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; 2024Q3: 8,141,474 shares; 2024Q4: 8,148,052 shares; 2025Q1: 8,447,578 shares; 2025Q2: 8,847,296 shares; 2025Q3: 8,995,662 shares; 2025Q4: 9,183,205 shares; 2026Q1: 9,608,371 shares; 2026Q2: 9,716,948 shares 9,716,948 $6.67B 43.52% +108,577 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,048,971 shares; 2024Q4: 34,166,307 shares; 2025Q1: 33,841,018 shares; 2025Q2: 34,979,618 shares; 2025Q3: 35,495,219 shares; 2025Q4: 36,623,425 shares; 2026Q1: 36,473,678 shares; 2026Q2: 37,327,069 shares 37,327,069 $3.56B 23.23% +853,391 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,447,754 shares; 2024Q4: 12,235,073 shares; 2025Q1: 12,513,772 shares; 2025Q2: 11,764,517 shares; 2025Q3: 12,549,487 shares; 2025Q4: 13,181,459 shares; 2026Q1: 13,469,227 shares; 2026Q2: 14,625,279 shares 14,625,279 $1.45B 9.44% +1,156,052 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,537,708 shares; 2024Q4: 10,726,481 shares; 2025Q1: 11,183,633 shares; 2025Q2: 12,540,574 shares; 2025Q3: 13,115,309 shares; 2025Q4: 13,652,129 shares; 2026Q1: 13,833,265 shares; 2026Q2: 14,093,257 shares 14,093,257 $1.09B 7.09% +259,992 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,230,639 shares; 2024Q4: 10,728,367 shares; 2025Q1: 10,922,893 shares; 2025Q2: 10,198,998 shares; 2025Q3: 10,992,587 shares; 2025Q4: 11,554,781 shares; 2026Q1: 11,821,596 shares; 2026Q2: 12,768,271 shares 12,768,271 $616M 4.02% +946,675 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,639,313 shares; 2024Q4: 2,740,701 shares; 2025Q1: 2,886,776 shares; 2025Q2: 3,347,838 shares; 2025Q3: 3,470,507 shares; 2025Q4: 3,609,845 shares; 2026Q1: 3,636,427 shares; 2026Q2: 3,675,530 shares 3,675,530 $545M 3.55% +39,103 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,311,409 shares; 2024Q4: 2,311,775 shares; 2025Q1: 2,400,608 shares; 2025Q2: 2,525,401 shares; 2025Q3: 2,544,818 shares; 2025Q4: 2,565,822 shares; 2026Q1: 2,652,397 shares; 2026Q2: 2,646,512 shares 2,646,512 $433M 2.82% -5,885 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,339,824 shares; 2024Q4: 1,496,050 shares; 2025Q1: 1,456,662 shares; 2025Q2: 1,516,142 shares; 2025Q3: 1,553,309 shares; 2025Q4: 1,592,959 shares; 2026Q1: 1,578,342 shares; 2026Q2: 1,642,193 shares 1,642,193 $169M 1.1% +63,851 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,071,770 shares; 2024Q4: 3,159,115 shares; 2025Q1: 3,670,147 shares; 2025Q2: 3,928,302 shares; 2025Q3: 4,576,226 shares; 2025Q4: 6,274,599 shares; 2026Q1: 7,796,095 shares; 2026Q2: 9,189,016 shares 9,189,016 $73.3M 0.48% +1,392,921 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,656 shares; 2024Q4: 372,814 shares; 2025Q1: 382,178 shares; 2025Q2: 426,341 shares; 2025Q3: 436,504 shares; 2025Q4: 438,708 shares; 2026Q1: 451,156 shares; 2026Q2: 451,365 shares 451,365 $69.6M 0.45% +209 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,134,304 shares; 2024Q4: 1,196,670 shares; 2025Q1: 1,190,891 shares; 2025Q2: 1,239,058 shares; 2025Q3: 1,231,111 shares; 2025Q4: 1,248,070 shares; 2026Q1: 1,215,383 shares; 2026Q2: 1,187,994 shares 1,187,994 $65M 0.42% -27,389 Timeline GBIL 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; 2024Q3: 457,412 shares; 2024Q4: 462,099 shares; 2025Q1: 492,786 shares; 2025Q2: 495,627 shares; 2025Q3: 500,390 shares; 2025Q4: 511,400 shares; 2026Q1: 536,466 shares; 2026Q2: 544,006 shares 544,006 $54.5M 0.36% +7,540 