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 loaded; 2024Q4: 29,879 shares; 2025Q1: 30,427 shares; 2025Q2: 32,522 shares; 2025Q3: 33,158 shares; 2025Q4: 31,988 shares; 2026Q1: 32,814 shares; 2026Q2: 32,917 shares 32,917 $11.8M 7.17% +103 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: not loaded; 2024Q4: 19,794 shares; 2025Q1: 21,149 shares; 2025Q2: 22,595 shares; 2025Q3: 24,567 shares; 2025Q4: 25,054 shares; 2026Q1: 26,831 shares; 2026Q2: 28,925 shares 28,925 $10.7M 6.53% +2,094 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: not loaded; 2024Q4: 10,767 shares; 2025Q1: 10,775 shares; 2025Q2: 10,735 shares; 2025Q3: 11,159 shares; 2025Q4: 11,159 shares; 2026Q1: 11,189 shares; 2026Q2: 11,189 shares 11,189 $7.1M 4.33% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,788 shares; 2025Q1: 13,788 shares; 2025Q2: 13,788 shares; 2025Q3: 13,690 shares; 2025Q4: 13,690 shares; 2026Q1: 13,690 shares; 2026Q2: 13,690 shares 13,690 $5.07M 3.09% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,919 shares; 2025Q1: 27,829 shares; 2025Q2: 27,804 shares; 2025Q3: 27,771 shares; 2025Q4: 24,064 shares; 2026Q1: 24,469 shares; 2026Q2: 24,688 shares 24,688 $4.94M 3.01% +219 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 loaded; 2024Q4: 20,547 shares; 2025Q1: 20,562 shares; 2025Q2: 20,562 shares; 2025Q3: 20,647 shares; 2025Q4: 20,870 shares; 2026Q1: 16,740 shares; 2026Q2: 16,740 shares 16,740 $4.71M 2.87% 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 loaded; 2024Q4: 251,390 shares; 2025Q1: 260,251 shares; 2025Q2: 257,309 shares; 2025Q3: 271,119 shares; 2025Q4: 272,736 shares; 2026Q1: 405,607 shares; 2026Q2: 391,683 shares 391,683 $4.3M 2.63% -13,924 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,908 shares; 2025Q1: 29,908 shares; 2025Q2: 36,908 shares; 2025Q3: 36,908 shares; 2025Q4: 60,108 shares; 2026Q1: 358,833 shares; 2026Q2: 356,455 shares 356,455 $4.24M 2.59% -2,378 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: not loaded; 2024Q4: 9,280 shares; 2025Q1: 9,700 shares; 2025Q2: 9,881 shares; 2025Q3: 10,076 shares; 2025Q4: 9,545 shares; 2026Q1: 9,776 shares; 2026Q2: 10,016 shares 10,016 $3.74M 2.28% +240 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: not loaded; 2024Q4: 12,239 shares; 2025Q1: 12,653 shares; 2025Q2: 14,735 shares; 2025Q3: 15,126 shares; 2025Q4: 14,134 shares; 2026Q1: 14,363 shares; 2026Q2: 14,540 shares 14,540 $3.47M 2.11% +177 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: not loaded; 2024Q4: 9,135 shares; 2025Q1: 9,140 shares; 2025Q2: 9,157 shares; 2025Q3: 9,173 shares; 2025Q4: 8,973 shares; 2026Q1: 9,602 shares; 2026Q2: 9,542 shares 9,542 $3.37M 2.06% -60 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: not loaded; 2024Q4: 17,503 shares; 2025Q1: 120 shares; 2025Q2: 13,070 shares; 2025Q3: 13,027 shares; 2025Q4: 10,996 shares; 2026Q1: 11,122 shares; 2026Q2: 11,272 shares 11,272 $3.26M 1.99% +150 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: not loaded; 2024Q4: 18,950 shares; 2025Q1: 19,799 shares; 2025Q2: 20,067 shares; 2025Q3: 22,540 shares; 2025Q4: 23,497 shares; 2026Q1: 24,281 shares; 2026Q2: 25,726 shares 25,726 $3.21M 1.96% +1,445 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,111 shares; 2025Q1: 50,403 shares; 2025Q2: 50,257 shares; 2025Q3: 51,325 shares; 2025Q4: 51,634 shares; 2026Q1: 56,497 shares; 2026Q2: 58,655 shares 58,655 $3.19M 1.95% +2,158 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,220 shares; 2025Q1: 1,227 shares; 2025Q2: 1,227 