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; 2024Q3: 663,444 shares; 2024Q4: 665,457 shares; 2025Q1: 661,363 shares; 2025Q2: 671,985 shares; 2025Q3: 706,472 shares; 2025Q4: 763,821 shares; 2026Q1: 762,853 shares; 2026Q2: 670,729 shares 670,729 $79.8M 16.1% -92,124 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; 2024Q3: 1,216,720 shares; 2024Q4: 1,218,742 shares; 2025Q1: 1,169,258 shares; 2025Q2: 1,021,172 shares; 2025Q3: 988,350 shares; 2025Q4: 980,932 shares; 2026Q1: 957,011 shares; 2026Q2: 950,473 shares 950,473 $48.1M 9.7% -6,538 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,440 shares; 2024Q4: 82,061 shares; 2025Q1: 86,403 shares; 2025Q2: 243,903 shares; 2025Q3: 286,654 shares; 2025Q4: 300,270 shares; 2026Q1: 284,162 shares; 2026Q2: 275,545 shares 275,545 $29.7M 5.98% -8,617 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,010 shares; 2024Q4: 203,466 shares; 2025Q1: 195,666 shares; 2025Q2: 237,683 shares; 2025Q3: 269,703 shares; 2025Q4: 313,137 shares; 2026Q1: 310,912 shares; 2026Q2: 280,585 shares 280,585 $26.2M 5.29% -30,327 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; 2024Q3: 165,232 shares; 2024Q4: 642,910 shares; 2025Q1: 621,102 shares; 2025Q2: 607,860 shares; 2025Q3: 605,028 shares; 2025Q4: 617,691 shares; 2026Q1: 644,237 shares; 2026Q2: 649,144 shares 649,144 $22M 4.43% +4,907 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; 2024Q3: 272,545 shares; 2024Q4: 280,501 shares; 2025Q1: 294,169 shares; 2025Q2: 471,136 shares; 2025Q3: 557,251 shares; 2025Q4: 417,135 shares; 2026Q1: 411,446 shares; 2026Q2: 343,550 shares 343,550 $20.9M 4.21% -67,896 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,864 shares; 2024Q4: 160,645 shares; 2025Q1: 161,222 shares; 2025Q2: 220,024 shares; 2025Q3: 260,415 shares; 2025Q4: 261,073 shares; 2026Q1: 248,782 shares; 2026Q2: 209,764 shares 209,764 $20.6M 4.16% -39,018 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,944 shares; 2024Q4: 411,898 shares; 2025Q1: 410,978 shares; 2025Q2: 413,433 shares; 2025Q3: 389,065 shares; 2025Q4: 378,319 shares; 2026Q1: 379,411 shares; 2026Q2: 379,084 shares 379,084 $15.9M 3.2% -327 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,107 shares; 2024Q4: 159,214 shares; 2025Q1: 147,909 shares; 2025Q2: 147,486 shares; 2025Q3: 150,350 shares; 2025Q4: 147,766 shares; 2026Q1: 183,347 shares; 2026Q2: 184,437 shares 184,437 $15.3M 3.08% +1,090 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,024 shares; 2024Q4: 107,628 shares; 2025Q1: 109,649 shares; 2025Q2: 142,790 shares; 2025Q3: 173,163 shares; 2025Q4: 129,734 shares; 2026Q1: 129,439 shares; 2026Q2: 119,876 shares 119,876 $14.4M 2.91% -9,563 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,274 shares; 2026Q1: 180,822 shares; 2026Q2: 164,244 shares 164,244 $9.55M 1.93% -16,578 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,265 shares; 2024Q4: 399,628 shares; 2025Q1: 406,394 shares; 2025Q2: 415,563 shares; 2025Q3: 414,827 shares; 2025Q4: 263,728 shares; 2026Q1: 266,519 shares; 2026Q2: 267,571 shares 267,571 $9.31M 1.88% +1,052 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,801 shares; 2024Q4: 192,262 shares; 2025Q1: 197,585 shares; 2025Q2: 177,885 shares; 2025Q3: 178,120 shares; 2025Q4: 164,114 shares; 2026Q1: 174,963 shares; 2026Q2: 174,369 shares 174,369 $9.2M 1.86% -594 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,078 shares; 2024Q4: 123,066 shares; 2025Q1: 124,874 shares; 2025Q2: 119,505 shares; 2025Q3: 124,979 shares; 2025Q4: 177,149 shares; 2026Q1: 190,637 shares; 2026Q2: 182,490 shares 182,490 $9.04M 1.82% -8,147 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,749 shares; 2024Q4: 