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: 1,104,984 shares; 2024Q4: 1,252,681 shares; 2025Q1: 1,211,502 shares; 2025Q2: 919,348 shares; 2025Q3: 892,128 shares; 2025Q4: 935,788 shares 935,788 $93.5M 5.9% +43,660 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: 303,094 shares; 2024Q4: 328,840 shares; 2025Q1: 331,125 shares; 2025Q2: 332,776 shares; 2025Q3: 332,423 shares; 2025Q4: 319,438 shares 319,438 $92.7M 5.85% -12,985 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: 359,923 shares; 2024Q4: 383,944 shares; 2025Q1: 379,539 shares; 2025Q2: 336,725 shares; 2025Q3: 296,122 shares; 2025Q4: 296,726 shares 296,726 $76.5M 4.83% +604 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: 125,151 shares; 2024Q4: 132,141 shares; 2025Q1: 128,829 shares; 2025Q2: 134,022 shares; 2025Q3: 137,537 shares; 2025Q4: 140,010 shares 140,010 $68.3M 4.31% +2,473 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: 251,543 shares; 2024Q4: 270,083 shares; 2025Q1: 290,853 shares; 2025Q2: 299,061 shares; 2025Q3: 331,479 shares; 2025Q4: 343,484 shares 343,484 $65.6M 4.14% +12,005 Timeline VGSH 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: 322,436 shares; 2024Q4: 644,478 shares; 2025Q1: 775,036 shares; 2025Q2: 784,877 shares; 2025Q3: 1,010,356 shares; 2025Q4: 1,078,654 shares 1,078,654 $63.3M 4% +68,298 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: 575,239 shares; 2024Q4: 428,161 shares; 2025Q1: 468,459 shares; 2025Q2: 713,393 shares; 2025Q3: 745,706 shares; 2025Q4: 605,968 shares 605,968 $58.2M 3.67% -139,738 Timeline FLOT 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: 664,437 shares; 2024Q4: 254,011 shares; 2025Q1: 263,729 shares; 2025Q2: 668,097 shares; 2025Q3: 950,297 shares; 2025Q4: 1,023,988 shares 1,023,988 $52.1M 3.29% +73,691 Timeline JPST 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: 498,676 shares; 2024Q4: 701,224 shares; 2025Q1: 854,218 shares; 2025Q2: 811,134 shares; 2025Q3: 742,101 shares; 2025Q4: 820,320 shares 820,320 $41.5M 2.62% +78,219 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: 52,149 shares; 2024Q4: 52,038 shares; 2025Q1: 52,071 shares; 2025Q2: 51,104 shares; 2025Q3: 50,890 shares; 2025Q4: 50,283 shares 50,283 $34.3M 2.16% -607 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: 112,874 shares; 2024Q4: 454,087 shares; 2025Q1: 470,487 shares; 2025Q2: 161,399 shares; 2025Q3: 159,666 shares; 2025Q4: 552,313 shares 552,313 $29.7M 1.87% +392,647 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: 107,867 shares; 2024Q4: 107,195 shares; 2025Q1: 109,755 shares; 2025Q2: 107,437 shares; 2025Q3: 105,296 shares; 2025Q4: 106,267 shares 106,267 $28.9M 1.82% +971 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: 176,910 shares; 2024Q4: 152,837 shares; 2025Q1: 121,462 shares; 2025Q2: 125,398 shares; 2025Q3: 128,905 shares; 2025Q4: 125,413 shares 125,413 $23.4M 1.48% -3,492 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,509 shares; 2024Q4: 216,853 shares; 2025Q1: 221,744 shares; 2025Q2: 221,752 shares; 2025Q3: 265,894 shares; 2025Q4: 271,827 shares 271,827 $21.7M 1.37% +5,933 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: 48,900 shares; 2024Q4: 60,338 shares; 2025Q1: 64,422 shares; 2025Q2: 65,674 shares; 2025Q3: 65,587 shares; 2025Q4: 68,399 shares 68,399 $21.5M 1.36% +2,812 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: 40,097 shares; 2024Q4: 40,177 shares; 2025Q1: 40,877 shares; 2025Q2: 42,214 shares; 2025Q3: 42,650 shares; 2025Q4: 42,957 shares 42,957 $20.8M 1.31% +307 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: 85,062 shares; 2024Q4: 82,462 shares; 2025Q1: 80,821 shares; 2025Q2: 77,330 shares; 2025Q3: 74,496 shares; 2025Q4: 69,763 shares 69,763 $20.7M 1.3% -4,733 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: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 6,490 shares; 2025Q2: 281,002 shares; 2025Q3: 234,986 shares; 2025Q4: 256,603 shares 256,603 $20M 1.26% +21,617 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: 25,274 shares; 2024Q4: 25,614 shares; 2025Q1: 25,861 shares; 2025Q2: 26,627 shares; 2025Q3: 28,019 shares; 2025Q4: 29,022 shares 29,022 $19.9M 1.25% +1,003 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: 32,192 shares; 2024Q4: 32,192 shares; 2025Q1: 32,290 shares; 2025Q2: 32,237 shares; 2025Q3: 32,194 shares; 2025Q4: 32,124 shares 32,124 $19.4M 1.22% -70 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: 207,740 shares; 2024Q4: 225,997 shares; 2025Q1: 222,267 shares; 2025Q2: 220,392 shares; 2025Q3: 205,629 shares; 2025Q4: 194,080 shares 194,080 $18.7M 1.18% -11,549 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: 130,550 shares; 2024Q4: 125,845 shares; 2025Q1: 125,845 shares; 2025Q2: 125,845 shares; 2025Q3: 125,845 shares; 2025Q4: 124,045 shares 124,045 $17.8M 1.12% -1,800 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: 122,742 shares; 2024Q4: 122,565 shares; 2025Q1: 120,487 shares; 2025Q2: 126,039 shares; 2025Q3: 123,041 shares; 2025Q4: 120,811 shares 120,811 $17.1M 1.08% -2,230 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: 145,772 shares; 2024Q4: 145,559 shares; 2025Q1: 146,632 shares; 2025Q2: 147,427 shares; 2025Q3: 146,573 shares; 2025Q4: 147,884 shares 147,884 $16.5M 1.04% +1,311 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: 72,866 shares; 2024Q4: 73,181 shares; 2025Q1: 74,457 shares; 2025Q2: 75,674 shares; 2025Q3: 76,108 shares; 2025Q4: 76,608 shares 76,608 $16.2M 1.03% +500 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: 22,188 shares; 2024Q4: 22,808 shares; 2025Q1: 23,264 shares; 2025Q2: 22,738 shares; 2025Q3: 23,845 shares; 2025Q4: 22,556 shares 22,556 $14.9M 0.94% -1,289 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: 220,219 shares; 2024Q4: 220,214 shares; 2025Q1: 247,440 shares; 2025Q2: 243,786 shares; 2025Q3: 239,340 shares; 2025Q4: 241,782 shares 241,782 $13.3M 0.84% +2,442 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: 46,450 shares; 2024Q4: 45,630 shares; 2025Q1: 53,175 shares; 2025Q2: 53,916 shares; 2025Q3: 55,503 shares; 2025Q4: 56,330 shares 56,330 $13M 0.82% +827 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: 37,143 shares; 2024Q4: 38,878 shares; 2025Q1: 40,297 shares; 2025Q2: 39,239 shares; 2025Q3: 40,058 shares; 2025Q4: 39,586 shares 39,586 $12.4M 0.78% -472 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: 33,944 shares; 2024Q4: 36,313 shares; 2025Q1: 36,935 shares; 2025Q2: 36,611 shares; 2025Q3: 36,373 shares; 2025Q4: 35,749 shares 35,749 $12.4M 0.78% -624 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: 126,235 shares; 2024Q4: 122,651 shares; 2025Q1: 117,421 shares; 2025Q2: 111,807 shares; 2025Q3: 108,316 shares; 2025Q4: 103,827 shares 103,827 $12.1M 0.76% -4,489 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: 