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,015 shares; 2024Q4: 421,184 shares; 2025Q1: 446,762 shares; 2025Q2: 449,639 shares; 2025Q3: 453,970 shares; 2025Q4: 467,044 shares; 2026Q1: 486,564 shares; 2026Q2: 493,047 shares 493,047 $54.4M 0.35% +6,483 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902,899 shares; 2024Q4: 919,480 shares; 2025Q1: 971,050 shares; 2025Q2: 975,055 shares; 2025Q3: 988,139 shares; 2025Q4: 1,016,000 shares; 2026Q1: 1,062,906 shares; 2026Q2: 1,074,931 shares 1,074,931 $54.4M 0.35% +12,025 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; 2024Q3: 900,074 shares; 2024Q4: 916,755 shares; 2025Q1: 972,181 shares; 2025Q2: 975,829 shares; 2025Q3: 986,901 shares; 2025Q4: 1,007,576 shares; 2026Q1: 1,066,602 shares; 2026Q2: 1,074,374 shares 1,074,374 $54.3M 0.35% +7,772 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; 2024Q3: 502,054 shares; 2024Q4: 508,855 shares; 2025Q1: 538,240 shares; 2025Q2: 540,874 shares; 2025Q3: 548,222 shares; 2025Q4: 562,960 shares; 2026Q1: 585,347 shares; 2026Q2: 592,581 shares 592,581 $54.3M 0.35% +7,234 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505,160 shares; 2024Q4: 517,258 shares; 2025Q1: 535,675 shares; 2025Q2: 623,935 shares; 2025Q3: 634,691 shares; 2025Q4: 648,842 shares; 2026Q1: 641,249 shares; 2026Q2: 639,445 shares 639,445 $35.8M 0.23% -1,804 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: 67,215 shares; 2024Q4: 75,620 shares; 2025Q1: 93,603 shares; 2025Q2: 103,459 shares; 2025Q3: 113,758 shares; 2025Q4: 129,199 shares; 2026Q1: 143,343 shares; 2026Q2: 154,002 shares 154,002 $30.8M 0.2% +10,659 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,164,163 shares; 2024Q4: 1,237,608 shares; 2025Q1: 1,255,948 shares; 2025Q2: 1,084,912 shares; 2025Q3: 1,147,436 shares; 2025Q4: 1,199,293 shares; 2026Q1: 1,201,622 shares; 2026Q2: 1,289,961 shares 1,289,961 $29.4M 0.19% +88,339 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,140 shares; 2024Q4: 288,507 shares; 2025Q1: 294,708 shares; 2025Q2: 253,551 shares; 2025Q3: 266,578 shares; 2025Q4: 276,775 shares; 2026Q1: 276,788 shares; 2026Q2: 296,322 shares 296,322 $28M 0.18% +19,534 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 974,013 shares; 2024Q4: 1,043,727 shares; 2025Q1: 1,066,553 shares; 2025Q2: 926,699 shares; 2025Q3: 973,223 shares; 2025Q4: 1,020,943 shares; 2026Q1: 1,028,616 shares; 2026Q2: 1,092,474 shares 1,092,474 $25.3M 0.16% +63,858 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,188 shares; 2024Q4: 206,815 shares; 2025Q1: 207,401 shares; 2025Q2: 179,830 shares; 2025Q3: 191,870 shares; 2025Q4: 200,932 shares; 2026Q1: 201,237 shares; 2026Q2: 213,105 shares 213,105 $17.5M 0.11% +11,868 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638,784 shares; 2024Q4: 680,709 shares; 2025Q1: 684,397 shares; 2025Q2: 588,958 shares; 2025Q3: 625,111 shares; 2025Q4: 657,623 shares; 2026Q1: 660,178 shares; 2026Q2: 698,679 shares 698,679 $17.5M 0.11% +38,501 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: 16,361 shares; 2024Q4: 18,836 shares; 2025Q1: 24,343 shares; 2025Q2: 27,844 shares; 2025Q3: 29,874 shares; 2025Q4: 30,293 shares; 2026Q1: 33,833 shares; 2026Q2: 36,762 shares 36,762 $15.5M 0.1% +2,929 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: 19,237 shares; 2024Q4: 21,681 shares; 2025Q1: 25,785 shares; 2025Q2: 32,632 shares; 2025Q3: 35,419 shares; 2025Q4: 36,658 shares; 2026Q1: 40,524 shares; 