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: 572,866 shares; 2024Q4: 547,506 shares; 2025Q1: 522,843 shares; 2025Q2: 491,980 shares; 2025Q3: 454,024 shares 454,024 $150M 3.23% -37,956 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: 306,002 shares; 2024Q4: 301,265 shares; 2025Q1: 300,791 shares; 2025Q2: 298,104 shares; 2025Q3: 285,060 shares 285,060 $148M 3.19% -13,044 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: 558,361 shares; 2024Q4: 538,854 shares; 2025Q1: 526,047 shares; 2025Q2: 522,165 shares; 2025Q3: 489,853 shares 489,853 $138M 2.97% -32,312 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: 366,130 shares; 2024Q4: 360,868 shares; 2025Q1: 352,291 shares; 2025Q2: 349,640 shares; 2025Q3: 340,719 shares 340,719 $107M 2.32% -8,921 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: 62,110 shares; 2024Q4: 625,689 shares; 2025Q1: 619,734 shares; 2025Q2: 620,609 shares; 2025Q3: 611,996 shares 611,996 $81.9M 1.77% -8,613 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: 256,812 shares; 2024Q4: 252,129 shares; 2025Q1: 242,933 shares; 2025Q2: 241,397 shares; 2025Q3: 238,474 shares 238,474 $79.2M 1.71% -2,923 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: 354,292 shares; 2024Q4: 354,487 shares; 2025Q1: 344,254 shares; 2025Q2: 345,267 shares; 2025Q3: 336,464 shares 336,464 $77.9M 1.68% -8,803 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: 169,674 shares; 2024Q4: 168,783 shares; 2025Q1: 162,433 shares; 2025Q2: 157,463 shares; 2025Q3: 153,590 shares 153,590 $70.2M 1.52% -3,873 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: 383,764 shares; 2024Q4: 766,424 shares; 2025Q1: 759,887 shares; 2025Q2: 730,702 shares; 2025Q3: 725,026 shares 725,026 $67.6M 1.46% -5,676 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: 200,838 shares; 2024Q4: 190,408 shares; 2025Q1: 184,646 shares; 2025Q2: 183,774 shares; 2025Q3: 180,355 shares 180,355 $67.5M 1.46% -3,419 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: 85,639 shares; 2024Q4: 86,393 shares; 2025Q1: 87,175 shares; 2025Q2: 86,206 shares; 2025Q3: 83,503 shares 83,503 $66.5M 1.43% -2,703 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: 955,854 shares; 2024Q4: 955,861 shares; 2025Q1: 951,173 shares; 2025Q2: 933,001 shares; 2025Q3: 924,875 shares 924,875 $63.3M 1.37% -8,126 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,017 shares; 2024Q4: 54,710 shares; 2025Q1: 55,161 shares; 2025Q2: 55,286 shares; 2025Q3: 54,019 shares 54,019 $63M 1.36% -1,267 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046,305 shares; 2024Q4: 1,012,425 shares; 2025Q1: 1,002,793 shares; 2025Q2: 982,018 shares; 2025Q3: 978,782 shares 978,782 $62M 1.34% -3,236 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: 4,824 shares; 2024Q4: 240,407 shares; 2025Q1: 249,833 shares; 2025Q2: 254,614 shares; 2025Q3: 254,466 shares 254,466 $61.9M 1.33% -148 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518,967 shares; 2024Q4: 489,089 shares; 2025Q1: 476,588 shares; 2025Q2: 470,309 shares; 2025Q3: 458,021 shares 458,021 $61M 1.32% -12,288 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416,644 shares; 2024Q4: 2,350,940 shares; 2025Q1: 2,339,719 shares; 2025Q2: 2,336,104 shares; 2025Q3: 2,271,832 shares 2,271,832 $59.9M 1.29% -64,272 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: 309,437 shares; 2024Q4: 311,991 shares; 2025Q1: 314,580 shares; 2025Q2: 317,172 shares; 2025Q3: 316,793 shares 316,793 $58.7M 1.27% -379 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: 2,001,641 shares; 2024Q4: 2,034,727 shares; 2025Q1: 2,056,789 shares; 2025Q2: 2,052,854 shares; 2025Q3: 2,032,921 shares 2,032,921 $57.4M 1.24% -19,933 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,230 shares; 2024Q4: 688,464 shares; 2025Q1: 693,248 shares; 2025Q2: 702,756 shares; 2025Q3: 710,651 shares 710,651 $57.3M 1.24% +7,895 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319,946 shares; 2024Q4: 1,331,216 shares; 2025Q1: 1,333,318 shares; 2025Q2: 1,311,175 shares; 2025Q3: 1,315,177 shares 1,315,177 $56.9M 1.23% +4,002 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: 272,490 shares; 2024Q4: 272,858 shares; 2025Q1: 273,195 shares; 2025Q2: 271,854 shares; 2025Q3: 263,384 shares 263,384 $56.5M 1.22% -8,470 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: 484,839 shares; 2024Q4: 489,088 shares; 2025Q1: 491,886 shares; 2025Q2: 493,994 shares; 2025Q3: 490,047 shares 490,047 $56.2M 1.21% -3,947 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: 204,064 shares; 2024Q4: 206,222 shares; 2025Q1: 208,197 shares; 2025Q2: 208,229 shares; 2025Q3: 204,137 shares 204,137 $55.9M 1.21% -4,092 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: 431,465 shares; 2024Q4: 434,058 shares; 2025Q1: 424,324 shares; 2025Q2: 421,288 shares; 2025Q3: 417,169 shares 417,169 $55.9M 1.21% -4,119 