VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 407,395 shares; 2025Q4: 407,104 shares; 2026Q1: 413,112 shares; 2026Q2: 452,682 shares 452,682 $35M 10.18% +39,570 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: 57,173 shares; 2024Q4: 56,758 shares; 2025Q1: 58,823 shares; 2025Q2: 54,944 shares; 2025Q3: 54,192 shares; 2025Q4: 52,970 shares; 2026Q1: 52,711 shares; 2026Q2: 52,453 shares 52,453 $15.2M 4.42% -258 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: 79,753 shares; 2024Q4: 77,681 shares; 2025Q1: 78,200 shares; 2025Q2: 78,215 shares; 2025Q3: 71,087 shares; 2025Q4: 69,558 shares; 2026Q1: 70,023 shares; 2026Q2: 69,599 shares 69,599 $13.9M 4.06% -424 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160,419 shares 160,419 $12.3M 3.57% new 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: 32,861 shares; 2024Q4: 33,195 shares; 2025Q1: 33,993 shares; 2025Q2: 35,106 shares; 2025Q3: 32,279 shares; 2025Q4: 31,716 shares; 2026Q1: 31,371 shares; 2026Q2: 30,921 shares 30,921 $10.9M 3.18% -450 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,481 shares; 2024Q4: 110,197 shares; 2025Q1: 115,871 shares; 2025Q2: 115,120 shares; 2025Q3: 115,898 shares; 2025Q4: 105,641 shares; 2026Q1: 105,806 shares; 2026Q2: 107,308 shares 107,308 $10.8M 3.14% +1,502 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: 12,759 shares; 2024Q4: 13,099 shares; 2025Q1: 13,776 shares; 2025Q2: 14,472 shares; 2025Q3: 14,545 shares; 2025Q4: 14,378 shares; 2026Q1: 14,367 shares; 2026Q2: 14,151 shares 14,151 $10.2M 2.98% -216 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: 37,482 shares; 2024Q4: 40,472 shares; 2025Q1: 41,993 shares; 2025Q2: 42,840 shares; 2025Q3: 41,913 shares; 2025Q4: 41,807 shares; 2026Q1: 42,167 shares; 2026Q2: 42,177 shares 42,177 $10.1M 2.93% +10 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: 28,900 shares; 2024Q4: 28,623 shares; 2025Q1: 28,477 shares; 2025Q2: 28,430 shares; 2025Q3: 24,800 shares; 2025Q4: 24,236 shares; 2026Q1: 24,246 shares; 2026Q2: 24,002 shares 24,002 $9.07M 2.64% -244 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,081 shares; 2024Q4: 19,307 shares; 2025Q1: 19,740 shares; 2025Q2: 20,372 shares; 2025Q3: 18,127 shares; 2025Q4: 18,003 shares; 2026Q1: 17,942 shares; 2026Q2: 17,656 shares 17,656 $8.45M 2.46% -286 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,684 shares; 2024Q4: 3,748 shares; 2025Q1: 3,915 shares; 2025Q2: 4,137 shares; 2025Q3: 4,092 shares; 2025Q4: 4,043 shares; 2026Q1: 4,024 shares; 2026Q2: 3,999 shares 3,999 $7.96M 2.32% -25 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: 20,225 shares; 2024Q4: 20,354 shares; 2025Q1: 20,764 shares; 2025Q2: 21,139 shares; 2025Q3: 20,666 shares; 2025Q4: 20,688 shares; 2026Q1: 20,892 shares; 2026Q2: 20,849 shares 20,849 $7.78M 2.26% -43 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45,857 shares; 2025Q1: 46,004 shares; 2025Q2: 46,704 shares; 2025Q3: 42,818 shares; 2025Q4: 42,747 shares; 2026Q1: 42,757 shares; 2026Q2: 42,396 shares 42,396 $7.2M 2.1% -361 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,271 shares; 2024Q4: 14,499 shares; 2025Q1: 14,755 shares; 2025Q2: 19,258 shares; 2025Q3: 19,624 shares; 2025Q4: 19,412 shares; 2026Q1: 19,285 shares; 