shares; 2025Q3: 2,520 shares; 2025Q4: 3,528 shares; 2026Q1: 4,871 shares; 2026Q2: 5,328 shares 5,328 $2.99M 1.82% +457 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: not loaded; 2024Q4: 26,740 shares; 2025Q1: 26,740 shares; 2025Q2: 26,740 shares; 2025Q3: 26,740 shares; 2025Q4: 26,320 shares; 2026Q1: 26,383 shares; 2026Q2: 25,738 shares 25,738 $2.92M 1.78% -645 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,412 shares; 2025Q1: 26,371 shares; 2025Q2: 27,727 shares; 2025Q3: 28,929 shares; 2025Q4: 27,956 shares; 2026Q1: 24,737 shares; 2026Q2: 24,037 shares 24,037 $2.86M 1.75% -700 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,940 shares; 2025Q1: 19,840 shares; 2025Q2: 19,840 shares; 2025Q3: 19,840 shares; 2025Q4: 19,224 shares; 2026Q1: 19,313 shares; 2026Q2: 19,313 shares 19,313 $2.83M 1.73% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,337 shares; 2025Q1: 18,337 shares; 2025Q2: 18,337 shares; 2025Q3: 18,337 shares; 2025Q4: 18,337 shares; 2026Q1: 18,337 shares; 2026Q2: 18,337 shares 18,337 $2.78M 1.69% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,178 shares; 2025Q1: 15,178 shares; 2025Q2: 15,178 shares; 2025Q3: 15,178 shares; 2025Q4: 15,178 shares; 2026Q1: 14,265 shares; 2026Q2: 14,265 shares 14,265 $2.64M 1.61% 0 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 loaded; 2024Q4: 30,677 shares; 2025Q1: 30,677 shares; 2025Q2: 30,677 shares; 2025Q3: 30,677 shares; 2025Q4: 29,827 shares; 2026Q1: 29,912 shares; 2026Q2: 29,912 shares 29,912 $2.43M 1.48% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,356 shares; 2025Q1: 19,321 shares; 2025Q2: 19,859 shares; 2025Q3: 19,903 shares; 2025Q4: 19,899 shares; 2026Q1: 20,216 shares; 2026Q2: 20,580 shares 20,580 $2.35M 1.43% +364 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,038 shares; 2025Q1: 17,371 shares; 2025Q2: 17,482 shares; 2025Q3: 17,656 shares; 2025Q4: 17,865 shares; 2026Q1: 16,424 shares; 2026Q2: 32,190 shares 32,190 $2.29M 1.4% +15,766 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 loaded; 2024Q4: 4,977 shares; 2025Q1: 5,115 shares; 2025Q2: 5,021 shares; 2025Q3: 5,123 shares; 2025Q4: 5,136 shares; 2026Q1: 5,239 shares; 2026Q2: 5,235 shares 5,235 $1.98M 1.21% -4 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,760 shares; 2025Q1: 14,725 shares; 2025Q2: 14,614 shares; 2025Q3: 17,542 shares; 2025Q4: 18,040 shares; 2026Q1: 18,126 shares; 2026Q2: 17,510 shares 17,510 $1.93M 1.18% -616 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: not loaded; 2024Q4: 2,407 shares; 2025Q1: 2,462 shares; 2025Q2: 2,854 shares; 2025Q3: 3,059 shares; 2025Q4: 3,255 shares; 2026Q1: 3,356 shares; 2026Q2: 3,404 shares 3,404 $1.92M 1.17% +48 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: not loaded; 2024Q4: 5,825 shares; 2025Q1: 7,292 shares; 2025Q2: 7,845 shares; 2025Q3: 10,137 shares; 2025Q4: 10,825 shares; 2026Q1: 11,432 shares; 2026Q2: 11,652 shares 11,652 $1.83M 1.11% +220 Timeline AVUS 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 loaded; 2024Q4: 14,250 shares; 2025Q1: 13,650 shares; 2025Q2: 13,650 shares; 2025Q3: 13,650 shares; 2025Q4: 13,650 shares; 2026Q1: 13,650 shares; 2026Q2: 13,650 shares 13,650 $1.75M 1.07% 0 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: not loaded; 2024Q4: 18,604 shares; 2025Q1: 18,431 shares; 2025Q2: not reported; 2025Q3: 18,054 shares; 2025Q4: 17,966 shares; 2026Q1: 18,020 shares; 2026Q2: 18,020 shares 18,020 $1.73M 1.06% 0 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 218,393 shares; 2025Q1: 