EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663,656 shares; 2026Q1: 663,656 shares; 2026Q2: 764,715 shares 764,715 $49.8M 10.32% +101,059 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: 649,058 shares; 2024Q4: 645,069 shares; 2025Q1: 466,594 shares; 2025Q2: 464,877 shares; 2025Q3: 464,497 shares; 2025Q4: 463,979 shares; 2026Q1: 460,279 shares; 2026Q2: 458,463 shares 458,463 $37.3M 7.73% -1,816 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: 26,100 shares; 2024Q4: 29,981 shares; 2025Q1: 29,867 shares; 2025Q2: 29,547 shares; 2025Q3: 30,724 shares; 2025Q4: 33,453 shares; 2026Q1: 34,988 shares; 2026Q2: 37,634 shares 37,634 $25.8M 5.36% +2,646 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: 93,669 shares; 2024Q4: 93,003 shares; 2025Q1: 90,331 shares; 2025Q2: 88,637 shares; 2025Q3: 86,675 shares; 2025Q4: 86,938 shares; 2026Q1: 87,268 shares; 2026Q2: 85,179 shares 85,179 $24.6M 5.11% -2,089 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: 96,646 shares; 2024Q4: 93,844 shares; 2025Q1: 86,563 shares; 2025Q2: 76,673 shares; 2025Q3: 72,467 shares; 2025Q4: 69,761 shares; 2026Q1: 66,112 shares; 2026Q2: 61,983 shares 61,983 $23.4M 4.86% -4,129 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: 65,586 shares; 2024Q4: 66,515 shares; 2025Q1: 65,024 shares; 2025Q2: 62,632 shares; 2025Q3: 61,849 shares; 2025Q4: 60,231 shares; 2026Q1: 52,444 shares; 2026Q2: 50,419 shares 50,419 $18M 3.74% -2,025 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: 47,824 shares; 2024Q4: 48,257 shares; 2025Q1: 48,239 shares; 2025Q2: 46,665 shares; 2025Q3: 45,273 shares; 2025Q4: 45,227 shares; 2026Q1: 45,259 shares; 2026Q2: 45,226 shares 45,226 $16.9M 3.5% -33 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: 110,237 shares; 2024Q4: 101,494 shares; 2025Q1: 94,996 shares; 2025Q2: 81,058 shares; 2025Q3: 76,049 shares; 2025Q4: 75,125 shares; 2026Q1: 71,427 shares; 2026Q2: 71,047 shares 71,047 $14.2M 2.95% -380 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: 54,235 shares; 2024Q4: 54,620 shares; 2025Q1: 53,644 shares; 2025Q2: 53,425 shares; 2025Q3: 53,220 shares; 2025Q4: 53,788 shares; 2026Q1: 53,657 shares; 2026Q2: 53,941 shares 53,941 $12.9M 2.67% +284 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: 40,562 shares; 2024Q4: 41,129 shares; 2025Q1: 40,594 shares; 2025Q2: 41,011 shares; 2025Q3: 40,815 shares; 2025Q4: 40,783 shares; 2026Q1: 40,553 shares; 2026Q2: 40,666 shares 40,666 $10.3M 2.14% +113 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 106,137 shares; 2025Q1: 97,153 shares; 2025Q2: 80,615 shares; 2025Q3: 74,575 shares; 2025Q4: 68,958 shares; 2026Q1: 62,635 shares; 2026Q2: 60,107 shares 60,107 $10.2M 2.12% -2,528 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: 25,216 shares; 2024Q4: 25,336 shares; 2025Q1: 25,003 shares; 2025Q2: 25,542 shares; 2025Q3: 25,391 shares; 2025Q4: 25,419 shares; 2026Q1: 25,227 shares; 2026Q2: 25,115 shares 25,115 $8.9M 1.84% -112 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: 36,611 shares; 2024Q4: 36,988 shares; 2025Q1: 37,441 shares; 2025Q2: 37,616 shares; 2025Q3: 35,387 shares; 2025Q4: 34,797 shares; 2026Q1: 34,263 shares; 2026Q2: 34,427 shares 34,427 $8.66M 1.8% +164 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: 84,548 shares; 2024Q4: 85,566 shares; 2025Q1: 76,005 shares; 2025Q2: 75,799 shares; 2025Q3: 75,164 shares; 2025Q4: 75,003 shares; 2026Q1: 74,970 shares; 2026Q2: 74,600 shares 