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: restricted; 2024Q4: 61,586 shares; 2025Q1: 61,131 shares; 2025Q2: 59,721 shares; 2025Q3: 59,121 shares 59,121 $18.6M 5.75% -600 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: restricted; 2024Q4: 23,640 shares; 2025Q1: 23,303 shares; 2025Q2: 22,653 shares; 2025Q3: 21,928 shares 21,928 $17.5M 5.38% -725 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: restricted; 2024Q4: 77,625 shares; 2025Q1: 77,705 shares; 2025Q2: 78,255 shares; 2025Q3: 56,200 shares 56,200 $15.8M 4.87% -22,055 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: restricted; 2024Q4: 39,179 shares; 2025Q1: 39,174 shares; 2025Q2: 39,302 shares; 2025Q3: 39,177 shares 39,177 $13.4M 4.12% -125 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: restricted; 2024Q4: 32,135 shares; 2025Q1: 33,785 shares; 2025Q2: 35,660 shares; 2025Q3: 35,475 shares 35,475 $13.3M 4.09% -185 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: restricted; 2024Q4: 55,471 shares; 2025Q1: 55,566 shares; 2025Q2: 56,911 shares; 2025Q3: 56,566 shares 56,566 $12.4M 3.83% -345 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: restricted; 2024Q4: 130,975 shares; 2025Q1: 130,975 shares; 2025Q2: 129,975 shares; 2025Q3: 129,975 shares 129,975 $12.1M 3.74% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226,710 shares; 2025Q1: 225,610 shares; 2025Q2: 221,955 shares; 2025Q3: 221,895 shares 221,895 $11.8M 3.65% -60 Timeline VGK 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: restricted; 2024Q4: 123,105 shares; 2025Q1: 128,565 shares; 2025Q2: 134,680 shares; 2025Q3: 146,213 shares 146,213 $11.7M 3.6% +11,533 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: restricted; 2024Q4: 113,734 shares; 2025Q1: 113,784 shares; 2025Q2: 112,834 shares; 2025Q3: 111,159 shares 111,159 $11.3M 3.48% -1,675 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: restricted; 2024Q4: 43,597 shares; 2025Q1: 43,504 shares; 2025Q2: 43,419 shares; 2025Q3: 42,593 shares 42,593 $10.8M 3.34% -826 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,026 shares; 2025Q1: 34,201 shares; 2025Q2: 34,801 shares; 2025Q3: 34,746 shares 34,746 $9.97M 3.07% -55 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,110 shares; 2025Q1: 120,660 shares; 2025Q2: 120,160 shares; 2025Q3: 119,410 shares 119,410 $9.84M 3.03% -750 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: restricted; 2024Q4: 17,853 shares; 2025Q1: 18,168 shares; 2025Q2: 18,268 shares; 2025Q3: 17,781 shares 17,781 $9.21M 2.84% -487 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: restricted; 2024Q4: 37,246 shares; 2025Q1: 37,591 shares; 2025Q2: 38,636 shares; 2025Q3: 38,336 shares 38,336 $8.88M 2.74% -300 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: restricted; 2024Q4: 64,743 shares; 2025Q1: 64,643 shares; 2025Q2: 65,793 shares; 2025Q3: 65,928 shares 65,928 $8.83M 2.72% +135 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,543 shares; 2025Q1: 26,028 shares; 2025Q2: 27,298 shares; 2025Q3: 26,998 shares 26,998 $8.24M 2.54% -300 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,537 shares; 2025Q1: 12,452 shares; 2025Q2: 12,502 shares; 2025Q3: 12,477 shares 12,477 $7.6M 2.34% -25 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,540 shares; 2025Q1: 78,685 shares; 2025Q2: 80,035 shares; 2025Q3: 79,810 shares 79,810 $7.6M 2.34% -225 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: restricted; 2024Q4: 64,386 shares; 2025Q1: 64,811 shares; 2025Q2: 65,131 shares; 2025Q3: 65,056 shares 65,056 $7.45M 2.3% -75 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: restricted; 2024Q4: 10,790 shares; 2025Q1: 24,875 shares; 2025Q2: 40,225 shares; 2025Q3: 42,825 shares 42,825 $7.17M 2.21% +2,600 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: restricted; 2024Q4: 70,205 shares; 2025Q1: 69,405 shares; 2025Q2: 64,955 shares; 2025Q3: 64,430 shares 64,430 $7.15M 2.2% -525 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: restricted; 