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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,065 shares; 2024Q4: 212,842 shares; 2025Q1: 205,751 shares; 2025Q2: 205,604 shares 205,604 $127M 4.49% -147 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613,795 shares; 2024Q4: 597,785 shares; 2025Q1: 552,787 shares; 2025Q2: 547,750 shares 547,750 $112M 3.97% -5,037 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,702 shares; 2024Q4: 415,111 shares; 2025Q1: 397,341 shares; 2025Q2: 387,830 shares 387,830 $107M 3.78% -9,511 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,587 shares; 2024Q4: 212,144 shares; 2025Q1: 210,201 shares; 2025Q2: 208,537 shares 208,537 $104M 3.67% -1,664 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,642 shares; 2024Q4: 640,749 shares; 2025Q1: 609,542 shares; 2025Q2: 589,316 shares 589,316 $93.1M 3.29% -20,226 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,395 shares; 2024Q4: 148,813 shares; 2025Q1: 158,246 shares; 2025Q2: 162,672 shares 162,672 $92.4M 3.27% +4,426 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,810 shares; 2024Q4: 422,876 shares; 2025Q1: 409,696 shares; 2025Q2: 408,103 shares 408,103 $89.5M 3.17% -1,593 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,778 shares; 2024Q4: 967,491 shares; 2025Q1: 938,529 shares; 2025Q2: 928,015 shares 928,015 $85.3M 3.02% -10,514 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,978 shares; 2024Q4: 231,652 shares; 2025Q1: 225,660 shares; 2025Q2: 222,573 shares 222,573 $79M 2.79% -3,087 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,367 shares; 2024Q4: 421,747 shares; 2025Q1: 412,884 shares; 2025Q2: 414,387 shares 414,387 $73M 2.58% +1,503 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,538 shares; 2024Q4: 331,742 shares; 2025Q1: 324,386 shares; 2025Q2: 320,725 shares 320,725 $69.2M 2.45% -3,661 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,375 shares; 2024Q4: 199,122 shares; 2025Q1: 199,015 shares; 2025Q2: 195,514 shares 195,514 $66.4M 2.35% -3,501 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,828 shares; 2024Q4: 189,676 shares; 2025Q1: 220,937 shares; 2025Q2: 225,408 shares 225,408 $65.3M 2.31% +4,471 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,885 shares; 2024Q4: 81,754 shares; 2025Q1: 78,740 shares; 2025Q2: 77,439 shares 77,439 $57.2M 2.02% -1,301 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,211 shares; 2024Q4: 92,634 shares; 2025Q1: 88,308 shares; 2025Q2: 88,255 shares 88,255 $50M 1.77% -53 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,721 shares; 2024Q4: 117,195 shares; 2025Q1: 116,042 shares; 2025Q2: 115,790 shares 115,790 $42.5M 1.5% -252 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,664 shares; 2024Q4: 205,998 shares; 2025Q1: 199,692 shares; 2025Q2: 196,689 shares 196,689 $40.3M 1.42% -3,003 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,543 shares; 2024Q4: 98,387 shares; 2025Q1: 95,982 shares; 2025Q2: 95,437 shares 95,437 $38.7M 1.37% -545 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,275 shares; 2024Q4: 141,384 shares; 2025Q1: 138,707 shares; 2025Q2: 137,438 shares 137,438 $28.8M 1.02% -1,269 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,789 shares; 2024Q4: 237,855 shares; 2025Q1: 233,395 shares; 2025Q2: 231,972 shares 231,972 $28.6M 1.01% -1,423 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,704 shares; 2024Q4: 203,568 shares; 2025Q1: 207,047 shares; 2025Q2: 211,261 shares 211,261 $28.2M 1% +4,214 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,929 shares; 2024Q4: 30,123 shares; 2025Q1: 28,605 shares; 2025Q2: 28,280 shares 28,280 $28M 0.99% -325 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,068 shares; 2024Q4: 295,411 shares; 2025Q1: 291,459 shares; 2025Q2: 284,999 shares 284,999 $27.9M 0.99% -6,460 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,586 shares; 2024Q4: 191,691 shares; 2025Q1: 186,116 shares; 2025Q2: 184,387 shares 184,387 $26.9M 0.95% -1,729 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,849 shares; 2025Q2: 24,758 shares 24,758 $26M 0.92% -91 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,172 shares; 2024Q4: 28,578 shares; 2025Q1: 28,103 shares; 2025Q2: 27,827 shares 27,827 $24.9M 0.88% -276 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,710 shares; 2024Q4: 261,417 shares; 2025Q1: 267,700 shares; 2025Q2: 266,347 shares 266,347 $24.9M 0.88% -1,353 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,577 shares; 2025Q1: 4,497 shares; 2025Q2: 4,229 shares 4,229 $24.5M 0.87% -268 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,275 