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: 204,555 shares; 2024Q4: 205,257 shares; 2025Q1: 209,883 shares; 2025Q2: 216,341 shares; 2025Q3: 223,125 shares; 2025Q4: 227,294 shares; 2026Q1: 241,101 shares; 2026Q2: 249,537 shares 249,537 $29.7M 12.87% +8,436 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: 352,509 shares; 2024Q4: 361,151 shares; 2025Q1: 365,892 shares; 2025Q2: 377,880 shares; 2025Q3: 395,493 shares; 2025Q4: 407,450 shares; 2026Q1: 422,684 shares; 2026Q2: 443,527 shares 443,527 $27M 11.68% +20,843 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,129 shares; 2024Q4: 264,822 shares; 2025Q1: 266,047 shares; 2025Q2: 287,941 shares; 2025Q3: 290,003 shares; 2025Q4: 292,159 shares; 2026Q1: 281,089 shares; 2026Q2: 283,672 shares 283,672 $23.2M 10.07% +2,583 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,174 shares; 2024Q4: 136,768 shares; 2025Q1: 136,292 shares; 2025Q2: 140,679 shares; 2025Q3: 148,214 shares; 2025Q4: 154,870 shares; 2026Q1: 158,079 shares; 2026Q2: 168,393 shares 168,393 $15M 6.49% +10,314 Timeline SLYV 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: 100,929 shares; 2024Q4: 103,945 shares; 2025Q1: 107,223 shares; 2025Q2: 110,291 shares; 2025Q3: 117,096 shares; 2025Q4: 122,319 shares; 2026Q1: 124,435 shares; 2026Q2: 129,564 shares 129,564 $14.1M 6.13% +5,129 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,306 shares; 2024Q4: 115,523 shares; 2025Q1: 115,023 shares; 2025Q2: 123,129 shares; 2025Q3: 123,178 shares; 2025Q4: 124,151 shares; 2026Q1: 124,625 shares; 2026Q2: 125,618 shares 125,618 $10.3M 4.48% +993 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: 14,702 shares; 2024Q4: 32,544 shares; 2025Q1: 61,232 shares; 2025Q2: 73,592 shares; 2025Q3: 86,438 shares; 2025Q4: 96,472 shares; 2026Q1: 105,034 shares; 2026Q2: 115,961 shares 115,961 $7.83M 3.39% +10,927 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,912 shares; 2024Q4: 74,256 shares; 2025Q1: 76,964 shares; 2025Q2: 83,636 shares; 2025Q3: 88,596 shares; 2025Q4: 90,525 shares; 2026Q1: 90,550 shares; 2026Q2: 92,245 shares 92,245 $7.64M 3.31% +1,695 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,223 shares; 2024Q4: 151,603 shares; 2025Q1: 151,076 shares; 2025Q2: 150,923 shares; 2025Q3: 143,825 shares; 2025Q4: 141,869 shares; 2026Q1: 138,441 shares; 2026Q2: 137,923 shares 137,923 $7.59M 3.29% -518 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,166 shares; 2024Q4: 55,301 shares; 2025Q1: 58,604 shares; 2025Q2: 60,500 shares; 2025Q3: 65,266 shares; 2025Q4: 71,318 shares; 2026Q1: 73,653 shares; 2026Q2: 81,818 shares 81,818 $7.54M 3.27% +8,165 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,413 shares; 2024Q4: 174,274 shares; 2025Q1: 187,591 shares; 2025Q2: 200,021 shares; 2025Q3: 218,631 shares; 2025Q4: 240,300 shares; 2026Q1: 245,733 shares; 2026Q2: 272,041 shares 272,041 $7.21M 3.13% +26,308 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,856 shares; 2024Q4: 45,766 shares; 2025Q1: 48,823 shares; 2025Q2: 50,293 shares; 2025Q3: 55,175 shares; 2025Q4: 62,645 shares; 2026Q1: 66,815 shares; 2026Q2: 74,416 shares 74,416 $7.11M 3.08% +7,601 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,377 shares; 2024Q4: 157,280 shares; 2025Q1: 110,315 shares; 2025Q2: 145,888 shares; 2025Q3: 139,497 shares; 2025Q4: 154,057 shares; 2026Q1: 