DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,111,951 shares; 2024Q4: 3,028,985 shares; 2025Q1: 3,045,031 shares; 2025Q2: 3,013,823 shares; 2025Q3: 2,964,605 shares; 2025Q4: 2,901,645 shares; 2026Q1: 2,890,247 shares; 2026Q2: 2,886,811 shares 2,886,811 $128M 20.18% -3,436 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,522,651 shares; 2024Q4: 1,521,559 shares; 2025Q1: 1,481,629 shares; 2025Q2: 1,464,348 shares; 2025Q3: 1,445,271 shares; 2025Q4: 1,434,864 shares; 2026Q1: 1,447,156 shares; 2026Q2: 1,468,984 shares 1,468,984 $54.1M 8.53% +21,828 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733,706 shares; 2024Q4: 779,421 shares; 2025Q1: 927,418 shares; 2025Q2: 956,818 shares; 2025Q3: 959,102 shares; 2025Q4: 974,467 shares; 2026Q1: 922,515 shares; 2026Q2: 876,910 shares 876,910 $41.9M 6.6% -45,605 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: 66,036 shares; 2024Q4: 71,461 shares; 2025Q1: 78,068 shares; 2025Q2: 85,648 shares; 2025Q3: 80,769 shares; 2025Q4: 84,947 shares; 2026Q1: 90,032 shares; 2026Q2: 101,977 shares 101,977 $37.7M 5.95% +11,945 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308,137 shares; 2026Q1: 376,280 shares; 2026Q2: 477,767 shares 477,767 $36.2M 5.7% +101,487 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,591 shares; 2024Q4: 162,514 shares; 2025Q1: 173,675 shares; 2025Q2: 204,695 shares; 2025Q3: 200,998 shares; 2025Q4: 207,528 shares; 2026Q1: 222,925 shares; 2026Q2: 223,160 shares 223,160 $18.3M 2.88% +235 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,164 shares; 2024Q4: 638,791 shares; 2025Q1: 632,289 shares; 2025Q2: 632,372 shares; 2025Q3: 635,247 shares; 2025Q4: 644,296 shares; 2026Q1: 652,805 shares; 2026Q2: 687,514 shares 687,514 $17M 2.67% +34,709 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,677 shares; 2024Q4: 233,060 shares; 2025Q1: 239,437 shares; 2025Q2: 243,145 shares; 2025Q3: 237,832 shares; 2025Q4: 236,153 shares; 2026Q1: 234,976 shares; 2026Q2: 234,704 shares 234,704 $16.4M 2.59% -272 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,583 shares; 2024Q4: 158,943 shares; 2025Q1: 173,870 shares; 2025Q2: 174,193 shares; 2025Q3: 187,830 shares; 2025Q4: 204,478 shares; 2026Q1: 270,029 shares; 2026Q2: 318,638 shares 318,638 $16.1M 2.54% +48,609 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,250 shares; 2024Q4: 302,052 shares; 2025Q1: 307,573 shares; 2025Q2: 303,439 shares; 2025Q3: 293,499 shares; 2025Q4: 278,793 shares; 2026Q1: 279,484 shares; 2026Q2: 279,469 shares 279,469 $15.4M 2.42% -15 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,645 shares; 2026Q1: 94,975 shares; 2026Q2: 113,970 shares 113,970 $13.3M 2.1% +18,995 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,670 shares; 2024Q4: 281,631 shares; 2025Q1: 392,260 shares; 2025Q2: 395,833 shares; 2025Q3: 491,278 shares; 2025Q4: 664,457 shares; 2026Q1: 630,394 shares; 2026Q2: 503,393 shares 503,393 $13.1M 2.06% -127,001 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,417 shares; 2025Q3: 1,005,361 shares; 2025Q4: 1,074,402 shares; 2026Q1: 898,970 shares; 2026Q2: 572,852 shares 572,852 $12.1M 1.91% -326,118 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: 255,041 shares; 2024Q4: 517,443 shares; 2025Q1: 517,455 shares; 2025Q2: 495,039 shares; 2025Q3: 495,074 shares; 2025Q4: 507,169 shares; 2026Q1: 506,969 shares; 2026Q2: 435,988 shares 435,988 $11.6M 1.82% -70,981 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,214 shares; 2024Q4: 11,474 shares; 2025Q1: 11,474 shares; 2025Q2: 19,512 shares; 2025Q3: 21,638 shares; 2025Q4: 97,867 shares; 2026Q1: 102,197 shares; 2026Q2: 98,775 shares 98,775 $10.5M 1.66% -3,422 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,169 shares; 2024Q4: 188,169 shares; 2025Q1: 187,869 shares; 