IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,481 shares; 2024Q4: 123,053 shares; 2025Q1: 118,064 shares; 2025Q2: 119,012 shares; 2025Q3: 117,610 shares 117,610 $78.7M 7.43% -1,402 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412,798 shares; 2024Q4: 2,515,655 shares; 2025Q1: 2,557,934 shares; 2025Q2: 2,704,813 shares; 2025Q3: 2,786,158 shares 2,786,158 $67.6M 6.39% +81,345 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,817 shares; 2024Q4: 475,922 shares; 2025Q1: 470,205 shares; 2025Q2: 487,616 shares; 2025Q3: 486,027 shares 486,027 $57.8M 5.45% -1,589 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887,549 shares; 2024Q4: 963,346 shares; 2025Q1: 978,300 shares; 2025Q2: 956,360 shares; 2025Q3: 938,790 shares 938,790 $56.3M 5.31% -17,570 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,637 shares; 2024Q4: 245,954 shares; 2025Q1: 237,757 shares; 2025Q2: 249,760 shares; 2025Q3: 244,062 shares 244,062 $52.7M 4.97% -5,698 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,203 shares; 2024Q4: 175,403 shares; 2025Q1: 200,740 shares; 2025Q2: 187,688 shares; 2025Q3: 176,497 shares 176,497 $44.9M 4.24% -11,191 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,344 shares; 2024Q4: 625,549 shares; 2025Q1: 628,761 shares; 2025Q2: 628,942 shares; 2025Q3: 622,211 shares 622,211 $43.3M 4.09% -6,731 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 264,781 shares; 2025Q1: 264,323 shares; 2025Q2: 263,334 shares; 2025Q3: 263,440 shares 263,440 $35.3M 3.33% +106 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,820 shares; 2024Q4: 741,236 shares; 2025Q1: 753,500 shares; 2025Q2: 737,195 shares; 2025Q3: 734,705 shares 734,705 $33.9M 3.2% -2,490 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701,948 shares; 2024Q4: 689,328 shares; 2025Q1: 712,921 shares; 2025Q2: 731,241 shares; 2025Q3: 714,006 shares 714,006 $31.9M 3.01% -17,235 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,254 shares; 2024Q4: 150,978 shares; 2025Q1: 144,887 shares; 2025Q2: 153,092 shares; 2025Q3: 152,294 shares 152,294 $28.4M 2.68% -798 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,812 shares; 2024Q4: 129,566 shares; 2025Q1: 127,552 shares; 2025Q2: 134,344 shares; 2025Q3: 133,972 shares 133,972 $28M 2.64% -372 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,103 shares; 2024Q4: 160,527 shares; 2025Q1: 161,196 shares; 2025Q2: 162,081 shares; 2025Q3: 162,702 shares 162,702 $22.4M 2.12% +621 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,141 shares; 2024Q4: 67,973 shares; 2025Q1: 67,141 shares; 2025Q2: 70,244 shares; 2025Q3: 69,516 shares 69,516 $21.4M 2.02% -728 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,304 shares; 2024Q4: 232,815 shares; 2025Q1: 228,658 shares; 2025Q2: 239,042 shares; 2025Q3: 233,683 shares 233,683 $20.4M 1.93% -5,359 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,397 shares; 2024Q4: 582,025 shares; 2025Q1: 587,281 shares; 2025Q2: 575,555 shares; 2025Q3: 606,251 shares 606,251 $19.9M 1.88% +30,696 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,438 shares; 2024Q4: 215,887 shares; 2025Q1: 206,533 shares; 2025Q2: 197,434 shares; 2025Q3: 199,692 shares 199,692 $19.9M 1.88% +2,258 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,337 shares; 2024Q4: 27,030 shares; 2025Q1: 27,434 shares; 2025Q2: 27,330 shares; 2025Q3: 27,219 shares 27,219 $18.1M 1.71% -111 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,275 shares; 2024Q4: 193,166 shares; 2025Q1: 200,025 shares; 2025Q2: 196,628 shares; 2025Q3: 195,394 shares 195,394 $17.4M 1.64% -1,234 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,646 shares; 2024Q4: 58,896 shares; 2025Q1: 58,508 shares; 2025Q2: 63,169 shares; 2025Q3: 62,642 shares 62,642 $15.9M 1.5% -527 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,237 shares; 2024Q4: 186,106 shares; 2025Q1: 184,592 shares; 2025Q2: 188,476 shares; 2025Q3: 180,963 shares 180,963 $13.9M 1.31% -7,513 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,446 shares; 2024Q4: 26,616 shares; 2025Q1: 29,118 shares; 2025Q2: 26,222 shares; 2025Q3: 25,309 shares 25,309 $12.7M 1.2% -913 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,952 shares; 2024Q4: 100,819 shares; 2025Q1: 101,113 shares; 2025Q2: 112,540 shares; 2025Q3: 110,762 shares 110,762 $12.2M 1.16% -1,778 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,147 shares; 2024Q4: 220,259 shares; 2025Q1: 222,167 shares; 2025Q2: 247,293 shares; 2025Q3: 257,218 shares 257,218 $11.6M 1.09% +9,925 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,443 shares; 2024Q4: 16,082 