IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,487,531 shares; 2024Q4: 55,081,925 shares; 2025Q1: 50,654,752 shares; 2025Q2: 46,789,572 shares 46,789,572 $3.9B 10.16% -3,865,180 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,867,483 shares; 2024Q4: 5,392,178 shares; 2025Q1: 5,333,373 shares; 2025Q2: 23,964,909 shares 23,964,909 $2.25B 5.85% +18,631,536 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,836,064 shares; 2024Q4: 43,352,361 shares; 2025Q1: 36,708,654 shares; 2025Q2: 33,093,734 shares 33,093,734 $1.98B 5.16% -3,614,920 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,690,169 shares; 2024Q4: 3,603,554 shares; 2025Q1: 3,621,210 shares; 2025Q2: 3,619,723 shares 3,619,723 $1.59B 4.13% -1,487 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,553,091 shares; 2024Q4: 6,245,400 shares; 2025Q1: 6,030,046 shares; 2025Q2: 6,102,300 shares 6,102,300 $1.5B 3.92% +72,254 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059,122 shares; 2024Q4: 5,603,082 shares; 2025Q1: 5,556,526 shares; 2025Q2: 23,177,950 shares 23,177,950 $1.19B 3.1% +17,621,424 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,313,924 shares; 2024Q4: 6,229,085 shares; 2025Q1: 6,499,231 shares; 2025Q2: 6,541,318 shares 6,541,318 $1.16B 3.01% +42,087 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,699,729 shares; 2024Q4: 22,143,362 shares; 2025Q1: 22,293,011 shares; 2025Q2: 19,859,881 shares 19,859,881 $1.13B 2.95% -2,433,130 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938,594 shares; 2024Q4: 1,571,174 shares; 2025Q1: 7,751,093 shares; 2025Q2: 14,807,882 shares 14,807,882 $1.07B 2.8% +7,056,789 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,602,536 shares; 2024Q4: 10,328,298 shares; 2025Q1: 11,158,373 shares; 2025Q2: 12,631,293 shares 12,631,293 $1.06B 2.77% +1,472,920 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,674,823 shares; 2024Q4: 5,567,375 shares; 2025Q1: 5,840,805 shares; 2025Q2: 6,274,672 shares 6,274,672 $844M 2.2% +433,867 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127,879 shares; 2024Q4: 2,078,785 shares; 2025Q1: 2,031,121 shares; 2025Q2: 1,980,891 shares 1,980,891 $838M 2.18% -50,230 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,664,823 shares; 2024Q4: 8,881,649 shares; 2025Q1: 8,769,111 shares; 2025Q2: 8,153,181 shares 8,153,181 $808M 2.1% -615,930 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,168 shares; 2024Q4: 205,804 shares; 2025Q1: 174,879 shares; 2025Q2: 30,751,087 shares 30,751,087 $705M 1.84% +30,576,208 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,224,921 shares; 2024Q4: 15,533,140 shares; 2025Q1: 12,247,868 shares; 2025Q2: 12,455,750 shares 12,455,750 $611M 1.59% +207,882 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,969,419 shares; 2024Q4: 4,882,675 shares; 2025Q1: 5,074,273 shares; 2025Q2: 5,265,134 shares 5,265,134 $550M 1.43% +190,861 Timeline SPDW 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,153,491 shares; 2024Q4: 13,314,729 shares; 2025Q1: 12,850,044 shares; 2025Q2: 13,580,167 shares 13,580,167 $550M 1.43% +730,123 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,664,981 shares; 2024Q4: 4,624,783 shares; 2025Q1: 4,642,676 shares; 2025Q2: 4,788,802 shares 4,788,802 $523M 1.36% +146,126 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,113,314 shares; 2024Q4: 10,195,778 shares; 2025Q1: 10,033,292 shares; 2025Q2: 9,530,244 shares 9,530,244 $471M 1.23% -503,048 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788,771 shares; 2024Q4: 3,629,178 shares; 2025Q1: 3,381,633 shares; 2025Q2: 3,393,013 shares 3,393,013 $448M 1.17% +11,380 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833,873 shares; 2024Q4: 819,744 shares; 2025Q1: 813,592 shares; 2025Q2: 773,577 shares 773,577 $439M 1.14% -40,015 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830,474 shares; 2024Q4: 1,729,465 shares; 2025Q1: 1,676,486 shares; 2025Q2: 1,523,798 shares 1,523,798 $426M 1.11% -152,688 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732,711 shares; 2024Q4: 2,737,898 shares; 2025Q1: 2,843,511 shares; 2025Q2: 2,672,631 shares 2,672,631 $422M 1.1% -170,880 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,211 shares; 2024Q4: 781,944 shares; 2025Q1: 766,539 shares; 2025Q2: 646,928 shares 646,928 $402M 1.05% -119,611 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507,957 shares; 2024Q4: 1,510,035 shares; 2025Q1: 1,503,469 shares; 2025Q2: 1,375,677 shares 1,375,677 $393M 1.02% -127,792 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892,158 shares; 2024Q4: 1,837,386 shares; 2025Q1: 1,852,096 shares; 2025Q2: 1,846,239 shares 1,846,239 $379M 0.99% -5,857 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886,218 shares; 2024Q4: 3,973,639 shares; 2025Q1: 4,112,204 shares; 2025Q2: 4,400,842 shares 4,400,842 $375M 0.98% +288,638 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193,401 shares; 2024Q4: 1,738,567 shares; 2025Q1: 3,131,108 shares; 2025Q2: 3,412,277 shares 3,412,277 $363M 0.95% +281,169 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,323 shares; 2024Q4: 739,983 shares; 2025Q1: 688,107 shares; 2025Q2: 724,398 shares 724,398 $360M 0.94% +36,291 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,305,827 shares; 2024Q4: 4,482,820 shares; 2025Q1: 4,278,805 shares; 2025Q2: 3,964,182 shares 3,964,182 $353M 0.92% -314,623 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524,405 shares; 2024Q4: 3,341,377 shares; 2025Q1: 2,793,630 shares; 2025Q2: 2,540,797 shares 2,540,797 $352M 0.92% -252,833 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693,226 shares; 2024Q4: 4,464,934 shares; 2025Q1: 4,179,108 shares; 2025Q2: 8,868,136 shares 8,868,136 $332M 0.86% +4,689,028 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,363,975 shares; 2024Q4: 4,217,270 shares; 2025Q1: 4,169,062 shares; 2025Q2: 3,567,868 shares 3,567,868 $328M 0.85% -601,194 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064,514 shares; 2024Q4: 1,030,454 shares; 2025Q1: 1,075,495 shares; 2025Q2: 1,123,039 shares 1,123,039 $320M 0.83% +47,544 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,037,839 shares; 2024Q4: 4,020,551 shares; 2025Q1: 3,857,363 shares; 2025Q2: 4,048,052 shares 4,048,052 $295M 0.77% +190,689 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773,667 shares; 2024Q4: 1,723,675 shares; 2025Q1: 1,710,038 shares; 2025Q2: 1,674,337 shares 1,674,337 $275M 0.72% -35,701 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921,707 shares; 2024Q4: 910,595 shares; 2025Q1: 896,014 shares; 2025Q2: 818,117 shares 818,117 $249M 0.65% -77,897 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670,609 shares; 2024Q4: 2,613,735 shares; 2025Q1: 2,447,144 shares; 2025Q2: 2,512,786 shares 2,512,786 $236M 0.61% +65,642 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573,455 shares; 2024Q4: 1,466,160 shares; 2025Q1: 1,363,473 shares; 2025Q2: 1,491,750 shares 1,491,750 $236M 0.61% +128,277 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229,100 shares; 2024Q4: 1,214,994 shares; 2025Q1: 1,194,557 shares; 2025Q2: 1,172,858 shares 1,172,858 $227M 0.59% -21,699 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954,148 shares; 2024Q4: 953,343 shares; 2025Q1: 956,466 shares; 2025Q2: 942,231 shares 942,231 $223M 0.58% -14,235 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,073,697 shares; 2024Q4: 6,099,166 shares; 2025Q1: 5,940,514 shares; 2025Q2: 5,038,993 shares 5,038,993 $218M 0.57% -901,521 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,325,876 shares; 2024Q4: 5,813,700 shares; 2025Q1: 6,065,716 shares; 2025Q2: 4,954,573 shares 4,954,573 $212M 0.55% -1,111,143 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,831,275 shares; 2024Q4: 3,877,502 shares; 2025Q1: 2,928,044 shares; 2025Q2: 3,823,232 shares 3,823,232 $200M 0.52% +895,188 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793,774 shares; 2024Q4: 794,980 shares; 2025Q1: 825,818 shares; 2025Q2: 892,179 shares 892,179 $196M 0.51% +66,361 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231,972 shares; 2024Q4: 1,209,133 shares; 2025Q1: 1,332,553 shares; 2025Q2: 2,030,896 shares 2,030,896 $194M 0.5% +698,343 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,796 shares; 2024Q4: 580,018 shares; 2025Q1: 581,809 shares; 2025Q2: 558,947 shares 558,947 $189M 0.49% -22,862 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735,167 shares; 2024Q4: 708,868 shares; 2025Q1: 751,425 shares; 2025Q2: 653,635 shares 653,635 $186M 0.48% -97,790 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900,749 shares; 2024Q4: 2,162,753 shares; 2025Q1: 1,921,928 shares; 2025Q2: 2,372,485 shares 2,372,485 $183M 0.48% +450,557 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167,294 shares; 2024Q4: 2,343,266 shares; 2025Q1: 2,299,636 shares; 2025Q2: 2,470,057 shares 2,470,057 $182M 0.47% +170,421 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,896,770 shares; 2024Q4: 3,930,798 shares; 2025Q1: 3,860,977 shares; 2025Q2: 4,292,766 shares 4,292,766 $180M 0.47% +431,789 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026,139 shares; 2024Q4: 1,050,523 shares; 2025Q1: 990,347 shares; 2025Q2: 1,020,552 shares 1,020,552 $180M 0.47% +30,205 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,970 shares; 2024Q4: 306,314 shares; 2025Q1: 303,412 shares; 2025Q2: 288,051 shares 288,051 $178M 0.46% -15,361 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,141,460 shares; 2024Q4: 6,177,766 shares; 2025Q1: 4,876,613 shares; 2025Q2: 4,434,498 shares 4,434,498 $173M 0.45% -442,115 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,144 shares; 2024Q4: 761,595 shares; 2025Q1: 774,998 shares; 2025Q2: 782,506 shares 782,506 $153M 0.4% +7,508 