IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,317,374 shares; 2024Q4: 1,296,949 shares; 2025Q1: 1,300,429 shares; 2025Q2: 1,323,861 shares; 2025Q3: 1,294,326 shares; 2025Q4: 1,298,927 shares; 2026Q1: 1,295,264 shares; 2026Q2: 1,283,781 shares 1,283,781 $961M 22.03% -11,483 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: 5,285,100 shares; 2024Q4: 5,258,021 shares; 2025Q1: 5,244,947 shares; 2025Q2: 5,400,020 shares; 2025Q3: 5,344,887 shares; 2025Q4: 5,372,551 shares; 2026Q1: 5,389,687 shares; 2026Q2: 5,379,027 shares 5,379,027 $415M 9.5% -10,660 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: 1,899,684 shares; 2024Q4: 1,885,736 shares; 2025Q1: 2,242,239 shares; 2025Q2: 2,361,858 shares; 2025Q3: 2,334,592 shares; 2025Q4: 2,308,209 shares; 2026Q1: 2,240,064 shares; 2026Q2: 2,208,976 shares 2,208,976 $328M 7.51% -31,088 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,942,601 shares; 2024Q4: 3,082,350 shares; 2025Q1: 3,102,345 shares; 2025Q2: 3,128,384 shares; 2025Q3: 3,101,106 shares; 2025Q4: 3,099,656 shares; 2026Q1: 3,084,815 shares; 2026Q2: 3,082,892 shares 3,082,892 $274M 6.29% -1,923 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,703,230 shares; 2024Q4: 1,804,451 shares; 2025Q1: 1,860,812 shares; 2025Q2: 1,971,352 shares; 2025Q3: 2,265,590 shares; 2025Q4: 2,544,118 shares; 2026Q1: 2,748,378 shares; 2026Q2: 3,126,377 shares 3,126,377 $230M 5.26% +377,999 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,569,113 shares; 2024Q4: 2,574,255 shares; 2025Q1: 2,553,893 shares; 2025Q2: 2,511,249 shares; 2025Q3: 2,427,897 shares; 2025Q4: 2,364,693 shares; 2026Q1: 2,314,425 shares; 2026Q2: 2,293,762 shares 2,293,762 $190M 4.35% -20,663 Timeline SCHP 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: 2,704,771 shares; 2024Q4: 5,570,374 shares; 2025Q1: 5,501,679 shares; 2025Q2: 5,474,498 shares; 2025Q3: 5,672,894 shares; 2025Q4: 5,956,374 shares; 2026Q1: 6,121,252 shares; 2026Q2: 6,468,720 shares 6,468,720 $171M 3.93% +347,468 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: 224,034 shares; 2024Q4: 222,976 shares; 2025Q1: 221,517 shares; 2025Q2: 220,511 shares; 2025Q3: 218,225 shares; 2025Q4: 217,291 shares; 2026Q1: 212,718 shares; 2026Q2: 210,866 shares 210,866 $157M 3.61% -1,852 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: 1,727,063 shares; 2024Q4: 1,645,071 shares; 2025Q1: 1,626,609 shares; 2025Q2: 1,601,603 shares; 2025Q3: 1,552,791 shares; 2025Q4: 1,521,699 shares; 2026Q1: 1,484,614 shares; 2026Q2: 1,452,417 shares 1,452,417 $140M 3.21% -32,197 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714,867 shares; 2024Q4: 715,088 shares; 2025Q1: 1,015,603 shares; 2025Q2: 1,086,803 shares; 2025Q3: 1,069,636 shares; 2025Q4: 1,072,724 shares; 2026Q1: 1,051,667 shares; 2026Q2: 1,021,939 shares 1,021,939 $127M 2.92% -29,728 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,351,467 shares; 2024Q4: 1,339,283 shares; 2025Q1: 1,311,624 shares; 2025Q2: 1,342,796 shares; 2025Q3: 1,322,879 shares; 2025Q4: 1,325,341 shares; 2026Q1: 1,291,725 shares; 2026Q2: 1,242,346 shares 1,242,346 $113M 2.6% -49,379 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,653,316 shares; 2024Q4: 2,608,988 shares; 2025Q1: 2,583,039 shares; 2025Q2: 2,650,009 shares; 2025Q3: 2,616,504 shares; 2025Q4: 2,616,683 shares; 2026Q1: 2,630,658 shares; 2026Q2: 2,668,836 shares 2,668,836 $111M 2.55% +38,178 Timeline VTIP 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: 1,824,471 shares; 2024Q4: 1,868,872 shares; 2025Q1: 1,869,498 shares; 2025Q2: 1,880,772 shares; 2025Q3: 1,946,655 shares; 2025Q4: 2,038,807 shares; 2026Q1: 2,100,623 shares; 2026Q2: 2,102,882 shares 2,102,882 $106M 2.42% +2,259 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,415,169 shares; 2024Q4: 1,425,876 shares; 2025Q1: 1,414,262 shares; 2025Q2: 1,403,487 shares; 2025Q3: 1,365,418 shares; 2025Q4: 1,342,233 shares; 2026Q1: 1,297,475 shares; 2026Q2: 1,283,914 shares 1,283,914 $98.3M 2.25% -13,561 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,076,797 shares; 2024Q4: 3,192,721 shares; 2025Q1: 3,221,640 shares; 2025Q2: 3,233,769 shares; 2025Q3: 3,373,028 shares; 2025Q4: 3,526,419 shares; 2026Q1: 3,691,010 shares; 2026Q2: 3,911,496 shares 3,911,496 $89.1M 2.04% +220,486 Timeline VMBS 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: not reported; 2025Q3: not reported; 2025Q4: 1,527,417 shares; 2026Q1: 1,596,557 shares; 2026Q2: 1,703,018 shares 1,703,018 $79.7M 1.83% +106,461 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: 912,963 shares; 2024Q4: 897,140 shares; 2025Q1: 885,383 shares; 2025Q2: 878,694 shares; 2025Q3: 871,051 shares; 2025Q4: 864,100 shares; 2026Q1: 820,151 shares; 2026Q2: 808,390 shares 808,390 $57.6M 1.32% -11,761 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,608 shares; 2024Q4: 292,955 shares; 2025Q1: 281,036 shares; 2025Q2: 277,563 shares; 2025Q3: 250,959 shares; 2025Q4: 248,808 shares; 2026Q1: 241,553 shares; 2026Q2: 241,166 shares 241,166 $39.5M 0.9% -387 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656,556 shares; 2024Q4: 672,202 shares; 2025Q1: 671,542 shares; 2025Q2: 671,888 shares; 2025Q3: 661,612 shares; 2025Q4: 646,343 shares; 2026Q1: 651,418 shares; 2026Q2: 672,538 shares 672,538 $31.9M 0.73% +21,120 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: 555,105 shares; 2024Q4: 543,791 shares; 2025Q1: 525,241 shares; 2025Q2: 518,732 shares; 2025Q3: 502,844 shares; 2025Q4: 480,956 shares; 2026Q1: 455,324 shares; 2026Q2: 449,589 shares 449,589 $26.8M 0.61% -5,735 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,337 shares; 2024Q4: 317,973 shares; 2025Q1: 327,009 shares; 2025Q2: 292,550 shares; 2025Q3: 415,465 shares; 2025Q4: 435,454 shares; 2026Q1: 461,036 shares; 2026Q2: 495,210 shares 495,210 $26.7M 0.61% +34,174 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,501 shares; 2024Q4: 25,146 shares; 2025Q1: 49,120 shares; 2025Q2: 96,572 shares; 2025Q3: 108,089 shares; 2025Q4: 114,500 shares; 2026Q1: 162,680 shares; 2026Q2: 249,147 shares 249,147 $25M 0.57% +86,467 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: 172,620 shares; 2024Q4: 179,842 shares; 2025Q1: 171,624 shares; 2025Q2: 160,061 shares; 2025Q3: 178,907 shares; 2025Q4: 194,627 shares; 2026Q1: 215,352 shares; 