SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,976,058 shares; 2024Q4: 5,990,685 shares; 2025Q1: 6,192,256 shares; 2025Q2: 6,136,147 shares; 2025Q3: 6,154,009 shares; 2025Q4: 6,216,158 shares; 2026Q1: 4,885,976 shares; 2026Q2: 4,853,947 shares 4,853,947 $143M 16.55% -32,029 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 781,385 shares; 2026Q2: 842,326 shares 842,326 $49.7M 5.75% +60,941 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: 4,199 shares; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares; 2025Q2: 4,199 shares; 2025Q3: 4,326 shares; 2025Q4: 4,326 shares; 2026Q1: 187,912 shares; 2026Q2: 219,076 shares 219,076 $47.7M 5.53% +31,164 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621,325 shares; 2024Q4: 1,244,554 shares; 2025Q1: 1,339,904 shares; 2025Q2: 1,363,373 shares; 2025Q3: 1,358,215 shares; 2025Q4: 1,372,086 shares; 2026Q1: 1,562,897 shares; 2026Q2: 1,668,792 shares 1,668,792 $46.2M 5.35% +105,895 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 661,278 shares; 2024Q4: 1,324,272 shares; 2025Q1: 1,334,872 shares; 2025Q2: 1,346,257 shares; 2025Q3: 1,387,002 shares; 2025Q4: 1,499,610 shares; 2026Q1: 1,517,207 shares; 2026Q2: 1,623,663 shares 1,623,663 $43M 4.98% +106,456 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443,653 shares; 2024Q4: 916,130 shares; 2025Q1: 949,083 shares; 2025Q2: 982,950 shares; 2025Q3: 984,833 shares; 2025Q4: 997,412 shares; 2026Q1: 1,039,134 shares; 2026Q2: 1,096,973 shares 1,096,973 $39.6M 4.59% +57,839 Timeline VCSH 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: 705,616 shares; 2024Q4: 724,647 shares; 2025Q1: 728,627 shares; 2025Q2: 742,293 shares; 2025Q3: 769,965 shares; 2025Q4: 822,153 shares; 2026Q1: 442,058 shares; 2026Q2: 427,179 shares 427,179 $33.8M 3.91% -14,879 Timeline VWOB 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: 365,472 shares; 2024Q4: 365,576 shares; 2025Q1: 372,346 shares; 2025Q2: 371,527 shares; 2025Q3: 377,876 shares; 2025Q4: 393,574 shares; 2026Q1: 406,477 shares; 2026Q2: 435,695 shares 435,695 $29.3M 3.39% +29,218 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: 81,044 shares; 2024Q4: 83,539 shares; 2025Q1: 79,455 shares; 2025Q2: 93,800 shares; 2025Q3: 87,849 shares; 2025Q4: 88,079 shares; 2026Q1: 80,797 shares; 2026Q2: 79,239 shares 79,239 $27.3M 3.16% -1,558 Timeline DFAE 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: not reported; 2025Q4: not reported; 2026Q1: 592,361 shares; 2026Q2: 651,220 shares 651,220 $26.2M 3.03% +58,859 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130,665 shares; 2024Q4: 1,122,528 shares; 2025Q1: 1,135,797 shares; 2025Q2: 1,177,126 shares; 2025Q3: 1,164,240 shares; 2025Q4: 1,186,483 shares; 2026Q1: 628,752 shares; 2026Q2: 623,170 shares 623,170 $22.6M 2.62% -5,582 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: 274,915 shares; 2024Q4: 278,459 shares; 2025Q1: 283,068 shares; 2025Q2: 289,256 shares; 2025Q3: 293,456 shares; 2025Q4: 295,551 shares; 2026Q1: 294,502 shares; 2026Q2: 304,985 shares 304,985 $21.3M 2.47% +10,483 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 394,097 shares; 2026Q2: 438,441 shares 438,441 $21.2M 2.46% +44,344 Timeline VCIT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242,260 shares; 2026Q2: 255,153 shares 255,153 $21.1M 2.44% +12,893 Timeline SHYG 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: 417,960 shares; 2026Q2: 453,800 shares 453,800 $19.2M 2.23% +35,840 Timeline DFAX 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: 1,231,196 shares; 2024Q4: 1,254,599 shares; 2025Q1: 1,312,871 shares; 2025Q2: 