74,600 $8.45M 1.75% -370 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: 25,438 shares; 2024Q4: 25,702 shares; 2025Q1: 25,024 shares; 2025Q2: 24,874 shares; 2025Q3: 23,503 shares; 2025Q4: 23,308 shares; 2026Q1: 23,522 shares; 2026Q2: 23,355 shares 23,355 $8.01M 1.66% -167 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: 26,737 shares; 2024Q4: 26,679 shares; 2025Q1: 25,473 shares; 2025Q2: 25,417 shares; 2025Q3: 24,376 shares; 2025Q4: 24,038 shares; 2026Q1: 23,680 shares; 2026Q2: 23,277 shares 23,277 $7.68M 1.59% -403 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: 8,659 shares; 2025Q1: 8,467 shares; 2025Q2: 8,444 shares; 2025Q3: 8,028 shares; 2025Q4: 7,875 shares; 2026Q1: 7,767 shares; 2026Q2: 7,767 shares 7,767 $7.47M 1.55% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,103 shares; 2024Q4: 31,779 shares; 2025Q1: 31,345 shares; 2025Q2: 31,502 shares; 2025Q3: 30,228 shares; 2025Q4: 29,924 shares; 2026Q1: 29,875 shares; 2026Q2: 28,705 shares 28,705 $7.34M 1.52% -1,170 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: 13,779 shares; 2024Q4: 16,062 shares; 2025Q1: 17,123 shares; 2025Q2: 18,336 shares; 2025Q3: 19,593 shares; 2025Q4: 20,244 shares; 2026Q1: 20,357 shares; 2026Q2: 20,968 shares 20,968 $6.86M 1.42% +611 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: 43,048 shares; 2024Q4: 43,394 shares; 2025Q1: 43,995 shares; 2025Q2: 43,737 shares; 2025Q3: 43,584 shares; 2025Q4: 43,482 shares; 2026Q1: 42,693 shares; 2026Q2: 43,133 shares 43,133 $5.9M 1.22% +440 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: 43,152 shares; 2024Q4: 42,872 shares; 2025Q1: 41,145 shares; 2025Q2: 41,548 shares; 2025Q3: 39,979 shares; 2025Q4: 40,002 shares; 2026Q1: 39,373 shares; 2026Q2: 39,495 shares 39,495 $5.79M 1.2% +122 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: 6,077 shares; 2024Q4: 5,636 shares; 2025Q1: 5,862 shares; 2025Q2: 5,788 shares; 2025Q3: 5,817 shares; 2025Q4: 6,036 shares; 2026Q1: 6,160 shares; 2026Q2: 7,292 shares 7,292 $5.45M 1.13% +1,132 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: 39,880 shares; 2024Q4: 39,532 shares; 2025Q1: 39,161 shares; 2025Q2: 39,713 shares; 2025Q3: 39,606 shares; 2025Q4: 39,621 shares; 2026Q1: 39,155 shares; 2026Q2: 39,253 shares 39,253 $5.37M 1.11% +98 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: 20,190 shares; 2024Q4: 20,249 shares; 2025Q1: 19,977 shares; 2025Q2: 20,027 shares; 2025Q3: 19,742 shares; 2025Q4: 19,486 shares; 2026Q1: 19,502 shares; 2026Q2: 19,666 shares 19,666 $5.35M 1.11% +164 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: 11,010 shares; 2024Q4: 10,797 shares; 2025Q1: 10,600 shares; 2025Q2: 10,636 shares; 2025Q3: 10,376 shares; 2025Q4: 10,223 shares; 2026Q1: 10,167 shares; 2026Q2: 9,846 shares 9,846 $4.94M 1.02% -321 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: 12,084 shares; 2024Q4: 12,085 shares; 2025Q1: 11,801 shares; 2025Q2: 11,326 shares; 2025Q3: 10,372 shares; 2025Q4: 10,220 shares; 2026Q1: 10,191 shares; 2026Q2: 9,826 shares 9,826 $4.92M 1.02% -365 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,430 shares; 2024Q4: 59,364 shares; 2025Q1: 54,922 shares; 2025Q2: 53,456 shares; 2025Q3: 53,070 shares; 2025Q4: 54,877 shares; 2026Q1: 54,513 shares; 2026Q2: 53,428 shares 53,428 $4.9M 1.02% -1,085 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: 58,044 shares; 2024Q4: 57,231 shares; 2025Q1: 56,553 shares; 2025Q2: 56,603 shares; 2025Q3: 56,073 