VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 186,918 shares; 2025Q1: 186,239 shares; 2025Q2: 200,037 shares; 2025Q3: 199,289 shares; 2025Q4: 203,414 shares; 2026Q1: 202,679 shares; 2026Q2: 212,634 shares; 2026Q3: 204,800 shares 204,800 $47.4M 13.95% -7,834 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; 2024Q4: 238,579 shares; 2025Q1: 246,259 shares; 2025Q2: 252,805 shares; 2025Q3: 264,209 shares; 2025Q4: 270,704 shares; 2026Q1: 268,772 shares; 2026Q2: 270,374 shares; 2026Q3: 274,034 shares 274,034 $42.5M 12.5% +3,660 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,879 shares; 2025Q1: 73,870 shares; 2025Q2: 76,847 shares; 2025Q3: 78,168 shares; 2025Q4: 76,072 shares; 2026Q1: 77,651 shares; 2026Q2: 81,458 shares; 2026Q3: 79,833 shares 79,833 $33.2M 9.77% -1,625 Timeline PWB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,630 shares; 2025Q4: 208,072 shares; 2026Q1: 212,221 shares; 2026Q2: 215,222 shares; 2026Q3: 195,922 shares 195,922 $31.8M 9.34% -19,300 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 446,266 shares; 2025Q1: 465,242 shares; 2025Q2: 478,542 shares; 2025Q3: 512,883 shares; 2025Q4: 543,741 shares; 2026Q1: 570,801 shares; 2026Q2: 593,035 shares; 2026Q3: 632,276 shares 632,276 $27.8M 8.18% +39,241 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; 2024Q4: 862,539 shares; 2025Q1: 910,178 shares; 2025Q2: 867,975 shares; 2025Q3: 906,903 shares; 2025Q4: 926,736 shares; 2026Q1: 916,518 shares; 2026Q2: 918,793 shares; 2026Q3: 983,367 shares 983,367 $27M 7.94% +64,574 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 479,817 shares; 2025Q1: 492,706 shares; 2025Q2: 487,427 shares; 2025Q3: 521,948 shares; 2025Q4: 519,911 shares; 2026Q1: 517,694 shares; 2026Q2: 519,062 shares; 2026Q3: 528,691 shares 528,691 $24.5M 7.21% +9,629 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; 2024Q4: 86,164 shares; 2025Q1: 86,793 shares; 2025Q2: 74,258 shares; 2025Q3: 78,871 shares; 2025Q4: 71,593 shares; 2026Q1: 33,422 shares; 2026Q2: 38,888 shares; 2026Q3: 47,383 shares 47,383 $18M 5.31% +8,495 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,239 shares; 2026Q1: 120,199 shares; 2026Q2: 167,524 shares; 2026Q3: 172,843 shares 172,843 $15.5M 4.55% +5,319 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; 2024Q4: 73,796 shares; 2025Q1: 78,651 shares; 2025Q2: 84,257 shares; 2025Q3: 89,469 shares; 2025Q4: 187,509 shares; 2026Q1: 186,092 shares; 2026Q2: 157,572 shares; 2026Q3: 165,561 shares 165,561 $10.2M 2.99% +7,989 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,605 shares; 2025Q1: 82,623 shares; 2025Q2: 83,527 shares; 2025Q3: 86,365 shares; 2025Q4: 87,888 shares; 2026Q1: 91,731 shares; 2026Q2: 93,582 shares; 2026Q3: 102,518 shares 102,518 $9.69M 2.85% +8,936 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; 2024Q4: 156,091 shares; 2025Q1: 148,772 shares; 2025Q2: 147,703 shares; 2025Q3: 155,716 shares; 2025Q4: 161,033 shares; 2026Q1: 163,942 shares; 2026Q2: 172,599 shares; 2026Q3: 174,571 shares 174,571 $9.32M 2.74% +1,972 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,710 shares; 2025Q1: 26,183 shares; 2025Q2: 26,785 shares; 2025Q3: 24,943 shares; 2025Q4: 24,477 shares; 2026Q1: 24,116 shares; 2026Q2: 23,801 shares; 2026Q3: 23,586 shares 23,586 $7.85M 2.31% -215 Timeline SPGM 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; 