IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,487,531 shares; 2024Q4: 55,081,925 shares; 2025Q1: 50,654,752 shares; 2025Q2: 46,789,572 shares; 2025Q3: 47,576,490 shares; 2025Q4: 46,633,589 shares 46,633,589 $4.18B 10.02% -942,901 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,867,483 shares; 2024Q4: 5,392,178 shares; 2025Q1: 5,333,373 shares; 2025Q2: 23,964,909 shares; 2025Q3: 25,364,396 shares; 2025Q4: 26,010,786 shares 26,010,786 $2.48B 5.94% +646,390 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,836,064 shares; 2024Q4: 43,352,361 shares; 2025Q1: 36,708,654 shares; 2025Q2: 33,093,734 shares; 2025Q3: 32,650,052 shares; 2025Q4: 32,487,788 shares 32,487,788 $2.19B 5.24% -162,264 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,690,169 shares; 2024Q4: 3,603,554 shares; 2025Q1: 3,621,210 shares; 2025Q2: 3,619,723 shares; 2025Q3: 3,511,847 shares; 2025Q4: 3,601,607 shares 3,601,607 $1.76B 4.21% +89,760 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,553,091 shares; 2024Q4: 6,245,400 shares; 2025Q1: 6,030,046 shares; 2025Q2: 6,102,300 shares; 2025Q3: 5,943,258 shares; 2025Q4: 5,878,296 shares 5,878,296 $1.63B 3.9% -64,962 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,313,924 shares; 2024Q4: 6,229,085 shares; 2025Q1: 6,499,231 shares; 2025Q2: 6,541,318 shares; 2025Q3: 6,514,642 shares; 2025Q4: 7,131,797 shares 7,131,797 $1.36B 3.26% +617,155 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059,122 shares; 2024Q4: 5,603,082 shares; 2025Q1: 5,556,526 shares; 2025Q2: 23,177,950 shares; 2025Q3: 24,591,007 shares; 2025Q4: 25,593,092 shares 25,593,092 $1.33B 3.18% +1,002,085 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,699,729 shares; 2024Q4: 22,143,362 shares; 2025Q1: 22,293,011 shares; 2025Q2: 19,859,881 shares; 2025Q3: 20,315,240 shares; 2025Q4: 20,427,521 shares 20,427,521 $1.28B 3.06% +112,281 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938,594 shares; 2024Q4: 1,571,174 shares; 2025Q1: 7,751,093 shares; 2025Q2: 14,807,882 shares; 2025Q3: 15,303,736 shares; 2025Q4: 15,520,503 shares 15,520,503 $1.21B 2.89% +216,767 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,602,536 shares; 2024Q4: 10,328,298 shares; 2025Q1: 11,158,373 shares; 2025Q2: 12,631,293 shares; 2025Q3: 12,145,832 shares; 2025Q4: 12,344,150 shares 12,344,150 $1.13B 2.72% +198,318 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,674,823 shares; 2024Q4: 5,567,375 shares; 2025Q1: 5,840,805 shares; 2025Q2: 6,274,672 shares; 2025Q3: 5,938,745 shares; 2025Q4: 5,986,011 shares 5,986,011 $897M 2.15% +47,266 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127,879 shares; 2024Q4: 2,078,785 shares; 2025Q1: 2,031,121 shares; 2025Q2: 1,980,891 shares; 2025Q3: 1,895,364 shares; 2025Q4: 1,852,198 shares 1,852,198 $881M 2.11% -43,166 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,664,823 shares; 2024Q4: 8,881,649 shares; 2025Q1: 8,769,111 shares; 2025Q2: 8,153,181 shares; 2025Q3: 8,520,453 shares; 2025Q4: 8,562,744 shares 8,562,744 $856M 2.05% +42,291 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,168 shares; 2024Q4: 205,804 shares; 2025Q1: 174,879 shares; 2025Q2: 30,751,087 shares; 2025Q3: 32,786,823 shares; 2025Q4: 35,617,520 shares 35,617,520 $821M 1.97% +2,830,697 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,224,921 shares; 2024Q4: 15,533,140 shares; 2025Q1: 12,247,868 shares; 2025Q2: 12,455,750 shares; 2025Q3: 14,255,500 shares; 2025Q4: 13,972,314 shares 13,972,314 $703M 1.68% -283,186 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,969,419 shares; 2024Q4: 4,882,675 shares; 2025Q1: 5,074,273 shares; 2025Q2: 5,265,134 shares; 2025Q3: 5,529,245 shares; 2025Q4: 5,733,941 shares 5,733,941 $614M 1.47% +204,696 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,153,491 shares; 2024Q4: 13,314,729 shares; 2025Q1: 12,850,044 shares; 2025Q2: 13,580,167 shares; 2025Q3: 13,631,083 shares; 2025Q4: 13,595,368 shares 13,595,368 $604M 1.45% -35,715 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,664,981 shares; 2024Q4: 4,624,783 shares; 2025Q1: 4,642,676 shares; 2025Q2: 4,788,802 shares; 2025Q3: 4,787,990 shares; 2025Q4: 4,783,889 shares 4,783,889 $582M 1.4% -4,101 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892,158 shares; 2024Q4: 1,837,386 shares; 2025Q1: 1,852,096 shares; 2025Q2: 1,846,239 shares; 2025Q3: 1,872,138 shares; 2025Q4: 1,847,781 shares 1,847,781 $502M 1.2% -24,357 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732,711 shares; 2024Q4: 2,737,898 shares; 2025Q1: 2,843,511 shares; 2025Q2: 2,672,631 shares; 2025Q3: 4,343,822 shares; 2025Q4: 2,748,355 shares 2,748,355 $500M 1.2% -1,595,467 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788,771 shares; 2024Q4: 3,629,178 shares; 2025Q1: 3,381,633 shares; 2025Q2: 3,393,013 shares; 2025Q3: 3,427,479 shares; 2025Q4: 3,371,310 shares 3,371,310 $476M 1.14% -56,169 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833,873 shares; 2024Q4: 819,744 shares; 2025Q1: 813,592 shares; 2025Q2: 773,577 shares; 2025Q3: 765,177 shares; 2025Q4: 740,611 shares 740,611 $464M 1.11% -24,566 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,113,314 shares; 2024Q4: 10,195,778 shares; 2025Q1: 10,033,292 shares; 2025Q2: 9,530,244 shares; 2025Q3: 9,173,140 shares; 2025Q4: 8,368,112 shares 8,368,112 $450M 1.08% -805,028 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507,957 shares; 2024Q4: 1,510,035 shares; 2025Q1: 1,503,469 shares; 2025Q2: 1,375,677 shares; 2025Q3: 1,371,062 shares; 2025Q4: 1,359,871 shares 1,359,871 $441M 1.06% -11,191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886,218 shares; 2024Q4: 3,973,639 shares; 2025Q1: 4,112,204 shares; 2025Q2: 4,400,842 shares; 2025Q3: 4,545,391 shares; 2025Q4: 4,726,716 shares 4,726,716 $436M 1.05% +181,325 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830,474 shares; 2024Q4: 1,729,465 shares; 2025Q1: 1,676,486 shares; 2025Q2: 1,523,798 shares; 2025Q3: 1,465,568 shares; 2025Q4: 1,493,829 shares 1,493,829 $434M 1.04% +28,261 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,211 shares; 2024Q4: 781,944 shares; 2025Q1: 766,539 shares; 2025Q2: 646,928 shares; 2025Q3: 635,696 shares; 2025Q4: 593,551 shares 593,551 $407M 0.97% -42,145 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,305,827 shares; 2024Q4: 4,482,820 shares; 2025Q1: 4,278,805 shares; 2025Q2: 3,964,182 shares; 2025Q3: 4,091,655 shares; 2025Q4: 4,003,911 shares 4,003,911 $382M 0.92% -87,744 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,323 shares; 2024Q4: 739,983 shares; 2025Q1: 688,107 shares; 2025Q2: 724,398 shares; 2025Q3: 753,764 shares; 2025Q4: 758,346 shares 758,346 $367M 0.88% +4,582 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693,226 shares; 2024Q4: 4,464,934 shares; 2025Q1: 4,179,108 shares; 2025Q2: 8,868,136 shares; 2025Q3: 9,364,978 shares; 2025Q4: 9,768,912 shares 9,768,912 $366M 0.88% +403,934 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,037,839 shares; 2024Q4: 4,020,551 shares; 2025Q1: 3,857,363 shares; 2025Q2: 4,048,052 shares; 2025Q3: 3,918,546 shares; 2025Q4: 4,075,676 shares 4,075,676 $331M 0.79% +157,130 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524,405 shares; 2024Q4: 3,341,377 shares; 2025Q1: 2,793,630 shares; 2025Q2: 2,540,797 shares; 2025Q3: 2,428,897 shares; 2025Q4: 2,369,283 shares 2,369,283 $325M 0.78% -59,614 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,363,975 shares; 2024Q4: 4,217,270 shares; 2025Q1: 4,169,062 shares; 2025Q2: 3,567,868 shares; 2025Q3: 3,336,167 shares; 2025Q4: 3,218,434 shares 3,218,434 $310M 0.74% -117,733 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773,667 shares; 2024Q4: 1,723,675 shares; 2025Q1: 1,710,038 shares; 2025Q2: 1,674,337 shares; 2025Q3: 1,598,204 shares; 2025Q4: 1,735,188 shares 1,735,188 $308M 0.74% +136,984 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026,139 shares; 2024Q4: 1,050,523 shares; 2025Q1: 990,347 shares; 2025Q2: 1,020,552 shares; 2025Q3: 1,002,938 shares; 2025Q4: 970,600 shares 970,600 $304M 0.73% -32,338 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573,455 shares; 2024Q4: 1,466,160 shares; 2025Q1: 1,363,473 shares; 2025Q2: 1,491,750 shares; 2025Q3: 1,477,299 shares; 2025Q4: 1,459,896 shares 1,459,896 $272M 0.65% -17,403 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670,609 shares; 2024Q4: 2,613,735 shares; 2025Q1: 2,447,144 shares; 2025Q2: 2,512,786 shares; 2025Q3: 2,601,117 shares; 2025Q4: 2,644,281 shares 2,644,281 $259M 0.62% +43,164 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,796 shares; 2024Q4: 580,018 shares; 2025Q1: 581,809 shares; 2025Q2: 558,947 shares; 2025Q3: 736,306 shares; 2025Q4: 684,338 shares 684,338 $256M 0.61% -51,968 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921,707 shares; 2024Q4: 910,595 shares; 2025Q1: 896,014 shares; 2025Q2: 818,117 shares; 2025Q3: 795,814 shares; 2025Q4: 752,040 shares 752,040 $252M 0.6% -43,774 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229,100 shares; 2024Q4: 1,214,994 shares; 2025Q1: 1,194,557 shares; 2025Q2: 1,172,858 shares; 2025Q3: 1,150,526 shares; 2025Q4: 1,135,610 shares 1,135,610 $240M 0.58% -14,916 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954,148 shares; 2024Q4: 953,343 shares; 2025Q1: 956,466 shares; 2025Q2: 942,231 shares; 2025Q3: 933,992 shares; 2025Q4: 896,364 shares 896,364 $231M 0.55% -37,628 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,896,770 shares; 2024Q4: 3,930,798 shares; 2025Q1: 3,860,977 shares; 2025Q2: 4,292,766 shares; 2025Q3: 4,673,595 shares; 2025Q4: 4,868,104 shares 4,868,104 $219M 0.53% +194,509 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,407 shares; 2024Q4: 438,025 shares; 2025Q1: 433,673 shares; 2025Q2: 1,349,016 shares; 2025Q3: 1,365,357 shares; 2025Q4: 2,269,776 shares 2,269,776 $219M 0.52% +904,419 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,325,876 shares; 2024Q4: 5,813,700 shares; 2025Q1: 6,065,716 shares; 2025Q2: 4,954,573 shares; 2025Q3: 4,707,901 shares; 2025Q4: 4,598,359 shares 4,598,359 $215M 0.52% -109,542 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,831,275 shares; 2024Q4: 3,877,502 shares; 2025Q1: 2,928,044 shares; 2025Q2: 3,823,232 shares; 2025Q3: 4,330,027 shares; 2025Q4: 3,774,074 shares 3,774,074 $214M 0.51% -555,953 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,073,697 shares; 2024Q4: 6,099,166 shares; 2025Q1: 5,940,514 shares; 2025Q2: 5,038,993 shares; 2025Q3: 4,905,852 shares; 2025Q4: 4,618,902 shares 4,618,902 $210M 0.5% -286,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900,749 shares; 2024Q4: 2,162,753 shares; 2025Q1: 1,921,928 shares; 2025Q2: 2,372,485 shares; 2025Q3: 2,503,793 shares; 2025Q4: 2,531,865 shares 2,531,865 $197M 0.47% +28,072 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793,774 shares; 2024Q4: 794,980 shares; 2025Q1: 825,818 shares; 2025Q2: 892,179 shares; 2025Q3: 870,219 shares; 2025Q4: 851,916 shares 851,916 $197M 0.47% -18,303 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529,134 shares; 2024Q4: 1,281,974 shares; 2025Q1: 2,032,346 shares; 2025Q2: 3,421,181 shares; 2025Q3: 3,626,527 shares; 2025Q4: 4,177,112 shares 4,177,112 $190M 0.46% +550,585 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064,514 shares; 2024Q4: 1,030,454 shares; 2025Q1: 1,075,495 shares; 2025Q2: 1,123,039 shares; 2025Q3: 1,126,221 shares; 2025Q4: 596,692 shares 596,692 $188M 0.45% -529,529 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,141,460 shares; 2024Q4: 6,177,766 shares; 2025Q1: 4,876,613 shares; 2025Q2: 4,434,498 shares; 2025Q3: 4,368,788 shares; 2025Q4: 4,216,469 shares 4,216,469 $187M 0.45% -152,319 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231,972 shares; 2024Q4: 1,209,133 shares; 2025Q1: 1,332,553 shares; 2025Q2: 2,030,896 shares; 2025Q3: 2,038,786 shares; 2025Q4: 1,732,133 shares 1,732,133 $185M 0.44% -306,653 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,970 shares; 2024Q4: 306,314 shares; 2025Q1: 303,412 shares; 2025Q2: 288,051 shares; 2025Q3: 271,872 shares; 2025Q4: 268,241 shares 268,241 $183M 0.44% -3,631 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167,294 shares; 2024Q4: 2,343,266 shares; 2025Q1: 2,299,636 shares; 2025Q2: 2,470,057 shares; 2025Q3: 2,505,957 shares; 2025Q4: 2,318,306 shares 2,318,306 $172M 0.41% -187,651 