AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 353,478 shares; 2025Q1: 348,745 shares; 2025Q2: 343,421 shares; 2025Q3: 341,453 shares 341,453 $86.9M 6.36% -1,968 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151,446 shares; 2025Q1: 151,647 shares; 2025Q2: 150,382 shares; 2025Q3: 149,357 shares 149,357 $77.4M 5.66% -1,025 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220,937 shares; 2025Q1: 216,571 shares; 2025Q2: 216,231 shares; 2025Q3: 217,536 shares 217,536 $47.8M 3.49% +1,305 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 224,986 shares; 2025Q1: 229,445 shares; 2025Q2: 224,302 shares; 2025Q3: 221,765 shares 221,765 $41.4M 3.03% -2,537 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,435 shares; 2025Q1: 43,109 shares; 2025Q2: 42,405 shares; 2025Q3: 42,065 shares 42,065 $38.9M 2.85% -340 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,742 shares; 2025Q1: 160,848 shares; 2025Q2: 159,842 shares; 2025Q3: 157,966 shares 157,966 $38.4M 2.81% -1,876 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,408 shares; 2025Q1: 76,170 shares; 2025Q2: 76,308 shares; 2025Q3: 73,561 shares 73,561 $37M 2.7% -2,747 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 149,019 shares; 2025Q1: 145,397 shares; 2025Q2: 143,042 shares; 2025Q3: 140,774 shares 140,774 $34.3M 2.51% -2,268 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 465,811 shares; 2025Q1: 468,500 shares; 2025Q2: 467,090 shares; 2025Q3: 483,733 shares 483,733 $31.6M 2.31% +16,643 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,628 shares; 2025Q1: 82,907 shares; 2025Q2: 82,257 shares; 2025Q3: 81,331 shares 81,331 $27.8M 2.03% -926 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,450 shares; 2025Q1: 46,583 shares; 2025Q2: 47,164 shares; 2025Q3: 46,923 shares 46,923 $22.8M 1.66% -241 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,781 shares; 2025Q1: 76,191 shares; 2025Q2: 76,607 shares; 2025Q3: 76,241 shares 76,241 $20.9M 1.53% -366 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,365 shares; 2025Q1: 28,932 shares; 2025Q2: 29,133 shares; 2025Q3: 28,446 shares 28,446 $19M 1.39% -687 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,942 shares; 2025Q1: 19,641 shares; 2025Q2: 19,700 shares; 2025Q3: 19,649 shares 19,649 $18.8M 1.37% -51 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206,406 shares; 2025Q1: 206,591 shares; 2025Q2: 206,772 shares; 2025Q3: 157,195 shares 157,195 $18.7M 1.37% -49,577 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,904 shares; 2025Q1: 68,405 shares; 2025Q2: 67,411 shares; 2025Q3: 66,260 shares 66,260 $18.6M 1.36% -1,151 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,297 shares; 2025Q1: 47,531 shares; 2025Q2: 47,782 shares; 2025Q3: 47,485 shares 47,485 $17.6M 1.28% -297 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140,678 shares; 2025Q1: 137,837 shares; 2025Q2: 137,495 shares; 2025Q3: 139,418 shares 139,418 $17.3M 1.26% +1,923 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,162 shares; 2025Q1: 81,727 shares; 2025Q2: 84,726 shares; 2025Q3: 86,887 shares 86,887 $17.2M 1.26% +2,161 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,355 shares; 2025Q1: 38,388 shares; 2025Q2: 39,145 shares; 2025Q3: 39,990 shares 39,990 $16.2M 1.18% +845 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 484,537 shares; 2025Q1: 496,108 shares; 2025Q2: 478,119 shares; 2025Q3: 495,381 shares 495,381 $15.8M 1.16% +17,262 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,855 shares; 2025Q1: 48,314 shares; 2025Q2: 49,664 shares; 2025Q3: 49,956 shares 49,956 $15.8M 1.15% +292 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,038 shares; 2025Q1: 40,870 shares; 2025Q2: 43,104 shares; 2025Q3: 41,813 shares 41,813 $15.3M 1.12% -1,291 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,782 shares; 2025Q1: 20,695 shares; 2025Q2: 20,609 shares; 2025Q3: 22,597 shares 22,597 $15.1M 1.11% +1,988 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,302 shares; 2025Q1: 137,939 shares; 2025Q2: 165,560 shares; 2025Q3: 290,951 shares 290,951 $14.8M 1.08% +125,391 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,251 shares; 2025Q1: 20,512 shares; 2025Q2: 20,596 shares; 2025Q3: 20,848 shares 20,848 $14.2M 1.04% +252 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,790 shares; 2025Q1: 107,910 shares; 2025Q2: 108,028 shares; 2025Q3: 108,150 shares 108,150 $13.1M 0.95% +122 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,514 shares; 2025Q1: 43,570 shares; 2025Q2: 44,657 shares; 2025Q3: 45,125 shares 45,125 $12.7M 0.93% +468 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,275 shares; 2025Q1: 42,487 shares; 2025Q2: 43,546 shares; 2025Q3: 43,973 shares 43,973 $12.3M 0.9% +427 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,306 shares; 2025Q1: 80,799 shares; 2025Q2: 81,397 shares; 2025Q3: 81,171 shares 81,171 $11.7M 0.86% -226 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,515 shares; 2025Q1: 93,464 shares; 2025Q2: 113,237 shares; 2025Q3: 126,777 shares 126,777 $11.1M 0.81% +13,540 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 13,759 shares; 2025Q2: 13,806 shares; 2025Q3: 13,696 shares 13,696 $10.1M 0.74% -110 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,940 shares; 2025Q1: 21,771 shares; 2025Q2: 21,981 shares; 2025Q3: 22,043 shares 22,043 $9.86M 0.72% +62 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312,008 shares; 2025Q1: 