2025Q2: 186,434 shares; 2025Q3: 185,313 shares; 2025Q4: 185,313 shares; 2026Q1: 185,313 shares; 2026Q2: 182,333 shares 182,333 $9.85M 1.55% -2,980 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; 2024Q3: 111,630 shares; 2024Q4: 111,630 shares; 2025Q1: 111,630 shares; 2025Q2: 111,570 shares; 2025Q3: 111,570 shares; 2025Q4: 111,570 shares; 2026Q1: 111,570 shares; 2026Q2: 111,570 shares 111,570 $9.14M 1.44% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,369 shares; 2024Q4: 75,632 shares; 2025Q1: 79,283 shares; 2025Q2: 86,825 shares; 2025Q3: 84,578 shares; 2025Q4: 87,982 shares; 2026Q1: 93,532 shares; 2026Q2: 104,712 shares 104,712 $8.95M 1.41% +11,180 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,260 shares; 2024Q4: 37,260 shares; 2025Q1: 42,118 shares; 2025Q2: 38,831 shares; 2025Q3: 40,731 shares; 2025Q4: 44,151 shares; 2026Q1: 74,514 shares; 2026Q2: 87,674 shares 87,674 $8.88M 1.4% +13,160 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,908 shares; 2024Q4: 65,511 shares; 2025Q1: 82,523 shares; 2025Q2: 82,649 shares; 2025Q3: 83,094 shares; 2025Q4: 86,955 shares; 2026Q1: 149,217 shares; 2026Q2: 150,390 shares 150,390 $8.75M 1.38% +1,173 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,007 shares; 2024Q4: 52,985 shares; 2025Q1: 40,859 shares; 2025Q2: 40,559 shares; 2025Q3: 44,280 shares; 2025Q4: 47,534 shares; 2026Q1: 112,028 shares; 2026Q2: 145,256 shares 145,256 $8.57M 1.35% +33,228 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,040 shares; 2024Q4: 143,563 shares; 2025Q1: 215,446 shares; 2025Q2: 312,240 shares; 2025Q3: 314,779 shares; 2025Q4: 218,567 shares; 2026Q1: 199,156 shares; 2026Q2: 80,209 shares 80,209 $8.07M 1.27% -118,947 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: 511,639 shares; 2024Q4: 1,038,096 shares; 2025Q1: 934,244 shares; 2025Q2: 917,059 shares; 2025Q3: 882,842 shares; 2025Q4: 339,011 shares; 2026Q1: 338,022 shares; 2026Q2: 333,017 shares 333,017 $8.04M 1.27% -5,005 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,629 shares; 2024Q4: 164,308 shares; 2025Q1: 173,319 shares; 2025Q2: 165,296 shares; 2025Q3: 165,872 shares; 2025Q4: 162,084 shares; 2026Q1: 161,674 shares; 2026Q2: 141,876 shares 141,876 $5.92M 0.93% -19,798 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: 10,530 shares; 2024Q4: 10,530 shares; 2025Q1: 10,530 shares; 2025Q2: 10,530 shares; 2025Q3: 10,675 shares; 2025Q4: 13,174 shares; 2026Q1: 13,079 shares; 2026Q2: 67,274 shares 67,274 $5.79M 0.91% +54,195 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,503 shares; 2024Q4: 76,418 shares; 2025Q1: 76,499 shares; 2025Q2: 75,308 shares; 2025Q3: 68,106 shares; 2025Q4: 68,074 shares; 2026Q1: 67,999 shares; 2026Q2: 67,906 shares 67,906 $5.59M 0.88% -93 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: 46,378 shares; 2024Q4: 46,398 shares; 2025Q1: 48,373 shares; 2025Q2: 49,364 shares; 2025Q3: 49,532 shares; 2025Q4: 50,984 shares; 2026Q1: 50,984 shares; 2026Q2: 51,816 shares 51,816 $5.29M 0.83% +832 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,255 shares; 2024Q4: 98,311 shares; 2025Q1: 106,036 shares; 2025Q2: 93,772 shares; 2025Q3: 92,419 shares; 2025Q4: 62,165 shares; 2026Q1: 56,730 shares; 2026Q2: 52,463 shares 52,463 $5.21M 0.82% -4,267 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,899 shares; 2024Q4: 217,925 shares; 2025Q1: 216,209 shares; 2025Q2: 209,326 shares; 2025Q3: 199,672 shares; 2025Q4: 178,632 shares; 2026Q1: 109,301 shares; 2026Q2: 102,137 shares 102,137 $5.19M 0.82% -7,164 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $5.03M 0.79% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,430 shares; 2024Q4: 163,963 shares; 2025Q1: 97,822 shares; 2025Q2: 74,774 shares; 2025Q3: 75,026 shares; 2025Q4: 64,394 shares; 2026Q1: 64,394 