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: 3,689,916 shares; 2024Q4: 3,709,916 shares; 2025Q1: 3,131,351 shares; 2025Q2: 3,293,402 shares; 2025Q3: 3,348,344 shares 3,348,344 $628M 7.15% +54,942 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: 901,088 shares; 2024Q4: 909,060 shares; 2025Q1: 911,495 shares; 2025Q2: 956,699 shares; 2025Q3: 974,271 shares 974,271 $504M 5.74% +17,572 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: 1,792,646 shares; 2024Q4: 1,795,663 shares; 2025Q1: 1,790,932 shares; 2025Q2: 1,766,469 shares; 2025Q3: 1,785,159 shares 1,785,159 $461M 5.24% +18,690 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: 1,406,471 shares; 2024Q4: 1,409,529 shares; 2025Q1: 1,419,344 shares; 2025Q2: 1,506,419 shares; 2025Q3: 1,531,488 shares 1,531,488 $377M 4.3% +25,069 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: 1,092,600 shares; 2024Q4: 1,107,513 shares; 2025Q1: 1,116,090 shares; 2025Q2: 1,295,474 shares; 2025Q3: 1,327,458 shares 1,327,458 $291M 3.32% +31,984 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,506 shares; 2024Q4: 397,085 shares; 2025Q1: 418,013 shares; 2025Q2: 423,847 shares; 2025Q3: 426,405 shares 426,405 $287M 3.26% +2,558 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: 431,311 shares; 2024Q4: 433,709 shares; 2025Q1: 423,294 shares; 2025Q2: 424,806 shares; 2025Q3: 418,819 shares 418,819 $280M 3.19% -5,987 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: 689,858 shares; 2024Q4: 706,677 shares; 2025Q1: 706,866 shares; 2025Q2: 763,829 shares; 2025Q3: 776,920 shares 776,920 $263M 2.99% +13,091 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: 607,673 shares; 2024Q4: 609,496 shares; 2025Q1: 613,902 shares; 2025Q2: 640,969 shares; 2025Q3: 644,736 shares 644,736 $200M 2.28% +3,767 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: 186,959 shares; 2024Q4: 190,861 shares; 2025Q1: 214,665 shares; 2025Q2: 231,481 shares; 2025Q3: 236,768 shares 236,768 $168M 1.91% +5,287 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: 435,435 shares; 2024Q4: 434,176 shares; 2025Q1: 392,229 shares; 2025Q2: 413,713 shares; 2025Q3: 418,365 shares 418,365 $146M 1.67% +4,652 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: 1,715,549 shares; 2024Q4: 1,710,203 shares; 2025Q1: 1,738,884 shares; 2025Q2: 1,770,444 shares; 2025Q3: 1,811,634 shares 1,811,634 $119M 1.36% +41,190 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: 103,924 shares; 2024Q4: 93,561 shares; 2025Q1: 116,747 shares; 2025Q2: 133,298 shares; 2025Q3: 139,522 shares 139,522 $117M 1.33% +6,224 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: 205,500 shares; 2024Q4: 210,971 shares; 2025Q1: 208,658 shares; 2025Q2: 224,971 shares; 2025Q3: 227,648 shares 227,648 $114M 1.29% +2,677 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,817 shares; 2024Q4: 76,227 shares; 2025Q1: 91,942 shares; 2025Q2: 99,643 shares; 2025Q3: 102,911 shares 102,911 $93.9M 1.07% +3,268 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: 1,458,435 shares; 2024Q4: 1,383,185 shares; 2025Q1: 1,373,327 shares; 2025Q2: 1,336,292 shares; 2025Q3: 1,374,468 shares 1,374,468 $83.9M 0.96% +38,176 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: 624,209 shares; 2024Q4: 625,201 shares; 2025Q1: 636,875 shares; 2025Q2: 651,841 shares; 2025Q3: 672,489 shares 672,489 $80.8M 0.92% +20,648 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: 72,087 shares; 2024Q4: 91,306 shares; 2025Q1: 92,403 shares; 2025Q2: 98,929 shares; 2025Q3: 100,905 shares 100,905 $79.7M 0.91% +1,976 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: 573,649 shares; 2024Q4: 571,636 shares; 2025Q1: 574,620 shares; 2025Q2: 568,990 shares; 2025Q3: 559,987 shares 559,987 $79.1M 0.9% -9,003 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: 138,719 shares; 2024Q4: 137,997 shares; 2025Q1: 135,602 shares; 2025Q2: 132,647 shares; 2025Q3: 128,786 shares 128,786 $77.4M 0.88% -3,861 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: 360,449 shares; 2024Q4: 332,530 shares; 2025Q1: 331,928 shares; 2025Q2: 330,861 shares; 2025Q3: 329,418 shares 329,418 $71.7M 0.82% -1,443 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: 384,308 shares; 2024Q4: 388,090 shares; 2025Q1: 389,110 shares; 2025Q2: 414,255 shares; 2025Q3: 423,166 shares 423,166 $70.5M 0.8% +8,911 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: 33,644 shares; 2024Q4: 75,220 shares; 2025Q1: 79,137 shares; 2025Q2: 148,205 shares; 2025Q3: 159,013 shares 159,013 $68.3M 0.78% +10,808 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: 382,426 shares; 2024Q4: 378,184 shares; 2025Q1: 383,842 shares; 2025Q2: 402,845 shares; 2025Q3: 427,535 shares 427,535 $65.6M 0.75% +24,690 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: 87,421 shares; 2024Q4: 87,589 shares; 2025Q1: 88,940 shares; 2025Q2: 92,934 shares; 2025Q3: 119,518 shares 119,518 $64.9M 0.74% +26,584 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: 262,808 shares; 2024Q4: 267,275 shares; 2025Q1: 258,068 shares; 2025Q2: 257,361 shares; 2025Q3: 258,704 shares 258,704 $63.6M 0.72% +1,343 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: 258,095 shares; 2024Q4: 259,777 shares; 2025Q1: 259,874 shares; 2025Q2: 259,007 shares; 2025Q3: 253,879 shares 253,879 $62.3M 0.71% -5,128 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,056 shares; 2024Q4: 266,665 shares; 2025Q1: 268,002 shares; 2025Q2: 281,718 shares; 2025Q3: 287,135 shares 287,135 $60M 0.68% +5,417 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: 1,093,400 shares; 2024Q4: 1,114,523 shares; 2025Q1: 1,096,993 shares; 2025Q2: 1,109,125 shares; 2025Q3: 1,095,104 shares 1,095,104 $60M 0.68% -14,021 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,948 shares; 2024Q4: 176,892 shares; 2025Q1: 179,007 shares; 2025Q2: 192,591 shares; 2025Q3: 198,628 shares 198,628 $59.6M 0.68% +6,037 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,328 shares; 2024Q4: 54,502 shares; 2025Q1: 54,635 shares; 2025Q2: 58,449 shares; 2025Q3: 59,879 shares 59,879 $58.7M 0.67% +1,430 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: 59,331 shares; 2024Q4: 60,410 shares; 2025Q1: 60,079 shares; 2025Q2: 63,117 shares; 2025Q3: 63,834 shares 63,834 $58.4M 0.67% +717 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: 319,305 shares; 2024Q4: 321,846 shares; 2025Q1: 320,213 shares; 2025Q2: 339,265 shares; 2025Q3: 346,318 shares 346,318 $58.3M 0.66% +7,053 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: 869,564 shares; 2024Q4: 819,635 shares; 2025Q1: 811,530 shares; 2025Q2: 826,806 shares; 2025Q3: 867,030 shares 867,030 $58M 0.66% +40,224 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: 334,198 shares; 2024Q4: 337,799 shares; 2025Q1: 340,008 shares; 2025Q2: 362,727 shares; 2025Q3: 372,198 shares 372,198 $57M 0.65% +9,471 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: 127,040 shares; 2024Q4: 125,026 shares; 2025Q1: 126,267 shares; 2025Q2: 134,269 shares; 2025Q3: 261,104 shares 261,104 $56.1M 0.64% +126,835 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: 308,724 shares; 2024Q4: 317,299 shares; 2025Q1: 322,690 shares; 2025Q2: 307,192 shares; 2025Q3: 307,549 shares 307,549 $55.2M 0.63% +357 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: 247,046 shares; 2024Q4: 244,735 shares; 2025Q1: 227,957 shares; 2025Q2: 237,030 shares; 2025Q3: 235,647 shares 235,647 $55.1M 0.63% -1,383 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: 382,513 shares; 2024Q4: 385,643 shares; 2025Q1: 384,905 shares; 2025Q2: 400,816 shares; 2025Q3: 402,386 shares 402,386 $54.2M 0.62% +1,570 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 228,664 shares; 2025Q3: 238,561 shares 238,561 $51.7M 0.59% +9,897 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: 506,684 shares; 2024Q4: 508,030 shares; 2025Q1: 510,476 shares; 2025Q2: 538,713 shares; 2025Q3: 539,409 shares 539,409 $48.1M 0.55% +696 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,454 shares; 2024Q4: 160,997 shares; 2025Q1: 204,318 shares; 2025Q2: 220,683 shares; 2025Q3: 228,716 shares 228,716 $45.4M 0.52% +8,033 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,549 shares; 2024Q4: 63,791 shares; 2025Q1: 65,526 shares; 2025Q2: 92,965 shares; 2025Q3: 100,093 shares 100,093 $45.3M 0.52% +7,128 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: 288,172 shares; 2024Q4: 309,645 shares; 2025Q1: 307,537 shares; 2025Q2: 290,766 shares; 2025Q3: 290,312 shares 290,312 $44.2M 0.5% -454 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954,584 shares; 2024Q4: 969,939 shares; 2025Q1: 979,993 shares; 2025Q2: 1,059,791 shares; 2025Q3: 1,034,809 shares 1,034,809 $43.2M 0.49% -24,982 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,992 shares; 2024Q4: 24,472 shares; 2025Q1: 25,340 shares; 2025Q2: 82,448 shares; 2025Q3: 86,130 shares 86,130 $42.2M 0.48% +3,682 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: 257,042 shares; 2024Q4: 265,697 shares; 2025Q1: 263,125 shares; 2025Q2: 406,706 shares; 2025Q3: 401,773 shares 401,773 $41M 0.47% -4,933 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,290 shares; 2024Q4: 41,532 shares; 2025Q1: 42,486 shares; 2025Q2: 43,523 shares; 2025Q3: 44,201 shares 44,201 $40.6M 0.46% +678 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,733 shares; 2024Q4: 20,945 shares; 2025Q1: 21,249 shares; 2025Q2: 347,819 shares; 2025Q3: 387,359 shares 387,359 $40.6M 0.46% +39,540 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: 65 shares; 2024Q4: 64 shares; 2025Q1: 62 shares; 2025Q2: 64 shares; 2025Q3: 54 shares 54 $40.5M 0.46% -10 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: 329,193 shares; 2024Q4: 331,447 shares; 2025Q1: 336,358 shares; 2025Q2: 347,312 shares; 2025Q3: 353,083 shares 353,083 $39.7M 0.45% +5,771 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: 408,712 shares; 2024Q4: 392,524 shares; 2025Q1: 418,197 shares; 2025Q2: 436,040 shares; 2025Q3: 437,357 shares 437,357 $38.9M 0.44% +1,317 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,907 shares; 2024Q4: 201,179 shares; 2025Q1: 368,994 shares; 2025Q2: 380,291 shares; 2025Q3: 374,179 shares 374,179 $35.2M 0.4% -6,112 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,986 shares; 2024Q4: 157,129 shares; 2025Q1: 158,423 shares; 2025Q2: 170,160 shares; 2025Q3: 174,402 shares 174,402 $35.1M 0.4% +4,242 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: 336,248 shares; 2024Q4: 216,936 shares; 2025Q1: 205,641 shares; 2025Q2: 190,268 shares; 2025Q3: 184,380 shares 184,380 $34.8M 0.4% -5,888 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: 250,580 shares; 2024Q4: 256,851 shares; 2025Q1: 259,912 shares; 2025Q2: 273,724 shares; 2025Q3: 280,826 shares 280,826 $34.3M 0.39% +7,102 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 79,143 shares; 2025Q1: 85,512 shares; 2025Q2: 91,642 shares; 2025Q3: 94,676 shares 94,676 $34.1M 0.39% +3,034 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: 143,689 shares; 2024Q4: 