JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761,412 shares; 2024Q4: 749,979 shares; 2025Q1: 743,461 shares; 2025Q2: 765,271 shares; 2025Q3: 801,865 shares; 2025Q4: 810,487 shares; 2026Q1: 814,189 shares; 2026Q2: 797,365 shares 797,365 $40.3M 6.14% -16,824 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,331 shares; 2025Q2: 285,864 shares; 2025Q3: 447,448 shares; 2025Q4: 480,524 shares; 2026Q1: 491,571 shares; 2026Q2: 479,829 shares 479,829 $23.9M 3.64% -11,742 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: 53,513 shares; 2024Q4: 53,333 shares; 2025Q1: 54,387 shares; 2025Q2: 53,555 shares; 2025Q3: 53,012 shares; 2025Q4: 52,126 shares; 2026Q1: 51,752 shares; 2026Q2: 51,133 shares 51,133 $19.1M 2.9% -619 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: 76,190 shares; 2024Q4: 74,796 shares; 2025Q1: 74,944 shares; 2025Q2: 73,907 shares; 2025Q3: 72,503 shares; 2025Q4: 69,034 shares; 2026Q1: 66,323 shares; 2026Q2: 63,805 shares 63,805 $18.5M 2.81% -2,518 Timeline GSST 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: 158,184 shares; 2024Q4: 150,917 shares; 2025Q1: 168,724 shares; 2025Q2: 231,822 shares; 2025Q3: 262,792 shares; 2025Q4: 284,531 shares; 2026Q1: 291,099 shares; 2026Q2: 322,583 shares 322,583 $16.3M 2.48% +31,484 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: 174,421 shares; 2024Q4: 188,155 shares; 2025Q1: 203,327 shares; 2025Q2: 239,208 shares; 2025Q3: 255,939 shares; 2025Q4: 262,329 shares; 2026Q1: 280,867 shares; 2026Q2: 287,876 shares 287,876 $15.2M 2.31% +7,009 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: 172,280 shares; 2024Q4: 170,274 shares; 2025Q1: 163,810 shares; 2025Q2: 160,690 shares; 2025Q3: 159,582 shares; 2025Q4: 143,585 shares; 2026Q1: 132,457 shares; 2026Q2: 120,761 shares 120,761 $14.2M 2.16% -11,696 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,687 shares; 2024Q4: 121,044 shares; 2025Q1: 148,919 shares; 2025Q2: 133,484 shares; 2025Q3: 149,902 shares; 2025Q4: 148,925 shares; 2026Q1: 148,915 shares; 2026Q2: 123,122 shares 123,122 $12.7M 1.94% -25,793 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: 55,011 shares; 2024Q4: 54,660 shares; 2025Q1: 49,695 shares; 2025Q2: 49,477 shares; 2025Q3: 49,222 shares; 2025Q4: 48,873 shares; 2026Q1: 49,089 shares; 2026Q2: 47,949 shares 47,949 $12.1M 1.84% -1,140 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: 75,259 shares; 2024Q4: 75,348 shares; 2025Q1: 75,536 shares; 2025Q2: 76,457 shares; 2025Q3: 76,683 shares; 2025Q4: 76,776 shares; 2026Q1: 74,013 shares; 2026Q2: 72,127 shares 72,127 $12M 1.82% -1,886 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: 51,572 shares; 2024Q4: 51,108 shares; 2025Q1: 51,111 shares; 2025Q2: 50,482 shares; 2025Q3: 50,254 shares; 2025Q4: 49,591 shares; 2026Q1: 47,377 shares; 2026Q2: 46,163 shares 46,163 $11.7M 1.78% -1,214 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,906 shares; 2024Q4: 59,254 shares; 2025Q1: 50,304 shares; 2025Q2: 50,256 shares; 2025Q3: 43,713 shares; 2025Q4: 43,085 shares; 2026Q1: 41,226 shares; 2026Q2: 40,086 shares 40,086 $10.2M 1.56% -1,140 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: 39,017 shares; 2024Q4: 38,687 shares; 2025Q1: 36,990 shares; 2025Q2: 35,229 shares; 2025Q3: 32,917 shares; 2025Q4: 31,587 shares; 2026Q1: 31,209 shares; 2026Q2: 30,491 shares 30,491 $9.98M 1.52% -718 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: 43,233 shares; 2024Q4: 42,835 shares; 2025Q1: 43,987 shares; 2025Q2: 45,610 shares; 2025Q3: 48,060 shares; 2025Q4: 48,746 shares; 2026Q1: 50,114 shares; 2026Q2: 50,254 shares 50,254 $9.93M 1.51% +140 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: 45,513 shares; 2024Q4: 44,544 shares; 2025Q1: 39,825 shares; 2025Q2: 37,275 shares; 2025Q3: 37,045 shares; 2025Q4: 35,478 shares; 2026Q1: 34,227 shares; 2026Q2: 33,209 shares 33,209 $9.34M 1.42% -1,018 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,159 shares; 2024Q4: 51,477 shares; 2025Q1: 47,551 shares; 2025Q2: 47,174 shares; 2025Q3: 46,816 shares; 2025Q4: 46,364 shares; 2026Q1: 46,429 shares; 2026Q2: 46,008 shares 46,008 $9.23M 1.4% -421 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: 104,771 shares; 2024Q4: 103,044 shares; 2025Q1: 90,498 shares; 2025Q2: 85,190 shares; 2025Q3: 71,885 shares; 2025Q4: 58,250 shares; 2026Q1: 45,950 shares; 2026Q2: 36,104 shares 36,104 $9.22M 1.4% -9,846 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,690 shares; 2024Q4: 241,474 shares; 2025Q1: 234,993 shares; 2025Q2: 230,131 shares; 2025Q3: 233,349 shares; 2025Q4: 233,695 shares; 2026Q1: 214,038 shares; 2026Q2: 216,529 shares 216,529 $9.17M 1.4% +2,491 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,400 shares; 2024Q4: 43,814 shares; 2025Q1: 42,379 shares; 2025Q2: 41,835 shares; 2025Q3: 40,057 shares; 2025Q4: 39,899 shares; 2026Q1: 39,834 shares; 2026Q2: 37,982 shares 37,982 $8.49M 1.29% -1,852 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,407 shares; 2024Q4: 170,352 shares; 2025Q1: 161,032 shares; 2025Q2: 161,228 shares; 2025Q3: 155,614 shares; 2025Q4: 153,634 shares; 2026Q1: 152,493 shares; 2026Q2: 151,216 shares 151,216 $7.53M 1.15% -1,277 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: 37,800 shares; 2024Q4: 36,003 shares; 2025Q1: 24,933 shares; 2025Q2: 24,813 shares; 2025Q3: 23,664 shares; 2025Q4: 23,099 shares; 2026Q1: 20,835 shares; 2026Q2: 19,740 shares 19,740 $7.46M 1.13% -1,095 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,148 shares; 2024Q4: 34,881 shares; 2025Q1: 58,794 shares; 2025Q2: 85,681 shares; 2025Q3: 131,387 shares; 2025Q4: 163,173 shares; 2026Q1: 230,778 shares; 2026Q2: 237,926 shares 237,926 $7.3M 1.11% +7,148 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS 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: 7,315 shares; 2026Q1: 10,895 shares; 2026Q2: 61,453 shares 61,453 $6.97M 1.06% +50,558 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: 19,789 shares; 2024Q4: 