112,645 shares; 2025Q1: 111,790 shares; 2025Q2: 105,767 shares; 2025Q3: 103,134 shares; 2025Q4: 105,787 shares; 2026Q1: 105,299 shares; 2026Q2: 105,275 shares 105,275 $7.95M 1.6% -24 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,727 shares; 2024Q4: 15,698 shares; 2025Q1: 15,698 shares; 2025Q2: 15,282 shares; 2025Q3: 14,723 shares; 2025Q4: 41,015 shares; 2026Q1: 39,992 shares; 2026Q2: 40,281 shares 40,281 $7.58M 1.53% +289 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,077 shares; 2024Q4: 26,141 shares; 2025Q1: 26,260 shares; 2025Q2: 32,685 shares; 2025Q3: 34,920 shares; 2025Q4: 34,982 shares; 2026Q1: 33,912 shares; 2026Q2: 30,954 shares 30,954 $7.52M 1.52% -2,958 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,779 shares; 2024Q4: 84,272 shares; 2025Q1: 90,473 shares; 2025Q2: 95,002 shares; 2025Q3: 100,492 shares; 2025Q4: 116,854 shares; 2026Q1: 123,386 shares; 2026Q2: 122,207 shares 122,207 $7.21M 1.45% -1,179 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; 2024Q3: 229,973 shares; 2024Q4: 227,768 shares; 2025Q1: 227,201 shares; 2025Q2: 225,814 shares; 2025Q3: 209,313 shares; 2025Q4: 205,547 shares; 2026Q1: 196,507 shares; 2026Q2: 196,787 shares 196,787 $7.14M 1.44% +280 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 412,910 shares; 2025Q1: 401,451 shares; 2025Q2: 9,869 shares; 2025Q3: 9,950 shares; 2025Q4: 299,627 shares; 2026Q1: 321,009 shares; 2026Q2: 320,396 shares 320,396 $6.95M 1.4% -613 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,907 shares; 2024Q4: 107,805 shares; 2025Q1: 107,116 shares; 2025Q2: 66,064 shares; 2025Q3: 63,620 shares; 2025Q4: 62,084 shares; 2026Q1: 66,619 shares; 2026Q2: 64,033 shares 64,033 $6.82M 1.38% -2,586 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; 2024Q3: 13,318 shares; 2024Q4: 16,083 shares; 2025Q1: 20,921 shares; 2025Q2: 101,016 shares; 2025Q3: 145,983 shares; 2025Q4: 152,029 shares; 2026Q1: 151,507 shares; 2026Q2: 109,461 shares 109,461 $6.53M 1.32% -42,046 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; 2024Q3: 39,047 shares; 2024Q4: 38,905 shares; 2025Q1: 38,723 shares; 2025Q2: 37,565 shares; 2025Q3: 36,611 shares; 2025Q4: 28,996 shares; 2026Q1: 28,388 shares; 2026Q2: 28,388 shares 28,388 $6.19M 1.25% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,514 shares; 2024Q4: 15,509 shares; 2025Q1: 15,590 shares; 2025Q2: 18,533 shares; 2025Q3: 19,401 shares; 2025Q4: 18,708 shares; 2026Q1: 18,272 shares; 2026Q2: 16,589 shares 16,589 $6.07M 1.22% -1,683 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,849 shares; 2024Q4: 98,386 shares; 2025Q1: 99,002 shares; 2025Q2: 96,927 shares; 2025Q3: 100,454 shares; 2025Q4: 104,160 shares; 2026Q1: 112,351 shares; 2026Q2: 109,443 shares 109,443 $6.04M 1.22% -2,908 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,950 shares; 2024Q4: 55,601 shares; 2025Q1: 56,016 shares; 2025Q2: 58,426 shares; 2025Q3: 60,329 shares; 2025Q4: 58,612 shares; 2026Q1: 58,643 shares; 2026Q2: 57,034 shares 57,034 $5.74M 1.16% -1,609 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,095 shares; 2025Q3: 116,126 shares; 2025Q4: 116,932 shares; 2026Q1: 113,838 shares; 2026Q2: 113,761 shares 113,761 $4.97M 1% -77 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,671 shares; 2024Q4: 21,169 shares; 2025Q1: 21,567 shares; 2025Q2: 33,973 shares; 2025Q3: 50,887 shares; 2025Q4: 105,142 shares; 2026Q1: 103,005 shares; 2026Q2: 100,449 shares 100,449 $4.82M 0.97% -2,556 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,098 shares; 2024Q4: 33,310 shares; 2025Q1: 33,769 shares; 2025Q2: 41,088 shares; 2025Q3: 42,499 shares; 2025Q4: 45,038 shares; 2026Q1: 48,472 shares; 2026Q2: 46,750 