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: 9,756 shares; 2024Q4: 9,704 shares; 2025Q1: 10,710 shares; 2025Q2: 10,866 shares; 2025Q3: 10,845 shares; 2025Q4: 10,659 shares; 2026Q1: 10,491 shares; 2026Q2: 10,242 shares 10,242 $12.3M 5.51% -249 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: 45,601 shares; 2024Q4: 40,433 shares; 2025Q1: 44,757 shares; 2025Q2: 43,623 shares; 2025Q3: 43,043 shares; 2025Q4: 42,056 shares; 2026Q1: 41,703 shares; 2026Q2: 40,966 shares 40,966 $11.9M 5.31% -737 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: 29,304 shares; 2024Q4: 29,387 shares; 2025Q1: 29,712 shares; 2025Q2: 30,858 shares; 2025Q3: 31,068 shares; 2025Q4: 30,472 shares; 2026Q1: 29,417 shares; 2026Q2: 28,665 shares 28,665 $10.2M 4.59% -752 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: 34,675 shares; 2024Q4: 30,556 shares; 2025Q1: 34,059 shares; 2025Q2: 34,908 shares; 2025Q3: 35,378 shares; 2025Q4: 35,484 shares; 2026Q1: 35,802 shares; 2026Q2: 35,233 shares 35,233 $8.4M 3.76% -569 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,326 shares; 2024Q4: 8,309 shares; 2025Q1: 8,359 shares; 2025Q2: 8,530 shares; 2025Q3: 8,489 shares; 2025Q4: 8,427 shares; 2026Q1: 8,273 shares; 2026Q2: 8,054 shares 8,054 $8.15M 3.65% -219 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: 22,196 shares; 2024Q4: 22,198 shares; 2025Q1: 22,235 shares; 2025Q2: 22,612 shares; 2025Q3: 22,879 shares; 2025Q4: 22,859 shares; 2026Q1: 22,847 shares; 2026Q2: 22,444 shares 22,444 $7.35M 3.29% -403 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: 15,996 shares; 2024Q4: 16,005 shares; 2025Q1: 17,944 shares; 2025Q2: 18,104 shares; 2025Q3: 18,251 shares; 2025Q4: 18,114 shares; 2026Q1: 18,750 shares; 2026Q2: 18,594 shares 18,594 $6.94M 3.11% -156 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: 52,492 shares; 2024Q4: 52,703 shares; 2025Q1: 54,295 shares; 2025Q2: 56,440 shares; 2025Q3: 58,727 shares; 2025Q4: 59,370 shares; 2026Q1: 59,414 shares; 2026Q2: 57,903 shares 57,903 $6.8M 3.05% -1,511 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: 19,040 shares; 2024Q4: 19,530 shares; 2025Q1: 21,699 shares; 2025Q2: 24,117 shares; 2025Q3: 25,029 shares; 2025Q4: 25,247 shares; 2026Q1: 25,056 shares; 2026Q2: 24,730 shares 24,730 $6.28M 2.81% -326 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: 10,246 shares; 2024Q4: 10,137 shares; 2025Q1: 10,154 shares; 2025Q2: 10,373 shares; 2025Q3: 10,364 shares; 2025Q4: 10,613 shares; 2026Q1: 10,670 shares; 2026Q2: 10,592 shares 10,592 $5.97M 2.67% -78 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: 2,907 shares; 2024Q4: 13,634 shares; 2025Q1: 17,159 shares; 2025Q2: 28,452 shares; 2025Q3: 29,229 shares; 2025Q4: 30,182 shares; 2026Q1: 30,235 shares; 2026Q2: 29,720 shares 29,720 $5.95M 2.66% -515 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: 28,692 shares; 2024Q4: 28,887 shares; 2025Q1: 29,557 shares; 2025Q2: 30,276 shares; 2025Q3: 30,803 shares; 2025Q4: 30,776 shares; 2026Q1: 30,313 shares; 2026Q2: 29,984 shares 29,984 $5.69M 2.55% -329 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,962 shares; 2024Q4: 49,948 