AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613,795 shares; 2024Q4: 597,785 shares; 2025Q1: 552,787 shares; 2025Q2: 547,750 shares; 2025Q3: 546,788 shares 546,788 $139M 4.57% -962 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,065 shares; 2024Q4: 212,842 shares; 2025Q1: 205,751 shares; 2025Q2: 205,604 shares; 2025Q3: 206,898 shares 206,898 $138M 4.52% +1,294 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,702 shares; 2024Q4: 415,111 shares; 2025Q1: 397,341 shares; 2025Q2: 387,830 shares; 2025Q3: 377,451 shares 377,451 $125M 4.09% -10,379 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,642 shares; 2024Q4: 640,749 shares; 2025Q1: 609,542 shares; 2025Q2: 589,316 shares; 2025Q3: 568,975 shares 568,975 $106M 3.48% -20,341 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,587 shares; 2024Q4: 212,144 shares; 2025Q1: 210,201 shares; 2025Q2: 208,537 shares; 2025Q3: 203,059 shares 203,059 $105M 3.45% -5,478 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,395 shares; 2024Q4: 148,813 shares; 2025Q1: 158,246 shares; 2025Q2: 162,672 shares; 2025Q3: 166,674 shares 166,674 $102M 3.35% +4,002 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,367 shares; 2024Q4: 421,747 shares; 2025Q1: 412,884 shares; 2025Q2: 414,387 shares; 2025Q3: 413,409 shares 413,409 $100M 3.3% -978 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,810 shares; 2024Q4: 422,876 shares; 2025Q1: 409,696 shares; 2025Q2: 408,103 shares; 2025Q3: 409,302 shares 409,302 $89.9M 2.95% +1,199 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,778 shares; 2024Q4: 967,491 shares; 2025Q1: 938,529 shares; 2025Q2: 928,015 shares; 2025Q3: 928,293 shares 928,293 $89.6M 2.94% +278 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,538 shares; 2024Q4: 331,742 shares; 2025Q1: 324,386 shares; 2025Q2: 320,725 shares; 2025Q3: 319,551 shares 319,551 $77.3M 2.54% -1,174 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,978 shares; 2024Q4: 231,652 shares; 2025Q1: 225,660 shares; 2025Q2: 222,573 shares; 2025Q3: 220,290 shares 220,290 $75.2M 2.47% -2,283 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,828 shares; 2024Q4: 189,676 shares; 2025Q1: 220,937 shares; 2025Q2: 225,408 shares; 2025Q3: 230,055 shares 230,055 $72.6M 2.38% +4,647 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,375 shares; 2024Q4: 199,122 shares; 2025Q1: 199,015 shares; 2025Q2: 195,514 shares; 2025Q3: 194,872 shares 194,872 $71.2M 2.34% -642 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,885 shares; 2024Q4: 81,754 shares; 2025Q1: 78,740 shares; 2025Q2: 77,439 shares; 2025Q3: 76,790 shares 76,790 $56.4M 1.85% -649 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,211 shares; 2024Q4: 92,634 shares; 2025Q1: 88,308 shares; 2025Q2: 88,255 shares; 2025Q3: 87,927 shares 87,927 $52.4M 1.72% -328 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,721 shares; 2024Q4: 117,195 shares; 2025Q1: 116,042 shares; 2025Q2: 115,790 shares; 2025Q3: 116,154 shares 116,154 $47.1M 1.54% +364 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,543 shares; 2024Q4: 98,387 shares; 2025Q1: 95,982 shares; 2025Q2: 95,437 shares; 2025Q3: 95,117 shares 95,117 $46.1M 1.51% -320 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,664 shares; 2024Q4: 205,998 shares; 2025Q1: 199,692 shares; 2025Q2: 196,689 shares; 2025Q3: 196,562 shares 196,562 $40M 1.31% -127 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,789 shares; 2024Q4: 237,855 shares; 2025Q1: 233,395 shares; 2025Q2: 231,972 shares; 2025Q3: 230,052 shares 230,052 $33.3M 1.09% -1,920 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,586 shares; 2024Q4: 191,691 shares; 2025Q1: 186,116 shares; 2025Q2: 184,387 shares; 2025Q3: 188,565 shares 188,565 $31.6M 1.04% +4,178 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,704 shares; 2024Q4: 203,568 shares; 2025Q1: 207,047 shares; 2025Q2: 211,261 shares; 2025Q3: 216,525 shares 216,525 $30.5M 1% +5,264 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,068 shares; 2024Q4: 295,411 shares; 2025Q1: 291,459 shares; 2025Q2: 284,999 shares; 2025Q3: 287,698 shares 287,698 $29.7M 0.97% +2,699 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,172 shares; 2024Q4: 28,578 shares; 2025Q1: 28,103 shares; 2025Q2: 27,827 shares; 2025Q3: 27,345 shares 27,345 $29.5M 0.97% -482 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,849 shares; 2025Q2: 24,758 shares; 2025Q3: 24,828 shares 24,828 $28.9M 0.95% +70 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,275 shares; 2024Q4: 141,384 shares; 2025Q1: 138,707 shares; 2025Q2: 137,438 shares; 2025Q3: 137,790 shares 137,790 $27.6M 0.91% +352 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,929 shares; 2024Q4: 30,123 shares; 2025Q1: 28,605 shares; 2025Q2: 28,280 shares; 2025Q3: 28,471 shares 28,471 $26.4M 0.86% +191 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,710 shares; 2024Q4: 261,417 shares; 2025Q1: 267,700 shares; 2025Q2: 266,347 shares; 2025Q3: 267,995 shares 267,995 $26.3M 0.86% +1,648 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,275 shares; 2024Q4: 279,812 shares; 2025Q1: 277,844 shares; 2025Q2: 284,563 shares; 2025Q3: 296,681 shares 296,681 $25.9M 0.85% +12,118 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,392 shares; 2024Q4: 332,721 shares; 2025Q1: 330,110 shares; 2025Q2: 327,544 shares; 2025Q3: 331,947 shares 331,947 $25.1M 0.82% +4,403 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,302 shares; 2024Q4: 55,021 shares; 2025Q1: 56,503 