2026Q2: 42,388 shares 42,388 $12.3M 0.08% +1,864 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; 2024Q3: 18,059 shares; 2024Q4: 20,593 shares; 2025Q1: 24,778 shares; 2025Q2: 29,279 shares; 2025Q3: 33,667 shares; 2025Q4: 37,960 shares; 2026Q1: 44,897 shares; 2026Q2: 48,042 shares 48,042 $11.4M 0.07% +3,145 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; 2024Q3: 5,678 shares; 2024Q4: 7,697 shares; 2025Q1: 10,532 shares; 2025Q2: 12,391 shares; 2025Q3: 13,896 shares; 2025Q4: 14,759 shares; 2026Q1: 16,077 shares; 2026Q2: 14,921 shares 14,921 $8.67M 0.06% -1,156 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: 4,515 shares; 2024Q4: 5,939 shares; 2025Q1: 9,241 shares; 2025Q2: 10,903 shares; 2025Q3: 13,605 shares; 2025Q4: 32,359 shares; 2026Q1: 36,868 shares; 2026Q2: 38,056 shares 38,056 $7.25M 0.05% +1,188 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: 5,656 shares; 2024Q4: 6,669 shares; 2025Q1: 7,925 shares; 2025Q2: 8,526 shares; 2025Q3: 9,755 shares; 2025Q4: 11,444 shares; 2026Q1: 14,543 shares; 2026Q2: 16,698 shares 16,698 $6.23M 0.04% +2,155 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; 2024Q3: 2,173 shares; 2024Q4: 2,369 shares; 2025Q1: 2,627 shares; 2025Q2: 3,046 shares; 2025Q3: 3,674 shares; 2025Q4: 4,980 shares; 2026Q1: 6,243 shares; 2026Q2: 7,321 shares 7,321 $4.12M 0.03% +1,078 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,271 shares; 2024Q4: 5,783 shares; 2025Q1: 6,886 shares; 2025Q2: 7,997 shares; 2025Q3: 8,394 shares; 2025Q4: 8,832 shares; 2026Q1: 9,999 shares; 2026Q2: 10,617 shares 10,617 $3.75M 0.02% +618 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: 3,830 shares; 2024Q4: 4,012 shares; 2025Q1: 4,826 shares; 2025Q2: 5,765 shares; 2025Q3: 6,267 shares; 2025Q4: 7,340 shares; 2026Q1: 9,379 shares; 2026Q2: 10,333 shares 10,333 $3.69M 0.02% +954 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,370 shares; 2024Q4: 20,915 shares; 2025Q1: 22,940 shares; 2025Q2: 29,118 shares; 2025Q3: 30,964 shares; 2025Q4: 29,613 shares; 2026Q1: 27,756 shares; 2026Q2: 24,002 shares 24,002 $3.35M 0.02% -3,754 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: 2,570 shares; 2024Q4: 3,366 shares; 2025Q1: 4,184 shares; 2025Q2: 4,904 shares; 2025Q3: 5,466 shares; 2025Q4: 6,152 shares; 2026Q1: 7,550 shares; 2026Q2: 8,213 shares 8,213 $3.1M 0.02% +663 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: 894 shares; 2024Q4: 1,132 shares; 2025Q1: 1,239 shares; 2025Q2: 1,605 shares; 2025Q3: 1,996 shares; 2025Q4: 1,979 shares; 2026Q1: 2,296 shares; 2026Q2: 2,555 shares 2,555 $3.06M 0.02% +259 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: 2,591 shares; 2024Q4: 2,888 shares; 2025Q1: 3,032 shares; 2025Q2: 3,659 shares; 2025Q3: 4,281 shares; 2025Q4: 4,929 shares; 2026Q1: 5,309 shares; 2026Q2: 5,505 shares 5,505 $2.75M 0.02% +196 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; 2024Q3: not reported; 2024Q4: 1,051 shares; 2025Q1: 1,479 shares; 2025Q2: 1,582 shares; 2025Q3: 1,772 shares; 2025Q4: 1,956 shares; 2026Q1: 2,030 shares; 2026Q2: 2,152 shares 2,152 $2.53M 0.02% +122 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,408 shares; 2024Q4: 13,013 shares; 2025Q1: 16,138 shares; 2025Q2: 22,334 shares; 2025Q3: 27,931 shares; 2025Q4: 32,586 shares; 2026Q1: 37,522 shares; 2026Q2: 44,426 shares 44,426 $2.51M 0.02% +6,904 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; 2024Q3: 977 shares; 2024Q4: 1,075 shares; 