VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099,141 shares; 2024Q4: 2,201,021 shares; 2025Q1: 1,961,508 shares; 2025Q2: 1,922,926 shares; 2025Q3: 2,086,750 shares 2,086,750 $153M 8.58% +163,824 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196,615 shares; 2024Q4: 1,576,445 shares; 2025Q1: 1,783,960 shares; 2025Q2: 1,812,265 shares; 2025Q3: 1,759,947 shares 1,759,947 $138M 7.71% -52,318 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,251 shares; 2024Q4: 399,681 shares; 2025Q1: 397,911 shares; 2025Q2: 381,955 shares; 2025Q3: 374,223 shares 374,223 $95.3M 5.33% -7,732 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,749 shares; 2024Q4: 160,123 shares; 2025Q1: 166,497 shares; 2025Q2: 167,243 shares; 2025Q3: 155,552 shares 155,552 $80.6M 4.51% -11,691 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,296,401 shares; 2024Q4: 2,218,830 shares; 2025Q1: 2,940,400 shares; 2025Q2: 2,963,765 shares; 2025Q3: 3,080,742 shares 3,080,742 $79.6M 4.46% +116,977 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,705 shares; 2024Q4: 229,220 shares; 2025Q1: 249,445 shares; 2025Q2: 292,471 shares; 2025Q3: 280,074 shares 280,074 $68.1M 3.81% -12,397 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,145 shares; 2024Q4: 192,970 shares; 2025Q1: 205,515 shares; 2025Q2: 241,808 shares; 2025Q3: 242,298 shares 242,298 $53.2M 2.98% +490 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,972 shares; 2024Q4: 118,145 shares; 2025Q1: 273,429 shares; 2025Q2: 321,444 shares; 2025Q3: 278,008 shares 278,008 $51.9M 2.9% -43,436 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,526 shares; 2024Q4: 63,944 shares; 2025Q1: 62,052 shares; 2025Q2: 63,988 shares; 2025Q3: 61,323 shares 61,323 $45M 2.52% -2,665 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,389 shares; 2024Q4: 153,101 shares; 2025Q1: 150,873 shares; 2025Q2: 155,699 shares; 2025Q3: 133,153 shares 133,153 $43.9M 2.46% -22,546 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,593 shares; 2024Q4: 746,932 shares; 2025Q1: 683,397 shares; 2025Q2: 733,112 shares; 2025Q3: 832,918 shares 832,918 $38.9M 2.18% +99,806 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,969 shares; 2024Q4: 314,165 shares; 2025Q1: 346,396 shares; 2025Q2: 349,721 shares; 2025Q3: 358,259 shares 358,259 $27M 1.51% +8,538 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,856 shares; 2024Q4: 273,159 shares; 2025Q1: 275,537 shares; 2025Q2: 307,155 shares; 2025Q3: 298,162 shares 298,162 $26.6M 1.49% -8,993 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,154 shares; 2025Q1: 17,938 shares; 2025Q2: 27,619 shares; 2025Q3: 34,297 shares 34,297 $26.2M 1.46% +6,678 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,062 shares; 2024Q4: 44,696 shares; 2025Q1: 43,754 shares; 2025Q2: 43,432 shares; 2025Q3: 39,991 shares 39,991 $24.5M 1.37% -3,441 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,853 shares; 2024Q4: 81,119 shares; 2025Q1: 74,227 shares; 2025Q2: 65,311 shares; 2025Q3: 66,421 shares 66,421 $22.7M 1.27% +1,110 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,930 shares; 2025Q1: 26,444 shares; 2025Q2: 20,139 shares; 2025Q3: 17,657 shares 17,657 $20.6M 1.15% -2,482 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,993 shares; 2024Q4: 33,770 shares; 2025Q1: 33,996 shares; 2025Q2: 37,551 shares; 2025Q3: 35,578 shares 35,578 $17.3M 0.97% -1,973 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,186 shares; 2024Q4: 39,776 shares; 2025Q1: 31,337 shares; 2025Q2: 31,444 shares; 2025Q3: 35,515 shares 35,515 $17.2M 0.96% +4,071 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,295 shares; 2024Q4: 21,004 shares; 2025Q1: 18,237 shares; 2025Q2: 18,009 shares; 2025Q3: 18,576 shares 18,576 $17.2M 0.96% +567 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,362 shares; 2024Q4: 31,713 shares; 2025Q1: 32,870 shares; 2025Q2: 34,211 shares; 2025Q3: 48,250 shares 48,250 $16.7M 0.93% +14,039 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,804 shares; 2025Q3: 97,450 shares 97,450 $16.3M 0.91% +9,646 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,260 shares; 2024Q4: 42,016 shares; 2025Q1: 55,547 shares; 2025Q2: 56,317 shares; 2025Q3: 50,157 shares 50,157 $15.3M 0.86% -6,160 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,448 shares; 2024Q4: 531,828 shares; 2025Q1: 520,580 shares; 2025Q2: 503,000 shares; 2025Q3: 505,323 shares 505,323 $15.2M 0.85% +2,323 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,747 shares; 2024Q4: 76,096 shares; 2025Q1: 77,597 shares; 2025Q2: 76,757 shares; 2025Q3: 67,810 shares 67,810 $14.9M 0.83% -8,947 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,049 shares; 2024Q4: 106,167 shares; 2025Q1: 129,900 shares; 2025Q2: 134,427 shares; 2025Q3: 137,443 shares 137,443 $14.6M 0.82% +3,016 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,474 shares; 2024Q4: 47,624 shares; 2025Q1: 42,409 shares; 2025Q2: 42,443 shares; 2025Q3: 42,309 shares 42,309 $14.1M 0.79% -134 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,382 shares; 2024Q4: 76,302 shares; 2025Q1: 52,140 shares; 2025Q2: 51,076 shares; 2025Q3: 59,247 shares 59,247 $14M 0.79% +8,171 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 5,430 shares; 2025Q1: 14,844 