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: 28,975 shares; 2024Q4: 34,319 shares; 2025Q1: 32,398 shares; 2025Q2: 31,087 shares; 2025Q3: 29,768 shares; 2025Q4: 28,939 shares; 2026Q1: 29,043 shares; 2026Q2: 28,397 shares 28,397 $19.5M 10.99% -646 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: 48,749 shares; 2024Q4: 52,685 shares; 2025Q1: 49,622 shares; 2025Q2: 47,180 shares; 2025Q3: 46,346 shares; 2025Q4: 44,310 shares; 2026Q1: 44,115 shares; 2026Q2: 215,599 shares 215,599 $19M 10.68% +171,484 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: 47,426 shares; 2024Q4: 44,946 shares; 2025Q1: 42,177 shares; 2025Q2: 40,551 shares; 2025Q3: 39,786 shares; 2025Q4: 38,497 shares; 2026Q1: 37,915 shares; 2026Q2: 37,327 shares 37,327 $13.8M 7.79% -588 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: 46,081 shares; 2024Q4: 46,365 shares; 2025Q1: 43,623 shares; 2025Q2: 41,249 shares; 2025Q3: 41,144 shares; 2025Q4: 39,619 shares; 2026Q1: 39,382 shares; 2026Q2: 38,389 shares 38,389 $13.2M 7.44% -993 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: 64,192 shares; 2024Q4: 57,511 shares; 2025Q1: 54,178 shares; 2025Q2: 51,261 shares; 2025Q3: 49,946 shares; 2025Q4: 48,828 shares; 2026Q1: 48,525 shares; 2026Q2: 46,999 shares 46,999 $11.1M 6.27% -1,526 Timeline MGC 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: 44,051 shares; 2024Q4: 45,569 shares; 2025Q1: 43,025 shares; 2025Q2: 40,671 shares; 2025Q3: 40,803 shares; 2025Q4: 39,895 shares; 2026Q1: 40,657 shares; 2026Q2: 39,781 shares 39,781 $10.9M 6.14% -876 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: 49,467 shares; 2024Q4: 51,735 shares; 2025Q1: 48,418 shares; 2025Q2: 45,661 shares; 2025Q3: 45,483 shares; 2025Q4: 44,533 shares; 2026Q1: 45,047 shares; 2026Q2: 44,628 shares 44,628 $10.1M 5.67% -419 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: 27,006 shares; 2024Q4: 26,880 shares; 2025Q1: 25,518 shares; 2025Q2: 24,292 shares; 2025Q3: 23,959 shares; 2025Q4: 23,287 shares; 2026Q1: 23,328 shares; 2026Q2: 91,100 shares 91,100 $7.34M 4.14% +67,772 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: 56,660 shares; 2024Q4: 45,415 shares; 2025Q1: 43,350 shares; 2025Q2: 41,363 shares; 2025Q3: 40,031 shares; 2025Q4: 38,358 shares; 2026Q1: 37,475 shares; 2026Q2: 36,369 shares 36,369 $5.75M 3.24% -1,106 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: 25,358 shares; 2024Q4: 26,807 shares; 2025Q1: 13,695 shares; 2025Q2: 13,051 shares; 2025Q3: 11,475 shares; 2025Q4: 12,551 shares; 2026Q1: 14,129 shares; 2026Q2: 14,301 shares 14,301 $4.14M 2.33% +172 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: 4,030 shares; 2024Q4: 3,532 shares; 2025Q1: 3,423 shares; 2025Q2: 3,358 shares; 2025Q3: 3,129 shares; 2025Q4: 3,044 shares; 2026Q1: 3,072 shares; 2026Q2: 24,853 shares 24,853 $2.97M 1.67% +21,781 Timeline VONG 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: 23,018 shares; 2024Q4: 23,894 shares; 2025Q1: 23,186 shares; 2025Q2: 22,606 shares; 2025Q3: 21,431 shares; 2025Q4: 20,738 shares; 2026Q1: 20,450 shares; 2026Q2: 21,197 shares 21,197 $2.71M 1.53% +747 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: 10,306 shares; 2024Q4: 11,255 shares; 2025Q1: 6,238 shares; 2025Q2: 6,667 shares; 2025Q3: 6,628 shares; 2025Q4: 6,756 shares; 2026Q1: 