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: 1,714,674 shares; 2024Q4: 1,656,638 shares; 2025Q1: 1,645,585 shares; 2025Q2: 1,575,401 shares; 2025Q3: 1,550,102 shares; 2025Q4: 1,595,889 shares 1,595,889 $1B 6.04% +45,787 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: 1,009,209 shares; 2024Q4: 970,299 shares; 2025Q1: 984,859 shares; 2025Q2: 856,197 shares; 2025Q3: 854,136 shares; 2025Q4: 1,271,953 shares 1,271,953 $871M 5.26% +417,817 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: 89,826 shares; 2024Q4: 86,051 shares; 2025Q1: 83,021 shares; 2025Q2: 80,134 shares; 2025Q3: 83,109 shares; 2025Q4: 762,991 shares 762,991 $520M 3.14% +679,882 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473,420 shares; 2024Q4: 1,442,100 shares; 2025Q1: 1,469,502 shares; 2025Q2: 1,468,466 shares; 2025Q3: 1,549,938 shares; 2025Q4: 1,785,601 shares 1,785,601 $485M 2.93% +235,663 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,755,943 shares; 2025Q4: 2,770,862 shares 2,770,862 $454M 2.74% +14,919 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: 4,319,447 shares; 2024Q4: 4,357,174 shares; 2025Q1: 4,747,245 shares; 2025Q2: 4,871,864 shares; 2025Q3: 4,940,967 shares; 2025Q4: 4,968,670 shares 4,968,670 $444M 2.68% +27,703 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539,965 shares; 2024Q4: 1,526,882 shares; 2025Q1: 1,585,149 shares; 2025Q2: 1,585,815 shares; 2025Q3: 1,817,380 shares; 2025Q4: 1,964,878 shares 1,964,878 $366M 2.21% +147,498 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: 594,910 shares; 2024Q4: 622,134 shares; 2025Q1: 650,338 shares; 2025Q2: 659,548 shares; 2025Q3: 695,753 shares; 2025Q4: 755,628 shares 755,628 $365M 2.21% +59,875 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: 1,359,036 shares; 2024Q4: 1,360,302 shares; 2025Q1: 1,393,568 shares; 2025Q2: 1,388,095 shares; 2025Q3: 1,418,692 shares; 2025Q4: 1,451,534 shares 1,451,534 $277M 1.67% +32,842 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: 2,602,727 shares; 2024Q4: 2,666,492 shares; 2025Q1: 2,905,965 shares; 2025Q2: 3,079,264 shares; 2025Q3: 3,389,339 shares; 2025Q4: 3,538,190 shares 3,538,190 $276M 1.66% +148,851 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: 530,975 shares; 2024Q4: 522,062 shares; 2025Q1: 530,323 shares; 2025Q2: 531,327 shares; 2025Q3: 533,498 shares; 2025Q4: 542,351 shares 542,351 $265M 1.6% +8,853 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: 656,715 shares; 2024Q4: 667,333 shares; 2025Q1: 708,844 shares; 2025Q2: 699,628 shares; 2025Q3: 777,107 shares; 2025Q4: 843,079 shares 843,079 $264M 1.59% +65,972 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391,455 shares; 2024Q4: 2,387,221 shares; 2025Q1: 2,794,759 shares; 2025Q2: 3,369,175 shares; 2025Q3: 3,504,248 shares; 2025Q4: 3,821,180 shares 3,821,180 $257M 1.55% +316,932 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: 5,159,342 shares; 2024Q4: 5,164,091 shares; 2025Q1: 4,917,718 shares; 2025Q2: 4,392,617 shares; 2025Q3: 3,904,585 shares; 2025Q4: 2,769,491 shares 2,769,491 $218M 1.32% -1,135,094 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,847,580 shares; 2024Q4: 5,178,060 shares; 2025Q1: 4,972,439 shares; 2025Q2: 4,360,363 shares; 2025Q3: 3,912,545 shares; 2025Q4: 3,993,982 shares 3,993,982 $186M 1.12% +81,437 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,098,513 shares; 2024Q4: 7,862,876 shares; 2025Q1: 8,125,578 shares; 2025Q2: 7,832,116 shares; 2025Q3: 7,889,842 shares; 2025Q4: 7,600,137 shares 7,600,137 $175M 1.06% -289,705 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: 539,520 shares; 2024Q4: 526,239 shares; 2025Q1: 523,132 shares; 2025Q2: 524,989 shares; 2025Q3: 527,271 shares; 2025Q4: 530,787 shares 530,787 $167M 1.01% +3,516 Timeline SHDG ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,985,122 shares 4,985,122 $161M 0.97% new 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: 359,714 shares; 2024Q4: 357,398 shares; 2025Q1: 494,055 shares; 2025Q2: 519,868 shares; 2025Q3: 536,893 shares; 2025Q4: 731,518 shares 731,518 $155M 0.94% +194,625 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: 539,613 shares; 2024Q4: 546,334 shares; 2025Q1: 554,886 shares; 2025Q2: 554,450 shares; 2025Q3: 609,279 shares; 2025Q4: 665,873 shares 665,873 $154M 0.93% +56,594 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328,120 shares; 2024Q4: 4,277,593 shares; 2025Q1: 4,503,439 shares; 2025Q2: 3,936,941 shares; 2025Q3: 3,829,421 shares; 2025Q4: 3,524,238 shares 3,524,238 $146M 0.88% -305,183 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: 46,365 shares; 2024Q4: 46,844 shares; 2025Q1: 46,963 shares; 2025Q2: 44,582 shares; 2025Q3: 44,370 shares; 2025Q4: 234,514 shares 234,514 $144M 0.87% +190,144 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: 1,120,532 shares; 2024Q4: 1,108,429 shares; 2025Q1: 1,186,375 shares; 2025Q2: 1,119,971 shares; 2025Q3: 1,087,820 shares; 2025Q4: 1,195,539 shares 1,195,539 $144M 0.87% +107,719 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: 1,344,766 shares; 2024Q4: 1,269,567 shares; 2025Q1: 1,228,174 shares; 2025Q2: 1,098,355 shares; 2025Q3: 1,065,257 shares; 2025Q4: 1,084,160 shares 1,084,160 $134M 0.81% +18,903 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: 226,574 shares; 2024Q4: 229,206 shares; 2025Q1: 233,386 shares; 2025Q2: 220,845 shares; 2025Q3: 247,569 shares; 2025Q4: 264,725 shares 264,725 $133M 0.8% +17,156 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495,429 shares; 2024Q4: 1,488,518 shares; 2025Q1: 1,318,942 shares; 2025Q2: 1,276,906 shares; 2025Q3: 1,299,050 shares; 2025Q4: 1,355,696 shares 1,355,696 $129M 0.78% +56,646 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938,467 shares; 2024Q4: 1,816,573 shares; 2025Q1: 1,793,418 shares; 2025Q2: 1,745,131 shares; 2025Q3: 2,059,852 shares; 2025Q4: 2,111,020 shares 2,111,020 $128M 0.77% +51,168 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: 382,120 shares; 2024Q4: 377,712 shares; 2025Q1: 370,378 shares; 2025Q2: 364,338 shares; 2025Q3: 356,996 shares; 2025Q4: 376,217 shares 376,217 $121M 0.73% +19,221 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,325 shares; 2024Q4: 557,580 shares; 2025Q1: 634,627 shares; 2025Q2: 626,943 shares; 2025Q3: 519,338 shares; 2025Q4: 580,624 shares 580,624 $115M 0.7% +61,286 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,668,517 shares; 2024Q4: 2,649,270 shares; 2025Q1: 2,589,059 shares; 2025Q2: 2,467,565 shares; 2025Q3: 2,436,818 shares; 2025Q4: 2,367,022 shares 2,367,022 $114M 0.69% -69,796 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: 151,124 shares; 2024Q4: 150,496 shares; 2025Q1: 154,123 shares; 2025Q2: 152,835 shares; 2025Q3: 153,259 shares; 2025Q4: 156,682 shares 156,682 $103M 0.62% +3,423 Timeline IGIB 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: 2,056,610 shares; 2024Q4: 2,042,649 shares; 2025Q1: 2,054,068 shares; 2025Q2: 1,968,621 shares; 2025Q3: 1,951,956 shares; 2025Q4: 1,885,504 shares 1,885,504 $102M 0.61% -66,452 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,086 shares; 2024Q4: 22,278 shares; 2025Q1: 112,042 shares; 2025Q2: 158,609 shares; 2025Q3: 283,637 shares; 2025Q4: 293,499 shares 293,499 $101M 0.61% +9,862 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,992 shares; 2024Q4: 2,232,323 shares; 2025Q1: 2,196,439 shares; 2025Q2: 2,023,549 shares; 2025Q3: 1,960,348 shares; 2025Q4: 2,847,963 shares 2,847,963 $92.9M 0.56% +887,615 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: 326,070 shares; 2024Q4: 291,518 shares; 2025Q1: 272,873 shares; 2025Q2: 267,920 shares; 2025Q3: 262,467 shares; 2025Q4: 263,511 shares 263,511 $92.4M 0.56% +1,044 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: 2,525,467 shares; 2024Q4: 2,455,065 shares; 2025Q1: 2,431,266 shares; 2025Q2: 2,064,442 shares; 2025Q3: 1,994,926 shares; 2025Q4: 1,817,846 shares 1,817,846 $87.2M 0.53% -177,080 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410,975 shares; 2024Q4: 1,465,718 shares; 2025Q1: 1,125,092 shares; 2025Q2: 1,627,235 shares; 2025Q3: 1,356,749 shares; 2025Q4: 1,173,429 shares 1,173,429 $83.8M 0.51% -183,320 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,202 shares; 2024Q4: 726,908 shares; 2025Q1: 754,512 shares; 2025Q2: 710,584 shares; 2025Q3: 721,354 shares; 2025Q4: 790,411 shares 790,411 $78.9M 0.48% +69,057 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: 265,167 shares; 2024Q4: 291,841 shares; 2025Q1: 299,617 shares; 2025Q2: 301,275 shares; 2025Q3: 343,331 shares; 2025Q4: 375,989 shares 375,989 $77.8M 0.47% +32,658 Timeline SPMD 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: 33,940 shares; 2024Q4: 61,209 shares; 2025Q1: 386,651 shares; 2025Q2: 816,324 shares; 2025Q3: 1,060,708 shares; 2025Q4: 1,276,484 shares 1,276,484 $73.9M 0.45% +215,776 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,041,568 shares; 2025Q4: 2,719,807 shares 2,719,807 $72.6M 0.44% +678,239 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: 98,644 shares; 2024Q4: 91,345 shares; 2025Q1: 86,910 shares; 2025Q2: 85,479 shares; 2025Q3: 84,313 shares; 2025Q4: 83,380 shares 83,380 $71.9M 0.43% -933 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: 380,520 shares; 2024Q4: 492,256 shares; 2025Q1: 555,697 shares; 2025Q2: 535,217 shares; 2025Q3: 512,003 shares; 2025Q4: 616,462 shares 616,462 $70.1M 0.42% +104,459 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: 1,040,015 shares; 2024Q4: 1,025,458 shares; 2025Q1: 1,155,416 shares; 2025Q2: 1,135,570 shares; 2025Q3: 1,150,895 shares; 2025Q4: 1,380,840 shares 1,380,840 $69.9M 0.42% +229,945 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: 262,889 shares; 2024Q4: 243,434 shares; 2025Q1: 216,827 shares; 2025Q2: 214,709 shares; 2025Q3: 191,716 shares; 2025Q4: 200,719 shares 200,719 $69.5M 0.42% +9,003 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: 431,820 shares; 2024Q4: 421,473 shares; 2025Q1: 402,781 shares; 2025Q2: 372,856 shares; 2025Q3: 349,701 shares; 2025Q4: 308,452 shares 308,452 $65.3M 0.39% -41,249 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: 44,608 shares; 2024Q4: 44,725 shares; 2025Q1: 50,328 shares; 2025Q2: 53,122 shares; 2025Q3: 57,064 shares; 2025Q4: 60,326 shares 60,326 $64.8M 0.39% +3,262 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: 342,820 shares; 2024Q4: 336,773 shares; 2025Q1: 318,524 shares; 2025Q2: 290,155 shares; 2025Q3: 314,241 shares; 2025Q4: 329,256 shares 329,256 $64.2M 0.39% +15,015 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: 375,380 shares; 2024Q4: 349,564 shares; 2025Q1: 344,441 shares; 2025Q2: 315,106 shares; 2025Q3: 121,850 shares; 2025Q4: 318,712 shares 318,712 $63.6M 0.38% +196,862 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: 624,351 shares; 2024Q4: 597,477 shares; 2025Q1: 620,381 shares; 2025Q2: 558,968 shares; 2025Q3: 567,950 shares; 2025Q4: 587,593 shares 587,593 $62.9M 0.38% +19,643 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 596,396 shares 596,396 $61.8M 0.37% new 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: 349,538 shares; 2024Q4: 336,382 shares; 2025Q1: 318,354 shares; 2025Q2: 317,112 shares; 2025Q3: 354,850 shares; 2025Q4: 357,507 shares 357,507 $61.2M 0.37% +2,657 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: 908,180 shares; 2024Q4: 894,569 shares; 2025Q1: 863,419 shares; 2025Q2: 789,646 shares; 2025Q3: 748,428 shares; 2025Q4: 679,714 shares 679,714 $60.1M 0.36% -68,714 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: 785,770 shares; 2024Q4: 778,861 shares; 2025Q1: 771,995 shares; 2025Q2: 755,515 shares; 2025Q3: 771,359 shares; 2025Q4: 772,444 shares 772,444 $59.5M 0.36% +1,085 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: not reported; 2024Q4: 2,403 shares; 2025Q1: 372,257 shares; 2025Q2: 513,096 shares; 2025Q3: 606,428 shares; 2025Q4: 582,333 shares 582,333 $59.2M 0.36% -24,095 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348,604 shares; 2024Q4: 2,630,601 shares; 2025Q1: 2,634,250 shares; 2025Q2: 2,457,149 shares; 2025Q3: 2,414,781 shares; 2025Q4: 2,409,483 shares 2,409,483 $57.9M 0.35% -5,298 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: 203,781 shares; 2024Q4: 198,582 shares; 2025Q1: 198,136 shares; 2025Q2: 195,892 shares; 2025Q3: 243,350 shares; 2025Q4: 252,593 shares 252,593 $57.7M 0.35% +9,243 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,477 shares; 2024Q4: 30,151 shares; 2025Q1: 54,185 shares; 2025Q2: 53,610 shares; 