19,872 shares; 2025Q1: 20,302 shares; 2025Q2: 20,526 shares; 2025Q3: 20,364 shares; 2025Q4: 19,966 shares; 2026Q1: 19,845 shares; 2026Q2: 19,264 shares 19,264 $6.88M 1.05% -581 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: 22,191 shares; 2024Q4: 22,473 shares; 2025Q1: 24,360 shares; 2025Q2: 25,251 shares; 2025Q3: 26,681 shares; 2025Q4: 27,166 shares; 2026Q1: 28,038 shares; 2026Q2: 28,306 shares 28,306 $6.88M 1.05% +268 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,340 shares; 2024Q4: 3,357 shares; 2025Q1: 3,577 shares; 2025Q2: 3,358 shares; 2025Q3: 3,375 shares; 2025Q4: 3,344 shares; 2026Q1: 3,445 shares; 2026Q2: 3,502 shares 3,502 $6.84M 1.04% +57 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: 112,442 shares; 2024Q4: 223,428 shares; 2025Q1: 226,984 shares; 2025Q2: 231,213 shares; 2025Q3: 240,972 shares; 2025Q4: 241,390 shares; 2026Q1: 244,188 shares; 2026Q2: 243,114 shares 243,114 $6.73M 1.02% -1,074 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,813 shares; 2024Q4: 27,816 shares; 2025Q1: 27,315 shares; 2025Q2: 44,841 shares; 2025Q3: 53,213 shares; 2025Q4: 57,502 shares; 2026Q1: 113,552 shares; 2026Q2: 121,009 shares 121,009 $6.64M 1.01% +7,457 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,131 shares; 2024Q4: 169,557 shares; 2025Q1: 188,524 shares; 2025Q2: 206,089 shares; 2025Q3: 212,045 shares; 2025Q4: 172,398 shares; 2026Q1: 239,710 shares; 2026Q2: 251,792 shares 251,792 $6.36M 0.97% +12,082 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; 2024Q3: 68,350 shares; 2024Q4: 197,499 shares; 2025Q1: 194,457 shares; 2025Q2: 197,805 shares; 2025Q3: 193,259 shares; 2025Q4: 195,264 shares; 2026Q1: 186,693 shares; 2026Q2: 184,517 shares 184,517 $5.85M 0.89% -2,176 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: 68,196 shares; 2024Q4: 208,560 shares; 2025Q1: 204,895 shares; 2025Q2: 205,400 shares; 2025Q3: 228,805 shares; 2025Q4: 226,010 shares; 2026Q1: 229,367 shares; 2026Q2: 217,362 shares 217,362 $5.76M 0.88% -12,005 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: 16,708 shares; 2024Q4: 16,380 shares; 2025Q1: 16,595 shares; 2025Q2: 16,595 shares; 2025Q3: 16,605 shares; 2025Q4: 16,548 shares; 2026Q1: 16,365 shares; 2026Q2: 15,891 shares 15,891 $5.61M 0.85% -474 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,274 shares; 2024Q4: 32,938 shares; 2025Q1: 33,495 shares; 2025Q2: 39,048 shares; 2025Q3: 39,315 shares; 2025Q4: 39,129 shares; 2026Q1: 33,820 shares; 2026Q2: 33,114 shares 33,114 $5.6M 0.85% -706 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,893 shares; 2024Q4: 132,565 shares; 2025Q1: 124,712 shares; 2025Q2: 118,694 shares; 2025Q3: 106,200 shares; 2025Q4: 106,265 shares; 2026Q1: 106,959 shares; 2026Q2: 102,889 shares 102,889 $5.58M 0.85% -4,070 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 192,493 shares; 2025Q4: 178,859 shares; 2026Q1: 258,933 shares; 2026Q2: 259,079 shares 259,079 $5.54M 0.84% +146 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,424 shares; 2024Q4: 3,548 shares; 2025Q1: 4,205 shares; 2025Q2: 4,414 shares; 2025Q3: 4,533 shares; 2025Q4: 96,372 shares; 2026Q1: 167,155 shares; 2026Q2: 158,592 shares 158,592 $5.52M 0.84% -8,563 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; 2024Q3: 91,756 shares; 2024Q4: 90,324 shares; 2025Q1: 86,689 shares; 2025Q2: 86,552 shares; 2025Q3: 87,151 shares; 2025Q4: 87,902 shares; 2026Q1: 88,207 shares; 2026Q2: 87,742 shares 87,742 $5.44M 0.83% -465 Timeline FNDE 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: 107,473 shares; 2024Q4: 114,525 shares; 2025Q1: 118,712 shares; 2025Q2: 121,736 shares; 2025Q3: 128,467 shares; 2025Q4: 129,208 shares; 2026Q1: 132,683 shares; 2026Q2: 132,933 shares 132,933 $5.27M 0.8% +250 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,284 shares; 2024Q4: 137,487 shares; 2025Q1: 179,570 shares; 2025Q2: 189,737 shares; 2025Q3: 206,264 shares; 2025Q4: 204,109 shares; 2026Q1: 212,638 shares; 2026Q2: 218,573 shares 218,573 $5.26M 0.8% +5,935 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,544 shares; 2024Q4: 19,321 shares; 2025Q1: 16,873 shares; 2025Q2: 16,207 shares; 2025Q3: 16,111 shares; 2025Q4: 15,861 shares; 2026Q1: 13,359 shares; 2026Q2: 12,223 shares 12,223 $5.21M 0.79% -1,136 Timeline AVDV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,232 shares; 2025Q4: 21,367 shares; 2026Q1: 48,699 shares; 2026Q2: 50,334 shares 50,334 $5.19M 0.79% +1,635 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,751 shares; 2024Q4: 220,643 shares; 2025Q1: 215,103 shares; 2025Q2: 210,918 shares; 2025Q3: 195,768 shares; 2025Q4: 191,386 shares; 2026Q1: 182,953 shares; 2026Q2: 178,179 shares 178,179 $5.16M 0.79% -4,774 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: 46,771 shares; 2024Q4: 139,699 shares; 2025Q1: 143,981 shares; 2025Q2: 144,463 shares; 2025Q3: 141,841 shares; 2025Q4: 142,340 shares; 2026Q1: 141,108 shares; 2026Q2: 139,747 shares 139,747 $5.15M 0.78% -1,361 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,967 shares; 2024Q4: 116,698 shares; 2025Q1: 110,730 shares; 2025Q2: 109,854 shares; 2025Q3: 95,094 shares; 2025Q4: 92,962 shares; 2026Q1: 92,390 shares; 2026Q2: 90,469 shares 90,469 $5M 0.76% -1,921 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,946 shares; 2024Q4: 29,592 shares; 2025Q1: 24,303 shares; 2025Q2: 26,318 shares; 2025Q3: 28,617 shares; 2025Q4: 42,174 shares; 2026Q1: 136,103 shares; 2026Q2: 114,936 shares 114,936 $4.96M 0.76% -21,167 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,844 shares; 2024Q4: 5,822 shares; 2025Q1: 5,735 shares; 2025Q2: 5,812 shares; 2025Q3: 7,877 shares; 2025Q4: 8,486 shares; 2026Q1: 18,785 shares; 2026Q2: 37,715 shares 37,715 $4.69M 0.71% +18,930 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,883 shares; 2024Q4: 78,921 shares; 2025Q1: 83,222 shares; 2025Q2: 82,265 shares; 2025Q3: 82,786 shares; 2025Q4: 80,479 shares; 2026Q1: 81,046 shares; 2026Q2: 81,092 shares 81,092 $4.69M 0.71% +46 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: 9,157 shares; 2024Q4: 9,150 shares; 2025Q1: 9,666 shares; 2025Q2: 9,600 shares; 2025Q3: 9,551 shares; 2025Q4: 9,474 shares; 2026Q1: 9,441 shares; 2026Q2: 9,298 shares 9,298 $4.65M 0.71% -143 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,655 shares; 2024Q4: 16,375 shares; 2025Q1: 15,655 shares; 2025Q2: 15,303 shares; 2025Q3: 15,311 shares; 2025Q4: 15,186 shares; 2026Q1: 14,955 shares; 2026Q2: 14,692 shares 14,692 $4.62M 0.7% -263 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 115,215 shares; 2025Q4: 119,040 shares; 2026Q1: 101,218 shares; 2026Q2: 98,127 shares 98,127 $4.56M 0.69% -3,091 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,938 shares; 2024Q4: 39,851 shares; 2025Q1: 38,807 shares; 2025Q2: 38,155 shares; 2025Q3: 38,144 shares; 2025Q4: 33,965 shares; 2026Q1: 33,102 shares; 2026Q2: 32,774 shares 32,774 $4.48M 0.68% -328 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,594 shares; 2024Q4: 70,749 shares; 2025Q1: 82,002 shares; 2025Q2: 84,116 shares; 2025Q3: 87,016 shares; 2025Q4: 63,287 shares; 2026Q1: 100,753 shares; 2026Q2: 109,961 shares 109,961 $4.28M 0.65% +9,208 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,031 shares; 2024Q4: 59,120 shares; 2025Q1: 57,380 shares; 2025Q2: 53,914 shares; 2025Q3: 47,840 shares; 2025Q4: 42,892 shares; 2026Q1: 33,222 shares; 2026Q2: 29,212 shares 29,212 $4.27M 0.65% -4,010 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,582 shares; 2024Q4: 21,277 shares; 2025Q1: 20,823 shares; 2025Q2: 20,793 shares; 2025Q3: 20,793 shares; 2025Q4: 20,558 shares; 2026Q1: 19,713 shares; 2026Q2: 19,448 shares 19,448 $4.21M 0.64% -265 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,218 shares; 2026Q1: 37,396 shares; 2026Q2: 37,667 shares 37,667 $4.13M 0.63% +271 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,355 shares; 2024Q4: 54,979 shares; 2025Q1: 51,678 shares; 2025Q2: 54,783 shares; 2025Q3: 62,210 shares; 2025Q4: 44,172 shares; 2026Q1: 73,763 shares; 2026Q2: 78,133 shares 78,133 $4.13M 0.63% +4,370 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: 31,190 shares; 2024Q4: 31,191 shares; 2025Q1: 33,083 shares; 2025Q2: 32,937 shares; 2025Q3: 32,857 shares; 2025Q4: 32,657 shares; 2026Q1: 32,743 shares; 2026Q2: 30,580 shares 30,580 $3.93M 0.6% -2,163 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: 51,147 shares; 2024Q4: 102,710 shares; 2025Q1: 103,310 shares; 2025Q2: 104,383 shares; 2025Q3: 103,113 shares; 2025Q4: 103,340 shares; 2026Q1: 103,136 shares; 2026Q2: 103,191 shares 103,191 $3.73M 0.57% +55 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; 2024Q3: 15,517 shares; 2024Q4: 52,952 shares; 2025Q1: 52,833 shares; 2025Q2: 52,763 shares; 2025Q3: 51,838 shares; 2025Q4: 51,420 shares; 2026Q1: 51,380 shares; 2026Q2: 51,334 shares 51,334 $3.67M 0.56% -46 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: 56,671 shares; 2024Q4: 56,557 shares; 2025Q1: 39,895 shares; 2025Q2: 40,696 shares; 2025Q3: 42,787 shares; 2025Q4: 42,733 shares; 2026Q1: 43,716 shares; 2026Q2: 42,793 shares 42,793 $3.54M 0.54% -923 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,546 shares 85,546 $3.53M 0.54% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,958 shares; 2024Q4: 9,930 shares; 2025Q1: 10,126 shares; 2025Q2: 10,080 shares; 2025Q3: 10,070 shares; 2025Q4: 9,892 shares; 2026Q1: 9,894 shares; 2026Q2: 9,705 shares 9,705 $3.33M 0.51% -189 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,504 shares; 2024Q4: 16,231 shares; 2025Q1: 15,922 shares; 2025Q2: 15,637 shares; 2025Q3: 15,487 shares; 2025Q4: 15,472 shares; 2026Q1: 15,434 shares; 2026Q2: 15,352 shares 15,352 $3.27M 0.5% -82 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: 14,207 shares; 2024Q4: 14,187 shares; 2025Q1: 14,406 shares; 2025Q2: 14,406 shares; 2025Q3: 13,981 shares; 2025Q4: 13,786 shares; 2026Q1: 13,887 shares; 2026Q2: 13,472 shares 13,472 $3.21M 0.49% -415 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,809 shares; 2024Q4: 60,715 shares; 2025Q1: 56,445 shares; 2025Q2: 54,192 shares; 2025Q3: 54,156 shares; 2025Q4: 44,250 shares; 2026Q1: 41,936 shares; 2026Q2: 41,130 shares 41,130 $3.14M 0.48% -806 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; 2024Q3: 55,708 shares; 2024Q4: 54,755 shares; 2025Q1: 46,207 shares; 2025Q2: 44,702 shares; 2025Q3: 38,249 shares; 2025Q4: 33,444 shares; 2026Q1: 32,762 shares; 2026Q2: 21,490 shares 21,490 $3.11M 0.47% -11,272 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: 13,341 shares; 2024Q4: 13,262 shares; 2025Q1: 12,927 shares; 2025Q2: 12,437 shares; 2025Q3: 12,482 shares; 2025Q4: 12,371 shares; 2026Q1: 12,050 shares; 2026Q2: 11,240 shares 11,240 $3.04M 0.46% -810 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: 6,161 shares; 2024Q4: 6,144 shares; 2025Q1: 6,133 shares; 2025Q2: 6,118 shares; 2025Q3: 6,093 shares; 2025Q4: 5,996 shares; 2026Q1: 6,002 shares; 2026Q2: 5,893 shares 5,893 $3.03M 0.46% -109 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 288,550 shares; 2025Q2: 285,761 shares; 2025Q3: 309,688 shares; 2025Q4: 142,619 shares; 2026Q1: 154,103 shares; 2026Q2: 157,892 shares 157,892 $3.02M 0.46% +3,789 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451,828 shares; 2024Q4: 444,390 shares; 2025Q1: 302,954 shares; 2025Q2: 274,179 shares; 2025Q3: 186,273 shares; 2025Q4: 185,885 shares; 2026Q1: 152,124 shares; 2026Q2: 145,701 shares 145,701 $3.02M 0.46% -6,423 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,089 shares; 2024Q4: 9,737 shares; 2025Q1: 9,108 shares; 2025Q2: 9,008 shares; 2025Q3: 8,388 shares; 2025Q4: 8,347 shares; 2026Q1: 8,243 shares; 2026Q2: 8,083 shares 8,083 $2.99M 0.46% -160 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: 4,961 shares; 2024Q4: 4,961 shares; 2025Q1: 4,977 shares; 2025Q2: 4,977 shares; 2025Q3: 4,977 shares; 2025Q4: 5,040 shares; 2026Q1: 5,145 shares; 2026Q2: 5,099 shares 5,099 $2.96M 