30,987 shares; 2024Q4: 30,396 shares; 2025Q1: 35,545 shares; 2025Q2: 36,020 shares; 2025Q3: 36,418 shares; 2025Q4: 36,951 shares 36,951 $11.9M 0.75% +533 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: 25,320 shares; 2024Q4: 25,300 shares; 2025Q1: 25,597 shares; 2025Q2: 25,895 shares; 2025Q3: 23,308 shares; 2025Q4: 23,005 shares 23,005 $11.6M 0.73% -303 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: 12,325 shares; 2024Q4: 12,566 shares; 2025Q1: 12,669 shares; 2025Q2: 12,795 shares; 2025Q3: 12,902 shares; 2025Q4: 13,058 shares 13,058 $11.5M 0.72% +156 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: 33,638 shares; 2024Q4: 33,885 shares; 2025Q1: 35,949 shares; 2025Q2: 35,520 shares; 2025Q3: 35,713 shares; 2025Q4: 35,783 shares 35,783 $11.2M 0.71% +70 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,412 shares; 2024Q4: 299,423 shares; 2025Q1: 298,379 shares; 2025Q2: 300,167 shares; 2025Q3: 285,856 shares; 2025Q4: 286,059 shares 286,059 $11.1M 0.7% +203 Timeline BKLN 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: 493,152 shares; 2024Q4: 495,292 shares; 2025Q1: 492,949 shares; 2025Q2: 504,015 shares; 2025Q3: 503,608 shares; 2025Q4: 500,258 shares 500,258 $10.5M 0.66% -3,350 Timeline IGSB 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: 129,984 shares; 2024Q4: 132,617 shares; 2025Q1: 148,408 shares; 2025Q2: 151,839 shares; 2025Q3: 169,951 shares; 2025Q4: 176,307 shares 176,307 $9.32M 0.59% +6,356 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: 42,442 shares; 2024Q4: 39,709 shares; 2025Q1: 39,165 shares; 2025Q2: 39,369 shares; 2025Q3: 39,121 shares; 2025Q4: 38,574 shares 38,574 $8.81M 0.56% -547 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: 65,151 shares; 2024Q4: 63,044 shares; 2025Q1: 66,356 shares; 2025Q2: 67,511 shares; 2025Q3: 67,414 shares; 2025Q4: 67,443 shares 67,443 $8.12M 0.51% +29 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,397 shares; 2024Q4: 14,884 shares; 2025Q1: 20,260 shares; 2025Q2: 21,573 shares; 2025Q3: 22,168 shares; 2025Q4: 22,460 shares 22,460 $7.94M 0.5% +292 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: 21,421 shares; 2024Q4: 22,888 shares; 2025Q1: 22,147 shares; 2025Q2: 24,561 shares; 2025Q3: 25,326 shares; 2025Q4: 25,764 shares 25,764 $7.83M 0.49% +438 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: 106,000 shares; 2024Q4: 106,000 shares; 2025Q1: 106,000 shares; 2025Q2: 106,000 shares; 2025Q3: 106,000 shares; 2025Q4: 105,325 shares 105,325 $7.8M 0.49% -675 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,309 shares; 2024Q4: 78,159 shares; 2025Q1: 76,876 shares; 2025Q2: 81,383 shares; 2025Q3: 87,913 shares; 2025Q4: 90,021 shares 90,021 $7.76M 0.49% +2,108 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: 147,495 shares; 2024Q4: 148,017 shares; 2025Q1: 150,672 shares; 2025Q2: 149,217 shares; 2025Q3: 141,823 shares; 2025Q4: 141,711 shares 141,711 $7.75M 0.49% -112 Timeline SHM 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: 189,858 shares; 2024Q4: 189,908 shares; 2025Q1: 162,608 shares; 2025Q2: 134,159 shares; 2025Q3: 139,419 shares; 2025Q4: 156,173 shares 156,173 $7.49M 0.47% +16,754 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: 88,117 shares; 2024Q4: 83,885 shares; 2025Q1: 86,377 shares; 2025Q2: 97,262 shares; 2025Q3: 96,307 shares; 2025Q4: 95,393 shares 95,393 $7.35M 0.46% -914 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,719 shares; 2024Q4: 178,702 shares; 2025Q1: 159,187 shares; 2025Q2: 151,232 shares; 2025Q3: 156,768 shares; 2025Q4: 163,681 shares 163,681 $7.24M 0.46% +6,913 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,919 shares; 2024Q4: 138,143 shares; 2025Q1: 130,890 shares; 2025Q2: 130,367 shares; 2025Q3: 118,922 shares; 2025Q4: 115,639 shares 115,639 $6.96M 0.44% -3,283 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: 13,140 shares; 2024Q4: 13,028 shares; 2025Q1: 12,708 shares; 2025Q2: 11,687 shares; 2025Q3: 11,742 shares; 2025Q4: 11,267 shares 11,267 $6.92M 0.44% -475 Timeline SJNK 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: 258,677 shares; 2024Q4: 256,550 shares; 2025Q1: 260,755 shares; 2025Q2: 263,393 shares; 2025Q3: 276,927 shares; 2025Q4: 272,205 shares 272,205 $6.89M 0.44% -4,722 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: 84,903 shares; 2024Q4: 80,293 shares; 2025Q1: 78,401 shares; 2025Q2: 79,017 shares; 2025Q3: 78,555 shares; 2025Q4: 78,836 shares 78,836 $6.87M 0.43% +281 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: 21,893 shares; 2024Q4: 20,347 shares; 2025Q1: 20,545 shares; 2025Q2: 20,313 shares; 2025Q3: 20,190 shares; 2025Q4: 19,674 shares 19,674 $6.77M 0.43% -516 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,007 shares; 2024Q4: 75,481 shares; 2025Q1: 80,087 shares; 2025Q2: 146,463 shares; 2025Q3: 151,879 shares; 2025Q4: 173,716 shares 173,716 $6.72M 0.42% +21,837 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,482 shares; 2024Q4: 37,422 shares; 2025Q1: 37,422 shares; 2025Q2: 37,422 shares; 2025Q3: 37,162 shares; 2025Q4: 36,943 shares 36,943 $6.58M 0.42% -219 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,413 shares; 2024Q4: 23,481 shares; 2025Q1: 27,631 shares; 2025Q2: 29,741 shares; 2025Q3: 30,769 shares; 2025Q4: 31,865 shares 31,865 $6.55M 0.41% +1,096 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: 42,118 shares; 2024Q4: 42,947 shares; 2025Q1: 41,521 shares; 2025Q2: 43,145 shares; 2025Q3: 44,376 shares; 2025Q4: 45,921 shares 45,921 $6.33M 0.4% +1,545 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: 20,116 shares; 2024Q4: 21,141 shares; 2025Q1: 22,119 shares; 2025Q2: 22,479 shares; 2025Q3: 22,629 shares; 2025Q4: 22,550 shares 22,550 $6.29M 0.4% -79 Timeline SPHY 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: 258,500 shares; 2024Q4: 258,500 shares; 2025Q1: 258,500 shares; 2025Q2: 258,500 shares; 2025Q3: 258,500 shares; 2025Q4: 256,390 shares 256,390 $6.07M 0.38% -2,110 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,828 shares; 2025Q1: 39,615 shares; 2025Q2: 43,535 shares; 2025Q3: 45,317 shares; 2025Q4: 46,296 shares 46,296 $5.92M 0.37% +979 Timeline FALN 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: 218,211 shares; 2024Q4: 218,010 shares; 2025Q1: 217,025 shares; 2025Q2: 217,025 shares; 2025Q3: 216,016 shares; 2025Q4: 216,016 shares 216,016 $5.9M 0.37% 0 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: 85,436 shares; 2024Q4: 86,902 shares; 2025Q1: 82,455 shares; 2025Q2: 82,969 shares; 2025Q3: 81,853 shares; 2025Q4: 83,749 shares 83,749 $5.85M 0.37% +1,896 Timeline PZA 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: 641,901 shares; 2024Q4: 393,695 shares; 2025Q1: 379,506 shares; 2025Q2: 279,366 shares; 2025Q3: 267,822 shares; 2025Q4: 232,625 shares 232,625 $5.39M 0.34% -35,197 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: 4,829 shares; 2024Q4: 5,079 shares; 2025Q1: 5,701 shares; 2025Q2: 5,954 shares; 2025Q3: 5,985 shares; 2025Q4: 6,035 shares 6,035 $5.2M 0.33% +50 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: 31,964 shares; 2024Q4: 29,637 shares; 2025Q1: 31,242 shares; 2025Q2: 30,485 shares; 2025Q3: 31,731 shares; 2025Q4: 32,698 shares 32,698 $4.98M 0.31% +967 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: 5,334 shares; 2024Q4: 4,930 shares; 2025Q1: 5,259 shares; 2025Q2: 5,476 shares; 2025Q3: 5,822 shares; 2025Q4: 6,074 shares 6,074 $4.98M 0.31% +252 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: 14,227 shares; 2024Q4: 14,970 shares; 2025Q1: 23,013 shares; 2025Q2: 22,876 shares; 2025Q3: 23,537 shares; 2025Q4: 24,017 shares 24,017 $4.92M 0.31% +480 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: 25,944 shares; 2024Q4: 23,133 shares; 2025Q1: 16,335 shares; 2025Q2: 15,983 shares; 2025Q3: 15,404 shares; 2025Q4: 14,950 shares 14,950 $4.89M 0.31% -454 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: 22,727 shares; 2024Q4: 23,225 shares; 2025Q1: 22,476 shares; 2025Q2: 24,209 shares; 2025Q3: 24,371 shares; 2025Q4: 24,443 shares 24,443 $4.6M 0.29% +72 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: 3,564 shares; 2024Q4: 3,369 shares; 2025Q1: 3,677 shares; 2025Q2: 3,853 shares; 2025Q3: 3,724 shares; 2025Q4: 4,224 shares 4,224 $4.54M 0.29% +500 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: 6,822 shares; 2024Q4: 7,455 shares; 2025Q1: 5,431 shares; 2025Q2: 5,292 shares; 2025Q3: 5,287 shares; 2025Q4: 5,282 shares 5,282 $4.27M 0.27% -5 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,905 shares; 2024Q4: 122,244 shares; 2025Q1: 116,895 shares; 2025Q2: 118,449 shares; 2025Q3: 115,857 shares; 2025Q4: 115,993 shares 115,993 $4.21M 0.27% +136 Timeline SCHP 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: 80,000 shares; 2024Q4: 160,000 shares; 2025Q1: 160,000 shares; 2025Q2: 160,000 shares; 2025Q3: 160,000 shares; 2025Q4: 158,130 shares 158,130 $4.19M 0.26% -1,870 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: 19,852 shares; 2024Q4: 19,578 shares; 2025Q1: 13,680 shares; 2025Q2: 13,290 shares; 2025Q3: 12,899 shares; 2025Q4: 12,829 shares 12,829 $4.09M 0.26% -70 Timeline FTSL 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: 85,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares; 2025Q2: 85,000 shares; 2025Q3: 85,000 shares; 2025Q4: 85,000 shares 85,000 $3.9M 0.25% 0 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: 65,017 shares; 2024Q4: 55,204 shares; 2025Q1: 27,337 shares; 2025Q2: 27,206 shares; 2025Q3: 26,888 shares; 2025Q4: 26,836 shares 26,836 $3.7M 0.23% -52 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: 33,951 shares; 2024Q4: 33,739 shares; 2025Q1: 34,120 shares; 2025Q2: 33,785 shares; 2025Q3: 30,074 shares; 2025Q4: 30,156 shares 30,156 $3.62M 0.23% +82 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,831 shares; 2024Q4: 61,192 shares; 2025Q1: 60,758 shares; 2025Q2: 60,459 shares; 2025Q3: 57,081 shares; 2025Q4: 60,393 shares 60,393 $3.62M 0.23% +3,312 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,663 shares; 2024Q4: 44,731 shares; 2025Q1: 46,067 shares; 2025Q2: 44,656 shares; 2025Q3: 43,528 shares; 2025Q4: 42,961 shares 42,961 $3.58M 0.23% -567 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 4,387 shares; 2025Q2: 7,437 shares; 2025Q3: 7,590 shares; 2025Q4: 7,641 shares 7,641 $3.56M 0.22% +51 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: 4,419 shares; 2024Q4: 5,801 shares; 2025Q1: 19,275 shares; 2025Q2: 20,635 shares; 2025Q3: 21,190 shares; 2025Q4: 14,615 shares 14,615 $3.54M 0.22% -6,575 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: 29,353 shares; 2024Q4: 28,737 shares; 2025Q1: 31,489 shares; 2025Q2: 31,449 shares; 2025Q3: 31,451 shares; 2025Q4: 29,924 shares 29,924 $3.51M 0.22% -1,527 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: 31,660 shares; 2024Q4: 30,813 shares; 2025Q1: 28,480 shares; 2025Q2: 27,809 shares; 2025Q3: 24,880 shares; 2025Q4: 24,176 shares 24,176 $3.46M 0.22% -704 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: 66,629 shares; 2024Q4: 66,629 shares; 2025Q1: 66,514 shares; 2025Q2: 66,514 shares; 2025Q3: 28,014 shares; 2025Q4: 28,014 shares 28,014 $3.45M 0.22% 0 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: 12,135 shares; 2024Q4: 11,433 shares; 2025Q1: 11,141 shares; 2025Q2: 10,955 shares; 2025Q3: 10,797 shares; 2025Q4: 10,661 shares 10,661 $3.26M 0.21% -136 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: 3,025 shares; 2024Q4: 3,982 shares; 2025Q1: 3,681 shares; 2025Q2: 3,615 shares; 2025Q3: 3,612 shares; 2025Q4: 34,746 shares 34,746 $3.26M 0.21% +31,134 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: not reported; 2025Q1: 19,766 shares; 2025Q2: 19,356 shares; 2025Q3: 19,356 shares; 2025Q4: 18,771 shares 18,771 $3.21M 0.2% -585 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: 27,646 shares; 2024Q4: 27,531 shares; 2025Q1: 24,669 shares; 2025Q2: 25,445 shares; 2025Q3: 23,107 shares; 2025Q4: 16,410 shares 16,410 $3.2M 0.2% -6,697 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: 13,815 shares; 2024Q4: 13,781 shares; 2025Q1: 13,545 shares; 2025Q2: 13,530 shares; 2025Q3: 13,490 shares; 2025Q4: 15,487 shares 15,487 $3.09M 0.2% +1,997 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,258 shares; 2024Q4: 10,283 shares; 2025Q1: 7,063 shares; 2025Q2: 19,386 shares; 2025Q3: 19,836 shares; 2025Q4: 20,815 shares 20,815 $3.05M 0.19% +979 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: 9,301 shares; 2024Q4: 10,979 shares; 2025Q1: 11,581 shares; 2025Q2: 11,481 shares; 2025Q3: 10,036 shares; 2025Q4: 9,963 shares 9,963 $3.01M 0.19% -73 Timeline JPIE 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: 62,906 shares; 2024Q4: 79,217 shares; 2025Q1: 75,536 shares; 2025Q2: 70,998 shares; 2025Q3: 64,626 shares; 2025Q4: 64,485 shares 64,485 $2.99M 0.19% -141 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: 59,636 shares; 2024Q4: 59,589 shares; 2025Q1: 61,829 shares; 2025Q2: 61,692 shares; 2025Q3: 59,940 shares; 2025Q4: 46,596 shares 46,596 $2.91M 0.18% -13,344 Timeline JCPB 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: 27,674 shares; 2024Q4: 44,420 shares; 2025Q1: 53,832 shares; 2025Q2: 55,032 shares; 2025Q3: 62,270 shares; 2025Q4: 60,870 shares 60,870 $2.88M 0.18% -1,400 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: 5,690 shares; 2024Q4: 5,155 shares; 2025Q1: 6,525 shares; 2025Q2: 7,192 shares; 2025Q3: 7,674 shares; 2025Q4: 8,134 shares 8,134 $2.75M 0.17% +460 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 38,502 shares; 2025Q2: 35,062 shares; 2025Q3: 35,016 shares; 2025Q4: 35,155 