VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,934 shares; 2024Q4: 179,653 shares; 2025Q1: 194,392 shares; 2025Q2: 198,845 shares; 2025Q3: 211,026 shares; 2025Q4: 214,675 shares 214,675 $72M 5.33% +3,649 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,531 shares; 2024Q4: 95,423 shares; 2025Q1: 93,832 shares; 2025Q2: 90,146 shares; 2025Q3: 88,746 shares; 2025Q4: 88,336 shares 88,336 $66.6M 4.93% -410 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,933 shares; 2024Q4: 327,381 shares; 2025Q1: 408,093 shares; 2025Q2: 592,919 shares; 2025Q3: 637,639 shares; 2025Q4: 692,609 shares 692,609 $55.6M 4.11% +54,970 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; 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; 2025Q4: 2,032,771 shares 2,032,771 $53.3M 3.95% +13,682 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,036 shares; 2024Q4: 129,980 shares; 2025Q1: 124,531 shares; 2025Q2: 129,097 shares; 2025Q3: 135,918 shares; 2025Q4: 289,404 shares 289,404 $41.7M 3.09% +153,486 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,207 shares; 2024Q4: 471,397 shares; 2025Q1: 485,279 shares; 2025Q2: 469,701 shares; 2025Q3: 473,930 shares; 2025Q4: 480,838 shares 480,838 $36.3M 2.69% +6,908 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,754 shares; 2024Q4: 535,162 shares; 2025Q1: 603,360 shares; 2025Q2: 576,197 shares; 2025Q3: 613,792 shares; 2025Q4: 712,397 shares 712,397 $32.8M 2.43% +98,605 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,129 shares; 2024Q4: 657,511 shares; 2025Q1: 672,250 shares; 2025Q2: 730,249 shares; 2025Q3: 804,729 shares; 2025Q4: 830,325 shares 830,325 $27.1M 2.01% +25,596 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,508 shares; 2024Q4: 230,787 shares; 2025Q1: 260,092 shares; 2025Q2: 342,632 shares; 2025Q3: 338,710 shares; 2025Q4: 353,925 shares 353,925 $26.2M 1.94% +15,215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,038,507 shares; 2025Q4: 1,009,318 shares 1,009,318 $25.8M 1.91% -29,189 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,408 shares; 2024Q4: 93,663 shares; 2025Q1: 91,744 shares; 2025Q2: 94,705 shares; 2025Q3: 92,729 shares; 2025Q4: 92,302 shares 92,302 $23.8M 1.76% -427 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,128 shares; 2024Q4: 34,351 shares; 2025Q1: 36,379 shares; 2025Q2: 32,518 shares; 2025Q3: 32,890 shares; 2025Q4: 33,016 shares 33,016 $22.6M 1.67% +126 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,272 shares; 2024Q4: 876,137 shares; 2025Q1: 873,465 shares; 2025Q2: 859,916 shares; 2025Q3: 837,192 shares; 2025Q4: 826,182 shares 826,182 $22.2M 1.65% -11,010 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,551 shares; 2024Q4: 179,858 shares; 2025Q1: 197,488 shares; 2025Q2: 233,683 shares; 2025Q3: 255,037 shares; 2025Q4: 273,520 shares 273,520 $21.8M 1.61% +18,483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,578 shares; 2024Q4: 237,157 shares; 2025Q1: 279,885 shares; 2025Q2: 336,558 shares; 2025Q3: 354,633 shares; 2025Q4: 353,297 shares 353,297 $21.2M 1.57% -1,336 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,543 shares; 2024Q4: 89,579 shares; 2025Q1: 85,181 shares; 2025Q2: 76,675 shares; 2025Q3: 83,560 shares; 2025Q4: 166,078 shares 166,078 $19.8M 1.47% +82,518 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,039 shares; 2024Q4: 65,173 shares; 2025Q1: 59,264 shares; 2025Q2: 42,216 shares; 2025Q3: 41,393 shares; 2025Q4: 40,859 shares 40,859 $19.8M 1.46% -534 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 781,039 shares; 2025Q4: 791,606 shares 791,606 $19.6M 1.45% +10,567 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,086 shares; 2024Q4: 377,657 shares; 2025Q1: 370,032 shares; 2025Q2: 318,649 shares; 2025Q3: 365,041 shares; 2025Q4: 356,666 shares 356,666 $19.5M 1.45% -8,375 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,039 shares; 2024Q4: 76,594 shares; 2025Q1: 75,446 shares; 2025Q2: 72,102 shares; 2025Q3: 71,858 shares; 2025Q4: 71,850 shares 71,850 $19.5M 1.45% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,890 shares; 2024Q4: 396,986 shares; 2025Q1: 359,196 shares; 2025Q2: 330,248 shares; 2025Q3: 315,052 shares; 2025Q4: 331,265 shares 331,265 $19.5M 1.44% +16,213 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,103 shares; 2024Q4: 208,158 shares; 2025Q1: 203,400 shares; 2025Q2: 217,610 shares; 2025Q3: 194,948 shares; 2025Q4: 203,994 shares 203,994 $18.2M 1.35% +9,046 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,940 shares; 2024Q4: 153,601 shares; 2025Q1: 165,125 shares; 2025Q2: 174,568 shares; 2025Q3: 154,985 shares; 2025Q4: 153,253 shares 153,253 $18M 1.34% -1,732 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,109 shares; 2024Q4: 72,503 shares; 2025Q1: 70,039 shares; 2025Q2: 65,150 shares; 2025Q3: 62,633 shares; 2025Q4: 62,176 shares 62,176 $17.9M 1.33% -457 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,370 shares; 2024Q4: 698,213 shares; 2025Q1: 709,518 shares; 2025Q2: 653,127 shares; 2025Q3: 677,148 shares; 2025Q4: 701,765 shares 701,765 $16.9M 1.25% +24,617 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,086 shares; 2024Q4: 107,223 shares; 2025Q1: 106,661 shares; 2025Q2: 106,899 shares; 2025Q3: 106,457 shares; 2025Q4: 104,952 shares 104,952 $15.6M 1.16% -1,505 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,143 shares; 2024Q4: 117,137 shares; 2025Q1: 115,965 shares; 2025Q2: 114,037 shares; 2025Q3: 110,403 shares; 2025Q4: 109,156 shares 109,156 $14.6M 1.08% -1,247 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,386 shares; 2024Q4: 290,140 shares; 2025Q1: 295,333 shares; 2025Q2: 306,239 shares; 2025Q3: 309,126 shares; 2025Q4: 310,182 shares 310,182 $14.5M 1.08% +1,056 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,466 shares; 2024Q4: 70,574 shares; 2025Q1: 84,749 shares; 2025Q2: 85,250 shares; 2025Q3: 93,654 shares; 2025Q4: 90,919 shares 90,919 $14.1M 1.04% -2,735 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,023 shares; 2024Q4: 78,117 shares; 2025Q1: 86,533 shares; 2025Q2: 76,805 shares; 2025Q3: 74,957 shares; 2025Q4: 81,630 shares 81,630 $12.6M 0.94% +6,673 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,598 shares; 2024Q4: 206,019 shares; 2025Q1: 210,152 shares; 2025Q2: 207,691 shares; 2025Q3: 210,525 shares; 2025Q4: 209,498 shares 209,498 $12.1M 0.9% -1,027 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,161 shares; 2024Q4: 138,673 shares; 2025Q1: 149,223 shares; 2025Q2: 182,191 shares; 2025Q3: 224,059 shares; 2025Q4: 233,011 shares 233,011 $11.9M 0.88% +8,952 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,415 shares; 2024Q4: 84,714 shares; 2025Q1: 106,788 shares; 2025Q2: 87,155 shares; 2025Q3: 86,450 shares; 2025Q4: 83,366 shares 83,366 $11.8M 0.87% -3,084 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,942 shares; 2024Q4: 387,663 shares; 2025Q1: 413,481 shares; 2025Q2: 429,060 shares; 2025Q3: 480,559 shares; 2025Q4: 508,361 shares 508,361 $11.5M 0.85% +27,802 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,073 shares; 2025Q1: 9,870 shares; 2025Q2: 90,445 shares; 2025Q3: 134,782 shares; 2025Q4: 183,190 shares 183,190 $9.91M 0.73% +48,408 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,988 shares; 2024Q4: 19,090 shares; 2025Q1: 18,760 shares; 2025Q2: 18,623 shares; 2025Q3: 18,450 shares; 2025Q4: 18,212 shares 18,212 $9.15M 0.68% -238 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,402 shares; 2024Q4: 36,447 