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: 15,308 shares; 2024Q4: 531,842 shares; 2025Q1: 597,699 shares; 2025Q2: 695,585 shares; 2025Q3: 727,740 shares; 2025Q4: 754,415 shares; 2026Q1: 751,465 shares; 2026Q2: 827,733 shares 827,733 $67.8M 11.52% +76,268 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: 992,683 shares; 2024Q4: 1,151,705 shares; 2025Q1: 1,278,509 shares; 2025Q2: 1,306,945 shares; 2025Q3: 1,329,025 shares; 2025Q4: 1,378,942 shares; 2026Q1: 1,395,647 shares; 2026Q2: 1,520,708 shares 1,520,708 $56.7M 9.62% +125,061 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,175 shares; 2024Q4: 198,849 shares; 2025Q1: 210,911 shares; 2025Q2: 220,093 shares; 2025Q3: 223,004 shares; 2025Q4: 228,882 shares; 2026Q1: 227,662 shares; 2026Q2: 244,746 shares 244,746 $53.7M 9.12% +17,084 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: 3,921 shares; 2024Q4: 317,735 shares; 2025Q1: 366,488 shares; 2025Q2: 491,885 shares; 2025Q3: 508,502 shares; 2025Q4: 524,971 shares; 2026Q1: 536,210 shares; 2026Q2: 584,682 shares 584,682 $40.9M 6.94% +48,472 Timeline JCPB 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: 181,115 shares; 2024Q4: 466,590 shares; 2025Q1: 550,507 shares; 2025Q2: 557,342 shares; 2025Q3: 625,355 shares; 2025Q4: 706,710 shares; 2026Q1: 767,937 shares; 2026Q2: 852,446 shares 852,446 $40M 6.8% +84,509 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: 159,039 shares; 2024Q4: 178,228 shares; 2025Q1: 192,596 shares; 2025Q2: 204,668 shares; 2025Q3: 201,262 shares; 2025Q4: 198,031 shares; 2026Q1: 198,319 shares; 2026Q2: 211,338 shares 211,338 $39.8M 6.75% +13,019 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; 2024Q3: 1,528,264 shares; 2024Q4: 780,825 shares; 2025Q1: 774,592 shares; 2025Q2: 752,894 shares; 2025Q3: 744,508 shares; 2025Q4: 708,683 shares; 2026Q1: 782,288 shares; 2026Q2: 778,572 shares 778,572 $34.5M 5.87% -3,716 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,647 shares; 2024Q4: 309,935 shares; 2025Q1: 342,538 shares; 2025Q2: 337,773 shares; 2025Q3: 345,208 shares; 2025Q4: 352,534 shares; 2026Q1: 350,050 shares; 2026Q2: 374,483 shares 374,483 $22.4M 3.8% +24,433 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: 197,705 shares; 2024Q4: 249,929 shares; 2025Q1: 255,491 shares; 2025Q2: 311,415 shares; 2025Q3: 320,987 shares; 2025Q4: 355,918 shares; 2026Q1: 232,191 shares; 2026Q2: 304,147 shares 304,147 $15.4M 2.62% +71,956 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,670 shares; 2024Q4: 219,965 shares; 2025Q1: 223,513 shares; 2025Q2: 195,715 shares; 2025Q3: 204,914 shares; 2025Q4: 217,658 shares; 2026Q1: 254,224 shares; 2026Q2: 262,094 shares 262,094 $13.3M 2.25% +7,870 Timeline DFAR 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: 380,655 shares; 2024Q4: 328,758 shares; 2025Q1: 343,095 shares; 2025Q2: 336,590 shares; 2025Q3: 347,248 shares; 2025Q4: 377,538 shares; 2026Q1: 389,654 shares; 2026Q2: 438,451 shares 438,451 $11.5M 1.95% +48,797 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: 204,602 shares; 2024Q4: 198,797 shares; 2025Q1: 199,202 shares; 2025Q2: 227,430 shares; 2025Q3: 226,705 shares; 2025Q4: 225,329 shares; 2026Q1: 236,975 shares; 2026Q2: 260,807 shares 260,807 $10.8M 1.83% +23,832 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: 10,258 shares; 2024Q4: 10,532 shares; 2025Q1: 13,331 shares; 2025Q2: 13,695 shares; 2025Q3: 13,972 shares; 2025Q4: 