6,143 shares; 2026Q2: 5,981 shares 5,981 $2.23M 1.26% -162 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: 4,352 shares; 2024Q4: 3,855 shares; 2025Q1: 3,754 shares; 2025Q2: 3,322 shares; 2025Q3: 2,845 shares; 2025Q4: 2,892 shares; 2026Q1: 2,937 shares; 2026Q2: 2,934 shares 2,934 $2.16M 1.22% -3 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: 22,255 shares; 2024Q4: 23,558 shares; 2025Q1: 8,000 shares; 2025Q2: 8,747 shares; 2025Q3: 9,113 shares; 2025Q4: 9,926 shares; 2026Q1: 10,289 shares; 2026Q2: 9,499 shares 9,499 $1.9M 1.07% -790 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,832 shares; 2025Q3: 39,663 shares; 2025Q4: 58,505 shares; 2026Q1: 68,492 shares; 2026Q2: 73,343 shares 73,343 $1.72M 0.97% +4,851 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: 7,034 shares; 2024Q4: 6,291 shares; 2025Q1: 6,044 shares; 2025Q2: 5,964 shares; 2025Q3: 5,748 shares; 2025Q4: 5,558 shares; 2026Q1: 5,462 shares; 2026Q2: 5,598 shares 5,598 $1.67M 0.94% +136 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: 15,579 shares; 2024Q4: 15,685 shares; 2025Q1: 14,254 shares; 2025Q2: 14,058 shares; 2025Q3: 14,263 shares; 2025Q4: 14,265 shares; 2026Q1: 13,932 shares; 2026Q2: 13,874 shares 13,874 $1.57M 0.89% -58 Timeline VONE 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: 9,744 shares; 2024Q4: 8,795 shares; 2025Q1: 8,214 shares; 2025Q2: 7,735 shares; 2025Q3: 6,920 shares; 2025Q4: 5,833 shares; 2026Q1: 5,381 shares; 2026Q2: 4,516 shares 4,516 $1.53M 0.86% -865 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,579 shares; 2025Q3: 33,673 shares; 2025Q4: 48,416 shares; 2026Q1: 55,487 shares; 2026Q2: 58,479 shares 58,479 $1.52M 0.86% +2,992 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,684 shares; 2024Q4: 9,036 shares; 2025Q1: 8,764 shares; 2025Q2: 8,755 shares; 2025Q3: 8,356 shares; 2025Q4: 8,351 shares; 2026Q1: 8,109 shares; 2026Q2: 8,395 shares 8,395 $1.37M 0.77% +286 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 24,632 shares; 2026Q1: 40,922 shares; 2026Q2: 43,783 shares 43,783 $1.3M 0.74% +2,861 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 16,932 shares; 2025Q4: 26,070 shares; 2026Q1: 47,181 shares; 2026Q2: 50,617 shares 50,617 $1.3M 0.73% +3,436 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 36,725 shares 36,725 $1.28M 0.72% new Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 20,987 shares; 2025Q4: 43,960 shares; 2026Q1: 54,768 shares; 2026Q2: 59,809 shares 59,809 $1.21M 0.68% +5,041 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: 11,347 shares; 2024Q4: 12,220 shares; 2025Q1: 4,767 shares; 2025Q2: 4,922 shares; 2025Q3: 4,610 shares; 2025Q4: 4,510 shares; 2026Q1: 4,258 shares; 2026Q2: 4,269 shares 4,269 $1.02M 0.57% +11 Timeline VDE 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: 6,523 shares; 2024Q4: 6,777 shares; 2025Q1: 6,611 shares; 2025Q2: 6,520 shares; 2025Q3: 6,286 shares; 2025Q4: 6,574 shares; 2026Q1: 6,029 shares; 2026Q2: 6,254 shares 6,254 $939K 0.53% +225 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,909 shares; 2025Q3: 40,455 shares; 2025Q4: 46,019 shares; 2026Q1: 52,947 shares; 2026Q2: 56,716 shares 56,716 $910K 0.51% +3,769 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,132 shares; 2024Q4: 1,996 shares; 2025Q1: 1,920 shares; 2025Q2: 