shares; 2025Q4: 55,978 shares; 2026Q1: 55,549 shares; 2026Q2: 55,621 shares 55,621 $4.88M 1.01% +72 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: 39,717 shares; 2024Q4: 39,948 shares; 2025Q1: 39,932 shares; 2025Q2: 38,358 shares; 2025Q3: 36,251 shares; 2025Q4: 35,162 shares; 2026Q1: 34,568 shares; 2026Q2: 33,263 shares 33,263 $4.87M 1.01% -1,305 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: 6,146 shares; 2024Q4: 6,687 shares; 2025Q1: 6,851 shares; 2025Q2: 6,915 shares; 2025Q3: 6,973 shares; 2025Q4: 7,152 shares; 2026Q1: 7,261 shares; 2026Q2: 8,284 shares 8,284 $4.67M 0.97% +1,023 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: 30,957 shares; 2024Q4: 31,139 shares; 2025Q1: 30,213 shares; 2025Q2: 30,087 shares; 2025Q3: 28,860 shares; 2025Q4: 28,198 shares; 2026Q1: 27,552 shares; 2026Q2: 27,169 shares 27,169 $4.5M 0.93% -383 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,330 shares; 2024Q4: 15,553 shares; 2025Q1: 15,304 shares; 2025Q2: 15,402 shares; 2025Q3: 14,847 shares; 2025Q4: 14,690 shares; 2026Q1: 14,692 shares; 2026Q2: 14,683 shares 14,683 $4.11M 0.85% -9 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,221 shares; 2024Q4: 46,955 shares; 2025Q1: 46,283 shares; 2025Q2: 47,136 shares; 2025Q3: 47,239 shares; 2025Q4: 47,246 shares; 2026Q1: 47,418 shares; 2026Q2: 47,539 shares 47,539 $3.86M 0.8% +121 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: 11,616 shares; 2024Q4: 11,194 shares; 2025Q1: 10,967 shares; 2025Q2: 10,321 shares; 2025Q3: 9,871 shares; 2025Q4: 9,242 shares; 2026Q1: 9,032 shares; 2026Q2: 8,988 shares 8,988 $3.83M 0.79% -44 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: 4,781 shares; 2024Q4: 5,233 shares; 2025Q1: 5,818 shares; 2025Q2: 6,231 shares; 2025Q3: 6,462 shares; 2025Q4: 6,609 shares; 2026Q1: 6,736 shares; 2026Q2: 6,851 shares 6,851 $3.49M 0.72% +115 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: 15,766 shares; 2024Q4: 17,147 shares; 2025Q1: 18,433 shares; 2025Q2: 19,649 shares; 2025Q3: 20,267 shares; 2025Q4: 21,002 shares; 2026Q1: 21,834 shares; 2026Q2: 22,364 shares 22,364 $3.39M 0.7% +530 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: 25,211 shares; 2024Q4: 23,979 shares; 2025Q1: 24,537 shares; 2025Q2: 26,955 shares; 2025Q3: 29,615 shares; 2025Q4: 29,294 shares; 2026Q1: 29,052 shares; 2026Q2: 28,604 shares 28,604 $3.36M 0.7% -448 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: 8,364 shares; 2024Q4: 7,727 shares; 2025Q1: 8,118 shares; 2025Q2: 10,735 shares; 2025Q3: 11,809 shares; 2025Q4: 12,815 shares; 2026Q1: 13,199 shares; 2026Q2: 14,056 shares 14,056 $3.33M 0.69% +857 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,825 shares; 2024Q4: 21,846 shares; 2025Q1: 21,362 shares; 2025Q2: 21,159 shares; 2025Q3: 20,473 shares; 2025Q4: 20,241 shares; 2026Q1: 18,144 shares; 2026Q2: 17,192 shares 17,192 $3.27M 0.68% -952 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: 18,120 shares; 2024Q4: 17,800 shares; 2025Q1: 17,517 shares; 2025Q2: 30,411 shares; 2025Q3: 29,665 shares; 2025Q4: 29,415 shares; 2026Q1: 27,359 shares; 2026Q2: 27,041 shares 27,041 $3.17M 0.66% -318 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: 30,465 shares; 2024Q4: 32,346 shares; 2025Q1: 31,794 shares; 2025Q2: 31,794 shares; 2025Q3: 31,857 shares; 2025Q4: 31,857 shares; 2026Q1: 31,722 shares; 2026Q2: 41,790 shares 41,790 $2.98M 0.62% +10,068 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,825 