AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,866 shares; 2024Q4: 547,506 shares; 2025Q1: 522,843 shares; 2025Q2: 491,980 shares; 2025Q3: 454,024 shares; 2025Q4: 417,061 shares 417,061 $144M 3.14% -36,963 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,002 shares; 2024Q4: 301,265 shares; 2025Q1: 300,791 shares; 2025Q2: 298,104 shares; 2025Q3: 285,060 shares; 2025Q4: 279,545 shares 279,545 $135M 2.94% -5,515 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,130 shares; 2024Q4: 360,868 shares; 2025Q1: 352,291 shares; 2025Q2: 349,640 shares; 2025Q3: 340,719 shares; 2025Q4: 332,365 shares 332,365 $107M 2.33% -8,354 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,110 shares; 2024Q4: 625,689 shares; 2025Q1: 619,734 shares; 2025Q2: 620,609 shares; 2025Q3: 611,996 shares; 2025Q4: 577,471 shares 577,471 $98.9M 2.15% -34,525 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,812 shares; 2024Q4: 252,129 shares; 2025Q1: 242,933 shares; 2025Q2: 241,397 shares; 2025Q3: 238,474 shares; 2025Q4: 229,860 shares 229,860 $85M 1.85% -8,614 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558,361 shares; 2024Q4: 538,854 shares; 2025Q1: 526,047 shares; 2025Q2: 522,165 shares; 2025Q3: 489,853 shares; 2025Q4: 435,628 shares 435,628 $84.9M 1.85% -54,225 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 240,407 shares; 2025Q1: 249,833 shares; 2025Q2: 254,614 shares; 2025Q3: 254,466 shares; 2025Q4: 248,595 shares 248,595 $77.8M 1.69% -5,871 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,292 shares; 2024Q4: 354,487 shares; 2025Q1: 344,254 shares; 2025Q2: 345,267 shares; 2025Q3: 336,464 shares; 2025Q4: 332,800 shares 332,800 $76M 1.65% -3,664 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,674 shares; 2024Q4: 168,783 shares; 2025Q1: 162,433 shares; 2025Q2: 157,463 shares; 2025Q3: 153,590 shares; 2025Q4: 152,542 shares 152,542 $71M 1.55% -1,048 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,639 shares; 2024Q4: 86,393 shares; 2025Q1: 87,175 shares; 2025Q2: 86,206 shares; 2025Q3: 83,503 shares; 2025Q4: 80,770 shares 80,770 $71M 1.54% -2,733 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955,854 shares; 2024Q4: 955,861 shares; 2025Q1: 951,173 shares; 2025Q2: 933,001 shares; 2025Q3: 924,875 shares; 2025Q4: 903,134 shares 903,134 $69.6M 1.51% -21,741 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,764 shares; 2024Q4: 766,424 shares; 2025Q1: 759,887 shares; 2025Q2: 730,702 shares; 2025Q3: 725,026 shares; 2025Q4: 713,051 shares 713,051 $65.9M 1.43% -11,975 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518,967 shares; 2024Q4: 489,089 shares; 2025Q1: 476,588 shares; 2025Q2: 470,309 shares; 2025Q3: 458,021 shares; 2025Q4: 454,860 shares 454,860 $65.8M 1.43% -3,161 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,437 shares; 2024Q4: 311,991 shares; 2025Q1: 314,580 shares; 2025Q2: 317,172 shares; 2025Q3: 316,793 shares; 2025Q4: 314,276 shares 314,276 $65M 1.41% -2,517 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416,644 shares; 2024Q4: 2,350,940 shares; 2025Q1: 2,339,719 shares; 2025Q2: 2,336,104 shares; 2025Q3: 2,271,832 shares; 2025Q4: 2,259,518 shares 2,259,518 $61.2M 1.33% -12,314 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,611 shares; 2024Q4: 117,278 shares; 2025Q1: 117,368 shares; 2025Q2: 117,209 shares; 2025Q3: 114,747 shares; 2025Q4: 114,664 shares 114,664 $59.9M 1.3% -83 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046,305 shares; 2024Q4: 1,012,425 shares; 2025Q1: 1,002,793 shares; 2025Q2: 982,018 shares; 2025Q3: 978,782 shares; 2025Q4: 955,924 shares 955,924 $57.5M 1.25% -22,858 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,017 shares; 2024Q4: 54,710 shares; 2025Q1: 55,161 shares; 2025Q2: 55,286 shares; 2025Q3: 54,019 shares; 2025Q4: 53,420 shares 53,420 $57.2M 1.24% -599 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,838 shares; 2024Q4: 190,408 shares; 2025Q1: 184,646 shares; 2025Q2: 183,774 shares; 2025Q3: 180,355 shares; 2025Q4: 176,803 shares 176,803 $56.3M 1.23% -3,552 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688,384 shares; 2024Q4: 690,132 shares; 2025Q1: 697,537 shares; 2025Q2: 701,471 shares; 2025Q3: 709,160 shares; 2025Q4: 695,951 shares 695,951 $55.9M 1.22% -13,209 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,022 shares; 2024Q4: 476,656 shares; 2025Q1: 477,952 shares; 2025Q2: 480,817 shares; 2025Q3: 478,044 shares; 2025Q4: 475,915 shares 475,915 $54.9M 1.19% -2,129 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 447,923 shares; 2025Q2: 471,007 shares; 2025Q3: 471,781 shares; 2025Q4: 468,845 shares 468,845 $54.7M 1.19% -2,936 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,490 shares; 2024Q4: 272,858 shares; 2025Q1: 273,195 shares; 2025Q2: 271,854 shares; 2025Q3: 263,384 shares; 2025Q4: 262,415 shares 262,415 $54.6M 1.19% -969 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,290,697 shares 1,290,697 $53.9M 1.17% -24,480 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,472 shares; 2024Q4: 227,654 