shares; 2025Q2: 55,977 shares; 2025Q3: 56,364 shares 56,364 $23.4M 0.77% +387 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,774 shares; 2024Q4: 99,481 shares; 2025Q1: 97,726 shares; 2025Q2: 96,839 shares; 2025Q3: 94,930 shares 94,930 $23.3M 0.77% -1,909 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,577 shares; 2025Q1: 4,497 shares; 2025Q2: 4,229 shares; 2025Q3: 4,288 shares 4,288 $23.2M 0.76% +59 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,690 shares; 2024Q4: 125,640 shares; 2025Q1: 123,768 shares; 2025Q2: 124,604 shares; 2025Q3: 124,694 shares 124,694 $23.1M 0.76% +90 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,069 shares; 2024Q4: 77,320 shares; 2025Q1: 75,053 shares; 2025Q2: 74,889 shares; 2025Q3: 72,841 shares 72,841 $21.4M 0.7% -2,048 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,126 shares; 2024Q4: 123,772 shares; 2025Q1: 123,711 shares; 2025Q2: 122,732 shares; 2025Q3: 121,729 shares 121,729 $20.8M 0.68% -1,003 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,393 shares; 2024Q4: 101,766 shares; 2025Q1: 100,820 shares; 2025Q2: 101,085 shares; 2025Q3: 102,646 shares 102,646 $20.7M 0.68% +1,561 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,829 shares; 2024Q4: 44,538 shares; 2025Q1: 43,899 shares; 2025Q2: 44,144 shares; 2025Q3: 41,978 shares 41,978 $20.4M 0.67% -2,166 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,078 shares; 2024Q4: 306,582 shares; 2025Q1: 299,254 shares; 2025Q2: 300,773 shares; 2025Q3: 304,272 shares 304,272 $20.1M 0.66% +3,499 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,362 shares; 2024Q4: 61,218 shares; 2025Q1: 52,584 shares; 2025Q2: 53,419 shares; 2025Q3: 53,701 shares 53,701 $19.9M 0.65% +282 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,519 shares; 2024Q4: 122,678 shares; 2025Q1: 120,469 shares; 2025Q2: 119,845 shares; 2025Q3: 120,572 shares 120,572 $19.7M 0.65% +727 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,245 shares; 2024Q4: 161,483 shares; 2025Q1: 160,492 shares; 2025Q2: 164,340 shares; 2025Q3: 164,979 shares 164,979 $19.6M 0.64% +639 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,888 shares; 2024Q4: 80,426 shares; 2025Q1: 78,243 shares; 2025Q2: 77,915 shares; 2025Q3: 78,732 shares 78,732 $19.4M 0.64% +817 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,175 shares; 2024Q4: 44,778 shares; 2025Q1: 43,647 shares; 2025Q2: 43,114 shares; 2025Q3: 43,367 shares 43,367 $19.4M 0.64% +253 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,150 shares; 2024Q4: 19,488 shares; 2025Q1: 19,456 shares; 2025Q2: 19,954 shares; 2025Q3: 19,956 shares 19,956 $19.3M 0.63% +2 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,588 shares; 2024Q4: 49,102 shares; 2025Q1: 53,531 shares; 2025Q2: 54,031 shares; 2025Q3: 56,807 shares 56,807 $18.6M 0.61% +2,776 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,999 shares; 2024Q4: 76,942 shares; 2025Q1: 75,002 shares; 2025Q2: 73,508 shares; 2025Q3: 73,617 shares 73,617 $18.5M 0.61% +109 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,052 shares; 2024Q4: 131,455 shares; 2025Q1: 130,191 shares; 2025Q2: 133,913 shares; 2025Q3: 137,557 shares 137,557 $18.4M 0.6% +3,644 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,279 shares; 2024Q4: 214,485 shares; 2025Q1: 246,242 shares; 2025Q2: 258,694 shares; 2025Q3: 281,990 shares 281,990 $18.4M 0.6% +23,296 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,954 shares; 2024Q4: 101,414 shares; 2025Q1: 100,558 shares; 2025Q2: 99,512 shares; 2025Q3: 94,316 shares 94,316 $17.9M 0.59% -5,196 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,991 shares; 2025Q1: 109,383 shares; 2025Q2: 131,863 shares; 2025Q3: 134,840 shares 134,840 $17.9M 0.59% +2,977 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,197 shares; 2024Q4: 126,330 shares; 2025Q1: 124,986 shares; 2025Q2: 112,938 shares; 2025Q3: 113,674 shares 113,674 $17M 0.56% +736 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,152 shares; 2024Q4: 69,291 shares; 2025Q1: 69,823 shares; 2025Q2: 71,251 shares; 2025Q3: 70,970 shares 70,970 $16.8M 0.55% -281 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,179 shares; 2024Q4: 21,724 shares; 2025Q1: 21,237 shares; 2025Q2: 21,343 shares; 2025Q3: 21,446 shares 21,446 $16.8M 0.55% +103 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,156 shares; 2024Q4: 167,049 shares; 2025Q1: 164,959 shares; 2025Q2: 160,478 shares; 2025Q3: 167,012 shares 167,012 $16.7M 0.55% +6,534 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,221 shares; 2024Q4: 146,196 shares; 2025Q1: 154,823 shares; 2025Q2: 151,877 shares; 2025Q3: 154,605 shares 154,605 $16.6M 0.54% +2,728 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,841 shares; 2024Q4: 79,513 shares; 2025Q1: 76,814 shares; 2025Q2: 76,887 shares; 2025Q3: 77,665 shares 77,665 $16.3M 0.54% +778 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,185 shares; 2024Q4: 193,646 shares; 2025Q1: 190,192 shares; 2025Q2: 188,452 shares; 2025Q3: 190,510 shares 190,510 $15.6M 0.51% +2,058 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,605 shares; 2024Q4: 229,050 shares; 2025Q1: 224,429 shares; 2025Q2: 223,814 shares; 2025Q3: 227,235 shares 227,235 $15.5M 0.51% +3,421 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,495 shares; 2024Q4: 59,426 shares; 2025Q1: 59,123 shares; 2025Q2: 63,157 shares; 2025Q3: 71,368 shares 71,368 $15.4M 0.51% +8,211 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,841 shares; 2024Q4: 122,873 