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: 31,345 shares; 2024Q4: 30,003 shares; 2025Q1: 29,902 shares; 2025Q2: 30,034 shares; 2025Q3: 28,218 shares; 2025Q4: 28,228 shares; 2026Q1: 26,864 shares; 2026Q2: 28,264 shares 28,264 $9.25M 4.15% +1,400 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: 34,755 shares; 2024Q4: 35,687 shares; 2025Q1: 35,461 shares; 2025Q2: 35,715 shares; 2025Q3: 35,238 shares; 2025Q4: 35,067 shares; 2026Q1: 31,826 shares; 2026Q2: 34,417 shares 34,417 $8.74M 3.92% +2,591 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,385 shares; 2024Q4: 9,230 shares; 2025Q1: 11,394 shares; 2025Q2: 12,257 shares; 2025Q3: 22,060 shares; 2025Q4: 12,830 shares; 2026Q1: 12,133 shares; 2026Q2: 12,533 shares 12,533 $8.61M 3.86% +400 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: 96,202 shares; 2024Q4: 96,757 shares; 2025Q1: 95,493 shares; 2025Q2: 94,781 shares; 2025Q3: 94,660 shares; 2025Q4: 94,817 shares; 2026Q1: 90,076 shares; 2026Q2: 94,254 shares 94,254 $7.66M 3.44% +4,178 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: 19,656 shares; 2024Q4: 19,536 shares; 2025Q1: 19,859 shares; 2025Q2: 19,327 shares; 2025Q3: 19,103 shares; 2025Q4: 19,303 shares; 2026Q1: 18,384 shares; 2026Q2: 20,529 shares 20,529 $7.66M 3.44% +2,145 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: 23,974 shares; 2024Q4: 23,944 shares; 2025Q1: 24,530 shares; 2025Q2: 24,740 shares; 2025Q3: 25,890 shares; 2025Q4: 24,488 shares; 2026Q1: 19,050 shares; 2026Q2: 21,375 shares 21,375 $7.64M 3.43% +2,325 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,837 shares; 2024Q4: 39,252 shares; 2025Q1: 53,352 shares; 2025Q2: 73,782 shares; 2025Q3: 75,082 shares; 2025Q4: 78,652 shares; 2026Q1: 125,577 shares; 2026Q2: 148,376 shares 148,376 $7.5M 3.37% +22,799 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: 28,543 shares; 2024Q4: 28,543 shares; 2025Q1: 28,343 shares; 2025Q2: 28,492 shares; 2025Q3: 28,292 shares; 2025Q4: 28,467 shares; 2026Q1: 27,417 shares; 2026Q2: 28,842 shares 28,842 $7.26M 3.26% +1,425 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: not reported; 2024Q4: not reported; 2025Q1: 17,562 shares; 2025Q2: 32,300 shares; 2025Q3: 31,250 shares; 2025Q4: 43,661 shares; 2026Q1: 138,056 shares; 2026Q2: 137,010 shares 137,010 $7.23M 3.24% -1,046 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: 56,239 shares; 2024Q4: 55,545 shares; 2025Q1: 55,395 shares; 2025Q2: 55,895 shares; 2025Q3: 55,160 shares; 2025Q4: 59,902 shares; 2026Q1: 56,744 shares; 2026Q2: 53,389 shares 53,389 $6.27M 2.81% -3,355 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: 48,823 shares; 2024Q4: 47,723 shares; 2025Q1: 47,396 shares; 2025Q2: 42,289 shares; 2025Q3: 44,566 shares; 2025Q4: 44,916 shares; 2026Q1: 41,231 shares; 2026Q2: 43,618 shares 43,618 $5.96M 2.68% +2,387 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: 21,306 shares; 2024Q4: 20,746 shares; 2025Q1: 20,424 shares; 2025Q2: 20,482 shares; 2025Q3: 20,302 shares; 2025Q4: 19,957 shares; 2026Q1: 18,985 shares; 2026Q2: 19,940 shares 19,940 $5.77M 2.59% +955 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: 32,688 shares; 2024Q4: 32,857 shares; 2025Q1: 32,742 shares; 2025Q2: 32,237 shares; 2025Q3: 32,157 shares; 2025Q4: 32,069 shares; 2026Q1: 29,314 shares; 2026Q2: 31,214 shares 31,214 $5.17M 2.32% +1,900 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: 52,829 shares; 2024Q4: 50,807 shares; 2025Q1: 50,307 shares; 2025Q2: 50,707 shares; 2025Q3: 50,032 shares; 2025Q4: 50,707 shares; 2026Q1: 36,437 shares; 2026Q2: 39,368 shares 39,368 $4.46M 2% +2,931 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,827 shares; 2024Q4: 39,707 shares; 2025Q1: 39,202 shares; 2025Q2: 39,059 shares; 2025Q3: 38,727 shares; 2025Q4: 39,312 shares; 2026Q1: 40,305 shares; 2026Q2: 47,455 shares 47,455 $4.31M 1.93% +7,150 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: 