DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 476,094 shares; 2025Q1: 504,021 shares; 2025Q2: 446,775 shares; 2025Q3: 442,614 shares; 2025Q4: 444,032 shares; 2026Q1: 458,919 shares; 2026Q2: 462,748 shares; 2026Q3: 468,685 shares 468,685 $18.4M 3.8% +5,937 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202,448 shares; 2025Q3: 215,386 shares; 2025Q4: 241,434 shares; 2026Q1: 294,172 shares; 2026Q2: 366,184 shares; 2026Q3: 828,959 shares 828,959 $18.3M 3.78% +462,775 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 504,584 shares; 2025Q1: 573,210 shares; 2025Q2: 572,480 shares; 2025Q3: 626,165 shares; 2025Q4: 711,318 shares; 2026Q1: 722,425 shares; 2026Q2: 728,056 shares; 2026Q3: 384,552 shares 384,552 $18.3M 3.78% -343,504 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 146,739 shares; 2025Q1: 164,140 shares; 2025Q2: 175,944 shares; 2025Q3: 177,791 shares; 2025Q4: 176,347 shares; 2026Q1: 183,143 shares; 2026Q2: 183,567 shares; 2026Q3: 187,163 shares 187,163 $16.9M 3.5% +3,596 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165,347 shares; 2025Q1: 154,367 shares; 2025Q2: 139,105 shares; 2025Q3: 118,896 shares; 2025Q4: 119,354 shares; 2026Q1: 116,507 shares; 2026Q2: 121,903 shares; 2026Q3: 348,740 shares 348,740 $16.1M 3.31% +226,837 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: 302,099 shares; 2025Q1: 314,031 shares; 2025Q2: 298,995 shares; 2025Q3: 316,556 shares; 2025Q4: 329,756 shares; 2026Q1: 345,299 shares; 2026Q2: 347,077 shares; 2026Q3: 543,732 shares 543,732 $16M 3.31% +196,655 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 149,201 shares; 2025Q1: 142,949 shares; 2025Q2: 117,654 shares; 2025Q3: 122,127 shares; 2025Q4: 123,468 shares; 2026Q1: 126,746 shares; 2026Q2: 129,219 shares; 2026Q3: 129,664 shares 129,664 $15.3M 3.15% +445 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: 236,501 shares; 2025Q1: 253,162 shares; 2025Q2: 253,445 shares; 2025Q3: 245,208 shares; 2025Q4: 264,541 shares; 2026Q1: 269,769 shares; 2026Q2: 274,401 shares; 2026Q3: 271,156 shares 271,156 $14.6M 3.01% -3,245 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145,123 shares; 2025Q1: 148,405 shares; 2025Q2: 139,297 shares; 2025Q3: 135,359 shares; 2025Q4: 134,701 shares; 2026Q1: 131,785 shares; 2026Q2: 131,501 shares; 2026Q3: 131,465 shares 131,465 $14.4M 2.97% -36 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; 2024Q4: 64,214 shares; 2025Q1: 66,481 shares; 2025Q2: 62,058 shares; 2025Q3: 62,975 shares; 2025Q4: 64,957 shares; 2026Q1: 64,166 shares; 2026Q2: 66,431 shares; 2026Q3: 64,920 shares 64,920 $14M 2.9% -1,511 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: 436,916 shares; 2025Q1: 454,491 shares; 2025Q2: 325,070 shares; 2025Q3: 329,897 shares; 2025Q4: 356,359 shares; 2026Q1: 374,608 shares; 2026Q2: 390,724 shares; 2026Q3: 382,799 shares 382,799 $13.4M 2.77% -7,925 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: 231,132 shares; 2025Q1: 235,929 shares; 2025Q2: 215,654 shares; 2025Q3: 213,889 shares; 2025Q4: 235,687 shares; 2026Q1: 245,840 shares; 2026Q2: 252,308 shares; 2026Q3: 254,481 shares 254,481 $12.7M 2.62% +2,173 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: 222,777 shares; 2025Q1: 222,040 shares; 2025Q2: 273,214 shares; 2025Q3: 278,792 shares; 2025Q4: 339,913 shares; 2026Q1: 365,247 shares; 2026Q2: 392,961 shares; 2026Q3: 402,400 shares 402,400 $12.7M 2.62% +9,439 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 217,743 shares; 2025Q1: 244,369 shares; 2025Q2: 226,502 shares; 2025Q3: 236,638 shares; 2025Q4: 261,907 shares; 2026Q1: 269,723 shares; 2026Q2: 284,278 shares; 2026Q3: 307,970 shares 307,970 $12.4M 2.55% +23,692 Timeline VIGI 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: 84,718 shares; 2025Q1: 91,922 shares; 2025Q2: 80,586 shares; 2025Q3: 83,438 shares; 2025Q4: 89,297 shares; 2026Q1: 96,002 shares; 2026Q2: 103,750 shares; 2026Q3: 106,142 shares 106,142 $10M 2.07% +2,392 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 192,205 shares; 2025Q1: 199,433 shares; 2025Q2: 218,808 shares; 2025Q3: 213,466 shares; 2025Q4: 217,485 shares; 2026Q1: 217,487 shares; 2026Q2: 221,000 shares; 2026Q3: 219,690 shares 219,690 $9.51M 1.96% -1,310 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,211 shares; 2025Q1: 91,373 shares; 2025Q2: 116,799 shares; 2025Q3: 110,198 shares; 2025Q4: 105,665 shares; 2026Q1: 103,999 shares; 2026Q2: 102,043 shares; 2026Q3: 100,010 shares 100,010 $9.4M 1.94% -2,033 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 197,507 shares; 2025Q1: 214,208 shares; 2025Q2: 249,247 shares; 2025Q3: 244,836 shares; 2025Q4: 235,737 shares; 2026Q1: 240,669 shares; 2026Q2: 248,919 shares; 2026Q3: 253,912 shares 253,912 $9.2M 1.9% +4,993 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: 