214,693 shares; 2025Q2: 214,693 shares; 2025Q3: 214,693 shares; 2025Q4: 187,584 shares; 2026Q1: 192,584 shares; 2026Q2: 192,584 shares 192,584 $1.62M 0.99% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,653 shares; 2025Q1: 22,289 shares; 2025Q2: 24,786 shares; 2025Q3: 25,789 shares; 2025Q4: 24,727 shares; 2026Q1: 24,814 shares; 2026Q2: 24,031 shares 24,031 $1.54M 0.94% -783 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,547 shares; 2025Q1: 4,508 shares; 2025Q2: 4,467 shares; 2025Q3: 4,395 shares; 2025Q4: 4,385 shares; 2026Q1: 4,374 shares; 2026Q2: 4,344 shares 4,344 $1.53M 0.93% -30 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 918 shares; 2025Q1: 1,961 shares; 2025Q2: 4,881 shares; 2025Q3: 5,858 shares; 2025Q4: 7,520 shares; 2026Q1: 7,401 shares; 2026Q2: 7,228 shares 7,228 $1.48M 0.9% -173 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 loaded; 2024Q4: 3,201 shares; 2025Q1: 2,987 shares; 2025Q2: 2,987 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares; 2026Q2: 11,900 shares 11,900 $1.48M 0.9% +8,925 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,469 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,319 shares; 2025Q4: 3,319 shares; 2026Q1: 3,383 shares; 2026Q2: 3,383 shares 3,383 $1.44M 0.88% 0 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 loaded; 2024Q4: 3,177 shares; 2025Q1: 3,177 shares; 2025Q2: 3,177 shares; 2025Q3: 3,177 shares; 2025Q4: 3,177 shares; 2026Q1: 3,234 shares; 2026Q2: 3,234 shares 3,234 $1.4M 0.85% 0 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 loaded; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares; 2026Q1: 1,190 shares; 2026Q2: 1,190 shares 1,190 $1.37M 0.84% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,628 shares; 2025Q1: 11,628 shares; 2025Q2: 11,628 shares; 2025Q3: 11,571 shares; 2025Q4: 10,322 shares; 2026Q1: 10,322 shares; 2026Q2: 10,322 shares 10,322 $1.28M 0.78% 0 Timeline BLACKROCK MUNIYEILD QUALITY… BLACKROCK MUNIYEILD QUALITY FU More: the full row for BLACKROCK MUNIYEILD QUALITY FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,685 shares; 2026Q2: 112,745 shares 112,745 $1.25M 0.76% +60 CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,246 shares; 2025Q1: 2,296 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 2,796 shares; 2026Q1: 7,626 shares; 2026Q2: 7,535 shares 7,535 $1.25M 0.76% -91 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: not loaded; 2024Q4: 10,225 shares; 2025Q1: 10,225 shares; 2025Q2: 10,225 shares; 2025Q3: 10,225 shares; 2025Q4: 16,262 shares; 2026Q1: 16,262 shares; 2026Q2: 16,262 shares 16,262 $1.23M 0.75% 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: not loaded; 2024Q4: 2,990 shares; 2025Q1: 2,823 shares; 2025Q2: 2,879 shares; 2025Q3: 2,866 shares; 2025Q4: 2,844 shares; 2026Q1: 2,919 shares; 2026Q2: 2,893 shares 2,893 $1.22M 0.74% -26 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,430 shares; 2025Q1: 42,030 shares; 2025Q2: 52,094 shares; 2025Q3: 102,158 shares; 2025Q4: 105,222 shares; 2026Q1: 105,286 shares; 2026Q2: 107,255 shares 107,255 $1.13M 0.69% +1,969 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,482 shares; 2025Q1: 34,625 shares; 2025Q2: 35,617 shares; 2025Q3: 38,118 shares; 2025Q4: 24,729 shares; 2026Q1: 31,904 shares; 2026Q2: 31,374 shares 31,374 $1.11M 0.68% -530 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,669 shares; 2025Q1: 2,669 shares; 2025Q2: 2,669 shares; 2025Q3: 2,669 shares; 2025Q4: 2,669 shares; 2026Q1: 2,719 shares; 2026Q2: 2,719 shares 