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: 166,934 shares; 2024Q4: 179,653 shares; 2025Q1: 194,392 shares; 2025Q2: 198,845 shares; 2025Q3: 211,026 shares 211,026 $69.3M 5.29% +12,181 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,531 shares; 2024Q4: 95,423 shares; 2025Q1: 93,832 shares; 2025Q2: 90,146 shares; 2025Q3: 88,746 shares 88,746 $66.3M 5.06% -1,400 Timeline SCHB 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: 656,746 shares; 2024Q4: 2,037,851 shares; 2025Q1: 2,125,048 shares; 2025Q2: 2,025,879 shares; 2025Q3: 2,019,089 shares 2,019,089 $51.9M 3.96% -6,790 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,933 shares; 2024Q4: 327,381 shares; 2025Q1: 408,093 shares; 2025Q2: 592,919 shares; 2025Q3: 637,639 shares 637,639 $50M 3.81% +44,720 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: 125,036 shares; 2024Q4: 129,980 shares; 2025Q1: 124,531 shares; 2025Q2: 129,097 shares; 2025Q3: 135,918 shares 135,918 $38.3M 2.93% +6,821 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,207 shares; 2024Q4: 471,397 shares; 2025Q1: 485,279 shares; 2025Q2: 469,701 shares; 2025Q3: 473,930 shares 473,930 $34.8M 2.66% +4,229 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,754 shares; 2024Q4: 535,162 shares; 2025Q1: 603,360 shares; 2025Q2: 576,197 shares; 2025Q3: 613,792 shares 613,792 $28.4M 2.17% +37,595 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,038,507 shares 1,038,507 $26.3M 2.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,129 shares; 2024Q4: 657,511 shares; 2025Q1: 672,250 shares; 2025Q2: 730,249 shares; 2025Q3: 804,729 shares 804,729 $25.7M 1.96% +74,480 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: 209,508 shares; 2024Q4: 230,787 shares; 2025Q1: 260,092 shares; 2025Q2: 342,632 shares; 2025Q3: 338,710 shares 338,710 $25.2M 1.92% -3,922 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: 93,408 shares; 2024Q4: 93,663 shares; 2025Q1: 91,744 shares; 2025Q2: 94,705 shares; 2025Q3: 92,729 shares 92,729 $23.6M 1.8% -1,976 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,272 shares; 2024Q4: 876,137 shares; 2025Q1: 873,465 shares; 2025Q2: 859,916 shares; 2025Q3: 837,192 shares 837,192 $22.1M 1.68% -22,724 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: 29,128 shares; 2024Q4: 34,351 shares; 2025Q1: 36,379 shares; 2025Q2: 32,518 shares; 2025Q3: 32,890 shares 32,890 $22M 1.68% +372 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: 37,039 shares; 2024Q4: 65,173 shares; 2025Q1: 59,264 shares; 2025Q2: 42,216 shares; 2025Q3: 41,393 shares 41,393 $21.4M 1.64% -823 Timeline VGIT 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: 254,578 shares; 2024Q4: 237,157 shares; 2025Q1: 279,885 shares; 2025Q2: 336,558 shares; 2025Q3: 354,633 shares 354,633 $21.3M 1.63% +18,075 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: 153,551 shares; 2024Q4: 179,858 shares; 2025Q1: 197,488 shares; 2025Q2: 233,683 shares; 2025Q3: 255,037 shares 255,037 $20.4M 1.56% +21,354 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,543 shares; 2024Q4: 89,579 shares; 2025Q1: 85,181 shares; 2025Q2: 76,675 shares; 2025Q3: 83,560 shares 83,560 $20M 1.53% +6,885 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: 336,086 shares; 2024Q4: 377,657 shares; 2025Q1: 370,032 shares; 2025Q2: 318,649 shares; 2025Q3: 365,041 shares 365,041 $19.7M 1.5% +46,392 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 781,039 shares 781,039 $19.5M 1.49% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,890 shares; 2024Q4: 396,986 shares; 2025Q1: 359,196 shares; 2025Q2: 330,248 shares; 2025Q3: 315,052 shares 315,052 $18.5M 1.42% -15,196 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,940 shares; 2024Q4: 153,601 shares; 2025Q1: 165,125 shares; 2025Q2: 174,568 shares; 2025Q3: 154,985 shares 154,985 $18.3M 1.4% -19,583 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,039 shares; 2024Q4: 76,594 shares; 2025Q1: 75,446 shares; 2025Q2: 72,102 shares; 2025Q3: 71,858 shares 71,858 $18.3M 1.4% -244 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: 258,103 shares; 2024Q4: 208,158 shares; 2025Q1: 203,400 shares; 2025Q2: 217,610 shares; 2025Q3: 194,948 shares 194,948 $17M 1.3% -22,662 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,109 shares; 2024Q4: 72,503 shares; 2025Q1: 70,039 shares; 2025Q2: 65,150 shares; 2025Q3: 62,633 shares 62,633 $16.3M 1.24% -2,517 Timeline SCHF 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: 341,370 shares; 2024Q4: 698,213 shares; 2025Q1: 709,518 shares; 2025Q2: 653,127 shares; 2025Q3: 677,148 shares 677,148 $15.8M 1.2% +24,021 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,086 shares; 2024Q4: 107,223 shares; 2025Q1: 106,661 shares; 2025Q2: 106,899 shares; 2025Q3: 106,457 shares 106,457 $15.5M 1.18% -442 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,143 shares; 2024Q4: 117,137 shares; 2025Q1: 115,965 shares; 2025Q2: 114,037 shares; 2025Q3: 110,403 shares 110,403 $14.5M 1.11% -3,634 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: 78,466 shares; 2024Q4: 70,574 shares; 2025Q1: 84,749 shares; 2025Q2: 85,250 shares; 2025Q3: 93,654 shares 93,654 $14.4M 1.1% +8,404 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,386 shares; 2024Q4: 290,140 shares; 2025Q1: 295,333 shares; 2025Q2: 306,239 shares; 2025Q3: 309,126 shares 309,126 $14.3M 1.09% +2,887 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,598 shares; 2024Q4: 206,019 shares; 2025Q1: 210,152 shares; 2025Q2: 207,691 shares; 2025Q3: 210,525 shares 210,525 $12M 0.92% +2,834 Timeline VT 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: 79,415 shares; 2024Q4: 84,714 shares; 2025Q1: 106,788 shares; 2025Q2: 87,155 shares; 2025Q3: 86,450 shares 86,450 $11.9M 0.91% -705 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,161 shares; 2024Q4: 138,673 shares; 2025Q1: 149,223 shares; 2025Q2: 182,191 shares; 2025Q3: 224,059 shares 224,059 $11.5M 0.88% +41,868 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,942 shares; 2024Q4: 387,663 shares; 2025Q1: 413,481 shares; 2025Q2: 429,060 shares; 2025Q3: 480,559 shares 480,559 $10.9M 0.83% +51,499 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: 86,023 shares; 2024Q4: 78,117 shares; 2025Q1: 86,533 shares; 2025Q2: 76,805 shares; 2025Q3: 74,957 shares 74,957 $10.4M 0.8% -1,848 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,624 shares; 2024Q4: 107,340 shares; 2025Q1: 112,707 shares; 2025Q2: 115,312 shares; 2025Q3: 102,664 shares 102,664 $9.77M 0.75% -12,648 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: 18,988 shares; 2024Q4: 19,090 shares; 2025Q1: 18,760 shares; 2025Q2: 18,623 shares; 2025Q3: 18,450 shares 18,450 $9.28M 0.71% -173 Timeline LQD 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: 73,486 shares; 2024Q4: 72,873 shares; 2025Q1: 72,113 shares; 2025Q2: 76,497 shares; 2025Q3: 80,716 shares 80,716 $9M 0.69% +4,219 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: 36,402 shares; 2024Q4: 36,447 shares; 2025Q1: 36,389 shares; 2025Q2: 36,361 shares; 2025Q3: 36,233 shares 36,233 $8.95M 0.68% -128 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: 14,818 shares; 2024Q4: 14,863 shares; 