CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,099,636 shares; 2024Q4: 1,150,330 shares; 2025Q1: 1,193,825 shares; 2025Q2: 1,271,734 shares; 2025Q3: 1,348,117 shares; 2025Q4: 1,400,492 shares; 2026Q1: 1,477,118 shares; 2026Q2: 1,459,504 shares 1,459,504 $61.8M 7.85% -17,614 Timeline DFAW 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: 497,316 shares; 2024Q4: 513,998 shares; 2025Q1: 525,915 shares; 2025Q2: 583,061 shares; 2025Q3: 618,147 shares; 2025Q4: 640,351 shares; 2026Q1: 648,037 shares; 2026Q2: 658,572 shares 658,572 $54.5M 6.92% +10,535 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,467,032 shares; 2024Q4: 718,311 shares; 2025Q1: 792,066 shares; 2025Q2: 1,509,372 shares; 2025Q3: 1,575,987 shares; 2025Q4: 1,614,578 shares; 2026Q1: 1,687,869 shares; 2026Q2: 1,719,394 shares 1,719,394 $52.5M 6.67% +31,525 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: 854,479 shares; 2024Q4: 827,233 shares; 2025Q1: 697,499 shares; 2025Q2: 758,098 shares; 2025Q3: 791,251 shares; 2025Q4: 808,487 shares; 2026Q1: 759,867 shares; 2026Q2: 756,692 shares 756,692 $39.9M 5.07% -3,175 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,067 shares; 2024Q4: 218,403 shares; 2025Q1: 221,977 shares; 2025Q2: 229,685 shares; 2025Q3: 232,118 shares; 2025Q4: 232,020 shares; 2026Q1: 211,491 shares; 2026Q2: 206,718 shares 206,718 $39.6M 5.03% -4,773 Timeline AVEM 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: 412,213 shares; 2024Q4: 412,400 shares; 2025Q1: 425,726 shares; 2025Q2: 424,032 shares; 2025Q3: 437,429 shares; 2025Q4: 435,321 shares; 2026Q1: 410,855 shares; 2026Q2: 402,768 shares 402,768 $38.9M 4.94% -8,087 Timeline JBND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498,856 shares; 2026Q1: 699,517 shares; 2026Q2: 719,463 shares 719,463 $38.5M 4.89% +19,946 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445,768 shares; 2024Q4: 452,183 shares; 2025Q1: 459,689 shares; 2025Q2: 464,826 shares; 2025Q3: 491,232 shares; 2025Q4: 510,658 shares; 2026Q1: 534,709 shares; 2026Q2: 557,358 shares 557,358 $33.4M 4.24% +22,649 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: 21,197 shares; 2024Q4: 20,311 shares; 2025Q1: 388,776 shares; 2025Q2: 513,725 shares; 2025Q3: 540,009 shares; 2025Q4: 463,471 shares; 2026Q1: 590,921 shares; 2026Q2: 653,370 shares 653,370 $32.8M 4.17% +62,449 Timeline JAVA 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: 260,323 shares; 2024Q4: 263,203 shares; 2025Q1: 311,189 shares; 2025Q2: 334,644 shares; 2025Q3: 351,972 shares; 2025Q4: 362,453 shares; 2026Q1: 368,316 shares; 2026Q2: 374,162 shares 374,162 $29.7M 3.77% +5,846 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: 457,993 shares; 2024Q4: 473,288 shares; 2025Q1: 482,687 shares; 2025Q2: 536,724 shares; 2025Q3: 596,664 shares; 2025Q4: 602,225 shares; 2026Q1: 672,971 shares; 2026Q2: 692,349 shares 692,349 $28.9M 3.67% +19,378 Timeline JGLO 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: not reported; 2024Q4: not reported; 2025Q1: 271,463 shares; 2025Q2: 294,736 shares; 2025Q3: 307,397 shares; 2025Q4: 317,216 shares; 2026Q1: 334,171 shares; 2026Q2: 340,971 shares 340,971 $24.3M 3.08% +6,800 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: 231,759 shares; 2024Q4: 237,244 shares; 2025Q1: 241,364 shares; 2025Q2: 232,278 shares; 2025Q3: 248,246 shares; 2025Q4: 259,385 shares; 2026Q1: 251,875 shares; 2026Q2: 253,772 shares 253,772 $23.1M 2.94% +1,897 Timeline JGRO 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: 166,771 shares; 2024Q4: 168,478 shares; 2025Q1: 170,402 shares; 2025Q2: 182,309 shares; 2025Q3: 188,272 shares; 2025Q4: 192,536 shares; 2026Q1: 211,610 shares; 2026Q2: 213,622 shares 