47,536 shares; 2024Q4: 47,756 shares; 2025Q1: 47,581 shares; 2025Q2: 47,156 shares; 2025Q3: 32,199 shares; 2025Q4: 32,184 shares; 2026Q1: 30,769 shares; 2026Q2: 32,419 shares 32,419 $4.17M 1.87% +1,650 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,011 shares; 2024Q4: 25,336 shares; 2025Q1: 25,370 shares; 2025Q2: 25,571 shares; 2025Q3: 25,257 shares; 2025Q4: 27,273 shares; 2026Q1: 25,541 shares; 2026Q2: 28,411 shares 28,411 $3.85M 1.73% +2,870 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: 11,247 shares; 2024Q4: 10,922 shares; 2025Q1: 10,821 shares; 2025Q2: 10,875 shares; 2025Q3: 10,644 shares; 2025Q4: 10,676 shares; 2026Q1: 9,961 shares; 2026Q2: 10,711 shares 10,711 $3.78M 1.69% +750 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,804 shares; 2024Q4: 33,476 shares; 2025Q1: 35,196 shares; 2025Q2: 38,431 shares; 2025Q3: 38,431 shares; 2025Q4: 39,845 shares; 2026Q1: 36,760 shares; 2026Q2: 37,075 shares 37,075 $3.55M 1.59% +315 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: 3,368 shares; 2024Q4: 3,258 shares; 2025Q1: 3,258 shares; 2025Q2: 3,143 shares; 2025Q3: 3,178 shares; 2025Q4: 2,824 shares; 2026Q1: 2,624 shares; 2026Q2: 2,819 shares 2,819 $3.38M 1.52% +195 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,467 shares; 2024Q4: 24,436 shares; 2025Q1: 23,986 shares; 2025Q2: 24,186 shares; 2025Q3: 24,211 shares; 2025Q4: 28,124 shares; 2026Q1: 29,615 shares; 2026Q2: 31,765 shares 31,765 $3.2M 1.44% +2,150 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: 13,200 shares; 2024Q4: 11,080 shares; 2025Q1: 11,182 shares; 2025Q2: 11,107 shares; 2025Q3: 11,252 shares; 2025Q4: 11,202 shares; 2026Q1: 11,227 shares; 2026Q2: 11,227 shares 11,227 $3.16M 1.42% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,575 shares; 2025Q3: 15,925 shares; 2025Q4: 43,903 shares; 2026Q1: 58,153 shares; 2026Q2: 61,259 shares 61,259 $3.1M 1.39% +3,106 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,400 shares; 2025Q1: 25,635 shares; 2025Q2: 34,935 shares; 2025Q3: 42,045 shares; 2025Q4: 51,925 shares; 2026Q1: 52,675 shares; 2026Q2: 52,775 shares 52,775 $2.76M 1.24% +100 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,518 shares; 2024Q4: 5,145 shares; 2025Q1: 8,027 shares; 2025Q2: 8,127 shares; 2025Q3: 8,058 shares; 2025Q4: 8,058 shares; 2026Q1: 7,380 shares; 2026Q2: 8,030 shares 8,030 $2.74M 1.23% +650 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: 36,062 shares; 2024Q4: 40,145 shares; 2025Q1: 39,545 shares; 2025Q2: 35,845 shares; 2025Q3: 8,550 shares; 2025Q4: 41,965 shares; 2026Q1: 41,665 shares; 2026Q2: 30,965 shares 30,965 $2.56M 1.15% -10,700 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,023 shares; 2024Q4: 18,923 shares; 2025Q1: 18,723 shares; 2025Q2: 19,123 shares; 2025Q3: 19,331 shares; 2025Q4: 24,623 shares; 2026Q1: 24,573 shares; 2026Q2: 24,673 shares 24,673 $2.36M 1.06% +100 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,259 shares; 2024Q4: 10,014 shares; 2025Q1: 9,964 shares; 2025Q2: 11,004 shares; 2025Q3: 10,564 shares; 2025Q4: 10,949 shares; 2026Q1: 9,674 shares; 2026Q2: 10,624 shares 10,624 $2.34M 1.05% +950 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,428 shares; 2024Q4: 5,152 shares; 2025Q1: 5,017 shares; 2025Q2: 4,667 shares; 2025Q3: 4,647 shares; 2025Q4: 4,598 shares; 2026Q1: 4,140 shares; 2026Q2: 4,590 shares 4,590 $2.34M 1.05% +450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,762 shares; 2025Q4: 40,882 shares; 2026Q1: 55,561 shares; 2026Q2: 55,092 shares 55,092 $2.33M 1.05% -469 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: 40,122 shares; 2024Q4: 40,622 shares; 2025Q1: 40,222 shares; 2025Q2: 39,922 shares; 2025Q3: 39,147 shares; 2025Q4: 39,747 shares; 2026Q1: 34,573 shares; 2026Q2: 39,897 shares 39,897 $2.27M 1.02% +5,324 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,677 shares; 2024Q4: 18,593 shares; 2025Q1: 18,593 