shares; 2025Q1: 16,479 shares; 2025Q2: 15,779 shares; 2025Q3: 15,401 shares 15,401 $11.3M 1.07% -378 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,016 shares; 2024Q4: 16,860 shares; 2025Q1: 21,486 shares; 2025Q2: 21,408 shares; 2025Q3: 21,187 shares 21,187 $11M 1.04% -221 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,655 shares; 2024Q4: 104,463 shares; 2025Q1: 106,225 shares; 2025Q2: 116,914 shares; 2025Q3: 117,454 shares 117,454 $10.9M 1.03% +540 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,888 shares; 2024Q4: 45,994 shares; 2025Q1: 46,469 shares; 2025Q2: 59,457 shares; 2025Q3: 58,910 shares 58,910 $8.58M 0.81% -547 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,519 shares; 2024Q4: 135,104 shares; 2025Q1: 141,417 shares; 2025Q2: 200,646 shares; 2025Q3: 192,087 shares 192,087 $8.16M 0.77% -8,559 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,225 shares; 2024Q4: 333,368 shares; 2025Q1: 344,805 shares; 2025Q2: 339,362 shares; 2025Q3: 338,326 shares 338,326 $7.88M 0.74% -1,036 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,405 shares; 2024Q4: 23,517 shares; 2025Q1: 23,917 shares; 2025Q2: 22,068 shares; 2025Q3: 21,625 shares 21,625 $7.13M 0.67% -443 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,028 shares; 2024Q4: 189,291 shares; 2025Q1: 201,915 shares; 2025Q2: 221,720 shares; 2025Q3: 234,234 shares 234,234 $6.4M 0.6% +12,514 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,709 shares; 2024Q4: 18,890 shares; 2025Q1: 18,748 shares; 2025Q2: 18,741 shares; 2025Q3: 18,824 shares 18,824 $6.18M 0.58% +83 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,355 shares; 2024Q4: 107,723 shares; 2025Q1: 120,911 shares; 2025Q2: 141,811 shares; 2025Q3: 146,481 shares 146,481 $6.02M 0.57% +4,670 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,739 shares; 2024Q4: 124,051 shares; 2025Q1: 134,620 shares; 2025Q2: 140,800 shares; 2025Q3: 150,273 shares 150,273 $5.8M 0.55% +9,473 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,750 shares; 2024Q4: 30,075 shares; 2025Q1: 30,936 shares; 2025Q2: 31,466 shares; 2025Q3: 30,626 shares 30,626 $5.71M 0.54% -840 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,250 shares; 2024Q4: 84,596 shares; 2025Q1: 82,878 shares; 2025Q2: 83,124 shares; 2025Q3: 80,387 shares 80,387 $5.45M 0.51% -2,737 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,454 shares; 2024Q4: 86,045 shares; 2025Q1: 94,097 shares; 2025Q2: 111,411 shares; 2025Q3: 124,380 shares 124,380 $5.09M 0.48% +12,969 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,744 shares; 2024Q4: 31,292 shares; 2025Q1: 29,025 shares; 2025Q2: 28,486 shares; 2025Q3: 26,905 shares 26,905 $4.91M 0.46% -1,581 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,780 shares; 2024Q4: 43,296 shares; 2025Q1: 50,929 shares; 2025Q2: 89,495 shares; 2025Q3: 92,927 shares 92,927 $4.72M 0.45% +3,432 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,734 shares; 2024Q4: 15,572 shares; 2025Q1: 16,229 shares; 2025Q2: 16,258 shares; 2025Q3: 17,373 shares 17,373 $4.23M 0.4% +1,115 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,639 shares; 2024Q4: 46,131 shares; 2025Q1: 50,801 shares; 2025Q2: 54,578 shares; 2025Q3: 53,416 shares 53,416 $4.22M 0.4% -1,162 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,408 shares; 2024Q4: 10,467 shares; 2025Q1: 13,675 shares; 2025Q2: 13,471 shares; 2025Q3: 13,334 shares 13,334 $4.21M 0.4% -137 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,564 shares; 2024Q4: 117,607 shares; 2025Q1: 122,817 shares; 2025Q2: 127,010 shares; 2025Q3: 131,829 shares 131,829 $4.14M 0.39% +4,819 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,670 shares; 2024Q4: 133,224 shares; 2025Q1: 186,091 shares; 2025Q2: 143,570 shares; 2025Q3: 143,570 shares 143,570 $4.01M 0.38% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,918 shares; 2024Q4: 51,322 shares; 2025Q1: 53,570 shares; 2025Q2: 51,222 shares; 2025Q3: 52,984 shares 52,984 $3.94M 0.37% +1,762 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,787 shares; 2024Q4: 18,612 shares; 2025Q1: 19,964 shares; 2025Q2: 17,567 shares; 2025Q3: 17,554 shares 17,554 $3.85M 0.36% -13 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,823 shares; 2024Q4: 40,272 shares; 2025Q1: 50,662 shares; 2025Q2: 61,412 shares; 2025Q3: 75,372 shares 75,372 $3.62M 0.34% +13,960 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,741 shares; 2024Q4: 55,455 shares; 2025Q1: 55,104 shares; 2025Q2: 56,308 shares; 2025Q3: 54,452 shares 54,452 $3.43M 0.32% -1,856 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,308 