VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,852 shares; 2024Q4: 71,550 shares; 2025Q1: 95,327 shares; 2025Q2: 105,736 shares; 2025Q3: 107,636 shares; 2025Q4: 109,074 shares 109,074 $68.4M 13.23% +1,438 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824,360 shares; 2024Q4: 830,743 shares; 2025Q1: 846,561 shares; 2025Q2: 857,595 shares; 2025Q3: 852,607 shares; 2025Q4: 847,139 shares 847,139 $55.9M 10.81% -5,468 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 39,830 shares; 2025Q1: 152,756 shares; 2025Q2: 162,798 shares; 2025Q3: 170,850 shares; 2025Q4: 175,966 shares 175,966 $38.7M 7.48% +5,116 Timeline AVEM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,677 shares; 2024Q4: 455,093 shares; 2025Q1: 404,228 shares; 2025Q2: 388,158 shares; 2025Q3: 402,837 shares; 2025Q4: 405,298 shares 405,298 $31.2M 6.04% +2,461 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118,484 shares; 2024Q4: 1,127,700 shares; 2025Q1: 1,153,169 shares; 2025Q2: 1,157,668 shares; 2025Q3: 1,201,092 shares; 2025Q4: 1,241,991 shares 1,241,991 $29.9M 5.78% +40,899 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,751 shares; 2024Q4: 258,603 shares; 2025Q1: 259,621 shares; 2025Q2: 265,757 shares; 2025Q3: 286,817 shares; 2025Q4: 292,462 shares 292,462 $28.1M 5.44% +5,645 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,643 shares; 2024Q4: 282,721 shares; 2025Q1: 261,285 shares; 2025Q2: 239,927 shares; 2025Q3: 254,541 shares; 2025Q4: 260,965 shares 260,965 $23.3M 4.52% +6,424 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,322 shares; 2024Q4: 225,981 shares; 2025Q1: 213,576 shares; 2025Q2: 203,391 shares; 2025Q3: 196,339 shares; 2025Q4: 193,807 shares 193,807 $23.3M 4.51% -2,532 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,958 shares; 2024Q4: 22,153 shares; 2025Q1: 22,973 shares; 2025Q2: 25,080 shares; 2025Q3: 23,880 shares; 2025Q4: 23,490 shares 23,490 $16M 3.1% -390 Timeline AVSC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,976 shares; 2024Q4: 232,221 shares; 2025Q1: 228,363 shares; 2025Q2: 262,159 shares; 2025Q3: 261,073 shares; 2025Q4: 262,807 shares 262,807 $15.4M 2.99% +1,734 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,009 shares; 2024Q4: 148,527 shares; 2025Q1: 156,046 shares; 2025Q2: 156,298 shares; 2025Q3: 149,773 shares; 2025Q4: 147,347 shares 147,347 $10.3M 1.99% -2,426 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,770 shares; 2024Q4: 118,598 shares; 2025Q1: 122,387 shares; 2025Q2: 120,198 shares; 2025Q3: 139,210 shares; 2025Q4: 166,871 shares 166,871 $8.44M 1.63% +27,661 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,943 shares; 2024Q4: 201,044 shares; 2025Q1: 189,176 shares; 2025Q2: 177,517 shares; 2025Q3: 173,908 shares; 2025Q4: 170,759 shares 170,759 $7.77M 1.5% -3,149 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,024 shares; 2024Q4: 19,021 shares; 2025Q1: 19,021 shares; 2025Q2: 18,896 shares; 2025Q3: 18,871 shares; 2025Q4: 17,936 shares 17,936 $6.94M 1.34% -935 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,989 shares; 2024Q4: 19,002 shares; 2025Q1: 19,672 shares; 2025Q2: 19,496 shares; 2025Q3: 19,557 shares; 2025Q4: 19,781 shares 19,781 $6.63M 1.28% +224 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,374 shares; 2024Q4: 23,997 shares; 2025Q1: 23,680 shares; 2025Q2: 21,279 shares; 2025Q3: 21,014 shares; 2025Q4: 21,066 shares 21,066 $5.73M 1.11% +52 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,625 shares; 2024Q4: 8,730 shares; 2025Q1: 8,823 shares; 2025Q2: 10,580 shares; 2025Q3: 10,890 shares; 2025Q4: 11,305 shares 11,305 $5.47M 1.06% +415 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 5,758 shares; 2025Q1: 5,960 shares; 2025Q2: 7,311 shares; 2025Q3: 7,243 shares; 2025Q4: 7,200 shares 7,200 $4.93M 0.95% -43 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,412 shares; 2024Q4: 13,115 shares; 2025Q1: 13,328 shares; 2025Q2: 13,261 shares; 2025Q3: 12,938 shares; 2025Q4: 12,787 shares 12,787 $4.4M 0.85% -151 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,651 shares; 2024Q4: 95,361 shares; 2025Q1: 97,106 shares; 2025Q2: 97,191 shares; 2025Q3: 97,291 shares; 2025Q4: 84,189 shares 84,189 $4.16M 0.81% -13,102 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,940 shares; 2024Q4: 15,994 shares; 2025Q1: 13,501 