2025Q1: 1,231 shares; 2025Q2: 1,395 shares; 2025Q3: 1,710 shares; 2025Q4: 2,074 shares; 2026Q1: 2,189 shares; 2026Q2: 2,618 shares 2,618 $2.45M 0.02% +429 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: 3,736 shares; 2024Q4: 5,391 shares; 2025Q1: 7,006 shares; 2025Q2: 8,935 shares; 2025Q3: 10,125 shares; 2025Q4: 10,862 shares; 2026Q1: 12,283 shares; 2026Q2: 15,001 shares 15,001 $2.05M 0.01% +2,718 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: 1,828 shares; 2024Q4: 2,635 shares; 2025Q1: 3,242 shares; 2025Q2: 4,557 shares; 2025Q3: 5,391 shares; 2025Q4: 6,052 shares; 2026Q1: 9,053 shares; 2026Q2: 11,219 shares 11,219 $1.86M 0.01% +2,166 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598 shares; 2024Q4: 797 shares; 2025Q1: 1,009 shares; 2025Q2: 1,195 shares; 2025Q3: 1,334 shares; 2025Q4: 1,452 shares; 2026Q1: 1,585 shares; 2026Q2: 1,701 shares 1,701 $1.81M 0.01% +116 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,137 shares; 2024Q4: 7,469 shares; 2025Q1: 8,256 shares; 2025Q2: 9,136 shares; 2025Q3: 10,325 shares; 2025Q4: 12,003 shares; 2026Q1: 13,004 shares; 2026Q2: 15,128 shares 15,128 $1.71M 0.01% +2,124 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; 2024Q3: 3,080 shares; 2024Q4: 5,298 shares; 2025Q1: 7,021 shares; 2025Q2: 9,098 shares; 2025Q3: 10,678 shares; 2025Q4: 24,607 shares; 2026Q1: 27,553 shares; 2026Q2: 31,575 shares 31,575 $1.68M 0.01% +4,022 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: 561 shares; 2024Q4: 583 shares; 2025Q1: 622 shares; 2025Q2: 664 shares; 2025Q3: 852 shares; 2025Q4: 12,893 shares; 2026Q1: 17,121 shares; 2026Q2: 20,987 shares 20,987 $1.5M 0.01% +3,866 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,333 shares; 2024Q4: 2,095 shares; 2025Q1: 2,201 shares; 2025Q2: 2,616 shares; 2025Q3: 3,027 shares; 2025Q4: 3,368 shares; 2026Q1: 3,715 shares; 2026Q2: 3,970 shares 3,970 $1.48M 0.01% +255 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; 2024Q3: 6,313 shares; 2024Q4: 7,484 shares; 2025Q1: 7,768 shares; 2025Q2: 8,744 shares; 2025Q3: 10,857 shares; 2025Q4: 12,783 shares; 2026Q1: 15,240 shares; 2026Q2: 17,255 shares 17,255 $1.4M 0.01% +2,015 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,257 shares; 2024Q4: 1,659 shares; 2025Q1: 2,710 shares; 2025Q2: 3,252 shares; 2025Q3: 3,998 shares; 2025Q4: 5,718 shares; 2026Q1: 7,862 shares; 2026Q2: 8,399 shares 8,399 $1.23M 0.01% +537 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; 2024Q3: 523 shares; 2024Q4: 705 shares; 2025Q1: 876 shares; 2025Q2: 1,090 shares; 2025Q3: 1,371 shares; 2025Q4: 1,580 shares; 2026Q1: 1,815 shares; 2026Q2: 2,282 shares 2,282 $1.16M 0.01% +467 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; 2024Q3: 356 shares; 2024Q4: 468 shares; 2025Q1: 547 shares; 2025Q2: 1,174 shares; 2025Q3: 1,915 shares; 2025Q4: 2,352 shares; 2026Q1: 2,928 shares; 2026Q2: 2,706 shares 2,706 $1.12M 0.01% -222 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; 2024Q3: not reported; 2024Q4: 5,934 shares; 2025Q1: 8,384 shares; 2025Q2: 10,978 shares; 2025Q3: 13,770 shares; 2025Q4: 15,862 shares; 2026Q1: 18,787 shares; 2026Q2: 20,421 shares 20,421 $1.09M 0.01% +1,634 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: 1,373 shares; 2024Q4: 1,447 shares; 2025Q1: 1,547 shares; 2025Q2: 1,592 shares; 2025Q3: 1,874 shares; 2025Q4: 2,168 shares; 2026Q1: 2,694 shares; 2026Q2: 3,042 shares 3,042 $996K 0.01% +348 