213,622 $21.1M 2.67% +2,012 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,220 shares; 2024Q4: 153,495 shares; 2025Q1: 137,253 shares; 2025Q2: 140,718 shares; 2025Q3: 150,029 shares; 2025Q4: 157,087 shares; 2026Q1: 154,197 shares; 2026Q2: 155,141 shares 155,141 $19.4M 2.46% +944 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: 94,161 shares; 2024Q4: 90,778 shares; 2025Q1: 95,484 shares; 2025Q2: 93,866 shares; 2025Q3: 94,782 shares; 2025Q4: 66,219 shares; 2026Q1: 65,350 shares; 2026Q2: 65,190 shares 65,190 $18.9M 2.4% -160 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,948 shares; 2024Q4: 228,568 shares; 2025Q1: 217,363 shares; 2025Q2: 232,516 shares; 2025Q3: 230,763 shares; 2025Q4: 229,222 shares; 2026Q1: 201,083 shares; 2026Q2: 192,286 shares 192,286 $14.5M 1.85% -8,797 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: 21,866 shares; 2024Q4: 21,877 shares; 2025Q1: 22,033 shares; 2025Q2: 20,661 shares; 2025Q3: 21,709 shares; 2025Q4: 22,396 shares; 2026Q1: 22,884 shares; 2026Q2: 23,086 shares 23,086 $11.6M 1.47% +202 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: 130,256 shares; 2024Q4: 387,494 shares; 2025Q1: 383,879 shares; 2025Q2: 377,760 shares; 2025Q3: 377,205 shares; 2025Q4: 374,530 shares; 2026Q1: 352,270 shares; 2026Q2: 347,092 shares 347,092 $10.8M 1.37% -5,178 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: 149,534 shares; 2024Q4: 298,232 shares; 2025Q1: 286,598 shares; 2025Q2: 290,758 shares; 2025Q3: 290,110 shares; 2025Q4: 295,147 shares; 2026Q1: 284,663 shares; 2026Q2: 281,940 shares 281,940 $10.7M 1.36% -2,723 Timeline PRF 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: 206,197 shares; 2024Q4: 205,599 shares; 2025Q1: 203,755 shares; 2025Q2: 200,501 shares; 2025Q3: 200,621 shares; 2025Q4: 199,409 shares; 2026Q1: 191,899 shares; 2026Q2: 190,590 shares 190,590 $10.3M 1.31% -1,309 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: 27,385 shares; 2024Q4: 27,374 shares; 2025Q1: 27,868 shares; 2025Q2: 27,583 shares; 2025Q3: 31,300 shares; 2025Q4: 30,365 shares; 2026Q1: 28,724 shares; 2026Q2: 27,541 shares 27,541 $9.84M 1.25% -1,183 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: 24,776 shares; 2024Q4: 23,831 shares; 2025Q1: 26,247 shares; 2025Q2: 24,884 shares; 2025Q3: 25,355 shares; 2025Q4: 25,799 shares; 2026Q1: 25,075 shares; 2026Q2: 25,453 shares 25,453 $9.22M 1.17% +378 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: 27,117 shares; 2024Q4: 27,090 shares; 2025Q1: 27,734 shares; 2025Q2: 26,757 shares; 2025Q3: 28,565 shares; 2025Q4: 27,531 shares; 2026Q1: 26,804 shares; 2026Q2: 25,885 shares 25,885 $9.15M 1.16% -919 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: 38,743 shares; 2024Q4: 38,399 shares; 2025Q1: 41,556 shares; 2025Q2: 39,808 shares; 2025Q3: 42,583 shares; 2025Q4: 41,920 shares; 2026Q1: 38,637 shares; 2026Q2: 38,248 shares 38,248 $9.12M 1.16% -389 Timeline PRFZ 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: 171,081 shares; 2024Q4: 170,241 shares; 2025Q1: 161,572 shares; 2025Q2: 164,608 shares; 2025Q3: 164,230 shares; 2025Q4: 163,370 shares; 2026Q1: 156,382 shares; 2026Q2: 153,664 shares 153,664 $8.57M 1.09% -2,718 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: 9,797 shares; 2024Q4: 9,443 shares; 2025Q1: 9,979 shares; 2025Q2: 8,701 shares; 2025Q3: 8,972 shares; 2025Q4: 8,518 shares; 2026Q1: 8,946 shares; 2026Q2: 8,854 shares 8,854 $8.28M 1.05% -92 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: 25,159 shares; 2024Q4: 24,968 shares; 2025Q1: 25,027 shares; 2025Q2: 23,351 shares; 2025Q3: 23,500 shares; 2025Q4: 23,436 shares; 2026Q1: 25,024 shares; 2026Q2: 25,081 shares 25,081 $8.21M 1.04% +57 