shares; 2024Q4: 9,871 shares; 2025Q1: 9,807 shares; 2025Q2: 9,821 shares; 2025Q3: 9,420 shares; 2025Q4: 9,468 shares; 2026Q1: 8,828 shares; 2026Q2: 8,565 shares 8,565 $2.9M 0.6% -263 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: 18,238 shares; 2024Q4: 17,927 shares; 2025Q1: 14,227 shares; 2025Q2: 14,913 shares; 2025Q3: 16,216 shares; 2025Q4: 16,114 shares; 2026Q1: 15,889 shares; 2026Q2: 15,882 shares 15,882 $2.87M 0.6% -7 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: 15,890 shares; 2024Q4: 14,822 shares; 2025Q1: 15,544 shares; 2025Q2: 16,424 shares; 2025Q3: 16,960 shares; 2025Q4: 16,648 shares; 2026Q1: 16,456 shares; 2026Q2: 17,545 shares 17,545 $2.77M 0.57% +1,089 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: 9,368 shares; 2024Q4: 9,067 shares; 2025Q1: 9,091 shares; 2025Q2: 9,459 shares; 2025Q3: 9,400 shares; 2025Q4: 9,285 shares; 2026Q1: 9,230 shares; 2026Q2: 9,044 shares 9,044 $2.44M 0.51% -186 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: 6,194 shares; 2024Q4: 5,763 shares; 2025Q1: 5,763 shares; 2025Q2: 5,757 shares; 2025Q3: 5,757 shares; 2025Q4: 5,757 shares; 2026Q1: 5,805 shares; 2026Q2: 5,884 shares 5,884 $2.41M 0.5% +79 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: 30,290 shares; 2024Q4: 30,290 shares; 2025Q1: 30,620 shares; 2025Q2: 30,915 shares; 2025Q3: 30,915 shares; 2025Q4: 30,915 shares; 2026Q1: 31,229 shares; 2026Q2: 30,968 shares 30,968 $2.39M 0.5% -261 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: 7,902 shares; 2024Q4: 7,635 shares; 2025Q1: 7,630 shares; 2025Q2: 7,611 shares; 2025Q3: 8,397 shares; 2025Q4: 8,822 shares; 2026Q1: 8,578 shares; 2026Q2: 8,394 shares 8,394 $2.36M 0.49% -184 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: 15,710 shares; 2024Q4: 15,377 shares; 2025Q1: 15,479 shares; 2025Q2: 16,366 shares; 2025Q3: 16,473 shares; 2025Q4: 16,483 shares; 2026Q1: 16,392 shares; 2026Q2: 16,466 shares 16,466 $2.36M 0.49% +74 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: 6,707 shares; 2024Q4: 6,594 shares; 2025Q1: 6,670 shares; 2025Q2: 6,825 shares; 2025Q3: 6,656 shares; 2025Q4: 6,425 shares; 2026Q1: 6,237 shares; 2026Q2: 6,238 shares 6,238 $2.26M 0.47% +1 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,796 shares; 2024Q4: 4,725 shares; 2025Q1: 4,874 shares; 2025Q2: 5,105 shares; 2025Q3: 5,185 shares; 2025Q4: 6,119 shares; 2026Q1: 6,246 shares; 2026Q2: 7,145 shares 7,145 $2.17M 0.45% +899 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS 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: 18,844 shares; 2026Q2: 19,088 shares 19,088 $2.13M 0.44% +244 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,074 shares; 2025Q3: 7,689 shares; 2025Q4: 7,940 shares; 2026Q1: 7,922 shares; 2026Q2: 8,038 shares 8,038 $1.78M 0.37% +116 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: 14,000 shares; 2024Q4: 14,262 shares; 2025Q1: 14,864 shares; 2025Q2: 15,922 shares; 2025Q3: 16,387 shares; 2025Q4: 17,643 shares; 2026Q1: 17,883 shares; 2026Q2: 20,599 shares 20,599 $1.76M 0.37% +2,716 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,826 shares; 2025Q3: 6,463 shares; 2025Q4: 6,617 shares; 2026Q1: 6,339 shares; 2026Q2: 6,380 shares 6,380 $1.76M 0.36% +41 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: 46,243 shares; 2024Q4: 45,526 shares; 2025Q1: 43,926 shares; 2025Q2: 44,555 shares; 2025Q3: 45,852 shares; 2025Q4: 45,440 shares; 2026Q1: 46,158 shares; 2026Q2: 46,900 shares 