2025Q3: 53,726 shares; 2025Q4: 53,095 shares 53,095 $56.8M 0.34% -631 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,977 shares; 2024Q4: 136,492 shares; 2025Q1: 135,398 shares; 2025Q2: 129,350 shares; 2025Q3: 129,638 shares; 2025Q4: 212,205 shares 212,205 $53.1M 0.32% +82,567 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184,111 shares; 2024Q4: 1,176,667 shares; 2025Q1: 1,094,719 shares; 2025Q2: 938,536 shares; 2025Q3: 803,328 shares; 2025Q4: 542,317 shares 542,317 $52.7M 0.32% -261,011 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839,821 shares; 2024Q4: 826,154 shares; 2025Q1: 814,585 shares; 2025Q2: 828,959 shares; 2025Q3: 937,094 shares; 2025Q4: 995,475 shares 995,475 $52.5M 0.32% +58,381 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727,371 shares; 2024Q4: 2,110,459 shares; 2025Q1: 2,050,121 shares; 2025Q2: 2,002,549 shares; 2025Q3: 1,937,722 shares; 2025Q4: 1,903,988 shares 1,903,988 $51.2M 0.31% -33,734 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: 85,257 shares; 2024Q4: 86,136 shares; 2025Q1: 86,869 shares; 2025Q2: 90,432 shares; 2025Q3: 108,147 shares; 2025Q4: 113,702 shares 113,702 $51.1M 0.31% +5,555 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: 115,842 shares; 2024Q4: 328,384 shares; 2025Q1: 318,257 shares; 2025Q2: 298,599 shares; 2025Q3: 306,706 shares; 2025Q4: 1,855,788 shares 1,855,788 $50.9M 0.31% +1,549,082 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: 213,146 shares; 2024Q4: 189,067 shares; 2025Q1: 159,789 shares; 2025Q2: 156,087 shares; 2025Q3: 144,371 shares; 2025Q4: 147,561 shares 147,561 $50.8M 0.31% +3,190 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,094 shares; 2024Q4: 622,473 shares; 2025Q1: 559,888 shares; 2025Q2: 557,198 shares; 2025Q3: 607,893 shares; 2025Q4: 593,818 shares 593,818 $50M 0.3% -14,075 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 558,486 shares; 2025Q3: 1,437,706 shares; 2025Q4: 1,491,523 shares 1,491,523 $49.7M 0.3% +53,817 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,500 shares; 2024Q4: 1,899,117 shares; 2025Q1: 1,884,648 shares; 2025Q2: 1,733,326 shares; 2025Q3: 1,690,182 shares; 2025Q4: 1,663,283 shares 1,663,283 $49.2M 0.3% -26,899 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: 387,426 shares; 2024Q4: 464,436 shares; 2025Q1: 470,781 shares; 2025Q2: 491,215 shares; 2025Q3: 498,940 shares; 2025Q4: 505,035 shares 505,035 $48.5M 0.29% +6,095 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: 100,305 shares; 2024Q4: 99,209 shares; 2025Q1: 97,627 shares; 2025Q2: 97,311 shares; 2025Q3: 123,428 shares; 2025Q4: 130,661 shares 130,661 $48.3M 0.29% +7,233 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,196,978 shares; 2025Q3: 1,220,914 shares; 2025Q4: 1,250,962 shares 1,250,962 $48.2M 0.29% +30,048 Timeline GBND GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 934,273 shares 934,273 $47.5M 0.29% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,827 shares; 2024Q4: 102,825 shares; 2025Q1: 95,006 shares; 2025Q2: 93,128 shares; 2025Q3: 90,875 shares; 2025Q4: 88,408 shares 88,408 $46.2M 0.28% -2,467 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,450 shares; 2024Q4: 83,852 shares; 2025Q1: 83,118 shares; 2025Q2: 82,263 shares; 2025Q3: 77,784 shares; 2025Q4: 96,821 shares 96,821 $45.8M 0.28% +19,037 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: 162,271 shares; 2024Q4: 159,702 shares; 2025Q1: 156,583 shares; 2025Q2: 153,774 shares; 2025Q3: 152,017 shares; 2025Q4: 148,743 shares 148,743 $44.9M 0.27% -3,274 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: 670,640 shares; 2024Q4: 508,086 shares; 2025Q1: 430,939 shares; 2025Q2: 397,422 shares; 2025Q3: 389,685 shares; 2025Q4: 397,308 shares 397,308 $44.3M 0.27% +7,623 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,427 shares; 2024Q4: 79,695 shares; 2025Q1: 78,844 shares; 2025Q2: 81,748 shares; 2025Q3: 79,636 shares; 2025Q4: 77,856 shares 77,856 $44.1M 0.27% -1,780 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,899 shares; 2024Q4: 151,485 shares; 2025Q1: 152,566 shares; 2025Q2: 824,028 shares; 2025Q3: 842,290 shares; 2025Q4: 865,325 shares 865,325 $43.3M 0.26% +23,035 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: 321,921 shares; 2024Q4: 354,230 shares; 2025Q1: 284,964 shares; 2025Q2: 255,734 shares; 2025Q3: 227,150 shares; 2025Q4: 231,046 shares 231,046 $42.4M 0.26% +3,896 Timeline VNQI 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: 1,384,033 shares; 2024Q4: 1,356,646 shares; 2025Q1: 1,348,763 shares; 2025Q2: 1,183,817 shares; 2025Q3: 1,085,796 shares; 2025Q4: 912,491 shares 912,491 $41.8M 0.25% -173,305 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: 135,702 shares; 2024Q4: 132,931 shares; 2025Q1: 128,132 shares; 2025Q2: 119,548 shares; 2025Q3: 119,011 shares; 2025Q4: 124,233 shares 124,233 $41.7M 0.25% +5,222 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: 315,519 shares; 2024Q4: 280,097 shares; 2025Q1: 231,950 shares; 2025Q2: 242,533 shares; 2025Q3: 282,031 shares; 2025Q4: 285,994 shares 285,994 $41M 0.25% +3,963 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: 78,045 shares; 2024Q4: 76,879 shares; 2025Q1: 82,387 shares; 2025Q2: 80,068 shares; 2025Q3: 74,245 shares; 2025Q4: 69,754 shares 69,754 $39.8M 0.24% -4,491 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,872 shares; 2024Q4: 193,536 shares; 2025Q1: 175,400 shares; 2025Q2: 166,635 shares; 2025Q3: 159,614 shares; 2025Q4: 148,148 shares 148,148 $39.7M 0.24% -11,466 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: 246,902 shares; 2024Q4: 249,517 shares; 2025Q1: 247,886 shares; 2025Q2: 238,890 shares; 2025Q3: 238,012 shares; 2025Q4: 257,373 shares 257,373 $39.2M 0.24% +19,361 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: 370,739 shares; 2024Q4: 323,642 shares; 2025Q1: 280,035 shares; 2025Q2: 271,757 shares; 2025Q3: 278,735 shares; 2025Q4: 272,741 shares 272,741 $39.1M 0.24% -5,994 Timeline IBTG 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: 37,189 shares; 2024Q4: 137,359 shares; 2025Q1: 356,552 shares; 2025Q2: 674,775 shares; 2025Q3: 1,331,030 shares; 2025Q4: 1,686,300 shares 1,686,300 $38.6M 0.23% +355,270 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,378 shares; 2024Q4: 155,596 shares; 2025Q1: 155,829 shares; 2025Q2: 153,103 shares; 2025Q3: 154,206 shares; 2025Q4: 153,672 shares 153,672 $37.1M 0.22% -534 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: 513,784 shares; 2024Q4: 511,638 shares; 2025Q1: 511,601 shares; 2025Q2: 493,559 shares; 2025Q3: 507,985 shares; 2025Q4: 554,057 shares 554,057 $36.6M 0.22% +46,072 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 557,360 shares 557,360 $36.5M 0.22% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,750 shares; 2024Q4: 110,101 shares; 2025Q1: 111,166 shares; 2025Q2: 109,848 shares; 2025Q3: 126,298 shares; 2025Q4: 132,364 shares 132,364 $35.1M 0.21% +6,066 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: 14,294 shares; 2024Q4: 220,128 shares; 2025Q1: 403,191 shares; 2025Q2: 283,060 shares; 2025Q3: 436,676 shares; 2025Q4: 428,007 shares 428,007 $34.7M 0.21% -8,669 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: 273,285 shares; 2024Q4: 258,804 shares; 2025Q1: 275,129 shares; 2025Q2: 276,396 shares; 2025Q3: 276,913 shares; 2025Q4: 286,377 shares 286,377 $34.5M 0.21% +9,464 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: 88,097 shares; 2024Q4: 82,216 shares; 2025Q1: 71,710 shares; 2025Q2: 93,584 shares; 2025Q3: 110,827 shares; 2025Q4: 113,377 shares 113,377 $34.5M 0.21% +2,550 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 573,072 shares 573,072 $34M 0.21% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 559,720 shares 559,720 $33.7M 0.2% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,877 shares; 2024Q4: 360,205 shares; 2025Q1: 576,288 shares; 2025Q2: 552,601 shares; 2025Q3: 637,807 shares; 2025Q4: 648,353 shares 648,353 $33M 0.2% +10,546 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: 264,772 shares; 2024Q4: 255,955 shares; 2025Q1: 257,996 shares; 2025Q2: 258,102 shares; 2025Q3: 248,471 shares; 2025Q4: 247,384 shares 247,384 $31.5M 0.19% -1,087 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: 153,120 shares; 2024Q4: 157,526 shares; 2025Q1: 167,937 shares; 2025Q2: 325,010 shares; 2025Q3: 381,467 shares; 2025Q4: 423,648 shares 423,648 $31.2M 0.19% +42,181 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: 9,906 shares; 2024Q4: 6,988 shares; 2025Q1: 11,901 shares; 2025Q2: 8,902 shares; 2025Q3: 23,710 shares; 2025Q4: 35,346 shares 35,346 $31.1M 0.19% +11,636 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: 113,333 shares; 2024Q4: 113,037 shares; 2025Q1: 112,467 shares; 2025Q2: 115,757 shares; 2025Q3: 117,462 shares; 2025Q4: 118,770 shares 118,770 $30.6M 0.18% +1,308 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: 688,774 shares; 2024Q4: 641,149 shares; 2025Q1: 589,001 shares; 2025Q2: 556,731 shares; 2025Q3: 537,131 shares; 2025Q4: 564,091 shares 564,091 $29.8M 0.18% +26,960 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: 65,450 shares; 2024Q4: 57,961 shares; 2025Q1: 64,214 shares; 2025Q2: 64,715 shares; 2025Q3: 84,536 shares; 2025Q4: 90,799 shares 90,799 $29.7M 0.18% +6,263 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: 29,184 shares; 2024Q4: 27,550 shares; 2025Q1: 28,012 shares; 2025Q2: 26,031 shares; 2025Q3: 45,371 shares; 2025Q4: 48,698 shares 48,698 $28.2M 0.17% +3,327 Timeline IBTH 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: 40,672 shares; 2024Q4: 78,541 shares; 2025Q1: 292,263 shares; 2025Q2: 495,885 shares; 2025Q3: 803,412 shares; 2025Q4: 1,234,952 shares 1,234,952 $27.7M 0.17% +431,540 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: 273,947 shares; 2024Q4: 285,149 shares; 2025Q1: 327,532 shares; 2025Q2: 318,126 shares; 2025Q3: 302,619 shares; 2025Q4: 276,304 shares 276,304 $27.7M 0.17% -26,315 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: 46,918 shares; 2024Q4: 40,441 shares; 2025Q1: 41,751 shares; 2025Q2: 43,217 shares; 2025Q3: 84,413 shares; 2025Q4: 89,861 shares 89,861 $27.7M 0.17% +5,448 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,136 shares; 2024Q4: 96,221 shares; 2025Q1: 79,208 shares; 2025Q2: 78,158 shares; 2025Q3: 78,998 shares; 2025Q4: 82,051 shares 82,051 $27.6M 0.17% +3,053 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,318 shares; 2024Q4: 202,999 shares; 2025Q1: 182,448 shares; 2025Q2: 178,649 shares; 2025Q3: 174,824 shares; 2025Q4: 185,703 shares 185,703 $27.6M 0.17% +10,879 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,099 shares; 2024Q4: 251,553 shares; 2025Q1: 239,283 shares; 2025Q2: 226,074 shares; 2025Q3: 219,509 shares; 2025Q4: 203,830 shares 203,830 $27.5M 0.17% -15,679 Timeline HELO 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: 12,710 shares; 2025Q1: 117,922 shares; 2025Q2: 182,588 shares; 2025Q3: 211,553 shares; 2025Q4: 412,346 shares 412,346 $27.4M 0.17% +200,793 Timeline SPSM 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: 14,175 shares; 2024Q4: 40,815 shares; 2025Q1: 173,708 shares; 2025Q2: 286,319 shares; 2025Q3: 412,247 shares; 2025Q4: 582,737 shares 582,737 $27.3M 0.16% +170,490 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: 32,517 shares; 2024Q4: 32,062 shares; 2025Q1: 31,653 shares; 2025Q2: 31,601 shares; 2025Q3: 30,821 shares; 2025Q4: 30,746 shares 30,746 $27M 0.16% -75 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,904 shares; 2024Q4: 45,835 shares; 2025Q1: 46,456 shares; 2025Q2: 45,940 shares; 2025Q3: 39,647 shares; 2025Q4: 39,681 shares 39,681 $26.3M 0.16% +34 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,535 shares; 2024Q4: 236,683 shares; 2025Q1: 185,522 shares; 2025Q2: 156,359 shares; 2025Q3: 121,087 shares; 2025Q4: 184,447 shares 184,447 $25.7M 0.15% +63,360 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,434 shares; 2024Q4: 196,247 shares; 2025Q1: 93,363 shares; 2025Q2: 271,517 shares; 2025Q3: 266,669 shares; 2025Q4: 279,057 shares 279,057 $25.5M 0.15% +12,388 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: 60,303 shares; 2024Q4: 58,305 shares; 2025Q1: 57,875 shares; 2025Q2: 56,867 shares; 2025Q3: 56,449 shares; 2025Q4: 80,635 shares 80,635 $25.4M 0.15% +24,186 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,175 shares; 2024Q4: 24,084 shares; 2025Q1: 49,361 shares; 2025Q2: 49,647 shares; 2025Q3: 92,931 shares; 2025Q4: 129,883 shares 129,883 $25.3M 0.15% +36,952 