158,181 shares; 2026Q2: 145,036 shares 145,036 $6.64M 2.88% -13,145 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,858 shares; 2024Q4: 51,276 shares; 2025Q1: 47,221 shares; 2025Q2: 47,236 shares; 2025Q3: 49,639 shares; 2025Q4: 53,065 shares; 2026Q1: 54,104 shares; 2026Q2: 55,886 shares 55,886 $5.71M 2.48% +1,782 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,865 shares; 2024Q4: 120,946 shares; 2025Q1: 117,373 shares; 2025Q2: 105,133 shares; 2025Q3: 103,028 shares; 2025Q4: 103,478 shares; 2026Q1: 104,792 shares; 2026Q2: 104,256 shares 104,256 $4.56M 1.98% -536 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,907 shares; 2024Q4: 101,974 shares; 2025Q1: 83,868 shares; 2025Q2: 95,192 shares; 2025Q3: 90,471 shares; 2025Q4: 97,107 shares; 2026Q1: 94,839 shares; 2026Q2: 75,773 shares 75,773 $3.83M 1.66% -19,066 Timeline SLYG 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: 33,612 shares; 2024Q4: 33,838 shares; 2025Q1: 33,276 shares; 2025Q2: 32,253 shares; 2025Q3: 31,314 shares; 2025Q4: 31,153 shares; 2026Q1: 30,848 shares; 2026Q2: 29,898 shares 29,898 $3.56M 1.54% -950 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: 13,293 shares; 2024Q4: 12,904 shares; 2025Q1: 12,998 shares; 2025Q2: 12,985 shares; 2025Q3: 12,424 shares; 2025Q4: 12,406 shares; 2026Q1: 12,385 shares; 2026Q2: 12,261 shares 12,261 $3.55M 1.54% -124 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,791 shares; 2024Q4: 73,660 shares; 2025Q1: 96,250 shares; 2025Q2: 60,793 shares; 2025Q3: 60,377 shares; 2025Q4: 62,275 shares; 2026Q1: 63,378 shares; 2026Q2: 51,400 shares 51,400 $2.7M 1.17% -11,978 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,396 shares; 2024Q4: 118,918 shares; 2025Q1: 119,086 shares; 2025Q2: 99,566 shares; 2025Q3: 101,090 shares; 2025Q4: 104,814 shares; 2026Q1: 96,965 shares; 2026Q2: 99,348 shares 99,348 $2.6M 1.13% +2,383 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,705 shares; 2024Q4: 35,677 shares; 2025Q1: 35,290 shares; 2025Q2: 31,669 shares; 2025Q3: 30,934 shares; 2025Q4: 31,308 shares; 2026Q1: 31,869 shares; 2026Q2: 31,155 shares 31,155 $2.31M 1% -714 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: 4,977 shares; 2024Q4: 4,936 shares; 2025Q1: 5,099 shares; 2025Q2: 5,072 shares; 2025Q3: 5,215 shares; 2025Q4: 5,197 shares; 2026Q1: 4,980 shares; 2026Q2: 5,687 shares 5,687 $2.12M 0.92% +707 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,306 shares; 2024Q4: 48,196 shares; 2025Q1: 47,959 shares; 2025Q2: 47,996 shares; 2025Q3: 49,838 shares; 2025Q4: 50,013 shares; 2026Q1: 50,756 shares; 2026Q2: 51,306 shares 51,306 $2.12M 0.92% +550 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,154 shares; 2024Q4: 32,918 shares; 2025Q1: 31,335 shares; 2025Q2: 29,797 shares; 2025Q3: 29,498 shares; 2025Q4: 29,875 shares; 2026Q1: 30,219 shares; 2026Q2: 29,461 shares 29,461 $1.96M 0.85% -758 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,542 shares; 2024Q4: 28,321 shares; 2025Q1: 27,657 shares; 2025Q2: 27,208 shares; 2025Q3: 27,232 shares; 2025Q4: 26,925 shares; 2026Q1: 26,819 shares; 2026Q2: 26,624 shares 26,624 $1.86M 0.81% -195 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: 1,597 shares; 2024Q4: 1,476 shares; 2025Q1: 1,473 shares; 2025Q2: 1,469 shares; 2025Q3: 1,470 shares; 2025Q4: 1,472 shares; 2026Q1: 1,472 shares; 2026Q2: 