shares; 2025Q1: 36,389 shares; 2025Q2: 36,361 shares; 2025Q3: 36,233 shares; 2025Q4: 35,553 shares 35,553 $8.99M 0.67% -680 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,818 shares; 2024Q4: 14,863 shares; 2025Q1: 14,737 shares; 2025Q2: 12,974 shares; 2025Q3: 13,069 shares; 2025Q4: 12,946 shares 12,946 $8.83M 0.65% -123 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,801 shares; 2024Q4: 141,935 shares; 2025Q1: 153,961 shares; 2025Q2: 177,602 shares; 2025Q3: 185,012 shares; 2025Q4: 194,936 shares 194,936 $8.66M 0.64% +9,924 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,244 shares; 2025Q3: 163,469 shares; 2025Q4: 180,812 shares 180,812 $8.56M 0.63% +17,343 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,288 shares; 2024Q4: 102,830 shares; 2025Q1: 106,276 shares; 2025Q2: 113,912 shares; 2025Q3: 112,393 shares; 2025Q4: 112,219 shares 112,219 $8.25M 0.61% -174 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,755 shares; 2024Q4: 118,602 shares; 2025Q1: 117,678 shares; 2025Q2: 114,816 shares; 2025Q3: 120,880 shares; 2025Q4: 120,930 shares 120,930 $8.13M 0.6% +50 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,486 shares; 2024Q4: 72,873 shares; 2025Q1: 72,113 shares; 2025Q2: 76,497 shares; 2025Q3: 80,716 shares; 2025Q4: 70,557 shares 70,557 $7.77M 0.58% -10,159 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,211 shares; 2024Q4: 8,974 shares; 2025Q1: 8,400 shares; 2025Q2: 7,671 shares; 2025Q3: 7,344 shares; 2025Q4: 7,217 shares 7,217 $7.76M 0.57% -127 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 10,984 shares; 2025Q1: 11,900 shares; 2025Q2: 11,284 shares; 2025Q3: 11,141 shares; 2025Q4: 12,197 shares 12,197 $7.49M 0.55% +1,056 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,226 shares; 2024Q4: 25,960 shares; 2025Q1: 25,210 shares; 2025Q2: 24,032 shares; 2025Q3: 23,548 shares; 2025Q4: 23,075 shares 23,075 $7.22M 0.53% -473 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,007 shares; 2024Q4: 109,592 shares; 2025Q1: 107,843 shares; 2025Q2: 97,842 shares; 2025Q3: 92,508 shares; 2025Q4: 88,012 shares 88,012 $6.94M 0.51% -4,496 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,764 shares; 2024Q4: 44,238 shares; 2025Q1: 86,506 shares; 2025Q2: 74,535 shares; 2025Q3: 87,322 shares; 2025Q4: 96,510 shares 96,510 $6.85M 0.51% +9,188 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,138 shares; 2024Q4: 93,028 shares; 2025Q1: 73,494 shares; 2025Q2: 66,936 shares; 2025Q3: 76,565 shares; 2025Q4: 150,757 shares 150,757 $6.74M 0.5% +74,192 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,624 shares; 2024Q4: 107,340 shares; 2025Q1: 112,707 shares; 2025Q2: 115,312 shares; 2025Q3: 102,664 shares; 2025Q4: 70,779 shares 70,779 $6.74M 0.5% -31,885 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,863 shares; 2024Q4: 191,026 shares; 2025Q1: 198,301 shares; 2025Q2: 177,368 shares; 2025Q3: 181,348 shares; 2025Q4: 187,394 shares 187,394 $6.14M 0.45% +6,046 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,312 shares; 2024Q4: 31,014 shares; 2025Q1: 30,925 shares; 2025Q2: 30,520 shares; 2025Q3: 29,532 shares; 2025Q4: 29,620 shares 29,620 $5.74M 0.42% +88 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,389 shares; 2024Q4: 63,245 shares; 2025Q1: 63,217 shares; 2025Q2: 64,042 shares; 2025Q3: 64,803 shares; 2025Q4: 64,078 shares 64,078 $5.42M 0.4% -725 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 6,769 shares; 2025Q1: 6,001 shares; 2025Q2: 9,487 shares; 2025Q3: 9,699 shares; 2025Q4: 10,594 shares 10,594 $5.17M 0.38% +895 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,064 shares; 2024Q4: 37,887 shares; 2025Q1: 37,605 shares; 2025Q2: 37,194 shares; 2025Q3: 36,654 shares; 2025Q4: 35,914 shares 35,914 $5.15M 0.38% -740 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,727 shares; 2025Q3: 156,199 shares; 2025Q4: 164,527 shares 164,527 $4.82M 0.36% +8,328 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,527 shares; 2024Q4: 48,651 shares; 2025Q1: 50,577 shares; 2025Q2: 86,684 shares; 2025Q3: 91,973 shares; 2025Q4: 102,031 shares 102,031 $4.78M 0.35% +10,058 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,015 shares; 2024Q4: 25,559 shares; 2025Q1: 24,813 shares; 2025Q2: 24,811 shares; 2025Q3: 24,667 shares; 2025Q4: 23,876 shares 23,876 $4.77M 0.35% -791 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,158 shares; 2024Q4: 48,317 shares; 2025Q1: 38,143 shares; 2025Q2: 37,057 shares; 2025Q3: 28,788 shares; 2025Q4: 24,772 shares 24,772 $4.73M 0.35% -4,016 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,180 shares; 2024Q4: 13,938 shares; 2025Q1: 13,884 shares; 2025Q2: 13,244 shares; 2025Q3: 13,271 shares; 2025Q4: 14,044 shares 14,044 $4.41M 0.33% +773 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,745 shares; 2024Q4: 24,455 shares; 2025Q1: 22,730 shares; 2025Q2: 21,946 shares; 2025Q3: 21,709 shares; 2025Q4: 21,068 shares 21,068 $4.36M 0.32% -641 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,457 shares; 2025Q1: 5,070 shares; 2025Q2: 5,005 shares; 2025Q3: 4,984 shares; 2025Q4: 4,961 shares 4,961 $4.28M 0.32% -23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,427 shares; 2024Q4: 173,159 shares; 2025Q1: 163,176 shares; 2025Q2: 145,569 shares; 2025Q3: 142,620 shares; 2025Q4: 149,589 shares 149,589 $4.26M 0.32% +6,969 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,156 shares; 2024Q4: 15,129 shares; 2025Q1: 14,964 shares; 2025Q2: 14,142 shares; 2025Q3: 13,968 shares; 2025Q4: 13,793 shares 13,793 $4.22M 0.31% -175 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,462 shares; 2024Q4: 37,110 shares; 2025Q1: 35,256 shares; 2025Q2: 36,928 shares; 2025Q3: 35,245 shares; 2025Q4: 34,761 shares 34,761 $4.18M 0.31% -484 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,722 shares; 2024Q4: 73,699 shares; 2025Q1: 73,601 shares; 2025Q2: 75,149 shares; 2025Q3: 75,047 shares; 2025Q4: 76,952 shares 76,952 $4.14M 0.31% +1,905 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,901 shares; 2024Q4: 13,409 shares; 2025Q1: 14,025 shares; 2025Q2: 12,589 shares; 2025Q3: 12,662 shares; 2025Q4: 12,714 shares 12,714 $4.1M 0.3% +52 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,371 shares; 2024Q4: 40,216 shares; 2025Q1: 113,435 shares; 2025Q2: 85,591 shares; 2025Q3: 87,255 shares; 2025Q4: 128,500 shares 128,500 $4.07M 0.3% +41,245 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,436 shares; 2024Q4: 43,669 shares; 2025Q1: 43,882 shares; 2025Q2: 43,764 shares; 2025Q3: 41,087 shares; 2025Q4: 40,715 shares 40,715 $4.07M 0.3% -372 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,037 shares; 2024Q4: 34,037 shares; 2025Q1: 33,773 shares; 2025Q2: 32,969 shares; 2025Q3: 32,966 shares; 2025Q4: 32,958 shares 32,958 $4.06M 0.3% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,009 shares; 2024Q4: 30,471 shares; 2025Q1: 26,992 shares; 2025Q2: 20,867 shares; 2025Q3: 19,637 shares; 2025Q4: 19,506 shares 19,506 $4M 0.3% -131 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,228 shares; 2024Q4: 16,438 shares; 2025Q1: 16,652 shares; 2025Q2: 16,532 shares; 2025Q3: 16,596 shares; 2025Q4: 16,906 shares 16,906 $3.9M 0.29% +310 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,536 shares; 2024Q4: 58,492 shares; 2025Q1: 41,276 shares; 2025Q2: 41,016 shares; 2025Q3: 79,066 shares; 2025Q4: 67,421 shares 67,421 $3.56M 0.26% -11,645 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,225 shares; 2024Q4: 