IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,965 shares; 2024Q4: 66,822 shares; 2025Q1: 64,778 shares; 2025Q2: 64,778 shares; 2025Q3: 64,778 shares; 2025Q4: 76,132 shares; 2026Q1: 85,429 shares; 2026Q2: 341,716 shares 341,716 $42.4M 12.59% +256,287 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: 121,183 shares; 2024Q4: 117,116 shares; 2025Q1: 115,306 shares; 2025Q2: 116,215 shares; 2025Q3: 122,726 shares; 2025Q4: 163,052 shares; 2026Q1: 165,730 shares; 2026Q2: 167,207 shares 167,207 $40.5M 12.02% +1,477 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: 129,679 shares; 2024Q4: 141,410 shares; 2025Q1: 125,650 shares; 2025Q2: 126,545 shares; 2025Q3: 128,551 shares; 2025Q4: 155,518 shares; 2026Q1: 162,461 shares; 2026Q2: 164,969 shares 164,969 $17.1M 5.08% +2,508 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,726 shares; 2024Q4: 104,546 shares; 2025Q1: 99,840 shares; 2025Q2: 98,152 shares; 2025Q3: 97,846 shares; 2025Q4: 97,999 shares; 2026Q1: 99,152 shares; 2026Q2: 99,383 shares 99,383 $16.1M 4.77% +231 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,691 shares; 2024Q4: 28,690 shares; 2025Q1: 28,690 shares; 2025Q2: 29,050 shares; 2025Q3: 28,904 shares; 2025Q4: 34,285 shares; 2026Q1: 35,314 shares; 2026Q2: 34,722 shares 34,722 $13.7M 4.06% -592 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,681 shares; 2024Q4: 41,021 shares; 2025Q1: 41,021 shares; 2025Q2: 42,783 shares; 2025Q3: 43,625 shares; 2025Q4: 53,869 shares; 2026Q1: 53,508 shares; 2026Q2: 53,073 shares 53,073 $11.7M 3.48% -435 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,444 shares; 2024Q4: 55,242 shares; 2025Q1: 54,033 shares; 2025Q2: 54,033 shares; 2025Q3: 54,033 shares; 2025Q4: 68,587 shares; 2026Q1: 75,496 shares; 2026Q2: 76,317 shares 76,317 $11.2M 3.31% +821 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,039 shares; 2024Q4: 49,829 shares; 2025Q1: 48,818 shares; 2025Q2: 49,998 shares; 2025Q3: 52,101 shares; 2025Q4: 67,887 shares; 2026Q1: 68,811 shares; 2026Q2: 61,801 shares 61,801 $10.2M 3.02% -7,010 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,760 shares; 2026Q1: 19,045 shares; 2026Q2: 19,045 shares 19,045 $9.7M 2.88% 0 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: 13,331 shares; 2024Q4: 23,911 shares; 2025Q1: 12,573 shares; 2025Q2: 12,668 shares; 2025Q3: 11,920 shares; 2025Q4: 12,277 shares; 2026Q1: 12,387 shares; 2026Q2: 12,537 shares 12,537 $9.36M 2.78% +150 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,024 shares; 2024Q4: 66,278 shares; 2025Q1: 66,292 shares; 2025Q2: 64,099 shares; 2025Q3: 62,978 shares; 2025Q4: 51,082 shares; 2026Q1: 50,149 shares; 2026Q2: 47,936 shares 47,936 $7.4M 2.19% -2,213 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,722 shares; 2026Q1: 15,863 shares; 2026Q2: 13,913 shares 13,913 $7.22M 2.14% -1,950 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: 24,593 shares; 2024Q4: 27,851 shares; 2025Q1: 23,969 shares; 2025Q2: 23,925 shares; 2025Q3: 23,455 shares; 2025Q4: 23,469 shares; 2026Q1: 23,510 shares; 2026Q2: 24,451 shares 24,451 $7.08M 2.1% +941 Timeline VONV 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: 41,297 shares; 2024Q4: 64,397 shares; 2025Q1: 41,812 shares; 2025Q2: 41,711 shares; 2025Q3: 42,023 shares; 2025Q4: 40,341 shares; 2026Q1: 47,161 shares; 2026Q2: 47,826 shares 47,826 $5.08M 1.51% +665 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: 17,275 shares; 2024Q4: 