IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618,467 shares; 2024Q4: 621,045 shares; 2025Q1: 626,840 shares; 2025Q2: 603,722 shares; 2025Q3: 612,156 shares; 2025Q4: 624,708 shares; 2026Q1: 649,315 shares; 2026Q2: 660,622 shares 660,622 $495M 29.84% +11,307 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,835 shares; 2025Q3: 7,643,465 shares; 2025Q4: 7,862,752 shares; 2026Q1: 8,179,176 shares; 2026Q2: 8,561,595 shares 8,561,595 $186M 11.22% +382,419 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,647,571 shares; 2024Q4: 1,689,331 shares; 2025Q1: 1,712,113 shares; 2025Q2: 1,689,642 shares; 2025Q3: 1,702,907 shares; 2025Q4: 1,752,628 shares; 2026Q1: 1,768,120 shares; 2026Q2: 1,807,604 shares 1,807,604 $173M 10.41% +39,484 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820,131 shares; 2024Q4: 1,849,285 shares; 2025Q1: 1,897,636 shares; 2025Q2: 1,807,885 shares; 2025Q3: 1,872,038 shares; 2025Q4: 1,958,248 shares; 2026Q1: 2,020,659 shares; 2026Q2: 2,064,728 shares 2,064,728 $159M 9.6% +44,069 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: 424,561 shares; 2024Q4: 432,917 shares; 2025Q1: 450,283 shares; 2025Q2: 423,545 shares; 2025Q3: 439,609 shares; 2025Q4: 461,019 shares; 2026Q1: 477,743 shares; 2026Q2: 485,112 shares 485,112 $71.9M 4.34% +7,369 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591,569 shares; 2024Q4: 581,586 shares; 2025Q1: 590,570 shares; 2025Q2: 710,891 shares; 2025Q3: 714,392 shares; 2025Q4: 720,187 shares; 2026Q1: 740,721 shares; 2026Q2: 737,949 shares 737,949 $64.9M 3.91% -2,772 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882,203 shares; 2024Q4: 925,379 shares; 2025Q1: 965,759 shares; 2025Q2: 951,285 shares; 2025Q3: 997,635 shares; 2025Q4: 1,064,566 shares; 2026Q1: 1,128,804 shares; 2026Q2: 1,213,739 shares 1,213,739 $58.6M 3.53% +84,935 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,713 shares; 2024Q4: 319,873 shares; 2025Q1: 322,438 shares; 2025Q2: 315,235 shares; 2025Q3: 339,367 shares; 2025Q4: 350,964 shares; 2026Q1: 383,426 shares; 2026Q2: 408,101 shares 408,101 $43.9M 2.65% +24,675 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: 492,576 shares; 2024Q4: 494,166 shares; 2025Q1: 492,273 shares; 2025Q2: 502,935 shares; 2025Q3: 503,966 shares; 2025Q4: 508,607 shares; 2026Q1: 512,768 shares; 2026Q2: 510,479 shares 510,479 $43.6M 2.63% -2,289 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: 271,457 shares; 2024Q4: 278,453 shares; 2025Q1: 319,826 shares; 2025Q2: 350,849 shares; 2025Q3: 343,359 shares; 2025Q4: 339,697 shares; 2026Q1: 389,578 shares; 2026Q2: 373,857 shares 373,857 $35.8M 2.16% -15,721 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: 483,413 shares; 2024Q4: 516,069 shares; 2025Q1: 533,122 shares; 2025Q2: 519,957 shares; 2025Q3: 539,223 shares; 2025Q4: 576,454 shares; 2026Q1: 597,871 shares; 2026Q2: 626,723 shares 626,723 $31.7M 1.91% +28,852 Timeline SPMD 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: 321,321 shares; 2024Q4: 316,285 shares; 2025Q1: 323,004 shares; 2025Q2: 433,645 shares; 2025Q3: 437,504 shares; 2025Q4: 451,746 shares; 2026Q1: 470,043 shares; 2026Q2: 467,183 shares 467,183 $31.6M 1.9% -2,860 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,807 shares; 2024Q4: 212,280 shares; 2025Q1: 217,655 shares; 2025Q2: 235,731 shares; 2025Q3: 246,274 shares; 2025Q4: 261,553 shares; 2026Q1: 259,110 shares; 2026Q2: 270,064 shares 270,064 $28.8M 1.73% +10,954 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: 302,567 shares; 2024Q4: 320,891 shares; 2025Q1: 336,190 shares; 2025Q2: 334,126 shares; 2025Q3: 349,833 shares; 2025Q4: 372,281 shares; 2026Q1: 403,114 shares; 2026Q2: 446,878 shares 446,878 $22.6M 1.36% +43,764 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,742 shares; 2024Q4: 302,453 shares; 2025Q1: 312,127 shares; 2025Q2: 362,753 shares; 2025Q3: 361,442 shares; 2025Q4: 423,437 shares; 2026Q1: 425,853 shares; 2026Q2: 435,897 shares 435,897 $22M 1.33% +10,044 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,078 shares; 2024Q4: 194,484 shares; 2025Q1: 201,043 shares; 2025Q2: 314,664 shares; 2025Q3: 317,025 shares; 2025Q4: 325,936 shares; 2026Q1: 332,052 shares; 2026Q2: 328,118 shares 328,118 $18.9M 1.14% -3,934 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,403 shares; 2024Q4: 60,765 shares; 2025Q1: 60,202 shares; 2025Q2: 59,220 shares; 2025Q3: 58,884 shares; 2025Q4: 58,892 shares; 2026Q1: 