shares; 2024Q4: 279,812 shares; 2025Q1: 277,844 shares; 2025Q2: 284,563 shares 284,563 $23.8M 0.84% +6,719 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,175 shares; 2024Q4: 44,778 shares; 2025Q1: 43,647 shares; 2025Q2: 43,114 shares 43,114 $23.4M 0.83% -533 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,888 shares; 2024Q4: 80,426 shares; 2025Q1: 78,243 shares; 2025Q2: 77,915 shares 77,915 $23.3M 0.82% -328 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,829 shares; 2024Q4: 44,538 shares; 2025Q1: 43,899 shares; 2025Q2: 44,144 shares 44,144 $23.3M 0.82% +245 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,069 shares; 2024Q4: 77,320 shares; 2025Q1: 75,053 shares; 2025Q2: 74,889 shares 74,889 $23.1M 0.82% -164 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,774 shares; 2024Q4: 99,481 shares; 2025Q1: 97,726 shares; 2025Q2: 96,839 shares 96,839 $23M 0.81% -887 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,999 shares; 2024Q4: 76,942 shares; 2025Q1: 75,002 shares; 2025Q2: 73,508 shares 73,508 $22.9M 0.81% -1,494 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,392 shares; 2024Q4: 332,721 shares; 2025Q1: 330,110 shares; 2025Q2: 327,544 shares 327,544 $22.7M 0.8% -2,566 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,393 shares; 2024Q4: 101,766 shares; 2025Q1: 100,820 shares; 2025Q2: 101,085 shares 101,085 $22.1M 0.78% +265 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,302 shares; 2024Q4: 55,021 shares; 2025Q1: 56,503 shares; 2025Q2: 55,977 shares 55,977 $21.2M 0.75% -526 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,362 shares; 2024Q4: 61,218 shares; 2025Q1: 52,584 shares; 2025Q2: 53,419 shares 53,419 $21.1M 0.75% +835 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,152 shares; 2024Q4: 69,291 shares; 2025Q1: 69,823 shares; 2025Q2: 71,251 shares 71,251 $19.4M 0.69% +1,428 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,690 shares; 2024Q4: 125,640 shares; 2025Q1: 123,768 shares; 2025Q2: 124,604 shares 124,604 $19M 0.67% +836 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,126 shares; 2024Q4: 123,772 shares; 2025Q1: 123,711 shares; 2025Q2: 122,732 shares 122,732 $18.4M 0.65% -979 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,052 shares; 2024Q4: 131,455 shares; 2025Q1: 130,191 shares; 2025Q2: 133,913 shares 133,913 $18.2M 0.64% +3,722 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,519 shares; 2024Q4: 122,678 shares; 2025Q1: 120,469 shares; 2025Q2: 119,845 shares 119,845 $18.1M 0.64% -624 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,078 shares; 2024Q4: 306,582 shares; 2025Q1: 299,254 shares; 2025Q2: 300,773 shares 300,773 $18.1M 0.64% +1,519 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,245 shares; 2024Q4: 161,483 shares; 2025Q1: 160,492 shares; 2025Q2: 164,340 shares 164,340 $18M 0.63% +3,848 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,841 shares; 2024Q4: 79,513 shares; 2025Q1: 76,814 shares; 2025Q2: 76,887 shares 76,887 $17.9M 0.63% +73 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,179 shares; 2024Q4: 21,724 shares; 2025Q1: 21,237 shares; 2025Q2: 21,343 shares 21,343 $17M 0.6% +106 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,966 shares; 2024Q4: 38,999 shares; 2025Q1: 38,166 shares; 2025Q2: 37,563 shares 37,563 $16.6M 0.59% -603 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,588 shares; 2024Q4: 49,102 shares; 2025Q1: 53,531 shares; 2025Q2: 54,031 shares 54,031 $16.4M 0.58% +500 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,991 shares; 2025Q1: 109,383 shares; 2025Q2: 131,863 shares 131,863 $16.4M 0.58% +22,480 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,221 shares; 2024Q4: 146,196 shares; 2025Q1: 154,823 shares; 2025Q2: 151,877 shares 151,877 $16.2M 0.57% -2,946 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,841 shares; 2024Q4: 122,873 shares; 2025Q1: 126,767 shares; 2025Q2: 130,712 shares 130,712 $16.2M 0.57% +3,945 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,279 shares; 2024Q4: 214,485 shares; 2025Q1: 246,242 shares; 2025Q2: 258,694 shares 258,694 $16M 0.57% +12,452 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,150 shares; 2024Q4: 19,488 shares; 2025Q1: 19,456 shares; 2025Q2: 19,954 shares 19,954 $16M 0.57% +498 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,156 shares; 2024Q4: 167,049 shares; 2025Q1: 164,959 shares; 2025Q2: 160,478 shares 160,478 $15.9M 0.56% -4,481 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,954 shares; 2024Q4: 101,414 shares; 2025Q1: 100,558 shares; 2025Q2: 99,512 shares 99,512 $15.7M 