shares 35,155 $2.72M 0.17% +139 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: 76,507 shares; 2024Q4: 79,907 shares; 2025Q1: 88,155 shares; 2025Q2: 95,774 shares; 2025Q3: 99,349 shares; 2025Q4: 106,185 shares 106,185 $2.64M 0.17% +6,836 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,392 shares; 2025Q2: 49,329 shares; 2025Q3: 52,599 shares; 2025Q4: 57,059 shares 57,059 $2.6M 0.16% +4,460 Timeline TLH 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: 46,365 shares; 2024Q4: 34,323 shares; 2025Q1: 34,298 shares; 2025Q2: 33,476 shares; 2025Q3: 26,567 shares; 2025Q4: 25,021 shares 25,021 $2.54M 0.16% -1,546 Timeline VGLT 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: 87,153 shares; 2024Q4: 66,789 shares; 2025Q1: 66,557 shares; 2025Q2: 65,475 shares; 2025Q3: 47,825 shares; 2025Q4: 45,284 shares 45,284 $2.53M 0.16% -2,541 Timeline USFR 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: 36,624 shares; 2024Q4: 43,929 shares; 2025Q1: 48,260 shares; 2025Q2: 48,726 shares; 2025Q3: 46,860 shares; 2025Q4: 48,152 shares 48,152 $2.42M 0.15% +1,292 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 46,070 shares; 2025Q2: 80,414 shares; 2025Q3: 92,733 shares; 2025Q4: 93,042 shares 93,042 $2.38M 0.15% +309 Timeline FFIV F5 INC More: the full row for F5 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: 11,137 shares; 2025Q2: 11,940 shares; 2025Q3: 12,875 shares; 2025Q4: 9,060 shares 9,060 $2.31M 0.15% -3,815 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: 57,558 shares; 2024Q4: 50,857 shares; 2025Q1: 67,857 shares; 2025Q2: 61,588 shares; 2025Q3: 59,470 shares; 2025Q4: 55,786 shares 55,786 $2.27M 0.14% -3,684 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: 12,090 shares; 2024Q4: 12,734 shares; 2025Q1: 12,993 shares; 2025Q2: 13,266 shares; 2025Q3: 13,175 shares; 2025Q4: 13,278 shares 13,278 $2.23M 0.14% +103 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: not reported; 2024Q4: 10,081 shares; 2025Q1: 12,104 shares; 2025Q2: 12,240 shares; 2025Q3: 12,533 shares; 2025Q4: 12,479 shares 12,479 $2.22M 0.14% -54 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: not reported; 2024Q4: not reported; 2025Q1: 6,429 shares; 2025Q2: 9,329 shares; 2025Q3: 21,829 shares; 2025Q4: 30,829 shares 30,829 $2.2M 0.14% +9,000 Timeline IDV 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: 15,442 shares; 2024Q4: 20,602 shares; 2025Q1: 26,796 shares; 2025Q2: 46,205 shares; 2025Q3: 47,940 shares; 2025Q4: 55,440 shares 55,440 $2.19M 0.14% +7,500 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,819 shares; 2024Q4: 4,672 shares; 2025Q1: 4,677 shares; 2025Q2: 4,683 shares; 2025Q3: 4,631 shares; 2025Q4: 4,667 shares 4,667 $2.18M 0.14% +36 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: 6,466 shares; 2024Q4: 6,777 shares; 2025Q1: 4,568 shares; 2025Q2: 4,940 shares; 2025Q3: 4,831 shares; 2025Q4: 4,763 shares 4,763 $2.16M 0.14% -68 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: 9,715 shares; 2024Q4: 7,201 shares; 2025Q1: 7,797 shares; 2025Q2: 5,145 shares; 2025Q3: 5,075 shares; 2025Q4: 10,360 shares 10,360 $2.14M 0.14% +5,285 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: 19,328 shares; 2024Q4: 18,901 shares; 2025Q1: 20,159 shares; 2025Q2: 20,166 shares; 2025Q3: 19,975 shares; 2025Q4: 19,270 shares 19,270 $2.12M 0.13% -705 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 26,822 shares; 2025Q4: 41,097 shares 41,097 $2.12M 0.13% +14,275 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: 26,342 shares; 2024Q4: 22,767 shares; 2025Q1: 23,179 shares; 2025Q2: 24,304 shares; 2025Q3: 26,474 shares; 2025Q4: 28,759 shares 28,759 $2.11M 0.13% +2,285 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,269 shares; 2024Q4: 107,928 shares; 2025Q1: 90,896 shares; 2025Q2: 81,670 shares; 2025Q3: 50,454 shares; 2025Q4: 47,533 shares 47,533 $2.11M 0.13% -2,921 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: 20,076 shares; 2024Q4: 20,065 shares; 2025Q1: 22,498 shares; 2025Q2: 24,074 shares; 2025Q3: 24,030 shares; 2025Q4: 24,160 shares 24,160 $2.1M 0.13% +130 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: 38,370 shares; 2024Q4: 56,315 shares; 2025Q1: 78,766 shares; 2025Q2: 46,425 shares; 2025Q3: 37,209 shares; 2025Q4: 35,997 shares 35,997 $1.94M 0.12% -1,212 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: 27,799 shares; 2024Q4: 26,573 shares; 2025Q1: 23,871 shares; 2025Q2: 20,824 shares; 2025Q3: 19,850 shares; 2025Q4: 18,837 shares 18,837 $1.9M 0.12% -1,013 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: 3,197 shares; 2024Q4: 3,177 shares; 2025Q1: 3,204 shares; 2025Q2: 5,649 shares; 2025Q3: 5,642 shares; 2025Q4: 5,629 shares 5,629 $1.89M 0.12% -13 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: 28,544 shares; 2024Q4: 25,453 shares; 2025Q1: 17,873 shares; 2025Q2: 14,643 shares; 2025Q3: 13,514 shares; 2025Q4: 12,811 shares 12,811 $1.84M 0.12% -703 Timeline LMBS 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: 9,322 shares; 2024Q4: 9,322 shares; 2025Q1: 17,875 shares; 2025Q2: 17,475 shares; 2025Q3: 23,253 shares; 2025Q4: 36,253 shares 36,253 $1.81M 0.11% +13,000 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: 3,121 shares; 2024Q4: 3,121 shares; 2025Q1: 3,121 shares; 2025Q2: 2,557 shares; 2025Q3: 2,672 shares; 2025Q4: 2,882 shares 2,882 $1.81M 0.11% +210 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: 8,994 shares; 2024Q4: 18,380 shares; 2025Q1: 19,099 shares; 2025Q2: 19,818 shares; 2025Q3: 20,631 shares; 2025Q4: 24,276 shares 24,276 $1.79M 0.11% +3,645 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: 22,439 shares; 2024Q4: 23,538 shares; 2025Q1: 25,039 shares; 2025Q2: 25,909 shares; 2025Q3: 26,023 shares; 2025Q4: 26,647 shares 26,647 $1.76M 0.11% +624 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,293 shares; 2025Q2: 11,563 shares; 2025Q3: 11,575 shares; 2025Q4: 11,609 shares 11,609 $1.76M 0.11% +34 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,208 shares; 2024Q4: 15,208 shares; 2025Q1: 16,148 shares; 2025Q2: 16,263 shares; 2025Q3: 14,808 shares; 2025Q4: 16,433 shares 16,433 $1.73M 0.11% +1,625 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: 3,698 shares; 2024Q4: 3,317 shares; 2025Q1: 3,248 shares; 2025Q2: 2,899 shares; 2025Q3: 2,971 shares; 2025Q4: 3,009 shares 3,009 $1.72M 0.11% +38 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: 20,052 shares; 2024Q4: 18,059 shares; 2025Q1: 15,059 shares; 2025Q2: 15,059 shares; 2025Q3: 15,059 shares; 2025Q4: 15,059 shares 15,059 $1.72M 0.11% 0 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: 8,518 shares; 2024Q4: 8,286 shares; 2025Q1: 8,375 shares; 2025Q2: 8,608 shares; 2025Q3: 9,421 shares; 2025Q4: 10,450 shares 10,450 $1.7M 0.11% +1,029 Timeline JBL JABIL INC More: the full row