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; 2024Q3: 110,536 shares; 2024Q4: 114,957 shares; 2025Q1: 123,754 shares; 2025Q2: 143,646 shares; 2025Q3: 148,539 shares; 2025Q4: 154,860 shares; 2026Q1: 162,642 shares; 2026Q2: 1,389,983 shares 1,389,983 $166M 19.06% +1,227,341 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,600 shares; 2024Q4: 142,837 shares; 2025Q1: 151,113 shares; 2025Q2: 165,940 shares; 2025Q3: 170,589 shares; 2025Q4: 176,110 shares; 2026Q1: 180,665 shares; 2026Q2: 189,291 shares 189,291 $130M 14.92% +8,626 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 843,781 shares; 2024Q4: 2,720,223 shares; 2025Q1: 2,963,018 shares; 2025Q2: 3,194,802 shares; 2025Q3: 3,386,531 shares; 2025Q4: 3,648,642 shares; 2026Q1: 3,869,236 shares; 2026Q2: 3,894,102 shares 3,894,102 $113M 12.94% +24,866 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452,525 shares; 2024Q4: 457,863 shares; 2025Q1: 458,746 shares; 2025Q2: 458,668 shares; 2025Q3: 452,274 shares; 2025Q4: 451,143 shares; 2026Q1: 448,969 shares; 2026Q2: 440,884 shares 440,884 $99.4M 11.41% -8,085 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; 2024Q3: 134,371 shares; 2024Q4: 133,851 shares; 2025Q1: 134,487 shares; 2025Q2: 135,898 shares; 2025Q3: 138,744 shares; 2025Q4: 142,119 shares; 2026Q1: 142,342 shares; 2026Q2: 148,597 shares 148,597 $53.6M 6.14% +6,255 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: 120,044 shares; 2024Q4: 120,739 shares; 2025Q1: 118,522 shares; 2025Q2: 116,166 shares; 2025Q3: 111,878 shares; 2025Q4: 107,376 shares; 2026Q1: 103,907 shares; 2026Q2: 107,616 shares 107,616 $39.8M 4.57% +3,709 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,488 shares; 2024Q4: 110,912 shares; 2025Q1: 113,284 shares; 2025Q2: 114,631 shares; 2025Q3: 115,834 shares; 2025Q4: 116,071 shares; 2026Q1: 117,027 shares; 2026Q2: 115,105 shares 115,105 $27.2M 3.13% -1,922 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,775 shares; 2024Q4: 199,024 shares; 2025Q1: 214,171 shares; 2025Q2: 239,860 shares; 2025Q3: 259,569 shares; 2025Q4: 324,473 shares; 2026Q1: 581,951 shares; 2026Q2: 707,307 shares 707,307 $23.9M 2.75% +125,356 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,282 shares; 2024Q4: 262,072 shares; 2025Q1: 259,065 shares; 2025Q2: 254,592 shares; 2025Q3: 250,196 shares; 2025Q4: 244,986 shares; 2026Q1: 240,018 shares; 2026Q2: 237,330 shares 237,330 $21.5M 2.47% -2,688 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; 2024Q3: 130,270 shares; 2024Q4: 142,342 shares; 2025Q1: 154,432 shares; 2025Q2: 167,858 shares; 2025Q3: 178,266 shares; 2025Q4: 193,337 shares; 2026Q1: 211,094 shares; 2026Q2: 208,540 shares 208,540 $19.5M 2.23% -2,554 Timeline FSTA 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: 162,975 shares; 2024Q4: 177,042 shares; 2025Q1: 198,496 shares; 2025Q2: 218,431 shares; 2025Q3: 262,100 shares; 2025Q4: 293,954 shares; 2026Q1: 325,949 shares; 2026Q2: 354,202 shares 354,202 $18.6M 2.14% +28,253 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,651 shares; 2024Q4: 10,866 shares; 2025Q1: 12,008 shares; 2025Q2: 14,158 shares; 2025Q3: 17,352 shares; 2025Q4: 26,230 shares; 2026Q1: 26,438 shares; 2026Q2: 26,820 shares 26,820 $13.4M 1.54% +382 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,773 shares; 2024Q4: 239,375 shares; 2025Q1: 255,797 shares; 2025Q2: 270,734 shares; 2025Q3: 276,030 shares; 2025Q4: 283,587 shares; 2026Q1: 293,524 shares; 2026Q2: 310,915 shares 310,915 $11.2M 1.29% +17,391 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,761 shares; 2024Q4: 92,409 shares; 2025Q1: 94,089 shares; 2025Q2: 99,440 shares; 2025Q3: 99,857 