2026Q2: 227,854 shares 227,854 $24.5M 0.56% +12,502 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,074 shares; 2024Q4: 220,565 shares; 2025Q1: 223,230 shares; 2025Q2: 285,093 shares; 2025Q3: 301,611 shares; 2025Q4: 283,405 shares; 2026Q1: 339,675 shares; 2026Q2: 465,393 shares 465,393 $24.4M 0.56% +125,718 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428,255 shares; 2024Q4: 410,886 shares; 2025Q1: 404,902 shares; 2025Q2: 402,864 shares; 2025Q3: 390,790 shares; 2025Q4: 397,688 shares; 2026Q1: 377,563 shares; 2026Q2: 369,874 shares 369,874 $22.5M 0.52% -7,689 Timeline SCHO 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: 184,594 shares; 2024Q4: 366,144 shares; 2025Q1: 367,782 shares; 2025Q2: 561,392 shares; 2025Q3: 600,176 shares; 2025Q4: 618,801 shares; 2026Q1: 752,236 shares; 2026Q2: 921,015 shares 921,015 $22.2M 0.51% +168,779 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,872 shares; 2024Q4: 327,408 shares; 2025Q1: 362,456 shares; 2025Q2: 394,531 shares; 2025Q3: 466,140 shares; 2025Q4: 537,602 shares; 2026Q1: 545,256 shares; 2026Q2: 591,702 shares 591,702 $20.7M 0.47% +46,446 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,247 shares; 2024Q4: 157,326 shares; 2025Q1: 160,391 shares; 2025Q2: 159,994 shares; 2025Q3: 164,691 shares; 2025Q4: 175,005 shares; 2026Q1: 173,848 shares; 2026Q2: 189,555 shares 189,555 $20.2M 0.46% +15,707 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,698 shares; 2024Q4: 258,073 shares; 2025Q1: 280,839 shares; 2025Q2: 320,787 shares; 2025Q3: 391,206 shares; 2025Q4: 439,641 shares; 2026Q1: 447,821 shares; 2026Q2: 467,149 shares 467,149 $19.9M 0.46% +19,328 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,568 shares; 2024Q4: 104,191 shares; 2025Q1: 101,179 shares; 2025Q2: 101,560 shares; 2025Q3: 98,754 shares; 2025Q4: 104,209 shares; 2026Q1: 105,629 shares; 2026Q2: 194,533 shares 194,533 $19.9M 0.46% +88,904 Timeline VV 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: 51,162 shares; 2024Q4: 50,570 shares; 2025Q1: 50,244 shares; 2025Q2: 48,105 shares; 2025Q3: 47,092 shares; 2025Q4: 48,417 shares; 2026Q1: 48,276 shares; 2026Q2: 47,631 shares 47,631 $16.4M 0.38% -645 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,140 shares; 2024Q4: 62,225 shares; 2025Q1: 63,195 shares; 2025Q2: 135,265 shares; 2025Q3: 153,700 shares; 2025Q4: 151,660 shares; 2026Q1: 227,953 shares; 2026Q2: 381,033 shares 381,033 $16.2M 0.37% +153,080 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: 78,517 shares; 2024Q4: 76,287 shares; 2025Q1: 74,616 shares; 2025Q2: 73,986 shares; 2025Q3: 71,558 shares; 2025Q4: 70,220 shares; 2026Q1: 66,079 shares; 2026Q2: 64,746 shares 64,746 $14.7M 0.34% -1,333 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,695 shares; 2024Q4: 24,870 shares; 2025Q1: 24,120 shares; 2025Q2: 72,770 shares; 2025Q3: 88,981 shares; 2025Q4: 86,477 shares; 2026Q1: 138,500 shares; 2026Q2: 264,672 shares 264,672 $13.5M 0.31% +126,172 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: 142,364 shares; 2024Q4: 142,920 shares; 2025Q1: 142,775 shares; 2025Q2: 135,637 shares; 2025Q3: 127,936 shares; 2025Q4: 132,544 shares; 2026Q1: 123,456 shares; 2026Q2: 123,195 shares 123,195 $12.7M 0.29% -261 Timeline SPYM 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: 43,568 shares; 2024Q4: 55,708 shares; 2025Q1: 68,538 shares; 2025Q2: 87,820 shares; 2025Q3: 96,093 shares; 2025Q4: 119,399 shares; 2026Q1: 137,485 shares; 2026Q2: 131,665 shares 131,665 $11.6M 0.27% -5,820 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,143 shares; 2024Q4: 155,955 shares; 2025Q1: 154,274 shares; 2025Q2: 152,162 shares; 2025Q3: 148,059 shares; 2025Q4: 146,373 shares; 2026Q1: 143,111 shares; 2026Q2: 140,031 shares 140,031 $11.5M 0.26% -3,080 Timeline MDYV 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: 121,913 shares; 2024Q4: 120,592 shares; 2025Q1: 119,404 shares; 2025Q2: 118,673 shares; 2025Q3: 117,577 shares; 2025Q4: 115,831 shares; 2026Q1: 110,354 shares; 2026Q2: 109,916 shares 109,916 $10.4M 0.24% -438 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: 31,029 shares; 2024Q4: 30,590 shares; 2025Q1: 29,897 shares; 2025Q2: 29,160 shares; 2025Q3: 30,545 shares; 2025Q4: 30,459 shares; 2026Q1: 36,233 shares; 2026Q2: 36,001 shares 36,001 $10.4M 0.24% -232 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: 18,453 shares; 2024Q4: 19,134 shares; 2025Q1: 18,428 shares; 2025Q2: 18,428 shares; 2025Q3: 18,428 shares; 2025Q4: 18,428 shares; 2026Q1: 18,428 shares; 2026Q2: 72,586 shares 72,586 $9.01M 0.21% +54,158 Timeline VOE 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: 50,584 shares; 2024Q4: 48,620 shares; 2025Q1: 47,499 shares; 2025Q2: 47,264 shares; 2025Q3: 46,642 shares; 2025Q4: 47,622 shares; 2026Q1: 47,041 shares; 2026Q2: 45,279 shares 45,279 $8.95M 0.21% -1,762 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,015 shares; 2024Q4: 169,341 shares; 2025Q1: 60,282 shares; 2025Q2: 47,452 shares; 2025Q3: 41,453 shares; 2025Q4: 43,467 shares; 2026Q1: 41,820 shares; 2026Q2: 39,139 shares 39,139 $7.83M 0.18% -2,681 Timeline VONE 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: 18,330 shares; 2024Q4: 18,247 shares; 2025Q1: 18,112 shares; 2025Q2: 17,827 shares; 2025Q3: 19,297 shares; 2025Q4: 19,695 shares; 2026Q1: 22,320 shares; 2026Q2: 22,119 shares 22,119 $7.49M 0.17% -201 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,170 shares; 2024Q4: 124,850 shares; 2025Q1: 155,437 shares; 2025Q2: 161,907 shares; 2025Q3: 147,982 shares; 2025Q4: 148,229 shares; 2026Q1: 142,291 shares; 2026Q2: 133,598 shares 133,598 $7.47M 0.17% -8,693 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,485 shares; 2024Q4: 7,580 shares; 2025Q1: 13,285 shares; 2025Q2: 13,285 shares; 2025Q3: 13,395 shares; 2025Q4: 74,672 shares; 2026Q1: 75,512 shares; 2026Q2: 77,967 shares 77,967 $7.37M 0.17% +2,455 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: 152,213 shares; 2024Q4: 151,478 shares; 2025Q1: 151,098 shares; 2025Q2: 140,042 shares; 2025Q3: 131,128 shares; 2025Q4: 130,514 shares; 2026Q1: 121,367 shares; 2026Q2: 121,454 shares 121,454 $6.64M 0.15% +87 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: 10,781 shares; 2024Q4: 12,135 shares; 2025Q1: 12,140 shares; 2025Q2: 12,178 shares; 