17,727 shares; 2025Q1: 15,930 shares; 2025Q2: 15,110 shares; 2025Q3: 14,930 shares; 2025Q4: 15,256 shares; 2026Q1: 12,459 shares; 2026Q2: 12,510 shares 12,510 $4.67M 1.38% +51 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,184 shares; 2024Q4: 15,859 shares; 2025Q1: 8,312 shares; 2025Q2: 8,397 shares; 2025Q3: 8,524 shares; 2025Q4: 8,798 shares; 2026Q1: 10,723 shares; 2026Q2: 10,981 shares 10,981 $4.5M 1.33% +258 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: 15,689 shares; 2024Q4: 24,444 shares; 2025Q1: 16,044 shares; 2025Q2: 10,078 shares; 2025Q3: 10,362 shares; 2025Q4: 10,821 shares; 2026Q1: 13,630 shares; 2026Q2: 14,006 shares 14,006 $4.21M 1.25% +376 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: 39,560 shares; 2024Q4: not reported; 2025Q1: 26,398 shares; 2025Q2: 27,578 shares; 2025Q3: 26,969 shares; 2025Q4: 27,080 shares; 2026Q1: 29,772 shares; 2026Q2: 29,853 shares 29,853 $4.17M 1.24% +81 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: 3,278 shares; 2024Q4: 5,592 shares; 2025Q1: 3,282 shares; 2025Q2: 3,345 shares; 2025Q3: 3,312 shares; 2025Q4: 3,178 shares; 2026Q1: 3,359 shares; 2026Q2: 3,337 shares 3,337 $3.55M 1.05% -22 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: 39,027 shares; 2024Q4: 61,155 shares; 2025Q1: 39,780 shares; 2025Q2: 39,747 shares; 2025Q3: 40,145 shares; 2025Q4: 38,807 shares; 2026Q1: 46,346 shares; 2026Q2: 47,322 shares 47,322 $3.54M 1.05% +976 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: 18,481 shares; 2024Q4: 32,163 shares; 2025Q1: 17,319 shares; 2025Q2: 17,196 shares; 2025Q3: 16,395 shares; 2025Q4: 16,478 shares; 2026Q1: 16,961 shares; 2026Q2: 17,476 shares 17,476 $3.5M 1.04% +515 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: 8,282 shares; 2024Q4: 12,138 shares; 2025Q1: 9,505 shares; 2025Q2: 10,920 shares; 2025Q3: 11,010 shares; 2025Q4: 10,542 shares; 2026Q1: 9,665 shares; 2026Q2: 9,763 shares 9,763 $3.49M 1.03% +98 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: 9,432 shares; 2024Q4: 15,170 shares; 2025Q1: 9,364 shares; 2025Q2: 9,210 shares; 2025Q3: 9,157 shares; 2025Q4: 8,687 shares; 2026Q1: 9,391 shares; 2026Q2: 9,401 shares 9,401 $3.46M 1.03% +10 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: 8,174 shares; 2024Q4: 10,307 shares; 2025Q1: 9,153 shares; 2025Q2: 8,980 shares; 2025Q3: 8,798 shares; 2025Q4: 8,742 shares; 2026Q1: 8,973 shares; 2026Q2: 9,510 shares 9,510 $3.36M 1% +537 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: 35,473 shares; 2025Q1: 8,939 shares; 2025Q2: 3,216 shares; 2025Q3: 3,467 shares; 2025Q4: 39,180 shares; 2026Q1: 33,539 shares; 2026Q2: 37,204 shares 37,204 $3.27M 0.97% +3,665 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: 10,133 shares; 2024Q4: 13,323 shares; 2025Q1: 10,064 shares; 2025Q2: 10,041 shares; 2025Q3: 9,823 shares; 2025Q4: 9,675 shares; 2026Q1: 9,748 shares; 2026Q2: 9,835 shares 9,835 $3.22M 0.95% +87 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: 2,461 shares; 2024Q4: 4,852 shares; 2025Q1: 2,591 shares; 2025Q2: 2,748 shares; 2025Q3: 2,781 shares; 2025Q4: 2,830 shares; 2026Q1: 3,944 shares; 2026Q2: 4,152 shares 4,152 $2.85M 0.85% +208 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,765 shares; 2024Q4: 26,485 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares; 2025Q4: 21,180 shares; 2026Q1: 20,500 shares; 2026Q2: 20,435 shares 20,435 $2.81M 0.83% -65 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,821 