SPAB 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: 928,842 shares; 2024Q4: 1,085,708 shares; 2025Q1: 1,101,991 shares; 2025Q2: 1,137,370 shares; 2025Q3: 1,204,551 shares; 2025Q4: 1,335,148 shares; 2026Q1: 1,362,580 shares; 2026Q2: 1,431,245 shares 1,431,245 $36.5M 18.42% +68,665 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: 273,016 shares; 2024Q4: 285,534 shares; 2025Q1: 285,815 shares; 2025Q2: 273,979 shares; 2025Q3: 265,834 shares; 2025Q4: 261,908 shares; 2026Q1: 259,409 shares; 2026Q2: 254,325 shares 254,325 $26.4M 13.32% -5,084 Timeline SPYM 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: 275,204 shares; 2024Q4: 271,298 shares; 2025Q1: 273,147 shares; 2025Q2: 290,740 shares; 2025Q3: 289,128 shares; 2025Q4: 290,173 shares; 2026Q1: 286,492 shares; 2026Q2: 287,849 shares 287,849 $25.3M 12.76% +1,357 Timeline QEFA 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; 2024Q3: 115,428 shares; 2024Q4: 129,369 shares; 2025Q1: 133,686 shares; 2025Q2: 134,752 shares; 2025Q3: 140,530 shares; 2025Q4: 147,301 shares; 2026Q1: 144,959 shares; 2026Q2: 149,823 shares 149,823 $14.4M 7.25% +4,864 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: 16,835 shares; 2024Q4: 15,940 shares; 2025Q1: 15,843 shares; 2025Q2: 16,029 shares; 2025Q3: 15,550 shares; 2025Q4: 15,057 shares; 2026Q1: 15,052 shares; 2026Q2: 14,703 shares 14,703 $11M 5.55% -349 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,549 shares; 2025Q3: 73,089 shares; 2025Q4: 195,019 shares; 2026Q1: 303,552 shares; 2026Q2: 302,989 shares 302,989 $9.09M 4.59% -563 Timeline SPLB 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: 169,298 shares; 2025Q3: 352,979 shares; 2025Q4: 369,153 shares; 2026Q1: 380,894 shares; 2026Q2: 394,040 shares 394,040 $8.83M 4.45% +13,146 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,661 shares; 2024Q4: 71,552 shares; 2025Q1: 70,908 shares; 2025Q2: 69,431 shares; 2025Q3: 69,801 shares; 2025Q4: 70,374 shares; 2026Q1: 69,056 shares; 2026Q2: 70,480 shares 70,480 $8.08M 4.07% +1,424 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,785 shares; 2024Q4: 46,977 shares; 2025Q1: 46,327 shares; 2025Q2: 45,510 shares; 2025Q3: 43,274 shares; 2025Q4: 33,166 shares; 2026Q1: 33,061 shares; 2026Q2: 32,282 shares 32,282 $7.83M 3.95% -779 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: 13,510 shares; 2025Q1: 15,918 shares; 2025Q2: 16,388 shares; 2025Q3: 19,285 shares; 2025Q4: 20,531 shares; 2026Q1: 31,736 shares; 2026Q2: 35,671 shares 35,671 $7.77M 3.92% +3,935 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,829 shares; 2025Q3: 65,230 shares; 2025Q4: 60,824 shares; 2026Q1: 66,639 shares; 2026Q2: 69,156 shares 69,156 $6.96M 3.51% +2,517 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,897 shares; 2024Q4: 81,066 shares; 2025Q1: 80,516 shares; 2025Q2: 82,650 shares; 2025Q3: 87,862 shares; 2025Q4: 91,242 shares; 2026Q1: 95,660 shares; 2026Q2: 100,573 shares 100,573 $6.7M 3.38% +4,913 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,805 shares; 2024Q4: 65,485 shares; 2025Q1: 65,999 shares; 2025Q2: 64,266 shares; 2025Q3: 67,788 shares; 2025Q4: 50,676 shares; 2026Q1: 54,258 shares; 2026Q2: 54,603 shares 54,603 $5.4M 2.73% +345 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: 4,764 shares; 2024Q4: 4,642 shares; 2025Q1: 4,616 shares; 2025Q2: 4,796 shares; 2025Q3: 4,268 shares; 2025Q4: 4,105 shares; 2026Q1: 3,975 shares; 2026Q2: 3,773 shares 3,773 $2.59M 1.31% -202 Timeline SPIB 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: 37,996 shares; 2026Q1: 52,717 shares; 2026Q2: 72,054 shares 72,054 $2.41M 1.22% +19,337 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,386 shares; 2024Q4: 18,744 shares; 2025Q1: 19,285 shares; 2025Q2: 20,620 shares; 2025Q3: 20,483 shares; 2025Q4: 20,137 shares; 2026Q1: 19,585 shares; 2026Q2: 19,427 shares 19,427 $2.12M 1.07% -158 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,853 shares; 2024Q4: 34,445 shares; 2025Q1: 34,293 shares; 2025Q2: 34,373 shares; 2025Q3: 34,650 shares; 2025Q4: 34,526 shares; 2026Q1: 32,873 shares; 2026Q2: 32,477 shares 32,477 $2.05M 1.03% -396 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,056 shares; 2024Q4: 20,109 shares; 2025Q1: 20,049 shares; 2025Q2: 20,836 shares; 2025Q3: 19,706 shares; 2025Q4: 19,563 shares; 2026Q1: 19,550 shares; 2026Q2: 19,525 shares 19,525 $1.53M 0.77% -25 Timeline VDC 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: 17,573 shares; 2024Q4: 6,557 shares; 2025Q1: 5,711 shares; 2025Q2: 5,711 shares; 2025Q3: 5,847 shares; 2025Q4: 6,246 shares; 2026Q1: 6,286 shares; 2026Q2: 5,513 shares 5,513 $1.24M 0.63% -773 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 4,965 shares; 2025Q2: 3,779 shares; 