46,900 $1.72M 0.36% +742 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 20,600 shares; 2026Q2: 19,781 shares 19,781 $1.63M 0.34% -819 Timeline CWB 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: 19,035 shares; 2024Q4: 19,035 shares; 2025Q1: 19,035 shares; 2025Q2: 19,035 shares; 2025Q3: 19,035 shares; 2025Q4: 19,035 shares; 2026Q1: 19,035 shares; 2026Q2: 14,533 shares 14,533 $1.57M 0.32% -4,502 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: 822 shares; 2024Q4: 798 shares; 2025Q1: 1,574 shares; 2025Q2: 1,564 shares; 2025Q3: 1,524 shares; 2025Q4: 1,334 shares; 2026Q1: 1,290 shares; 2026Q2: 1,257 shares 1,257 $1.51M 0.31% -33 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,066 shares; 2024Q4: 18,141 shares; 2025Q1: 18,316 shares; 2025Q2: 17,306 shares; 2025Q3: 15,093 shares; 2025Q4: 14,684 shares; 2026Q1: 13,951 shares; 2026Q2: 12,666 shares 12,666 $1.49M 0.31% -1,285 Timeline SPYX 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: 24,301 shares; 2024Q4: 24,301 shares; 2025Q1: 24,301 shares; 2025Q2: 24,183 shares; 2025Q3: 24,183 shares; 2025Q4: 24,183 shares; 2026Q1: 24,183 shares; 2026Q2: 24,138 shares 24,138 $1.47M 0.31% -45 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,515 shares; 2024Q4: 19,049 shares; 2025Q1: 19,019 shares; 2025Q2: 39,266 shares; 2025Q3: 36,065 shares; 2025Q4: 33,841 shares; 2026Q1: 32,734 shares; 2026Q2: 30,189 shares 30,189 $1.45M 0.3% -2,545 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: 21,147 shares; 2024Q4: 19,269 shares; 2025Q1: 19,994 shares; 2025Q2: 22,082 shares; 2025Q3: 23,396 shares; 2025Q4: 22,750 shares; 2026Q1: 23,073 shares; 2026Q2: 23,154 shares 23,154 $1.33M 0.28% +81 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,214 shares; 2025Q4: 4,214 shares; 2026Q1: 3,971 shares; 2026Q2: 11,991 shares 11,991 $1.32M 0.27% +8,020 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,452 shares; 2024Q4: 27,665 shares; 2025Q1: 24,290 shares; 2025Q2: 24,290 shares; 2025Q3: 24,290 shares; 2025Q4: 21,540 shares; 2026Q1: 18,120 shares; 2026Q2: 16,832 shares 16,832 $1.22M 0.25% -1,288 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: 1,726 shares; 2024Q4: 1,726 shares; 2025Q1: 1,726 shares; 2025Q2: 1,557 shares; 2025Q3: 1,557 shares; 2025Q4: 1,518 shares; 2026Q1: 1,446 shares; 2026Q2: 1,547 shares 1,547 $1.16M 0.24% +101 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: 7,869 shares; 2024Q4: 7,869 shares; 2025Q1: 7,169 shares; 2025Q2: 6,992 shares; 2025Q3: 6,992 shares; 2025Q4: 6,992 shares; 2026Q1: 6,992 shares; 2026Q2: 6,900 shares 6,900 $1.13M 0.24% -92 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: 9,327 shares; 2024Q4: 8,866 shares; 2025Q1: 7,481 shares; 2025Q2: 6,753 shares; 2025Q3: 5,956 shares; 2025Q4: 5,950 shares; 2026Q1: 5,950 shares; 2026Q2: 5,950 shares 5,950 $1.13M 0.23% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,815 shares; 2026Q2: 6,815 shares 6,815 $1.07M 0.22% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,283 shares; 2024Q4: 23,176 shares; 2025Q1: 19,676 shares; 2025Q2: 21,703 shares; 2025Q3: 10,509 shares; 2025Q4: 23,105 shares; 2026Q1: 18,265 shares; 2026Q2: 18,205 shares 18,205 $1.04M 0.22% -60 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,172 shares; 2024Q4: 4,076 shares; 2025Q1: 4,269 shares; 2025Q2: 4,464 shares; 2025Q3: 4,893 shares; 2025Q4: 4,745 shares; 2026Q1: 4,687 shares; 2026Q2: 4,599 shares 4,599 $1.03M 0.21% -88 