SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900,621 shares; 2024Q4: 5,898,795 shares; 2025Q1: 5,411,514 shares; 2025Q2: 5,587,068 shares; 2025Q3: 5,946,824 shares; 2025Q4: 6,215,188 shares; 2026Q1: 6,414,972 shares; 2026Q2: 6,601,917 shares 6,601,917 $153M 8.52% +186,945 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: 177,307 shares; 2024Q4: 169,295 shares; 2025Q1: 168,646 shares; 2025Q2: 188,776 shares; 2025Q3: 189,605 shares; 2025Q4: 187,611 shares; 2026Q1: 211,081 shares; 2026Q2: 194,540 shares 194,540 $134M 7.45% -16,541 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: 1,200,847 shares; 2024Q4: 3,560,063 shares; 2025Q1: 3,942,548 shares; 2025Q2: 3,895,745 shares; 2025Q3: 4,164,209 shares; 2025Q4: 4,214,954 shares; 2026Q1: 4,160,348 shares; 2026Q2: 4,238,294 shares 4,238,294 $125M 6.96% +77,946 Timeline FNDX 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: 898,580 shares; 2024Q4: 2,708,289 shares; 2025Q1: 2,775,995 shares; 2025Q2: 2,866,593 shares; 2025Q3: 3,052,058 shares; 2025Q4: 3,109,768 shares; 2026Q1: 3,218,779 shares; 2026Q2: 3,606,725 shares 3,606,725 $112M 6.26% +387,946 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: 1,542,684 shares; 2024Q4: 3,453,745 shares; 2025Q1: 3,504,691 shares; 2025Q2: 3,214,073 shares; 2025Q3: 3,421,576 shares; 2025Q4: 3,507,462 shares; 2026Q1: 3,481,790 shares; 2026Q2: 3,879,207 shares 3,879,207 $107M 5.99% +397,417 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: 354,585 shares; 2024Q4: 1,378,549 shares; 2025Q1: 1,678,384 shares; 2025Q2: 1,614,097 shares; 2025Q3: 1,722,369 shares; 2025Q4: 1,753,222 shares; 2026Q1: 1,924,903 shares; 2026Q2: 2,310,654 shares 2,310,654 $78.2M 4.36% +385,751 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: 886,861 shares; 2024Q4: 997,195 shares; 2025Q1: 961,151 shares; 2025Q2: 1,066,471 shares; 2025Q3: 1,099,255 shares; 2025Q4: 1,079,970 shares; 2026Q1: 1,032,535 shares; 2026Q2: 979,852 shares 979,852 $69.8M 3.89% -52,683 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: 679,624 shares; 2024Q4: 703,155 shares; 2025Q1: 671,121 shares; 2025Q2: 672,520 shares; 2025Q3: 697,732 shares; 2025Q4: 694,484 shares; 2026Q1: 705,761 shares; 2026Q2: 699,226 shares 699,226 $69.2M 3.86% -6,535 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525,239 shares; 2024Q4: 557,903 shares; 2025Q1: 611,983 shares; 2025Q2: 610,498 shares; 2025Q3: 642,699 shares; 2025Q4: 668,273 shares; 2026Q1: 692,044 shares; 2026Q2: 1,651,919 shares 1,651,919 $59.9M 3.34% +959,875 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890,190 shares; 2024Q4: 969,179 shares; 2025Q1: 1,004,643 shares; 2025Q2: 970,867 shares; 2025Q3: 1,032,367 shares; 2025Q4: 1,045,570 shares; 2026Q1: 1,029,589 shares; 2026Q2: 1,021,787 shares 1,021,787 $53.9M 3.01% -7,802 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,352 shares; 2024Q4: 281,011 shares; 2025Q1: 485,157 shares; 2025Q2: 486,791 shares; 2025Q3: 479,802 shares; 2025Q4: 502,274 shares; 2026Q1: 580,915 shares; 2026Q2: 656,583 shares 656,583 $48.2M 2.69% +75,668 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,970 shares; 2024Q4: 232,863 shares; 2025Q1: 235,695 shares; 2025Q2: 250,337 shares; 2025Q3: 250,547 shares; 2025Q4: 244,347 shares; 2026Q1: 281,945 shares; 2026Q2: 254,306 shares 254,306 $47.8M 2.67% -27,639 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023,299 shares; 2024Q4: 1,083,343 shares; 2025Q1: 1,212,900 shares; 2025Q2: 1,196,513 shares; 2025Q3: 1,276,521 shares; 2025Q4: 1,360,354 shares; 2026Q1: 1,499,321 shares; 2026Q2: 1,498,729 shares 1,498,729 $35.5M 1.98% -592 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,592 shares; 2024Q4: 670,493 shares; 2025Q1: 687,855 shares; 2025Q2: 697,105 shares; 2025Q3: 746,017 shares; 2025Q4: 782,784 shares; 2026Q1: 817,522 shares; 2026Q2: 869,300 shares 869,300 $31.4M 1.75% +51,778 Timeline PRF 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: 502,724 shares; 2024Q4: 514,574 shares; 2025Q1: 548,813 shares; 2025Q2: 659,459 shares; 2025Q3: 655,599 shares; 2025Q4: 649,380 shares; 2026Q1: 637,458 shares; 2026Q2: 577,465 shares 577,465 $31.2M 1.74% -59,993 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,947 shares; 2024Q4: 345,765 shares; 2025Q1: 369,495 shares; 2025Q2: 377,943 shares; 2025Q3: 404,711 shares; 2025Q4: 422,413 shares; 2026Q1: 438,325 shares; 2026Q2: 619,205 shares 619,205 $29.8M 1.66% +180,880 Timeline SCHO 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: 390,649 shares; 2024Q4: 835,096 shares; 2025Q1: 820,014 shares; 2025Q2: 932,766 shares; 2025Q3: 1,002,705 shares; 2025Q4: 1,037,219 shares; 2026Q1: 1,101,683 shares; 2026Q2: 1,139,286 shares 1,139,286 $27.5M 1.53% +37,603 Timeline SCMB 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: 