2,719 $1.07M 0.65% 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: not loaded; 2024Q4: 3,097 shares; 2025Q1: 3,088 shares; 2025Q2: 3,088 shares; 2025Q3: 3,088 shares; 2025Q4: 3,088 shares; 2026Q1: 3,148 shares; 2026Q2: 3,146 shares 3,146 $1.03M 0.63% -2 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: not loaded; 2024Q4: 1,181 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares; 2025Q4: 981 shares; 2026Q1: 993 shares; 2026Q2: 993 shares 993 $929K 0.57% 0 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: not loaded; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,904 shares; 2025Q3: 2,904 shares; 2025Q4: 2,604 shares; 2026Q1: 2,635 shares; 2026Q2: 2,635 shares 2,635 $904K 0.55% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 925 shares; 2026Q1: 1,048 shares; 2026Q2: 1,166 shares 1,166 $890K 0.54% +118 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 loaded; 2024Q4: 4,309 shares; 2025Q1: 4,309 shares; 2025Q2: 4,309 shares; 2025Q3: 4,569 shares; 2025Q4: 4,569 shares; 2026Q1: 4,671 shares; 2026Q2: 4,671 shares 4,671 $886K 0.54% 0 Timeline VHT 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 loaded; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 2,865 shares; 2026Q2: 2,880 shares 2,880 $861K 0.53% +15 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 505 shares; 2025Q1: 537 shares; 2025Q2: 614 shares; 2025Q3: 980 shares; 2025Q4: 995 shares; 2026Q1: 451 shares; 2026Q2: 491 shares 491 $833K 0.51% +40 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 loaded; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 778 shares; 2026Q2: 778 shares 778 $828K 0.51% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,706 shares; 2026Q2: 1,839 shares 1,839 $805K 0.49% +133 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $756K 0.46% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 334 shares; 2025Q2: 536 shares; 2025Q3: 570 shares; 2025Q4: 712 shares; 2026Q1: 727 shares; 2026Q2: 6,069 shares 6,069 $725K 0.44% +5,342 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,626 shares; 2025Q1: 7,486 shares; 2025Q2: 7,323 shares; 2025Q3: 7,317 shares; 2025Q4: 5,281 shares; 2026Q1: 4,423 shares; 2026Q2: 4,166 shares 4,166 $699K 0.43% -257 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 143,251 shares; 2025Q1: 140,895 shares; 2025Q2: 108,930 shares; 2025Q3: 104,055 shares; 2025Q4: 65,185 shares; 2026Q1: 63,385 shares; 2026Q2: 57,385 shares 57,385 $696K 0.42% -6,000 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,880 shares; 2025Q1: 1,948 shares; 2025Q2: 1,952 shares; 2025Q3: 2,072 shares; 2025Q4: 1,976 shares; 2026Q1: 1,997 shares; 2026Q2: 1,970 shares 1,970 $672K 0.41% -27 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 loaded; 2024Q4: 1,287 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares; 2026Q1: 1,307 shares; 2026Q2: 1,307 shares 1,307 $671K 0.41% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,184 shares; 2025Q1: 3,198 shares; 2025Q2: 3,184 shares; 2025Q3: 3,184 shares; 2025Q4: 2,034 shares; 2026Q1: 2,034 shares; 2026Q2: 8,136 shares 8,136 $656K 0.4% +6,102 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,562 shares; 2025Q1: 26,875 shares; 2025Q2: 28,457 shares; 2025Q3: 30,198 shares; 2025Q4: 31,504 shares; 2026Q1: 17,727 shares; 2026Q2: 15,141 shares 15,141 $654K 0.4% -2,586 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: not loaded; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 533 shares; 2026Q2: 537 shares 537 $644K 0.39% +4 