312,008 shares; 2025Q2: 312,008 shares; 2025Q3: 312,008 shares 312,008 $9.75M 0.71% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,149 shares; 2025Q1: 87,093 shares; 2025Q2: 90,498 shares; 2025Q3: 93,229 shares 93,229 $9.61M 0.7% +2,731 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,312 shares; 2025Q1: 41,535 shares; 2025Q2: 43,361 shares; 2025Q3: 44,864 shares 44,864 $9.14M 0.67% +1,503 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345,864 shares; 2025Q1: 347,758 shares; 2025Q2: 352,222 shares; 2025Q3: 321,159 shares 321,159 $8.77M 0.64% -31,063 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,966 shares; 2025Q1: 24,805 shares; 2025Q2: 24,505 shares; 2025Q3: 24,535 shares 24,535 $8.75M 0.64% +30 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,038 shares; 2025Q1: 5,083 shares; 2025Q2: 6,607 shares; 2025Q3: 7,033 shares 7,033 $8.43M 0.62% +426 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,973 shares; 2025Q1: 36,281 shares; 2025Q2: 35,846 shares; 2025Q3: 35,257 shares 35,257 $8.33M 0.61% -589 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,444 shares; 2025Q1: 10,444 shares; 2025Q2: 10,444 shares; 2025Q3: 10,444 shares 10,444 $8.32M 0.61% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,686 shares; 2025Q1: 36,182 shares; 2025Q2: 36,212 shares; 2025Q3: 35,903 shares 35,903 $8.31M 0.61% -309 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,047 shares; 2025Q1: 28,092 shares; 2025Q2: 28,006 shares; 2025Q3: 27,137 shares 27,137 $8.25M 0.6% -869 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,428 shares; 2025Q1: 77,675 shares; 2025Q2: 76,170 shares; 2025Q3: 78,406 shares 78,406 $7.89M 0.58% +2,236 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,621 shares; 2025Q1: 46,788 shares; 2025Q2: 46,893 shares; 2025Q3: 46,728 shares 46,728 $7.82M 0.57% -165 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,356 shares; 2025Q1: 102,635 shares; 2025Q2: 102,475 shares; 2025Q3: 101,727 shares 101,727 $7.68M 0.56% -748 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,916 shares 101,916 $7.58M 0.55% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,049 shares; 2025Q1: 30,361 shares; 2025Q2: 30,330 shares; 2025Q3: 29,980 shares 29,980 $7.58M 0.55% -350 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,980 shares; 2025Q1: 15,980 shares; 2025Q2: 16,128 shares; 2025Q3: 12,313 shares 12,313 $7.54M 0.55% -3,815 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,156 shares; 2025Q1: 35,291 shares; 2025Q2: 35,438 shares; 2025Q3: 35,584 shares 35,584 $7.35M 0.54% +146 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,342 shares; 2025Q1: 17,849 shares; 2025Q2: 18,640 shares; 2025Q3: 19,340 shares 19,340 $7.24M 0.53% +700 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,999 shares; 2025Q1: 25,859 shares; 2025Q2: 27,328 shares; 2025Q3: 29,315 shares 29,315 $7.02M 0.51% +1,987 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,764 shares; 2025Q1: 16,830 shares; 2025Q2: 16,640 shares; 2025Q3: 16,470 shares 16,470 $6.96M 0.51% -170 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,863 shares; 2025Q1: 81,836 shares; 2025Q2: 52,421 shares; 2025Q3: 48,028 shares 48,028 $6.74M 0.49% -4,393 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,554 shares; 2025Q1: 19,134 shares; 2025Q2: 19,638 shares; 2025Q3: 20,295 shares 20,295 $6.68M 0.49% +657 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,002 shares; 2025Q1: 29,699 shares; 2025Q2: 29,605 shares; 2025Q3: 19,055 shares 19,055 $6.58M 0.48% -10,550 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,924 shares; 2025Q1: 79,012 shares; 2025Q2: 86,957 shares; 2025Q3: 98,614 shares 98,614 $6.5M 0.48% +11,657 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,533 shares; 2025Q1: 21,211 shares; 2025Q2: 21,172 shares; 2025Q3: 21,174 shares 21,174 $6.37M 0.47% +2 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,047 shares; 2025Q1: 24,233 shares; 2025Q2: 25,944 shares; 2025Q3: 26,181 shares 26,181 $6.33M 0.46% +237 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,797 shares; 2025Q1: 68,354 shares; 2025Q2: 70,447 shares; 2025Q3: 73,319 shares 73,319 $6.16M 0.45% +2,872 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,414 shares; 2025Q1: 18,326 shares; 2025Q2: 18,777 shares; 2025Q3: 18,558 shares 18,558 $6.12M 0.45% -219 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,951 shares; 2025Q1: 136,591 shares; 2025Q2: 139,581 shares; 2025Q3: 139,490 shares 139,490 $5.97M 0.44% -91 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,950 shares; 2025Q1: 16,370 shares; 2025Q2: 16,418 shares; 2025Q3: 16,618 shares 16,618 $5.91M 0.43% +200 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,293 shares; 2025Q1: 6,868 shares; 2025Q2: 7,139 shares; 2025Q3: 7,451 shares 7,451 $5.68M 0.42% +312 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,538 shares; 2025Q1: 104,942 shares; 2025Q2: 99,875 shares; 2025Q3: 105,882 shares 105,882 $5.4M 0.4% +6,007 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,914 shares; 2025Q1: 36,892 shares; 2025Q2: 36,290 shares; 2025Q3: 35,104 shares 35,104 $5.39M 0.39% -1,186 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,702 shares; 2025Q1: 35,661 shares; 2025Q2: 35,380 shares; 2025Q3: 34,856 shares 34,856 $5.3M 0.39% -524 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,116 shares; 2025Q1: 5,397 shares; 2025Q2: 5,661 shares; 2025Q3: 5,714 shares 5,714 $5.26M 0.38% +53 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,964 shares; 2025Q1: 47,391 shares; 2025Q2: 47,473 shares; 2025Q3: 46,372 shares 46,372 $5.18M 0.38% -1,101 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,158 shares; 2025Q1: 21,375 shares; 2025Q2: 21,909 shares; 2025Q3: 21,712 shares 21,712 $5.15M 0.38% -197 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,613 shares; 2025Q1: 45,670 shares; 2025Q2: 47,481 shares; 2025Q3: 47,467 shares 47,467 $4.96M 0.36% -14 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,270 shares; 2025Q1: 89,228 shares; 2025Q2: 103,048 shares; 2025Q3: 111,463 shares 111,463 $4.93M 0.36% +8,415 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,232 shares; 2025Q1: 28,490 shares; 2025Q2: 26,957 shares; 2025Q3: 26,258 shares 26,258 $4.87M 0.36% -699 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,815 shares; 2025Q1: 32,922 shares; 2025Q2: 30,031 shares; 2025Q3: 30,504 shares 30,504 $4.74M 0.35% +473 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,962 shares; 2025Q1: 68,611 shares; 2025Q2: 68,888 shares; 2025Q3: 65,542 shares 65,542 $4.69M 0.34% -3,346 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,236 shares; 2025Q1: 4,520 shares; 2025Q2: 4,695 shares; 2025Q3: 4,808 shares 4,808 $4.58M 0.34% +113 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,738 shares; 2025Q1: 7,190 shares; 2025Q2: 7,193 shares; 2025Q3: 7,451 shares 7,451 $4.47M 0.33% +258 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,648 shares; 2025Q1: 53,285 shares; 2025Q2: 47,047 shares; 2025Q3: 44,861 shares 44,861 $4.45M 0.33% -2,186 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,767 shares; 2025Q1: 9,737 shares; 2025Q2: 9,472 shares; 2025Q3: 8,987 shares 8,987 $4.27M 0.31% -485 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,861 shares 36,861 $4.23M 0.31% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,011 shares; 2025Q1: 16,011 shares; 2025Q2: 15,716 shares; 2025Q3: 15,717 shares 15,717 $4.09M 0.3% +1 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,514 shares; 2025Q1: 122,152 shares; 2025Q2: 144,493 shares; 2025Q3: 146,558 shares 146,558 $3.86M 0.28% +2,065 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,787 shares; 2025Q1: 44,008 shares; 2025Q2: 43,919 shares; 2025Q3: 42,985 shares 42,985 $3.77M 0.28% -934 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,003 shares; 2025Q1: 12,517 shares; 2025Q2: 12,062 shares; 2025Q3: 12,180 shares 12,180 $3.72M 0.27% +118 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,608 shares; 2025Q1: 22,720 shares; 2025Q2: 22,608 shares; 2025Q3: 22,608 shares 22,608 $3.59M 0.26% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,586 shares; 2025Q1: 15,509 shares; 2025Q2: 16,829 shares; 2025Q3: 16,904 shares 16,904 $3.59M 0.26% +75 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,675 shares; 2025Q1: 9,698 shares; 2025Q2: 11,123 shares; 2025Q3: 10,812 shares 10,812 $3.55M 0.26% -311 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,861 shares; 2025Q1: 31,773 shares; 2025Q2: 31,701 shares; 2025Q3: 31,173 shares 31,173 $3.51M 0.26% -528 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 756 shares; 2025Q1: 784 shares; 2025Q2: 813 shares; 2025Q3: 817 shares 817 $3.51M 0.26% +4 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,249 shares; 2025Q1: 6,882 shares; 2025Q2: 5,599 shares; 2025Q3: 5,600 shares 5,600 $3.44M 0.25% +1 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,535 shares; 2025Q1: 26,721 shares; 2025Q2: 26,130 shares; 2025Q3: 23,515 shares 23,515 $3.44M 0.25% -2,615 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,367 shares; 2025Q1: 71,857 shares; 2025Q2: 73,074 shares; 2025Q3: 73,129 shares 73,129 $3.42M 0.25% +55 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,626 shares; 2025Q1: 29,961 shares; 2025Q2: 29,862 shares; 2025Q3: 29,372 shares 29,372 $3.36M 0.25% -490 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,947 shares; 2025Q1: 28,142 shares; 2025Q2: 27,327 shares; 2025Q3: 26,231 shares 26,231 $3.33M 0.24% -1,096 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,778 shares; 2025Q1: 28,161 shares; 2025Q2: 27,857 shares; 2025Q3: 27,854 shares 27,854 $3.19M 0.23% -3 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,545 shares; 2025Q1: 29,523 shares; 2025Q2: 29,524 shares; 2025Q3: 29,524 shares 29,524 $3M 0.22% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,000 shares; 2025Q1: 38,172 shares; 2025Q2: 30,681 shares; 2025Q3: 37,541 shares 37,541 $2.94M 0.22% +6,860 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,060 shares; 2025Q1: 28,232 shares; 2025Q2: 59,977 shares; 2025Q3: 58,937 shares 58,937 $2.89M 0.21% -1,040 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,713 shares; 2025Q1: 85,477 shares; 2025Q2: 99,318 shares; 2025Q3: 53,230 shares 53,230 $2.82M 0.21% -46,088 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,830 shares; 2025Q1: 8,790 shares; 2025Q2: 8,852 shares; 2025Q3: 9,056 shares 9,056 $2.79M 0.2% +204 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,079 shares; 2025Q2: 14,158 shares; 2025Q3: 15,557 shares 15,557 $2.77M 0.2% +1,399 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,117 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares 10,575 $2.74M 0.2% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,105 shares; 2025Q1: 46,027 shares; 2025Q2: 45,990 shares; 2025Q3: 45,685 shares 45,685 $2.73M 