274,741 shares; 2024Q4: 815,340 shares; 2025Q1: 528,439 shares; 2025Q2: 733,104 shares; 2025Q3: 802,133 shares; 2025Q4: 916,075 shares; 2026Q1: 949,511 shares; 2026Q2: 1,055,202 shares 1,055,202 $27.2M 1.52% +105,691 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: 23,501 shares; 2024Q4: 23,692 shares; 2025Q1: 17,322 shares; 2025Q2: 21,535 shares; 2025Q3: 23,605 shares; 2025Q4: 124,745 shares; 2026Q1: 140,609 shares; 2026Q2: 134,175 shares 134,175 $26.8M 1.5% -6,434 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: 41,459 shares; 2024Q4: 38,723 shares; 2025Q1: 39,480 shares; 2025Q2: 40,890 shares; 2025Q3: 40,683 shares; 2025Q4: 38,589 shares; 2026Q1: 35,928 shares; 2026Q2: 34,973 shares 34,973 $26.2M 1.46% -955 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: 390,734 shares; 2024Q4: 400,826 shares; 2025Q1: 401,248 shares; 2025Q2: 426,521 shares; 2025Q3: 425,024 shares; 2025Q4: 418,341 shares; 2026Q1: 411,038 shares; 2026Q2: 392,426 shares 392,426 $26.1M 1.45% -18,612 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,653 shares; 2024Q4: 382,505 shares; 2025Q1: 341,151 shares; 2025Q2: 378,017 shares; 2025Q3: 374,907 shares; 2025Q4: 361,453 shares; 2026Q1: 333,037 shares; 2026Q2: 326,302 shares 326,302 $24.7M 1.38% -6,735 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: 60,339 shares; 2024Q4: 57,928 shares; 2025Q1: 62,944 shares; 2025Q2: 77,185 shares; 2025Q3: 77,383 shares; 2025Q4: 76,433 shares; 2026Q1: 76,578 shares; 2026Q2: 73,151 shares 73,151 $22.2M 1.24% -3,427 Timeline VGSH 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: 384,186 shares; 2024Q4: 388,765 shares; 2025Q1: 380,094 shares; 2025Q2: 375,608 shares; 2025Q3: 381,585 shares; 2025Q4: 377,646 shares; 2026Q1: 359,691 shares; 2026Q2: 357,258 shares 357,258 $20.8M 1.16% -2,433 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: 104,548 shares; 2024Q4: 57,502 shares; 2025Q1: 138,663 shares; 2025Q2: 170,253 shares; 2025Q3: 180,598 shares; 2025Q4: 180,497 shares; 2026Q1: 172,549 shares; 2026Q2: 175,484 shares 175,484 $18.9M 1.05% +2,935 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: 22,971 shares; 2024Q4: 25,981 shares; 2025Q1: 30,681 shares; 2025Q2: 32,630 shares; 2025Q3: 27,723 shares; 2025Q4: 27,950 shares; 2026Q1: 24,799 shares; 2026Q2: 122,223 shares 122,223 $16.7M 0.93% +97,424 Timeline FNDA 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: 182,504 shares; 2024Q4: 371,191 shares; 2025Q1: 389,817 shares; 2025Q2: 351,714 shares; 2025Q3: 384,516 shares; 2025Q4: 403,256 shares; 2026Q1: 424,509 shares; 2026Q2: 431,168 shares 431,168 $16.4M 0.92% +6,659 Timeline FNDE 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: 331,356 shares; 2024Q4: 342,892 shares; 2025Q1: 365,052 shares; 2025Q2: 365,643 shares; 2025Q3: 386,894 shares; 2025Q4: 400,759 shares; 2026Q1: 411,420 shares; 2026Q2: 409,608 shares 409,608 $16.3M 0.91% -1,812 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: 28,333 shares; 2024Q4: 31,616 shares; 2025Q1: 25,303 shares; 2025Q2: 31,718 shares; 2025Q3: 53,060 shares; 2025Q4: 53,418 shares; 2026Q1: 51,616 shares; 2026Q2: 54,258 shares 54,258 $15.7M 0.88% +2,642 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: 169,712 shares; 2024Q4: 158,520 shares; 2025Q1: 171,753 shares; 2025Q2: 182,524 shares; 2025Q3: 183,795 shares; 2025Q4: 181,580 shares; 2026Q1: 186,864 shares; 2026Q2: 252,490 shares 252,490 $15.1M 0.84% +65,626 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: 111,684 shares; 2024Q4: 344,670 shares; 2025Q1: 357,246 shares; 2025Q2: 402,732 shares; 2025Q3: 403,723 shares; 2025Q4: 393,610 shares; 2026Q1: 460,643 shares; 2026Q2: 458,590 shares 458,590 $14.5M 0.81% -2,053 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,973 shares; 2024Q4: 125,345 shares; 2025Q1: 132,581 shares; 2025Q2: 384,155 shares; 2025Q3: 420,880 shares; 2025Q4: 434,937 shares; 2026Q1: 505,447 shares; 2026Q2: 509,261 shares 509,261 $13.3M 0.74% +3,814 Timeline SCHI 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: 245,380 shares; 2024Q4: 442,304 shares; 2025Q1: 447,004 shares; 2025Q2: 430,440 shares; 2025Q3: 467,551 shares; 2025Q4: 476,030 shares; 2026Q1: 511,344 shares; 2026Q2: 520,480 shares 520,480 $11.8M 0.66% +9,136 Timeline FNDC 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: 181,126 shares; 2024Q4: 192,578 shares; 2025Q1: 202,993 shares; 2025Q2: 197,560 shares; 2025Q3: 210,204 shares; 2025Q4: 217,016 shares; 2026Q1: 228,411 shares; 2026Q2: 228,891 shares 228,891 $11.1M 0.62% +480 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: 24,913 shares; 2024Q4: 29,521 shares; 2025Q1: 26,667 shares; 2025Q2: 27,191 shares; 2025Q3: 31,454 shares; 2025Q4: 31,317 shares; 2026Q1: 30,232 shares; 2026Q2: 32,921 