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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,612 shares; 2024Q4: 408,040 shares; 2025Q1: 400,038 shares; 2025Q2: 410,717 shares 410,717 $180M 11.88% +10,679 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,330 shares; 2024Q4: 689,469 shares; 2025Q1: 729,443 shares; 2025Q2: 753,725 shares 753,725 $133M 8.79% +24,282 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266,384 shares; 2024Q4: 1,295,718 shares; 2025Q1: 1,390,436 shares; 2025Q2: 1,429,066 shares 1,429,066 $81.5M 5.38% +38,630 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465,502 shares; 2024Q4: 1,539,109 shares; 2025Q1: 1,638,539 shares; 2025Q2: 1,700,074 shares 1,700,074 $43.2M 2.85% +61,535 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382,320 shares; 2024Q4: 1,536,141 shares; 2025Q1: 1,678,154 shares; 2025Q2: 1,778,176 shares 1,778,176 $41.5M 2.74% +100,022 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,525 shares; 2024Q4: 80,544 shares; 2025Q1: 82,445 shares; 2025Q2: 82,893 shares 82,893 $41.2M 2.72% +448 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,658 shares; 2024Q4: 177,754 shares; 2025Q1: 177,608 shares; 2025Q2: 180,705 shares 180,705 $37.1M 2.45% +3,097 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,367 shares; 2024Q4: 131,885 shares; 2025Q1: 128,708 shares; 2025Q2: 130,740 shares 130,740 $36M 2.38% +2,032 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287,113 shares; 2024Q4: 1,356,596 shares; 2025Q1: 1,432,132 shares; 2025Q2: 1,474,249 shares 1,474,249 $35.8M 2.36% +42,117 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,896 shares; 2024Q4: 87,947 shares; 2025Q1: 89,055 shares; 2025Q2: 91,969 shares 91,969 $28M 1.84% +2,914 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,055 shares; 2024Q4: 88,699 shares; 2025Q1: 90,115 shares; 2025Q2: 90,420 shares 90,420 $25.3M 1.67% +305 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,531 shares; 2024Q4: 83,692 shares; 2025Q1: 84,665 shares; 2025Q2: 87,098 shares 87,098 $25.3M 1.67% +2,433 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,639 shares; 2024Q4: 709,505 shares; 2025Q1: 799,923 shares; 2025Q2: 853,117 shares 853,117 $25M 1.65% +53,194 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,409 shares; 2024Q4: 128,141 shares; 2025Q1: 266,768 shares; 2025Q2: 267,225 shares 267,225 $24.4M 1.61% +457 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,893 shares; 2024Q4: 100,625 shares; 2025Q1: 101,658 shares; 2025Q2: 100,352 shares 100,352 $23.8M 1.57% -1,306 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,270 shares; 2024Q4: 1,035,657 shares; 2025Q1: 1,029,630 shares; 2025Q2: 970,565 shares 970,565 $23.5M 1.55% -59,065 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,556 shares; 2024Q4: 58,724 shares; 2025Q1: 59,141 shares; 2025Q2: 59,142 shares 59,142 $22.7M 1.5% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,008 shares; 2024Q4: 167,140 shares; 2025Q1: 172,733 shares; 2025Q2: 172,398 shares 172,398 $20.3M 1.34% -335 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736,861 shares; 2024Q4: 485,037 shares; 2025Q1: 588,764 shares; 2025Q2: 630,079 shares 630,079 $18.1M 1.2% +41,315 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,211 shares; 2024Q4: 115,563 shares; 2025Q1: 118,233 shares; 2025Q2: 124,238 shares 124,238 $17.8M 1.17% +6,005 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,313 shares; 2024Q4: 338,374 shares; 2025Q1: 360,698 shares; 2025Q2: 372,657 shares 372,657 $15.9M 1.05% +11,959 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,555 shares; 2024Q4: 31,806 shares; 2025Q1: 31,489 shares; 2025Q2: 31,972 shares 31,972 $15.5M 1.02% +483 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 10,687 shares; 2025Q1: 12,977 shares; 2025Q2: 19,910 shares 19,910 $15.5M 1.02% +6,933 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,170 shares; 2024Q4: 205,391 shares; 2025Q1: 224,770 shares; 2025Q2: 224,053 shares 224,053 $15.1M 0.99% -717 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,671 shares; 2024Q4: 89,712 shares; 2025Q1: 93,629 shares; 2025Q2: 97,737 shares 97,737 $14.9M 0.99% +4,108 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,361 shares; 2024Q4: 115,418 shares; 2025Q1: 119,412 shares; 2025Q2: 148,008 shares 148,008 $14.9M 0.98% +28,596 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,615 shares; 2024Q4: 85,386 shares; 2025Q1: 86,334 shares; 2025Q2: 88,890 shares 88,890 $14.2M 0.93% +2,556 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,293 shares; 2024Q4: 160,955 shares; 2025Q1: 170,399 shares; 2025Q2: 176,885 shares 176,885 $14M 0.92% +6,486 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,552 shares; 2024Q4: 71,584 shares; 2025Q1: 74,093 shares; 2025Q2: 78,179 shares 78,179 $13.9M 0.92% +4,086 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 109,325 shares; 2025Q1: 110,908 shares; 