130,361 shares; 2025Q1: 127,038 shares; 2025Q2: 127,145 shares; 2025Q3: 118,370 shares 118,370 $33.9M 0.39% -8,775 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,600 shares; 2024Q4: 59,405 shares; 2025Q1: 60,472 shares; 2025Q2: 61,793 shares; 2025Q3: 62,726 shares 62,726 $33.7M 0.38% +933 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: 61,691 shares; 2024Q4: 63,038 shares; 2025Q1: 63,135 shares; 2025Q2: 67,653 shares; 2025Q3: 69,625 shares 69,625 $33.4M 0.38% +1,972 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,558 shares; 2024Q4: 187,266 shares; 2025Q1: 187,268 shares; 2025Q2: 201,401 shares; 2025Q3: 206,410 shares 206,410 $33.1M 0.38% +5,009 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,051 shares; 2024Q4: 288,493 shares; 2025Q1: 295,253 shares; 2025Q2: 302,900 shares; 2025Q3: 573,940 shares 573,940 $32.2M 0.37% +271,040 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,431 shares; 2024Q4: 216,139 shares; 2025Q1: 245,316 shares; 2025Q2: 261,251 shares; 2025Q3: 243,147 shares 243,147 $31.6M 0.36% -18,104 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: 100,903 shares; 2024Q4: 86,383 shares; 2025Q1: 86,483 shares; 2025Q2: 84,086 shares; 2025Q3: 83,515 shares 83,515 $30.7M 0.35% -571 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: 102,106 shares; 2024Q4: 97,116 shares; 2025Q1: 97,090 shares; 2025Q2: 98,950 shares; 2025Q3: 99,090 shares 99,090 $29.3M 0.33% +140 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: 20,093 shares; 2024Q4: 20,433 shares; 2025Q1: 249,823 shares; 2025Q2: 286,605 shares; 2025Q3: 298,631 shares 298,631 $28.1M 0.32% +12,026 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: 70,802 shares; 2024Q4: 70,812 shares; 2025Q1: 71,675 shares; 2025Q2: 70,906 shares; 2025Q3: 69,212 shares 69,212 $27.3M 0.31% -1,694 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,991 shares; 2024Q4: 65,476 shares; 2025Q1: 68,295 shares; 2025Q2: 74,289 shares; 2025Q3: 59,384 shares 59,384 $26.9M 0.31% -14,905 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,142 shares; 2024Q4: 259,888 shares; 2025Q1: 263,639 shares; 2025Q2: 272,586 shares; 2025Q3: 245,964 shares 245,964 $26.2M 0.3% -26,622 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,858 shares; 2024Q4: 14,856 shares; 2025Q1: 14,921 shares; 2025Q2: 34,029 shares; 2025Q3: 34,884 shares 34,884 $25.7M 0.29% +855 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: 315,709 shares; 2024Q4: 346,413 shares; 2025Q1: 342,124 shares; 2025Q2: 336,383 shares; 2025Q3: 337,463 shares 337,463 $24.5M 0.28% +1,080 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,027 shares; 2024Q4: 320,740 shares; 2025Q1: 327,101 shares; 2025Q2: 230,769 shares; 2025Q3: 232,624 shares 232,624 $24.1M 0.27% +1,855 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,816 shares; 2024Q4: 495,804 shares; 2025Q1: 507,831 shares; 2025Q2: 521,203 shares; 2025Q3: 528,882 shares 528,882 $23.9M 0.27% +7,679 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,417 shares; 2024Q4: 71,174 shares; 2025Q1: 74,379 shares; 2025Q2: 82,164 shares; 2025Q3: 85,256 shares 85,256 $23.6M 0.27% +3,092 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: 49,454 shares; 2024Q4: 50,216 shares; 2025Q1: 49,192 shares; 2025Q2: 48,644 shares; 2025Q3: 47,099 shares 47,099 $23.4M 0.27% -1,545 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,210 shares; 2024Q4: 133,351 shares; 2025Q1: 135,773 shares; 2025Q2: 138,702 shares; 2025Q3: 141,932 shares 141,932 $22.7M 0.26% +3,230 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,969 shares; 2024Q4: 56,924 shares; 2025Q1: 58,018 shares; 2025Q2: 59,454 shares; 2025Q3: 60,399 shares 60,399 $22.6M 0.26% +945 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: 68,869 shares; 2024Q4: 68,330 shares; 2025Q1: 68,718 shares; 2025Q2: 68,344 shares; 2025Q3: 67,887 shares 67,887 $22.4M 0.26% -457 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,354 shares; 2024Q4: 306,783 shares; 2025Q1: 264,847 shares; 2025Q2: 284,569 shares; 2025Q3: 293,314 shares 293,314 $22.2M 0.25% +8,745 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: 57,526 shares; 2024Q4: 53,222 shares; 2025Q1: 52,168 shares; 2025Q2: 51,024 shares; 2025Q3: 127,789 shares 127,789 $22.1M 0.25% +76,765 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: 35,303 shares; 2024Q4: 35,180 shares; 2025Q1: 33,543 shares; 2025Q2: 33,527 shares; 2025Q3: 72,638 shares 72,638 $21.6M 0.25% +39,111 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,803 shares; 2025Q1: 81,685 shares; 2025Q2: 96,110 shares; 2025Q3: 100,081 shares 100,081 $21.5M 0.24% +3,971 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,306 shares; 2024Q4: 33,341 shares; 2025Q1: 33,978 shares; 2025Q2: 34,807 shares; 2025Q3: 35,319 shares 35,319 $20.8M 0.24% +512 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,052 shares; 2024Q4: 13,456 shares; 2025Q1: 13,754 shares; 2025Q2: 14,091 shares; 2025Q3: 11,152 shares 11,152 $20.6M 0.23% -2,939 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: 71,884 shares; 2024Q4: 73,275 shares; 2025Q1: 71,462 shares; 2025Q2: 70,341 shares; 2025Q3: 67,440 shares 67,440 $20.3M 0.23% -2,901 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,508 shares; 2024Q4: 74,508 shares; 2025Q1: 61,830 shares; 2025Q2: 58,881 shares; 2025Q3: 52,648 shares 52,648 $20M 0.23% -6,233 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: 31,569 shares; 2024Q4: 32,346 shares; 2025Q1: 32,272 shares; 2025Q2: 32,095 shares; 2025Q3: 31,770 shares 31,770 $18.4M 0.21% -325 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,381 shares; 2024Q4: 330,269 shares; 2025Q1: 332,341 shares; 2025Q2: 354,784 shares; 2025Q3: 361,210 shares 361,210 $18.2M 0.21% +6,426 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: 63,356 shares; 2024Q4: 197,674 shares; 2025Q1: 204,378 shares; 2025Q2: 220,138 shares; 2025Q3: 225,884 shares 225,884 $18.1M 0.21% +5,746 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,337 shares; 2024Q4: 71,938 shares; 2025Q1: 73,369 shares; 2025Q2: 75,192 shares; 2025Q3: 76,493 shares 76,493 $17.9M 0.2% +1,301 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,258 shares; 2024Q4: 98,016 shares; 2025Q1: 99,925 shares; 2025Q2: 102,538 shares; 2025Q3: 104,189 shares 104,189 $17.9M 0.2% +1,651 Timeline IWR 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: 185,526 shares; 2024Q4: 188,444 shares; 2025Q1: 188,825 shares; 2025Q2: 185,101 shares; 2025Q3: 183,632 shares 183,632 $17.9M 0.2% -1,469 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: 31,459 shares; 2024Q4: 31,233 shares; 2025Q1: 29,951 shares; 2025Q2: 29,195 shares; 2025Q3: 29,431 shares 29,431 $17.8M 0.2% +236 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: 153,037 shares; 2024Q4: 151,488 shares; 2025Q1: 153,643 shares; 2025Q2: 166,938 shares; 2025Q3: 156,379 shares 156,379 $17.7M 0.2% -10,559 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,592 shares; 2024Q4: 119,239 shares; 2025Q1: 123,425 shares; 2025Q2: 133,491 shares; 2025Q3: 137,835 shares 137,835 $17.6M 0.2% +4,344 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,384 shares; 2024Q4: 71,244 shares; 2025Q1: 70,341 shares; 2025Q2: 70,093 shares; 2025Q3: 69,737 shares 69,737 $17.2M 0.2% -356 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,784 shares; 2024Q4: 186,838 shares; 2025Q1: 173,514 shares; 2025Q2: 177,491 shares; 2025Q3: 180,445 shares 180,445 $17.1M 0.2% +2,954 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,921 shares; 2024Q4: 206,783 shares; 2025Q1: 211,083 shares; 2025Q2: 214,945 shares; 2025Q3: 218,841 shares 218,841 $17M 0.19% +3,896 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,598 shares; 2024Q4: 27,751 shares; 2025Q1: 28,346 shares; 2025Q2: 29,086 shares; 2025Q3: 29,642 shares 29,642 $16.8M 0.19% +556 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,062 shares; 2024Q4: 184,103 shares; 2025Q1: 187,672 shares; 2025Q2: 192,104 shares; 2025Q3: 195,110 shares 195,110 $16.5M 0.19% +3,006 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,436 shares; 2024Q4: 38,739 shares; 2025Q1: 39,643 shares; 2025Q2: 40,602 shares; 2025Q3: 41,265 shares 41,265 $16.5M 0.19% +663 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,603 shares; 2024Q4: 44,365 shares; 2025Q1: 45,944 shares; 2025Q2: 46,566 shares; 2025Q3: 46,408 shares 46,408 $16.1M 0.18% -158 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,113 shares; 2024Q4: 16,092 shares; 2025Q1: 251,099 shares; 2025Q2: 294,058 shares; 2025Q3: 383,961 shares 383,961 $16M 0.18% +89,903 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,281 shares; 2024Q4: 97,894 shares; 2025Q1: 100,429 shares; 2025Q2: 102,495 shares; 2025Q3: 104,575 shares 104,575 $15.9M 0.18% +2,080 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,949 shares; 2024Q4: 424,949 shares; 2025Q1: 417,520 shares; 2025Q2: 417,520 shares; 2025Q3: 417,520 shares 417,520 $15.8M 0.18% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,550 shares; 2024Q4: 111,147 shares; 2025Q1: 113,308 shares; 2025Q2: 116,314 shares; 2025Q3: 118,177 shares 118,177 $15.5M 0.18% +1,863 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: 89,987 shares; 2024Q4: 91,213 shares; 2025Q1: 90,683 shares; 2025Q2: 45,745 shares; 2025Q3: 42,522 shares 42,522 $15.3M 0.17% -3,223 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: 56,517 shares; 2024Q4: 56,438 shares; 2025Q1: 55,868 shares; 2025Q2: 55,825 shares; 2025Q3: 53,685 shares 53,685 $15.3M 0.17% -2,140 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,861 shares; 2024Q4: 83,680 shares; 2025Q1: 85,358 shares; 2025Q2: 87,337 shares; 2025Q3: 88,764 shares 88,764 $15.2M 0.17% +1,427 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: 149,073 shares; 2024Q4: 168,991 shares; 2025Q1: 162,142 shares; 2025Q2: 164,655 shares; 2025Q3: 158,122 shares 158,122 $15M 0.17% -6,533 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,815 shares; 2024Q4: 77,200 shares; 2025Q1: 78,544 shares; 2025Q2: 80,231 shares; 2025Q3: 80,919 shares 80,919 $15M 0.17% +688 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 32,420 shares; 2025Q1: 32,788 shares; 2025Q2: 33,548 shares; 2025Q3: 34,101 shares 34,101 $15M 0.17% +553 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,820 shares; 2024Q4: 19,469 shares; 2025Q1: 19,899 shares; 2025Q2: 20,400 shares; 2025Q3: 20,809 shares 20,809 $14.9M 0.17% +409 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,939 shares; 2024Q4: 312,904 shares; 2025Q1: 462,358 shares; 2025Q2: 499,684 shares; 2025Q3: 516,299 shares 516,299 $14.8M 0.17% +16,615 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: 13,364 shares; 2025Q1: 13,024 shares; 2025Q2: 12,734 shares; 2025Q3: 12,651 shares 12,651 $14.7M 0.17% -83 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: 190,828 shares; 2024Q4: 134,362 shares; 2025Q1: 126,354 shares; 2025Q2: 110,349 shares; 2025Q3: 103,122 shares 103,122 $14.6M 0.17% -7,227 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,256 shares; 