2025Q1: 14,737 shares; 2025Q2: 12,974 shares; 2025Q3: 13,069 shares 13,069 $8.71M 0.66% +95 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: 105,288 shares; 2024Q4: 102,830 shares; 2025Q1: 106,276 shares; 2025Q2: 113,912 shares; 2025Q3: 112,393 shares 112,393 $8.02M 0.61% -1,519 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: 116,755 shares; 2024Q4: 118,602 shares; 2025Q1: 117,678 shares; 2025Q2: 114,816 shares; 2025Q3: 120,880 shares 120,880 $7.97M 0.61% +6,064 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,801 shares; 2024Q4: 141,935 shares; 2025Q1: 153,961 shares; 2025Q2: 177,602 shares; 2025Q3: 185,012 shares 185,012 $7.92M 0.6% +7,410 Timeline JCPB 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: not reported; 2025Q2: 124,244 shares; 2025Q3: 163,469 shares 163,469 $7.77M 0.59% +39,225 Timeline BSV 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: 114,007 shares; 2024Q4: 109,592 shares; 2025Q1: 107,843 shares; 2025Q2: 97,842 shares; 2025Q3: 92,508 shares 92,508 $7.3M 0.56% -5,334 Timeline JBND 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: 11,073 shares; 2025Q1: 9,870 shares; 2025Q2: 90,445 shares; 2025Q3: 134,782 shares 134,782 $7.3M 0.56% +44,337 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: 99,138 shares; 2024Q4: 93,028 shares; 2025Q1: 73,494 shares; 2025Q2: 66,936 shares; 2025Q3: 76,565 shares 76,565 $6.84M 0.52% +9,629 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: 11,141 shares; 2024Q4: 10,984 shares; 2025Q1: 11,900 shares; 2025Q2: 11,284 shares; 2025Q3: 11,141 shares 11,141 $6.69M 0.51% -143 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: 182,863 shares; 2024Q4: 191,026 shares; 2025Q1: 198,301 shares; 2025Q2: 177,368 shares; 2025Q3: 181,348 shares 181,348 $6.05M 0.46% +3,980 Timeline IEUR 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: 52,764 shares; 2024Q4: 44,238 shares; 2025Q1: 86,506 shares; 2025Q2: 74,535 shares; 2025Q3: 87,322 shares 87,322 $5.95M 0.45% +12,787 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: 26,226 shares; 2024Q4: 25,960 shares; 2025Q1: 25,210 shares; 2025Q2: 24,032 shares; 2025Q3: 23,548 shares 23,548 $5.72M 0.44% -484 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: 39,064 shares; 2024Q4: 37,887 shares; 2025Q1: 37,605 shares; 2025Q2: 37,194 shares; 2025Q3: 36,654 shares 36,654 $5.63M 0.43% -540 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: 9,211 shares; 2024Q4: 8,974 shares; 2025Q1: 8,400 shares; 2025Q2: 7,671 shares; 2025Q3: 7,344 shares 7,344 $5.6M 0.43% -327 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,312 shares; 2024Q4: 31,014 shares; 2025Q1: 30,925 shares; 2025Q2: 30,520 shares; 2025Q3: 29,532 shares 29,532 $5.54M 0.42% -988 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: 54,158 shares; 2024Q4: 48,317 shares; 2025Q1: 38,143 shares; 2025Q2: 37,057 shares; 2025Q3: 28,788 shares 28,788 $5.37M 0.41% -8,269 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,389 shares; 2024Q4: 63,245 shares; 2025Q1: 63,217 shares; 2025Q2: 64,042 shares; 2025Q3: 64,803 shares 64,803 $5.35M 0.41% +761 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,015 shares; 2024Q4: 25,559 shares; 2025Q1: 24,813 shares; 2025Q2: 24,811 shares; 2025Q3: 24,667 shares 24,667 $4.83M 0.37% -144 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: 3,058 shares; 2024Q4: 6,769 shares; 2025Q1: 6,001 shares; 2025Q2: 9,487 shares; 2025Q3: 9,699 shares 9,699 $4.65M 0.36% +212 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: 5,476 shares; 2024Q4: 5,457 shares; 2025Q1: 5,070 shares; 2025Q2: 5,005 shares; 2025Q3: 4,984 shares 4,984 $4.61M 0.35% -21 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,727 shares; 2025Q3: 156,199 shares 156,199 $4.58M 0.35% +38,472 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,527 shares; 2024Q4: 48,651 shares; 2025Q1: 50,577 shares; 2025Q2: 86,684 shares; 2025Q3: 91,973 shares 91,973 $4.31M 0.33% +5,289 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: 15,156 shares; 2024Q4: 15,129 shares; 2025Q1: 14,964 shares; 2025Q2: 14,142 shares; 2025Q3: 13,968 shares 13,968 $4.24M 0.32% -174 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,536 shares; 2024Q4: 58,492 shares; 2025Q1: 41,276 shares; 2025Q2: 41,016 shares; 2025Q3: 79,066 shares 79,066 $4.21M 0.32% +38,050 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: 36,462 shares; 2024Q4: 37,110 shares; 2025Q1: 35,256 shares; 2025Q2: 36,928 shares; 2025Q3: 35,245 shares 35,245 $4.19M 0.32% -1,683 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: 14,436 shares; 2024Q4: 43,669 shares; 2025Q1: 43,882 shares; 2025Q2: 43,764 shares; 2025Q3: 41,087 shares 41,087 $4.12M 0.31% -2,677 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,962 shares; 2024Q4: 66,996 shares; 2025Q1: 39,020 shares; 2025Q2: 103,054 shares; 2025Q3: 59,816 shares 59,816 $4.07M 0.31% -43,238 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: 72,722 shares; 2024Q4: 73,699 shares; 2025Q1: 73,601 shares; 2025Q2: 75,149 shares; 2025Q3: 75,047 shares 75,047 $4.07M 0.31% -102 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: 25,745 shares; 2024Q4: 24,455 shares; 2025Q1: 22,730 shares; 2025Q2: 21,946 shares; 2025Q3: 21,709 shares 21,709 $4.03M 0.31% -237 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: 11,901 shares; 2024Q4: 13,409 shares; 2025Q1: 14,025 shares; 2025Q2: 12,589 shares; 2025Q3: 12,662 shares 12,662 $3.99M 0.3% +73 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,037 shares; 2024Q4: 34,037 shares; 2025Q1: 33,773 shares; 2025Q2: 32,969 shares; 2025Q3: 32,966 shares 32,966 $3.98M 0.3% -3 Timeline SCHA 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: 87,427 shares; 2024Q4: 173,159 shares; 2025Q1: 163,176 shares; 2025Q2: 145,569 shares; 2025Q3: 142,620 shares 142,620 $3.98M 0.3% -2,949 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,009 shares; 2024Q4: 30,471 shares; 2025Q1: 26,992 shares; 2025Q2: 20,867 shares; 2025Q3: 19,637 shares 19,637 $3.92M 0.3% -1,230 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: 16,228 shares; 2024Q4: 16,438 shares; 2025Q1: 16,652 shares; 2025Q2: 16,532 shares; 2025Q3: 16,596 shares 16,596 $3.64M 0.28% +64 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: 54,225 shares; 2024Q4: 51,875 shares; 2025Q1: 51,136 shares; 2025Q2: 46,117 shares; 2025Q3: 45,487 shares 45,487 $3.56M 0.27% -630 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: 26,260 shares; 2024Q4: 25,533 shares; 2025Q1: 25,137 shares; 2025Q2: 24,121 shares; 2025Q3: 24,553 shares 24,553 $3.45M 0.26% +432 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,756 shares; 2024Q4: 13,000 shares; 2025Q1: 12,425 shares; 2025Q2: 12,042 shares; 2025Q3: 11,636 shares 11,636 $3.45M 0.26% -406 Timeline URTH 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: 11,861 shares; 2024Q4: 11,506 shares; 2025Q1: 16,349 shares; 2025Q2: 18,917 shares; 2025Q3: 18,909 shares 18,909 $3.43M 0.26% -8 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: 14,180 shares; 2024Q4: 13,938 shares; 2025Q1: 13,884 shares; 2025Q2: 13,244 shares; 2025Q3: 13,271 shares 13,271 $3.23M 0.25% +27 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,560 