13,361 shares; 2025Q1: 13,223 shares; 2025Q2: 13,138 shares; 2025Q3: 12,487 shares; 2025Q4: 13,054 shares; 2026Q1: 12,877 shares; 2026Q2: 12,432 shares; 2026Q3: 12,043 shares 12,043 $9.18M 1.9% -389 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: 55,000 shares; 2025Q1: 56,625 shares; 2025Q2: 46,240 shares; 2025Q3: 42,282 shares; 2025Q4: 42,282 shares; 2026Q1: 42,282 shares; 2026Q2: 53,297 shares; 2026Q3: 178,370 shares 178,370 $8.45M 1.74% +125,073 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: 15,376 shares; 2025Q1: 14,652 shares; 2025Q2: 14,536 shares; 2025Q3: 14,328 shares; 2025Q4: 13,420 shares; 2026Q1: 12,744 shares; 2026Q2: 12,613 shares; 2026Q3: 12,001 shares 12,001 $8.41M 1.74% -612 Timeline VBR 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: 38,394 shares; 2025Q1: 37,790 shares; 2025Q2: 38,475 shares; 2025Q3: 38,575 shares; 2025Q4: 36,745 shares; 2026Q1: 36,165 shares; 2026Q2: 35,395 shares; 2026Q3: 35,016 shares 35,016 $8.09M 1.67% -379 Timeline PFFD 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: 401,375 shares; 2025Q1: 502,065 shares; 2025Q2: 486,072 shares; 2025Q3: 500,480 shares; 2025Q4: 607,376 shares; 2026Q1: 697,288 shares; 2026Q2: 777,208 shares; 2026Q3: 452,478 shares 452,478 $7.96M 1.64% -324,730 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,722 shares; 2025Q1: 134,073 shares; 2025Q2: 205,044 shares; 2025Q3: 207,057 shares; 2025Q4: 203,465 shares; 2026Q1: 202,163 shares; 2026Q2: 204,738 shares; 2026Q3: 203,817 shares 203,817 $7.64M 1.58% -921 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,316 shares; 2025Q1: 50,864 shares; 2025Q2: 85,205 shares; 2025Q3: 92,520 shares; 2025Q4: 86,867 shares; 2026Q1: 105,096 shares; 2026Q2: 118,481 shares; 2026Q3: 139,349 shares 139,349 $6.89M 1.42% +20,868 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,508 shares; 2025Q1: 38,204 shares; 2025Q2: 97,661 shares; 2025Q3: 97,589 shares; 2025Q4: 92,926 shares; 2026Q1: 86,959 shares; 2026Q2: 85,628 shares; 2026Q3: 83,157 shares 83,157 $6.44M 1.33% -2,471 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: not reported; 2026Q2: not reported; 2026Q3: 275,957 shares 275,957 $5.91M 1.22% new Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,980 shares; 2025Q1: 110,231 shares; 2025Q2: 101,653 shares; 2025Q3: 103,319 shares; 2025Q4: 107,597 shares; 2026Q1: 119,334 shares; 2026Q2: 126,364 shares; 2026Q3: 129,105 shares 129,105 $5.73M 1.18% +2,741 Timeline VOE 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: 25,903 shares; 2025Q1: 25,131 shares; 2025Q2: 25,908 shares; 2025Q3: 26,422 shares; 2025Q4: 26,818 shares; 2026Q1: 27,867 shares; 2026Q2: 28,672 shares; 2026Q3: 29,044 shares 29,044 $5.68M 1.17% +372 Timeline TFI 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: 56,323 shares; 2025Q1: 60,690 shares; 2025Q2: 86,551 shares; 2025Q3: 95,922 shares; 2025Q4: 108,628 shares; 2026Q1: 113,121 shares; 2026Q2: 112,560 shares; 2026Q3: 132,159 shares 132,159 $5.65M 1.17% +19,599 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,799 shares; 2025Q1: 73,429 shares; 2025Q2: 74,641 shares; 2025Q3: 74,767 shares; 2025Q4: 70,153 shares; 2026Q1: 69,248 shares; 2026Q2: 69,553 shares; 2026Q3: 69,733 shares 69,733 $5.55M 1.15% +180 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,036 shares; 2025Q1: 87,867 shares; 2025Q2: 96,523 shares; 2025Q3: 101,243 shares; 2025Q4: 105,008 shares; 2026Q1: 109,128 shares; 2026Q2: 110,012 shares; 2026Q3: 113,466 shares 113,466 $4.56M 0.94% +3,454 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,596 shares; 2025Q1: 71,364 shares; 2025Q2: 70,922 shares; 2025Q3: 70,922 shares; 2025Q4: 66,814 shares; 2026Q1: 56,478 shares; 2026Q2: 56,454 shares; 2026Q3: 56,937 shares 56,937 $4.51M 0.93% +483 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: 15,305 shares; 2025Q1: 13,616 shares; 2025Q2: 12,606 shares; 2025Q3: 12,212 shares; 2025Q4: 12,696 shares; 2026Q1: 12,407 shares; 2026Q2: 12,144 shares; 2026Q3: 11,944 shares 11,944 $3.98M 0.82% -200 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: 60,891 shares; 2025Q1: 60,366 shares; 2025Q2: 60,326 shares; 2025Q3: 60,905 shares; 2025Q4: 60,661 shares; 2026Q1: 53,991 shares; 2026Q2: 54,731 shares; 2026Q3: 53,710 shares 53,710 $3.79M 0.78% -1,021 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: 94,214 shares; 2025Q1: 93,995 shares; 2025Q2: 95,852 shares; 2025Q3: 99,602 shares; 2025Q4: 107,995 shares; 2026Q1: 97,823 shares; 2026Q2: 109,149 shares; 2026Q3: 113,689 shares 113,689 $3.7M 0.76% +4,540 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,465 shares; 2025Q1: 83,085 shares; 2025Q2: 103,198 shares; 2025Q3: 104,094 shares; 2025Q4: 109,673 shares; 2026Q1: 111,943 shares; 2026Q2: 111,458 shares; 2026Q3: 120,373 shares 120,373 $3.1M 