2024Q4: 59,382 shares; 2025Q1: 60,706 shares; 2025Q2: 62,239 shares; 2025Q3: 63,497 shares 63,497 $14.6M 0.17% +1,258 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,996 shares; 2024Q4: 66,610 shares; 2025Q1: 68,106 shares; 2025Q2: 69,809 shares; 2025Q3: 71,052 shares 71,052 $14.3M 0.16% +1,243 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,630 shares; 2024Q4: 104,753 shares; 2025Q1: 106,828 shares; 2025Q2: 109,349 shares; 2025Q3: 111,107 shares 111,107 $14.3M 0.16% +1,758 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,514 shares; 2024Q4: 94,848 shares; 2025Q1: 96,659 shares; 2025Q2: 99,076 shares; 2025Q3: 100,255 shares 100,255 $14.2M 0.16% +1,179 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: 69,167 shares; 2024Q4: 67,688 shares; 2025Q1: 67,167 shares; 2025Q2: 65,929 shares; 2025Q3: 63,138 shares 63,138 $13.8M 0.16% -2,791 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: 423,138 shares; 2024Q4: 423,222 shares; 2025Q1: 412,235 shares; 2025Q2: 416,216 shares; 2025Q3: 422,545 shares 422,545 $13.1M 0.15% +6,329 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,626 shares; 2024Q4: 5,978 shares; 2025Q1: 6,382 shares; 2025Q2: 6,979 shares; 2025Q3: 7,323 shares 7,323 $12.9M 0.15% +344 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: 37,977 shares; 2024Q4: 27,041 shares; 2025Q1: 27,311 shares; 2025Q2: 27,344 shares; 2025Q3: 27,243 shares 27,243 $12.8M 0.15% -101 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,106 shares; 2024Q4: 98,628 shares; 2025Q1: 98,267 shares; 2025Q2: 96,540 shares; 2025Q3: 92,972 shares 92,972 $12.5M 0.14% -3,568 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: 58,426 shares; 2024Q4: 53,156 shares; 2025Q1: 52,306 shares; 2025Q2: 53,183 shares; 2025Q3: 48,426 shares 48,426 $12.5M 0.14% -4,757 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,804 shares; 2024Q4: 43,181 shares; 2025Q1: 44,204 shares; 2025Q2: 45,188 shares; 2025Q3: 45,778 shares 45,778 $12.5M 0.14% +590 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,580 shares; 2024Q4: 90,816 shares; 2025Q1: 184,831 shares; 2025Q2: 189,508 shares; 2025Q3: 192,873 shares 192,873 $12.4M 0.14% +3,365 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,685 shares; 2024Q4: 145,394 shares; 2025Q1: 149,144 shares; 2025Q2: 152,151 shares; 2025Q3: 208,492 shares 208,492 $12.4M 0.14% +56,341 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,430 shares; 2024Q4: 132,618 shares; 2025Q1: 136,879 shares; 2025Q2: 139,971 shares; 2025Q3: 142,996 shares 142,996 $12.4M 0.14% +3,025 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,653 shares; 2024Q4: 15,647 shares; 2025Q1: 16,593 shares; 2025Q2: 18,678 shares; 2025Q3: 19,383 shares 19,383 $12.3M 0.14% +705 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: 193,496 shares; 2024Q4: 191,723 shares; 2025Q1: 186,436 shares; 2025Q2: 186,012 shares; 2025Q3: 183,063 shares 183,063 $12.2M 0.14% -2,949 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: 194,418 shares; 2024Q4: 191,394 shares; 2025Q1: 186,937 shares; 2025Q2: 176,607 shares; 2025Q3: 175,481 shares 175,481 $11.9M 0.14% -1,126 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: 4,343 shares; 2024Q4: 42,914 shares; 2025Q1: 42,420 shares; 2025Q2: 46,234 shares; 2025Q3: 47,124 shares 47,124 $11.6M 0.13% +890 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: 33,619 shares; 2024Q4: 33,460 shares; 2025Q1: 33,583 shares; 2025Q2: 35,521 shares; 2025Q3: 37,130 shares 37,130 $11.5M 0.13% +1,609 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,036 shares; 2024Q4: 155,993 shares; 2025Q1: 159,271 shares; 2025Q2: 167,817 shares; 2025Q3: 171,453 shares 171,453 $11.3M 0.13% +3,636 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,784 shares; 2024Q4: 23,837 shares; 2025Q1: 24,366 shares; 2025Q2: 25,076 shares; 2025Q3: 35,161 shares 35,161 $11.1M 0.13% +10,085 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: 88,007 shares; 2024Q4: 84,925 shares; 2025Q1: 86,612 shares; 2025Q2: 91,957 shares; 2025Q3: 31,225 shares 31,225 $10.9M 0.12% -60,732 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,269 shares; 2024Q4: 101,961 shares; 2025Q1: 104,355 shares; 2025Q2: 106,651 shares; 2025Q3: 108,564 shares 108,564 $10.9M 0.12% +1,913 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,399 shares; 2024Q4: 100,701 shares; 2025Q1: 104,427 shares; 2025Q2: 107,045 shares; 2025Q3: 108,296 shares 108,296 $10.9M 0.12% +1,251 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: 83,613 shares; 2024Q4: 83,947 shares; 2025Q1: 85,319 shares; 2025Q2: 91,373 shares; 2025Q3: 93,181 shares 93,181 $10.6M 0.12% +1,808 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,357 shares; 2024Q4: 128,666 shares; 2025Q1: 131,759 shares; 2025Q2: 134,718 shares; 2025Q3: 137,525 shares 137,525 $10.5M 0.12% +2,807 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,966 shares; 2024Q4: 184,248 shares; 2025Q1: 193,550 shares; 2025Q2: 197,570 shares; 2025Q3: 201,738 shares 201,738 $10.4M 0.12% +4,168 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,282 shares; 2024Q4: 360,673 shares; 2025Q1: 367,559 shares; 2025Q2: 526,805 shares; 2025Q3: 536,221 shares 536,221 $10.4M 0.12% +9,416 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,569 shares; 2024Q4: 126,897 shares; 2025Q1: 130,047 shares; 2025Q2: 132,597 shares; 2025Q3: 135,055 shares 135,055 $10.3M 0.12% +2,458 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,625 shares; 2024Q4: 23,572 shares; 2025Q1: 22,990 shares; 2025Q2: 22,343 shares; 2025Q3: 22,265 shares 22,265 $10.3M 0.12% -78 Timeline VCIT 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: 112,862 shares; 2024Q4: 112,234 shares; 2025Q1: 108,603 shares; 2025Q2: 112,440 shares; 2025Q3: 118,364 shares 118,364 $9.95M 0.11% +5,924 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: 39,082 shares; 2024Q4: 38,341 shares; 2025Q1: 35,050 shares; 2025Q2: 33,988 shares; 2025Q3: 33,222 shares 33,222 $9.58M 0.11% -766 Timeline CWI 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: 272,752 shares; 2024Q4: 271,327 shares; 2025Q1: 265,465 shares; 2025Q2: 265,091 shares; 2025Q3: 263,653 shares 263,653 $9.36M 0.11% -1,438 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: 300,463 shares; 2024Q4: 360,936 shares; 2025Q1: 363,962 shares; 2025Q2: 158,303 shares; 2025Q3: 148,503 shares 148,503 $9.31M 0.11% -9,800 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,013 shares; 2024Q4: 59,004 shares; 2025Q1: 60,421 shares; 2025Q2: 61,985 shares; 2025Q3: 63,175 shares 63,175 $9.29M 0.11% +1,190 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: 158,037 shares; 2024Q4: 311,551 shares; 2025Q1: 308,695 shares; 2025Q2: 316,464 shares; 2025Q3: 322,076 shares 322,076 $9.1M 0.1% +5,612 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,966 shares; 2024Q4: 42,331 shares; 2025Q1: 41,968 shares; 2025Q2: 41,881 shares; 2025Q3: 41,208 shares 41,208 $8.91M 0.1% -673 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: 62,819 shares; 2025Q1: 61,636 shares; 2025Q2: 61,216 shares; 2025Q3: 60,402 shares 60,402 $8.81M 0.1% -814 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,777 shares; 2024Q4: 19,661 shares; 2025Q1: 19,544 shares; 2025Q2: 19,190 shares; 2025Q3: 18,443 shares 18,443 $8.62M 0.1% -747 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: 101,566 shares; 2024Q4: 114,002 shares; 2025Q1: 110,281 shares; 2025Q2: 109,251 shares; 2025Q3: 106,570 shares 106,570 $8.6M 0.1% -2,681 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,287 shares; 2024Q4: 19,590 shares; 2025Q1: 18,509 shares; 2025Q2: 19,757 shares; 2025Q3: 23,758 shares 23,758 $8.5M 0.1% +4,001 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,620 shares; 2024Q4: 239,455 shares; 2025Q1: 239,455 shares; 2025Q2: 271,481 shares; 2025Q3: 282,595 shares 282,595 $8.49M 0.1% +11,114 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,768 shares; 2024Q4: 62,649 shares; 2025Q1: 64,247 shares; 2025Q2: 65,729 shares; 2025Q3: 66,727 shares 66,727 $8.45M 0.1% +998 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,511 shares; 2024Q4: 34,595 shares; 2025Q1: 33,473 shares; 2025Q2: 33,240 shares; 2025Q3: 32,330 shares 32,330 $8.41M 0.1% -910 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: 108,057 shares; 2024Q4: 119,976 shares; 2025Q1: 121,497 shares; 2025Q2: 39,269 shares; 2025Q3: 33,935 shares 33,935 $8.16M 0.09% -5,334 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: 125,001 shares; 2024Q4: 112,814 shares; 2025Q1: 97,590 shares; 2025Q2: 76,796 shares; 2025Q3: 62,593 shares 62,593 $7.68M 0.09% -14,203 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: 32,520 shares; 2024Q4: 36,338 shares; 2025Q1: 36,154 shares; 2025Q2: 36,404 shares; 2025Q3: 36,173 shares 36,173 $7.64M 0.09% -231 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,674 shares; 2024Q4: 119,077 shares; 2025Q1: 121,943 shares; 2025Q2: 131,359 shares; 2025Q3: 36,945 shares 36,945 $7.63M 0.09% -94,414 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,080 shares; 2024Q4: 24,216 shares; 2025Q1: 24,253 shares; 2025Q2: 23,798 shares; 2025Q3: 23,276 shares 23,276 $7.58M 0.09% -522 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: 31,825 shares; 2024Q4: 33,076 shares; 2025Q1: 32,520 shares; 2025Q2: 32,183 shares; 2025Q3: 30,714 shares 30,714 $7.27M 0.08% -1,469 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: 18,971 shares; 2024Q4: 18,971 shares; 2025Q1: 18,971 shares; 2025Q2: 18,971 shares; 2025Q3: 19,043 shares 19,043 $7.25M 0.08% +72 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: 59,985 shares; 2024Q4: 59,371 shares; 2025Q1: 58,827 shares; 2025Q2: 50,846 shares; 2025Q3: 51,005 shares 51,005 $7.22M 0.08% +159 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,749 shares; 2024Q4: 84,750 shares; 2025Q1: 86,407 shares; 2025Q2: 88,409 shares; 2025Q3: 89,938 shares 89,938 $7.17M 0.08% +1,529 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,509 shares; 2024Q4: 35,141 shares; 2025Q1: 34,664 shares; 2025Q2: 43,757 shares; 2025Q3: 43,377 shares 43,377 $6.77M 0.08% -380 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,920 shares; 2024Q4: 47,700 shares; 2025Q1: 47,011 shares; 2025Q2: 47,058 shares; 2025Q3: 47,133 shares 47,133 $6.7M 0.08% +75 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: 24,306 shares; 2024Q4: 24,579 shares; 2025Q1: 23,586 shares; 2025Q2: 23,768 shares; 2025Q3: 22,900 shares 22,900 $6.67M 0.08% -868 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,791 shares; 2024Q4: 248,095 shares; 2025Q1: 254,262 shares; 2025Q2: 260,875 shares; 2025Q3: 265,579 shares 265,579 $6.66M 0.08% +4,704 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: 21,018 shares; 2024Q4: 20,375 shares; 2025Q1: 20,326 shares; 2025Q2: 11,739 shares; 2025Q3: 10,588 shares 10,588 $6.51M 0.07% -1,151 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,044 shares; 2024Q4: 111,839 shares; 2025Q1: 89,840 shares; 2025Q2: 76,171 shares; 2025Q3: 64,211 shares 64,211 $6.44M 0.07% -11,960 