2024Q4: 85,310 shares; 2025Q1: 85,635 shares; 2025Q2: 84,335 shares; 2025Q3: 83,535 shares 83,535 $7.01M 2.16% -800 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: restricted; 2024Q4: 32,015 shares; 2025Q1: 31,970 shares; 2025Q2: 30,770 shares; 2025Q3: 29,670 shares 29,670 $7M 2.16% -1,100 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: restricted; 2024Q4: 108,195 shares; 2025Q1: 111,820 shares; 2025Q2: 118,450 shares; 2025Q3: 121,800 shares 121,800 $6.6M 2.03% +3,350 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,968 shares; 2025Q1: 72,368 shares; 2025Q2: 76,513 shares; 2025Q3: 76,393 shares 76,393 $6.46M 1.99% -120 Timeline VPL 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: restricted; 2024Q4: 29,420 shares; 2025Q1: 35,320 shares; 2025Q2: 55,855 shares; 2025Q3: 68,942 shares 68,942 $6.06M 1.87% +13,087 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: restricted; 2024Q4: 131,250 shares; 2025Q1: 131,800 shares; 2025Q2: 132,510 shares; 2025Q3: 132,510 shares 132,510 $5.82M 1.8% 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: restricted; 2024Q4: 11,222 shares; 2025Q1: 11,487 shares; 2025Q2: 11,725 shares; 2025Q3: 11,950 shares 11,950 $5.8M 1.79% +225 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,760 shares; 2025Q1: 38,020 shares; 2025Q2: 39,120 shares; 2025Q3: 38,545 shares 38,545 $5.45M 1.68% -575 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: restricted; 2024Q4: not reported; 2025Q1: 1,267 shares; 2025Q2: 4,939 shares; 2025Q3: 6,014 shares 6,014 $4.42M 1.36% +1,075 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: restricted; 2024Q4: 63,175 shares; 2025Q1: 62,875 shares; 2025Q2: 60,950 shares; 2025Q3: 60,350 shares 60,350 $4M 1.23% -600 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,400 shares; 2025Q1: 97,400 shares; 2025Q2: 99,100 shares; 2025Q3: 99,600 shares 99,600 $3.5M 1.08% +500 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,990 shares; 2025Q1: 31,790 shares; 2025Q2: 35,890 shares; 2025Q3: 35,890 shares 35,890 $3.4M 1.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,460 shares; 2025Q1: 15,235 shares; 2025Q2: 16,490 shares; 2025Q3: 16,190 shares 16,190 $3.21M 0.99% -300 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,940 shares; 2025Q1: 7,240 shares; 2025Q2: 8,825 shares; 2025Q3: 8,675 shares 8,675 $2.83M 0.87% -150 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: restricted; 2024Q4: 3,442 shares; 2025Q1: 4,842 shares; 2025Q2: 6,902 shares; 2025Q3: 6,677 shares 6,677 $2.35M 0.73% -225 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,037 shares; 2025Q1: 2,957 shares; 2025Q2: 3,562 shares; 2025Q3: 4,062 shares 4,062 $2.31M 0.71% +500 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,650 shares; 2025Q3: 8,650 shares 8,650 $1.61M 0.5% 0 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: restricted; 2024Q4: 2,157 shares; 2025Q1: 2,071 shares; 2025Q2: 2,046 shares; 2025Q3: 1,995 shares 1,995 $1.33M 0.41% -51 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: restricted; 2024Q4: 9,315 shares; 2025Q1: 12,080 shares; 2025Q2: 14,560 shares; 2025Q3: 17,327 shares 17,327 $1.24M 0.38% +2,767 Timeline IEV 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: restricted; 2024Q4: 18,700 shares; 2025Q1: 18,700 shares; 2025Q2: 18,700 shares; 2025Q3: 17,700 shares 17,700 $1.16M 0.36% -1,000 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,260 shares; 2025Q1: 33,835 shares; 2025Q2: 24,885 shares; 2025Q3: 22,885 shares 22,885 $1.12M 0.35% -2,000 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: restricted; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares 632 $359K 0.11% 0 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: restricted; 2024Q4: 1,077 shares; 2025Q1: 1,377 shares; 2025Q2: 1,377 shares; 2025Q3: 1,407 shares 1,407 $340K 0.1% +30 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: restricted; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares 1,215 $299K 0.09% 0 Timeline