0.55% -1,046 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,605 shares; 2024Q4: 229,050 shares; 2025Q1: 224,429 shares; 2025Q2: 223,814 shares 223,814 $15.5M 0.55% -615 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,435 shares; 2024Q4: 227,542 shares; 2025Q1: 228,675 shares; 2025Q2: 229,254 shares 229,254 $15.5M 0.55% +579 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,197 shares; 2024Q4: 126,330 shares; 2025Q1: 124,986 shares; 2025Q2: 112,938 shares 112,938 $14.8M 0.52% -12,048 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,065 shares; 2024Q4: 52,227 shares; 2025Q1: 51,316 shares; 2025Q2: 51,217 shares 51,217 $14.8M 0.52% -99 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,459 shares; 2024Q4: 19,292 shares; 2025Q1: 18,520 shares; 2025Q2: 18,634 shares 18,634 $14.5M 0.51% +114 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,731 shares; 2024Q4: 66,327 shares; 2025Q1: 64,980 shares; 2025Q2: 64,990 shares 64,990 $14.4M 0.51% +10 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,442 shares; 2024Q4: 34,229 shares; 2025Q1: 34,486 shares; 2025Q2: 36,928 shares 36,928 $14.3M 0.51% +2,442 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,947 shares; 2024Q4: 31,103 shares; 2025Q1: 30,502 shares; 2025Q2: 30,673 shares 30,673 $14.2M 0.5% +171 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,210 shares; 2024Q4: 59,880 shares; 2025Q1: 58,376 shares; 2025Q2: 58,067 shares 58,067 $14.1M 0.5% -309 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,944 shares; 2024Q4: 110,356 shares; 2025Q1: 104,558 shares; 2025Q2: 105,234 shares 105,234 $13.9M 0.49% +676 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,884 shares; 2024Q4: 208,355 shares; 2025Q1: 197,232 shares; 2025Q2: 186,664 shares 186,664 $13.9M 0.49% -10,568 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,148 shares; 2024Q4: 83,168 shares; 2025Q1: 82,242 shares; 2025Q2: 81,997 shares 81,997 $13.1M 0.46% -245 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,495 shares; 2024Q4: 59,426 shares; 2025Q1: 59,123 shares; 2025Q2: 63,157 shares 63,157 $12.9M 0.46% +4,034 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,564 shares; 2024Q4: 299,075 shares; 2025Q1: 272,321 shares; 2025Q2: 263,220 shares 263,220 $12.5M 0.44% -9,101 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,649 shares; 2024Q4: 174,276 shares; 2025Q1: 180,417 shares; 2025Q2: 180,553 shares 180,553 $12.1M 0.43% +136 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,302 shares; 2024Q4: 51,423 shares; 2025Q1: 51,040 shares; 2025Q2: 51,931 shares 51,931 $11.9M 0.42% +891 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,094 shares; 2024Q4: 75,790 shares; 2025Q1: 74,429 shares; 2025Q2: 66,568 shares 66,568 $11.5M 0.41% -7,861 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,465 shares; 2024Q4: 72,580 shares; 2025Q1: 71,340 shares; 2025Q2: 71,310 shares 71,310 $11.1M 0.39% -30 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,261 shares; 2024Q4: 38,027 shares; 2025Q1: 37,141 shares; 2025Q2: 37,344 shares 37,344 $10.9M 0.39% +203 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 791 shares; 2025Q2: 88,100 shares 88,100 $10.8M 0.38% +87,309 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154,462 shares; 2025Q2: 154,459 shares 154,459 $10.5M 0.37% -3 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,317 shares; 2024Q4: 116,783 shares; 2025Q1: 116,439 shares; 2025Q2: 117,662 shares 117,662 $10.5M 0.37% +1,223 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,482 shares 19,482 $10.4M 0.37% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,185 shares; 2024Q4: 193,646 shares; 2025Q1: 190,192 shares; 2025Q2: 188,452 shares 188,452 $9.91M 0.35% -1,740 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,199 shares; 2024Q4: 124,673 shares; 2025Q1: 120,955 shares; 2025Q2: 120,152 shares 120,152 $9.55M 0.34% -803 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,852 shares; 2024Q4: 60,128 shares; 2025Q1: 176,742 shares; 2025Q2: 189,182 shares 189,182 $9.28M 0.33% +12,440 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,902 shares; 2025Q1: 47,029 shares; 2025Q2: 51,127 shares 51,127 $8.62M 0.3% +4,098 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,611 shares; 2024Q4: 200,851 shares; 2025Q1: 201,035 shares; 2025Q2: 198,650 shares 198,650 $8.6M 0.3% -2,385 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,537 shares; 2024Q4: 249,294 shares; 2025Q1: 243,955 shares; 2025Q2: 237,638 shares 237,638 $8.48M 0.3% -6,317 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,084 shares; 2024Q4: 94,435 