shares 18,821 $2.57M 0.76% new 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: 5,548 shares; 2024Q4: 5,837 shares; 2025Q1: 5,624 shares; 2025Q2: 5,625 shares; 2025Q3: 5,624 shares; 2025Q4: 6,489 shares; 2026Q1: 6,820 shares; 2026Q2: 6,786 shares 6,786 $2.56M 0.76% -34 Timeline XLU 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; 2024Q3: 22,333 shares; 2024Q4: 35,321 shares; 2025Q1: 22,748 shares; 2025Q2: 22,653 shares; 2025Q3: 22,830 shares; 2025Q4: 42,691 shares; 2026Q1: 51,948 shares; 2026Q2: 53,375 shares 53,375 $2.42M 0.72% +1,427 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: 19,562 shares; 2024Q4: 28,187 shares; 2025Q1: 19,468 shares; 2025Q2: 19,638 shares; 2025Q3: 19,617 shares; 2025Q4: 18,420 shares; 2026Q1: 20,198 shares; 2026Q2: 20,236 shares 20,236 $2.38M 0.71% +38 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,044 shares; 2024Q4: 111,905 shares; 2025Q1: 73,258 shares; 2025Q2: 72,716 shares; 2025Q3: 73,579 shares; 2025Q4: 70,451 shares; 2026Q1: 83,201 shares; 2026Q2: 84,182 shares 84,182 $2.28M 0.68% +981 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,958 shares; 2024Q4: 60,280 shares; 2025Q1: 60,507 shares; 2025Q2: 58,680 shares; 2025Q3: 57,666 shares; 2025Q4: 46,136 shares; 2026Q1: 45,349 shares; 2026Q2: 43,317 shares 43,317 $2.26M 0.67% -2,032 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,990 shares; 2024Q4: 30,990 shares; 2025Q1: 31,800 shares; 2025Q2: 31,180 shares; 2025Q3: 30,295 shares; 2025Q4: 29,675 shares; 2026Q1: 27,655 shares; 2026Q2: 27,055 shares 27,055 $2.09M 0.62% -600 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: 10,164 shares; 2024Q4: 12,394 shares; 2025Q1: 9,253 shares; 2025Q2: 8,998 shares; 2025Q3: 8,960 shares; 2025Q4: 9,080 shares; 2026Q1: 8,450 shares; 2026Q2: 8,601 shares 8,601 $2.05M 0.61% +151 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: 4,606 shares; 2024Q4: 6,543 shares; 2025Q1: 4,347 shares; 2025Q2: 5,394 shares; 2025Q3: 5,305 shares; 2025Q4: 4,416 shares; 2026Q1: 5,906 shares; 2026Q2: 5,950 shares 5,950 $2.04M 0.61% +44 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: 1,062 shares; 2024Q4: 2,718 shares; 2025Q1: 1,045 shares; 2025Q2: 1,629 shares; 2025Q3: 1,613 shares; 2025Q4: 1,512 shares; 2026Q1: 1,671 shares; 2026Q2: 1,681 shares 1,681 $2.02M 0.6% +10 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: 5,022 shares; 2024Q4: 9,181 shares; 2025Q1: 5,129 shares; 2025Q2: 7,520 shares; 2025Q3: 7,498 shares; 2025Q4: 8,311 shares; 2026Q1: 8,055 shares; 2026Q2: 8,000 shares 8,000 $2.01M 0.6% -55 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: 8,157 shares; 2024Q4: 8,213 shares; 2025Q1: 7,551 shares; 2025Q2: 7,428 shares; 2025Q3: 7,363 shares; 2025Q4: 7,335 shares; 2026Q1: 7,778 shares; 2026Q2: 7,755 shares 7,755 $1.97M 0.58% -23 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,178 shares; 2024Q4: 2,563 shares; 2025Q1: 1,163 shares; 2025Q2: 1,876 shares; 2025Q3: 1,819 shares; 2025Q4: 1,707 shares; 2026Q1: 1,887 shares; 2026Q2: 1,897 shares 1,897 $1.92M 0.57% +10 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: 28,119 shares; 2024Q4: 43,653 shares; 2025Q1: 28,022 shares; 2025Q2: 28,109 shares; 2025Q3: 27,394 shares; 2025Q4: 25,346 shares; 2026Q1: 27,816 shares; 2026Q2: 28,013 shares 28,013 $1.69M 0.5% +197 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,104 shares; 2024Q4: 7,548 shares; 2025Q1: 5,067 shares; 2025Q2: 5,129 shares; 