2025Q3: 12,973 shares; 2025Q4: 12,544 shares; 2026Q1: 20,259 shares; 2026Q2: 15,476 shares 15,476 $5.77M 0.13% -4,783 Timeline SPSM 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: 5,880 shares; 2024Q4: 8,424 shares; 2025Q1: 13,572 shares; 2025Q2: 19,610 shares; 2025Q3: 54,484 shares; 2025Q4: 76,129 shares; 2026Q1: 93,408 shares; 2026Q2: 95,483 shares 95,483 $5.51M 0.13% +2,075 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,848 shares; 2024Q4: 132,753 shares; 2025Q1: 131,225 shares; 2025Q2: 130,488 shares; 2025Q3: 127,616 shares; 2025Q4: 124,682 shares; 2026Q1: 110,066 shares; 2026Q2: 103,581 shares 103,581 $5.46M 0.13% -6,485 Timeline TIPX 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: 307,696 shares; 2024Q4: 314,650 shares; 2025Q1: 322,393 shares; 2025Q2: 318,981 shares; 2025Q3: 314,881 shares; 2025Q4: 314,434 shares; 2026Q1: 297,784 shares; 2026Q2: 284,895 shares 284,895 $5.39M 0.12% -12,889 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: 39,867 shares; 2024Q4: 47,026 shares; 2025Q1: 49,777 shares; 2025Q2: 62,257 shares; 2025Q3: 62,212 shares; 2025Q4: 64,521 shares; 2026Q1: 54,060 shares; 2026Q2: 53,010 shares 53,010 $5.34M 0.12% -1,050 Timeline FLRN 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: 234,904 shares; 2024Q4: 231,865 shares; 2025Q1: 246,694 shares; 2025Q2: 233,130 shares; 2025Q3: 221,416 shares; 2025Q4: 173,175 shares; 2026Q1: 168,888 shares; 2026Q2: 169,272 shares 169,272 $5.22M 0.12% +384 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: 4,240 shares; 2024Q4: 12,736 shares; 2025Q1: 12,976 shares; 2025Q2: 12,583 shares; 2025Q3: 12,748 shares; 2025Q4: 12,796 shares; 2026Q1: 24,247 shares; 2026Q2: 21,400 shares 21,400 $5.1M 0.12% -2,847 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: 50,859 shares; 2024Q4: 50,859 shares; 2025Q1: 50,404 shares; 2025Q2: 49,282 shares; 2025Q3: 47,302 shares; 2025Q4: 49,012 shares; 2026Q1: 48,427 shares; 2026Q2: 47,302 shares 47,302 $4.91M 0.11% -1,125 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: 8,275 shares; 2024Q4: 8,332 shares; 2025Q1: 8,332 shares; 2025Q2: 8,726 shares; 2025Q3: 8,597 shares; 2025Q4: 8,598 shares; 2026Q1: 9,659 shares; 2026Q2: 9,609 shares 9,609 $4.81M 0.11% -50 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: 14,840 shares; 2024Q4: 14,771 shares; 2025Q1: 14,779 shares; 2025Q2: 14,711 shares; 2025Q3: 14,659 shares; 2025Q4: 14,739 shares; 2026Q1: 14,739 shares; 2026Q2: 58,956 shares 58,956 $4.75M 0.11% +44,217 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,582 shares; 2024Q4: 9,596 shares; 2025Q1: 9,608 shares; 2025Q2: 9,608 shares; 2025Q3: 9,608 shares; 2025Q4: 9,608 shares; 2026Q1: 9,608 shares; 2026Q2: 9,608 shares 9,608 $4.1M 0.09% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,708 shares; 2024Q4: 28,424 shares; 2025Q1: 28,114 shares; 2025Q2: 27,999 shares; 2025Q3: 27,596 shares; 2025Q4: 27,633 shares; 2026Q1: 27,300 shares; 2026Q2: 27,297 shares 27,297 $4.03M 0.09% -3 Timeline VCSH 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: 43,681 shares; 2024Q4: 43,946 shares; 2025Q1: 41,569 shares; 2025Q2: 39,418 shares; 2025Q3: 57,693 shares; 2025Q4: 46,706 shares; 2026Q1: 46,131 shares; 2026Q2: 45,356 shares 45,356 $3.58M 0.08% -775 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: 7,289 shares; 2024Q4: 8,040 shares; 2025Q1: 8,093 shares; 2025Q2: 8,174 shares; 2025Q3: 10,318 shares; 2025Q4: 10,022 shares; 2026Q1: 10,794 shares; 2026Q2: 10,786 shares 10,786 $3.53M 0.08% -8 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: 4,325 shares; 2024Q4: 4,504 shares; 2025Q1: 4,592 shares; 2025Q2: 5,448 shares; 2025Q3: 5,883 shares; 2025Q4: 6,151 shares; 2026Q1: 11,180 shares; 2026Q2: 9,725 shares 9,725 $3.48M 0.08% -1,455 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: 12,377 shares; 2024Q4: 12,437 shares; 2025Q1: 12,468 shares; 2025Q2: 12,456 shares; 2025Q3: 12,451 shares; 2025Q4: 12,546 shares; 2026Q1: 11,901 shares; 2026Q2: 11,365 shares 11,365 $3.45M 0.08% -536 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,034 shares; 2024Q4: 147,034 shares; 2025Q1: 147,034 shares; 2025Q2: 145,484 shares; 2025Q3: 145,484 shares; 2025Q4: 177,343 shares; 2026Q1: 170,681 shares; 2026Q2: 166,309 shares 166,309 $3.44M 0.08% -4,372 Timeline SPMD 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: 6,397 shares; 2024Q4: 10,524 shares; 2025Q1: 15,082 shares; 2025Q2: 22,263 shares; 2025Q3: 28,802 shares; 2025Q4: 41,942 shares; 2026Q1: 48,207 shares; 2026Q2: 48,013 shares 48,013 $3.24M 0.07% -194 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: not reported; 2026Q1: 8,211 shares; 2026Q2: 7,201 shares 7,201 $3.12M 0.07% -1,010 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: 3,210 shares; 2024Q4: 3,221 shares; 2025Q1: 3,247 shares; 2025Q2: 3,080 shares; 2025Q3: 4,087 shares; 2025Q4: 4,188 shares; 2026Q1: 4,771 shares; 2026Q2: 4,532 shares 4,532 $3.11M 0.07% -239 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,722 shares; 2024Q4: 22,722 shares; 2025Q1: 22,617 shares; 2025Q2: 22,617 shares; 2025Q3: 22,617 shares; 2025Q4: 22,496 shares; 2026Q1: 22,146 shares; 2026Q2: 22,146 shares 22,146 $3.05M 0.07% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623 shares; 2024Q4: 3,439 shares; 2025Q1: 3,955 shares; 2025Q2: 4,348 shares; 2025Q3: 5,744 shares; 2025Q4: 7,154 shares; 2026Q1: 23,208 shares; 2026Q2: 15,148 shares 15,148 $3.03M 0.07% -8,060 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,369 shares; 2024Q4: 37,144 shares; 2025Q1: 36,599 shares; 2025Q2: 41,168 shares; 2025Q3: 41,791 shares; 2025Q4: 40,884 shares; 2026Q1: 36,281 shares; 2026Q2: 36,912 shares 36,912 $2.88M 0.07% +631 Timeline VCLT 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: not reported; 2025Q3: 30,700 shares; 2025Q4: 27,660 shares; 2026Q1: 37,360 shares; 2026Q2: 37,360 shares 37,360 $2.81M 0.06% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,352 shares; 2024Q4: 22,352 shares; 2025Q1: 22,352 shares; 2025Q2: 21,652 shares; 2025Q3: 21,652 shares; 2025Q4: 21,652 shares; 2026Q1: 21,652 shares; 2026Q2: 21,652 shares 21,652 $2.54M 0.06% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,868 shares; 2024Q4: 61,943 shares; 2025Q1: 58,673 shares; 2025Q2: 52,060 shares; 2025Q3: 50,117 shares; 2025Q4: 