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: 156,232 shares; 2024Q4: 157,257 shares; 2025Q1: 165,296 shares; 2025Q2: 186,789 shares; 2025Q3: 197,497 shares; 2025Q4: 197,900 shares; 2026Q1: 194,643 shares; 2026Q2: 194,493 shares 194,493 $134M 19.23% -150 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: 553,284 shares; 2024Q4: 576,795 shares; 2025Q1: 652,521 shares; 2025Q2: 734,676 shares; 2025Q3: 824,609 shares; 2025Q4: 897,669 shares; 2026Q1: 972,104 shares; 2026Q2: 990,470 shares 990,470 $98M 14.11% +18,366 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,019 shares; 2024Q4: 166,727 shares; 2025Q1: 166,545 shares; 2025Q2: 184,563 shares; 2025Q3: 193,355 shares; 2025Q4: 207,374 shares; 2026Q1: 227,871 shares; 2026Q2: 237,334 shares 237,334 $87.8M 12.64% +9,463 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,028 shares; 2024Q4: 236,401 shares; 2025Q1: 247,418 shares; 2025Q2: 269,604 shares; 2025Q3: 285,978 shares; 2025Q4: 312,451 shares; 2026Q1: 380,964 shares; 2026Q2: 404,972 shares 404,972 $39.1M 5.63% +24,008 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469,276 shares; 2024Q4: 486,169 shares; 2025Q1: 493,260 shares; 2025Q2: 531,391 shares; 2025Q3: 545,067 shares; 2025Q4: 540,982 shares; 2026Q1: 522,437 shares; 2026Q2: 520,621 shares 520,621 $37.1M 5.34% -1,816 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,713 shares; 2024Q4: 30,035 shares; 2025Q1: 34,095 shares; 2025Q2: 40,099 shares; 2025Q3: 43,424 shares; 2025Q4: 49,280 shares; 2026Q1: 61,344 shares; 2026Q2: 265,114 shares 265,114 $32.9M 4.74% +203,770 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: 56,280 shares; 2024Q4: 60,528 shares; 2025Q1: 65,229 shares; 2025Q2: 73,247 shares; 2025Q3: 79,230 shares; 2025Q4: 89,155 shares; 2026Q1: 103,560 shares; 2026Q2: 108,012 shares 108,012 $23.5M 3.39% +4,452 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 656,658 shares; 2026Q1: 372,314 shares; 2026Q2: 370,045 shares 370,045 $19.7M 2.83% -2,269 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,174 shares; 2024Q4: 67,307 shares; 2025Q1: 70,033 shares; 2025Q2: 77,415 shares; 2025Q3: 81,333 shares; 2025Q4: 80,694 shares; 2026Q1: 70,713 shares; 2026Q2: 70,004 shares 70,004 $17.2M 2.48% -709 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,663 shares; 2024Q4: 155,987 shares; 2025Q1: 161,569 shares; 2025Q2: 184,599 shares; 2025Q3: 195,998 shares; 2025Q4: 212,549 shares; 2026Q1: 248,912 shares; 2026Q2: 261,106 shares 261,106 $13.5M 1.95% +12,194 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: 168,548 shares; 2024Q4: 174,229 shares; 2025Q1: 184,188 shares; 2025Q2: 203,828 shares; 2025Q3: 214,608 shares; 2025Q4: 213,386 shares; 2026Q1: 212,527 shares; 2026Q2: 212,407 shares 212,407 $12.7M 1.82% -120 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: 189,814 shares; 2024Q4: 183,862 shares; 2025Q1: 175,391 shares; 2025Q2: 170,622 shares; 2025Q3: 170,026 shares; 2025Q4: 168,475 shares; 2026Q1: 168,174 shares; 2026Q2: 163,824 shares 163,824 $12.6M 1.82% -4,350 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,277 shares; 2024Q4: 36,219 shares; 2025Q1: 44,925 shares; 2025Q2: 47,306 shares; 2025Q3: 53,744 shares; 2025Q4: 71,780 shares; 2026Q1: 97,316 shares; 2026Q2: 126,883 shares 126,883 $11.7M 1.68% +29,567 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: 50,977 shares; 2024Q4: 51,646 shares; 2025Q1: 47,063 shares; 2025Q2: 45,844 shares; 2025Q3: 45,543 shares; 2025Q4: 43,879 shares; 2026Q1: 