shares; 2025Q4: 102,430 shares; 2026Q1: 97,996 shares; 2026Q2: 338,499 shares 338,499 $9.96M 1.14% +240,503 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; 2024Q3: 50,697 shares; 2024Q4: 106,501 shares; 2025Q1: 136,964 shares; 2025Q2: 163,098 shares; 2025Q3: 199,664 shares; 2025Q4: 242,926 shares; 2026Q1: 287,913 shares; 2026Q2: 428,065 shares 428,065 $9.9M 1.14% +140,152 Timeline VXF 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: 40,600 shares; 2024Q4: 40,220 shares; 2025Q1: 39,720 shares; 2025Q2: 39,848 shares; 2025Q3: 39,579 shares; 2025Q4: 38,803 shares; 2026Q1: 37,433 shares; 2026Q2: 34,818 shares 34,818 $8.57M 0.98% -2,615 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,936 shares; 2024Q4: 76,458 shares; 2025Q1: 104,584 shares; 2025Q2: 125,310 shares; 2025Q3: 149,136 shares; 2025Q4: 167,948 shares; 2026Q1: 215,750 shares; 2026Q2: 244,346 shares 244,346 $6.03M 0.69% +28,596 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,865 shares; 2024Q4: 132,107 shares; 2025Q1: 135,635 shares; 2025Q2: 139,334 shares; 2025Q3: 139,595 shares; 2025Q4: 141,410 shares; 2026Q1: 178,983 shares; 2026Q2: 178,941 shares 178,941 $5.67M 0.65% -42 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,587 shares; 2024Q4: 77,571 shares; 2025Q1: 81,924 shares; 2025Q2: 89,830 shares; 2025Q3: 92,829 shares; 2025Q4: 93,838 shares; 2026Q1: 102,399 shares; 2026Q2: 128,549 shares 128,549 $4.74M 0.54% +26,150 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: 14,250 shares; 2024Q4: 14,129 shares; 2025Q1: 14,173 shares; 2025Q2: 14,205 shares; 2025Q3: 13,676 shares; 2025Q4: 13,522 shares; 2026Q1: 15,648 shares; 2026Q2: 15,151 shares 15,151 $4.38M 0.5% -497 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,543 shares; 2024Q4: 5,681 shares; 2025Q1: 5,574 shares; 2025Q2: 5,571 shares; 2025Q3: 5,630 shares; 2025Q4: 5,615 shares; 2026Q1: 5,571 shares; 2026Q2: 5,305 shares 5,305 $3.91M 0.45% -266 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,430 shares; 2024Q4: 19,493 shares; 2025Q1: 22,497 shares; 2025Q2: 23,036 shares; 2025Q3: 32,993 shares; 2025Q4: 57,244 shares; 2026Q1: 61,324 shares; 2026Q2: 149,926 shares 149,926 $3.87M 0.44% +88,602 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,576 shares; 2024Q4: 20,948 shares; 2025Q1: 23,317 shares; 2025Q2: 35,752 shares; 2025Q3: 46,975 shares; 2025Q4: 53,368 shares; 2026Q1: 67,767 shares; 2026Q2: 86,688 shares 86,688 $3.58M 0.41% +18,921 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: 9,357 shares; 2024Q4: 9,317 shares; 2025Q1: 9,285 shares; 2025Q2: 9,085 shares; 2025Q3: 8,903 shares; 2025Q4: 8,635 shares; 2026Q1: 8,032 shares; 2026Q2: 40,552 shares 40,552 $3.49M 0.4% +32,520 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,649 shares; 2024Q4: 157,377 shares; 2025Q1: 156,779 shares; 2025Q2: 155,226 shares; 2025Q3: 149,902 shares; 2025Q4: 145,436 shares; 2026Q1: 146,528 shares; 2026Q2: 141,686 shares 141,686 $3.17M 0.36% -4,842 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: 7,589 shares; 2024Q4: 7,486 shares; 2025Q1: 7,445 shares; 2025Q2: 6,680 shares; 2025Q3: 6,319 shares; 2025Q4: 6,336 shares; 2026Q1: 10,215 shares; 2026Q2: 40,270 shares 40,270 $2.87M 0.33% +30,055 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,468 shares 24,468 $2.09M 0.24% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,260 shares; 2024Q4: 90,115 shares; 2025Q1: 82,387 shares; 2025Q2: 162,205 shares; 2025Q3: 160,938 shares; 2025Q4: 162,989 shares; 2026Q1: 164,004 shares; 2026Q2: 164,571 shares 164,571 $2.09M 0.24% +567 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: 8,414 shares; 2024Q4: 8,399 shares; 