shares 32,921 $10.8M 0.6% +2,689 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,437 shares; 2024Q4: 115,587 shares; 2025Q1: 115,058 shares; 2025Q2: 117,092 shares; 2025Q3: 119,391 shares; 2025Q4: 118,742 shares; 2026Q1: 118,891 shares; 2026Q2: 113,154 shares 113,154 $9.31M 0.52% -5,737 Timeline SCHY 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: 179,533 shares; 2024Q4: 190,106 shares; 2025Q1: 220,506 shares; 2025Q2: 289,111 shares; 2025Q3: 294,245 shares; 2025Q4: 291,994 shares; 2026Q1: 284,266 shares; 2026Q2: 281,092 shares 281,092 $8.92M 0.5% -3,174 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: 25,090 shares; 2024Q4: 26,810 shares; 2025Q1: 25,979 shares; 2025Q2: 26,138 shares; 2025Q3: 26,513 shares; 2025Q4: 24,419 shares; 2026Q1: 21,780 shares; 2026Q2: 21,780 shares 21,780 $8.23M 0.46% 0 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: 21,315 shares; 2024Q4: 21,603 shares; 2025Q1: 18,955 shares; 2025Q2: 16,603 shares; 2025Q3: 32,105 shares; 2025Q4: 33,014 shares; 2026Q1: 31,669 shares; 2026Q2: 31,692 shares 31,692 $7.97M 0.44% +23 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: 18,686 shares; 2024Q4: 20,087 shares; 2025Q1: 18,137 shares; 2025Q2: 20,003 shares; 2025Q3: 21,808 shares; 2025Q4: 23,236 shares; 2026Q1: 20,659 shares; 2026Q2: 20,852 shares 20,852 $7.78M 0.43% +193 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,577 shares; 2024Q4: 198,284 shares; 2025Q1: 189,766 shares; 2025Q2: 229,188 shares; 2025Q3: 244,237 shares; 2025Q4: 251,934 shares; 2026Q1: 272,664 shares; 2026Q2: 272,663 shares 272,663 $7.23M 0.4% -1 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,964 shares; 2024Q4: 82,191 shares; 2025Q1: 83,362 shares; 2025Q2: 81,235 shares; 2025Q3: 79,394 shares; 2025Q4: 76,546 shares; 2026Q1: 65,874 shares; 2026Q2: 64,578 shares 64,578 $7.07M 0.39% -1,296 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: 2,227 shares; 2024Q4: 1,867 shares; 2025Q1: 1,976 shares; 2025Q2: 4,227 shares; 2025Q3: 5,222 shares; 2025Q4: 4,906 shares; 2026Q1: 4,943 shares; 2026Q2: 9,175 shares 9,175 $6.76M 0.38% +4,232 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: 6,927 shares; 2024Q4: 5,946 shares; 2025Q1: 3,336 shares; 2025Q2: 2,966 shares; 2025Q3: 15,854 shares; 2025Q4: 14,190 shares; 2026Q1: 19,043 shares; 2026Q2: 17,950 shares 17,950 $6.41M 0.36% -1,093 Timeline PRFZ 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: 71,995 shares; 2024Q4: 69,935 shares; 2025Q1: 71,872 shares; 2025Q2: 120,064 shares; 2025Q3: 117,511 shares; 2025Q4: 116,443 shares; 2026Q1: 115,971 shares; 2026Q2: 109,278 shares 109,278 $6.09M 0.34% -6,693 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: 96,938 shares; 2024Q4: 98,551 shares; 2025Q1: 90,022 shares; 2025Q2: 85,641 shares; 2025Q3: 79,358 shares; 2025Q4: 70,855 shares; 2026Q1: 61,649 shares; 2026Q2: 60,248 shares 60,248 $5.82M 0.32% -1,401 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,041 shares; 2024Q4: 3,269 shares; 2025Q1: 3,528 shares; 2025Q2: 3,803 shares; 2025Q3: 4,545 shares; 2025Q4: 4,034 shares; 2026Q1: 2,956 shares; 2026Q2: 7,653 shares 7,653 $5.72M 0.32% +4,697 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: 4,280 shares; 2024Q4: 5,259 shares; 2025Q1: 5,351 shares; 2025Q2: 7,351 shares; 2025Q3: 19,479 shares; 2025Q4: 17,000 shares; 2026Q1: 15,471 shares; 2026Q2: 15,154 shares 15,154 $5.35M 0.3% -317 Timeline SDY 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: 14,234 shares; 2024Q4: 19,020 shares; 2025Q1: 27,276 shares; 2025Q2: 22,734 shares; 2025Q3: 29,898 shares; 2025Q4: 29,980 shares; 2026Q1: 30,135 shares; 2026Q2: 28,048 shares 28,048 $4.27M 0.24% -2,087 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: 5,301 shares; 2024Q4: 5,284 shares; 2025Q1: 4,994 shares; 2025Q2: 6,026 shares; 2025Q3: 6,106 shares; 2025Q4: 5,515 shares; 2026Q1: 3,902 shares; 2026Q2: 3,989 shares 3,989 $4.25M 0.24% +87 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: 30,541 shares; 2024Q4: 32,947 shares; 2025Q1: 43,540 shares; 2025Q2: 29,346 shares; 2025Q3: 32,834 shares; 2025Q4: 33,758 shares; 2026Q1: 34,315 shares; 2026Q2: 38,157 shares 38,157 $4.06M 0.23% +3,842 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: 7,362 shares; 2024Q4: 7,853 shares; 2025Q1: 5,968 shares; 2025Q2: 13,476 shares; 2025Q3: 13,286 shares; 2025Q4: 13,286 shares; 2026Q1: 12,286 shares; 2026Q2: 50,236 shares 50,236 $4.05M 0.23% +37,950 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: 14,915 shares; 2024Q4: 14,900 shares; 2025Q1: 15,182 shares; 2025Q2: 15,182 shares; 2025Q3: 15,791 shares; 2025Q4: 16,125 shares; 2026Q1: 13,419 shares; 2026Q2: 15,446 shares 15,446 $3.92M 0.22% +2,027 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: 6,336 shares; 