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: 923 shares; 2024Q4: 1,170 shares; 2025Q1: 1,492 shares; 2025Q2: 1,745 shares; 2025Q3: 1,883 shares; 2025Q4: 2,311 shares; 2026Q1: 2,542 shares; 2026Q2: 2,780 shares 2,780 $980K 0.01% +238 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 378 shares; 2025Q1: 426 shares; 2025Q2: 498 shares; 2025Q3: 586 shares; 2025Q4: 708 shares; 2026Q1: 836 shares; 2026Q2: 923 shares 923 $888K 0.01% +87 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,658 shares; 2024Q4: 2,213 shares; 2025Q1: 2,531 shares; 2025Q2: 3,197 shares; 2025Q3: 3,902 shares; 2025Q4: 4,386 shares; 2026Q1: 4,975 shares; 2026Q2: 5,450 shares 5,450 $865K 0.01% +475 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares; 2025Q4: 1,074 shares; 2026Q1: 1,112 shares; 2026Q2: 1,128 shares 1,128 $816K 0.01% +16 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; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: 1,131 shares; 2025Q2: 1,315 shares; 2025Q3: 1,647 shares; 2025Q4: 1,853 shares; 2026Q1: 2,344 shares; 2026Q2: 2,773 shares 2,773 $780K 0.01% +429 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,785 shares; 2025Q2: 3,558 shares; 2025Q3: 4,646 shares; 2025Q4: 11,933 shares; 2026Q1: 13,998 shares; 2026Q2: 16,896 shares 16,896 $766K <0.01% +2,898 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: not reported; 2024Q4: not reported; 2025Q1: 1,586 shares; 2025Q2: 2,027 shares; 2025Q3: 2,239 shares; 2025Q4: 2,439 shares; 2026Q1: 2,685 shares; 2026Q2: 2,984 shares 2,984 $758K <0.01% +299 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: 840 shares; 2024Q4: 1,066 shares; 2025Q1: 1,219 shares; 2025Q2: 1,571 shares; 2025Q3: 1,799 shares; 2025Q4: 2,042 shares; 2026Q1: 2,252 shares; 2026Q2: 2,692 shares 2,692 $728K <0.01% +440 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,779 shares; 2025Q3: 2,297 shares; 2025Q4: 2,870 shares; 2026Q1: 3,364 shares; 2026Q2: 3,872 shares 3,872 $717K <0.01% +508 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,721 shares; 2024Q4: 3,380 shares; 2025Q1: 3,670 shares; 2025Q2: 4,948 shares; 2025Q3: 6,096 shares; 2025Q4: 6,596 shares; 2026Q1: 6,616 shares; 2026Q2: 6,618 shares 6,618 $676K <0.01% +2 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353 shares; 2024Q4: 1,764 shares; 2025Q1: 2,093 shares; 2025Q2: 2,422 shares; 2025Q3: 2,614 shares; 2025Q4: 2,835 shares; 2026Q1: 2,928 shares; 2026Q2: 2,995 shares 2,995 $648K <0.01% +67 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,985 shares; 2025Q1: 2,464 shares; 2025Q2: 3,333 shares; 2025Q3: 3,718 shares; 2025Q4: 4,037 shares; 2026Q1: 4,326 shares; 2026Q2: 4,579 shares 4,579 $620K <0.01% +253 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: 3,728 shares; 2024Q4: 3,826 shares; 2025Q1: 3,958 shares; 2025Q2: 4,152 shares; 2025Q3: 4,566 shares; 2025Q4: 4,808 shares; 2026Q1: 5,728 shares; 2026Q2: 6,240 shares 6,240 $601K <0.01% +512 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: 868 shares; 2024Q4: 919 shares; 2025Q1: 898 shares; 2025Q2: 1,034 shares; 2025Q3: 1,207 shares; 2025Q4: 1,332 shares; 2026Q1: 1,559 shares; 2026Q2: 1,676 shares 1,676 $575K <0.01% +117 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,674 shares; 2024Q4: 3,477 shares; 2025Q1: 4,846 shares; 2025Q2: 6,577 shares; 2025Q3: 6,770 shares; 2025Q4: 8,155 shares; 2026Q1: 9,596 shares; 2026Q2: 13,634 shares 13,634 $560K <0.01% +4,038 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: 