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735,167 shares; 2024Q4: 708,868 shares; 2025Q1: 751,425 shares; 2025Q2: 653,635 shares; 2025Q3: 624,932 shares; 2025Q4: 612,630 shares 612,630 $171M 0.41% -12,302 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242,766 shares; 2024Q4: 1,312,180 shares; 2025Q1: 1,533,206 shares; 2025Q2: 2,269,601 shares; 2025Q3: 2,336,764 shares; 2025Q4: 2,381,960 shares 2,381,960 $170M 0.41% +45,196 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,144 shares; 2024Q4: 761,595 shares; 2025Q1: 774,998 shares; 2025Q2: 782,506 shares; 2025Q3: 855,498 shares; 2025Q4: 741,951 shares 741,951 $157M 0.38% -113,547 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,643 shares; 2024Q4: 477,396 shares; 2025Q1: 468,468 shares; 2025Q2: 481,936 shares; 2025Q3: 472,928 shares; 2025Q4: 486,114 shares 486,114 $157M 0.38% +13,186 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,719 shares; 2024Q4: 629,431 shares; 2025Q1: 625,692 shares; 2025Q2: 582,675 shares; 2025Q3: 589,883 shares; 2025Q4: 564,725 shares 564,725 $139M 0.33% -25,158 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193,401 shares; 2024Q4: 1,738,567 shares; 2025Q1: 3,131,108 shares; 2025Q2: 3,412,277 shares; 2025Q3: 1,429,055 shares; 2025Q4: 1,287,347 shares 1,287,347 $137M 0.33% -141,708 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,710 shares; 2024Q4: 390,410 shares; 2025Q1: 367,397 shares; 2025Q2: 344,820 shares; 2025Q3: 338,341 shares; 2025Q4: 379,953 shares 379,953 $132M 0.32% +41,612 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,307 shares; 2024Q4: 421,508 shares; 2025Q1: 469,775 shares; 2025Q2: 493,193 shares; 2025Q3: 468,752 shares; 2025Q4: 430,614 shares 430,614 $130M 0.31% -38,138 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,838 shares; 2024Q4: 199,410 shares; 2025Q1: 184,017 shares; 2025Q2: 195,013 shares; 2025Q3: 191,743 shares; 2025Q4: 185,750 shares 185,750 $123M 0.29% -5,993 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,007,061 shares; 2025Q3: 2,348,120 shares; 2025Q4: 2,464,692 shares 2,464,692 $119M 0.29% +116,572 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,845 shares; 2024Q4: 247,532 shares; 2025Q1: 246,961 shares; 2025Q2: 230,402 shares; 2025Q3: 229,351 shares; 2025Q4: 225,793 shares 225,793 $113M 0.27% -3,558 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355,475 shares; 2024Q4: 2,385,728 shares; 2025Q1: 2,443,797 shares; 2025Q2: 2,200,075 shares; 2025Q3: 2,225,333 shares; 2025Q4: 2,150,087 shares 2,150,087 $99.4M 0.24% -75,246 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,606 shares; 2024Q4: 329,714 shares; 2025Q1: 327,975 shares; 2025Q2: 313,599 shares; 2025Q3: 301,615 shares; 2025Q4: 291,763 shares 291,763 $91.6M 0.22% -9,852 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,121,070 shares 3,121,070 $87.8M 0.21% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,890 shares; 2024Q4: 131,686 shares; 2025Q1: 142,585 shares; 2025Q2: 189,214 shares; 2025Q3: 262,244 shares; 2025Q4: 263,116 shares 263,116 $86.9M 0.21% +872 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,956 shares; 2024Q4: 181,652 shares; 2025Q1: 179,683 shares; 2025Q2: 179,602 shares; 2025Q3: 309,229 shares; 2025Q4: 899,276 shares 899,276 $86.4M 0.21% +590,047 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,971 shares; 2024Q4: 93,364 shares; 2025Q1: 90,576 shares; 2025Q2: 82,301 shares; 2025Q3: 75,970 shares; 2025Q4: 74,852 shares 74,852 $80.4M 0.19% -1,118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068,273 shares; 2024Q4: 2,152,774 shares; 2025Q1: 2,177,604 shares; 2025Q2: 2,146,017 shares; 2025Q3: 2,110,509 shares; 2025Q4: 2,075,285 shares 2,075,285 $75.1M 0.18% -35,224 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212,764 shares; 2024Q4: 1,197,982 shares; 2025Q1: 1,209,873 shares; 2025Q2: 1,164,247 shares; 2025Q3: 1,107,457 shares; 2025Q4: 1,116,193 shares 1,116,193 $73.7M 0.18% +8,736 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,067 shares; 2024Q4: 778,194 shares; 2025Q1: 637,577 shares; 2025Q2: 668,262 shares; 2025Q3: 623,576 shares; 2025Q4: 640,754 shares 640,754 $73M 0.17% +17,178 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,704 shares; 2024Q4: 199,570 shares; 2025Q1: 196,911 shares; 2025Q2: 193,628 shares; 2025Q3: 193,851 shares; 2025Q4: 205,089 shares 205,089 $71.9M 0.17% +11,238 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,965 shares; 2024Q4: 94,407 shares; 2025Q1: 112,131 shares; 2025Q2: 123,948 shares; 2025Q3: 131,012 shares; 2025Q4: 121,724 shares 121,724 $70.5M 0.17% -9,288 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,726 shares; 2024Q4: 350,975 shares; 2025Q1: 418,599 shares; 2025Q2: 342,236 shares; 2025Q3: 340,134 shares; 2025Q4: 336,834 shares 336,834 $69.7M 0.17% -3,300 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,117 shares; 2024Q4: 521,987 shares; 2025Q1: 554,849 shares; 2025Q2: 549,622 shares; 2025Q3: 568,734 shares; 2025Q4: 569,470 shares 569,470 $63.4M 0.15% +736 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731,353 shares; 2024Q4: 627,208 shares; 2025Q1: 521,293 shares; 2025Q2: 434,712 shares; 2025Q3: 377,472 shares; 2025Q4: 317,375 shares 317,375 $63M 0.15% -60,097 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590,103 shares; 2024Q4: 1,548,455 shares; 2025Q1: 1,537,799 shares; 2025Q2: 1,467,595 shares; 2025Q3: 1,495,268 shares; 2025Q4: 1,382,602 shares 1,382,602 $61.7M 0.15% -112,666 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 82 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares 81 $61.1M 0.15% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784,029 shares; 2024Q4: 820,153 shares; 2025Q1: 988,759 shares; 2025Q2: 858,675 shares; 2025Q3: 1,040,875 shares; 2025Q4: 1,097,570 shares 1,097,570 $58.7M 0.14% +56,695 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,863 shares; 2024Q4: 722,196 shares; 2025Q1: 844,405 shares; 2025Q2: 627,414 shares; 2025Q3: 667,556 shares; 2025Q4: 707,627 shares 707,627 $57.4M 0.14% +40,071 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,315 shares; 2024Q4: 525,961 shares; 2025Q1: 515,976 shares; 2025Q2: 509,689 shares; 2025Q3: 459,140 shares; 2025Q4: 458,403 shares 458,403 $55.2M 0.13% -737 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,226 shares; 2024Q4: 517,238 shares; 2025Q1: 523,983 shares; 2025Q2: 516,031 shares; 2025Q3: 487,341 shares; 2025Q4: 452,018 shares 452,018 $54.3M 0.13% -35,323 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,724 shares; 2024Q4: 93,065 shares; 2025Q1: 95,704 shares; 2025Q2: 92,313 shares; 2025Q3: 90,006 shares; 2025Q4: 117,812 shares 117,812 $53M 0.13% +27,806 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,733 shares; 2024Q4: 84,393 shares; 2025Q1: 84,600 shares; 2025Q2: 82,758 shares; 2025Q3: 82,755 shares; 2025Q4: 88,755 shares 88,755 $50.7M 0.12% +6,000 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,442 shares; 2024Q4: 307,908 shares; 2025Q1: 319,460 shares; 2025Q2: 868,662 shares; 2025Q3: 1,041,705 shares; 2025Q4: 1,953,251 shares 1,953,251 $50.4M 0.12% +911,546 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,437 shares; 2024Q4: 911,727 shares; 2025Q1: 909,442 shares; 2025Q2: 982,685 shares; 2025Q3: 988,877 shares; 2025Q4: 983,759 shares 983,759 $46.4M 0.11% -5,118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,450 shares; 2024Q4: 810,809 shares; 2025Q1: 601,299 shares; 2025Q2: 555,840 shares; 2025Q3: 533,069 shares; 2025Q4: 531,704 shares 531,704 $45M 0.11% -1,365 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,121 shares; 2024Q4: 119,959 shares; 2025Q1: 131,148 shares; 2025Q2: 144,962 shares; 2025Q3: 151,530 shares; 2025Q4: 204,265 shares 204,265 $44.3M 0.11% +52,735 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,957 shares; 2024Q4: 331,846 shares; 2025Q1: 331,771 shares; 2025Q2: 215,503 shares; 2025Q3: 216,363 shares; 2025Q4: 308,286 shares 308,286 $44.2M 0.11% +91,923 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,609 shares; 2024Q4: 117,203 shares; 2025Q1: 115,449 shares; 2025Q2: 227,679 shares; 2025Q3: 231,111 shares; 2025Q4: 229,385 shares 229,385 $42.1M 0.1% -1,726 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,709 shares; 2024Q4: 327,969 shares; 2025Q1: 240,721 shares; 2025Q2: 222,687 shares; 2025Q3: 260,609 shares; 2025Q4: 215,422 shares 215,422 $42M 0.1% -45,187 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,196 shares; 2024Q4: 312,750 shares; 2025Q1: 413,476 shares; 2025Q2: 515,353 shares; 2025Q3: 444,801 shares; 2025Q4: 444,357 shares 444,357 $41.4M 0.1% -444 Timeline VTEI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278,370 shares; 2025Q4: 403,849 shares 403,849 $40.7M 0.1% +125,479 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 504,489 shares; 2025Q4: 862,097 shares 862,097 $40.7M 0.1% +357,608 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,940 shares; 2024Q4: 168,180 shares; 2025Q1: 249,685 shares; 2025Q2: 282,130 shares; 2025Q3: 282,184 shares; 2025Q4: 280,681 shares 280,681 $40.3M 0.1% -1,503 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904,614 shares; 2024Q4: 1,872,162 shares; 2025Q1: 1,868,211 shares; 2025Q2: 1,334,361 shares; 2025Q3: 1,310,457 shares; 2025Q4: 1,324,108 shares 1,324,108 $40M 0.1% +13,651 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369,642 shares; 2024Q4: 1,393,958 shares; 2025Q1: 1,377,716 shares; 2025Q2: 1,180,714 shares; 2025Q3: 1,153,183 shares; 2025Q4: 1,115,032 shares 1,115,032 $39.7M 0.1% -38,151 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,946 shares; 2024Q4: 599,554 shares; 2025Q1: 556,489 shares; 2025Q2: 732,028 shares; 2025Q3: 699,571 shares; 2025Q4: 681,191 shares 681,191 $39.1M 0.09% -18,380 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,616 shares; 2024Q4: 765,575 shares; 2025Q1: 706,027 shares; 2025Q2: 797,974 shares; 2025Q3: 690,246 shares; 2025Q4: 707,724 shares 707,724 $38.9M 0.09% +17,478 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516,273 shares; 2024Q4: 1,500,931 shares; 2025Q1: 965,182 shares; 2025Q2: 730,193 shares; 2025Q3: 615,628 shares; 2025Q4: 529,993 shares 529,993 $38.5M 0.09% -85,635 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,417 shares; 2024Q4: 111,537 shares; 2025Q1: 122,434 shares; 2025Q2: 123,420 shares; 2025Q3: 121,662 shares; 2025Q4: 122,544 shares 122,544 $37.7M 0.09% +882 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330,000 shares; 2024Q4: 1,266,248 shares; 2025Q1: 1,218,425 shares; 2025Q2: 1,004,386 shares; 2025Q3: 957,861 shares; 2025Q4: 938,467 shares 938,467 $36.7M 0.09% -19,394 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,446 shares; 2024Q4: 174,378 shares; 2025Q1: 172,553 shares; 2025Q2: 162,228 shares; 2025Q3: 160,008 shares; 2025Q4: 155,510 shares 155,510 $35.5M 0.09% -4,498 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,512 shares; 2024Q4: 90,095 shares; 2025Q1: 90,074 shares; 2025Q2: 92,120 shares; 2025Q3: 94,356 shares; 2025Q4: 93,469 shares 93,469 $34.6M 0.08% -887 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,156 shares; 2024Q4: 108,400 shares; 2025Q1: 109,064 shares; 2025Q2: 113,123 shares; 2025Q3: 113,286 shares; 2025Q4: 115,477 shares 115,477 $34.2M 0.08% +2,191 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,380 shares; 2024Q4: 17,541 shares; 2025Q1: 12,923 shares; 2025Q2: 9,920 shares; 2025Q3: 52,749 shares; 2025Q4: 50,205 shares 50,205 $33.8M 0.08% -2,544 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,038 shares; 2024Q4: 94,976 shares; 2025Q1: 63,557 shares; 2025Q2: 62,381 shares; 2025Q3: 61,956 shares; 2025Q4: 124,935 shares 124,935 $33.5M 0.08% +62,979 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,893 shares; 2024Q4: 47,606 shares; 2025Q1: 46,367 shares; 2025Q2: 43,451 shares; 2025Q3: 42,489 shares; 2025Q4: 44,448 shares 44,448 $33.5M 0.08% +1,959 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,093 shares; 2024Q4: 198,438 shares; 2025Q1: 197,908 shares; 2025Q2: 197,524 shares; 2025Q3: 215,001 shares; 2025Q4: 215,957 shares 215,957 $32.9M 0.08% +956 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,007 shares; 2024Q4: 93,590 shares; 2025Q1: 97,999 shares; 2025Q2: 97,386 shares; 2025Q3: 120,475 shares; 2025Q4: 94,435 shares 94,435 $32.5M 0.08% -26,040 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,448 shares; 2025Q2: 172,762 