shares; 2024Q4: 63,509 shares; 2025Q1: 60,847 shares; 2025Q2: 60,257 shares; 2025Q3: 60,188 shares 60,188 $3.26M 0.31% -69 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 4,161 shares; 2025Q1: 4,846 shares; 2025Q2: 5,492 shares; 2025Q3: 5,318 shares 5,318 $3.26M 0.31% -174 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,993 shares; 2024Q4: 27,470 shares; 2025Q1: 28,424 shares; 2025Q2: 29,234 shares; 2025Q3: 30,484 shares 30,484 $3.26M 0.31% +1,250 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 4,139 shares; 2025Q1: 5,888 shares; 2025Q2: 6,009 shares; 2025Q3: 5,986 shares 5,986 $2.86M 0.27% -23 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,017 shares; 2024Q4: 12,833 shares; 2025Q1: 13,021 shares; 2025Q2: 12,616 shares; 2025Q3: 11,521 shares 11,521 $2.8M 0.26% -1,095 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,625 shares; 2024Q4: 36,625 shares; 2025Q1: 35,300 shares; 2025Q2: 34,933 shares; 2025Q3: 34,733 shares 34,733 $2.76M 0.26% -200 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,239 shares; 2024Q4: 15,055 shares; 2025Q1: 15,055 shares; 2025Q2: 15,055 shares; 2025Q3: 15,055 shares 15,055 $2.66M 0.25% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,057 shares; 2024Q4: 4,705 shares; 2025Q1: 6,629 shares; 2025Q2: 6,567 shares; 2025Q3: 6,549 shares 6,549 $2.65M 0.25% -18 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 6,835 shares; 2025Q1: 5,844 shares; 2025Q2: 6,017 shares; 2025Q3: 5,936 shares 5,936 $2.64M 0.25% -81 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,457 shares; 2025Q3: 50,754 shares 50,754 $2.43M 0.23% +11,297 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,114 shares; 2024Q4: 41,114 shares; 2025Q1: 40,528 shares; 2025Q2: 39,896 shares; 2025Q3: 38,605 shares 38,605 $2.36M 0.22% -1,291 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,643 shares; 2025Q1: 2,868 shares; 2025Q2: 2,746 shares; 2025Q3: 2,781 shares 2,781 $2.12M 0.2% +35 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,503 shares; 2025Q1: 5,503 shares; 2025Q2: 5,495 shares; 2025Q3: 5,495 shares 5,495 $2.08M 0.2% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,890 shares; 2024Q4: 10,770 shares; 2025Q1: 13,483 shares; 2025Q2: 13,518 shares; 2025Q3: 13,450 shares 13,450 $2.07M 0.2% -68 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,609 shares; 2025Q1: 5,782 shares; 2025Q2: 5,987 shares; 2025Q3: 5,787 shares 5,787 $2M 0.19% -200 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,334 shares; 2024Q4: 15,333 shares; 2025Q1: 15,139 shares; 2025Q2: 11,870 shares; 2025Q3: 11,985 shares 11,985 $1.94M 0.18% +115 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,969 shares; 2024Q4: 7,867 shares; 2025Q1: 18,821 shares; 2025Q2: 18,757 shares; 2025Q3: 18,774 shares 18,774 $1.93M 0.18% +17 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,751 shares; 2024Q4: 18,160 shares; 2025Q1: 17,193 shares; 2025Q2: 17,126 shares; 2025Q3: 17,082 shares 17,082 $1.93M 0.18% -44 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,724 shares; 2025Q2: 7,459 shares; 2025Q3: 7,511 shares 7,511 $1.82M 0.17% +52 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,037 shares; 2025Q1: 6,407 shares; 2025Q2: 6,407 shares; 2025Q3: 6,407 shares 6,407 $1.81M 0.17% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,057 shares; 2024Q4: 11,651 shares; 2025Q1: 11,688 shares; 2025Q2: 8,818 shares; 2025Q3: 7,622 shares 7,622 $1.72M 0.16% -1,196 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,564 shares; 2024Q4: 15,606 shares; 2025Q1: 23,680 shares; 2025Q2: 22,077 shares; 2025Q3: 24,760 shares 24,760 $1.69M 0.16% +2,683 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,845 shares; 2024Q4: 28,976 shares; 2025Q1: 29,168 shares; 2025Q2: 29,502 shares; 2025Q3: 29,676 shares 29,676 $1.53M 0.14% +174 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.14% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,044 shares; 2024Q4: 59,340 shares; 2025Q1: 59,367 shares; 2025Q2: 59,392 shares; 2025Q3: 57,845 shares 57,845 $1.49M 0.14% -1,547 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,022 shares; 2024Q4: 34,593 shares; 2025Q1: 34,953 shares; 2025Q2: 34,776 shares; 2025Q3: 34,176 shares 34,176 $1.48M 0.14% -600 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,416 shares; 2025Q1: 2,435 shares; 2025Q2: 2,447 shares; 2025Q3: 2,447 shares 2,447 $1.47M 0.14% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 5,781 shares; 2025Q1: 11,886 shares; 2025Q2: 8,614 shares; 2025Q3: 8,485 shares 8,485 $1.42M 0.13% -129 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 