shares; 2025Q1: 56,114 shares; 2025Q2: 59,668 shares; 2025Q3: 63,777 shares; 2025Q4: 64,849 shares; 2026Q1: 64,768 shares; 2026Q2: 62,188 shares 62,188 $5.18M 2.32% -2,580 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: 82,204 shares; 2024Q4: 73,843 shares; 2025Q1: 85,021 shares; 2025Q2: 88,085 shares; 2025Q3: 90,507 shares; 2025Q4: 91,182 shares; 2026Q1: 91,755 shares; 2026Q2: 90,914 shares 90,914 $5.18M 2.32% -841 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: 12,995 shares; 2024Q4: 13,095 shares; 2025Q1: 13,346 shares; 2025Q2: 13,512 shares; 2025Q3: 13,962 shares; 2025Q4: 14,110 shares; 2026Q1: 14,288 shares; 2026Q2: 14,226 shares 14,226 $4.88M 2.19% -62 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,371 shares; 2024Q4: 140,967 shares; 2025Q1: 143,707 shares; 2025Q2: 146,298 shares; 2025Q3: 150,715 shares; 2025Q4: 153,334 shares; 2026Q1: 154,017 shares; 2026Q2: 152,244 shares 152,244 $4.87M 2.18% -1,773 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: 31,587 shares; 2024Q4: 32,051 shares; 2025Q1: 33,114 shares; 2025Q2: 34,506 shares; 2025Q3: 36,195 shares; 2025Q4: 36,396 shares; 2026Q1: 36,044 shares; 2026Q2: 35,299 shares 35,299 $4.83M 2.16% -745 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,455 shares; 2024Q4: 11,677 shares; 2025Q1: 12,087 shares; 2025Q2: 12,500 shares; 2025Q3: 13,191 shares; 2025Q4: 13,380 shares; 2026Q1: 13,407 shares; 2026Q2: 13,261 shares 13,261 $4.52M 2.02% -146 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: 10,273 shares; 2024Q4: 9,549 shares; 2025Q1: 10,867 shares; 2025Q2: 11,380 shares; 2025Q3: 12,028 shares; 2025Q4: 12,220 shares; 2026Q1: 12,250 shares; 2026Q2: 12,195 shares 12,195 $4.42M 1.98% -55 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: 19,076 shares; 2024Q4: 19,550 shares; 2025Q1: 21,952 shares; 2025Q2: 24,383 shares; 2025Q3: 25,341 shares; 2025Q4: 26,343 shares; 2026Q1: 26,494 shares; 2026Q2: 26,334 shares 26,334 $4.37M 1.96% -160 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,448 shares; 2024Q4: 44,364 shares; 2025Q1: 49,134 shares; 2025Q2: 50,576 shares; 2025Q3: 51,826 shares; 2025Q4: 52,059 shares; 2026Q1: 52,552 shares; 2026Q2: 52,273 shares 52,273 $4.32M 1.94% -279 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: 8,874 shares; 2024Q4: 8,959 shares; 2025Q1: 10,015 shares; 2025Q2: 10,341 shares; 2025Q3: 10,722 shares; 2025Q4: 11,182 shares; 2026Q1: 11,378 shares; 2026Q2: 11,803 shares 11,803 $4.16M 1.87% +425 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: 18,806 shares; 2024Q4: 19,205 shares; 2025Q1: 21,400 shares; 2025Q2: 22,030 shares; 2025Q3: 23,423 shares; 2025Q4: 24,246 shares; 2026Q1: 24,837 shares; 2026Q2: 25,740 shares 25,740 $3.77M 1.69% +903 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,572 shares; 2024Q4: 34,465 shares; 2025Q1: 39,573 shares; 2025Q2: 41,102 shares; 2025Q3: 43,652 shares; 2025Q4: 45,838 shares; 2026Q1: 46,353 shares; 2026Q2: 46,168 shares 46,168 $3.75M 1.68% -185 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: 34,092 shares; 2024Q4: 34,537 shares; 2025Q1: 36,209 shares; 2025Q2: 39,773 shares; 2025Q3: 42,024 