shares; 2025Q3: 157,725 shares; 2025Q4: 148,080 shares 148,080 $32.5M 0.08% -9,645 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,760 shares; 2024Q4: 194,836 shares; 2025Q1: 233,991 shares; 2025Q2: 201,311 shares; 2025Q3: 204,624 shares; 2025Q4: 205,518 shares 205,518 $31.6M 0.08% +894 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,946 shares; 2024Q4: 44,992 shares; 2025Q1: 44,755 shares; 2025Q2: 145,794 shares; 2025Q3: 147,251 shares; 2025Q4: 171,630 shares 171,630 $30.5M 0.07% +24,379 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,057 shares; 2024Q4: 31,240 shares; 2025Q1: 27,905 shares; 2025Q2: 25,521 shares; 2025Q3: 46,471 shares; 2025Q4: 56,975 shares 56,975 $29.8M 0.07% +10,504 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,332 shares; 2024Q4: 390,063 shares; 2025Q1: 207,452 shares; 2025Q2: 164,311 shares; 2025Q3: 147,957 shares; 2025Q4: 278,658 shares 278,658 $29.3M 0.07% +130,701 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 682,905 shares; 2025Q1: 594,368 shares; 2025Q2: 910,262 shares; 2025Q3: 977,385 shares; 2025Q4: 577,817 shares 577,817 $29.2M 0.07% -399,568 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,021 shares; 2024Q4: 145,344 shares; 2025Q1: 143,818 shares; 2025Q2: 140,167 shares; 2025Q3: 240,487 shares; 2025Q4: 530,922 shares 530,922 $29M 0.07% +290,435 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,462 shares; 2024Q4: 673,338 shares; 2025Q1: 663,868 shares; 2025Q2: 641,370 shares; 2025Q3: 602,466 shares; 2025Q4: 568,072 shares 568,072 $29M 0.07% -34,394 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,845 shares; 2024Q4: 30,342 shares; 2025Q1: 42,329 shares; 2025Q2: 41,715 shares; 2025Q3: 41,745 shares; 2025Q4: 188,404 shares 188,404 $28.9M 0.07% +146,659 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249,968 shares; 2025Q4: 281,168 shares 281,168 $28.6M 0.07% +31,200 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,978 shares; 2024Q4: 96,562 shares; 2025Q1: 65,621 shares; 2025Q2: 50,389 shares; 2025Q3: 53,543 shares; 2025Q4: 59,229 shares 59,229 $27.8M 0.07% +5,686 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,778 shares; 2024Q4: 19,737 shares; 2025Q1: 13,791 shares; 2025Q2: 102,264 shares; 2025Q3: 76,245 shares; 2025Q4: 90,317 shares 90,317 $27.4M 0.07% +14,072 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,717 shares; 2024Q4: 141,992 shares; 2025Q1: 104,015 shares; 2025Q2: 74,331 shares; 2025Q3: 73,034 shares; 2025Q4: 69,869 shares 69,869 $27M 0.06% -3,165 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,438 shares; 2024Q4: 73,483 shares; 2025Q1: 72,027 shares; 2025Q2: 89,594 shares; 2025Q3: 98,755 shares; 2025Q4: 180,717 shares 180,717 $26M 0.06% +81,962 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 10,735 shares; 2025Q1: 47,830 shares; 2025Q2: 40,851 shares; 2025Q3: 34,235 shares; 2025Q4: 39,471 shares 39,471 $25.8M 0.06% +5,236 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 7,586 shares; 2025Q1: 7,147 shares; 2025Q2: 8,332 shares; 2025Q3: 8,082 shares; 2025Q4: 185,249 shares 185,249 $25M 0.06% +177,167 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,089 shares; 2024Q4: 88,408 shares; 2025Q1: 107,299 shares; 2025Q2: 114,662 shares; 2025Q3: 34,814 shares; 2025Q4: 92,106 shares 92,106 $24.4M 0.06% +57,292 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,784 shares; 2024Q4: 16,847 shares; 2025Q1: 13,261 shares; 2025Q2: 47,863 shares; 2025Q3: 32,318 shares; 2025Q4: 35,956 shares 35,956 $23.8M 0.06% +3,638 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,909 shares; 2024Q4: 90,836 shares; 2025Q1: 92,643 shares; 2025Q2: 73,403 shares; 2025Q3: 73,259 shares; 2025Q4: 73,356 shares 73,356 $23.4M 0.06% +97 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,591 shares; 2024Q4: 767,630 shares; 2025Q1: 912,356 shares; 2025Q2: 739,414 shares; 2025Q3: 677,476 shares; 2025Q4: 653,179 shares 653,179 $22.7M 0.05% -24,297 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 8,037 shares; 2025Q1: 9,997 shares; 2025Q2: 8,024 shares; 2025Q3: 9,928 shares; 2025Q4: 11,011 shares 11,011 $22.2M 0.05% +1,083 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168,064 shares; 2025Q1: 288,012 shares; 2025Q2: 190,767 shares; 2025Q3: 163,140 shares; 2025Q4: 164,767 shares 164,767 $21.6M 0.05% +1,627 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,337 shares; 2024Q4: 637,239 shares; 2025Q1: 602,645 shares; 2025Q2: 498,599 shares; 2025Q3: 465,259 shares; 2025Q4: 449,637 shares 449,637 $21.5M 0.05% -15,622 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,966 shares; 2025Q1: 8,078 shares; 2025Q2: 27,713 shares; 2025Q3: 26,622 shares; 2025Q4: 25,675 shares 25,675 $21.1M 0.05% -947 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,132 shares; 2024Q4: 55,381 shares; 2025Q1: 36,765 shares; 2025Q2: 150,046 shares; 2025Q3: 116,188 shares; 2025Q4: 116,703 shares 116,703 $20.7M 0.05% +515 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,959 shares; 2024Q4: 9,224 shares; 2025Q1: 7,431 shares; 2025Q2: 6,221 shares; 2025Q3: 5,942 shares; 2025Q4: 90,749 shares 90,749 $20.3M 0.05% +84,807 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,412 shares; 2024Q4: 133,126 shares; 2025Q1: 89,216 shares; 2025Q2: 87,013 shares; 2025Q3: 85,384 shares; 2025Q4: 84,073 shares 84,073 $20.3M 0.05% -1,311 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,497 shares 119,497 $19.9M 0.05% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,811 shares; 2024Q4: 28,562 shares; 2025Q1: 28,332 shares; 2025Q2: 26,960 shares; 2025Q3: 27,546 shares; 2025Q4: 210,418 shares 210,418 $19.7M 0.05% +182,872 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,963 shares; 2024Q4: 8,126 shares; 2025Q1: 7,509 shares; 2025Q2: 6,796 shares; 2025Q3: 4,922 shares; 2025Q4: 56,020 shares 56,020 $19.6M 0.05% +51,098 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,404 shares; 2024Q4: 145,247 shares; 2025Q1: 154,808 shares; 2025Q2: 159,356 shares; 2025Q3: 159,156 shares; 2025Q4: 166,300 shares 166,300 $19.5M 0.05% +7,144 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,900 shares; 2024Q4: 203,900 shares; 2025Q1: 203,900 shares; 2025Q2: 810,456 shares; 2025Q3: 796,744 shares; 2025Q4: 796,744 shares 796,744 $18.8M 0.05% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,639 shares; 2024Q4: 177,427 shares; 2025Q1: 219,035 shares; 2025Q2: 155,872 shares; 2025Q3: 184,173 shares; 2025Q4: 193,590 shares 193,590 $18.6M 0.04% +9,417 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,648 shares; 2024Q4: 164,290 shares; 2025Q1: 165,248 shares; 2025Q2: 362,035 shares; 2025Q3: 400,125 shares; 2025Q4: 400,550 shares 400,550 $18.3M 0.04% +425 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 3,142 shares; 2025Q1: 2,941 shares; 2025Q2: 66,682 shares; 2025Q3: 64,942 shares; 2025Q4: 65,957 shares 65,957 $18M 0.04% +1,015 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,397 shares; 2025Q1: 3,602 shares; 2025Q2: 3,750 shares; 2025Q3: 35,117 shares; 2025Q4: 34,802 shares 34,802 $17.8M 0.04% -315 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,187 shares; 2024Q4: 21,199 shares; 2025Q1: 20,998 shares; 2025Q2: 21,076 shares; 2025Q3: 21,041 shares; 2025Q4: 20,426 shares 20,426 $17.6M 0.04% -615 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,846 shares; 2024Q4: 10,510 shares; 2025Q1: 8,915 shares; 2025Q2: 8,001 shares; 2025Q3: 136,515 shares; 2025Q4: 137,450 shares 137,450 $17.5M 0.04% +935 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,978 shares; 2024Q4: 375,357 shares; 2025Q1: 494,577 shares; 2025Q2: 391,931 shares; 2025Q3: 213,937 shares; 2025Q4: 223,648 shares 223,648 $17.2M 0.04% +9,711 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,968 shares; 2025Q1: 4,661 shares; 2025Q2: 245,717 shares; 2025Q3: 317,276 shares; 2025Q4: 320,813 shares 320,813 $17.2M 0.04% +3,537 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,973 shares; 2024Q4: 26,459 shares; 2025Q1: 27,904 shares; 2025Q2: 19,625 shares; 2025Q3: 19,549 shares; 2025Q4: 19,464 shares 19,464 $17.1M 0.04% -85 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 122,311 shares; 2025Q1: 280,308 shares; 2025Q2: 330,238 shares; 2025Q3: 363,449 shares; 2025Q4: 479,229 shares 479,229 $16.8M 0.04% +115,780 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,003 shares; 2024Q4: 52,887 shares; 2025Q1: 51,460 shares; 2025Q2: 139,444 shares; 2025Q3: 103,503 shares; 2025Q4: 102,933 shares 102,933 $16.5M 0.04% -570 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,106 shares; 2024Q4: 132,334 shares; 2025Q1: 135,791 shares; 2025Q2: 133,796 shares; 2025Q3: 132,313 shares; 2025Q4: 131,691 shares 131,691 $16.5M 0.04% -622 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 283,235 shares; 2025Q3: 323,794 shares; 2025Q4: 326,649 shares 326,649 $16.3M 0.04% +2,855 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,810 shares; 2024Q4: 5,594 shares; 2025Q1: 38,841 shares; 2025Q2: 43,014 shares; 2025Q3: 47,513 shares; 2025Q4: 38,518 shares 38,518 $16.3M 0.04% -8,995 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,924 shares; 2024Q4: 29,698 shares; 2025Q1: 28,864 shares; 2025Q2: 27,110 shares; 2025Q3: 25,782 shares; 2025Q4: 26,278 shares 26,278 $16.1M 0.04% +496 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,972 shares; 2024Q4: 18,908 shares; 2025Q1: 22,351 shares; 2025Q2: 17,912 shares; 2025Q3: 17,812 shares; 2025Q4: 76,995 shares 76,995 $16.1M 0.04% +59,183 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,132 shares; 2024Q4: 33,216 shares; 2025Q1: 34,634 shares; 2025Q2: 35,726 shares; 2025Q3: 37,047 shares; 2025Q4: 37,166 shares 37,166 $15.8M 0.04% +119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,783 shares; 2024Q4: 236,374 shares; 2025Q1: 229,895 shares; 2025Q2: 306,701 shares; 2025Q3: 328,485 shares; 2025Q4: 364,087 shares 364,087 $14.9M 0.04% +35,602 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,956 shares; 2024Q4: 52,720 shares; 2025Q1: 50,129 shares; 2025Q2: 48,892 shares; 2025Q3: 48,171 shares; 2025Q4: 48,147 shares 48,147 $14.7M 0.04% -24 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,763 shares; 2025Q1: 3,047 shares; 2025Q2: 28,929 shares; 2025Q3: 25,850 shares; 2025Q4: 25,844 shares 25,844 $14.6M 0.04% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,780 shares; 2024Q4: 148,761 shares; 2025Q1: 162,069 shares; 2025Q2: 169,951 shares; 2025Q3: 173,755 shares; 2025Q4: 160,478 shares 160,478 $14.6M 0.03% -13,277 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,365 shares; 2024Q4: 483,274 shares; 2025Q1: 493,746 shares; 2025Q2: 230,364 shares; 2025Q3: 208,830 shares; 2025Q4: 205,181 shares 205,181 $14.3M 0.03% -3,649 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,779 shares; 2024Q4: 502,913 shares; 2025Q1: 505,553 shares; 2025Q2: 284,941 shares; 2025Q3: 280,316 shares; 2025Q4: 280,277 shares 280,277 $14.2M 0.03% -39 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,921 shares; 2024Q4: 46,729 shares; 2025Q1: 44,745 shares; 2025Q2: 43,360 shares; 2025Q3: 43,852 shares; 2025Q4: 42,350 shares 42,350 $13.9M 0.03% -1,502 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,275 shares; 2024Q4: 78,653 shares; 2025Q1: 143,399 shares; 2025Q2: 54,070 shares; 2025Q3: 88,759 shares; 2025Q4: 84,544 shares 84,544 $13.7M 0.03% -4,215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,132 shares; 2024Q4: 165,131 shares; 2025Q1: 173,290 shares; 2025Q2: 179,137 shares; 2025Q3: 181,215 shares; 2025Q4: 144,529 shares 144,529 $13.6M 0.03% -36,686 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,667 shares; 2024Q4: 13,747 shares; 2025Q1: 13,624 shares; 2025Q2: 12,557 shares; 2025Q3: 12,683 shares; 2025Q4: 180,669 shares 180,669 $13.3M 0.03% +167,986 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 656,815 shares; 2025Q4: 418,972 shares 418,972 $13.1M 0.03% -237,843 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 22,868 shares; 2025Q1: 22,257 shares; 2025Q2: 22,760 shares; 2025Q3: 22,413 shares; 2025Q4: 22,727 shares 22,727 $13M 0.03% +314 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,004 shares; 2024Q4: 188,634 shares; 2025Q1: 188,561 shares; 2025Q2: 146,928 shares; 2025Q3: 146,705 shares; 2025Q4: 143,698 shares 143,698 $12.7M 0.03% -3,007 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,334 shares; 2024Q4: 14,494 shares; 2025Q1: 