for JABIL 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: 5,433 shares; 2025Q3: 6,348 shares; 2025Q4: 7,374 shares 7,374 $1.68M 0.11% +1,026 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: 20,139 shares; 2024Q4: 19,642 shares; 2025Q1: 20,107 shares; 2025Q2: 18,994 shares; 2025Q3: 18,294 shares; 2025Q4: 17,777 shares 17,777 $1.67M 0.11% -517 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: 9,116 shares; 2024Q4: 9,126 shares; 2025Q1: 9,291 shares; 2025Q2: 7,383 shares; 2025Q3: 6,618 shares; 2025Q4: 7,839 shares 7,839 $1.66M 0.1% +1,221 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: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 27,700 shares; 2025Q3: 27,700 shares; 2025Q4: 27,700 shares 27,700 $1.65M 0.1% 0 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: 7,514 shares; 2024Q4: 7,415 shares; 2025Q1: 4,803 shares; 2025Q2: 4,819 shares; 2025Q3: 4,777 shares; 2025Q4: 4,778 shares 4,778 $1.65M 0.1% +1 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,040 shares; 2025Q1: 21,950 shares; 2025Q2: 22,080 shares; 2025Q3: 21,937 shares; 2025Q4: 22,107 shares 22,107 $1.62M 0.1% +170 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: 39,113 shares; 2024Q4: 39,113 shares; 2025Q1: 39,113 shares; 2025Q2: 39,113 shares; 2025Q3: 39,113 shares; 2025Q4: 39,113 shares 39,113 $1.55M 0.1% 0 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: 5,922 shares; 2024Q4: 5,878 shares; 2025Q1: 7,473 shares; 2025Q2: 8,033 shares; 2025Q3: 8,303 shares; 2025Q4: 8,289 shares 8,289 $1.52M 0.1% -14 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: 17,922 shares; 2024Q4: 17,922 shares; 2025Q1: 17,760 shares; 2025Q2: 17,811 shares; 2025Q3: 17,778 shares; 2025Q4: 17,778 shares 17,778 $1.52M 0.1% 0 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: 4,812 shares; 2024Q4: 4,826 shares; 2025Q1: 4,889 shares; 2025Q2: 4,496 shares; 2025Q3: 4,037 shares; 2025Q4: 3,891 shares 3,891 $1.49M 0.09% -146 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 6,300 shares; 2025Q2: 31,448 shares; 2025Q3: 32,448 shares; 2025Q4: 32,448 shares 32,448 $1.48M 0.09% 0 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: 10,989 shares; 2024Q4: 11,109 shares; 2025Q1: 12,400 shares; 2025Q2: 12,433 shares; 2025Q3: 12,311 shares; 2025Q4: 11,662 shares 11,662 $1.46M 0.09% -649 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: 14,423 shares; 2024Q4: 14,423 shares; 2025Q1: 14,423 shares; 2025Q2: 14,423 shares; 2025Q3: 13,465 shares; 2025Q4: 12,965 shares 12,965 $1.45M 0.09% -500 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: 23,697 shares; 2024Q4: 20,798 shares; 2025Q1: 20,102 shares; 2025Q2: 17,008 shares; 2025Q3: 16,695 shares; 2025Q4: 16,235 shares 16,235 $1.44M 0.09% -460 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: 2,410 shares; 2024Q4: 2,401 shares; 2025Q1: 4,030 shares; 2025Q2: 4,039 shares; 2025Q3: 3,961 shares; 2025Q4: 3,973 shares 3,973 $1.39M 0.09% +12 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: not reported; 2024Q4: not reported; 2025Q1: 21,419 shares; 2025Q2: 14,283 shares; 2025Q3: 14,005 shares; 2025Q4: 14,333 shares 14,333 $1.38M 0.09% +328 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,732 shares; 2024Q4: 145,688 shares; 2025Q1: 137,547 shares; 2025Q2: 80,439 shares; 2025Q3: 78,406 shares; 2025Q4: 75,480 shares 75,480 $1.38M 0.09% -2,926 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: 1,248 shares; 2024Q4: 1,357 shares; 2025Q1: 1,362 shares; 2025Q2: 1,365 shares; 2025Q3: 1,543 shares; 2025Q4: 1,536 shares 1,536 $1.35M 0.09% -7 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: 630 shares; 2024Q4: 948 shares; 2025Q1: 2,032 shares; 2025Q2: 2,321 shares; 2025Q3: 2,295 shares; 2025Q4: 2,360 shares 2,360 $1.35M 0.09% +65 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: 18,317 shares; 2024Q4: 14,722 shares; 2025Q1: 13,824 shares; 2025Q2: 13,959 shares; 2025Q3: 13,949 shares; 2025Q4: 12,795 shares 12,795 $1.35M 0.09% -1,154 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,897 shares; 2024Q4: 22,847 shares; 2025Q1: 30,427 shares; 2025Q2: 50,736 shares; 2025Q3: 55,313 shares; 2025Q4: 55,063 shares 55,063 $1.29M 0.08% -250 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 5,387 shares; 2025Q1: 5,387 shares; 2025Q2: 5,475 shares; 2025Q3: 5,485 shares; 2025Q4: 5,461 shares 5,461 $1.26M 0.08% -24 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,683 shares 12,683 $1.25M 0.08% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,055 shares; 2025Q2: 35,220 shares; 2025Q3: 35,186 shares; 2025Q4: 35,456 shares 35,456 $1.24M 0.08% +270 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: 12,210 shares; 2024Q4: 12,001 shares; 2025Q1: 11,173 shares; 2025Q2: 11,227 shares; 2025Q3: 11,682 shares; 2025Q4: 12,398 shares 12,398 $1.23M 0.08% +716 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,029 shares; 2025Q1: 6,289 shares; 2025Q2: not reported; 2025Q3: 15,145 shares; 2025Q4: 15,562 shares 15,562 $1.22M 0.08% +417 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: 12,583 shares; 2024Q4: 12,517 shares; 2025Q1: 14,670 shares; 2025Q2: 14,670 shares; 2025Q3: 14,451 shares; 2025Q4: 14,651 shares 14,651 $1.19M 0.08% +200 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,590 shares; 2024Q4: 29,590 shares; 2025Q1: 28,590 shares; 2025Q2: 65,252 shares; 2025Q3: 60,228 shares; 2025Q4: 60,228 shares 60,228 $1.17M 0.07% 0 Timeline APTV APTIV PLC More: the full row for APTIV 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: 13,831 shares; 2025Q4: 14,655 shares 14,655 $1.12M 0.07% +824 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: 3,439 shares; 2024Q4: 3,439 shares; 2025Q1: 3,547 shares; 2025Q2: 5,432 shares; 2025Q3: 5,321 shares; 2025Q4: 4,307 shares 4,307 $1.11M 0.07% -1,014 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: 4,985 shares; 2024Q4: 10,235 shares; 2025Q1: 10,235 shares; 2025Q2: 10,235 shares; 2025Q3: 10,220 shares; 2025Q4: 10,220 shares 10,220 $1.09M 0.07% 0 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: 585 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 448 shares; 2025Q3: 860 shares; 2025Q4: 893 shares 893 $1.09M 0.07% +33 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,399 shares; 2024Q4: 27,765 shares; 2025Q1: 26,387 shares; 2025Q2: 22,892 shares; 2025Q3: 22,911 shares; 2025Q4: 23,156 shares 23,156 $1.08M 0.07% +245 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: 7,586 shares; 2024Q4: 9,529 shares; 2025Q1: 9,355 shares; 2025Q2: 7,019 shares; 2025Q3: 6,885 shares; 2025Q4: 6,756 shares 6,756 $1.08M 0.07% -129 Timeline SHV 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: 12,008 shares; 2024Q4: 10,179 shares; 2025Q1: 10,557 shares; 2025Q2: 9,528 shares; 2025Q3: 9,675 shares; 2025Q4: 9,675 shares 9,675 $1.07M 