shares; 2025Q2: 18,975 shares; 2025Q3: 19,560 shares; 2025Q4: 19,872 shares; 2026Q1: 18,549 shares; 2026Q2: 10,135 shares 10,135 $2.27M 1.02% -8,414 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: 16,114 shares; 2024Q4: 15,448 shares; 2025Q1: 15,081 shares; 2025Q2: 14,997 shares; 2025Q3: 14,831 shares; 2025Q4: 15,128 shares; 2026Q1: 14,328 shares; 2026Q2: 15,128 shares 15,128 $2.22M 1% +800 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 9,885 shares 9,885 $2.19M 0.98% 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: 17,321 shares; 2024Q4: 17,783 shares; 2025Q1: 17,808 shares; 2025Q2: 17,908 shares; 2025Q3: 17,708 shares; 2025Q4: 17,908 shares; 2026Q1: 16,299 shares; 2026Q2: 11,709 shares 11,709 $2.16M 0.97% -4,590 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: 7,607 shares; 2025Q3: 7,567 shares; 2025Q4: 9,690 shares; 2026Q1: 8,988 shares; 2026Q2: 9,988 shares 9,988 $2M 0.9% +1,000 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: 11,048 shares; 2024Q4: 10,953 shares; 2025Q1: 10,953 shares; 2025Q2: 10,828 shares; 2025Q3: 11,602 shares; 2025Q4: 11,427 shares; 2026Q1: 9,832 shares; 2026Q2: 10,532 shares 10,532 $2M 0.9% +700 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,127 shares; 2024Q4: 6,127 shares; 2025Q1: 6,127 shares; 2025Q2: 5,822 shares; 2025Q3: 6,314 shares; 2025Q4: 6,381 shares; 2026Q1: 5,550 shares; 2026Q2: 6,081 shares 6,081 $1.91M 0.86% +531 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: not reported; 2024Q4: not reported; 2025Q1: 10,120 shares; 2025Q2: 22,310 shares; 2025Q3: 10,806 shares; 2025Q4: 22,460 shares; 2026Q1: 24,060 shares; 2026Q2: 23,560 shares 23,560 $1.86M 0.84% -500 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: 16,858 shares; 2024Q4: 16,725 shares; 2025Q1: 17,250 shares; 2025Q2: 15,517 shares; 2025Q3: 14,472 shares; 2025Q4: 12,882 shares; 2026Q1: 11,402 shares; 2026Q2: 12,352 shares 12,352 $1.81M 0.81% +950 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,219 shares; 2024Q4: 28,669 shares; 2025Q1: 28,468 shares; 2025Q2: 28,568 shares; 2025Q3: 23,143 shares; 2025Q4: 22,870 shares; 2026Q1: 20,545 shares; 2026Q2: 22,695 shares 22,695 $1.76M 0.79% +2,150 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: 4,390 shares; 2024Q4: 4,390 shares; 2025Q1: 4,667 shares; 2025Q2: 4,667 shares; 2025Q3: 4,390 shares; 2025Q4: 4,390 shares; 2026Q1: 4,390 shares; 2026Q2: 4,390 shares 4,390 $1.64M 0.74% 0 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: 12,583 shares; 2024Q4: 12,583 shares; 2025Q1: 12,582 shares; 2025Q2: 12,507 shares; 2025Q3: 12,432 shares; 2025Q4: 12,582 shares; 2026Q1: 11,959 shares; 2026Q2: 12,547 shares 12,547 $1.59M 0.71% +588 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 5,250 shares 5,250 $1.58M 0.71% +4,725 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,195 shares; 2025Q3: 17,895 shares; 2025Q4: 17,745 shares; 2026Q1: 17,345 shares; 2026Q2: 17,845 shares 17,845 $1.57M 0.7% +500 Timeline BRK-A 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 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.67% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,226 shares; 2024Q4: 29,726 shares; 2025Q1: 29,726 shares; 2025Q2: 29,726 shares; 2025Q3: 29,426 shares; 2025Q4: 29,426 shares; 2026Q1: 27,225 shares; 2026Q2: 29,610 shares 29,610 $1.48M 0.66% +2,385 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: 2,165 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 2,096 shares; 2025Q4: 1,955 shares; 2026Q1: 1,955 shares; 2026Q2: 1,955 shares 1,955 $1.46M 0.66% 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: 10,065 shares; 2024Q4: 9,870 shares; 2025Q1: 9,720 shares; 2025Q2: 9,870 shares; 2025Q3: 9,870 shares; 2025Q4: 9,870 shares; 2026Q1: 9,620 shares; 2026Q2: 9,620 shares 9,620 $1.46M 0.65% 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: 4,173 shares; 2024Q4: 3,923 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 