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: 52,169 shares; 2024Q4: 49,888 shares; 2025Q1: 48,521 shares; 2025Q2: 46,785 shares; 2025Q3: 45,003 shares; 2025Q4: 44,190 shares 44,190 $25.3M 0.15% -813 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,974 shares; 2024Q4: 8,121 shares; 2025Q1: 8,176 shares; 2025Q2: 8,500 shares; 2025Q3: 33,165 shares; 2025Q4: 38,426 shares 38,426 $25.1M 0.15% +5,261 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383,323 shares 383,323 $25.1M 0.15% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,606 shares; 2024Q4: 210,564 shares; 2025Q1: 211,241 shares; 2025Q2: 204,600 shares; 2025Q3: 201,587 shares; 2025Q4: 199,379 shares 199,379 $25M 0.15% -2,208 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,746 shares; 2024Q4: 261,225 shares; 2025Q1: 282,761 shares; 2025Q2: 275,090 shares; 2025Q3: 271,051 shares; 2025Q4: 253,707 shares 253,707 $24.6M 0.15% -17,344 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,751 shares; 2024Q4: 157,316 shares; 2025Q1: 169,055 shares; 2025Q2: 162,471 shares; 2025Q3: 158,894 shares; 2025Q4: 150,012 shares 150,012 $24.2M 0.15% -8,882 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330,695 shares; 2024Q4: 1,311,377 shares; 2025Q1: 1,287,685 shares; 2025Q2: 1,140,355 shares; 2025Q3: 1,082,745 shares; 2025Q4: 971,586 shares 971,586 $24.2M 0.15% -111,159 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,641 shares; 2024Q4: 405,551 shares; 2025Q1: 402,349 shares; 2025Q2: 396,543 shares; 2025Q3: 389,554 shares; 2025Q4: 385,382 shares 385,382 $24.1M 0.15% -4,172 Timeline IBTI 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: 34,119 shares; 2024Q4: 65,373 shares; 2025Q1: 283,067 shares; 2025Q2: 486,873 shares; 2025Q3: 797,841 shares; 2025Q4: 1,044,411 shares 1,044,411 $23.4M 0.14% +246,570 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: 54,654 shares; 2024Q4: 55,827 shares; 2025Q1: 55,694 shares; 2025Q2: 53,806 shares; 2025Q3: 51,092 shares; 2025Q4: 49,872 shares 49,872 $23.2M 0.14% -1,220 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: 4,540 shares; 2024Q4: 4,556 shares; 2025Q1: 4,535 shares; 2025Q2: 4,502 shares; 2025Q3: 4,351 shares; 2025Q4: 4,325 shares 4,325 $23.2M 0.14% -26 Timeline IBTJ 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: 27,132 shares; 2024Q4: 64,060 shares; 2025Q1: 282,943 shares; 2025Q2: 486,420 shares; 2025Q3: 805,137 shares; 2025Q4: 1,055,383 shares 1,055,383 $23.2M 0.14% +250,246 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,599 shares; 2024Q4: 38,695 shares; 2025Q1: 37,814 shares; 2025Q2: 37,150 shares; 2025Q3: 35,812 shares; 2025Q4: 159,345 shares 159,345 $22.9M 0.14% +123,533 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: 104,668 shares; 2024Q4: 103,385 shares; 2025Q1: 104,033 shares; 2025Q2: 108,222 shares; 2025Q3: 99,536 shares; 2025Q4: 99,786 shares 99,786 $22.8M 0.14% +250 Timeline ITA 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: 1,576 shares; 2024Q4: 2,101 shares; 2025Q1: 1,501 shares; 2025Q2: 1,446 shares; 2025Q3: 100,730 shares; 2025Q4: 105,433 shares 105,433 $22.6M 0.14% +4,703 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,915 shares; 2024Q4: 120,403 shares; 2025Q1: 117,260 shares; 2025Q2: 116,423 shares; 2025Q3: 111,326 shares; 2025Q4: 111,066 shares 111,066 $22.6M 0.14% -260 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,152 shares; 2024Q4: 94,625 shares; 2025Q1: 94,000 shares; 2025Q2: 90,593 shares; 2025Q3: 85,991 shares; 2025Q4: 315,824 shares 315,824 $21.9M 0.13% +229,833 Timeline QQQM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,022 shares 86,022 $21.8M 0.13% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,468 shares; 2024Q4: 111,788 shares; 2025Q1: 96,376 shares; 2025Q2: 86,305 shares; 2025Q3: 76,754 shares; 2025Q4: 62,122 shares 62,122 $21.7M 0.13% -14,632 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: 25,398 shares; 2024Q4: 23,656 shares; 2025Q1: 24,371 shares; 2025Q2: 23,603 shares; 2025Q3: 23,268 shares; 2025Q4: 231,816 shares 231,816 $21.7M 0.13% +208,548 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,722 shares; 2024Q4: 907,760 shares; 2025Q1: 890,849 shares; 2025Q2: 863,248 shares; 2025Q3: 852,597 shares; 2025Q4: 826,795 shares 826,795 $21.7M 0.13% -25,802 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: 37,342 shares; 2024Q4: 37,505 shares; 2025Q1: 34,408 shares; 2025Q2: 36,508 shares; 2025Q3: 62,125 shares; 2025Q4: 67,965 shares 67,965 $21.6M 0.13% +5,840 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: 177,105 shares; 2024Q4: 157,140 shares; 2025Q1: 255,406 shares; 2025Q2: 193,690 shares; 2025Q3: 106,051 shares; 2025Q4: 418,269 shares 418,269 $21.3M 0.13% +312,218 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,948 shares; 2024Q4: 361,117 shares; 2025Q1: 279,936 shares; 2025Q2: 265,769 shares; 2025Q3: 254,260 shares; 2025Q4: 255,709 shares 255,709 $21.2M 0.13% +1,449 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,364 shares; 2024Q4: 203,261 shares; 2025Q1: 189,034 shares; 2025Q2: 181,291 shares; 2025Q3: 177,596 shares; 2025Q4: 170,811 shares 170,811 $21M 0.13% -6,785 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,370 shares; 2024Q4: 98,148 shares; 2025Q1: 97,228 shares; 2025Q2: 95,411 shares; 2025Q3: 92,731 shares; 2025Q4: 99,197 shares 99,197 $20.9M 0.13% +6,466 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: 77,663 shares; 2024Q4: 58,109 shares; 2025Q1: 44,461 shares; 2025Q2: 43,636 shares; 2025Q3: 85,730 shares; 2025Q4: 80,591 shares 80,591 $20.9M 0.13% -5,139 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,940 shares; 2024Q4: 204,630 shares; 2025Q1: 198,544 shares; 2025Q2: 198,678 shares; 2025Q3: 193,136 shares; 2025Q4: 179,276 shares 179,276 $20.4M 0.12% -13,860 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,361 shares 56,361 $20.3M 0.12% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,009 shares; 2024Q4: 80,897 shares; 2025Q1: 66,389 shares; 2025Q2: 70,331 shares; 2025Q3: 82,992 shares; 2025Q4: 94,127 shares 94,127 $20.2M 0.12% +11,135 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,314 shares; 2024Q4: 89,784 shares; 2025Q1: 79,428 shares; 2025Q2: 78,076 shares; 2025Q3: 75,648 shares; 2025Q4: 118,097 shares 118,097 $19.8M 0.12% +42,449 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,312 shares; 2024Q4: 102,324 shares; 2025Q1: 98,834 shares; 2025Q2: 97,668 shares; 2025Q3: 94,971 shares; 2025Q4: 126,552 shares 126,552 $19.6M 0.12% +31,581 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,738 shares; 2024Q4: 89,065 shares; 2025Q1: 88,116 shares; 2025Q2: 87,145 shares; 2025Q3: 86,892 shares; 2025Q4: 79,171 shares 79,171 $19.5M 0.12% -7,721 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: 62,335 shares; 2024Q4: 58,936 shares; 2025Q1: 62,193 shares; 2025Q2: 62,122 shares; 2025Q3: 61,490 shares; 2025Q4: 78,802 shares 78,802 $19.4M 0.12% +17,312 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,993 shares; 2024Q4: 151,792 shares; 2025Q1: 147,766 shares; 2025Q2: 143,552 shares; 2025Q3: 140,825 shares; 2025Q4: 133,577 shares 133,577 $18.9M 0.11% -7,248 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: 11,887 shares; 2024Q4: 15,882 shares; 2025Q1: 11,322 shares; 2025Q2: 13,679 shares; 2025Q3: 11,390 shares; 2025Q4: 253,956 shares 253,956 $18.8M 0.11% +242,566 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,031 shares; 2024Q4: 122,359 shares; 2025Q1: 125,231 shares; 2025Q2: 123,210 shares; 2025Q3: 116,831 shares; 2025Q4: 105,213 shares 105,213 $18.5M 0.11% -11,618 Timeline GIGL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361,121 shares 361,121 $18.4M 0.11% new Timeline IBTK 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: 12,439 shares; 2025Q1: 71,260 shares; 2025Q2: 141,633 shares; 2025Q3: 234,520 shares; 2025Q4: 924,228 shares 924,228 $18.3M 0.11% +689,708 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: 155,740 shares; 2024Q4: 151,611 shares; 2025Q1: 145,243 shares; 2025Q2: 147,099 shares; 2025Q3: 144,813 shares; 2025Q4: 193,885 shares 193,885 $18.3M 0.11% +49,072 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,119 shares; 2024Q4: 184,202 shares; 2025Q1: 141,248 shares; 2025Q2: 135,438 shares; 2025Q3: 113,717 shares; 2025Q4: 113,365 shares 113,365 $18.2M 0.11% -352 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: 212,268 shares; 2024Q4: 206,455 shares; 2025Q1: 197,972 shares; 2025Q2: 185,616 shares; 2025Q3: 188,639 shares; 2025Q4: 194,849 shares 194,849 $18.2M 0.11% +6,210 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,464 shares; 2024Q4: 44,470 shares; 2025Q1: 40,063 shares; 2025Q2: 40,357 shares; 2025Q3: 85,969 shares; 2025Q4: 97,289 shares 97,289 $17.9M 0.11% +11,320 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,597 shares; 2024Q4: 89,829 shares; 2025Q1: 88,627 shares; 2025Q2: 87,963 shares; 2025Q3: 83,306 shares; 2025Q4: 82,168 shares 82,168 $17.5M 0.11% -1,138 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: 132,060 shares; 2024Q4: 129,800 shares; 2025Q1: 178,541 shares; 2025Q2: 175,278 shares; 2025Q3: 169,920 shares; 2025Q4: 179,086 shares 179,086 $17.2M 0.1% +9,166 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,722 shares; 2024Q4: 132,714 shares; 2025Q1: 134,112 shares; 2025Q2: 134,972 shares; 2025Q3: 130,028 shares; 2025Q4: 129,028 shares 129,028 $17.1M 0.1% -1,000 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: 59,267 shares; 2024Q4: 56,074 shares; 2025Q1: 57,137 shares; 2025Q2: 56,686 shares; 2025Q3: 56,991 shares; 2025Q4: 76,577 shares 76,577 $16.8M 0.1% +19,586 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,635 shares; 2024Q4: 45,517 shares; 2025Q1: 44,554 shares; 2025Q2: 43,799 shares; 2025Q3: 42,810 shares; 2025Q4: 43,425 shares 43,425 $16.8M 0.1% +615 Timeline SCMB 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: 13,995 shares; 2024Q4: 58,104 shares; 2025Q1: 174,487 shares; 2025Q2: 462,276 shares; 2025Q3: 569,983 shares; 2025Q4: 646,753 shares 646,753 $16.7M 0.1% +76,770 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,257 shares; 2024Q4: 443,404 shares; 2025Q1: 439,764 shares; 2025Q2: 437,062 shares; 2025Q3: 423,374 shares; 2025Q4: 425,427 shares 425,427 $16.7M 0.1% +2,053 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: 44,047 shares; 2024Q4: 42,149 shares; 2025Q1: 43,519 shares; 2025Q2: 44,996 shares; 2025Q3: 46,039 shares; 2025Q4: 54,271 shares 54,271 $16.1M 0.1% +8,232 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: 91,009 shares; 2024Q4: 77,480 shares; 2025Q1: 62,681 shares; 2025Q2: 61,290 shares; 2025Q3: 61,141 shares; 2025Q4: 58,849 shares 58,849 $16.1M 0.1% -2,292 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,634 shares; 2024Q4: 13,895 shares; 2025Q1: 13,718 shares; 2025Q2: 14,509 shares; 2025Q3: 20,576 shares; 2025Q4: 104,449 shares 104,449 $16M 0.1% +83,873 Timeline ACWI 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: 127,602 shares; 2024Q4: 147,860 shares; 2025Q1: 115,135 shares; 2025Q2: 114,803 shares; 2025Q3: 112,551 shares; 2025Q4: 112,058 shares 112,058 $15.9M 0.1% -493 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,555 shares; 2024Q4: 58,241 shares; 2025Q1: 176,719 shares; 2025Q2: 196,124 shares; 2025Q3: 195,366 shares; 2025Q4: 193,032 shares 193,032 $15.8M 0.1% -2,334 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319,482 shares 319,482 $15.7M 0.09% new 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: 159,027 shares; 2024Q4: 150,076 shares; 2025Q1: 130,870 shares; 2025Q2: 125,694 shares; 2025Q3: 121,992 shares; 2025Q4: 148,903 shares 148,903 $15.7M 0.09% +26,911 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: 24,691 shares; 2024Q4: 26,024 shares; 2025Q1: 28,388 shares; 2025Q2: 30,323 shares; 2025Q3: 41,880 shares; 2025Q4: 266,092 shares 266,092 $15.2M 0.09% +224,212 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,416 shares; 2025Q1: 15,929 shares; 2025Q2: 15,848 shares; 2025Q3: 10,689 shares; 2025Q4: 14,207 shares 14,207 $15.2M 0.09% +3,518 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,281 shares 54,281 $15M 0.09% new Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 252,449 shares 252,449 $14.9M 0.09% new Timeline IGEB 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: 467,692 shares; 2024Q4: 252,561 shares; 2025Q1: 305,791 shares; 2025Q2: 331,206 shares; 2025Q3: 318,592 shares; 2025Q4: 324,714 shares 324,714 $14.8M 0.09% +6,122 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: 