2025Q2: 105,923 shares 105,923 $12.6M 0.83% -4,985 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,862 shares; 2024Q4: 33,359 shares; 2025Q1: 36,457 shares; 2025Q2: 37,555 shares 37,555 $10.9M 0.72% +1,098 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,756 shares; 2024Q4: 60,465 shares; 2025Q1: 79,030 shares; 2025Q2: 82,331 shares 82,331 $10.1M 0.67% +3,301 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,214 shares; 2024Q4: 44,360 shares; 2025Q1: 45,081 shares; 2025Q2: 46,551 shares 46,551 $9.53M 0.63% +1,470 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,449 shares; 2024Q4: 71,602 shares; 2025Q1: 71,181 shares; 2025Q2: 70,424 shares 70,424 $9.39M 0.62% -757 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,164 shares; 2024Q4: 201,106 shares; 2025Q1: 213,275 shares; 2025Q2: 214,658 shares 214,658 $9.29M 0.61% +1,383 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,679 shares; 2025Q2: 147,032 shares 147,032 $8.83M 0.58% +7,353 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,006 shares; 2024Q4: 161,549 shares; 2025Q1: 164,227 shares; 2025Q2: 158,546 shares 158,546 $8.36M 0.55% -5,681 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,088 shares; 2024Q4: 38,350 shares; 2025Q1: 40,829 shares; 2025Q2: 46,375 shares 46,375 $8.17M 0.54% +5,546 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,672 shares; 2024Q4: 107,090 shares; 2025Q1: 111,737 shares; 2025Q2: 112,824 shares 112,824 $7.98M 0.53% +1,087 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,519 shares; 2024Q4: 57,737 shares; 2025Q1: 58,241 shares; 2025Q2: 59,139 shares 59,139 $7.89M 0.52% +898 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,144 shares; 2024Q4: 5,144 shares; 2025Q1: 30,537 shares; 2025Q2: 28,271 shares 28,271 $7.88M 0.52% -2,266 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,575 shares; 2024Q4: 131,154 shares; 2025Q1: 130,629 shares; 2025Q2: 130,726 shares 130,726 $7.68M 0.51% +97 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,053 shares; 2024Q4: 50,913 shares; 2025Q1: 53,176 shares; 2025Q2: 56,261 shares 56,261 $7.58M 0.5% +3,085 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,408 shares; 2024Q4: 70,863 shares; 2025Q1: 67,925 shares; 2025Q2: 67,622 shares 67,622 $7.29M 0.48% -303 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,271 shares; 2024Q4: 60,922 shares; 2025Q1: 61,432 shares; 2025Q2: 65,943 shares 65,943 $7.28M 0.48% +4,511 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,337 shares; 2025Q2: 129,533 shares 129,533 $7.16M 0.47% +10,196 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,601 shares; 2024Q4: 6,574 shares; 2025Q1: 6,558 shares; 2025Q2: 6,579 shares 6,579 $6.51M 0.43% +21 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,605 shares; 2024Q4: 70,868 shares; 2025Q1: 66,381 shares; 2025Q2: 65,401 shares 65,401 $6.39M 0.42% -980 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,892 shares; 2024Q4: 18,101 shares; 2025Q1: 18,608 shares; 2025Q2: 20,368 shares 20,368 $6.35M 0.42% +1,760 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,858 shares; 2024Q4: 29,990 shares; 2025Q1: 30,143 shares; 2025Q2: 31,028 shares 31,028 $6.35M 0.42% +885 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,410 shares; 2024Q4: 163,937 shares; 2025Q1: 175,044 shares; 2025Q2: 175,639 shares 175,639 $6.11M 0.4% +595 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,352 shares; 2024Q4: 16,718 shares; 2025Q1: 16,422 shares; 2025Q2: 16,517 shares 16,517 $6.06M 0.4% +95 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,213 shares; 2025Q1: 3,558 shares; 2025Q2: 43,515 shares 43,515 $5.98M 0.39% +39,957 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,489 shares; 2024Q4: 252,994 shares; 2025Q1: 269,981 shares; 2025Q2: 246,450 shares 246,450 $5.97M 0.39% -23,531 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,367 shares; 2024Q4: 88,253 shares; 2025Q1: 101,502 shares; 2025Q2: 101,477 shares 101,477 $5.87M 0.39% -25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,599 shares; 2024Q4: 111,323 shares; 2025Q1: 119,798 shares; 2025Q2: 122,462 shares 122,462 $5.79M 0.38% +2,664 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: not reported; 2025Q1: 58,261 shares; 2025Q2: 77,705 shares 77,705 $5.45M 0.36% +19,444 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,428 shares; 2024Q4: 125,464 shares; 2025Q1: 129,085 shares; 2025Q2: 139,396 shares 139,396 $5.36M 0.35% +10,311 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,540 shares; 2024Q4: 18,362 shares; 2025Q1: 18,713 shares; 2025Q2: 19,206 shares 19,206 $5.24M 0.35% +493 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,757 shares; 2024Q4: 41,737 shares; 2025Q1: 36,537 shares; 2025Q2: 35,341 shares 35,341 $5.14M 0.34% -1,196 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,388 shares; 2024Q4: 45,044 shares; 2025Q1: 17,684 shares; 2025Q2: 21,534 shares 21,534 $5.14M 