0.45% -46 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 5,629 shares; 2025Q4: 40,291 shares; 2026Q1: 39,391 shares; 2026Q2: 39,391 shares 39,391 $2.9M 0.44% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,312 shares; 2024Q4: 48,846 shares; 2025Q1: 39,186 shares; 2025Q2: 39,846 shares; 2025Q3: 41,470 shares; 2025Q4: 41,865 shares; 2026Q1: 42,990 shares; 2026Q2: 43,252 shares 43,252 $2.8M 0.43% +262 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: 40,377 shares; 2024Q4: 37,982 shares; 2025Q1: 35,667 shares; 2025Q2: 35,826 shares; 2025Q3: 35,924 shares; 2025Q4: 35,832 shares; 2026Q1: 35,413 shares; 2026Q2: 35,461 shares 35,461 $2.76M 0.42% +48 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 97,505 shares; 2025Q1: 91,306 shares; 2025Q2: 86,838 shares; 2025Q3: 86,009 shares; 2025Q4: 49,064 shares; 2026Q1: 41,828 shares; 2026Q2: 59,544 shares 59,544 $2.75M 0.42% +17,716 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: 21,930 shares; 2024Q4: 23,290 shares; 2025Q1: 23,018 shares; 2025Q2: 21,676 shares; 2025Q3: 21,215 shares; 2025Q4: 21,138 shares; 2026Q1: 20,568 shares; 2026Q2: 19,663 shares 19,663 $2.69M 0.41% -905 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,421 shares; 2024Q4: 14,417 shares; 2025Q1: 14,646 shares; 2025Q2: 14,646 shares; 2025Q3: 14,446 shares; 2025Q4: 14,313 shares; 2026Q1: 14,303 shares; 2026Q2: 14,074 shares 14,074 $2.68M 0.41% -229 Timeline FNDA 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: 26,386 shares; 2024Q4: 55,903 shares; 2025Q1: 58,810 shares; 2025Q2: 60,031 shares; 2025Q3: 64,706 shares; 2025Q4: 66,415 shares; 2026Q1: 69,480 shares; 2026Q2: 69,670 shares 69,670 $2.65M 0.4% +190 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: 14,315 shares; 2024Q4: 14,315 shares; 2025Q1: 14,515 shares; 2025Q2: 14,446 shares; 2025Q3: 14,070 shares; 2025Q4: 13,824 shares; 2026Q1: 13,596 shares; 2026Q2: 13,653 shares 13,653 $2.59M 0.39% +57 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,874 shares; 2024Q4: 147,853 shares; 2025Q1: 88,291 shares; 2025Q2: 86,011 shares; 2025Q3: 85,478 shares; 2025Q4: 85,573 shares; 2026Q1: 81,296 shares; 2026Q2: 80,896 shares 80,896 $2.59M 0.39% -400 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: 24,780 shares; 2024Q4: 24,741 shares; 2025Q1: 24,641 shares; 2025Q2: 24,345 shares; 2025Q3: 24,479 shares; 2025Q4: 24,377 shares; 2026Q1: 24,319 shares; 2026Q2: 24,579 shares 24,579 $2.51M 0.38% +260 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: 4,275 shares; 2024Q4: 4,175 shares; 2025Q1: 4,095 shares; 2025Q2: 4,457 shares; 2025Q3: 4,648 shares; 2025Q4: 4,304 shares; 2026Q1: 3,857 shares; 2026Q2: 3,438 shares 3,438 $2.49M 0.38% -419 Timeline FNDX 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: 11,996 shares; 2024Q4: 39,137 shares; 2025Q1: 43,291 shares; 2025Q2: 46,859 shares; 2025Q3: 45,251 shares; 2025Q4: 67,022 shares; 2026Q1: 68,413 shares; 2026Q2: 74,556 shares 74,556 $2.32M 0.35% +6,143 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: 6,777 shares; 2024Q4: 6,595 shares; 2025Q1: 6,782 shares; 2025Q2: 6,742 shares; 2025Q3: 6,735 shares; 2025Q4: 6,726 shares; 2026Q1: 6,693 shares; 2026Q2: 6,536 shares 6,536 $2.31M 0.35% -157 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: 17,459 shares; 2024Q4: 17,377 shares; 2025Q1: 17,747 shares; 2025Q2: 17,347 shares; 2025Q3: 16,897 shares; 2025Q4: 16,794 shares; 2026Q1: 16,325 shares; 2026Q2: 16,325 shares 16,325 $2.21M 0.34% 0 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: 28,414 shares; 2024Q4: 83,539 shares; 2025Q1: 81,665 shares; 2025Q2: 80,118 shares; 2025Q3: 79,960 shares; 2025Q4: 79,710 shares; 2026Q1: 75,063 shares; 2026Q2: 74,292 shares 74,292 $2.19M 0.33% -771 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: 9,490 shares; 2024Q4: 9,423 shares; 2025Q1: 9,561 shares; 2025Q2: 9,528 shares; 2025Q3: 9,311 shares; 2025Q4: 9,311 shares; 2026Q1: 9,107 shares; 2026Q2: 9,107 shares 9,107 $2.17M 0.33% 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: 15,108 shares; 2024Q4: 14,828 shares; 2025Q1: 14,337 shares; 2025Q2: 14,147 shares; 2025Q3: 13,947 shares; 2025Q4: 13,932 shares; 2026Q1: 13,943 shares; 2026Q2: 14,043 shares 14,043 $2.06M 0.31% +100 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,851 shares; 2024Q4: 1,776 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,763 shares; 2025Q4: 1,725 shares; 2026Q1: 1,686 shares; 2026Q2: 1,706 shares 1,706 $2.05M 0.31% +20 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 3,036 shares; 2025Q2: 3,036 shares; 2025Q3: 2,966 shares; 2025Q4: 3,085 shares; 2026Q1: 7,009 shares; 2026Q2: 9,642 shares 9,642 $1.98M 0.3% +2,633 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,121 shares; 2024Q4: 10,477 shares; 2025Q1: 11,812 shares; 2025Q2: 11,812 shares; 2025Q3: 11,812 shares; 2025Q4: 11,812 shares; 2026Q1: 11,867 shares; 2026Q2: 11,957 shares 11,957 $1.96M 0.3% +90 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,326 shares; 2024Q4: 2,333 shares; 2025Q1: 2,483 shares; 2025Q2: 2,490 shares; 2025Q3: 2,496 shares; 2025Q4: 2,502 shares; 2026Q1: 2,498 shares; 2026Q2: 2,504 shares 2,504 $1.87M 0.28% +6 Timeline BMI BADGER METER INC More: the full row for BADGER METER 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: 12,581 shares 12,581 $1.87M 0.28% new 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: 8,983 shares; 2024Q4: 12,393 shares; 2025Q1: 12,347 shares; 2025Q2: 8,814 shares; 2025Q3: 8,481 shares; 2025Q4: 8,494 shares; 2026Q1: 8,367 shares; 2026Q2: 8,360 shares 8,360 $1.84M 0.28% -7 Timeline JMST 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: 14,083 shares; 2024Q4: 12,974 shares; 2025Q1: 29,332 shares; 2025Q2: 32,205 shares; 2025Q3: 34,213 shares; 2025Q4: 35,398 shares; 2026Q1: 35,404 shares; 2026Q2: 36,128 shares 36,128 $1.84M 0.28% +724 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,778 shares; 2024Q4: 11,759 shares; 2025Q1: 11,709 shares; 2025Q2: 11,540 