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 1,133 shares; 2026Q1: 1,133 shares; 2026Q2: 1,063 shares 1,063 $1.03M 0.21% -70 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,732 shares 2,732 $1000K 0.21% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,389 shares; 2024Q4: 11,863 shares; 2025Q1: 12,142 shares; 2025Q2: 11,484 shares; 2025Q3: 11,013 shares; 2025Q4: 10,968 shares; 2026Q1: 10,968 shares; 2026Q2: 11,175 shares 11,175 $936K 0.19% +207 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: 2,494 shares; 2024Q4: 2,438 shares; 2025Q1: 2,618 shares; 2025Q2: 2,631 shares; 2025Q3: 2,357 shares; 2025Q4: 2,226 shares; 2026Q1: 2,371 shares; 2026Q2: 2,339 shares 2,339 $825K 0.17% -32 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,218 shares; 2024Q4: 13,208 shares; 2025Q1: 13,264 shares; 2025Q2: 13,752 shares; 2025Q3: 13,323 shares; 2025Q4: 12,920 shares; 2026Q1: 12,813 shares; 2026Q2: 12,557 shares 12,557 $767K 0.16% -256 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: 3,155 shares; 2024Q4: 2,942 shares; 2025Q1: 2,385 shares; 2025Q2: 3,563 shares; 2025Q3: 3,563 shares; 2025Q4: 3,563 shares; 2026Q1: 3,563 shares; 2026Q2: 3,162 shares 3,162 $767K 0.16% -401 Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,680 shares; 2024Q4: 138,019 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,437 shares 14,437 $713K 0.15% new 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: 4,414 shares; 2024Q4: 4,414 shares; 2025Q1: 5,179 shares; 2025Q2: 5,114 shares; 2025Q3: 4,714 shares; 2025Q4: 4,714 shares; 2026Q1: 4,714 shares; 2026Q2: 4,794 shares 4,794 $711K 0.15% +80 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,465 shares; 2024Q4: 4,465 shares; 2025Q1: 2,465 shares; 2025Q2: 2,472 shares; 2025Q3: 2,485 shares; 2025Q4: 2,485 shares; 2026Q1: 2,485 shares; 2026Q2: 2,485 shares 2,485 $703K 0.15% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,257 shares 2,257 $678K 0.14% 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: 2,632 shares; 2024Q4: 2,632 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 2,612 shares; 2025Q4: 2,612 shares; 2026Q1: 1,968 shares; 2026Q2: 1,908 shares 1,908 $674K 0.14% -60 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: 610 shares; 2025Q1: 610 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309 shares; 2026Q2: 609 shares 609 $649K 0.13% +300 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: 5,515 shares; 2024Q4: 5,468 shares; 2025Q1: 5,688 shares; 2025Q2: 6,261 shares; 2025Q3: 5,436 shares; 2025Q4: 4,462 shares; 2026Q1: 4,482 shares; 2026Q2: 4,790 shares 4,790 $616K 0.13% +308 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: 818 shares 818 $591K 0.12% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,155 shares; 2024Q4: 1,919 shares; 2025Q1: 1,919 shares; 2025Q2: 1,919 shares; 2025Q3: 1,919 shares; 2025Q4: 1,529 shares; 2026Q1: 1,489 shares; 2026Q2: 1,516 shares 1,516 $558K 0.12% +27 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: 1,763 shares; 2024Q4: 1,757 shares; 2025Q1: 2,824 shares; 2025Q2: 2,784 shares; 2025Q3: 2,727 shares; 2025Q4: 2,727 shares; 2026Q1: 2,427 shares; 2026Q2: 2,427 shares 2,427 $535K 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: 2,578 shares; 2024Q4: not reported; 2025Q1: 2,578 shares; 2025Q2: 2,578 shares; 2025Q3: 2,578 shares; 2025Q4: 2,578 shares; 2026Q1: 6,814 shares; 2026Q2: 6,814 shares 6,814 $531K 0.11% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,320 