0.34% +3,850 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,782 shares; 2024Q4: 96,027 shares; 2025Q1: 92,663 shares; 2025Q2: 92,416 shares 92,416 $4.57M 0.3% -247 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 3,892 shares; 2025Q1: 3,734 shares; 2025Q2: 7,161 shares 7,161 $4.45M 0.29% +3,427 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,138 shares; 2024Q4: 38,484 shares; 2025Q1: 35,213 shares; 2025Q2: 33,243 shares 33,243 $4.39M 0.29% -1,970 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,968 shares; 2024Q4: 23,463 shares; 2025Q1: 23,263 shares; 2025Q2: 23,300 shares 23,300 $4.32M 0.29% +37 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,658 shares; 2024Q4: 36,454 shares; 2025Q1: 35,112 shares; 2025Q2: 34,768 shares 34,768 $4.21M 0.28% -344 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,043 shares; 2024Q4: 5,872 shares; 2025Q1: 6,281 shares; 2025Q2: 6,708 shares 6,708 $4.14M 0.27% +427 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,929 shares; 2024Q4: 136,860 shares; 2025Q1: 136,254 shares; 2025Q2: 131,685 shares 131,685 $4.08M 0.27% -4,569 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,255 shares; 2024Q4: 18,647 shares; 2025Q1: 16,958 shares; 2025Q2: 18,566 shares 18,566 $4.07M 0.27% +1,608 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 7,006 shares; 2025Q1: 7,119 shares; 2025Q2: 7,146 shares 7,146 $3.94M 0.26% +27 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: 5,231 shares; 2025Q1: 5,242 shares; 2025Q2: 5,329 shares 5,329 $3.93M 0.26% +87 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,701 shares; 2024Q4: 76,387 shares; 2025Q1: 91,740 shares; 2025Q2: 103,409 shares 103,409 $3.82M 0.25% +11,669 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,445 shares; 2024Q4: 21,026 shares; 2025Q1: 20,854 shares; 2025Q2: 20,649 shares 20,649 $3.78M 0.25% -205 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,003 shares; 2024Q4: 13,333 shares; 2025Q1: 12,570 shares; 2025Q2: 12,432 shares 12,432 $3.63M 0.24% -138 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,808 shares; 2024Q4: 167,221 shares; 2025Q1: 165,971 shares; 2025Q2: 162,570 shares 162,570 $3.59M 0.24% -3,401 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 5,224 shares; 2025Q1: 5,878 shares; 2025Q2: 6,246 shares 6,246 $3.55M 0.23% +368 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,598 shares; 2024Q4: 21,599 shares; 2025Q1: 27,514 shares; 2025Q2: 33,594 shares 33,594 $3.54M 0.23% +6,080 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,840 shares; 2024Q4: 32,225 shares; 2025Q1: 30,859 shares; 2025Q2: 25,901 shares 25,901 $3.53M 0.23% -4,958 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,782 shares; 2024Q4: 26,292 shares; 2025Q1: 19,310 shares; 2025Q2: 21,426 shares 21,426 $3.53M 0.23% +2,116 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,669 shares; 2024Q4: 17,243 shares; 2025Q1: 18,959 shares; 2025Q2: 21,661 shares 21,661 $3.42M 0.23% +2,702 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,078 shares; 2024Q4: 60,158 shares; 2025Q1: 60,042 shares; 2025Q2: 55,337 shares 55,337 $3.32M 0.22% -4,705 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,955 shares; 2024Q4: 81,400 shares; 2025Q1: 103,693 shares; 2025Q2: 106,213 shares 106,213 $3.24M 0.21% +2,520 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,071 shares; 2024Q4: 71,815 shares; 2025Q1: 68,638 shares; 2025Q2: 69,499 shares 69,499 $3.19M 0.21% +861 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,823 shares; 2024Q4: 35,656 shares; 2025Q1: 33,365 shares; 2025Q2: 33,101 shares 33,101 $3.04M 0.2% -264 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,439 shares; 2024Q4: 14,845 shares; 2025Q1: 13,716 shares; 2025Q2: 13,087 shares 13,087 $2.99M 0.2% -629 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares 4 $2.92M 0.19% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,758 shares; 2024Q4: 104,124 shares; 2025Q1: 104,124 shares; 2025Q2: 104,124 shares 104,124 $2.88M 0.19% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,670 shares; 2024Q4: 74,683 shares; 2025Q1: 78,054 shares; 2025Q2: 26,196 shares 26,196 $2.64M 0.17% -51,858 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,936 shares; 2024Q4: 8,268 shares; 2025Q1: 8,253 shares; 2025Q2: 8,265 shares 8,265 $2.64M 0.17% +12 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,388 shares; 2024Q4: 110,551 shares; 2025Q1: 118,422 shares; 2025Q2: 37,589 shares 37,589 $2.59M 0.17% -80,833 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,838 shares; 2024Q4: 12,751 shares; 2025Q1: 12,696 shares; 2025Q2: 12,626 shares 12,626 $2.49M 0.16% -70 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,480 shares; 2024Q4: 98,232 shares; 2025Q1: 96,257 shares; 2025Q2: 92,253 shares 92,253 $2.47M 0.16% -4,004 ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,939 shares; 2024Q4: 11,124 shares; 2025Q1: 11,189 shares; 2025Q2: 