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529,134 shares; 2024Q4: 1,281,974 shares; 2025Q1: 2,032,346 shares; 2025Q2: 3,421,181 shares 3,421,181 $146M 0.38% +1,388,835 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242,766 shares; 2024Q4: 1,312,180 shares; 2025Q1: 1,533,206 shares; 2025Q2: 2,269,601 shares 2,269,601 $144M 0.38% +736,395 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,838 shares; 2024Q4: 199,410 shares; 2025Q1: 184,017 shares; 2025Q2: 195,013 shares 195,013 $144M 0.37% +10,996 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,643 shares; 2024Q4: 477,396 shares; 2025Q1: 468,468 shares; 2025Q2: 481,936 shares 481,936 $140M 0.36% +13,468 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,307 shares; 2024Q4: 421,508 shares; 2025Q1: 469,775 shares; 2025Q2: 493,193 shares 493,193 $137M 0.36% +23,418 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,719 shares; 2024Q4: 629,431 shares; 2025Q1: 625,692 shares; 2025Q2: 582,675 shares 582,675 $126M 0.33% -43,017 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,407 shares; 2024Q4: 438,025 shares; 2025Q1: 433,673 shares; 2025Q2: 1,349,016 shares 1,349,016 $125M 0.33% +915,343 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,845 shares; 2024Q4: 247,532 shares; 2025Q1: 246,961 shares; 2025Q2: 230,402 shares 230,402 $112M 0.29% -16,559 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,007,061 shares 2,007,061 $99.4M 0.26% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,710 shares; 2024Q4: 390,410 shares; 2025Q1: 367,397 shares; 2025Q2: 344,820 shares 344,820 $95M 0.25% -22,577 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355,475 shares; 2024Q4: 2,385,728 shares; 2025Q1: 2,443,797 shares; 2025Q2: 2,200,075 shares 2,200,075 $90.9M 0.24% -243,722 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731,353 shares; 2024Q4: 627,208 shares; 2025Q1: 521,293 shares; 2025Q2: 434,712 shares 434,712 $79.5M 0.21% -86,581 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068,273 shares; 2024Q4: 2,152,774 shares; 2025Q1: 2,177,604 shares; 2025Q2: 2,146,017 shares 2,146,017 $76.2M 0.2% -31,587 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,067 shares; 2024Q4: 778,194 shares; 2025Q1: 637,577 shares; 2025Q2: 668,262 shares 668,262 $74.8M 0.19% +30,685 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212,764 shares; 2024Q4: 1,197,982 shares; 2025Q1: 1,209,873 shares; 2025Q2: 1,164,247 shares 1,164,247 $72.2M 0.19% -45,626 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,704 shares; 2024Q4: 199,570 shares; 2025Q1: 196,911 shares; 2025Q2: 193,628 shares 193,628 $68.7M 0.18% -3,283 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,971 shares; 2024Q4: 93,364 shares; 2025Q1: 90,576 shares; 2025Q2: 82,301 shares 82,301 $64.2M 0.17% -8,275 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590,103 shares; 2024Q4: 1,548,455 shares; 2025Q1: 1,537,799 shares; 2025Q2: 1,467,595 shares 1,467,595 $59.8M 0.16% -70,204 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 82 shares; 2025Q2: 81 shares 81 $59M 0.15% -1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,890 shares; 2024Q4: 131,686 shares; 2025Q1: 142,585 shares; 2025Q2: 189,214 shares 189,214 $59M 0.15% +46,629 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,226 shares; 2024Q4: 517,238 shares; 2025Q1: 523,983 shares; 2025Q2: 516,031 shares 516,031 $56.4M 0.15% -7,952 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,606 shares; 2024Q4: 329,714 shares; 2025Q1: 327,975 shares; 2025Q2: 313,599 shares 313,599 $55.6M 0.14% -14,376 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,315 shares; 2024Q4: 525,961 shares; 2025Q1: 515,976 shares; 2025Q2: 509,689 shares 509,689 $54.9M 0.14% -6,287 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,117 shares; 2024Q4: 521,987 shares; 2025Q1: 554,849 shares; 2025Q2: 549,622 shares 549,622 $53.7M 0.14% -5,227 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,726 shares; 2024Q4: 350,975 shares; 2025Q1: 418,599 shares; 2025Q2: 342,236 shares 342,236 $52.3M 0.14% -76,363 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,965 shares; 2024Q4: 94,407 shares; 2025Q1: 112,131 shares; 2025Q2: 123,948 shares 123,948 $50.3M 0.13% +11,817 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,709 shares; 2024Q4: 327,969 shares; 2025Q1: 240,721 shares; 2025Q2: 222,687 shares 222,687 $48.7M 0.13% -18,034 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,437 shares; 2024Q4: 911,727 shares; 2025Q1: 909,442 shares; 2025Q2: 982,685 shares 982,685 $48.1M 0.13% +73,243 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,733 shares; 2024Q4: 84,393 shares; 2025Q1: 84,600 shares; 2025Q2: 82,758 shares 82,758 $46.5M 0.12% -1,842 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516,273 shares; 2024Q4: 1,500,931 shares; 2025Q1: 965,182 shares; 2025Q2: 730,193 shares 730,193 $46.1M 0.12% -234,989 Timeline JMUB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 682,905 shares; 2025Q1: 594,368 shares; 2025Q2: 910,262 shares 910,262 $45.2M 0.12% +315,894 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784,029 shares; 2024Q4: 820,153 shares; 2025Q1: 988,759 shares; 2025Q2: 858,675 shares 858,675 $44.8M 0.12% -130,084 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,450 shares; 2024Q4: 810,809 shares; 2025Q1: 601,299 shares; 2025Q2: 555,840 shares 555,840 $44.2M 0.11% -45,459 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,845 shares; 2024Q4: 30,342 shares; 2025Q1: 42,329 shares; 2025Q2: 41,715 shares 41,715 $42.9M 0.11% -614 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,196 shares; 2024Q4: 312,750 shares; 2025Q1: 413,476 shares; 2025Q2: 515,353 shares 515,353 $41.3M 0.11% +101,877 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,946 shares; 2024Q4: 599,554 shares; 2025Q1: 556,489 shares; 2025Q2: 732,028 shares 732,028 $40.8M 0.11% +175,539 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,647 shares; 2024Q4: 16,400 shares; 2025Q1: 15,690 shares; 2025Q2: 494,641 shares 494,641 $40.4M 0.11% +478,951 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904,614 shares; 2024Q4: 1,872,162 shares; 2025Q1: 1,868,211 shares; 2025Q2: 1,334,361 shares 1,334,361 $40.2M 0.1% -533,850 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369,642 shares; 2024Q4: 1,393,958 shares; 2025Q1: 1,377,716 shares; 2025Q2: 1,180,714 shares 1,180,714 $39.2M 0.1% -197,002 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,863 shares; 2024Q4: 722,196 shares; 2025Q1: 844,405 shares; 2025Q2: 627,414 shares 627,414 $39.1M 0.1% -216,991 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,448 shares; 2025Q2: 172,762 shares 172,762 $38.7M 0.1% +46,314 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,616 shares; 2024Q4: 765,575 shares; 2025Q1: 706,027 shares; 2025Q2: 797,974 shares 797,974 $37.8M 0.1% +91,947 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,784 shares; 2024Q4: 16,847 shares; 2025Q1: 13,261 shares; 2025Q2: 47,863 shares 47,863 $37.7M 0.1% +34,602 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,940 shares; 2024Q4: 168,180 shares; 2025Q1: 249,685 shares; 2025Q2: 282,130 shares 282,130 $37.3M 0.1% +32,445 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330,000 shares; 2024Q4: 1,266,248 shares; 2025Q1: 1,218,425 shares; 2025Q2: 1,004,386 shares 1,004,386 $36.2M 0.09% -214,039 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,811 shares; 2024Q4: 28,562 shares; 2025Q1: 28,332 shares; 2025Q2: 26,960 shares 26,960 $36.1M 0.09% -1,372 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,007 shares; 2024Q4: 93,590 shares; 2025Q1: 97,999 shares; 2025Q2: 97,386 shares 97,386 $35.7M 0.09% -613 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154,146 shares; 2024Q4: 2,791,150 shares; 2025Q1: 2,946,662 shares; 2025Q2: 936,302 shares 936,302 $35.5M 0.09% -2,010,360 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,957 shares; 2024Q4: 331,846 shares; 2025Q1: 331,771 shares; 2025Q2: 215,503 shares 215,503 $34.3M 0.09% -116,268 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,156 shares; 2024Q4: 108,400 shares; 2025Q1: 109,064 shares; 2025Q2: 113,123 shares 113,123 $33.3M 0.09% +4,059 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,609 shares; 2024Q4: 117,203 shares; 2025Q1: 115,449 shares; 2025Q2: 227,679 shares 227,679 $33.2M 0.09% +112,230 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,462 shares; 2024Q4: 673,338 shares; 2025Q1: 663,868 shares; 2025Q2: 641,370 shares 641,370 $32.2M 0.08% -22,498 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,417 shares; 2024Q4: 111,537 shares; 2025Q1: 122,434 shares; 2025Q2: 123,420 shares 123,420 $31.8M 0.08% +986 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,089 shares; 2024Q4: 88,408 shares; 2025Q1: 107,299 shares; 2025Q2: 114,662 shares 114,662 $31.3M 0.08% +7,363 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,121 shares; 2024Q4: 119,959 shares; 2025Q1: 131,148 shares; 2025Q2: 144,962 shares 144,962 $30.4M 0.08% +13,814 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,446 shares; 2024Q4: 174,378 shares; 2025Q1: 172,553 shares; 2025Q2: 162,228 shares 162,228 $30.1M 0.08% -10,325 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,512 shares; 2024Q4: 90,095 shares; 2025Q1: 90,074 shares; 2025Q2: 92,120 shares 92,120 $29.4M 0.08% +2,046 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,724 shares; 2024Q4: 93,065 shares; 2025Q1: 95,704 shares; 2025Q2: 92,313 shares 92,313 $29.3M 0.08% -3,391 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,893 shares; 2024Q4: 47,606 shares; 2025Q1: 46,367 shares; 2025Q2: 43,451 shares 43,451 $28.8M 0.08% -2,916 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,922 shares; 2024Q4: 153,021 