2026Q2: 19,249 shares 19,249 $7.09M 2.06% -36 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,805 shares; 2024Q4: 17,322 shares; 2025Q1: 17,402 shares; 2025Q2: 17,502 shares; 2025Q3: 17,439 shares; 2025Q4: 17,415 shares; 2026Q1: 18,258 shares; 2026Q2: 18,234 shares 18,234 $6.22M 1.81% -24 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: 5,464 shares; 2024Q4: 5,502 shares; 2025Q1: 5,638 shares; 2025Q2: 5,773 shares; 2025Q3: 5,517 shares; 2025Q4: 5,475 shares; 2026Q1: 5,435 shares; 2026Q2: 5,390 shares 5,390 $5.74M 1.67% -45 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,789 shares; 2024Q4: 7,620 shares; 2025Q1: 7,585 shares; 2025Q2: 8,139 shares; 2025Q3: 7,261 shares; 2025Q4: 7,100 shares; 2026Q1: 7,168 shares; 2026Q2: 7,040 shares 7,040 $5.37M 1.56% -128 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: 530 shares; 2024Q4: 4,085 shares; 2025Q1: 4,233 shares; 2025Q2: 4,427 shares; 2025Q3: 4,345 shares; 2025Q4: 4,281 shares; 2026Q1: 4,276 shares; 2026Q2: 4,263 shares 4,263 $5.11M 1.49% -13 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: 5,080 shares; 2024Q4: 5,677 shares; 2025Q1: 5,402 shares; 2025Q2: 5,468 shares; 2025Q3: 5,357 shares; 2025Q4: 5,795 shares; 2026Q1: 5,824 shares; 2026Q2: 5,921 shares 5,921 $4.43M 1.29% +97 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,523 shares; 2024Q4: 22,466 shares; 2025Q1: 22,722 shares; 2025Q2: 22,996 shares; 2025Q3: 20,661 shares; 2025Q4: 20,655 shares; 2026Q1: 20,646 shares; 2026Q2: 20,612 shares 20,612 $4.31M 1.25% -34 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: 7,844 shares; 2024Q4: 7,906 shares; 2025Q1: 8,057 shares; 2025Q2: 8,141 shares; 2025Q3: 7,531 shares; 2025Q4: 7,618 shares; 2026Q1: 7,710 shares; 2026Q2: 7,626 shares 7,626 $4.3M 1.25% -84 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: 13,801 shares; 2024Q4: 13,893 shares; 2025Q1: 13,870 shares; 2025Q2: 13,984 shares; 2025Q3: 12,978 shares; 2025Q4: 12,940 shares; 2026Q1: 13,076 shares; 2026Q2: 13,069 shares 13,069 $4.28M 1.25% -7 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: 20,653 shares; 2024Q4: 20,640 shares; 2025Q1: 22,130 shares; 2025Q2: 22,961 shares; 2025Q3: 23,609 shares; 2025Q4: 27,782 shares; 2026Q1: 31,036 shares; 2026Q2: 30,981 shares 30,981 $4.24M 1.23% -55 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,693 shares; 2024Q4: 41,988 shares; 2025Q1: 42,231 shares; 2025Q2: 49,340 shares; 2025Q3: 47,073 shares; 2025Q4: 46,910 shares; 2026Q1: 54,914 shares; 2026Q2: 54,754 shares 54,754 $4.07M 1.19% -160 Timeline KLAC KLA CORP More: the full row for KLA 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: 12,380 shares 12,380 $3.74M 1.09% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,111 shares; 2024Q4: 71,743 shares; 2025Q1: 72,821 shares; 2025Q2: 75,126 shares; 2025Q3: 70,057 shares; 2025Q4: 69,726 shares; 2026Q1: 69,843 shares; 2026Q2: 69,731 shares 69,731 $3.46M 1.01% -112 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: 9,174 shares; 2024Q4: 9,313 shares; 2025Q1: 9,485 shares; 2025Q2: 9,592 shares; 2025Q3: 9,248 shares; 2025Q4: 9,221 shares; 2026Q1: 9,278 shares; 2026Q2: 9,274 shares 9,274 $3.18M 0.93% -4 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482 shares; 2024Q4: 