0.2% -305 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,507 shares; 2025Q1: 97,279 shares; 2025Q2: 99,482 shares; 2025Q3: 105,018 shares 105,018 $2.7M 0.2% +5,536 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,173 shares; 2025Q1: 43,670 shares; 2025Q2: 46,640 shares; 2025Q3: 41,298 shares 41,298 $2.64M 0.19% -5,342 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,876 shares; 2025Q1: 12,884 shares; 2025Q2: 12,179 shares; 2025Q3: 11,214 shares 11,214 $2.6M 0.19% -965 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,908 shares; 2025Q1: 61,868 shares; 2025Q2: 63,119 shares; 2025Q3: 66,251 shares 66,251 $2.6M 0.19% +3,132 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,110 shares; 2025Q1: 82,817 shares; 2025Q2: 82,635 shares; 2025Q3: 82,354 shares 82,354 $2.59M 0.19% -281 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,526 shares; 2025Q1: 27,977 shares; 2025Q2: 27,813 shares; 2025Q3: 27,799 shares 27,799 $2.53M 0.18% -14 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,715 shares; 2025Q1: 41,598 shares; 2025Q2: 41,374 shares; 2025Q3: 40,342 shares 40,342 $2.52M 0.18% -1,032 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,461 shares; 2025Q1: 21,802 shares; 2025Q2: 21,291 shares; 2025Q3: 20,413 shares 20,413 $2.47M 0.18% -878 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,427 shares; 2025Q1: 10,813 shares; 2025Q2: 11,009 shares; 2025Q3: 11,044 shares 11,044 $2.44M 0.18% +35 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,292 shares; 2025Q1: 4,165 shares; 2025Q2: 4,251 shares; 2025Q3: 4,161 shares 4,161 $2.37M 0.17% -90 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,809 shares; 2025Q1: 7,822 shares; 2025Q2: 11,372 shares; 2025Q3: 11,252 shares 11,252 $2.19M 0.16% -120 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,888 shares; 2025Q1: 8,705 shares; 2025Q2: 8,693 shares; 2025Q3: 8,686 shares 8,686 $2.18M 0.16% -7 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,529 shares; 2025Q1: 36,375 shares; 2025Q2: 34,926 shares; 2025Q3: 32,262 shares 32,262 $2.16M 0.16% -2,664 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,049 shares; 2025Q1: 31,992 shares; 2025Q2: 29,839 shares; 2025Q3: 25,701 shares 25,701 $2.15M 0.16% -4,138 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,225 shares; 2025Q1: 8,619 shares; 2025Q2: 8,355 shares; 2025Q3: 7,906 shares 7,906 $2.14M 0.16% -449 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,244 shares; 2025Q1: 18,458 shares; 2025Q2: 17,085 shares; 2025Q3: 16,091 shares 16,091 $2.1M 0.15% -994 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,460 shares; 2025Q1: 34,660 shares; 2025Q2: 39,857 shares; 2025Q3: 40,047 shares 40,047 $2.03M 0.15% +190 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,961 shares; 2025Q1: 5,967 shares; 2025Q2: 5,978 shares; 2025Q3: 5,960 shares 5,960 $1.98M 0.14% -18 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,011 shares; 2025Q1: 22,829 shares; 2025Q2: 22,796 shares; 2025Q3: 21,618 shares 21,618 $1.98M 0.14% -1,178 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,892 shares; 2025Q1: 13,165 shares; 2025Q2: 13,472 shares; 2025Q3: 13,968 shares 13,968 $1.9M 0.14% +496 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,886 shares; 2025Q1: 1,939 shares; 2025Q2: 2,546 shares; 2025Q3: 3,140 shares 3,140 $1.77M 0.13% +594 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,447 shares; 2025Q1: 5,545 shares; 2025Q2: 5,470 shares; 2025Q3: 5,470 shares 5,470 $1.77M 0.13% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,926 shares; 2025Q1: 39,432 shares; 2025Q2: 38,124 shares; 2025Q3: 35,975 shares 35,975 $1.76M 0.13% -2,149 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,268 shares; 2025Q1: 17,753 shares; 2025Q2: 17,127 shares; 2025Q3: 16,323 shares 16,323 $1.74M 0.13% -804 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,925 shares; 2025Q1: 8,438 shares; 2025Q2: 9,546 shares; 2025Q3: 9,525 shares 9,525 $1.74M 0.13% -21 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,506 shares; 2025Q1: 24,506 shares; 2025Q2: 24,256 shares; 2025Q3: 24,286 shares 24,286 $1.7M 0.12% +30 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,055 shares; 2025Q1: 16,943 shares; 2025Q2: 17,625 shares; 2025Q3: 17,441 shares 17,441 $1.65M 0.12% -184 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,209 shares; 2025Q1: 10,682 shares; 2025Q2: 11,829 shares; 2025Q3: 12,377 shares 12,377 $1.65M 0.12% +548 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,958 shares; 2025Q1: 27,878 shares; 2025Q2: 24,263 shares; 2025Q3: 23,549 shares 23,549 $1.64M 0.12% -714 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,291 shares; 2025Q1: 10,425 shares; 2025Q2: 7,624 shares; 2025Q3: 7,462 shares 7,462 $1.57M 0.11% -162 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,063 shares; 2025Q1: 23,373 shares; 2025Q2: 22,935 shares; 2025Q3: 22,935 shares 22,935 $1.57M 0.11% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,577 shares; 2025Q1: 10,697 shares; 2025Q2: 10,323 shares; 2025Q3: 9,341 shares 9,341 $1.54M 0.11% -982 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,160 shares; 2025Q1: 19,570 shares; 2025Q2: 21,370 shares; 2025Q3: 28,985 shares 28,985 $1.46M 0.11% +7,615 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,711 shares; 2025Q1: 2,169 shares; 2025Q2: 5,477 shares; 2025Q3: 5,138 shares 5,138 $1.45M 0.11% -339 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,374 