shares; 2025Q1: 126,767 shares; 2025Q2: 130,712 shares; 2025Q3: 133,972 shares 133,972 $15.3M 0.5% +3,260 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,947 shares; 2024Q4: 31,103 shares; 2025Q1: 30,502 shares; 2025Q2: 30,673 shares; 2025Q3: 30,516 shares 30,516 $15.2M 0.5% -157 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 20 shares 20 $15.1M 0.49% +14 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,966 shares; 2024Q4: 38,999 shares; 2025Q1: 38,166 shares; 2025Q2: 37,563 shares; 2025Q3: 37,209 shares 37,209 $15M 0.49% -354 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,065 shares; 2024Q4: 52,227 shares; 2025Q1: 51,316 shares; 2025Q2: 51,217 shares; 2025Q3: 51,863 shares 51,863 $14.6M 0.48% +646 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,435 shares; 2024Q4: 227,542 shares; 2025Q1: 228,675 shares; 2025Q2: 229,254 shares; 2025Q3: 234,034 shares 234,034 $14.6M 0.48% +4,780 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,459 shares; 2024Q4: 19,292 shares; 2025Q1: 18,520 shares; 2025Q2: 18,634 shares; 2025Q3: 18,803 shares 18,803 $14.3M 0.47% +169 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,944 shares; 2024Q4: 110,356 shares; 2025Q1: 104,558 shares; 2025Q2: 105,234 shares; 2025Q3: 102,117 shares 102,117 $14.3M 0.47% -3,117 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,210 shares; 2024Q4: 59,880 shares; 2025Q1: 58,376 shares; 2025Q2: 58,067 shares; 2025Q3: 57,772 shares 57,772 $13.8M 0.45% -295 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,442 shares; 2024Q4: 34,229 shares; 2025Q1: 34,486 shares; 2025Q2: 36,928 shares; 2025Q3: 38,714 shares 38,714 $13.7M 0.45% +1,786 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,564 shares; 2024Q4: 299,075 shares; 2025Q1: 272,321 shares; 2025Q2: 263,220 shares; 2025Q3: 260,096 shares 260,096 $13.4M 0.44% -3,124 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,482 shares; 2025Q3: 20,594 shares 20,594 $13.4M 0.44% +1,112 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154,462 shares; 2025Q2: 154,459 shares; 2025Q3: 153,111 shares 153,111 $13.2M 0.43% -1,348 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,649 shares; 2024Q4: 174,276 shares; 2025Q1: 180,417 shares; 2025Q2: 180,553 shares; 2025Q3: 184,297 shares 184,297 $13.2M 0.43% +3,744 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 791 shares; 2025Q2: 88,100 shares; 2025Q3: 92,328 shares 92,328 $13.1M 0.43% +4,228 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,731 shares; 2024Q4: 66,327 shares; 2025Q1: 64,980 shares; 2025Q2: 64,990 shares; 2025Q3: 64,836 shares 64,836 $12.5M 0.41% -154 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,148 shares; 2024Q4: 83,168 shares; 2025Q1: 82,242 shares; 2025Q2: 81,997 shares; 2025Q3: 80,370 shares 80,370 $12.3M 0.41% -1,627 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,902 shares; 2025Q1: 47,029 shares; 2025Q2: 51,127 shares; 2025Q3: 55,803 shares 55,803 $12.3M 0.4% +4,676 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,094 shares; 2024Q4: 75,790 shares; 2025Q1: 74,429 shares; 2025Q2: 66,568 shares; 2025Q3: 63,242 shares 63,242 $11.8M 0.39% -3,326 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,032 shares; 2024Q4: 15,557 shares; 2025Q1: 18,029 shares; 2025Q2: 15,338 shares; 2025Q3: 23,529 shares 23,529 $11.8M 0.39% +8,191 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,302 shares; 2024Q4: 51,423 shares; 2025Q1: 51,040 shares; 2025Q2: 51,931 shares; 2025Q3: 53,198 shares 53,198 $11.7M 0.39% +1,267 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,884 shares; 2024Q4: 208,355 shares; 2025Q1: 197,232 shares; 2025Q2: 186,664 shares; 2025Q3: 173,423 shares 173,423 $11.6M 0.38% -13,241 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,261 shares; 2024Q4: 38,027 shares; 2025Q1: 37,141 shares; 2025Q2: 37,344 shares; 2025Q3: 37,728 shares 37,728 $11.5M 0.38% +384 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,465 shares; 2024Q4: 72,580 shares; 2025Q1: 71,340 shares; 2025Q2: 71,310 shares; 2025Q3: 72,911 shares 72,911 $10.7M 0.35% +1,601 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,317 shares; 2024Q4: 116,783 shares; 2025Q1: 116,439 shares; 2025Q2: 117,662 shares; 2025Q3: 113,214 shares 113,214 $10.6M 0.35% -4,448 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,084 shares; 2024Q4: 94,435 shares; 2025Q1: 92,144 shares; 2025Q2: 91,570 shares; 2025Q3: 93,748 shares 93,748 $8.93M 0.29% +2,178 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,611 shares; 2024Q4: 200,851 shares; 2025Q1: 201,035 shares; 2025Q2: 198,650 shares; 2025Q3: 202,245 shares 202,245 $8.89M 0.29% +3,595 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,199 shares; 2024Q4: 124,673 shares; 2025Q1: 120,955 shares; 2025Q2: 120,152 shares; 2025Q3: 110,826 shares 110,826 $8.86M 0.29% -9,326 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,932 shares; 2024Q4: 103,242 shares; 2025Q1: 104,378 shares; 2025Q2: 103,869 shares; 2025Q3: 116,221 shares 116,221 $8.82M 0.29% +12,352 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,852 shares; 2024Q4: 60,128 shares; 2025Q1: 176,742 shares; 2025Q2: 189,182 shares; 2025Q3: 190,042 shares 190,042 $8.55M 0.28% +860 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,171 shares; 2024Q4: 12,346 shares; 2025Q1: 12,471 shares; 2025Q2: 12,471 shares; 2025Q3: 12,372 shares 12,372 $8.28M 0.27% -99 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,946 shares; 2024Q4: 322,477 shares; 2025Q1: 