shares; 2025Q4: 42,815 shares; 2026Q1: 42,968 shares; 2026Q2: 42,420 shares 42,420 $3.72M 1.67% -548 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,667 shares; 2024Q4: 27,683 shares; 2025Q1: 28,020 shares; 2025Q2: 29,092 shares; 2025Q3: 29,714 shares; 2025Q4: 30,208 shares; 2026Q1: 30,959 shares; 2026Q2: 31,173 shares 31,173 $3.67M 1.64% +214 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,854 shares; 2024Q4: 4,976 shares; 2025Q1: 5,917 shares; 2025Q2: 6,650 shares; 2025Q3: 7,005 shares; 2025Q4: 7,106 shares; 2026Q1: 7,175 shares; 2026Q2: 7,221 shares 7,221 $3.62M 1.62% +46 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: 10,049 shares; 2024Q4: 10,240 shares; 2025Q1: 11,532 shares; 2025Q2: 11,827 shares; 2025Q3: 12,441 shares; 2025Q4: 12,679 shares; 2026Q1: 12,842 shares; 2026Q2: 13,094 shares 13,094 $3.54M 1.59% +252 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,357 shares; 2024Q4: 18,991 shares; 2025Q1: 21,616 shares; 2025Q2: 26,296 shares; 2025Q3: 30,024 shares; 2025Q4: 31,493 shares; 2026Q1: 31,967 shares; 2026Q2: 32,489 shares 32,489 $3.49M 1.57% +522 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: 22,763 shares; 2024Q4: 23,284 shares; 2025Q1: 27,259 shares; 2025Q2: 29,464 shares; 2025Q3: 31,449 shares; 2025Q4: 33,536 shares; 2026Q1: 34,158 shares; 2026Q2: 33,822 shares 33,822 $3.46M 1.55% -336 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,941 shares; 2024Q4: 41,221 shares; 2025Q1: 44,130 shares; 2025Q2: 46,710 shares; 2025Q3: 52,166 shares; 2025Q4: 53,816 shares; 2026Q1: 54,427 shares; 2026Q2: 54,645 shares 54,645 $3.39M 1.52% +218 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: 60,289 shares; 2024Q4: 61,749 shares; 2025Q1: 64,561 shares; 2025Q2: 66,911 shares; 2025Q3: 71,434 shares; 2025Q4: 74,476 shares; 2026Q1: 75,936 shares; 2026Q2: 76,603 shares 76,603 $3.24M 1.45% +667 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,568 shares; 2024Q4: 10,643 shares; 2025Q1: 12,447 shares; 2025Q2: 13,090 shares; 2025Q3: 13,702 shares; 2025Q4: 14,066 shares; 2026Q1: 14,259 shares; 2026Q2: 14,244 shares 14,244 $3.08M 1.38% -15 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: 75,066 shares; 2024Q4: 78,409 shares; 2025Q1: 88,506 shares; 2025Q2: 103,490 shares; 2025Q3: 113,775 shares; 2025Q4: 118,960 shares; 2026Q1: 121,990 shares; 2026Q2: 124,325 shares 124,325 $2.99M 1.34% +2,335 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; 2024Q3: 20,092 shares; 2024Q4: 20,544 shares; 2025Q1: 23,473 shares; 2025Q2: 25,122 shares; 2025Q3: 26,122 shares; 2025Q4: 27,097 shares; 2026Q1: 27,795 shares; 2026Q2: 28,329 shares 28,329 $2.73M 1.22% +534 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,391 shares; 2024Q4: 4,381 shares; 2025Q1: 4,531 shares; 2025Q2: 4,623 shares; 2025Q3: 4,794 shares; 2025Q4: 24,435 shares; 2026Q1: 25,153 shares; 2026Q2: 26,173 shares 26,173 $2.6M 1.16% +1,020 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,180 shares; 2024Q4: 11,222 shares; 2025Q1: 11,678 shares; 2025Q2: 12,187 shares; 2025Q3: 12,940 shares; 2025Q4: 13,400 shares; 2026Q1: 13,146 shares; 2026Q2: 13,612 shares 13,612 $2.13M 