shares 46,750 $3.64M 0.73% -1,722 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,667 shares; 2024Q4: 4,667 shares; 2025Q1: 4,650 shares; 2025Q2: 4,650 shares; 2025Q3: 4,650 shares; 2025Q4: 4,650 shares; 2026Q1: 4,649 shares; 2026Q2: 4,633 shares 4,633 $3.47M 0.7% -16 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,498 shares; 2025Q3: 169,498 shares; 2025Q4: 169,498 shares; 2026Q1: 169,498 shares; 2026Q2: 169,498 shares 169,498 $3.24M 0.65% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,800 shares; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 8,914 shares; 2025Q3: 8,914 shares; 2025Q4: 8,914 shares; 2026Q1: 8,914 shares; 2026Q2: 8,914 shares 8,914 $3.19M 0.64% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,639 shares; 2024Q4: 64,076 shares; 2025Q1: 64,614 shares; 2025Q2: 55,360 shares; 2025Q3: 57,244 shares; 2025Q4: 55,371 shares; 2026Q1: 58,411 shares; 2026Q2: 57,211 shares 57,211 $3.04M 0.61% -1,200 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,091 shares; 2026Q1: 44,091 shares; 2026Q2: 44,107 shares 44,107 $3.02M 0.61% +16 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; 2024Q3: 19,094 shares; 2024Q4: 19,094 shares; 2025Q1: 19,094 shares; 2025Q2: 19,545 shares; 2025Q3: 19,574 shares; 2025Q4: 19,350 shares; 2026Q1: 19,352 shares; 2026Q2: 19,355 shares 19,355 $2.65M 0.53% +3 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,696 shares; 2026Q1: 104,864 shares; 2026Q2: 102,190 shares 102,190 $2.61M 0.53% -2,674 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,873 shares; 2024Q4: 12,905 shares; 2025Q1: 14,292 shares; 2025Q2: 17,564 shares; 2025Q3: 17,768 shares; 2025Q4: 15,878 shares; 2026Q1: 17,127 shares; 2026Q2: 16,861 shares 16,861 $1.98M 0.4% -266 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,281 shares; 2024Q4: 45,531 shares; 2025Q1: 45,317 shares; 2025Q2: 44,682 shares; 2025Q3: 44,682 shares; 2025Q4: 44,525 shares; 2026Q1: 44,053 shares; 2026Q2: 44,053 shares 44,053 $1.75M 0.35% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,036 shares; 2024Q4: 7,973 shares; 2025Q1: 7,905 shares; 2025Q2: 7,573 shares; 2025Q3: 7,427 shares; 2025Q4: 7,427 shares; 2026Q1: 7,327 shares; 2026Q2: 7,327 shares 7,327 $1.61M 0.32% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,752 shares; 2024Q4: 5,752 shares; 2025Q1: 5,449 shares; 2025Q2: 5,352 shares; 2025Q3: 5,352 shares; 2025Q4: 5,262 shares; 2026Q1: 5,262 shares; 2026Q2: 5,298 shares 5,298 $1.53M 0.31% +36 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,482 shares; 2025Q3: 67,914 shares; 2025Q4: 63,114 shares; 2026Q1: 54,129 shares; 2026Q2: 51,039 shares 51,039 $1.32M 0.27% -3,090 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,807 shares; 2024Q4: 7,807 shares; 2025Q1: 7,807 shares; 2025Q2: 7,807 shares; 2025Q3: 7,807 shares; 2025Q4: 7,807 shares; 2026Q1: 7,807 shares; 2026Q2: 7,880 shares 7,880 $1.31M 0.26% +73 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; 2024Q3: 2,749 shares; 2024Q4: 2,749 shares; 2025Q1: 2,682 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,618 shares; 2026Q1: 2,618 shares; 2026Q2: 2,597 shares 2,597 $1.3M 0.26% -21 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,097 shares; 2024Q4: 8,097 shares; 2025Q1: 8,031 shares; 2025Q2: 8,029 shares; 2025Q3: 8,058 shares; 2025Q4: 8,058 shares; 2026Q1: 7,918 shares; 2026Q2: 7,918 shares 7,918 $1.24M 0.25% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,465 shares; 2024Q4: 8,949 shares; 2025Q1: 9,447 shares; 2025Q2: 10,430 shares; 2025Q3: 10,803 shares; 2025Q4: 7,522 shares; 2026Q1: 8,139 shares; 2026Q2: 8,095 shares 8,095 $1.24M 0.25% -44 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,476 