shares; 2025Q1: 19,584 shares; 2025Q2: 20,039 shares; 2025Q3: 19,294 shares 19,294 $1.44M 0.11% -745 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,206 shares; 2025Q1: 4,180 shares; 2025Q2: 4,187 shares; 2025Q3: 5,853 shares 5,853 $1.41M 0.1% +1,666 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,450 shares 1,450 $1.4M 0.1% +219 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,549 shares; 2025Q1: 4,705 shares; 2025Q2: 4,760 shares; 2025Q3: 4,961 shares 4,961 $1.4M 0.1% +201 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,968 shares; 2025Q1: 6,642 shares; 2025Q2: 6,226 shares; 2025Q3: 5,316 shares 5,316 $1.39M 0.1% -910 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,549 shares; 2025Q3: 20,282 shares 20,282 $1.32M 0.1% +7,733 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,359 shares; 2025Q1: 4,372 shares; 2025Q2: 4,296 shares; 2025Q3: 4,421 shares 4,421 $1.3M 0.09% +125 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,837 shares; 2025Q1: 13,437 shares; 2025Q2: 13,412 shares; 2025Q3: 13,387 shares 13,387 $1.28M 0.09% -25 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,637 shares; 2025Q1: 23,467 shares; 2025Q2: 16,386 shares; 2025Q3: 16,001 shares 16,001 $1.28M 0.09% -385 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,557 shares; 2025Q1: 60,506 shares; 2025Q2: 53,898 shares; 2025Q3: 50,012 shares 50,012 $1.27M 0.09% -3,886 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 898 shares; 2025Q1: 902 shares; 2025Q2: 948 shares; 2025Q3: 948 shares 948 $1.25M 0.09% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,900 shares; 2025Q1: 9,200 shares; 2025Q2: 9,300 shares; 2025Q3: 8,925 shares 8,925 $1.23M 0.09% -375 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,263 shares; 2025Q1: 2,263 shares; 2025Q2: 4,493 shares; 2025Q3: 4,010 shares 4,010 $1.16M 0.08% -483 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,812 shares; 2025Q1: 15,781 shares; 2025Q2: 17,779 shares; 2025Q3: 21,134 shares 21,134 $1.14M 0.08% +3,355 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,355 shares; 2025Q1: 38,435 shares; 2025Q2: 37,885 shares; 2025Q3: 35,820 shares 35,820 $1.11M 0.08% -2,065 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,377 shares; 2025Q1: 6,152 shares; 2025Q2: 5,727 shares; 2025Q3: 21,527 shares 21,527 $1.09M 0.08% +15,800 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,355 shares; 2025Q1: 20,635 shares; 2025Q2: 18,638 shares; 2025Q3: 10,752 shares 10,752 $1.07M 0.08% -7,886 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,513 shares; 2025Q1: 36,767 shares; 2025Q2: 38,316 shares; 2025Q3: 35,343 shares 35,343 $1.07M 0.08% -2,973 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,285 shares; 2025Q1: 21,054 shares; 2025Q2: 20,191 shares; 2025Q3: 20,552 shares 20,552 $1.06M 0.08% +361 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,993 shares; 2025Q1: 9,003 shares; 2025Q2: 8,218 shares; 2025Q3: 5,589 shares 5,589 $1.05M 0.08% -2,629 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,420 shares; 2025Q1: 2,370 shares; 2025Q2: 5,421 shares; 2025Q3: 6,084 shares 6,084 $1.04M 0.08% +663 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,950 shares; 2025Q1: 8,700 shares; 2025Q2: 9,301 shares; 2025Q3: 13,585 shares 13,585 $1.04M 0.08% +4,284 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,786 shares; 2025Q1: 2,187 shares; 2025Q2: 2,654 shares; 2025Q3: 2,904 shares 2,904 $1.01M 0.07% +250 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,359 shares; 2025Q1: 8,213 shares; 2025Q2: 11,910 shares; 2025Q3: 11,240 shares 11,240 $1M 0.07% -670 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,699 shares; 2025Q1: 14,309 shares; 2025Q2: 15,274 shares; 2025Q3: 15,019 shares 15,019 $996K 0.07% -255 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,055 shares; 2025Q1: 1,980 shares; 2025Q2: 2,017 shares; 2025Q3: 2,117 shares 2,117 $992K 0.07% +100 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,236 shares; 2025Q1: 11,358 shares; 2025Q2: 11,392 shares; 2025Q3: 10,507 shares 10,507 $991K 0.07% -885 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,589 shares; 2025Q1: 13,324 shares; 2025Q2: 13,179 shares; 2025Q3: 12,009 shares 12,009 $960K 0.07% -1,170 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,068 shares; 2025Q1: 4,068 shares; 2025Q2: 4,062 shares; 2025Q3: 4,062 shares 4,062 $958K 0.07% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,119 shares; 2025Q1: 12,236 shares; 2025Q2: 12,786 shares; 2025Q3: 10,383 shares 10,383 $951K 0.07% -2,403 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,578 shares; 2025Q3: 4,604 shares 4,604 $943K 0.07% +26 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,557 shares; 2025Q1: 12,557 shares; 2025Q2: 12,557 shares; 2025Q3: 12,557 shares 12,557 $939K 0.07% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,168 shares; 2025Q1: 1,881 shares; 2025Q2: 1,919 shares; 2025Q3: 2,250 shares 2,250 $932K 0.07% +331 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,779 shares; 2025Q1: 12,477 shares; 2025Q2: 14,415 shares; 2025Q3: 17,508 shares 17,508 $915K 0.07% +3,093 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,989 shares; 2025Q1: 16,954 shares; 2025Q2: 17,392 shares; 2025Q3: 17,115 shares 17,115 $914K 0.07% -277 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,218 shares; 2025Q1: 4,102 shares; 2025Q2: 4,282 shares; 2025Q3: 9,579 shares 9,579 $898K 