4,123 shares; 2025Q4: 4,123 shares; 2026Q1: 3,523 shares; 2026Q2: 4,123 shares 4,123 $1.39M 0.63% +600 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,455 shares; 2024Q4: 23,755 shares; 2025Q1: 23,505 shares; 2025Q2: 23,346 shares; 2025Q3: 23,005 shares; 2025Q4: 23,505 shares; 2026Q1: 20,085 shares; 2026Q2: 23,455 shares 23,455 $1.36M 0.61% +3,370 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: 4,425 shares; 2024Q4: 3,360 shares; 2025Q1: 3,260 shares; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares; 2026Q2: 3,260 shares 3,260 $1.23M 0.55% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 12,400 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,800 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $1.19M 0.53% 0 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 10,740 shares; 2026Q1: 15,146 shares; 2026Q2: 15,246 shares 15,246 $1.18M 0.53% +100 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: 10,431 shares; 2024Q4: 10,406 shares; 2025Q1: 10,306 shares; 2025Q2: 10,306 shares; 2025Q3: 38,859 shares; 2025Q4: 11,421 shares; 2026Q1: 11,579 shares; 2026Q2: 13,529 shares 13,529 $1.16M 0.52% +1,950 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,349 shares; 2024Q4: 27,349 shares; 2025Q1: 24,049 shares; 2025Q2: 23,737 shares; 2025Q3: 23,737 shares; 2025Q4: 23,737 shares; 2026Q1: 23,737 shares; 2026Q2: 23,737 shares 23,737 $1.13M 0.51% 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: 14,235 shares; 2024Q4: 13,485 shares; 2025Q1: 13,485 shares; 2025Q2: 13,285 shares; 2025Q3: 13,485 shares; 2025Q4: 13,485 shares; 2026Q1: 13,485 shares; 2026Q2: 13,485 shares 13,485 $1.11M 0.5% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,505 shares; 2025Q2: 7,490 shares; 2025Q3: 7,590 shares; 2025Q4: 9,125 shares; 2026Q1: 8,125 shares; 2026Q2: 9,575 shares 9,575 $1.1M 0.49% +1,450 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: 6,208 shares; 2024Q4: 6,010 shares; 2025Q1: 6,483 shares; 2025Q2: 6,423 shares; 2025Q3: 5,950 shares; 2025Q4: 5,950 shares; 2026Q1: 5,450 shares; 2026Q2: 5,950 shares 5,950 $1.08M 0.48% +500 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 3,010 shares; 2025Q2: 2,970 shares; 2025Q3: 2,840 shares; 2025Q4: 4,490 shares; 2026Q1: 4,490 shares; 2026Q2: 4,490 shares 4,490 $1.07M 0.48% 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: 951 shares; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 901 shares 901 $1.06M 0.47% -50 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,200 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $1.01M 0.45% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,790 shares 10,790 $978K 0.44% 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: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,725 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,390 shares; 2026Q1: 1,290 shares; 2026Q2: 1,290 shares 1,290 $966K 0.43% 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: 13,855 shares; 2024Q4: 13,855 shares; 2025Q1: 13,855 shares; 2025Q2: 13,855 shares; 2025Q3: 13,855 shares; 2025Q4: 13,855 shares; 2026Q1: 11,755 shares; 2026Q2: 13,331 shares 13,331 $959K 0.43% +1,576 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK 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: 7,175 shares; 2026Q2: 8,075 shares 8,075 $886K 0.4% +900 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,417 shares; 2024Q4: 6,417 shares; 2025Q1: 6,417 shares; 2025Q2: 6,417 shares; 2025Q3: 5,917 shares; 2025Q4: 5,917 shares; 2026Q1: 6,188 shares; 2026Q2: 6,188 shares 6,188 $886K 0.4% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,303 shares; 2024Q4: 29,490 shares; 2025Q1: 29,090 shares; 2025Q2: 23,790 shares; 2025Q3: 22,990 shares; 2025Q4: 24,840 shares; 2026Q1: 7,440 shares; 2026Q2: 8,590 shares 8,590 $860K 0.39% +1,150 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 5,325 shares; 2026Q1: 