2024Q4: 35,359 shares; 2025Q1: 36,451 shares; 2025Q2: 39,546 shares; 2025Q3: 39,406 shares; 2025Q4: 39,457 shares; 2026Q1: 40,810 shares; 2026Q2: 41,435 shares; 2026Q3: 41,123 shares 41,123 $3.56M 1.05% -312 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,365 shares 17,365 $2.83M 0.83% new 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; 2024Q4: 9,500 shares; 2025Q1: 29,500 shares; 2025Q2: 29,088 shares; 2025Q3: 34,088 shares; 2025Q4: 44,088 shares; 2026Q1: 48,788 shares; 2026Q2: 50,090 shares; 2026Q3: 51,786 shares 51,786 $2.45M 0.72% +1,696 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,302 shares; 2025Q1: 5,369 shares; 2025Q2: 5,405 shares; 2025Q3: 4,827 shares; 2025Q4: 4,918 shares; 2026Q1: 4,913 shares; 2026Q2: 5,241 shares; 2026Q3: 5,241 shares 5,241 $1.86M 0.55% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,804 shares; 2025Q1: 32,412 shares; 2025Q2: 35,990 shares; 2025Q3: 35,595 shares; 2025Q4: 34,921 shares; 2026Q1: 35,421 shares; 2026Q2: 35,467 shares; 2026Q3: 35,479 shares 35,479 $1.76M 0.52% +12 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,433 shares; 2025Q1: 87,746 shares; 2025Q2: 89,682 shares; 2025Q3: 71,442 shares; 2025Q4: 70,925 shares; 2026Q1: 71,052 shares; 2026Q2: 72,803 shares; 2026Q3: 78,787 shares 78,787 $1.74M 0.51% +5,984 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,991 shares; 2025Q1: 2,867 shares; 2025Q2: 2,737 shares; 2025Q3: 2,596 shares; 2025Q4: 2,550 shares; 2026Q1: 2,544 shares; 2026Q2: 2,539 shares; 2026Q3: 2,496 shares 2,496 $1.28M 0.38% -43 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,562 shares; 2025Q1: 8,685 shares; 2025Q2: 11,266 shares; 2025Q3: 11,568 shares; 2025Q4: 14,716 shares; 2026Q1: 16,988 shares; 2026Q2: 16,915 shares; 2026Q3: 16,555 shares 16,555 $1.11M 0.33% -360 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,696 shares; 2025Q1: 4,751 shares; 2025Q2: 2,155 shares; 2025Q3: 2,105 shares; 2025Q4: 6,549 shares; 2026Q1: 8,791 shares; 2026Q2: 9,521 shares; 2026Q3: 10,714 shares 10,714 $1.08M 0.32% +1,193 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,944 shares; 2026Q1: 15,476 shares; 2026Q2: 17,568 shares; 2026Q3: 17,783 shares 17,783 $934K 0.27% +215 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,674 shares; 2026Q2: 3,803 shares; 2026Q3: 3,863 shares 3,863 $887K 0.26% +60 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,468 shares; 2025Q1: 4,797 shares; 2025Q2: 4,711 shares; 2025Q3: 4,264 shares; 2025Q4: 4,228 shares; 2026Q1: 4,121 shares; 2026Q2: 4,133 shares; 2026Q3: 4,022 shares 4,022 $821K 0.24% -111 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,416 shares; 2025Q1: 5,616 shares; 2025Q2: 3,634 shares; 2025Q3: 2,626 shares; 2025Q4: 2,444 shares; 2026Q1: 3,532 shares; 2026Q2: 3,462 shares; 2026Q3: 3,482 shares 3,482 $795K 0.23% +20 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,375 shares; 2025Q1: 2,350 shares; 2025Q2: 2,743 shares; 2025Q3: 2,350 shares; 2025Q4: 2,285 shares; 2026Q1: 2,235 shares; 2026Q2: 2,235 shares; 2026Q3: 2,185 shares 2,185 $785K 0.23% -50 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 6,600 shares; 2026Q3: 6,500 shares 6,500 $781K 0.23% -100 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,815 shares; 2025Q4: 14,815 shares; 2026Q1: 14,815 shares; 2026Q2: 14,815 shares; 