0.64% +8,915 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: 14,925 shares; 2025Q1: 11,469 shares; 2025Q2: 10,542 shares; 2025Q3: 10,427 shares; 2025Q4: 12,870 shares; 2026Q1: 13,338 shares; 2026Q2: 13,109 shares; 2026Q3: 13,007 shares 13,007 $2.97M 0.61% -102 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: 11,223 shares; 2025Q1: 9,133 shares; 2025Q2: 9,372 shares; 2025Q3: 8,999 shares; 2025Q4: 9,639 shares; 2026Q1: 9,011 shares; 2026Q2: 8,682 shares; 2026Q3: 8,621 shares 8,621 $2.97M 0.61% -61 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: 7,332 shares; 2025Q1: 6,706 shares; 2025Q2: 5,773 shares; 2025Q3: 5,664 shares; 2025Q4: 6,354 shares; 2026Q1: 6,305 shares; 2026Q2: 5,884 shares; 2026Q3: 5,687 shares 5,687 $2.92M 0.6% -197 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,564 shares; 2025Q1: 29,350 shares; 2025Q2: 50,565 shares; 2025Q3: 50,939 shares; 2025Q4: 54,202 shares; 2026Q1: 51,737 shares; 2026Q2: 50,807 shares; 2026Q3: 51,717 shares 51,717 $2.89M 0.6% +910 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,065 shares; 2025Q1: 37,512 shares; 2025Q2: 34,399 shares; 2025Q3: 34,399 shares; 2025Q4: 34,581 shares; 2026Q1: 30,476 shares; 2026Q2: 29,800 shares; 2026Q3: 29,800 shares 29,800 $2.83M 0.58% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,841 shares; 2025Q1: 29,941 shares; 2025Q2: 29,968 shares; 2025Q3: 29,968 shares; 2025Q4: 28,360 shares; 2026Q1: 28,030 shares; 2026Q2: 27,953 shares; 2026Q3: 27,553 shares 27,553 $2.81M 0.58% -400 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,601 shares; 2025Q1: 17,491 shares; 2025Q2: 17,352 shares; 2025Q3: 17,630 shares; 2025Q4: 17,194 shares; 2026Q1: 16,644 shares; 2026Q2: 16,828 shares; 2026Q3: 17,323 shares 17,323 $2.69M 0.56% +495 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: 27,375 shares; 2025Q1: 28,648 shares; 2025Q2: 29,585 shares; 2025Q3: 31,937 shares; 2025Q4: 32,171 shares; 2026Q1: 32,299 shares; 2026Q2: 32,540 shares; 2026Q3: 31,607 shares 31,607 $2.69M 0.55% -933 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: 72,256 shares; 2025Q1: 68,201 shares; 2025Q2: 68,516 shares; 2025Q3: 66,791 shares; 2025Q4: 69,098 shares; 2026Q1: 57,787 shares; 2026Q2: 59,387 shares; 2026Q3: 60,879 shares 60,879 $2.55M 0.53% +1,492 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: 3,849 shares; 2025Q1: 3,724 shares; 2025Q2: 3,509 shares; 2025Q3: 3,509 shares; 2025Q4: 3,165 shares; 2026Q1: 3,089 shares; 2026Q2: 3,089 shares; 2026Q3: 3,123 shares 3,123 $2.39M 0.49% +34 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: 46,593 shares; 2025Q1: 42,493 shares; 2025Q2: 42,467 shares; 2025Q3: 42,467 shares; 2025Q4: 28,086 shares; 2026Q1: 25,483 shares; 2026Q2: 25,473 shares; 2026Q3: 24,189 shares 24,189 $2.34M 0.48% -1,284 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,233 shares; 2025Q1: 33,833 shares; 2025Q2: 32,633 shares; 2025Q3: 32,633 shares; 2025Q4: 27,743 shares; 2026Q1: 25,813 shares; 2026Q2: 25,622 shares; 2026Q3: 25,472 shares 25,472 $2.3M 0.47% -150 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,385 shares; 2025Q1: 3,377 shares; 2025Q2: 3,377 shares; 2025Q3: 3,311 shares; 2025Q4: 9,933 shares; 2026Q1: 7,106 shares; 2026Q2: 6,984 shares; 2026Q3: 6,899 shares 6,899 $2.25M 0.46% -85 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: 8,595 shares; 2025Q1: 10,960 shares; 2025Q2: 13,199 shares; 2025Q3: 12,969 shares; 2025Q4: 14,555 shares; 2026Q1: 13,790 shares; 2026Q2: 67,650 shares; 2026Q3: 72,365 shares 72,365 $2.02M 0.42% +4,715 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: 7,822 shares; 2025Q1: 7,534 shares; 2025Q2: 7,405 shares; 2025Q3: 7,391 shares; 2025Q4: 6,699 shares; 2026Q1: 6,665 shares; 2026Q2: 6,967 shares; 2026Q3: 7,008 shares 7,008 $1.99M 0.41% +41 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: 16,950 shares; 2025Q1: 16,414 shares; 2025Q2: 16,780 shares; 2025Q3: 17,876 shares; 2025Q4: 19,944 shares; 2026Q1: 20,995 shares; 2026Q2: 21,645 shares; 2026Q3: 21,449 shares 21,449 $1.98M 0.41% -196 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: 10,573 shares; 2025Q1: 10,672 shares; 2025Q2: 10,673 shares; 2025Q3: 11,104 shares; 2025Q4: 11,135 shares; 2026Q1: 8,341 shares; 2026Q2: 8,458 shares; 2026Q3: 8,467 shares 8,467 $1.98M 0.41% +9 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: 12,362 shares; 2025Q1: 8,861 shares; 2025Q2: 16,020 shares; 2025Q3: 16,463 shares; 2025Q4: 15,476 shares; 2026Q1: 14,361 shares; 2026Q2: 18,586 shares; 2026Q3: 18,899 shares 18,899 $1.91M 0.39% +313 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: 8,847 shares; 2025Q1: 7,933 shares; 2025Q2: 7,210 shares; 2025Q3: 7,120 shares; 2025Q4: 7,840 shares; 2026Q1: 7,927 shares; 2026Q2: 7,762 shares; 2026Q3: 7,579 shares 7,579 $1.89M 0.39% -183 