56,181 shares; 2026Q2: 55,328 shares 55,328 $8.68M 0.52% -853 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: 26,995 shares; 2024Q4: 27,069 shares; 2025Q1: 27,270 shares; 2025Q2: 24,620 shares; 2025Q3: 23,860 shares; 2025Q4: 26,226 shares; 2026Q1: 27,000 shares; 2026Q2: 27,142 shares 27,142 $7.85M 0.47% +142 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: 64,021 shares; 2024Q4: 62,178 shares; 2025Q1: 61,166 shares; 2025Q2: 59,705 shares; 2025Q3: 56,769 shares; 2025Q4: 55,632 shares; 2026Q1: 55,828 shares; 2026Q2: 51,830 shares 51,830 $7.13M 0.43% -3,998 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,952 shares; 2024Q4: 50,819 shares; 2025Q1: 23,325 shares; 2025Q2: 21,350 shares; 2025Q3: 18,736 shares; 2025Q4: 19,251 shares; 2026Q1: 70,968 shares; 2026Q2: 136,954 shares 136,954 $6.93M 0.42% +65,986 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: 59,907 shares; 2024Q4: 59,409 shares; 2025Q1: 57,460 shares; 2025Q2: 57,572 shares; 2025Q3: 57,675 shares; 2025Q4: 57,950 shares; 2026Q1: 56,297 shares; 2026Q2: 56,124 shares 56,124 $6.19M 0.37% -173 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: 63,310 shares; 2024Q4: 63,632 shares; 2025Q1: 62,430 shares; 2025Q2: 60,688 shares; 2025Q3: 62,980 shares; 2025Q4: 63,344 shares; 2026Q1: 61,957 shares; 2026Q2: 62,437 shares 62,437 $6.03M 0.36% +480 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,254 shares; 2024Q4: 42,254 shares; 2025Q1: 42,254 shares; 2025Q2: 42,254 shares; 2025Q3: 42,254 shares; 2025Q4: 38,290 shares; 2026Q1: 38,564 shares; 2026Q2: 38,562 shares 38,562 $5.86M 0.35% -2 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: 12,280 shares; 2024Q4: 12,132 shares; 2025Q1: 12,312 shares; 2025Q2: 11,558 shares; 2025Q3: 11,366 shares; 2025Q4: 11,102 shares; 2026Q1: 11,077 shares; 2026Q2: 11,195 shares 11,195 $4.18M 0.25% +118 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: 27,439 shares; 2024Q4: 25,350 shares; 2025Q1: 26,323 shares; 2025Q2: 20,219 shares; 2025Q3: 19,767 shares; 2025Q4: 21,724 shares; 2026Q1: 20,471 shares; 2026Q2: 20,713 shares 20,713 $4.14M 0.25% +242 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: 7,006 shares; 2024Q4: 6,787 shares; 2025Q1: 6,918 shares; 2025Q2: 6,928 shares; 2025Q3: 7,291 shares; 2025Q4: 7,163 shares; 2026Q1: 7,200 shares; 2026Q2: 7,263 shares 7,263 $3.63M 0.22% +63 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: 7,746 shares; 2024Q4: 7,580 shares; 2025Q1: 7,214 shares; 2025Q2: 7,221 shares; 2025Q3: 7,171 shares; 2025Q4: 7,144 shares; 2026Q1: 7,044 shares; 2026Q2: 28,200 shares 28,200 $3.5M 0.21% +21,156 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: 4,661 shares; 2024Q4: 4,613 shares; 2025Q1: 4,612 shares; 2025Q2: 4,656 shares; 2025Q3: 4,567 shares; 2025Q4: 4,493 shares; 2026Q1: 4,452 shares; 2026Q2: 4,596 shares 4,596 $3.43M 0.21% +144 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,644 shares; 2024Q4: 13,606 shares; 2025Q1: 13,128 shares; 2025Q2: 13,120 shares; 2025Q3: 13,596 shares; 2025Q4: 13,407 shares; 2026Q1: 13,088 shares; 2026Q2: 12,841 shares 12,841 $3.11M 0.19% -247 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,175 shares; 2024Q4: 9,734 shares; 2025Q1: 9,649 shares; 2025Q2: 9,878 shares; 2025Q3: 11,464 shares; 2025Q4: 11,147 shares; 2026Q1: 17,719 shares; 2026Q2: 17,712 shares 17,712 $2.91M 0.18% -7 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: 13,219 shares; 2024Q4: 12,581 shares; 2025Q1: 12,720 shares; 2025Q2: 12,189 shares; 2025Q3: 11,753 shares; 2025Q4: 11,744 shares; 2026Q1: 11,944 shares; 2026Q2: 12,187 shares 12,187 $2.9M 0.18% +243 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,771 shares; 2024Q4: 20,888 shares; 2025Q1: 21,033 shares; 2025Q2: 21,171 shares; 2025Q3: 21,251 shares; 2025Q4: 21,385 shares; 2026Q1: 21,743 shares; 2026Q2: 21,980 shares 21,980 $2.89M 0.17% +237 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 2,486 shares; 2026Q2: 26,957 shares 26,957 $2.72M 0.16% +24,471 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: 6,876 shares; 2024Q4: 6,849 shares; 2025Q1: 6,882 shares; 2025Q2: 6,343 shares; 2025Q3: 6,199 shares; 2025Q4: 6,179 shares; 2026Q1: 5,974 shares; 2026Q2: 6,040 shares 6,040 $2.28M 0.14% +66 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,393 shares; 2024Q4: 23,702 shares; 2025Q1: 23,851 shares; 2025Q2: 24,077 shares; 2025Q3: 24,049 shares; 2025Q4: 24,962 shares; 2026Q1: 25,095 