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: 117,611 shares; 2024Q4: 117,278 shares; 2025Q1: 117,368 shares; 2025Q2: 117,209 shares; 2025Q3: 114,747 shares 114,747 $55.8M 1.2% -2,462 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: 568,298 shares; 2024Q4: 570,716 shares; 2025Q1: 578,469 shares; 2025Q2: 580,501 shares; 2025Q3: 582,476 shares 582,476 $55.2M 1.19% +1,975 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,022 shares; 2024Q4: 476,656 shares; 2025Q1: 477,952 shares; 2025Q2: 480,817 shares; 2025Q3: 478,044 shares 478,044 $53.8M 1.16% -2,773 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: 688,384 shares; 2024Q4: 690,132 shares; 2025Q1: 697,537 shares; 2025Q2: 701,471 shares; 2025Q3: 709,160 shares 709,160 $53.5M 1.15% +7,689 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,472 shares; 2024Q4: 227,654 shares; 2025Q1: 229,539 shares; 2025Q2: 225,749 shares; 2025Q3: 222,376 shares 222,376 $52.4M 1.13% -3,373 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: 408,437 shares; 2024Q4: 410,829 shares; 2025Q1: 414,012 shares; 2025Q2: 417,544 shares; 2025Q3: 420,325 shares 420,325 $52M 1.12% +2,781 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,291 shares; 2024Q4: 763,326 shares; 2025Q1: 767,906 shares; 2025Q2: 777,633 shares; 2025Q3: 768,709 shares 768,709 $51.8M 1.12% -8,924 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: 339,769 shares; 2024Q4: 339,945 shares; 2025Q1: 331,799 shares; 2025Q2: 321,227 shares; 2025Q3: 316,153 shares 316,153 $51.3M 1.11% -5,074 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: 253,895 shares; 2024Q4: 254,246 shares; 2025Q1: 252,046 shares; 2025Q2: 248,761 shares; 2025Q3: 253,963 shares 253,963 $51.2M 1.1% +5,202 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: 240,443 shares; 2024Q4: 241,826 shares; 2025Q1: 243,050 shares; 2025Q2: 243,120 shares; 2025Q3: 241,165 shares 241,165 $50.8M 1.1% -1,955 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: 139,273 shares; 2024Q4: 139,163 shares; 2025Q1: 139,250 shares; 2025Q2: 145,198 shares; 2025Q3: 146,839 shares 146,839 $50.7M 1.09% +1,641 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: 126,033 shares; 2024Q4: 125,371 shares; 2025Q1: 125,702 shares; 2025Q2: 126,580 shares; 2025Q3: 124,889 shares 124,889 $50.6M 1.09% -1,691 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: 321,983 shares; 2024Q4: 325,779 shares; 2025Q1: 325,682 shares; 2025Q2: 328,655 shares; 2025Q3: 324,275 shares 324,275 $50.4M 1.09% -4,380 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: 185,532 shares; 2024Q4: 180,590 shares; 2025Q1: 170,779 shares; 2025Q2: 159,657 shares; 2025Q3: 152,551 shares 152,551 $50.2M 1.08% -7,106 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,652 shares; 2024Q4: 347,444 shares; 2025Q1: 353,240 shares; 2025Q2: 354,403 shares; 2025Q3: 352,381 shares 352,381 $49.8M 1.08% -2,022 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: 507,571 shares; 2024Q4: 512,113 shares; 2025Q1: 511,645 shares; 2025Q2: 523,029 shares; 2025Q3: 523,519 shares 523,519 $49.5M 1.07% +490 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 447,923 shares; 2025Q2: 471,007 shares; 2025Q3: 471,781 shares 471,781 $47.9M 1.03% +774 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,451 shares; 2024Q4: 242,034 shares; 2025Q1: 244,324 shares; 2025Q2: 247,916 shares; 2025Q3: 248,196 shares 248,196 $47.7M 1.03% +280 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,160 shares; 2024Q4: 203,713 shares; 2025Q1: 202,381 shares; 2025Q2: 201,952 shares; 2025Q3: 202,857 shares 202,857 $47.7M 1.03% +905 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: 290,056 shares; 2024Q4: 291,917 shares; 2025Q1: 291,477 shares; 2025Q2: 288,149 shares; 2025Q3: 282,646 shares 282,646 $47.6M 1.03% -5,503 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: 301,903 shares; 2024Q4: 301,178 shares; 2025Q1: 303,317 shares; 2025Q2: 303,271 shares; 2025Q3: 303,153 shares 303,153 $46.6M 1% -118 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: 175,680 shares; 2024Q4: 176,288 shares; 2025Q1: 166,792 shares; 2025Q2: 166,581 shares; 2025Q3: 164,877 shares 164,877 $46.5M 1% -1,704 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: 87,942 shares; 2024Q4: 88,684 shares; 2025Q1: 89,440 shares; 2025Q2: 90,405 shares; 2025Q3: 92,006 shares 92,006 $45.9M 0.99% +1,601 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: 381,241 shares; 2024Q4: 389,363 shares; 2025Q1: 396,395 shares; 2025Q2: 405,422 shares; 2025Q3: 403,123 shares 403,123 $45.5M 0.98% -2,299 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,582 shares; 2024Q4: 525,942 shares; 2025Q1: 528,687 shares; 2025Q2: 533,337 shares; 2025Q3: 528,537 shares 528,537 $44M 0.95% -4,800 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,500 shares; 2024Q4: 288,988 shares; 2025Q1: 