15,442 shares; 2025Q2: 14,644 shares; 2025Q3: 14,071 shares; 2025Q4: 80,551 shares 80,551 $12.5M 0.03% +66,480 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,925 shares; 2024Q4: 121,925 shares; 2025Q1: 121,925 shares; 2025Q2: 338,085 shares; 2025Q3: 372,023 shares; 2025Q4: 374,029 shares 374,029 $12.4M 0.03% +2,006 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,352 shares; 2024Q4: 251,089 shares; 2025Q1: 231,718 shares; 2025Q2: 263,176 shares; 2025Q3: 197,490 shares; 2025Q4: 128,434 shares 128,434 $12.2M 0.03% -69,056 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154,146 shares; 2024Q4: 2,791,150 shares; 2025Q1: 2,946,662 shares; 2025Q2: 936,302 shares; 2025Q3: 409,270 shares; 2025Q4: 291,014 shares 291,014 $12M 0.03% -118,256 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,913 shares; 2024Q4: 488,640 shares; 2025Q1: 277,986 shares; 2025Q2: 235,953 shares; 2025Q3: 233,351 shares; 2025Q4: 220,523 shares 220,523 $11.8M 0.03% -12,828 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,681 shares; 2024Q4: 96,067 shares; 2025Q1: 95,366 shares; 2025Q2: 94,128 shares; 2025Q3: 94,061 shares; 2025Q4: 93,896 shares 93,896 $11.6M 0.03% -165 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,313 shares; 2024Q4: 67,859 shares; 2025Q1: 69,022 shares; 2025Q2: 65,231 shares; 2025Q3: 155,381 shares; 2025Q4: 112,880 shares 112,880 $11.5M 0.03% -42,501 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,421 shares; 2024Q4: 44,571 shares; 2025Q1: 41,857 shares; 2025Q2: 40,747 shares; 2025Q3: 40,035 shares; 2025Q4: 39,268 shares 39,268 $11.4M 0.03% -767 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,035 shares; 2024Q4: 45,556 shares; 2025Q1: 44,323 shares; 2025Q2: 44,341 shares; 2025Q3: 43,422 shares; 2025Q4: 43,766 shares 43,766 $11.2M 0.03% +344 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,753 shares; 2024Q4: 43,265 shares; 2025Q1: 35,328 shares; 2025Q2: 32,532 shares; 2025Q3: 32,059 shares; 2025Q4: 31,384 shares 31,384 $11M 0.03% -675 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,372 shares; 2024Q4: 384,853 shares; 2025Q1: 426,602 shares; 2025Q2: 239,271 shares; 2025Q3: 169,655 shares; 2025Q4: 125,095 shares 125,095 $10.9M 0.03% -44,560 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 12,781 shares; 2025Q1: 7,832 shares; 2025Q2: 7,141 shares; 2025Q3: 175,013 shares; 2025Q4: 181,113 shares 181,113 $10.9M 0.03% +6,100 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,738 shares; 2024Q4: 125,034 shares; 2025Q1: 126,573 shares; 2025Q2: 129,996 shares; 2025Q3: 123,639 shares; 2025Q4: 133,438 shares 133,438 $10.7M 0.03% +9,799 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,177 shares; 2024Q4: 236,096 shares; 2025Q1: 141,977 shares; 2025Q2: 126,078 shares; 2025Q3: 116,909 shares; 2025Q4: 114,421 shares 114,421 $10.6M 0.03% -2,488 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,864 shares; 2024Q4: 71,066 shares; 2025Q1: 62,802 shares; 2025Q2: 55,059 shares; 2025Q3: 116,420 shares; 2025Q4: 53,731 shares 53,731 $10.5M 0.03% -62,689 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,603 shares; 2024Q4: 38,923 shares; 2025Q1: 42,248 shares; 2025Q2: 41,924 shares; 2025Q3: 41,281 shares; 2025Q4: 40,384 shares 40,384 $10.4M 0.02% -897 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,129 shares; 2024Q4: 125,130 shares; 2025Q1: 124,052 shares; 2025Q2: 124,053 shares; 2025Q3: 123,280 shares; 2025Q4: 55,469 shares 55,469 $10.3M 0.02% -67,811 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,928 shares; 2024Q4: 46,020 shares; 2025Q1: 44,968 shares; 2025Q2: 43,652 shares; 2025Q3: 43,351 shares; 2025Q4: 42,578 shares 42,578 $9.85M 0.02% -773 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,024 shares; 2024Q4: 129,696 shares; 2025Q1: 144,640 shares; 2025Q2: 116,347 shares; 2025Q3: 101,072 shares; 2025Q4: 112,010 shares 112,010 $9.28M 0.02% +10,938 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,272 shares; 2024Q4: 48,769 shares; 2025Q1: 38,209 shares; 2025Q2: 32,250 shares; 2025Q3: 30,843 shares; 2025Q4: 26,284 shares 26,284 $9.2M 0.02% -4,559 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,979 shares; 2024Q4: 11,563 shares; 2025Q1: 11,411 shares; 2025Q2: 11,103 shares; 2025Q3: 10,907 shares; 2025Q4: 31,971 shares 31,971 $9.18M 0.02% +21,064 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,207 shares; 2024Q4: 4,394 shares; 2025Q1: 3,915 shares; 2025Q2: 4,485 shares; 2025Q3: 4,457 shares; 2025Q4: 32,049 shares 32,049 $9.15M 0.02% +27,592 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,699 shares; 2024Q4: 41,979 shares; 2025Q1: 15,823 shares; 2025Q2: 10,206 shares; 2025Q3: 10,046 shares; 2025Q4: 10,364 shares 10,364 $9.11M 0.02% +318 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,302 shares; 2024Q4: 17,187 shares; 2025Q1: 16,961 shares; 2025Q2: 16,393 shares; 2025Q3: 16,576 shares; 2025Q4: 15,976 shares 15,976 $9.11M 0.02% -600 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847,727 shares; 2024Q4: 860,703 shares; 2025Q1: 1,139,150 shares; 2025Q2: 718,081 shares; 2025Q3: 967,857 shares; 2025Q4: 288,071 shares 288,071 $8.85M 0.02% -679,786 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,269 shares; 2024Q4: 10,757 shares; 2025Q1: 11,189 shares; 2025Q2: 19,237 shares; 2025Q3: 18,287 shares; 2025Q4: 18,103 shares 18,103 $8.76M 0.02% -184 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,014 shares; 2025Q4: 223,430 shares 223,430 $8.64M 0.02% +12,416 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,559 shares; 2024Q4: 15,547 shares; 2025Q1: 14,944 shares; 2025Q2: 14,545 shares; 2025Q3: 14,223 shares; 2025Q4: 13,632 shares 13,632 $8.22M 0.02% -591 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,475 shares; 2024Q4: 179,347 shares; 2025Q1: 119,229 shares; 2025Q2: 91,083 shares; 2025Q3: 87,157 shares; 2025Q4: 84,901 shares 84,901 $7.85M 0.02% -2,256 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,301 shares; 2024Q4: 81,883 shares; 2025Q1: 84,659 shares; 2025Q2: 76,383 shares; 2025Q3: 70,037 shares; 2025Q4: 68,848 shares 68,848 $7.83M 0.02% -1,189 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,010 shares; 2024Q4: 55,071 shares; 2025Q1: 52,626 shares; 2025Q2: 48,382 shares; 2025Q3: 47,185 shares; 2025Q4: 48,218 shares 48,218 $7.72M 0.02% +1,033 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,347 shares; 2024Q4: 405,240 shares; 2025Q1: 372,705 shares; 2025Q2: 330,682 shares; 2025Q3: 316,027 shares; 2025Q4: 301,914 shares 301,914 $7.52M 0.02% -14,113 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,313 shares; 2024Q4: 49,619 shares; 2025Q1: 153,041 shares; 2025Q2: 46,840 shares; 2025Q3: 44,848 shares; 2025Q4: 43,557 shares 43,557 $7.45M 0.02% -1,291 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,905 shares; 2024Q4: 229,986 shares; 2025Q1: 251,515 shares; 2025Q2: 298,157 shares; 2025Q3: 294,864 shares; 2025Q4: 286,573 shares 286,573 $7.12M 0.02% -8,291 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,737 shares; 2024Q4: 22,816 shares; 2025Q1: 21,821 shares; 2025Q2: 75,048 shares; 2025Q3: 73,882 shares; 2025Q4: 70,992 shares 70,992 $7.09M 0.02% -2,890 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,462 shares; 2024Q4: 15,198 shares; 2025Q1: 15,295 shares; 2025Q2: 14,772 shares; 2025Q3: 14,709 shares; 2025Q4: 14,963 shares 14,963 $6.97M 0.02% +254 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,463 shares; 2024Q4: 26,315 shares; 2025Q1: 28,456 shares; 2025Q2: 25,467 shares; 2025Q3: 21,164 shares; 2025Q4: 11,995 shares 11,995 $6.97M 0.02% -9,169 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,726 shares; 2024Q4: 124,603 shares; 2025Q1: 124,976 shares; 2025Q2: 134,848 shares; 2025Q3: 39,359 shares; 2025Q4: 37,204 shares 37,204 $6.85M 0.02% -2,155 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,795 shares; 2024Q4: 101,121 shares; 2025Q1: 103,564 shares; 2025Q2: 115,804 shares; 2025Q3: 32,262 shares; 2025Q4: 29,832 shares 29,832 $6.83M 0.02% -2,430 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,207 shares; 2024Q4: 25,577 shares; 2025Q1: 28,074 shares; 2025Q2: 27,315 shares; 2025Q3: 27,113 shares; 2025Q4: 26,969 shares 26,969 $6.64M 0.02% -144 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151,435 shares; 2025Q2: 4,172 shares; 2025Q3: 86,348 shares; 2025Q4: 39,540 shares 39,540 $6.36M 0.02% -46,808 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,922 shares; 2024Q4: 153,021 shares; 2025Q1: 164,147 shares; 2025Q2: 214,839 shares; 2025Q3: 215,965 shares; 2025Q4: 49,645 shares 49,645 $6.33M 0.02% -166,320 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,037 shares; 2024Q4: 216,208 shares; 2025Q1: 226,358 shares; 2025Q2: 190,967 shares; 2025Q3: 206,340 shares; 2025Q4: 72,284 shares 72,284 $6.3M 0.02% -134,056 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,388 shares; 2025Q1: 33,723 shares; 2025Q2: 34,414 shares; 2025Q3: 33,705 shares; 2025Q4: 34,925 shares 34,925 $5.98M 0.01% +1,220 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,950 shares; 2024Q4: 28,880 shares; 2025Q1: 27,935 shares; 2025Q2: 26,998 shares; 2025Q3: 26,964 shares; 2025Q4: 26,987 shares 26,987 $5.93M 0.01% +23 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,732 shares; 2024Q4: 113,115 shares; 2025Q1: 110,915 shares; 2025Q2: 103,070 shares; 2025Q3: 99,124 shares; 2025Q4: 98,895 shares 98,895 $5.9M 0.01% -229 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,146 shares; 2024Q4: 21,410 shares; 2025Q1: 21,587 shares; 2025Q2: 20,691 shares; 2025Q3: 20,436 shares; 2025Q4: 20,434 shares 20,434 $5.9M 0.01% -2 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,276 shares; 2024Q4: 68,810 shares; 2025Q1: 70,672 shares; 2025Q2: 74,681 shares; 2025Q3: 77,229 shares; 2025Q4: 77,040 shares 77,040 $5.81M 0.01% -189 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,919 shares; 2024Q4: 228,809 shares; 2025Q1: 220,519 shares; 2025Q2: 222,518 shares; 2025Q3: 211,121 shares; 2025Q4: 190,974 shares 190,974 $5.71M 0.01% -20,147 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,143 shares; 2024Q4: 15,170 shares; 2025Q1: 16,072 shares; 2025Q2: 24,748 shares; 2025Q3: 24,295 shares; 2025Q4: 22,940 shares 22,940 $5.56M 0.01% -1,355 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,588 shares; 2024Q4: 96,298 shares; 2025Q1: 119,923 shares; 2025Q2: 108,305 shares; 2025Q3: 104,968 shares; 2025Q4: 102,377 shares 102,377 $5.52M 0.01% -2,591 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 6,697 shares; 2025Q1: 4,807 shares; 2025Q2: 63,414 shares; 2025Q3: 61,043 shares; 2025Q4: 59,888 shares 59,888 $5.46M 0.01% -1,155 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,460 shares; 2024Q4: 239,498 shares; 2025Q1: 242,209 shares; 2025Q2: 62,576 shares; 2025Q3: 60,808 shares; 2025Q4: 58,280 shares 58,280 $5.46M 0.01% -2,528 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,559 shares; 2025Q1: 2,285 shares; 2025Q2: 85,537 shares; 2025Q3: 29,371 shares; 2025Q4: 27,488 shares 27,488 $5.42M 0.01% -1,883 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,958 shares; 2024Q4: 96,217 shares; 2025Q1: 106,033 shares; 2025Q2: 106,581 shares; 2025Q3: 97,033 shares; 2025Q4: 96,389 shares 96,389 $5.28M 0.01% -644 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,019 shares; 2024Q4: 31,513 shares; 2025Q1: 30,876 shares; 2025Q2: 30,156 shares; 2025Q3: 29,262 shares; 2025Q4: 30,348 shares 30,348 $5.27M 0.01% +1,086 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,281 shares; 2024Q4: 257,365 shares; 2025Q1: 185,048 shares; 2025Q2: 168,338 shares; 2025Q3: 183,525 shares; 2025Q4: 64,247 shares 64,247 $5.25M 0.01% -119,278 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,397 shares; 2024Q4: 429,741 shares; 2025Q1: 139,305 shares; 2025Q2: 129,117 shares; 2025Q3: 124,043 shares; 2025Q4: 139,988 shares 139,988 $5.07M 0.01% +15,945 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,605 shares; 2024Q4: 29,091 shares; 2025Q1: 29,318 shares; 2025Q2: 29,193 shares; 2025Q3: 29,963 shares; 2025Q4: 29,858 shares 29,858 $5.01M 0.01% -105 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,258 shares; 2024Q4: 209,768 shares; 2025Q1: 69,274 shares; 2025Q2: 64,705 shares; 2025Q3: 61,755 shares; 2025Q4: 60,038 shares 60,038 $4.74M 0.01% -1,717 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,196 shares; 2024Q4: 20,180 shares; 