51,875 shares; 2025Q1: 51,136 shares; 2025Q2: 46,117 shares; 2025Q3: 45,487 shares; 2025Q4: 45,314 shares 45,314 $3.52M 0.26% -173 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,260 shares; 2024Q4: 25,533 shares; 2025Q1: 25,137 shares; 2025Q2: 24,121 shares; 2025Q3: 24,553 shares; 2025Q4: 24,194 shares 24,194 $3.47M 0.26% -359 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,756 shares; 2024Q4: 13,000 shares; 2025Q1: 12,425 shares; 2025Q2: 12,042 shares; 2025Q3: 11,636 shares; 2025Q4: 11,571 shares 11,571 $3.45M 0.26% -65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,074 shares; 2025Q3: 44,841 shares; 2025Q4: 50,925 shares 50,925 $3.45M 0.26% +6,084 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,861 shares; 2024Q4: 11,506 shares; 2025Q1: 16,349 shares; 2025Q2: 18,917 shares; 2025Q3: 18,909 shares; 2025Q4: 18,175 shares 18,175 $3.38M 0.25% -734 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,962 shares; 2024Q4: 66,996 shares; 2025Q1: 39,020 shares; 2025Q2: 103,054 shares; 2025Q3: 59,816 shares; 2025Q4: 46,591 shares 46,591 $3.23M 0.24% -13,225 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,560 shares; 2024Q4: 131,939 shares; 2025Q1: 142,191 shares; 2025Q2: 118,254 shares; 2025Q3: 115,405 shares; 2025Q4: 116,709 shares 116,709 $3.2M 0.24% +1,304 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 13,758 shares; 2025Q1: 48,289 shares; 2025Q2: 19,772 shares; 2025Q3: 41,666 shares; 2025Q4: 54,698 shares 54,698 $3.05M 0.23% +13,032 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,499 shares; 2024Q4: 124,018 shares; 2025Q1: 126,989 shares; 2025Q2: 123,571 shares; 2025Q3: 125,464 shares; 2025Q4: 123,395 shares 123,395 $3.01M 0.22% -2,069 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,676 shares; 2025Q1: 35,570 shares; 2025Q2: 34,218 shares; 2025Q3: 37,007 shares; 2025Q4: 40,700 shares 40,700 $3M 0.22% +3,693 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,254 shares; 2025Q2: 36,485 shares; 2025Q3: 37,505 shares; 2025Q4: 35,016 shares 35,016 $2.99M 0.22% -2,489 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 6,410 shares; 2025Q1: 6,132 shares; 2025Q2: 6,076 shares; 2025Q3: 5,861 shares; 2025Q4: 5,722 shares 5,722 $2.92M 0.22% -139 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 5,421 shares; 2025Q1: 5,031 shares; 2025Q2: 4,981 shares; 2025Q3: 4,981 shares; 2025Q4: 4,953 shares 4,953 $2.84M 0.21% -28 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,756 shares; 2024Q4: 41,366 shares; 2025Q1: 40,719 shares; 2025Q2: 37,655 shares; 2025Q3: 36,705 shares; 2025Q4: 36,528 shares 36,528 $2.81M 0.21% -177 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,201 shares; 2024Q4: 37,946 shares; 2025Q1: 36,737 shares; 2025Q2: 34,575 shares; 2025Q3: 33,475 shares; 2025Q4: 65,654 shares 65,654 $2.8M 0.21% +32,179 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 8,837 shares; 2025Q1: not reported; 2025Q2: 5,603 shares; 2025Q3: 17,970 shares; 2025Q4: 27,276 shares 27,276 $2.77M 0.21% +9,306 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,385 shares; 2024Q4: 29,133 shares; 2025Q1: 28,353 shares; 2025Q2: 28,689 shares; 2025Q3: 28,587 shares; 2025Q4: 28,516 shares 28,516 $2.74M 0.2% -71 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,241 shares; 2024Q4: 24,972 shares; 2025Q1: 24,580 shares; 2025Q2: 24,360 shares; 2025Q3: 24,007 shares; 2025Q4: 23,749 shares 23,749 $2.65M 0.2% -258 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,618 shares; 2024Q4: 72,393 shares; 2025Q1: 61,573 shares; 2025Q2: 48,843 shares; 2025Q3: 13,600 shares; 2025Q4: 13,063 shares 13,063 $2.59M 0.19% -537 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 6,192 shares; 2025Q1: 7,066 shares; 2025Q2: 6,359 shares; 2025Q3: 6,180 shares; 2025Q4: 6,415 shares 6,415 $2.53M 0.19% +235 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,584 shares; 2025Q3: 28,503 shares; 2025Q4: 33,558 shares 33,558 $2.51M 0.19% +5,055 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 14,336 shares; 2025Q1: 14,140 shares; 2025Q2: 13,892 shares; 2025Q3: 13,761 shares; 2025Q4: 13,570 shares 13,570 $2.51M 0.19% -191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,660 shares; 2024Q4: 27,756 shares; 2025Q1: 27,069 shares; 2025Q2: 27,069 shares; 2025Q3: 26,647 shares; 2025Q4: 54,375 shares 54,375 $2.47M 0.18% +27,728 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,368 shares; 2024Q4: 81,513 shares; 2025Q1: 77,740 shares; 2025Q2: 75,144 shares; 2025Q3: 73,718 shares; 2025Q4: 80,165 shares 80,165 $2.41M 0.18% +6,447 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,548 shares; 2025Q1: 3,503 shares; 2025Q2: 3,360 shares; 2025Q3: 3,455 shares; 2025Q4: 3,431 shares 3,431 $2.26M 0.17% -24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,581 shares; 2025Q1: 1,584 shares; 2025Q2: 7,434 shares; 2025Q3: 7,438 shares; 2025Q4: 7,167 shares 7,167 $2.26M 0.17% -271 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,458 shares; 2024Q4: 27,086 shares; 2025Q1: 25,947 shares; 2025Q2: 27,125 shares; 2025Q3: 26,279 shares; 2025Q4: 25,482 shares 25,482 $2.25M 0.17% -797 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 5,844 shares; 2025Q1: 5,687 shares; 2025Q2: 5,600 shares; 2025Q3: 5,622 shares; 2025Q4: 6,536 shares 6,536 $2.25M 0.17% +914 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,823 shares; 2024Q4: 6,524 shares; 2025Q1: 6,465 shares; 2025Q2: 6,447 shares; 2025Q3: 6,422 shares; 2025Q4: 6,372 shares 6,372 $2.23M 0.17% -50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,812 shares; 2025Q3: 24,697 shares; 2025Q4: 30,614 shares 30,614 $2.2M 0.16% +5,917 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,935 shares; 2024Q4: 3,910 shares; 2025Q1: 3,760 shares; 2025Q2: 3,523 shares; 2025Q3: 3,535 shares; 2025Q4: 3,482 shares 3,482 $2.18M 0.16% -53 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,162 shares; 2024Q4: 55,902 shares; 2025Q1: 54,406 shares; 2025Q2: 52,329 shares; 2025Q3: 52,323 shares; 2025Q4: 52,469 shares 52,469 $2.12M 0.16% +146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,911 shares; 2024Q4: 40,831 shares; 2025Q1: 40,977 shares; 2025Q2: 33,912 shares; 2025Q3: 33,943 shares; 2025Q4: 33,809 shares 33,809 $2.11M 0.16% -134 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,616 shares; 2024Q4: 16,247 shares; 2025Q1: 15,992 shares; 2025Q2: 17,841 shares; 2025Q3: 16,829 shares; 2025Q4: 16,733 shares 16,733 $2.11M 0.16% -96 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,954 shares; 2024Q4: 14,063 shares; 2025Q1: 14,463 shares; 2025Q2: 13,970 shares; 2025Q3: 13,910 shares; 2025Q4: 13,596 shares 13,596 $2.06M 0.15% -314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,560 shares; 2024Q4: 10,577 shares; 2025Q1: 10,391 shares; 2025Q2: 10,347 shares; 2025Q3: 9,748 shares; 2025Q4: 9,667 shares 9,667 $2.04M 0.15% -81 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,860 shares; 2025Q3: 17,995 shares; 2025Q4: 21,910 shares 21,910 $2.03M 0.15% +3,915 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,828 shares; 2024Q4: 75,910 shares; 2025Q1: 71,876 shares; 2025Q2: 49,472 shares; 2025Q3: 39,492 shares; 2025Q4: 39,505 shares 39,505 $1.99M 0.15% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,488 shares; 2024Q4: 8,761 shares; 2025Q1: 10,174 shares; 2025Q2: 9,381 shares; 2025Q3: 57,384 shares; 2025Q4: 78,829 shares 78,829 $1.98M 0.15% +21,445 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,868 shares; 