1,421 shares; 2025Q1: 1,465 shares; 2025Q2: 1,519 shares; 2025Q3: 1,579 shares; 2025Q4: 2,343 shares; 2026Q1: 2,381 shares; 2026Q2: 2,382 shares 2,382 $3.17M 0.92% +1 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL 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: 96,604 shares; 2026Q2: 95,956 shares 95,956 $3.07M 0.89% -648 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,132 shares; 2025Q3: 38,910 shares; 2025Q4: 39,586 shares; 2026Q1: 39,989 shares; 2026Q2: 40,114 shares 40,114 $3.03M 0.88% +125 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: 4,620 shares; 2024Q4: 4,660 shares; 2025Q1: 4,775 shares; 2025Q2: 4,843 shares; 2025Q3: 4,731 shares; 2025Q4: 4,707 shares; 2026Q1: 4,722 shares; 2026Q2: 4,716 shares 4,716 $3M 0.87% -6 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,917 shares; 2024Q4: 8,004 shares; 2025Q1: 8,263 shares; 2025Q2: 8,508 shares; 2025Q3: 8,735 shares; 2025Q4: 8,695 shares; 2026Q1: 8,715 shares; 2026Q2: 8,723 shares 8,723 $2.98M 0.87% +8 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: 13,904 shares; 2024Q4: 13,774 shares; 2025Q1: 14,316 shares; 2025Q2: 14,921 shares; 2025Q3: 15,209 shares; 2025Q4: 14,744 shares; 2026Q1: 17,697 shares; 2026Q2: 17,619 shares 17,619 $2.92M 0.85% -78 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; 2024Q3: 13,651 shares; 2024Q4: 14,333 shares; 2025Q1: 14,924 shares; 2025Q2: 16,621 shares; 2025Q3: 16,020 shares; 2025Q4: 15,961 shares; 2026Q1: 15,964 shares; 2026Q2: 15,984 shares 15,984 $2.92M 0.85% +20 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,485 shares; 2024Q4: 5,559 shares; 2025Q1: 5,821 shares; 2025Q2: 6,010 shares; 2025Q3: 5,736 shares; 2025Q4: 5,688 shares; 2026Q1: 5,705 shares; 2026Q2: 5,697 shares 5,697 $2.82M 0.82% -8 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: 8,843 shares; 2024Q4: 8,974 shares; 2025Q1: 9,927 shares; 2025Q2: 10,304 shares; 2025Q3: 10,042 shares; 2025Q4: 9,901 shares; 2026Q1: 9,749 shares; 2026Q2: 10,922 shares 10,922 $2.75M 0.8% +1,173 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,071 shares; 2025Q1: 7,397 shares; 2025Q2: 9,259 shares; 2025Q3: 9,409 shares; 2025Q4: 8,814 shares; 2026Q1: 11,292 shares; 2026Q2: 11,296 shares 11,296 $2.7M 0.79% +4 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,699 shares; 2024Q4: 38,559 shares; 2025Q1: 42,215 shares; 2025Q2: 43,055 shares; 2025Q3: 39,418 shares; 2025Q4: 39,237 shares; 2026Q1: 43,322 shares; 2026Q2: 43,368 shares 43,368 $2.68M 0.78% +46 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 10,650 shares; 2026Q1: 10,684 shares; 2026Q2: 10,687 shares 10,687 $2.59M 0.76% +3 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: 24,752 shares; 2025Q3: 28,446 shares; 2025Q4: 28,308 shares; 2026Q1: 28,417 shares; 2026Q2: 28,430 shares 28,430 $2.5M 0.73% +13 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: 2,951 shares; 2024Q4: 5,203 shares; 2025Q1: 2,951 shares; 2025Q2: 3,451 shares; 2025Q3: 3,451 shares; 2025Q4: 5,525 shares; 2026Q1: 3,303 shares; 2026Q2: 3,303 shares 3,303 $2.47M 0.72% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,292 shares; 2024Q4: 3,261 shares; 2025Q1: 3,622 shares; 2025Q2: 3,826 shares; 2025Q3: 3,569 shares; 2025Q4: 3,619 shares; 2026Q1: 