2026Q3: 14,815 shares 14,815 $746K 0.22% 0 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,633 shares; 2025Q4: 14,385 shares; 2026Q1: 14,863 shares; 2026Q2: 17,151 shares; 2026Q3: 20,584 shares 20,584 $700K 0.21% +3,433 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,662 shares; 2026Q1: 11,165 shares; 2026Q2: 11,715 shares; 2026Q3: 13,641 shares 13,641 $655K 0.19% +1,926 Timeline XMMO 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; 2024Q4: 6,006 shares; 2025Q1: 6,022 shares; 2025Q2: 6,397 shares; 2025Q3: 6,253 shares; 2025Q4: 6,263 shares; 2026Q1: 5,578 shares; 2026Q2: 5,394 shares; 2026Q3: 4,325 shares 4,325 $635K 0.19% -1,069 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; 2024Q4: 3,049 shares; 2025Q1: 3,226 shares; 2025Q2: 3,218 shares; 2025Q3: 2,176 shares; 2025Q4: 2,113 shares; 2026Q1: 1,693 shares; 2026Q2: 1,247 shares; 2026Q3: 1,247 shares 1,247 $621K 0.18% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,227 shares; 2025Q1: 17,943 shares; 2025Q2: 17,292 shares; 2025Q3: 17,292 shares; 2025Q4: 16,458 shares; 2026Q1: 16,645 shares; 2026Q2: 16,953 shares; 2026Q3: 16,543 shares 16,543 $603K 0.18% -410 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,654 shares; 2025Q2: 10,667 shares; 2025Q3: 10,676 shares; 2025Q4: 10,686 shares; 2026Q1: 10,695 shares; 2026Q2: 10,707 shares; 2026Q3: 10,715 shares 10,715 $483K 0.14% +8 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; 2024Q4: 19,970 shares; 2025Q1: 21,719 shares; 2025Q2: 20,795 shares; 2025Q3: 20,877 shares; 2025Q4: 16,500 shares; 2026Q1: 22,500 shares; 2026Q2: 22,500 shares; 2026Q3: 22,500 shares 22,500 $445K 0.13% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,175 shares; 2025Q1: 3,175 shares; 2025Q2: 3,722 shares; 2025Q3: 2,674 shares; 2025Q4: 4,291 shares; 2026Q1: 4,291 shares; 2026Q2: 3,942 shares; 2026Q3: 3,942 shares 3,942 $437K 0.13% 0 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; 2024Q4: 521 shares; 2025Q1: 508 shares; 2025Q2: 501 shares; 2025Q3: 508 shares; 2025Q4: 496 shares; 2026Q1: 468 shares; 2026Q2: 454 shares; 2026Q3: 451 shares 451 $406K 0.12% -3 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,476 shares; 2026Q3: 14,980 shares 14,980 $393K 0.12% +4,504 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,947 shares; 2025Q2: 5,947 shares; 2025Q3: 5,087 shares; 2025Q4: 4,007 shares; 2026Q1: 3,897 shares; 2026Q2: 3,382 shares; 2026Q3: 3,382 shares 3,382 $390K 0.11% 0 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; 2024Q4: 5,698 shares; 2025Q1: 5,808 shares; 2025Q2: 4,900 shares; 2025Q3: 4,825 shares; 2025Q4: 5,326 shares; 2026Q1: 5,386 shares; 2026Q2: 5,306 shares; 2026Q3: 5,486 shares 5,486 $369K 0.11% +180 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 1,347 shares; 2025Q4: 1,399 shares; 2026Q1: 1,373 shares; 2026Q2: 1,373 shares; 2026Q3: 1,373 shares 1,373 $363K 0.11% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,076 shares; 2025Q3: not reported; 2025Q4: 1,551 shares; 2026Q1: 1,801 shares; 2026Q2: 1,863 shares; 2026Q3: 1,878 shares 1,878 $349K 0.1% +15 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,245 shares; 2026Q2: 1,245 shares; 2026Q3: 1,245 shares 1,245 $343K 0.1% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 402 shares; 2026Q3: 459 shares 459 $340K 0.1% +57 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 