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: 67,307 shares; 2025Q1: 61,535 shares; 2025Q2: 60,846 shares; 2025Q3: 60,599 shares; 2025Q4: 57,754 shares; 2026Q1: 56,773 shares; 2026Q2: 55,883 shares; 2026Q3: 55,287 shares 55,287 $1.88M 0.39% -596 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,975 shares; 2025Q1: 10,789 shares; 2025Q2: 11,657 shares; 2025Q3: 13,755 shares; 2025Q4: 15,270 shares; 2026Q1: 12,831 shares; 2026Q2: 11,657 shares; 2026Q3: 33,548 shares 33,548 $1.64M 0.34% +21,891 Timeline MDYV 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: 16,491 shares; 2025Q1: 18,495 shares; 2025Q2: 18,315 shares; 2025Q3: 17,315 shares; 2025Q4: 18,139 shares; 2026Q1: 18,346 shares; 2026Q2: 18,330 shares; 2026Q3: 17,931 shares 17,931 $1.59M 0.33% -399 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,830 shares; 2025Q1: 104,170 shares; 2025Q2: 142,380 shares; 2025Q3: 161,280 shares; 2025Q4: 156,830 shares; 2026Q1: 152,507 shares; 2026Q2: 157,200 shares; 2026Q3: 161,254 shares 161,254 $1.52M 0.31% +4,054 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,690 shares; 2025Q1: 16,847 shares; 2025Q2: 15,760 shares; 2025Q3: 15,492 shares; 2025Q4: 11,585 shares; 2026Q1: 11,236 shares; 2026Q2: 11,236 shares; 2026Q3: 11,290 shares 11,290 $1.45M 0.3% +54 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,293 shares; 2025Q1: 32,293 shares; 2025Q2: 32,293 shares; 2025Q3: 32,293 shares; 2025Q4: 32,293 shares; 2026Q1: 32,293 shares; 2026Q2: 32,293 shares; 2026Q3: 32,293 shares 32,293 $1.44M 0.3% 0 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: 2,588 shares; 2025Q1: 2,563 shares; 2025Q2: 2,388 shares; 2025Q3: 2,388 shares; 2025Q4: 2,388 shares; 2026Q1: 2,263 shares; 2026Q2: 15,375 shares; 2026Q3: 15,375 shares 15,375 $1.39M 0.29% 0 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: 15,940 shares; 2025Q1: 15,940 shares; 2025Q2: 15,968 shares; 2025Q3: 15,970 shares; 2025Q4: 15,968 shares; 2026Q1: 15,968 shares; 2026Q2: 15,802 shares; 2026Q3: 15,777 shares 15,777 $1.37M 0.28% -25 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,754 shares; 2025Q1: 31,627 shares; 2025Q2: 31,627 shares; 2025Q3: 31,517 shares; 2025Q4: 31,517 shares; 2026Q1: 31,417 shares; 2026Q2: 31,467 shares; 2026Q3: 31,467 shares 31,467 $1.33M 0.27% 0 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: 5,272 shares; 2025Q1: 5,139 shares; 2025Q2: 5,296 shares; 2025Q3: 5,181 shares; 2025Q4: 5,249 shares; 2026Q1: 3,549 shares; 2026Q2: 3,431 shares; 2026Q3: 3,301 shares 3,301 $1.28M 0.26% -130 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: 17,014 shares; 2025Q1: 14,615 shares; 2025Q2: 14,515 shares; 2025Q3: 14,535 shares; 2025Q4: 13,152 shares; 2026Q1: 11,857 shares; 2026Q2: 12,238 shares; 2026Q3: 12,388 shares 12,388 $1.25M 0.26% +150 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,402 shares; 2025Q4: 1,376 shares; 2026Q1: 1,356 shares; 2026Q2: 1,255 shares; 2026Q3: 1,167 shares 1,167 $1.24M 0.26% -88 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: 4,357 shares; 2025Q1: 4,309 shares; 2025Q2: 4,309 shares; 2025Q3: 4,309 shares; 2025Q4: 4,309 shares; 2026Q1: 4,309 shares; 2026Q2: 4,310 shares; 2026Q3: 4,330 shares 4,330 $1.2M 0.25% +20 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: 42,256 shares; 2025Q1: 40,398 shares; 2025Q2: 40,824 shares; 2025Q3: 40,576 shares; 2025Q4: 39,828 shares; 2026Q1: 39,343 shares; 2026Q2: 35,963 shares; 2026Q3: 36,762 shares 36,762 $1.2M 0.25% +799 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: 17,917 shares; 2025Q1: 17,665 shares; 2025Q2: 17,649 shares; 2025Q3: 17,065 shares; 2025Q4: 17,599 shares; 2026Q1: 16,948 shares; 2026Q2: 16,892 shares; 2026Q3: 15,998 shares 15,998 $1.15M 0.24% -894 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: 6,335 shares; 2025Q1: 5,897 shares; 2025Q2: 5,594 shares; 2025Q3: 5,556 shares; 2025Q4: 5,422 shares; 2026Q1: 4,672 shares; 2026Q2: 4,506 shares; 2026Q3: 4,360 shares 4,360 $1.14M 0.24% -146 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: 1,369 shares; 2025Q1: 1,084 shares; 2025Q2: 1,059 shares; 2025Q3: 978 shares; 2025Q4: 999 shares; 2026Q1: 1,028 shares; 2026Q2: 975 shares; 2026Q3: 966 shares 966 $1.12M 0.23% -9 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,952 shares; 2025Q1: 16,055 shares; 2025Q2: 25,728 shares; 2025Q3: 32,186 shares; 2025Q4: 26,929 shares; 2026Q1: 23,704 shares; 2026Q2: 21,511 shares; 2026Q3: 21,441 shares 21,441 $1.1M 0.23% -70 Timeline VOT 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: 5,213 shares; 2025Q1: 5,032 shares; 2025Q2: 4,614 shares; 2025Q3: 4,922 shares; 2025Q4: 4,556 shares; 2026Q1: 3,441 shares; 2026Q2: 3,551 shares; 2026Q3: 3,602 shares 3,602 $1.05M 0.22% +51 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: 3,387 shares; 2025Q1: 