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,739 shares; 2026Q2: 54,739 shares 54,739 $635K 0.39% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,853 shares; 2025Q1: 7,853 shares; 2025Q2: 7,853 shares; 2025Q3: 7,853 shares; 2025Q4: 7,853 shares; 2026Q1: 7,394 shares; 2026Q2: 7,394 shares 7,394 $611K 0.37% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,032 shares; 2025Q1: 2,032 shares; 2025Q2: 2,032 shares; 2025Q3: 2,032 shares; 2025Q4: 2,032 shares; 2026Q1: 1,743 shares; 2026Q2: 1,773 shares 1,773 $600K 0.37% +30 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 loaded; 2024Q4: 2,677 shares; 2025Q1: 2,324 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,424 shares; 2026Q1: 2,424 shares; 2026Q2: 2,424 shares 2,424 $588K 0.36% 0 Timeline XLY 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 loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 4,135 shares; 2025Q4: 4,135 shares; 2026Q1: 4,135 shares; 2026Q2: 4,135 shares 4,135 $565K 0.34% 0 Timeline LIDR AEYE INC More: the full row for AEYE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 969 shares 969 $555K new Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline CEV EATON VANCE CALIF MUN INCOM More: the full row for EATON VANCE CALIF MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,500 shares; 2025Q4: 52,582 shares; 2026Q1: 52,582 shares; 2026Q2: 52,582 shares 52,582 $553K 0.34% 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 loaded; 2024Q4: 2,440 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,122 shares; 2026Q2: 2,122 shares 2,122 $539K 0.33% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,574 shares; 2025Q1: 6,574 shares; 2025Q2: 6,574 shares; 2025Q3: 6,384 shares; 2025Q4: 6,384 shares; 2026Q1: 6,384 shares; 2026Q2: 6,384 shares 6,384 $488K 0.3% 0 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 5,384 shares; 2025Q3: 5,384 shares; 2025Q4: 5,384 shares; 2026Q1: 5,488 shares; 2026Q2: 5,488 shares 5,488 $487K 0.3% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,098 shares; 2025Q3: 2,098 shares; 2025Q4: 2,098 shares; 2026Q1: 2,098 shares; 2026Q2: 1,598 shares 1,598 $484K 0.3% -500 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,349 shares; 2025Q1: 21,349 shares; 2025Q2: 21,349 shares; 2025Q3: 21,349 shares; 2025Q4: 21,349 shares; 2026Q1: 21,349 shares; 2026Q2: 21,349 shares 21,349 $475K 0.29% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $457K 0.28% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,179 shares; 2025Q1: 13,179 shares; 2025Q2: 13,179 shares; 2025Q3: 12,960 shares; 2025Q4: 12,960 shares; 2026Q1: 12,960 shares; 2026Q2: 12,960 shares 12,960 $440K 0.27% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,804 shares; 2025Q1: 7,804 shares; 2025Q2: 7,804 shares; 2025Q3: 7,592 shares; 2025Q4: 7,592 shares; 2026Q1: 7,592 shares; 2026Q2: 7,592 shares 7,592 $437K 0.27% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,701 shares; 2025Q1: 35,336 shares; 2025Q2: 31,586 shares; 2025Q3: 31,586 shares; 2025Q4: 31,586 shares; 2026Q1: 31,586 shares; 2026Q2: 31,375 shares 31,375 $434K 0.26% -211 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,776 shares; 2025Q1: 1,848 shares; 2025Q2: 3,388 shares; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares; 2026Q1: 3,118 shares; 2026Q2: 3,118 shares 3,118 $426K 0.26% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 415 shares; 2026Q2: 419 shares 419 $424K 0.26% +4 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 7,148 shares; 2026Q1: 7,148 shares; 2026Q2: 7,148 