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: 1,226,413 shares; 2024Q4: 1,222,013 shares; 2025Q1: 1,241,318 shares; 2025Q2: 1,267,630 shares; 2025Q3: 1,241,534 shares; 2025Q4: 1,186,145 shares; 2026Q1: 1,055,311 shares; 2026Q2: 992,925 shares 992,925 $36M 15.49% -62,386 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,038 shares; 2024Q4: 278,386 shares; 2025Q1: 277,829 shares; 2025Q2: 278,540 shares; 2025Q3: 272,818 shares; 2025Q4: 280,924 shares; 2026Q1: 283,390 shares; 2026Q2: 285,793 shares 285,793 $25.3M 10.89% +2,403 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: 23,959 shares; 2024Q4: 23,927 shares; 2025Q1: 23,697 shares; 2025Q2: 27,568 shares; 2025Q3: 26,463 shares; 2025Q4: 28,292 shares; 2026Q1: 27,962 shares; 2026Q2: 27,945 shares 27,945 $20.9M 9.01% -17 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469,612 shares; 2024Q4: 479,138 shares; 2025Q1: 499,191 shares; 2025Q2: 517,646 shares; 2025Q3: 534,834 shares; 2025Q4: 562,760 shares; 2026Q1: 589,225 shares; 2026Q2: 600,310 shares 600,310 $16.6M 7.14% +11,085 Timeline JCPB 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; 2024Q3: 212,441 shares; 2024Q4: 254,575 shares; 2025Q1: 254,615 shares; 2025Q2: 301,687 shares; 2025Q3: 304,184 shares; 2025Q4: 324,028 shares; 2026Q1: 323,589 shares; 2026Q2: 322,008 shares 322,008 $15.1M 6.5% -1,581 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: 150,987 shares; 2024Q4: 444,303 shares; 2025Q1: 442,616 shares; 2025Q2: 448,281 shares; 2025Q3: 437,799 shares; 2025Q4: 430,994 shares; 2026Q1: 421,757 shares; 2026Q2: 414,073 shares 414,073 $12.2M 5.24% -7,684 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,948 shares; 2024Q4: 165,995 shares; 2025Q1: 167,913 shares; 2025Q2: 172,401 shares; 2025Q3: 185,407 shares; 2025Q4: 194,110 shares; 2026Q1: 197,599 shares; 2026Q2: 200,030 shares 200,030 $9.69M 4.17% +2,431 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: 122,012 shares; 2024Q4: 121,303 shares; 2025Q1: 121,165 shares; 2025Q2: 160,025 shares; 2025Q3: 165,963 shares; 2025Q4: 166,552 shares; 2026Q1: 161,873 shares; 2026Q2: 147,219 shares 147,219 $7.45M 3.2% -14,654 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: 24,143 shares; 2024Q4: 23,817 shares; 2025Q1: 22,767 shares; 2025Q2: 24,350 shares; 2025Q3: 22,908 shares; 2025Q4: 22,764 shares; 2026Q1: 22,974 shares; 2026Q2: 22,201 shares 22,201 $6.42M 2.76% -773 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,453 shares; 2024Q4: 73,453 shares; 2025Q1: 73,303 shares; 2025Q2: 73,303 shares; 2025Q3: 78,546 shares; 2025Q4: 78,546 shares; 2026Q1: 78,596 shares; 2026Q2: 61,616 shares 61,616 $6.06M 2.61% -16,980 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: 4,740 shares; 2024Q4: 4,761 shares; 2025Q1: 4,773 shares; 2025Q2: 4,948 shares; 2025Q3: 4,879 shares; 2025Q4: 6,462 shares; 2026Q1: 6,473 shares; 2026Q2: 7,017 shares 7,017 $4.82M 2.07% +544 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; 2024Q3: 98,824 shares; 2024Q4: 115,095 shares; 2025Q1: 123,512 shares; 2025Q2: 127,560 shares; 2025Q3: 136,534 shares; 2025Q4: 146,856 shares; 2026Q1: 152,889 shares; 2026Q2: 154,325 shares 154,325 $4.47M 1.92% +1,436 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: 50,562 shares; 2024Q4: 132,549 shares; 2025Q1: 106,102 shares; 2025Q2: 141,445 shares; 2025Q3: 146,324 shares; 2025Q4: 147,264 shares; 2026Q1: 144,528 shares; 2026Q2: 144,694 shares 144,694 $3.35M 1.44% +166 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,595 shares; 2024Q4: 4,453 shares; 2025Q1: 4,461 shares; 2025Q2: 4,529 shares; 2025Q3: 4,440 shares; 2025Q4: 4,447 shares; 2026Q1: 4,345 shares; 2026Q2: 4,350 shares 4,350 $3.25M 1.4% +5 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: 