2025Q1: 9,013 shares; 2025Q2: 10,121 shares; 2025Q3: 10,087 shares; 2025Q4: 10,177 shares; 2026Q1: 10,654 shares; 2026Q2: 10,121 shares 10,121 $2.03M 0.23% -533 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,133 shares; 2024Q4: 46,732 shares; 2025Q1: 63,714 shares; 2025Q2: 66,180 shares; 2025Q3: 50,727 shares; 2025Q4: 67,588 shares; 2026Q1: 67,559 shares; 2026Q2: 82,326 shares 82,326 $1.99M 0.23% +14,767 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,784 shares; 2024Q4: 20,091 shares; 2025Q1: 21,598 shares; 2025Q2: 18,861 shares; 2025Q3: 23,424 shares; 2025Q4: 35,686 shares; 2026Q1: 37,562 shares; 2026Q2: 39,113 shares 39,113 $1.98M 0.23% +1,551 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,157 shares 63,157 $1.96M 0.23% new 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: 6,605 shares; 2024Q4: 6,620 shares; 2025Q1: 6,585 shares; 2025Q2: 6,386 shares; 2025Q3: 6,399 shares; 2025Q4: 6,356 shares; 2026Q1: 6,349 shares; 2026Q2: 6,273 shares 6,273 $1.9M 0.22% -76 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,368 shares; 2024Q4: 211,638 shares; 2025Q1: 210,090 shares; 2025Q2: 205,817 shares; 2025Q3: 201,018 shares; 2025Q4: 193,664 shares; 2026Q1: 225,021 shares; 2026Q2: 150,350 shares 150,350 $1.79M 0.21% -74,671 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,171 shares; 2024Q4: 15,146 shares; 2025Q1: 15,031 shares; 2025Q2: 15,194 shares; 2025Q3: 15,001 shares; 2025Q4: 14,791 shares; 2026Q1: 15,152 shares; 2026Q2: 15,153 shares 15,153 $1.72M 0.2% +1 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,106 shares; 2025Q3: 9,106 shares; 2025Q4: 9,138 shares; 2026Q1: 8,589 shares; 2026Q2: 58,979 shares 58,979 $1.63M 0.19% +50,390 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,646 shares 30,646 $1.62M 0.19% new Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,665 shares; 2024Q4: 4,665 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,665 shares; 2025Q4: 4,665 shares; 2026Q1: 4,665 shares; 2026Q2: 4,665 shares 4,665 $1.55M 0.18% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,079 shares; 2024Q4: 3,079 shares; 2025Q1: 3,079 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares; 2025Q4: 3,079 shares; 2026Q1: 3,079 shares; 2026Q2: 18,474 shares 18,474 $1.53M 0.18% +15,395 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: 3,153 shares; 2024Q4: 3,153 shares; 2025Q1: 3,153 shares; 2025Q2: 3,153 shares; 2025Q3: 3,126 shares; 2025Q4: 3,270 shares; 2026Q1: 3,945 shares; 2026Q2: 3,920 shares 3,920 $1.39M 0.16% -25 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,069 shares; 2024Q4: 4,069 shares; 2025Q1: 4,069 shares; 2025Q2: 4,069 shares; 2025Q3: 4,069 shares; 2025Q4: 4,069 shares; 2026Q1: 4,069 shares; 2026Q2: 4,069 shares 4,069 $1.38M 0.16% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,214 shares; 2024Q4: 6,214 shares; 2025Q1: 6,214 shares; 2025Q2: 6,214 shares; 2025Q3: 6,214 shares; 2025Q4: 6,214 shares; 2026Q1: 6,214 shares; 2026Q2: 6,214 shares 6,214 $1.36M 0.16% 0 Timeline VT 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: 9,926 shares; 2024Q4: 9,952 shares; 2025Q1: 9,734 shares; 2025Q2: 9,715 shares; 2025Q3: 9,197 shares; 2025Q4: 9,121 shares; 2026Q1: 9,013 shares; 2026Q2: 8,647 shares 8,647 $1.36M 0.16% -366 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 49,463 shares 49,463 $1.2M 0.14% new 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; 2024Q3: 5,344 shares; 2024Q4: 5,454 shares; 2025Q1: 5,444 shares; 2025Q2: 5,615 shares; 2025Q3: 5,481 shares; 2025Q4: 5,539 shares; 2026Q1: 5,512 shares; 2026Q2: 4,908 shares 4,908 $1.19M 0.14% -604 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,210 