297,246 shares; 2025Q2: 315,232 shares; 2025Q3: 317,212 shares 317,212 $44M 0.95% +1,980 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: 937,535 shares; 2024Q4: 960,940 shares; 2025Q1: 976,282 shares; 2025Q2: 990,240 shares; 2025Q3: 997,421 shares 997,421 $43.8M 0.95% +7,181 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: 631,525 shares; 2024Q4: 637,276 shares; 2025Q1: 639,626 shares; 2025Q2: 641,925 shares; 2025Q3: 636,271 shares 636,271 $42.2M 0.91% -5,654 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: 274,658 shares; 2024Q4: 276,259 shares; 2025Q1: 280,572 shares; 2025Q2: 298,970 shares; 2025Q3: 298,608 shares 298,608 $41.9M 0.9% -362 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,777 shares; 2024Q4: 144,147 shares; 2025Q1: 142,530 shares; 2025Q2: 142,309 shares; 2025Q3: 143,161 shares 143,161 $41.3M 0.89% +852 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: 1,470 shares; 2024Q4: 1,475 shares; 2025Q1: 1,455 shares; 2025Q2: 1,500 shares; 2025Q3: 185,220 shares 185,220 $40.9M 0.88% +183,720 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,275 shares; 2024Q4: 813,330 shares; 2025Q1: 828,113 shares; 2025Q2: 837,265 shares; 2025Q3: 838,657 shares 838,657 $40.5M 0.87% +1,392 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,232 shares; 2024Q4: 479,772 shares; 2025Q1: 491,327 shares; 2025Q2: 492,943 shares; 2025Q3: 491,613 shares 491,613 $40.5M 0.87% -1,330 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: 328,184 shares; 2024Q4: 331,136 shares; 2025Q1: 336,452 shares; 2025Q2: 346,599 shares; 2025Q3: 349,530 shares 349,530 $40M 0.86% +2,931 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,428 shares; 2024Q4: 477,212 shares; 2025Q1: 492,733 shares; 2025Q2: 504,915 shares; 2025Q3: 509,980 shares 509,980 $39.1M 0.84% +5,065 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,445 shares; 2024Q4: 400,365 shares; 2025Q1: 381,710 shares; 2025Q2: 383,034 shares; 2025Q3: 383,059 shares 383,059 $38.3M 0.83% +25 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,674 shares; 2024Q4: 382,890 shares; 2025Q1: 393,474 shares; 2025Q2: 400,712 shares; 2025Q3: 400,337 shares 400,337 $38.1M 0.82% -375 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,126 shares; 2024Q4: 446,076 shares; 2025Q1: 450,756 shares; 2025Q2: 465,439 shares; 2025Q3: 466,233 shares 466,233 $38M 0.82% +794 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: 518,468 shares; 2024Q4: 527,604 shares; 2025Q1: 530,284 shares; 2025Q2: 550,803 shares; 2025Q3: 558,300 shares 558,300 $38M 0.82% +7,497 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,376 shares; 2024Q4: 435,922 shares; 2025Q1: 444,177 shares; 2025Q2: 453,104 shares; 2025Q3: 452,364 shares 452,364 $37.1M 0.8% -740 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,537 shares; 2024Q4: 134,722 shares; 2025Q1: 135,611 shares; 2025Q2: 139,604 shares; 2025Q3: 135,425 shares 135,425 $36.9M 0.8% -4,179 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,842 shares; 2024Q4: 310,064 shares; 2025Q1: 313,734 shares; 2025Q2: 318,811 shares; 2025Q3: 319,399 shares 319,399 $35.8M 0.77% +588 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: 546,293 shares; 2024Q4: 556,951 shares; 2025Q1: 559,029 shares; 2025Q2: 564,575 shares; 2025Q3: 573,113 shares 573,113 $35.8M 0.77% +8,538 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,599 shares; 2024Q4: 542,512 shares; 2025Q1: 550,505 shares; 2025Q2: 566,004 shares; 2025Q3: 580,042 shares 580,042 $35.5M 0.77% +14,038 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,912 shares; 2025Q3: 148,484 shares 148,484 $35.2M 0.76% +17,572 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: 132,738 shares; 2024Q4: 134,196 shares; 2025Q1: 134,867 shares; 2025Q2: 136,574 shares; 2025Q3: 142,537 shares 142,537 $35.1M 0.76% +5,963 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,984 shares; 2024Q4: 278,562 shares; 2025Q1: 282,099 shares; 2025Q2: 281,810 shares; 2025Q3: 281,687 shares 281,687 $35M 0.76% -123 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR 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: 245,234 shares; 2025Q3: 256,954 shares 256,954 $34.7M 0.75% +11,720 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: 378,685 shares; 2024Q4: 387,249 shares; 2025Q1: 391,679 shares; 2025Q2: 403,577 shares; 2025Q3: 412,241 shares 412,241 $34.6M 0.75% +8,664 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: 80,719 shares; 2024Q4: 78,977 shares; 2025Q1: 78,968 shares; 2025Q2: 78,786 shares; 2025Q3: 72,331 shares 72,331 $34.5M 0.74% -6,455 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: 390,645 shares; 2024Q4: 1,208,749 shares; 2025Q1: 1,204,461 shares; 2025Q2: 1,201,552 shares; 2025Q3: 1,205,070 shares 1,205,070 $32.9M 0.71% +3,518 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: 280,129 shares; 2024Q4: 288,371 