11,862 shares; 2024Q4: 11,007 shares; 2025Q1: 10,807 shares; 2025Q2: 10,947 shares; 2025Q3: 10,859 shares; 2025Q4: 11,510 shares; 2026Q1: 11,432 shares; 2026Q2: 12,877 shares 12,877 $2.58M 1.11% +1,445 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: 11,703 shares; 2024Q4: 11,071 shares; 2025Q1: 9,291 shares; 2025Q2: 9,916 shares; 2025Q3: 9,701 shares; 2025Q4: 10,691 shares; 2026Q1: 11,806 shares; 2026Q2: 10,607 shares 10,607 $2.53M 1.09% -1,199 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: 6,903 shares; 2024Q4: 6,787 shares; 2025Q1: 6,723 shares; 2025Q2: 6,889 shares; 2025Q3: 6,908 shares; 2025Q4: 7,077 shares; 2026Q1: 6,552 shares; 2026Q2: 6,389 shares 6,389 $2.38M 1.03% -163 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: 18,714 shares; 2024Q4: 74,858 shares; 2025Q1: 74,864 shares; 2025Q2: 74,665 shares; 2025Q3: 74,670 shares; 2025Q4: 74,027 shares; 2026Q1: 68,517 shares; 2026Q2: 66,531 shares 66,531 $2.25M 0.97% -1,986 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,762 shares; 2024Q4: 6,762 shares; 2025Q1: 7,262 shares; 2025Q2: 6,862 shares; 2025Q3: 7,162 shares; 2025Q4: 7,342 shares; 2026Q1: 7,362 shares; 2026Q2: 8,210 shares 8,210 $2.1M 0.9% +848 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; 2024Q3: 11,831 shares; 2024Q4: 13,880 shares; 2025Q1: 13,924 shares; 2025Q2: 13,967 shares; 2025Q3: 14,003 shares; 2025Q4: 14,044 shares; 2026Q1: 14,074 shares; 2026Q2: 14,112 shares 14,112 $1.81M 0.78% +38 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: 1,635 shares; 2024Q4: 1,635 shares; 2025Q1: 1,636 shares; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,579 shares; 2026Q1: 1,627 shares; 2026Q2: 1,646 shares 1,646 $1.75M 0.75% +19 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: 27,228 shares; 2024Q4: 54,580 shares; 2025Q1: 50,368 shares; 2025Q2: 50,352 shares; 2025Q3: 48,920 shares; 2025Q4: 48,997 shares; 2026Q1: 48,278 shares; 2026Q2: 48,141 shares 48,141 $1.74M 0.75% -137 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: 6,236 shares; 2024Q4: 6,236 shares; 2025Q1: 6,086 shares; 2025Q2: 6,086 shares; 2025Q3: 6,086 shares; 2025Q4: 6,086 shares; 2026Q1: 6,086 shares; 2026Q2: 6,086 shares 6,086 $1.44M 0.62% 0 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: 31,364 shares; 2024Q4: 60,902 shares; 2025Q1: 58,637 shares; 2025Q2: 54,115 shares; 2025Q3: 52,986 shares; 2025Q4: 52,456 shares; 2026Q1: 49,798 shares; 2026Q2: 48,810 shares 48,810 $1.35M 0.58% -988 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,760 shares; 2024Q4: 73,753 shares; 2025Q1: 74,196 shares; 2025Q2: 74,649 shares; 2025Q3: 69,100 shares; 2025Q4: 62,107 shares; 2026Q1: 62,395 shares; 2026Q2: 62,670 shares 62,670 $1.3M 0.56% +275 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: 3,544 shares; 2024Q4: 3,508 shares; 2025Q1: 3,371 shares; 2025Q2: 3,405 shares; 2025Q3: 3,464 shares; 2025Q4: 3,506 shares; 2026Q1: 3,284 shares; 2026Q2: 3,508 shares 3,508 $1.25M 0.54% +224 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: 3,055 shares; 2024Q4: 3,056 shares; 2025Q1: 3,048 shares; 2025Q2: 3,261 shares; 2025Q3: 3,296 shares; 2025Q4: 3,376 shares; 2026Q1: 4,314 shares; 2026Q2: 3,583 shares 3,583 $1.17M 0.5% -731 Timeline ITOT 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: 6,556 shares; 2026Q1: 7,006 shares; 2026Q2: 7,006 shares 7,006 $1.15M 0.5% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,701 shares; 2024Q4: 3,621 shares; 2025Q1: 3,621 shares; 2025Q2: 3,622 shares; 2025Q3: 3,622 shares; 2025Q4: 3,623 shares; 2026Q1: 3,623 shares; 2026Q2: 3,623 shares 3,623 $1.09M 0.47% 0 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: 2,407 shares; 2024Q4: 2,352 shares; 2025Q1: 2,295 