shares; 2024Q4: 131,939 shares; 2025Q1: 142,191 shares; 2025Q2: 118,254 shares; 2025Q3: 115,405 shares 115,405 $3.15M 0.24% -2,849 Timeline MTUM 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: 1,562 shares; 2024Q4: 6,647 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 12,079 shares 12,079 $3.1M 0.24% +10,545 Timeline SCHO 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: 63,499 shares; 2024Q4: 124,018 shares; 2025Q1: 126,989 shares; 2025Q2: 123,571 shares; 2025Q3: 125,464 shares 125,464 $3.06M 0.23% +1,893 Timeline JGLO 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: not reported; 2025Q2: 41,074 shares; 2025Q3: 44,841 shares 44,841 $3.04M 0.23% +3,767 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,201 shares; 2024Q4: 37,946 shares; 2025Q1: 36,737 shares; 2025Q2: 34,575 shares; 2025Q3: 33,475 shares 33,475 $2.92M 0.22% -1,100 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: not reported; 2024Q4: not reported; 2025Q1: 34,254 shares; 2025Q2: 36,485 shares; 2025Q3: 37,505 shares 37,505 $2.87M 0.22% +1,020 Timeline SCHQ 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: 67,371 shares; 2024Q4: 40,216 shares; 2025Q1: 113,435 shares; 2025Q2: 85,591 shares; 2025Q3: 87,255 shares 87,255 $2.82M 0.22% +1,664 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: 12,625 shares; 2024Q4: 11,674 shares; 2025Q1: 9,963 shares; 2025Q2: 9,875 shares; 2025Q3: 9,875 shares 9,875 $2.78M 0.21% 0 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: 30,385 shares; 2024Q4: 29,133 shares; 2025Q1: 28,353 shares; 2025Q2: 28,689 shares; 2025Q3: 28,587 shares 28,587 $2.67M 0.2% -102 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: 67,618 shares; 2024Q4: 72,393 shares; 2025Q1: 61,573 shares; 2025Q2: 48,843 shares; 2025Q3: 13,600 shares 13,600 $2.65M 0.2% -35,243 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 14,336 shares; 2025Q1: 14,140 shares; 2025Q2: 13,892 shares; 2025Q3: 13,761 shares 13,761 $2.61M 0.2% -131 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: 3,550 shares; 2024Q4: 3,548 shares; 2025Q1: 3,503 shares; 2025Q2: 3,360 shares; 2025Q3: 3,455 shares 3,455 $2.54M 0.19% +95 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: 42,756 shares; 2024Q4: 41,366 shares; 2025Q1: 40,719 shares; 2025Q2: 37,655 shares; 2025Q3: 36,705 shares 36,705 $2.51M 0.19% -950 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: 6,788 shares; 2024Q4: 6,410 shares; 2025Q1: 6,132 shares; 2025Q2: 6,076 shares; 2025Q3: 5,861 shares 5,861 $2.48M 0.19% -215 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: 25,241 shares; 2024Q4: 24,972 shares; 2025Q1: 24,580 shares; 2025Q2: 24,360 shares; 2025Q3: 24,007 shares 24,007 $2.47M 0.19% -353 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 6,192 shares; 2025Q1: 7,066 shares; 2025Q2: 6,359 shares; 2025Q3: 6,180 shares 6,180 $2.45M 0.19% -179 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: 28,458 shares; 2024Q4: 27,086 shares; 2025Q1: 25,947 shares; 2025Q2: 27,125 shares; 2025Q3: 26,279 shares 26,279 $2.4M 0.18% -846 Timeline RING 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: not reported; 2024Q4: 33,676 shares; 2025Q1: 35,570 shares; 2025Q2: 34,218 shares; 2025Q3: 37,007 shares 37,007 $2.39M 0.18% +2,789 Timeline XLB 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: 28,660 shares; 2024Q4: 27,756 shares; 2025Q1: 27,069 shares; 2025Q2: 27,069 shares; 2025Q3: 26,647 shares 26,647 $2.39M 0.18% -422 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: 5,493 shares; 2024Q4: 5,421 shares; 2025Q1: 5,031 shares; 2025Q2: 4,981 shares; 2025Q3: 4,981 shares 4,981 $2.38M 0.18% 0 Timeline VGLT 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: 3,746 shares; 2024Q4: 13,758 shares; 2025Q1: 48,289 shares; 2025Q2: 19,772 shares; 2025Q3: 41,666 shares 41,666 $2.37M 0.18% +21,894 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: 1,574 shares; 2024Q4: 1,581 shares; 2025Q1: 1,584 shares; 2025Q2: 7,434 shares; 2025Q3: 7,438 shares 7,438 $2.29M 0.17% +4 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: 5,739 shares; 2024Q4: 5,844 shares; 2025Q1: 5,687 shares; 2025Q2: 5,600 shares; 2025Q3: 5,622 shares 5,622 $2.28M 0.17% +22 Timeline XLRE 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: 57,162 shares; 2024Q4: 55,902 shares; 2025Q1: 54,406 shares; 2025Q2: 52,329 shares; 2025Q3: 52,323 shares 52,323 $2.2M 0.17% -6 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: 6,823 shares; 2024Q4: 6,524 shares; 2025Q1: 6,465 shares; 2025Q2: 6,447 shares; 2025Q3: 6,422 shares 6,422 $2.19M 0.17% -25 Timeline SCHM 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: 27,368 shares; 2024Q4: 81,513 shares; 2025Q1: 77,740 shares; 2025Q2: 75,144 shares; 2025Q3: 73,718 shares 73,718 $2.19M 0.17% -1,426 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: 3,935 shares; 2024Q4: 3,910 shares; 2025Q1: 3,760 shares; 2025Q2: 3,523 shares; 2025Q3: 3,535 shares 3,535 $2.16M 0.17% +12 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,616 shares; 2024Q4: 16,247 shares; 2025Q1: 15,992 shares; 2025Q2: 17,841 shares; 2025Q3: 16,829 shares 16,829 $2.12M 0.16% -1,012 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: 13,954 shares; 2024Q4: 14,063 shares; 2025Q1: 14,463 shares; 2025Q2: 13,970 shares; 2025Q3: 13,910 shares 13,910 $2.11M 0.16% -60 Timeline JIRE 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: not reported; 2025Q2: 24,584 shares; 2025Q3: 28,503 shares 28,503 $2.1M 0.16% +3,919 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,560 shares; 2024Q4: 10,577 shares; 2025Q1: 10,391 shares; 2025Q2: 10,347 shares; 2025Q3: 9,748 shares 9,748 $2.08M 0.16% -599 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: 36,911 shares; 2024Q4: 40,831 shares; 2025Q1: 40,977 shares; 2025Q2: 33,912 shares; 2025Q3: 33,943 shares 33,943 $2.03M 0.16% +31 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: 24,246 shares; 2024Q4: 17,647 shares; 2025Q1: 17,647 shares; 2025Q2: 10,565 shares; 2025Q3: 10,850 shares 10,850 $1.98M 0.15% +285 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,828 shares; 2024Q4: 75,910 shares; 2025Q1: 71,876 shares; 2025Q2: 49,472 shares; 2025Q3: 39,492 shares 39,492 $1.98M 0.15% -9,980 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: 21,030 shares; 2024Q4: 20,086 shares; 2025Q1: 18,911 shares; 2025Q2: 17,580 shares; 2025Q3: 16,986 shares 16,986 $1.94M 0.15% -594 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: 8,145 shares; 2024Q4: 7,771 shares; 2025Q1: 7,417 shares; 2025Q2: 7,117 shares; 2025Q3: 6,912 shares 6,912 $1.93M 0.15% -205 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,868 shares; 2024Q4: 10,495 shares; 2025Q1: 9,956 shares; 2025Q2: 9,428 shares; 2025Q3: 9,315 shares 9,315 $1.92M 0.15% -113 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: 3,462 shares; 2024Q4: 3,337 shares; 2025Q1: 3,320 shares; 2025Q2: 3,324 shares; 2025Q3: 3,254 shares 3,254 $1.85M 0.14% -70 Timeline TLH 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: 9,414 shares; 2024Q4: 8,837 shares; 2025Q1: not reported; 2025Q2: 5,603 shares; 2025Q3: 17,970 shares 17,970 $1.85M 0.14% +12,367 