shares; 2025Q2: 12,599 shares; 2025Q3: 11,558 shares; 2025Q4: 11,474 shares 11,474 $3.97M 0.77% -84 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,394 shares; 2024Q4: 11,200 shares; 2025Q1: 11,306 shares; 2025Q2: 11,250 shares; 2025Q3: 10,957 shares; 2025Q4: 10,997 shares 10,997 $3.54M 0.69% +40 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,331 shares; 2024Q4: 105,543 shares; 2025Q1: 106,383 shares; 2025Q2: 126,108 shares; 2025Q3: 123,028 shares; 2025Q4: 121,263 shares 121,263 $3.18M 0.62% -1,765 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 725 shares; 2025Q1: 7,636 shares; 2025Q2: 10,736 shares; 2025Q3: 10,721 shares; 2025Q4: 10,746 shares 10,746 $3.1M 0.6% +25 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,386 shares; 2024Q4: 10,146 shares; 2025Q1: 9,891 shares; 2025Q2: 9,572 shares; 2025Q3: 9,205 shares; 2025Q4: 9,509 shares 9,509 $2.98M 0.58% +304 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,212 shares; 2024Q4: 5,212 shares; 2025Q1: 27,419 shares; 2025Q2: 31,466 shares; 2025Q3: 31,368 shares; 2025Q4: 33,747 shares 33,747 $2.94M 0.57% +2,379 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,601 shares; 2025Q1: 2,656 shares; 2025Q2: 2,739 shares; 2025Q3: 2,721 shares; 2025Q4: 2,728 shares 2,728 $2.93M 0.57% +7 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,320 shares; 2025Q1: 71,386 shares; 2025Q2: 77,386 shares; 2025Q3: 77,386 shares; 2025Q4: 76,930 shares 76,930 $2.79M 0.54% -456 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares; 2025Q4: 4,562 shares 4,562 $2.75M 0.53% +2 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,895 shares; 2024Q4: 111,289 shares; 2025Q1: 107,511 shares; 2025Q2: 90,906 shares; 2025Q3: 94,577 shares; 2025Q4: 94,577 shares 94,577 $2.27M 0.44% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,131 shares; 2024Q4: 12,007 shares; 2025Q1: 11,989 shares; 2025Q2: 11,646 shares; 2025Q3: 10,178 shares; 2025Q4: 12,183 shares 12,183 $2.27M 0.44% +2,005 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: 13,530 shares; 2025Q1: 14,026 shares; 2025Q2: 15,764 shares; 2025Q3: 15,627 shares; 2025Q4: 15,497 shares 15,497 $2.22M 0.43% -130 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,189 shares; 2024Q4: 8,972 shares; 2025Q1: 9,124 shares; 2025Q2: 9,124 shares; 2025Q3: 9,054 shares; 2025Q4: 9,395 shares 9,395 $2.17M 0.42% +341 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 4,135 shares; 2025Q1: 8,312 shares; 2025Q2: 9,730 shares; 2025Q3: 10,129 shares; 2025Q4: 10,341 shares 10,341 $2.14M 0.41% +212 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,761 shares; 2024Q4: 6,591 shares; 2025Q1: 6,498 shares; 2025Q2: 6,674 shares; 2025Q3: 6,553 shares; 2025Q4: 6,827 shares 6,827 $2.14M 0.41% +274 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,252 shares; 2024Q4: 28,252 shares; 2025Q1: 30,024 shares; 2025Q2: 30,024 shares; 2025Q3: 30,024 shares; 2025Q4: 31,099 shares 31,099 $2.09M 0.4% +1,075 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,548 shares; 2024Q4: 9,035 shares; 2025Q1: 9,145 shares; 2025Q2: 9,217 shares; 2025Q3: 9,165 shares; 2025Q4: 9,033 shares 9,033 $2.06M 0.4% -132 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,493 shares; 2024Q4: 20,026 shares; 2025Q1: 19,356 shares; 2025Q2: 19,606 shares; 2025Q3: 19,756 shares; 2025Q4: 19,756 shares 19,756 $2.06M 0.4% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,263 shares; 2024Q4: 89,538 shares; 2025Q1: 74,795 shares; 2025Q2: 58,598 shares; 2025Q3: 58,517 shares; 2025Q4: 58,581 shares 58,581 $1.92M 0.37% +64 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 7,130 shares; 2025Q1: 8,540 shares; 2025Q2: 8,990 shares; 2025Q3: 11,351 shares; 2025Q4: 12,907 shares 12,907 $1.59M 0.31% +1,556 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 85,108 shares; 2025Q2: 85,108 shares; 2025Q3: 85,218 shares; 2025Q4: 85,218 shares 85,218 $1.57M 0.3% 0 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,135 shares; 2024Q4: 27,135 shares; 2025Q1: 22,635 shares; 2025Q2: 22,635 shares; 2025Q3: 22,635 shares; 2025Q4: 22,635 shares 22,635 $1.56M 0.3% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,138 shares; 2024Q4: 12,062 shares; 2025Q1: 11,414 shares; 2025Q2: 9,943 shares; 2025Q3: 9,711 shares; 2025Q4: 9,559 shares 9,559 $1.46M 0.28% -152 