8,279 shares; 2025Q1: 9,665 shares; 2025Q2: 7,721 shares; 2025Q3: 7,571 shares 7,571 $1.4M 0.13% -150 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,588 shares; 2024Q4: 30,542 shares; 2025Q1: 30,542 shares; 2025Q2: 30,404 shares; 2025Q3: 29,910 shares 29,910 $1.36M 0.13% -494 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,291 shares; 2025Q1: 1,488 shares; 2025Q2: 1,388 shares; 2025Q3: 1,376 shares 1,376 $1.27M 0.12% -12 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 6,053 shares; 2025Q1: 7,674 shares; 2025Q2: 7,634 shares; 2025Q3: 7,625 shares 7,625 $1.24M 0.12% -9 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,902 shares; 2025Q2: 6,907 shares; 2025Q3: 6,906 shares 6,906 $1.23M 0.12% -1 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,741 shares; 2025Q1: 3,761 shares; 2025Q2: 3,749 shares; 2025Q3: 4,279 shares 4,279 $1.21M 0.11% +530 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 314 shares; 2025Q1: 1,028 shares; 2025Q2: 1,003 shares; 2025Q3: 1,005 shares 1,005 $1.17M 0.11% +2 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 4,281 shares; 2025Q1: 4,430 shares; 2025Q2: 3,978 shares; 2025Q3: 3,977 shares 3,977 $1.17M 0.11% -1 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,070 shares; 2024Q4: 12,070 shares; 2025Q1: 12,070 shares; 2025Q2: 12,070 shares; 2025Q3: 12,070 shares 12,070 $1.15M 0.11% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,121 shares; 2025Q1: 8,731 shares; 2025Q2: 3,121 shares; 2025Q3: 3,121 shares 3,121 $1.14M 0.11% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,748 shares; 2024Q4: 4,748 shares; 2025Q1: 9,736 shares; 2025Q2: 9,692 shares; 2025Q3: 9,687 shares 9,687 $1.11M 0.1% -5 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 2,278 shares; 2025Q3: 2,296 shares 2,296 $1.1M 0.1% +18 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,295 shares; 2024Q4: 14,008 shares; 2025Q1: 14,162 shares; 2025Q2: 13,170 shares; 2025Q3: 12,932 shares 12,932 $1.09M 0.1% -238 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,593 shares; 2025Q1: 4,611 shares; 2025Q2: 4,694 shares; 2025Q3: 4,686 shares 4,686 $1.08M 0.1% -8 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,772 shares; 2024Q4: 10,982 shares; 2025Q1: 10,982 shares; 2025Q2: 10,442 shares; 2025Q3: 10,475 shares 10,475 $1.08M 0.1% +33 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,468 shares; 2025Q1: 2,329 shares; 2025Q2: 2,291 shares; 2025Q3: 2,246 shares 2,246 $1.05M 0.1% -45 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 3,668 shares; 2025Q1: 3,682 shares; 2025Q2: 3,419 shares; 2025Q3: 3,726 shares 3,726 $1.05M 0.1% +307 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,548 shares; 2024Q4: 18,548 shares; 2025Q1: 18,548 shares; 2025Q2: 20,018 shares; 2025Q3: 20,526 shares 20,526 $1.03M 0.1% +508 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,404 shares; 2024Q4: 10,198 shares; 2025Q1: 15,103 shares; 2025Q2: 14,303 shares; 2025Q3: 14,303 shares 14,303 $1.02M 0.1% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 918 shares; 2025Q1: 924 shares; 2025Q2: 931 shares; 2025Q3: 938 shares 938 $1.01M 0.1% +7 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,790 shares; 2025Q1: 2,983 shares; 2025Q2: 2,955 shares; 2025Q3: 2,935 shares 2,935 $1M 0.09% -20 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,757 shares; 2025Q1: 5,764 shares; 2025Q2: 5,757 shares; 2025Q3: 5,100 shares 5,100 $999K 0.09% -657 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,093 shares; 2025Q1: 3,157 shares; 2025Q2: 3,143 shares; 2025Q3: 3,090 shares 3,090 $998K 0.09% -53 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,401 shares; 2024Q4: 8,408 shares; 2025Q1: 8,415 shares; 2025Q2: 8,401 shares; 2025Q3: 8,402 shares 8,402 $986K 0.09% +1 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,183 shares; 2025Q1: 3,209 shares; 2025Q2: 3,281 shares; 2025Q3: 3,340 shares 3,340 $980K 0.09% +59 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,012 shares; 2024Q4: 27,265 shares; 2025Q1: 27,469 shares; 2025Q2: 26,075 shares; 2025Q3: 28,775 shares 28,775 $965K 0.09% +2,700 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,011 shares; 2024Q4: 31,120 shares; 2025Q1: 29,927 shares; 2025Q2: 29,927 shares; 2025Q3: 29,927 shares 29,927 $955K 0.09% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,694 shares; 2024Q4: 7,694 shares; 2025Q1: 7,694 shares; 2025Q2: 7,142 shares; 2025Q3: 6,816 shares 6,816 $942K 0.09% -326 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,346 shares; 2024Q4: 18,346 shares; 2025Q1: 14,827 shares; 2025Q2: 12,621 