2025Q3: 3,571 shares; 2025Q4: 3,397 shares; 2026Q1: 3,766 shares; 2026Q2: 5,578 shares 5,578 $1.19M 0.6% +1,812 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,358 shares; 2024Q4: 27,146 shares; 2025Q1: 33,892 shares; 2025Q2: 22,556 shares; 2025Q3: 15,130 shares; 2025Q4: 10,204 shares; 2026Q1: 9,544 shares; 2026Q2: 8,047 shares 8,047 $888K 0.45% -1,497 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: 3,452 shares; 2024Q4: 3,303 shares; 2025Q1: 3,205 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares; 2025Q4: 3,001 shares; 2026Q1: 2,870 shares; 2026Q2: 3,055 shares 3,055 $884K 0.45% +185 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY 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: 1,022 shares; 2026Q1: 806 shares; 2026Q2: 761 shares 761 $878K 0.44% -45 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,649 shares; 2024Q4: 2,663 shares; 2025Q1: 2,677 shares; 2025Q2: 2,691 shares; 2025Q3: 2,703 shares; 2025Q4: 2,713 shares; 2026Q1: 2,667 shares; 2026Q2: 2,683 shares 2,683 $725K 0.37% +16 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 1,653 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares; 2026Q2: 1,615 shares 1,615 $700K 0.35% 0 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: 10,477 shares; 2024Q4: 8,418 shares; 2025Q1: 8,418 shares; 2025Q2: 6,283 shares; 2025Q3: 6,283 shares; 2025Q4: 6,283 shares; 2026Q1: 6,283 shares; 2026Q2: 6,283 shares 6,283 $676K 0.34% 0 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,909 shares; 2024Q4: 48,283 shares; 2025Q1: 47,283 shares; 2025Q2: 47,678 shares; 2025Q3: 48,090 shares; 2025Q4: 23,358 shares; 2026Q1: 23,517 shares; 2026Q2: 27,704 shares 27,704 $575K 0.29% +4,187 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: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $566K 0.29% 0 Timeline IEI 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: 3,439 shares; 2025Q3: 3,094 shares; 2025Q4: 2,566 shares; 2026Q1: 2,712 shares; 2026Q2: 4,443 shares 4,443 $522K 0.26% +1,731 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: 977 shares; 2024Q4: 817 shares; 2025Q1: 765 shares; 2025Q2: 776 shares; 2025Q3: 757 shares; 2025Q4: 716 shares; 2026Q1: 688 shares; 2026Q2: 688 shares 688 $507K 0.26% 0 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: 1,558 shares; 2024Q4: 1,588 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares; 2025Q4: 1,453 shares; 2026Q1: 1,374 shares; 2026Q2: 1,374 shares 1,374 $485K 0.24% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,884 shares 2,884 $403K 0.2% new 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: 1,296 shares; 2024Q4: 1,072 shares; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,017 shares; 2025Q4: 974 shares; 2026Q1: 974 shares; 2026Q2: 974 shares 974 $368K 0.19% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,315 shares; 2024Q4: 5,669 shares; 2025Q1: 5,669 shares; 2025Q2: 5,296 shares; 2025Q3: 5,296 shares; 2025Q4: 5,109 shares; 2026Q1: 5,109 shares; 2026Q2: 4,760 shares 4,760 $331K 0.17% -349 Timeline PPA 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: 1,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 2,410 shares; 2026Q2: 1,832 shares 1,832 $324K 0.16% -578 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,168 shares; 2026Q1: 13,785 shares; 2026Q2: 10,254 shares 10,254 $298K 0.15% -3,531 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: 311 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $295K 0.15% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,954 shares; 2024Q4: 5,875 shares; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 4,520 shares; 2025Q4: 4,520 shares; 2026Q1: 4,520 shares; 2026Q2: 4,520 shares 4,520 $273K 0.14% 0 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: 638 shares; 2024Q4: 658 shares; 2025Q1: 612 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 649 shares; 2026Q2: 705 shares 705 $263K 0.13% +56 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,706 shares; 2024Q4: 2,668 shares; 2025Q1: 2,669 shares; 2025Q2: 2,391 shares; 2025Q3: 2,177 shares; 2025Q4: 1,796 shares; 2026Q1: 1,709 shares; 2026Q2: 1,639 shares 1,639 $248K 0.13% -70 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,113 shares; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $237K 0.12% 0 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: not reported; 2026Q1: not reported; 2026Q2: 7,791 shares 7,791 $225K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,065 shares; 2026Q2: 1,076 shares 1,076 $211K 0.11% +11 Timeline DAICW CID HOLDCO INC More: the full row for CID HOLDCO 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: 20,100 shares; 2026Q1: 20,100 shares; 2026Q2: 20,100 shares 20,100 $247 <0.01% 0 Timeline