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,262 shares; 2024Q4: 15,262 shares; 2025Q1: 15,262 shares; 2025Q2: 15,262 shares; 2025Q3: 15,212 shares; 2025Q4: 14,604 shares 14,604 $1.41M 0.27% -608 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,056 shares; 2024Q4: 58,033 shares; 2025Q1: 49,768 shares; 2025Q2: 49,528 shares; 2025Q3: 49,138 shares; 2025Q4: 48,289 shares 48,289 $1.38M 0.27% -849 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: 4,737 shares; 2025Q1: 4,687 shares; 2025Q2: 4,514 shares; 2025Q3: 4,476 shares; 2025Q4: 4,392 shares 4,392 $1.34M 0.26% -84 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,788 shares; 2024Q4: 13,068 shares; 2025Q1: 12,563 shares; 2025Q2: 14,308 shares; 2025Q3: 29,738 shares; 2025Q4: 16,177 shares 16,177 $1.34M 0.26% -13,561 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,927 shares; 2024Q4: 15,815 shares; 2025Q1: 15,957 shares; 2025Q2: 16,112 shares; 2025Q3: 15,358 shares; 2025Q4: 15,594 shares 15,594 $1.25M 0.24% +236 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,977 shares; 2024Q4: 19,928 shares; 2025Q1: 20,839 shares; 2025Q2: 20,319 shares; 2025Q3: 20,796 shares; 2025Q4: 20,489 shares 20,489 $1.23M 0.24% -307 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,195 shares; 2024Q4: 20,129 shares; 2025Q1: 20,129 shares; 2025Q2: 20,129 shares; 2025Q3: 22,556 shares; 2025Q4: 22,328 shares 22,328 $1.23M 0.24% -228 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 4,218 shares; 2025Q1: 4,226 shares; 2025Q2: 4,112 shares; 2025Q3: 4,112 shares; 2025Q4: 4,202 shares 4,202 $1.22M 0.24% +90 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,409 shares; 2024Q4: 16,202 shares; 2025Q1: 14,875 shares; 2025Q2: 14,583 shares; 2025Q3: 15,397 shares; 2025Q4: 15,746 shares 15,746 $1.21M 0.23% +349 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 2,072 shares; 2025Q1: 2,254 shares; 2025Q2: 2,274 shares; 2025Q3: 2,240 shares; 2025Q4: 2,384 shares 2,384 $1.13M 0.22% +144 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,276 shares; 2025Q1: 1,239 shares; 2025Q2: 1,246 shares; 2025Q3: 1,256 shares; 2025Q4: 1,295 shares 1,295 $1.12M 0.22% +39 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,011 shares; 2025Q1: 3,000 shares; 2025Q2: 3,001 shares; 2025Q3: 2,897 shares; 2025Q4: 3,041 shares 3,041 $1.07M 0.21% +144 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: 7,066 shares; 2025Q1: 7,218 shares; 2025Q2: 8,488 shares; 2025Q3: 8,535 shares; 2025Q4: 8,856 shares 8,856 $1.07M 0.21% +321 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares 2,840 $1.06M 0.21% 0 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,430 shares; 2025Q3: 16,770 shares; 2025Q4: 13,390 shares 13,390 $1.01M 0.19% -3,380 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,564 shares; 2025Q1: 1,576 shares; 2025Q2: 2,069 shares; 2025Q3: 2,921 shares; 2025Q4: 2,956 shares 2,956 $976K 0.19% +35 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,059 shares; 2025Q1: 25,811 shares; 2025Q2: 19,230 shares; 2025Q3: 19,070 shares; 2025Q4: 19,334 shares 19,334 $951K 0.18% +264 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,108 shares; 2025Q1: 2,033 shares; 2025Q2: 1,898 shares; 2025Q3: 1,823 shares; 2025Q4: 2,358 shares 2,358 $934K 0.18% +535 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,264 shares; 2025Q1: 5,409 shares; 2025Q2: 5,463 shares; 2025Q3: 5,554 shares; 2025Q4: 4,866 shares 4,866 $903K 0.17% -688 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,856 shares; 2024Q4: 15,618 shares; 2025Q1: 15,905 shares; 2025Q2: 16,754 shares; 2025Q3: 16,266 shares; 2025Q4: 16,452 shares 16,452 $886K 0.17% +186 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,908 shares; 2025Q3: not reported; 2025Q4: 15,014 shares 15,014 $882K 0.17% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,586 shares; 2025Q1: 5,268 shares; 2025Q2: 4,276 shares; 2025Q3: 4,151 shares; 2025Q4: 4,165 shares 4,165 $869K 0.17% +14 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 14,550 shares; 2025Q1: 14,550 shares; 2025Q2: 29,147 shares; 2025Q3: 28,852 shares; 2025Q4: 28,894 shares 28,894 $869K 0.17% +42 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,224 shares; 2025Q1: 1,181 shares; 2025Q2: 1,196 shares; 2025Q3: 1,172 shares; 2025Q4: 1,294 shares 1,294 $854K 0.17% +122 