shares; 2025Q1: 295,779 shares; 2025Q2: 303,739 shares; 2025Q3: 301,266 shares 301,266 $31.7M 0.68% -2,473 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,813 shares; 2024Q4: 372,754 shares; 2025Q1: 396,378 shares; 2025Q2: 401,126 shares; 2025Q3: 412,371 shares 412,371 $31.1M 0.67% +11,245 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: 195,984 shares; 2024Q4: 197,314 shares; 2025Q1: 203,499 shares; 2025Q2: 203,521 shares; 2025Q3: 209,846 shares 209,846 $30.7M 0.66% +6,325 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,448 shares; 2024Q4: 31,458 shares; 2025Q1: 329,419 shares; 2025Q2: 327,576 shares; 2025Q3: 357,429 shares 357,429 $29.9M 0.64% +29,853 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717,968 shares; 2024Q4: 756,502 shares; 2025Q1: 787,294 shares; 2025Q2: 821,644 shares; 2025Q3: 815,748 shares 815,748 $28M 0.6% -5,896 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,468 shares; 2024Q4: 295,045 shares; 2025Q1: 303,846 shares; 2025Q2: 304,373 shares; 2025Q3: 305,448 shares 305,448 $27.4M 0.59% +1,075 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,385 shares; 2024Q4: 147,288 shares; 2025Q1: 159,684 shares; 2025Q2: 163,699 shares; 2025Q3: 169,284 shares 169,284 $22.8M 0.49% +5,585 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,100 shares; 2024Q4: 101,535 shares; 2025Q1: 97,200 shares; 2025Q2: 97,750 shares; 2025Q3: 97,915 shares 97,915 $18.6M 0.4% +165 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,279 shares; 2024Q4: 117,095 shares; 2025Q1: 111,390 shares; 2025Q2: 106,296 shares; 2025Q3: 99,713 shares 99,713 $18.3M 0.4% -6,583 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,800 shares; 2024Q4: 151,713 shares; 2025Q1: 297,093 shares; 2025Q2: 296,363 shares; 2025Q3: 279,181 shares 279,181 $18.2M 0.39% -17,182 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: 173,501 shares; 2024Q4: 175,778 shares; 2025Q1: 181,313 shares; 2025Q2: 185,020 shares; 2025Q3: 175,077 shares 175,077 $15.3M 0.33% -9,943 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: 34,681 shares; 2024Q4: 34,375 shares; 2025Q1: 34,071 shares; 2025Q2: 33,680 shares; 2025Q3: 32,749 shares 32,749 $11.2M 0.24% -931 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: 254,346 shares; 2024Q4: 253,407 shares; 2025Q1: 64,659 shares; 2025Q2: 57,225 shares; 2025Q3: 53,220 shares 53,220 $10.7M 0.23% -4,005 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,372 shares; 2024Q4: 113,372 shares; 2025Q1: 113,372 shares; 2025Q2: 113,372 shares; 2025Q3: 113,372 shares 113,372 $10.6M 0.23% 0 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: 145,002 shares; 2024Q4: 143,965 shares; 2025Q1: 137,412 shares; 2025Q2: 156,021 shares; 2025Q3: 181,463 shares 181,463 $9.78M 0.21% +25,442 Timeline BSCQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,652 shares; 2024Q4: 420,690 shares; 2025Q1: 451,593 shares; 2025Q2: 447,398 shares; 2025Q3: 457,420 shares 457,420 $8.95M 0.19% +10,022 Timeline BSCR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,538 shares; 2024Q4: 387,725 shares; 2025Q1: 417,691 shares; 2025Q2: 417,584 shares; 2025Q3: 438,373 shares 438,373 $8.64M 0.19% +20,789 Timeline BSCS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,702 shares; 2024Q4: 346,666 shares; 2025Q1: 386,326 shares; 2025Q2: 393,115 shares; 2025Q3: 411,802 shares 411,802 $8.47M 0.18% +18,687 Timeline BSCT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,400 shares; 2024Q4: 351,950 shares; 2025Q1: 397,658 shares; 2025Q2: 407,698 shares; 2025Q3: 424,185 shares 424,185 $7.98M 0.17% +16,487 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: 31,396 shares; 2024Q4: 30,822 shares; 2025Q1: 28,661 shares; 2025Q2: 29,744 shares; 2025Q3: 28,949 shares 28,949 $7.37M 0.16% -795 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,251 shares; 2025Q3: 30,433 shares 30,433 $6.47M 0.14% -1,818 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: 40,218 shares; 2024Q4: 39,218 shares; 2025Q1: 36,798 shares; 2025Q2: 36,862 shares; 2025Q3: 35,214 shares 35,214 $5.86M 0.13% -1,648 Timeline BSCU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,020 shares; 2025Q2: 287,637 shares; 2025Q3: 342,171 shares 342,171 $5.78M 0.12% +54,534 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: 45,603 shares; 2024Q4: 44,698 shares; 2025Q1: 43,335 shares; 2025Q2: 46,884 shares; 2025Q3: 46,580 shares 46,580 $5.51M 0.12% -304 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,302 shares; 2024Q4: 533,322 shares; 2025Q1: 559,607 shares; 2025Q2: 167,001 shares; 2025Q3: 108,049 shares 108,049 $5.45M 0.12% -58,952 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096,968 shares; 2024Q4: 1,112,475 shares; 2025Q1: 1,122,352 shares; 2025Q2: 189,316 shares; 2025Q3: 115,119 shares 115,119 $5.28M 0.11% -74,197 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: 