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; 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; 2026Q3: 1,614,434 shares 1,614,434 $113M 6.53% +957,851 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; 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; 2026Q3: 3,574,246 shares 3,574,246 $112M 6.49% -32,479 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; 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; 2026Q3: 158,090 shares 158,090 $111M 6.39% -36,450 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; 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; 2026Q3: 3,593,114 shares 3,593,114 $108M 6.22% -645,180 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; 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; 2026Q3: 3,882,948 shares 3,882,948 $107M 6.15% +3,741 Timeline 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; 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; 2026Q3: 3,859,173 shares 3,859,173 $85.3M 4.92% -2,742,744 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; 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; 2026Q3: 2,341,803 shares 2,341,803 $84.1M 4.85% +31,149 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; 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; 2026Q3: 1,009,657 shares 1,009,657 $71.3M 4.11% +29,805 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 735,613 shares 735,613 $69.5M 4.01% +36,387 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; 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; 2026Q3: 1,682,888 shares 1,682,888 $61.3M 3.54% +30,969 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; 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; 2026Q3: 854,227 shares 854,227 $45.9M 2.65% -167,560 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 234,363 shares 234,363 $45.4M 2.62% -19,943 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 399,584 shares 399,584 $40.4M 2.33% +224,100 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; 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; 2026Q3: 1,484,025 shares 1,484,025 $32.7M 1.89% -14,704 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; 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; 2026Q3: 577,019 shares 577,019 $31.4M 1.81% -446 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 135,793 shares 135,793 $31M 1.79% +1,618 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; 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; 2026Q3: 622,619 shares 622,619 $31M 1.79% +3,414 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; 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; 2026Q3: 938,873 shares 938,873 $30.6M 1.77% +69,573 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; 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; 2026Q3: 1,083,293 shares 1,083,293 $25.8M 1.49% -55,993 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 32,913 shares 32,913 $25.2M 1.45% -2,060 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 365,806 shares 365,806 $22.5M 1.3% -26,620 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; 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; 2026Q3: 74,244 shares 74,244 $21.1M 1.22% +1,093 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 124,789 shares 124,789 $20.3M 1.17% new 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; 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; 2026Q3: 351,226 shares 351,226 $20.2M 1.17% -6,032 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 56,435 shares 56,435 $18.8M 1.08% +2,177 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 34,986 shares 34,986 $17.9M 1.03% +14,134 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; 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; 2026Q3: 267,482 shares 267,482 $15.9M 0.91% +14,992 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; 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; 2026Q3: 207,519 shares 207,519 $15.8M 0.91% -118,783 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; 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; 2026Q3: 466,781 shares 466,781 $15.2M 0.88% +8,191 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; 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; 2026Q3: 474,720 shares 474,720 $12M 0.69% -34,541 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; 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; 2026Q3: 33,943 shares 33,943 $11.2M 0.65% +1,022 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; 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; 2026Q3: 280,959 shares 280,959 $9.83M 0.57% -150,209 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; 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; 2026Q3: 229,546 shares 229,546 $9.61M 0.55% -180,062 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 113,421 shares 113,421 $9.58M 0.55% +267 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; 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; 2026Q3: 283,199 shares 283,199 $8.89M 0.51% +2,107 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 32,249 shares 32,249 $8.44M 0.49% +557 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; 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; 2026Q3: 367,379 shares 367,379 $7.88M 0.45% -153,101 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,764 shares 21,764 $7.64M 0.44% -16 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,911 shares 19,911 $6.85M 0.4% +1,961 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 62,082 shares 62,082 $6.46M 0.37% -2,496 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 123,958 shares 123,958 $6.24M 0.36% +83,739 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; 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; 2026Q3: 254,695 shares 254,695 $6.15M 0.35% -800,507 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,807 shares 16,807 $5.73M 0.33% +1,653 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; 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; 