49,821 shares; 2026Q1: 45,530 shares; 2026Q2: 45,530 shares 45,530 $2.3M 0.05% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,215 shares; 2024Q4: 17,795 shares; 2025Q1: 17,885 shares; 2025Q2: 17,910 shares; 2025Q3: 18,905 shares; 2025Q4: 19,500 shares; 2026Q1: 19,560 shares; 2026Q2: 21,498 shares 21,498 $2.28M 0.05% +1,938 Timeline SPMB 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: 91,785 shares; 2024Q4: 93,850 shares; 2025Q1: 93,850 shares; 2025Q2: 94,950 shares; 2025Q3: 94,950 shares; 2025Q4: 96,070 shares; 2026Q1: 96,070 shares; 2026Q2: 97,915 shares 97,915 $2.18M 0.05% +1,845 Timeline SCHX 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: 26,936 shares; 2024Q4: 75,657 shares; 2025Q1: 78,978 shares; 2025Q2: 77,080 shares; 2025Q3: 77,593 shares; 2025Q4: 73,782 shares; 2026Q1: 73,574 shares; 2026Q2: 72,071 shares 72,071 $2.12M 0.05% -1,503 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,884 shares; 2026Q2: 2,867 shares 2,867 $2.07M 0.05% -17 Timeline VCIT 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: not reported; 2025Q3: 21,800 shares; 2025Q4: 18,060 shares; 2026Q1: 23,160 shares; 2026Q2: 23,160 shares 23,160 $1.91M 0.04% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,135 shares; 2024Q4: 7,130 shares; 2025Q1: 7,130 shares; 2025Q2: 7,075 shares; 2025Q3: 6,790 shares; 2025Q4: 6,605 shares; 2026Q1: 6,430 shares; 2026Q2: 6,360 shares 6,360 $1.91M 0.04% -70 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: 13,400 shares; 2024Q4: 13,400 shares; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares; 2026Q1: 13,015 shares; 2026Q2: 13,015 shares 13,015 $1.91M 0.04% 0 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: 11,388 shares; 2024Q4: 13,176 shares; 2025Q1: 13,321 shares; 2025Q2: 13,321 shares; 2025Q3: 12,096 shares; 2025Q4: 12,096 shares; 2026Q1: 12,158 shares; 2026Q2: 13,894 shares 13,894 $1.9M 0.04% +1,736 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: 27,162 shares; 2024Q4: 27,037 shares; 2025Q1: 27,037 shares; 2025Q2: 27,037 shares; 2025Q3: 27,037 shares; 2025Q4: 26,931 shares; 2026Q1: 24,421 shares; 2026Q2: 24,421 shares 24,421 $1.84M 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares; 2026Q2: 3,853 shares 3,853 $1.84M 0.04% -2,147 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,230 shares; 2024Q4: 10,230 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,230 shares; 2025Q4: 10,230 shares; 2026Q1: 10,230 shares; 2026Q2: 10,230 shares 10,230 $1.83M 0.04% 0 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: 5,268 shares; 2024Q4: 5,366 shares; 2025Q1: 5,362 shares; 2025Q2: 5,120 shares; 2025Q3: 5,481 shares; 2025Q4: 5,391 shares; 2026Q1: 5,942 shares; 2026Q2: 6,829 shares 6,829 $1.73M 0.04% +887 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,788 shares; 2024Q4: 3,394 shares; 2025Q1: 3,324 shares; 2025Q2: 3,485 shares; 2025Q3: 3,342 shares; 2025Q4: 3,343 shares; 2026Q1: 8,013 shares; 2026Q2: 4,950 shares 4,950 $1.7M 0.04% -3,063 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,545 shares; 2024Q4: 12,311 shares; 2025Q1: 12,760 shares; 2025Q2: 12,919 shares; 2025Q3: 12,199 shares; 2025Q4: 12,137 shares; 2026Q1: 12,052 shares; 2026Q2: 11,870 shares 11,870 $1.62M 0.04% -182 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,465 shares; 2024Q4: 6,465 shares; 2025Q1: 6,465 shares; 2025Q2: 6,465 shares; 2025Q3: 6,465 shares; 2025Q4: 6,746 shares; 2026Q1: 6,643 shares; 2026Q2: 6,644 shares 6,644 $1.61M 0.04% +1 Timeline SPYX 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: 24,565 shares; 2024Q4: 23,600 shares; 2025Q1: 23,050 shares; 2025Q2: 23,180 shares; 2025Q3: 22,520 shares; 2025Q4: 25,470 shares; 2026Q1: 24,810 shares; 2026Q2: 24,810 shares 24,810 $1.52M 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,506 shares; 2024Q4: 15,584 shares; 2025Q1: 15,442 shares; 2025Q2: 15,442 shares; 2025Q3: 14,595 shares; 2025Q4: 14,711 shares; 2026Q1: 15,646 shares; 2026Q2: 15,402 shares 15,402 $1.51M 0.03% -244 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: 9,685 shares; 2024Q4: 9,560 shares; 2025Q1: 9,560 shares; 2025Q2: 9,560 shares; 2025Q3: 9,560 shares; 2025Q4: 9,560 shares; 2026Q1: 9,560 shares; 2026Q2: 9,560 shares 9,560 $1.51M 0.03% 0 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: 12,049 shares; 2024Q4: 12,399 shares; 2025Q1: 12,419 shares; 2025Q2: 12,280 shares; 2025Q3: 12,411 shares; 2025Q4: 22,561 shares; 2026Q1: 23,081 shares; 2026Q2: 24,373 shares 24,373 $1.42M 0.03% +1,292 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: 430 shares; 2024Q4: 425 shares; 2025Q1: 404 shares; 2025Q2: 504 shares; 2025Q3: 567 shares; 2025Q4: 1,136 shares; 2026Q1: 3,739 shares; 2026Q2: 2,478 shares 2,478 $1.4M 0.03% -1,261 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: 10,115 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 10,115 shares; 2025Q3: 10,115 shares; 2025Q4: 10,115 shares; 2026Q1: 10,115 shares; 2026Q2: 10,115 shares 10,115 $1.38M 0.03% 0 Timeline CATH 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: 18,128 shares; 2024Q4: 16,828 shares; 2025Q1: 15,828 shares; 2025Q2: 16,022 shares; 2025Q3: 16,022 shares; 2025Q4: 15,847 shares; 2026Q1: 15,232 shares; 2026Q2: 15,232 shares 15,232 $1.35M 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 634 shares; 2026Q2: 634 shares 634 $1.26M 0.03% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,441 shares; 2024Q4: 10,441 shares; 2025Q1: 10,441 shares; 2025Q2: 10,441 shares; 2025Q3: 10,441 shares; 2025Q4: 10,441 shares; 2026Q1: 10,441 shares; 2026Q2: 10,441 shares 10,441 $1.26M 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,600 shares; 2025Q4: 15,112 shares; 2026Q1: 22,712 shares; 2026Q2: 22,712 shares 22,712 $1.25M 0.03% 0 Timeline SCHH 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: 55,450 shares; 2024Q4: 53,370 shares; 2025Q1: 47,067 shares; 2025Q2: 47,151 shares; 2025Q3: 47,233 shares; 2025Q4: 51,884 shares; 2026Q1: 51,949 shares; 2026Q2: 52,282 shares 52,282 $1.24M 0.03% +333 Timeline VONG 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: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,624 shares; 2025Q2: 9,624 shares; 2025Q3: 9,624 shares; 2025Q4: 9,624 shares; 2026Q1: 9,624 shares; 2026Q2: 9,624 shares 9,624 $1.23M 