1,328,699 shares; 2025Q3: 1,309,798 shares; 2025Q4: 1,317,406 shares; 2026Q1: 484,743 shares; 2026Q2: 480,554 shares 480,554 $17.7M 2.05% -4,189 Timeline VSS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,324 shares; 2026Q2: 113,969 shares 113,969 $17.6M 2.04% +13,645 Timeline DFIV 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: not reported; 2025Q4: not reported; 2026Q1: 297,465 shares; 2026Q2: 323,303 shares 323,303 $17.5M 2.02% +25,838 Timeline MBB 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: 165,545 shares; 2026Q2: 180,746 shares 180,746 $17.1M 1.98% +15,201 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,017 shares; 2024Q4: 345,769 shares; 2025Q1: 348,511 shares; 2025Q2: 339,194 shares; 2025Q3: 329,981 shares; 2025Q4: 325,924 shares; 2026Q1: 281,416 shares; 2026Q2: 256,826 shares 256,826 $13.6M 1.57% -24,590 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: 38,492 shares; 2024Q4: 37,639 shares; 2025Q1: 38,080 shares; 2025Q2: 41,403 shares; 2025Q3: 39,805 shares; 2025Q4: 39,530 shares; 2026Q1: 40,153 shares; 2026Q2: 39,084 shares 39,084 $11.8M 1.37% -1,069 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,247 shares; 2024Q4: 110,945 shares; 2025Q1: 111,827 shares; 2025Q2: 108,741 shares; 2025Q3: 103,524 shares; 2025Q4: 103,588 shares; 2026Q1: 104,360 shares; 2026Q2: 102,546 shares 102,546 $11.2M 1.3% -1,814 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: 30,337 shares; 2024Q4: 31,063 shares; 2025Q1: 31,063 shares; 2025Q2: 30,962 shares; 2025Q3: 29,362 shares; 2025Q4: 29,285 shares; 2026Q1: 30,238 shares; 2026Q2: 29,141 shares 29,141 $10.3M 1.19% -1,097 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: 165,457 shares; 2024Q4: 182,189 shares; 2025Q1: 204,113 shares; 2025Q2: 192,313 shares; 2025Q3: 183,960 shares; 2025Q4: 177,522 shares; 2026Q1: 171,405 shares; 2026Q2: 163,505 shares 163,505 $9.76M 1.13% -7,900 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,753 shares; 2024Q4: 242,430 shares; 2025Q1: 242,537 shares; 2025Q2: 223,837 shares; 2025Q3: 215,179 shares; 2025Q4: 213,286 shares; 2026Q1: 180,967 shares; 2026Q2: 181,196 shares 181,196 $9.5M 1.1% +229 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,965 shares; 2026Q2: 191,915 shares 191,915 $9.23M 1.07% +9,950 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: 53,107 shares; 2024Q4: 53,287 shares; 2025Q1: 53,539 shares; 2025Q2: 38,722 shares; 2025Q3: 82,427 shares; 2025Q4: 38,972 shares; 2026Q1: 74,748 shares; 2026Q2: 39,706 shares 39,706 $7.94M 0.92% -35,042 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: 119,358 shares; 2024Q4: 148,537 shares; 2025Q1: 128,765 shares; 2025Q2: 123,673 shares; 2025Q3: 119,378 shares; 2025Q4: 117,426 shares; 2026Q1: 119,711 shares; 2026Q2: 111,504 shares 111,504 $7.94M 0.92% -8,207 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 206,324 shares; 2026Q2: 219,227 shares 219,227 $7.63M 0.88% +12,903 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: 8,454 shares; 2024Q4: 8,366 shares; 2025Q1: 8,306 shares; 2025Q2: 7,486 shares; 2025Q3: 7,476 shares; 2025Q4: 7,456 shares; 2026Q1: 6,946 shares; 2026Q2: 9,588 shares 9,588 $7.16M 0.83% +2,642 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: 25,620 shares; 2024Q4: 25,620 shares; 2025Q1: 25,620 shares; 2025Q2: 25,320 shares; 2025Q3: 26,416 shares; 2025Q4: 26,416 shares; 2026Q1: 27,534 shares; 2026Q2: 23,720 shares 23,720 $5.65M 0.65% -3,814 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: 163,179 shares; 2024Q4: 163,179 shares; 2025Q1: 163,179 shares; 2025Q2: 163,179 shares; 2025Q3: 163,179 shares; 