2026Q3: 224,207 shares 224,207 $5.63M 0.32% -48,456 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 50,233 shares 50,233 $4.87M 0.28% -10,015 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 125,082 shares 125,082 $4.47M 0.26% +35,173 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; 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; 2026Q3: 23,199 shares 23,199 $4.43M 0.26% +5,029 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,025 shares 16,025 $4.24M 0.24% +579 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 40,383 shares 40,383 $4.22M 0.24% +2,226 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,183 shares 5,183 $4.2M 0.24% +1,194 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; 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; 2026Q3: 52,916 shares 52,916 $4.15M 0.24% +2,680 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 140,406 shares 140,406 $4.14M 0.24% +83,007 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 20,241 shares 20,241 $4.13M 0.24% +264 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,135 shares 6,135 $4.12M 0.24% -10 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; 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; 2026Q3: 26,545 shares 26,545 $3.89M 0.22% -1,503 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; 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; 2026Q3: 5,144 shares 5,144 $3.81M 0.22% -4,031 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; 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; 2026Q3: 13,719 shares 13,719 $3.42M 0.2% +5,480 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; 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; 2026Q3: 4,460 shares 4,460 $3.4M 0.2% -3,193 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; 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; 2026Q3: 67,205 shares 67,205 $3.35M 0.19% -161,686 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,623 shares 7,623 $3.21M 0.19% +159 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; 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; 2026Q3: 8,739 shares 8,739 $3.07M 0.18% 0 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; 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; 2026Q3: 147,036 shares 147,036 $3M 0.17% +6,688 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 34,734 shares 34,734 $2.96M 0.17% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,488 shares 31,488 $2.9M 0.17% +28,143 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; 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; 2026Q3: 118,872 shares 118,872 $2.9M 0.17% +71,188 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; 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; 2026Q3: 6,256 shares 6,256 $2.85M 0.16% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 28,078 shares 28,078 $2.77M 0.16% -65 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 32,758 shares 32,758 $2.66M 0.15% -337 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,700 shares 5,700 $2.59M 0.15% -1 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,818 shares 31,818 $2.58M 0.15% +26,780 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; 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; 2026Q3: 49,280 shares 49,280 $2.58M 0.15% -59,998 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,672 shares 4,672 $2.58M 0.15% +300 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; 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; 2026Q3: 38,019 shares 38,019 $2.56M 0.15% +4,938 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,068 shares 24,068 $2.5M 0.14% +98 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; 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; 2026Q3: 50,288 shares 50,288 $2.35M 0.14% +1,894 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; 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; 2026Q3: 65,518 shares 65,518 $2.33M 0.13% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,795 shares 9,795 $2.26M 0.13% +6,883 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; 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; 2026Q3: 94,427 shares 94,427 $2.24M 0.13% +4,653 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; 2024Q4: 321 shares; 2025Q1: 453 shares; 2025Q2: 498 shares; 2025Q3: 1,252 shares; 2025Q4: 968 shares; 2026Q1: 1,832 shares; 2026Q2: 1,832 shares; 2026Q3: 1,832 shares 1,832 $2.12M 0.12% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,191 shares 4,191 $2.09M 0.12% +575 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; 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; 2026Q3: 8,243 shares 8,243 $1.89M 0.11% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,100 shares; 2026Q3: 4,595 shares 4,595 $1.75M 0.1% +495 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,000 shares 4,000 $1.55M 0.09% 0 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; 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; 2026Q3: 1,608 shares 1,608 $1.54M 0.09% +169 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,725 shares; 2026Q3: 25,285 shares 25,285 $1.46M 0.08% +3,560 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; 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; 2026Q3: 26,021 shares 26,021 $1.39M 0.08% 0 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; 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; 2026Q3: 8,307 shares 8,307 $1.29M 0.07% +37 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; 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; 2026Q3: 8,622 shares 8,622 $1.25M 0.07% +372 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,611 shares 6,611 $1.24M 0.07% +400 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,058 shares 13,058 $1.23M 0.07% +6,194 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,018 shares 9,018 $1.23M 0.07% -628 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,579 shares 9,579 $1.21M 0.07% +562 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; 