shares; 2024Q4: 21,411 shares; 2025Q1: 21,855 shares; 2025Q2: 22,566 shares; 2025Q3: 22,939 shares; 2025Q4: 23,044 shares; 2026Q1: 24,288 shares; 2026Q2: 23,957 shares 23,957 $1.14M 0.13% -331 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 7,649 shares; 2026Q2: 19,589 shares 19,589 $1.1M 0.13% +11,940 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,647 shares 15,647 $1.09M 0.12% new Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,166 shares; 2024Q4: 10,873 shares; 2025Q1: 9,969 shares; 2025Q2: 9,101 shares; 2025Q3: 8,999 shares; 2025Q4: 8,499 shares; 2026Q1: 8,074 shares; 2026Q2: 7,532 shares 7,532 $1.05M 0.12% -542 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; 2024Q3: 7,843 shares; 2024Q4: 7,668 shares; 2025Q1: 7,446 shares; 2025Q2: 7,565 shares; 2025Q3: 7,177 shares; 2025Q4: 7,050 shares; 2026Q1: 6,742 shares; 2026Q2: 6,584 shares 6,584 $1.04M 0.12% -158 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,516 shares; 2024Q4: 3,620 shares; 2025Q1: 3,878 shares; 2025Q2: 3,893 shares; 2025Q3: 3,928 shares; 2025Q4: 4,031 shares; 2026Q1: 3,937 shares; 2026Q2: 4,344 shares 4,344 $1.04M 0.12% +407 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: 3,882 shares; 2024Q4: 3,875 shares; 2025Q1: 3,924 shares; 2025Q2: 3,692 shares; 2025Q3: 3,698 shares; 2025Q4: 3,609 shares; 2026Q1: 3,863 shares; 2026Q2: 3,867 shares 3,867 $982K 0.11% +4 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,097 shares; 2024Q4: 50,109 shares; 2025Q1: 50,260 shares; 2025Q2: 50,273 shares; 2025Q3: 50,287 shares; 2025Q4: 50,252 shares; 2026Q1: 50,427 shares; 2026Q2: 50,442 shares 50,442 $964K 0.11% +15 Timeline VBK 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: 2,967 shares; 2024Q4: 2,908 shares; 2025Q1: 2,885 shares; 2025Q2: 2,768 shares; 2025Q3: 2,741 shares; 2025Q4: 2,717 shares; 2026Q1: 2,599 shares; 2026Q2: 2,533 shares 2,533 $926K 0.11% -66 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,077 shares; 2024Q4: 1,079 shares; 2025Q1: 1,138 shares; 2025Q2: 1,141 shares; 2025Q3: 1,120 shares; 2025Q4: 1,064 shares; 2026Q1: 1,065 shares; 2026Q2: 815 shares 815 $868K 0.1% -250 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: 1,991 shares; 2024Q4: 1,876 shares; 2025Q1: 1,995 shares; 2025Q2: 2,000 shares; 2025Q3: 2,004 shares; 2025Q4: 2,048 shares; 2026Q1: 2,428 shares; 2026Q2: 2,427 shares 2,427 $794K 0.09% -1 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,201 shares; 2024Q4: 15,233 shares; 2025Q1: 14,939 shares; 2025Q2: 16,000 shares; 2025Q3: 14,407 shares; 2025Q4: 14,699 shares; 2026Q1: 15,063 shares; 2026Q2: 14,295 shares 14,295 $712K 0.08% -768 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: 381 shares; 2024Q4: 381 shares; 2025Q1: 407 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 481 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $631K 0.07% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,864 shares; 2024Q4: 4,887 shares; 2025Q1: 5,229 shares; 2025Q2: 5,180 shares; 2025Q3: 4,274 shares; 2025Q4: 4,286 shares; 2026Q1: 4,293 shares; 2026Q2: 4,307 shares 4,307 $567K 0.07% +14 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,685 shares; 2024Q4: 23,685 shares; 2025Q1: 23,685 shares; 2025Q2: 23,685 shares; 2025Q3: 23,685 shares; 2025Q4: 23,685 shares; 2026Q1: 50,382 shares; 2026Q2: 48,838 shares 48,838 $567K 0.07% -1,544 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: 3,445 shares; 2024Q4: 3,451 shares; 2025Q1: 3,489 shares; 2025Q2: 3,495 shares; 2025Q3: 3,470 shares; 2025Q4: 3,477 shares; 2026Q1: 3,828 shares; 2026Q2: 3,814 shares 3,814 $559K 0.06% -14 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: 