shares; 2025Q3: 12,621 shares 12,621 $927K 0.09% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,360 shares; 2025Q1: 3,000 shares; 2025Q2: 2,998 shares; 2025Q3: 2,990 shares 2,990 $909K 0.09% -8 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 17,219 shares; 2025Q1: 15,330 shares; 2025Q2: 14,451 shares; 2025Q3: 14,187 shares 14,187 $895K 0.08% -264 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,275 shares; 2024Q4: 13,275 shares; 2025Q1: 13,275 shares; 2025Q2: 13,275 shares; 2025Q3: 12,272 shares 12,272 $887K 0.08% -1,003 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,516 shares; 2025Q1: 5,241 shares; 2025Q2: 4,822 shares; 2025Q3: 4,800 shares 4,800 $882K 0.08% -22 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,090 shares; 2025Q2: 28,090 shares; 2025Q3: 28,090 shares 28,090 $875K 0.08% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 3,552 shares; 2025Q1: 3,512 shares; 2025Q2: 3,482 shares; 2025Q3: 3,123 shares 3,123 $872K 0.08% -359 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 3,530 shares; 2025Q1: 5,499 shares; 2025Q2: 5,436 shares; 2025Q3: 5,586 shares 5,586 $867K 0.08% +150 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,364 shares; 2025Q2: 30,313 shares; 2025Q3: 30,539 shares 30,539 $865K 0.08% +226 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 6,018 shares; 2025Q1: 6,041 shares; 2025Q2: 6,185 shares; 2025Q3: 6,020 shares 6,020 $806K 0.08% -165 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,390 shares; 2025Q1: 1,422 shares; 2025Q2: 1,380 shares; 2025Q3: 1,378 shares 1,378 $784K 0.07% -2 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 3,530 shares; 2025Q2: 3,621 shares; 2025Q3: 3,621 shares 3,621 $758K 0.07% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,179 shares; 2025Q1: 1,208 shares; 2025Q2: 1,200 shares; 2025Q3: 1,071 shares 1,071 $732K 0.07% -129 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,649 shares; 2024Q4: 10,575 shares; 2025Q1: 13,548 shares; 2025Q2: 14,057 shares; 2025Q3: 13,358 shares 13,358 $724K 0.07% -699 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3,348 shares; 2025Q1: 3,433 shares; 2025Q2: 3,432 shares; 2025Q3: 3,431 shares 3,431 $702K 0.07% -1 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,135 shares; 2025Q1: 2,096 shares; 2025Q2: 2,118 shares; 2025Q3: 2,114 shares 2,114 $702K 0.07% -4 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,831 shares; 2024Q4: 10,686 shares; 2025Q1: 10,492 shares; 2025Q2: 10,499 shares; 2025Q3: 10,520 shares 10,520 $695K 0.07% +21 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 484 shares; 2025Q1: 592 shares; 2025Q2: 571 shares; 2025Q3: 567 shares 567 $680K 0.06% -4 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,160 shares; 2025Q1: 6,201 shares; 2025Q2: 6,144 shares; 2025Q3: 6,115 shares 6,115 $679K 0.06% -29 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 8,127 shares; 2025Q1: 8,186 shares; 2025Q2: 7,825 shares; 2025Q3: 8,006 shares 8,006 $671K 0.06% +181 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,944 shares; 2024Q4: 9,063 shares; 2025Q1: 12,250 shares; 2025Q2: 13,830 shares; 2025Q3: 18,107 shares 18,107 $658K 0.06% +4,277 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 4,388 shares; 2025Q1: 4,701 shares; 2025Q2: 3,422 shares; 2025Q3: 3,422 shares 3,422 $649K 0.06% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,225 shares; 2025Q2: 9,823 shares; 2025Q3: 9,823 shares 9,823 $648K 0.06% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,528 shares; 2025Q1: 1,505 shares; 2025Q2: 2,591 shares; 2025Q3: 2,465 shares 2,465 $608K 0.06% -126 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,377 shares; 2024Q4: 15,671 shares; 2025Q1: 15,669 shares; 2025Q2: 15,668 shares; 2025Q3: 15,668 shares 15,668 $589K 0.06% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,240 shares; 2025Q1: 1,399 shares; 2025Q2: 1,210 shares; 2025Q3: 1,202 shares 1,202 $583K 0.06% -8 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 5,704 shares; 2025Q2: 5,680 shares; 2025Q3: 5,625 shares 5,625 $565K 0.05% -55 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,080 shares; 2024Q4: 11,925 shares; 2025Q1: 12,521 shares; 2025Q2: 12,282 shares; 2025Q3: 12,556 shares 12,556 $552K 0.05% +274 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 9,692 shares; 2025Q1: 9,921 shares; 2025Q2: 10,166 shares; 2025Q3: 10,166 shares 10,166 $548K 0.05% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,581 shares; 2025Q1: 3,615 shares; 2025Q2: 3,666 shares; 2025Q3: 3,883 shares 3,883 $540K 0.05% +217 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 