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; 2026Q3: 10,913 shares 10,913 $1.17M 0.07% +474 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,315 shares 6,315 $1.17M 0.07% +1,033 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; 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; 2026Q3: 4,014 shares 4,014 $1.14M 0.07% +215 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; 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; 2026Q3: 7,832 shares 7,832 $1.14M 0.07% +550 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; 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; 2026Q3: 5,789 shares 5,789 $1.13M 0.07% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,738 shares; 2026Q3: 9,418 shares 9,418 $1.13M 0.07% +680 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,125 shares 3,125 $1.12M 0.06% +271 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,059 shares 6,059 $1.12M 0.06% +163 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; 2024Q4: 1,289 shares; 2025Q1: 731 shares; 2025Q2: 649 shares; 2025Q3: 631 shares; 2025Q4: 441 shares; 2026Q1: 1,718 shares; 2026Q2: 1,751 shares; 2026Q3: 1,531 shares 1,531 $1.11M 0.06% -220 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $1.1M 0.06% 0 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; 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; 2026Q3: 2,838 shares 2,838 $1.06M 0.06% -199 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; 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; 2026Q3: 103,717 shares 103,717 $1.04M 0.06% -203,316 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,290 shares 8,290 $1.04M 0.06% +151 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; 2024Q4: 344 shares; 2025Q1: 583 shares; 2025Q2: 589 shares; 2025Q3: 289 shares; 2025Q4: not reported; 2026Q1: 780 shares; 2026Q2: 780 shares; 2026Q3: 1,080 shares 1,080 $983K 0.06% +300 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; 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; 2026Q3: 29,517 shares 29,517 $858K 0.05% -42,858 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,060 shares 18,060 $840K 0.05% +2,083 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,937 shares 16,937 $833K 0.05% +433 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; 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; 2026Q3: 17,211 shares 17,211 $815K 0.05% 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; 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; 2026Q3: 17,517 shares 17,517 $804K 0.05% -493 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; 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; 2026Q3: 10,215 shares 10,215 $774K 0.04% +522 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; 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; 2026Q3: 3,477 shares 3,477 $765K 0.04% -698 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,102 shares 7,102 $738K 0.04% +576 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,101 shares; 2026Q3: 3,200 shares 3,200 $723K 0.04% +99 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; 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; 2026Q3: 8,480 shares 8,480 $704K 0.04% +1,000 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; 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; 2026Q3: 8,176 shares 8,176 $698K 0.04% +953 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,064 shares 4,064 $667K 0.04% +200 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; 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; 2026Q3: 12,094 shares 12,094 $658K 0.04% +2,617 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 874 shares; 2025Q3: 758 shares; 2025Q4: not reported; 2026Q1: 1,586 shares; 2026Q2: 1,961 shares; 2026Q3: 2,086 shares 2,086 $651K 0.04% +125 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,616 shares; 2026Q3: 6,616 shares 6,616 $644K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,117 shares; 2025Q4: not reported; 2026Q1: 13,361 shares; 2026Q2: 26,348 shares; 2026Q3: 25,919 shares 25,919 $632K 0.04% -429 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; 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; 2026Q3: 6,861 shares 6,861 $583K 0.03% +3 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,790 shares 19,790 $553K 0.03% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,149 shares 5,149 $549K 0.03% +794 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; 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; 2026Q3: 6,027 shares 6,027 $540K 0.03% +460 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,136 shares 5,136 $539K 0.03% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,500 shares 1,500 $532K 0.03% new 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; 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; 2026Q3: 6,110 shares 6,110 $524K 0.03% -64 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 850 shares 850 $518K 0.03% -150 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 724 shares; 2026Q1: 645 shares; 2026Q2: 645 shares; 2026Q3: 595 shares 595 $508K 0.03% -50 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,805 shares 1,805 $502K 0.03% +690 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; 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; 2026Q3: 4,176 shares 4,176 $495K 0.03% +366 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,325 shares 17,325 $494K 0.03% +1,196 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; 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; 2026Q3: 1,313 shares 1,313 $468K 0.03% +143 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,000 shares 8,000 $459K 0.03% new 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; 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; 2026Q3: 19,049 shares 19,049 $459K 0.03% +245 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; 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; 2026Q3: 4,400 shares 4,400 $450K 0.03% +100 