0.07% +5,297 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,657 shares; 2025Q1: 11,357 shares; 2025Q2: 18,144 shares; 2025Q3: 4,704 shares 4,704 $892K 0.07% -13,440 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,829 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $882K 0.06% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,200 shares; 2025Q1: 8,700 shares; 2025Q2: 14,550 shares; 2025Q3: 8,500 shares 8,500 $856K 0.06% -6,050 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,491 shares; 2025Q1: 2,125 shares; 2025Q2: 1,915 shares; 2025Q3: 1,904 shares 1,904 $847K 0.06% -11 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,749 shares; 2025Q1: 1,796 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares 1,750 $839K 0.06% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,972 shares; 2025Q1: 12,822 shares; 2025Q2: 12,592 shares; 2025Q3: 12,087 shares 12,087 $811K 0.06% -505 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,666 shares; 2025Q1: 1,692 shares; 2025Q2: 1,694 shares; 2025Q3: 1,695 shares 1,695 $809K 0.06% +1 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares 7,700 $793K 0.06% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,241 shares; 2025Q1: 26,516 shares; 2025Q2: 26,468 shares; 2025Q3: 26,287 shares 26,287 $779K 0.06% -181 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,301 shares; 2025Q2: 2,974 shares; 2025Q3: 2,974 shares 2,974 $774K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,938 shares; 2025Q1: 4,898 shares; 2025Q2: 4,898 shares; 2025Q3: 4,898 shares 4,898 $760K 0.06% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,440 shares; 2025Q1: 9,272 shares; 2025Q2: 9,468 shares; 2025Q3: 7,974 shares 7,974 $756K 0.06% -1,494 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,296 shares; 2025Q1: 12,261 shares; 2025Q2: 8,583 shares; 2025Q3: 8,563 shares 8,563 $719K 0.05% -20 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,626 shares; 2025Q1: 5,507 shares; 2025Q2: 5,441 shares; 2025Q3: 5,176 shares 5,176 $693K 0.05% -265 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares 3,720 $683K 0.05% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,760 shares; 2025Q1: 2,692 shares; 2025Q2: 2,513 shares; 2025Q3: 2,513 shares 2,513 $671K 0.05% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,380 shares; 2025Q1: 3,238 shares; 2025Q2: 3,238 shares; 2025Q3: 3,083 shares 3,083 $665K 0.05% -155 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,720 shares; 2025Q1: 14,720 shares; 2025Q2: 14,720 shares; 2025Q3: 14,720 shares 14,720 $661K 0.05% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,392 shares; 2025Q1: 6,879 shares; 2025Q2: 7,045 shares; 2025Q3: 6,165 shares 6,165 $658K 0.05% -880 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,489 shares; 2025Q1: 30,226 shares; 2025Q2: 32,449 shares; 2025Q3: 23,556 shares 23,556 $657K 0.05% -8,893 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,004 shares; 2025Q1: 6,004 shares; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares 5,904 $655K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,336 shares; 2025Q1: 8,336 shares; 2025Q2: 8,336 shares; 2025Q3: 8,261 shares 8,261 $633K 0.05% -75 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,840 shares; 2025Q1: 7,731 shares; 2025Q2: 6,707 shares; 2025Q3: 6,607 shares 6,607 $604K 0.04% -100 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,459 shares; 2025Q2: 7,409 shares; 2025Q3: 6,772 shares 6,772 $597K 0.04% -637 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,533 shares; 2025Q1: 9,992 shares; 2025Q2: 10,032 shares; 2025Q3: 9,908 shares 9,908 $582K 0.04% -124 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,042 shares; 2025Q1: 8,110 shares; 2025Q2: 8,108 shares; 2025Q3: 8,110 shares 8,110 $579K 0.04% +2 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,698 shares; 2025Q1: 9,650 shares; 2025Q2: 9,635 shares; 2025Q3: 10,461 shares 10,461 $564K 0.04% +826 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,412 shares; 2025Q1: 8,212 shares; 2025Q2: 8,212 shares; 2025Q3: 8,212 shares 8,212 $551K 0.04% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 102 shares 102 $551K 0.04% -3 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,240 shares; 2025Q1: 47,684 shares; 2025Q2: 46,428 shares; 2025Q3: 33,791 shares 33,791 $548K 0.04% -12,637 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,674 shares; 2025Q1: 2,547 shares; 2025Q2: 2,610 shares; 2025Q3: 2,620 shares 2,620 $533K 0.04% +10 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,929 shares; 2025Q1: 3,980 shares; 2025Q2: 3,870 shares; 2025Q3: 3,725 shares 3,725 $522K 0.04% -145 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,472 shares; 2025Q1: 5,502 shares; 2025Q2: 5,726 shares; 2025Q3: 5,564 shares 5,564 $520K 0.04% -162 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,680 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,883 shares 1,883 $518K 0.04% -17 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,719 shares; 2025Q1: 1,719 shares; 2025Q2: 1,719 shares; 2025Q3: 1,723 shares 1,723 $518K 0.04% +4 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,523 shares; 2025Q1: 4,093 shares; 2025Q2: 3,943 shares; 2025Q3: 3,943 shares 3,943 $506K 0.04% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares 5,500 $505K 0.04% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,835 shares; 2025Q1: 12,835 shares; 2025Q2: 12,835 shares; 