shares; 2025Q3: 11,017 shares; 2025Q4: 10,947 shares; 2026Q1: 10,907 shares; 2026Q2: 9,895 shares 9,895 $1.83M 0.28% -1,012 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: 22,457 shares; 2024Q4: 22,363 shares; 2025Q1: 21,650 shares; 2025Q2: 20,549 shares; 2025Q3: 20,449 shares; 2025Q4: 20,449 shares; 2026Q1: 20,871 shares; 2026Q2: 20,144 shares 20,144 $1.83M 0.28% -727 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,178 shares; 2025Q1: 906 shares; 2025Q2: 881 shares; 2025Q3: 818 shares; 2025Q4: 802 shares; 2026Q1: 704 shares; 2026Q2: 6,055 shares 6,055 $1.83M 0.28% +5,351 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: 60,293 shares; 2024Q4: 58,880 shares; 2025Q1: 58,889 shares; 2025Q2: 59,388 shares; 2025Q3: 58,919 shares; 2025Q4: 60,266 shares; 2026Q1: 60,251 shares; 2026Q2: 59,924 shares 59,924 $1.8M 0.27% -327 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 176,824 shares; 2025Q4: 165,874 shares; 2026Q1: 180,394 shares; 2026Q2: 178,687 shares 178,687 $1.76M 0.27% -1,707 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,513 shares; 2025Q3: 4,503 shares; 2025Q4: 4,486 shares; 2026Q1: 4,446 shares; 2026Q2: 4,351 shares 4,351 $1.61M 0.25% -95 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,102 shares; 2024Q4: 33,661 shares; 2025Q1: 29,821 shares; 2025Q2: 29,334 shares; 2025Q3: 26,634 shares; 2025Q4: 24,389 shares; 2026Q1: 23,104 shares; 2026Q2: 23,327 shares 23,327 $1.59M 0.24% +223 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,434 shares; 2024Q4: 29,691 shares; 2025Q1: 30,130 shares; 2025Q2: 29,940 shares; 2025Q3: 27,565 shares; 2025Q4: 26,891 shares; 2026Q1: 26,793 shares; 2026Q2: 26,593 shares 26,593 $1.53M 0.23% -200 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; 2024Q3: 25,723 shares; 2024Q4: 25,176 shares; 2025Q1: 29,716 shares; 2025Q2: 29,681 shares; 2025Q3: 30,084 shares; 2025Q4: 30,058 shares; 2026Q1: 29,417 shares; 2026Q2: 26,734 shares 26,734 $1.52M 0.23% -2,683 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,336 shares; 2024Q4: 76,178 shares; 2025Q1: 34,199 shares; 2025Q2: 33,471 shares; 2025Q3: 43,251 shares; 2025Q4: 47,840 shares; 2026Q1: 113,803 shares; 2026Q2: 133,345 shares 133,345 $1.51M 0.23% +19,542 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,820 shares; 2024Q4: 13,025 shares; 2025Q1: 13,972 shares; 2025Q2: 13,461 shares; 2025Q3: 13,210 shares; 2025Q4: 13,253 shares; 2026Q1: 11,891 shares; 2026Q2: 11,877 shares 11,877 $1.5M 0.23% -14 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,270 shares; 2024Q4: 5,270 shares; 2025Q1: 5,335 shares; 2025Q2: 2,672 shares; 2025Q3: 2,672 shares; 2025Q4: 2,637 shares; 2026Q1: 2,604 shares; 2026Q2: 2,604 shares 2,604 $1.5M 0.23% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,104 shares; 2024Q4: 41,772 shares; 2025Q1: 41,772 shares; 2025Q2: 41,766 shares; 2025Q3: 40,854 shares; 2025Q4: 41,349 shares; 2026Q1: 41,372 shares; 2026Q2: 41,415 shares 41,415 $1.5M 0.23% +43 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,826 shares; 2024Q4: 5,826 shares; 2025Q1: 5,638 shares; 2025Q2: 5,638 shares; 2025Q3: 5,638 shares; 2025Q4: 5,525 shares; 2026Q1: 5,417 shares; 2026Q2: 5,438 shares 5,438 $1.48M 0.23% +21 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,573 shares; 2024Q4: 9,373 shares; 2025Q1: 9,212 shares; 2025Q2: 9,212 shares; 2025Q3: 9,212 shares; 2025Q4: 9,212 shares; 2026Q1: 8,925 shares; 2026Q2: 8,875 shares 8,875 $1.45M 0.22% -50 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: 9,755 shares; 2024Q4: 9,568 shares; 2025Q1: 9,792 shares; 2025Q2: 9,818 shares; 2025Q3: 9,755 shares; 2025Q4: 9,722 shares; 2026Q1: 9,733 shares; 2026Q2: 9,696 shares 9,696 $1.44M 0.22% -37 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,205 shares; 2024Q4: 3,205 shares; 2025Q1: 3,409 shares; 2025Q2: 3,403 shares; 2025Q3: 3,403 shares; 2025Q4: 3,403 shares; 2026Q1: 3,353 shares; 2026Q2: 3,157 shares 3,157 $1.32M 0.2% -196 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: 6,835 shares; 2024Q4: 6,785 shares; 2025Q1: 8,237 shares; 2025Q2: 8,078 shares; 2025Q3: 7,456 shares; 2025Q4: 7,322 shares; 2026Q1: 7,131 shares; 2026Q2: 7,200 shares 7,200 $1.3M 0.2% +69 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,336 shares; 2025Q2: 4,356 shares; 2025Q3: 4,356 shares; 2025Q4: 4,258 shares; 2026Q1: 4,162 shares; 2026Q2: 4,162 shares 4,162 $1.23M 0.19% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,401 shares; 2024Q4: 13,412 shares; 2025Q1: 14,241 shares; 2025Q2: 13,959 shares; 2025Q3: 13,512 shares; 2025Q4: 15,484 shares; 2026Q1: 15,583 shares; 2026Q2: 15,614 shares 15,614 $1.12M 0.17% +31 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,202 shares; 2024Q4: 3,202 shares; 2025Q1: 3,202 shares; 2025Q2: 3,202 shares; 2025Q3: 3,202 shares; 2025Q4: 3,102 shares; 2026Q1: 3,110 shares; 2026Q2: 3,102 shares 3,102 $1.1M 0.17% -8 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,368 shares; 2024Q4: 20,290 shares; 2025Q1: 19,329 shares; 2025Q2: 19,315 shares; 2025Q3: 17,778 shares; 2025Q4: 17,563 shares; 2026Q1: 17,534 shares; 2026Q2: 17,481 shares 17,481 $1.07M 0.16% -53 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: 2,871 shares; 2024Q4: 2,791 shares; 2025Q1: 2,761 shares; 2025Q2: 2,696 shares; 2025Q3: 2,666 shares; 2025Q4: 2,641 shares; 2026Q1: 2,046 shares; 2026Q2: 12,121 shares 12,121 $1.04M 0.16% +10,075 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,681 shares; 2024Q4: 13,230 shares; 2025Q1: 13,707 shares; 2025Q2: 13,019 shares; 2025Q3: 12,819 shares; 2025Q4: 12,819 shares; 2026Q1: 12,785 shares; 2026Q2: 12,606 shares 12,606 $1.02M 0.16% -179 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,595 shares; 2024Q4: 12,625 shares; 2025Q1: 12,620 shares; 2025Q2: 24,522 shares; 2025Q3: 24,247 shares; 2025Q4: 24,247 shares; 2026Q1: 24,015 shares; 2026Q2: 21,272 shares 21,272 $1.02M 0.16% -2,743 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,417 shares; 2024Q4: 