2024Q4: 10,495 shares; 2025Q1: 9,956 shares; 2025Q2: 9,428 shares; 2025Q3: 9,315 shares; 2025Q4: 9,321 shares 9,321 $1.98M 0.15% +6 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 7,771 shares; 2025Q1: 7,417 shares; 2025Q2: 7,117 shares; 2025Q3: 6,912 shares; 2025Q4: 6,758 shares 6,758 $1.96M 0.15% -154 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,909 shares; 2025Q4: 1,909 shares 1,909 $1.93M 0.14% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: 11,674 shares; 2025Q1: 9,963 shares; 2025Q2: 9,875 shares; 2025Q3: 9,875 shares; 2025Q4: 9,634 shares 9,634 $1.88M 0.14% -241 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,488 shares; 2024Q4: 32,376 shares; 2025Q1: 34,253 shares; 2025Q2: 33,080 shares; 2025Q3: 33,017 shares; 2025Q4: 33,533 shares 33,533 $1.84M 0.14% +516 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,337 shares; 2025Q1: 3,320 shares; 2025Q2: 3,324 shares; 2025Q3: 3,254 shares; 2025Q4: 3,204 shares 3,204 $1.83M 0.14% -50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,526 shares; 2024Q4: 14,197 shares; 2025Q1: 14,055 shares; 2025Q2: 13,848 shares; 2025Q3: 13,710 shares; 2025Q4: 13,667 shares 13,667 $1.81M 0.13% -43 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,754 shares; 2024Q4: 9,172 shares; 2025Q1: 9,172 shares; 2025Q2: 9,169 shares; 2025Q3: 9,269 shares; 2025Q4: 9,503 shares 9,503 $1.77M 0.13% +234 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,886 shares; 2024Q4: 8,789 shares; 2025Q1: 8,783 shares; 2025Q2: 7,977 shares; 2025Q3: 7,980 shares; 2025Q4: 7,941 shares 7,941 $1.75M 0.13% -39 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 5,141 shares; 2025Q1: 5,407 shares; 2025Q2: 5,712 shares; 2025Q3: 6,174 shares; 2025Q4: 6,218 shares 6,218 $1.72M 0.13% +44 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,897 shares; 2024Q4: 73,315 shares; 2025Q1: 74,603 shares; 2025Q2: 67,566 shares; 2025Q3: 72,860 shares; 2025Q4: 72,661 shares 72,661 $1.7M 0.13% -199 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,246 shares; 2024Q4: 17,647 shares; 2025Q1: 17,647 shares; 2025Q2: 10,565 shares; 2025Q3: 10,850 shares; 2025Q4: 9,478 shares 9,478 $1.68M 0.12% -1,372 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,030 shares; 2024Q4: 20,086 shares; 2025Q1: 18,911 shares; 2025Q2: 17,580 shares; 2025Q3: 16,986 shares; 2025Q4: 14,693 shares 14,693 $1.67M 0.12% -2,293 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,148 shares; 2025Q3: 21,560 shares; 2025Q4: 25,319 shares 25,319 $1.63M 0.12% +3,759 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,999 shares; 2024Q4: 6,527 shares; 2025Q1: 6,502 shares; 2025Q2: 6,257 shares; 2025Q3: 6,228 shares; 2025Q4: 6,478 shares 6,478 $1.56M 0.12% +250 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,057 shares; 2025Q3: 29,985 shares; 2025Q4: 33,550 shares 33,550 $1.55M 0.11% +3,565 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,772 shares; 2024Q4: 35,672 shares; 2025Q1: 32,826 shares; 2025Q2: 32,014 shares; 2025Q3: 32,016 shares; 2025Q4: 32,016 shares 32,016 $1.53M 0.11% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,879 shares; 2024Q4: 23,148 shares; 2025Q1: 22,800 shares; 2025Q2: 46,783 shares; 2025Q3: 22,986 shares; 2025Q4: 23,106 shares 23,106 $1.49M 0.11% +120 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,787 shares; 2024Q4: 11,396 shares; 2025Q1: 11,403 shares; 2025Q2: 11,412 shares; 2025Q3: 10,496 shares; 2025Q4: 10,506 shares 10,506 $1.48M 0.11% +10 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,259 shares; 2024Q4: 6,597 shares; 2025Q1: 6,880 shares; 2025Q2: 6,429 shares; 2025Q3: 6,054 shares; 2025Q4: 6,254 shares 6,254 $1.43M 0.11% +200 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,617 shares; 2025Q1: 7,435 shares; 2025Q2: 6,741 shares; 2025Q3: 6,732 shares; 2025Q4: 6,504 shares 6,504 $1.43M 0.11% -228 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,964 shares; 2024Q4: 38,391 shares; 2025Q1: 32,449 shares; 2025Q2: 30,664 shares; 2025Q3: 30,647 shares; 2025Q4: 30,435 shares 30,435 $1.42M 0.1% -212 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,011 shares; 2024Q4: 25,644 shares; 2025Q1: 25,694 shares; 2025Q2: 27,869 shares; 2025Q3: 27,622 shares; 2025Q4: 27,129 shares 27,129 $1.4M 0.1% -493 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,039 shares; 2024Q4: 41,237 shares; 2025Q1: 39,439 shares; 2025Q2: 38,260 shares; 2025Q3: 37,679 shares; 2025Q4: 37,681 shares 37,681 $1.37M 0.1% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,608 shares; 2025Q1: 1,565 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,539 shares 1,539 $1.35M 0.1% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,356 shares; 2024Q4: 24,762 shares; 2025Q1: 23,864 shares; 2025Q2: 23,814 shares; 2025Q3: 20,920 shares; 2025Q4: 19,826 shares 19,826 $1.35M 0.1% -1,094 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,258 shares; 2025Q1: 2,239 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,004 shares 14,004 $1.35M 0.1% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,895 shares; 2024Q4: 19,132 shares; 2025Q1: 20,812 shares; 2025Q2: 23,614 shares; 2025Q3: 26,246 shares; 2025Q4: 26,362 shares 26,362 $1.34M 0.1% +116 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 3,079 shares; 2025Q1: 2,978 shares; 2025Q2: 2,893 shares; 2025Q3: 2,873 shares; 2025Q4: 2,873 shares 2,873 $1.34M 0.1% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,022 shares; 2024Q4: 6,953 shares; 2025Q1: 6,703 shares; 2025Q2: 6,440 shares; 2025Q3: 6,481 shares; 2025Q4: 6,475 shares 6,475 $1.26M 0.09% -6 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,806 shares; 2024Q4: 7,392 shares; 2025Q1: 8,250 shares; 2025Q2: 8,049 shares; 2025Q3: 6,760 shares; 2025Q4: 6,759 shares 6,759 $1.24M 0.09% -1 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 3,304 shares; 2025Q1: 3,457 shares; 2025Q2: 2,359 shares; 2025Q3: 2,361 shares; 2025Q4: 2,563 shares 2,563 $1.23M 0.09% +202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 11,092 shares; 2025Q1: 11,102 shares; 2025Q2: 11,138 shares; 2025Q3: 10,287 shares; 2025Q4: 9,935 shares 9,935 $1.23M 0.09% -352 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,647 shares; 2025Q2: 20,629 shares; 2025Q3: 20,639 shares; 2025Q4: 20,624 shares 20,624 $1.22M 0.09% -15 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,645 shares; 2024Q4: 4,439 shares; 2025Q1: 4,332 shares; 2025Q2: 4,294 shares; 2025Q3: 4,295 shares; 2025Q4: 4,226 shares 4,226 $1.22M 0.09% -69 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 3,884 shares; 2025Q1: 3,567 shares; 2025Q2: 3,282 shares; 2025Q3: 3,324 shares; 2025Q4: 3,294 shares 3,294 $1.22M 0.09% -30 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,249 shares; 2024Q4: 18,726 shares; 2025Q1: 18,203 shares; 2025Q2: 17,992 shares; 2025Q3: 17,843 shares; 2025Q4: 17,355 shares 17,355 $1.21M 0.09% -488 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,667 shares; 2024Q4: 4,542 shares; 2025Q1: 6,332 shares; 2025Q2: 4,783 shares; 2025Q3: 4,665 shares; 2025Q4: 4,939 shares 4,939 $1.19M 0.09% +274 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,753 shares; 2024Q4: 14,502 shares; 2025Q1: 11,254 shares; 2025Q2: 10,598 shares; 2025Q3: 10,190 shares; 2025Q4: 11,313 shares 11,313 $1.19M 0.09% +1,123 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,451 shares; 2024Q4: 31,959 shares; 2025Q1: 34,271 shares; 2025Q2: 28,349 shares; 2025Q3: 24,915 shares; 2025Q4: 25,883 shares 