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,710 shares; 2025Q3: 27,539 shares; 2025Q4: 27,620 shares; 2026Q1: 27,114 shares; 2026Q2: 26,377 shares 26,377 $6.54M 0.83% -737 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: 10,378 shares; 2024Q4: 10,467 shares; 2025Q1: 10,397 shares; 2025Q2: 10,177 shares; 2025Q3: 10,370 shares; 2025Q4: 10,470 shares; 2026Q1: 10,286 shares; 2026Q2: 10,304 shares 10,304 $6.54M 0.83% +18 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,873 shares; 2024Q4: 131,686 shares; 2025Q1: 131,571 shares; 2025Q2: 133,098 shares; 2025Q3: 132,990 shares; 2025Q4: 127,322 shares; 2026Q1: 123,101 shares; 2026Q2: 122,971 shares 122,971 $5.89M 0.75% -130 Timeline SROI CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,879 shares; 2024Q4: 158,171 shares; 2025Q1: 157,813 shares; 2025Q2: 156,969 shares; 2025Q3: 156,901 shares; 2025Q4: 151,138 shares; 2026Q1: 154,437 shares; 2026Q2: 153,958 shares 153,958 $5.76M 0.73% -479 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,105 shares; 2024Q4: 47,020 shares; 2025Q1: 46,539 shares; 2025Q2: 43,987 shares; 2025Q3: 44,734 shares; 2025Q4: 45,121 shares; 2026Q1: 43,738 shares; 2026Q2: 43,432 shares 43,432 $5.49M 0.7% -306 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,894 shares; 2024Q4: 13,491 shares; 2025Q1: 16,967 shares; 2025Q2: 12,263 shares; 2025Q3: 12,570 shares; 2025Q4: 12,662 shares; 2026Q1: 13,016 shares; 2026Q2: 13,371 shares 13,371 $5.32M 0.68% +355 Timeline CB CHUBB LIMITED More: the full row for CHUBB 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: not reported; 2025Q4: not reported; 2026Q1: 13,749 shares; 2026Q2: 15,328 shares 15,328 $5.22M 0.66% +1,579 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: 29,454 shares; 2024Q4: 27,926 shares; 2025Q1: 31,376 shares; 2025Q2: 31,025 shares; 2025Q3: 32,037 shares; 2025Q4: 33,137 shares; 2026Q1: 31,069 shares; 2026Q2: 30,725 shares 30,725 $5.09M 0.65% -344 Timeline JCAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,115 shares 97,115 $4.89M 0.62% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,734 shares; 2025Q1: 4,737 shares; 2025Q2: 4,633 shares; 2025Q3: 4,640 shares; 2025Q4: 4,723 shares; 2026Q1: 4,817 shares; 2026Q2: 4,879 shares 4,879 $4.69M 0.6% +62 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,135 shares; 2024Q4: 168,831 shares; 2025Q1: 170,864 shares; 2025Q2: 163,051 shares; 2025Q3: 164,216 shares; 2025Q4: 160,039 shares; 2026Q1: 178,517 shares; 2026Q2: 179,508 shares 179,508 $4.49M 0.57% +991 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,001 shares; 2024Q4: 28,446 shares; 2025Q1: 33,410 shares; 2025Q2: 36,664 shares; 2025Q3: 38,195 shares; 2025Q4: 30,206 shares; 2026Q1: 41,717 shares; 2026Q2: 42,989 shares 42,989 $4.39M 0.56% +1,272 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: 35,776 shares; 2024Q4: 32,919 shares; 2025Q1: 35,714 shares; 2025Q2: 37,018 shares; 2025Q3: 37,238 shares; 2025Q4: 38,681 shares; 2026Q1: 39,388 shares; 2026Q2: 39,717 shares 39,717 $3.82M 0.49% +329 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: 15,255 shares; 2024Q4: 15,198 shares; 2025Q1: 15,251 shares; 2025Q2: 15,558 shares; 2025Q3: 16,118 shares; 2025Q4: 15,936 shares; 2026Q1: 17,600 shares; 2026Q2: 19,326 shares 19,326 $3.03M 0.38% +1,726 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,480 shares; 2024Q4: 54,407 shares; 2025Q1: 53,913 shares; 2025Q2: 59,224 shares; 2025Q3: 59,006 shares; 2025Q4: 56,291 shares; 2026Q1: 54,506 shares; 2026Q2: 54,209 shares 54,209 $2.83M 0.36% -297 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,972 shares; 2024Q4: 19,627 shares; 2025Q1: 19,822 shares; 2025Q2: 20,110 shares; 2025Q3: 20,095 shares; 2025Q4: 