39,038 shares; 2026Q2: 35,289 shares 35,289 $10.2M 1.47% -3,749 Timeline CGCP 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; 2024Q3: 123,865 shares; 2024Q4: 131,141 shares; 2025Q1: 159,354 shares; 2025Q2: 170,480 shares; 2025Q3: 192,243 shares; 2025Q4: 245,357 shares; 2026Q1: 351,792 shares; 2026Q2: 369,532 shares 369,532 $8.24M 1.19% +17,740 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,772 shares; 2024Q4: 92,359 shares; 2025Q1: 95,880 shares; 2025Q2: 101,343 shares; 2025Q3: 107,269 shares; 2025Q4: 119,710 shares; 2026Q1: 142,312 shares; 2026Q2: 148,746 shares 148,746 $7.33M 1.06% +6,434 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: 32,044 shares; 2024Q4: 32,020 shares; 2025Q1: 30,637 shares; 2025Q2: 32,389 shares; 2025Q3: 34,191 shares; 2025Q4: 37,278 shares; 2026Q1: 43,007 shares; 2026Q2: 45,380 shares 45,380 $6.73M 0.97% +2,373 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: 9,746 shares; 2024Q4: 9,402 shares; 2025Q1: 9,102 shares; 2025Q2: 9,101 shares; 2025Q3: 9,072 shares; 2025Q4: 8,900 shares; 2026Q1: 8,773 shares; 2026Q2: 8,781 shares 8,781 $6.58M 0.95% +8 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: 25,408 shares; 2024Q4: 26,554 shares; 2025Q1: 29,561 shares; 2025Q2: 31,356 shares; 2025Q3: 33,183 shares; 2025Q4: 33,179 shares; 2026Q1: 33,719 shares; 2026Q2: 33,815 shares 33,815 $5.31M 0.76% +96 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: 14,370 shares; 2024Q4: 14,277 shares; 2025Q1: 14,478 shares; 2025Q2: 14,478 shares; 2025Q3: 14,478 shares; 2025Q4: 14,148 shares; 2026Q1: 14,148 shares; 2026Q2: 13,920 shares 13,920 $4.92M 0.71% -228 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,408 shares; 2024Q4: 6,440 shares; 2025Q1: 6,209 shares; 2025Q2: 6,234 shares; 2025Q3: 6,108 shares; 2025Q4: 6,079 shares; 2026Q1: 6,130 shares; 2026Q2: 5,966 shares 5,966 $4.46M 0.64% -164 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: 25,270 shares; 2024Q4: 25,291 shares; 2025Q1: 28,776 shares; 2025Q2: 29,485 shares; 2025Q3: 29,238 shares; 2025Q4: 28,876 shares; 2026Q1: 37,468 shares; 2026Q2: 39,390 shares 39,390 $4.05M 0.58% +1,922 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: 12,241 shares; 2024Q4: 12,144 shares; 2025Q1: 11,616 shares; 2025Q2: 11,551 shares; 2025Q3: 11,387 shares; 2025Q4: 11,108 shares; 2026Q1: 10,933 shares; 2026Q2: 10,818 shares 10,818 $4.04M 0.58% -115 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: 10,663 shares; 2024Q4: 11,628 shares; 2025Q1: 11,617 shares; 2025Q2: 12,361 shares; 2025Q3: 12,528 shares; 2025Q4: 12,459 shares; 2026Q1: 17,118 shares; 2026Q2: 16,593 shares 16,593 $3.95M 0.57% -525 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,798 shares; 2024Q4: 6,982 shares; 2025Q1: 7,568 shares; 2025Q2: 8,008 shares; 2025Q3: 8,677 shares; 2025Q4: 9,847 shares; 2026Q1: 11,343 shares; 2026Q2: 47,561 shares 47,561 $3.83M 0.55% +36,218 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: 9,406 shares; 2024Q4: 10,082 shares; 2025Q1: 9,754 shares; 2025Q2: 9,854 shares; 2025Q3: 9,859 shares; 2025Q4: 9,527 shares; 2026Q1: 9,452 shares; 2026Q2: 9,275 shares 9,275 $3.31M 0.48% -177 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,598 shares; 2024Q4: 13,615 shares; 2025Q1: 13,615 shares; 2025Q2: 13,615 shares; 2025Q3: 13,938 shares; 2025Q4: 13,938 shares; 2026Q1: 13,915 shares; 2026Q2: 13,972 shares 13,972 $3.31M 0.48% +57 Timeline EFIV 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: not reported; 2025Q4: not reported; 2026Q1: 44,594 shares; 2026Q2: 45,299 shares 45,299 $3.3M 0.48% +705 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,802 shares; 2024Q4: 29,260 shares; 2025Q1: 28,691 shares; 2025Q2: 28,549 shares; 2025Q3: 26,319 shares; 2025Q4: 26,274 shares; 2026Q1: 23,980 shares; 2026Q2: 23,689 shares 23,689 $2.95M 0.42% -291 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: 7,515 shares; 2024Q4: 8,240 shares; 2025Q1: 8,240 shares; 2025Q2: 8,445 shares; 2025Q3: 8,605 shares; 2025Q4: 8,534 shares; 2026Q1: 8,532 shares; 2026Q2: 8,532 shares 8,532 $2.79M 0.4% 0 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: 49,874 shares; 2024Q4: 50,177 shares; 2025Q1: 52,321 shares; 2025Q2: 52,573 shares; 2025Q3: 50,779 shares; 2025Q4: 50,164 shares; 2026Q1: 51,356 shares; 2026Q2: 50,876 shares 50,876 $2.78M 0.4% -480 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,685 shares; 2024Q4: 2,669 shares; 2025Q1: 2,640 shares; 2025Q2: 2,644 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares; 2026Q1: 2,709 shares; 2026Q2: 22,449 shares 22,449 $2.68M 0.39% +19,740 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; 2024Q3: 2,881 shares; 2024Q4: 3,473 shares; 2025Q1: 3,565 shares; 2025Q2: 3,192 shares; 2025Q3: 3,287 shares; 2025Q4: 3,554 shares; 2026Q1: 3,560 shares; 2026Q2: 3,583 shares 3,583 $2.64M 0.38% +23 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: 4,454 shares; 2024Q4: 4,494 shares; 2025Q1: 4,624 shares; 2025Q2: 4,654 shares; 2025Q3: 4,636 shares; 2025Q4: 4,554 shares; 2026Q1: 4,554 shares; 2026Q2: 4,556 shares 4,556 $2.57M 0.37% +2 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 490,885 shares; 2025Q2: 262,404 shares; 2025Q3: 145,346 shares; 2025Q4: 89,568 shares; 2026Q1: 56,803 shares; 2026Q2: 56,008 shares 56,008 $2.49M 0.36% -795 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: 5,962 shares; 2024Q4: 5,978 shares; 2025Q1: 5,838 shares; 2025Q2: 5,864 shares; 2025Q3: 6,023 shares; 2025Q4: 5,891 shares; 2026Q1: 5,897 shares; 2026Q2: 5,824 shares 5,824 $2.42M 0.35% -73 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: 34,448 shares; 2025Q1: 25,414 shares; 2025Q2: 25,183 shares; 2025Q3: 24,786 shares; 2025Q4: 26,086 shares; 2026Q1: 26,086 shares; 2026Q2: 25,331 shares 25,331 $2.17M 0.31% -755 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: 4,069 shares; 2024Q4: 4,086 shares; 2025Q1: 4,009 shares; 2025Q2: 3,696 shares; 2025Q3: 4,055 shares; 2025Q4: 4,224 shares; 2026Q1: 4,356 shares; 2026Q2: 4,141 shares 4,141 $2.07M 0.3% -215 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,405 shares; 2024Q4: 10,405 shares; 2025Q1: 10,096 shares; 2025Q2: 10,247 shares; 2025Q3: 10,247 shares; 2025Q4: 10,247 shares; 2026Q1: 10,247 shares; 2026Q2: 8,391 shares 8,391 $2.03M 0.29% -1,856 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: 2,817 shares; 2024Q4: 2,817 shares; 2025Q1: 2,817 shares; 2025Q2: 2,637 shares; 2025Q3: 20,357 shares; 2025Q4: 18,522 shares; 2026Q1: 18,522 shares; 2026Q2: 16,789 shares 16,789 $1.9M 0.27% -1,733 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: 12,716 shares; 2024Q4: 13,554 shares; 2025Q1: 13,651 shares; 2025Q2: 14,357 shares; 2025Q3: 14,488 shares; 2025Q4: 14,410 shares; 2026Q1: 14,648 shares; 2026Q2: 9,386 shares 9,386 $1.88M 0.27% -5,262 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: 1,925 shares; 2024Q4: 1,653 shares; 2025Q1: 1,647 shares; 2025Q2: 1,636 shares; 2025Q3: 1,521 shares; 2025Q4: 1,405 