2024Q4: 6,437 shares; 2025Q1: 6,336 shares; 2025Q2: 6,336 shares; 2025Q3: 6,336 shares; 2025Q4: 6,300 shares; 2026Q1: 6,155 shares; 2026Q2: 6,145 shares 6,145 $3.9M 0.22% -10 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,593 shares; 2024Q4: 24,890 shares; 2025Q1: 31,873 shares; 2025Q2: 97,813 shares; 2025Q3: 97,511 shares; 2025Q4: 96,862 shares; 2026Q1: 91,036 shares; 2026Q2: 89,909 shares 89,909 $3.33M 0.19% -1,127 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,956 shares; 2024Q4: 133,720 shares; 2025Q1: 113,238 shares; 2025Q2: 244,667 shares; 2025Q3: 244,161 shares; 2025Q4: 241,023 shares; 2026Q1: 307,169 shares; 2026Q2: 307,033 shares 307,033 $3.33M 0.19% -136 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: 19,933 shares; 2024Q4: 18,931 shares; 2025Q1: 21,009 shares; 2025Q2: 21,526 shares; 2025Q3: 21,549 shares; 2025Q4: 22,073 shares; 2026Q1: 19,577 shares; 2026Q2: 19,977 shares 19,977 $3.31M 0.18% +400 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: 3,711 shares; 2024Q4: 3,644 shares; 2025Q1: 2,542 shares; 2025Q2: 2,565 shares; 2025Q3: 2,644 shares; 2025Q4: 2,666 shares; 2026Q1: 2,466 shares; 2026Q2: 18,170 shares 18,170 $3.29M 0.18% +15,704 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,521 shares; 2024Q4: 34,526 shares; 2025Q1: 35,309 shares; 2025Q2: 35,309 shares; 2025Q3: 34,521 shares; 2025Q4: 34,634 shares; 2026Q1: 34,634 shares; 2026Q2: 34,634 shares 34,634 $3.01M 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: 952 shares; 2025Q2: 9,591 shares; 2025Q3: 9,591 shares; 2025Q4: 9,591 shares; 2026Q1: 8,739 shares; 2026Q2: 8,739 shares 8,739 $3.01M 0.17% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,121 shares; 2024Q4: 4,264 shares; 2025Q1: 4,445 shares; 2025Q2: 4,445 shares; 2025Q3: 4,445 shares; 2025Q4: 4,595 shares; 2026Q1: 6,256 shares; 2026Q2: 6,256 shares 6,256 $2.99M 0.17% 0 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: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,701 shares; 2026Q2: 5,701 shares 5,701 $2.98M 0.17% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,536 shares 5,536 $2.89M 0.16% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,397 shares; 2024Q4: 99,807 shares; 2025Q1: 107,267 shares; 2025Q2: 104,503 shares; 2025Q3: 113,834 shares; 2025Q4: 113,667 shares; 2026Q1: 140,255 shares; 2026Q2: 140,348 shares 140,348 $2.86M 0.16% +93 Timeline SCHQ 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: 72,121 shares; 2024Q4: 67,145 shares; 2025Q1: 70,505 shares; 2025Q2: 61,006 shares; 2025Q3: 67,842 shares; 2025Q4: 68,832 shares; 2026Q1: 85,315 shares; 2026Q2: 89,892 shares 89,892 $2.81M 0.16% +4,577 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: 19,432 shares; 2024Q4: 50,529 shares; 2025Q1: 47,125 shares; 2025Q2: 65,938 shares; 2025Q3: 64,986 shares; 2025Q4: 65,003 shares; 2026Q1: 34,574 shares; 2026Q2: 33,095 shares 33,095 $2.74M 0.15% -1,479 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: 18,173 shares; 2024Q4: 19,176 shares; 2025Q1: 20,292 shares; 2025Q2: 20,775 shares; 2025Q3: 22,388 shares; 2025Q4: 24,513 shares; 2026Q1: 22,768 shares; 2026Q2: 23,970 shares 23,970 $2.71M 0.15% +1,202 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: 629 shares; 2024Q4: not reported; 2025Q1: 1,151 shares; 2025Q2: 1,182 shares; 2025Q3: 1,571 shares; 2025Q4: 931 shares; 2026Q1: 959 shares; 2026Q2: 7,464 shares 7,464 $2.7M 0.15% +6,505 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: 15,220 shares; 2024Q4: 16,206 shares; 2025Q1: 13,939 shares; 2025Q2: 14,018 shares; 2025Q3: 29,412 shares; 2025Q4: 29,555 shares; 2026Q1: 28,108 shares; 2026Q2: 28,143 shares 28,143 $2.55M 0.14% +35 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: 66,262 shares; 2024Q4: 65,518 shares; 2025Q1: 65,518 shares; 2025Q2: 65,518 shares; 2025Q3: 67,018 shares; 2025Q4: 65,518 shares; 2026Q1: 65,518 shares; 2026Q2: 65,518 shares 65,518 $2.41M 0.13% 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: 8,249 shares; 2024Q4: 8,189 shares; 2025Q1: 7,904 shares; 2025Q2: 6,256 shares; 2025Q3: 8,760 shares; 2025Q4: 7,349 shares; 2026Q1: 6,081 shares; 2026Q2: 33,081 shares 33,081 $2.38M 0.13% +27,000 Timeline SHM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,391 shares; 2025Q3: 48,391 shares; 2025Q4: 48,395 shares; 2026Q1: 48,393 shares; 2026Q2: 48,394 shares 48,394 $2.32M 0.13% +1 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: 7,799 shares; 2024Q4: 7,981 shares; 2025Q1: 6,611 shares; 2025Q2: 4,437 shares; 2025Q3: 4,555 shares; 2025Q4: 4,335 shares; 2026Q1: 4,155 shares; 2026Q2: 4,372 shares 4,372 $2.25M 0.13% +217 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,447 shares; 2024Q4: 53,021 shares; 2025Q1: 52,743 shares; 2025Q2: 73,323 shares; 2025Q3: 76,993 