shares; 2026Q2: 64,394 shares 64,394 $4.86M 0.77% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,037 shares; 2024Q4: 47,569 shares; 2025Q1: 53,595 shares; 2025Q2: 80,399 shares; 2025Q3: 87,027 shares; 2025Q4: 88,579 shares; 2026Q1: 104,969 shares; 2026Q2: 105,182 shares 105,182 $4.34M 0.68% +213 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,163 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,191 shares; 2026Q2: 133,389 shares 133,389 $4.08M 0.64% +63,198 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,075 shares; 2024Q4: 52,256 shares; 2025Q1: 52,365 shares; 2025Q2: 57,900 shares; 2025Q3: 58,035 shares; 2025Q4: 62,372 shares; 2026Q1: 68,216 shares; 2026Q2: 68,359 shares 68,359 $3.53M 0.56% +143 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,869 shares; 2024Q4: 81,468 shares; 2025Q1: 81,573 shares; 2025Q2: 81,946 shares; 2025Q3: 82,231 shares; 2025Q4: 78,596 shares; 2026Q1: 78,596 shares; 2026Q2: 78,994 shares 78,994 $3.26M 0.51% +398 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,629 shares; 2024Q4: 52,378 shares; 2025Q1: 53,611 shares; 2025Q2: 58,979 shares; 2025Q3: 105,610 shares; 2025Q4: 102,214 shares; 2026Q1: 102,153 shares; 2026Q2: 93,873 shares 93,873 $3.2M 0.5% -8,280 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,909 shares; 2026Q2: 18,130 shares 18,130 $2.98M 0.47% +221 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: 6,506 shares; 2024Q4: 10,715 shares; 2025Q1: 10,590 shares; 2025Q2: 10,590 shares; 2025Q3: 10,637 shares; 2025Q4: 10,201 shares; 2026Q1: 10,181 shares; 2026Q2: 10,181 shares 10,181 $2.95M 0.46% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,818 shares; 2024Q4: 2,568 shares; 2025Q1: 2,568 shares; 2025Q2: 2,708 shares; 2025Q3: 2,622 shares; 2025Q4: 2,557 shares; 2026Q1: 3,779 shares; 2026Q2: 3,725 shares 3,725 $2.79M 0.44% -54 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: 6,670 shares; 2024Q4: 7,190 shares; 2025Q1: 7,158 shares; 2025Q2: 7,158 shares; 2025Q3: 7,095 shares; 2025Q4: 7,095 shares; 2026Q1: 7,040 shares; 2026Q2: 7,040 shares 7,040 $2.63M 0.41% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,905 shares; 2024Q4: 57,682 shares; 2025Q1: 54,990 shares; 2025Q2: 49,550 shares; 2025Q3: 50,196 shares; 2025Q4: 46,844 shares; 2026Q1: 38,165 shares; 2026Q2: 51,569 shares 51,569 $2.59M 0.41% +13,404 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,118 shares; 2024Q4: 2,246 shares; 2025Q1: 3,008 shares; 2025Q2: 5,060 shares; 2025Q3: 5,466 shares; 2025Q4: 5,062 shares; 2026Q1: 5,077 shares; 2026Q2: 5,795 shares 5,795 $2.44M 0.38% +718 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,475 shares; 2026Q1: 106,775 shares; 2026Q2: 94,459 shares 94,459 $2.15M 0.34% -12,316 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,571 shares; 2024Q4: 8,571 shares; 2025Q1: 8,571 shares; 2025Q2: 7,831 shares; 2025Q3: 7,831 shares; 2025Q4: 7,831 shares; 2026Q1: 7,831 shares; 2026Q2: 7,831 shares 7,831 $1.73M 0.27% 0 Timeline SCHJ 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: 34,710 shares; 2024Q4: 69,420 shares; 2025Q1: 69,420 shares; 2025Q2: 69,420 shares; 2025Q3: 69,420 shares; 2025Q4: 69,420 shares; 2026Q1: 69,420 shares; 2026Q2: 69,420 shares 69,420 $1.71M 0.27% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,980 shares; 2024Q4: 54,513 shares; 2025Q1: 54,589 shares; 2025Q2: 55,518 shares; 2025Q3: 38,470 shares; 2025Q4: 41,086 shares; 2026Q1: 44,549 shares; 2026Q2: 44,944 shares 44,944 $1.67M 0.26% +395 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 63,289 shares; 2026Q2: 58,291 shares 58,291 $1.49M 0.24% -4,998 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: 4,240 shares; 2024Q4: 4,390 shares; 2025Q1: 4,331 shares; 2025Q2: 4,333 shares; 2025Q3: 4,184 shares; 2025Q4: 4,185 