2025Q4: 163,179 shares; 2026Q1: 126,647 shares; 2026Q2: 126,647 shares 126,647 $5.62M 0.65% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,476 shares; 2024Q4: 52,599 shares; 2025Q1: 52,394 shares; 2025Q2: 51,169 shares; 2025Q3: 49,649 shares; 2025Q4: 49,047 shares; 2026Q1: 49,619 shares; 2026Q2: 49,369 shares 49,369 $4.76M 0.55% -250 Timeline VBR 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: 13,649 shares; 2024Q4: 13,648 shares; 2025Q1: 15,027 shares; 2025Q2: 19,017 shares; 2025Q3: 17,875 shares; 2025Q4: 19,149 shares; 2026Q1: 20,362 shares; 2026Q2: 18,875 shares 18,875 $4.59M 0.53% -1,487 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,869 shares; 2026Q2: 169,040 shares 169,040 $4.17M 0.48% +111,171 Timeline IGIB 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: 32,852 shares; 2026Q2: 72,763 shares 72,763 $3.87M 0.45% +39,911 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: 7,237 shares; 2024Q4: 5,342 shares; 2025Q1: 5,134 shares; 2025Q2: 5,138 shares; 2025Q3: 5,152 shares; 2025Q4: 5,234 shares; 2026Q1: 4,373 shares; 2026Q2: 4,803 shares 4,803 $3.6M 0.42% +430 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: 8,577 shares; 2024Q4: 8,504 shares; 2025Q1: 8,584 shares; 2025Q2: 9,035 shares; 2025Q3: 10,610 shares; 2025Q4: 10,567 shares; 2026Q1: 13,270 shares; 2026Q2: 11,188 shares 11,188 $3.24M 0.37% -2,082 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: 2,553 shares; 2024Q4: 2,553 shares; 2025Q1: 2,553 shares; 2025Q2: 2,553 shares; 2025Q3: 2,778 shares; 2025Q4: 2,628 shares; 2026Q1: 2,857 shares; 2026Q2: 6,263 shares 6,263 $3.13M 0.36% +3,406 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: 7,985 shares; 2024Q4: 7,835 shares; 2025Q1: 7,835 shares; 2025Q2: 7,835 shares; 2025Q3: 8,135 shares; 2025Q4: 8,135 shares; 2026Q1: 8,862 shares; 2026Q2: 8,397 shares 8,397 $3M 0.35% -465 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,129 shares; 2024Q4: 189,972 shares; 2025Q1: 190,579 shares; 2025Q2: 179,949 shares; 2025Q3: 169,523 shares; 2025Q4: 166,637 shares; 2026Q1: 62,494 shares; 2026Q2: 38,515 shares 38,515 $2.83M 0.33% -23,979 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: 101,744 shares; 2024Q4: 87,105 shares; 2025Q1: 82,056 shares; 2025Q2: 74,565 shares; 2025Q3: 73,524 shares; 2025Q4: 72,500 shares; 2026Q1: 29,545 shares; 2026Q2: 28,532 shares 28,532 $2.82M 0.33% -1,013 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,464 shares; 2024Q4: 14,464 shares; 2025Q1: 14,464 shares; 2025Q2: 14,464 shares; 2025Q3: 14,464 shares; 2025Q4: 14,464 shares; 2026Q1: 14,464 shares; 2026Q2: 14,464 shares 14,464 $2.68M 0.31% 0 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: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,868 shares; 2025Q2: 5,583 shares; 2025Q3: 6,229 shares; 2025Q4: 6,229 shares; 2026Q1: 7,194 shares; 2026Q2: 6,568 shares 6,568 $2.43M 0.28% -626 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: 17,955 shares; 2024Q4: 15,893 shares; 2025Q1: 15,425 shares; 2025Q2: 15,192 shares; 2025Q3: 15,261 shares; 2025Q4: 14,792 shares; 2026Q1: 15,010 shares; 2026Q2: 14,748 shares 14,748 $2.19M 0.25% -262 Timeline EFV 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: 24,432 shares; 2026Q2: 26,722 shares 26,722 $2.05M 0.24% +2,290 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995,941 shares; 2024Q4: 2,041,533 shares; 2025Q1: 2,088,164 shares; 2025Q2: 2,123,549 shares; 2025Q3: 2,241,127 shares; 2025Q4: 2,400,575 shares; 2026Q1: 226,820 shares; 2026Q2: 85,784 shares 85,784 $1.98M 0.23% -141,036 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,000 