224,531 shares; 2024Q4: 220,118 shares; 2025Q1: 219,545 shares; 2025Q2: 215,221 shares; 2025Q3: 230,515 shares; 2025Q4: 268,689 shares 268,689 $14.8M 0.09% +38,174 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,777 shares; 2024Q4: 40,705 shares; 2025Q1: 35,292 shares; 2025Q2: 31,154 shares; 2025Q3: 27,042 shares; 2025Q4: 146,625 shares 146,625 $14.7M 0.09% +119,583 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,383 shares; 2024Q4: 103,703 shares; 2025Q1: 101,734 shares; 2025Q2: 100,383 shares; 2025Q3: 99,324 shares; 2025Q4: 124,950 shares 124,950 $14.7M 0.09% +25,626 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,154 shares; 2025Q1: 84,382 shares; 2025Q2: 82,530 shares; 2025Q3: 82,444 shares; 2025Q4: 72,886 shares 72,886 $14.6M 0.09% -9,558 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,754 shares; 2024Q4: 182,801 shares; 2025Q1: 183,706 shares; 2025Q2: 182,741 shares; 2025Q3: 176,983 shares; 2025Q4: 172,870 shares 172,870 $14.3M 0.09% -4,113 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: 38,381 shares; 2024Q4: 37,853 shares; 2025Q1: 39,742 shares; 2025Q2: 39,855 shares; 2025Q3: 123,607 shares; 2025Q4: 143,200 shares 143,200 $14.3M 0.09% +19,593 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,732 shares; 2024Q4: 120,222 shares; 2025Q1: 115,580 shares; 2025Q2: 110,793 shares; 2025Q3: 109,480 shares; 2025Q4: 105,967 shares 105,967 $14.1M 0.08% -3,513 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: 247,951 shares; 2024Q4: 244,888 shares; 2025Q1: 241,175 shares; 2025Q2: 233,206 shares; 2025Q3: 229,185 shares; 2025Q4: 255,734 shares 255,734 $13.7M 0.08% +26,549 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,587 shares; 2024Q4: 16,020 shares; 2025Q1: 16,346 shares; 2025Q2: 16,217 shares; 2025Q3: 64,178 shares; 2025Q4: 87,892 shares 87,892 $13.5M 0.08% +23,714 Timeline IEUR 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: 279,323 shares; 2024Q4: 281,347 shares; 2025Q1: 202,234 shares; 2025Q2: 195,340 shares; 2025Q3: 189,699 shares; 2025Q4: 188,564 shares 188,564 $13.4M 0.08% -1,135 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,141 shares; 2024Q4: 120,997 shares; 2025Q1: 115,447 shares; 2025Q2: 113,848 shares; 2025Q3: 113,914 shares; 2025Q4: 130,522 shares 130,522 $13.4M 0.08% +16,608 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: 361,058 shares; 2024Q4: 359,990 shares; 2025Q1: 358,114 shares; 2025Q2: 402,529 shares; 2025Q3: 393,591 shares; 2025Q4: 534,697 shares 534,697 $13.3M 0.08% +141,106 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 267,374 shares 267,374 $13.3M 0.08% new Timeline SCHZ 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: 379,517 shares; 2024Q4: 789,612 shares; 2025Q1: 726,387 shares; 2025Q2: 640,183 shares; 2025Q3: 620,489 shares; 2025Q4: 563,098 shares 563,098 $13.2M 0.08% -57,391 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: 80,725 shares; 2024Q4: 79,673 shares; 2025Q1: 77,484 shares; 2025Q2: 79,060 shares; 2025Q3: 80,563 shares; 2025Q4: 91,406 shares 91,406 $13.1M 0.08% +10,843 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: 73,180 shares; 2025Q1: 79,139 shares; 2025Q2: 74,775 shares; 2025Q3: 74,870 shares; 2025Q4: 76,368 shares 76,368 $13.1M 0.08% +1,498 Timeline NOBL PROSHARES TR More: the full row for PROSHARES 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: 125,178 shares 125,178 $13M 0.08% new 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: 75,424 shares; 2024Q4: 103,308 shares; 2025Q1: 169,611 shares; 2025Q2: 166,315 shares; 2025Q3: 169,402 shares; 2025Q4: 160,983 shares 160,983 $12.7M 0.08% -8,419 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,126 shares; 2024Q4: 62,511 shares; 2025Q1: 51,652 shares; 2025Q2: 50,574 shares; 2025Q3: 51,556 shares; 2025Q4: 49,437 shares 49,437 $12.7M 0.08% -2,119 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,435 shares; 2024Q4: 10,294 shares; 2025Q1: 10,424 shares; 2025Q2: 10,734 shares; 2025Q3: 48,639 shares; 2025Q4: 57,937 shares 57,937 $12.7M 0.08% +9,298 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: 52,538 shares; 2024Q4: 52,598 shares; 2025Q1: 51,245 shares; 2025Q2: 50,858 shares; 2025Q3: 48,929 shares; 2025Q4: 48,811 shares 48,811 $12.5M 0.08% -118 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,614 shares; 2024Q4: 60,440 shares; 2025Q1: 64,511 shares; 2025Q2: 78,329 shares; 2025Q3: 93,424 shares; 2025Q4: 104,371 shares 104,371 $12.5M 0.08% +10,947 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 339,937 shares 339,937 $12.3M 0.07% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,299 shares; 2024Q4: 73,746 shares; 2025Q1: 69,695 shares; 2025Q2: 29,602 shares; 2025Q3: 32,787 shares; 2025Q4: 36,889 shares 36,889 $12.2M 0.07% +4,102 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 290,767 shares 290,767 $12.1M 0.07% new Timeline HYG 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: 169,921 shares; 2024Q4: 166,040 shares; 2025Q1: 164,656 shares; 2025Q2: 161,027 shares; 2025Q3: 157,431 shares; 2025Q4: 148,975 shares 148,975 $12M 0.07% -8,456 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: 258,152 shares; 2024Q4: 237,935 shares; 2025Q1: 172,565 shares; 2025Q2: 225,074 shares; 2025Q3: 227,596 shares; 2025Q4: 292,093 shares 292,093 $11.9M 0.07% +64,497 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: 25,137 shares; 2024Q4: 24,084 shares; 2025Q1: 25,566 shares; 2025Q2: 25,712 shares; 2025Q3: 62,672 shares; 2025Q4: 117,756 shares 117,756 $11.9M 0.07% +55,084 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: 127,392 shares; 2024Q4: 118,217 shares; 2025Q1: 140,893 shares; 2025Q2: 141,521 shares; 2025Q3: 140,579 shares; 2025Q4: 146,647 shares 146,647 $11.8M 0.07% +6,068 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,111 shares; 2024Q4: 21,219 shares; 2025Q1: 21,231 shares; 2025Q2: 21,269 shares; 2025Q3: 44,241 shares; 2025Q4: 47,578 shares 47,578 $11.8M 0.07% +3,337 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,800 shares; 2024Q4: 44,043 shares; 2025Q1: 43,355 shares; 2025Q2: 41,885 shares; 2025Q3: 41,156 shares; 2025Q4: 61,291 shares 61,291 $11.7M 0.07% +20,135 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: 80,505 shares; 2024Q4: 77,738 shares; 2025Q1: 76,878 shares; 2025Q2: 76,452 shares; 2025Q3: 80,960 shares; 2025Q4: 85,041 shares 85,041 $11.7M 0.07% +4,081 Timeline FVD 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: 11,042 shares; 2024Q4: 11,344 shares; 2025Q1: 12,135 shares; 2025Q2: 11,799 shares; 2025Q3: 12,588 shares; 2025Q4: 252,068 shares 252,068 $11.6M 0.07% +239,480 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,307 shares; 2024Q4: 54,908 shares; 2025Q1: 44,782 shares; 2025Q2: 44,029 shares; 2025Q3: 34,231 shares; 2025Q4: 32,860 shares 32,860 $11.5M 0.07% -1,371 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: 150,724 shares; 2024Q4: 147,547 shares; 2025Q1: 148,077 shares; 2025Q2: 151,190 shares; 2025Q3: 148,023 shares; 2025Q4: 165,044 shares 165,044 $11.5M 0.07% +17,021 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: 53,402 shares; 2024Q4: 53,645 shares; 2025Q1: 56,256 shares; 2025Q2: 58,257 shares; 2025Q3: 59,369 shares; 2025Q4: 71,545 shares 71,545 $11.5M 0.07% +12,176 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: 159,160 shares; 2024Q4: 147,558 shares; 2025Q1: 146,859 shares; 2025Q2: 145,886 shares; 2025Q3: 145,329 shares; 2025Q4: 143,886 shares 143,886 $11.5M 0.07% -1,443 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,932 shares; 2024Q4: 55,932 shares; 2025Q1: 55,465 shares; 2025Q2: 55,618 shares; 2025Q3: 52,437 shares; 2025Q4: 51,374 shares 51,374 $11.4M 0.07% -1,063 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,862 shares; 2024Q4: 31,396 shares; 2025Q1: 29,538 shares; 2025Q2: 26,256 shares; 2025Q3: 78,064 shares; 2025Q4: 89,997 shares 89,997 $11.4M 0.07% +11,933 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: 79,752 shares; 2024Q4: 84,498 shares; 2025Q1: 80,940 shares; 2025Q2: 82,487 shares; 2025Q3: 83,338 shares; 2025Q4: 118,504 shares 118,504 $11.4M 0.07% +35,166 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,016 shares; 2024Q4: 39,705 shares; 2025Q1: 42,542 shares; 2025Q2: 40,887 shares; 2025Q3: 31,042 shares; 2025Q4: 25,543 shares 25,543 $11.4M 0.07% -5,499 Timeline JEPQ 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: 194,906 shares 194,906 $11.3M 0.07% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 1,043 shares; 2025Q1: 36,165 shares; 2025Q2: 34,962 shares; 2025Q3: 36,568 shares; 2025Q4: 34,494 shares 34,494 $11.2M 0.07% -2,074 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: 26,052 shares; 2024Q4: 35,501 shares; 2025Q1: 44,367 shares; 2025Q2: 52,161 shares; 2025Q3: 55,075 shares; 2025Q4: 62,564 shares 62,564 $11.1M 0.07% +7,489 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: 21,407 shares; 2024Q4: 21,409 shares; 2025Q1: 26,075 shares; 2025Q2: 26,786 shares; 2025Q3: 125,611 shares; 2025Q4: 140,735 shares 140,735 $11.1M 0.07% +15,124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218,410 shares 218,410 $11M 0.07% new 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: 28,969 shares; 2024Q4: 28,320 shares; 2025Q1: 29,332 shares; 2025Q2: 28,070 shares; 2025Q3: 29,852 shares; 2025Q4: 35,809 shares 35,809 $10.9M 0.07% +5,957 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,750 shares; 2024Q4: 71,868 shares; 2025Q1: 53,641 shares; 2025Q2: 50,862 shares; 2025Q3: 74,819 shares; 2025Q4: 69,609 shares 69,609 $10.8M 0.07% -5,210 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,870 shares; 2024Q4: 17,890 shares; 2025Q1: 17,744 shares; 2025Q2: 17,648 shares; 2025Q3: 17,974 shares; 2025Q4: 18,831 shares 18,831 $10.8M 0.07% +857 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893,671 shares; 2024Q4: 756,436 shares; 2025Q1: 708,619 shares; 2025Q2: 656,934 shares; 2025Q3: 623,745 shares; 2025Q4: 615,850 shares 615,850 $10.7M 0.06% -7,895 Timeline IETC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,414 shares 103,414 $10.5M 0.06% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,826 shares; 2024Q4: 42,695 shares; 2025Q1: 38,615 shares; 2025Q2: 44,636 shares; 2025Q3: 46,570 shares; 2025Q4: 48,371 shares 48,371 $10.5M 0.06% +1,801 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,932 shares; 2024Q4: 136,091 shares; 2025Q1: 127,469 shares; 2025Q2: 126,048 shares; 2025Q3: 125,797 shares; 2025Q4: 123,728 shares 123,728 $10.5M 0.06% -2,069 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: 44,859 shares; 2024Q4: 42,588 shares; 2025Q1: 43,070 shares; 2025Q2: 38,118 shares; 2025Q3: 36,749 shares; 2025Q4: 44,976 shares 44,976 $10.4M 0.06% +8,227 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,505 shares; 2024Q4: 82,152 shares; 2025Q1: 86,167 shares; 2025Q2: 73,847 shares; 2025Q3: 72,185 shares; 2025Q4: 73,165 shares 73,165 $10.3M 0.06% +980 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: 23,872 shares; 2024Q4: 24,899 shares; 2025Q1: 31,231 shares; 2025Q2: 30,904 shares; 2025Q3: 32,124 shares; 2025Q4: 35,092 shares 35,092 $10M 0.06% +2,968 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,229 shares; 2024Q4: 56,622 shares; 2025Q1: 52,008 shares; 2025Q2: 50,336 shares; 2025Q3: 50,034 shares; 2025Q4: 47,193 shares 47,193 $10M 0.06% -2,841 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,139 shares; 2024Q4: 77,219 shares; 2025Q1: 76,420 shares; 2025Q2: 76,712 shares; 2025Q3: 76,553 shares; 2025Q4: 72,828 shares 72,828 $9.92M 0.06% -3,725 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,818 shares; 2024Q4: 57,726 shares; 2025Q1: 60,343 shares; 2025Q2: 53,827 shares; 2025Q3: 60,437 shares; 2025Q4: 66,380 shares 66,380 $9.89M 0.06% +5,943 Timeline SYSB 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: 110,136 shares 110,136 $9.89M 0.06% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,455 shares; 2024Q4: 58,709 shares; 2025Q1: 37,293 shares; 2025Q2: 35,019 shares; 2025Q3: 35,979 shares; 2025Q4: 36,084 shares 36,084 $9.79M 0.06% +105 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: 92,877 shares; 2024Q4: 72,532 shares; 2025Q1: 55,706 shares; 2025Q2: 53,987 shares; 2025Q3: 53,974 shares; 2025Q4: 51,910 shares 51,910 $9.76M 0.06% -2,064 Timeline IYF 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: 83,207 shares; 2024Q4: 82,621 shares; 2025Q1: 82,875 shares; 2025Q2: 82,080 shares; 2025Q3: 81,745 shares; 2025Q4: 75,709 shares 75,709 $9.76M 0.06% -6,036 