0.07% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 1,868 shares; 2025Q1: 1,893 shares; 2025Q2: 1,530 shares; 2025Q3: 1,748 shares; 2025Q4: 2,861 shares 2,861 $1.06M 0.07% +1,113 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: 3,531 shares; 2024Q4: 3,527 shares; 2025Q1: 5,247 shares; 2025Q2: 5,661 shares; 2025Q3: 5,692 shares; 2025Q4: 5,648 shares 5,648 $1.05M 0.07% -44 Timeline TBRG TRUBRIDGE INC More: the full row for TRUBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,800 shares; 2024Q4: 46,800 shares; 2025Q1: 46,800 shares; 2025Q2: 46,800 shares; 2025Q3: 46,800 shares; 2025Q4: 46,800 shares 46,800 $1.03M 0.07% 0 Timeline SHYD 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: 44,659 shares; 2024Q4: 43,168 shares; 2025Q1: 43,058 shares; 2025Q2: 44,058 shares; 2025Q3: 43,058 shares; 2025Q4: 42,838 shares 42,838 $981K 0.06% -220 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,299 shares; 2024Q4: 14,153 shares; 2025Q1: 15,364 shares; 2025Q2: 15,364 shares; 2025Q3: 14,504 shares; 2025Q4: 11,699 shares 11,699 $980K 0.06% -2,805 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: 5,694 shares; 2024Q4: 5,694 shares; 2025Q1: 5,674 shares; 2025Q2: 5,515 shares; 2025Q3: 5,515 shares; 2025Q4: 5,515 shares 5,515 $978K 0.06% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,319 shares; 2025Q1: 2,359 shares; 2025Q2: 2,247 shares; 2025Q3: 2,191 shares; 2025Q4: 2,151 shares 2,151 $976K 0.06% -40 Timeline FOX FOX CORP More: the full row for FOX 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: 6,680 shares; 2025Q2: 6,680 shares; 2025Q3: 7,900 shares; 2025Q4: 14,912 shares 14,912 $968K 0.06% +7,012 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: 16,080 shares; 2024Q4: 16,080 shares; 2025Q1: 16,080 shares; 2025Q2: 16,080 shares; 2025Q3: 16,080 shares; 2025Q4: 16,080 shares 16,080 $957K 0.06% 0 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: 14,396 shares; 2024Q4: 12,572 shares; 2025Q1: 10,810 shares; 2025Q2: 10,307 shares; 2025Q3: 10,324 shares; 2025Q4: 10,162 shares 10,162 $951K 0.06% -162 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,819 shares; 2025Q1: 1,953 shares; 2025Q2: 2,587 shares; 2025Q3: 3,042 shares; 2025Q4: 2,962 shares 2,962 $912K 0.06% -80 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: 5,570 shares; 2024Q4: 5,591 shares; 2025Q1: 4,733 shares; 2025Q2: 5,840 shares; 2025Q3: 5,067 shares; 2025Q4: 5,078 shares 5,078 $903K 0.06% +11 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: 29,949 shares; 2024Q4: 30,095 shares; 2025Q1: 25,332 shares; 2025Q2: 28,385 shares; 2025Q3: 18,628 shares; 2025Q4: 17,871 shares 17,871 $902K 0.06% -757 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: 5,830 shares; 2024Q4: 5,906 shares; 2025Q1: 5,906 shares; 2025Q2: 6,112 shares; 2025Q3: 6,136 shares; 2025Q4: 5,602 shares 5,602 $899K 0.06% -534 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: 2,708 shares; 2024Q4: 2,658 shares; 2025Q1: 2,567 shares; 2025Q2: 2,204 shares; 2025Q3: 2,204 shares; 2025Q4: 2,180 shares 2,180 $864K 0.05% -24 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,728 shares; 2024Q4: 7,848 shares; 2025Q1: 5,977 shares; 2025Q2: 5,212 shares; 2025Q3: 5,102 shares; 2025Q4: 2,967 shares 2,967 $846K 0.05% -2,135 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: 7,074 shares; 2024Q4: 5,103 shares; 2025Q1: 5,243 shares; 2025Q2: 4,897 shares; 2025Q3: 4,888 shares; 2025Q4: 4,863 shares 4,863 $832K 0.05% -25 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,741 shares; 2024Q4: 47,193 shares; 2025Q1: 45,681 shares; 2025Q2: 36,046 shares; 2025Q3: 31,417 shares; 2025Q4: 30,217 shares 30,217 $829K 0.05% -1,200 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: 4,739 shares; 2024Q4: 4,977 shares; 2025Q1: 1,365 shares; 2025Q2: 1,912 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares 2,085 $811K 0.05% 0 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: 12,388 shares; 2024Q4: 9,460 shares; 2025Q1: 7,838 shares; 2025Q2: 7,526 shares; 2025Q3: 8,326 shares; 2025Q4: 8,326 shares 8,326 $802K 0.05% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 2,802 shares; 2025Q1: 2,813 shares; 2025Q2: 2,813 shares; 2025Q3: 2,821 shares; 2025Q4: 2,806 shares 2,806 $801K 0.05% -15 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: 10,466 shares; 2024Q4: 10,436 shares; 2025Q1: 10,074 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,115 shares 10,115 $799K 0.05% +115 Timeline CLOI 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: 8,938 shares; 2024Q4: 12,222 shares; 2025Q1: 14,307 shares; 2025Q2: 14,779 shares; 2025Q3: 14,832 shares; 2025Q4: 14,832 shares 14,832 $783K 0.05% 0 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: 10,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $754K 0.05% 0 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 2,955 shares; 2025Q2: 2,955 shares; 2025Q3: 3,671 shares; 2025Q4: 3,370 shares 3,370 $741K 0.05% -301 Timeline DON 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: 15,727 shares; 2024Q4: 15,078 shares; 2025Q1: 14,595 shares; 2025Q2: 14,504 shares; 2025Q3: 14,242 shares; 2025Q4: 14,150 shares 14,150 $730K 0.05% -92 Timeline DGS 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: 17,676 shares; 2024Q4: 17,676 shares; 2025Q1: 16,606 shares; 2025Q2: 13,282 shares; 2025Q3: 12,713 shares; 2025Q4: 12,671 shares 12,671 $725K 0.05% -42 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: not reported; 2025Q3: 5,319 shares; 2025Q4: 13,809 shares 13,809 $667K 0.04% +8,490 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,057 shares; 2024Q4: 8,999 shares; 2025Q1: 5,906 shares; 2025Q2: 9,111 shares; 2025Q3: 13,811 shares; 2025Q4: 13,811 shares 13,811 $660K 0.04% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,602 shares; 2025Q1: 12,903 shares; 2025Q2: 12,903 shares; 2025Q3: 13,122 shares; 2025Q4: 13,122 shares 13,122 $655K 0.04% 0 Timeline IEV 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: 9,578 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares 9,400 $645K 0.04% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,833 shares; 2024Q4: 9,627 shares; 2025Q1: 9,627 shares; 2025Q2: 9,627 shares; 2025Q3: 9,627 shares; 2025Q4: 9,627 shares 9,627 $620K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,356 shares; 2025Q4: 1,356 shares 1,356 $603K 0.04% 0 Timeline CVY 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: 22,340 shares; 2024Q4: 22,340 shares; 2025Q1: 22,340 shares; 2025Q2: 22,340 shares; 2025Q3: 22,340 shares; 2025Q4: 22,340 shares 22,340 $599K 0.04% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 7,089 shares; 2025Q3: 7,556 shares; 2025Q4: 7,556 shares 7,556 $594K 0.04% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,959 shares; 2025Q1: 1,964 shares; 2025Q2: 4,139 shares; 