shares; 2025Q1: 92,144 shares; 2025Q2: 91,570 shares 91,570 $7.98M 0.28% -574 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,171 shares; 2024Q4: 12,346 shares; 2025Q1: 12,471 shares; 2025Q2: 12,471 shares 12,471 $7.74M 0.27% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,946 shares; 2024Q4: 322,477 shares; 2025Q1: 317,332 shares; 2025Q2: 319,131 shares 319,131 $7.74M 0.27% +1,799 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,932 shares; 2024Q4: 103,242 shares; 2025Q1: 104,378 shares; 2025Q2: 103,869 shares 103,869 $7.67M 0.27% -509 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,032 shares; 2024Q4: 15,557 shares; 2025Q1: 18,029 shares; 2025Q2: 15,338 shares 15,338 $7.45M 0.26% -2,691 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,069 shares; 2024Q4: 239,746 shares; 2025Q1: 80,607 shares; 2025Q2: 61,512 shares 61,512 $7.44M 0.26% -19,095 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,982 shares; 2024Q4: 89,738 shares; 2025Q1: 89,031 shares; 2025Q2: 89,928 shares 89,928 $7.32M 0.26% +897 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,886 shares; 2024Q4: 26,745 shares; 2025Q1: 26,556 shares; 2025Q2: 25,551 shares 25,551 $7.15M 0.25% -1,005 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,678 shares; 2024Q4: 31,229 shares; 2025Q1: 30,343 shares; 2025Q2: 31,146 shares 31,146 $7.08M 0.25% +803 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,213 shares; 2024Q4: 137,686 shares; 2025Q1: 138,249 shares; 2025Q2: 133,654 shares 133,654 $6.51M 0.23% -4,595 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,324 shares; 2025Q1: 79,052 shares; 2025Q2: 82,150 shares 82,150 $6.04M 0.21% +3,098 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,121 shares; 2024Q4: 103,909 shares; 2025Q1: 110,808 shares; 2025Q2: 108,843 shares 108,843 $5.7M 0.2% -1,965 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,016 shares; 2024Q4: 30,143 shares; 2025Q1: 29,112 shares; 2025Q2: 28,661 shares 28,661 $5.32M 0.19% -451 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,779 shares; 2024Q4: 46,858 shares; 2025Q1: 44,985 shares; 2025Q2: 45,682 shares 45,682 $4.92M 0.17% +697 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,826 shares; 2024Q4: 23,417 shares; 2025Q1: 22,709 shares; 2025Q2: 19,330 shares 19,330 $4.58M 0.16% -3,379 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,485 shares; 2024Q4: 16,105 shares; 2025Q1: 16,080 shares; 2025Q2: 16,025 shares 16,025 $4.57M 0.16% -55 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,852 shares; 2024Q4: 62,765 shares; 2025Q1: 60,517 shares; 2025Q2: 57,490 shares 57,490 $4.49M 0.16% -3,027 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares 6 $4.37M 0.15% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,918 shares; 2024Q4: 24,039 shares; 2025Q1: 23,444 shares; 2025Q2: 24,285 shares 24,285 $4.31M 0.15% +841 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,535 shares; 2024Q4: 18,045 shares; 2025Q1: 19,174 shares; 2025Q2: 19,257 shares 19,257 $4.21M 0.15% +83 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 13,426 shares; 2025Q1: 13,604 shares; 2025Q2: 13,605 shares 13,605 $4.01M 0.14% +1 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,892 shares; 2024Q4: 9,992 shares; 2025Q1: 9,996 shares; 2025Q2: 9,961 shares 9,961 $3.5M 0.12% -35 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: 7,113 shares; 2025Q1: 6,926 shares; 2025Q2: 6,876 shares 6,876 $3.5M 0.12% -50 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,228 shares; 2024Q4: 17,182 shares; 2025Q1: 14,043 shares; 2025Q2: 11,981 shares 11,981 $3.35M 0.12% -2,062 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 17,160 shares; 2025Q1: 16,109 shares; 2025Q2: 18,206 shares 18,206 $3.31M 0.12% +2,097 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,722 shares; 2024Q4: 303,880 shares; 2025Q1: 292,041 shares; 2025Q2: 309,795 shares 309,795 $3.26M 0.12% +17,754 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,104 shares; 2024Q4: 75,104 shares; 2025Q1: 75,104 shares; 2025Q2: 75,104 shares 75,104 $3.18M 0.11% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,743 shares; 2024Q4: 12,653 shares; 2025Q1: 12,449 shares; 2025Q2: 11,858 shares 11,858 $3.07M 0.11% -591 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,478 shares; 2025Q1: 5,398 shares; 2025Q2: 5,344 shares 5,344 $3.03M 0.11% -54 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,964 shares; 2024Q4: 194,571 shares; 2025Q1: 106,314 shares; 2025Q2: 101,436 shares 101,436 $2.94M 0.1% -4,878 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,792 shares; 2024Q4: 