Timeline VGIT 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: 104,177 shares; 2024Q4: 115,187 shares; 2025Q1: 130,822 shares; 2025Q2: 142,007 shares; 2025Q3: 148,704 shares; 2025Q4: 161,012 shares 161,012 $9.65M 0.06% +12,308 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 335,807 shares; 2025Q1: 358,661 shares; 2025Q2: 347,693 shares; 2025Q3: 352,314 shares; 2025Q4: 408,944 shares 408,944 $9.54M 0.06% +56,630 Timeline TFLO 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: 362,947 shares; 2024Q4: 193,308 shares; 2025Q1: 193,556 shares; 2025Q2: 186,869 shares; 2025Q3: 186,824 shares; 2025Q4: 188,687 shares 188,687 $9.52M 0.06% +1,863 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,919 shares; 2024Q4: 68,201 shares; 2025Q1: 59,936 shares; 2025Q2: 56,971 shares; 2025Q3: 68,482 shares; 2025Q4: 60,327 shares 60,327 $9.46M 0.06% -8,155 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,701 shares; 2024Q4: 84,614 shares; 2025Q1: 81,178 shares; 2025Q2: 80,609 shares; 2025Q3: 79,456 shares; 2025Q4: 105,593 shares 105,593 $9.44M 0.06% +26,137 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,157 shares; 2024Q4: 226,146 shares; 2025Q1: 235,065 shares; 2025Q2: 205,722 shares; 2025Q3: 192,074 shares; 2025Q4: 177,690 shares 177,690 $9.41M 0.06% -14,384 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,851 shares; 2024Q4: 44,092 shares; 2025Q1: 41,239 shares; 2025Q2: 39,965 shares; 2025Q3: 39,519 shares; 2025Q4: 36,983 shares 36,983 $9.38M 0.06% -2,536 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 12,062 shares; 2025Q1: 11,984 shares; 2025Q2: 12,655 shares; 2025Q3: 13,393 shares; 2025Q4: 96,904 shares 96,904 $9.3M 0.06% +83,511 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,928 shares; 2024Q4: 27,940 shares; 2025Q1: 29,583 shares; 2025Q2: 29,881 shares; 2025Q3: 31,305 shares; 2025Q4: 36,032 shares 36,032 $9.26M 0.06% +4,727 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 5,748 shares; 2025Q3: 6,075 shares; 2025Q4: 172,520 shares 172,520 $9.21M 0.06% +166,445 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: 50,216 shares; 2024Q4: 48,842 shares; 2025Q1: 52,995 shares; 2025Q2: 50,309 shares; 2025Q3: 44,795 shares; 2025Q4: 53,064 shares 53,064 $9.21M 0.06% +8,269 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: 110,163 shares; 2024Q4: 131,244 shares; 2025Q1: 149,974 shares; 2025Q2: 136,063 shares; 2025Q3: 137,518 shares; 2025Q4: 156,558 shares 156,558 $9.19M 0.06% +19,040 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273,532 shares 273,532 $9.13M 0.06% new Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 355,800 shares 355,800 $9.12M 0.06% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211,157 shares 211,157 $9.07M 0.05% new Timeline GVI 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: 66,853 shares; 2024Q4: 172,559 shares; 2025Q1: 74,592 shares; 2025Q2: 74,696 shares; 2025Q3: 77,931 shares; 2025Q4: 84,332 shares 84,332 $9.05M 0.05% +6,401 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,152 shares; 2024Q4: 86,140 shares; 2025Q1: 296,970 shares; 2025Q2: 238,192 shares; 2025Q3: 232,696 shares; 2025Q4: 240,489 shares 240,489 $8.99M 0.05% +7,793 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 334,950 shares 334,950 $8.96M 0.05% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,391 shares; 2024Q4: 33,360 shares; 2025Q1: 35,885 shares; 2025Q2: 34,797 shares; 2025Q3: 26,927 shares; 2025Q4: 22,875 shares 22,875 $8.95M 0.05% -4,052 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,887 shares; 2025Q1: 11,960 shares; 2025Q2: 22,134 shares; 2025Q3: 27,106 shares; 2025Q4: 35,837 shares 35,837 $8.89M 0.05% +8,731 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: 3,373 shares; 2024Q4: 4,174 shares; 2025Q1: 41,656 shares; 2025Q2: 93,382 shares; 2025Q3: 91,487 shares; 2025Q4: 92,039 shares 92,039 $8.85M 0.05% +552 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,814 shares; 2025Q1: 4,172 shares; 2025Q2: 4,340 shares; 2025Q3: 4,419 shares; 2025Q4: 11,697 shares 11,697 $8.82M 0.05% +7,278 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: 5,472 shares; 2024Q4: 5,248 shares; 2025Q1: 5,129 shares; 2025Q2: 4,933 shares; 2025Q3: 25,037 shares; 2025Q4: 22,884 shares 22,884 $8.77M 0.05% -2,153 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: 9,460 shares; 2024Q4: 9,635 shares; 2025Q1: 11,113 shares; 2025Q2: 12,171 shares; 2025Q3: 14,934 shares; 2025Q4: 21,837 shares 21,837 $8.65M 0.05% +6,903 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: 174,626 shares; 2024Q4: 180,241 shares; 2025Q1: 186,480 shares; 2025Q2: 181,509 shares; 2025Q3: 165,396 shares; 2025Q4: 159,792 shares 159,792 $8.62M 0.05% -5,604 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,215 shares; 2024Q4: 155,662 shares; 2025Q1: 137,627 shares; 2025Q2: 120,213 shares; 2025Q3: 115,966 shares; 2025Q4: 103,310 shares 103,310 $8.52M 0.05% -12,656 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: 39,453 shares; 2024Q4: 39,790 shares; 2025Q1: 41,768 shares; 2025Q2: 41,546 shares; 2025Q3: 42,791 shares; 2025Q4: 47,940 shares 47,940 $8.51M 0.05% +5,149 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,482 shares; 2025Q4: 106,758 shares 106,758 $8.42M 0.05% -11,724 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,354 shares; 2024Q4: 112,409 shares; 2025Q1: 103,465 shares; 2025Q2: 105,939 shares; 2025Q3: 106,557 shares; 2025Q4: 97,453 shares 97,453 $8.41M 0.05% -9,104 Timeline PBE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,095 shares; 2025Q4: 102,207 shares 102,207 $8.4M 0.05% +17,112 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: 12,909 shares; 2024Q4: 13,220 shares; 2025Q1: 13,202 shares; 2025Q2: 13,293 shares; 2025Q3: 13,577 shares; 2025Q4: 104,290 shares 104,290 $8.37M 0.05% +90,713 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,910 shares; 2024Q4: 55,463 shares; 2025Q1: 54,576 shares; 2025Q2: 56,736 shares; 2025Q3: 52,882 shares; 2025Q4: 54,435 shares 54,435 $8.36M 0.05% +1,553 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: 13,480 shares; 2024Q4: 13,066 shares; 2025Q1: 15,356 shares; 2025Q2: 34,179 shares; 2025Q3: 33,707 shares; 2025Q4: 34,500 shares 34,500 $8.36M 0.05% +793 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,077 shares; 2024Q4: 104,844 shares; 2025Q1: 68,943 shares; 2025Q2: 65,599 shares; 2025Q3: 65,204 shares; 2025Q4: 62,915 shares 62,915 $8.3M 0.05% -2,289 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,798 shares; 2024Q4: 11,228 shares; 2025Q1: 10,940 shares; 2025Q2: 16,469 shares; 2025Q3: 25,785 shares; 2025Q4: 51,393 shares 51,393 $8.27M 0.05% +25,608 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,296 shares; 2024Q4: 12,700 shares; 2025Q1: 13,640 shares; 2025Q2: 13,942 shares; 2025Q3: 15,105 shares; 2025Q4: 17,647 shares 17,647 $8.27M 0.05% +2,542 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,259 shares; 2024Q4: 11,182 shares; 2025Q1: 11,014 shares; 2025Q2: 11,585 shares; 2025Q3: 11,631 shares; 2025Q4: 21,976 shares 21,976 $8.21M 0.05% +10,345 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: 78,493 shares; 2024Q4: 75,323 shares; 2025Q1: 76,915 shares; 2025Q2: 82,266 shares; 2025Q3: 75,948 shares; 2025Q4: 82,264 shares 82,264 $8.16M 0.05% +6,316 Timeline IYH 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: 113,615 shares; 2024Q4: 112,014 shares; 2025Q1: 113,170 shares; 2025Q2: 113,133 shares; 2025Q3: 112,735 shares; 2025Q4: 119,310 shares 119,310 $7.77M 0.05% +6,575 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,629 shares; 2024Q4: 368,042 shares; 2025Q1: 351,588 shares; 2025Q2: 352,671 shares; 2025Q3: 345,872 shares; 2025Q4: 330,268 shares 330,268 $7.7M 0.05% -15,604 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 4,995 shares; 2025Q1: 4,884 shares; 2025Q2: 83,613 shares; 2025Q3: 86,002 shares; 2025Q4: 84,347 shares 84,347 $7.69M 0.05% -1,655 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,999 shares; 2024Q4: 6,949 shares; 2025Q1: 6,949 shares; 2025Q2: 7,526 shares; 2025Q3: 7,281 shares; 2025Q4: 63,449 shares 63,449 $7.67M 0.05% +56,168 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193,285 shares; 2025Q4: 175,240 shares 175,240 $7.63M 0.05% -18,045 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: 22,644 shares; 2024Q4: 22,732 shares; 2025Q1: 22,566 shares; 2025Q2: 22,639 shares; 2025Q3: 22,652 shares; 2025Q4: 26,293 shares 26,293 $7.63M 0.05% +3,641 Timeline SPTL 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: not reported; 2025Q3: not reported; 2025Q4: 286,819 shares 286,819 $7.59M 0.05% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 8,968 shares; 2025Q1: 12,448 shares; 2025Q2: 16,918 shares; 2025Q3: 17,835 shares; 2025Q4: 21,464 shares 21,464 $7.58M 0.05% +3,629 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL 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: 75,306 shares; 2025Q4: 69,614 shares 69,614 $7.56M 0.05% -5,692 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,351 shares; 2024Q4: 48,156 shares; 2025Q1: 50,304 shares; 2025Q2: 50,484 shares; 2025Q3: 46,160 shares; 2025Q4: 34,836 shares 34,836 $7.48M 0.05% -11,324 Timeline IBDR 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: 179,148 shares; 2024Q4: 197,766 shares; 2025Q1: 213,823 shares; 2025Q2: 221,950 shares; 2025Q3: 256,415 shares; 2025Q4: 302,955 shares 302,955 $7.34M 0.04% +46,540 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,927 shares; 2024Q4: 353,112 shares; 2025Q1: 344,187 shares; 2025Q2: 295,553 shares; 2025Q3: 276,001 shares; 2025Q4: 254,538 shares 254,538 $7.25M 0.04% -21,463 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,333 shares; 2024Q4: 7,359 shares; 2025Q1: 7,076 shares; 2025Q2: 7,478 shares; 2025Q3: 9,663 shares; 2025Q4: 10,691 shares 10,691 $7.2M 0.04% +1,028 Timeline SPAB 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: 393,890 shares; 2024Q4: 357,600 shares; 2025Q1: 358,402 shares; 2025Q2: 328,510 shares; 2025Q3: 327,054 shares; 2025Q4: 275,681 shares 275,681 $7.1M 0.04% -51,373 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140,010 shares 140,010 $7.06M 0.04% new 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: 84,343 shares; 2024Q4: 79,854 shares; 2025Q1: 79,241 shares; 2025Q2: 82,742 shares; 2025Q3: 78,516 shares; 2025Q4: 80,641 shares 80,641 $7.03M 0.04% +2,125 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,164 shares; 2025Q2: 57,476 shares; 2025Q3: 69,968 shares; 2025Q4: 93,171 shares 93,171 $7.03M 0.04% +23,203 Timeline CSM PROSHARES TR More: the full row for PROSHARES 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: 86,946 shares 86,946 $6.92M 0.04% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,130 shares; 2024Q4: 231,114 shares; 2025Q1: 237,327 shares; 2025Q2: 170,695 shares; 2025Q3: 138,871 shares; 2025Q4: 107,719 shares 107,719 $6.86M 0.04% -31,152 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: 85,559 shares; 2024Q4: 85,299 shares; 2025Q1: 85,097 shares; 2025Q2: 85,969 shares; 2025Q3: 87,066 shares; 2025Q4: 85,871 shares 85,871 $6.73M 0.04% -1,195 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,504 shares; 2025Q1: 49,821 shares; 2025Q2: 90,069 shares; 2025Q3: 112,426 shares; 2025Q4: 147,794 shares 147,794 $6.67M 0.04% +35,368 Timeline IBTL 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: 65,613 shares; 2025Q2: 136,608 shares; 2025Q3: 224,705 shares; 2025Q4: 317,769 shares 317,769 $6.52M 0.04% +93,064 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: 42,072 shares; 2024Q4: 42,791 shares; 2025Q1: 45,045 shares; 2025Q2: 50,841 shares; 2025Q3: 52,510 shares; 2025Q4: 55,620 shares 55,620 $6.52M 0.04% +3,110 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,906 shares; 2024Q4: 130,915 shares; 2025Q1: 148,401 shares; 2025Q2: 150,063 shares; 2025Q3: 142,595 shares; 2025Q4: 120,322 shares 120,322 $6.48M 0.04% -22,273 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 3,342 shares; 2025Q1: 3,453 shares; 2025Q2: 3,541 shares; 2025Q3: 4,035 shares; 2025Q4: 28,765 shares 28,765 $6.46M 0.04% +24,730 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,799 shares; 2024Q4: 39,774 shares; 2025Q1: 38,771 shares; 2025Q2: 37,328 shares; 2025Q3: 38,416 shares; 2025Q4: 37,748 shares 37,748 $6.44M 0.04% -668 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,798 shares; 2025Q1: 5,686 shares; 2025Q2: 11,662 shares; 2025Q3: 11,675 shares; 2025Q4: 11,918 shares 11,918 $6.35M 0.04% +243 