14,020 shares; 2026Q1: 14,035 shares; 2026Q2: 14,048 shares 14,048 $10.5M 1.79% +13 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,341 shares; 2024Q4: 53,870 shares; 2025Q1: 59,873 shares; 2025Q2: 52,103 shares; 2025Q3: 71,787 shares; 2025Q4: 99,648 shares; 2026Q1: 164,010 shares; 2026Q2: 195,619 shares 195,619 $9.98M 1.69% +31,609 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: 13,763 shares; 2024Q4: 13,612 shares; 2025Q1: 13,424 shares; 2025Q2: 14,706 shares; 2025Q3: 17,594 shares; 2025Q4: 16,940 shares; 2026Q1: 19,064 shares; 2026Q2: 115,233 shares 115,233 $9.93M 1.69% +96,169 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: 15,037 shares; 2024Q4: 14,380 shares; 2025Q1: 21,531 shares; 2025Q2: 20,889 shares; 2025Q3: 19,330 shares; 2025Q4: 18,912 shares; 2026Q1: 85,173 shares; 2026Q2: 85,027 shares 85,027 $9.15M 1.55% -146 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: 108,656 shares; 2024Q4: 95,309 shares; 2025Q1: 116,007 shares; 2025Q2: 150,064 shares; 2025Q3: 150,290 shares; 2025Q4: 149,401 shares; 2026Q1: 163,041 shares; 2026Q2: 162,547 shares 162,547 $8.4M 1.43% -494 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: 81,561 shares; 2024Q4: 37,682 shares; 2025Q1: 35,819 shares; 2025Q2: 32,740 shares; 2025Q3: 32,631 shares; 2025Q4: 31,048 shares; 2026Q1: 30,645 shares; 2026Q2: 29,997 shares 29,997 $7.1M 1.21% -648 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: 107,309 shares; 2024Q4: 107,588 shares; 2025Q1: 118,495 shares; 2025Q2: 116,330 shares; 2025Q3: 116,552 shares; 2025Q4: 115,546 shares; 2026Q1: 157,688 shares; 2026Q2: 157,779 shares 157,779 $6.58M 1.12% +91 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: 18,245 shares; 2024Q4: 17,825 shares; 2025Q1: 17,927 shares; 2025Q2: 51,470 shares; 2025Q3: 51,476 shares; 2025Q4: 51,380 shares; 2026Q1: 51,967 shares; 2026Q2: 52,101 shares 52,101 $5.9M 1% +134 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: 58,614 shares; 2024Q4: 54,793 shares; 2025Q1: 56,878 shares; 2025Q2: 92,581 shares; 2025Q3: 92,874 shares; 2025Q4: 97,740 shares; 2026Q1: 127,147 shares; 2026Q2: 140,669 shares 140,669 $5.72M 0.97% +13,522 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: 38,812 shares; 2024Q4: 41,637 shares; 2025Q1: 41,752 shares; 2025Q2: 45,735 shares; 2025Q3: 45,932 shares; 2025Q4: 36,290 shares; 2026Q1: 36,510 shares; 2026Q2: 39,440 shares 39,440 $5.39M 0.92% +2,930 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: 13,986 shares; 2024Q4: 11,738 shares; 2025Q1: 24,563 shares; 2025Q2: 29,742 shares; 2025Q3: 29,809 shares; 2025Q4: 29,887 shares; 2026Q1: 30,917 shares; 2026Q2: 30,991 shares 30,991 $5.09M 0.86% +74 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: 54,724 shares; 2024Q4: 26,222 shares; 2025Q1: 28,653 shares; 2025Q2: 46,608 shares; 2025Q3: 46,297 shares; 2025Q4: 45,969 shares; 2026Q1: 55,851 shares; 2026Q2: 55,413 shares 55,413 $4.56M 0.77% -438 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: 12,536 shares; 2024Q4: 11,643 shares; 2025Q1: 11,632 shares; 2025Q2: 11,783 shares; 2025Q3: 11,905 shares; 2025Q4: 12,865 shares; 2026Q1: 13,413 shares; 2026Q2: 13,945 shares 13,945 $4.04M 0.69% +532 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,117 shares; 2026Q1: 19,587 shares; 2026Q2: 36,858 shares 36,858 $3.65M 0.62% +17,271 Timeline DFNM 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: 39,162 shares; 2024Q4: 