3,417 shares; 2025Q1: 3,494 shares; 2025Q2: 3,494 shares; 2025Q3: 3,494 shares; 2025Q4: 3,430 shares; 2026Q1: 3,373 shares; 2026Q2: 3,373 shares 3,373 $989K 0.15% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,121 shares; 2024Q4: 10,017 shares; 2025Q1: 10,017 shares; 2025Q2: 9,969 shares; 2025Q3: 9,017 shares; 2025Q4: 8,917 shares; 2026Q1: 8,732 shares; 2026Q2: 8,732 shares 8,732 $982K 0.15% 0 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: 8,587 shares; 2024Q4: 8,708 shares; 2025Q1: 8,708 shares; 2025Q2: 8,861 shares; 2025Q3: 8,861 shares; 2025Q4: 9,021 shares; 2026Q1: 9,021 shares; 2026Q2: 9,162 shares 9,162 $952K 0.14% +141 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: 9,724 shares; 2024Q4: 9,922 shares; 2025Q1: 9,922 shares; 2025Q2: 10,073 shares; 2025Q3: 10,073 shares; 2025Q4: 10,269 shares; 2026Q1: 10,269 shares; 2026Q2: 10,412 shares 10,412 $857K 0.13% +143 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,145 shares; 2024Q4: 4,145 shares; 2025Q1: 4,145 shares; 2025Q2: 4,145 shares; 2025Q3: 4,145 shares; 2025Q4: 4,145 shares; 2026Q1: 4,145 shares; 2026Q2: 4,145 shares 4,145 $759K 0.12% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,944 shares; 2024Q4: 3,804 shares; 2025Q1: 3,376 shares; 2025Q2: 3,273 shares; 2025Q3: 3,238 shares; 2025Q4: 2,658 shares; 2026Q1: 2,574 shares; 2026Q2: 2,489 shares 2,489 $742K 0.11% -85 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,719 shares; 2024Q4: 4,719 shares; 2025Q1: 5,188 shares; 2025Q2: 5,188 shares; 2025Q3: 5,188 shares; 2025Q4: 5,188 shares; 2026Q1: 4,719 shares; 2026Q2: 4,719 shares 4,719 $736K 0.11% 0 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: 12,348 shares; 2024Q4: 12,348 shares; 2025Q1: 12,338 shares; 2025Q2: 12,338 shares; 2025Q3: 11,886 shares; 2025Q4: 11,886 shares; 2026Q1: 11,888 shares; 2026Q2: 11,736 shares 11,736 $701K 0.11% -152 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: 21,486 shares; 2024Q4: 21,849 shares; 2025Q1: 22,040 shares; 2025Q2: 21,933 shares; 2025Q3: 22,215 shares; 2025Q4: 22,553 shares; 2026Q1: 22,675 shares; 2026Q2: 22,925 shares 22,925 $699K 0.11% +250 Timeline VEU 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: 8,320 shares; 2024Q4: 8,249 shares; 2025Q1: 8,240 shares; 2025Q2: 8,192 shares; 2025Q3: 8,179 shares; 2025Q4: 8,166 shares; 2026Q1: 8,076 shares; 2026Q2: 8,027 shares 8,027 $672K 0.1% -49 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,956 shares 2,956 $662K 0.1% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 2,949 shares 2,949 $652K 0.1% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,387 shares; 2024Q4: 7,387 shares; 2025Q1: 7,439 shares; 2025Q2: 7,267 shares; 2025Q3: 7,267 shares; 2025Q4: 7,210 shares; 2026Q1: 7,255 shares; 2026Q2: 7,245 shares 7,245 $636K 0.1% -10 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,842 shares; 2025Q4: 1,748 shares; 2026Q1: 1,750 shares; 2026Q2: 1,733 shares 1,733 $628K 0.1% -17 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: 6,963 shares; 2024Q4: 6,865 shares; 2025Q1: 7,040 shares; 2025Q2: 6,849 shares; 2025Q3: 6,052 shares; 2025Q4: 5,787 shares; 2026Q1: 5,739 shares; 2026Q2: 5,739 shares 5,739 $617K 0.09% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,441 shares; 2024Q4: 110,330 shares; 2025Q1: 95,021 shares; 2025Q2: 92,844 shares; 2025Q3: 93,651 shares; 2025Q4: 66,724 shares; 2026Q1: 38,171 shares; 2026Q2: 4,416 shares 4,416 $617K 0.09% -33,755 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: 1,758 shares; 2024Q4: 1,758 shares; 2025Q1: 1,758 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,618 shares; 2026Q1: 1,613 shares; 2026Q2: 1,613 shares 1,613 $594K 0.09% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,028 shares; 2024Q4: 27,832 shares; 2025Q1: 27,867 shares; 2025Q2: 45,265 shares; 2025Q3: 26,623 shares; 2025Q4: 26,623 shares; 2026Q1: 18,172 shares; 2026Q2: 17,422 shares 17,422 $590K 0.09% -750 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,655 shares; 2024Q4: 13,655 shares; 2025Q1: 11,970 shares; 2025Q2: 11,975 shares; 2025Q3: 13,775 shares; 2025Q4: 13,475 shares; 2026Q1: 12,575 shares; 2026Q2: 12,165 shares 12,165 $578K 0.09% -410 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: 530 shares; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: 610 shares; 2025Q3: 600 shares; 2025Q4: 568 shares; 2026Q1: 567 shares; 2026Q2: 540 shares 540 $575K 0.09% -27 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: 2,486 shares; 2024Q4: 2,489 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,437 shares; 2025Q4: 2,440 shares; 2026Q1: 2,442 shares; 2026Q2: 2,393 shares 2,393 $566K 0.09% -49 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,795 shares; 2024Q4: 2,560 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,440 shares; 2025Q4: 2,435 shares; 2026Q1: 2,435 shares; 2026Q2: 2,420 shares 2,420 $564K 0.09% -15 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: 5,759 shares; 2024Q4: 5,697 shares; 2025Q1: 6,372 shares; 2025Q2: 6,792 shares; 2025Q3: 6,792 shares; 2025Q4: 6,817 shares; 2026Q1: 6,785 shares; 2026Q2: 4,951 shares 4,951 $561K 0.09% -1,834 Timeline BBAG 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: 11,925 shares; 2024Q4: 11,745 shares; 2025Q1: 11,834 shares; 2025Q2: 11,927 shares; 2025Q3: 12,021 shares; 2025Q4: 12,112 shares; 2026Q1: 12,165 shares; 2026Q2: 12,133 shares 12,133 $558K 0.08% -32 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: 14,894 shares; 2024Q4: 28,678 shares; 2025Q1: 28,731 shares; 2025Q2: 27,516 shares; 2025Q3: 27,722 shares; 2025Q4: 26,480 shares; 2026Q1: 23,785 shares; 2026Q2: 23,826 shares 23,826 $551K 0.08% +41 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,579 shares; 2024Q4: 14,377 shares; 2025Q1: 15,153 shares; 2025Q2: 15,154 shares; 2025Q3: 14,830 shares; 2025Q4: 14,794 shares; 2026Q1: 14,775 shares; 2026Q2: 14,775 shares 14,775 $510K 0.08% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,599 