750 shares; 2024Q4: 759 shares; 2025Q1: 876 shares; 2025Q2: 966 shares; 2025Q3: 1,070 shares; 2025Q4: 1,141 shares; 2026Q1: 1,532 shares; 2026Q2: 1,640 shares 1,640 $555K <0.01% +108 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,785 shares; 2025Q2: 2,465 shares; 2025Q3: 2,955 shares; 2025Q4: 3,532 shares; 2026Q1: 3,927 shares; 2026Q2: 4,246 shares 4,246 $537K <0.01% +319 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: not reported; 2026Q2: 3,131 shares 3,131 $535K <0.01% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION 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: 1,534 shares; 2025Q4: 1,807 shares; 2026Q1: 2,280 shares; 2026Q2: 2,757 shares 2,757 $523K <0.01% +477 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,677 shares; 2025Q3: 9,405 shares; 2025Q4: 10,650 shares; 2026Q1: 12,178 shares; 2026Q2: 12,107 shares 12,107 $509K <0.01% -71 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,150 shares; 2025Q4: 3,598 shares; 2026Q1: 4,109 shares; 2026Q2: 4,273 shares 4,273 $502K <0.01% +164 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; 2024Q3: not reported; 2024Q4: 1,112 shares; 2025Q1: 1,401 shares; 2025Q2: 1,746 shares; 2025Q3: 2,214 shares; 2025Q4: 2,631 shares; 2026Q1: 2,860 shares; 2026Q2: 3,065 shares 3,065 $501K <0.01% +205 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: 597 shares; 2025Q4: 688 shares; 2026Q1: 697 shares; 2026Q2: 784 shares 784 $497K <0.01% +87 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,504 shares; 2025Q3: 4,060 shares; 2025Q4: 4,218 shares; 2026Q1: 4,440 shares; 2026Q2: 5,547 shares 5,547 $487K <0.01% +1,107 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,629 shares; 2025Q1: 2,087 shares; 2025Q2: 2,819 shares; 2025Q3: 3,749 shares; 2025Q4: 3,864 shares; 2026Q1: 4,190 shares; 2026Q2: 4,387 shares 4,387 $472K <0.01% +197 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,523 shares; 2025Q1: 9,416 shares; 2025Q2: 12,503 shares; 2025Q3: 14,492 shares; 2025Q4: 15,598 shares; 2026Q1: 16,544 shares; 2026Q2: 18,973 shares 18,973 $457K <0.01% +2,429 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,492 shares; 2025Q3: 2,823 shares; 2025Q4: 3,364 shares; 2026Q1: 3,758 shares; 2026Q2: 4,249 shares 4,249 $455K <0.01% +491 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,162 shares; 2025Q3: 1,314 shares; 2025Q4: 1,463 shares; 2026Q1: 1,664 shares; 2026Q2: 1,790 shares 1,790 $450K <0.01% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,471 shares; 2025Q3: 1,524 shares; 2025Q4: 1,689 shares; 2026Q1: 2,251 shares; 2026Q2: 2,371 shares 2,371 $438K <0.01% +120 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 412 shares; 2025Q1: 492 shares; 2025Q2: 583 shares; 2025Q3: 706 shares; 2025Q4: 770 shares; 2026Q1: 965 shares; 2026Q2: 1,035 shares 1,035 $422K <0.01% +70 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,685 shares; 2025Q3: 3,271 shares; 2025Q4: 3,811 shares; 2026Q1: 3,818 shares; 2026Q2: 4,306 shares 4,306 $412K <0.01% +488 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 304 shares; 2026Q1: 373 shares; 2026Q2: 399 shares 399 $404K <0.01% +26 Timeline XRT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,940 shares; 2025Q4: 3,458 shares; 2026Q1: not reported; 2026Q2: 4,579 shares 4,579 $402K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,799 shares; 2025Q4: 3,463 shares; 2026Q1: 4,111 shares; 2026Q2: 4,686 shares 4,686 $389K <0.01% +575 