25,883 $1.18M 0.09% +968 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,245 shares; 2024Q4: 19,995 shares; 2025Q1: 19,197 shares; 2025Q2: 18,780 shares; 2025Q3: 18,580 shares; 2025Q4: 18,568 shares 18,568 $1.18M 0.09% -12 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,596 shares; 2024Q4: 9,563 shares; 2025Q1: 9,617 shares; 2025Q2: 7,678 shares; 2025Q3: 8,641 shares; 2025Q4: 7,907 shares 7,907 $1.18M 0.09% -734 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,512 shares; 2025Q1: 2,579 shares; 2025Q2: 2,520 shares; 2025Q3: 2,567 shares; 2025Q4: 2,542 shares 2,542 $1.14M 0.08% -25 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,769 shares; 2024Q4: 7,766 shares; 2025Q1: 8,853 shares; 2025Q2: 17,791 shares; 2025Q3: 17,789 shares; 2025Q4: 17,785 shares 17,785 $1.14M 0.08% -4 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 4,026 shares; 2025Q1: 3,933 shares; 2025Q2: 3,766 shares; 2025Q3: 3,708 shares; 2025Q4: 3,637 shares 3,637 $1.14M 0.08% -71 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 5,770 shares; 2025Q1: 5,771 shares; 2025Q2: 5,627 shares; 2025Q3: 5,629 shares; 2025Q4: 5,419 shares 5,419 $1.13M 0.08% -210 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,213 shares; 2024Q4: 12,346 shares; 2025Q1: 10,626 shares; 2025Q2: 18,480 shares; 2025Q3: 11,371 shares; 2025Q4: 11,604 shares 11,604 $1.12M 0.08% +233 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,067 shares; 2025Q1: 2,067 shares; 2025Q2: 1,947 shares; 2025Q3: 1,947 shares; 2025Q4: 1,943 shares 1,943 $1.11M 0.08% -4 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,217 shares; 2024Q4: 17,217 shares; 2025Q1: 17,217 shares; 2025Q2: 17,034 shares; 2025Q3: 17,034 shares; 2025Q4: 17,034 shares 17,034 $1.11M 0.08% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares 1,034 $1.11M 0.08% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 4,273 shares; 2025Q1: 4,477 shares; 2025Q2: 4,314 shares; 2025Q3: 4,309 shares; 2025Q4: 4,256 shares 4,256 $1.1M 0.08% -53 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 19,741 shares; 2025Q1: 14,983 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,543 shares 13,543 $1.09M 0.08% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 7,313 shares; 2025Q1: 9,445 shares; 2025Q2: 9,384 shares; 2025Q3: 9,124 shares; 2025Q4: 9,125 shares 9,125 $1.08M 0.08% +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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 541 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 537 shares 537 $1.08M 0.08% -2 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,681 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares 1,630 $1.08M 0.08% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,706 shares; 2024Q4: 8,553 shares; 2025Q1: 8,140 shares; 2025Q2: 7,503 shares; 2025Q3: 7,304 shares; 2025Q4: 7,056 shares 7,056 $1.08M 0.08% -248 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,311 shares; 2024Q4: 11,837 shares; 2025Q1: 12,126 shares; 2025Q2: 12,132 shares; 2025Q3: 12,048 shares; 2025Q4: 12,907 shares 12,907 $1.04M 0.08% +859 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 8,621 shares; 2025Q1: 7,420 shares; 2025Q2: 7,420 shares; 2025Q3: 7,420 shares; 2025Q4: 7,420 shares 7,420 $1M 0.07% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,510 shares; 2024Q4: 31,310 shares; 2025Q1: 31,263 shares; 2025Q2: 30,452 shares; 2025Q3: 30,452 shares; 2025Q4: 33,002 shares 33,002 $977K 0.07% +2,550 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $972K 0.07% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,020 shares; 2025Q1: 3,740 shares; 2025Q2: 3,368 shares; 2025Q3: 3,293 shares; 2025Q4: 3,253 shares 3,253 $963K 0.07% -40 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,323 shares; 2025Q1: 1,267 shares; 2025Q2: 1,267 shares; 2025Q3: 1,255 shares; 2025Q4: 6,275 shares 6,275 $961K 0.07% +5,020 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,242 shares; 2024Q4: 12,099 shares; 2025Q1: 10,071 shares; 2025Q2: 7,494 shares; 2025Q3: 7,451 shares; 2025Q4: 7,788 shares 7,788 $937K 0.07% +337 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: 4,318 shares; 2025Q1: 5,509 shares; 2025Q2: 5,465 shares; 2025Q3: 4,632 shares; 2025Q4: 5,751 shares 5,751 $922K 0.07% +1,119 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,191 shares; 2025Q1: 3,226 shares; 2025Q2: 2,372 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares 2,594 $916K 0.07% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,208 shares; 2024Q4: 18,918 shares; 2025Q1: 16,546 shares; 2025Q2: 15,115 shares; 2025Q3: 13,683 shares; 2025Q4: 13,736 shares 13,736 $907K 0.07% +53 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,717 shares; 2024Q4: 11,640 shares; 2025Q1: 11,300 shares; 2025Q2: 8,225 shares; 2025Q3: 8,195 shares; 2025Q4: 7,607 shares 7,607 $866K 0.06% -588 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 480 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares 980 $861K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 4,695 shares; 2025Q1: 4,703 shares; 2025Q2: 4,710 shares; 2025Q3: 4,719 shares; 2025Q4: 4,574 shares 4,574 $860K 0.06% -145 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,501 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $850K 0.06% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,571 shares; 2025Q2: 8,988 shares; 2025Q3: 8,972 shares; 2025Q4: 9,070 shares 9,070 $837K 0.06% +98 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 3,294 shares; 2025Q1: 3,168 shares; 2025Q2: 3,166 shares; 2025Q3: 3,166 shares; 2025Q4: 3,166 shares 3,166 $819K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 3,063 shares; 2025Q1: 2,998 shares; 2025Q2: 2,791 shares; 2025Q3: 2,792 shares; 2025Q4: 2,793 shares 2,793 $811K 0.06% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $809K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,553 shares; 2025Q1: 4,441 shares; 2025Q2: 4,342 shares; 2025Q3: 3,930 shares; 2025Q4: 3,711 shares 3,711 $770K 0.06% -219 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,940 shares; 2025Q4: 6,438 shares 6,438 $768K 0.06% +498 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 8,820 shares; 2025Q1: 7,510 shares; 2025Q2: 7,510 shares; 2025Q3: 7,201 shares; 2025Q4: 7,201 shares 7,201 $761K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,860 shares; 2024Q4: 4,722 shares; 2025Q1: 4,698 shares; 2025Q2: 4,632 shares; 2025Q3: 4,371 shares; 2025Q4: 4,309 shares 4,309 $757K 0.06% -62 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.06% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,829 shares; 2024Q4: 11,274 shares; 2025Q1: 9,971 shares; 2025Q2: 9,605 shares; 2025Q3: 9,507 shares; 2025Q4: 8,962 shares 8,962 $755K 0.06% -545 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,145 shares; 2025Q1: 15,376 shares; 2025Q2: 19,048 shares; 2025Q3: 29,621 shares; 2025Q4: 31,795 shares 31,795 $753K 0.06% +2,174 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,608 shares; 2024Q4: 7,712 shares; 2025Q1: 6,454 shares; 2025Q2: 6,207 shares; 2025Q3: 5,881 shares; 2025Q4: 5,881 shares 5,881 $737K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,771 shares; 2024Q4: 8,771 shares; 2025Q1: 9,810 shares; 2025Q2: 17,139 shares; 2025Q3: 13,947 shares; 2025Q4: 13,947 shares 13,947 $731K 0.05% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,344 shares; 2025Q1: 3,260 shares; 2025Q2: 3,261 shares; 2025Q3: 3,153 shares; 2025Q4: 3,136 shares 