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,076 shares; 2024Q4: 59,044 shares; 2025Q1: 57,478 shares; 2025Q2: 55,650 shares; 2025Q3: 54,289 shares; 2025Q4: 65,442 shares 65,442 $6.3M 0.04% +11,153 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: 141,377 shares; 2024Q4: 140,685 shares; 2025Q1: 173,664 shares; 2025Q2: 155,099 shares; 2025Q3: 155,254 shares; 2025Q4: 169,551 shares 169,551 $6.26M 0.04% +14,297 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: 132,688 shares; 2024Q4: 130,577 shares; 2025Q1: 154,250 shares; 2025Q2: 149,760 shares; 2025Q3: 166,331 shares; 2025Q4: 171,864 shares 171,864 $6.23M 0.04% +5,533 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: 4,705 shares; 2024Q4: 4,639 shares; 2025Q1: 5,060 shares; 2025Q2: 4,942 shares; 2025Q3: 5,016 shares; 2025Q4: 5,109 shares 5,109 $6.21M 0.04% +93 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,775 shares 111,775 $6.16M 0.04% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,567 shares; 2024Q4: 53,423 shares; 2025Q1: 57,025 shares; 2025Q2: 45,395 shares; 2025Q3: 47,119 shares; 2025Q4: 48,203 shares 48,203 $6.15M 0.04% +1,084 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,436 shares; 2024Q4: 268,769 shares; 2025Q1: 219,694 shares; 2025Q2: 214,020 shares; 2025Q3: 127,350 shares; 2025Q4: 122,276 shares 122,276 $6.12M 0.04% -5,074 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: 33,499 shares; 2024Q4: 38,176 shares; 2025Q1: 31,184 shares; 2025Q2: 31,178 shares; 2025Q3: 31,219 shares; 2025Q4: 57,131 shares 57,131 $6.1M 0.04% +25,912 Timeline ICVT 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: 55,971 shares; 2024Q4: 78,061 shares; 2025Q1: 75,835 shares; 2025Q2: 41,073 shares; 2025Q3: 50,807 shares; 2025Q4: 61,788 shares 61,788 $6.09M 0.04% +10,981 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177,592 shares 177,592 $6.09M 0.04% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,043 shares; 2024Q4: 86,165 shares; 2025Q1: 87,701 shares; 2025Q2: 85,055 shares; 2025Q3: 84,485 shares; 2025Q4: 81,765 shares 81,765 $6.06M 0.04% -2,720 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,772 shares 47,772 $6.05M 0.04% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $6.04M 0.04% 0 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 76,884 shares 76,884 $6M 0.04% new Timeline IPAC 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: 93,601 shares; 2024Q4: 92,600 shares; 2025Q1: 89,230 shares; 2025Q2: 83,749 shares; 2025Q3: 82,582 shares; 2025Q4: 81,712 shares 81,712 $5.98M 0.04% -870 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: 57,949 shares; 2024Q4: 57,183 shares; 2025Q1: 55,888 shares; 2025Q2: 54,966 shares; 2025Q3: 53,235 shares; 2025Q4: 53,185 shares 53,185 $5.97M 0.04% -50 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: 264,783 shares; 2024Q4: 187,057 shares; 2025Q1: 187,265 shares; 2025Q2: 229,574 shares; 2025Q3: 220,459 shares; 2025Q4: 239,492 shares 239,492 $5.96M 0.04% +19,033 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,279 shares 114,279 $5.88M 0.04% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,609 shares; 2024Q4: 21,763 shares; 2025Q1: 20,413 shares; 2025Q2: 19,162 shares; 2025Q3: 18,563 shares; 2025Q4: 37,246 shares 37,246 $5.78M 0.03% +18,683 Timeline IBTM 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: 18,609 shares; 2025Q2: 46,334 shares; 2025Q3: 67,319 shares; 2025Q4: 249,173 shares 249,173 $5.75M 0.03% +181,854 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,127 shares; 2024Q4: 73,028 shares; 2025Q1: 69,759 shares; 2025Q2: 64,568 shares; 2025Q3: 60,895 shares; 2025Q4: 104,107 shares 104,107 $5.7M 0.03% +43,212 Timeline IHDG 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: 142,867 shares; 2024Q4: 142,257 shares; 2025Q1: 140,752 shares; 2025Q2: 119,506 shares; 2025Q3: 118,107 shares; 2025Q4: 116,762 shares 116,762 $5.68M 0.03% -1,345 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,711 shares; 2024Q4: 173,817 shares; 2025Q1: 166,461 shares; 2025Q2: 140,821 shares; 2025Q3: 138,381 shares; 2025Q4: 127,505 shares 127,505 $5.66M 0.03% -10,876 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,078 shares; 2024Q4: 102,725 shares; 2025Q1: 87,080 shares; 2025Q2: 100,577 shares; 2025Q3: 165,110 shares; 2025Q4: 154,595 shares 154,595 $5.65M 0.03% -10,515 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,920 shares; 2024Q4: 83,694 shares; 2025Q1: 83,705 shares; 2025Q2: 83,692 shares; 2025Q3: 85,043 shares; 2025Q4: 86,783 shares 86,783 $5.64M 0.03% +1,740 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 11,647 shares; 2025Q1: 11,275 shares; 2025Q2: 10,500 shares; 2025Q3: 10,078 shares; 2025Q4: 9,861 shares 9,861 $5.62M 0.03% -217 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,185 shares; 2024Q4: 35,980 shares; 2025Q1: 27,595 shares; 2025Q2: 26,707 shares; 2025Q3: 26,979 shares; 2025Q4: 24,549 shares 24,549 $5.62M 0.03% -2,430 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: 32,074 shares; 2024Q4: 33,040 shares; 2025Q1: 37,426 shares; 2025Q2: 35,875 shares; 2025Q3: 39,406 shares; 2025Q4: 47,887 shares 47,887 $5.59M 0.03% +8,481 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,104 shares; 2024Q4: 14,840 shares; 2025Q1: 14,739 shares; 2025Q2: 14,869 shares; 2025Q3: 14,969 shares; 2025Q4: 17,776 shares 17,776 $5.55M 0.03% +2,807 Timeline SMLF 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: 84,387 shares; 2024Q4: 84,772 shares; 2025Q1: 84,819 shares; 2025Q2: 70,955 shares; 2025Q3: 70,812 shares; 2025Q4: 73,942 shares 73,942 $5.54M 0.03% +3,130 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: 7,460 shares; 2024Q4: 7,882 shares; 2025Q1: 8,516 shares; 2025Q2: 10,057 shares; 2025Q3: 11,236 shares; 2025Q4: 13,067 shares 13,067 $5.52M 0.03% +1,831 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: 11,385 shares; 2024Q4: 11,364 shares; 2025Q1: 11,966 shares; 2025Q2: 13,122 shares; 2025Q3: 11,512 shares; 2025Q4: 12,077 shares 12,077 $5.48M 0.03% +565 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,330 shares; 2024Q4: 83,264 shares; 2025Q1: 74,227 shares; 2025Q2: 71,963 shares; 2025Q3: 69,448 shares; 2025Q4: 73,057 shares 73,057 $5.41M 0.03% +3,609 Timeline SOXX 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: 22,007 shares; 2024Q4: 20,086 shares; 2025Q1: 18,829 shares; 2025Q2: 15,892 shares; 2025Q3: 15,166 shares; 2025Q4: 17,916 shares 17,916 $5.4M 0.03% +2,750 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: 58,830 shares; 2024Q4: 59,207 shares; 2025Q1: 57,813 shares; 2025Q2: 71,567 shares; 2025Q3: 76,037 shares; 2025Q4: 93,173 shares 93,173 $5.37M 0.03% +17,136 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: 60,260 shares; 2024Q4: 60,789 shares; 2025Q1: 57,675 shares; 2025Q2: 60,597 shares; 2025Q3: 59,084 shares; 2025Q4: 57,225 shares 57,225 $5.36M 0.03% -1,859 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,639 shares; 2024Q4: 11,908 shares; 2025Q1: 12,384 shares; 2025Q2: 12,557 shares; 2025Q3: 13,052 shares; 2025Q4: 12,350 shares 12,350 $5.27M 0.03% -702 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,498 shares; 2024Q4: 41,970 shares; 2025Q1: 43,894 shares; 2025Q2: 43,480 shares; 2025Q3: 51,470 shares; 2025Q4: 54,808 shares 54,808 $5.23M 0.03% +3,338 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,727 shares; 2024Q4: 62,026 shares; 2025Q1: 62,410 shares; 2025Q2: 62,422 shares; 2025Q3: 62,433 shares; 2025Q4: 62,443 shares 62,443 $5.2M 0.03% +10 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,149 shares; 2024Q4: 171,797 shares; 2025Q1: 159,978 shares; 2025Q2: 131,302 shares; 2025Q3: 122,724 shares; 2025Q4: 111,093 shares 111,093 $5.2M 0.03% -11,631 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,395 shares 98,395 $5.04M 0.03% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,919 shares; 2025Q1: 25,396 shares; 2025Q2: 24,908 shares; 2025Q3: 25,361 shares; 2025Q4: 23,144 shares 23,144 $5.03M 0.03% -2,217 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,173 shares; 2024Q4: 65,346 shares; 2025Q1: 63,896 shares; 2025Q2: 55,712 shares; 2025Q3: 52,321 shares; 2025Q4: 47,102 shares 47,102 $5.03M 0.03% -5,219 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,613 shares; 2024Q4: 14,023 shares; 2025Q1: 14,157 shares; 2025Q2: 15,658 shares; 2025Q3: 15,915 shares; 2025Q4: 16,013 shares 16,013 $5.01M 0.03% +98 Timeline IYC 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: 54,663 shares; 2024Q4: 53,813 shares; 2025Q1: 53,311 shares; 2025Q2: 53,429 shares; 2025Q3: 52,908 shares; 2025Q4: 48,285 shares 48,285 $4.98M 0.03% -4,623 Timeline SUSC 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: 125,869 shares; 2024Q4: 121,204 shares; 2025Q1: 121,787 shares; 2025Q2: 142,194 shares; 2025Q3: 203,000 shares; 2025Q4: 211,893 shares 211,893 $4.96M 0.03% +8,893 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: 112,999 shares; 2024Q4: 107,790 shares; 2025Q1: 104,377 shares; 2025Q2: 93,351 shares; 2025Q3: 92,714 shares; 2025Q4: 86,359 shares 86,359 $4.91M 0.03% -6,355 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: 98,169 shares; 2024Q4: 111,185 shares; 2025Q1: 110,031 shares; 2025Q2: 106,696 shares; 2025Q3: 106,288 shares; 2025Q4: 105,217 shares 105,217 $4.9M 0.03% -1,071 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,588 shares; 2024Q4: 36,166 shares; 2025Q1: 34,479 shares; 2025Q2: 31,620 shares; 2025Q3: 29,957 shares; 2025Q4: 109,282 shares 109,282 $4.89M 0.03% +79,325 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,302 shares; 2024Q4: 95,249 shares; 2025Q1: 88,886 shares; 2025Q2: 91,266 shares; 2025Q3: 95,190 shares; 2025Q4: 94,783 shares 94,783 $4.81M 0.03% -407 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,709 shares; 2025Q1: 76,783 shares; 2025Q2: 121,541 shares; 2025Q3: 147,391 shares; 2025Q4: 197,998 shares 197,998 $4.79M 0.03% +50,607 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: 36,083 shares; 2024Q4: 34,770 shares; 2025Q1: 37,772 shares; 2025Q2: 36,165 shares; 2025Q3: 37,211 shares; 2025Q4: 36,368 shares 36,368 $4.69M 0.03% -843 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: 40,185 shares; 2024Q4: 39,606 shares; 2025Q1: 36,468 shares; 2025Q2: 34,147 shares; 2025Q3: 31,606 shares; 2025Q4: 32,887 shares 32,887 $4.64M 0.03% +1,281 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: 43,681 shares; 2024Q4: 39,799 shares; 2025Q1: 37,226 shares; 2025Q2: 35,295 shares; 2025Q3: 34,535 shares; 2025Q4: 35,858 shares 35,858 $4.62M 0.03% +1,323 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,862 shares; 2024Q4: 41,519 shares; 2025Q1: 40,941 shares; 2025Q2: 41,199 shares; 2025Q3: 41,232 shares; 2025Q4: 33,760 shares 33,760 $4.61M 0.03% -7,472 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,509 shares; 2024Q4: 23,310 shares; 2025Q1: 22,989 shares; 2025Q2: 23,685 shares; 2025Q3: 23,733 shares; 2025Q4: 23,387 shares 23,387 $4.57M 0.03% -346 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,877 shares; 2024Q4: 56,113 shares; 2025Q1: 56,873 shares; 2025Q2: 57,089 shares; 2025Q3: 57,352 shares; 2025Q4: 58,984 shares 58,984 $4.52M 0.03% +1,632 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 7,622 shares; 2025Q1: 15,456 shares; 2025Q2: 15,282 shares; 2025Q3: 15,464 shares; 2025Q4: 13,349 shares 13,349 $4.5M 0.03% -2,115 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,728 shares; 2024Q4: 21,154 shares; 2025Q1: 21,972 shares; 2025Q2: 21,887 shares; 2025Q3: 23,578 shares; 2025Q4: 28,090 shares 28,090 $4.5M 0.03% +4,512 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: 84,694 shares; 2024Q4: 85,770 shares; 2025Q1: 85,534 shares; 2025Q2: 87,276 shares; 2025Q3: 84,263 shares; 2025Q4: 95,189 shares 95,189 $4.48M 0.03% +10,926 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,639 shares; 2025Q1: 14,543 shares; 2025Q2: 15,300 shares; 2025Q3: 28,579 shares; 2025Q4: 89,684 shares 89,684 $4.45M 0.03% +61,105 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,099 shares; 2024Q4: 33,498 shares; 2025Q1: 32,473 shares; 2025Q2: 27,871 shares; 2025Q3: 32,718 shares; 2025Q4: 30,812 shares 30,812 $4.44M 0.03% -1,906 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA 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: 2,246,056 shares; 2025Q3: 2,271,963 shares; 2025Q4: 2,208,713 shares 2,208,713 $4.42M 0.03% -63,250 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,757 shares; 2024Q4: 24,755 shares; 2025Q1: 22,736 shares; 2025Q2: 21,610 shares; 2025Q3: 22,549 shares; 2025Q4: 