2025Q3: 3,067 shares; 2025Q4: 3,062 shares 3,062 $563K 0.04% -5 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: 4,372 shares; 2024Q4: 4,372 shares; 2025Q1: 4,372 shares; 2025Q2: 4,372 shares; 2025Q3: 4,372 shares; 2025Q4: 4,372 shares 4,372 $563K 0.04% 0 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: 168 shares; 2024Q4: 177 shares; 2025Q1: 169 shares; 2025Q2: 226 shares; 2025Q3: 188 shares; 2025Q4: 104 shares 104 $557K 0.04% -84 Timeline JMST 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: 9,786 shares; 2024Q4: 9,786 shares; 2025Q1: 9,786 shares; 2025Q2: 11,786 shares; 2025Q3: 10,886 shares; 2025Q4: 10,886 shares 10,886 $555K 0.04% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,514 shares; 2025Q1: 3,514 shares; 2025Q2: 7,249 shares; 2025Q3: 8,101 shares; 2025Q4: 7,734 shares 7,734 $542K 0.03% -367 Timeline SGOV 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: 3,195 shares; 2025Q4: 5,388 shares 5,388 $541K 0.03% +2,193 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $537K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,417 shares; 2024Q4: 9,742 shares; 2025Q1: 2,622 shares; 2025Q2: 2,568 shares; 2025Q3: 2,567 shares; 2025Q4: 2,567 shares 2,567 $534K 0.03% 0 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: 33,543 shares; 2024Q4: 26,310 shares; 2025Q1: 25,947 shares; 2025Q2: 32,025 shares; 2025Q3: 21,617 shares; 2025Q4: 21,455 shares 21,455 $534K 0.03% -162 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: 2,998 shares; 2024Q4: 5,996 shares; 2025Q1: 5,596 shares; 2025Q2: 5,596 shares; 2025Q3: 5,555 shares; 2025Q4: 5,555 shares 5,555 $513K 0.03% 0 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: 6,631 shares; 2024Q4: 6,595 shares; 2025Q1: 8,160 shares; 2025Q2: 9,082 shares; 2025Q3: 8,290 shares; 2025Q4: 8,703 shares 8,703 $502K 0.03% +413 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,074 shares; 2025Q3: 6,711 shares; 2025Q4: 6,626 shares 6,626 $500K 0.03% -85 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,450 shares; 2025Q1: 4,390 shares; 2025Q2: 4,390 shares; 2025Q3: 4,458 shares; 2025Q4: 4,383 shares 4,383 $492K 0.03% -75 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: 913 shares; 2024Q4: 941 shares; 2025Q1: 989 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 1,092 shares 1,092 $491K 0.03% +117 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: 8,571 shares; 2024Q4: 8,487 shares; 2025Q1: 8,487 shares; 2025Q2: 8,487 shares; 2025Q3: 8,458 shares; 2025Q4: 8,458 shares 8,458 $480K 0.03% 0 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: 7,504 shares; 2024Q4: 4,749 shares; 2025Q1: 4,264 shares; 2025Q2: 3,914 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares 3,695 $477K 0.03% 0 Timeline SPGP 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $455K 0.03% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,564 shares; 2025Q1: 1,856 shares; 2025Q2: 1,481 shares; 2025Q3: 1,580 shares; 2025Q4: 1,630 shares 1,630 $455K 0.03% +50 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: 20,211 shares; 2024Q4: 12,581 shares; 2025Q1: 12,066 shares; 2025Q2: 12,066 shares; 2025Q3: 12,020 shares; 2025Q4: 12,046 shares 12,046 $444K 0.03% +26 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: 12,708 shares; 2024Q4: 12,708 shares; 2025Q1: 12,654 shares; 2025Q2: 12,751 shares; 2025Q3: 12,131 shares; 2025Q4: 12,131 shares 12,131 $440K 0.03% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,975 shares; 2025Q3: 5,975 shares; 2025Q4: 12,848 shares 12,848 $434K 0.03% +6,873 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: 5,864 shares; 2024Q4: 5,557 shares; 2025Q1: 9,869 shares; 2025Q2: 13,259 shares; 2025Q3: 9,080 shares; 2025Q4: 9,080 shares 9,080 $427K 0.03% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,961 shares; 2025Q2: 21,060 shares; 2025Q3: 14,343 shares; 2025Q4: 15,443 shares 15,443 $425K 0.03% +1,100 Timeline DEM 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: 15,810 shares; 2024Q4: 14,860 shares; 2025Q1: 13,210 shares; 2025Q2: 9,648 shares; 2025Q3: 9,083 shares; 2025Q4: 9,030 shares 9,030 $422K 0.03% -53 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,092 shares; 2024Q4: 12,975 shares; 2025Q1: 17,025 shares; 2025Q2: 13,888 shares; 2025Q3: 13,727 shares; 2025Q4: 13,687 shares 13,687 $409K 0.03% -40 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: 2,692 shares; 2024Q4: 2,740 shares; 2025Q1: 3,105 shares; 2025Q2: 3,445 shares; 2025Q3: 3,061 shares; 2025Q4: 2,349 shares 2,349 $408K 0.03% -712 Timeline XMHQ 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: 5,000 shares; 2024Q4: 5,262 shares; 2025Q1: 5,262 shares; 2025Q2: 6,912 shares; 2025Q3: 6,912 shares; 2025Q4: 3,912 shares 3,912 $401K 0.03% -3,000 Timeline AVDE 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: 4,839 shares; 2024Q4: 4,839 shares; 2025Q1: 4,839 shares; 2025Q2: 4,839 shares; 2025Q3: 4,839 shares; 2025Q4: 4,839 shares 4,839 $398K 0.03% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,793 shares; 2024Q4: 8,656 shares; 2025Q1: 8,496 shares; 2025Q2: 8,566 shares; 2025Q3: 7,976 shares; 2025Q4: 7,976 shares 7,976 $391K 0.02% 0 Timeline JEPI 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: 3,787 shares; 2024Q4: 3,787 shares; 2025Q1: 4,238 shares; 2025Q2: 7,437 shares; 2025Q3: 6,437 shares; 2025Q4: 6,737 shares 6,737 $386K 0.02% +300 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 3,270 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,393 shares; 2025Q4: 4,393 shares 4,393 $379K 0.02% 0 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,600 shares 7,600 $370K 0.02% new 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: 2,907 shares; 2024Q4: 2,907 shares; 2025Q1: 2,907 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 3,453 shares 3,453 $370K 0.02% +546 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: 9,340 shares; 2024Q4: 3,269 shares; 2025Q1: 2,287 shares; 2025Q2: 2,264 shares; 2025Q3: 2,267 shares; 2025Q4: 2,247 shares 2,247 $366K 0.02% -20 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: 31,674 shares; 2024Q4: 31,023 shares; 2025Q1: 11,196 shares; 2025Q2: 8,252 shares; 2025Q3: 8,252 shares; 2025Q4: 7,859 shares 7,859 $365K 0.02% -393 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: 25,891 shares; 2024Q4: 27,582 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,486 shares 4,486 $365K 0.02% new 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: 710 shares; 2024Q4: 1,091 shares; 2025Q1: 999 shares; 2025Q2: 706 shares; 2025Q3: 878 shares; 2025Q4: 864 shares 864 $365K 0.02% -14 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $364K 0.02% 0 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: 7,701 shares; 2024Q4: 7,701 shares; 2025Q1: 7,701 shares; 2025Q2: 7,701 shares; 2025Q3: 7,701 