3,136 $726K 0.05% -17 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,275 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 3,816 shares; 2025Q4: 2,816 shares 2,816 $724K 0.05% -1,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $694K 0.05% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,028 shares; 2024Q4: 10,693 shares; 2025Q1: 10,076 shares; 2025Q2: 10,322 shares; 2025Q3: 9,463 shares; 2025Q4: 7,361 shares 7,361 $693K 0.05% -2,102 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,237 shares; 2024Q4: 18,129 shares; 2025Q1: 17,316 shares; 2025Q2: 16,407 shares; 2025Q3: 15,683 shares; 2025Q4: 15,525 shares 15,525 $691K 0.05% -158 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,117 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares 1,109 $691K 0.05% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,545 shares; 2025Q1: 2,707 shares; 2025Q2: 2,355 shares; 2025Q3: 2,146 shares; 2025Q4: 1,969 shares 1,969 $682K 0.05% -177 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,177 shares; 2025Q2: 3,234 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares 3,234 $680K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 8,967 shares; 2025Q1: 8,783 shares; 2025Q2: 9,089 shares; 2025Q3: 8,935 shares; 2025Q4: 8,987 shares 8,987 $666K 0.05% +52 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 5,208 shares; 2025Q1: 5,212 shares; 2025Q2: 7,556 shares; 2025Q3: 7,559 shares; 2025Q4: 7,559 shares 7,559 $662K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 8,861 shares; 2025Q1: 8,581 shares; 2025Q2: 8,525 shares; 2025Q3: 8,315 shares; 2025Q4: 8,264 shares 8,264 $653K 0.05% -51 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,426 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,350 shares 1,350 $653K 0.05% -25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,478 shares; 2024Q4: 16,478 shares; 2025Q1: 16,478 shares; 2025Q2: 16,464 shares; 2025Q3: 16,464 shares; 2025Q4: 16,464 shares 16,464 $652K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,772 shares; 2024Q4: 21,797 shares; 2025Q1: 18,483 shares; 2025Q2: 18,571 shares; 2025Q3: 18,652 shares; 2025Q4: 18,729 shares 18,729 $649K 0.05% +77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares 1,667 $649K 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,594 shares; 2024Q4: 7,414 shares; 2025Q1: 6,990 shares; 2025Q2: 6,702 shares; 2025Q3: 6,426 shares; 2025Q4: 6,427 shares 6,427 $648K 0.05% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,222 shares; 2025Q3: 13,595 shares; 2025Q4: 13,595 shares 13,595 $641K 0.05% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,046 shares 1,046 $631K 0.05% +1 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,093 shares; 2024Q4: 13,638 shares; 2025Q1: 9,358 shares; 2025Q2: 9,358 shares; 2025Q3: 9,358 shares; 2025Q4: 9,360 shares 9,360 $628K 0.05% +2 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 5,451 shares; 2025Q1: 5,331 shares; 2025Q2: 4,706 shares; 2025Q3: 4,681 shares; 2025Q4: 4,681 shares 4,681 $621K 0.05% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,528 shares; 2024Q4: 39,425 shares; 2025Q1: 8,065 shares; 2025Q2: 8,058 shares; 2025Q3: 7,924 shares; 2025Q4: 7,546 shares 7,546 $613K 0.05% -378 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,113 shares; 2024Q4: 27,120 shares; 2025Q1: 27,019 shares; 2025Q2: 26,701 shares; 2025Q3: 26,704 shares; 2025Q4: 26,378 shares 26,378 $591K 0.04% -326 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,512 shares; 2024Q4: 8,512 shares; 2025Q1: 8,512 shares; 2025Q2: 8,512 shares; 2025Q3: 8,512 shares; 2025Q4: 8,512 shares 8,512 $579K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,116 shares; 2024Q4: 12,269 shares; 2025Q1: 13,310 shares; 2025Q2: 12,606 shares; 2025Q3: 11,591 shares; 2025Q4: 11,591 shares 11,591 $578K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,184 shares; 2025Q1: 2,182 shares; 2025Q2: 2,206 shares; 2025Q3: 2,351 shares; 2025Q4: 2,159 shares 2,159 $572K 0.04% -192 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,806 shares; 2025Q1: 1,779 shares; 2025Q2: 1,727 shares; 2025Q3: 1,722 shares; 2025Q4: 1,722 shares 1,722 $564K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,533 shares; 2024Q4: 26,320 shares; 2025Q1: 26,319 shares; 2025Q2: 25,683 shares; 2025Q3: 25,660 shares; 2025Q4: 25,587 shares 25,587 $554K 0.04% -73 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,912 shares; 2025Q4: 10,912 shares 10,912 $551K 0.04% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 5,113 shares; 2025Q1: 4,764 shares; 2025Q2: 5,109 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares 5,148 $549K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,451 shares; 2025Q2: 25,361 shares; 2025Q3: 28,777 shares; 2025Q4: 29,023 shares 29,023 $549K 0.04% +246 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 3,483 shares; 2025Q1: 3,490 shares; 2025Q2: 3,495 shares; 2025Q3: 3,500 shares; 2025Q4: 3,508 shares 3,508 $541K 0.04% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,871 shares; 2024Q4: 27,307 shares; 2025Q1: 26,380 shares; 2025Q2: 24,560 shares; 2025Q3: 21,363 shares; 2025Q4: 21,288 shares 21,288 $531K 0.04% -75 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,265 shares; 2025Q1: 5,265 shares; 2025Q2: 6,760 shares; 2025Q3: 6,760 shares; 2025Q4: 6,760 shares 6,760 $526K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,144 shares; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,744 shares 1,744 $525K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,193 shares; 2025Q1: 1,052 shares; 2025Q2: 1,121 shares; 2025Q3: 1,110 shares; 2025Q4: 1,312 shares 1,312 $520K 0.04% +202 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,714 shares; 2025Q1: 1,711 shares; 2025Q2: 1,664 shares; 2025Q3: 1,682 shares; 2025Q4: 1,682 shares 1,682 $518K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,454 shares; 2025Q1: 2,471 shares; 2025Q2: 2,959 shares; 2025Q3: 2,960 shares; 2025Q4: 2,546 shares 2,546 $517K 0.04% -414 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,278 shares; 2024Q4: 11,673 shares; 2025Q1: 11,220 shares; 2025Q2: 10,461 shares; 2025Q3: 10,093 shares; 2025Q4: 9,978 shares 9,978 $514K 0.04% -115 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares 1,610 $513K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 7,508 shares; 2025Q1: 8,222 shares; 2025Q2: 8,055 shares; 2025Q3: 7,307 shares; 2025Q4: 8,705 shares 8,705 $502K 0.04% +1,398 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,498 shares; 2025Q2: 4,254 shares; 2025Q3: 4,107 shares; 2025Q4: 4,115 shares 4,115 $499K 0.04% +8 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,751 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares 1,161 $495K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,132 shares; 2024Q4: 4,471 shares; 2025Q1: 4,264 shares; 2025Q2: 4,063 shares; 2025Q3: 4,241 shares; 2025Q4: 4,199 shares 4,199 $492K 0.04% -42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,493 shares; 2025Q1: 5,507 shares; 2025Q2: 4,410 shares; 2025Q3: 4,312 shares; 2025Q4: 4,315 shares 4,315 $487K 0.04% +3 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 4,766 shares; 2025Q1: 4,600 shares; 2025Q2: 4,537 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares 4,387 $484K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,021 shares; 2025Q3: 12,021 shares; 2025Q4: 12,021 shares 12,021 $479K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,066 