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 94,393 shares 94,393 $6.41M 0.07% new 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: 34,616 shares; 2024Q4: 33,489 shares; 2025Q1: 31,519 shares; 2025Q2: 31,440 shares; 2025Q3: 30,993 shares 30,993 $6.35M 0.07% -447 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: 67,241 shares; 2024Q4: 67,012 shares; 2025Q1: 65,891 shares; 2025Q2: 92,050 shares; 2025Q3: 63,124 shares 63,124 $6.32M 0.07% -28,926 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: 46,109 shares; 2024Q4: 40,267 shares; 2025Q1: 39,301 shares; 2025Q2: 39,036 shares; 2025Q3: 34,561 shares 34,561 $6.23M 0.07% -4,475 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 118,002 shares; 2025Q2: 120,654 shares; 2025Q3: 123,267 shares 123,267 $6.23M 0.07% +2,613 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: 94,471 shares; 2024Q4: 94,807 shares; 2025Q1: 94,694 shares; 2025Q2: 94,703 shares; 2025Q3: 94,797 shares 94,797 $6.23M 0.07% +94 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 19 shares; 2025Q3: 178,175 shares 178,175 $6.18M 0.07% +178,156 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 485,055 shares 485,055 $6.11M 0.07% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,885 shares; 2024Q4: 79,330 shares; 2025Q1: 78,185 shares; 2025Q2: 79,743 shares; 2025Q3: 76,230 shares 76,230 $6.08M 0.07% -3,513 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: 40,256 shares; 2024Q4: 37,202 shares; 2025Q1: 9,533 shares; 2025Q2: 9,034 shares; 2025Q3: 8,885 shares 8,885 $6.04M 0.07% -149 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,884 shares; 2024Q4: 21,474 shares; 2025Q1: 21,805 shares; 2025Q2: 22,286 shares; 2025Q3: 22,629 shares 22,629 $5.7M 0.06% +343 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: 109,320 shares; 2024Q4: 104,252 shares; 2025Q1: 110,591 shares; 2025Q2: 111,298 shares; 2025Q3: 104,679 shares 104,679 $5.68M 0.06% -6,619 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: 36,027 shares; 2024Q4: 34,263 shares; 2025Q1: 33,424 shares; 2025Q2: 35,276 shares; 2025Q3: 33,227 shares 33,227 $5.62M 0.06% -2,049 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,460 shares; 2024Q4: 45,026 shares; 2025Q1: 45,959 shares; 2025Q2: 47,266 shares; 2025Q3: 48,048 shares 48,048 $5.61M 0.06% +782 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: 67,483 shares; 2024Q4: 46,148 shares; 2025Q1: 45,282 shares; 2025Q2: 42,077 shares; 2025Q3: 40,392 shares 40,392 $5.56M 0.06% -1,685 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: 121,149 shares; 2024Q4: 119,178 shares; 2025Q1: 119,178 shares; 2025Q2: 119,178 shares; 2025Q3: 119,178 shares 119,178 $5.56M 0.06% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 2,287 shares; 2025Q2: 8,539 shares; 2025Q3: 13,667 shares 13,667 $5.4M 0.06% +5,128 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: 61,261 shares; 2024Q4: 64,003 shares; 2025Q1: 63,460 shares; 2025Q2: 63,360 shares; 2025Q3: 58,970 shares 58,970 $5.39M 0.06% -4,390 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: 27,139 shares; 2024Q4: 19,431 shares; 2025Q1: 18,952 shares; 2025Q2: 18,838 shares; 2025Q3: 18,826 shares 18,826 $5.36M 0.06% -12 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,456 shares; 2024Q4: 47,325 shares; 2025Q1: 45,939 shares; 2025Q2: 40,557 shares; 2025Q3: 38,045 shares 38,045 $5.35M 0.06% -2,512 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,607 shares; 2025Q1: 1,724 shares; 2025Q2: 2,183 shares; 2025Q3: 2,419 shares 2,419 $5.26M 0.06% +236 Timeline GVI 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: 46,670 shares; 2024Q4: 51,286 shares; 2025Q1: 53,654 shares; 2025Q2: 51,631 shares; 2025Q3: 48,680 shares 48,680 $5.22M 0.06% -2,951 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: 15,897 shares; 2024Q4: 15,614 shares; 2025Q1: 15,785 shares; 2025Q2: 15,675 shares; 2025Q3: 15,676 shares 15,676 $5.17M 0.06% +1 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: 71,569 shares; 2024Q4: 74,531 shares; 2025Q1: 72,647 shares; 2025Q2: 62,864 shares; 2025Q3: 58,276 shares 58,276 $5.04M 0.06% -4,588 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,866 shares; 2024Q4: 88,206 shares; 2025Q1: 85,170 shares; 2025Q2: 84,454 shares; 2025Q3: 84,449 shares 84,449 $4.96M 0.06% -5 Timeline SH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132,000 shares 132,000 $4.86M 0.06% new 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: 96,090 shares; 2024Q4: 99,786 shares; 2025Q1: 96,077 shares; 2025Q2: 94,802 shares; 2025Q3: 95,494 shares 95,494 $4.84M 0.06% +692 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,835 shares; 2024Q4: 61,000 shares; 2025Q1: 60,810 shares; 2025Q2: 60,987 shares; 2025Q3: 64,286 shares 64,286 $4.71M 0.05% +3,299 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: 4,002 shares; 2024Q4: 4,047 shares; 2025Q1: 3,960 shares; 2025Q2: 3,880 shares; 2025Q3: 3,932 shares 3,932 $4.53M 0.05% +52 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: 7,471 shares; 2024Q4: 7,357 shares; 2025Q1: 7,358 shares; 2025Q2: 7,282 shares; 2025Q3: 7,332 shares 7,332 $4.47M 0.05% +50 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,403 shares; 2024Q4: 42,623 shares; 2025Q1: 40,825 shares; 2025Q2: 40,869 shares; 2025Q3: 37,428 shares 37,428 $4.38M 0.05% -3,441 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: 40,518 shares; 2024Q4: 39,773 shares; 2025Q1: 39,352 shares; 2025Q2: 39,041 shares; 2025Q3: 36,463 shares 36,463 $4.11M 0.05% -2,578 Timeline USIO USIO INC More: the full row for USIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830,162 shares; 2024Q4: 2,805,752 shares; 2025Q1: 2,805,752 shares; 2025Q2: 2,805,752 shares; 2025Q3: 2,805,752 shares 2,805,752 $4.1M 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,639 shares; 2024Q4: 193,274 shares; 2025Q1: 174,191 shares; 2025Q2: 164,191 shares; 2025Q3: 146,156 shares 146,156 $4M 0.05% -18,035 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: 92,748 shares; 2024Q4: 76,288 shares; 2025Q1: 66,369 shares; 2025Q2: 57,377 shares; 2025Q3: 54,475 shares 54,475 $3.92M 0.04% -2,902 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,940 shares; 2024Q4: 138,940 shares; 2025Q1: 138,891 shares; 2025Q2: 138,891 shares; 2025Q3: 138,891 shares 138,891 $3.88M 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,215 shares; 2024Q4: 107,954 shares; 2025Q1: 107,854 shares; 2025Q2: 107,704 shares; 2025Q3: 107,313 shares 107,313 $3.86M 0.04% -391 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,988 shares; 2024Q4: 10,856 shares; 2025Q1: 10,844 shares; 2025Q2: 10,957 shares; 2025Q3: 11,037 shares 11,037 $3.79M 0.04% +80 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,982 shares; 2024Q4: 172,797 shares; 2025Q1: 173,637 shares; 2025Q2: 168,935 shares; 2025Q3: 150,661 shares 150,661 $3.73M 0.04% -18,274 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: 216,751 shares; 2024Q4: 218,731 shares; 2025Q1: 218,492 shares; 2025Q2: 88,916 shares; 2025Q3: 84,027 shares 84,027 $3.67M 0.04% -4,889 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: 153,654 shares; 2024Q4: 26,638 shares; 2025Q1: 22,759 shares; 2025Q2: 21,203 shares; 2025Q3: 21,285 shares 21,285 $3.51M 0.04% +82 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 604 shares; 2025Q1: 623 shares; 2025Q2: 632 shares; 2025Q3: 640 shares 640 $3.47M 0.04% +8 Timeline ESGV 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: 29,014 shares; 2024Q4: 29,239 shares; 2025Q1: 29,817 shares; 2025Q2: 29,817 shares; 2025Q3: 28,606 shares 28,606 $3.41M 0.04% -1,211 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: 11,616 shares; 2024Q4: 11,665 shares; 2025Q1: 10,885 shares; 2025Q2: 10,866 shares; 2025Q3: 10,915 shares 10,915 $3.39M 0.04% +49 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: 10,532 shares; 2024Q4: 10,982 shares; 2025Q1: 11,027 shares; 2025Q2: 11,056 shares; 2025Q3: 11,305 shares 11,305 $3.36M 0.04% +249 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: 6,490 shares; 2024Q4: 6,956 shares; 2025Q1: 7,082 shares; 2025Q2: 7,085 shares; 2025Q3: 6,647 shares 6,647 $3.35M 0.04% -438 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: 44,510 shares; 2024Q4: 47,647 shares; 2025Q1: 47,727 shares; 2025Q2: 48,208 shares; 2025Q3: 48,658 shares 48,658 $3.34M 0.04% +450 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,005 shares; 2024Q4: 114,056 shares; 2025Q1: 109,564 shares; 2025Q2: 108,381 shares; 2025Q3: 108,381 shares 108,381 $3.27M 0.04% 0 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,036 shares; 2024Q4: 214,117 shares; 2025Q1: 221,385 shares; 2025Q2: 224,893 shares; 2025Q3: 223,990 shares 223,990 $3.2M 0.04% -903 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: 14,060 shares; 2024Q4: 14,173 shares; 2025Q1: 13,926 shares; 2025Q2: 14,261 shares; 2025Q3: 14,216 shares 14,216 $3.12M 0.04% -45 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,815 shares; 2024Q4: 160,515 shares; 2025Q1: 159,515 shares; 2025Q2: 159,938 shares; 2025Q3: 159,155 shares 159,155 $3.09M 0.04% -783 Timeline NUMG 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: 90,396 shares; 2024Q4: 69,287 shares; 2025Q1: 69,037 shares; 2025Q2: 62,623 shares; 2025Q3: 62,623 shares 62,623 $3.08M 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,477 shares; 2024Q4: 12,575 shares; 2025Q1: 12,146 shares; 2025Q2: 11,897 shares; 2025Q3: 11,643 shares 11,643 $3.08M 0.04% -254 Timeline EMXC 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: 36,459 shares; 2024Q4: 41,469 shares; 2025Q1: 41,469 shares; 2025Q2: 43,008 shares; 2025Q3: 44,753 shares 44,753 $3.08M 0.04% +1,745 Timeline CMF 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: 66,916 shares; 2024Q4: 65,949 shares; 2025Q1: 52,729 shares; 2025Q2: 55,197 shares; 2025Q3: 53,907 shares 53,907 $3.07M 0.03% -1,290 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: 22,156 shares; 2024Q4: 20,745 shares; 2025Q1: 20,356 shares; 2025Q2: 19,803 shares; 2025Q3: 19,219 shares 19,219 $3.05M 0.03% -584 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: 6,541 shares; 2024Q4: 15,094 shares; 2025Q1: 13,932 shares; 2025Q2: 14,282 shares; 2025Q3: 14,512 shares 14,512 $3.01M 0.03% +230 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,951 shares; 2024Q4: 63,801 shares; 2025Q1: 59,209 shares; 2025Q2: 58,628 shares; 2025Q3: 56,752 shares 56,752 $3M 0.03% -1,876 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: 4,164 shares; 2024Q4: 4,184 shares; 2025Q1: 4,894 shares; 2025Q2: 4,798 shares; 2025Q3: 3,880 shares 3,880 $2.93M 0.03% -918 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: 75,015 shares; 2024Q4: 74,826 shares; 2025Q1: 71,271 shares; 2025Q2: 66,020 shares; 2025Q3: 62,556 shares 62,556 $2.84M 0.03% -3,464 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 3,226 shares; 2025Q1: 3,280 shares; 2025Q2: 3,701 shares; 2025Q3: 3,721 shares 3,721 $2.84M 0.03% +20 Timeline KKR & CO INC KKR & CO INC More: the full row for KKR & 