40,496 shares; 2025Q1: 46,034 shares; 2025Q2: 69,632 shares; 2025Q3: 68,486 shares; 2025Q4: 72,980 shares; 2026Q1: 104,427 shares; 2026Q2: 75,033 shares 75,033 $3.63M 0.62% -29,394 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,871 shares; 2026Q2: 49,340 shares 49,340 $2.52M 0.43% -6,531 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: 32,576 shares; 2024Q4: 28,259 shares; 2025Q1: 28,350 shares; 2025Q2: 28,414 shares; 2025Q3: 28,501 shares; 2025Q4: 27,225 shares; 2026Q1: 27,143 shares; 2026Q2: 27,103 shares 27,103 $2.38M 0.4% -40 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: 3,448 shares; 2024Q4: 3,325 shares; 2025Q1: 3,337 shares; 2025Q2: 3,337 shares; 2025Q3: 3,358 shares; 2025Q4: 3,377 shares; 2026Q1: 3,461 shares; 2026Q2: 3,436 shares 3,436 $2.36M 0.4% -25 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: 51,662 shares; 2024Q4: 42,264 shares; 2025Q1: 38,897 shares; 2025Q2: 26,576 shares; 2025Q3: 23,047 shares; 2025Q4: 20,843 shares; 2026Q1: 32,279 shares; 2026Q2: 21,920 shares 21,920 $2.33M 0.4% -10,359 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: 4,599 shares; 2024Q4: 4,477 shares; 2025Q1: 4,567 shares; 2025Q2: 4,572 shares; 2025Q3: 4,652 shares; 2025Q4: 4,860 shares; 2026Q1: 5,344 shares; 2026Q2: 5,828 shares 5,828 $2.17M 0.37% +484 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: 5,364 shares; 2024Q4: 3,338 shares; 2025Q1: 3,362 shares; 2025Q2: 3,895 shares; 2025Q3: 4,078 shares; 2025Q4: 4,670 shares; 2026Q1: 5,579 shares; 2026Q2: 5,489 shares 5,489 $2.03M 0.34% -90 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,668 shares; 2024Q4: 3,693 shares; 2025Q1: 3,770 shares; 2025Q2: 3,752 shares; 2025Q3: 3,782 shares; 2025Q4: 3,694 shares; 2026Q1: 12,396 shares; 2026Q2: 12,422 shares 12,422 $1.92M 0.33% +26 Timeline JQUA 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: 13,904 shares; 2025Q3: 13,904 shares; 2025Q4: 13,909 shares; 2026Q1: 25,152 shares; 2026Q2: 24,936 shares 24,936 $1.8M 0.31% -216 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,792 shares; 2025Q4: 32,755 shares; 2026Q1: 32,755 shares; 2026Q2: 32,755 shares 32,755 $1.8M 0.31% 0 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,981 shares; 2024Q4: 60,457 shares; 2025Q1: 62,834 shares; 2025Q2: 101,353 shares; 2025Q3: 157,725 shares; 2025Q4: 190,840 shares; 2026Q1: 42,693 shares; 2026Q2: 75,007 shares 75,007 $1.68M 0.29% +32,314 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: 3,207 shares; 2024Q4: 3,207 shares; 2025Q1: 3,210 shares; 2025Q2: 3,364 shares; 2025Q3: 3,367 shares; 2025Q4: 3,359 shares; 2026Q1: 3,362 shares; 2026Q2: 13,410 shares 13,410 $1.67M 0.28% +10,048 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: 3,374 shares; 2024Q4: 3,113 shares; 2025Q1: 3,113 shares; 2025Q2: 3,278 shares; 2025Q3: 3,278 shares; 2025Q4: 3,378 shares; 2026Q1: 3,278 shares; 2026Q2: 3,278 shares 3,278 $1.64M 0.28% 0 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: 4,511 shares; 2024Q4: 4,528 shares; 2025Q1: 4,596 shares; 2025Q2: 4,801 shares; 2025Q3: 4,785 shares; 2025Q4: 4,803 shares; 2026Q1: 4,983 shares; 2026Q2: 4,936 shares 4,936 $1.62M 0.27% -47 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: 10,360 shares; 2024Q4: 9,437 shares; 2025Q1: 9,363 shares; 2025Q2: 9,533 shares; 2025Q3: 9,719 shares; 2025Q4: 9,757 shares; 2026Q1: 15,273 shares; 2026Q2: 15,443 shares 15,443 $1.49M 0.25% +170 