shares; 2025Q1: 164,147 shares; 2025Q2: 214,839 shares 214,839 $28.6M 0.07% +50,692 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,093 shares; 2024Q4: 198,438 shares; 2025Q1: 197,908 shares; 2025Q2: 197,524 shares 197,524 $28.3M 0.07% -384 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,352 shares; 2024Q4: 251,089 shares; 2025Q1: 231,718 shares; 2025Q2: 263,176 shares 263,176 $28.3M 0.07% +31,458 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,726 shares; 2024Q4: 124,603 shares; 2025Q1: 124,976 shares; 2025Q2: 134,848 shares 134,848 $27.6M 0.07% +9,872 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,978 shares; 2024Q4: 375,357 shares; 2025Q1: 494,577 shares; 2025Q2: 391,931 shares 391,931 $27.2M 0.07% -102,646 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,909 shares; 2024Q4: 90,836 shares; 2025Q1: 92,643 shares; 2025Q2: 73,403 shares 73,403 $26.2M 0.07% -19,240 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,717 shares; 2024Q4: 141,992 shares; 2025Q1: 104,015 shares; 2025Q2: 74,331 shares 74,331 $26.1M 0.07% -29,684 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,978 shares; 2024Q4: 96,562 shares; 2025Q1: 65,621 shares; 2025Q2: 50,389 shares 50,389 $25.7M 0.07% -15,232 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,003 shares; 2024Q4: 52,887 shares; 2025Q1: 51,460 shares; 2025Q2: 139,444 shares 139,444 $25.4M 0.07% +87,984 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,760 shares; 2024Q4: 194,836 shares; 2025Q1: 233,991 shares; 2025Q2: 201,311 shares 201,311 $24.9M 0.06% -32,680 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,337 shares; 2024Q4: 637,239 shares; 2025Q1: 602,645 shares; 2025Q2: 498,599 shares 498,599 $24.2M 0.06% -104,046 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,778 shares; 2024Q4: 19,737 shares; 2025Q1: 13,791 shares; 2025Q2: 102,264 shares 102,264 $23.2M 0.06% +88,473 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,795 shares; 2024Q4: 101,121 shares; 2025Q1: 103,564 shares; 2025Q2: 115,804 shares 115,804 $22.9M 0.06% +12,240 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,438 shares; 2024Q4: 73,483 shares; 2025Q1: 72,027 shares; 2025Q2: 89,594 shares 89,594 $22.7M 0.06% +17,567 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,591 shares; 2024Q4: 767,630 shares; 2025Q1: 912,356 shares; 2025Q2: 739,414 shares 739,414 $22.3M 0.06% -172,942 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847,727 shares; 2024Q4: 860,703 shares; 2025Q1: 1,139,150 shares; 2025Q2: 718,081 shares 718,081 $22.1M 0.06% -421,069 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,442 shares; 2024Q4: 307,908 shares; 2025Q1: 319,460 shares; 2025Q2: 868,662 shares 868,662 $22M 0.06% +549,202 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,407 shares; 2024Q4: 30,533 shares; 2025Q1: 35,666 shares; 2025Q2: 267,561 shares 267,561 $21.7M 0.06% +231,895 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 10,735 shares; 2025Q1: 47,830 shares; 2025Q2: 40,851 shares 40,851 $21.6M 0.06% -6,979 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,372 shares; 2024Q4: 384,853 shares; 2025Q1: 426,602 shares; 2025Q2: 239,271 shares 239,271 $21.1M 0.05% -187,331 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 8,037 shares; 2025Q1: 9,997 shares; 2025Q2: 8,024 shares 8,024 $21M 0.05% -1,973 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,187 shares; 2024Q4: 21,199 shares; 2025Q1: 20,998 shares; 2025Q2: 21,076 shares 21,076 $20.9M 0.05% +78 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,946 shares; 2024Q4: 44,992 shares; 2025Q1: 44,755 shares; 2025Q2: 145,794 shares 145,794 $20.5M 0.05% +101,039 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,132 shares; 2024Q4: 55,381 shares; 2025Q1: 36,765 shares; 2025Q2: 150,046 shares 150,046 $20.5M 0.05% +113,281 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,966 shares; 2025Q1: 8,078 shares; 2025Q2: 27,713 shares 27,713 $20.3M 0.05% +19,635 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,488 shares; 2025Q2: 97,576 shares 97,576 $19.8M 0.05% +46,088 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,463 shares; 2024Q4: 26,315 shares; 2025Q1: 28,456 shares; 2025Q2: 25,467 shares 25,467 $19.5M 0.05% -2,989 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168,064 shares; 2025Q1: 288,012 shares; 2025Q2: 190,767 shares 190,767 $19.5M 0.05% -97,245 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,412 shares; 2024Q4: 133,126 shares; 2025Q1: 89,216 shares; 2025Q2: 87,013 shares 87,013 $19.3M 0.05% -2,203 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,129 shares; 2024Q4: 125,130 shares; 2025Q1: 124,052 shares; 2025Q2: 124,053 shares 124,053 $19.1M 0.05% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,404 shares; 2024Q4: 145,247 shares; 2025Q1: 154,808 shares; 2025Q2: 159,356 shares 159,356 $18.8M 0.05% +4,548 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,038 shares; 2024Q4: 94,976 shares; 2025Q1: 63,557 shares; 2025Q2: 62,381 shares 62,381 $18.6M 0.05% -1,176 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 3,142 shares; 2025Q1: 2,941 shares; 2025Q2: 66,682 shares 66,682 $18.4M 0.05% +63,741 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,106 shares; 2024Q4: 132,334 shares; 2025Q1: 135,791 shares; 2025Q2: 133,796 shares 133,796 $18.2M 0.05% -1,995 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,037 shares; 2024Q4: 216,208 shares; 2025Q1: 226,358 shares; 2025Q2: 190,967 shares 190,967 $17.5M 0.05% -35,391 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,132 shares; 2024Q4: 33,216 shares; 2025Q1: 34,634 shares; 2025Q2: 35,726 shares 35,726 $16.8M 0.04% +1,092 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,559 shares; 2025Q1: 2,285 shares; 2025Q2: 85,537 shares 85,537 $16.8M 0.04% +83,252 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,365 shares; 2024Q4: 483,274 shares; 2025Q1: 493,746 shares; 2025Q2: 230,364 shares 230,364 $16.3M 0.04% -263,382 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,810 shares; 2024Q4: 5,594 shares; 2025Q1: 38,841 shares; 2025Q2: 43,014 shares 43,014 $16.3M 0.04% +4,173 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,956 shares; 2024Q4: 181,652 shares; 2025Q1: 179,683 shares; 2025Q2: 179,602 shares 179,602 $16.1M 0.04% -81 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,132 shares; 2024Q4: 165,131 shares; 2025Q1: 173,290 shares; 2025Q2: 179,137 shares 179,137 $15.9M 0.04% +5,847 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,763 shares; 2025Q1: 3,047 shares; 2025Q2: 28,929 shares 28,929 $15.7M 0.04% +25,882 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,281 shares; 2024Q4: 257,365 shares; 2025Q1: 185,048 shares; 2025Q2: 168,338 shares 168,338 $15.7M 0.04% -16,710 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,632 shares; 2024Q4: 13,683 shares; 2025Q1: 11,447 shares; 2025Q2: 227,375 shares 227,375 $15.7M 0.04% +215,928 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,924 shares; 2024Q4: 29,698 shares; 2025Q1: 28,864 shares; 2025Q2: 27,110 shares 27,110 $15M 0.04% -1,754 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,639 shares; 2024Q4: 177,427 shares; 2025Q1: 219,035 shares; 2025Q2: 155,872 shares 155,872 $14.9M 0.04% -63,163 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,761 shares; 2025Q2: 109,737 shares 109,737 $14.5M 0.04% +9,976 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 283,235 shares 283,235 $14.5M 0.04% new Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,779 shares; 2024Q4: 502,913 shares; 2025Q1: 505,553 shares; 2025Q2: 284,941 shares 284,941 $14.4M 0.04% -220,612 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,968 shares; 2025Q1: 4,661 shares; 2025Q2: 245,717 shares 245,717 $14.3M 0.04% +241,056 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,956 shares; 2024Q4: 52,720 shares; 2025Q1: 50,129 shares; 2025Q2: 48,892 shares 48,892 $14.3M 0.04% -1,237 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,597 shares; 2024Q4: 15,538 shares; 2025Q1: 273,862 shares; 2025Q2: 329,243 shares 329,243 $14.3M 0.04% +55,381 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,731 shares; 2024Q4: 2,575 shares; 2025Q1: 92,943 shares; 2025Q2: 85,132 shares 85,132 $13.8M 0.04% -7,811 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,973 shares; 2024Q4: 26,459 shares; 2025Q1: 27,904 shares; 2025Q2: 19,625 shares 19,625 $13.7M 0.04% -8,279 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,780 shares; 2024Q4: 148,761 shares; 2025Q1: 162,069 shares; 2025Q2: 169,951 shares 169,951 $13.6M 0.04% +7,882 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,036 shares; 2024Q4: 202,455 shares; 2025Q1: 201,300 shares; 2025Q2: 233,722 shares 233,722 $13.5M 0.04% +32,422 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,057 shares; 2024Q4: 31,240 shares; 2025Q1: 27,905 shares; 2025Q2: 25,521 shares 25,521 $13.5M 0.04% -2,384 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,004 shares; 2024Q4: 188,634 shares; 2025Q1: 188,561 shares; 2025Q2: 146,928 shares 146,928 $13.1M 0.03% -41,633 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,332 shares; 2024Q4: 390,063 shares; 2025Q1: 207,452 shares; 2025Q2: 164,311 shares 164,311 $13M 0.03% -43,141 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,603 shares; 2024Q4: 38,923 shares; 2025Q1: 42,248 shares; 2025Q2: 41,924 shares 41,924 $12.9M 0.03% -324 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,753 shares; 2024Q4: 43,265 shares; 2025Q1: 35,328 shares; 2025Q2: 32,532 shares 32,532 $12.9M 0.03% -2,796 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 5,170 shares; 2025Q1: 5,369 shares; 2025Q2: 118,575 shares 118,575 $12.9M 0.03% +113,206 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,864 