shares; 2025Q4: 26,941 shares 26,941 $472K 0.03% +11,875 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 950 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 991 shares 991 $469K 0.03% -84 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,663 shares; 2025Q3: 9,663 shares; 2025Q4: 9,663 shares 9,663 $464K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,261 shares; 2024Q4: 8,507 shares; 2025Q1: 8,522 shares; 2025Q2: 8,552 shares; 2025Q3: 8,552 shares; 2025Q4: 8,552 shares 8,552 $431K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,952 shares; 2024Q4: 15,607 shares; 2025Q1: 18,939 shares; 2025Q2: 17,130 shares; 2025Q3: 17,846 shares; 2025Q4: 17,285 shares 17,285 $430K 0.03% -561 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 3,106 shares; 2025Q1: 3,319 shares; 2025Q2: 3,359 shares; 2025Q3: 3,305 shares; 2025Q4: 3,323 shares 3,323 $428K 0.03% +18 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 4,387 shares; 2025Q1: 4,271 shares; 2025Q2: 3,624 shares; 2025Q3: 3,624 shares; 2025Q4: 3,617 shares 3,617 $417K 0.03% -7 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,304 shares; 2024Q4: 12,788 shares; 2025Q1: 15,060 shares; 2025Q2: 20,194 shares; 2025Q3: 20,420 shares; 2025Q4: 16,682 shares 16,682 $414K 0.03% -3,738 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,154 shares; 2024Q4: 15,782 shares; 2025Q1: 15,718 shares; 2025Q2: 15,005 shares; 2025Q3: 13,861 shares; 2025Q4: 13,766 shares 13,766 $411K 0.03% -95 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,436 shares; 2025Q4: 1,436 shares 1,436 $410K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,246 shares; 2025Q1: 2,304 shares; 2025Q2: 1,955 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares 1,885 $409K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 828 shares; 2025Q1: 828 shares; 2025Q2: 1,028 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares 1,195 $402K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,652 shares; 2025Q3: 4,652 shares; 2025Q4: 4,652 shares 4,652 $401K 0.03% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 6,647 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 12,079 shares; 2025Q4: 1,602 shares 1,602 $401K 0.03% -10,477 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,893 shares; 2024Q4: 21,104 shares; 2025Q1: 20,070 shares; 2025Q2: 19,260 shares; 2025Q3: 19,575 shares; 2025Q4: 18,929 shares 18,929 $395K 0.03% -646 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,604 shares; 2024Q4: 6,370 shares; 2025Q1: 6,346 shares; 2025Q2: 4,966 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares 4,966 $392K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,998 shares; 2024Q4: 5,998 shares; 2025Q1: 5,859 shares; 2025Q2: 5,859 shares; 2025Q3: 5,508 shares; 2025Q4: 5,488 shares 5,488 $392K 0.03% -20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,410 shares; 2024Q4: 3,335 shares; 2025Q1: 3,189 shares; 2025Q2: 3,189 shares; 2025Q3: 3,029 shares; 2025Q4: 2,909 shares 2,909 $391K 0.03% -120 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,382 shares 9,382 $390K 0.03% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,145 shares; 2025Q1: 3,151 shares; 2025Q2: 3,158 shares; 2025Q3: 3,165 shares; 2025Q4: 3,175 shares 3,175 $386K 0.03% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,714 shares 1,714 $385K 0.03% +48 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,808 shares; 2025Q1: 3,803 shares; 2025Q2: 3,778 shares; 2025Q3: 3,778 shares; 2025Q4: 3,738 shares 3,738 $383K 0.03% -40 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,873 shares; 2025Q1: 1,873 shares; 2025Q2: 1,848 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares 1,541 $381K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,833 shares; 2024Q4: 6,796 shares; 2025Q1: 6,826 shares; 2025Q2: 6,884 shares; 2025Q3: 6,888 shares; 2025Q4: 6,891 shares 6,891 $381K 0.03% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,183 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,244 shares 1,244 $376K 0.03% +200 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,099 shares; 2025Q3: 3,099 shares; 2025Q4: 3,099 shares 3,099 $370K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $370K 0.03% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $369K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,147 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares 1,146 $367K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 982 shares; 2025Q3: 979 shares; 2025Q4: 979 shares 979 $366K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares 1,475 $363K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,994 shares; 2024Q4: 7,060 shares; 2025Q1: 4,534 shares; 2025Q2: 3,820 shares; 2025Q3: 3,388 shares; 2025Q4: 3,388 shares 3,388 $363K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,354 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares 1,352 $363K 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,145 shares; 2025Q1: 2,089 shares; 2025Q2: 2,059 shares; 2025Q3: 2,059 shares; 2025Q4: 2,059 shares 2,059 $352K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 2,611 shares; 2025Q1: 2,609 shares; 2025Q2: 2,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,537 shares 1,537 $352K 0.03% -72 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 6,395 shares; 2025Q1: 6,374 shares; 2025Q2: 5,910 shares; 2025Q3: 6,097 shares; 2025Q4: 7,047 shares 7,047 $347K 0.03% +950 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,784 shares; 2024Q4: 18,714 shares; 2025Q1: 21,406 shares; 2025Q2: 20,900 shares; 2025Q3: 20,602 shares; 2025Q4: 21,014 shares 21,014 $345K 0.03% +412 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $345K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,241 shares; 2025Q2: 3,911 shares; 2025Q3: 4,805 shares; 2025Q4: 5,096 shares 5,096 $344K 0.03% +291 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 5,761 shares; 2025Q1: 5,504 shares; 2025Q2: 5,496 shares; 2025Q3: 5,496 shares; 2025Q4: 5,292 shares 5,292 $334K 0.02% -204 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $328K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 4,085 shares; 2025Q1: 4,085 shares; 2025Q2: 8,170 shares; 2025Q3: 8,170 shares; 2025Q4: 8,170 shares 8,170 $328K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,817 shares; 2024Q4: 4,378 shares; 2025Q1: 4,367 shares; 2025Q2: 3,952 shares; 2025Q3: 3,852 shares; 2025Q4: 3,315 shares 3,315 $324K 0.02% -537 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: not reported; 2025Q1: 5,301 shares; 2025Q2: 8,540 shares; 2025Q3: 8,661 shares; 2025Q4: 7,853 shares 7,853 $320K 0.02% -808 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,031 shares; 2025Q1: 2,782 shares; 2025Q2: 2,422 shares; 2025Q3: 2,072 shares; 2025Q4: 1,998 shares 1,998 $320K 0.02% -74 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares 7,000 $319K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,033 shares; 2024Q4: 11,033 shares; 2025Q1: 11,033 shares; 2025Q2: 10,482 shares; 2025Q3: 10,482 shares; 2025Q4: 10,482 shares 10,482 $317K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $314K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,732 shares; 2024Q4: 9,178 shares; 2025Q1: 9,250 shares; 2025Q2: 7,112 shares; 2025Q3: 5,117 shares; 2025Q4: 5,214 shares 5,214 $300K 0.02% +97 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 10,184 shares; 2025Q1: 10,270 shares; 2025Q2: 7,775 