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: 6,140 shares; 2024Q4: 5,901 shares; 2025Q1: 5,895 shares; 2025Q2: 5,763 shares; 2025Q3: 5,890 shares; 2025Q4: 5,890 shares; 2026Q1: 5,890 shares; 2026Q2: 6,368 shares 6,368 $1.39M 0.24% +478 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,097 shares; 2024Q4: 11,428 shares; 2025Q1: 11,367 shares; 2025Q2: 14,828 shares; 2025Q3: 14,251 shares; 2025Q4: 13,916 shares; 2026Q1: 19,650 shares; 2026Q2: 19,660 shares 19,660 $1.31M 0.22% +10 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: 1,687 shares; 2024Q4: 1,677 shares; 2025Q1: 1,682 shares; 2025Q2: 1,698 shares; 2025Q3: 1,708 shares; 2025Q4: 1,716 shares; 2026Q1: 1,724 shares; 2026Q2: 1,724 shares 1,724 $1.29M 0.22% 0 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: 4,916 shares; 2024Q4: 3,679 shares; 2025Q1: 3,692 shares; 2025Q2: 3,692 shares; 2025Q3: 3,703 shares; 2025Q4: 3,723 shares; 2026Q1: 3,734 shares; 2026Q2: 3,744 shares 3,744 $1.29M 0.22% +10 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: 1,332 shares; 2024Q4: 1,333 shares; 2025Q1: 1,353 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,320 shares; 2026Q1: 1,322 shares; 2026Q2: 1,336 shares 1,336 $1.25M 0.21% +14 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,427 shares; 2025Q3: 1,483 shares; 2025Q4: 5,323 shares; 2026Q1: 5,749 shares; 2026Q2: 6,133 shares 6,133 $1.23M 0.21% +384 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: 2,000 shares; 2024Q4: 1,981 shares; 2025Q1: 2,031 shares; 2025Q2: 2,171 shares; 2025Q3: 2,390 shares; 2025Q4: 3,690 shares; 2026Q1: 4,172 shares; 2026Q2: 4,911 shares 4,911 $1.17M 0.2% +739 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,730 shares; 2024Q4: 11,940 shares; 2025Q1: 11,940 shares; 2025Q2: 11,787 shares; 2025Q3: 11,787 shares; 2025Q4: 11,787 shares; 2026Q1: 11,787 shares; 2026Q2: 11,938 shares 11,938 $1.14M 0.19% +151 Timeline IBDS 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: 9,103 shares; 2026Q2: 45,194 shares 45,194 $1.09M 0.19% +36,091 Timeline IBDT 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: 8,695 shares; 2026Q2: 43,335 shares 43,335 $1.09M 0.19% +34,640 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: 419 shares; 2025Q4: not reported; 2026Q1: 1,473 shares; 2026Q2: 1,470 shares 1,470 $1.08M 0.18% -3 Timeline IBDU 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: 45,113 shares 45,113 $1.04M 0.18% new Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 29,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 14,000 shares 14,000 $1.03M 0.18% -6,000 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO 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: 15,426 shares; 2026Q2: 15,426 shares 15,426 $968K 0.16% 0 Timeline IBHG 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: 15,317 shares; 2025Q4: 20,451 shares; 2026Q1: 26,802 shares; 2026Q2: 43,678 shares 43,678 $964K 0.16% +16,876 Timeline IBHF 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: 14,820 shares; 2025Q4: 19,769 shares; 2026Q1: 25,852 shares; 2026Q2: 42,241 shares 42,241 $957K 0.16% +16,389 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393,226 shares; 2024Q4: 138,455 shares; 2025Q1: 89,387 shares; 2025Q2: 32,892 shares; 2025Q3: 29,691 shares; 2025Q4: 27,862 shares; 2026Q1: 21,880 shares; 2026Q2: 19,669 shares 19,669 $953K 0.16% -2,211 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: 3,569 