shares; 2025Q1: 229,539 shares; 2025Q2: 225,749 shares; 2025Q3: 222,376 shares; 2025Q4: 220,363 shares 220,363 $52.8M 1.15% -2,013 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,230 shares; 2024Q4: 688,464 shares; 2025Q1: 693,248 shares; 2025Q2: 702,756 shares; 2025Q3: 710,651 shares; 2025Q4: 710,689 shares 710,689 $52.5M 1.14% +38 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,465 shares; 2024Q4: 434,058 shares; 2025Q1: 424,324 shares; 2025Q2: 421,288 shares; 2025Q3: 417,169 shares; 2025Q4: 417,344 shares 417,344 $52.3M 1.14% +175 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,839 shares; 2024Q4: 489,088 shares; 2025Q1: 491,886 shares; 2025Q2: 493,994 shares; 2025Q3: 490,047 shares; 2025Q4: 486,888 shares 486,888 $51.3M 1.12% -3,159 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,298 shares; 2024Q4: 570,716 shares; 2025Q1: 578,469 shares; 2025Q2: 580,501 shares; 2025Q3: 582,476 shares; 2025Q4: 585,521 shares 585,521 $51.1M 1.11% +3,045 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001,641 shares; 2024Q4: 2,034,727 shares; 2025Q1: 2,056,789 shares; 2025Q2: 2,052,854 shares; 2025Q3: 2,032,921 shares; 2025Q4: 2,047,942 shares 2,047,942 $50.9M 1.11% +15,021 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,532 shares; 2024Q4: 180,590 shares; 2025Q1: 170,779 shares; 2025Q2: 159,657 shares; 2025Q3: 152,551 shares; 2025Q4: 143,714 shares 143,714 $50.8M 1.1% -8,837 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,451 shares; 2024Q4: 242,034 shares; 2025Q1: 244,324 shares; 2025Q2: 247,916 shares; 2025Q3: 248,196 shares; 2025Q4: 246,330 shares 246,330 $50.1M 1.09% -1,866 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,769 shares; 2024Q4: 339,945 shares; 2025Q1: 331,799 shares; 2025Q2: 321,227 shares; 2025Q3: 316,153 shares; 2025Q4: 312,254 shares 312,254 $50.1M 1.09% -3,899 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,291 shares; 2024Q4: 763,326 shares; 2025Q1: 767,906 shares; 2025Q2: 777,633 shares; 2025Q3: 768,709 shares; 2025Q4: 769,972 shares 769,972 $50.1M 1.09% +1,263 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,983 shares; 2024Q4: 325,779 shares; 2025Q1: 325,682 shares; 2025Q2: 328,655 shares; 2025Q3: 324,275 shares; 2025Q4: 326,628 shares 326,628 $49.8M 1.08% +2,353 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,273 shares; 2024Q4: 139,163 shares; 2025Q1: 139,250 shares; 2025Q2: 145,198 shares; 2025Q3: 146,839 shares; 2025Q4: 150,773 shares 150,773 $49.8M 1.08% +3,934 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,064 shares; 2024Q4: 206,222 shares; 2025Q1: 208,197 shares; 2025Q2: 208,229 shares; 2025Q3: 204,137 shares; 2025Q4: 204,931 shares 204,931 $49.4M 1.07% +794 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,437 shares; 2024Q4: 410,829 shares; 2025Q1: 414,012 shares; 2025Q2: 417,544 shares; 2025Q3: 420,325 shares; 2025Q4: 421,070 shares 421,070 $49.4M 1.07% +745 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,571 shares; 2024Q4: 512,113 shares; 2025Q1: 511,645 shares; 2025Q2: 523,029 shares; 2025Q3: 523,519 shares; 2025Q4: 522,858 shares 522,858 $48.9M 1.06% -661 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,241 shares; 2024Q4: 389,363 shares; 2025Q1: 396,395 shares; 2025Q2: 405,422 shares; 2025Q3: 403,123 shares; 2025Q4: 399,862 shares 399,862 $48.1M 1.05% -3,261 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,443 shares; 2024Q4: 241,826 shares; 2025Q1: 243,050 shares; 2025Q2: 243,120 shares; 2025Q3: 241,165 shares; 2025Q4: 243,682 shares 243,682 $47.5M 1.03% +2,517 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,895 shares; 2024Q4: 254,246 shares; 2025Q1: 252,046 shares; 2025Q2: 248,761 shares; 2025Q3: 253,963 shares; 2025Q4: 252,873 shares 252,873 $46.9M 1.02% -1,090 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 503,517 shares 503,517 $46.3M 1.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,056 shares; 2024Q4: 291,917 shares; 2025Q1: 291,477 shares; 2025Q2: 288,149 shares; 2025Q3: 282,646 shares; 2025Q4: 284,281 shares 284,281 $46M 1% +1,635 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,652 shares; 2024Q4: 347,444 shares; 2025Q1: 353,240 shares; 2025Q2: 354,403 shares; 2025Q3: 352,381 shares; 2025Q4: 353,957 shares 353,957 $45.7M 0.99% +1,576 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,275 shares; 2024Q4: 813,330 shares; 2025Q1: 828,113 shares; 2025Q2: 837,265 shares; 2025Q3: 838,657 shares; 2025Q4: 840,863 shares 840,863 $44.9M 0.98% +2,206 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,942 shares; 2024Q4: 88,684 shares; 2025Q1: 89,440 shares; 2025Q2: 90,405 shares; 2025Q3: 92,006 shares; 2025Q4: 92,422 shares 92,422 $44.7M 0.97% +416 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631,525 shares; 2024Q4: 637,276 shares; 2025Q1: 639,626 shares; 2025Q2: 641,925 shares; 2025Q3: 636,271 shares; 2025Q4: 636,632 shares 636,632 $44.5M 0.97% +361 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,903 shares; 2024Q4: 301,178 shares; 2025Q1: 303,317 shares; 2025Q2: 303,271 