2025Q3: 5,105 shares; 2025Q4: 5,085 shares; 2026Q1: 5,655 shares; 2026Q2: 5,646 shares 5,646 $1.57M 0.47% -9 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,938 shares; 2024Q4: 43,534 shares; 2025Q1: 25,338 shares; 2025Q2: 25,478 shares; 2025Q3: 25,445 shares; 2025Q4: 23,634 shares; 2026Q1: 25,726 shares; 2026Q2: 25,813 shares 25,813 $1.49M 0.44% +87 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: 3,976 shares; 2024Q4: 5,286 shares; 2025Q1: 3,813 shares; 2025Q2: 3,814 shares; 2025Q3: 3,873 shares; 2025Q4: 3,568 shares; 2026Q1: 4,053 shares; 2026Q2: 4,102 shares 4,102 $1.45M 0.43% +49 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: 24,205 shares; 2024Q4: 35,595 shares; 2025Q1: 24,440 shares; 2025Q2: 24,847 shares; 2025Q3: 24,243 shares; 2025Q4: 21,373 shares; 2026Q1: 24,638 shares; 2026Q2: 24,897 shares 24,897 $1.42M 0.42% +259 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: 1,367 shares; 2024Q4: 1,994 shares; 2025Q1: 1,365 shares; 2025Q2: 1,371 shares; 2025Q3: 1,345 shares; 2025Q4: 1,596 shares; 2026Q1: 1,479 shares; 2026Q2: 1,507 shares 1,507 $1.41M 0.42% +28 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: 10,654 shares; 2024Q4: 11,656 shares; 2025Q1: 9,770 shares; 2025Q2: 9,621 shares; 2025Q3: 9,744 shares; 2025Q4: 9,557 shares; 2026Q1: 10,498 shares; 2026Q2: 10,703 shares 10,703 $1.38M 0.41% +205 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,531 shares; 2025Q1: 9,511 shares; 2025Q2: 9,672 shares; 2025Q3: 9,646 shares; 2025Q4: 3,945 shares; 2026Q1: 10,767 shares; 2026Q2: 10,621 shares 10,621 $1.34M 0.4% -146 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,651 shares; 2024Q4: 8,948 shares; 2025Q1: 5,717 shares; 2025Q2: 5,752 shares; 2025Q3: 5,736 shares; 2025Q4: 5,345 shares; 2026Q1: 5,950 shares; 2026Q2: 6,016 shares 6,016 $1.34M 0.4% +66 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: 10,304 shares; 2024Q4: 20,868 shares; 2025Q1: 10,354 shares; 2025Q2: 10,358 shares; 2025Q3: 10,276 shares; 2025Q4: 10,551 shares; 2026Q1: 11,554 shares; 2026Q2: 11,835 shares 11,835 $1.34M 0.4% +281 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,966 shares; 2024Q4: 3,996 shares; 2025Q1: 1,948 shares; 2025Q2: 3,518 shares; 2025Q3: 3,526 shares; 2025Q4: 3,279 shares; 2026Q1: 3,637 shares; 2026Q2: 3,678 shares 3,678 $1.33M 0.4% +41 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,163 shares; 2024Q4: 6,163 shares; 2025Q1: 6,163 shares; 2025Q2: 6,163 shares; 2025Q3: 5,970 shares; 2025Q4: 6,320 shares; 2026Q1: 5,970 shares; 2026Q2: 5,790 shares 5,790 $1.31M 0.39% -180 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: 1,559 shares; 2024Q4: 3,647 shares; 2025Q1: 2,088 shares; 2025Q2: 2,604 shares; 2025Q3: 2,609 shares; 2025Q4: 2,515 shares; 2026Q1: 2,552 shares; 2026Q2: 2,589 shares 2,589 $1.3M 0.38% +37 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: 1,526 shares; 2024Q4: 3,062 shares; 2025Q1: 1,681 shares; 2025Q2: 2,402 shares; 2025Q3: 2,343 shares; 2025Q4: 1,640 shares; 2026Q1: 2,480 shares; 2026Q2: 2,508 shares 2,508 $1.29M 0.38% +28 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: 8,701 shares; 2024Q4: 14,868 shares; 2025Q1: 8,408 shares; 2025Q2: 8,439 shares; 2025Q3: 8,326 shares; 2025Q4: 6,799 shares; 2026Q1: 8,119 shares; 2026Q2: 8,301 shares 8,301 $1.22M 0.36% +182 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: 2,709 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,882 shares; 2025Q3: 