shares; 2024Q4: 3,137 shares; 2025Q1: 3,147 shares; 2025Q2: 3,159 shares; 2025Q3: 3,163 shares; 2025Q4: 3,426 shares; 2026Q1: 3,490 shares; 2026Q2: 3,587 shares 3,587 $911K 0.15% +97 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,365 shares; 2024Q4: 8,476 shares; 2025Q1: 8,476 shares; 2025Q2: 8,416 shares; 2025Q3: 8,416 shares; 2025Q4: 8,461 shares; 2026Q1: 8,475 shares; 2026Q2: 8,600 shares 8,600 $893K 0.15% +125 Timeline IBMP 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: 35,126 shares; 2025Q4: 43,209 shares; 2026Q1: 48,587 shares; 2026Q2: 35,051 shares 35,051 $891K 0.15% -13,536 Timeline IBMO 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: 34,830 shares; 2025Q4: 42,831 shares; 2026Q1: 48,182 shares; 2026Q2: 34,731 shares 34,731 $890K 0.15% -13,451 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,222 shares; 2024Q4: 4,222 shares; 2025Q1: 4,222 shares; 2025Q2: 4,222 shares; 2025Q3: 4,975 shares; 2025Q4: 3,941 shares; 2026Q1: 3,941 shares; 2026Q2: 5,661 shares 5,661 $887K 0.15% +1,720 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: 2,030 shares; 2024Q4: 2,031 shares; 2025Q1: 2,032 shares; 2025Q2: 2,033 shares; 2025Q3: 2,167 shares; 2025Q4: 2,168 shares; 2026Q1: 2,562 shares; 2026Q2: 2,500 shares 2,500 $883K 0.15% -62 Timeline IBHH 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: 14,559 shares; 2025Q4: 19,402 shares; 2026Q1: 21,543 shares; 2026Q2: 37,415 shares 37,415 $879K 0.15% +15,872 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,492 shares; 2024Q4: 22,553 shares; 2025Q1: 20,323 shares; 2025Q2: 15,211 shares; 2025Q3: 14,353 shares; 2025Q4: 14,266 shares; 2026Q1: 17,143 shares; 2026Q2: 17,138 shares 17,138 $867K 0.15% -5 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,354 shares; 2024Q4: 14,443 shares; 2025Q1: 14,516 shares; 2025Q2: 11,272 shares; 2025Q3: 11,334 shares; 2025Q4: 10,998 shares; 2026Q1: 10,982 shares; 2026Q2: 10,775 shares 10,775 $817K 0.14% -207 Timeline IBMQ 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: 34,929 shares; 2025Q4: 42,960 shares; 2026Q1: 44,854 shares; 2026Q2: 31,435 shares 31,435 $804K 0.14% -13,419 Timeline DFCF 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: 22,488 shares; 2024Q4: 6,438 shares; 2025Q1: 8,620 shares; 2025Q2: 6,717 shares; 2025Q3: 6,709 shares; 2025Q4: 6,496 shares; 2026Q1: 7,318 shares; 2026Q2: 18,972 shares 18,972 $801K 0.14% +11,654 Timeline IBHI 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: 12,492 shares; 2025Q4: 17,353 shares; 2026Q1: 17,353 shares; 2026Q2: 33,329 shares 33,329 $780K 0.13% +15,976 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: 3,650 shares; 2024Q4: 3,137 shares; 2025Q1: 3,116 shares; 2025Q2: 2,582 shares; 2025Q3: 2,654 shares; 2025Q4: 2,644 shares; 2026Q1: 5,222 shares; 2026Q2: 5,120 shares 5,120 $759K 0.13% -102 Timeline IBMS 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: 34,537 shares; 2025Q4: 42,421 shares; 2026Q1: 42,421 shares; 2026Q2: 29,272 shares 29,272 $757K 0.13% -13,149 Timeline IBMR 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: 35,163 shares; 2025Q4: 43,233 shares; 2026Q1: 43,233 shares; 2026Q2: 29,757 shares 29,757 $756K 0.13% -13,476 Timeline IBDV 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: 31,969 shares 31,969 $697K 0.12% new Timeline IBDZ 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: 25,708 shares 25,708 $670K 0.11% new Timeline IBDX 