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,909 shares 1,909 $1.82M 0.14% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,526 shares; 2024Q4: 14,197 shares; 2025Q1: 14,055 shares; 2025Q2: 13,848 shares; 2025Q3: 13,710 shares 13,710 $1.79M 0.14% -138 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,754 shares; 2024Q4: 9,172 shares; 2025Q1: 9,172 shares; 2025Q2: 9,169 shares; 2025Q3: 9,269 shares 9,269 $1.73M 0.13% +100 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: 8,886 shares; 2024Q4: 8,789 shares; 2025Q1: 8,783 shares; 2025Q2: 7,977 shares; 2025Q3: 7,980 shares 7,980 $1.72M 0.13% +3 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,897 shares; 2024Q4: 73,315 shares; 2025Q1: 74,603 shares; 2025Q2: 67,566 shares; 2025Q3: 72,860 shares 72,860 $1.71M 0.13% +5,294 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: 32,488 shares; 2024Q4: 32,376 shares; 2025Q1: 34,253 shares; 2025Q2: 33,080 shares; 2025Q3: 33,017 shares 33,017 $1.7M 0.13% -63 Timeline JAVA 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: not reported; 2025Q2: 20,812 shares; 2025Q3: 24,697 shares 24,697 $1.7M 0.13% +3,885 Timeline IWY 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: 4,892 shares; 2024Q4: 5,141 shares; 2025Q1: 5,407 shares; 2025Q2: 5,712 shares; 2025Q3: 6,174 shares 6,174 $1.69M 0.13% +462 Timeline JGRO 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: not reported; 2025Q2: 15,860 shares; 2025Q3: 17,995 shares 17,995 $1.69M 0.13% +2,135 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,999 shares; 2024Q4: 6,527 shares; 2025Q1: 6,502 shares; 2025Q2: 6,257 shares; 2025Q3: 6,228 shares 6,228 $1.57M 0.12% -29 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,772 shares; 2024Q4: 35,672 shares; 2025Q1: 32,826 shares; 2025Q2: 32,014 shares; 2025Q3: 32,016 shares 32,016 $1.52M 0.12% +2 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: 11,787 shares; 2024Q4: 11,396 shares; 2025Q1: 11,403 shares; 2025Q2: 11,412 shares; 2025Q3: 10,496 shares 10,496 $1.49M 0.11% -916 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: 7,380 shares; 2024Q4: 7,617 shares; 2025Q1: 7,435 shares; 2025Q2: 6,741 shares; 2025Q3: 6,732 shares 6,732 $1.49M 0.11% -9 Timeline USIG 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: 24,011 shares; 2024Q4: 25,644 shares; 2025Q1: 25,694 shares; 2025Q2: 27,869 shares; 2025Q3: 27,622 shares 27,622 $1.44M 0.11% -247 Timeline SCHR 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: 8,488 shares; 2024Q4: 8,761 shares; 2025Q1: 10,174 shares; 2025Q2: 9,381 shares; 2025Q3: 57,384 shares 57,384 $1.44M 0.11% +48,003 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,964 shares; 2024Q4: 38,391 shares; 2025Q1: 32,449 shares; 2025Q2: 30,664 shares; 2025Q3: 30,647 shares 30,647 $1.43M 0.11% -17 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,879 shares; 2024Q4: 23,148 shares; 2025Q1: 22,800 shares; 2025Q2: 46,783 shares; 2025Q3: 22,986 shares 22,986 $1.43M 0.11% -23,797 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: 7,259 shares; 2024Q4: 6,597 shares; 2025Q1: 6,880 shares; 2025Q2: 6,429 shares; 2025Q3: 6,054 shares 6,054 $1.4M 0.11% -375 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,356 shares; 2024Q4: 24,762 shares; 2025Q1: 23,864 shares; 2025Q2: 23,814 shares; 2025Q3: 20,920 shares 20,920 $1.4M 0.11% -2,894 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: not reported; 2025Q2: 22,057 shares; 2025Q3: 29,985 shares 29,985 $1.39M 0.11% +7,928 Timeline JMEE 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: not reported; 2025Q2: 19,148 shares; 2025Q3: 21,560 shares 21,560 $1.37M 0.1% +2,412 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: 7,022 shares; 2024Q4: 6,953 shares; 2025Q1: 6,703 shares; 2025Q2: 6,440 shares; 2025Q3: 6,481 shares 6,481 $1.36M 0.1% +41 Timeline FLOT 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: 14,895 shares; 2024Q4: 19,132 shares; 2025Q1: 20,812 shares; 2025Q2: 23,614 shares; 2025Q3: 26,246 shares 26,246 $1.34M 0.1% +2,632 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: 41,039 shares; 2024Q4: 41,237 shares; 2025Q1: 39,439 shares; 2025Q2: 38,260 shares; 2025Q3: 37,679 shares 37,679 $1.34M 0.1% -581 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 11,092 shares; 2025Q1: 11,102 shares; 2025Q2: 11,138 shares; 2025Q3: 10,287 shares 10,287 $1.33M 0.1% -851 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: 3,087 shares; 2024Q4: 3,079 shares; 2025Q1: 2,978 shares; 2025Q2: 2,893 shares; 2025Q3: 2,873 shares 2,873 $1.31M 0.1% -20 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: 20,245 shares; 2024Q4: 19,995 shares; 2025Q1: 19,197 shares; 2025Q2: 18,780 shares; 2025Q3: 18,580 shares 18,580 $1.3M 0.1% -200 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,645 shares; 2024Q4: 4,439 shares; 2025Q1: 4,332 shares; 2025Q2: 4,294 shares; 2025Q3: 4,295 shares 4,295 $1.29M 0.1% +1 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 541 shares; 2025Q2: 539 shares; 2025Q3: 539 shares 539 $1.26M 0.1% 0 Timeline ESGU 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: 9,596 shares; 2024Q4: 9,563 shares; 2025Q1: 9,617 shares; 2025Q2: 7,678 shares; 2025Q3: 8,641 shares 8,641 $1.26M 0.1% +963 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 4,273 shares; 2025Q1: 4,477 shares; 2025Q2: 4,314 shares; 2025Q3: 4,309 shares 4,309 $1.24M 0.1% -5 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: 1,055 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares 1,034 $1.21M 0.09% 0 Timeline XLG 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: not reported; 2024Q4: not reported; 2025Q1: 16,647 shares; 2025Q2: 20,629 shares; 2025Q3: 20,639 shares 20,639 $1.19M 0.09% +10 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: 2,250 shares; 2024Q4: 2,067 shares; 2025Q1: 2,067 shares; 2025Q2: 1,947 shares; 2025Q3: 1,947 shares 1,947 $1.19M 0.09% 0 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: 21,249 shares; 2024Q4: 18,726 shares; 2025Q1: 18,203 shares; 2025Q2: 17,992 shares; 2025Q3: 17,843 shares 17,843 $1.18M 0.09% -149 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,608 shares; 2025Q1: 1,565 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares 1,539 $1.17M 0.09% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,323 shares; 2025Q1: 1,267 shares; 2025Q2: 1,267 shares; 2025Q3: 1,255 shares 1,255 $1.15M 0.09% -12 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: 2,536 shares; 2024Q4: 2,512 shares; 2025Q1: 2,579 shares; 2025Q2: 2,520 shares; 2025Q3: 2,567 shares 2,567 $1.14M 0.09% +47 Timeline TFI 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: 28,451 shares; 2024Q4: 31,959 shares; 2025Q1: 34,271 shares; 2025Q2: 28,349 shares; 2025Q3: 24,915 shares 24,915 $1.14M 0.09% -3,434 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: 8,706 shares; 2024Q4: 8,553 shares; 2025Q1: 8,140 shares; 2025Q2: 7,503 shares; 2025Q3: 7,304 shares 7,304 $1.13M 0.09% -199 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: 6,806 shares; 2024Q4: 7,392 shares; 2025Q1: 8,250 shares; 2025Q2: 8,049 shares; 2025Q3: 6,760 shares 6,760 $1.13M 0.09% -1,289 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 