shares; 2026Q2: 25,916 shares 25,916 $2.13M 0.13% +821 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: 2,184 shares; 2024Q4: 2,187 shares; 2025Q1: 2,272 shares; 2025Q2: 2,111 shares; 2025Q3: 2,028 shares; 2025Q4: 2,012 shares; 2026Q1: 1,980 shares; 2026Q2: 1,988 shares 1,988 $2.12M 0.13% +8 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: 1,941 shares; 2024Q4: 1,801 shares; 2025Q1: 1,880 shares; 2025Q2: 1,841 shares; 2025Q3: 1,921 shares; 2025Q4: 2,537 shares; 2026Q1: 3,198 shares; 2026Q2: 2,604 shares 2,604 $1.92M 0.12% -594 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: 4,464 shares; 2024Q4: 4,414 shares; 2025Q1: 4,706 shares; 2025Q2: 4,711 shares; 2025Q3: 5,328 shares; 2025Q4: 5,287 shares; 2026Q1: 5,356 shares; 2026Q2: 5,056 shares 5,056 $1.87M 0.11% -300 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: 19,285 shares; 2024Q4: 20,427 shares; 2025Q1: 20,551 shares; 2025Q2: 22,001 shares; 2025Q3: 22,336 shares; 2025Q4: 22,631 shares; 2026Q1: 22,777 shares; 2026Q2: 23,702 shares 23,702 $1.85M 0.11% +925 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: 5,461 shares; 2024Q4: 5,727 shares; 2025Q1: 5,847 shares; 2025Q2: 5,402 shares; 2025Q3: 5,371 shares; 2025Q4: 5,373 shares; 2026Q1: 5,327 shares; 2026Q2: 5,328 shares 5,328 $1.83M 0.11% +1 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: 5,398 shares; 2024Q4: 5,400 shares; 2025Q1: 5,767 shares; 2025Q2: 5,188 shares; 2025Q3: 4,989 shares; 2025Q4: 4,980 shares; 2026Q1: 4,864 shares; 2026Q2: 4,928 shares 4,928 $1.74M 0.11% +64 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: 1,469,626 shares; 2024Q4: 1,513,617 shares; 2025Q1: 1,553,935 shares; 2025Q2: 1,543,357 shares; 2025Q3: 16,714 shares; 2025Q4: 17,173 shares; 2026Q1: 23,028 shares; 2026Q2: 17,203 shares 17,203 $1.7M 0.1% -5,825 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,643 shares; 2024Q4: 13,643 shares; 2025Q1: 13,643 shares; 2025Q2: 13,643 shares; 2025Q3: 13,643 shares; 2025Q4: 13,418 shares; 2026Q1: 13,418 shares; 2026Q2: 13,418 shares 13,418 $1.69M 0.1% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,531 shares; 2024Q4: 5,098 shares; 2025Q1: 5,408 shares; 2025Q2: 6,931 shares; 2025Q3: 5,507 shares; 2025Q4: 5,499 shares; 2026Q1: 6,469 shares; 2026Q2: 6,565 shares 6,565 $1.67M 0.1% +96 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: 1,383 shares; 2024Q4: 1,384 shares; 2025Q1: 1,411 shares; 2025Q2: 1,348 shares; 2025Q3: 1,366 shares; 2025Q4: 1,339 shares; 2026Q1: 1,350 shares; 2026Q2: 1,381 shares 1,381 $1.66M 0.1% +31 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,744 shares; 2024Q4: 7,538 shares; 2025Q1: 7,368 shares; 2025Q2: 7,363 shares; 2025Q3: 7,489 shares; 2025Q4: 7,175 shares; 2026Q1: 6,667 shares; 2026Q2: 6,641 shares 6,641 $1.51M 0.09% -26 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,201 shares; 2024Q4: 15,382 shares; 2025Q1: 14,897 shares; 2025Q2: 14,700 shares; 2025Q3: 14,700 shares; 2025Q4: 14,941 shares; 2026Q1: 14,310 shares; 2026Q2: 14,475 shares 14,475 $1.5M 0.09% +165 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140 shares; 2024Q4: 4,280 shares; 2025Q1: 4,287 shares; 2025Q2: 4,287 shares; 2025Q3: 4,425 shares; 2025Q4: 4,412 shares; 2026Q1: 4,488 shares; 2026Q2: 4,408 shares 4,408 $1.5M 0.09% -80 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,528 shares; 2024Q4: 16,543 shares; 2025Q1: 16,564 shares; 2025Q2: 16,589 shares; 2025Q3: 16,607 shares; 2025Q4: 16,624 shares; 2026Q1: 16,653 shares; 2026Q2: 16,283 shares 16,283 $1.47M 0.09% -370 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: 12,450 shares; 2024Q4: 12,023 shares; 2025Q1: 12,338 shares; 2025Q2: 11,382 shares; 2025Q3: 11,018 shares; 2025Q4: 10,802 shares; 2026Q1: 12,983 shares; 2026Q2: 12,739 shares 12,739 $1.44M 0.09% -244 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,383 shares; 2024Q4: 3,350 shares; 2025Q1: 3,305 shares; 2025Q2: 3,313 shares; 2025Q3: 3,321 shares; 2025Q4: 3,323 shares; 2026Q1: 3,368 shares; 2026Q2: 3,372 shares 3,372 $1.44M 0.09% +4 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,660 shares; 2024Q4: 4,664 shares; 2025Q1: 4,560 shares; 2025Q2: 4,399 shares; 2025Q3: 3,788 shares; 2025Q4: 3,588 shares; 2026Q1: 3,591 shares; 2026Q2: 3,588 shares 3,588 $1.4M 0.08% -3 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: 3,674 shares; 2024Q4: 3,675 shares; 2025Q1: 3,925 shares; 2025Q2: 3,205 shares; 2025Q3: 3,260 shares; 2025Q4: 