shares; 2025Q2: 2,482 shares; 2025Q3: 2,362 shares; 2025Q4: 2,842 shares; 2026Q1: 3,181 shares; 2026Q2: 2,818 shares 2,818 $996K 0.43% -363 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: 6,111 shares; 2024Q4: 6,112 shares; 2025Q1: 6,107 shares; 2025Q2: 6,154 shares; 2025Q3: 6,256 shares; 2025Q4: 5,884 shares; 2026Q1: 5,723 shares; 2026Q2: 5,745 shares 5,745 $952K 0.41% +22 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: 6,063 shares; 2025Q4: 6,419 shares; 2026Q1: 6,956 shares; 2026Q2: 6,604 shares 6,604 $922K 0.4% -352 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,576 shares; 2024Q4: 2,576 shares; 2025Q1: 2,542 shares; 2025Q2: 2,537 shares; 2025Q3: 6,593 shares; 2025Q4: 6,593 shares; 2026Q1: 6,657 shares; 2026Q2: 6,575 shares 6,575 $899K 0.39% -82 Timeline HY HYSTER-YALE INC More: the full row for HYSTER-YALE 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: 25,611 shares 25,611 $898K 0.39% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,561 shares; 2024Q4: 1,547 shares; 2025Q1: 1,521 shares; 2025Q2: 1,643 shares; 2025Q3: 1,704 shares; 2025Q4: 1,741 shares; 2026Q1: 1,691 shares; 2026Q2: 1,767 shares 1,767 $884K 0.38% +76 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: 7,676 shares; 2024Q4: 23,036 shares; 2025Q1: 23,163 shares; 2025Q2: 23,363 shares; 2025Q3: 23,375 shares; 2025Q4: 23,387 shares; 2026Q1: 23,558 shares; 2026Q2: 23,548 shares 23,548 $868K 0.37% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,804 shares; 2026Q1: 2,804 shares; 2026Q2: 2,805 shares 2,805 $850K 0.37% +1 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,092 shares; 2024Q4: 13,735 shares; 2025Q1: 12,149 shares; 2025Q2: 12,158 shares; 2025Q3: 11,884 shares; 2025Q4: 13,286 shares; 2026Q1: 12,489 shares; 2026Q2: 12,192 shares 12,192 $834K 0.36% -297 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: 1,331 shares; 2024Q4: 1,105 shares; 2025Q1: 919 shares; 2025Q2: 944 shares; 2025Q3: 923 shares; 2025Q4: 946 shares; 2026Q1: 923 shares; 2026Q2: 1,042 shares 1,042 $768K 0.33% +119 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 1,305 shares; 2025Q1: 1,173 shares; 2025Q2: 1,229 shares; 2025Q3: 1,227 shares; 2025Q4: 1,320 shares; 2026Q1: 1,176 shares; 2026Q2: 1,347 shares 1,347 $759K 0.33% +171 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: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,934 shares; 2025Q2: 3,020 shares; 2025Q3: 2,934 shares; 2025Q4: 2,718 shares; 2026Q1: 2,761 shares; 2026Q2: 2,828 shares 2,828 $712K 0.31% +67 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,452 shares; 2024Q4: 1,372 shares; 2025Q1: 1,516 shares; 2025Q2: 1,596 shares; 2025Q3: 1,506 shares; 2025Q4: 1,847 shares; 2026Q1: 1,847 shares; 2026Q2: 1,992 shares 1,992 $684K 0.29% +145 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,669 shares; 2026Q1: 17,002 shares; 2026Q2: 17,002 shares 17,002 $650K 0.28% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,020 shares; 2024Q4: 2,912 shares; 2025Q1: 2,878 shares; 2025Q2: 2,879 shares; 2025Q3: 3,027 shares; 2025Q4: 2,877 shares; 2026Q1: 2,877 shares; 2026Q2: 2,295 shares 2,295 $645K 0.28% -582 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 993 shares; 2025Q1: not reported; 2025Q2: 1,314 shares; 2025Q3: 1,415 shares; 2025Q4: 1,247 shares; 2026Q1: 1,526 shares; 2026Q2: 1,667 shares 1,667 $630K 0.27% +141 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; 2024Q3: 6,482 shares; 2024Q4: 6,572 shares; 2025Q1: 6,572 shares; 2025Q2: 6,684 shares; 2025Q3: 6,684 shares; 2025Q4: 6,761 shares; 2026Q1: 6,769 shares; 2026Q2: 6,859 shares 6,859 $612K 0.26% +90 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 528 shares 528 $609K 0.26% new 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: 