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,467 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares; 2025Q3: 1,417 shares; 2025Q4: 1,471 shares 1,471 $843K 0.16% +54 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,187 shares; 2024Q4: 6,187 shares; 2025Q1: 6,187 shares; 2025Q2: 7,935 shares; 2025Q3: 7,544 shares; 2025Q4: 7,440 shares 7,440 $829K 0.16% -104 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,940 shares; 2024Q4: 5,954 shares; 2025Q1: 5,880 shares; 2025Q2: 5,550 shares; 2025Q3: 4,955 shares; 2025Q4: 4,750 shares 4,750 $824K 0.16% -205 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,398 shares; 2024Q4: 18,881 shares; 2025Q1: 21,082 shares; 2025Q2: 17,866 shares; 2025Q3: 8,955 shares; 2025Q4: 7,722 shares 7,722 $813K 0.16% -1,233 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,020 shares 10,020 $799K 0.15% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 4,849 shares; 2025Q3: 4,836 shares; 2025Q4: 4,859 shares 4,859 $793K 0.15% +23 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,447 shares; 2024Q4: 11,212 shares; 2025Q1: 10,534 shares; 2025Q2: 10,436 shares; 2025Q3: 10,056 shares; 2025Q4: 8,864 shares 8,864 $776K 0.15% -1,192 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,468 shares; 2025Q1: 2,883 shares; 2025Q2: 2,665 shares; 2025Q3: 2,469 shares; 2025Q4: 2,399 shares 2,399 $764K 0.15% -70 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 2,705 shares; 2025Q1: 2,877 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,904 shares 2,904 $747K 0.14% +34 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,065 shares; 2024Q4: 8,560 shares; 2025Q1: 8,514 shares; 2025Q2: 7,230 shares; 2025Q3: 4,795 shares; 2025Q4: 4,933 shares 4,933 $708K 0.14% +138 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 5,003 shares; 2025Q1: 5,003 shares; 2025Q2: 5,003 shares; 2025Q3: 5,000 shares; 2025Q4: 5,008 shares 5,008 $684K 0.13% +8 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,335 shares; 2025Q1: 2,440 shares; 2025Q2: 2,483 shares; 2025Q3: 2,463 shares; 2025Q4: 2,461 shares 2,461 $672K 0.13% -2 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,476 shares; 2025Q3: 1,276 shares; 2025Q4: 1,310 shares 1,310 $669K 0.13% +34 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,543 shares; 2025Q1: 1,469 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,378 shares 1,378 $667K 0.13% -49 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 326 shares; 2025Q2: 1,280 shares; 2025Q3: 2,349 shares; 2025Q4: 2,484 shares 2,484 $666K 0.13% +135 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,536 shares; 2024Q4: 9,306 shares; 2025Q1: 8,376 shares; 2025Q2: 8,128 shares; 2025Q3: 7,494 shares; 2025Q4: 7,532 shares 7,532 $665K 0.13% +38 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 4,086 shares; 2025Q1: 3,786 shares; 2025Q2: 3,731 shares; 2025Q3: 3,588 shares; 2025Q4: 3,594 shares 3,594 $659K 0.13% +6 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,072 shares; 2025Q4: 1,133 shares 1,133 $570K 0.11% +61 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,669 shares; 2025Q1: 1,960 shares; 2025Q2: 2,381 shares; 2025Q3: 2,388 shares; 2025Q4: 2,421 shares 2,421 $560K 0.11% +33 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,577 shares; 2024Q4: 6,577 shares; 2025Q1: 6,445 shares; 2025Q2: 4,928 shares; 2025Q3: 4,698 shares; 2025Q4: 4,845 shares 4,845 $551K 0.11% +147 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 506 shares; 2025Q2: 523 shares; 2025Q3: 507 shares; 2025Q4: 1,099 shares 1,099 $536K 0.1% +592 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: 2,248 shares; 2025Q4: 2,317 shares 2,317 $527K 0.1% +69 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,494 shares; 2025Q1: 3,494 shares; 2025Q2: 3,494 shares; 2025Q3: 3,714 shares; 2025Q4: 3,714 shares 3,714 $524K 0.1% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 2,664 shares; 2025Q3: 2,530 shares; 2025Q4: 2,644 shares 2,644 $515K 0.1% +114 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 3,502 shares; 2025Q1: 3,502 shares; 2025Q2: 3,502 shares; 2025Q3: 3,702 shares; 2025Q4: 3,702 shares 3,702 $515K 0.1% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,275 shares; 2025Q2: 10,317 shares; 2025Q3: 17,791 shares; 2025Q4: 18,226 shares 18,226 $513K 0.1% +435 