shares; 2024Q4: 15,763 shares; 2025Q1: 25,190 shares; 2025Q2: 31,523 shares; 2025Q3: 29,351 shares; 2025Q4: 26,814 shares; 2026Q1: 16,551 shares; 2026Q2: 7,552 shares 7,552 $501K 0.08% -8,999 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 5,190 shares; 2025Q3: 5,190 shares; 2025Q4: 5,280 shares; 2026Q1: 5,265 shares; 2026Q2: 5,235 shares 5,235 $482K 0.07% -30 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: 2,782 shares; 2024Q4: 2,782 shares; 2025Q1: 2,732 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares; 2026Q1: 3,986 shares; 2026Q2: 4,857 shares 4,857 $478K 0.07% +871 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,129 shares; 2024Q4: 5,894 shares; 2025Q1: 5,894 shares; 2025Q2: 5,894 shares; 2025Q3: 5,719 shares; 2025Q4: 5,719 shares; 2026Q1: 5,644 shares; 2026Q2: 5,644 shares 5,644 $472K 0.07% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 2,144 shares; 2025Q1: 1,904 shares; 2025Q2: 2,001 shares; 2025Q3: 1,971 shares; 2025Q4: 1,871 shares; 2026Q1: 1,842 shares; 2026Q2: 1,842 shares 1,842 $457K 0.07% 0 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: 13,875 shares; 2024Q4: 5,473 shares; 2025Q1: 5,130 shares; 2025Q2: 5,121 shares; 2025Q3: 5,121 shares; 2025Q4: 5,043 shares; 2026Q1: 4,750 shares; 2026Q2: 4,750 shares 4,750 $457K 0.07% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,520 shares; 2024Q4: 3,442 shares; 2025Q1: 3,442 shares; 2025Q2: 3,442 shares; 2025Q3: 3,280 shares; 2025Q4: 3,280 shares; 2026Q1: 3,280 shares; 2026Q2: 16,150 shares 16,150 $443K 0.07% +12,870 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,551 shares; 2025Q3: 3,551 shares; 2025Q4: 3,551 shares; 2026Q1: 4,151 shares; 2026Q2: 4,174 shares 4,174 $427K 0.06% +23 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 2,813 shares; 2025Q2: 2,813 shares; 2025Q3: 2,543 shares; 2025Q4: 2,543 shares; 2026Q1: 1,997 shares; 2026Q2: 1,722 shares 1,722 $424K 0.06% -275 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 252 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $423K 0.06% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,351 shares; 2024Q4: 86,380 shares; 2025Q1: 74,056 shares; 2025Q2: 110,168 shares; 2025Q3: 128,748 shares; 2025Q4: 106,641 shares; 2026Q1: 39,253 shares; 2026Q2: 26,482 shares 26,482 $421K 0.06% -12,771 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,891 shares; 2024Q4: 4,890 shares; 2025Q1: 4,955 shares; 2025Q2: 4,955 shares; 2025Q3: 4,846 shares; 2025Q4: 4,765 shares; 2026Q1: 4,679 shares; 2026Q2: 4,660 shares 4,660 $413K 0.06% -19 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,058 shares; 2024Q4: 3,054 shares; 2025Q1: 3,029 shares; 2025Q2: 3,025 shares; 2025Q3: 3,025 shares; 2025Q4: 3,025 shares; 2026Q1: 3,025 shares; 2026Q2: 3,025 shares 3,025 $398K 0.06% 0 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: 5,458 shares; 2024Q4: 5,458 shares; 2025Q1: 5,458 shares; 2025Q2: 5,406 shares; 2025Q3: 5,406 shares; 2025Q4: 5,406 shares; 2026Q1: 5,406 shares; 2026Q2: 5,406 shares 5,406 $385K 0.06% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,874 shares; 2024Q4: 7,874 shares; 2025Q1: 7,874 shares; 2025Q2: 8,145 shares; 2025Q3: 8,145 shares; 2025Q4: 8,145 shares; 2026Q1: 8,145 shares; 2026Q2: 8,145 shares 8,145 $380K 0.06% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,357 shares; 2024Q4: 6,406 shares; 2025Q1: 6,454 shares; 2025Q2: 6,354 shares; 2025Q3: 6,397 shares; 2025Q4: 6,449 shares; 2026Q1: 7,139 shares; 2026Q2: 7,186 shares 7,186 $373K 0.06% +47 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: 6,990 shares; 2024Q4: 6,990 shares; 2025Q1: 6,990 shares; 2025Q2: 6,990 shares; 2025Q3: 6,990 shares; 2025Q4: 6,990 shares; 2026Q1: 6,990 shares; 2026Q2: 7,185 shares 7,185 $367K 0.06% +195 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,680 shares; 2024Q4: 5,480 shares; 2025Q1: 5,130 shares; 2025Q2: 5,046 shares; 2025Q3: 4,746 shares; 2025Q4: 4,746 shares; 2026Q1: 4,746 shares; 2026Q2: 4,646 shares 4,646 $360K 0.05% -100 Timeline VLUE 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: 2,199 shares; 2025Q2: 2,336 shares; 2025Q3: 2,321 shares; 2025Q4: 2,278 shares; 2026Q1: 1,785 shares; 2026Q2: 1,790 shares 1,790 $358K 0.05% +5 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: 5,108 shares; 2024Q4: 5,184 shares; 2025Q1: 5,184 shares; 2025Q2: 5,108 shares; 2025Q3: 5,108 shares; 2025Q4: 5,082 shares; 2026Q1: 5,082 shares; 2026Q2: 5,060 shares 5,060 $346K 0.05% -22 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $346K 0.05% 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: 15,378 shares; 2024Q4: 15,378 shares; 2025Q1: 14,928 shares; 2025Q2: 14,499 shares; 2025Q3: 14,499 shares; 2025Q4: 14,500 shares; 2026Q1: 14,180 shares; 2026Q2: 14,180 shares 14,180 $336K 0.05% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 970 shares 970 $331K 0.05% new 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: 680 shares; 2026Q2: 680 shares 680 $325K 0.05% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,641 shares; 2024Q4: 22,321 shares; 2025Q1: 21,723 shares; 2025Q2: 14,263 shares; 2025Q3: 18,913 shares; 2025Q4: 14,063 shares; 2026Q1: 14,063 shares; 2026Q2: 13,427 shares 13,427 $321K 0.05% -636 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,836 shares; 2025Q1: 5,460 shares; 2025Q2: 5,556 shares; 2025Q3: 5,569 shares; 2025Q4: 5,688 shares; 2026Q1: 5,839 shares; 2026Q2: 5,662 shares 5,662 $320K 0.05% -177 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,107 shares; 2024Q4: 3,107 shares; 2025Q1: 3,307 shares; 2025Q2: 3,307 shares; 2025Q3: 3,307 shares; 2025Q4: 3,307 shares; 2026Q1: 3,307 shares; 2026Q2: 3,307 shares 3,307 $317K 0.05% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,079 shares; 2024Q4: 77,352 shares; 2025Q1: 53,089 shares; 2025Q2: 53,848 shares; 2025Q3: 40,700 shares; 2025Q4: 33,901 shares; 2026Q1: 3,754 shares; 2026Q2: 3,751 shares 3,751 $314K 0.05% -3 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: 