shares; 2025Q3: 303,153 shares; 2025Q4: 305,383 shares 305,383 $43.8M 0.95% +2,230 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,685 shares; 2024Q4: 387,249 shares; 2025Q1: 391,679 shares; 2025Q2: 403,577 shares; 2025Q3: 412,241 shares; 2025Q4: 413,995 shares 413,995 $43.6M 0.95% +1,754 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,033 shares; 2024Q4: 125,371 shares; 2025Q1: 125,702 shares; 2025Q2: 126,580 shares; 2025Q3: 124,889 shares; 2025Q4: 126,507 shares 126,507 $43.5M 0.95% +1,618 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,658 shares; 2024Q4: 276,259 shares; 2025Q1: 280,572 shares; 2025Q2: 298,970 shares; 2025Q3: 298,608 shares; 2025Q4: 302,603 shares 302,603 $43.4M 0.94% +3,995 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,475 shares; 2025Q1: 1,455 shares; 2025Q2: 1,500 shares; 2025Q3: 185,220 shares; 2025Q4: 195,915 shares 195,915 $43M 0.94% +10,695 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,912 shares; 2025Q3: 148,484 shares; 2025Q4: 157,189 shares 157,189 $41.6M 0.91% +8,705 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937,535 shares; 2024Q4: 960,940 shares; 2025Q1: 976,282 shares; 2025Q2: 990,240 shares; 2025Q3: 997,421 shares; 2025Q4: 1,017,046 shares 1,017,046 $41.4M 0.9% +19,625 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,582 shares; 2024Q4: 525,942 shares; 2025Q1: 528,687 shares; 2025Q2: 533,337 shares; 2025Q3: 528,537 shares; 2025Q4: 530,521 shares 530,521 $41.4M 0.9% +1,984 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,719 shares; 2024Q4: 78,977 shares; 2025Q1: 78,968 shares; 2025Q2: 78,786 shares; 2025Q3: 72,331 shares; 2025Q4: 70,898 shares 70,898 $40.6M 0.88% -1,433 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,184 shares; 2024Q4: 331,136 shares; 2025Q1: 336,452 shares; 2025Q2: 346,599 shares; 2025Q3: 349,530 shares; 2025Q4: 353,398 shares 353,398 $40.2M 0.87% +3,868 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,777 shares; 2024Q4: 144,147 shares; 2025Q1: 142,530 shares; 2025Q2: 142,309 shares; 2025Q3: 143,161 shares; 2025Q4: 145,682 shares 145,682 $40.1M 0.87% +2,521 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,500 shares; 2024Q4: 288,988 shares; 2025Q1: 297,246 shares; 2025Q2: 315,232 shares; 2025Q3: 317,212 shares; 2025Q4: 322,912 shares 322,912 $39.7M 0.86% +5,700 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,160 shares; 2024Q4: 203,713 shares; 2025Q1: 202,381 shares; 2025Q2: 201,952 shares; 2025Q3: 202,857 shares; 2025Q4: 203,856 shares 203,856 $39.6M 0.86% +999 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518,468 shares; 2024Q4: 527,604 shares; 2025Q1: 530,284 shares; 2025Q2: 550,803 shares; 2025Q3: 558,300 shares; 2025Q4: 568,940 shares 568,940 $39.5M 0.86% +10,640 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,738 shares; 2024Q4: 134,196 shares; 2025Q1: 134,867 shares; 2025Q2: 136,574 shares; 2025Q3: 142,537 shares; 2025Q4: 143,956 shares 143,956 $38.6M 0.84% +1,419 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,674 shares; 2024Q4: 382,890 shares; 2025Q1: 393,474 shares; 2025Q2: 400,712 shares; 2025Q3: 400,337 shares; 2025Q4: 399,129 shares 399,129 $38.3M 0.83% -1,208 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,126 shares; 2024Q4: 446,076 shares; 2025Q1: 450,756 shares; 2025Q2: 465,439 shares; 2025Q3: 466,233 shares; 2025Q4: 472,380 shares 472,380 $38.1M 0.83% +6,147 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,376 shares; 2024Q4: 435,922 shares; 2025Q1: 444,177 shares; 2025Q2: 453,104 shares; 2025Q3: 452,364 shares; 2025Q4: 463,084 shares 463,084 $37.3M 0.81% +10,720 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 245,234 shares; 2025Q3: 256,954 shares; 2025Q4: 261,867 shares 261,867 $36.6M 0.8% +4,913 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,232 shares; 2024Q4: 479,772 shares; 2025Q1: 491,327 shares; 2025Q2: 492,943 shares; 2025Q3: 491,613 shares; 2025Q4: 493,120 shares 493,120 $36.3M 0.79% +1,507 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,448 shares; 2024Q4: 31,458 shares; 2025Q1: 329,419 shares; 2025Q2: 327,576 shares; 2025Q3: 357,429 shares; 2025Q4: 344,274 shares 344,274 $34.1M 0.74% -13,155 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275,391 shares 275,391 $33.8M 0.74% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,537 shares; 2024Q4: 134,722 shares; 2025Q1: 135,611 shares; 2025Q2: 139,604 shares; 2025Q3: 135,425 shares; 2025Q4: 135,959 shares 135,959 $33.6M 0.73% +534 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,645 shares; 2024Q4: 1,208,749 shares; 2025Q1: 1,204,461 shares; 2025Q2: 1,201,552 shares; 2025Q3: 1,205,070 shares; 2025Q4: 1,210,219 shares 1,210,219 $33.2M 0.72% +5,149 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,813 shares; 2024Q4: 372,754 shares; 2025Q1: 396,378 shares; 2025Q2: 401,126 shares; 2025Q3: 412,371 shares; 2025Q4: 415,451 shares 415,451 $33M 0.72% +3,080 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,842 shares; 2024Q4: 310,064 shares; 2025Q1: 313,734 shares; 2025Q2: 