shares; 2025Q2: 15,399 shares; 2025Q3: 14,463 shares 14,463 $13.8M 0.77% -936 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,560 shares; 2024Q4: 94,445 shares; 2025Q1: 94,348 shares; 2025Q2: 93,498 shares; 2025Q3: 95,212 shares 95,212 $13.8M 0.77% +1,714 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 4,377 shares; 2025Q1: 69,206 shares; 2025Q2: 78,737 shares; 2025Q3: 83,243 shares 83,243 $13.5M 0.76% +4,506 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,190 shares; 2024Q4: 221,913 shares; 2025Q1: 233,975 shares; 2025Q2: 286,246 shares; 2025Q3: 281,060 shares 281,060 $13M 0.73% -5,186 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,093 shares; 2024Q4: 71,449 shares; 2025Q1: 70,827 shares; 2025Q2: 70,680 shares; 2025Q3: 69,722 shares 69,722 $12.9M 0.72% -958 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,877 shares; 2024Q4: 148,398 shares; 2025Q1: 139,355 shares; 2025Q2: 139,320 shares; 2025Q3: 140,405 shares 140,405 $12.5M 0.7% +1,085 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,438 shares; 2024Q4: 34,324 shares; 2025Q1: 34,532 shares; 2025Q2: 34,415 shares; 2025Q3: 35,930 shares 35,930 $12.4M 0.7% +1,515 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,054 shares; 2024Q4: 100,762 shares; 2025Q1: 87,284 shares; 2025Q2: 85,472 shares; 2025Q3: 59,499 shares 59,499 $12.2M 0.68% -25,973 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,883 shares; 2024Q4: 40,616 shares; 2025Q1: 39,646 shares; 2025Q2: 38,208 shares; 2025Q3: 37,427 shares 37,427 $11.8M 0.66% -781 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,270 shares; 2024Q4: 67,138 shares; 2025Q1: 64,487 shares; 2025Q2: 60,971 shares; 2025Q3: 59,955 shares 59,955 $11.5M 0.65% -1,016 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,716 shares; 2024Q4: 14,202 shares; 2025Q1: 18,419 shares; 2025Q2: 20,546 shares; 2025Q3: 20,323 shares 20,323 $11.4M 0.64% -223 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,078 shares; 2024Q4: 137,526 shares; 2025Q1: 128,120 shares; 2025Q2: 127,026 shares; 2025Q3: 118,699 shares 118,699 $11.3M 0.63% -8,327 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,282 shares; 2024Q4: 129,300 shares; 2025Q1: 171,589 shares; 2025Q2: 177,818 shares; 2025Q3: 178,875 shares 178,875 $11.2M 0.63% +1,057 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,018 shares; 2024Q4: 28,305 shares; 2025Q1: 30,108 shares; 2025Q2: 30,877 shares; 2025Q3: 34,335 shares 34,335 $10.6M 0.6% +3,458 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 7,886 shares; 2025Q1: 20,102 shares; 2025Q2: 24,327 shares; 2025Q3: 29,243 shares 29,243 $10.3M 0.58% +4,916 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,238 shares; 2025Q3: 110,994 shares 110,994 $10.2M 0.57% +4,756 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,827 shares; 2024Q4: 27,947 shares; 2025Q1: 29,877 shares; 2025Q2: 30,542 shares; 2025Q3: 30,747 shares 30,747 $10.1M 0.56% +205 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,664 shares; 2024Q4: 10,582 shares; 2025Q1: 20,676 shares; 2025Q2: 19,473 shares; 2025Q3: 17,718 shares 17,718 $9.69M 0.54% -1,755 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 5,712 shares; 2025Q1: 6,532 shares; 2025Q2: 8,258 shares; 2025Q3: 19,311 shares 19,311 $9.53M 0.53% +11,053 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,399 shares; 2024Q4: 64,400 shares; 2025Q1: 70,992 shares; 2025Q2: 80,480 shares; 2025Q3: 85,609 shares 85,609 $8.95M 0.5% +5,129 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,339 shares; 2024Q4: 37,173 shares; 2025Q1: 33,439 shares; 2025Q2: 34,039 shares; 2025Q3: 37,615 shares 37,615 $8.87M 0.5% +3,576 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,476 shares; 2024Q4: 35,891 shares; 2025Q1: 41,133 shares; 2025Q2: 43,832 shares; 2025Q3: 47,192 shares 47,192 $8.8M 0.49% +3,360 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,639 shares; 2025Q1: 60,024 shares; 2025Q2: 63,653 shares; 2025Q3: 57,578 shares 57,578 $8.39M 0.47% -6,075 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,002 shares; 2024Q4: 12,846 shares; 2025Q1: 182,116 shares; 2025Q2: 159,720 shares; 2025Q3: 150,062 shares 150,062 $7.74M 0.43% -9,658 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,089 shares; 2024Q4: 19,442 shares; 2025Q1: 19,753 shares; 2025Q2: 18,606 shares; 2025Q3: 18,786 shares 18,786 $7.61M 0.43% +180 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,228 shares; 2024Q4: 74,516 shares; 2025Q1: 62,110 shares; 2025Q2: 56,663 shares; 2025Q3: 48,257 shares 48,257 $7.06M 0.4% -8,406 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,350 shares; 2024Q4: 36,446 shares; 2025Q1: 23,830 shares; 2025Q2: 22,693 shares; 2025Q3: 27,587 shares 27,587 $6.8M 0.38% +4,894 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,268 shares; 2024Q4: 20,942 shares; 2025Q1: 25,726 shares; 2025Q2: 27,813 shares; 2025Q3: 27,705 shares 27,705 $6.75M 0.38% -108 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,276 shares; 2024Q4: 30,397 shares; 2025Q1: 15,547 shares; 2025Q2: 13,007 shares; 2025Q3: 13,363 shares 13,363 $6.66M 0.37% +356 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,773 shares; 2025Q2: 11,420 shares; 2025Q3: 9,742 shares 9,742 $6.33M 0.35% -1,678 