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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 273,991 shares; 2026Q3: 1,784,911 shares 1,784,911 $136M 12.88% +1,510,920 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,014 shares; 2025Q3: 4,014 shares; 2025Q4: not reported; 2026Q1: 4,014 shares; 2026Q2: 4,318 shares; 2026Q3: 1,633,246 shares 1,633,246 $80.4M 7.59% +1,628,928 Timeline BIV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 155,473 shares; 2026Q3: 896,849 shares 896,849 $65.3M 6.17% +741,376 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,454,946 shares; 2025Q1: 1,531,316 shares; 2025Q2: 1,632,590 shares; 2025Q3: 1,708,261 shares; 2025Q4: 1,783,865 shares; 2026Q1: 1,816,625 shares; 2026Q2: 1,871,398 shares; 2026Q3: 1,540,888 shares 1,540,888 $50.1M 4.73% -330,510 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137,107 shares; 2025Q1: 146,529 shares; 2025Q2: 154,915 shares; 2025Q3: 163,525 shares; 2025Q4: 167,280 shares; 2026Q1: 171,706 shares; 2026Q2: 180,940 shares; 2026Q3: 145,231 shares 145,231 $45.9M 4.34% -35,709 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,102 shares; 2025Q1: 62,412 shares; 2025Q2: 62,277 shares; 2025Q3: 64,060 shares; 2025Q4: 64,384 shares; 2026Q1: 66,141 shares; 2026Q2: 68,125 shares; 2026Q3: 68,320 shares 68,320 $35M 3.31% +195 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,510 shares; 2025Q1: 70,153 shares; 2025Q2: 69,418 shares; 2025Q3: 70,214 shares; 2025Q4: 69,411 shares; 2026Q1: 69,517 shares; 2026Q2: 70,656 shares; 2026Q3: 70,869 shares 70,869 $23.4M 2.21% +213 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128,268 shares; 2026Q3: 129,426 shares 129,426 $21.1M 1.99% +1,158 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,348 shares; 2025Q1: 26,875 shares; 2025Q2: 27,369 shares; 2025Q3: 28,366 shares; 2025Q4: 29,184 shares; 2026Q1: 29,442 shares; 2026Q2: 30,107 shares; 2026Q3: 30,057 shares 30,057 $20.2M 1.91% -50 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,464 shares; 2025Q1: 68,905 shares; 2025Q2: 70,181 shares; 2025Q3: 73,313 shares; 2025Q4: 74,534 shares; 2026Q1: 74,483 shares; 2026Q2: 75,978 shares; 2026Q3: 75,800 shares 75,800 $20.1M 1.9% -178 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,217 shares; 2025Q1: 121,128 shares; 2025Q2: 124,385 shares; 2025Q3: 126,785 shares; 2025Q4: 128,053 shares; 2026Q1: 128,020 shares; 2026Q2: 122,745 shares; 2026Q3: 113,473 shares 113,473 $19.8M 1.87% -9,272 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 173,687 shares; 2025Q1: 181,627 shares; 2025Q2: 185,186 shares; 2025Q3: 191,732 shares; 2025Q4: 196,452 shares; 2026Q1: 200,189 shares; 2026Q2: 204,343 shares; 2026Q3: 206,455 shares 206,455 $19.6M 1.85% +2,112 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,107 shares; 2025Q1: 79,380 shares; 2025Q2: 83,112 shares; 2025Q3: 86,751 shares; 2025Q4: 89,975 shares; 2026Q1: 91,770 shares; 2026Q2: 93,947 shares; 2026Q3: 95,265 shares 95,265 $19.5M 1.84% +1,318 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,714 shares; 2025Q1: 105,654 shares; 2025Q2: 104,349 shares; 2025Q3: 105,624 shares; 2025Q4: 101,038 shares; 2026Q1: 98,897 shares; 2026Q2: 101,187 shares; 2026Q3: 101,527 shares 101,527 $18.8M 1.78% +340 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123,983 shares; 2025Q1: 115,411 shares; 2025Q2: 242,984 