shares; 2025Q1: 27,320 shares; 2025Q2: 27,320 shares; 2025Q3: 27,320 shares; 2025Q4: 34,862 shares; 2026Q1: 34,862 shares; 2026Q2: 27,320 shares 27,320 $516K 0.11% -7,542 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: 1,761 shares; 2025Q1: 1,476 shares; 2025Q2: 1,336 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares; 2026Q1: 1,267 shares; 2026Q2: 1,262 shares 1,262 $501K 0.1% -5 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: 1,950 shares; 2024Q4: 1,837 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 6,117 shares 6,117 $493K 0.1% +4,367 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,250 shares 8,250 $492K 0.1% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,677 shares; 2025Q2: 1,252 shares; 2025Q3: 1,252 shares; 2025Q4: 2,504 shares; 2026Q1: 2,578 shares; 2026Q2: 2,578 shares 2,578 $491K 0.1% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,516 shares; 2024Q4: 14,746 shares; 2025Q1: 11,957 shares; 2025Q2: 11,957 shares; 2025Q3: 11,562 shares; 2025Q4: 10,567 shares; 2026Q1: 8,717 shares; 2026Q2: 8,717 shares 8,717 $481K 0.1% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 670 shares 670 $478K 0.1% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,400 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 6,373 shares; 2026Q1: 6,373 shares; 2026Q2: 5,000 shares 5,000 $467K 0.1% -1,373 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $429K 0.09% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,635 shares; 2024Q4: 4,844 shares; 2025Q1: 4,344 shares; 2025Q2: 4,042 shares; 2025Q3: 4,077 shares; 2025Q4: 3,947 shares; 2026Q1: 3,877 shares; 2026Q2: 3,861 shares 3,861 $401K 0.08% -16 Timeline JEPI 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: 7,519 shares; 2024Q4: 7,104 shares; 2025Q1: 7,104 shares; 2025Q2: 7,104 shares; 2025Q3: 7,104 shares; 2025Q4: 7,104 shares; 2026Q1: 7,104 shares; 2026Q2: 7,104 shares 7,104 $401K 0.08% 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: 11,951 shares; 2024Q4: 11,933 shares; 2025Q1: 6,033 shares; 2025Q2: 6,033 shares; 2025Q3: 6,109 shares; 2025Q4: 6,034 shares; 2026Q1: 5,462 shares; 2026Q2: 5,462 shares 5,462 $393K 0.08% 0 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: 10,422 shares; 2024Q4: 10,208 shares; 2025Q1: 10,478 shares; 2025Q2: 12,575 shares; 2025Q3: 14,059 shares; 2025Q4: 14,152 shares; 2026Q1: 14,045 shares; 2026Q2: 13,531 shares 13,531 $366K 0.08% -514 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,152 shares; 2026Q2: 2,888 shares 2,888 $365K 0.08% -264 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: 705 shares; 2024Q4: 705 shares; 2025Q1: 625 shares; 2025Q2: 618 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 711 shares; 2026Q2: 4,146 shares 4,146 $357K 0.07% +3,435 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: 2,383 shares; 2024Q4: 2,476 shares; 2025Q1: 3,276 shares; 2025Q2: 3,376 shares; 2025Q3: 2,808 shares; 2025Q4: 2,708 shares; 2026Q1: 2,643 shares; 2026Q2: 2,633 shares 2,633 $357K 0.07% -10 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: 7,093 shares; 2024Q4: 6,343 shares; 2025Q1: 7,410 shares; 2025Q2: 8,098 shares; 2025Q3: 8,074 shares; 2025Q4: 7,799 shares; 2026Q1: 7,012 shares; 2026Q2: 7,347 shares 7,347 $311K 0.06% +335 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,250 shares; 2024Q4: 10,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares; 2026Q2: 10,250 shares 10,250 $309K 0.06% -650 