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,100 shares 1,100 $426K 0.02% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,774 shares; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: 945 shares; 2025Q4: 1,086 shares; 2026Q1: 755 shares; 2026Q2: 3,020 shares; 2026Q3: 3,292 shares 3,292 $412K 0.02% +272 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; 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; 2026Q3: 1,576 shares 1,576 $407K 0.02% -5 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; 2024Q4: 3,216 shares; 2025Q1: 5,989 shares; 2025Q2: 5,945 shares; 2025Q3: 3,052 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,625 shares 4,625 $398K 0.02% new 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; 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; 2026Q3: 3,368 shares 3,368 $384K 0.02% +257 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,574 shares; 2026Q3: 1,817 shares 1,817 $383K 0.02% +243 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 600 shares 600 $367K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,322 shares; 2026Q2: 3,822 shares; 2026Q3: 4,547 shares 4,547 $361K 0.02% +725 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,590 shares 1,590 $352K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $343K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,179 shares; 2026Q2: 1,354 shares; 2026Q3: 1,325 shares 1,325 $338K 0.02% -29 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,582 shares 4,582 $330K 0.02% +1,400 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,200 shares 4,200 $327K 0.02% -3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,454 shares; 2026Q2: 2,454 shares; 2026Q3: 2,454 shares 2,454 $325K 0.02% 0 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; 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; 2026Q3: 1,379 shares 1,379 $322K 0.02% +320 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; 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; 2026Q3: 11,039 shares 11,039 $314K 0.02% -78,853 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; 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; 2026Q3: 6,511 shares 6,511 $305K 0.02% +1 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,815 shares; 2025Q1: 3,815 shares; 2025Q2: 6,502 shares; 2025Q3: 3,815 shares; 2025Q4: 3,815 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,011 shares 3,011 $304K 0.02% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,115 shares 2,115 $301K 0.02% -520 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,048 shares; 2026Q2: 3,048 shares; 2026Q3: 3,148 shares 3,148 $299K 0.02% +100 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; 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; 2026Q3: 8,624 shares 8,624 $293K 0.02% +1,196 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 446 shares 446 $293K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,901 shares; 2025Q1: 2,225 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,552 shares 2,552 $286K 0.02% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,519 shares 2,519 $286K 0.02% -346 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,427 shares 3,427 $284K 0.02% +527 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,817 shares 1,817 $282K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,416 shares; 2026Q2: 5,416 shares; 2026Q3: 5,416 shares 5,416 $274K 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; 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; 2026Q3: 2,765 shares 2,765 $264K 0.02% +100 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 636 shares; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,089 shares 2,089 $263K 0.02% new 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; 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; 2026Q3: 4,198 shares 4,198 $262K 0.02% +423 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; 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; 2026Q3: 5,550 shares 5,550 $255K 0.01% -22,500 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,415 shares; 2025Q1: not reported; 2025Q2: 1,704 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,500 shares 1,500 $249K 0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 999 shares 999 $248K 0.01% 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; 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; 2026Q3: 1,775 shares 1,775 $244K 0.01% +52 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; 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; 2026Q3: 4,000 shares 4,000 $243K 0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares; 2026Q3: 4,325 shares 4,325 $237K 0.01% +325 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,200 shares 1,200 $234K 0.01% 0 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,600 shares 1,600 $232K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,505 shares; 2026Q2: 1,595 shares; 2026Q3: 1,500 shares 1,500 $231K 0.01% -95 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; 2024Q4: 1,359 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: not reported; 2026Q2: 2,520 shares; 2026Q3: 2,520 shares 2,520 $227K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,810 shares; 2026Q2: not reported; 2026Q3: 1,500 shares 1,500 $224K 0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,257 shares; 2026Q2: not reported; 2026Q3: 1,257 shares 1,257 $216K 0.01% new 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; 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; 2026Q3: 2,462 shares 2,462 $214K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,093 shares 9,093 $207K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183 shares; 2026Q3: 214 shares 214 $203K 0.01% +31 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,100 shares; 2026Q2: not reported; 2026Q3: 2,900 shares 2,900 $202K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,970 shares; 2026Q3: 10,970 shares 10,970 $104K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $7.14K <0.01% 0 Timeline