3,373 shares; 2025Q2: 3,289 shares; 2025Q3: 3,130 shares; 2025Q4: 3,251 shares; 2026Q1: 3,287 shares; 2026Q2: 13,268 shares; 2026Q3: 13,405 shares 13,405 $1.05M 0.22% +137 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,328 shares; 2025Q1: 13,328 shares; 2025Q2: 13,093 shares; 2025Q3: 13,093 shares; 2025Q4: 13,093 shares; 2026Q1: 9,593 shares; 2026Q2: 9,193 shares; 2026Q3: 9,193 shares 9,193 $1.01M 0.21% 0 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: 4,195 shares; 2025Q1: 3,929 shares; 2025Q2: 3,431 shares; 2025Q3: 3,307 shares; 2025Q4: 3,339 shares; 2026Q1: 3,180 shares; 2026Q2: 3,030 shares; 2026Q3: 2,957 shares 2,957 $978K 0.2% -73 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,255 shares; 2025Q1: 8,255 shares; 2025Q2: 8,255 shares; 2025Q3: 8,255 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares; 2026Q2: 8,049 shares; 2026Q3: 8,110 shares 8,110 $972K 0.2% +61 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II 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: 38,689 shares; 2026Q3: 38,584 shares 38,584 $958K 0.2% -105 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,621 shares; 2025Q1: 21,006 shares; 2025Q2: 20,824 shares; 2025Q3: 20,874 shares; 2025Q4: 23,655 shares; 2026Q1: 23,301 shares; 2026Q2: 23,319 shares; 2026Q3: 23,122 shares 23,122 $958K 0.2% -197 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: 7,456 shares; 2025Q1: 7,122 shares; 2025Q2: 5,797 shares; 2025Q3: 5,797 shares; 2025Q4: 3,790 shares; 2026Q1: 3,548 shares; 2026Q2: 3,751 shares; 2026Q3: 3,751 shares 3,751 $930K 0.19% 0 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,183 shares; 2025Q3: 25,113 shares; 2025Q4: 37,534 shares; 2026Q1: 44,458 shares; 2026Q2: 35,488 shares; 2026Q3: 23,150 shares 23,150 $928K 0.19% -12,338 Timeline SCHK 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: 32,624 shares; 2025Q1: 27,510 shares; 2025Q2: 22,650 shares; 2025Q3: 21,621 shares; 2025Q4: 25,702 shares; 2026Q1: 28,571 shares; 2026Q2: 24,176 shares; 2026Q3: 24,196 shares 24,196 $887K 0.18% +20 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: 4,018 shares; 2025Q1: 3,946 shares; 2025Q2: 3,266 shares; 2025Q3: 2,985 shares; 2025Q4: 2,592 shares; 2026Q1: 2,702 shares; 2026Q2: 2,670 shares; 2026Q3: 2,572 shares 2,572 $877K 0.18% -98 Timeline VIS 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: 4,080 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,230 shares; 2025Q4: 3,129 shares; 2026Q1: 2,829 shares; 2026Q2: 2,729 shares; 2026Q3: 2,721 shares 2,721 $872K 0.18% -8 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: 5,256 shares; 2025Q1: 4,228 shares; 2025Q2: 4,926 shares; 2025Q3: 4,898 shares; 2025Q4: 4,735 shares; 2026Q1: 4,218 shares; 2026Q2: 4,755 shares; 2026Q3: 4,267 shares 4,267 $871K 0.18% -488 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: 8,236 shares; 2025Q1: 8,236 shares; 2025Q2: 8,236 shares; 2025Q3: 8,236 shares; 2025Q4: 8,236 shares; 2026Q1: 8,236 shares; 2026Q2: 8,011 shares; 2026Q3: 8,089 shares 8,089 $840K 0.17% +78 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: 3,519 shares; 2025Q1: 3,144 shares; 2025Q2: 3,144 shares; 2025Q3: 5,045 shares; 2025Q4: 6,355 shares; 2026Q1: 6,265 shares; 2026Q2: 6,265 shares; 2026Q3: 6,134 shares 6,134 $834K 0.17% -131 Timeline RSP 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: 5,688 shares; 2025Q1: 11,462 shares; 2025Q2: 6,012 shares; 2025Q3: 6,097 shares; 2025Q4: 4,324 shares; 2026Q1: 4,133 shares; 2026Q2: 4,133 shares; 2026Q3: 3,850 shares 3,850 $801K 0.17% -283 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: 15,300 shares; 2025Q1: 12,216 shares; 2025Q2: 14,678 shares; 2025Q3: 16,352 shares; 2025Q4: 16,122 shares; 2026Q1: 15,730 shares; 2026Q2: 15,470 shares; 2026Q3: 16,021 shares 16,021 $797K 0.16% +551 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: 2,332 shares; 2025Q1: 2,230 shares; 2025Q2: 1,779 shares; 2025Q3: 1,667 shares; 2025Q4: 1,610 shares; 2026Q1: 1,566 shares; 2026Q2: 1,541 shares; 2026Q3: 1,415 shares 1,415 $780K 0.16% -126 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,867 shares; 2025Q1: 13,867 shares; 2025Q2: 13,867 shares; 2025Q3: 13,867 shares; 2025Q4: 13,867 shares; 2026Q1: 13,867 shares; 2026Q2: 13,867 shares; 2026Q3: 13,867 shares 13,867 $763K 0.16% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,091 shares; 2025Q1: 872 shares; 2025Q2: 882 shares; 2025Q3: 866 shares; 2025Q4: 847 shares; 2026Q1: 805 shares; 2026Q2: 759 shares; 2026Q3: 757 shares 757 $758K 0.16% -2 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: 18,171 shares; 2025Q1: 17,851 shares; 2025Q2: 17,544 shares; 2025Q3: 17,544 shares; 2025Q4: 17,701 shares; 2026Q1: 11,500 shares; 2026Q2: 12,320 shares; 2026Q3: 12,488 shares 12,488 $741K 0.15% +168 