shares 7,148 $422K 0.26% 0 Timeline AVDE 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 loaded; 2024Q4: 5,249 shares; 2025Q1: 5,249 shares; 2025Q2: 5,249 shares; 2025Q3: 5,249 shares; 2025Q4: 5,249 shares; 2026Q1: 5,249 shares; 2026Q2: 4,603 shares 4,603 $411K 0.25% -646 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 1,493 shares; 2026Q2: 1,493 shares 1,493 $406K 0.25% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 1,078 shares; 2025Q3: 960 shares; 2025Q4: 785 shares; 2026Q1: 799 shares; 2026Q2: 799 shares 799 $401K 0.24% 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 loaded; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,335 shares; 2025Q3: 3,335 shares; 2025Q4: 3,335 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $399K 0.24% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,778 shares; 2025Q1: 6,778 shares; 2025Q2: 6,778 shares; 2025Q3: 6,778 shares; 2025Q4: 6,778 shares; 2026Q1: 6,903 shares; 2026Q2: 6,903 shares 6,903 $393K 0.24% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,409 shares; 2025Q1: 8,409 shares; 2025Q2: 8,409 shares; 2025Q3: 8,409 shares; 2025Q4: 8,409 shares; 2026Q1: 8,409 shares; 2026Q2: 8,409 shares 8,409 $390K 0.24% 0 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: not loaded; 2024Q4: 2,461 shares; 2025Q1: 2,461 shares; 2025Q2: 2,461 shares; 2025Q3: 2,461 shares; 2025Q4: 2,461 shares; 2026Q1: 2,509 shares; 2026Q2: 2,509 shares 2,509 $380K 0.23% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,615 shares; 2025Q1: 2,615 shares; 2025Q2: 2,615 shares; 2025Q3: 2,615 shares; 2025Q4: 2,615 shares; 2026Q1: 2,662 shares; 2026Q2: 2,682 shares 2,682 $375K 0.23% +20 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 969 shares; 2026Q1: 986 shares; 2026Q2: 712 shares 712 $370K 0.23% -274 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 5,910 shares; 2026Q1: 5,995 shares; 2026Q2: 5,029 shares 5,029 $359K 0.22% -966 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,934 shares; 2025Q3: 1,573 shares; 2025Q4: 1,573 shares; 2026Q1: 1,592 shares; 2026Q2: 1,573 shares 1,573 $343K 0.21% -19 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 loaded; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,552 shares; 2026Q1: 1,582 shares; 2026Q2: 1,582 shares 1,582 $342K 0.21% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,202 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares; 2025Q3: 1,291 shares; 2025Q4: 1,281 shares; 2026Q1: 1,981 shares; 2026Q2: 1,981 shares 1,981 $330K 0.2% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,107 shares 1,107 $330K 0.2% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 867 shares; 2025Q1: 883 shares; 2025Q2: 931 shares; 2025Q3: 2,073 shares; 2025Q4: 662 shares; 2026Q1: 452 shares; 2026Q2: 709 shares 709 $326K 0.2% +257 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: not loaded; 2024Q4: 2,894 shares; 2025Q1: 2,894 shares; 2025Q2: 2,894 shares; 2025Q3: 2,894 shares; 2025Q4: 2,894 shares; 2026Q1: 2,894 shares; 2026Q2: 2,894 shares 2,894 $319K 0.19% 0 Timeline XLE 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 loaded; 2024Q4: 5,485 shares; 2025Q1: 4,915 shares; 2025Q2: 2,925 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,850 shares; 2026Q2: 5,850 shares 5,850 $311K 0.19% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,570 shares; 2026Q1: 1,597 shares; 2026Q2: 1,597 shares 1,597 $295K 0.18% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 2,405 shares; 2025Q3: 2,405 shares; 2025Q4: 2,350 shares; 