2025Q3: 11,145 shares 11,145 $503K 0.04% -1,690 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,500 shares; 2025Q1: 6,625 shares; 2025Q2: 6,613 shares; 2025Q3: 6,613 shares 6,613 $497K 0.04% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,670 shares; 2025Q1: 7,670 shares; 2025Q2: 7,670 shares; 2025Q3: 7,670 shares 7,670 $487K 0.04% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,581 shares; 2025Q3: 8,745 shares 8,745 $484K 0.04% +164 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,345 shares; 2025Q1: 6,960 shares; 2025Q2: 6,260 shares; 2025Q3: 6,135 shares 6,135 $463K 0.03% -125 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,229 shares; 2025Q3: 5,829 shares 5,829 $457K 0.03% -400 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 259 shares; 2025Q2: 3,885 shares; 2025Q3: 4,185 shares 4,185 $451K 0.03% +300 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,127 shares; 2025Q1: 2,127 shares; 2025Q2: 2,127 shares; 2025Q3: 2,654 shares 2,654 $450K 0.03% +527 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,244 shares; 2025Q1: 10,998 shares; 2025Q2: 10,748 shares; 2025Q3: 9,892 shares 9,892 $425K 0.03% -856 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,810 shares; 2025Q1: 12,810 shares; 2025Q2: 12,810 shares; 2025Q3: 12,810 shares 12,810 $421K 0.03% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,667 shares; 2025Q1: 8,617 shares; 2025Q2: 8,617 shares; 2025Q3: 8,487 shares 8,487 $416K 0.03% -130 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,224 shares; 2025Q1: 12,854 shares; 2025Q2: 15,279 shares; 2025Q3: 17,831 shares 17,831 $415K 0.03% +2,552 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,163 shares; 2025Q1: 3,163 shares; 2025Q2: 3,153 shares; 2025Q3: 3,133 shares 3,133 $411K 0.03% -20 Timeline CEF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,105 shares; 2025Q1: 11,105 shares; 2025Q2: 11,105 shares; 2025Q3: 11,105 shares 11,105 $407K 0.03% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,736 shares; 2025Q1: 2,725 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares 2,730 $406K 0.03% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,147 shares 1,147 $405K 0.03% -38 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,476 shares; 2025Q1: 3,501 shares; 2025Q2: 5,617 shares; 2025Q3: 5,460 shares 5,460 $401K 0.03% -157 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,363 shares; 2025Q1: 9,547 shares; 2025Q2: 2,356 shares; 2025Q3: 1,616 shares 1,616 $399K 0.03% -740 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,544 shares; 2025Q2: 1,954 shares; 2025Q3: 1,954 shares 1,954 $397K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 946 shares; 2025Q3: 846 shares 846 $387K 0.03% -100 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 499 shares 499 $385K 0.03% -103 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 559 shares; 2025Q1: 579 shares; 2025Q2: 533 shares; 2025Q3: 489 shares 489 $383K 0.03% -44 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,964 shares; 2025Q1: 4,993 shares; 2025Q2: 4,582 shares; 2025Q3: 4,372 shares 4,372 $370K 0.03% -210 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares 584 $368K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,048 shares; 2025Q1: 1,493 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares 1,485 $367K 0.03% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,027 shares; 2025Q1: 6,678 shares; 2025Q2: 7,048 shares; 2025Q3: 6,672 shares 6,672 $361K 0.03% -376 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares 2,123 $355K 0.03% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,195 shares; 2025Q3: 1,195 shares 1,195 $351K 0.03% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 841 shares; 2025Q1: 941 shares; 2025Q2: 891 shares; 2025Q3: 893 shares 893 $350K 0.03% +2 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,111 shares; 2025Q3: 3,427 shares 3,427 $342K 0.03% +316 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,045 shares; 2025Q1: 2,038 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares 2,035 $339K 0.02% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,389 shares; 2025Q1: 12,889 shares; 2025Q2: 12,889 shares; 2025Q3: 12,889 shares 12,889 $336K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 528 shares; 2025Q1: 707 shares; 2025Q2: 670 shares; 2025Q3: 670 shares 670 $334K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares 2,346 $332K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,158 shares; 2025Q1: 2,108 shares; 2025Q2: 2,074 shares; 2025Q3: 2,040 shares 2,040 $331K 0.02% -34 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,474 shares; 2025Q1: 2,474 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares 2,474 $330K 0.02% 0 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,210 shares; 2025Q1: 5,210 shares; 2025Q2: 5,210 shares; 2025Q3: 5,210 shares 5,210 $330K 0.02% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 775 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares 760 $327K 0.02% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,610 shares; 2025Q1: 10,978 shares; 2025Q2: 10,980 shares; 2025Q3: 10,112 shares 10,112 $324K 0.02% -868 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 764 shares 764 $322K 0.02% +4 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 577 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 573 shares 573 $322K 0.02% -2 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,684 