1,879 shares; 2025Q4: 1,783 shares; 2026Q1: 1,048 shares; 2026Q2: 1,038 shares 1,038 $1.2M 0.36% -10 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: 10,475 shares; 2024Q4: 18,098 shares; 2025Q1: 10,009 shares; 2025Q2: 10,070 shares; 2025Q3: 10,228 shares; 2025Q4: 10,585 shares; 2026Q1: 12,036 shares; 2026Q2: 12,485 shares 12,485 $1.01M 0.3% +449 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,610 shares 4,610 $998K 0.3% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 411 shares; 2025Q4: 379 shares; 2026Q1: not reported; 2026Q2: 1,745 shares 1,745 $983K 0.29% 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: 1,888 shares; 2024Q4: 4,259 shares; 2025Q1: 1,959 shares; 2025Q2: 3,348 shares; 2025Q3: 3,354 shares; 2025Q4: 2,738 shares; 2026Q1: 4,290 shares; 2026Q2: 4,347 shares 4,347 $974K 0.29% +57 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: 4,156 shares; 2024Q4: 8,854 shares; 2025Q1: 4,354 shares; 2025Q2: 4,556 shares; 2025Q3: 4,591 shares; 2025Q4: 4,713 shares; 2026Q1: 5,673 shares; 2026Q2: 5,873 shares 5,873 $974K 0.29% +200 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: 3,554 shares; 2024Q4: 5,395 shares; 2025Q1: 3,471 shares; 2025Q2: 3,503 shares; 2025Q3: 3,616 shares; 2025Q4: 3,953 shares; 2026Q1: 3,336 shares; 2026Q2: 3,408 shares 3,408 $921K 0.27% +72 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: 8,788 shares; 2024Q4: 12,981 shares; 2025Q1: 8,847 shares; 2025Q2: 8,754 shares; 2025Q3: 8,725 shares; 2025Q4: 9,619 shares; 2026Q1: 9,924 shares; 2026Q2: 9,802 shares 9,802 $889K 0.26% -122 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: 7,395 shares; 2024Q4: 10,576 shares; 2025Q1: 5,511 shares; 2025Q2: 5,731 shares; 2025Q3: 5,832 shares; 2025Q4: 4,308 shares; 2026Q1: 5,769 shares; 2026Q2: 5,954 shares 5,954 $873K 0.26% +185 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 5,694 shares; 2025Q1: 3,722 shares; 2025Q2: 2,041 shares; 2025Q3: 2,069 shares; 2025Q4: 2,161 shares; 2026Q1: 2,688 shares; 2026Q2: 2,782 shares 2,782 $871K 0.26% +94 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,790 shares; 2024Q4: 16,027 shares; 2025Q1: 8,031 shares; 2025Q2: 8,359 shares; 2025Q3: 8,427 shares; 2025Q4: 8,173 shares; 2026Q1: 10,313 shares; 2026Q2: 10,694 shares 10,694 $837K 0.25% +381 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,741 shares; 2024Q4: 13,802 shares; 2025Q1: 31,241 shares; 2025Q2: 32,175 shares; 2025Q3: 32,716 shares; 2025Q4: 32,437 shares; 2026Q1: 32,794 shares; 2026Q2: 34,264 shares 34,264 $825K 0.24% +1,470 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,524 shares; 2024Q4: 8,264 shares; 2025Q1: 7,942 shares; 2025Q2: 5,763 shares; 2025Q3: 5,965 shares; 2025Q4: not reported; 2026Q1: 7,347 shares; 2026Q2: 7,593 shares 7,593 $816K 0.24% +246 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: 5,829 shares; 2024Q4: 14,187 shares; 2025Q1: 6,420 shares; 2025Q2: 6,922 shares; 2025Q3: 7,083 shares; 2025Q4: 7,120 shares; 2026Q1: 9,585 shares; 2026Q2: 9,911 shares 9,911 $796K 0.24% +326 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: 6,253 shares; 2024Q4: 13,601 shares; 2025Q1: 6,698 shares; 2025Q2: 6,940 shares; 2025Q3: 6,247 shares; 2025Q4: 6,217 shares; 2026Q1: 7,742 shares; 2026Q2: 8,097 shares 8,097 $779K 0.23% +355 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,771 shares; 2025Q4: not reported; 2026Q1: 16,822 shares; 2026Q2: 17,599 shares 17,599 $745K 0.22% +777 