1,472 shares 1,472 $1.77M 0.77% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,432 shares; 2024Q4: 1,433 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,435 shares; 2025Q4: 1,436 shares; 2026Q1: 1,306 shares; 2026Q2: 1,315 shares 1,315 $1.4M 0.61% +9 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 2,483 shares; 2025Q1: 2,503 shares; 2025Q2: 2,503 shares; 2025Q3: 2,503 shares; 2025Q4: 2,508 shares; 2026Q1: 2,508 shares; 2026Q2: 2,503 shares 2,503 $1.25M 0.54% -5 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,451 shares; 2024Q4: 32,670 shares; 2025Q1: 32,089 shares; 2025Q2: 30,060 shares; 2025Q3: 27,482 shares; 2025Q4: 27,496 shares; 2026Q1: 27,497 shares; 2026Q2: 28,444 shares 28,444 $1.14M 0.49% +947 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: 4,357 shares; 2024Q4: 4,457 shares; 2025Q1: 4,757 shares; 2025Q2: 4,882 shares; 2025Q3: 5,953 shares; 2025Q4: 5,803 shares; 2026Q1: 5,518 shares; 2026Q2: 5,451 shares 5,451 $1.09M 0.47% -67 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,042 shares; 2024Q4: 27,779 shares; 2025Q1: 26,671 shares; 2025Q2: 26,399 shares; 2025Q3: 27,180 shares; 2025Q4: 27,236 shares; 2026Q1: 27,241 shares; 2026Q2: 27,028 shares 27,028 $1.09M 0.47% -213 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,923 shares; 2024Q4: 11,923 shares; 2025Q1: 11,923 shares; 2025Q2: 11,923 shares; 2025Q3: 11,923 shares; 2025Q4: 11,923 shares; 2026Q1: 11,923 shares; 2026Q2: 11,923 shares 11,923 $1.07M 0.47% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,156 shares; 2024Q4: 24,672 shares; 2025Q1: 23,880 shares; 2025Q2: 23,921 shares; 2025Q3: 23,987 shares; 2025Q4: 23,965 shares; 2026Q1: 23,977 shares; 2026Q2: 23,967 shares 23,967 $1.06M 0.46% -10 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: 4,575 shares; 2024Q4: 4,538 shares; 2025Q1: 4,542 shares; 2025Q2: 4,584 shares; 2025Q3: 4,588 shares; 2025Q4: 4,599 shares; 2026Q1: 4,603 shares; 2026Q2: 8,510 shares 8,510 $964K 0.42% +3,907 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: 3,952 shares; 2024Q4: 3,367 shares; 2025Q1: 3,303 shares; 2025Q2: 3,353 shares; 2025Q3: 3,560 shares; 2025Q4: 3,560 shares; 2026Q1: 3,370 shares; 2026Q2: 3,461 shares 3,461 $825K 0.36% +91 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,632 shares; 2024Q4: 20,131 shares; 2025Q1: 20,188 shares; 2025Q2: 20,282 shares; 2025Q3: 19,781 shares; 2025Q4: 19,542 shares; 2026Q1: 17,911 shares; 2026Q2: 17,813 shares 17,813 $691K 0.3% -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: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,212 shares; 2025Q4: 2,212 shares; 2026Q1: 2,212 shares; 2026Q2: 2,212 shares 2,212 $602K 0.26% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,389 shares; 2024Q4: 2,398 shares; 2025Q1: 2,402 shares; 2025Q2: 2,407 shares; 2025Q3: 2,327 shares; 2025Q4: 2,048 shares; 2026Q1: 2,054 shares; 2026Q2: 2,060 shares 2,060 $547K 0.24% +6 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,689 shares; 2024Q4: 9,800 shares; 2025Q1: 9,816 shares; 2025Q2: 9,741 shares; 2025Q3: 9,630 shares; 2025Q4: 9,265 shares; 2026Q1: 9,186 shares; 2026Q2: 8,802 shares 8,802 $477K 0.21% -384 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: 669 shares; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 744 shares 744 $432K 0.19% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,695 