0.03% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,069 shares; 2024Q4: 14,829 shares; 2025Q1: 14,706 shares; 2025Q2: 14,479 shares; 2025Q3: 13,563 shares; 2025Q4: 12,059 shares; 2026Q1: 12,120 shares; 2026Q2: 11,217 shares 11,217 $1.23M 0.03% -903 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: 25,193 shares; 2024Q4: 25,194 shares; 2025Q1: 23,824 shares; 2025Q2: 23,040 shares; 2025Q3: 22,591 shares; 2025Q4: 13,647 shares; 2026Q1: 13,647 shares; 2026Q2: 12,372 shares 12,372 $1.22M 0.03% -1,275 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: 5,670 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 5,616 shares; 2026Q1: 5,616 shares; 2026Q2: 5,616 shares 5,616 $1.22M 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING 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: 4,648 shares; 2026Q2: 4,701 shares 4,701 $1.2M 0.03% +53 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $1.18M 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,319 shares; 2024Q4: 5,178 shares; 2025Q1: 5,108 shares; 2025Q2: 5,009 shares; 2025Q3: 4,795 shares; 2025Q4: 4,927 shares; 2026Q1: 4,927 shares; 2026Q2: 5,353 shares 5,353 $1.18M 0.03% +426 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,840 shares; 2024Q4: 2,868 shares; 2025Q1: 2,836 shares; 2025Q2: 2,813 shares; 2025Q3: 3,055 shares; 2025Q4: 3,315 shares; 2026Q1: 3,081 shares; 2026Q2: 3,094 shares 3,094 $1.17M 0.03% +13 Timeline GWX 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: 31,416 shares; 2024Q4: 31,396 shares; 2025Q1: 29,373 shares; 2025Q2: 29,228 shares; 2025Q3: 27,953 shares; 2025Q4: 27,163 shares; 2026Q1: 26,443 shares; 2026Q2: 25,644 shares 25,644 $1.12M 0.03% -799 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: 6,874 shares; 2025Q4: 6,857 shares; 2026Q1: 6,847 shares; 2026Q2: 7,993 shares 7,993 $1.12M 0.03% +1,146 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: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 1,113 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: 1,113 shares; 2026Q2: 1,048 shares 1,048 $1.12M 0.03% -65 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; 2024Q3: 7,041 shares; 2024Q4: 21,127 shares; 2025Q1: 24,368 shares; 2025Q2: 26,779 shares; 2025Q3: 26,706 shares; 2025Q4: 29,497 shares; 2026Q1: 30,462 shares; 2026Q2: 30,108 shares 30,108 $1.11M 0.03% -354 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 9,135 shares; 2025Q2: 9,135 shares; 2025Q3: 9,186 shares; 2025Q4: 9,194 shares; 2026Q1: 9,194 shares; 2026Q2: 9,204 shares 9,204 $1.09M 0.02% +10 Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 267,011 shares; 2026Q2: 367,071 shares 367,071 $1.06M 0.02% +100,060 Timeline VTEI 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: 4,425 shares; 2026Q1: 7,255 shares; 2026Q2: 10,440 shares 10,440 $1.05M 0.02% +3,185 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,379 shares; 2024Q4: 2,379 shares; 2025Q1: 2,379 shares; 2025Q2: 2,379 shares; 2025Q3: 2,629 shares; 2025Q4: 5,755 shares; 2026Q1: 5,455 shares; 2026Q2: 5,390 shares 5,390 $1.03M 0.02% -65 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,604 shares; 2024Q4: 1,554 shares; 2025Q1: 1,649 shares; 2025Q2: 1,649 shares; 2025Q3: 1,419 shares; 2025Q4: 1,415 shares; 2026Q1: 1,400 shares; 2026Q2: 1,391 shares 1,391 $978K 0.02% -9 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: 393 shares; 2025Q1: 420 shares; 2025Q2: 473 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,033 shares; 2026Q2: 1,820 shares 1,820 $935K 0.02% -2,213 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,110 shares; 2024Q4: 8,370 shares; 2025Q1: 8,370 shares; 2025Q2: 7,180 shares; 2025Q3: 7,280 shares; 2025Q4: 9,130 shares; 2026Q1: 11,970 shares; 2026Q2: 11,380 shares 11,380 $934K 0.02% -590 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: 3,169 shares; 2024Q4: 3,169 shares; 2025Q1: 2,989 shares; 2025Q2: 2,697 shares; 2025Q3: 2,681 shares; 2025Q4: 3,081 shares; 2026Q1: 2,832 shares; 2026Q2: 2,642 shares 2,642 $933K 0.02% -190 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,305 shares; 2024Q4: 8,305 shares; 2025Q1: 8,305 shares; 2025Q2: 8,305 shares; 2025Q3: 8,830 shares; 2025Q4: 8,830 shares; 2026Q1: 8,830 shares; 2026Q2: 9,490 shares 9,490 $915K 0.02% +660 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; 2024Q3: 1,032 shares; 2024Q4: 1,232 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares; 2026Q1: 1,903 shares; 2026Q2: 1,718 shares 1,718 $897K 0.02% -185 Timeline STPZ 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: 16,711 shares; 2024Q4: 16,711 shares; 2025Q1: 16,712 shares; 2025Q2: 16,712 shares; 2025Q3: 16,713 shares; 2025Q4: 16,710 shares; 2026Q1: 16,710 shares; 2026Q2: 16,710 shares 16,710 $891K 0.02% 0 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: 2,267 shares; 2024Q4: 3,029 shares; 2025Q1: 3,041 shares; 2025Q2: 5,150 shares; 2025Q3: 5,317 shares; 2025Q4: 4,998 shares; 2026Q1: 5,091 shares; 2026Q2: 6,053 shares 6,053 $888K 0.02% +962 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: 1,428 shares; 2024Q4: 1,641 shares; 2025Q1: 1,672 shares; 2025Q2: 2,664 shares; 2025Q3: 3,620 shares; 2025Q4: 3,065 shares; 2026Q1: 3,059 shares; 2026Q2: 3,465 shares 3,465 $872K 0.02% +406 Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,214 shares; 2024Q4: 13,214 shares; 2025Q1: 13,214 shares; 2025Q2: 13,214 shares; 2025Q3: 11,554 shares; 2025Q4: 11,554 shares; 2026Q1: 11,554 shares; 2026Q2: 11,554 shares 11,554 $862K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,738 shares; 2025Q2: 1,738 shares; 2025Q3: 1,745 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares; 2026Q2: 1,750 shares 1,750 $860K 0.02% +3 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,465 shares; 2024Q4: 15,635 shares; 2025Q1: 15,635 shares; 2025Q2: 15,415 shares; 2025Q3: 15,380 shares; 2025Q4: 15,380 shares; 2026Q1: 15,380 shares; 2026Q2: 15,380 shares 15,380 $831K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 5,040 shares; 2025Q2: 5,040 shares; 2025Q3: 5,040 shares; 2025Q4: 5,040 shares; 2026Q1: 5,040 shares; 2026Q2: 5,040 shares 5,040 $830K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,574 shares; 2026Q2: 7,637 shares 7,637 $821K 0.02% -6,937 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,453 shares; 2025Q2: 1,461 shares; 