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 3,984 shares; 2025Q1: 7,436 shares; 2025Q2: 9,316 shares; 2025Q3: 11,001 shares 11,001 $6.26M 0.35% +1,685 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,305 shares; 2025Q2: 65,131 shares; 2025Q3: 59,923 shares 59,923 $5.87M 0.33% -5,208 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,099 shares; 2025Q1: 1,499 shares; 2025Q2: 1,385 shares; 2025Q3: 45,362 shares 45,362 $5.85M 0.33% +43,977 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,991 shares; 2024Q4: 20,312 shares; 2025Q1: 20,659 shares; 2025Q2: 20,631 shares; 2025Q3: 21,051 shares 21,051 $5.77M 0.32% +420 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,411 shares; 2024Q4: 36,777 shares; 2025Q1: 37,702 shares; 2025Q2: 36,959 shares; 2025Q3: 34,011 shares 34,011 $5.73M 0.32% -2,948 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,798 shares; 2024Q4: 10,452 shares; 2025Q1: 10,219 shares; 2025Q2: 10,091 shares; 2025Q3: 10,174 shares 10,174 $5.08M 0.28% +83 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,326 shares; 2025Q2: 8,556 shares; 2025Q3: 8,879 shares 8,879 $5.02M 0.28% +323 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,209 shares; 2024Q4: 60,710 shares; 2025Q1: 60,560 shares; 2025Q2: 60,782 shares; 2025Q3: 60,782 shares 60,782 $4.86M 0.27% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,478 shares; 2024Q4: 52,188 shares; 2025Q1: 48,510 shares; 2025Q2: 50,074 shares; 2025Q3: 46,608 shares 46,608 $4.8M 0.27% -3,466 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,413 shares; 2024Q4: 4,879 shares; 2025Q1: 5,068 shares; 2025Q2: 5,279 shares; 2025Q3: 6,094 shares 6,094 $4.77M 0.27% +815 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,826 shares; 2024Q4: 69,346 shares; 2025Q1: 74,852 shares; 2025Q2: 71,403 shares; 2025Q3: 70,044 shares 70,044 $4.71M 0.26% -1,359 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 5,093 shares; 2025Q1: 5,586 shares; 2025Q2: 6,061 shares; 2025Q3: 6,013 shares 6,013 $4.56M 0.26% -48 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,180 shares; 2024Q4: 73,339 shares; 2025Q1: 54,779 shares; 2025Q2: 47,229 shares; 2025Q3: 53,558 shares 53,558 $4.5M 0.25% +6,329 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,769 shares; 2025Q1: 3,881 shares; 2025Q2: 3,829 shares; 2025Q3: 3,407 shares 3,407 $4.49M 0.25% -422 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,323 shares; 2025Q1: 8,516 shares; 2025Q2: 11,546 shares; 2025Q3: 6,880 shares 6,880 $4.4M 0.25% -4,666 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,447 shares; 2024Q4: 87,779 shares; 2025Q1: 80,286 shares; 2025Q2: 82,779 shares; 2025Q3: 98,265 shares 98,265 $4.33M 0.24% +15,486 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,875 shares; 2024Q4: 27,554 shares; 2025Q1: 28,728 shares; 2025Q2: 28,839 shares; 2025Q3: 30,529 shares 30,529 $4.29M 0.24% +1,690 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,218 shares; 2024Q4: 32,329 shares; 2025Q1: 35,291 shares; 2025Q2: 36,459 shares; 2025Q3: 36,201 shares 36,201 $4.08M 0.23% -258 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,509 shares; 2025Q1: 5,159 shares; 2025Q2: 5,976 shares; 2025Q3: 6,110 shares 6,110 $4.07M 0.23% +134 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,278 shares; 2024Q4: 30,535 shares; 2025Q1: 35,497 shares; 2025Q2: 29,081 shares; 2025Q3: 23,813 shares 23,813 $4.07M 0.23% -5,268 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,188 shares; 2024Q4: 12,368 shares; 2025Q1: 12,687 shares; 2025Q2: 13,388 shares; 2025Q3: 13,284 shares 13,284 $4.04M 0.23% -104 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 9,415 shares; 2025Q1: 8,209 shares; 2025Q2: 7,756 shares; 2025Q3: 8,784 shares 8,784 $3.93M 0.22% +1,028 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,258 shares; 2024Q4: 14,187 shares; 2025Q1: 13,514 shares; 2025Q2: 13,143 shares; 2025Q3: 13,514 shares 13,514 $3.81M 0.21% +371 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,434 shares; 2024Q4: 24,065 shares; 2025Q1: 26,181 shares; 2025Q2: 25,517 shares; 2025Q3: 24,479 shares 24,479 $3.76M 0.21% -1,038 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,952 shares; 2024Q4: 80,732 shares; 2025Q1: 77,645 shares; 2025Q2: 77,263 shares; 2025Q3: 86,199 shares 86,199 $3.69M 0.21% +8,936 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,613 shares; 2024Q4: 9,959 shares; 2025Q1: 14,339 shares; 2025Q2: 14,435 shares; 2025Q3: 15,212 shares 15,212 $3.6M 0.2% +777 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 6,210 shares; 2025Q1: 4,355 shares; 2025Q2: 3,593 shares; 2025Q3: 3,895 shares 3,895 $3.58M 0.2% +302 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 2,322 shares 2,322 $3.47M 0.19% +2,195 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,302 shares; 2024Q4: 8,903 shares; 2025Q1: 8,652 shares; 2025Q2: 7,576 shares; 2025Q3: 17,069 shares 17,069 $3.44M 0.19% +9,493 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 383 shares; 2025Q1: 2,483 shares; 2025Q2: 2,851 shares; 2025Q3: 2,854 shares 2,854 $3.42M 0.19% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,823 shares; 2024Q4: 30,485 shares; 2025Q1: 29,269 shares; 2025Q2: 31,661 shares; 2025Q3: 34,832 shares 34,832 $3.41M 0.19% +3,171 