0.96% +466 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: 19,709 shares; 2024Q4: 21,375 shares; 2025Q1: 23,684 shares; 2025Q2: 24,377 shares; 2025Q3: 25,102 shares; 2025Q4: 25,851 shares; 2026Q1: 27,074 shares; 2026Q2: 28,114 shares 28,114 $2M 0.9% +1,040 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,790 shares; 2024Q4: 5,869 shares; 2025Q1: 6,642 shares; 2025Q2: 6,754 shares; 2025Q3: 6,939 shares; 2025Q4: 7,027 shares; 2026Q1: 7,237 shares; 2026Q2: 7,452 shares 7,452 $1.94M 0.87% +215 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: 2,769 shares; 2024Q4: 2,867 shares; 2025Q1: 2,968 shares; 2025Q2: 3,046 shares; 2025Q3: 3,090 shares; 2025Q4: 3,146 shares; 2026Q1: 3,329 shares; 2026Q2: 20,899 shares 20,899 $1.8M 0.81% +17,570 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX 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: 22,636 shares 22,636 $1.62M 0.72% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,169 shares; 2024Q4: 5,453 shares; 2025Q1: 5,788 shares; 2025Q2: 6,028 shares; 2025Q3: 6,228 shares; 2025Q4: 6,507 shares; 2026Q1: 6,973 shares; 2026Q2: 7,297 shares 7,297 $1.59M 0.71% +324 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,374 shares; 2024Q4: 3,588 shares; 2025Q1: 3,933 shares; 2025Q2: 4,125 shares; 2025Q3: 4,277 shares; 2025Q4: 4,474 shares; 2026Q1: 4,852 shares; 2026Q2: 5,070 shares 5,070 $1.54M 0.69% +218 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: 12,125 shares; 2024Q4: 13,126 shares; 2025Q1: 14,361 shares; 2025Q2: 14,954 shares; 2025Q3: 15,439 shares; 2025Q4: 15,983 shares; 2026Q1: 17,291 shares; 2026Q2: 18,078 shares 18,078 $1.08M 0.48% +787 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,597 shares; 2024Q4: 8,692 shares; 2025Q1: 9,002 shares; 2025Q2: 8,499 shares; 2025Q3: 7,070 shares; 2025Q4: 6,968 shares; 2026Q1: 6,967 shares; 2026Q2: 6,570 shares 6,570 $920K 0.41% -397 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: 3,277 shares; 2024Q4: 3,264 shares; 2025Q1: 3,116 shares; 2025Q2: 3,027 shares; 2025Q3: 3,054 shares; 2025Q4: 2,785 shares; 2026Q1: 2,608 shares; 2026Q2: 2,530 shares 2,530 $894K 0.4% -78 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,842 shares; 2024Q4: 2,842 shares; 2025Q1: 2,842 shares; 2025Q2: 2,842 shares; 2025Q3: 2,842 shares; 2025Q4: 2,842 shares; 2026Q1: 2,842 shares; 2026Q2: 2,842 shares 2,842 $847K 0.38% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares; 2026Q1: 1,046 shares; 2026Q2: 1,046 shares 1,046 $798K 0.36% 0 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: 2,958 shares; 2024Q4: 2,967 shares; 2025Q1: 2,972 shares; 2025Q2: 2,800 shares; 2025Q3: 2,660 shares; 2025Q4: 2,608 shares; 2026Q1: 2,633 shares; 2026Q2: 2,580 shares 2,580 $726K 0.33% -53 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: 1,186 shares; 2025Q1: 1,198 shares; 2025Q2: 1,147 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,315 shares; 2026Q2: 1,334 shares 1,334 $680K 0.3% +19 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: 4,386 shares; 2024Q4: 4,463 shares; 2025Q1: 4,330 shares; 2025Q2: 4,094 shares; 2025Q3: 3,639 shares; 2025Q4: 3,639 shares; 