shares; 2024Q4: 3,476 shares; 2025Q1: 3,476 shares; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares; 2025Q4: 3,525 shares; 2026Q1: 3,525 shares; 2026Q2: 3,565 shares 3,565 $1.22M 0.25% +40 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 3,438 shares; 2025Q1: 3,438 shares; 2025Q2: 3,444 shares; 2025Q3: 3,444 shares; 2025Q4: 3,444 shares; 2026Q1: 3,198 shares; 2026Q2: 3,247 shares 3,247 $1.21M 0.24% +49 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,651 shares; 2025Q3: 37,715 shares; 2025Q4: 37,299 shares; 2026Q1: 40,241 shares; 2026Q2: 39,339 shares 39,339 $1.15M 0.23% -902 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,310 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,601 shares; 2025Q3: 155,677 shares; 2025Q4: 22,559 shares; 2026Q1: 22,787 shares; 2026Q2: 22,490 shares 22,490 $1.14M 0.23% -297 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; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares; 2026Q2: 1,110 shares 1,110 $1.12M 0.23% 0 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; 2024Q3: 3,127 shares; 2024Q4: 3,127 shares; 2025Q1: 3,306 shares; 2025Q2: 3,377 shares; 2025Q3: 3,377 shares; 2025Q4: 3,354 shares; 2026Q1: 3,336 shares; 2026Q2: 3,398 shares 3,398 $1.11M 0.22% +62 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; 2024Q3: 2,407 shares; 2024Q4: 2,407 shares; 2025Q1: 2,647 shares; 2025Q2: 2,647 shares; 2025Q3: 2,647 shares; 2025Q4: 5,438 shares; 2026Q1: 5,438 shares; 2026Q2: 5,438 shares 5,438 $1.04M 0.21% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,184 shares 11,184 $956K 0.19% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,852 shares; 2024Q4: 18,209 shares; 2025Q1: 27,742 shares; 2025Q2: 34,485 shares; 2025Q3: 35,269 shares; 2025Q4: 17,132 shares; 2026Q1: 17,616 shares; 2026Q2: 26,613 shares 26,613 $886K 0.18% +8,997 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,039 shares; 2024Q4: 7,039 shares; 2025Q1: 7,039 shares; 2025Q2: 7,039 shares; 2025Q3: 7,039 shares; 2025Q4: 6,889 shares; 2026Q1: 5,389 shares; 2026Q2: 5,389 shares 5,389 $852K 0.17% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,269 shares; 2024Q4: 47,472 shares; 2025Q1: 14,982 shares; 2025Q2: not reported; 2025Q3: 16,041 shares; 2025Q4: 19,601 shares; 2026Q1: 55,811 shares; 2026Q2: 91,959 shares 91,959 $848K 0.17% +36,148 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,541 shares; 2024Q4: 35,136 shares; 2025Q1: 37,142 shares; 2025Q2: 42,200 shares; 2025Q3: 35,800 shares; 2025Q4: 34,496 shares; 2026Q1: 42,838 shares; 2026Q2: 75,138 shares 75,138 $783K 0.16% +32,300 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; 2024Q3: 5,701 shares; 2024Q4: 5,701 shares; 2025Q1: 5,701 shares; 2025Q2: 5,701 shares; 2025Q3: 5,701 shares; 2025Q4: 5,649 shares; 2026Q1: 5,649 shares; 2026Q2: 5,649 shares 5,649 $733K 0.15% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,849 shares; 2025Q3: 2,849 shares; 2025Q4: 2,849 shares; 2026Q1: 2,849 shares; 2026Q2: 2,849 shares 2,849 $721K 0.15% 0 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,942 shares; 2025Q1: 31,617 shares; 2025Q2: 34,945 shares; 2025Q3: 46,949 shares; 2025Q4: 66,595 shares; 2026Q1: 43,675 shares; 2026Q2: 46,364 shares 46,364 $719K 0.14% +2,689 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; 2024Q3: 2,601 shares; 2024Q4: 2,601 shares; 2025Q1: 2,601 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,619 shares 2,619 $712K 0.14% +19 Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,597 shares; 2024Q4: 161,892 shares; 2025Q1: 165,932 shares; 2025Q2: 139,299 shares; 2025Q3: 121,246 shares; 2025Q4: 82,167 shares; 2026Q1: 94,165 shares; 2026Q2: 62,077 