shares; 2025Q3: 198,652 shares; 2025Q4: 154,562 shares; 2026Q1: 160,040 shares; 2026Q2: 149,761 shares; 2026Q3: 227,453 shares 227,453 $18.8M 1.78% +77,692 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,877 shares; 2025Q1: 22,105 shares; 2025Q2: 22,176 shares; 2025Q3: 21,786 shares; 2025Q4: 21,339 shares; 2026Q1: 20,771 shares; 2026Q2: 20,549 shares; 2026Q3: 20,312 shares 20,312 $18.3M 1.73% -237 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 294,442 shares; 2025Q1: 307,498 shares; 2025Q2: 310,436 shares; 2025Q3: 319,091 shares; 2025Q4: 320,441 shares; 2026Q1: 326,677 shares; 2026Q2: 334,060 shares; 2026Q3: 334,312 shares 334,312 $18.2M 1.72% +252 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; 2024Q4: 15,932 shares; 2025Q1: 55,661 shares; 2025Q2: 74,237 shares; 2025Q3: 99,657 shares; 2025Q4: 120,787 shares; 2026Q1: 143,411 shares; 2026Q2: 171,665 shares; 2026Q3: 198,110 shares 198,110 $17.2M 1.62% +26,445 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 198,163 shares; 2025Q1: 197,419 shares; 2025Q2: 196,443 shares; 2025Q3: 200,547 shares; 2025Q4: 200,748 shares; 2026Q1: 202,689 shares; 2026Q2: 209,957 shares; 2026Q3: 212,829 shares 212,829 $17M 1.61% +2,872 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191,081 shares; 2026Q2: 192,577 shares; 2026Q3: 195,741 shares 195,741 $16.7M 1.58% +3,164 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 224,012 shares; 2025Q1: 234,965 shares; 2025Q2: 249,266 shares; 2025Q3: 259,561 shares; 2025Q4: 268,159 shares; 2026Q1: 272,447 shares; 2026Q2: 279,232 shares; 2026Q3: 281,617 shares 281,617 $16.3M 1.54% +2,385 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,283 shares; 2025Q1: 137,094 shares; 2025Q2: 138,765 shares; 2025Q3: 88,649 shares; 2025Q4: 88,342 shares; 2026Q1: 89,612 shares; 2026Q2: 91,546 shares; 2026Q3: 94,010 shares 94,010 $16.1M 1.52% +2,464 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,948 shares; 2025Q1: 69,561 shares; 2025Q2: 83,931 shares; 2025Q3: 89,555 shares; 2025Q4: 94,077 shares; 2026Q1: 100,352 shares; 2026Q2: 104,850 shares; 2026Q3: 101,846 shares 101,846 $16M 1.51% -3,004 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,767 shares; 2025Q1: 42,984 shares; 2025Q2: 43,731 shares; 2025Q3: 43,509 shares; 2025Q4: 41,070 shares; 2026Q1: 38,736 shares; 2026Q2: 20,083 shares; 2026Q3: 19,317 shares 19,317 $15.7M 1.48% -766 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,706 shares; 2025Q1: 51,170 shares; 2025Q2: 50,475 shares; 2025Q3: 49,590 shares; 2025Q4: 49,150 shares; 2026Q1: 48,195 shares; 2026Q2: 47,590 shares; 2026Q3: 46,206 shares 46,206 $15.4M 1.45% -1,384 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,760 shares; 2025Q1: 80,943 shares; 2025Q2: 80,632 shares; 2025Q3: 83,269 shares; 2025Q4: 84,409 shares; 2026Q1: 86,998 shares; 2026Q2: 90,579 shares; 2026Q3: 92,599 shares 92,599 $15.2M 1.44% +2,020 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,804 shares; 2025Q1: 43,445 shares; 2025Q2: 46,222 shares; 2025Q3: 48,534 shares; 2025Q4: 49,710 shares; 2026Q1: 49,005 shares; 2026Q2: 49,256 shares; 2026Q3: 51,258 shares 51,258 $14.6M 1.38% +2,002 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126,310 shares; 2025Q1: 137,864 shares; 2025Q2: 142,544 shares; 2025Q3: 149,727 shares; 2025Q4: 155,762 shares; 2026Q1: 162,588 shares; 2026Q2: 172,615 