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,751 shares; 2024Q4: 110,602 shares; 2025Q1: 63,291 shares; 2025Q2: 77,491 shares; 2025Q3: 66,910 shares 66,910 $3.35M 0.19% -10,581 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,082 shares; 2024Q4: 24,677 shares; 2025Q1: 20,364 shares; 2025Q2: 17,549 shares; 2025Q3: 10,806 shares 10,806 $3.22M 0.18% -6,743 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,207 shares; 2024Q4: 56,215 shares; 2025Q1: 45,409 shares; 2025Q2: 44,004 shares; 2025Q3: 46,904 shares 46,904 $3.21M 0.18% +2,900 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,680 shares; 2024Q4: 6,905 shares; 2025Q1: 6,848 shares; 2025Q2: 6,656 shares; 2025Q3: 6,638 shares 6,638 $3.18M 0.18% -18 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,679 shares; 2024Q4: 28,573 shares; 2025Q1: 21,420 shares; 2025Q2: 21,442 shares; 2025Q3: 23,236 shares 23,236 $3.11M 0.17% +1,794 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,012 shares; 2024Q4: 22,029 shares; 2025Q1: 25,753 shares; 2025Q2: 28,317 shares; 2025Q3: 32,422 shares 32,422 $3.08M 0.17% +4,105 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,905 shares; 2025Q2: 23,920 shares; 2025Q3: 25,360 shares 25,360 $3.08M 0.17% +1,440 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 6,996 shares; 2025Q1: 6,956 shares; 2025Q2: 6,835 shares; 2025Q3: 6,758 shares 6,758 $3.01M 0.17% -77 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,890 shares; 2025Q2: 5,976 shares; 2025Q3: 7,364 shares 7,364 $2.88M 0.16% +1,388 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,680 shares; 2024Q4: 11,790 shares; 2025Q1: 11,571 shares; 2025Q2: 12,425 shares; 2025Q3: 12,784 shares 12,784 $2.82M 0.16% +359 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 5,379 shares; 2025Q1: 5,631 shares; 2025Q2: 5,529 shares; 2025Q3: 5,601 shares 5,601 $2.82M 0.16% +72 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,698 shares; 2024Q4: 37,480 shares; 2025Q1: 53,564 shares; 2025Q2: 85,772 shares; 2025Q3: 89,793 shares 89,793 $2.77M 0.16% +4,021 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,882 shares; 2024Q4: 51,885 shares; 2025Q1: 45,811 shares; 2025Q2: 49,335 shares; 2025Q3: 55,682 shares 55,682 $2.75M 0.15% +6,347 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,461 shares; 2024Q4: 11,018 shares; 2025Q1: 12,502 shares; 2025Q2: 22,132 shares; 2025Q3: 22,925 shares 22,925 $2.75M 0.15% +793 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,675 shares; 2024Q4: 54,267 shares; 2025Q1: 46,796 shares; 2025Q2: 46,391 shares; 2025Q3: 41,619 shares 41,619 $2.72M 0.15% -4,772 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,542 shares; 2024Q4: 24,570 shares; 2025Q1: 14,718 shares; 2025Q2: 14,594 shares; 2025Q3: 21,755 shares 21,755 $2.59M 0.14% +7,161 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,861 shares; 2024Q4: 5,907 shares; 2025Q1: 6,349 shares; 2025Q2: 6,187 shares; 2025Q3: 3,849 shares 3,849 $2.58M 0.14% -2,338 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,044 shares; 2024Q4: 39,303 shares; 2025Q1: 29,535 shares; 2025Q2: 29,071 shares; 2025Q3: 30,005 shares 30,005 $2.47M 0.14% +934 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,380 shares; 2024Q4: 21,803 shares; 2025Q1: 19,921 shares; 2025Q2: 21,275 shares; 2025Q3: 26,685 shares 26,685 $2.44M 0.14% +5,410 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,843 shares; 2024Q4: 18,389 shares; 2025Q1: 27,475 shares; 2025Q2: 32,383 shares; 2025Q3: 29,542 shares 29,542 $2.42M 0.14% -2,841 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,368 shares; 2024Q4: 15,838 shares; 2025Q1: 11,243 shares; 2025Q2: 8,804 shares; 2025Q3: 8,736 shares 8,736 $2.39M 0.13% -68 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,802 shares; 2024Q4: 46,075 shares; 2025Q1: 46,476 shares; 2025Q2: 46,293 shares; 2025Q3: 27,683 shares 27,683 $2.32M 0.13% -18,610 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,235 shares; 2024Q4: 10,313 shares; 2025Q1: 8,974 shares; 2025Q2: 10,112 shares; 2025Q3: 8,363 shares 8,363 $2.26M 0.13% -1,749 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,889 shares; 2025Q1: 3,296 shares; 2025Q2: 3,359 shares; 2025Q3: 3,265 shares 3,265 $2.23M 0.12% -94 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,152 shares; 2024Q4: 13,130 shares; 2025Q1: 11,891 shares; 2025Q2: 12,066 shares; 2025Q3: 12,639 shares 12,639 $2.21M 0.12% +573 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,668 shares; 2024Q4: 18,404 shares; 2025Q1: 14,714 shares; 2025Q2: 7,543 shares; 2025Q3: 7,614 shares 7,614 $2.15M 0.12% +71 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 4,398 shares; 2025Q1: 4,257 shares; 2025Q2: 4,283 shares; 2025Q3: 4,283 shares 4,283 $2.04M 0.11% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 4,928 shares; 2025Q1: 5,334 shares; 2025Q2: 5,286 shares; 2025Q3: 5,008 shares 5,008 $2.02M 0.11% -278 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 3,999 shares; 2025Q1: 7,417 shares; 2025Q2: 7,379 shares; 2025Q3: 7,185 shares 7,185 $2.02M 0.11% -194 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,978 shares; 2024Q4: 113,407 shares; 2025Q1: 29,155 shares; 2025Q2: 19,501 shares; 2025Q3: 21,318 shares 21,318 $2.01M 0.11% +1,817 