97,546 shares; 2025Q1: 99,165 shares; 2025Q2: 97,854 shares 97,854 $2.61M 0.09% -1,311 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,677 shares; 2024Q4: 31,732 shares; 2025Q1: 30,468 shares; 2025Q2: 30,193 shares 30,193 $2.56M 0.09% -275 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,109 shares; 2024Q4: 31,420 shares; 2025Q1: 28,730 shares; 2025Q2: 29,360 shares 29,360 $2.32M 0.08% +630 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,400 shares; 2024Q4: 193,521 shares; 2025Q1: 183,042 shares; 2025Q2: 28,404 shares 28,404 $2.15M 0.08% -154,638 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,843 shares; 2024Q4: 11,213 shares; 2025Q1: 9,911 shares; 2025Q2: 9,301 shares 9,301 $2.14M 0.08% -610 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,920 shares; 2024Q4: 38,676 shares; 2025Q1: 36,281 shares; 2025Q2: 36,230 shares 36,230 $2.07M 0.07% -51 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,367 shares; 2024Q4: 29,064 shares; 2025Q1: 28,938 shares; 2025Q2: 29,069 shares 29,069 $2.06M 0.07% +131 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,933 shares; 2024Q4: 14,260 shares; 2025Q1: 13,752 shares; 2025Q2: 13,539 shares 13,539 $1.97M 0.07% -213 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 4,575 shares; 2025Q1: 4,575 shares; 2025Q2: 4,563 shares 4,563 $1.94M 0.07% -12 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,015 shares; 2024Q4: 25,527 shares; 2025Q1: 18,151 shares; 2025Q2: 17,588 shares 17,588 $1.94M 0.07% -563 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,362 shares; 2024Q4: 15,034 shares; 2025Q1: 14,369 shares; 2025Q2: 14,369 shares 14,369 $1.91M 0.07% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,202 shares; 2024Q4: 13,082 shares; 2025Q1: 12,154 shares; 2025Q2: 12,485 shares 12,485 $1.79M 0.06% +331 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,995 shares; 2025Q1: 4,687 shares; 2025Q2: 5,161 shares 5,161 $1.65M 0.06% +474 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,295 shares; 2025Q1: 4,165 shares; 2025Q2: 4,165 shares 4,165 $1.62M 0.06% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,993 shares; 2024Q4: 10,985 shares; 2025Q1: 10,714 shares; 2025Q2: 10,915 shares 10,915 $1.54M 0.05% +201 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,111 shares; 2024Q4: 14,287 shares; 2025Q1: 13,349 shares; 2025Q2: 13,349 shares 13,349 $1.51M 0.05% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,575 shares; 2025Q1: 19,035 shares; 2025Q2: 19,035 shares 19,035 $1.4M 0.05% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,331 shares; 2025Q1: 1,005 shares; 2025Q2: 15,075 shares 15,075 $1.36M 0.05% +14,070 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: 6,053 shares; 2025Q1: 5,001 shares; 2025Q2: 4,736 shares 4,736 $1.22M 0.04% -265 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,628 shares; 2024Q4: 26,703 shares; 2025Q1: 26,630 shares; 2025Q2: 24,335 shares 24,335 $1.2M 0.04% -2,295 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 6,114 shares; 2025Q1: 6,078 shares; 2025Q2: 6,068 shares 6,068 $1.13M 0.04% -10 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,292 shares; 2024Q4: 6,352 shares; 2025Q1: 6,488 shares; 2025Q2: 6,353 shares 6,353 $1.12M 0.04% -135 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,637 shares; 2024Q4: 31,637 shares; 2025Q1: 31,655 shares; 2025Q2: 31,598 shares 31,598 $1.03M 0.04% -57 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,438 shares; 2024Q4: 28,438 shares; 2025Q1: 28,438 shares; 2025Q2: 28,438 shares 28,438 $1.02M 0.04% 0 Timeline FTCS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 16,148 shares; 2025Q1: 10,950 shares; 2025Q2: 10,950 shares 10,950 $995K 0.04% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,736 shares; 2024Q4: 12,035 shares; 2025Q1: 11,344 shares; 2025Q2: 11,103 shares 11,103 $989K 0.03% -241 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 5,281 shares; 2025Q1: 3,181 shares; 2025Q2: 3,216 shares 3,216 $980K 0.03% +35 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,577 shares; 2025Q1: 4,148 shares; 2025Q2: 4,771 shares 4,771 $942K 0.03% +623 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,944 shares; 2024Q4: 11,837 shares; 2025Q1: 11,462 shares; 2025Q2: 11,650 shares 11,650 $940K 0.03% +188 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,563 shares; 2024Q4: 10,818 shares; 2025Q1: 9,627 shares; 2025Q2: 9,313 shares 9,313 $935K 0.03% -314 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,293 shares; 2024Q4: 19,497 shares; 2025Q1: 19,497 shares; 2025Q2: 19,497 shares 19,497 $933K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 7,479 shares; 2025Q1: 4,906 shares; 2025Q2: 4,904 shares 4,904 $893K 0.03% -2 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,560 shares; 2025Q1: 8,560 shares; 2025Q2: 8,278 shares 8,278 $889K 0.03% -282 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,811 shares; 2024Q4: 5,811 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares 4,815 $880K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,526 shares; 2025Q2: 1,550 shares 1,550 $871K 0.03% +24 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,543 shares; 2024Q4: 6,466 shares; 2025Q1: 6,193 shares; 2025Q2: 4,997 shares 4,997 $862K 0.03% -1,196 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,750 shares; 2024Q4: 20,722 shares; 2025Q1: 10,732 shares; 2025Q2: 10,675 shares 10,675 $855K 0.03% -57 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,689 shares; 2024Q4: 17,255 shares; 2025Q1: 9,539 shares; 2025Q2: 6,315 shares 6,315 $851K 0.03% -3,224 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,478 shares; 2024Q4: 10,151 shares; 2025Q1: 9,655 shares; 2025Q2: 9,163 shares 9,163 $840K 0.03% -492 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,429 shares; 2024Q4: 7,989 shares; 2025Q1: 7,864 shares; 2025Q2: 7,862 shares 7,862 $836K 0.03% -2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 7,037 shares; 2025Q1: 6,625 shares; 2025Q2: 6,891 shares 6,891 $813K 0.03% +266 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 5,225 shares; 2025Q1: 5,225 shares; 2025Q2: 5,225 shares 5,225 $770K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,125 shares; 2024Q4: 9,955 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares 2,950 $747K 0.03% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $739K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 5,044 shares; 2025Q1: 5,039 shares; 2025Q2: 4,964 shares 4,964 $736K 0.03% -75 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,702 shares; 2025Q1: 1,457 shares; 2025Q2: 1,363 shares 1,363 $721K 0.03% -94 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 6,386 shares; 2025Q1: 6,386 shares; 2025Q2: 6,386 shares 6,386 $715K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,495 shares; 2025Q1: 1,510 shares; 2025Q2: 3,355 shares 3,355 $714K 0.03% +1,845 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 3,760 shares; 2025Q1: 3,560 shares; 2025Q2: 7,560 shares 7,560 $694K 0.02% +4,000 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,685 shares; 2024Q4: 12,094 shares; 2025Q1: 10,206 shares; 2025Q2: 9,795 shares 9,795 $689K 0.02% -411 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,999 shares; 2024Q4: 9,999 shares; 2025Q1: 9,999 shares; 2025Q2: 9,999 shares 9,999 $679K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,543 shares 1,543 $676K 0.02% +60 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 5,179 shares; 2025Q1: 4,378 shares; 2025Q2: 4,430 shares 4,430 $674K 0.02% +52 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,581 shares; 2024Q4: 9,256 shares; 2025Q1: 7,614 shares; 2025Q2: 6,423 shares 6,423 $661K 0.02% -1,191 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,454 shares; 2024Q4: 14,440 shares; 2025Q1: 14,432 shares; 2025Q2: 14,208 shares 14,208 $658K 0.02% -224 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,993 shares; 2024Q4: 11,993 shares; 2025Q1: 11,993 shares; 2025Q2: 11,993 shares 11,993 $647K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: 6,121 shares; 2025Q1: 5,021 shares; 2025Q2: 4,753 shares 4,753 $634K 0.02% -268 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 7,402 shares; 2025Q1: 6,992 shares; 2025Q2: 6,786 shares 6,786 $617K 0.02% -206 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 4,735 shares; 2025Q1: 4,535 shares; 2025Q2: 5,840 shares 5,840 $616K 0.02% +1,305 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 914 shares; 2025Q1: 677 shares; 2025Q2: 853 shares 853 $604K 0.02% +176 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,886 shares; 2024Q4: 6,886 shares; 2025Q1: 5,586 shares; 2025Q2: 5,586 shares 5,586 $573K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 4,472 shares; 2025Q1: 4,472 shares; 2025Q2: 4,317 shares 4,317 $570K 0.02% -155 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,785 shares; 2025Q1: 1,579 shares; 2025Q2: 1,586 shares 1,586 $566K 0.02% +7 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: 4,665 shares; 2025Q1: 4,465 shares; 2025Q2: 4,581 shares 4,581 $554K 0.02% +116 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 3,796 shares; 2025Q1: 3,627 shares; 2025Q2: 3,747 shares 3,747 $553K 0.02% +120 