shares; 2024Q4: 71,066 shares; 2025Q1: 62,802 shares; 2025Q2: 55,059 shares 55,059 $12.8M 0.03% -7,743 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,913 shares; 2024Q4: 488,640 shares; 2025Q1: 277,986 shares; 2025Q2: 235,953 shares 235,953 $12.7M 0.03% -42,033 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,016 shares 31,016 $12.6M 0.03% new ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,272 shares; 2024Q4: 48,769 shares; 2025Q1: 38,209 shares; 2025Q2: 32,250 shares 32,250 $12.5M 0.03% -5,959 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,921 shares; 2024Q4: 46,729 shares; 2025Q1: 44,745 shares; 2025Q2: 43,360 shares 43,360 $12.1M 0.03% -1,385 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,979 shares; 2024Q4: 11,563 shares; 2025Q1: 11,411 shares; 2025Q2: 11,103 shares 11,103 $11.7M 0.03% -308 Timeline GWX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,783 shares; 2024Q4: 236,374 shares; 2025Q1: 229,895 shares; 2025Q2: 306,701 shares 306,701 $11.4M 0.03% +76,806 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 122,311 shares; 2025Q1: 280,308 shares; 2025Q2: 330,238 shares 330,238 $11.2M 0.03% +49,930 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,162 shares; 2024Q4: 176,808 shares; 2025Q1: 172,594 shares; 2025Q2: 149,410 shares 149,410 $11.1M 0.03% -23,184 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,177 shares; 2024Q4: 236,096 shares; 2025Q1: 141,977 shares; 2025Q2: 126,078 shares 126,078 $11M 0.03% -15,899 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,421 shares; 2024Q4: 44,571 shares; 2025Q1: 41,857 shares; 2025Q2: 40,747 shares 40,747 $10.9M 0.03% -1,110 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,648 shares; 2024Q4: 164,290 shares; 2025Q1: 165,248 shares; 2025Q2: 362,035 shares 362,035 $10.9M 0.03% +196,787 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,681 shares; 2024Q4: 96,067 shares; 2025Q1: 95,366 shares; 2025Q2: 94,128 shares 94,128 $10.4M 0.03% -1,238 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,928 shares; 2024Q4: 46,020 shares; 2025Q1: 44,968 shares; 2025Q2: 43,652 shares 43,652 $10M 0.03% -1,316 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,900 shares; 2024Q4: 203,900 shares; 2025Q1: 203,900 shares; 2025Q2: 810,456 shares 810,456 $9.92M 0.03% +606,556 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,024 shares; 2024Q4: 129,696 shares; 2025Q1: 144,640 shares; 2025Q2: 116,347 shares 116,347 $9.64M 0.03% -28,293 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,301 shares; 2024Q4: 81,883 shares; 2025Q1: 84,659 shares; 2025Q2: 76,383 shares 76,383 $9.47M 0.02% -8,276 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,738 shares; 2024Q4: 125,034 shares; 2025Q1: 126,573 shares; 2025Q2: 129,996 shares 129,996 $9.02M 0.02% +3,423 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,269 shares; 2024Q4: 10,757 shares; 2025Q1: 11,189 shares; 2025Q2: 19,237 shares 19,237 $8.91M 0.02% +8,048 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 22,868 shares; 2025Q1: 22,257 shares; 2025Q2: 22,760 shares 22,760 $8.84M 0.02% +503 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,905 shares; 2024Q4: 229,986 shares; 2025Q1: 251,515 shares; 2025Q2: 298,157 shares 298,157 $8.63M 0.02% +46,642 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,925 shares; 2024Q4: 121,925 shares; 2025Q1: 121,925 shares; 2025Q2: 338,085 shares 338,085 $8.57M 0.02% +216,160 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,559 shares; 2024Q4: 15,547 shares; 2025Q1: 14,944 shares; 2025Q2: 14,545 shares 14,545 $8.24M 0.02% -399 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,302 shares; 2024Q4: 17,187 shares; 2025Q1: 16,961 shares; 2025Q2: 16,393 shares 16,393 $8.2M 0.02% -568 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,035 shares; 2024Q4: 45,556 shares; 2025Q1: 44,323 shares; 2025Q2: 44,341 shares 44,341 $8.12M 0.02% +18 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,347 shares; 2024Q4: 405,240 shares; 2025Q1: 372,705 shares; 2025Q2: 330,682 shares 330,682 $8.02M 0.02% -42,023 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,919 shares; 2024Q4: 228,809 shares; 2025Q1: 220,519 shares; 2025Q2: 222,518 shares 222,518 $7.94M 0.02% +1,999 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,475 shares; 2024Q4: 179,347 shares; 2025Q1: 119,229 shares; 2025Q2: 91,083 shares 91,083 $7.57M 0.02% -28,146 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,462 shares; 2024Q4: 15,198 shares; 2025Q1: 15,295 shares; 2025Q2: 14,772 shares 14,772 $7.51M 0.02% -523 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,313 shares; 2024Q4: 49,619 shares; 2025Q1: 153,041 shares; 2025Q2: 46,840 shares 46,840 $7.46M 0.02% -106,201 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,010 shares; 2024Q4: 55,071 shares; 2025Q1: 52,626 shares; 2025Q2: 48,382 shares 48,382 $7.37M 0.02% -4,244 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,699 shares; 2024Q4: 41,979 shares; 2025Q1: 15,823 shares; 2025Q2: 10,206 shares 10,206 $7.22M 0.02% -5,617 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,670 shares; 2024Q4: 203,899 shares; 2025Q1: 205,208 shares; 2025Q2: 91,252 shares 91,252 $7.18M 0.02% -113,956 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,275 shares; 2024Q4: 78,653 shares; 2025Q1: 143,399 shares; 2025Q2: 54,070 shares 54,070 $6.94M 0.02% -89,329 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,737 shares; 2024Q4: 22,816 shares; 2025Q1: 21,821 shares; 2025Q2: 75,048 shares 75,048 $6.85M 0.02% +53,227 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,021 shares; 2024Q4: 145,344 shares; 2025Q1: 143,818 shares; 2025Q2: 140,167 shares 140,167 $6.76M 0.02% -3,651 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,207 shares; 2024Q4: 25,577 shares; 2025Q1: 28,074 shares; 2025Q2: 27,315 shares 27,315 $6.75M 0.02% -759 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,060 shares; 2024Q4: 153,560 shares; 2025Q1: 277,765 shares; 2025Q2: 251,083 shares 251,083 $6.54M 0.02% -26,682 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,598 shares 95,598 $6.54M 0.02% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,732 shares; 2024Q4: 113,115 shares; 2025Q1: 110,915 shares; 2025Q2: 103,070 shares 103,070 $6.3M 0.02% -7,845 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,019 shares; 2024Q4: 31,513 shares; 2025Q1: 30,876 shares; 2025Q2: 30,156 shares 30,156 $6.26M 0.02% -720 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,313 shares; 2024Q4: 67,859 shares; 2025Q1: 69,022 shares; 2025Q2: 65,231 shares 65,231 $5.94M 0.02% -3,791 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,258 shares; 2024Q4: 209,768 shares; 2025Q1: 69,274 shares; 2025Q2: 64,705 shares 64,705 $5.88M 0.02% -4,569 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 6,697 shares; 2025Q1: 4,807 shares; 2025Q2: 63,414 shares 63,414 $5.72M 0.01% +58,607 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,664 shares; 2024Q4: 136,999 shares; 2025Q1: 131,647 shares; 2025Q2: 130,560 shares 130,560 $5.65M 0.01% -1,087 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,460 shares; 2024Q4: 239,498 shares; 2025Q1: 242,209 shares; 2025Q2: 62,576 shares 62,576 $5.62M 0.01% -179,633 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,958 shares; 2024Q4: 96,217 shares; 2025Q1: 106,033 shares; 2025Q2: 106,581 shares 106,581 $5.58M 0.01% +548 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,950 shares; 2024Q4: 28,880 shares; 2025Q1: 27,935 shares; 2025Q2: 26,998 shares 26,998 $5.53M 0.01% -937 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,146 shares; 2024Q4: 21,410 shares; 2025Q1: 21,587 shares; 2025Q2: 20,691 shares 20,691 $5.3M 0.01% -896 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,404 shares; 2024Q4: 85,464 shares; 2025Q1: 81,033 shares; 2025Q2: 78,291 shares 78,291 $5.28M 0.01% -2,742 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,143 shares; 2024Q4: 15,170 shares; 2025Q1: 16,072 shares; 2025Q2: 24,748 shares 24,748 $5.27M 0.01% +8,676 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,276 shares; 2024Q4: 68,810 shares; 2025Q1: 70,672 shares; 2025Q2: 74,681 shares 74,681 $5.16M 0.01% +4,009 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,588 shares; 2024Q4: 96,298 shares; 2025Q1: 119,923 shares; 2025Q2: 108,305 shares 108,305 $5.01M 0.01% -11,618 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,755 shares; 2024Q4: 54,977 shares; 2025Q1: 54,352 shares; 2025Q2: 53,294 shares 53,294 $4.88M 0.01% -1,058 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,196 shares; 2024Q4: 20,180 shares; 2025Q1: 19,740 shares; 2025Q2: 19,238 shares 19,238 $4.58M 0.01% -502 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,882 shares; 2024Q4: 96,807 shares; 2025Q1: 75,369 shares; 2025Q2: 41,559 shares 41,559 $4.57M 0.01% -33,810 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,605 shares; 2024Q4: 29,091 shares; 2025Q1: 29,318 shares; 2025Q2: 29,193 shares 29,193 $4.39M 0.01% -125 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,983 shares; 2024Q4: 44,529 shares; 2025Q1: 33,367 shares; 2025Q2: 12,724 shares 12,724 $4.37M 0.01% -20,643 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,565 shares; 2024Q4: 19,080 shares; 2025Q1: 20,191 shares; 2025Q2: 19,075 shares 19,075 $4.36M 0.01% -1,116 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,479 shares; 2024Q4: 33,846 shares; 2025Q1: 34,381 shares; 2025Q2: 32,052 shares 32,052 $4.27M 0.01% -2,329 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,433 shares; 2024Q4: 16,330 shares; 2025Q1: 11,470 shares; 2025Q2: 8,267 shares 8,267 $4.24M 0.01% -3,203 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,397 