2025Q3: 1,521 shares; 2025Q4: 1,520 shares; 2026Q1: 2,082 shares; 2026Q2: 2,156 shares 2,156 $806K 0.02% +74 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; 2024Q3: 15,899 shares; 2024Q4: 31,548 shares; 2025Q1: 31,548 shares; 2025Q2: 30,579 shares; 2025Q3: 31,293 shares; 2025Q4: 30,052 shares; 2026Q1: 29,099 shares; 2026Q2: 28,744 shares 28,744 $796K 0.02% -355 Timeline USIG 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: 15,825 shares; 2026Q2: 15,295 shares 15,295 $784K 0.02% -530 Timeline MCO MOODYS CORP More: the full row for MOODYS 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: 2,622 shares; 2026Q2: 1,682 shares 1,682 $762K 0.02% -940 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: 5,124 shares; 2024Q4: 5,124 shares; 2025Q1: 5,145 shares; 2025Q2: 5,127 shares; 2025Q3: 5,005 shares; 2025Q4: 5,236 shares; 2026Q1: 5,079 shares; 2026Q2: 5,180 shares 5,180 $759K 0.02% +101 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,225 shares; 2025Q2: 1,227 shares; 2025Q3: 1,604 shares; 2025Q4: 1,516 shares; 2026Q1: 2,537 shares; 2026Q2: 2,663 shares 2,663 $749K 0.02% +126 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: not reported; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 889 shares; 2026Q1: 995 shares; 2026Q2: 995 shares 995 $732K 0.02% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,641 shares; 2024Q4: 21,627 shares; 2025Q1: 21,592 shares; 2025Q2: 21,588 shares; 2025Q3: 21,570 shares; 2025Q4: 21,134 shares; 2026Q1: 21,043 shares; 2026Q2: 20,937 shares 20,937 $729K 0.02% -106 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,350 shares; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares; 2026Q1: 3,241 shares; 2026Q2: 3,226 shares 3,226 $714K 0.02% -15 Timeline EWX 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: 13,262 shares; 2024Q4: 12,261 shares; 2025Q1: 12,326 shares; 2025Q2: 12,041 shares; 2025Q3: 11,451 shares; 2025Q4: 10,078 shares; 2026Q1: 10,583 shares; 2026Q2: 9,579 shares 9,579 $712K 0.02% -1,004 Timeline VNQI 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: 15,680 shares; 2024Q4: 15,405 shares; 2025Q1: 15,745 shares; 2025Q2: 15,745 shares; 2025Q3: 15,555 shares; 2025Q4: 15,670 shares; 2026Q1: 15,670 shares; 2026Q2: 15,612 shares 15,612 $700K 0.02% -58 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,065 shares; 2025Q1: 21,880 shares; 2025Q2: 15,737 shares; 2025Q3: 15,737 shares; 2025Q4: 15,737 shares; 2026Q1: 15,737 shares; 2026Q2: 15,737 shares 15,737 $696K 0.02% 0 Timeline SPBO 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: 17,585 shares; 2025Q2: 36,645 shares; 2025Q3: 36,645 shares; 2025Q4: 25,095 shares; 2026Q1: 24,410 shares; 2026Q2: 23,737 shares 23,737 $689K 0.02% -673 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: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,200 shares 6,200 $684K 0.02% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD 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: 8,470 shares; 2025Q3: 8,470 shares; 2025Q4: 8,470 shares; 2026Q1: 8,470 shares; 2026Q2: 8,470 shares 8,470 $673K 0.02% 0 Timeline SPSB 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: 6,715 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 23,055 shares; 2025Q3: 22,060 shares; 2025Q4: 20,765 shares; 2026Q1: 21,000 shares; 2026Q2: 22,035 shares 22,035 $661K 0.02% +1,035 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 276 shares 276 $628K 0.01% new Timeline SCHR 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: 12,025 shares; 2024Q4: 24,050 shares; 2025Q1: 26,325 shares; 2025Q2: 26,325 shares; 2025Q3: 29,025 shares; 2025Q4: 32,325 shares; 2026Q1: 32,325 shares; 2026Q2: 24,421 shares 24,421 $602K 0.01% -7,904 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: 508 shares 508 $586K 0.01% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,800 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares; 2026Q1: 11,800 shares; 2026Q2: 11,800 shares 11,800 $585K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW 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: 5,994 shares; 2026Q2: 3,854 shares 3,854 $584K 0.01% -2,140 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares; 2026Q2: 5,300 shares 5,300 $578K 0.01% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,820 shares; 2024Q4: 6,820 shares; 2025Q1: 6,385 shares; 2025Q2: 6,385 shares; 2025Q3: 6,385 shares; 2025Q4: 6,385 shares; 2026Q1: 8,087 shares; 2026Q2: 8,087 shares 8,087 $562K 0.01% 0 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI 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: 19,039 shares; 2026Q2: 95,340 shares 95,340 $551K 0.01% +76,301 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,340 shares; 2026Q1: 2,800 shares; 2026Q2: 5,435 shares 5,435 $551K 0.01% +2,635 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: 270 shares; 2024Q4: 306 shares; 2025Q1: 331 shares; 2025Q2: 406 shares; 2025Q3: 516 shares; 2025Q4: 425 shares; 2026Q1: 463 shares; 2026Q2: 456 shares 456 $547K 0.01% -7 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: 1,974 shares; 2024Q4: 2,180 shares; 2025Q1: 4,150 shares; 2025Q2: 3,801 shares; 2025Q3: 4,129 shares; 2025Q4: 4,138 shares; 2026Q1: 4,224 shares; 2026Q2: 4,220 shares 4,220 $542K 0.01% -4 Timeline RPV 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; 2024Q3: 4,715 shares; 2024Q4: 4,715 shares; 2025Q1: 4,715 shares; 2025Q2: 4,715 shares; 2025Q3: 4,715 shares; 2025Q4: 4,715 shares; 2026Q1: 4,715 shares; 2026Q2: 4,715 shares 4,715 $537K 0.01% 0 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: 2,362 shares; 2024Q4: 2,362 shares; 2025Q1: 2,362 shares; 2025Q2: 2,332 shares; 2025Q3: 2,072 shares; 2025Q4: 2,073 shares; 2026Q1: 2,103 shares; 2026Q2: 2,206 shares 2,206 $525K 0.01% +103 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 386 shares; 2026Q1: 388 shares; 2026Q2: 404 shares 404 $475K 0.01% +16 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,670 shares; 2024Q4: 8,670 shares; 2025Q1: 8,670 shares; 2025Q2: 8,975 shares; 2025Q3: 8,570 shares; 2025Q4: 8,035 shares; 2026Q1: 8,035 shares; 2026Q2: 8,035 shares 8,035 $471K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 4,605 shares 4,605 $471K 0.01% -895 Timeline CEFA 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: 