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,916 shares; 2024Q4: 18,123 shares; 2025Q1: 17,772 shares; 2025Q2: 18,959 shares; 2025Q3: 21,155 shares 21,155 $1.88M 0.1% +2,196 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,332 shares; 2024Q4: 7,487 shares; 2025Q1: 7,875 shares; 2025Q2: 8,705 shares; 2025Q3: 7,506 shares 7,506 $1.84M 0.1% -1,199 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,940 shares; 2024Q4: 26,275 shares; 2025Q1: 26,297 shares; 2025Q2: 25,990 shares; 2025Q3: 25,940 shares 25,940 $1.76M 0.1% -50 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,227 shares; 2024Q4: 7,912 shares; 2025Q1: 7,572 shares; 2025Q2: 7,752 shares; 2025Q3: 7,524 shares 7,524 $1.74M 0.1% -228 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 2,508 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,873 shares 2,873 $1.73M 0.1% +593 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,726 shares; 2024Q4: 9,573 shares; 2025Q1: 12,289 shares; 2025Q2: 13,244 shares; 2025Q3: 14,677 shares 14,677 $1.68M 0.09% +1,433 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,298 shares; 2024Q4: 19,517 shares; 2025Q1: 23,445 shares; 2025Q2: 26,160 shares; 2025Q3: 29,203 shares 29,203 $1.67M 0.09% +3,043 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,930 shares; 2024Q4: 49,740 shares; 2025Q1: 51,550 shares; 2025Q2: 52,142 shares; 2025Q3: 52,776 shares 52,776 $1.66M 0.09% +634 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,042 shares; 2024Q4: 6,547 shares; 2025Q1: 4,796 shares; 2025Q2: 4,164 shares; 2025Q3: 6,226 shares 6,226 $1.64M 0.09% +2,062 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,617 shares; 2024Q4: 20,084 shares; 2025Q1: 15,382 shares; 2025Q2: 13,098 shares; 2025Q3: 14,087 shares 14,087 $1.61M 0.09% +989 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,576 shares; 2024Q4: 32,041 shares; 2025Q1: 24,882 shares; 2025Q2: 21,243 shares; 2025Q3: 31,024 shares 31,024 $1.59M 0.09% +9,781 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,266 shares; 2024Q4: 111,041 shares; 2025Q1: 75,571 shares; 2025Q2: 17,738 shares; 2025Q3: 17,994 shares 17,994 $1.57M 0.09% +256 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,486 shares; 2024Q4: 35,140 shares; 2025Q1: 35,251 shares; 2025Q2: 35,055 shares; 2025Q3: 34,262 shares 34,262 $1.55M 0.09% -793 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.08% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,560 shares; 2024Q4: 11,127 shares; 2025Q1: 10,418 shares; 2025Q2: 9,418 shares; 2025Q3: 9,418 shares 9,418 $1.49M 0.08% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,488 shares; 2024Q4: 13,059 shares; 2025Q1: 10,006 shares; 2025Q2: 10,007 shares; 2025Q3: 12,141 shares 12,141 $1.44M 0.08% +2,134 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,081 shares; 2024Q4: 38,860 shares; 2025Q1: 38,022 shares; 2025Q2: 38,022 shares; 2025Q3: 36,795 shares 36,795 $1.42M 0.08% -1,227 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,509 shares; 2024Q4: 16,550 shares; 2025Q1: 15,380 shares; 2025Q2: 15,168 shares; 2025Q3: 15,145 shares 15,145 $1.41M 0.08% -23 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 9,646 shares; 2025Q1: 10,713 shares; 2025Q2: 11,046 shares; 2025Q3: 11,374 shares 11,374 $1.39M 0.08% +328 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,048 shares; 2024Q4: 15,819 shares; 2025Q1: 14,610 shares; 2025Q2: 28,372 shares; 2025Q3: 28,256 shares 28,256 $1.39M 0.08% -116 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,656 shares; 2024Q4: 3,698 shares; 2025Q1: 3,698 shares; 2025Q2: 4,492 shares; 2025Q3: 4,492 shares 4,492 $1.35M 0.08% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares 5,250 $1.35M 0.08% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,383 shares; 2024Q4: 16,657 shares; 2025Q1: 17,156 shares; 2025Q2: 8,995 shares; 2025Q3: 8,591 shares 8,591 $1.33M 0.07% -404 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,045 shares; 2024Q4: 85,725 shares; 2025Q1: 35,217 shares; 2025Q2: 7,759 shares; 2025Q3: 9,029 shares 9,029 $1.26M 0.07% +1,270 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares 3,354 $1.26M 0.07% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,239 shares; 2024Q4: 6,687 shares; 2025Q1: 6,117 shares; 2025Q2: 19,987 shares; 2025Q3: 13,254 shares 13,254 $1.25M 0.07% -6,733 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,119 shares; 2024Q4: 142,711 shares; 2025Q1: 28,183 shares; 2025Q2: 15,714 shares; 2025Q3: 15,396 shares 15,396 $1.21M 0.07% -318 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,945 shares; 2024Q4: 19,587 shares; 2025Q1: 7,909 shares; 2025Q2: 6,888 shares; 2025Q3: 9,319 shares 9,319 $1.2M 0.07% +2,431 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,834 shares; 2025Q1: 3,209 shares; 2025Q2: 3,263 shares; 2025Q3: 3,362 shares 3,362 $1.17M 0.07% +99 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,475 shares; 2024Q4: 21,426 shares; 2025Q1: 20,585 shares; 2025Q2: 18,914 shares; 2025Q3: 20,607 shares 20,607 $1.11M 0.06% +1,693 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,063 shares; 2025Q1: 4,269 shares; 2025Q2: 4,269 shares; 2025Q3: 4,279 shares 4,279 $1.08M 0.06% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,411 shares; 2024Q4: 12,810 shares; 