shares 62,077 $685K 0.14% -32,088 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,470 shares; 2024Q4: 2,470 shares; 2025Q1: 2,470 shares; 2025Q2: 2,491 shares; 2025Q3: 2,468 shares; 2025Q4: 2,424 shares; 2026Q1: 2,424 shares; 2026Q2: 2,449 shares 2,449 $662K 0.13% +25 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,552 shares; 2024Q4: 13,105 shares; 2025Q1: 13,069 shares; 2025Q2: 13,069 shares; 2025Q3: 12,779 shares; 2025Q4: 12,187 shares; 2026Q1: 12,187 shares; 2026Q2: 12,187 shares 12,187 $650K 0.13% 0 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,640 shares; 2024Q4: 64,833 shares; 2025Q1: 77,996 shares; 2025Q2: 75,672 shares; 2025Q3: 69,873 shares; 2025Q4: 60,801 shares; 2026Q1: 73,106 shares; 2026Q2: 51,444 shares 51,444 $612K 0.12% -21,662 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,812 shares; 2024Q4: 31,068 shares; 2025Q1: 27,710 shares; 2025Q2: 23,118 shares; 2025Q3: 28,099 shares; 2025Q4: 27,727 shares; 2026Q1: 21,505 shares; 2026Q2: 42,353 shares 42,353 $609K 0.12% +20,848 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,427 shares; 2024Q4: 80,482 shares; 2025Q1: 89,576 shares; 2025Q2: 71,865 shares; 2025Q3: 89,798 shares; 2025Q4: 92,972 shares; 2026Q1: 69,133 shares; 2026Q2: 57,631 shares 57,631 $608K 0.12% -11,502 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,698 shares; 2025Q3: 11,698 shares; 2025Q4: 11,968 shares; 2026Q1: 12,435 shares; 2026Q2: 12,486 shares 12,486 $592K 0.12% +51 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,282 shares; 2024Q4: 147,644 shares; 2025Q1: 171,986 shares; 2025Q2: 156,966 shares; 2025Q3: 127,024 shares; 2025Q4: 122,251 shares; 2026Q1: 118,997 shares; 2026Q2: 91,598 shares 91,598 $563K 0.11% -27,399 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 787 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 7,870 shares; 2026Q1: 7,870 shares; 2026Q2: 7,870 shares 7,870 $562K 0.11% 0 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,502 shares; 2024Q4: 317,221 shares; 2025Q1: 296,722 shares; 2025Q2: 257,302 shares; 2025Q3: 225,261 shares; 2025Q4: 156,917 shares; 2026Q1: 113,340 shares; 2026Q2: 82,963 shares 82,963 $536K 0.11% -30,377 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,339 shares; 2024Q4: 13,890 shares; 2025Q1: 16,506 shares; 2025Q2: 15,664 shares; 2025Q3: 31,722 shares; 2025Q4: 36,365 shares; 2026Q1: 34,483 shares; 2026Q2: 29,513 shares 29,513 $520K 0.1% -4,970 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares; 2025Q4: 1,913 shares; 2026Q1: 1,913 shares; 2026Q2: 1,966 shares 1,966 $499K 0.1% +53 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,864 shares; 2025Q1: 59,518 shares; 2025Q2: 53,902 shares; 2025Q3: 41,572 shares; 2025Q4: 15,574 shares; 2026Q1: 61,212 shares; 2026Q2: 43,820 shares 43,820 $487K 0.1% -17,392 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; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $477K 0.1% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,929 shares; 2024Q4: 8,914 shares; 2025Q1: 8,914 shares; 2025Q2: 8,892 shares; 2025Q3: 5,270 shares; 2025Q4: 5,257 shares; 2026Q1: 5,257 shares; 2026Q2: 5,257 shares 5,257 $462K 0.09% 0 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,750 shares; 2025Q2: 12,219 shares; 2025Q3: 44,117 shares; 2025Q4: 60,251 shares; 2026Q1: 71,696 shares; 2026Q2: 49,735 shares 49,735 $446K 0.09% -21,961 Timeline PZA 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; 2024Q3: 44,369 shares; 2024Q4: 43,752 shares; 2025Q1: 34,719 shares; 2025Q2: 23,663 shares; 2025Q3: 23,663 shares; 2025Q4: 19,564 shares; 2026Q1: 19,240 shares; 2026Q2: 18,860 shares 18,860 $444K 0.09% -380 