1,837 shares; 2025Q3: 2,051 shares; 2025Q4: 1,940 shares; 2026Q1: 1,691 shares; 2026Q2: 10,965 shares 10,965 $906K 0.51% +9,274 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,695 shares; 2025Q1: 30,129 shares; 2025Q2: 44,173 shares; 2025Q3: 20,405 shares; 2025Q4: 22,968 shares; 2026Q1: 23,492 shares; 2026Q2: 22,285 shares 22,285 $862K 0.49% -1,207 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 24,884 shares 24,884 $856K 0.48% new Timeline VFH 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: 4,844 shares; 2024Q4: 6,085 shares; 2025Q1: 5,893 shares; 2025Q2: 5,893 shares; 2025Q3: 5,588 shares; 2025Q4: 5,808 shares; 2026Q1: 5,709 shares; 2026Q2: 5,969 shares 5,969 $786K 0.44% +260 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: 3,434 shares; 2024Q4: 3,348 shares; 2025Q1: 1,894 shares; 2025Q2: 1,970 shares; 2025Q3: 1,925 shares; 2025Q4: 2,005 shares; 2026Q1: 1,878 shares; 2026Q2: 2,176 shares 2,176 $768K 0.43% +298 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 17,283 shares 17,283 $744K 0.42% new Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 20,867 shares 20,867 $742K 0.42% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,206 shares; 2024Q4: 5,486 shares; 2025Q1: 5,317 shares; 2025Q2: 5,295 shares; 2025Q3: 4,990 shares; 2025Q4: 4,827 shares; 2026Q1: 4,687 shares; 2026Q2: 4,691 shares 4,691 $736K 0.41% +4 Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 7,577 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,225 shares 26,225 $724K 0.41% new Timeline VCR 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: 1,545 shares; 2024Q4: 1,907 shares; 2025Q1: 1,874 shares; 2025Q2: 1,894 shares; 2025Q3: 1,804 shares; 2025Q4: 1,793 shares; 2026Q1: 1,754 shares; 2026Q2: 1,770 shares 1,770 $702K 0.4% +16 Timeline VIS 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: 2,086 shares; 2024Q4: 2,029 shares; 2025Q1: 1,956 shares; 2025Q2: 1,957 shares; 2025Q3: 1,849 shares; 2025Q4: 1,836 shares; 2026Q1: 1,765 shares; 2026Q2: 1,892 shares 1,892 $682K 0.38% +127 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,902 shares; 2025Q1: 29,666 shares; 2025Q2: 40,622 shares; 2025Q3: 39,458 shares; 2025Q4: 19,677 shares; 2026Q1: 20,068 shares; 2026Q2: 18,998 shares 18,998 $677K 0.38% -1,070 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: 7,152 shares; 2024Q4: 6,824 shares; 2025Q1: 6,517 shares; 2025Q2: 4,793 shares; 2025Q3: 4,750 shares; 2025Q4: 4,863 shares; 2026Q1: 4,800 shares; 2026Q2: 4,689 shares 4,689 $645K 0.36% -111 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: 8,765 shares; 2024Q4: 8,950 shares; 2025Q1: 6,142 shares; 2025Q2: 6,151 shares; 2025Q3: 6,026 shares; 2025Q4: 5,495 shares; 2026Q1: 4,216 shares; 2026Q2: 4,235 shares 4,235 $621K 0.35% +19 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,308 shares; 2024Q4: 2,224 shares; 2025Q1: 1,989 shares; 2025Q2: 1,907 shares; 2025Q3: 1,829 shares; 2025Q4: 1,875 shares; 2026Q1: 1,839 shares; 2026Q2: 1,819 shares 1,819 $609K 0.34% -20 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,254 shares; 2024Q4: 9,889 shares; 2025Q1: 9,217 shares; 2025Q2: 7,826 shares; 2025Q3: 5,574 shares; 2025Q4: 4,749 shares; 2026Q1: 4,056 shares; 2026Q2: 4,072 shares 4,072 $601K 0.34% +16 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: 15,100 