2025Q1: 13,256 shares; 2025Q2: 19,498 shares; 2025Q3: 15,867 shares 15,867 $1.05M 0.06% -3,631 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,741 shares; 2024Q4: 5,246 shares; 2025Q1: 5,250 shares; 2025Q2: 5,197 shares; 2025Q3: 5,197 shares 5,197 $1.02M 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 2,952 shares; 2025Q1: 3,148 shares; 2025Q2: 3,043 shares; 2025Q3: 3,043 shares 3,043 $1M 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,205 shares; 2024Q4: 8,421 shares; 2025Q1: 7,785 shares; 2025Q2: 5,724 shares; 2025Q3: 5,719 shares 5,719 $969K 0.05% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,107 shares; 2024Q4: 57,258 shares; 2025Q1: 12,649 shares; 2025Q2: 5,494 shares; 2025Q3: 4,584 shares 4,584 $965K 0.05% -910 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,173 shares; 2024Q4: 34,908 shares; 2025Q1: 30,876 shares; 2025Q2: 32,554 shares; 2025Q3: 34,034 shares 34,034 $964K 0.05% +1,480 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,561 shares; 2024Q4: 38,872 shares; 2025Q1: 40,641 shares; 2025Q2: 40,473 shares; 2025Q3: 20,842 shares 20,842 $916K 0.05% -19,631 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,876 shares; 2024Q4: 15,546 shares; 2025Q1: 10,314 shares; 2025Q2: 9,510 shares; 2025Q3: 9,398 shares 9,398 $907K 0.05% -112 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,833 shares; 2024Q4: 44,543 shares; 2025Q1: 26,540 shares; 2025Q2: 15,274 shares; 2025Q3: 14,543 shares 14,543 $871K 0.05% -731 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,154 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares 2,090 $866K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,090 shares; 2024Q4: 10,599 shares; 2025Q1: 8,183 shares; 2025Q2: 7,585 shares; 2025Q3: 7,230 shares 7,230 $828K 0.05% -355 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,521 shares; 2025Q1: 4,869 shares; 2025Q2: 4,870 shares; 2025Q3: 4,844 shares 4,844 $811K 0.05% -26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,289 shares; 2024Q4: 18,958 shares; 2025Q1: 13,032 shares; 2025Q2: 14,456 shares; 2025Q3: 17,290 shares 17,290 $809K 0.05% +2,834 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 4,661 shares; 2025Q1: 4,661 shares; 2025Q2: 5,208 shares; 2025Q3: 5,225 shares 5,225 $796K 0.04% +17 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 3,860 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares 3,860 $792K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,523 shares; 2024Q4: 12,676 shares; 2025Q1: 10,523 shares; 2025Q2: 10,523 shares; 2025Q3: 10,523 shares 10,523 $751K 0.04% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,514 shares; 2024Q4: 23,527 shares; 2025Q1: 22,090 shares; 2025Q2: 20,090 shares; 2025Q3: 20,195 shares 20,195 $750K 0.04% +105 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 10,847 shares; 2025Q1: 11,062 shares; 2025Q2: 10,855 shares; 2025Q3: 10,852 shares 10,852 $739K 0.04% -3 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,123 shares; 2025Q1: 2,120 shares; 2025Q2: 2,014 shares; 2025Q3: 1,995 shares 1,995 $737K 0.04% -19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,907 shares; 2025Q1: 2,540 shares; 2025Q2: 2,591 shares; 2025Q3: 2,591 shares 2,591 $731K 0.04% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,550 shares; 2025Q2: 1,590 shares; 2025Q3: 1,538 shares 1,538 $731K 0.04% -52 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 543 shares; 2025Q1: 485 shares; 2025Q2: 6,705 shares; 2025Q3: 6,652 shares 6,652 $717K 0.04% -53 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 5,739 shares; 2025Q1: 6,146 shares; 2025Q2: 8,664 shares; 2025Q3: 8,435 shares 8,435 $714K 0.04% -229 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: 4,500 shares; 2025Q1: 4,432 shares; 2025Q2: 4,127 shares; 2025Q3: 3,812 shares 3,812 $713K 0.04% -315 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: 3,981 shares; 2025Q1: 3,862 shares; 2025Q2: 3,735 shares; 2025Q3: 3,519 shares 3,519 $707K 0.04% -216 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,943 shares; 2024Q4: 6,739 shares; 2025Q1: 6,341 shares; 2025Q2: 6,203 shares; 2025Q3: 6,048 shares 6,048 $689K 0.04% -155 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,210 shares; 2024Q4: 13,731 shares; 2025Q1: 13,367 shares; 2025Q2: 13,452 shares; 2025Q3: 10,295 shares 10,295 $680K 0.04% -3,157 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,736 shares; 2025Q1: 2,811 shares; 2025Q2: 2,704 shares; 2025Q3: 2,201 shares 2,201 $662K 0.04% -503 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,097 shares; 2024Q4: 9,054 shares; 2025Q1: 9,469 shares; 2025Q2: 11,190 shares; 2025Q3: 11,190 shares 11,190 $659K 0.04% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 4,962 shares; 2025Q1: 4,532 shares; 2025Q2: 4,535 shares; 2025Q3: 4,519 shares 4,519 $644K 0.04% -16 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 4,582 shares; 2025Q1: 4,411 shares; 2025Q2: 4,411 shares; 2025Q3: 4,386 shares 4,386 $639K 0.04% -25 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 11,886 shares; 2025Q1: 11,886 shares; 2025Q2: 11,616 shares; 2025Q3: 11,616 shares 11,616 $626K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 4,351 shares; 2025Q1: 3,765 shares; 2025Q2: 2,790 shares; 