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: 49,800 shares; 2025Q2: 54,723 shares; 2025Q3: 54,723 shares 54,723 $2.82M 0.03% 0 FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,637 shares; 2024Q4: 47,401 shares; 2025Q1: 57,502 shares; 2025Q2: 78,644 shares; 2025Q3: 74,554 shares 74,554 $2.8M 0.03% -4,090 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,934 shares; 2024Q4: 24,827 shares; 2025Q1: 25,305 shares; 2025Q2: 25,698 shares; 2025Q3: 26,150 shares 26,150 $2.77M 0.03% +452 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,143 shares; 2024Q4: 17,579 shares; 2025Q1: 17,550 shares; 2025Q2: 18,305 shares; 2025Q3: 17,576 shares 17,576 $2.77M 0.03% -729 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,479 shares; 2024Q4: 37,969 shares; 2025Q1: 36,223 shares; 2025Q2: 36,050 shares; 2025Q3: 35,120 shares 35,120 $2.74M 0.03% -930 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,971 shares; 2024Q4: 17,594 shares; 2025Q1: 15,654 shares; 2025Q2: 15,641 shares; 2025Q3: 14,356 shares 14,356 $2.73M 0.03% -1,285 Timeline ITA 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: 12,679 shares; 2024Q4: 12,669 shares; 2025Q1: 12,669 shares; 2025Q2: 13,170 shares; 2025Q3: 12,934 shares 12,934 $2.71M 0.03% -236 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,129 shares; 2024Q4: 226,980 shares; 2025Q1: 43,873 shares; 2025Q2: 26,298 shares; 2025Q3: 24,158 shares 24,158 $2.68M 0.03% -2,140 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: 5,189 shares; 2024Q4: 5,189 shares; 2025Q1: 5,595 shares; 2025Q2: 5,217 shares; 2025Q3: 5,451 shares 5,451 $2.62M 0.03% +234 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,606 shares; 2024Q4: 19,544 shares; 2025Q1: 19,299 shares; 2025Q2: 18,318 shares; 2025Q3: 18,189 shares 18,189 $2.54M 0.03% -129 Timeline NUSC 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: 68,523 shares; 2024Q4: 57,180 shares; 2025Q1: 58,621 shares; 2025Q2: 56,053 shares; 2025Q3: 56,080 shares 56,080 $2.5M 0.03% +27 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,255 shares; 2024Q4: 24,774 shares; 2025Q1: 20,327 shares; 2025Q2: 19,960 shares; 2025Q3: 19,960 shares 19,960 $2.49M 0.03% 0 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: 9,997 shares; 2024Q4: 10,593 shares; 2025Q1: 10,449 shares; 2025Q2: 12,899 shares; 2025Q3: 12,901 shares 12,901 $2.47M 0.03% +2 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: 7,046 shares; 2024Q4: 6,832 shares; 2025Q1: 6,807 shares; 2025Q2: 7,042 shares; 2025Q3: 7,072 shares 7,072 $2.46M 0.03% +30 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: 1,809 shares; 2024Q4: 2,025 shares; 2025Q1: 2,042 shares; 2025Q2: 2,179 shares; 2025Q3: 2,186 shares 2,186 $2.41M 0.03% +7 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,011 shares; 2024Q4: 25,011 shares; 2025Q1: 25,011 shares; 2025Q2: 25,011 shares; 2025Q3: 25,011 shares 25,011 $2.38M 0.03% 0 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: 33,494 shares; 2024Q4: 32,790 shares; 2025Q1: 31,623 shares; 2025Q2: 31,101 shares; 2025Q3: 30,207 shares 30,207 $2.38M 0.03% -894 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,750 shares; 2024Q4: 15,529 shares; 2025Q1: 15,057 shares; 2025Q2: 15,090 shares; 2025Q3: 13,778 shares 13,778 $2.34M 0.03% -1,312 Timeline IWS 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: 18,098 shares; 2024Q4: 18,083 shares; 2025Q1: 18,083 shares; 2025Q2: 18,272 shares; 2025Q3: 16,582 shares 16,582 $2.34M 0.03% -1,690 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: 9,730 shares; 2024Q4: 9,521 shares; 2025Q1: 9,910 shares; 2025Q2: 9,909 shares; 2025Q3: 9,724 shares 9,724 $2.31M 0.03% -185 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 6,319 shares; 2025Q1: 6,415 shares; 2025Q2: 6,502 shares; 2025Q3: 5,466 shares 5,466 $2.3M 0.03% -1,036 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,774 shares; 2024Q4: 23,274 shares; 2025Q1: 23,274 shares; 2025Q2: 23,274 shares; 2025Q3: 23,187 shares 23,187 $2.27M 0.03% -87 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: 7,812 shares; 2024Q4: 7,856 shares; 2025Q1: 7,837 shares; 2025Q2: 7,581 shares; 2025Q3: 7,402 shares 7,402 $2.24M 0.03% -179 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,854 shares; 2024Q4: 6,925 shares; 2025Q1: 8,488 shares; 2025Q2: 8,017 shares; 2025Q3: 8,268 shares 8,268 $2.21M 0.03% +251 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 5,034 shares; 2025Q1: 5,034 shares; 2025Q2: 5,034 shares; 2025Q3: 5,034 shares 5,034 $2.2M 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,028 shares; 2024Q4: 20,019 shares; 2025Q1: 20,019 shares; 2025Q2: 19,452 shares; 2025Q3: 18,026 shares 18,026 $2.18M 0.02% -1,426 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: 38,084 shares; 2024Q4: 31,281 shares; 2025Q1: 29,513 shares; 2025Q2: 26,640 shares; 2025Q3: 24,277 shares 24,277 $2.16M 0.02% -2,363 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: 35,952 shares; 2024Q4: 41,212 shares; 2025Q1: 38,287 shares; 2025Q2: 36,049 shares; 2025Q3: 21,844 shares 21,844 $2.14M 0.02% -14,205 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 7,022 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,010 shares 7,010 $2.12M 0.02% +10 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,633 shares; 2024Q4: 10,530 shares; 2025Q1: 10,307 shares; 2025Q2: 10,307 shares; 2025Q3: 10,186 shares 10,186 $2.12M 0.02% -121 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,710 shares; 2024Q4: 6,678 shares; 2025Q1: 6,574 shares; 2025Q2: 6,726 shares; 2025Q3: 6,663 shares 6,663 $2.07M 0.02% -63 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN 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: 16,836 shares; 2025Q1: 22,636 shares; 2025Q2: 22,636 shares; 2025Q3: 22,636 shares 22,636 $2.06M 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,863 shares; 2024Q4: 34,926 shares; 2025Q1: 34,589 shares; 2025Q2: 34,414 shares; 2025Q3: 34,230 shares 34,230 $2.04M 0.02% -184 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: 8,193 shares; 2024Q4: 7,698 shares; 2025Q1: 7,133 shares; 2025Q2: 6,379 shares; 2025Q3: 5,832 shares 5,832 $2.02M 0.02% -547 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,074 shares; 2024Q4: 60,274 shares; 2025Q1: 61,283 shares; 2025Q2: 66,905 shares; 2025Q3: 8,375 shares 8,375 $1.95M 0.02% -58,530 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: 139,671 shares; 2024Q4: 21,269 shares; 2025Q1: 18,012 shares; 2025Q2: 15,955 shares; 2025Q3: 15,686 shares 15,686 $1.89M 0.02% -269 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 10,461 shares; 2025Q1: 10,461 shares; 2025Q2: 10,695 shares; 2025Q3: 12,669 shares 12,669 $1.88M 0.02% +1,974 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: 88,626 shares; 2024Q4: 71,249 shares; 2025Q1: 56,954 shares; 2025Q2: 55,378 shares; 2025Q3: 49,783 shares 49,783 $1.83M 0.02% -5,595 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,478 shares; 2024Q4: 12,748 shares; 2025Q1: 12,754 shares; 2025Q2: 22,925 shares; 2025Q3: 20,376 shares 20,376 $1.81M 0.02% -2,549 Timeline IJK 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: 13,824 shares; 2024Q4: 15,311 shares; 2025Q1: 15,908 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares 18,700 $1.8M 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,767 shares; 2024Q4: 13,940 shares; 2025Q1: 13,940 shares; 2025Q2: 13,940 shares; 2025Q3: 13,940 shares 13,940 $1.77M 0.02% 0 Timeline VOE 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: 7,812 shares; 2024Q4: 10,472 shares; 2025Q1: 10,490 shares; 2025Q2: 10,099 shares; 2025Q3: 10,021 shares 10,021 $1.76M 0.02% -78 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,466 shares; 2024Q4: 12,490 shares; 2025Q1: 7,134 shares; 2025Q2: 7,411 shares; 2025Q3: 7,411 shares 7,411 $1.74M 0.02% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,104 shares; 2024Q4: 17,844 shares; 2025Q1: 14,933 shares; 2025Q2: 14,933 shares; 2025Q3: 14,933 shares 14,933 $1.74M 0.02% 0 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: 89,034 shares; 2024Q4: 81,053 shares; 2025Q1: 68,351 shares; 2025Q2: 71,033 shares; 2025Q3: 61,033 shares 61,033 $1.74M 0.02% -10,000 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,939 shares; 2024Q4: 32,339 shares; 2025Q1: 32,339 shares; 2025Q2: 21,811 shares; 2025Q3: 21,811 shares 21,811 $1.72M 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: 4,150 shares; 2024Q4: 4,091 shares; 2025Q1: 4,086 shares; 2025Q2: 4,466 shares; 2025Q3: 4,627 shares 4,627 $1.71M 0.02% +161 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,888 shares; 2024Q4: 13,056 shares; 2025Q1: 13,056 shares; 2025Q2: 12,998 shares; 2025Q3: 12,936 shares 12,936 $1.7M 0.02% -62 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,081 shares; 2024Q4: 29,290 shares; 2025Q1: 23,459 shares; 2025Q2: 20,348 shares; 2025Q3: 19,463 shares 19,463 $1.69M 0.02% -885 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 12,167 shares; 2025Q1: 12,437 shares; 2025Q2: 11,942 shares; 2025Q3: 11,515 shares 11,515 $1.69M 0.02% -427 Timeline VTHR 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: 5,549 shares; 2024Q4: 5,659 shares; 2025Q1: 5,659 shares; 2025Q2: 5,659 shares; 2025Q3: 5,660 shares 5,660 $1.67M 0.02% +1 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,727 shares; 2024Q4: 11,090 shares; 2025Q1: 10,885 shares; 2025Q2: 10,813 shares; 2025Q3: 10,930 shares 10,930 $1.64M 0.02% +117 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,466 shares; 2024Q4: 45,083 shares; 2025Q1: 46,083 shares; 2025Q2: 47,237 shares; 2025Q3: 8,337 shares 8,337 $1.62M 0.02% -38,900 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: 7,340 shares; 2024Q4: 7,004 shares; 2025Q1: 7,004 shares; 2025Q2: 7,004 shares; 2025Q3: 7,004 shares 7,004 $1.61M 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,603 shares; 2024Q4: 18,960 shares; 2025Q1: 19,083 shares; 2025Q2: 18,863 shares; 2025Q3: 18,897 shares 18,897 $1.58M 0.02% +34 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,521 shares; 2024Q4: 117,521 shares; 2025Q1: 117,521 shares; 2025Q2: 100,514 shares; 2025Q3: 100,514 shares 100,514 $1.57M 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,432 shares; 2024Q4: 14,518 shares; 2025Q1: 14,422 shares; 2025Q2: 14,422 shares; 2025Q3: 14,641 shares 14,641 $1.56M 0.02% +219 Timeline IGIB 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: 33,515 shares; 2024Q4: 33,515 shares; 2025Q1: 29,854 shares; 2025Q2: 28,881 shares; 2025Q3: 28,757 shares 28,757 $1.55M 0.02% -124 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: 58,961 shares; 2024Q4: 59,394 shares; 2025Q1: 59,021 shares; 2025Q2: 59,789 shares; 2025Q3: 56,941 shares 56,941 $1.54M 0.02% -2,848 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: 8,508 shares; 2024Q4: 8,649 shares; 2025Q1: 8,124 shares; 2025Q2: 9,274 shares; 2025Q3: 7,945 shares 7,945 $1.53M 0.02% -1,329 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,601 shares; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 10,329 shares; 2025Q3: 10,329 