shares; 2024Q4: 15,003 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 494 shares; 2026Q2: 553 shares 553 $589K 0.33% +59 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: 2,139 shares; 2024Q4: 2,166 shares; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 911 shares; 2025Q4: 1,219 shares; 2026Q1: 1,324 shares; 2026Q2: 1,393 shares 1,393 $586K 0.33% +69 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: 3,814 shares; 2024Q4: 2,602 shares; 2025Q1: 2,521 shares; 2025Q2: 2,492 shares; 2025Q3: 2,361 shares; 2025Q4: 2,345 shares; 2026Q1: 2,281 shares; 2026Q2: 2,786 shares 2,786 $545K 0.31% +505 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,232 shares; 2025Q1: 2,212 shares; 2025Q2: 4,715 shares; 2025Q3: 5,990 shares; 2025Q4: 3,776 shares; 2026Q1: 2,308 shares; 2026Q2: 5,249 shares 5,249 $530K 0.3% +2,941 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,152 shares; 2024Q4: 4,031 shares; 2025Q1: 3,727 shares; 2025Q2: 3,285 shares; 2025Q3: 2,549 shares; 2025Q4: 2,114 shares; 2026Q1: 1,727 shares; 2026Q2: 1,688 shares 1,688 $507K 0.29% -39 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: 4,711 shares; 2024Q4: 4,828 shares; 2025Q1: 2,314 shares; 2025Q2: 2,424 shares; 2025Q3: 2,317 shares; 2025Q4: 2,246 shares; 2026Q1: 1,975 shares; 2026Q2: 1,989 shares 1,989 $501K 0.28% +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: 871 shares; 2024Q4: 1,405 shares; 2025Q1: 1,013 shares; 2025Q2: 1,016 shares; 2025Q3: 1,031 shares; 2025Q4: 1,288 shares; 2026Q1: 1,261 shares; 2026Q2: 1,351 shares 1,351 $498K 0.28% +90 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,801 shares; 2024Q4: 6,618 shares; 2025Q1: 5,961 shares; 2025Q2: 5,251 shares; 2025Q3: 4,094 shares; 2025Q4: 3,419 shares; 2026Q1: 2,806 shares; 2026Q2: 2,772 shares 2,772 $495K 0.28% -34 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,016 shares; 2024Q4: 2,963 shares; 2025Q1: 2,460 shares; 2025Q2: 2,371 shares; 2025Q3: 2,314 shares; 2025Q4: 2,259 shares; 2026Q1: 2,176 shares; 2026Q2: 2,382 shares 2,382 $491K 0.28% +206 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,613 shares; 2024Q4: 8,337 shares; 2025Q1: 7,741 shares; 2025Q2: 6,836 shares; 2025Q3: 5,329 shares; 2025Q4: 4,440 shares; 2026Q1: 3,629 shares; 2026Q2: 3,579 shares 3,579 $489K 0.28% -50 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: 4,205 shares; 2024Q4: 4,284 shares; 2025Q1: 2,179 shares; 2025Q2: 1,760 shares; 2025Q3: 1,809 shares; 2025Q4: 1,668 shares; 2026Q1: 1,599 shares; 2026Q2: 1,491 shares 1,491 $488K 0.28% -108 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,595 shares; 2024Q4: 1,548 shares; 2025Q1: 1,431 shares; 2025Q2: 1,251 shares; 2025Q3: 981 shares; 2025Q4: 818 shares; 2026Q1: 669 shares; 2026Q2: 666 shares 666 $468K 0.26% -3 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: 12,440 shares; 2024Q4: 11,646 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,353 shares 3,353 $468K 0.26% new 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: 1,224 shares; 2024Q4: 1,122 shares; 2025Q1: 1,099 shares; 2025Q2: 709 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 394 shares; 2026Q2: 608 shares 608 $454K 0.26% +214 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: 4,737 shares; 2024Q4: 4,902 shares; 2025Q1: 2,221 shares; 2025Q2: 