11,270 shares 11,270 $2.46M 0.16% +81 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,616 shares; 2024Q4: 77,909 shares; 2025Q1: 81,909 shares; 2025Q2: 95,929 shares 95,929 $2.44M 0.16% +14,020 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 803 shares; 2025Q1: 863 shares; 2025Q2: 4,135 shares 4,135 $2.34M 0.15% +3,272 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,381 shares; 2024Q4: 65,404 shares; 2025Q1: 76,056 shares; 2025Q2: 91,404 shares 91,404 $2.31M 0.15% +15,348 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,054 shares; 2024Q4: 20,579 shares; 2025Q1: 20,579 shares; 2025Q2: 45,284 shares 45,284 $2.31M 0.15% +24,705 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,300 shares; 2025Q1: 4,163 shares; 2025Q2: 4,030 shares 4,030 $2.26M 0.15% -133 Timeline WCMI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,804 shares 140,804 $2.24M 0.15% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,289 shares; 2024Q4: 16,549 shares; 2025Q1: 16,516 shares; 2025Q2: 16,376 shares 16,376 $2.23M 0.15% -140 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,645 shares; 2024Q4: 7,652 shares; 2025Q1: 7,606 shares; 2025Q2: 7,603 shares 7,603 $2.22M 0.15% -3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,363 shares; 2024Q4: 34,921 shares; 2025Q1: 31,936 shares; 2025Q2: 31,653 shares 31,653 $2.2M 0.14% -283 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 5,707 shares; 2025Q1: 5,711 shares; 2025Q2: 5,810 shares 5,810 $2.06M 0.14% +99 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,306 shares; 2024Q4: 8,303 shares; 2025Q1: 8,477 shares; 2025Q2: 8,377 shares 8,377 $2.01M 0.13% -100 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,598 shares; 2024Q4: 41,790 shares; 2025Q1: 42,370 shares; 2025Q2: 40,858 shares 40,858 $2.01M 0.13% -1,512 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,822 shares; 2024Q4: 39,882 shares; 2025Q1: 39,305 shares; 2025Q2: 38,549 shares 38,549 $2M 0.13% -756 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,999 shares; 2024Q4: 62,504 shares; 2025Q1: 55,986 shares; 2025Q2: 59,515 shares 59,515 $1.99M 0.13% +3,529 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: 15,338 shares; 2025Q1: 15,182 shares; 2025Q2: 15,193 shares 15,193 $1.97M 0.13% +11 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,907 shares; 2024Q4: 71,315 shares; 2025Q1: 71,315 shares; 2025Q2: 77,590 shares 77,590 $1.97M 0.13% +6,275 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,577 shares; 2024Q4: 45,256 shares; 2025Q1: 45,309 shares; 2025Q2: 45,025 shares 45,025 $1.95M 0.13% -284 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,835 shares; 2024Q4: 23,793 shares; 2025Q1: 23,625 shares; 2025Q2: 23,631 shares 23,631 $1.93M 0.13% +6 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 5,208 shares; 2025Q1: 4,830 shares; 2025Q2: 4,918 shares 4,918 $1.91M 0.13% +88 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,828 shares; 2024Q4: 26,591 shares; 2025Q1: 26,426 shares; 2025Q2: 26,146 shares 26,146 $1.9M 0.13% -280 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,251 shares; 2024Q4: 34,175 shares; 2025Q1: 41,307 shares; 2025Q2: 46,341 shares 46,341 $1.83M 0.12% +5,034 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,913 shares; 2025Q2: 17,234 shares 17,234 $1.81M 0.12% -4,679 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,897 shares; 2024Q4: 13,566 shares; 2025Q1: 12,535 shares; 2025Q2: 12,210 shares 12,210 $1.78M 0.12% -325 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,888 shares; 2024Q4: 7,770 shares; 2025Q1: 7,780 shares; 2025Q2: 7,800 shares 7,800 $1.74M 0.11% +20 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,334 shares; 2024Q4: 42,334 shares; 2025Q1: 23,667 shares; 2025Q2: 23,667 shares 23,667 $1.72M 0.11% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,286 shares; 2024Q4: 53,027 shares; 2025Q1: 52,717 shares; 2025Q2: 52,717 shares 52,717 $1.72M 0.11% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,506 shares; 2024Q4: 22,364 shares; 2025Q1: 3,670 shares; 2025Q2: 3,661 shares 3,661 $1.7M 0.11% -9 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,988 shares; 2024Q4: 65,729 shares; 2025Q1: 65,729 shares; 2025Q2: 65,336 shares 65,336 $1.67M 0.11% -393 Timeline FTCS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,695 shares; 2024Q4: 11,517 shares; 2025Q1: 14,027 shares; 2025Q2: 15,774 shares 15,774 $1.43M 0.09% +1,747 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,335 shares; 2025Q1: 4,336 shares; 2025Q2: 4,642 shares 4,642 $1.43M 0.09% +306 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 4,719 shares; 2025Q1: 4,696 shares; 2025Q2: 4,729 shares 4,729 $1.41M 0.09% +33 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,945 shares; 2024Q4: 17,224 shares; 2025Q1: 17,727 shares; 2025Q2: 17,261 shares 17,261 $1.37M 0.09% -466 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,855 shares; 