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: 26,556 shares 26,556 $669K 0.11% new Timeline IBDY 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: 25,972 shares 25,972 $669K 0.11% new Timeline IBDW 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: 32,055 shares 32,055 $668K 0.11% new 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: 3,330 shares; 2024Q4: 3,489 shares; 2025Q1: 3,504 shares; 2025Q2: 3,649 shares; 2025Q3: 3,644 shares; 2025Q4: 3,657 shares; 2026Q1: 3,992 shares; 2026Q2: 3,978 shares 3,978 $659K 0.11% -14 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,688 shares; 2025Q3: 1,721 shares; 2025Q4: 1,736 shares; 2026Q1: 1,736 shares; 2026Q2: 1,736 shares 1,736 $640K 0.11% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares; 2026Q1: 633 shares; 2026Q2: 644 shares 644 $630K 0.11% +11 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,466 shares; 2024Q4: 86,466 shares; 2025Q1: 86,466 shares; 2025Q2: 86,466 shares; 2025Q3: 86,466 shares; 2025Q4: 86,466 shares; 2026Q1: 86,466 shares; 2026Q2: 86,466 shares 86,466 $612K 0.1% 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: 1,091 shares; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,106 shares; 2026Q1: 1,499 shares; 2026Q2: 1,599 shares 1,599 $604K 0.1% +100 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,746 shares; 2024Q4: 3,750 shares; 2025Q1: 3,930 shares; 2025Q2: 3,937 shares; 2025Q3: 3,766 shares; 2025Q4: 3,777 shares; 2026Q1: 3,782 shares; 2026Q2: 3,785 shares 3,785 $598K 0.1% +3 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: not reported; 2026Q1: 10,729 shares; 2026Q2: 10,729 shares 10,729 $556K 0.09% 0 Timeline JPIE 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: 10,299 shares; 2025Q1: 5,826 shares; 2025Q2: 10,854 shares; 2025Q3: 10,887 shares; 2025Q4: 12,765 shares; 2026Q1: 13,126 shares; 2026Q2: 11,695 shares 11,695 $539K 0.09% -1,431 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,380 shares; 2024Q4: 4,881 shares; 2025Q1: 4,896 shares; 2025Q2: 4,910 shares; 2025Q3: 4,924 shares; 2025Q4: 4,940 shares; 2026Q1: 4,951 shares; 2026Q2: 4,963 shares 4,963 $514K 0.09% +12 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: 3,111 shares; 2024Q4: 3,039 shares; 2025Q1: 2,964 shares; 2025Q2: 2,969 shares; 2025Q3: 2,974 shares; 2025Q4: 2,911 shares; 2026Q1: 3,442 shares; 2026Q2: 3,442 shares 3,442 $505K 0.09% 0 Timeline IBMT 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: 34,865 shares; 2025Q4: 42,773 shares; 2026Q1: 42,773 shares; 2026Q2: 19,473 shares 19,473 $502K 0.09% -23,300 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,580 shares; 2024Q4: 16,763 shares; 2025Q1: 16,939 shares; 2025Q2: 17,137 shares; 2025Q3: 17,318 shares; 2025Q4: 17,493 shares; 2026Q1: 17,664 shares; 2026Q2: 16,339 shares 16,339 $498K 0.08% -1,325 Timeline IBDR 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: 9,110 shares; 2026Q2: 20,355 shares 20,355 $493K 0.08% +11,245 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,506 shares; 2025Q3: 7,506 shares; 2025Q4: 8,737 shares; 2026Q1: 9,271 shares; 2026Q2: 8,980 shares 8,980 $480K 0.08% -291 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: 390 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 354 shares; 2026Q2: 379 shares 379 $455K 0.08% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 735 shares; 2026Q1: 836 shares; 2026Q2: 1,269 shares 1,269 $454K 0.08% +433 