shares 10,329 $1.48M 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,681 shares; 2024Q4: 23,382 shares; 2025Q1: 23,792 shares; 2025Q2: 24,094 shares; 2025Q3: 23,294 shares 23,294 $1.48M 0.02% -800 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: 27,816 shares; 2024Q4: 27,936 shares; 2025Q1: 26,399 shares; 2025Q2: 26,399 shares; 2025Q3: 27,356 shares 27,356 $1.47M 0.02% +957 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,407 shares; 2024Q4: 10,399 shares; 2025Q1: 10,400 shares; 2025Q2: 10,291 shares; 2025Q3: 10,294 shares 10,294 $1.47M 0.02% +3 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,892 shares; 2024Q4: 10,412 shares; 2025Q1: 9,892 shares; 2025Q2: 9,892 shares; 2025Q3: 10,151 shares 10,151 $1.45M 0.02% +259 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,657 shares; 2025Q1: 3,715 shares; 2025Q2: 3,017 shares; 2025Q3: 2,877 shares 2,877 $1.45M 0.02% -140 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: 5,352 shares; 2024Q4: 5,323 shares; 2025Q1: 5,284 shares; 2025Q2: 5,336 shares; 2025Q3: 5,293 shares 5,293 $1.44M 0.02% -43 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: 31,201 shares; 2024Q4: 31,201 shares; 2025Q1: 31,201 shares; 2025Q2: 31,201 shares; 2025Q3: 31,201 shares 31,201 $1.43M 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,159 shares; 2024Q4: 5,977 shares; 2025Q1: 5,879 shares; 2025Q2: 5,979 shares; 2025Q3: 6,083 shares 6,083 $1.4M 0.02% +104 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,909 shares; 2024Q4: 26,316 shares; 2025Q1: 22,778 shares; 2025Q2: 22,778 shares; 2025Q3: 23,076 shares 23,076 $1.38M 0.02% +298 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: 13,187 shares; 2024Q4: 12,831 shares; 2025Q1: 12,670 shares; 2025Q2: 11,948 shares; 2025Q3: 12,186 shares 12,186 $1.37M 0.02% +238 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,730 shares; 2025Q1: 13,230 shares; 2025Q2: 13,230 shares; 2025Q3: 13,192 shares 13,192 $1.36M 0.02% -38 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: 9,832 shares; 2024Q4: 9,882 shares; 2025Q1: 9,778 shares; 2025Q2: 9,539 shares; 2025Q3: 9,342 shares 9,342 $1.35M 0.02% -197 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,852 shares; 2024Q4: 14,759 shares; 2025Q1: 14,694 shares; 2025Q2: 14,666 shares; 2025Q3: 14,666 shares 14,666 $1.34M 0.02% 0 Timeline DGS 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: 35,452 shares; 2024Q4: 34,949 shares; 2025Q1: 33,878 shares; 2025Q2: 23,841 shares; 2025Q3: 23,394 shares 23,394 $1.34M 0.02% -447 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,041 shares; 2024Q4: 11,891 shares; 2025Q1: 11,484 shares; 2025Q2: 10,922 shares; 2025Q3: 10,904 shares 10,904 $1.34M 0.02% -18 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,150 shares; 2024Q4: 29,684 shares; 2025Q1: 30,045 shares; 2025Q2: 30,045 shares; 2025Q3: 30,045 shares 30,045 $1.31M 0.01% 0 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: 2,106 shares; 2024Q4: 2,124 shares; 2025Q1: 2,136 shares; 2025Q2: 2,136 shares; 2025Q3: 2,178 shares 2,178 $1.3M 0.01% +42 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: 19,584 shares; 2024Q4: 19,584 shares; 2025Q1: 18,651 shares; 2025Q2: 17,017 shares; 2025Q3: 17,017 shares 17,017 $1.27M 0.01% 0 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: 31,076 shares; 2024Q4: 31,076 shares; 2025Q1: 32,326 shares; 2025Q2: 32,326 shares; 2025Q3: 32,326 shares 32,326 $1.24M 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,420 shares; 2024Q4: 10,871 shares; 2025Q1: 10,941 shares; 2025Q2: 11,000 shares; 2025Q3: 12,728 shares 12,728 $1.23M 0.01% +1,728 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,305 shares; 2024Q4: 10,255 shares; 2025Q1: 9,855 shares; 2025Q2: 9,843 shares; 2025Q3: 9,783 shares 9,783 $1.23M 0.01% -60 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,046 shares; 2024Q4: 18,052 shares; 2025Q1: 17,890 shares; 2025Q2: 17,872 shares; 2025Q3: 10,242 shares 10,242 $1.22M 0.01% -7,630 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,946 shares; 2024Q4: 9,618 shares; 2025Q1: 9,281 shares; 2025Q2: 8,926 shares; 2025Q3: 8,525 shares 8,525 $1.2M 0.01% -401 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,232 shares; 2024Q4: 13,623 shares; 2025Q1: 13,282 shares; 2025Q2: 12,276 shares; 2025Q3: 12,276 shares 12,276 $1.2M 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 15,399 shares; 2025Q1: 15,399 shares; 2025Q2: 14,514 shares; 2025Q3: 14,514 shares 14,514 $1.17M 0.01% 0 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,829 shares; 2024Q4: 8,871 shares; 2025Q1: 8,910 shares; 2025Q2: 8,953 shares; 2025Q3: 8,986 shares 8,986 $1.16M 0.01% +33 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: 2,759 shares; 2024Q4: 2,632 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,667 shares 2,667 $1.15M 0.01% +24 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: 15,608 shares; 2024Q4: 15,413 shares; 2025Q1: 15,308 shares; 2025Q2: 15,093 shares; 2025Q3: 13,723 shares 13,723 $1.13M 0.01% -1,370 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,008 shares; 2024Q4: 15,478 shares; 2025Q1: 15,478 shares; 2025Q2: 15,478 shares; 2025Q3: 15,478 shares 15,478 $1.13M 0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,300 shares; 2024Q4: 32,723 shares; 2025Q1: 30,300 shares; 2025Q2: 30,300 shares; 2025Q3: 30,300 shares 30,300 $1.12M 0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,915 shares; 2024Q4: 34,165 shares; 2025Q1: 32,915 shares; 2025Q2: 32,915 shares; 2025Q3: 32,915 shares 32,915 $1.11M 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,241 shares; 2024Q4: 4,453 shares; 2025Q1: 4,338 shares; 2025Q2: 4,387 shares; 2025Q3: 4,426 shares 4,426 $1.1M 0.01% +39 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,411 shares; 2024Q4: 7,422 shares; 2025Q1: 7,298 shares; 2025Q2: 7,263 shares; 2025Q3: 7,112 shares 7,112 $1.1M 0.01% -151 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,481 shares; 2024Q4: 21,481 shares; 2025Q1: 21,481 shares; 2025Q2: 21,481 shares; 2025Q3: 21,481 shares 21,481 $1.09M 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,707 shares; 2024Q4: 6,301 shares; 2025Q1: 6,041 shares; 2025Q2: 6,013 shares; 2025Q3: 5,520 shares 5,520 $1.07M 0.01% -493 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: 4,370 shares; 2024Q4: 4,370 shares; 2025Q1: 4,355 shares; 2025Q2: 4,355 shares; 2025Q3: 4,355 shares 4,355 $1.07M 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 6,003 shares; 2025Q1: 6,007 shares; 2025Q2: 5,847 shares; 2025Q3: 3,929 shares 3,929 $1.06M 0.01% -1,918 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,481 shares; 2024Q4: 112,242 shares; 2025Q1: 107,887 shares; 2025Q2: 93,821 shares; 2025Q3: 91,305 shares 91,305 $1.05M 0.01% -2,516 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: 14,200 shares; 2025Q1: 14,200 shares; 2025Q2: 14,200 shares; 2025Q3: 14,200 shares 14,200 $1.05M 0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares 1,102 $1.04M 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,136 shares; 2024Q4: 12,909 shares; 2025Q1: 12,668 shares; 2025Q2: 11,471 shares; 2025Q3: 11,312 shares 11,312 $1.04M 0.01% -159 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 9,544 shares; 2025Q1: 9,544 shares; 2025Q2: 9,320 shares; 2025Q3: 9,320 shares 9,320 $1.03M 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 3,021 shares; 2025Q1: 2,821 shares; 2025Q2: 2,881 shares; 2025Q3: 3,497 shares 3,497 $1.03M 0.01% +616 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,669 shares; 2025Q1: 1,575 shares; 2025Q2: 1,698 shares; 2025Q3: 1,618 shares 1,618 $1.02M 0.01% -80 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,844 shares; 2024Q4: 19,562 shares; 2025Q1: 20,283 shares; 2025Q2: 20,774 shares; 2025Q3: 3,599 shares 3,599 $1.02M 0.01% -17,175 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: 7,267 shares; 2024Q4: 7,191 shares; 2025Q1: 7,228 shares; 2025Q2: 7,193 shares; 2025Q3: 7,193 shares 7,193 $1M 0.01% 0 Timeline PFF 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: 32,254 shares; 2024Q4: 32,254 shares; 2025Q1: 31,775 shares; 2025Q2: 31,775 shares; 2025Q3: 31,525 shares 31,525 $1M 0.01% -250 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,810 shares; 2024Q4: 11,809 shares; 2025Q1: 11,809 shares; 2025Q2: 13,582 shares; 2025Q3: 13,582 shares 13,582 $990K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 651 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 761 shares 761 $981K 0.01% -5 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: 4,257 shares; 2024Q4: 4,002 shares; 2025Q1: 5,194 shares; 2025Q2: 3,944 shares; 2025Q3: 4,514 shares 4,514 $957K 0.01% +570 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,328 shares; 2024Q4: 43,328 shares; 2025Q1: 43,328 shares; 2025Q2: 47,489 shares; 2025Q3: 43,328 shares 43,328 $940K 0.01% -4,161 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,491 shares; 2024Q4: 42,491 shares; 2025Q1: 42,491 shares; 2025Q2: 42,491 shares; 2025Q3: 42,491 shares 42,491 $932K 0.01% 0 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: 24,813 shares; 2024Q4: 23,243 shares; 2025Q1: 22,471 shares; 2025Q2: 17,521 shares; 2025Q3: 18,311 shares 18,311 $927K 0.01% +790 Timeline NOBL 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: 8,910 shares; 2024Q4: 8,910 shares; 2025Q1: 8,910 shares; 2025Q2: 8,910 shares; 2025Q3: 8,910 shares 8,910 $925K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,756 shares; 2024Q4: 7,054 shares; 2025Q1: 7,026 shares; 2025Q2: 7,089 shares; 2025Q3: 7,089 shares 7,089 $922K 0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 1,395 shares; 2025Q1: 5,470 shares; 2025Q2: 38,995 shares; 2025Q3: 38,545 shares 38,545 $918K 0.01% -450 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 21,979 shares; 2025Q3: 20,565 shares 20,565 $911K 0.01% -1,414 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,030 shares; 2024Q4: 32,030 shares; 2025Q1: 32,030 shares; 2025Q2: 31,095 shares; 2025Q3: 31,095 shares 31,095 $910K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,227 shares; 2024Q4: 60,227 shares; 2025Q1: 58,131 shares; 2025Q2: 54,029 shares; 2025Q3: 26,631 shares 26,631 $899K 0.01% -27,398 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,886 shares; 2025Q1: 1,815 shares; 2025Q2: 1,798 shares; 2025Q3: 1,851 shares 1,851 $898K 0.01% +53 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,208 shares; 2024Q4: 103,293 shares; 2025Q1: 70,388 shares; 2025Q2: 65,444 shares; 2025Q3: 61,479 shares 61,479 $896K 0.01% -3,965 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,167 shares; 2024Q4: 20,309 shares; 2025Q1: 20,309 shares; 2025Q2: 20,309 shares; 2025Q3: 20,309 shares 20,309 $896K 0.01% 0 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: 12,642 shares; 2024Q4: 12,359 shares; 2025Q1: 11,388 shares; 2025Q2: 10,977 shares; 2025Q3: 10,977 shares 10,977 $893K 0.01% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,047 shares; 2024Q4: 8,057 shares; 2025Q1: 10,056 shares; 2025Q2: 