2025Q1: 54,855 shares; 2025Q2: 54,855 shares 54,855 $1.37M 0.09% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,205 shares; 2024Q4: 61,454 shares; 2025Q1: 55,748 shares; 2025Q2: 53,051 shares 53,051 $1.36M 0.09% -2,697 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 3,455 shares; 2025Q1: 3,403 shares; 2025Q2: 3,403 shares 3,403 $1.35M 0.09% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,333 shares; 2025Q1: 67,333 shares; 2025Q2: 43,882 shares 43,882 $1.32M 0.09% -23,451 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 474 shares; 2025Q1: not reported; 2025Q2: 2,984 shares 2,984 $1.31M 0.09% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,404 shares; 2024Q4: 68,404 shares; 2025Q1: 66,710 shares; 2025Q2: 66,710 shares 66,710 $1.31M 0.09% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 12,445 shares; 2025Q1: 9,652 shares; 2025Q2: 49,285 shares 49,285 $1.31M 0.09% +39,633 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,117 shares; 2024Q4: 30,832 shares; 2025Q1: 30,009 shares; 2025Q2: 28,683 shares 28,683 $1.3M 0.09% -1,326 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 2,947 shares; 2025Q1: 3,225 shares; 2025Q2: 3,043 shares 3,043 $1.29M 0.09% -182 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,535 shares; 2024Q4: 23,506 shares; 2025Q1: 27,928 shares; 2025Q2: 31,719 shares 31,719 $1.29M 0.09% +3,791 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,380 shares; 2024Q4: 10,680 shares; 2025Q1: 10,206 shares; 2025Q2: 10,122 shares 10,122 $1.26M 0.08% -84 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,821 shares; 2024Q4: 28,478 shares; 2025Q1: 34,413 shares; 2025Q2: 38,648 shares 38,648 $1.24M 0.08% +4,235 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,396 shares; 2024Q4: 11,813 shares; 2025Q1: 8,711 shares; 2025Q2: 24,001 shares 24,001 $1.22M 0.08% +15,290 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 5,303 shares; 2025Q1: 5,158 shares; 2025Q2: 5,182 shares 5,182 $1.21M 0.08% +24 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,757 shares 53,757 $1.18M 0.08% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 37,664 shares; 2025Q1: 38,816 shares; 2025Q2: 40,291 shares 40,291 $1.18M 0.08% +1,475 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 8,755 shares 8,755 $1.16M 0.08% +4,741 Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,792 shares; 2025Q1: 45,792 shares; 2025Q2: 45,792 shares 45,792 $1.15M 0.08% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,827 shares; 2024Q4: 26,932 shares; 2025Q1: 17,767 shares; 2025Q2: 15,511 shares 15,511 $1.1M 0.07% -2,256 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,047 shares; 2025Q1: 1,041 shares; 2025Q2: 1,044 shares 1,044 $1.1M 0.07% +3 Timeline CLW CLEARWATER PAPER CORP More: the full row for CLEARWATER PAPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,482 shares; 2024Q4: 37,662 shares; 2025Q1: 39,670 shares; 2025Q2: 40,170 shares 40,170 $1.09M 0.07% +500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,970 shares; 2024Q4: 8,763 shares; 2025Q1: 8,767 shares; 2025Q2: 8,691 shares 8,691 $1.07M 0.07% -76 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,689 shares; 2024Q4: 6,490 shares; 2025Q1: 6,590 shares; 2025Q2: 6,659 shares 6,659 $1.06M 0.07% +69 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,485 shares; 2024Q4: 5,459 shares; 2025Q1: 5,459 shares; 2025Q2: 5,459 shares 5,459 $1.05M 0.07% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,938 shares; 2024Q4: 28,075 shares; 2025Q1: 33,973 shares; 2025Q2: 38,384 shares 38,384 $1.04M 0.07% +4,411 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 5,268 shares; 2025Q1: 5,473 shares; 2025Q2: 5,479 shares 5,479 $998K 0.07% +6 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,005 shares; 2024Q4: 12,885 shares; 2025Q1: 10,067 shares; 2025Q2: 10,067 shares 10,067 $900K 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,189 shares; 2024Q4: 9,172 shares; 2025Q1: 9,151 shares; 2025Q2: 10,590 shares 10,590 $898K 0.06% +1,439 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,269 shares; 2024Q4: 13,898 shares; 2025Q1: 13,324 shares; 2025Q2: 13,314 shares 13,314 $898K 0.06% -10 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,295 shares; 2025Q2: 3,318 shares 3,318 $894K 0.06% +23 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,369 shares; 2025Q1: 3,274 shares; 2025Q2: 3,291 shares 3,291 $878K 0.06% +17 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,144 shares; 2024Q4: 16,074 shares; 2025Q1: 16,074 shares; 2025Q2: 16,724 shares 16,724 $876K 0.06% +650 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,232 shares; 2024Q4: 34,284 shares; 2025Q1: 34,290 shares; 2025Q2: 34,210 shares 34,210 $866K 0.06% -80 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,795 shares; 2024Q4: 10,823 shares; 2025Q1: 9,985 shares; 2025Q2: 9,629 shares 9,629 $811K 0.05% -356 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,051 