shares; 2024Q4: 31,247 shares; 2025Q1: 30,233 shares; 2025Q2: 29,103 shares; 2025Q3: 28,981 shares; 2025Q4: 28,449 shares; 2026Q1: 23,162 shares; 2026Q2: 23,162 shares 23,162 $1.92M 0.22% 0 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: 1,942 shares; 2024Q4: 1,942 shares; 2025Q1: 1,942 shares; 2025Q2: 1,890 shares; 2025Q3: 1,822 shares; 2025Q4: 1,604 shares; 2026Q1: 1,662 shares; 2026Q2: 1,629 shares 1,629 $1.73M 0.2% -33 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 828,468 shares; 2024Q4: 850,696 shares; 2025Q1: 874,246 shares; 2025Q2: 925,957 shares; 2025Q3: 990,848 shares; 2025Q4: 1,026,973 shares; 2026Q1: 114,508 shares; 2026Q2: 71,692 shares 71,692 $1.7M 0.2% -42,816 Timeline VMBS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,799 shares; 2026Q2: 35,076 shares 35,076 $1.64M 0.19% +24,277 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,846 shares; 2026Q2: 53,264 shares 53,264 $1.39M 0.16% +11,418 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: 19,577 shares; 2024Q4: 16,598 shares; 2025Q1: 15,944 shares; 2025Q2: 15,752 shares; 2025Q3: 15,653 shares; 2025Q4: 14,996 shares; 2026Q1: 14,330 shares; 2026Q2: 13,960 shares 13,960 $1.35M 0.16% -370 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: 3,768 shares; 2024Q4: 3,768 shares; 2025Q1: 3,768 shares; 2025Q2: 3,458 shares; 2025Q3: 3,416 shares; 2025Q4: 3,416 shares; 2026Q1: 3,729 shares; 2026Q2: 3,547 shares 3,547 $1.16M 0.13% -182 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: 2,148 shares; 2024Q4: 2,148 shares; 2025Q1: 2,148 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares; 2026Q2: 2,867 shares 2,867 $1.06M 0.12% +719 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,740 shares; 2024Q4: 12,740 shares; 2025Q1: 11,740 shares; 2025Q2: 11,740 shares; 2025Q3: 11,740 shares; 2025Q4: 11,740 shares; 2026Q1: 11,471 shares; 2026Q2: 10,770 shares 10,770 $1.04M 0.12% -701 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 760 shares 760 $1.03M 0.12% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 776 shares; 2026Q2: 846 shares 846 $977K 0.11% +70 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: 2,332 shares; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 1,638 shares; 2025Q3: 2,128 shares; 2025Q4: 2,054 shares; 2026Q1: 3,437 shares; 2026Q2: 2,542 shares 2,542 $948K 0.11% -895 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: 3,186 shares; 2024Q4: 3,186 shares; 2025Q1: 2,863 shares; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares; 2025Q4: 2,846 shares; 2026Q1: 3,416 shares; 2026Q2: 3,286 shares 3,286 $924K 0.11% -130 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,620 shares; 2024Q4: 196,267 shares; 2025Q1: 201,010 shares; 2025Q2: 199,689 shares; 2025Q3: 205,612 shares; 2025Q4: 217,454 shares; 2026Q1: 24,665 shares; 2026Q2: 10,701 shares 10,701 $856K 0.1% -13,964 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: 7,481 shares; 2024Q4: 7,481 shares; 2025Q1: 7,481 shares; 2025Q2: 7,481 shares; 2025Q3: 7,481 shares; 2025Q4: 7,481 shares; 2026Q1: 7,481 shares; 2026Q2: 7,481 shares 7,481 $825K 0.1% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $808K 0.09% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,812 shares; 2024Q4: 2,812 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares; 2026Q1: 2,955 shares; 2026Q2: 2,928 shares 2,928 $795K 0.09% -27 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: 1,699 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,803 shares; 2025Q4: 1,417 shares; 2026Q1: 1,533 shares; 2026Q2: 1,339 shares 1,339 $754K 0.09% -194 Timeline VGK 