19,099 shares; 2026Q1: 18,970 shares; 2026Q2: 18,936 shares 18,936 $2.7M 0.34% -34 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: 40,152 shares; 2024Q4: 19,423 shares; 2025Q1: 45,418 shares; 2025Q2: 57,947 shares; 2025Q3: 59,131 shares; 2025Q4: 25,958 shares; 2026Q1: 61,462 shares; 2026Q2: 62,799 shares 62,799 $2.58M 0.33% +1,337 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: 5,238 shares; 2024Q4: 5,739 shares; 2025Q1: 7,479 shares; 2025Q2: 6,381 shares; 2025Q3: 7,005 shares; 2025Q4: 7,121 shares; 2026Q1: 6,466 shares; 2026Q2: 6,572 shares 6,572 $2.45M 0.31% +106 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares 1,333 $1.29M 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,895 shares; 2025Q4: 17,696 shares; 2026Q1: 27,325 shares; 2026Q2: 25,461 shares 25,461 $1.17M 0.15% -1,864 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: 6,053 shares; 2024Q4: 8,738 shares; 2025Q1: 10,281 shares; 2025Q2: 5,981 shares; 2025Q3: 5,983 shares; 2025Q4: 6,059 shares; 2026Q1: 7,515 shares; 2026Q2: 7,779 shares 7,779 $1.06M 0.14% +264 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 450 shares; 2025Q1: 494 shares; 2025Q2: 490 shares; 2025Q3: 495 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 530 shares 530 $1.05M 0.13% +40 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: not reported; 2024Q4: 17,929 shares; 2025Q1: 17,984 shares; 2025Q2: 18,975 shares; 2025Q3: 18,687 shares; 2025Q4: 18,742 shares; 2026Q1: 31,397 shares; 2026Q2: 33,314 shares 33,314 $980K 0.12% +1,917 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,795 shares 6,795 $949K 0.12% 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: 2,757 shares; 2024Q4: 2,757 shares; 2025Q1: 2,767 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares; 2026Q2: 2,742 shares 2,742 $941K 0.12% +22 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: 4,725 shares; 2024Q4: 4,185 shares; 2025Q1: 5,459 shares; 2025Q2: 1,337 shares; 2025Q3: 1,320 shares; 2025Q4: 1,304 shares; 2026Q1: 1,122 shares; 2026Q2: 1,089 shares 1,089 $815K 0.1% -33 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,612 shares; 2025Q1: 2,844 shares; 2025Q2: 1,626 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares; 2026Q1: 1,614 shares; 2026Q2: 9,084 shares 9,084 $782K 0.1% +7,470 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: 1,263 shares; 2025Q4: 1,593 shares; 2026Q1: 1,601 shares; 2026Q2: 1,601 shares 1,601 $765K 0.1% 0 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: not reported; 2024Q4: 4,300 shares; 2025Q1: 7,493 shares; 2025Q2: 3,570 shares; 2025Q3: 3,570 shares; 2025Q4: 3,570 shares; 2026Q1: 3,520 shares; 2026Q2: 3,380 shares 3,380 $737K 0.09% -140 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,428 shares; 2026Q1: 2,428 shares; 2026Q2: 2,428 shares 2,428 $620K 0.08% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,208 shares; 2024Q4: 31,038 shares; 2025Q1: 30,362 shares; 2025Q2: 8,368 shares; 2025Q3: 8,306 shares; 2025Q4: 8,243 shares; 2026Q1: 8,249 shares; 2026Q2: 8,066 shares 8,066 $619K 0.08% -183 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: 433 shares; 2024Q4: 508 shares; 2025Q1: 650 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $609K 0.08% 0 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI 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: 55,000 shares; 2025Q4: 55,000 shares; 2026Q1: 55,000 shares; 2026Q2: 55,000 shares 55,000 $604K 0.08% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,115 shares; 2024Q4: 4,188 shares; 2025Q1: 4,243 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares; 2026Q2: 2,975 shares 2,975 $603K 0.08% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,190 