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405 $1.69M 0.24% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,254 shares; 2024Q4: 10,337 shares; 2025Q1: 9,910 shares; 2025Q2: 9,591 shares; 2025Q3: 9,501 shares; 2025Q4: 9,462 shares; 2026Q1: 9,462 shares; 2026Q2: 10,082 shares 10,082 $1.63M 0.23% +620 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: 23,290 shares; 2024Q4: 22,320 shares; 2025Q1: 20,840 shares; 2025Q2: 20,769 shares; 2025Q3: 20,574 shares; 2025Q4: 20,063 shares; 2026Q1: 19,869 shares; 2026Q2: 19,243 shares 19,243 $1.6M 0.23% -626 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,073 shares; 2024Q4: 15,217 shares; 2025Q1: 15,217 shares; 2025Q2: 14,967 shares; 2025Q3: 14,967 shares; 2025Q4: 14,967 shares; 2026Q1: 14,967 shares; 2026Q2: 15,267 shares 15,267 $1.59M 0.23% +300 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: 28,175 shares; 2024Q4: 28,175 shares; 2025Q1: 22,369 shares; 2025Q2: 22,369 shares; 2025Q3: 22,369 shares; 2025Q4: 22,369 shares; 2026Q1: 22,276 shares; 2026Q2: 22,276 shares 22,276 $1.52M 0.22% 0 Timeline EVUS 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: not reported; 2026Q1: 41,167 shares; 2026Q2: 41,937 shares 41,937 $1.47M 0.21% +770 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: 5,482 shares; 2024Q4: 5,149 shares; 2025Q1: 4,988 shares; 2025Q2: 4,426 shares; 2025Q3: 4,254 shares; 2025Q4: 4,043 shares; 2026Q1: 4,078 shares; 2026Q2: 5,602 shares 5,602 $1.42M 0.2% +1,524 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,765 shares; 2024Q4: 3,765 shares; 2025Q1: 3,765 shares; 2025Q2: 3,765 shares; 2025Q3: 3,765 shares; 2025Q4: 3,765 shares; 2026Q1: 3,765 shares; 2026Q2: 3,767 shares 3,767 $1.4M 0.2% +2 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,481 shares; 2024Q4: 21,406 shares; 2025Q1: 29,247 shares; 2025Q2: 31,214 shares; 2025Q3: 30,972 shares; 2025Q4: 31,038 shares; 2026Q1: 24,763 shares; 2026Q2: 23,840 shares 23,840 $1.24M 0.18% -923 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,875 shares; 2024Q4: 25,188 shares; 2025Q1: 24,720 shares; 2025Q2: 24,736 shares; 2025Q3: 24,736 shares; 2025Q4: 24,755 shares; 2026Q1: 24,755 shares; 2026Q2: 24,768 shares 24,768 $1.22M 0.18% +13 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,396 shares; 2024Q4: 4,767 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 4,800 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $1.11M 0.16% 0 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: 6,243 shares; 2024Q4: 5,678 shares; 2025Q1: 5,678 shares; 2025Q2: 5,262 shares; 2025Q3: 4,604 shares; 2025Q4: 4,523 shares; 2026Q1: 4,032 shares; 2026Q2: 4,032 shares 4,032 $1.09M 0.16% 0 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: not reported; 2024Q4: 15,361 shares; 2025Q1: 6,770 shares; 2025Q2: 7,259 shares; 2025Q3: 10,720 shares; 2025Q4: 10,724 shares; 2026Q1: 9,473 shares; 2026Q2: 9,473 shares 9,473 $1.02M 0.15% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,220 shares 3,220 $976K 0.14% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,222 shares; 2024Q4: 7,222 shares; 2025Q1: 7,222 shares; 2025Q2: 7,186 shares; 2025Q3: 7,186 shares; 2025Q4: 7,186 shares; 2026Q1: 6,631 shares; 2026Q2: 6,631 shares 6,631 $971K 0.14% 0 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: 3,804 shares; 2024Q4: 2,884 shares; 2025Q1: 2,128 shares; 2025Q2: 2,186 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,288 shares; 2026Q2: 2,288 shares 2,288 $962K 0.14% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,417 