shares; 2026Q1: 4,186 shares; 2026Q2: 4,187 shares 4,187 $1.48M 0.23% +1 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: 8,024 shares; 2024Q4: 8,024 shares; 2025Q1: 7,980 shares; 2025Q2: 8,040 shares; 2025Q3: 8,040 shares; 2025Q4: 6,040 shares; 2026Q1: 6,167 shares; 2026Q2: 6,154 shares 6,154 $1.47M 0.23% -13 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,527 shares; 2024Q4: 35,520 shares; 2025Q1: 32,350 shares; 2025Q2: 32,175 shares; 2025Q3: 31,113 shares; 2025Q4: 31,176 shares; 2026Q1: 31,153 shares; 2026Q2: 31,617 shares 31,617 $1.27M 0.2% +464 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares; 2026Q1: 26,000 shares; 2026Q2: 26,000 shares 26,000 $1.21M 0.19% 0 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; 2024Q3: 5,650 shares; 2024Q4: 5,650 shares; 2025Q1: 5,650 shares; 2025Q2: 5,650 shares; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares; 2026Q1: 5,650 shares; 2026Q2: 5,650 shares 5,650 $1.11M 0.17% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,683 shares; 2024Q4: 42,245 shares; 2025Q1: 42,197 shares; 2025Q2: 43,378 shares; 2025Q3: 25,265 shares; 2025Q4: 25,938 shares; 2026Q1: 26,860 shares; 2026Q2: 26,911 shares 26,911 $1.09M 0.17% +51 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: 638 shares; 2024Q4: 974 shares; 2025Q1: 944 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 903 shares; 2026Q1: 895 shares; 2026Q2: 898 shares 898 $1.08M 0.17% +3 Timeline SPTS 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: 83,495 shares; 2024Q4: 77,713 shares; 2025Q1: 77,683 shares; 2025Q2: 77,883 shares; 2025Q3: 77,283 shares; 2025Q4: 77,488 shares; 2026Q1: 64,417 shares; 2026Q2: 36,813 shares 36,813 $1.07M 0.17% -27,604 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: 2,929 shares; 2024Q4: 2,931 shares; 2025Q1: 2,933 shares; 2025Q2: 2,936 shares; 2025Q3: 2,938 shares; 2025Q4: 3,039 shares; 2026Q1: 2,940 shares; 2026Q2: 2,959 shares 2,959 $1.06M 0.17% +19 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,002 shares 13,002 $1M 0.16% new Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,676 shares; 2024Q4: 22,676 shares; 2025Q1: 22,676 shares; 2025Q2: 22,676 shares; 2025Q3: 22,676 shares; 2025Q4: 22,676 shares; 2026Q1: 22,676 shares; 2026Q2: 22,676 shares 22,676 $968K 0.15% 0 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: 15,010 shares; 2024Q4: 15,010 shares; 2025Q1: 15,010 shares; 2025Q2: 15,010 shares; 2025Q3: 15,010 shares; 2025Q4: 15,010 shares; 2026Q1: 15,010 shares; 2026Q2: 15,010 shares 15,010 $855K 0.13% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 879 shares; 2026Q2: 877 shares 877 $820K 0.13% -2 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,300 shares; 2025Q1: 16,273 shares; 2025Q2: 16,300 shares; 2025Q3: 16,326 shares; 2025Q4: 16,349 shares; 2026Q1: 19,960 shares; 2026Q2: 19,999 shares 19,999 $804K 0.13% +39 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,678 shares; 2024Q4: 6,678 shares; 2025Q1: 6,678 shares; 2025Q2: 7,028 shares; 2025Q3: 7,046 shares; 2025Q4: 7,071 shares; 2026Q1: 7,084 shares; 2026Q2: 7,103 shares 7,103 $764K 0.12% +19 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 8,050 shares; 2026Q1: 9,600 shares; 2026Q2: 9,848 shares 9,848 $725K 0.11% +248 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,342 shares; 2024Q4: 3,342 shares; 2025Q1: 3,342 shares; 2025Q2: 3,342 shares; 2025Q3: 3,615 shares; 2025Q4: 3,540 shares; 2026Q1: 3,298 shares; 2026Q2: 3,298 shares 3,298 $719K 0.11% 0 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,612 shares; 2024Q4: 34,612 shares; 2025Q1: 34,612 shares; 2025Q2: 34,612 shares; 2025Q3: 34,612 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares; 2026Q2: 19,000 shares 19,000 $687K 0.11% 0 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: 