2025Q1: 19,740 shares; 2025Q2: 19,238 shares; 2025Q3: 18,318 shares; 2025Q4: 17,406 shares 17,406 $4.72M 0.01% -912 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,664 shares; 2024Q4: 136,999 shares; 2025Q1: 131,647 shares; 2025Q2: 130,560 shares; 2025Q3: 131,506 shares; 2025Q4: 115,031 shares 115,031 $4.69M 0.01% -16,475 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,770 shares; 2024Q4: 21,833 shares; 2025Q1: 20,521 shares; 2025Q2: 19,145 shares; 2025Q3: 19,771 shares; 2025Q4: 21,873 shares 21,873 $4.68M 0.01% +2,102 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,882 shares; 2024Q4: 96,807 shares; 2025Q1: 75,369 shares; 2025Q2: 41,559 shares; 2025Q3: 41,572 shares; 2025Q4: 41,994 shares 41,994 $4.62M 0.01% +422 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 34,883 shares; 2025Q3: 39,106 shares; 2025Q4: 38,639 shares 38,639 $4.61M 0.01% -467 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,872 shares; 2024Q4: 105,369 shares; 2025Q1: 144,956 shares; 2025Q2: 27,514 shares; 2025Q3: 27,117 shares; 2025Q4: 29,182 shares 29,182 $4.5M 0.01% +2,065 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,583 shares; 2024Q4: 64,624 shares; 2025Q1: 61,853 shares; 2025Q2: 60,848 shares; 2025Q3: 60,842 shares; 2025Q4: 60,444 shares 60,444 $4.45M 0.01% -398 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,755 shares; 2024Q4: 54,977 shares; 2025Q1: 54,352 shares; 2025Q2: 53,294 shares; 2025Q3: 52,834 shares; 2025Q4: 51,364 shares 51,364 $4.33M 0.01% -1,470 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436,540 shares; 2025Q3: 436,540 shares; 2025Q4: 436,540 shares 436,540 $4.28M 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,374 shares; 2024Q4: 19,434 shares; 2025Q1: 17,950 shares; 2025Q2: 15,889 shares; 2025Q3: 14,773 shares; 2025Q4: 14,375 shares 14,375 $4.14M 0.01% -398 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,280 shares; 2024Q4: 33,706 shares; 2025Q1: 26,530 shares; 2025Q2: 20,540 shares; 2025Q3: 23,430 shares; 2025Q4: 19,992 shares 19,992 $4.1M 0.01% -3,438 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,565 shares; 2024Q4: 19,080 shares; 2025Q1: 20,191 shares; 2025Q2: 19,075 shares; 2025Q3: 19,038 shares; 2025Q4: 18,478 shares 18,478 $4.06M 0.01% -560 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,694 shares; 2024Q4: 34,579 shares; 2025Q1: 33,267 shares; 2025Q2: 32,650 shares; 2025Q3: 34,404 shares; 2025Q4: 34,937 shares 34,937 $4.03M 0.01% +533 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,479 shares; 2024Q4: 33,846 shares; 2025Q1: 34,381 shares; 2025Q2: 32,052 shares; 2025Q3: 31,388 shares; 2025Q4: 30,160 shares 30,160 $4M 0.01% -1,228 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,379 shares; 2024Q4: 17,595 shares; 2025Q1: 18,101 shares; 2025Q2: 17,899 shares; 2025Q3: 18,011 shares; 2025Q4: 18,858 shares 18,858 $4M 0.01% +847 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,731 shares; 2024Q4: 11,046 shares; 2025Q1: 12,336 shares; 2025Q2: 11,253 shares; 2025Q3: 11,133 shares; 2025Q4: 12,688 shares 12,688 $3.96M 0.01% +1,555 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,404 shares; 2024Q4: 85,464 shares; 2025Q1: 81,033 shares; 2025Q2: 78,291 shares; 2025Q3: 76,890 shares; 2025Q4: 73,393 shares 73,393 $3.95M 0.01% -3,497 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,985 shares; 2024Q4: 17,793 shares; 2025Q1: 17,528 shares; 2025Q2: 17,080 shares; 2025Q3: 16,667 shares; 2025Q4: 32,780 shares 32,780 $3.91M 0.01% +16,113 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,292 shares; 2024Q4: 24,161 shares; 2025Q1: 25,032 shares; 2025Q2: 25,940 shares; 2025Q3: 26,064 shares; 2025Q4: 26,948 shares 26,948 $3.87M 0.01% +884 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,259 shares; 2024Q4: 130,965 shares; 2025Q1: 117,451 shares; 2025Q2: 111,329 shares; 2025Q3: 105,625 shares; 2025Q4: 102,970 shares 102,970 $3.8M 0.01% -2,655 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,983 shares; 2024Q4: 44,529 shares; 2025Q1: 33,367 shares; 2025Q2: 12,724 shares; 2025Q3: 11,978 shares; 2025Q4: 11,633 shares 11,633 $3.77M 0.01% -345 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,106 shares; 2024Q4: 74,309 shares; 2025Q1: 74,265 shares; 2025Q2: 75,617 shares; 2025Q3: 82,179 shares; 2025Q4: 79,399 shares 79,399 $3.7M 0.01% -2,780 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,040 shares; 2024Q4: 24,561 shares; 2025Q1: 24,451 shares; 2025Q2: 24,560 shares; 2025Q3: 24,498 shares; 2025Q4: 29,548 shares 29,548 $3.63M 0.01% +5,050 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,422 shares; 2024Q4: 30,747 shares; 2025Q1: 28,276 shares; 2025Q2: 50,041 shares; 2025Q3: 44,258 shares; 2025Q4: 42,492 shares 42,492 $3.61M 0.01% -1,766 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,854 shares; 2024Q4: 23,662 shares; 2025Q1: 22,019 shares; 2025Q2: 22,696 shares; 2025Q3: 23,398 shares; 2025Q4: 23,260 shares 23,260 $3.46M 0.01% -138 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,524 shares; 2024Q4: 61,816 shares; 2025Q1: 61,794 shares; 2025Q2: 58,897 shares; 2025Q3: 58,777 shares; 2025Q4: 59,409 shares 59,409 $3.43M 0.01% +632 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 5,170 shares; 2025Q1: 5,369 shares; 2025Q2: 118,575 shares; 2025Q3: 28,026 shares; 2025Q4: 28,600 shares 28,600 $3.37M 0.01% +574 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,635 shares; 2024Q4: 116,027 shares; 2025Q1: 116,437 shares; 2025Q2: 118,695 shares; 2025Q3: 122,692 shares; 2025Q4: 123,284 shares 123,284 $3.32M 0.01% +592 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,849 shares; 2024Q4: 42,380 shares; 2025Q1: 39,224 shares; 2025Q2: 36,348 shares; 2025Q3: 34,053 shares; 2025Q4: 33,791 shares 33,791 $3.3M 0.01% -262 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,670 shares; 2024Q4: 203,899 shares; 2025Q1: 205,208 shares; 2025Q2: 91,252 shares; 2025Q3: 94,990 shares; 2025Q4: 41,901 shares 41,901 $3.3M 0.01% -53,089 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,122 shares; 2024Q4: 8,464 shares; 2025Q1: not reported; 2025Q2: 41,898 shares; 2025Q3: 83,372 shares; 2025Q4: 67,262 shares 67,262 $3.3M 0.01% -16,110 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,010 shares; 2025Q1: 717 shares; 2025Q2: 592 shares; 2025Q3: 611 shares; 2025Q4: 603 shares 603 $3.23M 0.01% -8 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,181 shares; 2025Q1: 2,983 shares; 2025Q2: 2,497 shares; 2025Q3: 3,397 shares; 2025Q4: 22,523 shares 22,523 $3.18M 0.01% +19,126 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,819 shares; 2025Q1: 2,828 shares; 2025Q2: 2,834 shares; 2025Q3: 2,855 shares; 2025Q4: 2,891 shares 2,891 $3.09M 0.01% +36 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,108 shares; 2024Q4: 73,312 shares; 2025Q1: 71,724 shares; 2025Q2: 10,700 shares; 2025Q3: 9,420 shares; 2025Q4: 9,156 shares 9,156 $3.09M 0.01% -264 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,597 shares; 2024Q4: 15,538 shares; 2025Q1: 273,862 shares; 2025Q2: 329,243 shares; 2025Q3: 62,132 shares; 2025Q4: 60,567 shares 60,567 $3.08M 0.01% -1,565 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 6,113 shares; 2025Q1: 6,030 shares; 2025Q2: 6,228 shares; 2025Q3: 6,195 shares; 2025Q4: 5,997 shares 5,997 $3.06M 0.01% -198 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,358 shares; 2024Q4: 21,457 shares; 2025Q1: 23,028 shares; 2025Q2: 25,279 shares; 2025Q3: 25,494 shares; 2025Q4: 26,063 shares 26,063 $3.03M 0.01% +569 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,758 shares; 2024Q4: 28,939 shares; 2025Q1: 29,007 shares; 2025Q2: 28,723 shares; 2025Q3: 27,604 shares; 2025Q4: 27,305 shares 27,305 $3.01M 0.01% -299 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,837 shares; 2024Q4: 10,970 shares; 2025Q1: 15,527 shares; 2025Q2: 16,940 shares; 2025Q3: 16,441 shares; 2025Q4: 16,191 shares 16,191 $3M 0.01% -250 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,418 shares; 2024Q4: 109,652 shares; 2025Q1: 111,091 shares; 2025Q2: 108,739 shares; 2025Q3: 111,605 shares; 2025Q4: 111,002 shares 111,002 $2.91M 0.01% -603 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: 11,285 shares; 2025Q1: 12,055 shares; 2025Q2: 11,315 shares; 2025Q3: 10,634 shares; 2025Q4: 10,347 shares 10,347 $2.85M 0.01% -287 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,090 shares; 2024Q4: 80,376 shares; 2025Q1: 76,795 shares; 2025Q2: 73,686 shares; 2025Q3: 71,288 shares; 2025Q4: 69,303 shares 69,303 $2.74M 0.01% -1,985 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,076 shares; 2024Q4: 23,768 shares; 2025Q1: 21,999 shares; 2025Q2: 19,101 shares; 2025Q3: 17,422 shares; 2025Q4: 17,598 shares 17,598 $2.72M 0.01% +176 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,934 shares; 2024Q4: 15,430 shares; 2025Q1: 14,400 shares; 2025Q2: 13,293 shares; 2025Q3: 12,076 shares; 2025Q4: 10,933 shares 10,933 $2.7M 0.01% -1,143 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,333 shares; 2024Q4: 55,493 shares; 2025Q1: 50,612 shares; 2025Q2: 49,544 shares; 2025Q3: 52,814 shares; 2025Q4: 50,043 shares 50,043 $2.67M 0.01% -2,771 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,382 shares; 2024Q4: 12,301 shares; 2025Q1: 11,417 shares; 2025Q2: 11,880 shares; 2025Q3: 15,165 shares; 2025Q4: 13,769 shares 13,769 $2.64M 0.01% -1,396 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,395 shares; 2024Q4: 13,362 shares; 2025Q1: 13,104 shares; 2025Q2: 13,005 shares; 2025Q3: 12,925 shares; 2025Q4: 12,571 shares 12,571 $2.62M 0.01% -354 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 2,389 shares; 2025Q1: 2,407 shares; 2025Q2: 2,231 shares; 2025Q3: 2,172 shares; 2025Q4: 2,135 shares 2,135 $2.59M 0.01% -37 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,065 shares; 2024Q4: 15,830 shares; 2025Q1: 16,241 shares; 2025Q2: 14,737 shares; 2025Q3: 13,724 shares; 2025Q4: 13,328 shares 13,328 $2.59M 0.01% -396 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,941 shares; 2024Q4: 6,054 shares; 2025Q1: 6,598 shares; 2025Q2: 6,326 shares; 2025Q3: 6,193 shares; 2025Q4: 6,553 shares 6,553 $2.55M 0.01% +360 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,407 shares; 2024Q4: 30,533 shares; 2025Q1: 35,666 shares; 2025Q2: 267,561 shares; 2025Q3: 37,041 shares; 2025Q4: 32,366 shares 32,366 $2.51M 0.01% -4,675 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,763 shares; 2024Q4: 74,538 shares; 2025Q1: 45,549 shares; 2025Q2: 42,598 shares; 2025Q3: 42,057 shares; 2025Q4: 39,233 shares 39,233 $2.5M 0.01% -2,824 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,785 shares; 2024Q4: 24,571 shares; 2025Q1: 28,132 shares; 2025Q2: 27,261 shares; 2025Q3: 29,893 shares; 2025Q4: 23,869 shares 23,869 $2.41M 0.01% -6,024 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,926 shares; 2024Q4: 16,078 shares; 2025Q1: 17,853 shares; 2025Q2: 22,794 shares; 2025Q3: 20,803 shares; 2025Q4: 20,593 shares 20,593 $2.4M 0.01% -210 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,960 shares; 2024Q4: 35,946 shares; 2025Q1: 35,242 shares; 2025Q2: 35,153 shares; 2025Q3: 35,152 shares; 2025Q4: 34,152 shares 34,152 $2.33M 0.01% -1,000 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,632 shares; 2024Q4: 5,763 shares; 2025Q1: 5,923 shares; 2025Q2: 5,403 shares; 2025Q3: 5,282 shares; 2025Q4: 5,129 shares 5,129 $2.33M 0.01% -153 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,650 shares; 2024Q4: 32,600 shares; 2025Q1: 31,381 shares; 2025Q2: 36,993 shares; 2025Q3: 37,981 shares; 2025Q4: 39,180 shares 39,180 $2.3M 0.01% +1,199 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,016 shares; 2025Q3: 32,063 shares; 2025Q4: 5,144 shares 5,144 $2.29M 0.01% -26,919 CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,407 shares; 2024Q4: 31,016 shares; 2025Q1: 29,165 shares; 2025Q2: 27,639 shares; 2025Q3: 28,595 shares; 2025Q4: 28,421 shares 28,421 $2.26M 0.01% -174 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,060 shares; 2024Q4: 153,560 shares; 2025Q1: 277,765 shares; 2025Q2: 251,083 shares; 2025Q3: 280,713 shares; 2025Q4: 86,692 shares 86,692 $2.25M 0.01% -194,021 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,247 shares; 2024Q4: 5,257 shares; 2025Q1: 5,304 shares; 2025Q2: 5,308 shares; 2025Q3: 5,789 shares; 2025Q4: 5,753 shares 5,753 $2.24M 0.01% -36 