5,770 shares; 2025Q1: 5,771 shares; 2025Q2: 5,627 shares; 2025Q3: 5,629 shares 5,629 $1.13M 0.09% +2 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: 3,495 shares; 2024Q4: 3,275 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 3,816 shares 3,816 $1.12M 0.09% +885 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,681 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares 1,630 $1.11M 0.08% 0 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: 3,993 shares; 2024Q4: 3,884 shares; 2025Q1: 3,567 shares; 2025Q2: 3,282 shares; 2025Q3: 3,324 shares 3,324 $1.1M 0.08% +42 Timeline EZU 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: 6,769 shares; 2024Q4: 7,766 shares; 2025Q1: 8,853 shares; 2025Q2: 17,791 shares; 2025Q3: 17,789 shares 17,789 $1.1M 0.08% -2 Timeline IEF 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: 9,213 shares; 2024Q4: 12,346 shares; 2025Q1: 10,626 shares; 2025Q2: 18,480 shares; 2025Q3: 11,371 shares 11,371 $1.1M 0.08% -7,109 Timeline AOR 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: 17,217 shares; 2024Q4: 17,217 shares; 2025Q1: 17,217 shares; 2025Q2: 17,034 shares; 2025Q3: 17,034 shares 17,034 $1.1M 0.08% 0 Timeline XAR 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: 4,667 shares; 2024Q4: 4,542 shares; 2025Q1: 6,332 shares; 2025Q2: 4,783 shares; 2025Q3: 4,665 shares 4,665 $1.1M 0.08% -118 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 3,304 shares; 2025Q1: 3,457 shares; 2025Q2: 2,359 shares; 2025Q3: 2,361 shares 2,361 $1.09M 0.08% +2 Timeline ACWV 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: 7,371 shares; 2024Q4: 7,313 shares; 2025Q1: 9,445 shares; 2025Q2: 9,384 shares; 2025Q3: 9,124 shares 9,124 $1.09M 0.08% -260 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: 4,142 shares; 2024Q4: 4,026 shares; 2025Q1: 3,933 shares; 2025Q2: 3,766 shares; 2025Q3: 3,708 shares 3,708 $1.05M 0.08% -58 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $1.04M 0.08% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 3,294 shares; 2025Q1: 3,168 shares; 2025Q2: 3,166 shares; 2025Q3: 3,166 shares 3,166 $981K 0.07% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 4,695 shares; 2025Q1: 4,703 shares; 2025Q2: 4,710 shares; 2025Q3: 4,719 shares 4,719 $969K 0.07% +9 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $955K 0.07% 0 Timeline SPGP 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: 12,717 shares; 2024Q4: 11,640 shares; 2025Q1: 11,300 shares; 2025Q2: 8,225 shares; 2025Q3: 8,195 shares 8,195 $931K 0.07% -30 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: 3,162 shares; 2024Q4: 3,020 shares; 2025Q1: 3,740 shares; 2025Q2: 3,368 shares; 2025Q3: 3,293 shares 3,293 $929K 0.07% -75 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 8,621 shares; 2025Q1: 7,420 shares; 2025Q2: 7,420 shares; 2025Q3: 7,420 shares 7,420 $918K 0.07% 0 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: 11,311 shares; 2024Q4: 11,837 shares; 2025Q1: 12,126 shares; 2025Q2: 12,132 shares; 2025Q3: 12,048 shares 12,048 $910K 0.07% -84 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: 11,028 shares; 2024Q4: 10,693 shares; 2025Q1: 10,076 shares; 2025Q2: 10,322 shares; 2025Q3: 9,463 shares 9,463 $900K 0.07% -859 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: 19,208 shares; 2024Q4: 18,918 shares; 2025Q1: 16,546 shares; 2025Q2: 15,115 shares; 2025Q3: 13,683 shares 13,683 $893K 0.07% -1,432 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,510 shares; 2024Q4: 31,310 shares; 2025Q1: 31,263 shares; 2025Q2: 30,452 shares; 2025Q3: 30,452 shares 30,452 $886K 0.07% 0 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: 14,753 shares; 2024Q4: 14,502 shares; 2025Q1: 11,254 shares; 2025Q2: 10,598 shares; 2025Q3: 10,190 shares 10,190 $855K 0.07% -408 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,191 shares; 2025Q1: 3,226 shares; 2025Q2: 2,372 shares; 2025Q3: 2,594 shares 2,594 $854K 0.07% +222 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: 4,860 shares; 2024Q4: 4,722 shares; 2025Q1: 4,698 shares; 2025Q2: 4,632 shares; 2025Q3: 4,371 shares 4,371 $841K 0.06% -261 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: 8,242 shares; 2024Q4: 12,099 shares; 2025Q1: 10,071 shares; 2025Q2: 7,494 shares; 2025Q3: 7,451 shares 7,451 $840K 0.06% -43 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 8,820 shares; 2025Q1: 7,510 shares; 2025Q2: 7,510 shares; 2025Q3: 7,201 shares 7,201 $828K 0.06% -309 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: 3,087 shares; 2024Q4: 3,063 shares; 2025Q1: 2,998 shares; 2025Q2: 2,791 shares; 2025Q3: 2,792 shares 2,792 $820K 0.06% +1 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,553 shares; 2025Q1: 4,441 shares; 2025Q2: 4,342 shares; 2025Q3: 3,930 shares 3,930 $805K 0.06% -412 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: 12,829 shares; 2024Q4: 11,274 shares; 2025Q1: 9,971 shares; 2025Q2: 9,605 shares; 2025Q3: 9,507 shares 9,507 $804K 0.06% -98 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,571 shares; 2025Q2: 8,988 shares; 2025Q3: 8,972 shares 8,972 $804K 0.06% -16 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: 7,594 shares; 2024Q4: 7,414 shares; 2025Q1: 6,990 shares; 2025Q2: 6,702 shares; 2025Q3: 6,426 shares 6,426 $799K 0.06% -276 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: 9,608 shares; 2024Q4: 7,712 shares; 2025Q1: 6,454 shares; 2025Q2: 6,207 shares; 2025Q3: 5,881 shares 5,881 $788K 0.06% -326 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: 471 shares; 2024Q4: 471 shares; 2025Q1: 480 shares; 2025Q2: 980 shares; 2025Q3: 980 shares 980 $780K 0.06% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.06% 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: 4,291 shares; 2024Q4: 4,318 shares; 2025Q1: 5,509 shares; 2025Q2: 5,465 shares; 2025Q3: 4,632 shares 4,632 $751K 0.06% -833 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: 3,570 shares; 2024Q4: 3,344 shares; 2025Q1: 3,260 shares; 2025Q2: 3,261 shares; 2025Q3: 3,153 shares 3,153 $745K 0.06% -108 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,771 shares; 2024Q4: 8,771 shares; 2025Q1: 9,810 shares; 2025Q2: 17,139 shares; 2025Q3: 13,947 shares 13,947 $729K 0.06% -3,192 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,940 shares 5,940 $719K 0.05% new Timeline SPHQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,789 shares 9,789 $717K 0.05% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,145 shares; 2025Q1: 15,376 shares; 2025Q2: 19,048 shares; 2025Q3: 29,621 shares 29,621 $709K 0.05% +10,573 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,454 shares; 2025Q1: 2,471 shares; 2025Q2: 2,959 shares; 2025Q3: 2,960 shares 2,960 $709K 0.05% +1 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: 3,574 shares; 2024Q4: 3,545 shares; 2025Q1: 2,707 shares; 2025Q2: 2,355 shares; 2025Q3: 2,146 shares 2,146 $708K 0.05% -209 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: not reported; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares 1,667 $703K 0.05% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,117 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares 1,109 $699K 0.05% 0 Timeline GNMA 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: 9,237 shares; 2024Q4: 18,129 shares; 2025Q1: 17,316 shares; 2025Q2: 16,407 shares; 2025Q3: 15,683 shares 15,683 $696K 0.05% -724 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: 1,409 shares; 2024Q4: 1,426 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares 1,375 $686K 0.05% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,501 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $671K 0.05% 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: 9,402 shares; 2024Q4: 8,861 shares; 2025Q1: 8,581 shares; 2025Q2: 8,525 shares; 2025Q3: 8,315 shares 8,315 $665K 0.05% -210 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: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,177 shares; 2025Q2: 3,234 shares; 2025Q3: 3,234 shares 3,234 $658K 0.05% 0 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 8,967 shares; 2025Q1: 8,783 shares; 2025Q2: 9,089 shares; 2025Q3: 8,935 shares 8,935 $648K 0.05% -154 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: 16,478 shares; 2024Q4: 16,478 shares; 2025Q1: 16,478 shares; 2025Q2: 16,464 shares; 2025Q3: 16,464 shares 16,464 $635K 0.05% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,222 shares; 2025Q3: 13,595 shares 13,595 $634K 0.05% +373 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,772 shares; 2024Q4: 21,797 shares; 2025Q1: 18,483 shares; 2025Q2: 18,571 shares; 2025Q3: 18,652 shares 18,652 $625K 0.05% +81 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: 1,193 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares 1,045 $623K 0.05% 0 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: 5,204 shares; 2024Q4: 5,208 shares; 2025Q1: 5,212 shares; 2025Q2: 7,556 shares; 2025Q3: 7,559 shares 7,559 $620K 0.05% +3 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: 5,605 shares; 2024Q4: 5,451 shares; 2025Q1: 5,331 shares; 2025Q2: 4,706 shares; 2025Q3: 4,681 shares 4,681 $614K 0.05% -25 Timeline ACWX 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: 11,093 shares; 2024Q4: 13,638 shares; 2025Q1: 9,358 shares; 2025Q2: 9,358 shares; 2025Q3: 9,358 shares 9,358 $608K 0.05% 0 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: 1,580 shares; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares 1,610 $603K 0.05% 0 Timeline SPMB 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: 27,113 shares; 2024Q4: 27,120 shares; 2025Q1: 27,019 shares; 2025Q2: 26,701 shares; 2025Q3: 26,704 shares 26,704 $599K 0.05% +3 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: 4,579 shares; 2024Q4: 3,483 shares; 2025Q1: 3,490 shares; 2025Q2: 3,495 shares; 2025Q3: 3,500 shares 3,500 $598K 0.05% +5 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,100 shares 6,100 $592K 0.05% -350 Timeline VUSB 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: 15,116 shares; 2024Q4: 12,269 shares; 2025Q1: 13,310 shares; 2025Q2: 12,606 shares; 2025Q3: 11,591 shares 11,591 $579K 0.04% -1,015 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: 10,304 shares; 2024Q4: 12,788 shares; 2025Q1: 15,060 shares; 2025Q2: 20,194 shares; 2025Q3: 20,420 shares 20,420 $577K 0.04% +226 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: 39,528 shares; 2024Q4: 39,425 shares; 2025Q1: 8,065 shares; 2025Q2: 8,058 shares; 2025Q3: 7,924 shares 7,924 $577K 0.04% -134 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,512 shares; 2024Q4: 8,512 shares; 2025Q1: 8,512 shares; 2025Q2: 8,512 shares; 2025Q3: 8,512 shares 8,512 $568K 0.04% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,451 shares; 2025Q2: 25,361 shares; 2025Q3: 28,777 shares 28,777 $559K 0.04% +3,416 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: 2,164 shares; 2024Q4: 2,184 shares; 2025Q1: 2,182 shares; 2025Q2: 2,206 shares; 2025Q3: 2,351 shares 2,351 $557K 0.04% +145 Timeline PCY 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: 26,533 shares; 2024Q4: 26,320 shares; 2025Q1: 26,319 shares; 2025Q2: 25,683 shares; 2025Q3: 25,660 shares 25,660 $553K 0.04% -23 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: not reported; 2024Q4: 1,751 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares 1,161 $552K 0.04% 0 Timeline JMUB 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: not reported; 2025Q2: not reported; 2025Q3: 10,912 shares 10,912 $551K 0.04% new Timeline SUB 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: 5,624 shares; 2024Q4: 5,113 shares; 2025Q1: 4,764 shares; 2025Q2: 5,109 shares; 2025Q3: 5,148 shares 5,148 $550K 0.04% +39 Timeline HYMB 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: 27,871 shares; 2024Q4: 27,307 shares; 2025Q1: 26,380 shares; 2025Q2: 24,560 shares; 2025Q3: 21,363 shares 21,363 $533K 0.04% -3,197 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: 5,132 shares; 2024Q4: 4,471 shares; 2025Q1: 4,264 shares; 2025Q2: 4,063 shares; 2025Q3: 4,241 shares 4,241 $525K 0.04% +178 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,265 shares; 2025Q1: 5,265 shares; 2025Q2: 6,760 shares; 2025Q3: 6,760 shares 6,760 $516K 0.04% 0 Timeline PFM 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: 12,278 shares; 2024Q4: 11,673 shares; 2025Q1: 11,220 shares; 2025Q2: 10,461 shares; 2025Q3: 10,093 shares 10,093 $512K 0.04% -368 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,498 shares; 2025Q2: 4,254 shares; 2025Q3: 4,107 shares 4,107 $508K 0.04% -147 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,714 shares; 2025Q1: 1,711 shares; 2025Q2: 1,664 shares; 2025Q3: 1,682 shares 1,682 $506K 0.04% +18 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: 956 shares; 2024Q4: 950 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares 1,075 $504K 0.04% 0 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT 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: 12,021 shares; 2025Q3: 12,021 shares 12,021 $497K 0.04% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 4,766 shares; 2025Q1: 4,600 shares; 2025Q2: 4,537 shares; 2025Q3: 4,387 shares 4,387 $490K 0.04% -150 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: 1,843 shares; 2024Q4: 1,806 shares; 2025Q1: 1,779 shares; 2025Q2: 1,727 shares; 2025Q3: 1,722 shares 1,722 $486K 0.04% -5 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $485K 0.04% 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: 7,552 shares; 2024Q4: 7,508 shares; 2025Q1: 8,222 shares; 2025Q2: 8,055 shares; 2025Q3: 7,307 shares 7,307 $483K 0.04% -748 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,663 shares; 2025Q3: 9,663 shares 9,663 $478K 0.04% 0 Timeline SOXX 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: 1,146 shares; 2024Q4: 1,144 shares; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares 1,744 $473K 0.04% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 2,971 shares; 2025Q1: 2,922 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares 2,525 $472K 0.04% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,952 shares; 2024Q4: 15,607 shares; 2025Q1: 18,939 shares; 2025Q2: 17,130 shares; 2025Q3: 17,846 shares 17,846 $455K 0.03% +716 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,493 shares; 