4,294 shares; 2026Q2: 5,244 shares 5,244 $856K 0.38% +950 Timeline VYMI 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: 7,715 shares; 2024Q4: 7,715 shares; 2025Q1: 7,915 shares; 2025Q2: 8,530 shares; 2025Q3: 12,147 shares; 2025Q4: 8,400 shares; 2026Q1: 8,550 shares; 2026Q2: 8,650 shares 8,650 $849K 0.38% +100 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER 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: 11,271 shares 11,271 $813K 0.36% new 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: 2,949 shares; 2024Q4: 2,949 shares; 2025Q1: 2,949 shares; 2025Q2: 2,949 shares; 2025Q3: 2,924 shares; 2025Q4: 2,924 shares; 2026Q1: 2,903 shares; 2026Q2: 2,903 shares 2,903 $790K 0.35% 0 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: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares; 2026Q2: 1,485 shares 1,485 $693K 0.31% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,490 shares; 2024Q4: 21,328 shares; 2025Q1: 21,328 shares; 2025Q2: 12,576 shares; 2025Q3: 12,476 shares; 2025Q4: 13,086 shares; 2026Q1: 11,936 shares; 2026Q2: 18,246 shares 18,246 $635K 0.28% +6,310 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,916 shares; 2024Q4: 4,194 shares; 2025Q1: 4,194 shares; 2025Q2: 4,194 shares; 2025Q3: 4,194 shares; 2025Q4: 4,194 shares; 2026Q1: 4,294 shares; 2026Q2: 21,670 shares 21,670 $594K 0.27% +17,376 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,609 shares; 2024Q4: 11,351 shares; 2025Q1: 11,351 shares; 2025Q2: 11,351 shares; 2025Q3: 11,351 shares; 2025Q4: 11,351 shares; 2026Q1: 11,351 shares; 2026Q2: 11,351 shares 11,351 $533K 0.24% 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 reported; 2024Q4: not reported; 2025Q1: 2,224 shares; 2025Q2: 2,274 shares; 2025Q3: 1,918 shares; 2025Q4: 2,643 shares; 2026Q1: 2,643 shares; 2026Q2: 2,643 shares 2,643 $529K 0.24% 0 Timeline GLW CORNING INC More: the full row for CORNING 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: 1,957 shares; 2026Q2: 1,932 shares 1,932 $493K 0.22% -25 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL 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: 1,199 shares 1,199 $488K 0.22% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,658 shares; 2024Q4: 10,658 shares; 2025Q1: 10,658 shares; 2025Q2: 10,583 shares; 2025Q3: 10,408 shares; 2025Q4: 10,658 shares; 2026Q1: 8,758 shares; 2026Q2: 3,541 shares 3,541 $480K 0.22% -5,217 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M 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: 4,135 shares; 2026Q2: 4,135 shares 4,135 $465K 0.21% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,198 shares; 2024Q4: 5,198 shares; 2025Q1: 5,198 shares; 2025Q2: 5,098 shares; 2025Q3: 5,098 shares; 2025Q4: 5,098 shares; 2026Q1: 5,098 shares; 2026Q2: 5,098 shares 5,098 $456K 0.2% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,179 shares; 2024Q4: 15,084 shares; 2025Q1: 15,084 shares; 2025Q2: 15,084 shares; 2025Q3: 15,084 shares; 2025Q4: 15,084 shares; 2026Q1: 15,084 shares; 2026Q2: 15,084 shares 15,084 $456K 0.2% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,495 shares; 2024Q4: 4,495 shares; 2025Q1: 4,495 shares; 2025Q2: 4,157 shares; 2025Q3: 3,545 shares; 2025Q4: 4,245 shares; 2026Q1: 4,045 shares; 2026Q2: 4,145 shares 4,145 $419K 0.19% +100 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: 7,144 shares; 2024Q4: 7,144 shares; 2025Q1: 7,144 shares; 2025Q2: 7,144 shares; 2025Q3: 7,144 shares; 2025Q4: 7,329 shares; 2026Q1: 7,329 shares; 2026Q2: 7,207 shares 7,207 $415K 0.19% -122 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111 shares; 2024Q4: 1,111 shares; 2025Q1: 1,111 shares; 2025Q2: 1,111 shares; 2025Q3: 1,111 shares; 2025Q4: 1,111 shares; 2026Q1: 1,111 shares; 2026Q2: 1,111 shares 1,111 $394K 0.18% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,254 shares; 2024Q4: 7,254 shares; 2025Q1: 7,254 shares; 2025Q2: 7,254 