2025Q3: 2,786 shares 2,786 $582K 0.03% -4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,244 shares; 2024Q4: 11,907 shares; 2025Q1: 17,372 shares; 2025Q2: 17,329 shares; 2025Q3: 19,350 shares 19,350 $546K 0.03% +2,021 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 8,049 shares; 2025Q1: 7,606 shares; 2025Q2: 1,729 shares; 2025Q3: 1,611 shares 1,611 $515K 0.03% -118 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 3,920 shares; 2025Q1: 3,663 shares; 2025Q2: 3,866 shares; 2025Q3: 4,089 shares 4,089 $515K 0.03% +223 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,607 shares; 2025Q1: 1,305 shares; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares 2,356 $501K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,656 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,659 shares 1,659 $487K 0.03% +1 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,790 shares; 2025Q1: 4,626 shares; 2025Q2: 5,867 shares; 2025Q3: 5,867 shares 5,867 $485K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,648 shares; 2025Q1: 2,493 shares; 2025Q2: 2,533 shares; 2025Q3: 2,231 shares 2,231 $481K 0.03% -302 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 6,094 shares; 2025Q1: 5,968 shares; 2025Q2: 5,674 shares; 2025Q3: 5,674 shares 5,674 $476K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 3,793 shares; 2025Q1: 3,809 shares; 2025Q2: 3,739 shares; 2025Q3: 3,922 shares 3,922 $473K 0.03% +183 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 737 shares; 2025Q2: 976 shares; 2025Q3: 1,330 shares 1,330 $473K 0.03% +354 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 374 shares; 2025Q3: 609 shares 609 $470K 0.03% +235 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,695 shares; 2025Q1: 1,627 shares; 2025Q2: 1,627 shares; 2025Q3: 1,568 shares 1,568 $438K 0.02% -59 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,201 shares; 2025Q1: 3,205 shares; 2025Q2: 3,210 shares; 2025Q3: 3,215 shares 3,215 $437K 0.02% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,966 shares; 2025Q1: 24,304 shares; 2025Q2: 9,939 shares; 2025Q3: 5,877 shares 5,877 $437K 0.02% -4,062 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 1,311 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares 1,274 $434K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares 2,703 $424K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,340 shares; 2025Q1: 4,751 shares; 2025Q2: 4,751 shares; 2025Q3: 4,351 shares 4,351 $412K 0.02% -400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 1,785 shares; 2025Q3: 1,577 shares 1,577 $411K 0.02% -208 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,448 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares 1,448 $409K 0.02% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,578 shares; 2024Q4: 11,222 shares; 2025Q1: 11,222 shares; 2025Q2: 11,222 shares; 2025Q3: 11,222 shares 11,222 $408K 0.02% 0 Timeline SPHD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,694 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 8,174 shares 8,174 $404K 0.02% -792 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 7,604 shares; 2025Q1: 5,871 shares; 2025Q2: 4,799 shares; 2025Q3: 4,585 shares 4,585 $400K 0.02% -214 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,471 shares; 2025Q1: 2,473 shares; 2025Q2: 2,480 shares; 2025Q3: 2,487 shares 2,487 $395K 0.02% +7 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,833 shares; 2025Q1: 1,836 shares; 2025Q2: 963 shares; 2025Q3: 1,335 shares 1,335 $392K 0.02% +372 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,077 shares; 2025Q1: 2,096 shares; 2025Q2: 2,018 shares; 2025Q3: 2,005 shares 2,005 $390K 0.02% -13 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 12,004 shares; 2025Q1: 4,378 shares; 2025Q2: 1,852 shares; 2025Q3: 1,604 shares 1,604 $384K 0.02% -248 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 4,555 shares; 2025Q1: 4,187 shares; 2025Q2: 1,407 shares; 2025Q3: 1,510 shares 1,510 $384K 0.02% +103 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 1,947 shares; 2025Q1: 1,948 shares; 2025Q2: 803 shares; 2025Q3: 803 shares 803 $376K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares 1,203 $370K 0.02% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,486 shares; 2025Q1: 3,486 shares; 2025Q2: 3,486 shares; 2025Q3: 3,486 shares 3,486 $366K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 714 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 482 shares 482 $360K 0.02% -219 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 4,127 shares; 2025Q1: 4,051 shares; 2025Q2: 4,065 shares; 2025Q3: 2,517 shares 2,517 $355K 0.02% -1,548 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,052 shares; 2025Q3: 1,944 shares 1,944 $355K 0.02% -108 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,303 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares 1,328 $346K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 2,883 shares; 2025Q1: 2,693 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares 2,613 $343K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,555 shares; 2025Q1: 1,544 shares; 2025Q2: 1,548 shares; 2025Q3: 1,553 shares 1,553 $333K 0.02% +5 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,930 