shares; 2024Q4: 429,741 shares; 2025Q1: 139,305 shares; 2025Q2: 129,117 shares 129,117 $4.21M 0.01% -10,188 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 34,883 shares 34,883 $4.15M 0.01% +32,835 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,872 shares; 2024Q4: 105,369 shares; 2025Q1: 144,956 shares; 2025Q2: 27,514 shares 27,514 $4.12M 0.01% -117,442 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,583 shares; 2024Q4: 64,624 shares; 2025Q1: 61,853 shares; 2025Q2: 60,848 shares 60,848 $4.09M 0.01% -1,005 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,374 shares; 2024Q4: 19,434 shares; 2025Q1: 17,950 shares; 2025Q2: 15,889 shares 15,889 $3.95M 0.01% -2,061 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,422 shares; 2024Q4: 30,747 shares; 2025Q1: 28,276 shares; 2025Q2: 50,041 shares 50,041 $3.87M 0.01% +21,765 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,934 shares; 2024Q4: 15,430 shares; 2025Q1: 14,400 shares; 2025Q2: 13,293 shares 13,293 $3.75M 0.01% -1,107 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: 11,285 shares; 2025Q1: 12,055 shares; 2025Q2: 11,315 shares 11,315 $3.74M 0.01% -740 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,280 shares; 2024Q4: 33,706 shares; 2025Q1: 26,530 shares; 2025Q2: 20,540 shares 20,540 $3.72M 0.01% -5,990 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,985 shares; 2024Q4: 17,793 shares; 2025Q1: 17,528 shares; 2025Q2: 17,080 shares 17,080 $3.71M 0.01% -448 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,837 shares; 2024Q4: 10,970 shares; 2025Q1: 15,527 shares; 2025Q2: 16,940 shares 16,940 $3.7M 0.01% +1,413 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,849 shares; 2024Q4: 42,380 shares; 2025Q1: 39,224 shares; 2025Q2: 36,348 shares 36,348 $3.59M 0.01% -2,876 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,785 shares; 2024Q4: 24,571 shares; 2025Q1: 28,132 shares; 2025Q2: 27,261 shares 27,261 $3.51M 0.01% -871 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,379 shares; 2024Q4: 17,595 shares; 2025Q1: 18,101 shares; 2025Q2: 17,899 shares 17,899 $3.5M 0.01% -202 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,380 shares; 2024Q4: 17,541 shares; 2025Q1: 12,923 shares; 2025Q2: 9,920 shares 9,920 $3.47M 0.01% -3,003 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,292 shares; 2024Q4: 24,161 shares; 2025Q1: 25,032 shares; 2025Q2: 25,940 shares 25,940 $3.46M 0.01% +908 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,524 shares; 2024Q4: 61,816 shares; 2025Q1: 61,794 shares; 2025Q2: 58,897 shares 58,897 $3.45M 0.01% -2,897 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,010 shares; 2025Q1: 717 shares; 2025Q2: 592 shares 592 $3.42M 0.01% -125 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,248 shares 73,248 $3.39M 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,694 shares; 2024Q4: 34,579 shares; 2025Q1: 33,267 shares; 2025Q2: 32,650 shares 32,650 $3.39M 0.01% -617 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,388 shares; 2025Q1: 33,723 shares; 2025Q2: 34,414 shares 34,414 $3.35M 0.01% +691 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,972 shares; 2024Q4: 18,908 shares; 2025Q1: 22,351 shares; 2025Q2: 17,912 shares 17,912 $3.34M 0.01% -4,439 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,731 shares; 2024Q4: 11,046 shares; 2025Q1: 12,336 shares; 2025Q2: 11,253 shares 11,253 $3.26M 0.01% -1,083 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,108 shares; 2024Q4: 73,312 shares; 2025Q1: 71,724 shares; 2025Q2: 10,700 shares 10,700 $3.21M 0.01% -61,024 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,106 shares; 2024Q4: 74,309 shares; 2025Q1: 74,265 shares; 2025Q2: 75,617 shares 75,617 $3.2M 0.01% +1,352 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 26,377 shares; 2025Q1: 21,449 shares; 2025Q2: 3,988 shares 3,988 $3.2M 0.01% -17,461 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 6,113 shares; 2025Q1: 6,030 shares; 2025Q2: 6,228 shares 6,228 $3.12M 0.01% +198 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,854 shares; 2024Q4: 23,662 shares; 2025Q1: 22,019 shares; 2025Q2: 22,696 shares 22,696 $3.06M 0.01% +677 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,758 shares; 2024Q4: 28,939 shares; 2025Q1: 29,007 shares; 2025Q2: 28,723 shares 28,723 $3.03M 0.01% -284 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,763 shares; 2024Q4: 74,538 shares; 2025Q1: 45,549 shares; 2025Q2: 42,598 shares 42,598 $3.03M 0.01% -2,951 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,819 shares; 2025Q1: 2,828 shares; 2025Q2: 2,834 shares 2,834 $2.97M 0.01% +6 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,065 shares; 2024Q4: 123,829 shares; 2025Q1: 23,415 shares; 2025Q2: 18,996 shares 18,996 $2.96M 0.01% -4,419 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,635 shares; 2024Q4: 116,027 shares; 2025Q1: 116,437 shares; 2025Q2: 118,695 shares 118,695 $2.9M 0.01% +2,258 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436,540 shares 436,540 $2.85M 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,040 shares; 2024Q4: 24,561 shares; 2025Q1: 24,451 shares; 2025Q2: 24,560 shares 24,560 $2.72M 0.01% +109 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,770 shares; 2024Q4: 21,833 shares; 2025Q1: 20,521 shares; 2025Q2: 19,145 shares 19,145 $2.72M 0.01% -1,376 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,463 shares; 2024Q4: 253,985 shares; 2025Q1: 414,772 shares; 2025Q2: 47,756 shares 47,756 $2.68M 0.01% -367,016 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,963 shares; 2024Q4: 8,126 shares; 2025Q1: 7,509 shares; 2025Q2: 6,796 shares 6,796 $2.64M 0.01% -713 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,090 shares; 2024Q4: 80,376 shares; 2025Q1: 76,795 shares; 2025Q2: 73,686 shares 73,686 $2.64M 0.01% -3,109 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,395 shares; 2024Q4: 13,362 shares; 2025Q1: 13,104 shares; 2025Q2: 13,005 shares 13,005 $2.62M 0.01% -99 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,418 shares; 2024Q4: 109,652 shares; 2025Q1: 111,091 shares; 2025Q2: 108,739 shares 108,739 $2.59M 0.01% -2,352 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,076 shares; 2024Q4: 23,768 shares; 2025Q1: 21,999 shares; 2025Q2: 19,101 shares 19,101 $2.57M 0.01% -2,898 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,065 shares; 2024Q4: 15,830 shares; 2025Q1: 16,241 shares; 2025Q2: 14,737 shares 14,737 $2.54M 0.01% -1,504 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,259 shares; 2024Q4: 130,965 shares; 2025Q1: 117,451 shares; 2025Q2: 111,329 shares 111,329 $2.49M 0.01% -6,122 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,632 shares; 2024Q4: 5,763 shares; 2025Q1: 5,923 shares; 2025Q2: 5,403 shares 5,403 $2.41M 0.01% -520 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,960 shares; 2024Q4: 35,946 shares; 2025Q1: 35,242 shares; 2025Q2: 35,153 shares 35,153 $2.37M 0.01% -89 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,247 shares; 2024Q4: 5,257 shares; 2025Q1: 5,304 shares; 2025Q2: 5,308 shares 5,308 $2.32M 0.01% +4 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,953 shares; 2024Q4: 23,367 shares; 2025Q1: 22,949 shares; 2025Q2: 23,018 shares 23,018 $2.31M 0.01% +69 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,358 shares; 2024Q4: 21,457 shares; 2025Q1: 23,028 shares; 2025Q2: 25,279 shares 25,279 $2.3M 0.01% +2,251 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,378 shares; 2024Q4: 27,378 shares; 2025Q1: 28,457 shares; 2025Q2: 34,347 shares 34,347 $2.3M 0.01% +5,890 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,688 shares; 2024Q4: 78,921 shares; 2025Q1: 10,793 shares; 2025Q2: 10,222 shares 10,222 $2.26M 0.01% -571 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,333 shares; 2024Q4: 55,493 shares; 2025Q1: 50,612 shares; 2025Q2: 49,544 shares 49,544 $2.24M 0.01% -1,068 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,215 shares; 2024Q4: 31,829 shares; 2025Q1: 30,320 shares; 2025Q2: 26,435 shares 26,435 $2.23M 0.01% -3,885 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,591 shares; 2024Q4: 31,967 shares; 2025Q1: 33,533 shares; 2025Q2: 29,541 shares 29,541 $2.16M 0.01% -3,992 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,334 shares; 2024Q4: 14,494 shares; 2025Q1: 15,442 shares; 2025Q2: 14,644 shares 14,644 $2.16M 0.01% -798 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,382 shares; 2024Q4: 12,301 shares; 2025Q1: 11,417 shares; 2025Q2: 11,880 shares 11,880 $2.16M 0.01% +463 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,473 shares; 2024Q4: 70,290 shares; 2025Q1: 55,017 shares; 2025Q2: 43,673 shares 43,673 $2.14M 0.01% -11,344 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,941 shares; 2024Q4: 6,054 shares; 2025Q1: 6,598 shares; 2025Q2: 6,326 shares 6,326 $2.1M 0.01% -272 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,650 shares; 2024Q4: 32,600 shares; 2025Q1: 31,381 shares; 2025Q2: 36,993 shares 36,993 $2.09M 0.01% +5,612 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,627 shares; 2024Q4: 17,605 shares; 2025Q1: 18,777 shares; 2025Q2: 17,414 shares 17,414 $2.08M 0.01% -1,363 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,554 shares; 2024Q4: 15,327 shares; 2025Q1: 14,292 shares; 2025Q2: 15,293 shares 15,293 $2.08M 0.01% +1,001 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,459 shares; 2024Q4: 7,150 shares; 2025Q1: 6,976 shares; 2025Q2: 6,371 shares 6,371 $2.06M 0.01% -605 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,122 shares; 2024Q4: 8,464 shares; 2025Q1: not reported; 2025Q2: 41,898 shares 41,898 $2.04M 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,483 shares; 2024Q4: 