3,220 shares; 2026Q1: 3,405 shares; 2026Q2: 3,628 shares 3,628 $1.3M 0.08% +223 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: 3,621 shares; 2024Q4: 3,457 shares; 2025Q1: 3,387 shares; 2025Q2: 3,219 shares; 2025Q3: 3,112 shares; 2025Q4: 3,099 shares; 2026Q1: 3,542 shares; 2026Q2: 3,606 shares 3,606 $1.27M 0.08% +64 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,801 shares; 2024Q4: 5,801 shares; 2025Q1: 5,801 shares; 2025Q2: 5,686 shares; 2025Q3: 5,755 shares; 2025Q4: 5,755 shares; 2026Q1: 5,686 shares; 2026Q2: 5,760 shares 5,760 $1.26M 0.08% +74 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,931 shares; 2024Q4: 9,932 shares; 2025Q1: 9,933 shares; 2025Q2: 9,934 shares; 2025Q3: 9,935 shares; 2025Q4: 9,936 shares; 2026Q1: 10,008 shares; 2026Q2: 10,014 shares 10,014 $1.17M 0.07% +6 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: 1,385 shares; 2024Q4: 1,166 shares; 2025Q1: 1,241 shares; 2025Q2: 1,166 shares; 2025Q3: 1,291 shares; 2025Q4: 1,262 shares; 2026Q1: 1,503 shares; 2026Q2: 1,673 shares 1,673 $1.15M 0.07% +170 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,386 shares; 2024Q4: 1,288 shares; 2025Q1: 1,384 shares; 2025Q2: 1,257 shares; 2025Q3: 1,191 shares; 2025Q4: 1,173 shares; 2026Q1: 1,169 shares; 2026Q2: 1,167 shares 1,167 $1.09M 0.07% -2 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,492 shares; 2024Q4: 3,492 shares; 2025Q1: 3,451 shares; 2025Q2: 3,451 shares; 2025Q3: 3,451 shares; 2025Q4: 3,451 shares; 2026Q1: 3,722 shares; 2026Q2: 3,562 shares 3,562 $1.04M 0.06% -160 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,285 shares; 2024Q4: 5,837 shares; 2025Q1: 5,417 shares; 2025Q2: 5,418 shares; 2025Q3: 5,419 shares; 2025Q4: 5,268 shares; 2026Q1: 5,269 shares; 2026Q2: 5,270 shares 5,270 $975K 0.06% +1 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: 15,935 shares; 2024Q4: 15,701 shares; 2025Q1: 15,927 shares; 2025Q2: 12,610 shares; 2025Q3: 11,463 shares; 2025Q4: 11,015 shares; 2026Q1: 11,748 shares; 2026Q2: 11,705 shares 11,705 $951K 0.06% -43 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: 6,697 shares; 2024Q4: 6,623 shares; 2025Q1: 6,626 shares; 2025Q2: 6,629 shares; 2025Q3: 7,273 shares; 2025Q4: 7,388 shares; 2026Q1: 7,257 shares; 2026Q2: 6,491 shares 6,491 $950K 0.06% -766 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: 2,629 shares; 2024Q4: 2,631 shares; 2025Q1: 2,615 shares; 2025Q2: 2,500 shares; 2025Q3: 2,545 shares; 2025Q4: 2,525 shares; 2026Q1: 2,752 shares; 2026Q2: 2,893 shares 2,893 $947K 0.06% +141 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: 7,975 shares; 2024Q4: 7,466 shares; 2025Q1: 7,472 shares; 2025Q2: 5,866 shares; 2025Q3: 6,529 shares; 2025Q4: 6,574 shares; 2026Q1: 6,672 shares; 2026Q2: 6,867 shares 6,867 $939K 0.06% +195 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,556 shares; 2024Q4: 2,467 shares; 2025Q1: 2,340 shares; 2025Q2: 2,342 shares; 2025Q3: 2,345 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,353 shares 2,353 $927K 0.06% +3 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: 3,267 shares; 2024Q4: 3,500 shares; 2025Q1: 3,454 shares; 2025Q2: 3,524 shares; 2025Q3: 3,514 shares; 2025Q4: 3,604 shares; 2026Q1: 3,617 shares; 2026Q2: 3,654 shares 3,654 $919K 0.06% +37 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: 5,477 shares; 2024Q4: 5,505 shares; 2025Q1: 5,580 shares; 2025Q2: 5,568 shares; 2025Q3: 5,593 shares; 2025Q4: 5,616 shares; 2026Q1: 5,654 shares; 2026Q2: 5,671 shares 5,671 $918K 0.06% +17 Timeline MCBS METROCITY BANKSHARES INC More: the full row for METROCITY BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $897K 0.05% 0 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: 1,725 shares; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares; 2025Q4: 1,688 shares; 2026Q1: 2,362 shares; 2026Q2: 2,386 shares 2,386 $892K 0.05% +24 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: 2,459 shares; 2025Q1: not reported; 2025Q2: 2,373 shares; 2025Q3: 2,373 shares; 2025Q4: 2,378 shares; 2026Q1: 2,378 shares; 2026Q2: 2,378 shares 2,378 $867K 0.05% 0 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: 5,183 shares; 2024Q4: 5,115 shares; 2025Q1: 5,378 shares; 2025Q2: 5,414 shares; 2025Q3: 5,035 shares; 2025Q4: 5,062 shares; 2026Q1: 5,922 shares; 2026Q2: 5,113 shares 5,113 $808K 0.05% -809 Timeline SCHB 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: 66,019 shares; 2025Q3: 26,559 