shares; 2024Q4: 11,486 shares; 2025Q1: 11,219 shares; 2025Q2: 10,497 shares; 2025Q3: 9,682 shares; 2025Q4: 9,457 shares; 2026Q1: 9,257 shares; 2026Q2: 7,348 shares 7,348 $960K 0.14% -1,909 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,495 shares; 2024Q4: 18,370 shares; 2025Q1: 16,706 shares; 2025Q2: 14,839 shares; 2025Q3: 14,839 shares; 2025Q4: 14,839 shares; 2026Q1: 13,206 shares; 2026Q2: 13,206 shares 13,206 $933K 0.13% 0 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: 37,620 shares; 2024Q4: 36,010 shares; 2025Q1: 7,026 shares; 2025Q2: 6,475 shares; 2025Q3: 6,475 shares; 2025Q4: 5,862 shares; 2026Q1: 5,862 shares; 2026Q2: 5,721 shares 5,721 $908K 0.13% -141 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,742 shares; 2024Q4: 34,742 shares; 2025Q1: 34,742 shares; 2025Q2: 34,742 shares; 2025Q3: 34,742 shares; 2025Q4: 34,742 shares; 2026Q1: 34,742 shares; 2026Q2: 34,742 shares 34,742 $894K 0.13% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 721 shares 721 $832K 0.12% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,419 shares; 2026Q2: 15,624 shares 15,624 $814K 0.12% +205 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: 16,012 shares; 2024Q4: 17,961 shares; 2025Q1: 16,426 shares; 2025Q2: 16,202 shares; 2025Q3: 15,915 shares; 2025Q4: 15,659 shares; 2026Q1: 15,535 shares; 2026Q2: 15,516 shares 15,516 $785K 0.11% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,730 shares; 2025Q3: 1,826 shares; 2025Q4: 3,652 shares; 2026Q1: 3,441 shares; 2026Q2: 3,724 shares 3,724 $709K 0.1% +283 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: 3,019 shares; 2024Q4: 2,966 shares; 2025Q1: 2,788 shares; 2025Q2: 2,814 shares; 2025Q3: 2,825 shares; 2025Q4: 2,746 shares; 2026Q1: 2,746 shares; 2026Q2: 2,720 shares 2,720 $684K 0.1% -26 Timeline IVOO 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: 5,030 shares; 2024Q4: 5,030 shares; 2025Q1: 5,030 shares; 2025Q2: 5,030 shares; 2025Q3: 5,030 shares; 2025Q4: 4,984 shares; 2026Q1: 4,984 shares; 2026Q2: 4,997 shares 4,997 $652K 0.09% +13 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: 5,097 shares; 2024Q4: 5,104 shares; 2025Q1: 5,210 shares; 2025Q2: 5,243 shares; 2025Q3: 4,474 shares; 2025Q4: 4,409 shares; 2026Q1: 4,341 shares; 2026Q2: 4,349 shares 4,349 $637K 0.09% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 555 shares; 2026Q2: 578 shares 578 $616K 0.09% +23 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,783 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,078 shares; 2025Q3: 2,078 shares; 2025Q4: 2,078 shares; 2026Q1: 2,079 shares; 2026Q2: 2,079 shares 2,079 $579K 0.08% 0 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: 3,706 shares; 2024Q4: 14,876 shares; 2025Q1: 14,876 shares; 2025Q2: 14,876 shares; 2025Q3: 15,575 shares; 2025Q4: 15,606 shares; 2026Q1: 15,760 shares; 2026Q2: 15,775 shares 15,775 $534K 0.08% +15 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,682 shares; 2024Q4: 4,688 shares; 2025Q1: 4,696 shares; 2025Q2: 4,704 shares; 2025Q3: 4,711 shares; 2025Q4: 4,719 shares; 2026Q1: 4,728 shares; 2026Q2: 4,736 shares 4,736 $511K 0.07% +8 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: 2,520 shares; 2024Q4: 2,755 shares; 2025Q1: 2,676 shares; 2025Q2: 2,734 shares; 2025Q3: 2,803 shares; 2025Q4: 2,667 shares; 2026Q1: 2,649 shares; 2026Q2: 3,481 shares 3,481 $510K 0.07% +832 Timeline VIOO 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: 3,705 