shares; 2024Q4: 9,663 shares; 2025Q1: 8,452 shares; 2025Q2: 7,910 shares 7,910 $798K 0.05% -542 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,159 shares; 2025Q1: 4,123 shares; 2025Q2: 4,087 shares 4,087 $794K 0.05% -36 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,505 shares; 2024Q4: 9,694 shares; 2025Q1: 9,664 shares; 2025Q2: 9,736 shares 9,736 $780K 0.05% +72 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 3,723 shares; 2025Q1: 3,681 shares; 2025Q2: 3,605 shares 3,605 $778K 0.05% -76 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,817 shares; 2024Q4: 32,658 shares; 2025Q1: 38,189 shares; 2025Q2: 43,330 shares 43,330 $771K 0.05% +5,141 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,877 shares; 2025Q1: 2,278 shares; 2025Q2: 2,398 shares 2,398 $762K 0.05% +120 Timeline ATEX ANTERIX INC More: the full row for ANTERIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,545 shares; 2024Q4: 34,633 shares; 2025Q1: 31,888 shares; 2025Q2: 29,058 shares 29,058 $745K 0.05% -2,830 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 553 shares; 2025Q1: 547 shares; 2025Q2: 555 shares 555 $743K 0.05% +8 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,606 shares; 2024Q4: 31,773 shares; 2025Q1: 33,403 shares; 2025Q2: 8,827 shares 8,827 $742K 0.05% -24,576 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 2,031 shares; 2025Q1: 2,051 shares; 2025Q2: 2,069 shares 2,069 $739K 0.05% +18 Timeline RDVY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,362 shares; 2024Q4: 8,759 shares; 2025Q1: 10,417 shares; 2025Q2: 11,756 shares 11,756 $738K 0.05% +1,339 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,949 shares; 2025Q1: 2,686 shares; 2025Q2: 2,488 shares 2,488 $733K 0.05% -198 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,082 shares; 2025Q1: 5,085 shares; 2025Q2: 5,151 shares 5,151 $726K 0.05% +66 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 5,399 shares; 2025Q1: 5,249 shares; 2025Q2: 6,536 shares 6,536 $720K 0.05% +1,287 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: 9,189 shares; 2025Q1: 9,266 shares; 2025Q2: 8,811 shares 8,811 $709K 0.05% -455 Timeline FTSM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,845 shares; 2025Q1: 10,576 shares; 2025Q2: 11,807 shares 11,807 $707K 0.05% +1,231 Timeline KNGZ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,816 shares; 2024Q4: 15,256 shares; 2025Q1: 18,446 shares; 2025Q2: 20,978 shares 20,978 $705K 0.05% +2,532 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,737 shares; 2024Q4: 10,737 shares; 2025Q1: 10,737 shares; 2025Q2: 8,750 shares 8,750 $700K 0.05% -1,987 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,895 shares; 2024Q4: 28,080 shares; 2025Q1: 27,415 shares; 2025Q2: 23,863 shares 23,863 $691K 0.05% -3,552 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 4,292 shares; 2025Q1: 5,220 shares; 2025Q2: 6,007 shares 6,007 $690K 0.05% +787 Timeline SDVY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,833 shares; 2024Q4: 13,511 shares; 2025Q1: 16,180 shares; 2025Q2: 18,761 shares 18,761 $662K 0.04% +2,581 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,345 shares; 2024Q4: 36,905 shares; 2025Q1: 35,879 shares; 2025Q2: 33,379 shares 33,379 $652K 0.04% -2,500 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,524 shares 5,524 $647K 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,064 shares; 2024Q4: 10,119 shares; 2025Q1: 9,970 shares; 2025Q2: 9,229 shares 9,229 $641K 0.04% -741 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 955 shares; 2025Q1: 963 shares; 2025Q2: 881 shares 881 $623K 0.04% -82 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 2,786 shares; 2025Q1: 2,809 shares; 2025Q2: 2,809 shares 2,809 $623K 0.04% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,021 shares; 2024Q4: 17,021 shares; 2025Q1: 19,920 shares; 2025Q2: 19,920 shares 19,920 $611K 0.04% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,347 shares; 2025Q1: 3,271 shares; 2025Q2: 3,121 shares 3,121 $609K 0.04% -150 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,207 shares; 2025Q1: 24,207 shares; 2025Q2: 24,207 shares 24,207 $606K 0.04% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,472 shares; 2025Q1: 2,635 shares; 2025Q2: 2,644 shares 2,644 $601K 0.04% +9 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,657 shares 2,657 $582K 0.04% -75 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,512 shares; 2024Q4: 6,492 shares; 2025Q1: 9,822 shares; 2025Q2: 9,892 shares 9,892 $580K 0.04% +70 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: 3,748 shares; 2025Q1: 3,789 shares; 2025Q2: 3,343 shares 3,343 $576K 0.04% -446 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,615 shares; 2024Q4: 13,006 shares; 2025Q1: 13,096 shares; 2025Q2: 11,958 shares 11,958 $554K 0.04% -1,138 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,787 shares; 