23,453 shares 23,453 $4.35M 0.03% +904 Timeline PEY 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: 192,449 shares; 2024Q4: 183,626 shares; 2025Q1: 175,894 shares; 2025Q2: 155,744 shares; 2025Q3: 138,378 shares; 2025Q4: 209,518 shares 209,518 $4.27M 0.03% +71,140 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: 54,977 shares; 2024Q4: 54,653 shares; 2025Q1: 53,788 shares; 2025Q2: 51,050 shares; 2025Q3: 50,114 shares; 2025Q4: 50,749 shares 50,749 $4.25M 0.03% +635 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,033 shares; 2024Q4: 9,045 shares; 2025Q1: 9,003 shares; 2025Q2: 9,200 shares; 2025Q3: 9,190 shares; 2025Q4: 10,215 shares 10,215 $4.22M 0.03% +1,025 Timeline IXN 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: 9,022 shares; 2024Q4: 10,556 shares; 2025Q1: 14,361 shares; 2025Q2: 15,121 shares; 2025Q3: 15,089 shares; 2025Q4: 40,060 shares 40,060 $4.21M 0.03% +24,971 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,140 shares; 2024Q4: 21,404 shares; 2025Q1: 20,733 shares; 2025Q2: 25,208 shares; 2025Q3: 24,844 shares; 2025Q4: 30,329 shares 30,329 $4.15M 0.03% +5,485 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: 20,404 shares; 2024Q4: 20,315 shares; 2025Q1: 21,889 shares; 2025Q2: 23,118 shares; 2025Q3: 22,781 shares; 2025Q4: 22,347 shares 22,347 $4.15M 0.03% -434 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,171 shares; 2024Q4: 31,336 shares; 2025Q1: 32,130 shares; 2025Q2: 32,373 shares; 2025Q3: 34,401 shares; 2025Q4: 35,585 shares 35,585 $4.13M 0.02% +1,184 Timeline IBDS 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: 76,900 shares; 2024Q4: 92,489 shares; 2025Q1: 103,760 shares; 2025Q2: 105,096 shares; 2025Q3: 122,501 shares; 2025Q4: 169,866 shares 169,866 $4.12M 0.02% +47,365 Timeline IXJ 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: 42,309 shares 42,309 $4.12M 0.02% new Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,311 shares 83,311 $4.11M 0.02% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,843 shares; 2025Q2: 6,898 shares; 2025Q3: 7,245 shares; 2025Q4: 107,783 shares 107,783 $4.09M 0.02% +100,538 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,120 shares; 2025Q1: 1,124 shares; 2025Q2: 1,143 shares; 2025Q3: 1,168 shares; 2025Q4: 1,204 shares 1,204 $4.08M 0.02% +36 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: 30,091 shares; 2025Q1: 30,063 shares; 2025Q2: 29,448 shares; 2025Q3: 30,340 shares; 2025Q4: 30,900 shares 30,900 $4.05M 0.02% +560 Timeline PWB 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: 54,631 shares; 2024Q4: 50,775 shares; 2025Q1: 48,247 shares; 2025Q2: 40,154 shares; 2025Q3: 35,083 shares; 2025Q4: 31,532 shares 31,532 $4.01M 0.02% -3,551 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,599 shares; 2024Q4: 11,139 shares; 2025Q1: 13,976 shares; 2025Q2: 13,923 shares; 2025Q3: 14,231 shares; 2025Q4: 13,772 shares 13,772 $3.96M 0.02% -459 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 1,556 shares; 2025Q1: 2,854 shares; 2025Q2: 2,803 shares; 2025Q3: 2,797 shares; 2025Q4: 8,151 shares 8,151 $3.92M 0.02% +5,354 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 5,624 shares; 2025Q3: 26,378 shares; 2025Q4: 38,241 shares 38,241 $3.83M 0.02% +11,863 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: 7,577 shares; 2024Q4: 7,161 shares; 2025Q1: 6,585 shares; 2025Q2: 7,255 shares; 2025Q3: 7,192 shares; 2025Q4: 7,881 shares 7,881 $3.81M 0.02% +689 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,604 shares; 2024Q4: 30,660 shares; 2025Q1: 29,194 shares; 2025Q2: 26,999 shares; 2025Q3: 24,872 shares; 2025Q4: 24,388 shares 24,388 $3.77M 0.02% -484 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,230 shares; 2024Q4: 25,781 shares; 2025Q1: 25,583 shares; 2025Q2: 25,320 shares; 2025Q3: 27,659 shares; 2025Q4: 30,990 shares 30,990 $3.71M 0.02% +3,331 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: 6,544 shares; 2024Q4: 6,322 shares; 2025Q1: 6,290 shares; 2025Q2: 5,630 shares; 2025Q3: 5,572 shares; 2025Q4: 6,120 shares 6,120 $3.69M 0.02% +548 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,156 shares; 2025Q1: 3,453 shares; 2025Q2: 3,376 shares; 2025Q3: 3,570 shares; 2025Q4: 3,658 shares 3,658 $3.69M 0.02% +88 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,109 shares; 2024Q4: 107,827 shares; 2025Q1: 109,958 shares; 2025Q2: 89,035 shares; 2025Q3: 85,777 shares; 2025Q4: 107,536 shares 107,536 $3.68M 0.02% +21,759 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: 6,080 shares; 2024Q4: 5,658 shares; 2025Q1: 6,065 shares; 2025Q2: 5,793 shares; 2025Q3: 5,679 shares; 2025Q4: 7,862 shares 7,862 $3.67M 0.02% +2,183 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,250 shares 47,250 $3.67M 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,184 shares; 2024Q4: 17,972 shares; 2025Q1: 15,550 shares; 2025Q2: 7,791 shares; 2025Q3: 9,160 shares; 2025Q4: 11,771 shares 11,771 $3.65M 0.02% +2,611 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,483 shares; 2024Q4: 67,225 shares; 2025Q1: 64,621 shares; 2025Q2: 67,846 shares; 2025Q3: 68,598 shares; 2025Q4: 68,174 shares 68,174 $3.64M 0.02% -424 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,200 shares; 2025Q1: 47,060 shares; 2025Q2: 66,616 shares; 2025Q3: 79,382 shares; 2025Q4: 103,451 shares 103,451 $3.59M 0.02% +24,069 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 6,058 shares; 2025Q1: 6,156 shares; 2025Q2: 5,848 shares; 2025Q3: 6,559 shares; 2025Q4: 6,160 shares 6,160 $3.58M 0.02% -399 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,004 shares; 2024Q4: 334,897 shares; 2025Q1: 300,813 shares; 2025Q2: 300,903 shares; 2025Q3: 286,959 shares; 2025Q4: 287,691 shares 287,691 $3.58M 0.02% +732 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,398 shares; 2024Q4: 123,891 shares; 2025Q1: 126,156 shares; 2025Q2: 112,811 shares; 2025Q3: 110,273 shares; 2025Q4: 108,955 shares 108,955 $3.57M 0.02% -1,318 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,277 shares; 2025Q1: 42,892 shares; 2025Q2: 62,752 shares; 2025Q3: 74,799 shares; 2025Q4: 97,748 shares 97,748 $3.57M 0.02% +22,949 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,640 shares; 2024Q4: 23,658 shares; 2025Q1: 23,640 shares; 2025Q2: 23,640 shares; 2025Q3: 23,640 shares; 2025Q4: 25,253 shares 25,253 $3.56M 0.02% +1,613 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,580 shares; 2024Q4: 310,696 shares; 2025Q1: 24,201 shares; 2025Q2: 34,648 shares; 2025Q3: 41,146 shares; 2025Q4: 40,776 shares 40,776 $3.55M 0.02% -370 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: 46,828 shares; 2024Q4: 46,434 shares; 2025Q1: 45,597 shares; 2025Q2: 44,349 shares; 2025Q3: 42,802 shares; 2025Q4: 41,161 shares 41,161 $3.55M 0.02% -1,641 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,405 shares; 2025Q1: 3,410 shares; 2025Q2: 3,195 shares; 2025Q3: 4,750 shares; 2025Q4: 4,585 shares 4,585 $3.51M 0.02% -165 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: 50,108 shares; 2024Q4: 51,633 shares; 2025Q1: 49,091 shares; 2025Q2: 58,514 shares; 2025Q3: 58,727 shares; 2025Q4: 62,955 shares 62,955 $3.44M 0.02% +4,228 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: 4,171 shares; 2024Q4: 4,279 shares; 2025Q1: 4,389 shares; 2025Q2: 4,532 shares; 2025Q3: 7,952 shares; 2025Q4: 18,620 shares 18,620 $3.43M 0.02% +10,668 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: 15,080 shares; 2024Q4: 24,859 shares; 2025Q1: 31,260 shares; 2025Q2: 35,967 shares; 2025Q3: 38,461 shares; 2025Q4: 40,120 shares 40,120 $3.42M 0.02% +1,659 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: 67,329 shares; 2024Q4: 64,083 shares; 2025Q1: 60,006 shares; 2025Q2: 53,733 shares; 2025Q3: 47,467 shares; 2025Q4: 66,004 shares 66,004 $3.41M 0.02% +18,537 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: 27,614 shares; 2024Q4: 27,693 shares; 2025Q1: 27,943 shares; 2025Q2: 27,672 shares; 2025Q3: 28,456 shares; 2025Q4: 30,857 shares 30,857 $3.4M 0.02% +2,401 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,145 shares; 2024Q4: 19,096 shares; 2025Q1: 17,414 shares; 2025Q2: 17,186 shares; 2025Q3: 14,968 shares; 2025Q4: 14,941 shares 14,941 $3.4M 0.02% -27 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: 8,594 shares; 2024Q4: 8,434 shares; 2025Q1: 8,893 shares; 2025Q2: 9,154 shares; 2025Q3: 12,479 shares; 2025Q4: 12,170 shares 12,170 $3.39M 0.02% -309 Timeline IBMQ 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: 83,972 shares; 2024Q4: 90,139 shares; 2025Q1: 107,136 shares; 2025Q2: 107,202 shares; 2025Q3: 119,179 shares; 2025Q4: 132,562 shares 132,562 $3.39M 0.02% +13,383 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,111 shares; 2024Q4: 27,767 shares; 2025Q1: 53,879 shares; 2025Q2: 40,202 shares; 2025Q3: 39,036 shares; 2025Q4: 42,665 shares 42,665 $3.39M 0.02% +3,629 Timeline IBMP 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: 86,339 shares; 2024Q4: 92,781 shares; 2025Q1: 109,992 shares; 2025Q2: 109,726 shares; 2025Q3: 121,401 shares; 2025Q4: 132,981 shares 132,981 $3.38M 0.02% +11,580 Timeline IBMO 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: 85,061 shares; 2024Q4: 91,410 shares; 2025Q1: 108,114 shares; 2025Q2: 108,197 shares; 2025Q3: 120,230 shares; 2025Q4: 131,474 shares 131,474 $3.37M 0.02% +11,244 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: 14,776 shares; 2024Q4: 14,455 shares; 2025Q1: 15,106 shares; 2025Q2: 14,803 shares; 2025Q3: 14,504 shares; 2025Q4: 15,225 shares 15,225 $3.35M 0.02% +721 Timeline IBMR 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: 76,363 shares; 2025Q1: 97,011 shares; 2025Q2: 98,702 shares; 2025Q3: 113,259 shares; 2025Q4: 130,319 shares 130,319 $3.31M 0.02% +17,060 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: 44,730 shares; 2024Q4: 48,499 shares; 2025Q1: 66,277 shares; 2025Q2: 68,635 shares; 2025Q3: 66,635 shares; 2025Q4: 68,933 shares 68,933 $3.3M 0.02% +2,298 Timeline IDEV 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: 33,708 shares; 2024Q4: 40,779 shares; 2025Q1: 40,879 shares; 2025Q2: 40,340 shares; 2025Q3: 40,404 shares; 2025Q4: 39,807 shares 39,807 $3.28M 0.02% -597 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,136 shares; 2024Q4: 12,751 shares; 2025Q1: 13,740 shares; 2025Q2: 13,925 shares; 2025Q3: 12,247 shares; 2025Q4: 11,900 shares 11,900 $3.28M 0.02% -347 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,261 shares; 2024Q4: 96,106 shares; 2025Q1: 97,037 shares; 2025Q2: 99,131 shares; 2025Q3: 99,054 shares; 2025Q4: 108,605 shares 108,605 $3.27M 0.02% +9,551 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 970 shares; 2025Q1: 972 shares; 2025Q2: 1,272 shares; 2025Q3: 1,172 shares; 2025Q4: 8,284 shares 8,284 $3.26M 0.02% +7,112 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,644 shares; 2024Q4: 17,800 shares; 2025Q1: 19,828 shares; 2025Q2: 29,306 shares; 2025Q3: 25,257 shares; 2025Q4: 101,759 shares 101,759 $3.26M 0.02% +76,502 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,630 shares; 2024Q4: 13,795 shares; 2025Q1: 14,400 shares; 2025Q2: 16,150 shares; 2025Q3: 20,525 shares; 2025Q4: 19,956 shares 19,956 $3.23M 0.02% -569 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: 3,393 shares; 2024Q4: 3,542 shares; 2025Q1: 3,519 shares; 2025Q2: 3,620 shares; 2025Q3: 3,820 shares; 2025Q4: 3,927 shares 3,927 $3.22M 0.02% +107 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,337 shares; 2024Q4: 10,255 shares; 2025Q1: 10,480 shares; 2025Q2: 10,610 shares; 2025Q3: 20,051 shares; 2025Q4: 19,913 shares 19,913 $3.2M 0.02% -138 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: 7,393 shares; 2024Q4: 7,089 shares; 2025Q1: 7,063 shares; 2025Q2: 7,153 shares; 2025Q3: 7,249 shares; 2025Q4: 8,166 shares 8,166 $3.18M 0.02% +917 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: 9,707 shares; 2024Q4: 8,726 shares; 2025Q1: 9,101 shares; 2025Q2: 9,157 shares; 2025Q3: 9,924 shares; 2025Q4: 10,947 shares 10,947 $3.18M 0.02% +1,023 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,351 shares; 2024Q4: 41,553 shares; 2025Q1: 44,552 shares; 2025Q2: 54,655 shares; 2025Q3: 58,233 shares; 2025Q4: 63,903 shares 63,903 $3.14M 0.02% +5,670 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,147 shares; 2024Q4: 18,023 shares; 2025Q1: 21,759 shares; 2025Q2: 21,316 shares; 2025Q3: 20,816 shares; 2025Q4: 73,613 shares 73,613 $3.14M 0.02% +52,797 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,724 shares; 2024Q4: 72,482 shares; 