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 3,705 shares; 2025Q3: 3,705 shares; 2025Q4: 3,705 shares; 2026Q1: 3,705 shares; 2026Q2: 3,705 shares 3,705 $510K 0.07% 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; 2024Q3: 1,863 shares; 2024Q4: 1,863 shares; 2025Q1: 1,828 shares; 2025Q2: 1,828 shares; 2025Q3: 1,828 shares; 2025Q4: 1,828 shares; 2026Q1: 1,828 shares; 2026Q2: 1,837 shares 1,837 $500K 0.07% +9 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: 1,002 shares; 2024Q4: 977 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 907 shares; 2025Q4: 4,990 shares; 2026Q1: 4,990 shares; 2026Q2: 4,990 shares 4,990 $495K 0.07% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 938 shares; 2026Q2: 944 shares 944 $481K 0.07% +6 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 7,326 shares; 2025Q4: 7,326 shares; 2026Q1: 5,057 shares; 2026Q2: 5,072 shares 5,072 $455K 0.07% +15 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: 651 shares; 2024Q4: 591 shares; 2025Q1: 572 shares; 2025Q2: 430 shares; 2025Q3: 440 shares; 2025Q4: 448 shares; 2026Q1: 461 shares; 2026Q2: 471 shares 471 $441K 0.06% +10 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,917 shares; 2024Q4: 1,917 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares; 2026Q1: 1,917 shares; 2026Q2: 1,917 shares 1,917 $435K 0.06% 0 Timeline VONV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 3,761 shares; 2025Q4: 3,761 shares; 2026Q1: 3,761 shares; 2026Q2: 3,761 shares 3,761 $400K 0.06% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,654 shares; 2024Q4: 14,643 shares; 2025Q1: 13,184 shares; 2025Q2: 12,469 shares; 2025Q3: 11,229 shares; 2025Q4: 11,416 shares; 2026Q1: 11,415 shares; 2026Q2: 11,368 shares 11,368 $396K 0.06% -47 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,520 shares; 2024Q4: 6,167 shares; 2025Q1: 6,067 shares; 2025Q2: 6,067 shares; 2025Q3: 5,989 shares; 2025Q4: 4,592 shares; 2026Q1: 4,592 shares; 2026Q2: 4,592 shares 4,592 $369K 0.05% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC 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: 2,351 shares; 2025Q4: 2,351 shares; 2026Q1: 2,120 shares; 2026Q2: 2,120 shares 2,120 $360K 0.05% 0 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: 6,485 shares; 2024Q4: 6,485 shares; 2025Q1: 6,485 shares; 2025Q2: 6,485 shares; 2025Q3: 6,485 shares; 2025Q4: 6,485 shares; 2026Q1: 6,485 shares; 2026Q2: 6,485 shares 6,485 $358K 0.05% 0 Timeline DVY 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: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares; 2026Q2: 2,275 shares 2,275 $356K 0.05% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 3,531 shares; 2025Q1: 2,774 shares; 2025Q2: 2,774 shares; 2025Q3: 2,774 shares; 2025Q4: 2,774 shares; 2026Q1: 2,774 shares; 2026Q2: 2,792 shares 2,792 $353K 0.05% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,151 shares 2,151 $340K 0.05% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 654 shares; 2024Q4: 654 shares; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $333K 0.05% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,981 shares; 2024Q4: 4,821 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $324K 0.05% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $304K 0.04% 0 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: 390 shares; 2024Q4: 390 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 364 shares; 2025Q4: 3,980 shares; 2026Q1: 4,214 shares; 2026Q2: 4,214 shares 4,214 $301K 