shares; 2025Q4: 7,701 shares 7,701 $359K 0.02% 0 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: 1,732 shares; 2024Q4: 1,678 shares; 2025Q1: 1,725 shares; 2025Q2: 2,790 shares; 2025Q3: 2,380 shares; 2025Q4: 1,595 shares 1,595 $350K 0.02% -785 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: 4,813 shares; 2024Q4: 3,708 shares; 2025Q1: 3,878 shares; 2025Q2: 3,448 shares; 2025Q3: 3,471 shares; 2025Q4: 3,734 shares 3,734 $348K 0.02% +263 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: 2,418 shares; 2024Q4: 2,418 shares; 2025Q1: 3,469 shares; 2025Q2: 3,096 shares; 2025Q3: 3,018 shares; 2025Q4: 3,009 shares 3,009 $342K 0.02% -9 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: 1,444 shares; 2024Q4: 1,198 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,181 shares; 2025Q4: 1,181 shares 1,181 $341K 0.02% 0 Timeline SDVY 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: 8,725 shares; 2024Q4: 8,725 shares; 2025Q1: 8,725 shares; 2025Q2: 8,725 shares; 2025Q3: 8,725 shares; 2025Q4: 8,725 shares 8,725 $334K 0.02% 0 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: 3,000 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares 2,495 $318K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,424 shares; 2025Q1: 1,391 shares; 2025Q2: 1,399 shares; 2025Q3: 1,381 shares; 2025Q4: 1,375 shares 1,375 $315K 0.02% -6 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 5,177 shares; 2025Q1: 5,177 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $315K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 929 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares 1,057 $307K 0.02% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,064 shares 1,064 $301K 0.02% new Timeline DES 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: 8,896 shares; 2024Q4: 8,896 shares; 2025Q1: 9,696 shares; 2025Q2: 9,536 shares; 2025Q3: 9,536 shares; 2025Q4: 8,771 shares 8,771 $293K 0.02% -765 Timeline SPTI 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: 7,159 shares; 2024Q4: 9,936 shares; 2025Q1: 11,070 shares; 2025Q2: 11,070 shares; 2025Q3: 11,070 shares; 2025Q4: 9,936 shares 9,936 $287K 0.02% -1,134 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $278K 0.02% 0 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 4,591 shares; 2025Q2: 4,591 shares; 2025Q3: 4,591 shares; 2025Q4: 5,591 shares 5,591 $275K 0.02% +1,000 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: 7,283 shares; 2024Q4: 5,469 shares; 2025Q1: 5,345 shares; 2025Q2: 3,547 shares; 2025Q3: 3,032 shares; 2025Q4: 2,653 shares 2,653 $265K 0.02% -379 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: 3,059 shares; 2024Q4: 3,110 shares; 2025Q1: 2,895 shares; 2025Q2: not reported; 2025Q3: 3,228 shares; 2025Q4: 3,210 shares 3,210 $258K 0.02% -18 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: 11,913 shares; 2024Q4: 10,617 shares; 2025Q1: 7,480 shares; 2025Q2: 6,104 shares; 2025Q3: 3,139 shares; 2025Q4: 2,594 shares 2,594 $257K 0.02% -545 Timeline SUSB 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: 10,168 shares; 2024Q4: 10,168 shares; 2025Q1: 10,168 shares; 2025Q2: 10,168 shares; 2025Q3: 10,168 shares; 2025Q4: 10,168 shares 10,168 $257K 0.02% 0 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: 3,913 shares; 2024Q4: 3,712 shares; 2025Q1: 3,630 shares; 2025Q2: 3,152 shares; 2025Q3: 3,152 shares; 2025Q4: 3,152 shares 3,152 $253K 0.02% 0 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: not reported; 2025Q1: 4,042 shares; 2025Q2: not reported; 2025Q3: 1,678 shares; 2025Q4: 1,925 shares 1,925 $252K 0.02% +247 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: 2,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,471 shares; 2025Q3: 2,381 shares; 2025Q4: 2,381 shares 2,381 $251K 0.02% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares 2,630 $245K 0.02% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,798 shares; 2024Q4: 7,798 shares; 2025Q1: 7,798 shares; 2025Q2: 7,014 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares 5,300 $244K 0.02% 0 Timeline EAGG 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: 5,092 shares; 2024Q4: 5,092 shares; 2025Q1: 5,092 shares; 2025Q2: 5,092 shares; 2025Q3: 5,092 shares; 2025Q4: 5,092 shares 5,092 $244K 0.02% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 940 shares; 2025Q4: 940 shares 940 $236K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,491 shares; 2024Q4: 17,541 shares; 2025Q1: 13,337 shares; 2025Q2: 9,382 shares; 2025Q3: 9,282 shares; 2025Q4: 8,663 shares 8,663 $235K 0.01% -619 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,076 shares; 2025Q2: 865 shares; 2025Q3: 862 shares; 2025Q4: 854 shares 854 $233K 0.01% -8 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: 2,722 shares; 2024Q4: 2,680 shares; 2025Q1: 3,666 shares; 2025Q2: 2,743 shares; 2025Q3: 2,870 shares; 2025Q4: 2,807 shares 2,807 $222K 0.01% -63 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: 839 shares; 2024Q4: 661 shares; 2025Q1: 568 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 382 shares 382 $221K 0.01% new 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: not reported; 2024Q4: 915 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 894 shares 894 $220K 0.01% new Timeline STIP 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: 3,349 shares; 2024Q4: 3,315 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares 2,085 $213K 0.01% 0 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,248 shares; 2024Q4: 47,691 shares; 2025Q1: 53,966 shares; 2025Q2: 54,601 shares; 2025Q3: 54,430 shares; 2025Q4: 7,117 shares 7,117 $211K 0.01% -47,313 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $209K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,036 shares; 2024Q4: 9,717 shares; 2025Q1: 5,361 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,325 shares 5,325 $204K 0.01% new Timeline IVOG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,726 shares; 2025Q4: 1,700 shares 1,700 $204K 0.01% -26 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,274 shares 2,274 $203K 0.01% new Timeline IVOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,060 shares; 2025Q4: 2,000 shares 2,000 $202K 0.01% -60 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: 665 shares; 2024Q4: 622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 417 shares 417 $202K 0.01% -25 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: not reported; 2025Q2: 2,036 shares; 2025Q3: not reported; 2025Q4: 2,036 shares 2,036 $201K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,553 shares 2,553 $201K 0.01% new Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I 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: 36,511 shares; 2025Q4: 24,000 shares 24,000 $90.5K 0.01% -12,511 Timeline