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; 2024Q4: 68,866 shares; 2025Q1: 68,039 shares; 2025Q2: 68,184 shares; 2025Q3: 69,241 shares; 2025Q4: 68,716 shares; 2026Q1: 67,443 shares; 2026Q2: 66,226 shares; 2026Q3: 65,638 shares 65,638 $23.1M 9.59% -588 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; 2024Q4: 565,423 shares; 2025Q1: 542,522 shares; 2025Q2: 525,977 shares; 2025Q3: 522,182 shares; 2025Q4: 512,312 shares; 2026Q1: 504,421 shares; 2026Q2: 499,222 shares; 2026Q3: 495,886 shares 495,886 $14.9M 6.18% -3,336 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,467 shares; 2025Q1: 73,374 shares; 2025Q2: 74,353 shares; 2025Q3: 73,199 shares; 2025Q4: 72,435 shares; 2026Q1: 72,707 shares; 2026Q2: 73,700 shares; 2026Q3: 73,396 shares 73,396 $14M 5.8% -304 Timeline AVLC 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; 2024Q4: 117,041 shares; 2025Q1: 122,688 shares; 2025Q2: 130,757 shares; 2025Q3: 133,214 shares; 2025Q4: 141,111 shares; 2026Q1: 142,261 shares; 2026Q2: 145,554 shares; 2026Q3: 144,311 shares 144,311 $13M 5.41% -1,243 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; 2024Q4: 49,818 shares; 2025Q1: 49,272 shares; 2025Q2: 47,316 shares; 2025Q3: 45,588 shares; 2025Q4: 336,039 shares; 2026Q1: 394,397 shares; 2026Q2: 409,014 shares; 2026Q3: 408,127 shares 408,127 $12.8M 5.33% -887 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 381,874 shares; 2025Q1: 385,730 shares; 2025Q2: 378,915 shares; 2025Q3: 328,838 shares; 2025Q4: 321,474 shares; 2026Q1: 311,018 shares; 2026Q2: 307,362 shares; 2026Q3: 289,548 shares 289,548 $11.7M 4.86% -17,814 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; 2024Q4: 286,245 shares; 2025Q1: 291,811 shares; 2025Q2: 283,772 shares; 2025Q3: 236,902 shares; 2025Q4: 230,042 shares; 2026Q1: 217,309 shares; 2026Q2: 213,972 shares; 2026Q3: 197,878 shares 197,878 $10.6M 4.42% -16,094 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,011 shares; 2025Q1: 24,931 shares; 2025Q2: 24,702 shares; 2025Q3: 24,702 shares; 2025Q4: 24,478 shares; 2026Q1: 24,276 shares; 2026Q2: 24,081 shares; 2026Q3: 23,950 shares 23,950 $9.97M 4.14% -131 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 303,464 shares; 2025Q1: 313,675 shares; 2025Q2: 314,361 shares; 2025Q3: 317,698 shares; 2025Q4: 353,318 shares; 2026Q1: 375,457 shares; 2026Q2: 393,504 shares; 2026Q3: 406,058 shares 406,058 $9.79M 4.07% +12,554 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,518 shares; 2025Q1: 25,183 shares; 2025Q2: 25,183 shares; 2025Q3: 87,794 shares; 2025Q4: 97,369 shares; 2026Q1: 97,731 shares; 2026Q2: 96,077 shares; 2026Q3: 93,161 shares 93,161 $9.68M 4.02% -2,916 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 323,475 shares; 2025Q1: 333,206 shares; 2025Q2: 330,359 shares; 2025Q3: 333,871 shares; 2025Q4: 375,573 shares; 2026Q1: 395,319 shares; 2026Q2: 409,478 shares; 2026Q3: 395,176 shares 395,176 $9.58M 3.98% -14,302 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 249,512 shares; 2025Q1: 258,850 shares; 2025Q2: 256,019 shares; 2025Q3: 258,904 shares; 2025Q4: 323,397 shares; 2026Q1: 343,504 shares; 2026Q2: 370,192 shares; 2026Q3: 375,506 shares 375,506 $9.37M 3.89% +5,314 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,447 shares; 2025Q1: 69,875 shares; 2025Q2: 73,037 shares; 2025Q3: 19,034 shares; 2025Q4: 13,185 shares; 2026Q1: 13,032 shares; 2026Q2: 17,898 shares; 2026Q3: 59,724 shares 59,724 $8.12M 3.37% +41,826 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 236,253 shares; 2025Q1: 264,206 shares; 2025Q2: 265,503 shares; 2025Q3: 268,254 shares; 2025Q4: 301,149 shares; 2026Q1: 321,596 shares; 2026Q2: 347,588 shares; 2026Q3: 353,129 shares 353,129 $8.01M 3.33% +5,541 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,829 shares; 2025Q1: 8,796 shares; 2025Q2: 8,587 shares; 2025Q3: 11,078 shares; 2025Q4: 293,682 shares; 2026Q1: 317,638 shares; 2026Q2: 348,528 shares; 