317,332 shares; 2025Q2: 319,131 shares; 2025Q3: 318,994 shares 318,994 $8.13M 0.27% -137 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,886 shares; 2024Q4: 26,745 shares; 2025Q1: 26,556 shares; 2025Q2: 25,551 shares; 2025Q3: 26,241 shares 26,241 $7.71M 0.25% +690 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,069 shares; 2024Q4: 239,746 shares; 2025Q1: 80,607 shares; 2025Q2: 61,512 shares; 2025Q3: 59,755 shares 59,755 $7.57M 0.25% -1,757 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,537 shares; 2024Q4: 249,294 shares; 2025Q1: 243,955 shares; 2025Q2: 237,638 shares; 2025Q3: 234,147 shares 234,147 $7.36M 0.24% -3,491 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,678 shares; 2024Q4: 31,229 shares; 2025Q1: 30,343 shares; 2025Q2: 31,146 shares; 2025Q3: 30,993 shares 30,993 $7.31M 0.24% -153 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,016 shares; 2024Q4: 30,143 shares; 2025Q1: 29,112 shares; 2025Q2: 28,661 shares; 2025Q3: 31,308 shares 31,308 $7.25M 0.24% +2,647 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,213 shares; 2024Q4: 137,686 shares; 2025Q1: 138,249 shares; 2025Q2: 133,654 shares; 2025Q3: 135,304 shares 135,304 $7.16M 0.23% +1,650 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,121 shares; 2024Q4: 103,909 shares; 2025Q1: 110,808 shares; 2025Q2: 108,843 shares; 2025Q3: 120,192 shares 120,192 $6.47M 0.21% +11,349 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,918 shares; 2024Q4: 24,039 shares; 2025Q1: 23,444 shares; 2025Q2: 24,285 shares; 2025Q3: 25,521 shares 25,521 $6.22M 0.2% +1,236 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,982 shares; 2024Q4: 89,738 shares; 2025Q1: 89,031 shares; 2025Q2: 89,928 shares; 2025Q3: 89,071 shares 89,071 $5.87M 0.19% -857 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,535 shares; 2024Q4: 18,045 shares; 2025Q1: 19,174 shares; 2025Q2: 19,257 shares; 2025Q3: 19,733 shares 19,733 $5.55M 0.18% +476 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,324 shares; 2025Q1: 79,052 shares; 2025Q2: 82,150 shares; 2025Q3: 87,139 shares 87,139 $5.36M 0.18% +4,989 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,779 shares; 2024Q4: 46,858 shares; 2025Q1: 44,985 shares; 2025Q2: 45,682 shares; 2025Q3: 46,016 shares 46,016 $5.19M 0.17% +334 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,826 shares; 2024Q4: 23,417 shares; 2025Q1: 22,709 shares; 2025Q2: 19,330 shares; 2025Q3: 19,357 shares 19,357 $4.92M 0.16% +27 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,485 shares; 2024Q4: 16,105 shares; 2025Q1: 16,080 shares; 2025Q2: 16,025 shares; 2025Q3: 15,955 shares 15,955 $4.91M 0.16% -70 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 13,426 shares; 2025Q1: 13,604 shares; 2025Q2: 13,605 shares; 2025Q3: 14,538 shares 14,538 $4.1M 0.13% +933 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,722 shares; 2024Q4: 303,880 shares; 2025Q1: 292,041 shares; 2025Q2: 309,795 shares; 2025Q3: 311,195 shares 311,195 $4.1M 0.13% +1,400 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,892 shares; 2024Q4: 9,992 shares; 2025Q1: 9,996 shares; 2025Q2: 9,961 shares; 2025Q3: 9,427 shares 9,427 $3.57M 0.12% -534 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 17,160 shares; 2025Q1: 16,109 shares; 2025Q2: 18,206 shares; 2025Q3: 18,610 shares 18,610 $3.53M 0.12% +404 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,852 shares; 2024Q4: 62,765 shares; 2025Q1: 60,517 shares; 2025Q2: 57,490 shares; 2025Q3: 51,557 shares 51,557 $3.46M 0.11% -5,933 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,104 shares; 2024Q4: 75,104 shares; 2025Q1: 75,104 shares; 2025Q2: 75,104 shares; 2025Q3: 75,104 shares 75,104 $3.36M 0.11% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,228 shares; 2024Q4: 17,182 shares; 2025Q1: 14,043 shares; 2025Q2: 11,981 shares; 2025Q3: 11,799 shares 11,799 $3.33M 0.11% -182 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,208 shares; 2025Q1: 1,839 shares; 2025Q2: 1,702 shares; 2025Q3: 9,418 shares 9,418 $3.21M 0.11% +7,716 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: 7,113 shares; 2025Q1: 6,926 shares; 2025Q2: 6,876 shares; 2025Q3: 6,679 shares 6,679 $3.05M 0.1% -197 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,743 shares; 2024Q4: 12,653 shares; 2025Q1: 12,449 shares; 2025Q2: 11,858 shares; 2025Q3: 11,428 shares 11,428 $2.9M 0.1% -430 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,478 shares; 2025Q1: 5,398 shares; 2025Q2: 5,344 shares; 2025Q3: 5,574 shares 5,574 $2.78M 0.09% +230 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,792 shares; 2024Q4: 97,546 shares; 2025Q1: 99,165 shares; 2025Q2: 97,854 shares; 2025Q3: 96,314 shares 96,314 $2.6M 0.09% -1,540 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,677 shares; 2024Q4: 31,732 shares; 2025Q1: 30,468 shares; 2025Q2: 30,193 shares; 2025Q3: 29,003 shares 29,003 $2.59M 0.09% -1,190 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,964 shares; 2024Q4: 194,571 shares; 2025Q1: 106,314 shares; 2025Q2: 101,436 shares; 2025Q3: 90,143 shares 90,143 $2.55M 0.08% -11,293 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,109 shares; 2024Q4: 31,420 shares; 2025Q1: 28,730 shares; 2025Q2: 29,360 shares; 2025Q3: 29,877 shares 29,877 $2.51M 0.08% +517 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,400 shares; 2024Q4: 193,521 shares; 2025Q1: 183,042 shares; 2025Q2: 28,404 shares; 2025Q3: 27,409 shares 27,409 $2.26M 0.07% -995 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,843 