shares; 2025Q3: 7,254 shares; 2025Q4: 7,254 shares; 2026Q1: 7,254 shares; 2026Q2: 7,154 shares 7,154 $388K 0.17% -100 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: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $372K 0.17% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO 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: 4,352 shares 4,352 $364K 0.16% new 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: 1,100 shares; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $362K 0.16% 0 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: 2,185 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,001 shares; 2025Q3: 1,985 shares; 2025Q4: 2,085 shares; 2026Q1: 2,085 shares; 2026Q2: 2,085 shares 2,085 $352K 0.16% 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: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 923 shares; 2026Q2: 1,023 shares 1,023 $351K 0.16% +100 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,165 shares; 2026Q1: 865 shares; 2026Q2: 1,165 shares 1,165 $344K 0.15% +300 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: 1,773 shares; 2024Q4: 1,873 shares; 2025Q1: 2,073 shares; 2025Q2: 2,081 shares; 2025Q3: 39,090 shares; 2025Q4: 2,096 shares; 2026Q1: 2,131 shares; 2026Q2: 2,166 shares 2,166 $342K 0.15% +35 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $337K 0.15% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $320K 0.14% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $319K 0.14% 0 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: 1,964 shares; 2024Q4: 1,964 shares; 2025Q1: 1,964 shares; 2025Q2: 1,964 shares; 2025Q3: 1,964 shares; 2025Q4: 1,964 shares; 2026Q1: 1,964 shares; 2026Q2: 1,964 shares 1,964 $318K 0.14% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: 737 shares; 2025Q2: not reported; 2025Q3: 637 shares; 2025Q4: 737 shares; 2026Q1: not reported; 2026Q2: 737 shares 737 $306K 0.14% new Timeline BIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,775 shares; 2026Q2: 3,775 shares 3,775 $290K 0.13% 0 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: 1,162 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares; 2026Q2: 1,062 shares 1,062 $287K 0.13% 0 Timeline DIVB 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: 5,470 shares; 2025Q3: not reported; 2025Q4: 4,360 shares; 2026Q1: 4,460 shares; 2026Q2: 4,465 shares 4,465 $275K 0.12% +5 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 1,705 shares 1,705 $270K 0.12% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares; 2026Q2: 1,188 shares 1,188 $265K 0.12% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,146 shares 1,146 $250K 0.11% new 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: 525 shares; 2024Q4: 525 shares; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $238K 0.11% 0 Timeline BSV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,595 shares; 2026Q1: 2,650 shares; 2026Q2: 2,950 shares 2,950 $230K 0.1% +300 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $229K 0.1% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,290 shares; 2026Q2: 1,302 shares 1,302 $227K 0.1% +12 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL 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: not reported; 2026Q2: 3,045 shares 3,045 $223K 0.1% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,665 shares; 2025Q1: 6,665 shares; 2025Q2: 6,665 shares; 2025Q3: 6,665 shares; 2025Q4: 6,665 shares; 2026Q1: 6,665 shares; 2026Q2: 5,900 shares 5,900 $217K 0.1% -765 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO 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: 1,583 shares; 2026Q2: 1,583 shares 1,583 $217K 0.1% 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: 470 shares; 2024Q4: 470 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $216K 0.1% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 644 shares 644 $213K 0.1% new Timeline