19,561 shares; 2025Q1: 28,521 shares; 2025Q2: 17,838 shares 17,838 $2.03M 0.01% -10,683 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 2,389 shares; 2025Q1: 2,407 shares; 2025Q2: 2,231 shares 2,231 $2M 0.01% -176 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,892 shares; 2024Q4: 32,167 shares; 2025Q1: 28,343 shares; 2025Q2: 26,317 shares 26,317 $1.99M 0.01% -2,026 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,926 shares; 2024Q4: 16,078 shares; 2025Q1: 17,853 shares; 2025Q2: 22,794 shares 22,794 $1.94M 0.01% +4,941 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,959 shares; 2024Q4: 9,224 shares; 2025Q1: 7,431 shares; 2025Q2: 6,221 shares 6,221 $1.94M 0.01% -1,210 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 7,733 shares; 2025Q1: 7,682 shares; 2025Q2: 7,237 shares 7,237 $1.93M 0.01% -445 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,973 shares; 2024Q4: 13,931 shares; 2025Q1: 12,404 shares; 2025Q2: 11,092 shares 11,092 $1.91M <0.01% -1,312 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,407 shares; 2024Q4: 31,016 shares; 2025Q1: 29,165 shares; 2025Q2: 27,639 shares 27,639 $1.91M <0.01% -1,526 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,032 shares; 2024Q4: 35,997 shares; 2025Q1: 4,646 shares; 2025Q2: 4,515 shares 4,515 $1.9M <0.01% -131 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,351 shares; 2024Q4: 18,320 shares; 2025Q1: 19,162 shares; 2025Q2: 22,109 shares 22,109 $1.88M <0.01% +2,947 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,032 shares; 2024Q4: 6,432 shares; 2025Q1: 6,243 shares; 2025Q2: 6,392 shares 6,392 $1.86M <0.01% +149 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,519 shares; 2024Q4: 11,689 shares; 2025Q1: 11,873 shares; 2025Q2: 10,159 shares 10,159 $1.86M <0.01% -1,714 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,558 shares; 2024Q4: 47,952 shares; 2025Q1: 9,641 shares; 2025Q2: 6,759 shares 6,759 $1.85M <0.01% -2,882 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 4,870 shares; 2025Q1: 4,690 shares; 2025Q2: 4,511 shares 4,511 $1.84M <0.01% -179 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 3,725 shares; 2025Q1: 3,675 shares; 2025Q2: 4,429 shares 4,429 $1.76M <0.01% +754 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,796 shares; 2024Q4: 12,771 shares; 2025Q1: 15,184 shares; 2025Q2: 13,844 shares 13,844 $1.75M <0.01% -1,340 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,144 shares; 2024Q4: 7,664 shares; 2025Q1: 7,586 shares; 2025Q2: 7,365 shares 7,365 $1.75M <0.01% -221 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,262 shares; 2024Q4: 4,541 shares; 2025Q1: 96,441 shares; 2025Q2: 9,904 shares 9,904 $1.75M <0.01% -86,537 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,356 shares; 2025Q1: 6,164 shares; 2025Q2: 6,268 shares 6,268 $1.69M <0.01% +104 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,574 shares; 2024Q4: 25,574 shares; 2025Q1: 25,538 shares; 2025Q2: 26,192 shares 26,192 $1.67M <0.01% +654 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,059 shares; 2024Q4: 10,447 shares; 2025Q1: 10,056 shares; 2025Q2: 8,630 shares 8,630 $1.66M <0.01% -1,426 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,360 shares; 2025Q1: 3,603 shares; 2025Q2: 3,754 shares 3,754 $1.65M <0.01% +151 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 11,588 shares; 2025Q1: 10,405 shares; 2025Q2: 9,892 shares 9,892 $1.64M <0.01% -513 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,045 shares; 2024Q4: 11,639 shares; 2025Q1: 12,294 shares; 2025Q2: 12,275 shares 12,275 $1.63M <0.01% -19 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,946 shares; 2025Q1: 2,921 shares; 2025Q2: 2,993 shares 2,993 $1.6M <0.01% +72 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,449 shares; 2024Q4: 5,151 shares; 2025Q1: 5,031 shares; 2025Q2: 5,101 shares 5,101 $1.55M <0.01% +70 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,258 shares; 2024Q4: 54,812 shares; 2025Q1: 31,214 shares; 2025Q2: 18,393 shares 18,393 $1.53M <0.01% -12,821 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,869 shares; 2024Q4: 53,659 shares; 2025Q1: 52,555 shares; 2025Q2: 51,726 shares 51,726 $1.51M <0.01% -829 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 12,367 shares; 2025Q1: 15,053 shares; 2025Q2: 1,999 shares 1,999 $1.51M <0.01% -13,054 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,605 shares; 2024Q4: 14,370 shares; 2025Q1: 14,206 shares; 2025Q2: 14,085 shares 14,085 $1.5M <0.01% -121 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,386 shares; 2024Q4: 11,458 shares; 2025Q1: 11,768 shares; 2025Q2: 11,354 shares 11,354 $1.49M <0.01% -414 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,731 shares; 2024Q4: 10,556 shares; 2025Q1: 9,877 shares; 2025Q2: 9,984 shares 9,984 $1.48M <0.01% +107 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,780 shares; 2024Q4: 14,198 shares; 2025Q1: 12,881 shares; 2025Q2: 10,438 shares 10,438 $1.45M <0.01% -2,443 EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 4,371 shares; 2025Q1: 3,119 shares; 2025Q2: 1,816 shares 1,816 $1.44M <0.01% -1,303 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 581 shares; 2025Q1: not reported; 2025Q2: 3,848 shares 3,848 $1.44M <0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,756 shares; 2024Q4: 17,517 shares; 2025Q1: 14,793 shares; 2025Q2: 6,284 shares 6,284 $1.43M <0.01% -8,509 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,698 shares; 2024Q4: 50,795 shares; 2025Q1: 59,804 shares; 2025Q2: 64,490 shares 64,490 $1.43M <0.01% +4,686 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,623 shares; 2024Q4: 11,187 shares; 2025Q1: 13,578 shares; 2025Q2: 13,651 shares 13,651 $1.42M <0.01% +73 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,111 shares; 2024Q4: 36,538 shares; 2025Q1: 32,245 shares; 2025Q2: 27,379 shares 27,379 $1.42M <0.01% -4,866 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 4,315 shares; 2025Q1: 4,148 shares; 2025Q2: 3,912 shares 3,912 $1.42M <0.01% -236 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,190 shares; 2025Q1: 6,123 shares; 2025Q2: 7,140 shares 7,140 $1.39M <0.01% +1,017 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 5,380 shares; 2025Q1: 5,745 shares; 2025Q2: 6,182 shares 6,182 $1.38M <0.01% +437 Timeline XLRE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,126 shares; 2024Q4: 15,638 shares; 2025Q1: 13,957 shares; 2025Q2: 32,120 shares 32,120 $1.33M <0.01% +18,163 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,611 shares; 2024Q4: 11,224 shares; 2025Q1: 11,339 shares; 2025Q2: 12,490 shares 12,490 $1.32M <0.01% +1,151 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,938 shares; 2024Q4: 14,974 shares; 2025Q1: 14,012 shares; 2025Q2: 13,120 shares 13,120 $1.3M <0.01% -892 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,457 shares; 2025Q1: 1,394 shares; 2025Q2: 1,536 shares 1,536 $1.27M <0.01% +142 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,360 shares; 2024Q4: 18,287 shares; 2025Q1: 17,895 shares; 2025Q2: 17,699 shares 17,699 $1.27M <0.01% -196 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,835 shares; 2024Q4: 15,530 shares; 2025Q1: 14,383 shares; 2025Q2: 29,980 shares 29,980 $1.26M <0.01% +15,597 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 3,876 shares; 2025Q1: 24,129 shares; 2025Q2: 22,995 shares 22,995 $1.26M <0.01% -1,134 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,817 shares; 2024Q4: 6,842 shares; 2025Q1: 6,762 shares; 2025Q2: 6,857 shares 6,857 $1.26M <0.01% +95 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,545 shares; 2024Q4: 62,479 shares; 2025Q1: 53,996 shares; 2025Q2: 47,284 shares 47,284 $1.25M <0.01% -6,712 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,845 shares; 2024Q4: 27,845 shares; 2025Q1: 19,651 shares; 2025Q2: 19,651 shares 19,651 $1.25M <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,514 shares; 2024Q4: 21,259 shares; 2025Q1: 23,021 shares; 2025Q2: 20,191 shares 20,191 $1.25M <0.01% -2,830 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,091 shares; 2024Q4: 14,924 shares; 2025Q1: 14,658 shares; 2025Q2: 12,284 shares 12,284 $1.24M <0.01% -2,374 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,397 shares; 2025Q1: 3,602 shares; 2025Q2: 3,750 shares 3,750 $1.23M <0.01% +148 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,618 shares; 2025Q1: 13,121 shares; 2025Q2: 11,283 shares 11,283 $1.19M <0.01% -1,838 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,539 shares; 2024Q4: 23,822 shares; 2025Q1: 26,732 shares; 2025Q2: 27,414 shares 27,414 $1.18M <0.01% +682 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,679 shares; 2024Q4: 15,699 shares; 2025Q1: 14,082 shares; 2025Q2: 11,833 shares 11,833 $1.18M <0.01% -2,249 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,191 shares; 2025Q1: 2,154 shares; 2025Q2: 2,149 shares 2,149 $1.15M <0.01% -5 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,412 shares; 2024Q4: 19,814 shares; 2025Q1: 19,536 shares; 2025Q2: 21,173 shares 21,173 $1.14M <0.01% +1,637 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 6,992 shares; 2025Q1: 6,827 shares; 2025Q2: 6,680 shares 6,680 $1.14M <0.01% -147 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,214 shares; 2024Q4: 11,707 shares; 2025Q1: 11,708 shares; 2025Q2: 12,169 shares 12,169 $1.14M <0.01% +461 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,741 shares; 2024Q4: 7,071 shares; 2025Q1: 12,770 shares; 2025Q2: 12,928 shares 12,928 $1.13M <0.01% +158 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 7,337 shares; 2025Q1: 7,195 shares; 2025Q2: 7,380 shares 7,380 $1.11M <0.01% +185 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 9,183 shares; 