2026Q1: 2,386 shares; 2026Q2: 2,481 shares 2,481 $289K 0.18% +95 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,286 shares; 2025Q1: 1,286 shares; 2025Q2: 2,186 shares; 2025Q3: 1,400 shares; 2025Q4: 900 shares; 2026Q1: 918 shares; 2026Q2: 918 shares 918 $287K 0.18% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares; 2025Q4: 1,822 shares; 2026Q1: 1,770 shares; 2026Q2: 1,770 shares 1,770 $260K 0.16% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,340 shares; 2025Q1: 3,340 shares; 2025Q2: 3,340 shares; 2025Q3: 3,340 shares; 2025Q4: 3,340 shares; 2026Q1: 3,340 shares; 2026Q2: 3,340 shares 3,340 $259K 0.16% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,494 shares; 2025Q1: 27,093 shares; 2025Q2: 24,985 shares; 2025Q3: 24,554 shares; 2025Q4: 23,854 shares; 2026Q1: 23,333 shares; 2026Q2: 23,333 shares 23,333 $254K 0.15% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 3,440 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $252K 0.15% 0 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: not loaded; 2024Q4: 2,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,481 shares; 2025Q3: 2,375 shares; 2025Q4: not reported; 2026Q1: 2,421 shares; 2026Q2: 2,421 shares 2,421 $247K 0.15% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares 1,660 $243K 0.15% 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: not loaded; 2024Q4: 3,791 shares; 2025Q1: 2,854 shares; 2025Q2: not reported; 2025Q3: 2,854 shares; 2025Q4: 2,854 shares; 2026Q1: 2,854 shares; 2026Q2: 2,854 shares 2,854 $239K 0.15% 0 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: not loaded; 2024Q4: 2,035 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares; 2025Q3: 1,935 shares; 2025Q4: 1,851 shares; 2026Q1: 1,851 shares; 2026Q2: 1,851 shares 1,851 $234K 0.14% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 546 shares; 2025Q1: 438 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 388 shares 388 $225K 0.14% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares; 2026Q2: 2,080 shares 2,080 $224K 0.14% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 591 shares; 2026Q1: not reported; 2026Q2: 591 shares 591 $216K 0.13% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,710 shares; 2026Q1: not reported; 2026Q2: 1,682 shares 1,682 $212K 0.13% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: not reported; 2025Q3: 15,009 shares; 2025Q4: 15,009 shares; 2026Q1: not reported; 2026Q2: 1,309 shares 1,309 $212K 0.13% new Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,038 shares 4,038 $206K 0.13% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,801 shares 1,801 $201K 0.12% new 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: not loaded; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 337 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 268 shares 268 $201K 0.12% new Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,346 shares; 2025Q1: 45,346 shares; 2025Q2: 15,000 shares; 2025Q3: 3,440 shares; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $156K 0.1% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,871 shares; 2025Q1: 10,871 shares; 2025Q2: 10,871 shares; 2025Q3: 10,871 shares; 2025Q4: 10,871 shares; 2026Q1: 10,871 shares; 2026Q2: 10,871 shares 10,871 $101K 0.06% 0 Timeline NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,387 shares; 2025Q1: 13,387 shares; 2025Q2: 13,387 shares; 2025Q3: 13,387 shares; 2025Q4: 13,387 shares; 2026Q1: 13,387 shares; 2026Q2: 13,387 shares 13,387 $63.1K 0.04% 0 Timeline