2,042 shares; 2025Q3: 1,992 shares; 2025Q4: 1,823 shares; 2026Q1: 1,774 shares; 2026Q2: 1,783 shares 1,783 $453K 0.26% +9 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,809 shares; 2024Q4: 8,369 shares; 2025Q1: 3,645 shares; 2025Q2: 3,555 shares; 2025Q3: 4,018 shares; 2025Q4: 3,732 shares; 2026Q1: 3,544 shares; 2026Q2: 3,420 shares 3,420 $439K 0.25% -124 Timeline GAEM SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 8,468 shares; 2025Q4: 13,007 shares; 2026Q1: 15,109 shares; 2026Q2: 16,172 shares 16,172 $435K 0.25% +1,063 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 884 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 670 shares 670 $429K 0.24% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 581 shares; 2025Q2: 571 shares; 2025Q3: 545 shares; 2025Q4: 813 shares; 2026Q1: 714 shares; 2026Q2: 4,675 shares 4,675 $403K 0.23% +3,961 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: 6,725 shares; 2024Q4: 7,365 shares; 2025Q1: not reported; 2025Q2: 1,163 shares; 2025Q3: 1,132 shares; 2025Q4: 1,278 shares; 2026Q1: 1,215 shares; 2026Q2: 1,117 shares 1,117 $399K 0.23% -98 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: 2,206 shares; 2024Q4: 2,520 shares; 2025Q1: 920 shares; 2025Q2: 900 shares; 2025Q3: 622 shares; 2025Q4: 619 shares; 2026Q1: 610 shares; 2026Q2: 686 shares 686 $386K 0.22% +76 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,094 shares; 2025Q4: 1,579 shares; 2026Q1: 1,050 shares; 2026Q2: 1,075 shares 1,075 $380K 0.21% +25 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 12,263 shares 12,263 $378K 0.21% new 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: 1,804 shares; 2024Q4: 2,260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 641 shares 641 $372K 0.21% new 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: 1,203 shares; 2024Q4: 1,077 shares; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 972 shares; 2025Q4: 2,463 shares; 2026Q1: 2,108 shares; 2026Q2: 1,912 shares 1,912 $364K 0.21% -196 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: 11,447 shares; 2024Q4: 12,161 shares; 2025Q1: 3,359 shares; 2025Q2: 3,427 shares; 2025Q3: 3,028 shares; 2025Q4: 3,060 shares; 2026Q1: 3,125 shares; 2026Q2: 3,097 shares 3,097 $364K 0.21% -28 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: 5,848 shares; 2024Q4: 6,935 shares; 2025Q1: 6,357 shares; 2025Q2: 6,135 shares; 2025Q3: 3,776 shares; 2025Q4: 6,678 shares; 2026Q1: 6,834 shares; 2026Q2: 6,820 shares 6,820 $362K 0.2% -14 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,898 shares; 2024Q4: 3,373 shares; 2025Q1: 3,068 shares; 2025Q2: 3,005 shares; 2025Q3: 2,939 shares; 2025Q4: 2,881 shares; 2026Q1: 2,938 shares; 2026Q2: 2,835 shares 2,835 $359K 0.2% -103 Timeline RSPT 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: 13,190 shares; 2024Q4: 12,994 shares; 2025Q1: 12,560 shares; 2025Q2: 12,131 shares; 2025Q3: 6,128 shares; 2025Q4: 5,693 shares; 2026Q1: 5,705 shares; 2026Q2: 5,557 shares 5,557 $358K 0.2% -148 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,218 shares; 2025Q1: 1,161 shares; 2025Q2: 1,096 shares; 2025Q3: 1,096 shares; 2025Q4: 1,057 shares; 2026Q1: 1,036 shares; 2026Q2: 1,020 shares 1,020 $350K 0.2% -16 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,017 shares; 2024Q4: 1,035 