2025Q1: 2,748 shares; 2025Q2: 2,749 shares 2,749 $553K 0.04% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,026 shares 1,026 $548K 0.04% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 7,896 shares; 2025Q1: 7,896 shares; 2025Q2: 7,781 shares 7,781 $548K 0.04% -115 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,153 shares; 2025Q1: 2,135 shares; 2025Q2: 1,930 shares 1,930 $539K 0.04% -205 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,540 shares; 2024Q4: 13,660 shares; 2025Q1: 13,660 shares; 2025Q2: 10,346 shares 10,346 $508K 0.03% -3,314 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,345 shares 2,345 $499K 0.03% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000 $498K 0.03% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 7,920 shares; 2025Q1: 8,039 shares; 2025Q2: 7,892 shares 7,892 $483K 0.03% -147 SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,638 shares; 2024Q4: 6,838 shares; 2025Q1: 6,838 shares; 2025Q2: 6,838 shares 6,838 $481K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 3,079 shares; 2025Q1: 3,079 shares; 2025Q2: 3,099 shares 3,099 $472K 0.03% +20 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 1,841 shares 1,841 $454K 0.03% +54 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,170 shares; 2025Q1: 1,761 shares; 2025Q2: 1,805 shares 1,805 $446K 0.03% +44 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: 3,038 shares; 2025Q1: 2,991 shares; 2025Q2: 2,995 shares 2,995 $444K 0.03% +4 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares 7,100 $433K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 599 shares; 2025Q1: 614 shares; 2025Q2: 862 shares 862 $431K 0.03% +248 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 6,002 shares; 2025Q2: 5,885 shares 5,885 $431K 0.03% -117 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,603 shares; 2025Q1: 3,266 shares; 2025Q2: 3,138 shares 3,138 $426K 0.03% -128 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,354 shares; 2025Q1: 1,350 shares; 2025Q2: 1,841 shares 1,841 $424K 0.03% +491 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 3,201 shares 3,201 $423K 0.03% -529 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 13,147 shares; 2025Q1: 13,147 shares; 2025Q2: 12,897 shares 12,897 $418K 0.03% -250 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,465 shares; 2025Q1: 3,450 shares; 2025Q2: 3,430 shares 3,430 $409K 0.03% -20 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 5,400 shares; 2025Q1: 5,402 shares; 2025Q2: 5,376 shares 5,376 $407K 0.03% -26 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 805 shares 805 $404K 0.03% +5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,437 shares; 2024Q4: 6,437 shares; 2025Q1: 6,437 shares; 2025Q2: 6,437 shares 6,437 $401K 0.03% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 6,002 shares; 2025Q2: 4,788 shares 4,788 $397K 0.03% -1,214 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,247 shares 2,247 $397K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,462 shares; 2025Q1: 1,463 shares; 2025Q2: 2,124 shares 2,124 $389K 0.03% +661 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,512 shares 7,512 $389K 0.03% +12 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,396 shares; 2025Q1: 1,387 shares; 2025Q2: 1,387 shares 1,387 $371K 0.02% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,574 shares; 2025Q1: 5,574 shares; 2025Q2: 5,574 shares 5,574 $365K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 344 shares; 2025Q2: 346 shares 346 $360K 0.02% +2 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 7,130 shares; 2025Q1: 7,130 shares; 2025Q2: 7,130 shares 7,130 $354K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,806 shares 1,806 $353K 0.02% +21 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,350 shares; 2024Q4: 15,350 shares; 2025Q1: 15,300 shares; 2025Q2: 14,300 shares 14,300 $345K 0.02% -1,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,406 shares; 2025Q1: 1,603 shares; 2025Q2: 1,650 shares 1,650 $343K 0.02% +47 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 20,100 shares 20,100 $334K 0.02% +10,000 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,655 shares; 2025Q2: 5,755 shares 5,755 $327K 0.02% +100 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,859 shares; 2024Q4: 7,859 shares; 2025Q1: 7,662 shares; 2025Q2: 7,662 shares 7,662 $326K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 3,081 shares; 2025Q2: 2,953 shares 2,953 $323K 0.02% -128 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,163 shares; 2024Q4: 11,163 shares; 2025Q1: 11,163 shares; 2025Q2: 11,163 shares 11,163 $319K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,213 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares 2,071 $318K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,265 shares; 2025Q1: 1,261 shares; 2025Q2: 1,269 shares 1,269 $318K 0.02% +8 