2025Q1: 5,507 shares; 2025Q2: 4,410 shares; 2025Q3: 4,312 shares 4,312 $447K 0.03% -98 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,436 shares 1,436 $442K 0.03% new 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: 16,154 shares; 2024Q4: 15,782 shares; 2025Q1: 15,718 shares; 2025Q2: 15,005 shares; 2025Q3: 13,861 shares 13,861 $436K 0.03% -1,144 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,261 shares; 2024Q4: 8,507 shares; 2025Q1: 8,522 shares; 2025Q2: 8,552 shares; 2025Q3: 8,552 shares 8,552 $432K 0.03% 0 Timeline SCHH 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: 21,893 shares; 2024Q4: 21,104 shares; 2025Q1: 20,070 shares; 2025Q2: 19,260 shares; 2025Q3: 19,575 shares 19,575 $422K 0.03% +315 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: 1,906 shares; 2024Q4: 1,873 shares; 2025Q1: 1,873 shares; 2025Q2: 1,848 shares; 2025Q3: 1,541 shares 1,541 $420K 0.03% -307 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 3,106 shares; 2025Q1: 3,319 shares; 2025Q2: 3,359 shares; 2025Q3: 3,305 shares 3,305 $416K 0.03% -54 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,604 shares; 2024Q4: 6,370 shares; 2025Q1: 6,346 shares; 2025Q2: 4,966 shares; 2025Q3: 4,966 shares 4,966 $409K 0.03% 0 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: 5,005 shares; 2024Q4: 4,387 shares; 2025Q1: 4,271 shares; 2025Q2: 3,624 shares; 2025Q3: 3,624 shares 3,624 $408K 0.03% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 828 shares; 2025Q1: 828 shares; 2025Q2: 1,028 shares; 2025Q3: 1,195 shares 1,195 $407K 0.03% +167 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,246 shares; 2025Q1: 2,304 shares; 2025Q2: 1,955 shares; 2025Q3: 1,885 shares 1,885 $407K 0.03% -70 Timeline SPLV 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: 5,998 shares; 2024Q4: 5,998 shares; 2025Q1: 5,859 shares; 2025Q2: 5,859 shares; 2025Q3: 5,508 shares 5,508 $405K 0.03% -351 Timeline PKW 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: 3,410 shares; 2024Q4: 3,335 shares; 2025Q1: 3,189 shares; 2025Q2: 3,189 shares; 2025Q3: 3,029 shares 3,029 $401K 0.03% -160 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 4,085 shares; 2025Q1: 4,085 shares; 2025Q2: 8,170 shares; 2025Q3: 8,170 shares 8,170 $401K 0.03% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,652 shares; 2025Q3: 4,652 shares 4,652 $395K 0.03% 0 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: 1,330 shares; 2024Q4: 1,193 shares; 2025Q1: 1,052 shares; 2025Q2: 1,121 shares; 2025Q3: 1,110 shares 1,110 $395K 0.03% -11 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,833 shares; 2024Q4: 6,796 shares; 2025Q1: 6,826 shares; 2025Q2: 6,884 shares; 2025Q3: 6,888 shares 6,888 $389K 0.03% +4 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,808 shares; 2025Q1: 3,803 shares; 2025Q2: 3,778 shares; 2025Q3: 3,778 shares 3,778 $388K 0.03% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,145 shares; 2025Q1: 3,151 shares; 2025Q2: 3,158 shares; 2025Q3: 3,165 shares 3,165 $388K 0.03% +7 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,475 shares 1,475 $385K 0.03% -25 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: 4,821 shares; 2024Q4: not reported; 2025Q1: 5,301 shares; 2025Q2: 8,540 shares; 2025Q3: 8,661 shares 8,661 $381K 0.03% +121 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,147 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares 1,146 $377K 0.03% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,099 shares; 2025Q3: 3,099 shares 3,099 $370K 0.03% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares 1,666 $370K 0.03% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,994 shares; 2024Q4: 7,060 shares; 2025Q1: 4,534 shares; 2025Q2: 3,820 shares; 2025Q3: 3,388 shares 3,388 $361K 0.03% -432 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: 7,726 shares; 2024Q4: 6,761 shares; 2025Q1: 5,273 shares; 2025Q2: 4,692 shares; 2025Q3: 4,771 shares 4,771 $360K 0.03% +79 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 982 shares; 2025Q3: 979 shares 979 $358K 0.03% -3 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $347K 0.03% 0 Timeline JQUA 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: 5,859 shares; 2024Q4: 5,761 shares; 2025Q1: 5,504 shares; 2025Q2: 5,496 shares; 2025Q3: 5,496 shares 5,496 $346K 0.03% 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: 4,817 shares; 2024Q4: 4,378 shares; 2025Q1: 4,367 shares; 2025Q2: 3,952 shares; 2025Q3: 3,852 shares 3,852 $346K 0.03% -100 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: 2,247 shares; 2024Q4: 2,145 shares; 2025Q1: 2,089 shares; 2025Q2: 2,059 shares; 2025Q3: 2,059 shares 2,059 $343K 0.03% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $339K 0.03% 0 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: 1,353 shares; 2024Q4: 1,354 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares 1,352 $333K 0.03% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,125 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,400 shares 3,400 $328K 0.03% -250 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: 2,493 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares 2,520 $325K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,031 shares; 2025Q1: 2,782 shares; 2025Q2: 2,422 shares; 2025Q3: 2,072 shares 2,072 $322K 0.02% -350 Timeline VWOB 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: not reported; 2024Q4: not reported; 2025Q1: 3,241 shares; 2025Q2: 3,911 shares; 2025Q3: 4,805 shares 4,805 $321K 0.02% +894 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: 2,919 shares; 2024Q4: 2,611 shares; 2025Q1: 2,609 shares; 2025Q2: 2,609 shares; 2025Q3: 1,609 shares 1,609 $319K 0.02% -1,000 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,784 shares; 2024Q4: 18,714 shares; 2025Q1: 21,406 shares; 2025Q2: 20,900 shares; 2025Q3: 20,602 shares 20,602 $319K 0.02% -298 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 10,184 shares; 2025Q1: 10,270 shares; 2025Q2: 7,775 shares; 2025Q3: 7,075 shares 7,075 $318K 0.02% -700 Timeline SPSB 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: 11,033 shares; 2024Q4: 11,033 shares; 2025Q1: 11,033 shares; 2025Q2: 10,482 shares; 2025Q3: 10,482 shares 10,482 $318K 0.02% 0 Timeline VBK 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: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,183 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares 1,044 $311K 0.02% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,836 shares; 2024Q4: 9,517 shares; 2025Q1: 9,217 shares; 2025Q2: 8,233 shares; 2025Q3: 6,267 shares 6,267 $303K 0.02% -1,966 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: 1,134 shares; 2024Q4: 1,404 shares; 2025Q1: 1,403 shares; 2025Q2: 1,254 shares; 2025Q3: 1,219 shares 1,219 $300K 0.02% -35 Timeline SPYX 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: 5,454 shares; 2024Q4: 5,454 shares; 2025Q1: 5,454 shares; 2025Q2: 5,454 shares; 2025Q3: 5,454 shares 5,454 $299K 0.02% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,340 shares; 2025Q3: 2,973 shares 2,973 $297K 0.02% +633 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares 3,480 $296K 