shares; 2026Q3: 178,240 shares 178,240 $13.9M 1.31% +5,625 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; 2024Q4: 62,149 shares; 2025Q1: 65,898 shares; 2025Q2: 66,623 shares; 2025Q3: 70,370 shares; 2025Q4: 75,132 shares; 2026Q1: 85,202 shares; 2026Q2: 91,467 shares; 2026Q3: 95,589 shares 95,589 $13.9M 1.31% +4,122 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 262,737 shares; 2025Q1: 303,884 shares; 2025Q2: 330,727 shares; 2025Q3: 358,047 shares; 2025Q4: 371,263 shares; 2026Q1: 404,125 shares; 2026Q2: 449,358 shares; 2026Q3: 473,320 shares 473,320 $13.5M 1.28% +23,962 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,410 shares; 2025Q1: 115,412 shares; 2025Q2: 118,192 shares; 2025Q3: 124,806 shares; 2025Q4: 129,336 shares; 2026Q1: 135,603 shares; 2026Q2: 148,273 shares; 2026Q3: 154,429 shares 154,429 $13.3M 1.26% +6,156 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 66,805 shares; 2025Q2: 74,535 shares; 2025Q3: 79,656 shares; 2025Q4: 82,642 shares; 2026Q1: 90,689 shares; 2026Q2: 102,470 shares; 2026Q3: 105,298 shares 105,298 $13.2M 1.25% +2,828 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; 2024Q4: 52,631 shares; 2025Q1: 55,228 shares; 2025Q2: 57,089 shares; 2025Q3: 59,003 shares; 2025Q4: 60,701 shares; 2026Q1: 62,494 shares; 2026Q2: 66,389 shares; 2026Q3: 71,825 shares 71,825 $13.2M 1.25% +5,436 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,715 shares; 2025Q1: 20,544 shares; 2025Q2: 21,160 shares; 2025Q3: 22,764 shares; 2025Q4: 23,593 shares; 2026Q1: 23,927 shares; 2026Q2: 24,963 shares; 2026Q3: 25,724 shares 25,724 $13.1M 1.24% +761 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,581 shares; 2025Q1: 90,070 shares; 2025Q2: 89,648 shares; 2025Q3: 94,598 shares; 2025Q4: 98,028 shares; 2026Q1: 105,319 shares; 2026Q2: 123,081 shares; 2026Q3: 129,788 shares 129,788 $12.8M 1.21% +6,707 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 71,270 shares 71,270 $12.2M 1.15% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,812 shares; 2025Q4: 184,659 shares; 2026Q1: 197,732 shares; 2026Q2: 215,880 shares; 2026Q3: 223,333 shares 223,333 $12.1M 1.15% +7,453 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,110 shares; 2025Q1: 63,865 shares; 2025Q2: 68,168 shares; 2025Q3: 73,345 shares; 2025Q4: 76,929 shares; 2026Q1: 81,316 shares; 2026Q2: 86,661 shares; 2026Q3: 92,828 shares 92,828 $11.8M 1.11% +6,167 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 167,241 shares 167,241 $11.7M 1.1% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,613 shares; 2025Q1: 74,179 shares; 2025Q2: 76,036 shares; 2025Q3: 80,573 shares; 2025Q4: 88,679 shares; 2026Q1: 102,510 shares; 2026Q2: 114,079 shares; 2026Q3: 119,394 shares 119,394 $11.6M 1.1% +5,315 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,564 shares; 2025Q1: 74,829 shares; 2025Q2: 79,526 shares; 2025Q3: 86,830 shares; 2025Q4: 93,509 shares; 2026Q1: 113,421 shares; 2026Q2: 123,872 shares; 2026Q3: 132,889 shares 132,889 $11.4M 1.07% +9,017 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,100 shares; 2025Q1: 109,330 shares; 2025Q2: 111,991 shares; 2025Q3: 118,761 shares; 2025Q4: 124,478 shares; 2026Q1: 132,978 shares; 2026Q2: 150,535 shares; 2026Q3: 166,248 shares 166,248 $10.7M 1.01% +15,713 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,940 shares; 2025Q1: 1,884 