shares; 2025Q4: 26,631 shares; 2026Q1: 26,697 shares; 2026Q2: 27,425 shares 27,425 $794K 0.05% +728 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: 2,685 shares; 2024Q4: 2,607 shares; 2025Q1: 2,763 shares; 2025Q2: 2,545 shares; 2025Q3: 2,396 shares; 2025Q4: 2,387 shares; 2026Q1: 2,350 shares; 2026Q2: 2,271 shares 2,271 $779K 0.05% -79 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,043 shares; 2024Q4: 6,870 shares; 2025Q1: 6,870 shares; 2025Q2: 6,630 shares; 2025Q3: 6,630 shares; 2025Q4: 6,631 shares; 2026Q1: 6,631 shares; 2026Q2: 6,587 shares 6,587 $774K 0.05% -44 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: 3,076 shares; 2024Q4: 3,077 shares; 2025Q1: 2,979 shares; 2025Q2: 2,924 shares; 2025Q3: 2,895 shares; 2025Q4: 2,882 shares; 2026Q1: 2,777 shares; 2026Q2: 2,791 shares 2,791 $754K 0.05% +14 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,124 shares; 2024Q4: 11,469 shares; 2025Q1: 11,469 shares; 2025Q2: 10,096 shares; 2025Q3: 10,097 shares; 2025Q4: 10,098 shares; 2026Q1: 10,607 shares; 2026Q2: 10,607 shares 10,607 $737K 0.04% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,432 shares; 2024Q4: 2,436 shares; 2025Q1: 1,852 shares; 2025Q2: 1,854 shares; 2025Q3: 1,855 shares; 2025Q4: 1,721 shares; 2026Q1: 1,722 shares; 2026Q2: 1,723 shares 1,723 $706K 0.04% +1 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: 384 shares; 2025Q3: 386 shares; 2025Q4: 385 shares; 2026Q1: 558 shares; 2026Q2: 599 shares 599 $704K 0.04% +41 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,583 shares; 2024Q4: 32,945 shares; 2025Q1: 33,132 shares; 2025Q2: 33,427 shares; 2025Q3: 33,723 shares; 2025Q4: 29,767 shares; 2026Q1: 29,940 shares; 2026Q2: 30,214 shares 30,214 $688K 0.04% +274 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,477 shares; 2024Q4: 4,509 shares; 2025Q1: 4,534 shares; 2025Q2: 3,937 shares; 2025Q3: 3,959 shares; 2025Q4: 3,987 shares; 2026Q1: 4,007 shares; 2026Q2: 4,349 shares 4,349 $680K 0.04% +342 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: 5,347 shares; 2024Q4: 4,859 shares; 2025Q1: 5,109 shares; 2025Q2: 4,299 shares; 2025Q3: 3,951 shares; 2025Q4: 3,673 shares; 2026Q1: 3,538 shares; 2026Q2: 3,555 shares 3,555 $674K 0.04% +17 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: 897 shares; 2024Q4: 1,892 shares; 2025Q1: 1,854 shares; 2025Q2: 1,738 shares; 2025Q3: 1,705 shares; 2025Q4: 2,244 shares; 2026Q1: 2,127 shares; 2026Q2: 1,826 shares 1,826 $673K 0.04% -301 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 3,051 shares; 2025Q1: 2,970 shares; 2025Q2: 2,983 shares; 2025Q3: 2,997 shares; 2025Q4: 3,014 shares; 2026Q1: 2,972 shares; 2026Q2: 2,983 shares 2,983 $660K 0.04% +11 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: 1,853 shares; 2024Q4: 1,856 shares; 2025Q1: 1,840 shares; 2025Q2: 1,846 shares; 2025Q3: 1,854 shares; 2025Q4: 1,859 shares; 2026Q1: 1,911 shares; 2026Q2: 1,935 shares 1,935 $639K 0.04% +24 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,647 shares; 2024Q4: 6,694 shares; 2025Q1: 6,697 shares; 2025Q2: 6,725 shares; 2025Q3: 6,746 shares; 2025Q4: 6,769 shares; 2026Q1: 6,789 shares; 2026Q2: 6,806 shares 6,806 $637K 0.04% +17 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,097 shares; 2025Q1: 771 shares; 2025Q2: 826 shares; 2025Q3: 775 shares; 2025Q4: 1,180 shares; 2026Q1: 1,235 shares; 2026Q2: 825 shares 825 $630K 0.04% -410 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,990 shares; 2024Q4: 4,824 shares; 2025Q1: 4,840 shares; 2025Q2: 3,966 shares; 2025Q3: 4,040 shares; 2025Q4: 3,850 shares; 2026Q1: 3,768 shares; 2026Q2: 3,814 shares 3,814 $628K 0.04% +46 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,842 shares; 2024Q4: 7,957 shares; 2025Q1: 7,957 shares; 2025Q2: 8,070 shares; 2025Q3: 8,070 shares; 2025Q4: 8,198 shares; 2026Q1: 7,981 shares; 2026Q2: 8,069 shares 8,069 $614K 0.04% +88 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: 1,887 shares; 2024Q4: 1,891 shares; 2025Q1: 1,894 shares; 2025Q2: 1,848 shares; 2025Q3: 1,945 shares; 2025Q4: 1,950 shares; 2026Q1: 2,043 shares; 2026Q2: 2,040 shares 2,040 $613K 0.04% -3 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: 11,925 shares; 2024Q4: 11,949 shares; 2025Q1: 11,690 shares; 2025Q2: 10,496 shares; 2025Q3: 10,527 shares; 2025Q4: 10,584 shares; 2026Q1: 10,708 shares; 2026Q2: 10,734 shares 10,734 $612K 0.04% +26 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: 