shares 2,684 $319K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 488 shares; 2025Q1: 645 shares; 2025Q2: 638 shares; 2025Q3: 641 shares 641 $315K 0.02% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,031 shares; 2025Q1: 3,557 shares; 2025Q2: 3,567 shares; 2025Q3: 3,557 shares 3,557 $310K 0.02% -10 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 579 shares; 2025Q3: 589 shares 589 $308K 0.02% +10 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 475 shares 475 $303K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,519 shares; 2025Q1: 2,591 shares; 2025Q2: 2,467 shares; 2025Q3: 2,439 shares 2,439 $303K 0.02% -28 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,667 shares; 2025Q1: 8,667 shares; 2025Q2: 8,513 shares; 2025Q3: 8,513 shares 8,513 $302K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,264 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares 2,064 $294K 0.02% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 749 shares 749 $292K 0.02% -19 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,280 shares; 2025Q2: 5,270 shares; 2025Q3: 5,647 shares 5,647 $287K 0.02% +377 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares 662 $282K 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: 377 shares 377 $281K 0.02% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 391 shares 391 $281K 0.02% +1 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,486 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 2,962 shares 2,962 $276K 0.02% -172 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,738 shares; 2025Q1: 3,739 shares; 2025Q2: 3,704 shares; 2025Q3: 3,514 shares 3,514 $274K 0.02% -190 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,919 shares; 2025Q1: 2,286 shares; 2025Q2: 2,271 shares; 2025Q3: 2,282 shares 2,282 $270K 0.02% +11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: 2,439 shares; 2025Q3: 2,439 shares 2,439 $268K 0.02% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,452 shares; 2025Q1: 2,632 shares; 2025Q2: 2,687 shares; 2025Q3: 2,389 shares 2,389 $268K 0.02% -298 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,098 shares; 2025Q1: 8,098 shares; 2025Q2: 8,098 shares; 2025Q3: 8,437 shares 8,437 $264K 0.02% +339 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 726 shares; 2025Q2: 788 shares; 2025Q3: 803 shares 803 $259K 0.02% +15 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,625 shares; 2025Q1: 4,525 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares 4,525 $257K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,340 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares 1,256 $253K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,532 shares; 2025Q3: 1,532 shares 1,532 $248K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares 1,327 $247K 0.02% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares 1,950 $247K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares 1,320 $247K 0.02% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares 1,391 $245K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,281 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares 1,211 $239K 0.02% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,157 shares; 2025Q1: 986 shares; 2025Q2: 987 shares; 2025Q3: 937 shares 937 $238K 0.02% -50 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares 1,831 $235K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,888 shares; 2025Q1: 1,698 shares; 2025Q2: 1,541 shares; 2025Q3: 1,195 shares 1,195 $230K 0.02% -346 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares 348 $226K 0.02% new Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares 1,308 $224K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,102 shares; 2025Q3: 937 shares 937 $221K 0.02% -165 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 368 shares; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 368 shares 368 $219K 0.02% -10 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,124 shares 2,124 $218K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,230 shares 3,230 $217K 0.02% new Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,816 shares 3,816 $214K 0.02% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,390 shares 6,390 $213K 0.02% new Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,257 shares; 2025Q1: 2,257 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares 2,257 $213K 0.02% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,262 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares 1,262 $210K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares 3,097 $209K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,242 shares 1,242 $209K 0.02% +10 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677 shares 677 $208K 0.02% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,643 shares; 2025Q2: not reported; 2025Q3: 1,652 shares 1,652 $204K 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,338 shares; 2025Q2: 8,267 shares; 2025Q3: 7,219 shares 7,219 $204K 0.01% -1,048 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,036 shares; 2025Q2: not reported; 2025Q3: 4,036 shares 4,036 $202K 0.01% new Timeline MBCN MIDDLEFIELD BANC CORP More: the full row for MIDDLEFIELD BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,666 shares; 2025Q1: 7,216 shares; 2025Q2: 6,666 shares; 2025Q3: 6,666 shares 6,666 $200K 0.01% 0 Timeline