shares; 2025Q3: 7,075 shares; 2025Q4: 6,830 shares 6,830 $298K 0.02% -245 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares 3,480 $296K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,726 shares; 2024Q4: 6,761 shares; 2025Q1: 5,273 shares; 2025Q2: 4,692 shares; 2025Q3: 4,771 shares; 2025Q4: 3,715 shares 3,715 $295K 0.02% -1,056 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,125 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,400 shares; 2025Q4: 3,300 shares 3,300 $293K 0.02% -100 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,045 shares; 2024Q4: 6,817 shares; 2025Q1: 6,751 shares; 2025Q2: 6,145 shares; 2025Q3: 4,540 shares; 2025Q4: 5,441 shares 5,441 $293K 0.02% +901 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,394 shares; 2025Q4: 1,338 shares 1,338 $287K 0.02% -56 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares 871 $281K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,898 shares; 2025Q1: 3,248 shares; 2025Q2: 3,249 shares; 2025Q3: 3,299 shares; 2025Q4: 3,299 shares 3,299 $280K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 2,739 shares; 2025Q3: 2,740 shares; 2025Q4: 2,991 shares 2,991 $279K 0.02% +251 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 813 shares; 2025Q1: 796 shares; 2025Q2: 794 shares; 2025Q3: 794 shares; 2025Q4: 794 shares 794 $272K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,803 shares; 2025Q2: 1,803 shares; 2025Q3: 1,553 shares; 2025Q4: 1,403 shares 1,403 $272K 0.02% -150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,526 shares; 2025Q1: not reported; 2025Q2: 4,551 shares; 2025Q3: 4,551 shares; 2025Q4: 4,551 shares 4,551 $271K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,681 shares; 2025Q1: 1,830 shares; 2025Q2: 1,243 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares 1,238 $269K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 1,971 shares; 2025Q1: 1,970 shares; 2025Q2: 1,955 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares 1,850 $265K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,998 shares; 2024Q4: 11,551 shares; 2025Q1: 8,947 shares; 2025Q2: not reported; 2025Q3: 7,381 shares; 2025Q4: 7,181 shares 7,181 $265K 0.02% -200 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,020 shares; 2025Q2: 1,016 shares; 2025Q3: 1,012 shares; 2025Q4: 1,006 shares 1,006 $264K 0.02% -6 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,258 shares; 2025Q3: 2,868 shares; 2025Q4: 2,751 shares 2,751 $262K 0.02% -117 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,830 shares; 2025Q4: 5,908 shares 5,908 $261K 0.02% +1,078 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,871 shares; 2025Q2: 3,156 shares; 2025Q3: 3,159 shares; 2025Q4: 3,159 shares 3,159 $259K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,836 shares; 2024Q4: 9,517 shares; 2025Q1: 9,217 shares; 2025Q2: 8,233 shares; 2025Q3: 6,267 shares; 2025Q4: 5,300 shares 5,300 $257K 0.02% -967 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,264 shares; 2025Q3: 10,740 shares; 2025Q4: 10,863 shares 10,863 $254K 0.02% +123 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares; 2025Q2: not reported; 2025Q3: 2,221 shares; 2025Q4: 2,080 shares 2,080 $254K 0.02% -141 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 8,705 shares; 2025Q1: 8,741 shares; 2025Q2: 8,778 shares; 2025Q3: 4,994 shares; 2025Q4: 5,015 shares 5,015 $251K 0.02% +21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 5,772 shares; 2025Q1: 5,772 shares; 2025Q2: 5,772 shares; 2025Q3: 5,772 shares; 2025Q4: 5,772 shares 5,772 $250K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,200 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: not reported; 2025Q4: 2,430 shares 2,430 $249K 0.02% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $249K 0.02% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,856 shares; 2025Q3: 4,332 shares; 2025Q4: 4,645 shares 4,645 $246K 0.02% +313 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 451 shares; 2025Q1: 525 shares; 2025Q2: 705 shares; 2025Q3: 701 shares; 2025Q4: 701 shares 701 $245K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $243K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares 493 $242K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $241K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,634 shares; 2025Q1: 3,636 shares; 2025Q2: 3,637 shares; 2025Q3: 3,604 shares; 2025Q4: 3,604 shares 3,604 $240K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,124 shares; 2025Q1: 2,123 shares; 2025Q2: 2,063 shares; 2025Q3: 2,063 shares; 2025Q4: 2,123 shares 2,123 $238K 0.02% +60 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,470 shares; 2025Q1: 4,473 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,407 shares 4,407 $238K 0.02% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,893 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares 1,803 $237K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 3,528 shares 3,528 $237K 0.02% +1,008 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,323 shares; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 4,940 shares; 2025Q3: 4,940 shares; 2025Q4: 4,940 shares 4,940 $236K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares; 2025Q4: 1,773 shares 1,773 $229K 0.02% -37 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,428 shares; 2025Q1: 1,898 shares; 2025Q2: 1,137 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares 1,129 $227K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 2,971 shares; 2025Q1: 2,922 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 1,210 shares 1,210 $220K 0.02% -1,315 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 3,170 shares; 2025Q1: 2,966 shares; 2025Q2: 2,367 shares; 2025Q3: 2,333 shares; 2025Q4: 2,334 shares 2,334 $219K 0.02% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,152 shares; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares 1,152 $212K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: 1,342 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 682 shares 682 $212K 0.02% -356 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 729 shares 729 $211K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares 1,458 $209K 0.02% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 4,548 shares; 2025Q1: 4,548 shares; 2025Q2: 2,854 shares; 2025Q3: not reported; 2025Q4: 2,263 shares 2,263 $208K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: 466 shares 466 $207K 0.02% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,936 shares; 2024Q4: 4,813 shares; 2025Q1: 4,815 shares; 2025Q2: 4,752 shares; 2025Q3: 3,354 shares; 2025Q4: 3,181 shares 3,181 $207K 0.02% -173 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,395 shares; 2025Q2: not reported; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares 2,145 $206K 0.02% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $205K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 2,876 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,145 shares 2,145 $205K 0.02% -80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,559 shares; 2024Q4: 28,559 shares; 2025Q1: 28,559 shares; 2025Q2: 28,559 shares; 2025Q3: 28,559 shares; 2025Q4: 28,559 shares 28,559 $110K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,369 shares; 2024Q4: 10,369 shares; 2025Q1: 10,369 shares; 2025Q2: 10,369 shares; 2025Q3: 10,369 shares; 2025Q4: 10,369 shares 10,369 $31.5K <0.01% 0 Timeline