4,925 shares; 2024Q4: 4,776 shares; 2025Q1: 4,818 shares; 2025Q2: 4,607 shares; 2025Q3: 4,550 shares; 2025Q4: 4,495 shares; 2026Q1: 4,084 shares; 2026Q2: 4,114 shares 4,114 $603K 0.04% +30 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,834 shares; 2024Q4: 11,963 shares; 2025Q1: 12,027 shares; 2025Q2: 12,128 shares; 2025Q3: 12,231 shares; 2025Q4: 13,027 shares; 2026Q1: 13,096 shares; 2026Q2: 12,925 shares 12,925 $596K 0.04% -171 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: 4,712 shares; 2024Q4: 4,874 shares; 2025Q1: 4,655 shares; 2025Q2: 4,343 shares; 2025Q3: 4,371 shares; 2025Q4: 4,186 shares; 2026Q1: 4,163 shares; 2026Q2: 4,169 shares 4,169 $565K 0.03% +6 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,095 shares; 2024Q4: 10,249 shares; 2025Q1: 10,328 shares; 2025Q2: 10,448 shares; 2025Q3: 10,570 shares; 2025Q4: 10,736 shares; 2026Q1: 10,819 shares; 2026Q2: 10,948 shares 10,948 $562K 0.03% +129 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: 1,358 shares; 2024Q4: 1,364 shares; 2025Q1: 1,363 shares; 2025Q2: 1,372 shares; 2025Q3: 1,345 shares; 2025Q4: 1,357 shares; 2026Q1: 1,322 shares; 2026Q2: 1,333 shares 1,333 $554K 0.03% +11 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: 2,682 shares; 2024Q4: 2,984 shares; 2025Q1: 2,935 shares; 2025Q2: 2,728 shares; 2025Q3: 2,626 shares; 2025Q4: 2,627 shares; 2026Q1: 2,477 shares; 2026Q2: 2,473 shares 2,473 $551K 0.03% -4 Timeline SPAB 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: 345,843 shares; 2024Q4: 362,831 shares; 2025Q1: 358,559 shares; 2025Q2: 351,125 shares; 2025Q3: 22,415 shares; 2025Q4: 20,801 shares; 2026Q1: 21,043 shares; 2026Q2: 21,172 shares 21,172 $540K 0.03% +129 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP 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: 19,683 shares; 2026Q2: 19,820 shares 19,820 $537K 0.03% +137 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: 10,129 shares; 2024Q4: 10,380 shares; 2025Q1: 10,418 shares; 2025Q2: 10,482 shares; 2025Q3: 10,399 shares; 2025Q4: 10,532 shares; 2026Q1: 10,074 shares; 2026Q2: 10,618 shares 10,618 $514K 0.03% +544 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,359 shares; 2024Q4: 7,359 shares; 2025Q1: 7,359 shares; 2025Q2: 7,359 shares; 2025Q3: 7,359 shares; 2025Q4: 7,359 shares; 2026Q1: 7,359 shares; 2026Q2: 8,349 shares 8,349 $508K 0.03% +990 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: 513 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,164 shares 4,164 $498K 0.03% new Timeline XVV 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: 8,720 shares 8,720 $495K 0.03% new 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: 2,310 shares; 2024Q4: 2,123 shares; 2025Q1: 2,130 shares; 2025Q2: 2,048 shares; 2025Q3: 2,025 shares; 2025Q4: 2,037 shares; 2026Q1: 2,043 shares; 2026Q2: 2,089 shares 2,089 $494K 0.03% +46 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: 873 shares; 2024Q4: 771 shares; 2025Q1: 774 shares; 2025Q2: 671 shares; 2025Q3: 791 shares; 2025Q4: 783 shares; 2026Q1: 907 shares; 2026Q2: 769 shares 769 $488K 0.03% -138 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: 5,766 shares; 2024Q4: 5,841 shares; 2025Q1: 5,883 shares; 2025Q2: 5,945 shares; 2025Q3: 6,009 shares; 2025Q4: 5,040 shares; 2026Q1: 5,075 shares; 2026Q2: 5,129 shares 5,129 $485K 0.03% +54 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,309 shares; 2024Q4: 39,205 shares; 2025Q1: 46,274 shares; 2025Q2: 44,584 shares; 2025Q3: 44,232 shares; 2025Q4: 50,978 shares; 2026Q1: 23,536 shares; 2026Q2: 23,278 shares 23,278 $482K 0.03% -258 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: 2,693 shares; 2024Q4: 2,669 shares; 2025Q1: 3,145 shares; 2025Q2: 3,153 shares; 2025Q3: 3,136 shares; 2025Q4: 3,109 shares; 2026Q1: 3,131 shares; 2026Q2: 3,187 shares 3,187 $467K 0.03% +56 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: 4,628 shares; 2024Q4: 4,660 shares; 2025Q1: 4,696 shares; 2025Q2: 4,825 shares; 2025Q3: 4,773 shares; 2025Q4: 4,806 shares; 2026Q1: 4,893 shares; 2026Q2: 5,085 shares 5,085 $446K 0.03% +192 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,890 shares; 2025Q3: 2,890 shares; 2025Q4: 2,890 shares; 2026Q1: 2,903 shares; 2026Q2: 2,916 shares 2,916 $434K 0.03% +13 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,210 shares; 2025Q3: 3,519 shares; 2025Q4: 3,420 shares; 2026Q1: 3,405 shares; 2026Q2: 3,436 shares 3,436 $404K 