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,224 shares; 2024Q4: 2,195 shares; 2025Q1: 2,225 shares; 2025Q2: 1,008 shares; 2025Q3: 866 shares; 2025Q4: 1,107 shares; 2026Q1: 884 shares; 2026Q2: 888 shares 888 $452K 0.08% +4 Timeline EFG 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: 3,582 shares; 2025Q4: 3,582 shares; 2026Q1: 3,582 shares; 2026Q2: 3,582 shares 3,582 $446K 0.08% 0 Timeline MGK 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: 973 shares; 2024Q4: 974 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 977 shares; 2026Q1: 977 shares; 2026Q2: 4,890 shares 4,890 $430K 0.07% +3,913 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,444 shares; 2024Q4: 25,630 shares; 2025Q1: 25,630 shares; 2025Q2: 17,630 shares; 2025Q3: 14,213 shares; 2025Q4: 12,962 shares; 2026Q1: 12,133 shares; 2026Q2: 11,411 shares 11,411 $397K 0.07% -722 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,200 shares; 2026Q2: 12,200 shares 12,200 $390K 0.07% 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: 3,146 shares; 2025Q4: 2,830 shares; 2026Q1: 3,220 shares; 2026Q2: 3,293 shares 3,293 $387K 0.07% +73 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 984 shares; 2026Q2: 794 shares 794 $380K 0.06% -190 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,308 shares; 2024Q4: 1,369 shares; 2025Q1: 1,326 shares; 2025Q2: 1,316 shares; 2025Q3: 2,107 shares; 2025Q4: 1,871 shares; 2026Q1: 1,415 shares; 2026Q2: 1,456 shares 1,456 $366K 0.06% +41 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,733 shares; 2024Q4: 4,847 shares; 2025Q1: 4,847 shares; 2025Q2: 4,816 shares; 2025Q3: 4,816 shares; 2025Q4: 4,816 shares; 2026Q1: 4,816 shares; 2026Q2: 4,857 shares 4,857 $366K 0.06% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 308 shares; 2026Q2: 330 shares 330 $351K 0.06% +22 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 3,500 shares; 2025Q1: 3,516 shares; 2025Q2: 3,503 shares; 2025Q3: 3,514 shares; 2025Q4: 3,515 shares; 2026Q1: 3,525 shares; 2026Q2: 3,531 shares 3,531 $321K 0.05% +6 Timeline SPSM 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: 5,455 shares; 2024Q4: 5,379 shares; 2025Q1: 5,416 shares; 2025Q2: 5,439 shares; 2025Q3: 5,469 shares; 2025Q4: 5,489 shares; 2026Q1: 5,508 shares; 2026Q2: 5,527 shares 5,527 $319K 0.05% +19 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,384 shares; 2024Q4: 1,331 shares; 2025Q1: 1,394 shares; 2025Q2: 1,399 shares; 2025Q3: 1,404 shares; 2025Q4: 1,350 shares; 2026Q1: 1,411 shares; 2026Q2: 1,410 shares 1,410 $311K 0.05% -1 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543 shares; 2024Q4: 499 shares; 2025Q1: 511 shares; 2025Q2: 507 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 551 shares; 2026Q2: 524 shares 524 $302K 0.05% -27 Timeline IBHJ 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: 11,105 shares; 2025Q4: 11,292 shares; 2026Q1: 11,292 shares; 2026Q2: 11,292 shares 11,292 $299K 0.05% 0 Timeline IBHK 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: 11,394 shares; 2025Q4: 11,586 shares; 2026Q1: 11,586 shares; 2026Q2: 11,586 shares 11,586 $299K 0.05% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247 shares 247 $290K 0.05% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,648 shares; 2024Q4: 2,671 shares; 2025Q1: 2,681 shares; 2025Q2: 2,614 shares; 2025Q3: 2,717 shares; 2025Q4: 2,614 shares; 2026Q1: 2,614 shares; 2026Q2: 2,625 