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: 8,405 shares; 2024Q4: 8,405 shares; 2025Q1: 8,405 shares; 2025Q2: 8,405 shares; 2025Q3: 8,405 shares; 2025Q4: 8,405 shares; 2026Q1: 8,714 shares; 2026Q2: 8,405 shares 8,405 $744K 0.09% -309 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: 2,951 shares; 2024Q4: 2,951 shares; 2025Q1: 2,951 shares; 2025Q2: 2,951 shares; 2025Q3: 5,103 shares; 2025Q4: 5,103 shares; 2026Q1: 5,716 shares; 2026Q2: 5,384 shares 5,384 $736K 0.09% -332 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: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 1,178 shares; 2025Q2: 1,178 shares; 2025Q3: 1,253 shares; 2025Q4: 1,253 shares; 2026Q1: 1,253 shares; 2026Q2: 5,012 shares 5,012 $622K 0.07% +3,759 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 823 shares; 2026Q2: 2,036 shares 2,036 $612K 0.07% +1,213 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 663 shares 663 $556K 0.06% new 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: 4,360 shares; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 3,810 shares; 2025Q3: 3,529 shares; 2025Q4: 3,529 shares; 2026Q1: 3,842 shares; 2026Q2: 3,764 shares 3,764 $552K 0.06% -78 Timeline VNQ 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: 55,155 shares; 2024Q4: 59,656 shares; 2025Q1: 65,961 shares; 2025Q2: 63,229 shares; 2025Q3: 61,060 shares; 2025Q4: 62,904 shares; 2026Q1: 9,595 shares; 2026Q2: 5,503 shares 5,503 $531K 0.06% -4,092 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 3,584 shares; 2025Q2: 3,584 shares; 2025Q3: 3,584 shares; 2025Q4: 3,613 shares; 2026Q1: 3,584 shares; 2026Q2: 3,584 shares 3,584 $525K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,642 shares; 2026Q2: 10,268 shares 10,268 $520K 0.06% +626 Timeline JNK 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: 30,556 shares; 2024Q4: 30,685 shares; 2025Q1: 29,608 shares; 2025Q2: 30,075 shares; 2025Q3: 29,159 shares; 2025Q4: 29,082 shares; 2026Q1: 9,669 shares; 2026Q2: 5,184 shares 5,184 $500K 0.06% -4,485 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,319 shares; 2026Q2: 1,165 shares 1,165 $435K 0.05% -154 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: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares; 2026Q2: 618 shares 618 $435K 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: 491 shares; 2026Q2: 363 shares 363 $426K 0.05% -128 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS 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: 4,363 shares; 2025Q4: 4,213 shares; 2026Q1: 4,022 shares; 2026Q2: 3,965 shares 3,965 $426K 0.05% -57 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,456 shares; 2025Q4: 3,456 shares; 2026Q1: 4,951 shares; 2026Q2: 3,628 shares 3,628 $411K 0.05% -1,323 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 9,038 shares 9,038 $408K 0.05% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,884 shares 2,884 $403K 0.05% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 1,063 shares 1,063 $388K 0.04% new Timeline VPL 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: 5,056 shares; 2024Q4: 5,056 shares; 2025Q1: 5,056 shares; 2025Q2: 5,056 shares; 2025Q3: 5,056 shares; 2025Q4: 5,056 shares; 2026Q1: 3,343 shares; 2026Q2: 3,343 shares 3,343 $387K 0.04% 0 Timeline XLV 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: 2,394 shares; 2024Q4: 2,394 shares; 2025Q1: 2,394 shares; 2025Q2: 2,404 shares; 2025Q3: 2,394 shares; 2025Q4: 2,394 shares; 2026Q1: 2,394 shares; 2026Q2: 2,394 shares 2,394 $380K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 932 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 