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: not reported; 2024Q4: not reported; 2025Q1: 5,945 shares; 2025Q2: 3,825 shares; 2025Q3: 3,367 shares; 2025Q4: 3,321 shares; 2026Q1: 3,241 shares; 2026Q2: 3,221 shares 3,221 $308K 0.06% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,868 shares; 2025Q4: 1,825 shares; 2026Q1: 2,265 shares; 2026Q2: 2,265 shares 2,265 $287K 0.06% 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: 493 shares 493 $286K 0.06% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,582 shares; 2024Q4: 27,887 shares; 2025Q1: 26,906 shares; 2025Q2: 26,947 shares; 2025Q3: 26,029 shares; 2025Q4: 18,558 shares; 2026Q1: 10,327 shares; 2026Q2: 5,780 shares 5,780 $284K 0.06% -4,547 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: 2,010 shares 2,010 $281K 0.06% 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: not reported; 2025Q3: not reported; 2025Q4: 8,846 shares; 2026Q1: 8,846 shares; 2026Q2: 10,005 shares 10,005 $277K 0.06% +1,159 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,328 shares; 2024Q4: not reported; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares; 2026Q2: 3,619 shares 3,619 $276K 0.06% +291 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: 394 shares; 2024Q4: 375 shares; 2025Q1: 345 shares; 2025Q2: 341 shares; 2025Q3: 291 shares; 2025Q4: 261 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $254K 0.05% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,471 shares; 2024Q4: 5,678 shares; 2025Q1: 4,152 shares; 2025Q2: 3,294 shares; 2025Q3: 2,915 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,426 shares 2,426 $251K 0.05% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 706 shares 706 $241K 0.05% new Timeline MAVF 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: 1,749 shares; 2025Q4: 1,749 shares; 2026Q1: 1,749 shares; 2026Q2: 1,749 shares 1,749 $237K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,248 shares; 2025Q4: 1,248 shares; 2026Q1: not reported; 2026Q2: 1,248 shares 1,248 $231K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,026 shares 1,026 $230K 0.05% new 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: 1,571 shares; 2024Q4: 1,344 shares; 2025Q1: 1,202 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares; 2026Q2: 1,046 shares 1,046 $228K 0.05% 0 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: 1,026 shares 1,026 $227K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 303 shares 303 $223K 0.05% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,806 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares; 2026Q2: 2,929 shares 2,929 $221K 0.05% +123 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 514 shares 514 $216K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 329 shares 329 $209K 0.04% new 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: 8,262 shares; 2024Q4: 8,134 shares; 2025Q1: 4,328 shares; 2025Q2: 4,292 shares; 2025Q3: 4,292 shares; 2025Q4: 4,292 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $208K 0.04% 0 Timeline MET METLIFE INC More: the full row for METLIFE 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: 2,373 shares 2,373 $201K 0.04% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,553 shares; 2025Q3: 8,553 shares; 2025Q4: 8,553 shares; 2026Q1: 8,553 shares; 2026Q2: 6,815 shares 6,815 $201K 0.04% -1,738 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,650 shares 1,650 $200K 0.04% new Timeline