2026Q3: 363,735 shares 363,735 $7.69M 3.19% +15,207 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; 2024Q4: 25,335 shares; 2025Q1: 23,828 shares; 2025Q2: 23,828 shares; 2025Q3: 23,239 shares; 2025Q4: 23,239 shares; 2026Q1: 23,039 shares; 2026Q2: 22,693 shares; 2026Q3: 106,023 shares 106,023 $7.49M 3.11% +83,330 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,056 shares; 2026Q3: 86,718 shares 86,718 $7.42M 3.08% +77,662 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; 2024Q4: 289,872 shares; 2025Q1: 277,118 shares; 2025Q2: 269,372 shares; 2025Q3: 256,272 shares; 2025Q4: 251,998 shares; 2026Q1: 236,587 shares; 2026Q2: 234,223 shares; 2026Q3: 233,343 shares 233,343 $6.84M 2.84% -880 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,746 shares; 2025Q1: 43,988 shares; 2025Q2: 45,776 shares; 2025Q3: 32,344 shares; 2025Q4: 22,242 shares; 2026Q1: 21,606 shares; 2026Q2: 21,596 shares; 2026Q3: 21,437 shares 21,437 $5.96M 2.47% -159 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; 2024Q4: 157,733 shares; 2025Q1: 155,797 shares; 2025Q2: 155,596 shares; 2025Q3: 154,124 shares; 2025Q4: 153,567 shares; 2026Q1: 152,321 shares; 2026Q2: 150,647 shares; 2026Q3: 148,472 shares 148,472 $5.33M 2.22% -2,175 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,557 shares; 2025Q1: 23,048 shares; 2025Q2: 23,051 shares; 2025Q3: 22,384 shares; 2025Q4: 21,356 shares; 2026Q1: 21,157 shares; 2026Q2: 20,914 shares; 2026Q3: 20,905 shares 20,905 $4.77M 1.98% -9 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; 2024Q4: 8,934 shares; 2025Q1: 8,888 shares; 2025Q2: 8,825 shares; 2025Q3: 8,802 shares; 2025Q4: 8,695 shares; 2026Q1: 8,658 shares; 2026Q2: 51,716 shares; 2026Q3: 51,202 shares 51,202 $4.61M 1.92% -514 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,336 shares; 2025Q1: 5,316 shares; 2025Q2: 5,308 shares; 2025Q3: 5,221 shares; 2025Q4: 5,153 shares; 2026Q1: 5,147 shares; 2026Q2: 5,070 shares; 2026Q3: 4,924 shares 4,924 $3.77M 1.57% -146 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,793 shares; 2025Q1: 19,793 shares; 2025Q2: 19,587 shares; 2025Q3: 19,587 shares; 2025Q4: 19,587 shares; 2026Q1: 19,010 shares; 2026Q2: 19,010 shares; 2026Q3: 19,010 shares 19,010 $2.74M 1.14% 0 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; 2024Q4: 102,754 shares; 2025Q1: 100,338 shares; 2025Q2: 100,338 shares; 2025Q3: 96,257 shares; 2025Q4: 95,856 shares; 2026Q1: 93,974 shares; 2026Q2: 92,332 shares; 2026Q3: 91,947 shares 91,947 $2.53M 1.05% -385 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,670 shares; 2025Q1: 34,289 shares; 2025Q2: 34,225 shares; 2025Q3: 33,995 shares; 2025Q4: 33,220 shares; 2026Q1: 32,541 shares; 2026Q2: 31,756 shares; 2026Q3: 31,756 shares 31,756 $2.28M 0.95% 0 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; 2024Q4: 62,843 shares; 2025Q1: 60,305 shares; 2025Q2: 59,777 shares; 2025Q3: 57,968 shares; 2025Q4: 57,743 shares; 2026Q1: 55,897 shares; 2026Q2: 55,897 shares; 2026Q3: 55,897 shares 55,897 $1.82M 0.76% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,017 shares; 2025Q1: 12,808 shares; 2025Q2: 12,230 shares; 2025Q3: 12,150 shares; 2025Q4: 12,028 shares; 2026Q1: 11,971 shares; 2026Q2: 11,600 shares; 2026Q3: 11,542 shares 11,542 $1.64M 0.68% -58 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,574 shares; 2025Q1: 37,358 shares; 2025Q2: 3,416 shares; 2025Q3: 3,371 shares; 2025Q4: 3,222 shares; 2026Q1: 3,122 shares; 2026Q2: 3,114 shares; 2026Q3: 3,076 shares 3,076 $1.18M 0.49% -38 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,738 shares; 2025Q3: 75,167 shares; 2025Q4: 19,453 shares; 2026Q1: 7,174 shares; 2026Q2: 6,957 shares; 2026Q3: 6,497 shares 6,497 $1.05M 0.43% -460 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; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,509 shares; 2025Q4: 1,479 shares; 2026Q1: 1,479 shares; 2026Q2: 1,479 shares; 2026Q3: 1,438 shares 1,438 $1.01M 0.42% -41 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 1,042 shares; 2025Q3: 19,449 shares; 2025Q4: 25,169 shares; 2026Q1: 25,158 shares; 2026Q2: 92,159 shares; 2026Q3: 12,412 shares 12,412 $973K 0.4% -79,747 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,867 shares; 2025Q1: 4,867 shares; 2025Q2: 4,867 shares; 2025Q3: 4,867 shares; 2025Q4: 4,867 shares; 2026Q1: 4,867 shares; 2026Q2: 4,867 shares; 2026Q3: 4,867 shares 4,867 $904K 0.38% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 11,450 shares; 2025Q4: 27,270 shares; 2026Q1: 28,042 shares; 2026Q2: 25,635 shares; 2026Q3: 3,069 shares 3,069 $873K 0.36% -22,566 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 3,652 shares; 2026Q3: 3,652 shares 3,652 $457K 0.19% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,647 shares; 2025Q1: 2,647 shares; 2025Q2: 2,647 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares; 2026Q1: 2,572 shares; 2026Q2: 2,572 shares; 2026Q3: 2,535 shares 2,535 $400K 0.17% -37 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; 2024Q4: 3,596 shares; 2025Q1: 3,685 shares; 2025Q2: 3,685 shares; 2025Q3: 4,984 shares; 2025Q4: 5,068 shares; 2026Q1: 5,068 shares; 2026Q2: 5,068 shares; 2026Q3: 5,068 shares 5,068 $292K 0.12% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,580 shares 13,580 $272K 0.11% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares; 2026Q2: 2,240 shares; 2026Q3: 2,240 shares 2,240 $246K 0.1% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,067 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares; 2026Q3: 1,030 shares 1,030 $235K 0.1% 0 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,003 shares; 2025Q1: 1,955 shares; 2025Q2: 1,955 shares; 2025Q3: 1,955 shares; 2025Q4: 3,879 shares; 2026Q1: 3,917 shares; 2026Q2: 3,917 shares; 2026Q3: 3,934 shares 3,934 $211K 0.09% +17 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,863 shares; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares; 2026Q1: 1,538 shares; 2026Q2: 1,538 shares; 2026Q3: 1,538 shares 1,538 $197K 0.08% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares; 2026Q2: 811 shares; 2026Q3: 811 shares 811 $187K 0.08% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,040 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $180K 0.07% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,289 shares; 2025Q1: 5,289 shares; 2025Q2: 5,289 shares; 2025Q3: 5,289 shares; 2025Q4: 5,289 shares; 2026Q1: 5,289 shares; 2026Q2: 5,289 shares; 2026Q3: 5,289 shares 5,289 $176K 0.07% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,980 shares; 2025Q1: 2,763 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,774 shares; 2026Q1: 2,776 shares; 2026Q2: 2,776 shares; 2026Q3: 2,776 shares 2,776 $162K 0.07% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,215 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,215 shares; 2026Q1: 3,215 shares; 2026Q2: 3,215 shares; 2026Q3: 3,215 shares 3,215 $161K 0.07% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,050 shares; 2025Q1: 969 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 978 shares; 2026Q1: 978 shares; 2026Q2: 981 shares; 2026Q3: 981 shares 981 $153K 0.06% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,140 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares; 2026Q2: 1,105 shares; 2026Q3: 1,105 shares 1,105 $152K 0.06% 0 Timeline VIOG 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; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares; 2026Q2: 1,094 shares; 2026Q3: 1,094 shares 1,094 $151K 0.06% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares; 2026Q2: 419 shares; 2026Q3: 419 shares 419 $150K 0.06% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 747 shares; 2026Q1: 654 shares; 2026Q2: 564 shares; 2026Q3: 428 shares 428 $145K 0.06% -136 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 718 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 