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 1,834 shares; 2026Q1: 1,834 shares; 2026Q2: 50,917 shares; 2026Q3: 56,317 shares 56,317 $10.5M 0.99% +5,400 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,078 shares; 2025Q4: 207,648 shares; 2026Q1: 220,267 shares; 2026Q2: 240,449 shares; 2026Q3: 264,812 shares 264,812 $9.9M 0.94% +24,363 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,854 shares; 2025Q2: 21,420 shares; 2025Q3: 21,829 shares; 2025Q4: 21,829 shares; 2026Q1: 21,829 shares; 2026Q2: 21,872 shares; 2026Q3: 22,874 shares 22,874 $8.56M 0.81% +1,002 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 32,427 shares; 2025Q2: 67,916 shares; 2025Q3: not reported; 2025Q4: 70,374 shares; 2026Q1: 70,374 shares; 2026Q2: 70,114 shares; 2026Q3: 70,214 shares 70,214 $4.21M 0.4% +100 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; 2024Q4: 100,408 shares; 2025Q1: 103,625 shares; 2025Q2: 105,167 shares; 2025Q3: 29,885 shares; 2025Q4: 28,500 shares; 2026Q1: 26,323 shares; 2026Q2: 24,226 shares; 2026Q3: 23,387 shares 23,387 $3.63M 0.34% -839 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,185 shares; 2025Q2: 6,635 shares; 2025Q3: 1,058 shares; 2025Q4: 6,629 shares; 2026Q1: 6,629 shares; 2026Q2: 6,957 shares; 2026Q3: 6,967 shares 6,967 $2.65M 0.25% +10 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; 2024Q4: 1,768 shares; 2025Q1: 4,021 shares; 2025Q2: 5,246 shares; 2025Q3: 8,288 shares; 2025Q4: 7,606 shares; 2026Q1: 8,218 shares; 2026Q2: 8,449 shares; 2026Q3: 9,903 shares 9,903 $2.14M 0.2% +1,454 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,655 shares; 2025Q1: 5,090 shares; 2025Q2: 5,609 shares; 2025Q3: 10,601 shares; 2025Q4: 10,825 shares; 2026Q1: 11,197 shares; 2026Q2: 8,870 shares; 2026Q3: 8,953 shares 8,953 $2.04M 0.19% +83 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,002 shares; 2025Q1: 19,163 shares; 2025Q2: 20,476 shares; 2025Q3: 20,476 shares; 2025Q4: 20,524 shares; 2026Q1: 20,524 shares; 2026Q2: 20,284 shares; 2026Q3: 18,860 shares 18,860 $1.96M 0.19% -1,424 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; 2024Q4: 2,187 shares; 2025Q1: 2,187 shares; 2025Q2: 1,966 shares; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares; 2026Q1: 1,924 shares; 2026Q2: 15,392 shares; 2026Q3: 15,419 shares 15,419 $1.94M 0.18% +27 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,798 shares; 2025Q1: 3,798 shares; 2025Q2: 3,721 shares; 2025Q3: 4,129 shares; 2025Q4: 3,943 shares; 2026Q1: 3,536 shares; 2026Q2: 3,636 shares; 2026Q3: 3,657 shares 3,657 $1.82M 0.17% +21 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $1.49M 0.14% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,197 shares; 2025Q1: 16,265 shares; 2025Q2: 16,282 shares; 2025Q3: 17,929 shares; 2025Q4: 15,525 shares; 2026Q1: 12,602 shares; 2026Q2: 25,204 shares; 2026Q3: 25,204 shares 25,204 $1.36M 0.13% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,600 shares; 2025Q1: 3,701 shares; 2025Q2: 3,629 shares; 2025Q3: 3,629 shares; 2025Q4: 3,712 shares; 2026Q1: 3,721 shares; 2026Q2: 3,721 shares; 2026Q3: 3,448 shares 3,448 $1.19M 0.11% -273 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; 2024Q4: 1,697 shares; 2025Q1: 1,532 shares; 2025Q2: 1,577 shares; 2025Q3: 1,327 shares; 2025Q4: 1,398 shares; 2026Q1: 1,398 shares; 2026Q2: 1,398 shares; 2026Q3: 1,291 shares 1,291 $1.18M 0.11% -107 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; 2024Q4: 5,404 shares; 2025Q1: 5,128 shares; 2025Q2: 4,876 shares; 2025Q3: 5,155 shares; 2025Q4: 5,145 shares; 2026Q1: 5,099 shares; 2026Q2: 5,007 shares; 2026Q3: 4,957 shares 4,957 $1.09M 0.1% -50 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; 2024Q4: 934 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 1,686 shares; 2025Q4: 1,268 shares; 2026Q1: 1,273 shares; 2026Q2: 1,247 shares; 2026Q3: 1,314 shares 1,314 $1M 0.09% +67 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 2,883 shares; 2025Q4: 2,938 shares; 2026Q1: 2,938 shares; 2026Q2: 2,539 shares; 2026Q3: 2,691 shares 2,691 $945K 0.09% +152 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; 2024Q4: 10,194 shares; 2025Q1: 7,069 shares; 2025Q2: 6,906 shares; 2025Q3: 6,646 shares; 2025Q4: 6,487 shares; 2026Q1: 6,387 shares; 2026Q2: 6,342 shares; 2026Q3: 6,342 shares 6,342 $922K 0.09% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: 1,443 shares; 2026Q1: 1,443 shares; 2026Q2: 1,443 shares; 2026Q3: 1,443 shares 1,443 $883K 0.08% 0 Timeline SPLV 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; 2024Q4: 12,200 shares; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 12,200 shares; 2026Q1: 12,200 shares; 2026Q2: 12,200 shares; 2026Q3: 12,200 shares 12,200 $860K 0.08% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,403 shares; 2025Q1: 2,434 shares; 2025Q2: 2,527 shares; 2025Q3: 3,267 shares; 2025Q4: 3,141 shares; 2026Q1: 3,248 shares; 2026Q2: 3,223 shares; 2026Q3: 3,341 shares 3,341 $832K 0.08% +118 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,331 shares; 2025Q1: 14,831 shares; 2025Q2: 14,831 shares; 2025Q3: 19,101 shares; 2025Q4: 18,527 shares; 2026Q1: 18,527 shares; 2026Q2: 18,577 shares; 2026Q3: 18,527 shares 18,527 $800K 0.08% -50 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,549 shares; 2025Q1: 5,549 shares; 2025Q2: 5,549 shares; 2025Q3: 5,757 shares; 2025Q4: 5,607 shares; 2026Q1: 5,607 shares; 2026Q2: 5,656 shares; 2026Q3: 6,419 shares 6,419 $754K 0.07% +763 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,191 shares; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 2,265 shares; 2025Q4: 2,424 shares; 2026Q1: 2,424 shares; 2026Q2: 2,430 shares; 2026Q3: 2,150 shares 2,150 $733K 0.07% -280 Timeline EBMT EAGLE BANCORP MONT INC More: the full row for EAGLE BANCORP MONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,769 shares; 2025Q1: not reported; 2025Q2: 31,769 shares; 2025Q3: not reported; 2025Q4: 31,769 shares; 2026Q1: 29,669 shares; 2026Q2: 29,669 shares; 2026Q3: 32,502 shares 32,502 $684K 0.06% +2,833 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,992 shares; 2025Q1: 6,992 shares; 2025Q2: 6,992 shares; 2025Q3: 6,992 shares; 2025Q4: 7,117 shares; 2026Q1: 7,117 shares; 2026Q2: 7,117 shares; 2026Q3: 7,117 shares 7,117 $669K 0.06% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,752 shares; 2025Q1: 7,752 shares; 2025Q2: 7,752 shares; 2025Q3: 7,752 shares; 2025Q4: 7,752 shares; 2026Q1: 7,752 shares; 2026Q2: 7,752 shares; 2026Q3: 7,752 shares 7,752 $644K 0.06% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,302 shares; 2026Q3: 3,869 shares 3,869 $584K 0.06% +2,567 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 2,292 shares; 2025Q4: 2,292 shares; 2026Q1: 2,292 shares; 