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811 shares; 2026Q2: 1,011 shares 1,011 $348K 0.2% +200 Timeline VOT 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: 1,124 shares; 2024Q4: 1,109 shares; 2025Q1: 1,060 shares; 2025Q2: 963 shares; 2025Q3: 864 shares; 2025Q4: 880 shares; 2026Q1: 858 shares; 2026Q2: 1,049 shares 1,049 $321K 0.18% +191 Timeline VOX 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: 2,444 shares; 2024Q4: 2,224 shares; 2025Q1: 2,115 shares; 2025Q2: 1,964 shares; 2025Q3: 1,781 shares; 2025Q4: 1,732 shares; 2026Q1: 1,735 shares; 2026Q2: 1,734 shares 1,734 $319K 0.18% -1 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: 1,992 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 271 shares 271 $313K 0.18% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,581 shares; 2024Q4: 1,580 shares; 2025Q1: 1,417 shares; 2025Q2: 1,343 shares; 2025Q3: 1,293 shares; 2025Q4: 1,185 shares; 2026Q1: 1,074 shares; 2026Q2: 1,100 shares 1,100 $309K 0.17% +26 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,708 shares; 2024Q4: 2,657 shares; 2025Q1: 2,492 shares; 2025Q2: 2,436 shares; 2025Q3: 2,357 shares; 2025Q4: 2,183 shares; 2026Q1: 1,935 shares; 2026Q2: 1,950 shares 1,950 $304K 0.17% +15 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,589 shares; 2024Q4: not reported; 2025Q1: 3,049 shares; 2025Q2: not reported; 2025Q3: 3,286 shares; 2025Q4: 3,079 shares; 2026Q1: 2,871 shares; 2026Q2: 2,867 shares 2,867 $297K 0.17% -4 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: 2,446 shares; 2024Q4: 2,452 shares; 2025Q1: 2,086 shares; 2025Q2: 2,011 shares; 2025Q3: 1,939 shares; 2025Q4: 1,862 shares; 2026Q1: 1,783 shares; 2026Q2: 1,788 shares 1,788 $289K 0.16% +5 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,451 shares; 2024Q4: 9,903 shares; 2025Q1: 9,364 shares; 2025Q2: 9,030 shares; 2025Q3: 4,794 shares; 2025Q4: 4,426 shares; 2026Q1: 4,230 shares; 2026Q2: 4,180 shares 4,180 $280K 0.16% -50 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: 3,605 shares; 2024Q4: 3,488 shares; 2025Q1: 1,464 shares; 2025Q2: 1,213 shares; 2025Q3: 569 shares; 2025Q4: 546 shares; 2026Q1: 543 shares; 2026Q2: 546 shares 546 $273K 0.15% +3 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,697 shares; 2024Q4: 4,574 shares; 2025Q1: 3,782 shares; 2025Q2: 3,707 shares; 2025Q3: 3,589 shares; 2025Q4: 3,360 shares; 2026Q1: 3,238 shares; 2026Q2: 3,131 shares 3,131 $272K 0.15% -107 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,722 shares; 2024Q4: 1,677 shares; 2025Q1: 1,354 shares; 2025Q2: 1,314 shares; 2025Q3: 1,251 shares; 2025Q4: 1,202 shares; 2026Q1: 1,136 shares; 2026Q2: 1,143 shares 1,143 $272K 0.15% +7 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: 2,403 shares; 2024Q4: 2,391 shares; 2025Q1: 1,936 shares; 2025Q2: 1,799 shares; 2025Q3: 1,682 shares; 2025Q4: 1,480 shares; 2026Q1: 1,399 shares; 2026Q2: 1,410 shares 1,410 $268K 0.15% +11 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: 1,302 shares; 2024Q4: 1,449 shares; 2025Q1: 1,162 shares; 2025Q2: 1,122 shares; 2025Q3: 1,094 shares; 2025Q4: 1,055 shares; 2026Q1: 988 shares; 2026Q2: 943 shares 943 $257K 0.14% -45 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012 shares; 2024Q4: 1,973 shares; 2025Q1: 1,897 shares; 2025Q2: 1,827 