7,342 shares; 2025Q1: 7,091 shares; 2025Q2: 6,225 shares; 2025Q3: 6,052 shares 6,052 $537K 0.05% -173 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,306 shares; 2025Q1: 1,385 shares; 2025Q2: 1,381 shares; 2025Q3: 1,406 shares 1,406 $526K 0.05% +25 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,172 shares; 2025Q1: 1,801 shares; 2025Q2: 1,795 shares; 2025Q3: 1,741 shares 1,741 $524K 0.05% -54 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,376 shares; 2025Q1: 1,378 shares; 2025Q2: 1,573 shares; 2025Q3: 1,581 shares 1,581 $494K 0.05% +8 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,573 shares; 2024Q4: 24,507 shares; 2025Q1: 24,560 shares; 2025Q2: 24,259 shares; 2025Q3: 23,566 shares 23,566 $487K 0.05% -693 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,899 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares 2,014 $483K 0.05% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,678 shares; 2025Q2: 5,678 shares; 2025Q3: 5,678 shares 5,678 $467K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 764 shares; 2025Q2: 763 shares; 2025Q3: 763 shares 763 $455K 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 4,847 shares; 2025Q1: 4,850 shares; 2025Q2: 4,902 shares; 2025Q3: 4,811 shares 4,811 $449K 0.04% -91 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,929 shares; 2025Q3: 4,785 shares 4,785 $434K 0.04% -144 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,609 shares; 2025Q1: 1,618 shares; 2025Q2: 1,528 shares; 2025Q3: 1,518 shares 1,518 $428K 0.04% -10 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,659 shares; 2025Q1: 1,563 shares; 2025Q2: 1,568 shares; 2025Q3: 1,562 shares 1,562 $426K 0.04% -6 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,179 shares; 2025Q1: 2,189 shares; 2025Q2: 2,190 shares; 2025Q3: 2,222 shares 2,222 $425K 0.04% +32 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 3,805 shares; 2025Q1: 3,394 shares; 2025Q2: 3,674 shares; 2025Q3: 3,663 shares 3,663 $419K 0.04% -11 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,110 shares; 2024Q4: 12,110 shares; 2025Q1: 12,441 shares; 2025Q2: 12,261 shares; 2025Q3: 12,149 shares 12,149 $419K 0.04% -112 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,367 shares; 2025Q1: 1,370 shares; 2025Q2: 1,149 shares; 2025Q3: 1,152 shares 1,152 $405K 0.04% +3 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,639 shares; 2024Q4: 6,312 shares; 2025Q1: 6,043 shares; 2025Q2: 6,031 shares; 2025Q3: 6,091 shares 6,091 $404K 0.04% +60 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 4,606 shares; 2025Q1: 3,693 shares; 2025Q2: 3,705 shares; 2025Q3: 2,682 shares 2,682 $399K 0.04% -1,023 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,637 shares 1,637 $397K 0.04% -49 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 2,478 shares; 2025Q1: 2,439 shares; 2025Q2: 2,314 shares; 2025Q3: 2,358 shares 2,358 $395K 0.04% +44 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 917 shares; 2025Q1: 998 shares; 2025Q2: 1,096 shares; 2025Q3: 1,097 shares 1,097 $387K 0.04% +1 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,128 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares 2,734 $371K 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,678 shares; 2025Q1: 1,684 shares; 2025Q2: 1,659 shares; 2025Q3: 1,661 shares 1,661 $367K 0.03% +2 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,705 shares; 2025Q1: 1,730 shares; 2025Q2: 1,708 shares; 2025Q3: 1,646 shares 1,646 $363K 0.03% -62 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 4,182 shares; 2025Q1: 4,153 shares; 2025Q2: 4,270 shares; 2025Q3: 4,305 shares 4,305 $362K 0.03% +35 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 4,854 shares; 2025Q1: 10,759 shares; 2025Q2: 4,619 shares; 2025Q3: 4,668 shares 4,668 $352K 0.03% +49 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,885 shares; 2025Q1: 2,888 shares; 2025Q2: 2,889 shares; 2025Q3: 2,896 shares 2,896 $352K 0.03% +7 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,210 shares; 2025Q1: 1,258 shares; 2025Q2: 1,242 shares; 2025Q3: 1,253 shares 1,253 $350K 0.03% +11 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,978 shares; 2024Q4: 5,978 shares; 2025Q1: 5,978 shares; 2025Q2: 3,911 shares; 2025Q3: 3,911 shares 3,911 $350K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,299 shares; 2024Q4: 13,672 shares; 2025Q1: 32,407 shares; 2025Q2: 11,960 shares; 2025Q3: 12,274 shares 12,274 $347K 0.03% +314 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 3,786 shares; 2025Q1: 3,806 shares; 2025Q2: 3,387 shares; 2025Q3: 