895 shares 895 $520K 0.22% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,549 shares; 2026Q1: 8,620 shares; 2026Q2: 8,598 shares 8,598 $513K 0.22% -22 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 1,107 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares; 2026Q2: 4,031 shares 4,031 $500K 0.22% +3,023 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: 2,382 shares; 2024Q4: 2,382 shares; 2025Q1: 2,338 shares; 2025Q2: 2,380 shares; 2025Q3: 2,338 shares; 2025Q4: 2,338 shares; 2026Q1: 2,398 shares; 2026Q2: 1,956 shares 1,956 $497K 0.21% -442 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: not reported; 2025Q3: 6,548 shares; 2025Q4: 6,548 shares; 2026Q1: 6,548 shares; 2026Q2: 6,548 shares 6,548 $494K 0.21% 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; 2024Q3: 8,640 shares; 2024Q4: 9,218 shares; 2025Q1: 9,103 shares; 2025Q2: 9,105 shares; 2025Q3: 9,108 shares; 2025Q4: 8,787 shares; 2026Q1: 9,140 shares; 2026Q2: 8,642 shares 8,642 $492K 0.21% -498 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; 2024Q3: not reported; 2024Q4: 12,630 shares; 2025Q1: 12,689 shares; 2025Q2: 12,789 shares; 2025Q3: 12,846 shares; 2025Q4: 14,667 shares; 2026Q1: 13,073 shares; 2026Q2: 14,030 shares 14,030 $488K 0.21% +957 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: 6,844 shares; 2024Q4: 6,851 shares; 2025Q1: 6,422 shares; 2025Q2: 6,424 shares; 2025Q3: 5,927 shares; 2025Q4: 5,781 shares; 2026Q1: 5,902 shares; 2026Q2: 5,845 shares 5,845 $475K 0.2% -57 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: 3,064 shares; 2024Q4: 3,064 shares; 2025Q1: 2,947 shares; 2025Q2: 3,123 shares; 2025Q3: 2,947 shares; 2025Q4: 2,966 shares; 2026Q1: 3,131 shares; 2026Q2: 3,198 shares 3,198 $469K 0.2% +67 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 10,013 shares 10,013 $458K 0.2% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares; 2026Q2: 1,227 shares 1,227 $454K 0.2% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,393 shares; 2024Q4: 3,394 shares; 2025Q1: 3,393 shares; 2025Q2: 3,428 shares; 2025Q3: 3,393 shares; 2025Q4: 3,393 shares; 2026Q1: 3,293 shares; 2026Q2: 3,293 shares 3,293 $446K 0.19% 0 Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,104 shares; 2024Q4: 78,104 shares; 2025Q1: 78,104 shares; 2025Q2: 78,104 shares; 2025Q3: 102,771 shares; 2025Q4: 83,976 shares; 2026Q1: 83,976 shares; 2026Q2: 110,891 shares 110,891 $441K 0.19% +26,915 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares; 2026Q2: 1,285 shares 1,285 $435K 0.19% 0 Timeline JVAL 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,295 shares; 2026Q1: 7,710 shares; 2026Q2: 6,795 shares 6,795 $398K 0.17% -915 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,392 shares 2,392 $378K 0.16% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 281 shares; 2025Q4: 300 shares; 2026Q1: 330 shares; 2026Q2: 312 shares 312 $374K 0.16% -18 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: 800 shares; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 748 shares; 2026Q1: 748 shares; 2026Q2: 4,486 shares 4,486 $371K 0.16% +3,738 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 218 shares; 2025Q2: 295 shares; 2025Q3: 335 shares; 2025Q4: 303 shares; 2026Q1: 301 shares; 2026Q2: 376 shares 376 $352K 0.15% +75 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,229 shares; 2024Q4: 2,229 shares; 2025Q1: 2,153 shares; 2025Q2: 2,153 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares; 2026Q1: 1,925 shares; 2026Q2: 1,925 shares 1,925 $351K 0.15% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187 shares; 2024Q4: 1,201 shares; 2025Q1: 1,001 shares; 2025Q2: 1,012 shares; 2025Q3: 1,097 shares; 2025Q4: 951 