4,130 shares; 2024Q4: 4,124 shares; 2025Q1: 4,113 shares; 2025Q2: 4,115 shares; 2025Q3: 4,112 shares; 2025Q4: 4,112 shares; 2026Q1: 4,112 shares; 2026Q2: 4,112 shares 4,112 $682K 0.11% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,400 shares; 2026Q2: 9,400 shares 9,400 $670K 0.11% 0 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,250 shares; 2026Q2: 23,975 shares 23,975 $660K 0.1% +7,725 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,748 shares; 2025Q1: 3,748 shares; 2025Q2: 3,748 shares; 2025Q3: 3,748 shares; 2025Q4: 3,748 shares; 2026Q1: 3,748 shares; 2026Q2: 3,748 shares 3,748 $578K 0.09% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,765 shares; 2024Q4: 3,972 shares; 2025Q1: 3,982 shares; 2025Q2: 1,610 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares; 2026Q2: 1,560 shares 1,560 $575K 0.09% 0 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: 1,188 shares; 2024Q4: 4,584 shares; 2025Q1: 4,728 shares; 2025Q2: 4,517 shares; 2025Q3: 686 shares; 2025Q4: 688 shares; 2026Q1: 996 shares; 2026Q2: 737 shares 737 $550K 0.09% -259 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,180 shares; 2026Q2: 6,173 shares 6,173 $549K 0.09% -7 Timeline AVIV 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: 23,400 shares; 2024Q4: 10,055 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares; 2026Q2: 6,800 shares 6,800 $526K 0.08% 0 Timeline SCMB 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: 10,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $516K 0.08% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,498 shares; 2024Q4: 14,498 shares; 2025Q1: 14,498 shares; 2025Q2: 16,365 shares; 2025Q3: 16,529 shares; 2025Q4: 16,751 shares; 2026Q1: 16,870 shares; 2026Q2: 17,050 shares 17,050 $512K 0.08% +180 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,631 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,603 shares; 2025Q4: 1,603 shares; 2026Q1: 1,603 shares; 2026Q2: 1,603 shares 1,603 $486K 0.08% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 581 shares; 2026Q2: 645 shares 645 $475K 0.07% +64 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,466 shares; 2024Q4: 3,466 shares; 2025Q1: 3,466 shares; 2025Q2: 3,466 shares; 2025Q3: 3,466 shares; 2025Q4: 3,466 shares; 2026Q1: 3,466 shares; 2026Q2: 3,466 shares 3,466 $474K 0.07% 0 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 13,077 shares; 2026Q2: 15,251 shares 15,251 $454K 0.07% +2,174 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,583 shares; 2024Q4: 10,952 shares; 2025Q1: 6,103 shares; 2025Q2: 6,103 shares; 2025Q3: 4,890 shares; 2025Q4: 4,890 shares; 2026Q1: 4,890 shares; 2026Q2: 4,890 shares 4,890 $446K 0.07% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,594 shares 2,594 $443K 0.07% new 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: 598 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 457 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 406 shares 406 $432K 0.07% +6 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288 shares; 2024Q4: 1,288 shares; 2025Q1: 1,278 shares; 2025Q2: 1,078 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 1,049 shares; 2026Q2: 1,038 shares 1,038 $431K 0.07% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,549 shares; 2026Q2: 5,549 shares 5,549 $428K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,542 shares; 2026Q2: 5,478 shares 5,478 $427K 0.07% -2,064 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares; 2026Q2: 9,100 shares 9,100 $410K 0.06% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962 shares; 2024Q4: 965 shares; 2025Q1: 967 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 953 shares; 2026Q2: 953 shares 953 $406K 0.06% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,788 