2025Q1: 17,560 shares; 2025Q2: 32,936 shares; 2025Q3: 25,199 shares; 2025Q4: 62,297 shares 62,297 $3.13M 0.02% +37,098 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: 28,769 shares; 2024Q4: 25,971 shares; 2025Q1: 27,308 shares; 2025Q2: 29,011 shares; 2025Q3: 25,881 shares; 2025Q4: 41,887 shares 41,887 $3.08M 0.02% +16,006 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,788 shares; 2024Q4: 7,808 shares; 2025Q1: 8,619 shares; 2025Q2: 5,214 shares; 2025Q3: 5,411 shares; 2025Q4: 18,221 shares 18,221 $3.08M 0.02% +12,810 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 6,096 shares; 2025Q1: 7,157 shares; 2025Q2: 9,816 shares; 2025Q3: 8,609 shares; 2025Q4: 8,764 shares 8,764 $3.07M 0.02% +155 Timeline IBDT 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: 66,886 shares; 2024Q4: 73,881 shares; 2025Q1: 84,735 shares; 2025Q2: 90,047 shares; 2025Q3: 110,214 shares; 2025Q4: 120,555 shares 120,555 $3.07M 0.02% +10,341 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,574 shares; 2024Q4: 17,606 shares; 2025Q1: 21,302 shares; 2025Q2: 24,956 shares; 2025Q3: 26,905 shares; 2025Q4: 30,655 shares 30,655 $3.06M 0.02% +3,750 Timeline IBMS 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: 7,961 shares; 2025Q2: 14,281 shares; 2025Q3: 25,819 shares; 2025Q4: 116,641 shares 116,641 $3.04M 0.02% +90,822 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: 32,850 shares; 2024Q4: 32,676 shares; 2025Q1: 32,965 shares; 2025Q2: 32,099 shares; 2025Q3: 31,160 shares; 2025Q4: 37,006 shares 37,006 $3.01M 0.02% +5,846 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: 106,941 shares; 2024Q4: 103,403 shares; 2025Q1: 108,098 shares; 2025Q2: 108,795 shares; 2025Q3: 105,871 shares; 2025Q4: 109,439 shares 109,439 $3.01M 0.02% +3,568 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,309 shares; 2024Q4: 8,328 shares; 2025Q1: 9,052 shares; 2025Q2: 9,141 shares; 2025Q3: 5,727 shares; 2025Q4: 5,874 shares 5,874 $3M 0.02% +147 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: 125,730 shares; 2024Q4: 116,828 shares; 2025Q1: 106,973 shares; 2025Q2: 104,531 shares; 2025Q3: 88,071 shares; 2025Q4: 100,257 shares 100,257 $3M 0.02% +12,186 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 4,405 shares; 2025Q1: 4,428 shares; 2025Q2: 4,601 shares; 2025Q3: 6,737 shares; 2025Q4: 6,342 shares 6,342 $2.98M 0.02% -395 Timeline IBDU 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: 53,401 shares; 2024Q4: 74,943 shares; 2025Q1: 86,482 shares; 2025Q2: 93,548 shares; 2025Q3: 115,377 shares; 2025Q4: 127,120 shares 127,120 $2.98M 0.02% +11,743 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,921 shares; 2024Q4: 12,577 shares; 2025Q1: 12,615 shares; 2025Q2: 12,721 shares; 2025Q3: 12,959 shares; 2025Q4: 13,993 shares 13,993 $2.92M 0.02% +1,034 Timeline SIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,450 shares 34,450 $2.89M 0.02% new Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,249 shares 52,249 $2.84M 0.02% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,270 shares; 2024Q4: 44,277 shares; 2025Q1: 30,501 shares; 2025Q2: 38,611 shares; 2025Q3: 29,434 shares; 2025Q4: 30,829 shares 30,829 $2.83M 0.02% +1,395 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,725 shares; 2025Q1: 4,726 shares; 2025Q2: 4,727 shares; 2025Q3: 4,728 shares; 2025Q4: 20,925 shares 20,925 $2.79M 0.02% +16,197 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,466 shares; 2024Q4: 9,348 shares; 2025Q1: 8,940 shares; 2025Q2: 8,957 shares; 2025Q3: 11,063 shares; 2025Q4: 15,343 shares 15,343 $2.76M 0.02% +4,280 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,363 shares; 2024Q4: 16,277 shares; 2025Q1: 16,535 shares; 2025Q2: 19,382 shares; 2025Q3: 38,808 shares; 2025Q4: 41,128 shares 41,128 $2.76M 0.02% +2,320 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,000 shares; 2024Q4: 92,000 shares; 2025Q1: 92,000 shares; 2025Q2: 92,000 shares; 2025Q3: 92,000 shares; 2025Q4: 92,000 shares 92,000 $2.75M 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,519 shares; 2024Q4: 14,176 shares; 2025Q1: 13,179 shares; 2025Q2: 11,685 shares; 2025Q3: 11,327 shares; 2025Q4: 11,260 shares 11,260 $2.74M 0.02% -67 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,111 shares; 2024Q4: 18,688 shares; 2025Q1: 19,165 shares; 2025Q2: 20,940 shares; 2025Q3: 21,478 shares; 2025Q4: 23,675 shares 23,675 $2.73M 0.02% +2,197 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,950 shares; 2024Q4: 9,072 shares; 2025Q1: 10,340 shares; 2025Q2: 10,840 shares; 2025Q3: 10,338 shares; 2025Q4: 10,301 shares 10,301 $2.7M 0.02% -37 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,639 shares 10,639 $2.67M 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 7,558 shares; 2025Q1: 9,598 shares; 2025Q2: 9,095 shares; 2025Q3: 9,022 shares; 2025Q4: 9,208 shares 9,208 $2.66M 0.02% +186 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: 18,731 shares; 2024Q4: 18,749 shares; 2025Q1: 17,578 shares; 2025Q2: 17,608 shares; 2025Q3: 19,083 shares; 2025Q4: 24,093 shares 24,093 $2.65M 0.02% +5,010 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: 63,142 shares; 2024Q4: 57,599 shares; 2025Q1: 54,596 shares; 2025Q2: 49,505 shares; 2025Q3: 50,766 shares; 2025Q4: 57,037 shares 57,037 $2.65M 0.02% +6,271 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,965 shares; 2024Q4: 9,978 shares; 2025Q1: 10,134 shares; 2025Q2: 10,500 shares; 2025Q3: 14,917 shares; 2025Q4: 19,491 shares 19,491 $2.65M 0.02% +4,574 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,374 shares; 2024Q4: 68,640 shares; 2025Q1: 65,997 shares; 2025Q2: 60,811 shares; 2025Q3: 54,856 shares; 2025Q4: 54,655 shares 54,655 $2.65M 0.02% -201 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,919 shares; 2024Q4: 13,760 shares; 2025Q1: 14,242 shares; 2025Q2: 14,088 shares; 2025Q3: 13,343 shares; 2025Q4: 14,229 shares 14,229 $2.64M 0.02% +886 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: 9,105 shares; 2024Q4: 9,313 shares; 2025Q1: 9,801 shares; 2025Q2: 9,997 shares; 2025Q3: 11,401 shares; 2025Q4: 12,784 shares 12,784 $2.62M 0.02% +1,383 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 2,854 shares; 2025Q1: 3,306 shares; 2025Q2: 3,205 shares; 2025Q3: 5,173 shares; 2025Q4: 5,126 shares 5,126 $2.62M 0.02% -47 Timeline VPL 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: 53,229 shares; 2024Q4: 51,345 shares; 2025Q1: 47,635 shares; 2025Q2: 36,974 shares; 2025Q3: 32,476 shares; 2025Q4: 28,920 shares 28,920 $2.61M 0.02% -3,556 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 9,955 shares; 2025Q1: 9,877 shares; 2025Q2: 10,413 shares; 2025Q3: 10,416 shares; 2025Q4: 14,119 shares 14,119 $2.61M 0.02% +3,703 Timeline IBDV 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: 64,011 shares; 2024Q4: 66,310 shares; 2025Q1: 70,220 shares; 2025Q2: 76,596 shares; 2025Q3: 81,590 shares; 2025Q4: 118,125 shares 118,125 $2.61M 0.02% +36,535 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,281 shares; 2024Q4: 7,750 shares; 2025Q1: 7,195 shares; 2025Q2: 6,917 shares; 2025Q3: 8,042 shares; 2025Q4: 8,873 shares 8,873 $2.6M 0.02% +831 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: 13,924 shares; 2024Q4: 13,772 shares; 2025Q1: 14,267 shares; 2025Q2: 15,043 shares; 2025Q3: 15,024 shares; 2025Q4: 16,012 shares 16,012 $2.6M 0.02% +988 Timeline QLTA 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: 52,807 shares; 2025Q4: 54,030 shares 54,030 $2.6M 0.02% +1,223 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,934 shares; 2025Q4: 50,128 shares 50,128 $2.59M 0.02% +1,194 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,319 shares; 2024Q4: 13,400 shares; 2025Q1: 14,042 shares; 2025Q2: 12,664 shares; 2025Q3: 12,483 shares; 2025Q4: 13,958 shares 13,958 $2.58M 0.02% +1,475 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,581 shares; 2024Q4: 54,526 shares; 2025Q1: 49,661 shares; 2025Q2: 46,291 shares; 2025Q3: 46,194 shares; 2025Q4: 58,482 shares 58,482 $2.58M 0.02% +12,288 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: 10,451 shares; 2024Q4: 10,502 shares; 2025Q1: 10,473 shares; 2025Q2: 9,714 shares; 2025Q3: 9,700 shares; 2025Q4: 9,140 shares 9,140 $2.55M 0.02% -560 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 7,928 shares; 2025Q1: 7,344 shares; 2025Q2: 7,376 shares; 2025Q3: 8,461 shares; 2025Q4: 8,820 shares 8,820 $2.55M 0.02% +359 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 6,253 shares; 2025Q1: 6,474 shares; 2025Q2: 6,577 shares; 2025Q3: 7,951 shares; 2025Q4: 8,500 shares 8,500 $2.52M 0.02% +549 Timeline SPLV 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: 13,002 shares; 2024Q4: 13,003 shares; 2025Q1: 22,787 shares; 2025Q2: 27,654 shares; 2025Q3: 30,239 shares; 2025Q4: 34,527 shares 34,527 $2.47M 0.01% +4,288 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: 8,053 shares; 2024Q4: 5,900 shares; 2025Q1: 6,379 shares; 2025Q2: 6,682 shares; 2025Q3: 6,692 shares; 2025Q4: 7,268 shares 7,268 $2.45M 0.01% +576 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,473 shares; 2024Q4: 43,538 shares; 2025Q1: 43,314 shares; 2025Q2: 52,739 shares; 2025Q3: 55,293 shares; 2025Q4: 84,840 shares 84,840 $2.45M 0.01% +29,547 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 10,792 shares; 2025Q1: 10,209 shares; 2025Q2: 8,499 shares; 2025Q3: 7,055 shares; 2025Q4: 6,415 shares 6,415 $2.44M 0.01% -640 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,042 shares; 2025Q4: 35,561 shares 35,561 $2.43M 0.01% +9,519 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 55,955 shares 55,955 $2.39M 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,076 shares; 2024Q4: 22,760 shares; 2025Q1: 24,636 shares; 2025Q2: 21,529 shares; 2025Q3: 22,040 shares; 2025Q4: 21,789 shares 21,789 $2.39M 0.01% -251 Timeline USXF 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: 78,836 shares; 2024Q4: 88,752 shares; 2025Q1: 82,616 shares; 2025Q2: 57,732 shares; 2025Q3: 38,951 shares; 2025Q4: 41,375 shares 41,375 $2.38M 0.01% +2,424 Timeline LQDH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,691 shares; 2025Q3: 25,274 shares; 2025Q4: 25,463 shares 25,463 $2.38M 0.01% +189 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,923 shares 33,923 $2.36M 0.01% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,024 shares; 2024Q4: 35,124 shares; 2025Q1: 34,845 shares; 2025Q2: 35,139 shares; 2025Q3: 32,385 shares; 2025Q4: 33,825 shares 33,825 $2.36M 0.01% +1,440 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,867 shares; 2024Q4: 22,917 shares; 2025Q1: 22,831 shares; 2025Q2: 23,015 shares; 2025Q3: 22,906 shares; 2025Q4: 25,759 shares 25,759 $2.36M 0.01% +2,853 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 7,758 shares; 2025Q1: 7,682 shares; 2025Q2: 6,218 shares; 2025Q3: 6,079 shares; 2025Q4: 10,985 shares 10,985 $2.35M 0.01% +4,906 Timeline SHYG 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: 136,441 shares; 2024Q4: 106,237 shares; 2025Q1: 61,600 shares; 2025Q2: 53,491 shares; 2025Q3: 52,126 shares; 2025Q4: 53,957 shares 53,957 $2.31M 0.01% +1,831 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,370 shares; 2025Q1: 2,356 shares; 2025Q2: 2,234 shares; 2025Q3: 2,571 shares; 2025Q4: 2,982 shares 2,982 $2.3M 0.01% +411 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,213 shares; 2024Q4: 15,262 shares; 2025Q1: 15,269 shares; 2025Q2: 15,840 shares; 2025Q3: 13,728 shares; 2025Q4: 14,707 shares 14,707 $2.3M 0.01% +979 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,927 shares; 2024Q4: 31,501 shares; 2025Q1: 32,292 shares; 2025Q2: 30,636 shares; 2025Q3: 29,553 shares; 2025Q4: 26,769 shares 26,769 $2.29M 0.01% -2,784 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,243 shares; 2025Q1: 4,229 shares; 2025Q2: 4,193 shares; 2025Q3: 4,056 shares; 2025Q4: 4,669 shares 4,669 $2.29M 0.01% +613 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: 62,207 shares; 2024Q4: 58,450 shares; 2025Q1: 56,142 shares; 2025Q2: 53,319 shares; 2025Q3: 46,338 shares; 2025Q4: 46,662 shares 46,662 $2.29M 0.01% +324 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: 11,902 shares; 2024Q4: 60,724 shares; 2025Q1: 59,838 shares; 2025Q2: 63,132 shares; 2025Q3: 88,898 shares; 2025Q4: 89,170 shares 89,170 $2.28M 0.01% +272 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,496 shares; 2024Q4: 9,680 shares; 2025Q1: 10,170 shares; 2025Q2: 10,019 shares; 2025Q3: 14,882 shares; 2025Q4: 14,137 shares 14,137 $2.27M 0.01% -745 Timeline