2025Q1: 9,124 shares; 2025Q2: 8,975 shares 8,975 $1.11M <0.01% -149 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,866 shares; 2025Q1: 4,511 shares; 2025Q2: 4,545 shares 4,545 $1.1M <0.01% +34 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,288 shares; 2025Q1: 4,108 shares; 2025Q2: 4,444 shares 4,444 $1.1M <0.01% +336 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,874 shares; 2024Q4: 12,869 shares; 2025Q1: 16,325 shares; 2025Q2: 9,027 shares 9,027 $1.08M <0.01% -7,298 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,921 shares; 2025Q1: 1,826 shares; 2025Q2: 1,896 shares 1,896 $1.07M <0.01% +70 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 6,831 shares; 2025Q1: 5,022 shares; 2025Q2: 7,253 shares 7,253 $1.05M <0.01% +2,231 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 5,431 shares; 2025Q1: 79,735 shares; 2025Q2: 4,311 shares 4,311 $1.03M <0.01% -75,424 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,098 shares; 2024Q4: 7,553 shares; 2025Q1: 8,069 shares; 2025Q2: 8,121 shares 8,121 $1.03M <0.01% +52 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,989 shares; 2024Q4: 43,000 shares; 2025Q1: 43,000 shares; 2025Q2: 43,000 shares 43,000 $1.03M <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 3,787 shares; 2025Q1: 4,004 shares; 2025Q2: 3,885 shares 3,885 $1.02M <0.01% -119 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 8,380 shares; 2025Q1: 8,065 shares; 2025Q2: 7,983 shares 7,983 $1.02M <0.01% -82 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,455 shares; 2024Q4: 7,422 shares; 2025Q1: 7,372 shares; 2025Q2: 7,608 shares 7,608 $1.01M <0.01% +236 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,569 shares; 2024Q4: 10,499 shares; 2025Q1: 10,005 shares; 2025Q2: 10,531 shares 10,531 $1.01M <0.01% +526 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,875 shares; 2025Q1: 8,474 shares; 2025Q2: 8,282 shares 8,282 $1M <0.01% -192 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 4,112 shares; 2025Q1: 4,065 shares; 2025Q2: 4,065 shares 4,065 $996K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,449 shares; 2024Q4: 22,661 shares; 2025Q1: 22,170 shares; 2025Q2: 21,901 shares 21,901 $993K <0.01% -269 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,786 shares; 2024Q4: 12,040 shares; 2025Q1: 11,674 shares; 2025Q2: 12,145 shares 12,145 $989K <0.01% +471 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 16,925 shares; 2025Q1: 15,174 shares; 2025Q2: 14,326 shares 14,326 $983K <0.01% -848 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,656 shares; 2024Q4: 6,244 shares; 2025Q1: 5,994 shares; 2025Q2: 5,590 shares 5,590 $969K <0.01% -404 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,803 shares; 2024Q4: 7,892 shares; 2025Q1: 8,288 shares; 2025Q2: 7,586 shares 7,586 $966K <0.01% -702 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 4,243 shares; 2025Q1: 4,243 shares; 2025Q2: 4,243 shares 4,243 $950K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,527 shares; 2024Q4: 32,911 shares; 2025Q1: 28,590 shares; 2025Q2: 30,576 shares 30,576 $948K <0.01% +1,986 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,021 shares; 2025Q1: 26,018 shares; 2025Q2: 1,803 shares 1,803 $946K <0.01% -24,215 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,899 shares; 2025Q1: 3,903 shares; 2025Q2: 3,771 shares 3,771 $946K <0.01% -132 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,773 shares; 2024Q4: 13,748 shares; 2025Q1: 13,283 shares; 2025Q2: 12,659 shares 12,659 $943K <0.01% -624 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,453 shares; 2025Q1: 9,352 shares; 2025Q2: 9,352 shares 9,352 $937K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,448 shares; 2024Q4: 7,119 shares; 2025Q1: 7,054 shares; 2025Q2: 5,637 shares 5,637 $935K <0.01% -1,417 Timeline LQPE TIDAL TR III PEO QUEST LIQUID More: the full row for TIDAL TR III PEO QUEST LIQUID Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,627 shares; 2025Q2: 49,627 shares 49,627 $926K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,798 shares; 2025Q1: 2,519 shares; 2025Q2: 2,569 shares 2,569 $916K <0.01% +50 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 1,047 shares; 2025Q1: 993 shares; 2025Q2: 2,598 shares 2,598 $907K <0.01% +1,605 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 5,192 shares; 2025Q1: 5,348 shares; 2025Q2: 7,372 shares 7,372 $904K <0.01% +2,024 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,554 shares; 2024Q4: 28,932 shares; 2025Q1: 28,392 shares; 2025Q2: 35,488 shares 35,488 $898K <0.01% +7,096 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,893 shares; 2024Q4: 9,996 shares; 2025Q1: 9,917 shares; 2025Q2: 9,817 shares 9,817 $893K <0.01% -100 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,395 shares; 2024Q4: 29,316 shares; 2025Q1: 29,316 shares; 2025Q2: 29,316 shares 29,316 $874K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 860 shares; 2025Q1: 854 shares; 2025Q2: 832 shares 832 $864K <0.01% -22 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,935 shares; 2024Q4: 22,870 shares; 2025Q1: 20,462 shares; 2025Q2: 19,786 shares 19,786 $859K <0.01% -676 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,012 shares; 2025Q1: 3,012 shares; 2025Q2: 3,012 shares 3,012 $858K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,667 shares; 2024Q4: 13,747 shares; 2025Q1: 13,624 shares; 2025Q2: 12,557 shares 12,557 $855K <0.01% -1,067 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,067 shares; 2024Q4: 9,855 shares; 2025Q1: 10,539 shares; 2025Q2: 10,611 shares 10,611 $853K <0.01% +72 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,304 shares; 2024Q4: 17,162 shares; 2025Q1: 13,531 shares; 2025Q2: 10,623 shares 10,623 $853K <0.01% -2,908 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,245 shares; 2024Q4: 11,055 shares; 2025Q1: 10,702 shares; 2025Q2: 12,076 shares 12,076 $850K <0.01% +1,374 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,287 shares; 2024Q4: 10,943 shares; 2025Q1: 10,801 shares; 2025Q2: 10,865 shares 10,865 $850K <0.01% +64 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,846 shares; 2024Q4: 10,510 shares; 2025Q1: 8,915 shares; 2025Q2: 8,001 shares 8,001 $841K <0.01% -914 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 7,586 shares; 2025Q1: 7,147 shares; 2025Q2: 8,332 shares 8,332 $823K <0.01% +1,185 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,454 shares; 2024Q4: 12,726 shares; 2025Q1: 12,946 shares; 2025Q2: 11,698 shares 11,698 $817K <0.01% -1,248 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,644 shares; 2025Q1: 2,608 shares; 2025Q2: 2,574 shares 2,574 $797K <0.01% -34 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,153 shares; 2025Q1: 4,981 shares; 2025Q2: 5,107 shares 5,107 $787K <0.01% +126 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 10,509 shares; 2025Q1: 10,318 shares; 2025Q2: 10,275 shares 10,275 $779K <0.01% -43 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,270 shares; 2025Q1: 5,168 shares; 2025Q2: 4,757 shares 4,757 $764K <0.01% -411 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,271 shares; 2024Q4: 13,517 shares; 2025Q1: 13,360 shares; 2025Q2: 13,954 shares 13,954 $734K <0.01% +594 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 4,082 shares; 2025Q1: 2,062 shares; 2025Q2: 2,225 shares 2,225 $712K <0.01% +163 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 5,946 shares; 2025Q1: 5,600 shares; 2025Q2: 5,560 shares 5,560 $702K <0.01% -40 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 14,730 shares; 2025Q1: 13,904 shares; 2025Q2: 13,239 shares 13,239 $699K <0.01% -665 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,356 shares; 2024Q4: 8,947 shares; 2025Q1: 9,547 shares; 2025Q2: 8,813 shares 8,813 $699K <0.01% -734 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 267 shares; 2025Q1: 257 shares; 2025Q2: 189 shares 189 $698K <0.01% -68 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 7,387 shares; 2025Q1: 7,058 shares; 2025Q2: 7,213 shares 7,213 $683K <0.01% +155 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,396 shares; 2025Q1: 2,336 shares; 2025Q2: 2,207 shares 2,207 $680K <0.01% -129 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,843 shares; 2024Q4: 11,709 shares; 2025Q1: 10,908 shares; 2025Q2: 9,426 shares 9,426 $664K <0.01% -1,482 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,313 shares; 2024Q4: 10,604 shares; 2025Q1: 10,391 shares; 2025Q2: 8,814 shares 8,814 $653K <0.01% -1,577 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,738 shares; 2024Q4: 10,228 shares; 2025Q1: 9,725 shares; 2025Q2: 9,984 shares 9,984 $639K <0.01% +259 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,846 shares; 2024Q4: 13,871 shares; 2025Q1: 14,377 shares; 2025Q2: 14,389 shares 14,389 $639K <0.01% +12 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,027 shares; 2024Q4: 7,397 shares; 2025Q1: 23,471 shares; 2025Q2: 7,195 shares 7,195 $632K <0.01% -16,276 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,263 shares; 2025Q1: 2,259 shares; 2025Q2: 2,223 shares 2,223 $630K <0.01% -36 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,032 shares; 2025Q1: 5,836 shares; 2025Q2: 5,655 shares 5,655 $626K <0.01% -181 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,276 shares; 2024Q4: 17,776 shares; 2025Q1: 19,001 shares; 2025Q2: 18,552 shares 18,552 $621K <0.01% -449 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,724 shares; 2024Q4: 19,278 shares; 2025Q1: 20,030 shares; 2025Q2: 20,657 shares 20,657 $618K <0.01% +627 Timeline CWI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,547 shares; 2024Q4: 17,547 shares; 2025Q1: 17,547 shares; 2025Q2: 18,879 shares 18,879 $617K <0.01% +1,332 