shares; 2025Q4: 81,300 shares; 2026Q1: 85,956 shares; 2026Q2: 89,774 shares 89,774 $2.21M 0.12% +3,818 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: 226 shares; 2024Q4: 321 shares; 2025Q1: 453 shares; 2025Q2: 498 shares; 2025Q3: 1,252 shares; 2025Q4: 968 shares; 2026Q1: 1,832 shares; 2026Q2: 1,832 shares 1,832 $2.2M 0.12% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,888 shares; 2024Q4: 5,021 shares; 2025Q1: 25,887 shares; 2025Q2: 31,813 shares; 2025Q3: 31,703 shares; 2025Q4: 31,655 shares; 2026Q1: 37,755 shares; 2026Q2: 40,219 shares 40,219 $2.14M 0.12% +2,464 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,584 shares; 2024Q4: 76,171 shares; 2025Q1: 74,279 shares; 2025Q2: 78,742 shares; 2025Q3: 77,514 shares; 2025Q4: 76,004 shares; 2026Q1: 73,639 shares; 2026Q2: 72,375 shares 72,375 $2.02M 0.11% -1,264 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,243 shares; 2024Q4: 8,243 shares; 2025Q1: 8,243 shares; 2025Q2: 8,243 shares; 2025Q3: 8,243 shares; 2025Q4: 8,243 shares; 2026Q1: 8,243 shares; 2026Q2: 8,243 shares 8,243 $1.96M 0.11% 0 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: 14,686 shares; 2024Q4: 11,453 shares; 2025Q1: 8,463 shares; 2025Q2: 8,669 shares; 2025Q3: 9,684 shares; 2025Q4: 7,639 shares; 2026Q1: 8,639 shares; 2026Q2: 8,239 shares 8,239 $1.96M 0.11% -400 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,977 shares; 2025Q1: 1,629 shares; 2025Q2: 3,853 shares; 2025Q3: 3,903 shares; 2025Q4: 3,670 shares; 2026Q1: 3,941 shares; 2026Q2: 3,616 shares 3,616 $1.81M 0.1% -325 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,237 shares; 2024Q4: 64,509 shares; 2025Q1: 78,132 shares; 2025Q2: 30,395 shares; 2025Q3: 41,750 shares; 2025Q4: 44,018 shares; 2026Q1: 53,109 shares; 2026Q2: 57,399 shares 57,399 $1.75M 0.1% +4,290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,100 shares 4,100 $1.51M 0.08% 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: 28,014 shares; 2024Q4: 27,415 shares; 2025Q1: 27,213 shares; 2025Q2: 27,220 shares; 2025Q3: 26,856 shares; 2025Q4: 11,605 shares; 2026Q1: 10,169 shares; 2026Q2: 9,646 shares 9,646 $1.43M 0.08% -523 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,412 shares; 2024Q4: 1,646 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,405 shares; 2025Q4: 1,399 shares; 2026Q1: 1,439 shares; 2026Q2: 1,439 shares 1,439 $1.41M 0.08% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,621 shares; 2025Q2: 32,621 shares; 2025Q3: 29,621 shares; 2025Q4: 29,621 shares; 2026Q1: 26,021 shares; 2026Q2: 26,021 shares 26,021 $1.38M 0.08% 0 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: 6,462 shares; 2024Q4: 6,827 shares; 2025Q1: 6,148 shares; 2025Q2: 4,460 shares; 2025Q3: 5,092 shares; 2025Q4: 4,872 shares; 2026Q1: 4,472 shares; 2026Q2: 3,799 shares 3,799 $1.34M 0.07% -673 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,006 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,008 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $1.33M 0.07% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,251 shares; 2024Q4: 7,723 shares; 2025Q1: 7,723 shares; 2025Q2: 7,723 shares; 2025Q3: 7,807 shares; 2025Q4: 7,615 shares; 2026Q1: 5,906 shares; 2026Q2: 6,211 shares 6,211 $1.3M 0.07% +305 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,660 shares; 2024Q4: 32,115 shares; 2025Q1: 31,712 shares; 2025Q2: 30,654 shares; 2025Q3: 30,313 shares; 2025Q4: 30,274 shares; 2026Q1: 28,870 shares; 2026Q2: 28,050 shares 28,050 $1.26M 0.07% -820 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,725 shares 21,725 $1.26M 0.07% new 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: 5,133 shares; 2024Q4: 5,497 shares; 2025Q1: 6,007 shares; 2025Q2: 6,507 shares; 2025Q3: 8,192 shares; 2025Q4: 7,051 shares; 2026Q1: 4,582 shares; 2026Q2: 10,439 shares 10,439 $1.23M 0.07% +5,857 Timeline SPIP 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: 8,288 shares; 2024Q4: 18,467 shares; 2025Q1: 23,209 shares; 2025Q2: 27,125 shares; 2025Q3: 34,538 shares; 2025Q4: 36,708 shares; 2026Q1: 40,953 shares; 2026Q2: 47,684 shares 47,684 $1.22M 0.07% +6,731 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: 8,163 shares; 2024Q4: 8,868 shares; 2025Q1: 6,991 shares; 2025Q2: 6,817 shares; 2025Q3: 6,919 shares; 2025Q4: 6,817 shares; 2026Q1: 7,036 shares; 2026Q2: 9,017 shares 9,017 $1.22M 0.07% +1,981 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: 8,738 shares 8,738 $1.22M 0.07% new 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: 51,065 shares; 2024Q4: 52,265 shares; 2025Q1: 52,265 shares; 2025Q2: 52,265 shares; 2025Q3: 17,406 shares; 2025Q4: 17,600 shares; 2026Q1: 7,283 shares; 2026Q2: 8,270 shares 8,270 $1.18M 0.07% +987 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: 