shares 2,625 $289K 0.05% +11 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 483 shares; 2026Q1: 532 shares; 2026Q2: 554 shares 554 $284K 0.05% +22 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,381 shares; 2024Q4: 2,407 shares; 2025Q1: 2,382 shares; 2025Q2: 2,393 shares; 2025Q3: 2,419 shares; 2025Q4: 2,434 shares; 2026Q1: 2,517 shares; 2026Q2: 5,033 shares 5,033 $283K 0.05% +2,516 Timeline IVW 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: 2,041 shares; 2025Q1: not reported; 2025Q2: 2,045 shares; 2025Q3: 2,048 shares; 2025Q4: 2,050 shares; 2026Q1: 2,052 shares; 2026Q2: 2,054 shares 2,054 $282K 0.05% +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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 821 shares; 2025Q4: 814 shares; 2026Q1: 883 shares; 2026Q2: 990 shares 990 $279K 0.05% +107 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; 2024Q3: 5,938 shares; 2024Q4: not reported; 2025Q1: 5,550 shares; 2025Q2: 5,521 shares; 2025Q3: 5,521 shares; 2025Q4: 5,619 shares; 2026Q1: 5,575 shares; 2026Q2: 5,332 shares 5,332 $269K 0.05% -243 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 3,250 shares; 2025Q4: not reported; 2026Q1: 3,474 shares; 2026Q2: 3,482 shares 3,482 $259K 0.04% +8 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: 3,412 shares; 2026Q1: 3,416 shares; 2026Q2: 3,352 shares 3,352 $258K 0.04% -64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 943 shares; 2026Q1: 609 shares; 2026Q2: 605 shares 605 $254K 0.04% -4 Timeline XLK 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,332 shares 1,332 $254K 0.04% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,955 shares; 2026Q2: 2,991 shares 2,991 $245K 0.04% +36 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: 5,661 shares; 2024Q4: 4,317 shares; 2025Q1: 4,289 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,155 shares; 2026Q2: 5,120 shares 5,120 $244K 0.04% -3,035 Timeline DFGX 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: not reported; 2025Q1: 4,105 shares; 2025Q2: 4,105 shares; 2025Q3: 4,105 shares; 2025Q4: 4,149 shares; 2026Q1: 4,285 shares; 2026Q2: 4,521 shares 4,521 $242K 0.04% +236 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC 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: 2,368 shares; 2026Q2: 2,368 shares 2,368 $225K 0.04% 0 Timeline IQLT 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: 4,437 shares; 2026Q1: 4,437 shares; 2026Q2: 4,504 shares 4,504 $223K 0.04% +67 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: 1,562 shares 1,562 $218K 0.04% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 732 shares 732 $216K 0.04% new Timeline ALC ALCON AG More: the full row for ALCON AG 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: 3,184 shares 3,184 $214K 0.04% new 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: 5,113 shares; 2024Q4: 5,167 shares; 2025Q1: 5,195 shares; 2025Q2: 5,238 shares; 2025Q3: 5,282 shares; 2025Q4: 5,342 shares; 2026Q1: 5,372 shares; 2026Q2: 4,164 shares 4,164 $211K 0.04% -1,208 Timeline SPYV 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: not reported; 2026Q2: 3,449 shares 3,449 $210K 0.04% new Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,534 shares; 2024Q4: 43,534 shares; 2025Q1: 43,534 shares; 2025Q2: 43,534 shares; 2025Q3: 43,534 shares; 2025Q4: 43,534 shares; 2026Q1: 43,534 shares; 2026Q2: 43,534 shares 43,534 $91K 0.02% 0 Timeline