shares; 2025Q1: 2,833 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares; 2026Q2: 4,760 shares 4,760 $591K 0.08% +3,570 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 1,982 shares; 2025Q1: 5,666 shares; 2025Q2: 2,445 shares; 2025Q3: 2,633 shares; 2025Q4: 2,593 shares; 2026Q1: 2,606 shares; 2026Q2: 2,694 shares 2,694 $539K 0.07% +88 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 3,000 shares; 2026Q2: 3,000 shares 3,000 $527K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,040 shares; 2025Q4: 5,040 shares; 2026Q1: 5,040 shares; 2026Q2: 5,040 shares 5,040 $524K 0.07% 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; 2024Q3: not reported; 2024Q4: 1,250 shares; 2025Q1: 1,624 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,265 shares; 2026Q2: 1,317 shares 1,317 $498K 0.06% +52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares 9,500 $493K 0.06% 0 Timeline JMUB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,907 shares; 2025Q4: 6,989 shares; 2026Q1: 8,748 shares; 2026Q2: 9,414 shares 9,414 $477K 0.06% +666 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: 13,243 shares; 2024Q4: 13,306 shares; 2025Q1: 14,225 shares; 2025Q2: 13,306 shares; 2025Q3: 13,306 shares; 2025Q4: 13,306 shares; 2026Q1: 13,306 shares; 2026Q2: 13,306 shares 13,306 $425K 0.05% 0 Timeline JEPQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $393K 0.05% 0 Timeline AVGE 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: 3,725 shares; 2024Q4: 3,435 shares; 2025Q1: 3,781 shares; 2025Q2: 3,659 shares; 2025Q3: 3,639 shares; 2025Q4: 3,786 shares; 2026Q1: 3,756 shares; 2026Q2: 3,907 shares 3,907 $387K 0.05% +151 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166 shares 166 $377K 0.05% new Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares; 2026Q2: 40,000 shares 40,000 $373K 0.05% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,551 shares; 2025Q1: 3,551 shares; 2025Q2: 3,318 shares; 2025Q3: 3,318 shares; 2025Q4: 3,318 shares; 2026Q1: 3,318 shares; 2026Q2: 3,318 shares 3,318 $355K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: 5,342 shares; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 1,379 shares; 2026Q1: 1,372 shares; 2026Q2: 1,393 shares 1,393 $354K 0.04% +21 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: 22,982 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,281 shares; 2025Q4: 4,109 shares; 2026Q1: 4,219 shares; 2026Q2: 4,218 shares 4,218 $349K 0.04% -1 Timeline IWD 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: 1,434 shares; 2025Q1: 3,320 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,434 shares; 2026Q1: 1,434 shares; 2026Q2: 1,434 shares 1,434 $348K 0.04% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761 shares; 2024Q4: 550 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 651 shares; 2025Q4: 644 shares; 2026Q1: 644 shares; 2026Q2: 644 shares 644 $339K 0.04% 0 Timeline DWM 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: 4,887 shares; 2025Q1: 4,887 shares; 2025Q2: 4,887 shares; 2025Q3: 4,887 shares; 2025Q4: 4,887 shares; 2026Q1: 4,887 shares; 2026Q2: 4,587 shares 4,587 $336K 0.04% -300 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,023 shares; 2025Q4: 3,463 shares; 2026Q1: 3,463 shares; 2026Q2: 3,463 shares 3,463 $334K 0.04% 0 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: 6,047 shares; 2024Q4: 5,627 shares; 2025Q1: 5,480 shares; 2025Q2: 4,974 shares; 2025Q3: 4,944 shares; 2025Q4: 4,894 shares; 2026Q1: 4,018 shares; 2026Q2: 3,888 shares 3,888 $326K 0.04% -130 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $319K 0.04% new 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: 5,428 shares; 