shares; 2025Q2: 2,105 shares; 2025Q3: 1,962 shares 1,962 $326K 0.02% -143 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75 $322K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 3,364 shares; 2025Q1: 3,105 shares; 2025Q2: 2,883 shares; 2025Q3: 2,594 shares 2,594 $321K 0.02% -289 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,938 shares; 2025Q1: not reported; 2025Q2: 2,478 shares; 2025Q3: 2,656 shares 2,656 $320K 0.02% +178 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 3,520 shares; 2025Q1: 3,522 shares; 2025Q2: 3,522 shares; 2025Q3: 1,477 shares 1,477 $319K 0.02% -2,045 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,100 shares 2,100 $312K 0.02% -30 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 4,509 shares; 2025Q1: 3,502 shares; 2025Q2: 2,022 shares; 2025Q3: 2,016 shares 2,016 $311K 0.02% -6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares 720 $304K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,429 shares; 2025Q2: 8,966 shares; 2025Q3: 8,829 shares 8,829 $296K 0.02% -137 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 2,951 shares; 2025Q1: 2,951 shares; 2025Q2: 2,951 shares; 2025Q3: 2,951 shares 2,951 $294K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 785 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares 628 $287K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 804 shares; 2025Q1: 726 shares; 2025Q2: 702 shares; 2025Q3: 467 shares 467 $287K 0.02% -235 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 10,446 shares; 2025Q1: 10,647 shares; 2025Q2: 10,306 shares; 2025Q3: 10,491 shares 10,491 $286K 0.02% +185 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,443 shares; 2025Q1: 1,402 shares; 2025Q2: 1,436 shares; 2025Q3: 1,503 shares 1,503 $281K 0.02% +67 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,023 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares 2,060 $279K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,079 shares; 2025Q1: 3,036 shares; 2025Q2: 2,238 shares; 2025Q3: 2,140 shares 2,140 $271K 0.02% -98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,444 shares; 2025Q3: 3,603 shares 3,603 $262K 0.01% +159 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,169 shares; 2025Q1: 3,163 shares; 2025Q2: 3,163 shares; 2025Q3: 3,138 shares 3,138 $262K 0.01% -25 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: not reported; 2025Q1: 1,621 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares 1,686 $262K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 46 shares; 2025Q3: 46 shares 46 $250K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,915 shares; 2025Q1: 2,918 shares; 2025Q2: 2,923 shares; 2025Q3: 2,928 shares 2,928 $246K 0.01% +5 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 778 shares 778 $243K 0.01% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,553 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,567 shares; 2025Q3: 7,573 shares 7,573 $239K 0.01% +6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,735 shares 1,735 $232K 0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 1,823 shares; 2025Q1: 1,923 shares; 2025Q2: 1,923 shares; 2025Q3: 1,923 shares 1,923 $227K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 283 shares; 2025Q3: 283 shares 283 $225K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,200 shares; 2025Q2: 4,845 shares; 2025Q3: 4,845 shares 4,845 $218K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 845 shares; 2025Q1: 865 shares; 2025Q2: 756 shares; 2025Q3: 742 shares 742 $218K 0.01% -14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435 shares; 2025Q3: 435 shares 435 $217K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,427 shares 1,427 $217K 0.01% -17 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,621 shares; 2025Q1: 9,624 shares; 2025Q2: 8,662 shares; 2025Q3: 8,174 shares 8,174 $215K 0.01% -488 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 1,272 shares; 2025Q1: not reported; 2025Q2: 617 shares; 2025Q3: 526 shares 526 $212K 0.01% -91 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,179 shares; 2025Q2: not reported; 2025Q3: 5,229 shares 5,229 $209K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 354 shares; 2025Q1: not reported; 2025Q2: 354 shares; 2025Q3: 348 shares 348 $207K 0.01% -6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,277 shares 1,277 $207K 0.01% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,256 shares 2,256 $202K 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,419 shares 1,419 $202K 0.01% new Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $165K 0.01% 0 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,083 shares; 2024Q4: 33,083 shares; 2025Q1: 33,441 shares; 2025Q2: 33,800 shares; 2025Q3: 21,794 shares 21,794 $155K 0.01% -12,006 Timeline EU ENCORE ENERGY CORP More: the full row for ENCORE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,200 shares; 2024Q4: 15,205 shares; 2025Q1: 15,205 shares; 2025Q2: 15,205 shares; 2025Q3: 15,205 shares 15,205 $48.8K <0.01% 0 Timeline HYPR HYPERFINE INC More: the full row for HYPERFINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,752 shares; 2025Q2: 10,752 shares; 2025Q3: 10,752 shares 10,752 $15.6K <0.01% 0 Timeline