2026Q2: 2,292 shares; 2026Q3: 2,192 shares 2,192 $573K 0.05% -100 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; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,893 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares; 2026Q1: 1,971 shares; 2026Q2: 1,971 shares; 2026Q3: 1,971 shares 1,971 $561K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 153,415 shares; 2026Q3: 7,112 shares 7,112 $549K 0.05% -146,303 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,480 shares; 2025Q1: 12,699 shares; 2025Q2: 12,722 shares; 2025Q3: 17,048 shares; 2025Q4: 15,600 shares; 2026Q1: 14,078 shares; 2026Q2: 14,158 shares; 2026Q3: 14,078 shares 14,078 $503K 0.05% -80 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 535 shares; 2025Q3: 1,107 shares; 2025Q4: 1,110 shares; 2026Q1: 1,149 shares; 2026Q2: 677 shares; 2026Q3: 677 shares 677 $491K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,428 shares; 2025Q4: 4,428 shares; 2026Q1: 4,428 shares; 2026Q2: 4,508 shares; 2026Q3: 4,508 shares 4,508 $485K 0.05% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,567 shares; 2025Q1: 3,552 shares; 2025Q2: 3,652 shares; 2025Q3: 3,689 shares; 2025Q4: 3,706 shares; 2026Q1: 3,714 shares; 2026Q2: 3,732 shares; 2026Q3: 3,732 shares 3,732 $483K 0.05% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,204 shares; 2025Q1: 22,069 shares; 2025Q2: 22,069 shares; 2025Q3: 22,904 shares; 2025Q4: 22,304 shares; 2026Q1: 22,304 shares; 2026Q2: 22,501 shares; 2026Q3: 25,554 shares 25,554 $474K 0.04% +3,053 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 734 shares; 2026Q2: 4,436 shares; 2026Q3: 4,861 shares 4,861 $450K 0.04% +425 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; 2024Q4: 12,153 shares; 2025Q1: 12,182 shares; 2025Q2: 12,182 shares; 2025Q3: 12,451 shares; 2025Q4: 12,451 shares; 2026Q1: 12,451 shares; 2026Q2: 12,439 shares; 2026Q3: 12,439 shares 12,439 $414K 0.04% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: 479 shares; 2026Q1: 479 shares; 2026Q2: 479 shares; 2026Q3: 479 shares 479 $409K 0.04% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,827 shares; 2025Q4: 1,827 shares; 2026Q1: 1,827 shares; 2026Q2: 1,827 shares; 2026Q3: 1,827 shares 1,827 $405K 0.04% 0 Timeline VUSB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,003 shares 8,003 $397K 0.04% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,806 shares; 2026Q3: 3,549 shares 3,549 $388K 0.04% -1,257 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 663 shares; 2025Q1: 627 shares; 2025Q2: 563 shares; 2025Q3: 502 shares; 2025Q4: 482 shares; 2026Q1: 428 shares; 2026Q2: 446 shares; 2026Q3: 504 shares 504 $386K 0.04% +58 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; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 267 shares; 2025Q3: 326 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 311 shares; 2026Q3: 312 shares 312 $360K 0.03% +1 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: 472 shares; 2026Q1: 472 shares; 2026Q2: 396 shares; 2026Q3: 452 shares 452 $334K 0.03% +56 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,146 shares; 2025Q2: 2,737 shares; 2025Q3: 2,737 shares; 2025Q4: 2,737 shares; 2026Q1: 2,737 shares; 2026Q2: 2,737 shares; 2026Q3: 2,577 shares 2,577 $323K 0.03% -160 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 644 shares; 2026Q3: 807 shares 807 $286K 0.03% +163 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,549 shares; 2025Q1: 4,516 shares; 2025Q2: 4,516 shares; 2025Q3: 4,722 shares; 2025Q4: 4,572 shares; 2026Q1: 4,572 shares; 2026Q2: 4,621 shares; 2026Q3: 5,384 shares 5,384 $271K 0.03% +763 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares; 2026Q3: 820 shares 820 $264K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,277 shares; 2025Q1: 1,277 shares; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares; 2026Q2: 1,116 shares; 2026Q3: 1,122 shares 1,122 $259K 0.02% +6 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,789 shares; 2025Q4: 2,639 shares; 2026Q1: 2,639 shares; 2026Q2: 2,639 shares; 2026Q3: 2,639 shares 2,639 $258K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 908 shares; 2026Q3: 901 shares 901 $250K 0.02% -7 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 778 shares; 2026Q2: 778 shares; 2026Q3: 778 shares 778 $249K 0.02% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,582 shares; 2025Q4: 3,582 shares; 2026Q1: 1,863 shares; 2026Q2: 1,863 shares; 2026Q3: 1,863 shares 1,863 $242K 0.02% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,076 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares; 2026Q3: 1,750 shares 1,750 $240K 0.02% -300 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,967 shares; 2026Q1: 1,967 shares; 2026Q2: 1,967 shares; 2026Q3: 3,934 shares 3,934 $238K 0.02% +1,967 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491 shares; 2026Q3: 553 shares 553 $238K 0.02% +62 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,544 shares; 2026Q2: 1,544 shares; 2026Q3: 1,544 shares 1,544 $237K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,350 shares; 2025Q1: 2,269 shares; 2025Q2: 2,269 shares; 2025Q3: 2,309 shares; 2025Q4: 2,309 shares; 2026Q1: 2,309 shares; 2026Q2: 2,449 shares; 2026Q3: 2,494 shares 2,494 $236K 0.02% +45 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: not reported; 2026Q2: 612 shares; 2026Q3: 641 shares 641 $235K 0.02% +29 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,442 shares; 2026Q1: 4,107 shares; 2026Q2: 4,107 shares; 2026Q3: 4,107 shares 4,107 $224K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,654 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 852 shares 852 $218K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,807 shares 1,807 $217K 0.02% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,480 shares; 2026Q3: 1,480 shares 1,480 $214K 0.02% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,281 shares; 2026Q1: 3,281 shares; 2026Q2: 3,281 shares; 2026Q3: 3,281 shares 3,281 $212K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,752 shares; 2026Q3: 3,752 shares 3,752 $210K 0.02% 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; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 800 shares 800 $206K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,330 shares; 2025Q2: 12,330 shares; 2025Q3: 12,330 shares; 2025Q4: 12,330 shares; 2026Q1: 12,330 shares; 2026Q2: 12,435 shares; 2026Q3: 12,438 shares 12,438 $150K 0.01% +3 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,959 shares; 2025Q1: 20,959 shares; 2025Q2: 20,959 shares; 2025Q3: 15,959 shares; 2025Q4: 15,959 shares; 2026Q1: 15,959 shares; 2026Q2: 15,959 shares; 2026Q3: 15,959 shares 15,959 $19.6K <0.01% 0 Timeline