11,811 shares; 2025Q3: 11,877 shares 11,877 $887K 0.01% +66 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: 1,048 shares; 2024Q4: 11,733 shares; 2025Q1: 11,743 shares; 2025Q2: 11,751 shares; 2025Q3: 11,213 shares 11,213 $871K 0.01% -538 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,292 shares; 2025Q1: 3,267 shares; 2025Q2: 3,290 shares; 2025Q3: 3,360 shares 3,360 $868K 0.01% +70 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,896 shares; 2025Q1: 1,876 shares; 2025Q2: 1,979 shares; 2025Q3: 2,456 shares 2,456 $858K 0.01% +477 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,840 shares; 2025Q1: 3,764 shares; 2025Q2: 4,228 shares; 2025Q3: 4,228 shares 4,228 $857K 0.01% 0 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: 1,481 shares; 2024Q4: 1,337 shares; 2025Q1: 1,332 shares; 2025Q2: 4,298 shares; 2025Q3: 4,512 shares 4,512 $847K 0.01% +214 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,603 shares; 2025Q1: 2,688 shares; 2025Q2: 2,233 shares; 2025Q3: 1,695 shares 1,695 $847K 0.01% -538 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,500 shares; 2024Q4: 123,500 shares; 2025Q1: 123,500 shares; 2025Q2: 123,500 shares; 2025Q3: 138,500 shares 138,500 $845K 0.01% +15,000 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 123 shares; 2025Q2: 116 shares; 2025Q3: 103 shares 103 $842K 0.01% -13 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,634 shares; 2024Q4: 5,961 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 5,933 shares 5,933 $840K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,438 shares; 2024Q4: 11,405 shares; 2025Q1: 11,405 shares; 2025Q2: 11,405 shares; 2025Q3: 11,400 shares 11,400 $832K 0.01% -5 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,187 shares; 2024Q4: 5,312 shares; 2025Q1: 3,313 shares; 2025Q2: 6,613 shares; 2025Q3: 6,435 shares 6,435 $821K 0.01% -178 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 957 shares; 2025Q1: 1,027 shares; 2025Q2: 1,040 shares; 2025Q3: 1,051 shares 1,051 $818K 0.01% +11 Timeline NUEM 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: 22,244 shares; 2024Q4: 22,244 shares; 2025Q1: 22,244 shares; 2025Q2: 22,244 shares; 2025Q3: 22,244 shares 22,244 $806K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 4,802 shares; 2025Q1: 4,802 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares 4,802 $793K 0.01% 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: 30,390 shares; 2024Q4: 17,343 shares; 2025Q1: 12,991 shares; 2025Q2: 11,902 shares; 2025Q3: 10,185 shares 10,185 $789K 0.01% -1,717 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,532 shares; 2024Q4: 6,379 shares; 2025Q1: 6,379 shares; 2025Q2: 6,570 shares; 2025Q3: 6,222 shares 6,222 $783K 0.01% -348 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 3,061 shares; 2025Q1: 2,947 shares; 2025Q2: 5,295 shares; 2025Q3: 5,295 shares 5,295 $776K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,091 shares; 2024Q4: 11,217 shares; 2025Q1: 11,300 shares; 2025Q2: 10,905 shares; 2025Q3: 10,822 shares 10,822 $771K 0.01% -83 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 3,699 shares; 2025Q1: 3,699 shares; 2025Q2: 3,688 shares; 2025Q3: 3,812 shares 3,812 $763K 0.01% +124 Timeline IUSV 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: 7,365 shares; 2024Q4: 7,498 shares; 2025Q1: 7,498 shares; 2025Q2: 7,498 shares; 2025Q3: 7,498 shares 7,498 $754K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,229 shares; 2024Q4: 10,214 shares; 2025Q1: 7,080 shares; 2025Q2: 7,080 shares; 2025Q3: 7,080 shares 7,080 $753K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,585 shares; 2024Q4: 4,518 shares; 2025Q1: 4,818 shares; 2025Q2: 4,818 shares; 2025Q3: 4,818 shares 4,818 $745K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 7,999 shares; 2025Q1: 6,453 shares; 2025Q2: 6,353 shares; 2025Q3: 6,014 shares 6,014 $743K 0.01% -339 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,916 shares; 2024Q4: 4,482 shares; 2025Q1: 4,626 shares; 2025Q2: 4,520 shares; 2025Q3: 4,557 shares 4,557 $741K 0.01% +37 Timeline EEMV 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: 3,271 shares; 2024Q4: 11,447 shares; 2025Q1: 11,447 shares; 2025Q2: 11,547 shares; 2025Q3: 11,547 shares 11,547 $738K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 6,163 shares; 2025Q1: 5,143 shares; 2025Q2: 4,889 shares; 2025Q3: 4,885 shares 4,885 $736K 0.01% -4 Timeline IBB 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: 6,154 shares; 2024Q4: 6,139 shares; 2025Q1: 6,053 shares; 2025Q2: 5,609 shares; 2025Q3: 4,840 shares 4,840 $731K 0.01% -769 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,913 shares; 2024Q4: 29,913 shares; 2025Q1: 29,913 shares; 2025Q2: 29,913 shares; 2025Q3: 29,057 shares 29,057 $729K 0.01% -856 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: 12,679 shares; 2024Q4: 9,969 shares; 2025Q1: 7,687 shares; 2025Q2: 7,687 shares; 2025Q3: 7,696 shares 7,696 $729K 0.01% +9 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: 16,136 shares; 2024Q4: 16,136 shares; 2025Q1: 17,070 shares; 2025Q2: 17,070 shares; 2025Q3: 16,548 shares 16,548 $729K 0.01% -522 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,139 shares; 2024Q4: 13,682 shares; 2025Q1: 13,682 shares; 2025Q2: 13,682 shares; 2025Q3: 13,682 shares 13,682 $718K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 3,537 shares; 2025Q1: 3,871 shares; 2025Q2: 3,991 shares; 2025Q3: 4,033 shares 4,033 $711K 0.01% +42 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,918 shares; 2024Q4: 6,944 shares; 2025Q1: 6,647 shares; 2025Q2: 6,531 shares; 2025Q3: 6,560 shares 6,560 $703K 0.01% +29 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,548 shares; 2024Q4: 17,548 shares; 2025Q1: 17,548 shares; 2025Q2: 17,548 shares; 2025Q3: 17,548 shares 17,548 $695K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,051 shares; 2024Q4: 12,009 shares; 2025Q1: 12,009 shares; 2025Q2: 7,138 shares; 2025Q3: 6,569 shares 6,569 $686K 0.01% -569 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,532 shares; 2024Q4: 9,610 shares; 2025Q1: 9,332 shares; 2025Q2: 9,234 shares; 2025Q3: 9,431 shares 9,431 $682K 0.01% +197 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,600 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 4,661 shares 4,661 $678K 0.01% +2,125 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 5,106 shares; 2025Q1: 4,633 shares; 2025Q2: 4,633 shares; 2025Q3: 4,698 shares 4,698 $677K 0.01% +65 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,168 shares; 2024Q4: 36,958 shares; 2025Q1: 35,771 shares; 2025Q2: 34,757 shares; 2025Q3: 19,979 shares 19,979 $676K 0.01% -14,778 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,909 shares 1,909 $674K 0.01% 0 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: 2,693 shares; 2024Q4: 2,727 shares; 2025Q1: 2,619 shares; 2025Q2: 2,659 shares; 2025Q3: 2,742 shares 2,742 $664K 0.01% +83 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,464 shares; 2024Q4: 6,464 shares; 2025Q1: 5,039 shares; 2025Q2: 5,039 shares; 2025Q3: 5,039 shares 5,039 $661K 0.01% 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: 9,407 shares; 2024Q4: 9,420 shares; 2025Q1: 9,420 shares; 2025Q2: 8,506 shares; 2025Q3: 8,498 shares 8,498 $655K 0.01% -8 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: 14,917 shares; 2024Q4: 14,917 shares; 2025Q1: 14,917 shares; 2025Q2: 14,917 shares; 2025Q3: 14,917 shares 14,917 $650K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 9,432 shares; 2025Q1: 9,576 shares; 2025Q2: 9,576 shares; 2025Q3: 9,641 shares 9,641 $648K 0.01% +65 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $643K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,334 shares; 2024Q4: 25,162 shares; 2025Q1: 21,456 shares; 2025Q2: 19,038 shares; 2025Q3: 15,255 shares 15,255 $642K 0.01% -3,783 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 2,045 shares; 2025Q1: 1,924 shares; 2025Q2: 1,820 shares; 2025Q3: 1,526 shares 1,526 $615K 0.01% -294 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,191 shares; 2024Q4: 8,974 shares; 2025Q1: 7,474 shares; 2025Q2: 7,474 shares; 2025Q3: 7,474 shares 7,474 $614K 0.01% 0 Timeline IOO 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $607K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,523 shares; 2025Q3: 9,523 shares 9,523 $604K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 3,200 shares; 2025Q1: 3,107 shares; 2025Q2: 4,323 shares; 2025Q3: 4,516 shares 4,516 $601K 0.01% +193 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,844 shares; 2024Q4: 6,101 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 6,157 shares 6,157 $599K 0.01% +61 Timeline GUNR 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: 6,628 shares; 2024Q4: 6,628 shares; 2025Q1: 6,628 shares; 2025Q2: 13,354 shares; 2025Q3: 13,354 shares 13,354 $586K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,035 shares; 2024Q4: 11,157 shares; 2025Q1: 11,293 shares; 2025Q2: 11,830 shares; 2025Q3: 12,130 shares 12,130 $583K 0.01% +300 Timeline GDX 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: 12,029 shares; 2024Q4: 6,759 shares; 2025Q1: 6,759 shares; 2025Q2: 7,476 shares; 2025Q3: 7,476 shares 7,476 $576K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 2,916 shares; 2025Q1: 3,126 shares; 2025Q2: 3,076 shares; 2025Q3: 3,076 shares 3,076 $565K 0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,709 shares; 2024Q4: 18,197 shares; 2025Q1: 1,561 shares; 2025Q2: 1,518 shares; 2025Q3: 1,324 shares 1,324 $565K 0.01% -194 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,736 shares; 2025Q1: 2,738 shares; 2025Q2: 2,740 shares; 2025Q3: 2,742 shares 2,742 $564K 0.01% +2 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares 11,300 $562K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,690 shares; 2025Q1: 3,628 shares; 2025Q2: 3,568 shares; 2025Q3: 3,206 shares 3,206 $561K 0.01% -362 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 4,540 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares 4,350 $561K 0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,374 shares; 2024Q4: 22,094 shares; 2025Q1: 19,288 shares; 2025Q2: 13,527 shares; 2025Q3: 13,433 shares 13,433 $556K 0.01% -94 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,523 shares; 2025Q3: 8,523 shares 8,523 $550K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,061 shares; 2024Q4: 8,215 shares; 2025Q1: 7,998 shares; 2025Q2: 8,177 shares; 2025Q3: 8,489 shares 8,489 $547K 0.01% +312 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,776 shares; 2024Q4: 24,695 shares; 2025Q1: 21,310 shares; 2025Q2: 20,794 shares; 2025Q3: 20,394 shares 20,394 $543K 0.01% -400 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,463 shares; 2024Q4: 13,393 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 2,797 shares 2,797 $540K 0.01% -346 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,475 shares; 2025Q1: 3,785 shares; 2025Q2: 3,581 shares; 2025Q3: 4,030 shares 4,030 $538K 0.01% +449 