shares; 2024Q4: 11,213 shares; 2025Q1: 9,911 shares; 2025Q2: 9,301 shares; 2025Q3: 9,271 shares 9,271 $2.19M 0.07% -30 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,920 shares; 2024Q4: 38,676 shares; 2025Q1: 36,281 shares; 2025Q2: 36,230 shares; 2025Q3: 36,174 shares 36,174 $2.17M 0.07% -56 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 4,575 shares; 2025Q1: 4,575 shares; 2025Q2: 4,563 shares; 2025Q3: 4,563 shares 4,563 $2.14M 0.07% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,362 shares; 2024Q4: 15,034 shares; 2025Q1: 14,369 shares; 2025Q2: 14,369 shares; 2025Q3: 14,369 shares 14,369 $2.04M 0.07% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,292 shares; 2024Q4: 6,352 shares; 2025Q1: 6,488 shares; 2025Q2: 6,353 shares; 2025Q3: 10,909 shares 10,909 $2.03M 0.07% +4,556 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,295 shares; 2025Q1: 4,165 shares; 2025Q2: 4,165 shares; 2025Q3: 4,131 shares 4,131 $1.97M 0.06% -34 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,367 shares; 2024Q4: 29,064 shares; 2025Q1: 28,938 shares; 2025Q2: 29,069 shares; 2025Q3: 28,800 shares 28,800 $1.91M 0.06% -269 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,015 shares; 2024Q4: 25,527 shares; 2025Q1: 18,151 shares; 2025Q2: 17,588 shares; 2025Q3: 17,173 shares 17,173 $1.91M 0.06% -415 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: 6,053 shares; 2025Q1: 5,001 shares; 2025Q2: 4,736 shares; 2025Q3: 6,012 shares 6,012 $1.81M 0.06% +1,276 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,202 shares; 2024Q4: 13,082 shares; 2025Q1: 12,154 shares; 2025Q2: 12,485 shares; 2025Q3: 11,548 shares 11,548 $1.79M 0.06% -937 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,993 shares; 2024Q4: 10,985 shares; 2025Q1: 10,714 shares; 2025Q2: 10,915 shares; 2025Q3: 11,175 shares 11,175 $1.78M 0.06% +260 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,111 shares; 2024Q4: 14,287 shares; 2025Q1: 13,349 shares; 2025Q2: 13,349 shares; 2025Q3: 12,812 shares 12,812 $1.67M 0.05% -537 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,331 shares; 2025Q1: 1,005 shares; 2025Q2: 15,075 shares; 2025Q3: 15,075 shares 15,075 $1.63M 0.05% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,933 shares; 2024Q4: 14,260 shares; 2025Q1: 13,752 shares; 2025Q2: 13,539 shares; 2025Q3: 12,242 shares 12,242 $1.55M 0.05% -1,297 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,575 shares; 2025Q1: 19,035 shares; 2025Q2: 19,035 shares; 2025Q3: 19,050 shares 19,050 $1.42M 0.05% +15 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,995 shares; 2025Q1: 4,687 shares; 2025Q2: 5,161 shares; 2025Q3: 4,151 shares 4,151 $1.38M 0.05% -1,010 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 5,281 shares; 2025Q1: 3,181 shares; 2025Q2: 3,216 shares; 2025Q3: 3,776 shares 3,776 $1.34M 0.04% +560 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,628 shares; 2024Q4: 26,703 shares; 2025Q1: 26,630 shares; 2025Q2: 24,335 shares; 2025Q3: 24,271 shares 24,271 $1.32M 0.04% -64 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,637 shares; 2024Q4: 31,637 shares; 2025Q1: 31,655 shares; 2025Q2: 31,598 shares; 2025Q3: 35,248 shares 35,248 $1.25M 0.04% +3,650 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 6,114 shares; 2025Q1: 6,078 shares; 2025Q2: 6,068 shares; 2025Q3: 6,151 shares 6,151 $1.24M 0.04% +83 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,438 shares; 2024Q4: 28,438 shares; 2025Q1: 28,438 shares; 2025Q2: 28,438 shares; 2025Q3: 28,438 shares 28,438 $1.1M 0.04% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,128 shares; 2025Q1: 1,898 shares; 2025Q2: 2,038 shares; 2025Q3: 4,265 shares 4,265 $1.07M 0.04% +2,227 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,526 shares; 2025Q2: 1,550 shares; 2025Q3: 1,814 shares 1,814 $1.03M 0.03% +264 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 16,148 shares; 2025Q1: 10,950 shares; 2025Q2: 10,950 shares; 2025Q3: 10,950 shares 10,950 $1.03M 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,702 shares; 2025Q1: 1,457 shares; 2025Q2: 1,363 shares; 2025Q3: 1,628 shares 1,628 $1M 0.03% +265 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,736 shares; 2024Q4: 12,035 shares; 2025Q1: 11,344 shares; 2025Q2: 11,103 shares; 2025Q3: 10,429 shares 10,429 $953K 0.03% -674 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,944 shares; 2024Q4: 11,837 shares; 2025Q1: 11,462 shares; 2025Q2: 11,650 shares; 2025Q3: 11,650 shares 11,650 $946K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,293 shares; 2024Q4: 19,497 shares; 2025Q1: 19,497 shares; 2025Q2: 19,497 shares; 2025Q3: 19,497 shares 19,497 $940K 0.03% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,811 shares; 2024Q4: 5,811 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares 4,815 $937K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 7,402 shares; 2025Q1: 6,992 shares; 2025Q2: 6,786 shares; 2025Q3: 11,311 shares 11,311 $904K 0.03% +4,525 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,577 shares; 2025Q1: 4,148 shares; 2025Q2: 4,771 shares; 2025Q3: 4,556 shares 4,556 $903K 0.03% -215 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,750 shares; 2024Q4: 20,722 shares; 2025Q1: 10,732 shares; 2025Q2: 10,675 shares; 2025Q3: 10,648 shares 10,648 $892K 0.03% -27 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,563 shares; 2024Q4: 10,818 shares; 2025Q1: 9,627 shares; 2025Q2: 9,313 shares; 2025Q3: 8,318 shares 8,318 $836K 0.03% -995 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,689 shares; 2024Q4: 17,255 shares; 2025Q1: 9,539 shares; 2025Q2: 6,315 shares; 2025Q3: 5,997 shares 5,997 $835K 0.03% -318 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,125 shares; 2024Q4: 9,955 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares 2,950 $831K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,560 shares; 2025Q1: 8,560 shares; 2025Q2: 8,278 shares; 2025Q3: 8,278 shares 8,278 $808K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $803K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 7,479 shares; 2025Q1: 4,906 shares; 2025Q2: 4,904 shares; 2025Q3: 4,882 shares 4,882 $792K 0.03% -22 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,478 shares; 2024Q4: 10,151 shares; 2025Q1: 9,655 shares; 2025Q2: 9,163 shares; 2025Q3: 9,177 shares 9,177 $776K 0.03% +14 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,782 shares; 2024Q4: 23,366 shares; 2025Q1: 22,431 shares; 2025Q2: 20,225 shares; 2025Q3: 22,975 shares 22,975 $771K 0.03% +2,750 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 7,037 shares; 2025Q1: 6,625 shares; 2025Q2: 6,891 shares; 2025Q3: 6,169 shares 6,169 $763K 0.03% -722 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 5,044 shares; 2025Q1: 5,039 shares; 2025Q2: 4,964 shares; 2025Q3: 4,965 shares 4,965 $755K 0.02% +1 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,999 shares; 2024Q4: 9,999 shares; 2025Q1: 9,999 shares; 2025Q2: 9,999 shares; 2025Q3: 9,999 shares 9,999 $743K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 5,225 shares; 2025Q1: 5,225 shares; 2025Q2: 5,225 shares; 2025Q3: 5,225 shares 5,225 $736K 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 6,386 shares; 2025Q1: 6,386 shares; 2025Q2: 6,386 shares; 2025Q3: 6,386 shares 6,386 $727K 0.02% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 690 shares; 2025Q1: 856 shares; 2025Q2: 887 shares; 2025Q3: 1,211 shares 1,211 $727K 0.02% +324 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,543 shares; 2025Q3: 1,499 shares 1,499 $719K 0.02% -44 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 914 shares; 2025Q1: 677 shares; 2025Q2: 853 shares; 2025Q3: 898 shares 898 $715K 0.02% +45 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,495 shares; 2025Q1: 1,510 shares; 2025Q2: 3,355 shares; 2025Q3: 3,357 shares 3,357 $714K 0.02% +2 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 3,760 shares; 2025Q1: 3,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,505 shares 7,505 $711K 0.02% -55 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,993 shares; 2024Q4: 11,993 shares; 2025Q1: 11,993 shares; 2025Q2: 11,993 shares; 2025Q3: 11,993 shares 11,993 $698K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,429 shares; 2024Q4: 7,989 shares; 2025Q1: 7,864 shares; 2025Q2: 7,862 shares; 2025Q3: 5,962 shares 5,962 $692K 0.02% -1,900 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,454 shares; 2024Q4: 14,440 shares; 2025Q1: 14,432 shares; 2025Q2: 14,208 shares; 2025Q3: 14,934 shares 14,934 $674K 0.02% +726 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,114 shares; 2025Q1: 1,103 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares 1,101 $671K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,543 shares; 2024Q4: 6,466 shares; 2025Q1: 6,193 shares; 2025Q2: 4,997 shares; 2025Q3: 5,172 shares 5,172 $667K 0.02% +175 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,785 shares; 2025Q1: 1,579 shares; 2025Q2: 1,586 shares; 2025Q3: 1,766 shares 1,766 $661K 0.02% +180 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 4,735 shares; 2025Q1: 4,535 shares; 2025Q2: 5,840 shares; 2025Q3: 5,903 shares 5,903 $659K 0.02% +63 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,861 shares; 2024Q4: 7,906 shares; 2025Q1: 6,601 shares; 2025Q2: 6,548 shares; 2025Q3: 10,944 shares 10,944 $653K 0.02% +4,396 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,581 shares; 2024Q4: 9,256 shares; 2025Q1: 7,614 shares; 2025Q2: 6,423 shares; 2025Q3: 6,223 shares 6,223 $643K 0.02% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,685 shares; 2024Q4: 12,094 shares; 2025Q1: 10,206 shares; 2025Q2: 9,795 shares; 2025Q3: 9,795 shares 9,795 $629K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,392 shares; 2025Q1: 4,017 shares; 2025Q2: 4,017 shares; 2025Q3: 4,953 shares 4,953 $616K 0.02% +936 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: 6,121 shares; 2025Q1: 5,021 shares; 2025Q2: 4,753 shares; 2025Q3: 4,613 shares 4,613 $605K 0.02% -140 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 4,472 shares; 2025Q1: 4,472 shares; 2025Q2: 4,317 shares; 2025Q3: 4,317 shares 4,317 $603K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,520 shares; 2025Q1: 473 shares; 2025Q2: not reported; 2025Q3: 1,980 shares 1,980 $595K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: 4,665 shares; 2025Q1: 4,465 shares; 2025Q2: 4,581 shares; 2025Q3: 4,581 shares 4,581 $587K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,540 shares; 2025Q1: 1,544 shares; 2025Q2: 1,847 shares; 2025Q3: 2,088 shares 2,088 $583K 0.02% +241 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 3,767 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 4,350 shares 4,350 $580K 0.02% +600 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: 8,792 shares; 2025Q1: 8,332 shares; 2025Q2: 7,686 shares; 2025Q3: 7,685 shares 7,685 $579K 0.02% -1 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 