2026Q1: 3,695 shares; 2026Q2: 3,740 shares 3,740 $677K 0.3% +45 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 3,557 shares; 2026Q2: 3,602 shares 3,602 $674K 0.3% +45 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: 4,468 shares; 2024Q4: 4,598 shares; 2025Q1: 4,661 shares; 2025Q2: 4,952 shares; 2025Q3: 5,778 shares; 2025Q4: 5,731 shares; 2026Q1: 5,721 shares; 2026Q2: 5,231 shares 5,231 $672K 0.3% -490 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: 4,847 shares; 2024Q4: 4,978 shares; 2025Q1: 4,978 shares; 2025Q2: 4,663 shares; 2025Q3: 4,727 shares; 2025Q4: 4,678 shares; 2026Q1: 4,773 shares; 2026Q2: 4,788 shares 4,788 $655K 0.29% +15 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,690 shares; 2024Q4: 7,347 shares; 2025Q1: 7,128 shares; 2025Q2: 6,632 shares; 2025Q3: 5,561 shares; 2025Q4: 5,561 shares; 2026Q1: 5,664 shares; 2026Q2: 5,623 shares 5,623 $646K 0.29% -41 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,663 shares; 2024Q4: 5,961 shares; 2025Q1: 5,917 shares; 2025Q2: 5,967 shares; 2025Q3: 6,349 shares; 2025Q4: 6,349 shares; 2026Q1: 6,767 shares; 2026Q2: 7,483 shares 7,483 $598K 0.27% +716 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,552 shares; 2024Q4: 9,831 shares; 2025Q1: 9,784 shares; 2025Q2: 9,116 shares; 2025Q3: 9,412 shares; 2025Q4: 9,390 shares; 2026Q1: 9,540 shares; 2026Q2: 8,880 shares 8,880 $588K 0.26% -660 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,154 shares; 2024Q4: 5,352 shares; 2025Q1: 5,409 shares; 2025Q2: 4,982 shares; 2025Q3: 5,819 shares; 2025Q4: 7,247 shares; 2026Q1: 5,724 shares; 2026Q2: 5,971 shares 5,971 $567K 0.25% +247 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,698 shares; 2024Q4: 3,814 shares; 2025Q1: 3,858 shares; 2025Q2: 3,603 shares; 2025Q3: 3,712 shares; 2025Q4: 3,654 shares; 2026Q1: 3,635 shares; 2026Q2: 3,555 shares 3,555 $557K 0.25% -80 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: 8,581 shares; 2024Q4: 8,802 shares; 2025Q1: 8,779 shares; 2025Q2: 8,289 shares; 2025Q3: 9,469 shares; 2025Q4: 9,449 shares; 2026Q1: 9,512 shares; 2026Q2: 9,581 shares 9,581 $552K 0.25% +69 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: 1,558 shares; 2024Q4: 1,558 shares; 2025Q1: 1,558 shares; 2025Q2: 1,558 shares; 2025Q3: 4,049 shares; 2025Q4: 3,699 shares; 2026Q1: 3,770 shares; 2026Q2: 4,025 shares 4,025 $545K 0.24% +255 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,322 shares; 2024Q4: 8,422 shares; 2025Q1: 8,308 shares; 2025Q2: 7,708 shares; 2025Q3: 7,682 shares; 2025Q4: 7,541 shares; 2026Q1: 7,460 shares; 2026Q2: 7,327 shares 7,327 $545K 0.24% -133 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 7,533 shares; 2026Q1: 7,628 shares; 2026Q2: 6,974 shares 6,974 $542K 0.24% -654 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 6,561 shares; 2026Q1: 6,753 shares; 2026Q2: 8,938 shares 8,938 $537K 0.24% +2,185 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: 5,353 shares; 2024Q4: 5,487 shares; 2025Q1: 5,439 shares; 2025Q2: 5,077 shares; 2025Q3: 5,199 shares; 2025Q4: 5,173 shares; 2026Q1: 5,327 shares; 2026Q2: 5,557 shares 5,557 $532K 0.24% +230 