shares; 2024Q4: 2,262 shares; 2025Q1: 1,788 shares; 2025Q2: 1,788 shares; 2025Q3: 1,788 shares; 2025Q4: 1,788 shares; 2026Q1: 1,788 shares; 2026Q2: 1,593 shares 1,593 $405K 0.06% -195 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $378K 0.06% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,990 shares; 2024Q4: 3,553 shares; 2025Q1: 2,563 shares; 2025Q2: 2,563 shares; 2025Q3: 2,563 shares; 2025Q4: 2,563 shares; 2026Q1: 2,590 shares; 2026Q2: 2,563 shares 2,563 $376K 0.06% -27 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,858 shares; 2024Q4: 4,862 shares; 2025Q1: 4,864 shares; 2025Q2: 4,590 shares; 2025Q3: 4,590 shares; 2025Q4: 4,641 shares; 2026Q1: 4,675 shares; 2026Q2: 4,608 shares 4,608 $364K 0.06% -67 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: 3,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares; 2026Q2: 1,441 shares 1,441 $350K 0.06% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,831 shares; 2026Q2: 1,695 shares 1,695 $319K 0.05% -136 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $302K 0.05% new 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: 5,070 shares; 2024Q4: not reported; 2025Q1: 3,410 shares; 2025Q2: 3,410 shares; 2025Q3: 3,410 shares; 2025Q4: 3,410 shares; 2026Q1: 3,410 shares; 2026Q2: 3,410 shares 3,410 $286K 0.05% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 3,117 shares; 2025Q2: 2,863 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares; 2026Q1: 2,431 shares; 2026Q2: 2,448 shares 2,448 $277K 0.04% +17 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: not reported; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 894 shares; 2025Q4: 835 shares; 2026Q1: 835 shares; 2026Q2: 847 shares 847 $277K 0.04% +12 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: 5,239 shares; 2024Q4: 5,259 shares; 2025Q1: 5,358 shares; 2025Q2: 5,358 shares; 2025Q3: 5,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares; 2026Q2: 1,381 shares 1,381 $276K 0.04% +43 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,560 shares 3,560 $261K 0.04% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,158 shares; 2026Q2: 2,158 shares 2,158 $257K 0.04% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 369 shares; 2026Q2: 367 shares 367 $252K 0.04% -2 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: 1,032 shares; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares; 2026Q1: 892 shares; 2026Q2: 892 shares 892 $251K 0.04% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,964 shares; 2024Q4: 4,964 shares; 2025Q1: 4,964 shares; 2025Q2: 4,964 shares; 2025Q3: 4,964 shares; 2025Q4: 4,964 shares; 2026Q1: 4,964 shares; 2026Q2: 4,964 shares 4,964 $229K 0.04% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 965 shares 965 $228K 0.04% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares; 2026Q1: 2,432 shares; 2026Q2: 2,432 shares 2,432 $227K 0.04% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,292 shares; 2024Q4: 22,638 shares; 2025Q1: 21,283 shares; 2025Q2: 10,190 shares; 2025Q3: 10,190 shares; 2025Q4: 10,190 shares; 2026Q1: 12,960 shares; 2026Q2: 6,800 shares 6,800 $226K 0.04% -6,160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,600 shares 2,600 $215K 0.03% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 5,840 shares; 2026Q2: 5,840 shares 5,840 $215K 0.03% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares; 2026Q2: 1,567 shares 1,567 $214K 0.03% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 548 shares 548 $207K 0.03% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares; 2026Q1: 1,296 shares; 2026Q2: 1,296 shares 1,296 $201K 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,442 shares; 2025Q4: 1,178 shares; 2026Q1: not reported; 2026Q2: 1,178 shares 1,178 $200K 0.03% new Timeline