0.02% +31 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,061 shares; 2024Q4: 3,074 shares; 2025Q1: 3,084 shares; 2025Q2: 3,162 shares; 2025Q3: 3,171 shares; 2025Q4: 3,117 shares; 2026Q1: 3,132 shares; 2026Q2: 3,142 shares 3,142 $401K 0.02% +10 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: 4,634 shares; 2024Q4: 4,634 shares; 2025Q1: 4,568 shares; 2025Q2: 4,290 shares; 2025Q3: 3,986 shares; 2025Q4: 3,619 shares; 2026Q1: 3,365 shares; 2026Q2: 3,365 shares 3,365 $400K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 194 shares; 2026Q2: 194 shares 194 $387K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 656 shares 656 $381K 0.02% new Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW 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: 110,000 shares 110,000 $367K 0.02% new 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: 769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 1,227 shares; 2025Q4: 1,166 shares; 2026Q1: 1,154 shares; 2026Q2: 4,509 shares 4,509 $363K 0.02% +3,355 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,558 shares; 2025Q4: 3,677 shares; 2026Q1: not reported; 2026Q2: 5,056 shares 5,056 $360K 0.02% new 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: 582 shares; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 778 shares; 2025Q4: 799 shares; 2026Q1: 910 shares; 2026Q2: 851 shares 851 $358K 0.02% -59 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,492 shares; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares; 2026Q1: 1,492 shares; 2026Q2: 1,492 shares 1,492 $348K 0.02% 0 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: 1,210 shares; 2025Q2: not reported; 2025Q3: 1,954 shares; 2025Q4: 1,965 shares; 2026Q1: 2,324 shares; 2026Q2: 2,075 shares 2,075 $344K 0.02% -249 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 898 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 534 shares; 2026Q1: 624 shares; 2026Q2: 601 shares 601 $338K 0.02% -23 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: 778 shares 778 $336K 0.02% new Timeline BOXX EA SERIES TRUST More: the full row for EA 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: 2,155 shares; 2026Q2: 2,846 shares 2,846 $333K 0.02% +691 Timeline SCHG 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: 8,654 shares; 2026Q1: 8,665 shares; 2026Q2: 9,717 shares 9,717 $329K 0.02% +1,052 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,319 shares; 2024Q4: 5,216 shares; 2025Q1: 5,313 shares; 2025Q2: 5,269 shares; 2025Q3: 5,892 shares; 2025Q4: 6,137 shares; 2026Q1: 5,973 shares; 2026Q2: 6,306 shares 6,306 $322K 0.02% +333 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,485 shares; 2024Q4: 2,503 shares; 2025Q1: 2,503 shares; 2025Q2: 2,503 shares; 2025Q3: 2,503 shares; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares; 2026Q2: 1,263 shares 1,263 $319K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 495 shares; 2025Q2: 395 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 303 shares; 2026Q2: 313 shares 313 $317K 0.02% +10 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: 2,218 shares 2,218 $310K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,326 shares; 2025Q3: 13,835 shares; 2025Q4: 8,491 shares; 2026Q1: 27,796 shares; 2026Q2: 11,046 shares 11,046 $306K 0.02% -16,750 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,515 shares 3,515 $303K 0.02% new 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: 3,056 shares; 2024Q4: 3,030 shares; 2025Q1: 3,149 shares; 2025Q2: 2,797 shares; 2025Q3: 2,955 shares; 2025Q4: 2,401 shares; 2026Q1: 2,280 shares; 2026Q2: 2,305 shares 2,305 $296K 0.02% +25 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 906 shares; 2024Q4: 906 shares; 2025Q1: 926 shares; 2025Q2: 802 shares; 2025Q3: 772 shares; 2025Q4: 768 shares; 2026Q1: 687 shares; 2026Q2: 690 shares 690 $294K 0.02% +3 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: 1,351 shares; 2024Q4: 1,226 shares; 2025Q1: 1,228 shares; 2025Q2: not reported; 2025Q3: 1,151 shares; 2025Q4: 1,380 shares; 2026Q1: 1,382 shares; 2026Q2: 1,341 shares 1,341 $292K 0.02% -41 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,198 shares; 2024Q4: 1,182 shares; 2025Q1: 1,296 shares; 2025Q2: 1,297 shares; 2025Q3: 1,298 shares; 2025Q4: 1,299 shares; 2026Q1: 1,298 shares; 2026Q2: 1,303 shares 1,303 $287K 0.02% +5 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,129 shares; 2024Q4: 