21,488 shares; 2024Q4: 20,321 shares; 2025Q1: 19,029 shares; 2025Q2: 18,797 shares; 2025Q3: 17,325 shares 17,325 $5.08M 0.11% -1,472 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: 926,534 shares; 2024Q4: 914,181 shares; 2025Q1: 908,572 shares; 2025Q2: 897,292 shares; 2025Q3: 103,659 shares 103,659 $4.67M 0.1% -793,633 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: 22,015 shares; 2024Q4: 27,452 shares; 2025Q1: 27,153 shares; 2025Q2: 28,796 shares; 2025Q3: 30,266 shares 30,266 $4.21M 0.09% +1,470 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: 37,710 shares; 2024Q4: 37,160 shares; 2025Q1: 37,160 shares; 2025Q2: 37,010 shares; 2025Q3: 35,046 shares 35,046 $4.13M 0.09% -1,964 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,316 shares; 2024Q4: 431,445 shares; 2025Q1: 442,381 shares; 2025Q2: 224,768 shares; 2025Q3: 199,051 shares 199,051 $4.12M 0.09% -25,717 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: 15,598 shares; 2024Q4: 15,179 shares; 2025Q1: 14,712 shares; 2025Q2: 14,206 shares; 2025Q3: 13,351 shares 13,351 $4.01M 0.09% -855 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: 2,812 shares; 2024Q4: 2,712 shares; 2025Q1: 2,468 shares; 2025Q2: 10,127 shares; 2025Q3: 14,208 shares 14,208 $4M 0.09% +4,081 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,277 shares; 2024Q4: 65,888 shares; 2025Q1: 56,181 shares; 2025Q2: 52,996 shares; 2025Q3: 48,280 shares 48,280 $3.44M 0.07% -4,716 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,320 shares; 2024Q4: 33,620 shares; 2025Q1: 30,962 shares; 2025Q2: 30,662 shares; 2025Q3: 29,862 shares 29,862 $3.38M 0.07% -800 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: 29,210 shares; 2024Q4: 29,502 shares; 2025Q1: 28,297 shares; 2025Q2: 30,020 shares; 2025Q3: 30,266 shares 30,266 $3.12M 0.07% +246 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: 55,708 shares; 2024Q4: 50,349 shares; 2025Q1: 36,989 shares; 2025Q2: 33,084 shares; 2025Q3: 29,864 shares 29,864 $2.85M 0.06% -3,220 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: 5,537 shares; 2024Q4: 4,786 shares; 2025Q1: 4,605 shares; 2025Q2: 16,863 shares; 2025Q3: 17,965 shares 17,965 $2.77M 0.06% +1,102 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: 5,980 shares; 2024Q4: 5,980 shares; 2025Q1: 5,560 shares; 2025Q2: 5,265 shares; 2025Q3: 5,194 shares 5,194 $2.61M 0.06% -71 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: 12,935 shares; 2024Q4: 12,913 shares; 2025Q1: 12,388 shares; 2025Q2: 10,940 shares; 2025Q3: 9,180 shares 9,180 $2.59M 0.06% -1,760 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: 2,640 shares; 2024Q4: 2,810 shares; 2025Q1: 2,908 shares; 2025Q2: 3,361 shares; 2025Q3: 3,584 shares 3,584 $2.39M 0.05% +223 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,878 shares; 2024Q4: 39,253 shares; 2025Q1: 38,653 shares; 2025Q2: 38,253 shares; 2025Q3: 34,953 shares 34,953 $2.34M 0.05% -3,300 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: 9,837 shares; 2024Q4: 9,951 shares; 2025Q1: 9,879 shares; 2025Q2: 10,620 shares; 2025Q3: 11,162 shares 11,162 $2.08M 0.04% +542 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,380 shares; 2024Q4: 21,330 shares; 2025Q1: 20,830 shares; 2025Q2: 20,772 shares; 2025Q3: 19,901 shares 19,901 $2M 0.04% -871 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,087 shares; 2024Q4: 73,241 shares; 2025Q1: 64,791 shares; 2025Q2: 61,337 shares; 2025Q3: 57,186 shares 57,186 $1.97M 0.04% -4,151 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: 2,207 shares; 2024Q4: 2,208 shares; 2025Q1: 2,360 shares; 2025Q2: 2,252 shares; 2025Q3: 2,538 shares 2,538 $1.94M 0.04% +286 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: 1,870 shares; 2024Q4: 1,865 shares; 2025Q1: 1,852 shares; 2025Q2: 1,903 shares; 2025Q3: 1,920 shares 1,920 $1.78M 0.04% +17 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: 5,713 shares; 2024Q4: 5,718 shares; 2025Q1: 5,362 shares; 2025Q2: 5,807 shares; 2025Q3: 5,645 shares 5,645 $1.72M 0.04% -162 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: 70,209 shares; 2024Q4: 60,587 shares; 2025Q1: 59,488 shares; 2025Q2: 55,401 shares; 2025Q3: 51,051 shares 51,051 $1.71M 0.04% -4,350 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: 6,215 shares; 2024Q4: 6,215 shares; 2025Q1: 6,134 shares; 2025Q2: 6,109 shares; 2025Q3: 6,109 shares 6,109 $1.71M 0.04% 0 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: 38,978 shares; 2024Q4: 39,794 shares; 2025Q1: 38,068 shares; 2025Q2: 19,537 shares; 2025Q3: 17,193 shares 17,193 $1.54M 0.03% -2,344 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: 2,154 shares; 2024Q4: 2,129 shares; 2025Q1: 2,129 shares; 2025Q2: 7,744 shares; 2025Q3: 8,948 shares 8,948 $1.53M 0.03% +1,204 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,846 shares; 2024Q4: 38,045 shares; 2025Q1: 25,730 