shares; 2024Q4: 9,787 shares; 2025Q1: 7,069 shares; 2025Q2: 7,122 shares; 2025Q3: 5,390 shares; 2025Q4: 5,419 shares; 2026Q1: 5,444 shares; 2026Q2: 5,425 shares 5,425 $388K 0.17% -19 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: 901 shares; 2024Q4: 902 shares; 2025Q1: 1,031 shares; 2025Q2: 1,032 shares; 2025Q3: 1,033 shares; 2025Q4: 1,045 shares; 2026Q1: 1,046 shares; 2026Q2: 1,046 shares 1,046 $370K 0.16% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,017 shares; 2024Q4: 3,017 shares; 2025Q1: 3,017 shares; 2025Q2: 3,017 shares; 2025Q3: 3,017 shares; 2025Q4: 3,017 shares; 2026Q1: 3,017 shares; 2026Q2: 3,017 shares 3,017 $360K 0.16% 0 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: 376 shares; 2024Q4: 377 shares; 2025Q1: 378 shares; 2025Q2: 443 shares; 2025Q3: 543 shares; 2025Q4: 480 shares; 2026Q1: 437 shares; 2026Q2: 441 shares 441 $330K 0.14% +4 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,675 shares; 2024Q4: 2,269 shares; 2025Q1: 2,261 shares; 2025Q2: 2,262 shares; 2025Q3: 2,283 shares; 2025Q4: 2,165 shares; 2026Q1: 2,116 shares; 2026Q2: 2,064 shares 2,064 $322K 0.14% -52 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,736 shares; 2024Q4: 10,563 shares; 2025Q1: 10,969 shares; 2025Q2: 10,908 shares; 2025Q3: 11,542 shares; 2025Q4: 10,686 shares; 2026Q1: 13,101 shares; 2026Q2: 13,244 shares 13,244 $319K 0.14% +143 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: 4,322 shares; 2024Q4: 4,065 shares; 2025Q1: 4,064 shares; 2025Q2: 4,073 shares; 2025Q3: 4,066 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 3,877 shares 3,877 $315K 0.14% -23 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,725 shares; 2024Q4: 4,518 shares; 2025Q1: 4,570 shares; 2025Q2: 4,445 shares; 2025Q3: 4,392 shares; 2025Q4: 4,380 shares; 2026Q1: 4,447 shares; 2026Q2: 3,893 shares 3,893 $315K 0.14% -554 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: 441 shares; 2024Q4: 440 shares; 2025Q1: 422 shares; 2025Q2: 421 shares; 2025Q3: 422 shares; 2025Q4: 420 shares; 2026Q1: 421 shares; 2026Q2: 418 shares 418 $313K 0.14% -3 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,927 shares; 2024Q4: 9,950 shares; 2025Q1: 6,382 shares; 2025Q2: 6,410 shares; 2025Q3: 6,436 shares; 2025Q4: 6,463 shares; 2026Q1: 6,489 shares; 2026Q2: 6,513 shares 6,513 $313K 0.14% +24 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,987 shares; 2024Q4: 4,230 shares; 2025Q1: 4,151 shares; 2025Q2: 4,075 shares; 2025Q3: 4,074 shares; 2025Q4: 3,816 shares; 2026Q1: 3,762 shares; 2026Q2: 3,726 shares 3,726 $308K 0.13% -36 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: 414 shares; 2024Q4: 917 shares; 2025Q1: 1,199 shares; 2025Q2: 2,031 shares; 2025Q3: 2,058 shares; 2025Q4: 2,080 shares; 2026Q1: 2,149 shares; 2026Q2: 2,176 shares 2,176 $299K 0.13% +27 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,625 shares; 2024Q4: 5,653 shares; 2025Q1: 5,653 shares; 2025Q2: 5,662 shares; 2025Q3: 5,672 shares; 2025Q4: 5,696 shares; 2026Q1: 5,696 shares; 2026Q2: 5,704 shares 5,704 $281K 0.12% +8 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: 633 shares; 2024Q4: 609 shares; 2025Q1: 746 shares; 2025Q2: 769 shares; 2025Q3: 783 shares; 2025Q4: 792 shares; 2026Q1: 892 shares; 2026Q2: 661 shares 661 $278K 0.12% -231 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,649 