318,811 shares; 2025Q3: 319,399 shares; 2025Q4: 313,624 shares 313,624 $32.9M 0.72% -5,775 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,445 shares; 2024Q4: 400,365 shares; 2025Q1: 381,710 shares; 2025Q2: 383,034 shares; 2025Q3: 383,059 shares; 2025Q4: 380,630 shares 380,630 $32.1M 0.7% -2,429 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,293 shares; 2024Q4: 556,951 shares; 2025Q1: 559,029 shares; 2025Q2: 564,575 shares; 2025Q3: 573,113 shares; 2025Q4: 582,949 shares 582,949 $31.4M 0.68% +9,836 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717,968 shares; 2024Q4: 756,502 shares; 2025Q1: 787,294 shares; 2025Q2: 821,644 shares; 2025Q3: 815,748 shares; 2025Q4: 814,953 shares 814,953 $31.3M 0.68% -795 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,129 shares; 2024Q4: 288,371 shares; 2025Q1: 295,779 shares; 2025Q2: 303,739 shares; 2025Q3: 301,266 shares; 2025Q4: 295,366 shares 295,366 $30.3M 0.66% -5,900 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,984 shares; 2024Q4: 278,562 shares; 2025Q1: 282,099 shares; 2025Q2: 281,810 shares; 2025Q3: 281,687 shares; 2025Q4: 299,642 shares 299,642 $30.2M 0.66% +17,955 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,468 shares; 2024Q4: 295,045 shares; 2025Q1: 303,846 shares; 2025Q2: 304,373 shares; 2025Q3: 305,448 shares; 2025Q4: 307,224 shares 307,224 $30M 0.65% +1,776 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,984 shares; 2024Q4: 197,314 shares; 2025Q1: 203,499 shares; 2025Q2: 203,521 shares; 2025Q3: 209,846 shares; 2025Q4: 217,318 shares 217,318 $27.3M 0.59% +7,472 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 710,683 shares 710,683 $27.2M 0.59% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 2,968 shares; 2025Q1: 2,918 shares; 2025Q2: 3,008 shares; 2025Q3: 2,571 shares; 2025Q4: 113,926 shares 113,926 $25.9M 0.56% +111,355 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,385 shares; 2024Q4: 147,288 shares; 2025Q1: 159,684 shares; 2025Q2: 163,699 shares; 2025Q3: 169,284 shares; 2025Q4: 177,047 shares 177,047 $24.4M 0.53% +7,763 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,100 shares; 2024Q4: 101,535 shares; 2025Q1: 97,200 shares; 2025Q2: 97,750 shares; 2025Q3: 97,915 shares; 2025Q4: 97,900 shares 97,900 $18.8M 0.41% -15 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,800 shares; 2024Q4: 151,713 shares; 2025Q1: 297,093 shares; 2025Q2: 296,363 shares; 2025Q3: 279,181 shares; 2025Q4: 279,505 shares 279,505 $17.9M 0.39% +324 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,680 shares; 2024Q4: 176,288 shares; 2025Q1: 166,792 shares; 2025Q2: 166,581 shares; 2025Q3: 164,877 shares; 2025Q4: 52,864 shares 52,864 $17.3M 0.38% -112,013 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,279 shares; 2024Q4: 117,095 shares; 2025Q1: 111,390 shares; 2025Q2: 106,296 shares; 2025Q3: 99,713 shares; 2025Q4: 95,687 shares 95,687 $16.6M 0.36% -4,026 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,501 shares; 2024Q4: 175,778 shares; 2025Q1: 181,313 shares; 2025Q2: 185,020 shares; 2025Q3: 175,077 shares; 2025Q4: 355,320 shares 355,320 $15.2M 0.33% +180,243 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,599 shares; 2024Q4: 542,512 shares; 2025Q1: 550,505 shares; 2025Q2: 566,004 shares; 2025Q3: 580,042 shares; 2025Q4: 188,576 shares 188,576 $11M 0.24% -391,466 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,681 shares; 2024Q4: 34,375 shares; 2025Q1: 34,071 shares; 2025Q2: 33,680 shares; 2025Q3: 32,749 shares; 2025Q4: 32,292 shares 32,292 $10.9M 0.24% -457 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,002 shares; 2024Q4: 143,965 shares; 2025Q1: 137,412 shares; 2025Q2: 156,021 shares; 2025Q3: 181,463 shares; 2025Q4: 193,067 shares 193,067 $10.6M 0.23% +11,604 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,346 shares; 2024Q4: 253,407 shares; 2025Q1: 64,659 shares; 2025Q2: 57,225 shares; 2025Q3: 53,220 shares; 2025Q4: 50,320 shares 50,320 $10.5M 0.23% -2,900 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,538 shares; 2024Q4: 387,725 shares; 2025Q1: 417,691 shares; 2025Q2: 417,584 shares; 2025Q3: 438,373 shares; 2025Q4: 470,122 shares 470,122 $9.28M 0.2% +31,749 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,372 shares; 2024Q4: 113,372 shares; 2025Q1: 113,372 shares; 2025Q2: 113,372 shares; 2025Q3: 113,372 shares; 2025Q4: 113,372 shares 113,372 $9.04M 0.2% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,702 shares; 2024Q4: 346,666 shares; 2025Q1: 386,326 shares; 2025Q2: 393,115 shares; 2025Q3: 411,802 shares; 2025Q4: 434,705 shares 434,705 $8.96M 0.19% +22,903 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,400 shares; 2024Q4: 351,950 shares; 2025Q1: 397,658 shares; 2025Q2: 407,698 shares; 2025Q3: 424,185 shares; 2025Q4: 457,239 shares 457,239 $8.61M 0.19% +33,054 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,396 shares; 2024Q4: 30,822 shares; 2025Q1: 28,661 shares; 2025Q2: 29,744 shares; 2025Q3: 28,949 shares; 2025Q4: 31,584 shares 31,584 $8.59M 0.19% +2,635 