares 243 $214K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 980 shares 980 $213K 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,673 shares 2,673 $212K 0.03% new 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: 974 shares; 2024Q4: 971 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares 775 $210K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,611 shares; 2025Q4: 2,400 shares 2,400 $209K 0.03% -211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $208K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,418 shares; 2025Q4: 2,821 shares 2,821 $207K 0.03% -597 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares; 2025Q4: 1,943 shares 1,943 $207K 0.03% -272 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,804 shares; 2025Q4: 2,776 shares 2,776 $207K 0.03% -28 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: not reported; 2025Q4: 404 shares 404 $207K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,710 shares; 2025Q4: 7,279 shares 7,279 $206K 0.03% -6,431 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,282 shares; 2025Q3: 2,323 shares; 2025Q4: 2,503 shares 2,503 $205K 0.03% +180 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,502 shares; 2025Q2: not reported; 2025Q3: 754 shares; 2025Q4: 1,406 shares 1,406 $202K 0.03% +652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,228 shares 4,228 $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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,943 shares; 2025Q4: 1,955 shares 1,955 $201K 0.03% +12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,500 shares; 2025Q1: 33,500 shares; 2025Q2: 33,500 shares; 2025Q3: 33,500 shares; 2025Q4: 33,500 shares 33,500 $68.7K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares 32,000 $50.9K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,081 shares; 2024Q4: 16,081 shares; 2025Q1: 16,081 shares; 2025Q2: 17,281 shares; 2025Q3: 17,281 shares; 2025Q4: 17,281 shares 17,281 $32K <0.01% 0 Timeline