shares; 2025Q2: 20,757 shares; 2025Q3: 19,472 shares 19,472 $1.53M 0.03% -1,285 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: 4,095 shares; 2024Q4: 4,095 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares 4,075 $1.51M 0.03% 0 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: 2,076 shares; 2024Q4: 2,066 shares; 2025Q1: 2,068 shares; 2025Q2: 2,068 shares; 2025Q3: 2,046 shares 2,046 $1.5M 0.03% -22 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $1.5M 0.03% 0 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: 6,029 shares; 2024Q4: 6,011 shares; 2025Q1: 5,946 shares; 2025Q2: 5,946 shares; 2025Q3: 5,946 shares 5,946 $1.49M 0.03% 0 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: 5,152 shares; 2024Q4: 5,482 shares; 2025Q1: 5,103 shares; 2025Q2: 5,103 shares; 2025Q3: 5,556 shares 5,556 $1.35M 0.03% +453 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,828 shares; 2024Q4: 20,815 shares; 2025Q1: 20,815 shares; 2025Q2: 20,848 shares; 2025Q3: 20,697 shares 20,697 $1.24M 0.03% -151 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,700 shares; 2024Q4: 37,948 shares; 2025Q1: 27,438 shares; 2025Q2: 24,883 shares; 2025Q3: 23,988 shares 23,988 $1.21M 0.03% -895 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: 4,790 shares; 2024Q4: 4,790 shares; 2025Q1: 4,790 shares; 2025Q2: 4,763 shares; 2025Q3: 5,228 shares 5,228 $1.15M 0.02% +465 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: not reported; 2024Q4: not reported; 2025Q1: 1,201 shares; 2025Q2: 4,874 shares; 2025Q3: 6,154 shares 6,154 $1.15M 0.02% +1,280 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 10,112 shares; 2025Q1: 10,094 shares; 2025Q2: 10,406 shares; 2025Q3: 10,025 shares 10,025 $1.09M 0.02% -381 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,776 shares; 2024Q4: 33,776 shares; 2025Q1: 33,076 shares; 2025Q2: 32,876 shares; 2025Q3: 30,176 shares 30,176 $1.07M 0.02% -2,700 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: 17,871 shares; 2024Q4: 15,671 shares; 2025Q1: 13,070 shares; 2025Q2: 13,795 shares; 2025Q3: 11,975 shares 11,975 $1.01M 0.02% -1,820 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: 4,806 shares; 2024Q4: 4,418 shares; 2025Q1: 4,733 shares; 2025Q2: 4,690 shares; 2025Q3: 4,515 shares 4,515 $974K 0.02% -175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,626 shares 1,626 $969K 0.02% +282 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: 1,007 shares; 2024Q4: 1,006 shares; 2025Q1: 1,136 shares; 2025Q2: 1,539 shares; 2025Q3: 1,545 shares 1,545 $928K 0.02% +6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,837 shares; 2025Q1: 4,837 shares; 2025Q2: 4,837 shares; 2025Q3: 4,837 shares 4,837 $921K 0.02% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,212 shares; 2024Q4: 29,712 shares; 2025Q1: 28,512 shares; 2025Q2: 24,697 shares; 2025Q3: 20,497 shares 20,497 $902K 0.02% -4,200 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: 3,776 shares; 2024Q4: 3,776 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares 2,290 $814K 0.02% 0 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: 5,009 shares; 2024Q4: 4,984 shares; 2025Q1: 5,016 shares; 2025Q2: 5,564 shares; 2025Q3: 5,241 shares 5,241 $813K 0.02% -323 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.02% 0 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: 4,429 shares; 2024Q4: 4,313 shares; 2025Q1: 3,407 shares; 2025Q2: 3,518 shares; 2025Q3: 3,097 shares 3,097 $732K 0.02% -421 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: 4,148 shares; 2024Q4: 4,147 shares; 2025Q1: 4,147 shares; 2025Q2: 4,147 shares; 2025Q3: 5,085 shares 5,085 $724K 0.02% +938 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,967 shares; 2024Q4: 6,967 shares; 2025Q1: 6,968 shares; 2025Q2: 6,968 shares; 2025Q3: 6,762 shares 6,762 $706K 0.02% -206 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares 3,600 $704K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,293 shares; 2025Q3: 1,143 shares 1,143 $696K 0.02% -150 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,882 shares; 2024Q4: 19,882 shares; 2025Q1: 19,882 shares; 2025Q2: 19,882 shares; 2025Q3: 19,882 shares 19,882 $683K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 2,968 shares; 2025Q1: 2,918 shares; 2025Q2: 3,008 shares; 2025Q3: 2,571 shares 2,571 $635K 0.01% -437 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: 388 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 5,835 shares; 2025Q3: 5,835 shares 5,835 $629K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 1,355 shares 1,355 $628K 0.01% +530 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,090 shares; 2025Q3: 11,524 shares 11,524 $624K 0.01% +434 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: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 1,660 shares; 2025Q2: 2,383 shares; 2025Q3: 2,060 shares 