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,251 shares; 2025Q3: 30,433 shares; 2025Q4: 29,772 shares 29,772 $7.22M 0.16% -661 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,020 shares; 2025Q2: 287,637 shares; 2025Q3: 342,171 shares; 2025Q4: 418,152 shares 418,152 $7.08M 0.15% +75,981 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,218 shares; 2024Q4: 39,218 shares; 2025Q1: 36,798 shares; 2025Q2: 36,862 shares; 2025Q3: 35,214 shares; 2025Q4: 34,575 shares 34,575 $5.91M 0.13% -639 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,603 shares; 2024Q4: 44,698 shares; 2025Q1: 43,335 shares; 2025Q2: 46,884 shares; 2025Q3: 46,580 shares; 2025Q4: 47,152 shares 47,152 $5.55M 0.12% +572 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,015 shares; 2024Q4: 27,452 shares; 2025Q1: 27,153 shares; 2025Q2: 28,796 shares; 2025Q3: 30,266 shares; 2025Q4: 34,976 shares 34,976 $5.41M 0.12% +4,710 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,652 shares; 2024Q4: 420,690 shares; 2025Q1: 451,593 shares; 2025Q2: 447,398 shares; 2025Q3: 457,420 shares; 2025Q4: 257,855 shares 257,855 $5.05M 0.11% -199,565 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275,640 shares 275,640 $4.6M 0.1% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 2,712 shares; 2025Q1: 2,468 shares; 2025Q2: 10,127 shares; 2025Q3: 14,208 shares; 2025Q4: 30,828 shares 30,828 $4.44M 0.1% +16,620 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 98,429 shares 98,429 $4.41M 0.1% -16,690 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,488 shares; 2024Q4: 20,321 shares; 2025Q1: 19,029 shares; 2025Q2: 18,797 shares; 2025Q3: 17,325 shares; 2025Q4: 16,422 shares 16,422 $4.22M 0.09% -903 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,302 shares; 2024Q4: 533,322 shares; 2025Q1: 559,607 shares; 2025Q2: 167,001 shares; 2025Q3: 108,049 shares; 2025Q4: 84,480 shares 84,480 $3.93M 0.09% -23,569 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,598 shares; 2024Q4: 15,179 shares; 2025Q1: 14,712 shares; 2025Q2: 14,206 shares; 2025Q3: 13,351 shares; 2025Q4: 13,204 shares 13,204 $3.81M 0.08% -147 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,534 shares; 2024Q4: 914,181 shares; 2025Q1: 908,572 shares; 2025Q2: 897,292 shares; 2025Q3: 103,659 shares; 2025Q4: 84,749 shares 84,749 $3.69M 0.08% -18,910 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,710 shares; 2024Q4: 37,160 shares; 2025Q1: 37,160 shares; 2025Q2: 37,010 shares; 2025Q3: 35,046 shares; 2025Q4: 34,912 shares 34,912 $3.63M 0.08% -134 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,320 shares; 2024Q4: 33,620 shares; 2025Q1: 30,962 shares; 2025Q2: 30,662 shares; 2025Q3: 29,862 shares; 2025Q4: 29,862 shares 29,862 $3.57M 0.08% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,537 shares; 2024Q4: 4,786 shares; 2025Q1: 4,605 shares; 2025Q2: 16,863 shares; 2025Q3: 17,965 shares; 2025Q4: 22,634 shares 22,634 $3.51M 0.08% +4,669 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,210 shares; 2024Q4: 29,502 shares; 2025Q1: 28,297 shares; 2025Q2: 30,020 shares; 2025Q3: 30,266 shares; 2025Q4: 30,304 shares 30,304 $3.38M 0.07% +38 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,277 shares; 2024Q4: 65,888 shares; 2025Q1: 56,181 shares; 2025Q2: 52,996 shares; 2025Q3: 48,280 shares; 2025Q4: 44,755 shares 44,755 $3.01M 0.07% -3,525 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,444 shares 58,444 $2.84M 0.06% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,708 shares; 2024Q4: 50,349 shares; 2025Q1: 36,989 shares; 2025Q2: 33,084 shares; 2025Q3: 29,864 shares; 2025Q4: 28,337 shares 28,337 $2.83M 0.06% -1,527 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,935 shares; 2024Q4: 12,913 shares; 2025Q1: 12,388 shares; 2025Q2: 10,940 shares; 2025Q3: 9,180 shares; 2025Q4: 8,981 shares 8,981 $2.66M 0.06% -199 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 5,980 shares; 2025Q1: 5,560 shares; 2025Q2: 5,265 shares; 2025Q3: 5,194 shares; 2025Q4: 5,014 shares 5,014 $2.52M 0.05% -180 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,208 shares; 2025Q1: 2,360 shares; 2025Q2: 2,252 shares; 2025Q3: 2,538 shares; 2025Q4: 2,227 shares 2,227 $2.39M 0.05% -311 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,878 shares; 2024Q4: 39,253 shares; 2025Q1: 38,653 shares; 2025Q2: 38,253 shares; 2025Q3: 34,953 shares; 2025Q4: 34,386 shares 34,386 $2.34M 0.05% -567 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,810 shares; 2025Q1: 2,908 shares; 2025Q2: 3,361 shares; 2025Q3: 3,584 shares; 2025Q4: 3,401 shares 3,401 $2.32M 0.05% -183 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,837 shares; 2024Q4: 9,951 shares; 2025Q1: 9,879 shares; 2025Q2: 10,620 shares; 2025Q3: 11,162 shares; 2025Q4: 12,028 shares 12,028 $2.24M 0.05% +866 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,380 shares; 2024Q4: 21,330 shares; 2025Q1: 20,830 shares; 2025Q2: 20,772 shares; 2025Q3: 19,901 shares; 2025Q4: 19,901 shares 19,901 $1.98M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,209 