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: not reported; 2026Q1: 15,723 shares; 2026Q2: 19,247 shares; 2026Q3: 19,247 shares 19,247 $724K 0.15% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,350 shares; 2025Q1: 2,750 shares; 2025Q2: 3,081 shares; 2025Q3: 2,924 shares; 2025Q4: 3,394 shares; 2026Q1: 1,723 shares; 2026Q2: 1,280 shares; 2026Q3: 1,299 shares 1,299 $699K 0.14% +19 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 4,807 shares; 2026Q1: 7,105 shares; 2026Q2: 8,113 shares; 2026Q3: 6,313 shares 6,313 $697K 0.14% -1,800 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: 9,090 shares; 2025Q1: 9,090 shares; 2025Q2: 9,215 shares; 2025Q3: 9,510 shares; 2025Q4: 8,960 shares; 2026Q1: 8,460 shares; 2026Q2: 8,335 shares; 2026Q3: 8,335 shares 8,335 $692K 0.14% 0 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: 5,004 shares; 2025Q1: 4,111 shares; 2025Q2: 4,599 shares; 2025Q3: 4,381 shares; 2025Q4: 4,181 shares; 2026Q1: 4,046 shares; 2026Q2: 3,496 shares; 2026Q3: 3,453 shares 3,453 $669K 0.14% -43 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,358 shares; 2025Q1: 30,358 shares; 2025Q2: 30,408 shares; 2025Q3: 30,408 shares; 2025Q4: 29,527 shares; 2026Q1: 29,527 shares; 2026Q2: 29,527 shares; 2026Q3: 29,495 shares 29,495 $653K 0.13% -32 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: 886 shares; 2025Q1: 752 shares; 2025Q2: 736 shares; 2025Q3: 723 shares; 2025Q4: 718 shares; 2026Q1: 740 shares; 2026Q2: 728 shares; 2026Q3: 717 shares 717 $653K 0.13% -11 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,228 shares; 2025Q1: 18,182 shares; 2025Q2: 18,551 shares; 2025Q3: 18,776 shares; 2025Q4: 22,095 shares; 2026Q1: 22,333 shares; 2026Q2: 22,863 shares; 2026Q3: 23,170 shares 23,170 $627K 0.13% +307 Timeline VCIT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,177 shares; 2026Q3: 7,758 shares 7,758 $608K 0.13% -2,419 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: 652 shares; 2025Q1: 550 shares; 2025Q2: 629 shares; 2025Q3: 625 shares; 2025Q4: 623 shares; 2026Q1: 623 shares; 2026Q2: 4,704 shares; 2026Q3: 4,829 shares 4,829 $607K 0.13% +125 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,669 shares; 2025Q1: 8,669 shares; 2025Q2: 8,669 shares; 2025Q3: 8,669 shares; 2025Q4: 8,669 shares; 2026Q1: 8,669 shares; 2026Q2: 8,669 shares; 2026Q3: 8,803 shares 8,803 $588K 0.12% +134 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: 2,717 shares; 2025Q1: 2,475 shares; 2025Q2: 2,512 shares; 2025Q3: 2,449 shares; 2025Q4: 2,541 shares; 2026Q1: 2,421 shares; 2026Q2: 2,238 shares; 2026Q3: 2,190 shares 2,190 $580K 0.12% -48 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: 1,571 shares; 2025Q1: 1,514 shares; 2025Q2: 1,505 shares; 2025Q3: 1,291 shares; 2025Q4: 1,307 shares; 2026Q1: 1,289 shares; 2026Q2: 1,268 shares; 2026Q3: 1,154 shares 1,154 $575K 0.12% -114 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: 1,005 shares; 2025Q1: 817 shares; 2025Q2: 815 shares; 2025Q3: 794 shares; 2025Q4: 793 shares; 2026Q1: 760 shares; 2026Q2: 760 shares; 2026Q3: 760 shares 760 $562K 0.12% 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: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $561K 0.12% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,550 shares; 2025Q1: not reported; 2025Q2: 10,800 shares; 2025Q3: 18,770 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,828 shares 10,828 $547K 0.11% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,490 shares; 2025Q1: 26,690 shares; 2025Q2: 26,690 shares; 2025Q3: 26,690 shares; 2025Q4: 26,005 shares; 2026Q1: 15,916 shares; 2026Q2: 17,171 shares; 2026Q3: 19,649 shares 19,649 $540K 0.11% +2,478 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II 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: 22,223 shares; 2026Q3: 22,207 shares 22,207 $523K 0.11% -16 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,697 shares; 2025Q1: 12,498 shares; 2025Q2: 12,871 shares; 2025Q3: 12,846 shares; 2025Q4: 10,750 shares; 2026Q1: 11,068 shares; 2026Q2: 9,818 shares; 2026Q3: 9,283 shares 9,283 $518K 0.11% -535 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: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,018 shares; 2025Q3: 790 shares; 2025Q4: 916 shares; 2026Q1: 916 shares; 2026Q2: 4,136 shares; 2026Q3: 4,136 shares 4,136 $518K 0.11% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,078 shares; 2025Q1: 12,078 shares; 2025Q2: 12,078 shares; 2025Q3: 12,078 shares; 2025Q4: 12,078 shares; 2026Q1: 12,078 shares; 2026Q2: 12,078 shares; 2026Q3: 12,078 shares 12,078 $518K 0.11% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,623 shares; 2026Q2: 2,609 shares; 2026Q3: 3,057 shares 3,057 $508K 0.1% +448 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: 2,019 shares; 2025Q1: 1,918 shares; 2025Q2: 1,782 