shares; 2026Q1: 937 shares; 2026Q2: 937 shares 937 $350K 0.15% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares; 2026Q2: 288 shares 288 $338K 0.15% -14 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,403 shares; 2026Q2: 1,403 shares 1,403 $334K 0.14% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,912 shares 1,912 $332K 0.14% new Timeline IXUS 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: 3,148 shares; 2026Q1: 3,393 shares; 2026Q2: 3,402 shares 3,402 $325K 0.14% +9 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: 2,556 shares; 2024Q4: 2,499 shares; 2025Q1: 2,485 shares; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $315K 0.14% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 3,243 shares; 2025Q1: 3,247 shares; 2025Q2: 3,321 shares; 2025Q3: 3,206 shares; 2025Q4: 3,371 shares; 2026Q1: 3,182 shares; 2026Q2: 3,242 shares 3,242 $311K 0.13% +60 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,053 shares; 2024Q4: 2,053 shares; 2025Q1: 3,075 shares; 2025Q2: 3,010 shares; 2025Q3: 2,660 shares; 2025Q4: 3,335 shares; 2026Q1: 2,521 shares; 2026Q2: 2,225 shares 2,225 $309K 0.13% -296 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,706 shares; 2024Q4: 12,706 shares; 2025Q1: 12,706 shares; 2025Q2: 12,706 shares; 2025Q3: 12,706 shares; 2025Q4: 12,706 shares; 2026Q1: 12,706 shares; 2026Q2: 12,706 shares 12,706 $308K 0.13% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,777 shares 5,777 $307K 0.13% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,629 shares; 2024Q4: 3,629 shares; 2025Q1: 3,616 shares; 2025Q2: 3,616 shares; 2025Q3: 3,616 shares; 2025Q4: 3,366 shares; 2026Q1: 3,366 shares; 2026Q2: 3,366 shares 3,366 $305K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,471 shares; 2025Q3: 2,021 shares; 2025Q4: 2,396 shares; 2026Q1: 3,821 shares; 2026Q2: 2,695 shares 2,695 $305K 0.13% -1,126 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: 3,163 shares; 2024Q4: 3,163 shares; 2025Q1: 3,163 shares; 2025Q2: 3,175 shares; 2025Q3: 3,179 shares; 2025Q4: 3,163 shares; 2026Q1: 3,136 shares; 2026Q2: 3,136 shares 3,136 $302K 0.13% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 820 shares; 2025Q1: 768 shares; 2025Q2: 908 shares; 2025Q3: 804 shares; 2025Q4: 658 shares; 2026Q1: not reported; 2026Q2: 725 shares 725 $301K 0.13% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 2,248 shares; 2025Q1: 2,218 shares; 2025Q2: 2,313 shares; 2025Q3: 2,073 shares; 2025Q4: 2,031 shares; 2026Q1: 2,008 shares; 2026Q2: 2,019 shares 2,019 $296K 0.13% +11 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,198 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,803 shares; 2025Q3: 3,934 shares; 2025Q4: not reported; 2026Q1: 4,223 shares; 2026Q2: 4,379 shares 4,379 $271K 0.12% +156 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: 742 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares 555 $265K 0.11% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,472 shares; 2025Q4: 1,472 shares; 2026Q1: 1,472 shares; 2026Q2: 1,472 shares 1,472 $263K 0.11% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,407 shares; 2024Q4: 10,407 shares; 2025Q1: 10,407 shares; 2025Q2: 10,407 shares; 2025Q3: 10,407 shares; 2025Q4: 10,407 shares; 2026Q1: 10,407 shares; 2026Q2: 10,407 shares 10,407 $262K 0.11% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,729 shares; 2024Q4: 10,729 shares; 2025Q1: 10,729 shares; 2025Q2: 10,729 shares; 2025Q3: 10,729 shares; 2025Q4: 10,729 shares; 2026Q1: 10,729 shares; 2026Q2: 10,729 shares 10,729 $260K 0.11% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,517 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,413 shares; 2026Q1: 2,493 shares; 2026Q2: 2,481 shares 2,481 $258K 0.11% -12 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $256K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 4,153 shares; 2026Q1: 3,056 shares; 2026Q2: 3,056 shares 3,056 $256K 0.11% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 600 shares; 2026Q2: 600 shares 600 $255K 0.11% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008 shares; 2024Q4: 953 shares; 2025Q1: 859 shares; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 789 shares; 2026Q1: 789 shares; 2026Q2: 777 shares 777 $245K 0.11% -12 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL 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: 2,577 shares; 2026Q2: 2,577 shares 2,577 $244K 0.1% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares 555 $240K 0.1% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,796 shares; 2024Q4: 2,768 shares; 2025Q1: 2,753 shares; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares; 2025Q4: 2,159 shares; 2026Q1: 2,422 shares; 2026Q2: 2,422 shares 2,422 $233K 0.1% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,749 shares 2,749 $228K 0.1% new Timeline DFAX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,075 shares; 2026Q2: 6,075 shares 6,075 $224K 0.1% 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: not reported; 2025Q4: not reported; 2026Q1: 3,975 shares; 2026Q2: 4,094 shares 4,094 $219K 0.09% +119 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 742 shares; 2024Q4: 760 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 743 shares; 2026Q2: 743 shares 743 $218K 0.09% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares; 2026Q1: not reported; 2026Q2: 2,522 shares 2,522 $217K 0.09% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,657 shares; 2025Q3: 1,417 shares; 2025Q4: 1,452 shares; 2026Q1: 1,925 shares; 2026Q2: 1,417 shares 1,417 $215K 0.09% -508 Timeline IEUR 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: 2,834 shares; 2026Q1: not reported; 2026Q2: 2,834 shares 2,834 $213K 0.09% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $212K 0.09% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,194 shares; 2024Q4: not reported; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares; 2025Q4: 2,194 shares; 2026Q1: 2,194 shares; 2026Q2: 2,194 shares 2,194 $212K 0.09% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,133 shares 1,133 $209K 0.09% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 421 shares; 2025Q2: 416 shares; 2025Q3: 406 shares; 2025Q4: 416 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $209K 0.09% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,230 shares; 2024Q4: 8,230 shares; 2025Q1: 8,230 shares; 2025Q2: 8,230 shares; 2025Q3: 8,230 shares; 2025Q4: 8,230 shares; 2026Q1: 8,230 shares; 2026Q2: 8,230 shares 8,230 $208K 0.09% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 855 shares 855 $207K 0.09% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 492 shares 492 $207K 0.09% new 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: 923 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 748 shares 748 $203K 0.09% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 2,018 shares 2,018 $202K 0.09% new Timeline WEN WENDYS CO More: the full row for WENDYS 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: 15,000 shares 15,000 $124K 0.05% new Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 17,533 shares 17,533 $103K 0.04% new Timeline PMVP PMV PHARMACEUTICALS INC More: the full row for PMV PHARMACEUTICALS 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: 39,021 shares 39,021 $52.3K 0.02% new Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,500 shares; 2026Q2: 55,000 shares 55,000 $45.4K 0.02% +25,500 Timeline