2,083 shares; 2024Q4: 3,300 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,262 shares; 2025Q4: 4,305 shares; 2026Q1: 4,620 shares; 2026Q2: 4,175 shares 4,175 $1.17M 0.07% -445 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: 883 shares; 2024Q4: 1,364 shares; 2025Q1: 4,944 shares; 2025Q2: 4,952 shares; 2025Q3: 4,652 shares; 2025Q4: 5,652 shares; 2026Q1: 2,675 shares; 2026Q2: 3,037 shares 3,037 $1.12M 0.06% +362 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: 2,625 shares; 2024Q4: 3,632 shares; 2025Q1: 3,357 shares; 2025Q2: 3,357 shares; 2025Q3: 3,356 shares; 2025Q4: 2,312 shares; 2026Q1: 4,401 shares; 2026Q2: 5,789 shares 5,789 $1.1M 0.06% +1,388 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,432 shares; 2025Q3: 5,432 shares; 2025Q4: 5,829 shares; 2026Q1: 5,979 shares; 2026Q2: 5,896 shares 5,896 $1.09M 0.06% -83 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,513 shares; 2024Q4: 15,760 shares; 2025Q1: 13,785 shares; 2025Q2: 9,210 shares; 2025Q3: 9,291 shares; 2025Q4: 9,946 shares; 2026Q1: 6,882 shares; 2026Q2: 7,282 shares 7,282 $1.07M 0.06% +400 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: 10,636 shares; 2024Q4: 11,814 shares; 2025Q1: 8,454 shares; 2025Q2: 8,454 shares; 2025Q3: 8,840 shares; 2025Q4: 8,614 shares; 2026Q1: 7,920 shares; 2026Q2: 8,250 shares 8,250 $1.06M 0.06% +330 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: not reported; 2024Q4: not reported; 2025Q1: 1,604 shares; 2025Q2: 1,729 shares; 2025Q3: 1,789 shares; 2025Q4: 1,634 shares; 2026Q1: not reported; 2026Q2: 5,282 shares 5,282 $1M 0.06% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105 shares; 2024Q4: 1,289 shares; 2025Q1: 731 shares; 2025Q2: 649 shares; 2025Q3: 631 shares; 2025Q4: 441 shares; 2026Q1: 1,718 shares; 2026Q2: 1,751 shares 1,751 $986K 0.06% +33 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: 4,595 shares; 2024Q4: 5,395 shares; 2025Q1: 4,034 shares; 2025Q2: 2,201 shares; 2025Q3: 2,233 shares; 2025Q4: 1,874 shares; 2026Q1: 2,567 shares; 2026Q2: 2,854 shares 2,854 $979K 0.05% +287 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: not reported; 2024Q4: not reported; 2025Q1: 19,311 shares; 2025Q2: 19,311 shares; 2025Q3: 17,211 shares; 2025Q4: 17,211 shares; 2026Q1: 17,211 shares; 2026Q2: 17,211 shares 17,211 $871K 0.05% 0 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES 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: 3,000 shares 3,000 $855K 0.05% 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: 7,449 shares; 2024Q4: 7,619 shares; 2025Q1: 6,979 shares; 2025Q2: 6,669 shares; 2025Q3: 6,669 shares; 2025Q4: 6,593 shares; 2026Q1: 9,390 shares; 2026Q2: 9,693 shares 9,693 $851K 0.05% +303 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,811 shares; 2024Q4: 9,059 shares; 2025Q1: 9,684 shares; 2025Q2: 7,320 shares; 2025Q3: 6,758 shares; 2025Q4: 7,639 shares; 2026Q1: 8,139 shares; 2026Q2: 8,139 shares 8,139 $846K 0.05% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,297 shares; 2024Q4: 10,009 shares; 2025Q1: 11,574 shares; 2025Q2: 11,156 shares; 2025Q3: 12,760 shares; 2025Q4: 12,869 shares; 2026Q1: 16,649 shares; 2026Q2: 16,504 shares 16,504 $835K 0.05% -145 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767 shares; 2024Q4: 2,251 shares; 2025Q1: 1,454 shares; 2025Q2: 1,504 shares; 2025Q3: 1,454 shares; 2025Q4: 1,875 shares; 2026Q1: 2,962 shares; 2026Q2: 2,912 shares 2,912 $787K 0.04% -50 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: 16,622 shares; 2024Q4: 19,637 shares; 2025Q1: 12,127 shares; 2025Q2: 13,127 shares; 2025Q3: 14,204 shares; 2025Q4: 14,167 shares; 2026Q1: 15,965 shares; 2026Q2: 18,010 shares 18,010 $763K 0.04% +2,045 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,738 shares; 2025Q2: 19,738 shares; 2025Q3: 19,737 shares; 2025Q4: 19,423 shares; 2026Q1: 15,977 shares; 2026Q2: 15,977 shares 15,977 $759K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 874 shares; 2025Q3: 758 shares; 2025Q4: not reported; 2026Q1: 1,586 shares; 2026Q2: 1,961 shares 1,961 $733K 0.04% +375 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: 362 shares; 2024Q4: 344 shares; 2025Q1: 583 shares; 2025Q2: 589 shares; 2025Q3: 289 shares; 2025Q4: not reported; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $730K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,257 shares; 2024Q4: 9,445 shares; 2025Q1: 7,161 shares; 2025Q2: 7,161 shares; 2025Q3: 7,361 shares; 2025Q4: 7,064 shares; 2026Q1: 6,824 shares; 2026Q2: 6,864 shares 6,864 $701K 0.04% +40 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: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,294 shares; 2025Q2: 6,785 shares; 2025Q3: 7,043 shares; 2025Q4: 7,136 shares; 2026Q1: 5,784 shares; 2026Q2: 