773 shares; 2026Q2: 773 shares 773 $559K 0.06% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,000 shares; 2025Q4: 81,000 shares; 2026Q1: 81,000 shares; 2026Q2: 71,000 shares 71,000 $537K 0.06% -10,000 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: 670 shares; 2024Q4: 670 shares; 2025Q1: 807 shares; 2025Q2: 803 shares; 2025Q3: 788 shares; 2025Q4: 927 shares; 2026Q1: 1,393 shares; 2026Q2: 1,384 shares 1,384 $516K 0.06% -9 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,989 shares; 2024Q4: 10,907 shares; 2025Q1: 8,307 shares; 2025Q2: 7,700 shares; 2025Q3: 7,366 shares; 2025Q4: 6,955 shares; 2026Q1: 6,276 shares; 2026Q2: 5,856 shares 5,856 $490K 0.06% -420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,357 shares; 2026Q1: 1,365 shares; 2026Q2: 1,365 shares 1,365 $488K 0.06% 0 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: 772 shares; 2024Q4: 724 shares; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 901 shares; 2026Q1: 1,198 shares; 2026Q2: 1,121 shares 1,121 $471K 0.05% -77 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,420 shares; 2024Q4: 42,626 shares; 2025Q1: 39,518 shares; 2025Q2: 40,727 shares; 2025Q3: 41,327 shares; 2025Q4: 42,877 shares; 2026Q1: 43,346 shares; 2026Q2: 45,013 shares 45,013 $469K 0.05% +1,667 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: 1,148 shares; 2024Q4: 1,148 shares; 2025Q1: 1,191 shares; 2025Q2: 1,217 shares; 2025Q3: 1,189 shares; 2025Q4: 1,187 shares; 2026Q1: 1,293 shares; 2026Q2: 1,293 shares 1,293 $456K 0.05% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 939 shares; 2025Q2: 967 shares; 2025Q3: 1,205 shares; 2025Q4: 1,168 shares; 2026Q1: 1,224 shares; 2026Q2: 1,226 shares 1,226 $452K 0.05% +2 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,530 shares; 2024Q4: 1,533 shares; 2025Q1: 1,567 shares; 2025Q2: 1,569 shares; 2025Q3: 1,572 shares; 2025Q4: 1,574 shares; 2026Q1: 1,577 shares; 2026Q2: 1,580 shares 1,580 $430K 0.05% +3 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,193 shares; 2024Q4: 34,193 shares; 2025Q1: 34,193 shares; 2025Q2: 31,661 shares; 2025Q3: 31,661 shares; 2025Q4: 31,661 shares; 2026Q1: 31,661 shares; 2026Q2: 31,661 shares 31,661 $405K 0.05% 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; 2024Q3: 11,930 shares; 2024Q4: 11,930 shares; 2025Q1: 12,111 shares; 2025Q2: 8,638 shares; 2025Q3: 8,638 shares; 2025Q4: 8,457 shares; 2026Q1: 8,457 shares; 2026Q2: 8,457 shares 8,457 $402K 0.05% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,689 shares; 2025Q4: 6,865 shares; 2026Q1: 7,472 shares; 2026Q2: 7,377 shares 7,377 $394K 0.05% -95 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,709 shares; 2024Q4: 31,709 shares; 2025Q1: 31,709 shares; 2025Q2: 31,709 shares; 2025Q3: 31,709 shares; 2025Q4: 31,709 shares; 2026Q1: 31,709 shares; 2026Q2: 31,709 shares 31,709 $389K 0.04% 0 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; 2024Q3: 3,967 shares; 2024Q4: 3,998 shares; 2025Q1: 4,164 shares; 2025Q2: 2,875 shares; 2025Q3: 3,730 shares; 2025Q4: 2,664 shares; 2026Q1: 3,666 shares; 2026Q2: 2,571 shares 2,571 $386K 0.04% -1,095 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: 2,131 shares; 2024Q4: 2,141 shares; 2025Q1: 2,245 shares; 2025Q2: 2,257 shares; 2025Q3: 2,269 shares; 2025Q4: 2,280 shares; 2026Q1: 2,308 shares; 2026Q2: 2,316 shares 2,316 $384K 0.04% +8 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 970 shares; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 993 shares; 2026Q1: 1,428 shares; 2026Q2: 1,429 shares 1,429 $359K 0.04% +1 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: 499 shares; 2025Q1: 