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; 2024Q3: not reported; 2024Q4: 4,612 shares; 2025Q1: 3,657 shares; 2025Q2: 3,657 shares; 2025Q3: 3,657 shares; 2025Q4: 2,915 shares; 2026Q1: 2,915 shares; 2026Q2: 4,356 shares 4,356 $740K 0.22% +1,441 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,200 shares; 2026Q1: 7,000 shares; 2026Q2: 6,265 shares 6,265 $736K 0.22% -735 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,157 shares; 2025Q3: 2,133 shares; 2025Q4: 2,132 shares; 2026Q1: 2,178 shares; 2026Q2: 2,128 shares 2,128 $634K 0.19% -50 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,764 shares; 2024Q4: 11,764 shares; 2025Q1: 11,764 shares; 2025Q2: 11,764 shares; 2025Q3: 8,227 shares; 2025Q4: 8,227 shares; 2026Q1: 8,214 shares; 2026Q2: 8,214 shares 8,214 $634K 0.19% 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: not reported; 2024Q4: not reported; 2025Q1: 1,459 shares; 2025Q2: 1,450 shares; 2025Q3: 1,422 shares; 2025Q4: 1,618 shares; 2026Q1: 1,539 shares; 2026Q2: 1,548 shares 1,548 $579K 0.17% +9 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: 887 shares; 2025Q4: 1,358 shares; 2026Q1: 1,290 shares; 2026Q2: 1,174 shares 1,174 $561K 0.17% -116 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,005 shares; 2024Q4: 8,838 shares; 2025Q1: 8,772 shares; 2025Q2: 7,733 shares; 2025Q3: 6,363 shares; 2025Q4: 6,363 shares; 2026Q1: 6,389 shares; 2026Q2: 6,389 shares 6,389 $547K 0.16% 0 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: 745 shares; 2024Q4: 745 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 706 shares; 2026Q1: 706 shares; 2026Q2: 706 shares 706 $520K 0.15% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,247 shares 2,247 $497K 0.15% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,976 shares 1,976 $442K 0.13% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,962 shares; 2024Q4: 7,963 shares; 2025Q1: 8,208 shares; 2025Q2: 8,208 shares; 2025Q3: 8,208 shares; 2025Q4: 7,580 shares; 2026Q1: 7,334 shares; 2026Q2: 2,840 shares 2,840 $421K 0.12% -4,494 Timeline SNPE DBX ETF TR More: the full row for DBX 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: 5,799 shares; 2026Q1: 5,799 shares; 2026Q2: 5,852 shares 5,852 $403K 0.12% +53 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 1,366 shares; 2026Q2: 1,015 shares 1,015 $346K 0.1% -351 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,081 shares; 2026Q2: 4,908 shares 4,908 $343K 0.1% -1,173 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,730 shares; 2024Q4: 8,701 shares; 2025Q1: 8,042 shares; 2025Q2: 7,989 shares; 2025Q3: 8,153 shares; 2025Q4: 8,348 shares; 2026Q1: 8,395 shares; 2026Q2: 8,456 shares 8,456 $338K 0.1% +61 Timeline DFUS 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: 4,054 shares; 2026Q2: 4,054 shares 4,054 $332K 0.1% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 896 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,423 shares; 2026Q1: 1,573 shares; 2026Q2: 1,640 shares 1,640 $312K 0.09% +67 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 747 shares; 2025Q1: 823 shares; 2025Q2: 716 shares; 2025Q3: 605 shares; 2025Q4: 869 shares; 2026Q1: 809 shares; 2026Q2: 795 shares 795 $298K 0.09% -14 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,994 shares; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,994 shares; 2025Q4: 1,994 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $285K 