3,796 shares; 2025Q1: 3,627 shares; 2025Q2: 3,747 shares; 2025Q3: 3,747 shares 3,747 $578K 0.02% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 6,989 shares; 2025Q1: 6,989 shares; 2025Q2: 6,989 shares; 2025Q3: 6,989 shares 6,989 $571K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,886 shares; 2024Q4: 6,886 shares; 2025Q1: 5,586 shares; 2025Q2: 5,586 shares; 2025Q3: 5,586 shares 5,586 $569K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 1,302 shares 1,302 $550K 0.02% +12 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,510 shares; 2024Q4: 7,510 shares; 2025Q1: 7,510 shares; 2025Q2: 7,510 shares; 2025Q3: 7,510 shares 7,510 $547K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: 532 shares 532 $508K 0.02% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,263 shares; 2025Q1: 1,257 shares; 2025Q2: 1,285 shares; 2025Q3: 1,465 shares 1,465 $506K 0.02% +180 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,937 shares; 2024Q4: 5,950 shares; 2025Q1: 5,343 shares; 2025Q2: 5,405 shares; 2025Q3: 5,304 shares 5,304 $502K 0.02% -101 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 5,179 shares; 2025Q1: 4,378 shares; 2025Q2: 4,430 shares; 2025Q3: 3,229 shares 3,229 $501K 0.02% -1,201 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,424 shares; 2024Q4: 9,153 shares; 2025Q1: 8,192 shares; 2025Q2: 7,381 shares; 2025Q3: 7,132 shares 7,132 $497K 0.02% -249 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: 4,963 shares; 2025Q1: 5,372 shares; 2025Q2: 5,372 shares; 2025Q3: 5,872 shares 5,872 $496K 0.02% +500 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,450 shares; 2025Q1: 1,150 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares 1,775 $486K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,206 shares; 2024Q4: 9,634 shares; 2025Q1: 7,025 shares; 2025Q2: 7,030 shares; 2025Q3: 7,318 shares 7,318 $483K 0.02% +288 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 1,701 shares; 2025Q1: 1,583 shares; 2025Q2: 1,558 shares; 2025Q3: 1,745 shares 1,745 $476K 0.02% +187 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 5,834 shares; 2025Q3: 6,524 shares 6,524 $467K 0.02% +690 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,797 shares; 2025Q1: 1,788 shares; 2025Q2: 1,788 shares; 2025Q3: 1,788 shares 1,788 $466K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,605 shares; 2025Q3: 5,805 shares 5,805 $464K 0.02% +2,200 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,249 shares; 2024Q4: 6,249 shares; 2025Q1: 6,249 shares; 2025Q2: 6,249 shares; 2025Q3: 8,599 shares 8,599 $459K 0.02% +2,350 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 996 shares; 2025Q1: 1,024 shares; 2025Q2: 1,496 shares; 2025Q3: 1,851 shares 1,851 $457K 0.02% +355 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 10,260 shares; 2025Q1: 10,260 shares; 2025Q2: 10,260 shares; 2025Q3: 10,260 shares 10,260 $450K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,559 shares; 2025Q1: 4,474 shares; 2025Q2: 4,095 shares; 2025Q3: 4,938 shares 4,938 $443K 0.01% +843 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 6,410 shares; 2025Q1: 6,410 shares; 2025Q2: 6,825 shares; 2025Q3: 6,410 shares 6,410 $439K 0.01% -415 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,871 shares; 2025Q1: 4,871 shares; 2025Q2: 4,643 shares; 2025Q3: 5,527 shares 5,527 $431K 0.01% +884 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,839 shares; 2024Q4: 5,834 shares; 2025Q1: 5,744 shares; 2025Q2: 5,743 shares; 2025Q3: 5,280 shares 5,280 $430K 0.01% -463 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,943 shares; 2024Q4: 52,620 shares; 2025Q1: 4,561 shares; 2025Q2: 2,002 shares; 2025Q3: 1,978 shares 1,978 $427K 0.01% -24 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 425 shares; 2025Q1: 2,410 shares; 2025Q2: 5,985 shares; 2025Q3: 5,985 shares 5,985 $426K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,225 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,200 shares 2,200 $424K 0.01% +65 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares 4,200 $422K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,925 shares; 2025Q1: 4,125 shares; 2025Q2: 4,125 shares; 2025Q3: 4,170 shares 4,170 $408K 0.01% +45 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,532 shares; 2025Q1: 2,858 shares; 2025Q2: 2,356 shares; 2025Q3: 4,390 shares 4,390 $401K 0.01% +2,034 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,324 shares; 2024Q4: 10,972 shares; 2025Q1: 5,554 shares; 2025Q2: 6,823 shares; 2025Q3: 5,073 shares 5,073 $388K 0.01% -1,750 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $385K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,210 shares; 2025Q1: 1,345 shares; 2025Q2: 1,346 shares; 2025Q3: 1,334 shares 1,334 $385K 0.01% -12 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares 1,852 $377K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 1,630 shares; 2025Q3: 1,616 shares 1,616 $371K 0.01% -14 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 3,850 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares 3,850 $366K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 510 shares; 2025Q3: 510 shares 510 $366K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $363K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares; 2025Q3: 2,902 shares 2,902 $352K 0.01% +200 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 1,617 shares 1,617 $347K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,064 shares; 2025Q1: 1,034 