4,175 shares; 2025Q1: 4,275 shares; 2025Q2: 4,267 shares; 2025Q3: 4,310 shares; 2025Q4: 4,353 shares; 2026Q1: 4,477 shares; 2026Q2: 4,177 shares 4,177 $285K 0.02% -300 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: 7,003 shares; 2025Q3: 3,472 shares; 2025Q4: 3,275 shares; 2026Q1: 5,510 shares; 2026Q2: 3,420 shares 3,420 $283K 0.02% -2,090 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: 3,906 shares; 2024Q4: 3,925 shares; 2025Q1: 3,864 shares; 2025Q2: 3,474 shares; 2025Q3: 3,196 shares; 2025Q4: 3,199 shares; 2026Q1: 3,126 shares; 2026Q2: 3,052 shares 3,052 $277K 0.02% -74 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: 1,203 shares; 2024Q4: not reported; 2025Q1: 1,314 shares; 2025Q2: 1,513 shares; 2025Q3: 1,514 shares; 2025Q4: 1,475 shares; 2026Q1: not reported; 2026Q2: 1,490 shares 1,490 $275K 0.02% new Timeline ITA 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: 1,339 shares; 2025Q4: 1,106 shares; 2026Q1: 1,141 shares; 2026Q2: 1,132 shares 1,132 $274K 0.02% -9 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 518 shares; 2026Q2: 519 shares 519 $272K 0.02% +1 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,092 shares; 2024Q4: 4,095 shares; 2025Q1: not reported; 2025Q2: 3,761 shares; 2025Q3: 3,243 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,971 shares 2,971 $271K 0.02% new 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: 650 shares; 2024Q4: 504 shares; 2025Q1: 506 shares; 2025Q2: 508 shares; 2025Q3: 539 shares; 2025Q4: 541 shares; 2026Q1: 519 shares; 2026Q2: 525 shares 525 $268K 0.02% +6 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 551 shares; 2025Q2: 560 shares; 2025Q3: 561 shares; 2025Q4: 554 shares; 2026Q1: 555 shares; 2026Q2: 519 shares 519 $266K 0.02% -36 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: 2,971 shares; 2024Q4: 2,971 shares; 2025Q1: 2,971 shares; 2025Q2: 2,971 shares; 2025Q3: 2,971 shares; 2025Q4: 2,972 shares; 2026Q1: 2,983 shares; 2026Q2: 2,993 shares 2,993 $250K 0.02% +10 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,643 shares; 2024Q4: 13,643 shares; 2025Q1: 13,643 shares; 2025Q2: 14,472 shares; 2025Q3: 12,076 shares; 2025Q4: 12,076 shares; 2026Q1: 12,076 shares; 2026Q2: 12,076 shares 12,076 $250K 0.02% 0 Timeline TGB TREKOR METALS LTD More: the full row for TREKOR METALS LTD 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: 36,134 shares 36,134 $249K 0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 315 shares; 2025Q1: 305 shares; 2025Q2: 285 shares; 2025Q3: 260 shares; 2025Q4: 261 shares; 2026Q1: 257 shares; 2026Q2: 258 shares 258 $248K 0.01% +1 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,117 shares; 2024Q4: 1,117 shares; 2025Q1: 1,071 shares; 2025Q2: 1,073 shares; 2025Q3: 1,071 shares; 2025Q4: 1,073 shares; 2026Q1: 1,132 shares; 2026Q2: 1,076 shares 1,076 $247K 0.01% -56 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,013 shares; 2025Q1: 1,090 shares; 2025Q2: 1,092 shares; 2025Q3: 1,095 shares; 2025Q4: not reported; 2026Q1: 1,024 shares; 2026Q2: 1,027 shares 1,027 $245K 0.01% +3 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: 1,276 shares; 2025Q2: 1,292 shares; 2025Q3: 1,301 shares; 2025Q4: 1,305 shares; 2026Q1: 1,325 shares; 2026Q2: 1,338 shares 1,338 $242K 0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,262 shares; 2026Q1: 1,274 shares; 2026Q2: 1,281 shares 1,281 $237K 0.01% +7 Timeline FMUN FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $237K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,316 shares 1,316 $235K 0.01% new Timeline VOE 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: 1,235 shares; 2025Q4: 1,211 shares; 2026Q1: 1,168 shares; 2026Q2: 1,169 shares 1,169 $231K 0.01% +1 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: 976 shares; 2024Q4: 977 shares; 2025Q1: 987 shares; 2025Q2: 856 shares; 2025Q3: 716 shares; 2025Q4: 705 shares; 2026Q1: 637 shares; 2026Q2: 631 shares 631 $229K 0.01% -6 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,362 shares; 2024Q4: 16,257 shares; 2025Q1: 16,257 shares; 2025Q2: 16,698 shares; 2025Q3: 17,161 shares; 2025Q4: 18,254 shares; 2026Q1: 18,254 shares; 2026Q2: 18,987 shares 18,987 $199K 0.01% +733 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $97.4K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,108 shares; 2025Q4: 12,108 shares; 2026Q1: 12,108 shares; 2026Q2: 12,108 shares 12,108 $95.4K 0.01% 0 Timeline