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,337 shares; 2025Q1: 3,687 shares; 2025Q2: 3,587 shares; 2025Q3: 4,237 shares; 2025Q4: 4,237 shares 4,237 $506K 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,418 shares; 2025Q1: 4,292 shares; 2025Q2: 4,191 shares; 2025Q3: 4,162 shares; 2025Q4: 4,715 shares 4,715 $497K 0.1% +553 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 2,145 shares; 2025Q1: 2,057 shares; 2025Q2: 1,995 shares; 2025Q3: 1,972 shares; 2025Q4: 2,016 shares 2,016 $497K 0.1% +44 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 4,008 shares; 2025Q1: 4,413 shares; 2025Q2: 4,431 shares; 2025Q3: 4,395 shares; 2025Q4: 4,395 shares 4,395 $493K 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,003 shares; 2025Q4: 1,516 shares 1,516 $461K 0.09% +513 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 1,794 shares; 2025Q3: 1,806 shares; 2025Q4: 1,794 shares 1,794 $442K 0.09% -12 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 2,103 shares; 2025Q2: 2,679 shares; 2025Q3: 2,988 shares; 2025Q4: 3,200 shares 3,200 $441K 0.09% +212 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 8,245 shares; 2025Q1: 11,265 shares; 2025Q2: 12,282 shares; 2025Q3: 12,332 shares; 2025Q4: 12,497 shares 12,497 $438K 0.08% +165 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 766 shares; 2025Q1: 810 shares; 2025Q2: 855 shares; 2025Q3: 1,045 shares; 2025Q4: 1,293 shares 1,293 $435K 0.08% +248 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 940 shares; 2025Q1: 895 shares; 2025Q2: 848 shares; 2025Q3: 742 shares; 2025Q4: 927 shares 927 $417K 0.08% +185 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,997 shares; 2024Q4: 9,663 shares; 2025Q1: 5,783 shares; 2025Q2: 4,897 shares; 2025Q3: 4,771 shares; 2025Q4: 4,836 shares 4,836 $407K 0.08% +65 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 3,045 shares; 2025Q3: 3,046 shares; 2025Q4: 3,064 shares 3,064 $407K 0.08% +18 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,331 shares; 2025Q4: 1,353 shares 1,353 $401K 0.08% +22 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,015 shares; 2024Q4: 9,515 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: 4,815 shares 4,815 $391K 0.08% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $388K 0.08% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 506 shares; 2025Q3: 456 shares; 2025Q4: 472 shares 472 $387K 0.07% +16 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 3,535 shares 3,535 $377K 0.07% +1,610 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,039 shares; 2025Q4: 2,078 shares 2,078 $377K 0.07% +39 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,629 shares; 2025Q1: 3,144 shares; 2025Q2: 3,139 shares; 2025Q3: 3,105 shares; 2025Q4: 3,155 shares 3,155 $370K 0.07% +50 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,973 shares; 2024Q4: 1,965 shares; 2025Q1: 1,900 shares; 2025Q2: 1,891 shares; 2025Q3: 1,584 shares; 2025Q4: 1,607 shares 1,607 $368K 0.07% +23 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,206 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,058 shares; 2025Q4: 1,109 shares 1,109 $363K 0.07% +51 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 961 shares; 2025Q3: 925 shares; 2025Q4: 913 shares 913 $355K 0.07% -12 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 571 shares; 2025Q4: 611 shares 611 $346K 0.07% +40 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares; 2025Q4: 3,600 shares 3,600 $339K 0.07% -3,600 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,913 shares; 2025Q1: 1,523 shares; 2025Q2: 2,616 shares; 2025Q3: 2,628 shares; 2025Q4: 2,628 shares 2,628 $323K 0.06% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 328 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 305 shares; 2025Q4: 3,320 shares 3,320 $311K 0.06% +3,015 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,600 shares; 2025Q1: 2,012 shares; 2025Q2: 1,838 shares; 2025Q3: 1,597 shares; 2025Q4: 1,741 shares 1,741 $309K 0.06% +144 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,110 shares; 2025Q1: 1,060 shares; 2025Q2: not reported; 2025Q3: 1,332 shares; 2025Q4: 1,430 shares 1,430 $306K 0.06% +98 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 1,885 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 859 shares; 2025Q4: 