658 shares; 2026Q2: 658 shares; 2026Q3: 658 shares 658 $142K 0.06% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 483 shares; 2026Q2: 483 shares; 2026Q3: 572 shares 572 $142K 0.06% +89 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,344 shares; 2025Q1: 3,344 shares; 2025Q2: 3,344 shares; 2025Q3: 3,344 shares; 2025Q4: 3,344 shares; 2026Q1: 3,344 shares; 2026Q2: 3,344 shares; 2026Q3: 3,344 shares 3,344 $141K 0.06% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,784 shares; 2025Q1: 2,784 shares; 2025Q2: 2,816 shares; 2025Q3: 2,839 shares; 2025Q4: 2,839 shares; 2026Q1: 2,839 shares; 2026Q2: 2,848 shares; 2026Q3: 2,848 shares 2,848 $139K 0.06% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 1,038 shares; 2026Q2: 1,038 shares; 2026Q3: 1,038 shares 1,038 $111K 0.05% 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; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111 $84.6K 0.04% 0 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 643 shares; 2026Q2: 643 shares; 2026Q3: 643 shares 643 $82.3K 0.03% 0 Timeline UPGD 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; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares; 2026Q2: 245 shares; 2026Q3: 245 shares 245 $81.1K 0.03% 0 Timeline 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; 2024Q4: 1,738 shares; 2025Q1: 1,738 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares; 2026Q1: 1,738 shares; 2026Q2: 1,738 shares; 2026Q3: 1,738 shares 1,738 $77.3K 0.03% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares; 2026Q3: 44 shares 44 $42K 0.02% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 447 shares 447 $34K 0.01% new Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 200 shares 200 $32.5K 0.01% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 77 shares; 2026Q3: 77 shares 77 $27.2K 0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares; 2026Q3: 116 shares 116 $26.8K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares; 2026Q3: 62 shares 62 $19.4K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 167 shares 167 $16.9K 0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $14.3K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 397 shares; 2025Q1: 351 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 197 shares; 2026Q3: 121 shares 121 $11.7K <0.01% -76 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 72 shares 72 $11.6K <0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares; 2026Q3: 145 shares 145 $11K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50 shares 50 $10.5K <0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 86 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40 $9.91K <0.01% 0 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 144 shares 144 $9.28K <0.01% new Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $9.11K <0.01% 0 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; 2024Q4: 752 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 356 shares; 2026Q3: 356 shares 356 $8.49K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares; 2026Q3: 204 shares 204 $7.87K <0.01% 0 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $7.21K <0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $5.62K <0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 42 shares 42 $5.28K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares; 2026Q3: 101 shares 101 $3.05K <0.01% 0 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; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 11 shares 11 $2.15K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $1.55K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $282 <0.01% 0 Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $32 <0.01% 0 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 0 shares; 2026Q3: 0 shares 0 $7 <0.01% 0 Amount filed as zero, left out of ratios. 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