shares; 2024Q4: 60,587 shares; 2025Q1: 59,488 shares; 2025Q2: 55,401 shares; 2025Q3: 51,051 shares; 2025Q4: 50,350 shares 50,350 $1.86M 0.04% -701 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,790 shares; 2024Q4: 4,790 shares; 2025Q1: 4,790 shares; 2025Q2: 4,763 shares; 2025Q3: 5,228 shares; 2025Q4: 7,816 shares 7,816 $1.8M 0.04% +2,588 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,087 shares; 2024Q4: 73,241 shares; 2025Q1: 64,791 shares; 2025Q2: 61,337 shares; 2025Q3: 57,186 shares; 2025Q4: 51,764 shares 51,764 $1.8M 0.04% -5,422 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,713 shares; 2024Q4: 5,718 shares; 2025Q1: 5,362 shares; 2025Q2: 5,807 shares; 2025Q3: 5,645 shares; 2025Q4: 5,814 shares 5,814 $1.78M 0.04% +169 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 6,215 shares; 2025Q1: 6,134 shares; 2025Q2: 6,109 shares; 2025Q3: 6,109 shares; 2025Q4: 6,109 shares 6,109 $1.77M 0.04% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,865 shares; 2025Q1: 1,852 shares; 2025Q2: 1,903 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares 1,920 $1.66M 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,152 shares; 2024Q4: 5,482 shares; 2025Q1: 5,103 shares; 2025Q2: 5,103 shares; 2025Q3: 5,556 shares; 2025Q4: 5,076 shares 5,076 $1.59M 0.03% -480 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $1.5M 0.03% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,846 shares; 2024Q4: 38,045 shares; 2025Q1: 25,730 shares; 2025Q2: 20,757 shares; 2025Q3: 19,472 shares; 2025Q4: 17,245 shares 17,245 $1.48M 0.03% -2,227 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,029 shares; 2024Q4: 6,011 shares; 2025Q1: 5,946 shares; 2025Q2: 5,946 shares; 2025Q3: 5,946 shares; 2025Q4: 5,950 shares 5,950 $1.44M 0.03% +4 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 4,095 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 4,075 shares 4,075 $1.43M 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,129 shares; 2025Q1: 2,129 shares; 2025Q2: 7,744 shares; 2025Q3: 8,948 shares; 2025Q4: 8,948 shares 8,948 $1.38M 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,978 shares; 2024Q4: 39,794 shares; 2025Q1: 38,068 shares; 2025Q2: 19,537 shares; 2025Q3: 17,193 shares; 2025Q4: 30,708 shares 30,708 $1.37M 0.03% +13,515 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,066 shares; 2025Q1: 2,068 shares; 2025Q2: 2,068 shares; 2025Q3: 2,046 shares; 2025Q4: 2,059 shares 2,059 $1.36M 0.03% +13 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,201 shares; 2025Q2: 4,874 shares; 2025Q3: 6,154 shares; 2025Q4: 6,338 shares 6,338 $1.21M 0.03% +184 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 10,112 shares; 2025Q1: 10,094 shares; 2025Q2: 10,406 shares; 2025Q3: 10,025 shares; 2025Q4: 9,906 shares 9,906 $1.15M 0.03% -119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,828 shares; 2024Q4: 20,815 shares; 2025Q1: 20,815 shares; 2025Q2: 20,848 shares; 2025Q3: 20,697 shares; 2025Q4: 21,730 shares 21,730 $1.14M 0.02% +1,033 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,776 shares; 2024Q4: 33,776 shares; 2025Q1: 33,076 shares; 2025Q2: 32,876 shares; 2025Q3: 30,176 shares; 2025Q4: 29,901 shares 29,901 $1.08M 0.02% -275 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,700 shares; 2024Q4: 37,948 shares; 2025Q1: 27,438 shares; 2025Q2: 24,883 shares; 2025Q3: 23,988 shares; 2025Q4: 21,823 shares 21,823 $1.04M 0.02% -2,165 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,871 shares; 2024Q4: 15,671 shares; 2025Q1: 13,070 shares; 2025Q2: 13,795 shares; 2025Q3: 11,975 shares; 2025Q4: 11,997 shares 11,997 $1.01M 0.02% +22 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares 1,626 $981K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,212 shares; 2024Q4: 29,712 shares; 2025Q1: 28,512 shares; 2025Q2: 24,697 shares; 2025Q3: 20,497 shares; 2025Q4: 19,997 shares 19,997 $960K 0.02% -500 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 4,418 shares; 2025Q1: 4,733 shares; 2025Q2: 4,690 shares; 2025Q3: 4,515 shares; 2025Q4: 4,163 shares 4,163 $915K 0.02% -352 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,006 shares; 2025Q1: 1,136 shares; 2025Q2: 1,539 shares; 2025Q3: 1,545 shares; 2025Q4: 1,413 shares 1,413 $868K 0.02% -132 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,776 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 2,161 shares 2,161 $856K 0.02% -129 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,967 shares; 2024Q4: 6,967 shares; 2025Q1: 6,968 shares; 2025Q2: 6,968 shares; 2025Q3: 6,762 shares; 2025Q4: 8,266 shares 8,266 $825K 0.02% +1,504 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,009 shares; 2024Q4: 4,984 shares; 2025Q1: 5,016 shares; 2025Q2: 5,564 shares; 2025Q3: 5,241 shares; 2025Q4: 4,691 shares 4,691 $751K 0.02% -550 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,171 shares; 2024Q4: 33,984 shares; 2025Q1: 7,897 shares; 2025Q2: 7,453 shares; 2025Q3: 6,266 shares; 2025Q4: 9,576 shares 9,576 $744K 0.02% +3,310 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 