shares; 2025Q3: 1,776 shares; 2025Q4: 1,675 shares; 2026Q1: 1,466 shares; 2026Q2: 1,499 shares 1,499 $253K 0.14% +33 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 883 shares; 2024Q4: 831 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 691 shares; 2025Q4: 755 shares; 2026Q1: 684 shares; 2026Q2: 684 shares 684 $250K 0.14% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 1,458 shares 1,458 $249K 0.14% new 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: not reported; 2025Q3: not reported; 2025Q4: 3,939 shares; 2026Q1: 4,366 shares; 2026Q2: 4,651 shares 4,651 $249K 0.14% +285 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,694 shares; 2024Q4: 1,556 shares; 2025Q1: 1,514 shares; 2025Q2: 1,514 shares; 2025Q3: 1,446 shares; 2025Q4: 1,448 shares; 2026Q1: 1,422 shares; 2026Q2: 1,429 shares 1,429 $243K 0.14% +7 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 1,202 shares 1,202 $241K 0.14% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,619 shares; 2024Q4: 29,671 shares; 2025Q1: 27,131 shares; 2025Q2: 27,131 shares; 2025Q3: 27,131 shares; 2025Q4: 27,131 shares; 2026Q1: 27,131 shares; 2026Q2: 22,333 shares 22,333 $241K 0.14% -4,798 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: 2,388 shares; 2024Q4: 2,565 shares; 2025Q1: 950 shares; 2025Q2: 1,138 shares; 2025Q3: 992 shares; 2025Q4: 957 shares; 2026Q1: 871 shares; 2026Q2: 882 shares 882 $238K 0.13% +11 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 885 shares; 2026Q2: 885 shares 885 $237K 0.13% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES 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: 15,519 shares; 2025Q4: 15,519 shares; 2026Q1: 15,519 shares; 2026Q2: 15,519 shares 15,519 $235K 0.13% 0 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,605 shares; 2025Q2: 16,270 shares; 2025Q3: 24,065 shares; 2025Q4: 20,986 shares; 2026Q1: 9,337 shares; 2026Q2: 9,874 shares 9,874 $235K 0.13% +537 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 936 shares; 2024Q4: 1,058 shares; 2025Q1: 783 shares; 2025Q2: 807 shares; 2025Q3: 711 shares; 2025Q4: 646 shares; 2026Q1: 628 shares; 2026Q2: 639 shares 639 $231K 0.13% +11 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,043 shares; 2024Q4: 9,075 shares; 2025Q1: 4,739 shares; 2025Q2: 5,389 shares; 2025Q3: 5,348 shares; 2025Q4: not reported; 2026Q1: 4,042 shares; 2026Q2: 5,434 shares 5,434 $230K 0.13% +1,392 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,282 shares; 2025Q3: 1,259 shares; 2025Q4: not reported; 2026Q1: 1,254 shares; 2026Q2: 1,247 shares 1,247 $226K 0.13% -7 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,038 shares; 2026Q2: 3,040 shares 3,040 $219K 0.12% +2 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: 1,921 shares; 2024Q4: 2,070 shares; 2025Q1: 1,425 shares; 2025Q2: 1,372 shares; 2025Q3: 1,266 shares; 2025Q4: 1,201 shares; 2026Q1: not reported; 2026Q2: 1,162 shares 1,162 $215K 0.12% new Timeline DIVI 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: 11,457 shares; 2024Q4: 12,427 shares; 2025Q1: 11,847 shares; 2025Q2: 11,273 shares; 2025Q3: 5,531 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,949 shares 4,949 $211K 0.12% new Timeline SPYG 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: 1,734 shares 1,734 $206K 0.12% new Timeline