0.04% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,702 shares; 2024Q4: 3,702 shares; 2025Q1: 3,702 shares; 2025Q2: 3,702 shares; 2025Q3: 3,702 shares; 2025Q4: 3,702 shares; 2026Q1: 3,702 shares; 2026Q2: 3,702 shares 3,702 $298K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,100 shares 2,100 $293K 0.04% new 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: 954 shares; 2024Q4: 931 shares; 2025Q1: 871 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 837 shares 837 $287K 0.04% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,204 shares; 2024Q4: 2,204 shares; 2025Q1: 2,204 shares; 2025Q2: 2,103 shares; 2025Q3: 2,067 shares; 2025Q4: 1,952 shares; 2026Q1: 1,952 shares; 2026Q2: 1,929 shares 1,929 $264K 0.04% -23 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,321 shares; 2024Q4: 56,321 shares; 2025Q1: 56,321 shares; 2025Q2: 56,321 shares; 2025Q3: 56,321 shares; 2025Q4: 56,321 shares; 2026Q1: 56,321 shares; 2026Q2: 56,321 shares 56,321 $260K 0.04% 0 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: 1,354 shares; 2025Q4: 1,354 shares; 2026Q1: 1,354 shares; 2026Q2: 1,354 shares 1,354 $257K 0.04% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,860 shares 1,860 $254K 0.04% new 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: not reported; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,471 shares; 2025Q3: 1,594 shares; 2025Q4: 1,471 shares; 2026Q1: 1,505 shares; 2026Q2: 1,505 shares 1,505 $250K 0.04% 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; 2024Q3: not reported; 2024Q4: 1,694 shares; 2025Q1: 1,229 shares; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares; 2026Q2: 1,114 shares 1,114 $241K 0.03% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,173 shares; 2024Q4: 3,781 shares; 2025Q1: 2,984 shares; 2025Q2: 7,040 shares; 2025Q3: 5,420 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,567 shares 2,567 $235K 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,173 shares; 2024Q4: 3,873 shares; 2025Q1: 3,074 shares; 2025Q2: 3,074 shares; 2025Q3: 3,032 shares; 2025Q4: 2,979 shares; 2026Q1: 2,979 shares; 2026Q2: 2,979 shares 2,979 $233K 0.03% 0 Timeline CGMU 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,989 shares 7,989 $219K 0.03% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,468 shares; 2024Q4: 3,468 shares; 2025Q1: 3,214 shares; 2025Q2: 2,843 shares; 2025Q3: 2,620 shares; 2025Q4: 2,401 shares; 2026Q1: 2,401 shares; 2026Q2: 2,401 shares 2,401 $218K 0.03% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,203 shares; 2025Q2: 5,203 shares; 2025Q3: 5,203 shares; 2025Q4: 5,203 shares; 2026Q1: 5,203 shares; 2026Q2: 5,203 shares 5,203 $213K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,683 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $211K 0.03% 0 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: 3,548 shares; 2024Q4: not reported; 2025Q1: 2,994 shares; 2025Q2: 2,839 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,499 shares 2,499 $203K 0.03% new Timeline SRE SEMPRA More: the full row for SEMPRA 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: 2,182 shares; 2026Q2: 2,182 shares 2,182 $202K 0.03% 0 Timeline NSPR INSPIREMD INC More: the full row for INSPIREMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,746 shares; 2024Q4: 189,122 shares; 2025Q1: 189,122 shares; 2025Q2: 189,122 shares; 2025Q3: 250,370 shares; 2025Q4: 250,370 shares; 2026Q1: 250,370 shares; 2026Q2: 250,370 shares 250,370 $175K 0.03% 0 Timeline