505 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 490 shares; 2026Q1: 468 shares; 2026Q2: 468 shares 468 $350K 0.04% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares; 2026Q2: 6,600 shares 6,600 $347K 0.04% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,938 shares; 2024Q4: 2,938 shares; 2025Q1: 2,938 shares; 2025Q2: 2,938 shares; 2025Q3: 2,938 shares; 2025Q4: 2,938 shares; 2026Q1: 2,938 shares; 2026Q2: 2,938 shares 2,938 $343K 0.04% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,303 shares 9,303 $337K 0.04% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,376 shares; 2024Q4: 21,376 shares; 2025Q1: 21,376 shares; 2025Q2: 20,437 shares; 2025Q3: 21,521 shares; 2025Q4: 21,521 shares; 2026Q1: 30,814 shares; 2026Q2: 30,814 shares 30,814 $336K 0.04% 0 Timeline SCCR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,550 shares; 2025Q2: 15,525 shares; 2025Q3: 15,525 shares; 2025Q4: 15,525 shares; 2026Q1: 28,525 shares; 2026Q2: 13,000 shares 13,000 $333K 0.04% -15,525 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,003 shares; 2024Q4: 8,490 shares; 2025Q1: 8,021 shares; 2025Q2: 7,655 shares; 2025Q3: 6,637 shares; 2025Q4: 5,675 shares; 2026Q1: 5,151 shares; 2026Q2: 4,198 shares 4,198 $332K 0.04% -953 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,285 shares; 2024Q4: 4,297 shares; 2025Q1: 4,311 shares; 2025Q2: 4,326 shares; 2025Q3: 4,341 shares; 2025Q4: 4,355 shares; 2026Q1: 4,369 shares; 2026Q2: 4,385 shares 4,385 $332K 0.04% +16 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,456 shares 6,456 $311K 0.04% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 1,144 shares; 2026Q2: 1,144 shares 1,144 $309K 0.04% 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; 2024Q3: 1,352 shares; 2024Q4: 1,381 shares; 2025Q1: 1,254 shares; 2025Q2: 1,251 shares; 2025Q3: 999 shares; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares; 2026Q2: 1,017 shares 1,017 $304K 0.03% -47 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,245 shares; 2024Q4: 4,262 shares; 2025Q1: 4,278 shares; 2025Q2: 4,299 shares; 2025Q3: 4,319 shares; 2025Q4: 4,342 shares; 2026Q1: 4,364 shares; 2026Q2: 4,054 shares 4,054 $304K 0.03% -310 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: 3,874 shares; 2024Q4: 3,874 shares; 2025Q1: 3,874 shares; 2025Q2: 3,674 shares; 2025Q3: 3,674 shares; 2025Q4: 3,674 shares; 2026Q1: 3,674 shares; 2026Q2: 3,674 shares 3,674 $299K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 511 shares 511 $297K 0.03% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,209 shares; 2025Q3: 3,206 shares; 2025Q4: 3,252 shares; 2026Q1: 3,811 shares; 2026Q2: 3,804 shares 3,804 $287K 0.03% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,440 shares 2,440 $287K 0.03% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,347 shares; 2024Q4: 3,358 shares; 2025Q1: 3,370 shares; 2025Q2: 3,382 shares; 2025Q3: 3,394 shares; 2025Q4: 3,406 shares; 2026Q1: 3,419 shares; 2026Q2: 3,432 shares 3,432 $279K 0.03% +13 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,079 shares; 2024Q4: 3,079 shares; 2025Q1: 3,079 shares; 2025Q2: 3,079 shares; 2025Q3: 2,877 shares; 2025Q4: 3,275 shares; 2026Q1: 3,275 shares; 2026Q2: 3,438 shares 3,438 $276K 0.03% +163 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,085 shares 3,085 $271K 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares; 2026Q2: 1,161 shares 1,161 $260K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,994 shares; 2026Q2: 1,994 shares 1,994 $256K 0.03% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,922 shares; 2024Q4: 2,790 shares; 2025Q1: 2,787 shares; 2025Q2: 2,729 