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,313 shares; 2025Q2: 15,087 shares 15,087 $318K 0.02% -10,226 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,178 shares; 2025Q2: 1,230 shares 1,230 $317K 0.02% +52 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,894 shares; 2024Q4: 3,819 shares; 2025Q1: 3,700 shares; 2025Q2: 3,478 shares 3,478 $316K 0.02% -222 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 3,040 shares; 2025Q1: 3,040 shares; 2025Q2: 3,051 shares 3,051 $308K 0.02% +11 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,804 shares 4,804 $302K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,513 shares; 2025Q1: 2,453 shares; 2025Q2: 2,474 shares 2,474 $296K 0.02% +21 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,908 shares; 2025Q2: 11,658 shares 11,658 $296K 0.02% -250 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,521 shares; 2025Q2: 4,933 shares 4,933 $295K 0.02% -2,588 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,094 shares; 2024Q4: 8,094 shares; 2025Q1: 8,094 shares; 2025Q2: 8,094 shares 8,094 $291K 0.02% 0 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,147 shares; 2024Q4: 36,147 shares; 2025Q1: 36,147 shares; 2025Q2: 36,147 shares 36,147 $284K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,028 shares; 2024Q4: 7,583 shares; 2025Q1: 6,778 shares; 2025Q2: 6,778 shares 6,778 $281K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,627 shares; 2025Q1: 6,350 shares; 2025Q2: 6,350 shares 6,350 $261K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,061 shares; 2025Q1: 2,063 shares; 2025Q2: 1,978 shares 1,978 $255K 0.02% -85 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,551 shares; 2025Q2: 2,200 shares 2,200 $253K 0.02% -16,351 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,655 shares; 2024Q4: 23,905 shares; 2025Q1: 22,773 shares; 2025Q2: 22,926 shares 22,926 $249K 0.02% +153 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,600 shares; 2025Q1: 5,300 shares; 2025Q2: 5,789 shares 5,789 $246K 0.02% +489 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,697 shares; 2025Q2: 3,734 shares 3,734 $245K 0.02% +37 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,613 shares 2,613 $244K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,194 shares 8,194 $241K 0.02% new Timeline HSTM HEALTHSTREAM INC More: the full row for HEALTHSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,650 shares; 2025Q1: 8,650 shares; 2025Q2: 8,650 shares 8,650 $239K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 4,375 shares; 2025Q1: 1,995 shares; 2025Q2: 1,434 shares 1,434 $238K 0.02% -561 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,264 shares; 2025Q1: 1,314 shares; 2025Q2: 1,224 shares 1,224 $237K 0.02% -90 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 566 shares; 2025Q2: 460 shares 460 $234K 0.02% -106 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: not reported; 2025Q1: 2,005 shares; 2025Q2: 1,617 shares 1,617 $229K 0.02% -388 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 523 shares 523 $229K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 9,267 shares 9,267 $227K 0.02% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,612 shares; 2024Q4: 10,612 shares; 2025Q1: 10,612 shares; 2025Q2: 10,643 shares 10,643 $226K 0.01% +31 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,749 shares 1,749 $225K 0.01% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,054 shares; 2025Q2: 4,071 shares 4,071 $221K 0.01% +17 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,706 shares; 2025Q1: 3,705 shares; 2025Q2: 3,005 shares 3,005 $221K 0.01% -700 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,511 shares; 2025Q1: 1,485 shares; 2025Q2: 1,416 shares 1,416 $221K 0.01% -69 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 793 shares; 2025Q1: 647 shares; 2025Q2: 666 shares 666 $220K 0.01% +19 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,079 shares 2,079 $220K 0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,931 shares; 2025Q2: 2,944 shares 2,944 $216K 0.01% +13 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: 763 shares; 2025Q2: 763 shares 763 $215K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,245 shares; 2024Q4: 9,245 shares; 2025Q1: 9,254 shares; 2025Q2: 8,756 shares 8,756 $206K 0.01% -498 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 546 shares; 2025Q1: not reported; 2025Q2: 546 shares 546 $204K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 666 shares 666 $203K 0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares 2,026 $201K 0.01% 0 Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,350 shares; 2024Q4: 25,350 shares; 2025Q1: 30,003 shares; 2025Q2: 25,503 shares 25,503 $151K 0.01% -4,500 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,427 shares; 2024Q4: 273,383 shares; 2025Q1: 44,667 shares; 2025Q2: 40,145 shares 40,145 $69K <0.01% -4,522 Timeline