Timeline XLB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,389 shares; 2025Q4: 5,814 shares; 2026Q1: 6,451 shares; 2026Q2: 7,427 shares 7,427 $378K <0.01% +976 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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: 2,212 shares; 2025Q4: 2,580 shares; 2026Q1: 2,876 shares; 2026Q2: 3,576 shares 3,576 $372K <0.01% +700 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,498 shares; 2025Q4: 1,841 shares; 2026Q1: 2,079 shares; 2026Q2: 2,352 shares 2,352 $345K <0.01% +273 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 680 shares; 2025Q1: 869 shares; 2025Q2: 1,062 shares; 2025Q3: 1,291 shares; 2025Q4: 1,322 shares; 2026Q1: 1,735 shares; 2026Q2: 2,183 shares 2,183 $342K <0.01% +448 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,449 shares; 2025Q4: 2,439 shares; 2026Q1: 2,479 shares; 2026Q2: 2,527 shares 2,527 $325K <0.01% +48 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,377 shares; 2025Q4: 3,902 shares; 2026Q1: 4,027 shares; 2026Q2: 4,433 shares 4,433 $319K <0.01% +406 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,884 shares; 2025Q4: 3,003 shares; 2026Q1: 3,409 shares; 2026Q2: 3,036 shares 3,036 $314K <0.01% -373 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202 shares; 2025Q3: 228 shares; 2025Q4: 1,364 shares; 2026Q1: 2,087 shares; 2026Q2: 3,130 shares 3,130 $311K <0.01% +1,043 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 49 shares; 2025Q4: 59 shares; 2026Q1: 67 shares; 2026Q2: 1,672 shares 1,672 $298K <0.01% +1,605 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,180 shares; 2026Q1: 2,691 shares; 2026Q2: 3,210 shares 3,210 $296K <0.01% +519 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 944 shares 944 $281K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: 496 shares; 2025Q4: 491 shares; 2026Q1: 587 shares; 2026Q2: 692 shares 692 $275K <0.01% +105 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 863 shares; 2025Q4: 987 shares; 2026Q1: 1,057 shares; 2026Q2: 1,231 shares 1,231 $271K <0.01% +174 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,307 shares; 2026Q1: 5,760 shares; 2026Q2: 6,248 shares 6,248 $265K <0.01% +488 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED 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: 395 shares; 2026Q1: 459 shares; 2026Q2: 504 shares 504 $259K <0.01% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,139 shares; 2025Q4: 4,312 shares; 2026Q1: 4,726 shares; 2026Q2: 4,529 shares 4,529 $258K <0.01% -197 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; 2024Q3: not reported; 2024Q4: 9,532 shares; 2025Q1: 9,936 shares; 2025Q2: 10,053 shares; 2025Q3: 11,191 shares; 2025Q4: 11,475 shares; 2026Q1: 11,375 shares; 2026Q2: 12,428 shares 12,428 $257K <0.01% +1,053 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,538 shares; 2026Q1: 1,632 shares; 2026Q2: 1,860 shares 1,860 $252K <0.01% +228 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 669 shares; 2025Q4: 748 shares; 2026Q1: 946 shares; 2026Q2: 1,181 shares 1,181 $242K <0.01% +235 Timeline MMM 3M CO More: the full row for 3M CO 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: 1,365 shares; 2025Q4: 1,454 shares; 2026Q1: 1,529 shares; 2026Q2: 1,474 shares 1,474 $239K <0.01% -55 Timeline STIP 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: 2,098 shares; 2026Q1: 2,067 shares; 2026Q2: 2,332 shares 2,332 $238K <0.01% +265 Timeline