4,425 shares; 2024Q4: 3,830 shares; 2025Q1: 4,184 shares; 2025Q2: 4,184 shares; 2025Q3: 4,184 shares; 2025Q4: 4,061 shares; 2026Q1: 4,061 shares; 2026Q2: 3,896 shares 3,896 $300K 0.05% -165 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 793 shares; 2024Q4: 961 shares; 2025Q1: 933 shares; 2025Q2: 880 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 763 shares 763 $295K 0.04% -17 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,064 shares; 2024Q4: 6,494 shares; 2025Q1: 6,494 shares; 2025Q2: not reported; 2025Q3: 6,314 shares; 2025Q4: 6,314 shares; 2026Q1: 6,314 shares; 2026Q2: 6,922 shares 6,922 $293K 0.04% +608 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,675 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,737 shares; 2025Q3: not reported; 2025Q4: 4,637 shares; 2026Q1: 4,642 shares; 2026Q2: 4,637 shares 4,637 $292K 0.04% -5 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,395 shares; 2024Q4: 3,395 shares; 2025Q1: 3,106 shares; 2025Q2: 3,106 shares; 2025Q3: 3,056 shares; 2025Q4: 3,056 shares; 2026Q1: 3,074 shares; 2026Q2: 3,679 shares 3,679 $288K 0.04% +605 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: 2,418 shares; 2024Q4: 2,442 shares; 2025Q1: 2,569 shares; 2025Q2: 2,569 shares; 2025Q3: 2,569 shares; 2025Q4: 2,126 shares; 2026Q1: 1,860 shares; 2026Q2: 1,841 shares 1,841 $279K 0.04% -19 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: 9,390 shares; 2024Q4: 7,679 shares; 2025Q1: 7,487 shares; 2025Q2: 7,341 shares; 2025Q3: 7,099 shares; 2025Q4: 7,090 shares; 2026Q1: 5,867 shares; 2026Q2: 5,795 shares 5,795 $279K 0.04% -72 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: 4,750 shares; 2024Q4: 4,550 shares; 2025Q1: 4,550 shares; 2025Q2: 4,550 shares; 2025Q3: 4,550 shares; 2025Q4: 4,450 shares; 2026Q1: 4,450 shares; 2026Q2: 4,450 shares 4,450 $272K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,994 shares; 2024Q4: 2,829 shares; 2025Q1: 2,829 shares; 2025Q2: 2,829 shares; 2025Q3: 2,829 shares; 2025Q4: 2,829 shares; 2026Q1: 2,829 shares; 2026Q2: 2,601 shares 2,601 $270K 0.04% -228 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997 shares; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 912 shares; 2025Q3: 902 shares; 2025Q4: 892 shares; 2026Q1: 845 shares; 2026Q2: 845 shares 845 $265K 0.04% 0 Timeline FNDC 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: not reported; 2025Q3: 5,090 shares; 2025Q4: 5,165 shares; 2026Q1: 5,140 shares; 2026Q2: 5,440 shares 5,440 $264K 0.04% +300 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,162 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 2,162 shares; 2025Q3: 2,162 shares; 2025Q4: 1,978 shares; 2026Q1: 1,591 shares; 2026Q2: 1,529 shares 1,529 $263K 0.04% -62 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,598 shares; 2024Q4: 2,498 shares; 2025Q1: 2,498 shares; 2025Q2: 2,498 shares; 2025Q3: 2,367 shares; 2025Q4: 2,367 shares; 2026Q1: 2,367 shares; 2026Q2: 2,367 shares 2,367 $261K 0.04% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,566 shares; 2026Q2: 2,716 shares 2,716 $259K 0.04% +150 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: 2,290 shares; 2024Q4: 2,290 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares; 2026Q2: 2,170 shares 2,170 $255K 0.04% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,271 shares; 2024Q4: 7,166 shares; 2025Q1: 7,245 shares; 2025Q2: 11,282 shares; 2025Q3: 6,079 shares; 2025Q4: 6,091 shares; 2026Q1: 5,265 shares; 2026Q2: 5,211 shares 5,211 $252K 0.04% -54 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,126 shares 1,126 $251K 0.04% new 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: 1,158 shares; 2024Q4: 1,135 shares; 2025Q1: 1,070 shares; 2025Q2: 1,065 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,071 shares; 2026Q2: 1,071 shares 1,071 $240K 0.04% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 846 shares; 2025Q1: 867 shares; 2025Q2: 871 shares; 2025Q3: 976 shares; 2025Q4: 980 shares; 2026Q1: 1,209 shares; 2026Q2: 1,218 shares 1,218 $237K 0.04% +9 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241 shares; 2026Q1: 239 shares; 2026Q2: 233 shares 233 $236K 0.04% -6 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares; 2026Q2: 735 shares 735 $231K 0.04% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 5,737 shares; 2026Q2: 5,700 shares 5,700 $225K 0.03% -37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,125 shares 1,125 $225K 0.03% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,009 shares 1,009 $221K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,089 shares; 2025Q3: 1,070 shares; 2025Q4: 1,271 shares; 2026Q1: 1,578 shares; 2026Q2: 1,403 shares 1,403 $220K 0.03% -175 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,976 shares; 2024Q4: 10,183 shares; 2025Q1: 10,393 shares; 2025Q2: 10,609 shares; 2025Q3: 10,848 shares; 2025Q4: 11,093 shares; 2026Q1: 11,377 shares; 2026Q2: 11,658 shares 11,658 $216K 0.03% +281 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: 6,616 shares; 2024Q4: 13,232 shares; 2025Q1: 13,270 shares; 2025Q2: 13,232 shares; 2025Q3: 10,149 shares; 2025Q4: 10,149 shares; 2026Q1: 9,819 shares; 2026Q2: 8,819 shares 8,819 $213K 0.03% -1,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 333 shares 333 $211K 0.03% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 797 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 796 shares; 2026Q2: 796 shares 796 $208K 0.03% 0 Timeline IUSV 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: 1,860 shares 1,860 $205K 0.03% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,294 shares; 2024Q4: 6,974 shares; 2025Q1: 7,041 shares; 2025Q2: 6,939 shares; 2025Q3: 6,864 shares; 2025Q4: 6,243 shares; 2026Q1: 5,190 shares; 2026Q2: 4,888 shares 4,888 $201K 0.03% -302 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $190K 0.03% 0 Timeline FRA BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $110K 0.02% 0 Timeline