shares; 2025Q3: 1,704 shares; 2025Q4: 1,659 shares; 2026Q1: 1,558 shares; 2026Q2: 1,474 shares; 2026Q3: 1,410 shares 1,410 $507K 0.1% -64 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,967 shares; 2025Q1: 5,967 shares; 2025Q2: 5,967 shares; 2025Q3: 5,967 shares; 2025Q4: 5,742 shares; 2026Q1: 5,742 shares; 2026Q2: 5,742 shares; 2026Q3: 5,190 shares 5,190 $506K 0.1% -552 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: 76,148 shares; 2025Q1: 64,804 shares; 2025Q2: 76,129 shares; 2025Q3: 76,801 shares; 2025Q4: 84,297 shares; 2026Q1: 79,316 shares; 2026Q2: 56,305 shares; 2026Q3: 16,928 shares 16,928 $482K 0.1% -39,377 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: 3,010 shares; 2025Q1: 2,259 shares; 2025Q2: 1,910 shares; 2025Q3: 1,887 shares; 2025Q4: 2,236 shares; 2026Q1: 1,415 shares; 2026Q2: 1,356 shares; 2026Q3: 1,360 shares 1,360 $478K 0.1% +4 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,570 shares; 2026Q1: 6,570 shares; 2026Q2: 6,570 shares; 2026Q3: 4,321 shares 4,321 $452K 0.09% -2,249 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: 610 shares; 2025Q1: 602 shares; 2025Q2: 560 shares; 2025Q3: 552 shares; 2025Q4: 661 shares; 2026Q1: 718 shares; 2026Q2: 626 shares; 2026Q3: 616 shares 616 $447K 0.09% -10 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: 903 shares; 2025Q1: 868 shares; 2025Q2: 854 shares; 2025Q3: 810 shares; 2025Q4: 756 shares; 2026Q1: 720 shares; 2026Q2: 693 shares; 2026Q3: 665 shares 665 $447K 0.09% -28 Timeline SCHV 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: 7,813 shares; 2025Q3: 8,163 shares; 2025Q4: 8,163 shares; 2026Q1: 8,163 shares; 2026Q2: 13,137 shares; 2026Q3: 13,283 shares 13,283 $442K 0.09% +146 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: 2,113 shares; 2025Q1: 1,836 shares; 2025Q2: 1,873 shares; 2025Q3: 1,777 shares; 2025Q4: 1,692 shares; 2026Q1: 1,761 shares; 2026Q2: 1,585 shares; 2026Q3: 1,530 shares 1,530 $435K 0.09% -55 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: 5,682 shares; 2025Q1: 5,333 shares; 2025Q2: 5,553 shares; 2025Q3: 5,516 shares; 2025Q4: 5,716 shares; 2026Q1: 4,165 shares; 2026Q2: 4,090 shares; 2026Q3: 4,072 shares 4,072 $423K 0.09% -18 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,058 shares; 2026Q2: 3,836 shares; 2026Q3: 3,866 shares 3,866 $413K 0.09% +30 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: 3,974 shares; 2025Q1: 3,665 shares; 2025Q2: 3,618 shares; 2025Q3: 3,291 shares; 2025Q4: 3,146 shares; 2026Q1: 3,007 shares; 2026Q2: 2,774 shares; 2026Q3: 2,766 shares 2,766 $402K 0.08% -8 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; 2024Q4: 2,296 shares; 2025Q1: 2,196 shares; 2025Q2: 2,700 shares; 2025Q3: 2,752 shares; 2025Q4: 2,851 shares; 2026Q1: 2,558 shares; 2026Q2: 2,453 shares; 2026Q3: 2,441 shares 2,441 $397K 0.08% -12 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,713 shares; 2025Q1: 4,713 shares; 2025Q2: 4,713 shares; 2025Q3: 4,713 shares; 2025Q4: 4,713 shares; 2026Q1: 4,713 shares; 2026Q2: 4,713 shares; 2026Q3: 4,713 shares 4,713 $393K 0.08% 0 Timeline VHT 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: 2,775 shares; 2025Q1: 2,180 shares; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 1,704 shares; 2026Q1: 1,304 shares; 2026Q2: 1,271 shares; 2026Q3: 1,233 shares 1,233 $390K 0.08% -38 Timeline VTWO 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: 4,062 shares; 2025Q1: 4,062 shares; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares; 2026Q1: 4,050 shares; 2026Q2: 3,450 shares; 2026Q3: 3,450 shares 3,450 $387K 0.08% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,658 shares; 2025Q1: 6,058 shares; 2025Q2: 6,058 shares; 2025Q3: 6,058 shares; 2025Q4: 5,658 shares; 2026Q1: 5,658 shares; 2026Q2: 5,658 shares; 2026Q3: 5,658 shares 5,658 $376K 0.08% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,638 shares; 2025Q4: 1,538 shares; 2026Q1: 1,344 shares; 2026Q2: 1,299 shares; 2026Q3: 1,115 shares 1,115 $366K 0.08% -184 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: 5,152 shares; 2025Q1: 5,152 shares; 2025Q2: 4,852 shares; 2025Q3: 4,821 shares; 2025Q4: 4,808 shares; 2026Q1: 4,477 shares; 2026Q2: 4,299 shares; 2026Q3: 4,264 shares 4,264 $360K 0.07% -35 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,025 shares; 2025Q1: 926 shares; 2025Q2: 897 shares; 2025Q3: 856 shares; 2025Q4: 840 shares; 2026Q1: 860 shares; 2026Q2: 823 shares; 2026Q3: 787 shares 787 $356K 0.07% -36 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: 1,737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 577 shares; 2026Q3: 577 shares 577 $353K 0.07% 0 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: 10,466 shares; 2025Q1: 10,451 shares; 2025Q2: 10,055 shares; 2025Q3: 9,218 shares; 2025Q4: 8,992 shares; 2026Q1: 