shares; 2025Q3: 2,742 shares; 2025Q4: 2,756 shares; 2026Q1: 2,773 shares; 2026Q2: 2,637 shares 2,637 $254K 0.03% -136 Timeline IART INTEGRA LIFESCIENCES HLDGS C More: the full row for INTEGRA LIFESCIENCES HLDGS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,043 shares; 2025Q3: 14,043 shares; 2025Q4: 14,043 shares; 2026Q1: 14,043 shares; 2026Q2: 14,043 shares 14,043 $252K 0.03% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,879 shares; 2025Q1: not reported; 2025Q2: 3,691 shares; 2025Q3: 3,611 shares; 2025Q4: 3,611 shares; 2026Q1: 3,491 shares; 2026Q2: 3,116 shares 3,116 $252K 0.03% -375 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; 2024Q3: 7,812 shares; 2024Q4: 7,710 shares; 2025Q1: 6,985 shares; 2025Q2: 6,581 shares; 2025Q3: 5,404 shares; 2025Q4: 4,493 shares; 2026Q1: 3,944 shares; 2026Q2: 3,033 shares 3,033 $251K 0.03% -911 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,369 shares; 2024Q4: 24,369 shares; 2025Q1: 24,369 shares; 2025Q2: 24,369 shares; 2025Q3: 24,369 shares; 2025Q4: 24,369 shares; 2026Q1: 24,369 shares; 2026Q2: 24,369 shares 24,369 $247K 0.03% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,405 shares 10,405 $246K 0.03% new Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,349 shares; 2024Q4: 24,349 shares; 2025Q1: 24,349 shares; 2025Q2: 24,349 shares; 2025Q3: 24,349 shares; 2025Q4: 24,349 shares; 2026Q1: 24,349 shares; 2026Q2: 24,349 shares 24,349 $244K 0.03% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,603 shares; 2024Q4: not reported; 2025Q1: 2,634 shares; 2025Q2: 2,651 shares; 2025Q3: 2,666 shares; 2025Q4: 2,682 shares; 2026Q1: 2,699 shares; 2026Q2: 2,715 shares 2,715 $244K 0.03% +16 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,001 shares; 2026Q1: 4,019 shares; 2026Q2: 4,037 shares 4,037 $244K 0.03% +18 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,538 shares 1,538 $240K 0.03% new Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,878 shares; 2025Q4: 4,878 shares; 2026Q1: 4,878 shares; 2026Q2: 4,879 shares 4,879 $236K 0.03% +1 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 484 shares 484 $231K 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,614 shares; 2025Q3: 1,614 shares; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares; 2026Q2: 1,614 shares 1,614 $231K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,604 shares 1,604 $224K 0.03% new Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,014 shares; 2024Q4: 14,014 shares; 2025Q1: 14,014 shares; 2025Q2: 14,014 shares; 2025Q3: 14,014 shares; 2025Q4: 14,014 shares; 2026Q1: 14,014 shares; 2026Q2: 14,014 shares 14,014 $217K 0.02% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,574 shares 1,574 $208K 0.02% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,722 shares; 2024Q4: 21,867 shares; 2025Q1: 21,942 shares; 2025Q2: 22,062 shares; 2025Q3: 22,184 shares; 2025Q4: 22,332 shares; 2026Q1: 22,406 shares; 2026Q2: 15,974 shares 15,974 $194K 0.02% -6,432 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,630 shares; 2024Q4: 13,630 shares; 2025Q1: 13,630 shares; 2025Q2: 13,630 shares; 2025Q3: 13,630 shares; 2025Q4: 13,630 shares; 2026Q1: 13,630 shares; 2026Q2: 13,630 shares 13,630 $153K 0.02% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE 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: 29,711 shares; 2025Q4: 29,711 shares; 2026Q1: 29,711 shares; 2026Q2: 24,711 shares 24,711 $146K 0.02% -5,000 Timeline PNI PIMCO NEW YORK MUN FD II More: the full row for PIMCO NEW YORK MUN FD II 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: 16,303 shares; 2026Q2: 16,303 shares 16,303 $116K 0.01% 0 Timeline