820 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 649 shares; 2026Q2: 2,597 shares; 2026Q3: 2,597 shares 2,597 $325K 0.1% 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; 2024Q4: not reported; 2025Q1: 1,516 shares; 2025Q2: 1,351 shares; 2025Q3: 1,351 shares; 2025Q4: 1,819 shares; 2026Q1: 1,674 shares; 2026Q2: 1,674 shares; 2026Q3: 1,674 shares 1,674 $319K 0.09% 0 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; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,091 shares; 2026Q2: 1,091 shares; 2026Q3: 1,091 shares 1,091 $297K 0.09% 0 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; 2024Q4: 1,099 shares; 2025Q1: 1,246 shares; 2025Q2: 1,958 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: 1,283 shares; 2026Q2: 1,273 shares; 2026Q3: 1,173 shares 1,173 $292K 0.09% -100 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; 2024Q4: 10,705 shares; 2025Q1: 10,753 shares; 2025Q2: 11,200 shares; 2025Q3: 11,216 shares; 2025Q4: 8,845 shares; 2026Q1: 9,183 shares; 2026Q2: 9,196 shares; 2026Q3: 9,431 shares 9,431 $276K 0.08% +235 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; 2024Q4: 1,100 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 1,060 shares; 2026Q3: 1,060 shares 1,060 $274K 0.08% 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; 2024Q4: 1,184 shares; 2025Q1: 1,126 shares; 2025Q2: 1,042 shares; 2025Q3: 907 shares; 2025Q4: 902 shares; 2026Q1: 892 shares; 2026Q2: 842 shares; 2026Q3: 812 shares 812 $269K 0.08% -30 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $254K 0.07% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,365 shares; 2026Q2: 7,368 shares; 2026Q3: 7,373 shares 7,373 $251K 0.07% +5 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 6,100 shares; 2026Q2: 5,100 shares; 2026Q3: 5,100 shares 5,100 $248K 0.07% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,441 shares; 2026Q3: 5,938 shares 5,938 $248K 0.07% +497 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,720 shares; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares; 2026Q2: 2,720 shares; 2026Q3: 2,720 shares 2,720 $235K 0.07% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 920 shares; 2026Q3: 800 shares 800 $224K 0.07% -120 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 305 shares 305 $221K 0.07% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,363 shares; 2026Q2: 1,267 shares; 2026Q3: 1,051 shares 1,051 $219K 0.06% -216 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,295 shares; 2025Q4: 1,407 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,795 shares 1,795 $201K 0.06% new Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares; 2026Q3: 18,000 shares 18,000 $53.1K 0.02% +2,000 Timeline BTCS BTCS INC More: the full row for BTCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 20,000 shares; 2026Q1: 22,000 shares; 2026Q2: 24,000 shares; 2026Q3: 24,000 shares 24,000 $35.3K 0.01% 0 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,379 shares; 2025Q1: 11,379 shares; 2025Q2: 11,379 shares; 2025Q3: 11,379 shares; 2025Q4: 11,379 shares; 2026Q1: 11,379 shares; 2026Q2: 11,379 shares; 2026Q3: 11,379 shares 11,379 $5.89K <0.01% 0 Timeline RIME ALGORHYTHM HLDGS INC More: the full row for ALGORHYTHM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,000 shares 16,000 $2.61K <0.01% new Timeline