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,558 shares; 2024Q4: 47,952 shares; 2025Q1: 9,641 shares; 2025Q2: 6,759 shares; 2025Q3: 6,816 shares; 2025Q4: 7,216 shares 7,216 $2.24M 0.01% +400 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,627 shares; 2024Q4: 17,605 shares; 2025Q1: 18,777 shares; 2025Q2: 17,414 shares; 2025Q3: 16,904 shares; 2025Q4: 16,983 shares 16,983 $2.19M 0.01% +79 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,433 shares; 2024Q4: 16,330 shares; 2025Q1: 11,470 shares; 2025Q2: 8,267 shares; 2025Q3: 41,702 shares; 2025Q4: 4,630 shares 4,630 $2.17M 0.01% -37,072 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,378 shares; 2024Q4: 27,378 shares; 2025Q1: 28,457 shares; 2025Q2: 34,347 shares; 2025Q3: 32,902 shares; 2025Q4: 29,179 shares 29,179 $2.16M 0.01% -3,723 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,953 shares; 2024Q4: 23,367 shares; 2025Q1: 22,949 shares; 2025Q2: 23,018 shares; 2025Q3: 21,234 shares; 2025Q4: 21,610 shares 21,610 $2.15M 0.01% +376 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,647 shares; 2024Q4: 16,400 shares; 2025Q1: 15,690 shares; 2025Q2: 494,641 shares; 2025Q3: 490,283 shares; 2025Q4: 48,861 shares 48,861 $2.09M <0.01% -441,422 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,554 shares; 2024Q4: 15,327 shares; 2025Q1: 14,292 shares; 2025Q2: 15,293 shares; 2025Q3: 14,718 shares; 2025Q4: 14,780 shares 14,780 $2.06M <0.01% +62 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,059 shares; 2024Q4: 10,447 shares; 2025Q1: 10,056 shares; 2025Q2: 8,630 shares; 2025Q3: 10,282 shares; 2025Q4: 9,749 shares 9,749 $2.04M <0.01% -533 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,459 shares; 2024Q4: 7,150 shares; 2025Q1: 6,976 shares; 2025Q2: 6,371 shares; 2025Q3: 6,593 shares; 2025Q4: 5,763 shares 5,763 $2.04M <0.01% -830 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,032 shares; 2024Q4: 6,432 shares; 2025Q1: 6,243 shares; 2025Q2: 6,392 shares; 2025Q3: 6,046 shares; 2025Q4: 5,914 shares 5,914 $1.99M <0.01% -132 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,215 shares; 2024Q4: 31,829 shares; 2025Q1: 30,320 shares; 2025Q2: 26,435 shares; 2025Q3: 24,948 shares; 2025Q4: 24,415 shares 24,415 $1.96M <0.01% -533 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,796 shares; 2024Q4: 12,771 shares; 2025Q1: 15,184 shares; 2025Q2: 13,844 shares; 2025Q3: 14,289 shares; 2025Q4: 13,961 shares 13,961 $1.95M <0.01% -328 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 4,870 shares; 2025Q1: 4,690 shares; 2025Q2: 4,511 shares; 2025Q3: 4,411 shares; 2025Q4: 4,347 shares 4,347 $1.93M <0.01% -64 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,386 shares; 2024Q4: 11,458 shares; 2025Q1: 11,768 shares; 2025Q2: 11,354 shares; 2025Q3: 11,274 shares; 2025Q4: 11,274 shares 11,274 $1.92M <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,360 shares; 2025Q1: 3,603 shares; 2025Q2: 3,754 shares; 2025Q3: 3,865 shares; 2025Q4: 3,961 shares 3,961 $1.9M <0.01% +96 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,449 shares; 2024Q4: 5,151 shares; 2025Q1: 5,031 shares; 2025Q2: 5,101 shares; 2025Q3: 5,451 shares; 2025Q4: 5,379 shares 5,379 $1.85M <0.01% -72 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,892 shares; 2024Q4: 32,167 shares; 2025Q1: 28,343 shares; 2025Q2: 26,317 shares; 2025Q3: 26,974 shares; 2025Q4: 24,714 shares 24,714 $1.82M <0.01% -2,260 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,483 shares; 2024Q4: 19,561 shares; 2025Q1: 28,521 shares; 2025Q2: 17,838 shares; 2025Q3: 17,601 shares; 2025Q4: 17,545 shares 17,545 $1.8M <0.01% -56 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,698 shares; 2024Q4: 50,795 shares; 2025Q1: 59,804 shares; 2025Q2: 64,490 shares; 2025Q3: 78,321 shares; 2025Q4: 74,120 shares 74,120 $1.78M <0.01% -4,201 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,045 shares; 2024Q4: 11,639 shares; 2025Q1: 12,294 shares; 2025Q2: 12,275 shares; 2025Q3: 12,375 shares; 2025Q4: 12,582 shares 12,582 $1.78M <0.01% +207 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,032 shares; 2024Q4: 35,997 shares; 2025Q1: 4,646 shares; 2025Q2: 4,515 shares; 2025Q3: 4,530 shares; 2025Q4: 4,601 shares 4,601 $1.76M <0.01% +71 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,869 shares; 2024Q4: 53,659 shares; 2025Q1: 52,555 shares; 2025Q2: 51,726 shares; 2025Q3: 51,728 shares; 2025Q4: 53,913 shares 53,913 $1.76M <0.01% +2,185 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 11,588 shares; 2025Q1: 10,405 shares; 2025Q2: 9,892 shares; 2025Q3: 11,358 shares; 2025Q4: 10,793 shares 10,793 $1.76M <0.01% -565 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 26,377 shares; 2025Q1: 21,449 shares; 2025Q2: 3,988 shares; 2025Q3: 1,424 shares; 2025Q4: 1,602 shares 1,602 $1.71M <0.01% +178 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,605 shares; 2024Q4: 14,370 shares; 2025Q1: 14,206 shares; 2025Q2: 14,085 shares; 2025Q3: 13,705 shares; 2025Q4: 13,225 shares 13,225 $1.71M <0.01% -480 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,756 shares; 2024Q4: 17,517 shares; 2025Q1: 14,793 shares; 2025Q2: 6,284 shares; 2025Q3: 5,634 shares; 2025Q4: 5,845 shares 5,845 $1.69M <0.01% +211 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,065 shares; 2024Q4: 123,829 shares; 2025Q1: 23,415 shares; 2025Q2: 18,996 shares; 2025Q3: 17,981 shares; 2025Q4: 13,154 shares 13,154 $1.66M <0.01% -4,827 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,519 shares; 2024Q4: 11,689 shares; 2025Q1: 11,873 shares; 2025Q2: 10,159 shares; 2025Q3: 10,052 shares; 2025Q4: 10,194 shares 10,194 $1.65M <0.01% +142 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,989 shares; 2024Q4: 43,000 shares; 2025Q1: 43,000 shares; 2025Q2: 43,000 shares; 2025Q3: 42,989 shares; 2025Q4: 68,234 shares 68,234 $1.63M <0.01% +25,245 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,356 shares; 2025Q1: 6,164 shares; 2025Q2: 6,268 shares; 2025Q3: 6,181 shares; 2025Q4: 6,149 shares 6,149 $1.61M <0.01% -32 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,623 shares; 2024Q4: 11,187 shares; 2025Q1: 13,578 shares; 2025Q2: 13,651 shares; 2025Q3: 14,845 shares; 2025Q4: 14,943 shares 14,943 $1.58M <0.01% +98 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,144 shares; 2024Q4: 7,664 shares; 2025Q1: 7,586 shares; 2025Q2: 7,365 shares; 2025Q3: 8,299 shares; 2025Q4: 7,744 shares 7,744 $1.57M <0.01% -555 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,591 shares; 2024Q4: 31,967 shares; 2025Q1: 33,533 shares; 2025Q2: 29,541 shares; 2025Q3: 29,668 shares; 2025Q4: 29,425 shares 29,425 $1.55M <0.01% -243 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,611 shares; 2024Q4: 11,224 shares; 2025Q1: 11,339 shares; 2025Q2: 12,490 shares; 2025Q3: 12,290 shares; 2025Q4: 12,721 shares 12,721 $1.52M <0.01% +431 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 12,367 shares; 2025Q1: 15,053 shares; 2025Q2: 1,999 shares; 2025Q3: 1,909 shares; 2025Q4: 1,872 shares 1,872 $1.52M <0.01% -37 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,191 shares; 2025Q1: 2,154 shares; 2025Q2: 2,149 shares; 2025Q3: 2,238 shares; 2025Q4: 2,231 shares 2,231 $1.51M <0.01% -7 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,545 shares; 2024Q4: 62,479 shares; 2025Q1: 53,996 shares; 2025Q2: 47,284 shares; 2025Q3: 55,063 shares; 2025Q4: 54,995 shares 54,995 $1.51M <0.01% -68 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 7,733 shares; 2025Q1: 7,682 shares; 2025Q2: 7,237 shares; 2025Q3: 7,105 shares; 2025Q4: 6,584 shares 6,584 $1.5M <0.01% -521 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 4,315 shares; 2025Q1: 4,148 shares; 2025Q2: 3,912 shares; 2025Q3: 3,658 shares; 2025Q4: 3,755 shares 3,755 $1.48M <0.01% +97 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,574 shares; 2024Q4: 25,574 shares; 2025Q1: 25,538 shares; 2025Q2: 26,192 shares; 2025Q3: 24,733 shares; 2025Q4: 21,227 shares 21,227 $1.48M <0.01% -3,506 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,731 shares; 2024Q4: 10,556 shares; 2025Q1: 9,877 shares; 2025Q2: 9,984 shares; 2025Q3: 9,860 shares; 2025Q4: 9,759 shares 9,759 $1.48M <0.01% -101 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,190 shares; 2025Q1: 6,123 shares; 2025Q2: 7,140 shares; 2025Q3: 7,296 shares; 2025Q4: 7,313 shares 7,313 $1.47M <0.01% +17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 3,876 shares; 2025Q1: 24,129 shares; 2025Q2: 22,995 shares; 2025Q3: 23,131 shares; 2025Q4: 23,266 shares 23,266 $1.44M <0.01% +135 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,539 shares; 2024Q4: 23,822 shares; 2025Q1: 26,732 shares; 2025Q2: 27,414 shares; 2025Q3: 27,705 shares; 2025Q4: 29,293 shares 29,293 $1.44M <0.01% +1,588 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 8,380 shares; 2025Q1: 8,065 shares; 2025Q2: 7,983 shares; 2025Q3: 7,717 shares; 2025Q4: 7,940 shares 7,940 $1.43M <0.01% +223 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,946 shares; 2025Q1: 2,921 shares; 2025Q2: 2,993 shares; 2025Q3: 3,104 shares; 2025Q4: 2,890 shares 2,890 $1.42M <0.01% -214 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,351 shares; 2024Q4: 18,320 shares; 2025Q1: 19,162 shares; 2025Q2: 22,109 shares; 2025Q3: 16,980 shares; 2025Q4: 31,669 shares 31,669 $1.42M <0.01% +14,689 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,874 shares; 2024Q4: 12,869 shares; 2025Q1: 16,325 shares; 2025Q2: 9,027 shares; 2025Q3: 6,877 shares; 2025Q4: 13,482 shares 13,482 $1.42M <0.01% +6,605 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,738 shares; 2024Q4: 10,228 shares; 2025Q1: 9,725 shares; 2025Q2: 9,984 shares; 2025Q3: 8,069 shares; 2025Q4: 8,197 shares 8,197 $1.41M <0.01% +128 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,514 shares; 2024Q4: 21,259 shares; 2025Q1: 23,021 shares; 2025Q2: 20,191 shares; 2025Q3: 20,759 shares; 2025Q4: 30,759 shares 30,759 $1.41M <0.01% +10,000 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,741 shares; 2024Q4: 7,071 shares; 2025Q1: 12,770 shares; 2025Q2: 12,928 shares; 2025Q3: 12,498 shares; 2025Q4: 13,700 shares 13,700 $1.32M <0.01% +1,202 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,817 shares; 2024Q4: 6,842 shares; 2025Q1: 6,762 shares; 2025Q2: 6,857 shares; 2025Q3: 6,788 shares; 2025Q4: 6,697 shares 6,697 $1.31M <0.01% -91 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 7,337 shares; 2025Q1: 7,195 shares; 2025Q2: 7,380 shares; 2025Q3: 7,878 shares; 2025Q4: 7,871 shares 7,871 $1.31M <0.01% -7 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,679 shares; 2024Q4: 15,699 shares; 2025Q1: 14,082 shares; 2025Q2: 11,833 shares; 2025Q3: 11,257 shares; 2025Q4: 11,414 shares 11,414 $1.3M <0.01% +157 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,465 shares 30,465 $1.3M <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,258 shares; 2024Q4: 54,812 shares; 2025Q1: 31,214 shares; 2025Q2: 18,393 shares; 2025Q3: 17,498 shares; 2025Q4: 16,215 shares 16,215 $1.28M <0.01% -1,283 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 6,992 shares; 2025Q1: 6,827 shares; 2025Q2: 6,680 shares; 2025Q3: 6,712 shares; 2025Q4: 6,587 shares 6,587 $1.28M <0.01% -125 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,271 shares; 2024Q4: 13,517 shares; 2025Q1: 13,360 shares; 2025Q2: 13,954 shares; 2025Q3: 13,064 shares; 2025Q4: 14,450 shares 14,450 $1.27M <0.01% +1,386 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 5,380 shares; 2025Q1: 5,745 shares; 2025Q2: 6,182 shares; 2025Q3: 7,235 shares; 2025Q4: 6,688 shares 6,688 $1.26M <0.01% -547 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 4,112 shares; 2025Q1: 4,065 shares; 2025Q2: 4,065 shares; 2025Q3: 4,065 shares; 2025Q4: 4,065 shares 4,065 $1.23M <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,036 shares; 2024Q4: 202,455 shares; 2025Q1: 201,300 shares; 2025Q2: 233,722 shares; 2025Q3: 25,221 shares; 2025Q4: 21,484 shares 21,484 $1.21M <0.01% -3,737 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,835 shares; 2024Q4: 15,530 shares; 2025Q1: 14,383 shares; 2025Q2: 29,980 shares; 2025Q3: 29,829 shares; 2025Q4: 29,929 shares 29,929 $1.2M <0.01% +100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,126 shares; 2024Q4: 15,638 shares; 2025Q1: 13,957 shares; 2025Q2: 32,120 shares; 2025Q3: 31,982 shares; 2025Q4: 29,631 shares 29,631 $1.2M <0.01% -2,351 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,412 shares; 2024Q4: 19,814 shares; 2025Q1: 19,536 shares; 2025Q2: 21,173 shares; 2025Q3: 20,148 shares; 2025Q4: 19,972 shares 19,972 $1.19M <0.01% -176 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,688 shares; 2024Q4: 78,921 shares; 2025Q1: 10,793 shares; 2025Q2: 10,222 shares; 2025Q3: 8,993 shares; 2025Q4: 6,763 shares 6,763 $1.19M <0.01% -2,230 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 581 shares; 2025Q1: not reported; 2025Q2: 3,848 shares; 2025Q3: 3,679 shares; 2025Q4: 3,675 shares 3,675 $1.18M <0.01% -4 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 9,183 shares; 2025Q1: 9,124 shares; 2025Q2: 8,975 shares; 2025Q3: 9,130 shares; 2025Q4: 8,881 shares 8,881 $1.17M <0.01% -249 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,899 shares; 2025Q1: 3,903 shares; 2025Q2: 3,771 shares; 2025Q3: 3,756 shares; 2025Q4: 3,967 shares 3,967 $1.16M <0.01% +211 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,875 shares; 2025Q1: 8,474 shares; 2025Q2: 8,282 shares; 2025Q3: 8,710 shares; 2025Q4: 8,441 shares 8,441 $1.16M <0.01% -269 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,938 shares; 2024Q4: 14,974 shares; 2025Q1: 14,012 shares; 2025Q2: 13,120 shares; 2025Q3: 13,114 shares; 2025Q4: 13,284 shares 13,284 $1.16M <0.01% +170 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,656 shares; 2024Q4: 6,244 shares; 2025Q1: 5,994 shares; 2025Q2: 5,590 shares; 2025Q3: 5,451 shares; 2025Q4: 5,683 shares 5,683 $1.13M <0.01% +232 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,360 shares; 2024Q4: 18,287 shares; 2025Q1: 17,895 shares; 2025Q2: 17,699 shares; 2025Q3: 18,088 shares; 2025Q4: 18,007 shares 18,007 $1.13M <0.01% -81 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,554 shares; 2024Q4: 28,932 shares; 2025Q1: 28,392 shares; 2025Q2: 35,488 shares; 2025Q3: 38,614 shares; 2025Q4: 39,340 shares 39,340 $1.12M <0.01% +726 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,449 shares; 2024Q4: 22,661 shares; 2025Q1: 22,170 shares; 2025Q2: 21,901 shares; 2025Q3: 21,350 shares; 2025Q4: 23,126 shares 23,126 $1.11M <0.01% +1,776 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,021 shares; 2025Q1: 26,018 shares; 2025Q2: 1,803 shares; 2025Q3: 1,798 shares; 2025Q4: 1,426 shares 1,426 $1.1M <0.01% -372 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,455 shares; 2024Q4: 7,422 shares; 2025Q1: 7,372 shares; 2025Q2: 7,608 shares; 2025Q3: 7,597 shares; 2025Q4: 7,568 shares 7,568 $1.07M <0.01% -29 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 4,243 shares; 2025Q1: 4,243 shares; 2025Q2: 4,243 shares; 2025Q3: 4,243 shares; 2025Q4: 4,243 shares 4,243 $1.06M <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,569 shares; 2024Q4: 10,499 shares; 2025Q1: 10,005 shares; 2025Q2: 10,531 shares; 2025Q3: 9,943 shares; 2025Q4: 10,412 shares 10,412 $1.04M <0.01% +469 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,773 shares; 2024Q4: 13,748 shares; 2025Q1: 13,283 shares; 2025Q2: 12,659 shares; 2025Q3: 13,212 shares; 2025Q4: 15,473 shares 15,473 $1.04M <0.01% +2,261 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,454 shares; 2024Q4: 12,726 shares; 2025Q1: 12,946 shares; 2025Q2: 11,698 shares; 2025Q3: 12,277 shares; 2025Q4: 11,224 shares 11,224 $1.03M <0.01% -1,053 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,180 shares; 2025Q2: 3,096 shares; 2025Q3: 12,140 shares; 2025Q4: 12,150 shares 12,150 $1.03M <0.01% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 3,787 shares; 2025Q1: 4,004 shares; 2025Q2: 3,885 shares; 2025Q3: 3,858 shares; 2025Q4: 4,081 shares 4,081 $1.02M <0.01% +223 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,395 shares; 2024Q4: 29,316 shares; 2025Q1: 29,316 shares; 2025Q2: 29,316 shares; 2025Q3: 29,316 shares; 2025Q4: 29,316 shares 29,316 $1.01M <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,845 shares; 2024Q4: 27,845 shares; 2025Q1: 19,651 shares; 2025Q2: 19,651 shares; 2025Q3: 19,651 shares; 2025Q4: 19,651 shares 19,651 $1.01M <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,091 shares; 2024Q4: 14,924 shares; 2025Q1: 14,658 shares; 2025Q2: 12,284 shares; 2025Q3: 11,397 shares; 2025Q4: 9,858 shares 9,858 $978K <0.01% -1,539 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,803 shares; 2024Q4: 7,892 shares; 2025Q1: 8,288 shares; 2025Q2: 7,586 shares; 2025Q3: 7,239 shares; 2025Q4: 7,314 shares 7,314 $976K <0.01% +75 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 1,286 shares; 2025Q1: 1,343 shares; 2025Q2: 1,972 shares; 2025Q3: 2,371 shares; 2025Q4: 2,458 shares 2,458 $974K <0.01% +87 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,843 shares; 2024Q4: 11,709 shares; 2025Q1: 10,908 shares; 2025Q2: 9,426 shares; 2025Q3: 11,481 shares; 2025Q4: 13,248 shares 13,248 $973K <0.01% +1,767 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,527 shares; 2024Q4: 32,911 shares; 2025Q1: 28,590 shares; 2025Q2: 30,576 shares; 2025Q3: 30,256 shares; 2025Q4: 30,313 shares 30,313 $972K <0.01% +57 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,098 shares; 2024Q4: 7,553 shares; 2025Q1: 8,069 shares; 2025Q2: 8,121 shares; 2025Q3: 7,185 shares; 2025Q4: 7,030 shares 7,030 $960K <0.01% -155 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,111 shares; 2024Q4: 36,538 shares; 2025Q1: 32,245 shares; 2025Q2: 27,379 shares; 2025Q3: 21,203 shares; 2025Q4: 20,432 shares 20,432 $950K <0.01% -771 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,893 shares; 2024Q4: 9,996 shares; 2025Q1: 9,917 shares; 2025Q2: 9,817 shares; 2025Q3: 9,896 shares; 2025Q4: 9,788 shares 9,788 $948K <0.01% -108 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,751 shares; 2024Q4: 8,032 shares; 2025Q1: 7,825 shares; 2025Q2: 7,282 shares; 2025Q3: 12,616 shares; 2025Q4: 11,779 shares 11,779 $945K <0.01% -837 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,627 shares; 2025Q2: 49,627 shares; 2025Q3: 49,627 shares; 2025Q4: 49,627 shares 49,627 $941K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,866 shares; 2025Q1: 4,511 shares; 2025Q2: 4,545 shares; 2025Q3: 4,366 shares; 2025Q4: 4,207 shares 4,207 $939K <0.01% -159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,304 shares; 2024Q4: 17,162 shares; 2025Q1: 13,531 shares; 2025Q2: 10,623 shares; 2025Q3: 10,375 shares; 2025Q4: 10,389 shares 10,389 $925K <0.01% +14 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,618 shares; 2025Q1: 13,121 shares; 2025Q2: 11,283 shares; 2025Q3: 11,561 shares; 2025Q4: 11,515 shares 11,515 $914K <0.01% -46 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 5,192 shares; 2025Q1: 5,348 shares; 2025Q2: 7,372 shares; 2025Q3: 7,461 shares; 2025Q4: 7,235 shares 7,235 $911K <0.01% -226 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,262 shares; 2024Q4: 4,541 shares; 2025Q1: 96,441 shares; 2025Q2: 9,904 shares; 2025Q3: 4,838 shares; 2025Q4: 4,882 shares 4,882 $903K <0.01% +44 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,448 shares; 2024Q4: 7,119 shares; 2025Q1: 7,054 shares; 2025Q2: 5,637 shares; 2025Q3: 5,110 shares; 2025Q4: 4,911 shares 4,911 $894K <0.01% -199 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,287 shares; 2024Q4: 10,943 shares; 2025Q1: 10,801 shares; 2025Q2: 10,865 shares; 2025Q3: 10,287 shares; 2025Q4: 10,408 shares 10,408 $887K <0.01% +121 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,288 shares; 2025Q1: 4,108 shares; 2025Q2: 4,444 shares; 2025Q3: 4,287 shares; 2025Q4: 4,177 shares 4,177 $885K <0.01% -110 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,798 shares; 2025Q1: 2,519 shares; 2025Q2: 2,569 shares; 2025Q3: 2,549 shares; 2025Q4: 2,479 shares 2,479 $875K <0.01% -70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,457 shares; 2025Q1: 1,394 shares; 2025Q2: 1,536 shares; 2025Q3: 1,538 shares; 2025Q4: 1,517 shares 1,517 $862K <0.01% -21 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 5,946 shares; 2025Q1: 5,600 shares; 2025Q2: 5,560 shares; 2025Q3: 5,918 shares; 2025Q4: 6,253 shares 6,253 $850K <0.01% +335 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,973 shares; 2024Q4: 13,931 shares; 2025Q1: 12,404 shares; 2025Q2: 11,092 shares; 2025Q3: 12,239 shares; 2025Q4: 12,520 shares 12,520 $841K <0.01% +281 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 3,122 shares; 2025Q1: 3,050 shares; 2025Q2: 3,553 shares; 2025Q3: 3,350 shares; 2025Q4: 3,659 shares 3,659 $832K <0.01% +309 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,749 shares; 2025Q1: 3,443 shares; 2025Q2: 2,933 shares; 2025Q3: 3,018 shares; 2025Q4: 3,021 shares 3,021 $832K <0.01% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,786 shares; 2024Q4: 12,040 shares; 2025Q1: 11,674 shares; 2025Q2: 12,145 shares; 2025Q3: 12,077 shares; 2025Q4: 12,191 shares 12,191 $810K <0.01% +114 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,453 shares; 2025Q1: 9,352 shares; 2025Q2: 9,352 shares; 2025Q3: 9,352 shares; 2025Q4: 8,102 shares 8,102 $810K <0.01% -1,250 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,067 shares; 2024Q4: 9,855 shares; 2025Q1: 10,539 shares; 2025Q2: 10,611 shares; 2025Q3: 10,837 shares; 2025Q4: 10,230 shares 10,230 $808K <0.01% -607 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,921 shares; 2025Q1: 1,826 shares; 2025Q2: 1,896 shares; 2025Q3: 1,798 shares; 2025Q4: 1,806 shares 1,806 $804K <0.01% +8 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,162 shares; 2024Q4: 176,808 shares; 2025Q1: 172,594 shares; 2025Q2: 149,410 shares; 2025Q3: 19,988 shares; 2025Q4: 13,749 shares 13,749 $803K <0.01% -6,239 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,020 shares; 2024Q4: 15,095 shares; 2025Q1: 15,020 shares; 2025Q2: 41,519 shares; 2025Q3: 41,519 shares; 2025Q4: 41,519 shares 41,519 $797K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,761 shares; 2025Q2: 109,737 shares; 2025Q3: 7,316 shares; 2025Q4: 5,850 shares 5,850 $794K <0.01% -1,466 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,245 shares; 2024Q4: 11,055 shares; 2025Q1: 10,702 shares; 2025Q2: 12,076 shares; 2025Q3: 11,658 shares; 2025Q4: 12,366 shares 12,366 $788K <0.01% +708 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 7,385 shares; 2025Q1: 5,985 shares; 2025Q2: 8,214 shares; 2025Q3: 11,203 shares; 2025Q4: 11,320 shares 11,320 $786K <0.01% +117 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,153 shares; 2025Q1: 4,981 shares; 2025Q2: 5,107 shares; 2025Q3: 4,698 shares; 2025Q4: 4,676 shares 4,676 $784K <0.01% -22 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,569 shares; 2025Q1: 2,599 shares; 2025Q2: 2,558 shares; 2025Q3: 2,589 shares; 2025Q4: 5,407 shares 5,407 $776K <0.01% +2,818 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 6,831 shares; 2025Q1: 5,022 shares; 2025Q2: 7,253 shares; 2025Q3: 7,029 shares; 2025Q4: 6,886 shares 6,886 $773K <0.01% -143 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 860 shares; 2025Q1: 854 shares; 2025Q2: 832 shares; 2025Q3: 774 shares; 2025Q4: 764 shares 764 $771K <0.01% -10 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,724 shares; 2024Q4: 19,278 shares; 2025Q1: 20,030 shares; 2025Q2: 20,657 shares; 2025Q3: 21,406 shares; 2025Q4: 21,603 shares 21,603 $750K <0.01% +197 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,270 shares; 2025Q1: 5,168 shares; 2025Q2: 4,757 shares; 2025Q3: 4,789 shares; 2025Q4: 4,704 shares 4,704 $749K <0.01% -85 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,644 shares; 2025Q1: 2,608 shares; 2025Q2: 2,574 shares; 2025Q3: 2,695 shares; 2025Q4: 2,512 shares 2,512 $744K <0.01% -183 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,208 shares; 2024Q4: 8,403 shares; 2025Q1: 8,189 shares; 2025Q2: 8,189 shares; 2025Q3: 7,967 shares; 2025Q4: 8,988 shares 8,988 $742K <0.01% +1,021 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,890 shares; 2025Q1: 20,420 shares; 2025Q2: 23,514 shares; 2025Q3: 25,110 shares; 2025Q4: 27,166 shares 27,166 $739K <0.01% +2,056 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,032 shares; 2025Q1: 5,836 shares; 2025Q2: 5,655 shares; 2025Q3: 5,655 shares; 2025Q4: 5,655 shares 5,655 $734K <0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,012 shares; 2025Q1: 3,012 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 3,012 shares 3,012 $729K <0.01% 0 