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,114 shares; 2025Q1: 1,103 shares; 2025Q2: 1,101 shares 1,101 $551K 0.02% -2 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,539 shares 1,539 $541K 0.02% +351 TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 6,989 shares; 2025Q1: 6,989 shares; 2025Q2: 6,989 shares 6,989 $531K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: 8,792 shares; 2025Q1: 8,332 shares; 2025Q2: 7,686 shares 7,686 $530K 0.02% -646 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,424 shares; 2024Q4: 9,153 shares; 2025Q1: 8,192 shares; 2025Q2: 7,381 shares 7,381 $524K 0.02% -811 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,392 shares; 2025Q1: 4,017 shares; 2025Q2: 4,017 shares 4,017 $518K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,208 shares; 2025Q1: 1,839 shares; 2025Q2: 1,702 shares 1,702 $496K 0.02% -137 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 690 shares; 2025Q1: 856 shares; 2025Q2: 887 shares 887 $489K 0.02% +31 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,797 shares; 2025Q1: 1,788 shares; 2025Q2: 1,788 shares 1,788 $488K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,937 shares; 2024Q4: 5,950 shares; 2025Q1: 5,343 shares; 2025Q2: 5,405 shares 5,405 $485K 0.02% +62 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,861 shares; 2024Q4: 7,906 shares; 2025Q1: 6,601 shares; 2025Q2: 6,548 shares 6,548 $479K 0.02% -53 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,450 shares; 2025Q1: 1,150 shares; 2025Q2: 1,775 shares 1,775 $478K 0.02% +625 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 3,767 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares 3,750 $476K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,510 shares; 2024Q4: 7,510 shares; 2025Q1: 7,510 shares; 2025Q2: 7,510 shares 7,510 $468K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,782 shares; 2024Q4: 23,366 shares; 2025Q1: 22,431 shares; 2025Q2: 20,225 shares 20,225 $453K 0.02% -2,206 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,128 shares; 2025Q1: 1,898 shares; 2025Q2: 2,038 shares 2,038 $452K 0.02% +140 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,324 shares; 2024Q4: 10,972 shares; 2025Q1: 5,554 shares; 2025Q2: 6,823 shares 6,823 $447K 0.02% +1,269 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,210 shares; 2025Q1: 1,345 shares; 2025Q2: 1,346 shares 1,346 $445K 0.02% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 1,701 shares; 2025Q1: 1,583 shares; 2025Q2: 1,558 shares 1,558 $440K 0.02% -25 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 6,410 shares; 2025Q1: 6,410 shares; 2025Q2: 6,825 shares 6,825 $435K 0.02% +415 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: 4,963 shares; 2025Q1: 5,372 shares; 2025Q2: 5,372 shares 5,372 $431K 0.02% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 10,260 shares; 2025Q1: 10,260 shares; 2025Q2: 10,260 shares 10,260 $430K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares 1,290 $422K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 510 shares 510 $422K 0.01% -50 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,943 shares; 2024Q4: 52,620 shares; 2025Q1: 4,561 shares; 2025Q2: 2,002 shares 2,002 $419K 0.01% -2,559 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,540 shares; 2025Q1: 1,544 shares; 2025Q2: 1,847 shares 1,847 $418K 0.01% +303 Timeline ROOKLINE BANCORP INC DEL ROOKLINE BANCORP INC DEL More: the full row for ROOKLINE BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,539 shares; 2024Q4: 31,539 shares; 2025Q1: 33,396 shares; 2025Q2: 39,490 shares 39,490 $417K 0.01% +6,094 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,839 shares; 2024Q4: 5,834 shares; 2025Q1: 5,744 shares; 2025Q2: 5,743 shares 5,743 $413K 0.01% -1 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,206 shares; 2024Q4: 9,634 shares; 2025Q1: 7,025 shares; 2025Q2: 7,030 shares 7,030 $412K 0.01% +5 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 5,834 shares 5,834 $411K 0.01% +1,474 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares 3,825 $404K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,559 shares; 2025Q1: 4,474 shares; 2025Q2: 4,095 shares 4,095 $404K 0.01% -379 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 1,630 shares 1,630 $402K 0.01% -1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,263 shares; 2025Q1: 1,257 shares; 2025Q2: 1,285 shares 1,285 $401K 0.01% +28 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,985 shares; 2025Q1: 1,585 shares; 2025Q2: 1,585 shares 1,585 $392K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500 $389K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares 4,200 $385K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 425 shares; 2025Q1: 2,410 shares; 2025Q2: 5,985 shares 5,985 $381K 0.01% +3,575 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,676 shares; 2024Q4: 8,750 shares; 2025Q1: 7,486 shares; 2025Q2: 4,628 shares 4,628 $369K 0.01% -2,858 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 3,850 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares 3,850 $361K 0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,925 shares; 2025Q1: 4,125 shares; 2025Q2: 4,125 shares 4,125 $360K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 1,852 shares 1,852 $360K 0.01% -20 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,225 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares 2,135 $355K 0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000 $351K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 718 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares 1,358 $341K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 996 shares; 2025Q1: 1,024 shares; 2025Q2: 1,496 shares 1,496 $340K 0.01% +472 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares 1,617 $326K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,871 shares; 2025Q1: 4,871 shares; 2025Q2: 4,643 shares 4,643 $318K 0.01% -228 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares 725 $317K 0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 7,885 shares; 2025Q1: 7,885 shares; 2025Q2: 7,885 shares 7,885 $316K 0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares 2,702 $315K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,649 shares; 2024Q4: 6,042 shares; 2025Q1: 6,351 shares; 2025Q2: 6,705 shares 6,705 $304K 0.01% +354 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 647 shares 647 $304K 0.01% +450 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 4,580 shares; 2025Q1: 4,580 shares; 2025Q2: 3,724 shares 3,724 $302K 0.01% -856 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,249 shares; 2024Q4: 6,249 shares; 2025Q1: 6,249 shares; 2025Q2: 6,249 shares 6,249 $301K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,757 shares; 2024Q4: 6,176 shares; 2025Q1: 3,004 shares; 2025Q2: 2,927 shares 2,927 $295K 0.01% -77 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 5,642 shares 5,642 $292K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,556 shares; 2025Q1: 1,556 shares; 2025Q2: 1,573 shares 1,573 $288K 0.01% +17 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,469 shares; 2024Q4: 11,469 shares; 2025Q1: 4,365 shares; 2025Q2: 4,318 shares 4,318 $287K 0.01% -47 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,594 shares; 2024Q4: 16,594 shares; 2025Q1: 12,294 shares; 2025Q2: 12,294 shares 12,294 $276K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,605 shares 3,605 $265K 0.01% +600 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,218 shares; 2024Q4: 4,150 shares; 2025Q1: 3,976 shares; 2025Q2: 3,984 shares 3,984 $260K 0.01% +8 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,000 shares; 2025Q2: 7,907 shares 7,907 $253K 0.01% +6,907 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares 1,005 $238K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 566 shares 566 $238K 0.01% +350 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,532 shares; 2025Q1: 2,858 shares; 2025Q2: 2,356 shares 2,356 $233K 0.01% -502 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,227 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares 1,675 $233K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 969 shares; 2025Q1: 899 shares; 2025Q2: 870 shares 870 $233K 0.01% -29 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 2,240 shares 2,240 $232K 0.01% +257 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,461 shares; 2025Q1: 1,936 shares; 2025Q2: 1,855 shares 1,855 $221K 0.01% -81 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,064 shares; 2025Q1: 1,034 shares; 2025Q2: 1,027 shares 1,027 $213K 0.01% -7 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares 680 $213K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares 1,499 $213K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 7,340 shares; 2025Q1: 7,180 shares; 2025Q2: 7,180 shares 7,180 $210K 0.01% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,456 shares; 2025Q2: 4,456 shares 4,456 $206K 0.01% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,062 shares; 2024Q4: 13,062 shares; 2025Q1: 10,562 shares; 2025Q2: 9,362 shares 9,362 $205K 0.01% -1,200 Timeline