4,313 shares; 2025Q1: 3,407 shares; 2025Q2: 3,518 shares; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares 3,097 $716K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,882 shares; 2024Q4: 19,882 shares; 2025Q1: 19,882 shares; 2025Q2: 19,882 shares; 2025Q3: 19,882 shares; 2025Q4: 19,882 shares 19,882 $707K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,998 shares; 2025Q3: 1,879 shares; 2025Q4: 1,879 shares 1,879 $677K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,837 shares; 2025Q1: 4,837 shares; 2025Q2: 4,837 shares; 2025Q3: 4,837 shares; 2025Q4: 3,624 shares 3,624 $667K 0.01% -1,213 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,293 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares 1,143 $652K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares 1,355 $651K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $643K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 1,660 shares; 2025Q2: 2,383 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares 2,060 $635K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,420 shares; 2025Q1: 2,420 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares; 2025Q4: 2,418 shares 2,418 $621K 0.01% -2 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,614 shares; 2025Q1: 1,562 shares; 2025Q2: 1,733 shares; 2025Q3: 1,760 shares; 2025Q4: 1,739 shares 1,739 $610K 0.01% -21 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,090 shares; 2025Q3: 11,524 shares; 2025Q4: 11,135 shares 11,135 $599K 0.01% -389 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,148 shares; 2024Q4: 4,147 shares; 2025Q1: 4,147 shares; 2025Q2: 4,147 shares; 2025Q3: 5,085 shares; 2025Q4: 4,117 shares 4,117 $564K 0.01% -968 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,440 shares; 2025Q1: 5,440 shares; 2025Q2: 5,043 shares; 2025Q3: 5,043 shares; 2025Q4: 5,043 shares 5,043 $556K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,792 shares; 2024Q4: 11,952 shares; 2025Q1: 11,352 shares; 2025Q2: 11,126 shares; 2025Q3: 11,146 shares; 2025Q4: 10,946 shares 10,946 $539K 0.01% -200 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,007 shares; 2025Q3: 1,893 shares; 2025Q4: 1,884 shares 1,884 $538K 0.01% -9 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 5,835 shares; 2025Q3: 5,835 shares; 2025Q4: 5,835 shares 5,835 $532K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 6,276 shares; 2025Q1: 6,193 shares; 2025Q2: 7,432 shares; 2025Q3: 7,130 shares; 2025Q4: 7,130 shares 7,130 $524K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,218 shares; 2025Q2: 3,218 shares; 2025Q3: 3,218 shares; 2025Q4: 3,118 shares 3,118 $501K 0.01% -100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,142 shares; 2024Q4: 20,142 shares; 2025Q1: 20,142 shares; 2025Q2: 20,142 shares; 2025Q3: 20,142 shares; 2025Q4: 20,142 shares 20,142 $481K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 3,582 shares; 2025Q3: 3,353 shares; 2025Q4: 3,353 shares 3,353 $445K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 773 shares; 2025Q4: 773 shares 773 $438K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 628 shares; 2025Q4: 619 shares 619 $424K 0.01% -9 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares 9,900 $423K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 3,981 shares; 2025Q1: 3,837 shares; 2025Q2: 4,099 shares; 2025Q3: 3,869 shares; 2025Q4: 3,221 shares 3,221 $416K 0.01% -648 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,314 shares; 2025Q2: 13,338 shares; 2025Q3: 13,338 shares; 2025Q4: 14,024 shares 14,024 $415K 0.01% +686 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,222 shares; 2025Q1: 2,022 shares; 2025Q2: 1,939 shares; 2025Q3: 1,839 shares; 2025Q4: 1,872 shares 1,872 $406K 0.01% +33 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,161 shares; 2024Q4: 33,399 shares; 2025Q1: 28,149 shares; 2025Q2: 28,011 shares; 2025Q3: 18,911 shares; 2025Q4: 13,212 shares 13,212 $395K 0.01% -5,699 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,777 shares; 2024Q4: 7,856 shares; 2025Q1: 7,518 shares; 2025Q2: 7,860 shares; 2025Q3: 7,517 shares; 2025Q4: 7,111 shares 7,111 $384K 0.01% -406 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 579 shares; 2025Q4: 579 shares 579 $378K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: 7,932 shares; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares; 2025Q3: 4,532 shares; 2025Q4: 4,532 shares 4,532 $358K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,783 shares; 2025Q1: 1,783 shares; 2025Q2: 2,533 shares; 2025Q3: 2,533 shares; 2025Q4: 2,533 shares 2,533 $357K 0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 706 shares; 2025Q3: 830 shares; 2025Q4: 698 shares 698 $341K 0.01% -132 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,133 shares; 2024Q4: 9,658 shares; 2025Q1: 9,008 shares; 2025Q2: 5,960 shares; 2025Q3: 6,183 shares; 2025Q4: 6,183 shares 6,183 $340K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,763 shares; 2024Q4: 5,532 shares; 2025Q1: 4,933 shares; 