3,668 shares; 2026Q2: 3,591 shares 3,591 $2.47M 0.72% -77 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: 7,612 shares; 2024Q4: 7,562 shares; 2025Q1: 7,646 shares; 2025Q2: 7,541 shares; 2025Q3: 6,876 shares; 2025Q4: 6,859 shares; 2026Q1: 6,713 shares; 2026Q2: 6,748 shares 6,748 $2.41M 0.7% +35 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: 2,250 shares; 2025Q2: 20,952 shares; 2025Q3: 23,638 shares; 2025Q4: 22,891 shares; 2026Q1: 23,617 shares; 2026Q2: 23,659 shares 23,659 $2.26M 0.66% +42 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,051 shares; 2025Q2: 3,209 shares; 2025Q3: 3,954 shares; 2025Q4: 3,787 shares; 2026Q1: 3,949 shares; 2026Q2: 4,502 shares 4,502 $2.24M 0.65% +553 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,055 shares; 2025Q1: 11,312 shares; 2025Q2: 12,752 shares; 2025Q3: 11,681 shares; 2025Q4: 11,709 shares; 2026Q1: 11,821 shares; 2026Q2: 11,817 shares 11,817 $2.18M 0.64% -4 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: 6,926 shares; 2026Q1: 22,737 shares; 2026Q2: 22,853 shares 22,853 $2.13M 0.62% +116 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: not reported; 2025Q2: 14,051 shares; 2025Q3: 16,676 shares; 2025Q4: 16,705 shares; 2026Q1: 16,802 shares; 2026Q2: 16,845 shares 16,845 $2.13M 0.62% +43 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,260 shares; 2024Q4: 31,584 shares; 2025Q1: 32,320 shares; 2025Q2: 37,154 shares; 2025Q3: 38,290 shares; 2025Q4: 37,965 shares; 2026Q1: 38,201 shares; 2026Q2: 38,166 shares 38,166 $2.12M 0.62% -35 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: 4,792 shares; 2024Q4: 4,819 shares; 2025Q1: 4,869 shares; 2025Q2: 4,926 shares; 2025Q3: 5,177 shares; 2025Q4: 5,189 shares; 2026Q1: 5,216 shares; 2026Q2: 5,238 shares 5,238 $2.08M 0.61% +22 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: 6,771 shares; 2024Q4: 6,870 shares; 2025Q1: 7,134 shares; 2025Q2: 7,466 shares; 2025Q3: 7,815 shares; 2025Q4: 7,570 shares; 2026Q1: 7,614 shares; 2026Q2: 7,626 shares 7,626 $2.07M 0.6% +12 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,304 shares; 2024Q4: 5,388 shares; 2025Q1: 5,636 shares; 2025Q2: 5,886 shares; 2025Q3: 5,864 shares; 2025Q4: 5,824 shares; 2026Q1: 5,843 shares; 2026Q2: 5,848 shares 5,848 $2.07M 0.6% +5 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 1,920 shares; 2026Q2: 2,674 shares 2,674 $2.02M 0.59% +754 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,875 shares; 2024Q4: 9,044 shares; 2025Q1: 9,295 shares; 2025Q2: 9,477 shares; 2025Q3: 9,143 shares; 2025Q4: 9,094 shares; 2026Q1: 9,132 shares; 2026Q2: 9,145 shares 9,145 $2.02M 0.59% +13 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,828 shares; 2025Q2: 8,134 shares; 2025Q3: 9,060 shares; 2025Q4: 8,481 shares; 2026Q1: 9,082 shares; 2026Q2: 9,001 shares 9,001 $1.97M 0.57% -81 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: not reported; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 525 shares; 2025Q4: 3,410 shares; 2026Q1: 3,917 shares; 2026Q2: 3,839 shares 3,839 $1.92M 0.56% -78 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,349 shares; 2024Q4: 6,198 shares; 2025Q1: 6,604 shares; 2025Q2: 6,888 shares; 2025Q3: 6,619 shares; 2025Q4: 6,587 shares; 2026Q1: 6,590 shares; 