6,526 shares 6,526 $678K 0.04% +742 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 3,101 shares 3,101 $670K 0.04% new 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: 5,601 shares; 2024Q4: 5,601 shares; 2025Q1: 7,201 shares; 2025Q2: 7,201 shares; 2025Q3: 7,201 shares; 2025Q4: 7,155 shares; 2026Q1: 7,218 shares; 2026Q2: 7,223 shares 7,223 $662K 0.04% +5 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $656K 0.04% 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: 9,120 shares; 2024Q4: 7,056 shares; 2025Q1: 6,056 shares; 2025Q2: 6,156 shares; 2025Q3: 6,534 shares; 2025Q4: 7,022 shares; 2026Q1: 6,134 shares; 2026Q2: 6,174 shares 6,174 $639K 0.04% +40 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: 18,600 shares; 2024Q4: 18,600 shares; 2025Q1: 5,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 4,000 shares; 2026Q1: 7,480 shares; 2026Q2: 7,480 shares 7,480 $626K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,466 shares; 2024Q4: 3,946 shares; 2025Q1: 3,845 shares; 2025Q2: 3,845 shares; 2025Q3: 3,845 shares; 2025Q4: 4,545 shares; 2026Q1: 3,239 shares; 2026Q2: 3,864 shares 3,864 $626K 0.03% +625 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,008 shares; 2025Q2: 6,008 shares; 2025Q3: 6,008 shares; 2025Q4: 6,008 shares; 2026Q1: 5,324 shares; 2026Q2: 6,858 shares 6,858 $586K 0.03% +1,534 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,117 shares; 2025Q4: not reported; 2026Q1: 13,361 shares; 2026Q2: 26,348 shares 26,348 $545K 0.03% +12,987 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 6,616 shares 6,616 $540K 0.03% new 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: 8,955 shares; 2024Q4: 8,955 shares; 2025Q1: 8,277 shares; 2025Q2: 11,587 shares; 2025Q3: 8,280 shares; 2025Q4: 8,648 shares; 2026Q1: 8,518 shares; 2026Q2: 9,477 shares 9,477 $540K 0.03% +959 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,636 shares; 2025Q3: 6,417 shares; 2025Q4: 6,262 shares; 2026Q1: 5,567 shares; 2026Q2: 5,567 shares 5,567 $537K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,590 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 3,840 shares; 2026Q1: 3,810 shares; 2026Q2: 3,810 shares 3,810 $521K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 724 shares; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $487K 0.03% 0 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: 37,393 shares; 2024Q4: 38,593 shares; 2025Q1: 37,543 shares; 2025Q2: 38,121 shares; 2025Q3: 37,543 shares; 2025Q4: 3,825 shares; 2026Q1: 3,745 shares; 2026Q2: 4,355 shares 4,355 $480K 0.03% +610 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $476K 0.03% 0 Timeline SCHJ 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: 34,823 shares; 2024Q4: 47,766 shares; 2025Q1: 32,200 shares; 2025Q2: 17,683 shares; 2025Q3: 17,993 shares; 2025Q4: 17,138 shares; 2026Q1: 20,651 shares; 2026Q2: 18,804 shares 18,804 $464K 0.03% -1,847 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: not reported; 2024Q4: not reported; 2025Q1: 6,068 shares; 2025Q2: 4,647 shares; 2025Q3: 4,681 shares; 2025Q4: 4,697 shares; 2026Q1: 4,319 shares; 2026Q2: 5,038 shares 5,038 $414K 0.02% +719 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,505 shares; 2026Q2: 1,595 shares 1,595 $407K 0.02% +90 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: 1,824 shares; 2024Q4: 3,007 shares; 2025Q1: 3,207 shares; 2025Q2: 4,540 shares; 2025Q3: 3,212 shares; 2025Q4: 3,154 shares; 2026Q1: 3,111 shares; 2026Q2: 3,111 shares 3,111 $394K 0.02% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,665 shares; 2025Q4: 2,668 shares; 2026Q1: 2,665 shares; 2026Q2: 2,665 shares 2,665 $389K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 8,848 shares; 2025Q2: 8,848 shares; 2025Q3: 13,400 shares; 2025Q4: 11,819 shares; 2026Q1: 9,710 shares; 2026Q2: 16,129 shares 16,129 $388K 0.02% +6,419 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: 1,069 shares; 2024Q4: 1,081 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 1,000 shares; 2026Q1: 1,018 shares; 2026Q2: 1,170 shares 1,170 $386K 0.02% +152 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,667 shares; 2024Q4: 1,774 shares; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: 945 shares; 2025Q4: 1,086 shares; 2026Q1: 755 shares; 2026Q2: 3,020 shares 3,020 $375K 0.02% +2,265 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,454 shares; 2026Q2: 2,454 shares 2,454 $372K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,041 shares; 2025Q3: 3,562 shares; 2025Q4: 3,974 shares; 2026Q1: 2,319 shares; 2026Q2: 2,635 shares 2,635 $362K 0.02% +316 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: 1,645 shares; 2024Q4: 1,654 shares; 2025Q1: 1,645 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,695 