2025Q2: 4,664 shares; 2025Q3: 4,548 shares; 2025Q4: 4,548 shares 4,548 $330K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 5,490 shares; 2025Q1: 5,486 shares; 2025Q2: 5,486 shares; 2025Q3: 5,486 shares; 2025Q4: 5,486 shares 5,486 $329K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 679 shares; 2025Q1: not reported; 2025Q2: 1,285 shares; 2025Q3: 589 shares; 2025Q4: 729 shares 729 $328K 0.01% +140 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $328K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 2,449 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares 1,320 $325K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,033 shares; 2025Q1: 4,369 shares; 2025Q2: 4,613 shares; 2025Q3: 3,969 shares; 2025Q4: 3,469 shares 3,469 $323K 0.01% -500 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $323K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares 995 $322K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,668 shares; 2025Q2: 9,685 shares; 2025Q3: 9,692 shares; 2025Q4: 9,698 shares 9,698 $316K 0.01% +6 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,493 shares; 2024Q4: 12,714 shares; 2025Q1: 12,817 shares; 2025Q2: 14,263 shares; 2025Q3: 12,417 shares; 2025Q4: 12,442 shares 12,442 $310K 0.01% +25 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: 2,506 shares; 2025Q2: 2,506 shares; 2025Q3: 2,506 shares; 2025Q4: 2,506 shares 2,506 $309K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,194 shares; 2025Q1: 3,194 shares; 2025Q2: 3,194 shares; 2025Q3: 3,194 shares; 2025Q4: 3,194 shares 3,194 $307K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,909 shares; 2024Q4: 14,240 shares; 2025Q1: 13,683 shares; 2025Q2: 13,417 shares; 2025Q3: 12,329 shares; 2025Q4: 10,628 shares 10,628 $306K 0.01% -1,701 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 416 shares; 2025Q1: 421 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares 535 $305K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,369 shares; 2024Q4: 10,369 shares; 2025Q1: 10,369 shares; 2025Q2: 10,369 shares; 2025Q3: 10,369 shares; 2025Q4: 10,369 shares 10,369 $304K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 407 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares 366 $300K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 5,647 shares; 2025Q1: 5,647 shares; 2025Q2: 6,033 shares; 2025Q3: 5,747 shares; 2025Q4: 5,747 shares 5,747 $292K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 665 shares; 2025Q4: 665 shares 665 $281K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 2,992 shares; 2025Q3: 2,992 shares; 2025Q4: 2,992 shares 2,992 $264K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 3,920 shares; 2025Q1: 3,646 shares; 2025Q2: 3,538 shares; 2025Q3: 3,050 shares; 2025Q4: 2,543 shares 2,543 $260K 0.01% -507 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares 5,700 $254K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,374 shares 1,374 $250K 0.01% +4 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,282 shares; 2024Q4: 4,732 shares; 2025Q1: 3,247 shares; 2025Q2: 3,317 shares; 2025Q3: 3,117 shares; 2025Q4: 3,107 shares 3,107 $248K 0.01% -10 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares 2,813 $245K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,751 shares; 2025Q1: 1,751 shares; 2025Q2: 1,751 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares 1,601 $242K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,134 shares; 2025Q3: 1,103 shares; 2025Q4: 2,005 shares 2,005 $239K 0.01% +902 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 653 shares; 2025Q4: 694 shares 694 $233K 0.01% +41 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,118 shares; 2025Q1: 1,110 shares; 2025Q2: 1,102 shares; 2025Q3: 1,095 shares; 2025Q4: 1,088 shares 1,088 $231K 0.01% -7 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,703 shares; 2025Q3: not reported; 2025Q4: 1,079 shares 1,079 $229K <0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares 1,063 $224K <0.01% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,207 shares; 2025Q4: 1,207 shares 1,207 $221K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,528 shares; 2024Q4: 11,236 shares; 2025Q1: 10,241 shares; 2025Q2: 10,421 shares; 2025Q3: 9,451 shares; 2025Q4: 9,451 shares 9,451 $221K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,393 shares; 2025Q1: 3,393 shares; 2025Q2: 2,793 shares; 2025Q3: 2,793 shares; 2025Q4: 2,793 shares 2,793 $220K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,514 shares; 2025Q3: 2,514 shares; 2025Q4: 2,514 shares 2,514 $220K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,565 shares; 2025Q4: 3,798 shares 3,798 $218K <0.01% +233 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,727 shares; 2025Q1: 2,627 shares; 2025Q2: 2,217 shares; 2025Q3: not reported; 2025Q4: 2,098 shares 2,098 $207K <0.01% new Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,400 shares 5,400 $203K <0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,003 shares 13,003 $171K <0.01% new Timeline