859 shares 859 $303K 0.06% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,236 shares 1,236 $300K 0.06% +99 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,515 shares; 2025Q4: 1,615 shares 1,615 $298K 0.06% +100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: not reported; 2025Q3: 472 shares; 2025Q4: 512 shares 512 $297K 0.06% +40 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 941 shares 941 $290K 0.06% +30 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,052 shares; 2025Q1: 2,141 shares; 2025Q2: 2,141 shares; 2025Q3: 1,884 shares; 2025Q4: 1,166 shares 1,166 $288K 0.06% -718 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,339 shares; 2025Q1: 2,839 shares; 2025Q2: 3,222 shares; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares 2,979 $286K 0.06% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 8,610 shares; 2025Q1: 8,382 shares; 2025Q2: not reported; 2025Q3: 10,100 shares; 2025Q4: 10,505 shares 10,505 $285K 0.06% +405 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 601 shares; 2025Q4: 637 shares 637 $284K 0.05% +36 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 438 shares; 2025Q2: 453 shares; 2025Q3: 457 shares; 2025Q4: 490 shares 490 $280K 0.05% +33 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 1,976 shares; 2025Q1: 1,976 shares; 2025Q2: 3,832 shares; 2025Q3: 4,134 shares; 2025Q4: 5,200 shares 5,200 $280K 0.05% +1,066 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: not reported; 2025Q4: 1,453 shares 1,453 $278K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,862 shares; 2024Q4: 9,788 shares; 2025Q1: 10,103 shares; 2025Q2: 10,042 shares; 2025Q3: 10,087 shares; 2025Q4: 10,087 shares 10,087 $277K 0.05% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 1,891 shares 1,891 $274K 0.05% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 376 shares; 2025Q1: 821 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 941 shares 941 $269K 0.05% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 626 shares; 2025Q1: 714 shares; 2025Q2: 794 shares; 2025Q3: 928 shares; 2025Q4: 1,857 shares 1,857 $267K 0.05% +929 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,247 shares; 2025Q1: 2,247 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,169 shares 2,169 $266K 0.05% +152 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,160 shares 4,160 $260K 0.05% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 12,815 shares; 2025Q1: 9,735 shares; 2025Q2: 10,135 shares; 2025Q3: 10,135 shares; 2025Q4: 10,265 shares 10,265 $257K 0.05% +130 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $253K 0.05% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 2,723 shares; 2025Q3: 2,617 shares; 2025Q4: 2,679 shares 2,679 $250K 0.05% +62 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,102 shares 5,102 $249K 0.05% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,384 shares 1,384 $246K 0.05% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 4,281 shares; 2025Q1: 4,289 shares; 2025Q2: 8,193 shares; 2025Q3: 7,977 shares; 2025Q4: 8,728 shares 8,728 $239K 0.05% +751 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,473 shares 1,473 $239K 0.05% +68 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,301 shares; 2025Q4: 1,465 shares 1,465 $235K 0.05% +164 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,241 shares; 2025Q4: 1,429 shares 1,429 $232K 0.04% +188 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,527 shares; 2025Q1: 3,126 shares; 2025Q2: 3,126 shares; 2025Q3: 3,102 shares; 2025Q4: 3,102 shares 3,102 $228K 0.04% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,970 shares; 2025Q4: 3,029 shares 3,029 $223K 0.04% +59 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 601 shares 601 $222K 0.04% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 2,701 shares; 2025Q1: 2,797 shares; 2025Q2: 5,593 shares; 2025Q3: 5,633 shares; 2025Q4: 5,477 shares 5,477 $220K 0.04% -156 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 726 shares; 2025Q1: 726 shares; 2025Q2: 791 shares; 2025Q3: not reported; 2025Q4: 827 shares 827 $219K 0.04% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,112 shares; 2025Q4: 2,290 shares 2,290 $218K 0.04% +178 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,892 shares; 2025Q4: 1,669 shares 