2026Q2: 6,600 shares 6,600 $1.92M 0.56% +10 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: 3,081 shares; 2024Q4: 3,000 shares; 2025Q1: 2,938 shares; 2025Q2: 3,337 shares; 2025Q3: 3,123 shares; 2025Q4: 2,723 shares; 2026Q1: 2,695 shares; 2026Q2: 2,559 shares 2,559 $1.89M 0.55% -136 Timeline S&P GLOBAL INC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,606 shares 4,606 $1.88M 0.55% new LIN LINDE PLC More: the full row for LINDE 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,563 shares 3,563 $1.85M 0.54% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,085 shares; 2024Q4: 11,096 shares; 2025Q1: 11,660 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,064 shares 7,064 $1.84M 0.54% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,370 shares; 2025Q2: 6,705 shares; 2025Q3: 6,640 shares; 2025Q4: 6,586 shares; 2026Q1: 6,583 shares; 2026Q2: 6,571 shares 6,571 $1.84M 0.54% -12 Timeline D DOMINION ENERGY INC More: the full row for DOMINION 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: not reported; 2025Q3: 26,241 shares; 2025Q4: 25,319 shares; 2026Q1: 26,469 shares; 2026Q2: 26,441 shares 26,441 $1.81M 0.53% -28 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,563 shares; 2025Q3: 3,757 shares; 2025Q4: 3,729 shares; 2026Q1: 3,789 shares; 2026Q2: 3,831 shares 3,831 $1.76M 0.51% +42 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,048 shares; 2024Q4: 11,087 shares; 2025Q1: 11,199 shares; 2025Q2: 11,256 shares; 2025Q3: 10,983 shares; 2025Q4: 10,963 shares; 2026Q1: 11,091 shares; 2026Q2: 11,258 shares 11,258 $1.74M 0.51% +167 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,013 shares 4,013 $1.71M 0.5% new 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: not reported; 2026Q1: not reported; 2026Q2: 3,185 shares 3,185 $1.64M 0.48% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,739 shares; 2026Q1: 4,803 shares; 2026Q2: 4,827 shares 4,827 $1.63M 0.48% +24 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,884 shares; 2025Q4: 2,616 shares; 2026Q1: 2,874 shares; 2026Q2: 2,842 shares 2,842 $1.59M 0.46% -32 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,340 shares 8,340 $1.58M 0.46% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,186 shares 8,186 $1.55M 0.45% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,636 shares; 2025Q3: 20,485 shares; 2025Q4: 19,065 shares; 2026Q1: 20,636 shares; 2026Q2: 20,657 shares 20,657 $1.49M 0.43% +21 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,970 shares; 2024Q4: 44,244 shares; 2025Q1: 46,611 shares; 2025Q2: 48,669 shares; 2025Q3: 51,202 shares; 2025Q4: 50,820 shares; 2026Q1: 52,072 shares; 2026Q2: 52,166 shares 52,166 $1.41M 0.41% +94 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,413 shares; 2024Q4: 7,928 shares; 2025Q1: 8,598 shares; 2025Q2: 9,610 shares; 2025Q3: 8,735 shares; 2025Q4: 8,617 shares; 2026Q1: 9,023 shares; 2026Q2: 9,207 shares 9,207 $1.3M 0.38% +184 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: 2,323 shares; 2024Q4: 2,313 shares; 2025Q1: 2,179 shares; 2025Q2: 1,849 shares; 2025Q3: 1,783 shares; 2025Q4: 17,800 shares; 2026Q1: 17,725 shares; 2026Q2: 17,865 shares 17,865 $1.28M 0.37% +140 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA 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: 37,974 shares; 2026Q2: 39,828 shares 39,828 $1.25M 0.36% +1,854 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: 8,947 shares; 2024Q4: 4,712 shares; 2025Q1: 12,274 shares; 2025Q2: 12,669 shares; 2025Q3: 12,174 shares; 2025Q4: 13,083 shares; 2026Q1: 14,468 shares; 2026Q2: 15,040 shares 15,040 $1.07M 0.31% +572 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: 895 shares; 2026Q1: 895 shares; 2026Q2: 897 shares 897 $1.04M 0.3% +2 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,065 shares; 2025Q2: 10,919 shares; 2025Q3: 10,867 shares; 2025Q4: 13,188 shares; 2026Q1: 20,216 shares; 2026Q2: 21,344 shares 21,344 $842K 0.25% +1,128 Timeline XBI 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: 5,130 shares; 2024Q4: 5,110 shares; 2025Q1: 5,110 shares; 2025Q2: 5,110 shares; 2025Q3: 5,110 shares; 2025Q4: 5,110 shares; 2026Q1: 5,110 shares; 2026Q2: 5,110 shares 5,110 $809K 0.24% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 1,340 shares; 2026Q1: 1,329 shares; 2026Q2: 7,871 shares 7,871 $678K 0.2% +6,542 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: 5,611 shares; 2024Q4: 5,561 shares; 2025Q1: 5,518 shares; 2025Q2: 1,833 shares; 2025Q3: 1,818 shares; 2025Q4: 3,742 shares; 2026Q1: 3,288 shares; 2026Q2: 3,210 shares 3,210 $612K 0.18% -78 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: 5,246 shares; 2024Q4: 5,346 shares; 2025Q1: 5,296 shares; 2025Q2: 5,220 shares; 2025Q3: 4,920 shares; 2025Q4: 4,920 shares; 2026Q1: 4,920 shares; 2026Q2: 5,120 shares 5,120 $601K 0.18% +200 Timeline VGSH 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: 473,060 shares; 2024Q4: 493,324 shares; 2025Q1: not reported; 2025Q2: 504,563 shares; 2025Q3: not reported; 2025Q4: 9,440 shares; 2026Q1: 9,440 shares; 2026Q2: 9,440 shares 9,440 $549K 0.16% 0 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: 1,524 shares; 2024Q4: 1,524 shares; 2025Q1: 1,464 shares; 2025Q2: 1,434 shares; 2025Q3: 1,418 shares; 2025Q4: 1,531 shares; 2026Q1: 1,554 shares; 2026Q2: 1,554 shares 1,554 $548K 0.16% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 1,373 shares; 2026Q1: 1,182 shares; 2026Q2: 1,182 shares 1,182 $513K 0.15% 0 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: 649 shares; 2024Q4: 623 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 581 shares; 2025Q4: 561 shares; 2026Q1: 561 shares; 2026Q2: 511 shares 511 $478K 0.14% -50 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,126 shares; 2024Q4: 2,112 shares; 2025Q1: 2,574 shares; 2025Q2: 2,574 shares; 2025Q3: 2,574 shares; 2025Q4: 2,574 shares; 2026Q1: 2,093 shares; 2026Q2: 2,093 shares 2,093 $466K 0.14% 0 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: 4,683 shares; 2024Q4: 4,684 shares; 2025Q1: 4,878 shares; 2025Q2: 4,794 shares; 2025Q3: 4,789 shares; 2025Q4: 4,818 shares; 2026Q1: 4,689 shares; 2026Q2: 4,548 shares 4,548 $465K 0.14% -141 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,805 shares; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,805 shares; 2026Q2: 2,805 shares 2,805 $461K 0.13% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,847 shares; 2024Q4: 3,847 shares; 2025Q1: 4,211 shares; 2025Q2: 4,200 shares; 2025Q3: 