shares; 2025Q2: 1,027 shares; 2025Q3: 1,881 shares 1,881 $346K 0.01% +854 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,200 shares 12,200 $345K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,676 shares; 2024Q4: 8,750 shares; 2025Q1: 7,486 shares; 2025Q2: 4,628 shares; 2025Q3: 4,557 shares 4,557 $345K 0.01% -71 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 7,885 shares; 2025Q1: 7,885 shares; 2025Q2: 7,885 shares; 2025Q3: 7,885 shares 7,885 $345K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,556 shares; 2025Q1: 1,556 shares; 2025Q2: 1,573 shares; 2025Q3: 1,577 shares 1,577 $323K 0.01% +4 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares 3,825 $322K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 994 shares; 2025Q1: 943 shares; 2025Q2: not reported; 2025Q3: 1,889 shares 1,889 $314K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 647 shares; 2025Q3: 656 shares 656 $312K 0.01% +9 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 323 shares; 2025Q2: not reported; 2025Q3: 1,634 shares 1,634 $311K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,757 shares; 2024Q4: 6,176 shares; 2025Q1: 3,004 shares; 2025Q2: 2,927 shares; 2025Q3: 3,711 shares 3,711 $310K 0.01% +784 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares 725 $306K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,649 shares; 2024Q4: 6,042 shares; 2025Q1: 6,351 shares; 2025Q2: 6,705 shares; 2025Q3: 6,003 shares 6,003 $303K 0.01% -702 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 718 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 991 shares 991 $303K 0.01% -367 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 4,580 shares; 2025Q1: 4,580 shares; 2025Q2: 3,724 shares; 2025Q3: 3,724 shares 3,724 $292K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 698 shares; 2025Q1: 98 shares; 2025Q2: not reported; 2025Q3: 728 shares 728 $285K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 5,642 shares; 2025Q3: 5,642 shares 5,642 $284K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,000 shares; 2025Q2: 7,907 shares; 2025Q3: 7,907 shares 7,907 $283K 0.01% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,594 shares; 2024Q4: 16,594 shares; 2025Q1: 12,294 shares; 2025Q2: 12,294 shares; 2025Q3: 12,294 shares 12,294 $277K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: 555 shares 555 $274K 0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: not reported; 2025Q3: 1,454 shares 1,454 $273K 0.01% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,218 shares; 2024Q4: 4,150 shares; 2025Q1: 3,976 shares; 2025Q2: 3,984 shares; 2025Q3: 3,980 shares 3,980 $269K 0.01% -4 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 1,610 shares 1,610 $260K 0.01% +111 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,461 shares; 2025Q1: 1,936 shares; 2025Q2: 1,855 shares; 2025Q3: 1,905 shares 1,905 $259K 0.01% +50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,469 shares; 2024Q4: 11,469 shares; 2025Q1: 4,365 shares; 2025Q2: 4,318 shares; 2025Q3: 4,233 shares 4,233 $254K 0.01% -85 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares 2,240 $252K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 566 shares; 2025Q3: 550 shares 550 $252K 0.01% -16 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: not reported; 2025Q3: 2,950 shares 2,950 $248K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,456 shares; 2025Q2: 4,456 shares; 2025Q3: 5,324 shares 5,324 $247K 0.01% +868 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 969 shares; 2025Q1: 899 shares; 2025Q2: 870 shares; 2025Q3: 869 shares 869 $243K 0.01% -1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 875 shares 875 $238K 0.01% -130 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,300 shares 3,300 $238K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,227 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares 1,675 $233K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 757 shares; 2025Q1: 757 shares; 2025Q2: not reported; 2025Q3: 1,730 shares 1,730 $231K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 105 shares; 2025Q1: 106 shares; 2025Q2: not reported; 2025Q3: 1,352 shares 1,352 $229K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,170 shares; 2025Q1: 1,594 shares; 2025Q2: not reported; 2025Q3: 3,013 shares 3,013 $226K 0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: 1,678 shares 1,678 $225K 0.01% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,255 shares; 2025Q1: 492 shares; 2025Q2: not reported; 2025Q3: 495 shares 495 $220K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares 680 $220K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 2,272 shares; 2025Q1: 825 shares; 2025Q2: not reported; 2025Q3: 1,197 shares 1,197 $218K 0.01% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 385 shares 385 $218K 0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: not reported; 2025Q3: 6,400 shares 6,400 $214K 0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 1,972 shares; 2025Q1: 1,932 shares; 2025Q2: not reported; 2025Q3: 3,031 shares 3,031 $206K 0.01% new Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,062 shares; 2024Q4: 13,062 shares; 2025Q1: 10,562 shares; 2025Q2: 9,362 shares; 2025Q3: 9,362 shares 9,362 $206K 0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: not reported; 2025Q3: 3,450 shares 3,450 $205K 0.01% new LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: 1,700 shares 1,700 $204K 0.01% new Timeline