759 shares; 2026Q1: 1,039 shares; 2026Q2: 882 shares 882 $371K 0.04% -157 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: 4,190 shares; 2024Q4: 4,190 shares; 2025Q1: 4,190 shares; 2025Q2: 4,190 shares; 2025Q3: 4,190 shares; 2025Q4: 4,190 shares; 2026Q1: 4,190 shares; 2026Q2: 4,190 shares 4,190 $351K 0.04% 0 Timeline AIP ARTERIS INC More: the full row for ARTERIS 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: 6,947 shares 6,947 $338K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 2,237 shares; 2026Q2: 1,742 shares 1,742 $322K 0.04% -495 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: not reported; 2026Q1: not reported; 2026Q2: 5,950 shares 5,950 $318K 0.04% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 1,148 shares 1,148 $312K 0.04% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES 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: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $298K 0.03% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 1,020 shares 1,020 $292K 0.03% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 449 shares 449 $287K 0.03% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,354 shares; 2026Q2: 3,354 shares 3,354 $287K 0.03% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES 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: 1,492 shares 1,492 $279K 0.03% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $277K 0.03% 0 Timeline FNB F N B CORP More: the full row for F N B 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: 14,071 shares; 2026Q2: 14,071 shares 14,071 $268K 0.03% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: not reported; 2025Q2: 419 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 519 shares; 2026Q2: 600 shares 600 $268K 0.03% +81 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 729 shares; 2026Q2: 510 shares 510 $265K 0.03% -219 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,228 shares; 2026Q2: 674 shares 674 $255K 0.03% -554 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 187 shares; 2026Q2: 123 shares 123 $244K 0.03% -64 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES 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: 2,766 shares 2,766 $224K 0.03% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: 2,886 shares 2,886 $222K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,312 shares; 2026Q2: 1,331 shares 1,331 $221K 0.03% +19 Timeline EAT BRINKER INTL INC More: the full row for BRINKER 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,252 shares 1,252 $210K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 766 shares; 2025Q1: 766 shares; 2025Q2: 768 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 955 shares; 2026Q2: 803 shares 803 $210K 0.02% -152 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,085 shares; 2024Q4: 4,015 shares; 2025Q1: 4,015 shares; 2025Q2: 3,974 shares; 2025Q3: 3,974 shares; 2025Q4: 3,859 shares; 2026Q1: 3,859 shares; 2026Q2: 3,859 shares 3,859 $203K 0.02% 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: 940 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 719 shares; 2026Q2: 591 shares 591 $203K 0.02% -128 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 1,394 shares 1,394 $202K 0.02% new Timeline EGHT 8X8 INC NEW More: the full row for 8X8 INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,788 shares; 2024Q4: 18,788 shares; 2025Q1: 18,788 shares; 2025Q2: 18,788 shares; 2025Q3: 18,788 shares; 2025Q4: 18,788 shares; 2026Q1: 19,450 shares; 2026Q2: 19,045 shares 19,045 $32.6K <0.01% -405 Timeline