4,150 shares; 2025Q4: 4,173 shares; 2026Q1: 4,056 shares; 2026Q2: 4,009 shares 4,009 $454K 0.13% -47 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: 15,954 shares; 2024Q4: 2,210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,726 shares; 2025Q4: 3,000 shares; 2026Q1: 3,107 shares; 2026Q2: 3,171 shares 3,171 $410K 0.12% +64 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: 6,211 shares; 2024Q4: 6,076 shares; 2025Q1: 6,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,248 shares; 2025Q4: 2,258 shares; 2026Q1: 2,178 shares; 2026Q2: 1,992 shares 1,992 $408K 0.12% -186 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares 1,310 $335K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,938 shares; 2025Q3: 1,858 shares; 2025Q4: 2,160 shares; 2026Q1: 2,221 shares; 2026Q2: 2,435 shares 2,435 $318K 0.09% +214 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,395 shares; 2024Q4: 1,383 shares; 2025Q1: 1,501 shares; 2025Q2: 1,465 shares; 2025Q3: 1,376 shares; 2025Q4: 1,525 shares; 2026Q1: 1,583 shares; 2026Q2: 1,668 shares 1,668 $308K 0.09% +85 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,987 shares; 2024Q4: 4,987 shares; 2025Q1: not reported; 2025Q2: 4,987 shares; 2025Q3: 4,987 shares; 2025Q4: 4,987 shares; 2026Q1: 5,283 shares; 2026Q2: 5,283 shares 5,283 $300K 0.09% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 3,818 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 2,618 shares; 2026Q1: 2,738 shares; 2026Q2: 2,642 shares 2,642 $291K 0.08% -96 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: 11,502 shares; 2024Q4: 11,369 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,182 shares; 2026Q1: 1,180 shares; 2026Q2: 1,134 shares 1,134 $288K 0.08% -46 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: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,219 shares; 2025Q2: 1,199 shares; 2025Q3: 1,112 shares; 2025Q4: 1,055 shares; 2026Q1: 1,052 shares; 2026Q2: 1,052 shares 1,052 $284K 0.08% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,300 shares; 2026Q1: 4,500 shares; 2026Q2: 2,702 shares 2,702 $272K 0.08% -1,798 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,171 shares; 2026Q2: 1,171 shares 1,171 $255K 0.07% 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: 3,523 shares; 2024Q4: 1,612 shares; 2025Q1: 1,810 shares; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 840 shares; 2026Q1: 596 shares; 2026Q2: 601 shares 601 $253K 0.07% +5 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares; 2026Q2: 1,015 shares 1,015 $243K 0.07% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,402 shares; 2025Q2: 13,402 shares; 2025Q3: 10,933 shares; 2025Q4: 10,933 shares; 2026Q1: 10,933 shares; 2026Q2: 9,914 shares 9,914 $241K 0.07% -1,019 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,694 shares; 2024Q4: 4,694 shares; 2025Q1: not reported; 2025Q2: 4,694 shares; 2025Q3: 4,694 shares; 2025Q4: 4,694 shares; 2026Q1: 4,694 shares; 2026Q2: 4,694 shares 4,694 $234K 0.07% 0 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,494 shares; 2025Q3: 3,497 shares; 2025Q4: 3,497 shares; 2026Q1: 3,497 shares; 2026Q2: 3,497 shares 3,497 $230K 0.07% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $223K 0.06% 0 Timeline