3,433 shares 3,433 $345K 0.03% +46 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,529 shares; 2025Q1: 2,530 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares 2,436 $343K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 679 shares; 2025Q1: 702 shares; 2025Q2: 681 shares; 2025Q3: 685 shares 685 $333K 0.03% +4 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 6,573 shares; 2025Q1: 6,901 shares; 2025Q2: 6,948 shares; 2025Q3: 7,235 shares 7,235 $332K 0.03% +287 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,209 shares; 2025Q1: 1,954 shares; 2025Q2: 2,030 shares; 2025Q3: 1,992 shares 1,992 $331K 0.03% -38 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,211 shares; 2025Q3: 3,965 shares 3,965 $325K 0.03% -246 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,696 shares; 2025Q1: 1,712 shares; 2025Q2: 1,710 shares; 2025Q3: 1,678 shares 1,678 $323K 0.03% -32 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,606 shares; 2025Q3: 1,526 shares 1,526 $322K 0.03% -80 IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares 3,275 $318K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,906 shares; 2024Q4: 2,926 shares; 2025Q1: 3,137 shares; 2025Q2: 2,300 shares; 2025Q3: 2,242 shares 2,242 $315K 0.03% -58 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,231 shares; 2024Q4: 50,231 shares; 2025Q1: 50,231 shares; 2025Q2: 50,229 shares; 2025Q3: 50,227 shares 50,227 $314K 0.03% -2 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,263 shares 2,263 $313K 0.03% new Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,645 shares; 2024Q4: 4,600 shares; 2025Q1: 4,513 shares; 2025Q2: 4,459 shares; 2025Q3: 4,457 shares 4,457 $305K 0.03% -2 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,497 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares 1,497 $305K 0.03% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $300K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,163 shares; 2025Q1: 1,212 shares; 2025Q2: 1,193 shares; 2025Q3: 1,192 shares 1,192 $294K 0.03% -1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,584 shares; 2025Q1: 1,607 shares; 2025Q2: 1,687 shares; 2025Q3: 1,703 shares 1,703 $291K 0.03% +16 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 3,209 shares; 2025Q1: 3,178 shares; 2025Q2: 3,178 shares; 2025Q3: 3,178 shares 3,178 $291K 0.03% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 4,960 shares; 2025Q1: 4,960 shares; 2025Q2: 4,960 shares; 2025Q3: 4,980 shares 4,980 $286K 0.03% +20 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 415 shares; 2025Q2: 419 shares; 2025Q3: 382 shares 382 $286K 0.03% -37 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 461 shares 461 $283K 0.03% -34 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,502 shares; 2024Q4: 16,502 shares; 2025Q1: 16,502 shares; 2025Q2: 16,155 shares; 2025Q3: 15,536 shares 15,536 $282K 0.03% -619 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 873 shares; 2025Q1: 1,212 shares; 2025Q2: 1,242 shares; 2025Q3: 1,189 shares 1,189 $282K 0.03% -53 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,934 shares 1,934 $280K 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,750 shares; 2025Q1: 1,729 shares; 2025Q2: 1,749 shares; 2025Q3: 1,741 shares 1,741 $270K 0.03% -8 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,663 shares; 2024Q4: 5,965 shares; 2025Q1: 6,031 shares; 2025Q2: 6,177 shares; 2025Q3: 5,873 shares 5,873 $265K 0.03% -304 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,477 shares; 2025Q1: 3,682 shares; 2025Q2: 3,766 shares; 2025Q3: 3,790 shares 3,790 $264K 0.02% +24 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 7,188 shares; 2025Q1: 7,188 shares; 2025Q2: 6,094 shares; 2025Q3: 6,094 shares 6,094 $261K 0.02% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,078 shares; 2025Q2: 8,866 shares; 2025Q3: 8,869 shares 8,869 $255K 0.02% +3 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,783 shares; 2025Q2: 2,720 shares; 2025Q3: 2,719 shares 2,719 $253K 0.02% -1 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,655 shares; 2025Q2: 9,098 shares; 2025Q3: 9,100 shares 9,100 $248K 0.02% +2 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,238 shares; 2025Q1: 2,216 shares; 2025Q2: 2,172 shares; 2025Q3: 2,173 shares 2,173 $243K 0.02% +1 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,026 shares 1,026 $242K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: 304 shares 304 $242K 0.02% +6 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,953 shares 1,953 $242K 0.02% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,403 