1,669 $217K 0.04% -2,223 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 1,024 shares 1,024 $215K 0.04% +493 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $213K 0.04% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 3,170 shares; 2025Q1: 3,241 shares; 2025Q2: 3,082 shares; 2025Q3: not reported; 2025Q4: 1,182 shares 1,182 $202K 0.04% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares 6,300 $187K 0.04% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,843 shares; 2025Q3: 1,681 shares; 2025Q4: 1,681 shares 1,681 $163K 0.03% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,685 shares; 2025Q1: 10,565 shares; 2025Q2: 6,615 shares; 2025Q3: 6,615 shares; 2025Q4: 6,030 shares 6,030 $155K 0.03% -585 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 2,240 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares 2,650 $135K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 661 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 517 shares; 2025Q4: 571 shares 571 $121K 0.02% +54 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $118K 0.02% 0 Timeline RES RPC INC More: the full row for RPC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,500 shares; 2024Q4: 25,500 shares; 2025Q1: 25,500 shares; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 21,000 shares 21,000 $114K 0.02% -4,500 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares 1,440 $93.3K 0.02% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,732 shares 1,732 $80.6K 0.02% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 544 shares; 2025Q3: 425 shares; 2025Q4: 400 shares 400 $79.9K 0.02% -25 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,447 shares; 2025Q3: 1,224 shares; 2025Q4: 1,685 shares 1,685 $75.4K 0.01% +461 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $69.8K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares 653 $66.6K 0.01% 0 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares 243 $60.4K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 1,708 shares; 2025Q1: 1,708 shares; 2025Q2: 2,508 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares 1,708 $55.7K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $55.1K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 146 shares 146 $42.3K 0.01% +133 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 345 shares 345 $42K 0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares 295 $38K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 693 shares 693 $38K 0.01% +93 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares 1,406 $37.8K 0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 367 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240 $35.6K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345 $27.8K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares 72 $18.6K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 172 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111 $15.7K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 105 shares; 2025Q4: 105 shares 105 $14.8K <0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 422 shares; 2025Q3: 172 shares; 2025Q4: 135 shares 135 $13.9K <0.01% -37 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares 36 $10.9K <0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $8.53K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares 70 $7.18K <0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 84 shares 84 $7.12K <0.01% +1 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares 59 $6.95K <0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares 58 $6.93K <0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 256 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45 $6.35K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares 35 $5.88K <0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 100 shares 100 $5.47K <0.01% -55 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares 30 $4.64K <0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 35 shares 35 $3.48K <0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18 $2.68K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares 7 $1.18K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $1.05K <0.01% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $764 <0.01% 0 Timeline