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,535 shares; 2024Q4: 15,535 shares; 2025Q1: 15,535 shares; 2025Q2: 15,285 shares; 2025Q3: 14,364 shares 14,364 $538K 0.01% -921 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,231 shares; 2025Q1: 2,231 shares; 2025Q2: 2,506 shares; 2025Q3: 2,669 shares 2,669 $536K 0.01% +163 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 545 shares; 2025Q1: 6,465 shares; 2025Q2: 6,450 shares; 2025Q3: 6,562 shares 6,562 $530K 0.01% +112 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,483 shares; 2024Q4: 6,609 shares; 2025Q1: 6,520 shares; 2025Q2: 5,645 shares; 2025Q3: 5,742 shares 5,742 $529K 0.01% +97 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: 4,331 shares; 2024Q4: 4,202 shares; 2025Q1: 4,168 shares; 2025Q2: 4,407 shares; 2025Q3: 3,021 shares 3,021 $529K 0.01% -1,386 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 122 shares; 2025Q1: 124 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125 $527K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 2,669 shares; 2025Q1: 2,659 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares 2,725 $520K 0.01% 0 Timeline SUSB 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: 16,811 shares; 2024Q4: 16,811 shares; 2025Q1: 20,261 shares; 2025Q2: 20,261 shares; 2025Q3: 20,261 shares 20,261 $511K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,231 shares; 2024Q4: 14,108 shares; 2025Q1: 12,934 shares; 2025Q2: 12,054 shares; 2025Q3: 11,126 shares 11,126 $506K 0.01% -928 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,224 shares; 2024Q4: 7,274 shares; 2025Q1: 7,254 shares; 2025Q2: 6,437 shares; 2025Q3: 6,437 shares 6,437 $502K 0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 4,545 shares; 2025Q1: 4,545 shares; 2025Q2: 1,937 shares; 2025Q3: 1,937 shares 1,937 $499K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 7,354 shares; 2025Q1: 7,182 shares; 2025Q2: 7,182 shares; 2025Q3: 7,125 shares 7,125 $497K 0.01% -57 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,195 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares 1,154 $496K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,456 shares; 2024Q4: 6,181 shares; 2025Q1: 6,531 shares; 2025Q2: 6,362 shares; 2025Q3: 5,878 shares 5,878 $469K 0.01% -484 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,189 shares; 2024Q4: 9,189 shares; 2025Q1: 9,189 shares; 2025Q2: 9,189 shares; 2025Q3: 9,689 shares 9,689 $465K 0.01% +500 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,339 shares; 2025Q1: 3,185 shares; 2025Q2: 3,110 shares; 2025Q3: 2,628 shares 2,628 $456K 0.01% -482 Timeline VMBS 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: 9,061 shares; 2024Q4: 9,061 shares; 2025Q1: 9,061 shares; 2025Q2: 9,061 shares; 2025Q3: 9,686 shares 9,686 $455K 0.01% +625 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 965 shares 965 $453K 0.01% +211 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,984 shares; 2024Q4: 11,901 shares; 2025Q1: 6,613 shares; 2025Q2: 6,952 shares; 2025Q3: 6,408 shares 6,408 $452K 0.01% -544 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,860 shares; 2024Q4: 21,762 shares; 2025Q1: 18,377 shares; 2025Q2: 18,177 shares; 2025Q3: 18,337 shares 18,337 $448K 0.01% +160 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 9,208 shares; 2025Q1: 9,208 shares; 2025Q2: 9,208 shares; 2025Q3: 9,208 shares 9,208 $447K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,772 shares; 2024Q4: 9,772 shares; 2025Q1: 9,772 shares; 2025Q2: 9,772 shares; 2025Q3: 9,897 shares 9,897 $440K 0.01% +125 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,009 shares; 2025Q2: 14,009 shares; 2025Q3: 14,009 shares 14,009 $439K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,666 shares; 2025Q1: 2,666 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares 2,666 $436K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,220 shares; 2024Q4: 18,856 shares; 2025Q1: 17,299 shares; 2025Q2: 17,581 shares; 2025Q3: 17,238 shares 17,238 $433K <0.01% -343 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,617 shares; 2024Q4: 25,617 shares; 2025Q1: 25,617 shares; 2025Q2: 25,617 shares; 2025Q3: 25,717 shares 25,717 $432K <0.01% +100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 1,181 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 3,559 shares 3,559 $430K <0.01% +2,378 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,494 shares 1,494 $425K <0.01% +53 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 862 shares; 2025Q1: 804 shares; 2025Q2: 861 shares; 2025Q3: 861 shares 861 $424K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,567 shares; 2024Q4: 15,709 shares; 2025Q1: 14,900 shares; 2025Q2: 8,553 shares; 2025Q3: 8,353 shares 8,353 $421K <0.01% -200 Timeline WELLS FARGO & CO 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: 261 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 337 shares 337 $420K <0.01% +23 MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,146 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares 2,159 $420K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,811 shares 2,811 $413K <0.01% +1 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,295 shares 2,295 $413K <0.01% +170 Timeline SHY 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: 3,950 shares; 2024Q4: 5,395 shares; 2025Q1: 4,970 shares; 2025Q2: 4,970 shares; 2025Q3: 4,970 shares 4,970 $411K <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 3,884 shares; 2025Q1: 3,884 shares; 2025Q2: 3,884 shares; 2025Q3: 3,939 shares 3,939 $406K <0.01% +55 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,367 shares 1,367 $405K <0.01% +1 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: 6,393 shares; 2024Q4: 6,393 shares; 2025Q1: 5,059 shares; 2025Q2: 5,059 shares; 2025Q3: 3,764 shares 3,764 $402K <0.01% -1,295 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,436 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares 1,427 $400K <0.01% 0 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: 3,339 shares; 2024Q4: 3,482 shares; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,510 shares 3,510 $394K <0.01% +28 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: 1,624 shares; 2024Q4: 1,626 shares; 2025Q1: 1,808 shares; 2025Q2: 1,288 shares; 2025Q3: 2,087 shares 2,087 $391K <0.01% +799 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,300 shares; 2025Q2: 3,826 shares; 2025Q3: 3,826 shares 3,826 $389K <0.01% 0 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,725 shares; 2024Q4: 8,612 shares; 2025Q1: 8,158 shares; 2025Q2: 9,128 shares; 2025Q3: 9,128 shares 9,128 $387K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,716 shares 1,716 $385K <0.01% +46 Timeline NUMV 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: 12,633 shares; 2024Q4: 12,633 shares; 2025Q1: 12,433 shares; 2025Q2: 12,433 shares; 2025Q3: 9,806 shares 9,806 $382K <0.01% -2,627 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 4,760 shares; 2025Q1: 4,818 shares; 2025Q2: 4,982 shares; 2025Q3: 4,709 shares 4,709 $382K <0.01% -273 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 7,592 shares; 2025Q1: 6,312 shares; 2025Q2: 5,562 shares; 2025Q3: 5,507 shares 5,507 $381K <0.01% -55 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,393 shares; 2025Q1: 2,695 shares; 2025Q2: 2,823 shares; 2025Q3: 2,599 shares 2,599 $380K <0.01% -224 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,237 shares; 2024Q4: 14,567 shares; 2025Q1: 16,424 shares; 2025Q2: 16,212 shares; 2025Q3: 16,212 shares 16,212 $377K <0.01% 0 Timeline EWX 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: 5,766 shares; 2024Q4: 5,766 shares; 2025Q1: 5,766 shares; 2025Q2: 5,528 shares; 2025Q3: 5,528 shares 5,528 $373K <0.01% 0 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: 8,232 shares; 2024Q4: 8,232 shares; 2025Q1: 8,232 shares; 2025Q2: 8,232 shares; 2025Q3: 8,232 shares 8,232 $371K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,243 shares; 2025Q1: 3,050 shares; 2025Q2: 2,974 shares; 2025Q3: 2,974 shares 2,974 $366K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $361K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 2,274 shares; 2025Q3: 2,358 shares 2,358 $359K <0.01% +84 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $357K <0.01% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,750 shares; 2024Q4: 13,750 shares; 2025Q1: 13,750 shares; 2025Q2: 13,750 shares; 2025Q3: 13,750 shares 13,750 $357K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,707 shares; 2024Q4: 10,616 shares; 2025Q1: 10,516 shares; 2025Q2: 10,516 shares; 2025Q3: 10,516 shares 10,516 $357K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,353 shares; 2024Q4: 16,861 shares; 2025Q1: 14,079 shares; 2025Q2: 13,783 shares; 2025Q3: 13,679 shares 13,679 $356K <0.01% -104 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 4,407 shares; 2025Q1: 4,303 shares; 2025Q2: 4,303 shares; 2025Q3: 4,303 shares 4,303 $353K <0.01% 0 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 2,818 shares; 2025Q1: 2,822 shares; 2025Q2: 2,826 shares; 2025Q3: 2,830 shares 2,830 $352K <0.01% +4 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893 shares; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 893 shares 893 $352K <0.01% 0 Timeline FNDX 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: 13,158 shares; 2025Q1: 13,158 shares; 2025Q2: 13,158 shares; 2025Q3: 13,158 shares 13,158 $349K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,529 shares; 2025Q1: 5,419 shares; 2025Q2: 5,932 shares; 2025Q3: 5,932 shares 5,932 $348K <0.01% 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: 1,024 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,038 shares 1,038 $347K <0.01% +14 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,428 shares; 2024Q4: 6,428 shares; 2025Q1: 6,428 shares; 2025Q2: 6,428 shares; 2025Q3: 6,428 shares 6,428 $346K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,267 shares; 2024Q4: 5,267 shares; 2025Q1: 5,267 shares; 2025Q2: 5,267 shares; 2025Q3: 4,849 shares 4,849 $341K <0.01% -418 Timeline OPPE 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: not reported; 2024Q4: 6,885 shares; 2025Q1: 6,885 shares; 2025Q2: 6,885 shares; 2025Q3: 6,885 shares 6,885 $341K <0.01% 0 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: 3,797 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares; 2025Q2: 3,797 shares; 2025Q3: 3,797 shares 3,797 $341K <0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,064 shares; 2024Q4: 19,064 shares; 2025Q1: 17,446 shares; 2025Q2: 17,446 shares; 2025Q3: 17,446 shares 17,446 $340K <0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,385 shares; 2025Q1: 1,447 shares; 2025Q2: 1,406 shares; 2025Q3: 1,285 shares 1,285 $340K <0.01% -121 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,684 shares; 2024Q4: 55,747 shares; 2025Q1: 54,079 shares; 2025Q2: 42,850 shares; 2025Q3: 42,920 shares 42,920 $339K <0.01% +70 Timeline