0.08% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,834 shares; 2024Q4: 2,816 shares; 2025Q1: not reported; 2025Q2: 2,792 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,194 shares; 2026Q2: 950 shares 950 $283K 0.08% -1,244 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: 547 shares; 2024Q4: 549 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 547 shares; 2026Q2: 3,282 shares 3,282 $283K 0.08% +2,735 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 487 shares; 2026Q2: 606 shares 606 $278K 0.08% +119 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532 shares; 2024Q4: 1,340 shares; 2025Q1: 1,400 shares; 2025Q2: 1,178 shares; 2025Q3: 945 shares; 2025Q4: 1,736 shares; 2026Q1: 1,275 shares; 2026Q2: 1,265 shares 1,265 $276K 0.08% -10 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; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 830 shares; 2026Q2: 3,320 shares 3,320 $267K 0.08% +2,490 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: not reported; 2024Q4: not reported; 2025Q1: 5,469 shares; 2025Q2: 5,469 shares; 2025Q3: 5,069 shares; 2025Q4: 5,069 shares; 2026Q1: 5,069 shares; 2026Q2: 5,069 shares 5,069 $252K 0.07% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC 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: 851 shares; 2026Q1: not reported; 2026Q2: 701 shares 701 $252K 0.07% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,647 shares; 2024Q4: 3,407 shares; 2025Q1: 3,063 shares; 2025Q2: 2,744 shares; 2025Q3: 2,392 shares; 2025Q4: 2,814 shares; 2026Q1: 3,121 shares; 2026Q2: 3,445 shares 3,445 $249K 0.07% +324 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432 shares; 2024Q4: 402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 527 shares; 2026Q1: 571 shares; 2026Q2: 624 shares 624 $248K 0.07% +53 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 611 shares; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 978 shares; 2026Q1: 1,105 shares; 2026Q2: 1,079 shares 1,079 $248K 0.07% -26 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,331 shares; 2026Q2: 4,331 shares 4,331 $238K 0.07% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS 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: 1,400 shares 1,400 $238K 0.07% new Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 898 shares 898 $234K 0.07% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,917 shares; 2024Q4: 1,918 shares; 2025Q1: 1,907 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,715 shares; 2026Q1: 1,070 shares; 2026Q2: 1,061 shares 1,061 $226K 0.07% -9 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 277 shares; 2025Q3: 254 shares; 2025Q4: 284 shares; 2026Q1: 237 shares; 2026Q2: 160 shares 160 $221K 0.07% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,065 shares 3,065 $218K 0.06% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) 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: 2,490 shares; 2026Q1: 2,175 shares; 2026Q2: 2,360 shares 2,360 $218K 0.06% +185 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $211K 0.06% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $204K 0.06% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG 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: not reported; 2026Q2: 1,340 shares 1,340 $202K 0.06% new Timeline FUTUREONE INC FUTUREONE INC More: the full row for FUTUREONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $0 0% 0 Value filed as zero, left out of ratios.