shares; 2026Q1: 1,576 shares; 2026Q2: 1,581 shares 1,581 $354K 0.02% +5 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: 1,574 shares 1,574 $352K 0.02% new 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: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,250 shares; 2026Q1: 4,203 shares; 2026Q2: 4,203 shares 4,203 $351K 0.02% 0 Timeline FXC INVESCO CURRENCYSHARES CDN D More: the full row for INVESCO CURRENCYSHARES CDN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $345K 0.02% new 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: 1,642 shares; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares; 2025Q4: 2,641 shares; 2026Q1: 2,417 shares; 2026Q2: 2,817 shares 2,817 $342K 0.02% +400 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,075 shares; 2024Q4: 3,113 shares; 2025Q1: 5,593 shares; 2025Q2: 5,501 shares; 2025Q3: 5,486 shares; 2025Q4: 5,245 shares; 2026Q1: 2,731 shares; 2026Q2: 2,865 shares 2,865 $336K 0.02% +134 Timeline TLH 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: 3,801 shares; 2025Q3: 3,332 shares; 2025Q4: 3,227 shares; 2026Q1: 3,227 shares; 2026Q2: 3,345 shares 3,345 $336K 0.02% +118 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: 1,290 shares; 2024Q4: 1,275 shares; 2025Q1: not reported; 2025Q2: 1,535 shares; 2025Q3: 1,460 shares; 2025Q4: 1,480 shares; 2026Q1: 1,087 shares; 2026Q2: 1,115 shares 1,115 $335K 0.02% +28 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: 8,745 shares; 2024Q4: 9,944 shares; 2025Q1: 6,678 shares; 2025Q2: 6,524 shares; 2025Q3: 6,510 shares; 2025Q4: 6,936 shares; 2026Q1: 6,510 shares; 2026Q2: 6,510 shares 6,510 $315K 0.02% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,646 shares; 2025Q3: 1,646 shares; 2025Q4: 1,646 shares; 2026Q1: 1,590 shares; 2026Q2: 1,590 shares 1,590 $310K 0.02% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 5,416 shares; 2026Q2: 5,416 shares 5,416 $305K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $293K 0.02% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 3,322 shares; 2026Q2: 3,822 shares 3,822 $292K 0.02% +500 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: 4,659 shares; 2024Q4: 4,659 shares; 2025Q1: 3,609 shares; 2025Q2: 11,242 shares; 2025Q3: 4,112 shares; 2025Q4: 5,060 shares; 2026Q1: 2,400 shares; 2026Q2: 2,900 shares 2,900 $278K 0.02% +500 Timeline SCHM 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: 7,428 shares; 2025Q3: 7,428 shares; 2025Q4: 7,428 shares; 2026Q1: 7,428 shares; 2026Q2: 7,428 shares 7,428 $274K 0.02% 0 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: 7,983 shares; 2024Q4: 10,247 shares; 2025Q1: 6,399 shares; 2025Q2: 6,399 shares; 2025Q3: 6,805 shares; 2025Q4: 6,300 shares; 2026Q1: 1,733 shares; 2026Q2: 1,723 shares 1,723 $252K 0.01% -10 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: 1,446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 2,548 shares; 2025Q4: 1,397 shares; 2026Q1: 1,059 shares; 2026Q2: 1,059 shares 1,059 $250K 0.01% 0 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: 6,295 shares; 2024Q4: 6,065 shares; 2025Q1: not reported; 2025Q2: 4,704 shares; 2025Q3: 4,774 shares; 2025Q4: 3,710 shares; 2026Q1: 3,000 shares; 2026Q2: 3,182 shares 3,182 $245K 0.01% +182 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $244K 0.01% 0 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: 3,293 shares; 2024Q4: 3,431 shares; 2025Q1: 1,777 shares; 2025Q2: 1,155 shares; 2025Q3: 1,439 shares; 2025Q4: 2,036 shares; 2026Q1: 999 shares; 2026Q2: 999 shares 999 $242K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,048 shares; 2026Q2: 3,048 shares 3,048 $236K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,179 shares; 2026Q2: 1,354 shares 1,354 $229K 0.01% +175 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,561 shares; 2025Q2: 6,061 shares; 2025Q3: 6,498 shares; 2025Q4: 6,061 shares; 2026Q1: 2,462 shares; 2026Q2: 2,462 shares 2,462 $218K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,666 shares; 2025Q2: 4,735 shares; 2025Q3: 4,906 shares; 2025Q4: 4,916 shares; 2026Q1: 3,375 shares; 2026Q2: 3,775 shares 3,775 $218K 0.01% +400 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: 1,359 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: not reported; 2026Q2: 2,520 shares 2,520 $217K 0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183 shares 183 $215K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $204K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $204K 0.01% new Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,970 shares 10,970 $132K 0.01% new Timeline RKTO ROCKET ONE INC More: the full row for ROCKET ONE 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: 10,000 shares 10,000 $10K <0.01% new Timeline