8,327 shares; 2026Q2: 7,475 shares; 2026Q3: 7,411 shares 7,411 $345K 0.07% -64 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,513 shares; 2025Q1: 2,381 shares; 2025Q2: 2,242 shares; 2025Q3: 2,041 shares; 2025Q4: 1,937 shares; 2026Q1: 922 shares; 2026Q2: 874 shares; 2026Q3: 792 shares 792 $340K 0.07% -82 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: 15,720 shares; 2025Q1: 15,720 shares; 2025Q2: 10,660 shares; 2025Q3: 10,235 shares; 2025Q4: 9,890 shares; 2026Q1: 9,590 shares; 2026Q2: 9,425 shares; 2026Q3: 10,896 shares 10,896 $327K 0.07% +1,471 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,625 shares; 2025Q1: 1,551 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,771 shares; 2026Q1: 1,602 shares; 2026Q2: 1,502 shares; 2026Q3: 1,472 shares 1,472 $320K 0.07% -30 Timeline VOX 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: 3,235 shares; 2025Q1: 3,135 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 2,278 shares; 2026Q1: 1,778 shares; 2026Q2: 1,678 shares; 2026Q3: 1,678 shares 1,678 $320K 0.07% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,301 shares; 2025Q4: 7,937 shares; 2026Q1: 4,268 shares; 2026Q2: not reported; 2026Q3: 6,837 shares 6,837 $315K 0.07% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,888 shares; 2025Q3: 2,888 shares; 2025Q4: 2,888 shares; 2026Q1: 2,062 shares; 2026Q2: 2,124 shares; 2026Q3: 1,954 shares 1,954 $309K 0.06% -170 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: not reported; 2025Q2: 1,493 shares; 2025Q3: 1,570 shares; 2025Q4: 1,618 shares; 2026Q1: 1,666 shares; 2026Q2: 1,669 shares; 2026Q3: 1,615 shares 1,615 $300K 0.06% -54 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,445 shares; 2026Q3: 1,449 shares 1,449 $295K 0.06% +4 Timeline VAW 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: 1,981 shares; 2025Q1: 1,681 shares; 2025Q2: 1,531 shares; 2025Q3: 1,441 shares; 2025Q4: 1,295 shares; 2026Q1: 1,295 shares; 2026Q2: 1,295 shares; 2026Q3: 1,295 shares 1,295 $283K 0.06% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,437 shares; 2025Q1: 6,971 shares; 2025Q2: 5,493 shares; 2025Q3: 5,377 shares; 2025Q4: 5,544 shares; 2026Q1: 5,196 shares; 2026Q2: 5,091 shares; 2026Q3: 4,859 shares 4,859 $264K 0.05% -232 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,525 shares; 2025Q1: 1,378 shares; 2025Q2: 1,401 shares; 2025Q3: 1,379 shares; 2025Q4: 1,220 shares; 2026Q1: 1,192 shares; 2026Q2: 1,165 shares; 2026Q3: 1,168 shares 1,168 $260K 0.05% +3 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,493 shares; 2025Q1: 10,494 shares; 2025Q2: 10,495 shares; 2025Q3: 9,470 shares; 2025Q4: 9,471 shares; 2026Q1: 9,171 shares; 2026Q2: 9,172 shares; 2026Q3: 8,349 shares 8,349 $256K 0.05% -823 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: not reported; 2025Q1: not reported; 2025Q2: 7,342 shares; 2025Q3: 7,342 shares; 2025Q4: 7,232 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,091 shares 7,091 $255K 0.05% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,320 shares; 2025Q2: 7,277 shares; 2025Q3: 7,192 shares; 2025Q4: 6,847 shares; 2026Q1: 6,174 shares; 2026Q2: 6,173 shares; 2026Q3: 6,213 shares 6,213 $246K 0.05% +40 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: 1,668 shares; 2026Q2: 1,418 shares; 2026Q3: 1,418 shares 1,418 $244K 0.05% 0 Timeline KLAC KLA CORP More: the full row for KLA 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: 1,211 shares; 2026Q3: 1,249 shares 1,249 $243K 0.05% +38 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; 2024Q4: 523 shares; 2025Q1: 502 shares; 2025Q2: 504 shares; 2025Q3: 527 shares; 2025Q4: 503 shares; 2026Q1: 490 shares; 2026Q2: 462 shares; 2026Q3: 462 shares 462 $235K 0.05% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares; 2026Q3: 509 shares 509 $232K 0.05% -16 Timeline XLE 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: 5,720 shares; 2025Q1: 4,125 shares; 2025Q2: 2,410 shares; 2025Q3: 2,524 shares; 2025Q4: 4,798 shares; 2026Q1: 4,298 shares; 2026Q2: not reported; 2026Q3: 3,758 shares 3,758 $231K 0.05% new Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 1,287 shares 1,287 $230K 0.05% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 203,410 shares; 2025Q1: 244,899 shares; 2025Q2: 329,478 shares; 2025Q3: 676,587 shares; 2025Q4: 735,538 shares; 2026Q1: 759,334 shares; 2026Q2: 666,309 shares; 2026Q3: 9,216 shares 9,216 $210K 0.04% -657,093 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE 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: 15,161 shares; 2026Q2: 17,194 shares; 2026Q3: 17,194 shares 17,194 $109K 0.02% 0 Timeline DOUG DOUGLAS ELLIMAN INC More: the full row for DOUGLAS ELLIMAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares; 2026Q3: 16,000 shares 16,000 $24.3K 0.01% 0 Timeline