2,060 $620K 0.01% -323 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 14,600 shares; 2025Q1: 14,600 shares; 2025Q2: 14,600 shares; 2025Q3: 14,600 shares 14,600 $619K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,998 shares; 2025Q3: 1,879 shares 1,879 $613K 0.01% -119 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: 1,619 shares; 2024Q4: 1,614 shares; 2025Q1: 1,562 shares; 2025Q2: 1,733 shares; 2025Q3: 1,760 shares 1,760 $601K 0.01% +27 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: 49,161 shares; 2024Q4: 33,399 shares; 2025Q1: 28,149 shares; 2025Q2: 28,011 shares; 2025Q3: 18,911 shares 18,911 $594K 0.01% -9,100 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,440 shares; 2025Q1: 5,440 shares; 2025Q2: 5,043 shares; 2025Q3: 5,043 shares 5,043 $563K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 3,981 shares; 2025Q1: 3,837 shares; 2025Q2: 4,099 shares; 2025Q3: 3,869 shares 3,869 $526K 0.01% -230 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 6,276 shares; 2025Q1: 6,193 shares; 2025Q2: 7,432 shares; 2025Q3: 7,130 shares 7,130 $510K 0.01% -302 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,792 shares; 2024Q4: 11,952 shares; 2025Q1: 11,352 shares; 2025Q2: 11,126 shares; 2025Q3: 11,146 shares 11,146 $510K 0.01% +20 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: 2,400 shares; 2024Q4: 2,420 shares; 2025Q1: 2,420 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares 2,420 $495K 0.01% 0 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: 30,171 shares; 2024Q4: 33,984 shares; 2025Q1: 7,897 shares; 2025Q2: 7,453 shares; 2025Q3: 6,266 shares 6,266 $491K 0.01% -1,187 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares 9,900 $458K 0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,142 shares; 2024Q4: 20,142 shares; 2025Q1: 20,142 shares; 2025Q2: 20,142 shares; 2025Q3: 20,142 shares 20,142 $455K 0.01% 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: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 3,582 shares; 2025Q3: 3,353 shares 3,353 $440K 0.01% -229 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,218 shares; 2025Q2: 3,218 shares; 2025Q3: 3,218 shares 3,218 $426K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 628 shares 628 $420K 0.01% +229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 706 shares; 2025Q3: 830 shares 830 $398K 0.01% +124 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: 2,597 shares; 2024Q4: 2,222 shares; 2025Q1: 2,022 shares; 2025Q2: 1,939 shares; 2025Q3: 1,839 shares 1,839 $397K 0.01% -100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,314 shares; 2025Q2: 13,338 shares; 2025Q3: 13,338 shares 13,338 $388K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: 7,932 shares; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares; 2025Q3: 4,532 shares 4,532 $362K 0.01% 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: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 579 shares 579 $356K 0.01% -40 Timeline IWS 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: 1,783 shares; 2024Q4: 1,783 shares; 2025Q1: 1,783 shares; 2025Q2: 2,533 shares; 2025Q3: 2,533 shares 2,533 $354K 0.01% 0 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: 733 shares; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 773 shares 773 $346K 0.01% +40 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,763 shares; 2024Q4: 5,532 shares; 2025Q1: 4,933 shares; 2025Q2: 4,664 shares; 2025Q3: 4,548 shares 4,548 $346K 0.01% -116 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: 845 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 995 shares; 2025Q3: 995 shares 995 $345K 0.01% 0 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: 2,468 shares; 2024Q4: 2,449 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares 1,320 $344K 0.01% 0 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: 7,777 shares; 2024Q4: 7,856 shares; 2025Q1: 7,518 shares; 2025Q2: 7,860 shares; 2025Q3: 7,517 shares 7,517 $339K 0.01% -343 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: 4,032 shares; 2024Q4: 4,033 shares; 2025Q1: 4,369 shares; 2025Q2: 4,613 shares; 2025Q3: 3,969 shares 3,969 $333K 0.01% -644 Timeline STIP 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $331K 0.01% 0 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: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $320K 0.01% 0 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: 14,133 shares; 2024Q4: 9,658 shares; 2025Q1: 9,008 shares; 2025Q2: 5,960 shares; 2025Q3: 6,183 shares 6,183 $319K 0.01% +223 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: 2,007 shares; 2025Q3: 1,893 shares 1,893 $317K 0.01% -114 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,493 shares; 2024Q4: 12,714 shares; 2025Q1: 12,817 shares; 2025Q2: 14,263 shares; 2025Q3: 12,417 shares 12,417 $316K 