12,500 shares; 2024Q4: 12,665 shares; 2025Q1: 12,930 shares; 2025Q2: 12,930 shares; 2025Q3: 12,930 shares; 2025Q4: 12,445 shares; 2026Q1: 11,850 shares; 2026Q2: 11,850 shares 11,850 $470K 0.01% 0 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: 1,635 shares; 2024Q4: 1,817 shares; 2025Q1: 1,525 shares; 2025Q2: 1,650 shares; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares; 2026Q1: 1,268 shares; 2026Q2: 1,268 shares 1,268 $467K 0.01% 0 Timeline BILS 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: 13,799 shares; 2024Q4: 14,111 shares; 2025Q1: 10,086 shares; 2025Q2: 8,686 shares; 2025Q3: 8,686 shares; 2025Q4: 7,961 shares; 2026Q1: 5,507 shares; 2026Q2: 4,597 shares 4,597 $457K 0.01% -910 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $451K 0.01% 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: 1,154 shares; 2025Q1: not reported; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,284 shares; 2026Q1: 2,044 shares; 2026Q2: 2,058 shares 2,058 $445K 0.01% +14 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,240 shares; 2024Q4: 15,240 shares; 2025Q1: 15,240 shares; 2025Q2: 15,240 shares; 2025Q3: 16,235 shares; 2025Q4: 16,235 shares; 2026Q1: 12,935 shares; 2026Q2: 9,470 shares 9,470 $445K 0.01% -3,465 Timeline SLYV 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: 5,182 shares; 2024Q4: 4,422 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,042 shares 4,042 $441K 0.01% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 733 shares 733 $426K 0.01% new 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: 604 shares; 2024Q4: 649 shares; 2025Q1: 652 shares; 2025Q2: 650 shares; 2025Q3: 657 shares; 2025Q4: 658 shares; 2026Q1: 658 shares; 2026Q2: 655 shares 655 $415K 0.01% -3 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,814 shares; 2024Q4: 3,616 shares; 2025Q1: 3,621 shares; 2025Q2: 3,601 shares; 2025Q3: 3,683 shares; 2025Q4: 3,782 shares; 2026Q1: 3,967 shares; 2026Q2: 4,308 shares 4,308 $415K 0.01% +341 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,258 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 2,528 shares; 2026Q2: 1,202 shares 1,202 $414K 0.01% -1,326 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,960 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares; 2026Q2: 2,387 shares 2,387 $396K 0.01% +454 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,907 shares; 2025Q1: 2,907 shares; 2025Q2: 2,800 shares; 2025Q3: 2,907 shares; 2025Q4: 2,812 shares; 2026Q1: 2,932 shares; 2026Q2: 2,902 shares 2,902 $393K 0.01% -30 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,590 shares; 2026Q1: 2,590 shares; 2026Q2: 2,590 shares 2,590 $371K 0.01% 0 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; 2024Q3: 1,298 shares; 2024Q4: 1,279 shares; 2025Q1: 1,272 shares; 2025Q2: 1,340 shares; 2025Q3: 1,318 shares; 2025Q4: 1,303 shares; 2026Q1: 1,269 shares; 2026Q2: 1,623 shares 1,623 $363K 0.01% +354 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 905 shares; 2025Q4: 806 shares; 2026Q1: 833 shares; 2026Q2: 854 shares 854 $359K 0.01% +21 Timeline TFI 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: 20,053 shares; 2024Q4: 19,895 shares; 2025Q1: 20,351 shares; 2025Q2: 20,583 shares; 2025Q3: 21,327 shares; 2025Q4: 11,417 shares; 2026Q1: 9,403 shares; 2026Q2: 7,841 shares 7,841 $359K 0.01% -1,562 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,916 shares; 2026Q1: 2,787 shares; 2026Q2: 2,961 shares 2,961 $348K 0.01% +174 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: 985 shares; 2024Q4: 985 shares; 2025Q1: 1,005 shares; 2025Q2: 1,008 shares; 2025Q3: 1,039 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares; 2026Q2: 1,023 shares 1,023 $346K 0.01% -10 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,925 shares; 2025Q4: 3,925 shares; 2026Q1: 3,925 shares; 2026Q2: 3,925 shares 3,925 $344K 0.01% 0 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,325 shares; 2024Q4: 6,325 shares; 2025Q1: 6,325 shares; 2025Q2: 6,325 shares; 2025Q3: 6,325 shares; 2025Q4: 6,325 shares; 2026Q1: 6,325 shares; 2026Q2: 6,325 shares 6,325 $337K 0.01% 0 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: 2,344 shares; 2024Q4: 3,796 shares; 2025Q1: 3,796 shares; 2025Q2: 3,751 shares; 2025Q3: 3,753 shares; 2025Q4: 3,678 shares; 2026Q1: 3,678 shares; 2026Q2: 3,715 shares 3,715 $337K 0.01% +37 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: not reported; 2024Q4: 1,332 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 3,720 shares 3,720 $320K 0.01% +3,100 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: 1,275 shares 1,275 $318K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 801 shares; 2026Q2: 751 shares 751 $308K 0.01% -50 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: 940 shares; 2024Q4: 948 shares; 2025Q1: 966 shares; 2025Q2: 888 shares; 2025Q3: 839 shares; 2025Q4: 866 shares; 2026Q1: 866 shares; 2026Q2: 861 shares 861 $304K 0.01% -5 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: 1,147 shares; 2024Q4: 1,230 shares; 2025Q1: 1,215 shares; 2025Q2: 1,213 shares; 2025Q3: 1,350 shares; 2025Q4: 1,283 shares; 2026Q1: 1,283 shares; 2026Q2: 1,122 shares 1,122 $303K 0.01% -161 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: 4,415 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,415 shares; 2025Q3: 4,415 shares; 2025Q4: 4,415 shares; 2026Q1: 4,415 shares; 2026Q2: 4,415 shares 4,415 $302K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 471 shares 471 $301K 0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,105 shares; 2024Q4: 7,658 shares; 2025Q1: 7,183 shares; 2025Q2: 6,490 shares; 2025Q3: 6,380 shares; 2025Q4: 4,195 shares; 2026Q1: 2,875 shares; 2026Q2: 2,675 shares 2,675 $295K 0.01% -200 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 520 shares; 2026Q2: 522 shares 522 $275K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,160 shares; 2026Q2: 1,160 shares 1,160 $274K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,390 shares; 2024Q4: 6,390 shares; 2025Q1: 6,809 shares; 2025Q2: 7,319 shares; 2025Q3: 7,319 shares; 2025Q4: 7,319 shares; 2026Q1: 7,319 shares; 2026Q2: 8,869 shares 8,869 $270K 0.01% +1,550 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,408 shares; 2025Q3: 8,488 shares; 