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,697 shares; 2024Q4: 6,697 shares; 2025Q1: 6,697 shares; 2025Q2: 6,697 shares 6,697 $616K <0.01% 0 CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 8,477 shares; 2025Q1: 7,929 shares; 2025Q2: 7,879 shares 7,879 $615K <0.01% -50 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,208 shares; 2024Q4: 8,403 shares; 2025Q1: 8,189 shares; 2025Q2: 8,189 shares 8,189 $613K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 2,034 shares; 2025Q1: 2,472 shares; 2025Q2: 2,509 shares 2,509 $611K <0.01% +37 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 1,286 shares; 2025Q1: 1,343 shares; 2025Q2: 1,972 shares 1,972 $601K <0.01% +629 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 3,122 shares; 2025Q1: 3,050 shares; 2025Q2: 3,553 shares 3,553 $599K <0.01% +503 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 1,867 shares; 2025Q1: 5,961 shares; 2025Q2: 4,963 shares 4,963 $591K <0.01% -998 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,745 shares; 2025Q1: 2,097 shares; 2025Q2: 1,883 shares 1,883 $586K <0.01% -214 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,528 shares; 2025Q1: 2,372 shares; 2025Q2: 2,665 shares 2,665 $584K <0.01% +293 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,890 shares; 2025Q1: 20,420 shares; 2025Q2: 23,514 shares 23,514 $577K <0.01% +3,094 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 323 shares; 2025Q1: 320 shares; 2025Q2: 379 shares 379 $575K <0.01% +59 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,362 shares 2,362 $568K <0.01% -18 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,200 shares; 2025Q2: 9,012 shares 9,012 $563K <0.01% -188 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,965 shares; 2024Q4: 7,360 shares; 2025Q1: 6,655 shares; 2025Q2: 6,578 shares 6,578 $563K <0.01% -77 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 2,047 shares; 2025Q1: 1,893 shares; 2025Q2: 2,008 shares 2,008 $562K <0.01% +115 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,575 shares; 2025Q1: 4,343 shares; 2025Q2: 4,443 shares 4,443 $558K <0.01% +100 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,207 shares; 2024Q4: 4,394 shares; 2025Q1: 3,915 shares; 2025Q2: 4,485 shares 4,485 $553K <0.01% +570 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 6,359 shares; 2025Q1: 6,138 shares; 2025Q2: 6,052 shares 6,052 $552K <0.01% -86 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 277 shares; 2025Q2: 274 shares 274 $547K <0.01% -3 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 1,981 shares; 2025Q1: 1,975 shares; 2025Q2: 2,011 shares 2,011 $542K <0.01% +36 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,911 shares; 2024Q4: 7,565 shares; 2025Q1: 6,808 shares; 2025Q2: 7,143 shares 7,143 $541K <0.01% +335 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 4,156 shares; 2025Q1: 5,890 shares; 2025Q2: 3,989 shares 3,989 $536K <0.01% -1,901 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,179 shares; 2025Q1: 1,153 shares; 2025Q2: 1,706 shares 1,706 $534K <0.01% +553 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,070 shares; 2024Q4: 10,714 shares; 2025Q1: 10,663 shares; 2025Q2: 8,686 shares 8,686 $531K <0.01% -1,977 FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 4,447 shares; 2025Q1: 3,791 shares; 2025Q2: 5,834 shares 5,834 $530K <0.01% +2,043 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,751 shares; 2024Q4: 8,032 shares; 2025Q1: 7,825 shares; 2025Q2: 7,282 shares 7,282 $529K <0.01% -543 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,384 shares; 2025Q1: 1,576 shares; 2025Q2: 1,440 shares 1,440 $527K <0.01% -136 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,782 shares; 2025Q1: 4,930 shares; 2025Q2: 4,530 shares 4,530 $526K <0.01% -400 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 7,385 shares; 2025Q1: 5,985 shares; 2025Q2: 8,214 shares 8,214 $525K <0.01% +2,229 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,991 shares; 2024Q4: 4,725 shares; 2025Q1: 4,028 shares; 2025Q2: 6,271 shares 6,271 $525K <0.01% +2,243 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 4,617 shares; 2025Q1: 8,493 shares; 2025Q2: 8,462 shares 8,462 $512K <0.01% -31 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,091 shares; 2024Q4: 5,518 shares; 2025Q1: 6,310 shares; 2025Q2: 6,231 shares 6,231 $509K <0.01% -79 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,970 shares; 2024Q4: 7,153 shares; 2025Q1: 8,101 shares; 2025Q2: 7,978 shares 7,978 $507K <0.01% -123 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 5,736 shares; 2025Q1: 4,793 shares; 2025Q2: 4,202 shares 4,202 $504K <0.01% -591 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,400 shares; 2025Q2: 8,184 shares 8,184 $501K <0.01% +2,784 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,004 shares; 2024Q4: 27,298 shares; 2025Q1: 28,337 shares; 2025Q2: 4,832 shares 4,832 $491K <0.01% -23,505 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151,435 shares; 2025Q2: 4,172 shares 4,172 $481K <0.01% -147,263 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,796 shares; 2025Q1: 2,990 shares; 2025Q2: 2,571 shares 2,571 $478K <0.01% -419 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,397 shares; 2024Q4: 78,424 shares; 2025Q1: 74,534 shares; 2025Q2: 43,328 shares 43,328 $470K <0.01% -31,206 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,742 shares; 2024Q4: 6,546 shares; 2025Q1: 6,321 shares; 2025Q2: 4,599 shares 4,599 $464K <0.01% -1,722 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,635 shares; 2024Q4: 4,546 shares; 2025Q1: 4,926 shares; 2025Q2: 4,422 shares 4,422 $460K <0.01% -504 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,104 shares; 2025Q1: 979 shares; 2025Q2: 971 shares 971 $454K <0.01% -8 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 12,781 shares; 2025Q1: 7,832 shares; 2025Q2: 7,141 shares 7,141 $448K <0.01% -691 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,505 shares; 2024Q4: 11,240 shares; 2025Q1: 9,928 shares; 2025Q2: 8,497 shares 8,497 $448K <0.01% -1,431 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 3,762 shares; 2025Q1: 4,034 shares; 2025Q2: 4,142 shares 4,142 $445K <0.01% +108 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,580 shares; 2025Q1: 2,516 shares; 2025Q2: 2,524 shares 2,524 $443K <0.01% +8 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 3,154 shares; 2025Q1: 3,333 shares; 2025Q2: 3,486 shares 3,486 $441K <0.01% +153 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,056 shares; 2024Q4: 6,016 shares; 2025Q1: 6,019 shares; 2025Q2: 5,909 shares 5,909 $440K <0.01% -110 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,260 shares; 2025Q1: 4,260 shares; 2025Q2: 4,260 shares 4,260 $424K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,749 shares; 2025Q1: 3,443 shares; 2025Q2: 2,933 shares 2,933 $423K <0.01% -510 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,375 shares; 2024Q4: 7,375 shares; 2025Q1: 7,375 shares; 2025Q2: 7,375 shares 7,375 $420K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,373 shares; 2025Q1: 1,201 shares; 2025Q2: 1,375 shares 1,375 $418K <0.01% +174 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,494 shares; 2024Q4: 16,796 shares; 2025Q1: 15,954 shares; 2025Q2: 16,986 shares 16,986 $416K <0.01% +1,032 Timeline PLSE PULSE BIOSCIENCES INC More: the full row for PULSE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,298 shares; 2024Q4: 27,298 shares; 2025Q1: 27,298 shares; 2025Q2: 27,298 shares 27,298 $412K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,657 shares; 2024Q4: 23,604 shares; 2025Q1: 21,590 shares; 2025Q2: 15,527 shares 15,527 $411K <0.01% -6,063 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,138 shares; 2024Q4: 21,012 shares; 2025Q1: 23,304 shares; 2025Q2: 24,401 shares 24,401 $409K <0.01% +1,097 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,471 shares; 2024Q4: 5,031 shares; 2025Q1: 5,032 shares; 2025Q2: 4,893 shares 4,893 $398K <0.01% -139 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 906 shares; 2025Q1: 881 shares; 2025Q2: 881 shares 881 $396K <0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 3,758 shares; 2025Q1: 3,758 shares; 2025Q2: 3,758 shares 3,758 $395K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,631 shares; 2024Q4: 5,280 shares; 2025Q1: 5,234 shares; 2025Q2: 5,188 shares 5,188 $393K <0.01% -46 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: 4,838 shares; 2025Q1: 4,809 shares; 2025Q2: 4,253 shares 4,253 $390K <0.01% -556 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,794 shares; 2024Q4: 12,924 shares; 2025Q1: 11,814 shares; 2025Q2: 11,254 shares 11,254 $389K <0.01% -560 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,827 shares; 2025Q1: 3,629 shares; 2025Q2: 3,527 shares 3,527 $387K <0.01% -102 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,613 shares; 2024Q4: 7,974 shares; 2025Q1: 9,460 shares; 2025Q2: 9,360 shares 9,360 $385K <0.01% -100 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 2,955 shares; 2025Q1: 2,835 shares; 2025Q2: 2,827 shares 2,827 $383K <0.01% -8 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,129 shares; 2025Q1: 6,380 shares; 2025Q2: 7,351 shares 7,351 $383K <0.01% +971 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,579 shares; 2024Q4: 14,684 shares; 2025Q1: 13,671 shares; 2025Q2: 12,616 shares 12,616 $382K <0.01% -1,055 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,487 shares; 2024Q4: 5,487 shares; 2025Q1: 5,487 shares; 2025Q2: 5,481 shares 5,481 $380K <0.01% -6 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,722 shares; 2024Q4: 1,542 shares; 2025Q1: 1,213 shares; 2025Q2: 993 shares 993 $380K <0.01% -220 Timeline