shares 8,649 $274K 0.12% new Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP 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: 3,583 shares 3,583 $274K 0.12% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 1,282 shares; 2025Q1: 2,300 shares; 2025Q2: 1,972 shares; 2025Q3: 1,545 shares; 2025Q4: 2,694 shares; 2026Q1: 1,670 shares; 2026Q2: 1,613 shares 1,613 $273K 0.12% -57 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: 766 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 701 shares; 2025Q3: 724 shares; 2025Q4: 686 shares; 2026Q1: 689 shares; 2026Q2: 689 shares 689 $249K 0.11% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,256 shares; 2024Q4: 2,015 shares; 2025Q1: 2,027 shares; 2025Q2: 2,026 shares; 2025Q3: 2,022 shares; 2025Q4: 1,987 shares; 2026Q1: 1,963 shares; 2026Q2: 1,968 shares 1,968 $249K 0.11% +5 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 1,224 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 2,089 shares; 2025Q4: 2,165 shares; 2026Q1: 2,165 shares; 2026Q2: 2,165 shares 2,165 $245K 0.11% 0 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: 163 shares; 2024Q4: 357 shares; 2025Q1: 469 shares; 2025Q2: 929 shares; 2025Q3: not reported; 2025Q4: 975 shares; 2026Q1: 995 shares; 2026Q2: 1,076 shares 1,076 $244K 0.11% +81 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,164 shares; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,164 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,164 shares 1,164 $241K 0.1% new 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: 3,306 shares; 2024Q4: 2,718 shares; 2025Q1: 2,712 shares; 2025Q2: 2,709 shares; 2025Q3: 2,710 shares; 2025Q4: 2,716 shares; 2026Q1: 2,716 shares; 2026Q2: 2,716 shares 2,716 $238K 0.1% 0 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: 2,989 shares; 2024Q4: 2,972 shares; 2025Q1: 2,972 shares; 2025Q2: 2,983 shares; 2025Q3: 3,243 shares; 2025Q4: 3,289 shares; 2026Q1: 3,417 shares; 2026Q2: 3,413 shares 3,413 $237K 0.1% -4 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 890 shares; 2025Q1: 880 shares; 2025Q2: 874 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $237K 0.1% 0 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: 5,686 shares; 2024Q4: 5,441 shares; 2025Q1: 5,560 shares; 2025Q2: 5,454 shares; 2025Q3: 5,536 shares; 2025Q4: 5,314 shares; 2026Q1: 5,528 shares; 2026Q2: 5,351 shares 5,351 $227K 0.1% -177 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: 1,292 shares; 2024Q4: 811 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 871 shares; 2026Q2: 873 shares 873 $222K 0.1% +2 Timeline DGRO 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: 2,768 shares 2,768 $210K 0.09% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777 shares; 2024Q4: 699 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 706 shares; 2026Q2: 708 shares 708 $208K 0.09% +2 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 703 shares; 2024Q4: 1,905 shares; 2025Q1: 2,249 shares; 2025Q2: 3,862 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,101 shares 4,101 $207K 0.09% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,968 shares; 2024Q4: 2,454 shares; 2025Q1: 2,735 shares; 2025Q2: 2,721 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,880 shares; 2026Q2: 2,692 shares 2,692 $200K 0.09% -188 Timeline