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 8,477 shares; 2025Q1: 7,929 shares; 2025Q2: 7,879 shares; 2025Q3: 7,670 shares; 2025Q4: 8,665 shares 8,665 $719K <0.01% +995 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,466 shares; 2025Q4: 2,315 shares 2,315 $703K <0.01% -151 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 7,387 shares; 2025Q1: 7,058 shares; 2025Q2: 7,213 shares; 2025Q3: 6,871 shares; 2025Q4: 6,854 shares 6,854 $703K <0.01% -17 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,214 shares; 2024Q4: 11,707 shares; 2025Q1: 11,708 shares; 2025Q2: 12,169 shares; 2025Q3: 7,452 shares; 2025Q4: 7,450 shares 7,450 $701K <0.01% -2 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,396 shares; 2025Q1: 2,336 shares; 2025Q2: 2,207 shares; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares 2,233 $698K <0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,590 shares 10,590 $694K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,935 shares; 2024Q4: 22,870 shares; 2025Q1: 20,462 shares; 2025Q2: 19,786 shares; 2025Q3: 19,881 shares; 2025Q4: 15,894 shares 15,894 $693K <0.01% -3,987 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,968 shares; 2024Q4: 20,144 shares; 2025Q1: 22,397 shares; 2025Q2: 22,805 shares; 2025Q3: 21,889 shares; 2025Q4: 23,970 shares 23,970 $691K <0.01% +2,081 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,248 shares; 2025Q3: 23,383 shares; 2025Q4: 14,585 shares 14,585 $687K <0.01% -8,798 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 5,431 shares; 2025Q1: 79,735 shares; 2025Q2: 4,311 shares; 2025Q3: 3,438 shares; 2025Q4: 3,155 shares 3,155 $678K <0.01% -283 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,911 shares; 2024Q4: 7,565 shares; 2025Q1: 6,808 shares; 2025Q2: 7,143 shares; 2025Q3: 7,752 shares; 2025Q4: 7,658 shares 7,658 $676K <0.01% -94 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,362 shares; 2025Q3: 2,557 shares; 2025Q4: 2,701 shares 2,701 $676K <0.01% +144 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,745 shares; 2025Q1: 2,097 shares; 2025Q2: 1,883 shares; 2025Q3: 1,970 shares; 2025Q4: 1,959 shares 1,959 $675K <0.01% -11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 10,509 shares; 2025Q1: 10,318 shares; 2025Q2: 10,275 shares; 2025Q3: 9,662 shares; 2025Q4: 9,843 shares 9,843 $670K <0.01% +181 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,239 shares; 2025Q4: 7,234 shares 7,234 $662K <0.01% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,384 shares; 2025Q1: 1,576 shares; 2025Q2: 1,440 shares; 2025Q3: 1,610 shares; 2025Q4: 1,597 shares 1,597 $659K <0.01% -13 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,991 shares; 2024Q4: 4,725 shares; 2025Q1: 4,028 shares; 2025Q2: 6,271 shares; 2025Q3: 6,386 shares; 2025Q4: 7,363 shares 7,363 $659K <0.01% +977 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,724 shares; 2025Q4: 2,774 shares 2,774 $658K <0.01% +50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,356 shares; 2024Q4: 8,947 shares; 2025Q1: 9,547 shares; 2025Q2: 8,813 shares; 2025Q3: 8,862 shares; 2025Q4: 8,829 shares 8,829 $650K <0.01% -33 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,313 shares; 2024Q4: 10,604 shares; 2025Q1: 10,391 shares; 2025Q2: 8,814 shares; 2025Q3: 8,219 shares; 2025Q4: 7,908 shares 7,908 $649K <0.01% -311 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,027 shares; 2024Q4: 7,397 shares; 2025Q1: 23,471 shares; 2025Q2: 7,195 shares; 2025Q3: 7,046 shares; 2025Q4: 14,226 shares 14,226 $645K <0.01% +7,180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,276 shares; 2024Q4: 17,776 shares; 2025Q1: 19,001 shares; 2025Q2: 18,552 shares; 2025Q3: 18,552 shares; 2025Q4: 18,552 shares 18,552 $644K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 4,156 shares; 2025Q1: 5,890 shares; 2025Q2: 3,989 shares; 2025Q3: 4,029 shares; 2025Q4: 3,951 shares 3,951 $643K <0.01% -78 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,028 shares; 2025Q4: 5,288 shares 5,288 $640K <0.01% +260 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 1,047 shares; 2025Q1: 993 shares; 2025Q2: 2,598 shares; 2025Q3: 2,602 shares; 2025Q4: 1,667 shares 1,667 $633K <0.01% -935 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,697 shares; 2025Q4: 6,697 shares 6,697 $630K <0.01% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,594 shares; 2025Q4: 5,594 shares 5,594 $625K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 14,730 shares; 2025Q1: 13,904 shares; 2025Q2: 13,239 shares; 2025Q3: 13,188 shares; 2025Q4: 12,381 shares 12,381 $619K <0.01% -807 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 277 shares; 2025Q2: 274 shares; 2025Q3: 286 shares; 2025Q4: 288 shares 288 $619K <0.01% +2 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 4,617 shares; 2025Q1: 8,493 shares; 2025Q2: 8,462 shares; 2025Q3: 10,221 shares; 2025Q4: 9,306 shares 9,306 $605K <0.01% -915 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,473 shares; 2024Q4: 70,290 shares; 2025Q1: 55,017 shares; 2025Q2: 43,673 shares; 2025Q3: 40,064 shares; 2025Q4: 15,355 shares 15,355 $601K <0.01% -24,709 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 3,725 shares; 2025Q1: 3,675 shares; 2025Q2: 4,429 shares; 2025Q3: 1,357 shares; 2025Q4: 1,348 shares 1,348 $599K <0.01% -9 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,796 shares; 2025Q1: 2,990 shares; 2025Q2: 2,571 shares; 2025Q3: 2,765 shares; 2025Q4: 2,921 shares 2,921 $599K <0.01% +156 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,846 shares; 2024Q4: 13,871 shares; 2025Q1: 14,377 shares; 2025Q2: 14,389 shares; 2025Q3: 13,980 shares; 2025Q4: 14,013 shares 14,013 $598K <0.01% +33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 1,867 shares; 2025Q1: 5,961 shares; 2025Q2: 4,963 shares; 2025Q3: 4,901 shares; 2025Q4: 4,750 shares 4,750 $598K <0.01% -151 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,547 shares; 2024Q4: 17,547 shares; 2025Q1: 17,547 shares; 2025Q2: 18,879 shares; 2025Q3: 16,397 shares; 2025Q4: 16,397 shares 16,397 $589K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 3,154 shares; 2025Q1: 3,333 shares; 2025Q2: 3,486 shares; 2025Q3: 3,468 shares; 2025Q4: 3,478 shares 3,478 $587K <0.01% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,104 shares; 2025Q1: 979 shares; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 967 shares 967 $585K <0.01% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 16,925 shares; 2025Q1: 15,174 shares; 2025Q2: 14,326 shares; 2025Q3: 14,588 shares; 2025Q4: 14,361 shares 14,361 $577K <0.01% -227 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 267 shares; 2025Q1: 257 shares; 2025Q2: 189 shares; 2025Q3: 191 shares; 2025Q4: 169 shares 169 $573K <0.01% -22 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,686 shares 11,686 $568K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,200 shares; 2025Q2: 9,012 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $567K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,918 shares 6,918 $565K <0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,575 shares; 2025Q1: 4,343 shares; 2025Q2: 4,443 shares; 2025Q3: 3,702 shares; 2025Q4: 3,186 shares 3,186 $561K <0.01% -516 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 3,508 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $553K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,172 shares; 2025Q2: 2,205 shares; 2025Q3: 2,187 shares; 2025Q4: 2,568 shares 2,568 $550K <0.01% +381 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,782 shares; 2025Q1: 4,930 shares; 2025Q2: 4,530 shares; 2025Q3: 4,277 shares; 2025Q4: 4,264 shares 4,264 $549K <0.01% -13 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,463 shares; 2024Q4: 253,985 shares; 2025Q1: 414,772 shares; 2025Q2: 47,756 shares; 2025Q3: 327,773 shares; 2025Q4: 14,800 shares 14,800 $548K <0.01% -312,973 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,263 shares; 2025Q1: 2,259 shares; 2025Q2: 2,223 shares; 2025Q3: 2,222 shares; 2025Q4: 2,069 shares 2,069 $541K <0.01% -153 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 1,981 shares; 2025Q1: 1,975 shares; 2025Q2: 2,011 shares; 2025Q3: 2,011 shares; 2025Q4: 2,011 shares 2,011 $541K <0.01% 0 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $540K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,158 shares 8,158 $534K <0.01% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,281 shares; 2025Q4: 11,974 shares 11,974 $531K <0.01% +2,693 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,375 shares; 2024Q4: 7,375 shares; 2025Q1: 7,375 shares; 2025Q2: 7,375 shares; 2025Q3: 7,375 shares; 2025Q4: 7,375 shares 7,375 $526K <0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,031 shares; 2025Q4: 11,093 shares 11,093 $516K <0.01% +3,062 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,965 shares; 2024Q4: 7,360 shares; 2025Q1: 6,655 shares; 2025Q2: 6,578 shares; 2025Q3: 6,388 shares; 2025Q4: 6,033 shares 6,033 $516K <0.01% -355 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,794 shares; 2024Q4: 12,924 shares; 2025Q1: 11,814 shares; 2025Q2: 11,254 shares; 2025Q3: 11,686 shares; 2025Q4: 11,536 shares 11,536 $514K <0.01% -150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 906 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares 881 $509K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 6,359 shares; 2025Q1: 6,138 shares; 2025Q2: 6,052 shares; 2025Q3: 5,826 shares; 2025Q4: 5,652 shares 5,652 $508K <0.01% -174 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 2,047 shares; 2025Q1: 1,893 shares; 2025Q2: 2,008 shares; 2025Q3: 1,961 shares; 2025Q4: 1,695 shares 1,695 $506K <0.01% -266 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 4,082 shares; 2025Q1: 2,062 shares; 2025Q2: 2,225 shares; 2025Q3: 2,142 shares; 2025Q4: 1,954 shares 1,954 $506K <0.01% -188 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,056 shares; 2024Q4: 6,016 shares; 2025Q1: 6,019 shares; 2025Q2: 5,909 shares; 2025Q3: 5,706 shares; 2025Q4: 5,754 shares 5,754 $501K <0.01% +48 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: 6,971 shares; 2025Q1: 6,206 shares; 2025Q2: 6,296 shares; 2025Q3: 9,776 shares; 2025Q4: 8,350 shares 8,350 $501K <0.01% -1,426 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,800 shares; 2025Q3: 52,800 shares; 2025Q4: 52,800 shares 52,800 $496K <0.01% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,892 shares; 2025Q3: 7,749 shares; 2025Q4: 9,935 shares 9,935 $496K <0.01% +2,186 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,487 shares; 2024Q4: 5,487 shares; 2025Q1: 5,487 shares; 2025Q2: 5,481 shares; 2025Q3: 5,481 shares; 2025Q4: 5,589 shares 5,589 $496K <0.01% +108 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,400 shares; 2025Q2: 8,184 shares; 2025Q3: 10,622 shares; 2025Q4: 9,977 shares 9,977 $495K <0.01% -645 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 323 shares; 2025Q1: 320 shares; 2025Q2: 379 shares; 2025Q3: 371 shares; 2025Q4: 370 shares 370 $492K <0.01% -1 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,397 shares; 2024Q4: 78,424 shares; 2025Q1: 74,534 shares; 2025Q2: 43,328 shares; 2025Q3: 46,847 shares; 2025Q4: 36,860 shares 36,860 $484K <0.01% -9,987 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,308 shares; 2025Q1: 3,198 shares; 2025Q2: 3,119 shares; 2025Q3: 4,093 shares; 2025Q4: 3,937 shares 3,937 $479K <0.01% -156 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,091 shares; 2024Q4: 5,518 shares; 2025Q1: 6,310 shares; 2025Q2: 6,231 shares; 2025Q3: 5,981 shares; 2025Q4: 6,491 shares 6,491 $477K <0.01% +510 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 24,000 shares; 2025Q1: 24,000 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares 24,000 $474K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,384 shares; 2024Q4: 8,008 shares; 2025Q1: 7,812 shares; 2025Q2: 6,766 shares; 2025Q3: 6,208 shares; 2025Q4: 5,766 shares 5,766 $469K <0.01% -442 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,940 shares; 2025Q1: 4,187 shares; 2025Q2: 4,471 shares; 2025Q3: 4,513 shares; 2025Q4: 4,468 shares 4,468 $456K <0.01% -45 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,173 shares; 2025Q1: 2,791 shares; 2025Q2: 2,797 shares; 2025Q3: 2,933 shares; 2025Q4: 3,301 shares 3,301 $455K <0.01% +368 Timeline