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,403 shares; 2026Q1: 45,999 shares; 2026Q2: 39,672 shares 39,672 $437K 0.09% -6,327 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,602 shares; 2024Q4: 4,602 shares; 2025Q1: 4,602 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares; 2026Q2: 4,695 shares 4,695 $426K 0.09% +95 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $411K 0.08% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,565 shares; 2024Q4: 37,768 shares; 2025Q1: 38,677 shares; 2025Q2: 28,575 shares; 2025Q3: 29,077 shares; 2025Q4: 6,044 shares; 2026Q1: 6,073 shares; 2026Q2: 6,041 shares 6,041 $406K 0.08% -32 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,050 shares; 2024Q4: 10,050 shares; 2025Q1: 10,050 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares; 2025Q4: 10,050 shares; 2026Q1: 10,050 shares; 2026Q2: 10,050 shares 10,050 $401K 0.08% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,478 shares; 2025Q3: 5,478 shares; 2025Q4: 5,450 shares; 2026Q1: 3,650 shares; 2026Q2: 3,650 shares 3,650 $379K 0.08% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,692 shares; 2024Q4: 2,692 shares; 2025Q1: 2,692 shares; 2025Q2: 3,828 shares; 2025Q3: 3,839 shares; 2025Q4: 3,813 shares; 2026Q1: 2,666 shares; 2026Q2: 2,712 shares 2,712 $367K 0.07% +46 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,726 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,414 shares; 2025Q4: 37,584 shares; 2026Q1: 75,730 shares; 2026Q2: 54,213 shares 54,213 $355K 0.07% -21,517 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,258 shares; 2026Q2: 45,017 shares 45,017 $343K 0.07% -5,241 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,944 shares; 2024Q4: 11,822 shares; 2025Q1: 11,066 shares; 2025Q2: 11,066 shares; 2025Q3: 11,066 shares; 2025Q4: 11,066 shares; 2026Q1: 10,961 shares; 2026Q2: 10,961 shares 10,961 $341K 0.07% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,382 shares; 2025Q1: 6,382 shares; 2025Q2: 6,382 shares; 2025Q3: 6,382 shares; 2025Q4: 6,382 shares; 2026Q1: 6,382 shares; 2026Q2: 6,382 shares 6,382 $328K 0.07% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 790 shares; 2026Q2: 862 shares 862 $326K 0.07% +72 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; 2024Q3: 257 shares; 2024Q4: not reported; 2025Q1: 257 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $323K 0.07% 0 Timeline FMN FEDERATED HERMES PREM MUNI I More: the full row for FEDERATED HERMES PREM MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,999 shares; 2025Q1: 41,310 shares; 2025Q2: 29,471 shares; 2025Q3: 27,361 shares; 2025Q4: 25,650 shares; 2026Q1: 29,033 shares; 2026Q2: 27,495 shares 27,495 $316K 0.06% -1,538 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 855 shares; 2026Q1: 855 shares; 2026Q2: 857 shares 857 $316K 0.06% +2 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,696 shares; 2024Q4: 1,696 shares; 2025Q1: 1,696 shares; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares; 2025Q4: 1,696 shares; 2026Q1: 1,696 shares; 2026Q2: 1,696 shares 1,696 $313K 0.06% 0 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; 2024Q3: 946 shares; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $311K 0.06% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,599 shares; 2026Q1: 72,255 shares; 2026Q2: 25,963 shares 25,963 $301K 0.06% -46,292 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; 2024Q3: 3,718 shares; 2024Q4: 3,681 shares; 2025Q1: 3,681 shares; 2025Q2: 3,652 shares; 2025Q3: 3,599 shares; 2025Q4: 3,606 shares; 2026Q1: 2,445 shares; 2026Q2: 2,485 shares 2,485 $296K 0.06% +40 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,178 shares; 2025Q3: 2,178 