2024Q4: 5,428 shares; 2025Q1: 5,428 shares; 2025Q2: 5,454 shares; 2025Q3: 5,454 shares; 2025Q4: 5,454 shares; 2026Q1: 5,278 shares; 2026Q2: 5,278 shares 5,278 $311K 0.04% 0 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: 16,279 shares; 2024Q4: 16,047 shares; 2025Q1: 15,286 shares; 2025Q2: 1,306 shares; 2025Q3: 586 shares; 2025Q4: 591 shares; 2026Q1: 719 shares; 2026Q2: 730 shares 730 $307K 0.04% +11 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 3,268 shares; 2026Q2: 3,408 shares 3,408 $304K 0.04% +140 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 401 shares 401 $290K 0.04% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,512 shares 1,512 $287K 0.04% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,720 shares; 2024Q4: 22,504 shares; 2025Q1: 22,685 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,849 shares; 2026Q1: 1,809 shares; 2026Q2: 1,809 shares 1,809 $286K 0.04% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 649 shares; 2025Q1: 1,044 shares; 2025Q2: 420 shares; 2025Q3: 735 shares; 2025Q4: 524 shares; 2026Q1: 520 shares; 2026Q2: 503 shares 503 $283K 0.04% -17 Timeline AVMA 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: 3,324 shares; 2025Q3: not reported; 2025Q4: 3,362 shares; 2026Q1: 3,674 shares; 2026Q2: 3,729 shares 3,729 $272K 0.03% +55 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,252 shares; 2026Q2: 2,319 shares 2,319 $271K 0.03% +67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 920 shares 920 $270K 0.03% new Timeline BYLD 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: 11,545 shares 11,545 $261K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 535 shares; 2025Q1: 540 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $248K 0.03% 0 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: not reported; 2026Q1: not reported; 2026Q2: 2,387 shares 2,387 $240K 0.03% new Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,264 shares; 2024Q4: 8,264 shares; 2025Q1: 8,264 shares; 2025Q2: 8,264 shares; 2025Q3: 8,264 shares; 2025Q4: 8,264 shares; 2026Q1: 8,264 shares; 2026Q2: 8,264 shares 8,264 $240K 0.03% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,037 shares 2,037 $239K 0.03% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,127 shares 4,127 $231K 0.03% new 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: 2,959 shares; 2024Q4: 8,244 shares; 2025Q1: 8,013 shares; 2025Q2: 7,340 shares; 2025Q3: 7,280 shares; 2025Q4: 7,204 shares; 2026Q1: not reported; 2026Q2: 6,062 shares 6,062 $224K 0.03% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,245 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 774 shares; 2026Q1: not reported; 2026Q2: 784 shares 784 $220K 0.03% new Timeline AYI ACUITY INC More: the full row for ACUITY 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: 583 shares; 2025Q4: 583 shares; 2026Q1: not reported; 2026Q2: 583 shares 583 $220K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,179 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,439 shares 1,439 $213K 0.03% new Timeline PPIH PERMA-PIPE INTL HLDGS INC More: the full row for PERMA-PIPE INTL 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: 7,793 shares; 2026Q1: 7,793 shares; 2026Q2: 7,793 shares 7,793 $212K 0.03% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 922 shares; 2025Q1: 2,075 shares; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 922 shares 922 $209K 0.03% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 2,904 shares 2,904 $201K 0.03% new Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL 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: 10,865 shares; 2026Q2: 10,865 shares 10,865 $110K 0.01% 0 Timeline