0.02% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,732 shares; 2024Q4: 9,178 shares; 2025Q1: 9,250 shares; 2025Q2: 7,112 shares; 2025Q3: 5,117 shares 5,117 $293K 0.02% -1,995 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: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,803 shares; 2025Q2: 1,803 shares; 2025Q3: 1,553 shares 1,553 $291K 0.02% -250 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 8,705 shares; 2025Q1: 8,741 shares; 2025Q2: 8,778 shares; 2025Q3: 4,994 shares 4,994 $284K 0.02% -3,784 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: 7,045 shares; 2024Q4: 6,817 shares; 2025Q1: 6,751 shares; 2025Q2: 6,145 shares; 2025Q3: 4,540 shares 4,540 $284K 0.02% -1,605 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,681 shares; 2025Q1: 1,830 shares; 2025Q2: 1,243 shares; 2025Q3: 1,238 shares 1,238 $282K 0.02% -5 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $282K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 6,395 shares; 2025Q1: 6,374 shares; 2025Q2: 5,910 shares; 2025Q3: 6,097 shares 6,097 $279K 0.02% +187 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 871 shares 871 $279K 0.02% 0 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: 3,898 shares; 2024Q4: 3,898 shares; 2025Q1: 3,248 shares; 2025Q2: 3,249 shares; 2025Q3: 3,299 shares 3,299 $277K 0.02% +50 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: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,020 shares; 2025Q2: 1,016 shares; 2025Q3: 1,012 shares 1,012 $277K 0.02% -4 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: not reported; 2024Q4: 830 shares; 2025Q1: 1,342 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares 1,038 $270K 0.02% 0 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $267K 0.02% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,258 shares; 2025Q3: 2,868 shares 2,868 $267K 0.02% +610 Timeline OEF 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: 823 shares; 2024Q4: 813 shares; 2025Q1: 796 shares; 2025Q2: 794 shares; 2025Q3: 794 shares 794 $264K 0.02% 0 Timeline VSS 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: 2,040 shares; 2024Q4: 1,971 shares; 2025Q1: 1,970 shares; 2025Q2: 1,955 shares; 2025Q3: 1,850 shares 1,850 $264K 0.02% -105 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,066 shares 15,066 $263K 0.02% new 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: 2,124 shares; 2024Q4: 2,124 shares; 2025Q1: 2,123 shares; 2025Q2: 2,063 shares; 2025Q3: 2,063 shares 2,063 $262K 0.02% 0 Timeline SPYD 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: 5,772 shares; 2024Q4: 5,772 shares; 2025Q1: 5,772 shares; 2025Q2: 5,772 shares; 2025Q3: 5,772 shares 5,772 $254K 0.02% 0 Timeline SUSC 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: 9,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,264 shares; 2025Q3: 10,740 shares 10,740 $253K 0.02% +1,476 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: 13,998 shares; 2024Q4: 11,551 shares; 2025Q1: 8,947 shares; 2025Q2: not reported; 2025Q3: 7,381 shares 7,381 $248K 0.02% new 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: 486 shares; 2024Q4: 451 shares; 2025Q1: 525 shares; 2025Q2: 705 shares; 2025Q3: 701 shares 701 $247K 0.02% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares 1,810 $246K 0.02% new Timeline IGPT 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: 5,526 shares; 2024Q4: 5,526 shares; 2025Q1: not reported; 2025Q2: 4,551 shares; 2025Q3: 4,551 shares 4,551 $246K 0.02% 0 Timeline IYY 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $244K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 493 shares; 2025Q3: 493 shares 493 $242K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,871 shares; 2025Q2: 3,156 shares; 2025Q3: 3,159 shares 3,159 $240K 0.02% +3 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: 3,596 shares; 2024Q4: 3,634 shares; 2025Q1: 3,636 shares; 2025Q2: 3,637 shares; 2025Q3: 3,604 shares 3,604 $238K 0.02% -33 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: not reported; 2024Q4: 1,152 shares; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares 1,152 $235K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,893 shares; 2025Q3: 1,803 shares 1,803 $234K 0.02% -90 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197 shares; 2025Q3: 194 shares 194 $233K 0.02% -3 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,856 shares; 2025Q3: 4,332 shares 4,332 $230K 0.02% +476 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: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 2,739 shares; 2025Q3: 2,740 shares 2,740 $230K 0.02% +1 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,936 shares; 2024Q4: 4,813 shares; 2025Q1: 4,815 shares; 2025Q2: 4,752 shares; 2025Q3: 3,354 shares 3,354 $226K 0.02% -1,398 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: 1,312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,394 shares 1,394 $226K 0.02% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,428 shares; 2025Q1: 1,898 shares; 2025Q2: 1,137 shares; 2025Q3: 1,129 shares 1,129 $223K 0.02% -8 Timeline XBI 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: 3,101 shares; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares; 2025Q2: not reported; 2025Q3: 2,221 shares 2,221 $223K 0.02% new 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: 2,755 shares; 2024Q4: 3,170 shares; 2025Q1: 2,966 shares; 2025Q2: 2,367 shares; 2025Q3: 2,333 shares 2,333 $221K 0.02% -34 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: 2,876 shares; 2024Q4: 2,876 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares 2,225 $217K 0.02% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $217K 0.02% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,701 shares; 2024Q4: 3,476 shares; 2025Q1: 3,477 shares; 2025Q2: 3,456 shares; 2025Q3: 3,419 shares 3,419 $216K 0.02% -37 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,323 shares; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 4,940 shares; 2025Q3: 4,940 shares 4,940 $212K 0.02% 0 Timeline CHIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,711 shares 8,711 $211K 0.02% new Timeline ESGE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,830 shares 4,830 $210K 0.02% new Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 6,435 shares 6,435 $207K 0.02% new 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $207K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,458 shares 1,458 $205K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,395 shares; 2025Q2: not reported; 2025Q3: 2,145 shares 2,145 $204K 0.02% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares 466 $203K 0.02% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 14,937 shares; 2025Q2: not reported; 2025Q3: 8,250 shares 8,250 $203K 0.02% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,559 shares; 2024Q4: 28,559 shares; 2025Q1: 28,559 shares; 2025Q2: 28,559 shares; 2025Q3: 28,559 shares 28,559 $154K 0.01% 0 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,369 shares; 2024Q4: 10,369 shares; 2025Q1: 10,369 shares; 2025Q2: 10,369 shares; 2025Q3: 10,369 shares 10,369 $37.8K <0.01% 0 Timeline