2025Q4: 7,676 shares; 2026Q1: 7,638 shares; 2026Q2: 7,404 shares 7,404 $268K 0.01% -234 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: 1,532 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares; 2025Q4: 1,397 shares; 2026Q1: 1,397 shares; 2026Q2: 1,397 shares 1,397 $265K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD 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: 1,695 shares; 2026Q2: 1,695 shares 1,695 $263K 0.01% 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: 2,931 shares; 2024Q4: 2,867 shares; 2025Q1: 2,321 shares; 2025Q2: not reported; 2025Q3: 2,051 shares; 2025Q4: 1,971 shares; 2026Q1: 2,529 shares; 2026Q2: 2,283 shares 2,283 $259K 0.01% -246 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,761 shares 1,761 $250K 0.01% new Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,190 shares; 2025Q1: 5,825 shares; 2025Q2: 5,825 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares; 2026Q1: 5,825 shares; 2026Q2: 5,825 shares 5,825 $250K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 657 shares; 2025Q3: 554 shares; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: 491 shares 491 $246K 0.01% -64 Timeline MKSI MKS INC. More: the full row for MKS 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: 553 shares 553 $246K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares; 2026Q1: 1,339 shares; 2026Q2: 1,339 shares 1,339 $242K 0.01% 0 Timeline DMXF 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: 2,859 shares; 2026Q2: 2,859 shares 2,859 $242K 0.01% 0 Timeline MTUM 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: not reported; 2026Q2: 694 shares 694 $238K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,570 shares; 2025Q4: not reported; 2026Q1: 2,284 shares; 2026Q2: 2,300 shares 2,300 $235K 0.01% +16 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,825 shares; 2026Q2: 454 shares 454 $226K 0.01% -1,371 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729 shares; 2024Q4: 729 shares; 2025Q1: 784 shares; 2025Q2: 809 shares; 2025Q3: 818 shares; 2025Q4: 820 shares; 2026Q1: 797 shares; 2026Q2: 810 shares 810 $223K 0.01% +13 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO 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: 8,289 shares; 2025Q4: 8,289 shares; 2026Q1: 8,289 shares; 2026Q2: 8,289 shares 8,289 $219K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 2,557 shares 2,557 $217K <0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS 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: 800 shares; 2026Q2: 800 shares 800 $216K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,165 shares; 2026Q1: not reported; 2026Q2: 2,265 shares 2,265 $216K <0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,430 shares; 2026Q1: 2,430 shares; 2026Q2: 2,430 shares 2,430 $215K <0.01% 0 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: 554 shares; 2024Q4: 529 shares; 2025Q1: 562 shares; 2025Q2: 743 shares; 2025Q3: 588 shares; 2025Q4: not reported; 2026Q1: 2,468 shares; 2026Q2: 515 shares 515 $214K <0.01% -1,953 Timeline SPHB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,375 shares 1,375 $214K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 4,323 shares; 2026Q2: 1,206 shares 1,206 $213K <0.01% -3,117 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,240 shares 1,240 $211K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 306 shares; 2026Q1: not reported; 2026Q2: 1,732 shares 1,732 $207K <0.01% new 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; 2024Q3: 22,549 shares; 2024Q4: 42,021 shares; 2025Q1: 42,014 shares; 2025Q2: 35,313 shares; 2025Q3: 34,089 shares; 2025Q4: 12,214 shares; 2026Q1: 8,914 shares; 2026Q2: 8,913 shares 8,913 $206K <0.01% -1 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,730 shares; 2024Q4: 9,955 shares; 2025Q1: 9,955 shares; 2025Q2: 9,994 shares; 2025Q3: 9,839 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,199 shares 8,199 $205K <0.01% new 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; 2024Q3: 6,400 shares; 2024Q4: not reported; 2025Q1: 5,668 shares; 2025Q2: 5,557 shares; 2025Q3: 5,464 shares; 2025Q4: 5,467 shares; 2026Q1: 5,315 shares; 2026Q2: 4,218 shares 4,218 $203K <0.01% -1,097 Timeline QVMT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,900 shares 2,900 $203K <0.01% new Timeline IBDT 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: 8,010 shares; 2025Q2: 8,010 shares; 2025Q3: 8,010 shares; 2025Q4: 8,010 shares; 2026Q1: 8,010 shares; 2026Q2: 8,010 shares 8,010 $202K <0.01% 0 Timeline IBDS 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: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: 8,350 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares; 2026Q1: 8,350 shares; 2026Q2: 8,350 shares 8,350 $202K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 102 shares 102 $202K <0.01% new Timeline IBDR 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: 8,325 shares; 2025Q1: 8,325 shares; 2025Q2: 8,325 shares; 2025Q3: 8,325 shares; 2025Q4: 8,325 shares; 2026Q1: 8,325 shares; 2026Q2: 8,325 shares 8,325 $202K <0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,072 shares; 2024Q4: 10,072 shares; 2025Q1: 10,072 shares; 2025Q2: 10,072 shares; 2025Q3: 10,072 shares; 2025Q4: 10,072 shares; 2026Q1: 10,972 shares; 2026Q2: 10,972 shares 10,972 $140K <0.01% 0 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,639 shares; 2024Q4: 13,639 shares; 2025Q1: 11,739 shares; 2025Q2: 11,739 shares; 2025Q3: 11,739 shares; 2025Q4: 11,739 shares; 2026Q1: 11,739 shares; 2026Q2: 11,739 shares 11,739 $124K <0.01% 0 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,300 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares; 2026Q1: 11,800 shares; 2026Q2: 10,900 shares 10,900 $121K <0.01% -900 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,387 shares; 2024Q4: 10,117 shares; 2025Q1: 10,117 shares; 2025Q2: 10,117 shares; 2025Q3: 10,117 shares; 2025Q4: 10,117 shares; 2026Q1: 10,117 shares; 2026Q2: 10,117 shares 10,117 $117K <0.01% 0 Timeline YCBD CBDMD INC More: the full row for CBDMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,513 shares; 2025Q3: 68,513 shares; 2025Q4: 68,513 shares; 2026Q1: 68,513 shares; 2026Q2: 68,513 shares 68,513 $46.1K <0.01% 0 Timeline