shares 2,403 $241K 0.02% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares 1,690 $235K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 8,140 shares; 2025Q1: 7,909 shares; 2025Q2: 7,591 shares; 2025Q3: 7,436 shares 7,436 $234K 0.02% -155 Timeline COMPANHIA PARANAENSE DE ENE… COMPANHIA PARANAENSE DE ENERGI More: the full row for COMPANHIA PARANAENSE DE ENERGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,608 shares; 2024Q4: 24,608 shares; 2025Q1: 24,608 shares; 2025Q2: 24,326 shares; 2025Q3: 23,746 shares 23,746 $233K 0.02% -580 IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 726 shares; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 726 shares 726 $232K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 1,444 shares; 2025Q1: 1,438 shares; 2025Q2: 1,462 shares; 2025Q3: 1,137 shares 1,137 $232K 0.02% -325 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,257 shares 2,257 $229K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 717 shares; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 967 shares 967 $228K 0.02% +17 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,067 shares; 2024Q4: 10,158 shares; 2025Q1: 22,634 shares; 2025Q2: not reported; 2025Q3: 8,935 shares 8,935 $228K 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: not reported; 2025Q1: 2,379 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares 2,348 $223K 0.02% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,833 shares; 2025Q1: 7,108 shares; 2025Q2: 4,546 shares; 2025Q3: 4,546 shares 4,546 $222K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,874 shares; 2025Q1: 2,834 shares; 2025Q2: 2,829 shares; 2025Q3: 2,835 shares 2,835 $220K 0.02% +6 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 3,626 shares; 2025Q1: 3,619 shares; 2025Q2: 3,560 shares; 2025Q3: 3,522 shares 3,522 $220K 0.02% -38 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares 3,206 $218K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,515 shares; 2025Q2: 3,340 shares; 2025Q3: 3,340 shares 3,340 $218K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,880 shares 2,880 $217K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 478 shares; 2025Q1: 487 shares; 2025Q2: 470 shares; 2025Q3: 433 shares 433 $216K 0.02% -37 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares 1,625 $213K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 590 shares; 2025Q1: 586 shares; 2025Q2: 583 shares; 2025Q3: 576 shares 576 $213K 0.02% -7 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 213 shares; 2025Q1: 216 shares; 2025Q2: 220 shares; 2025Q3: 223 shares 223 $213K 0.02% +3 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,615 shares; 2024Q4: 20,615 shares; 2025Q1: 20,615 shares; 2025Q2: 20,615 shares; 2025Q3: 20,615 shares 20,615 $210K 0.02% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,737 shares 4,737 $208K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 678 shares; 2025Q2: 674 shares; 2025Q3: 671 shares 671 $208K 0.02% -3 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: not reported; 2025Q3: 1,847 shares 1,847 $208K 0.02% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares 487 $206K 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 895 shares; 2025Q1: 898 shares; 2025Q2: 918 shares; 2025Q3: 867 shares 867 $205K 0.02% -51 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,042 shares 2,042 $205K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,450 shares; 2025Q1: 2,338 shares; 2025Q2: 2,420 shares; 2025Q3: 2,277 shares 2,277 $204K 0.02% -143 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,190 shares 3,190 $203K 0.02% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares 820 $202K 0.02% new Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,391 shares; 2024Q4: 11,391 shares; 2025Q1: 11,447 shares; 2025Q2: 11,391 shares; 2025Q3: 11,391 shares 11,391 $186K 0.02% 0 Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,146 shares; 2024Q4: 19,146 shares; 2025Q1: 19,146 shares; 2025Q2: 19,146 shares; 2025Q3: 19,146 shares 19,146 $141K 0.01% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,896 shares; 2024Q4: 14,896 shares; 2025Q1: 14,965 shares; 2025Q2: 14,981 shares; 2025Q3: 14,981 shares 14,981 $114K 0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 10,335 shares; 2025Q1: 10,010 shares; 2025Q2: not reported; 2025Q3: 10,167 shares 10,167 $95K 0.01% new Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,827 shares; 2024Q4: 48,725 shares; 2025Q1: 48,725 shares; 2025Q2: 48,725 shares; 2025Q3: 48,725 shares 48,725 $62.4K 0.01% 0 Timeline