0.01% -1,846 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 3,920 shares; 2025Q1: 3,646 shares; 2025Q2: 3,538 shares; 2025Q3: 3,050 shares 3,050 $313K 0.01% -488 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,668 shares; 2025Q2: 9,685 shares; 2025Q3: 9,692 shares 9,692 $309K 0.01% +7 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: 3,194 shares; 2024Q4: 3,194 shares; 2025Q1: 3,194 shares; 2025Q2: 3,194 shares; 2025Q3: 3,194 shares 3,194 $308K 0.01% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,369 shares; 2024Q4: 10,369 shares; 2025Q1: 10,369 shares; 2025Q2: 10,369 shares; 2025Q3: 10,369 shares 10,369 $308K 0.01% 0 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: 421 shares; 2024Q4: 416 shares; 2025Q1: 421 shares; 2025Q2: 535 shares; 2025Q3: 535 shares 535 $304K 0.01% 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: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: 2,506 shares; 2025Q2: 2,506 shares; 2025Q3: 2,506 shares 2,506 $303K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 5,490 shares; 2025Q1: 5,486 shares; 2025Q2: 5,486 shares; 2025Q3: 5,486 shares 5,486 $303K 0.01% 0 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: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares 4,100 $298K 0.01% 0 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: 407 shares; 2024Q4: 407 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares 366 $283K 0.01% 0 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: 765 shares; 2024Q4: 765 shares; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 665 shares 665 $276K 0.01% -100 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 2,992 shares; 2025Q3: 2,992 shares 2,992 $269K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,134 shares; 2025Q3: 1,103 shares 1,103 $264K 0.01% -31 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: not reported; 2024Q4: 679 shares; 2025Q1: not reported; 2025Q2: 1,285 shares; 2025Q3: 589 shares 589 $262K 0.01% -696 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,330 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares 2,830 $261K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares 1,370 $256K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 2,813 shares 2,813 $256K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,282 shares; 2024Q4: 4,732 shares; 2025Q1: 3,247 shares; 2025Q2: 3,317 shares; 2025Q3: 3,117 shares 3,117 $249K 0.01% -200 Timeline FSEP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,913 shares 4,913 $248K 0.01% new 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: 1,768 shares; 2024Q4: 1,751 shares; 2025Q1: 1,751 shares; 2025Q2: 1,751 shares; 2025Q3: 1,601 shares 1,601 $243K 0.01% -150 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 1,236 shares; 2025Q3: 1,236 shares 1,236 $242K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,909 shares; 2024Q4: 14,240 shares; 2025Q1: 13,683 shares; 2025Q2: 13,417 shares; 2025Q3: 12,329 shares 12,329 $241K 0.01% -1,088 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: 674 shares; 2024Q4: 711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 391 shares 391 $239K 0.01% new 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: 3,593 shares; 2024Q4: 3,393 shares; 2025Q1: 3,393 shares; 2025Q2: 2,793 shares; 2025Q3: 2,793 shares 2,793 $230K <0.01% 0 Timeline IVE 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: 1,125 shares; 2024Q4: 1,118 shares; 2025Q1: 1,110 shares; 2025Q2: 1,102 shares; 2025Q3: 1,095 shares 1,095 $226K <0.01% -7 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC 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: 5,700 shares 5,700 $225K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 5,647 shares; 2025Q1: 5,647 shares; 2025Q2: 6,033 shares; 2025Q3: 5,747 shares 5,747 $225K <0.01% -286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,514 shares; 2025Q3: 2,514 shares 2,514 $223K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,528 shares; 2024Q4: 11,236 shares; 2025Q1: 10,241 shares; 2025Q2: 10,421 shares; 2025Q3: 9,451 shares 9,451 $222K <0.01% -970 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,563 shares; 2025Q1: 5,563 shares; 2025Q2: 5,563 shares; 2025Q3: 3,950 shares 3,950 $219K <0.01% -1,613 Timeline IWD 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: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares 1,063 $216K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 653 shares 653 $214K <0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,565 shares 3,565 $213K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 297 shares 297 $203K <0.01% 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: 1,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares 1,200 $203K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,207 shares 1,207 $202K <0.01% -254 Timeline