shares; 2025Q4: 2,178 shares; 2026Q1: 2,178 shares; 2026Q2: 2,178 shares 2,178 $288K 0.06% 0 Timeline PEW GRABAGUN DIGITAL HLDGS INC More: the full row for GRABAGUN DIGITAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 120,000 shares; 2026Q1: 120,000 shares; 2026Q2: 120,000 shares 120,000 $274K 0.06% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $270K 0.05% 0 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,679 shares; 2024Q4: 24,243 shares; 2025Q1: 14,590 shares; 2025Q2: not reported; 2025Q3: 20,158 shares; 2025Q4: 21,088 shares; 2026Q1: not reported; 2026Q2: 11,691 shares 11,691 $266K 0.05% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 631 shares; 2026Q2: 631 shares 631 $265K 0.05% 0 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,438 shares; 2025Q3: 7,438 shares; 2025Q4: 7,438 shares; 2026Q1: 7,438 shares; 2026Q2: 7,438 shares 7,438 $262K 0.05% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 968 shares; 2026Q2: 968 shares 968 $260K 0.05% 0 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,917 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,540 shares; 2025Q4: 24,401 shares; 2026Q1: 24,229 shares; 2026Q2: 26,769 shares 26,769 $252K 0.05% +2,540 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,417 shares; 2024Q4: 3,417 shares; 2025Q1: 3,417 shares; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares; 2025Q4: 3,417 shares; 2026Q1: 3,417 shares; 2026Q2: 3,417 shares 3,417 $250K 0.05% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 507 shares; 2025Q3: 507 shares; 2025Q4: not reported; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $249K 0.05% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,986 shares; 2025Q4: 2,986 shares; 2026Q1: 2,986 shares; 2026Q2: 2,986 shares 2,986 $246K 0.05% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares; 2026Q2: 1,248 shares 1,248 $238K 0.05% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,832 shares 2,832 $237K 0.05% new 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; 2024Q3: 2,566 shares; 2024Q4: 2,566 shares; 2025Q1: 2,566 shares; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares; 2026Q1: 2,358 shares; 2026Q2: 2,358 shares 2,358 $227K 0.05% 0 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,025 shares; 2025Q4: 22,500 shares; 2026Q1: 38,427 shares; 2026Q2: 21,216 shares 21,216 $224K 0.05% -17,211 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,332 shares; 2025Q2: not reported; 2025Q3: 23,641 shares; 2025Q4: 34,993 shares; 2026Q1: 45,156 shares; 2026Q2: 39,535 shares 39,535 $222K 0.04% -5,621 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; 2024Q3: 6,862 shares; 2024Q4: 6,863 shares; 2025Q1: 6,820 shares; 2025Q2: 6,726 shares; 2025Q3: 6,726 shares; 2025Q4: 6,727 shares; 2026Q1: not reported; 2026Q2: 3,716 shares 3,716 $212K 0.04% new 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; 2024Q3: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares; 2026Q1: not reported; 2026Q2: 597 shares 597 $211K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,464 shares 1,464 $205K 0.04% new Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,799 shares 16,799 $157K 0.03% new Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,850 shares; 2025Q1: 18,170 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,358 shares; 2026Q2: 11,694 shares 11,694 $121K 0.02% -3,664 Timeline MGRX MANGOCEUTICALS INC More: the full row for MANGOCEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,500 shares; 2025Q1: 34,500 shares; 2025Q2: 34,500 shares; 2025Q3: 34,500 shares; 2025Q4: 34,500 shares; 2026Q1: 34,500 shares; 2026Q2: 34,500 shares 34,500 $13.1K <0.01% 0 Timeline