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,493 shares; 2024Q4: 7,610 shares; 2025Q1: 7,603 shares; 2025Q2: 7,018 shares; 2025Q3: 7,236 shares; 2025Q4: 6,955 shares; 2026Q1: 6,884 shares; 2026Q2: 6,111 shares 6,111 $531K 0.24% -773 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: 7,457 shares; 2024Q4: 7,717 shares; 2025Q1: 7,595 shares; 2025Q2: 6,970 shares; 2025Q3: 6,809 shares; 2025Q4: 6,792 shares; 2026Q1: 6,975 shares; 2026Q2: 7,045 shares 7,045 $507K 0.23% +70 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,248 shares; 2024Q4: 4,444 shares; 2025Q1: 4,421 shares; 2025Q2: 4,429 shares; 2025Q3: 4,649 shares; 2025Q4: 4,649 shares; 2026Q1: 4,937 shares; 2026Q2: 5,091 shares 5,091 $491K 0.22% +154 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,961 shares; 2024Q4: 8,271 shares; 2025Q1: 8,317 shares; 2025Q2: 7,838 shares; 2025Q3: 9,217 shares; 2025Q4: 9,217 shares; 2026Q1: 9,480 shares; 2026Q2: 11,064 shares 11,064 $472K 0.21% +1,584 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: not reported; 2024Q4: not reported; 2025Q1: 798 shares; 2025Q2: 848 shares; 2025Q3: 949 shares; 2025Q4: 1,003 shares; 2026Q1: 1,075 shares; 2026Q2: 1,275 shares 1,275 $472K 0.21% +200 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S 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: 9,567 shares 9,567 $459K 0.21% new 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: 3,503 shares; 2025Q2: 3,575 shares; 2025Q3: 4,081 shares; 2025Q4: 4,322 shares; 2026Q1: 4,521 shares; 2026Q2: 5,343 shares 5,343 $457K 0.2% +822 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; 2024Q3: 9,779 shares; 2024Q4: 10,266 shares; 2025Q1: 10,397 shares; 2025Q2: 10,270 shares; 2025Q3: 13,046 shares; 2025Q4: 12,930 shares; 2026Q1: 13,522 shares; 2026Q2: 17,587 shares 17,587 $415K 0.19% +4,065 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,896 shares 2,896 $413K 0.19% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,766 shares; 2024Q4: 34,257 shares; 2025Q1: 34,463 shares; 2025Q2: 32,102 shares; 2025Q3: 33,409 shares; 2025Q4: 32,632 shares; 2026Q1: 33,423 shares; 2026Q2: 28,821 shares 28,821 $401K 0.18% -4,602 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: 15,378 shares; 2024Q4: 15,540 shares; 2025Q1: 15,357 shares; 2025Q2: 14,494 shares; 2025Q3: 13,337 shares; 2025Q4: 13,186 shares; 2026Q1: 13,663 shares; 2026Q2: 15,416 shares 15,416 $319K 0.14% +1,753 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,449 shares; 2024Q4: 1,449 shares; 2025Q1: 1,449 shares; 2025Q2: 1,249 shares; 2025Q3: 1,194 shares; 2025Q4: 749 shares; 2026Q1: 749 shares; 2026Q2: 749 shares 749 $315K 0.14% 0 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: not reported; 2026Q2: 1,205 shares 1,205 $308K 0.14% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,652 shares; 2024Q4: 5,740 shares; 2025Q1: 1,080 shares; 2025Q2: 1,017 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 468 shares 468 $238K 0.11% 0 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,997 shares 4,997 $203K 0.09% new Timeline DRTSW ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $29.5K 0.01% 0 Timeline