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: 126,623 shares; 2024Q4: 136,878 shares; 2025Q1: 149,832 shares; 2025Q2: 152,497 shares; 2025Q3: 157,726 shares; 2025Q4: 161,555 shares; 2026Q1: 161,267 shares; 2026Q2: 654,530 shares 654,530 $52.7M 4.96% +493,263 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359,418 shares; 2024Q4: 406,202 shares; 2025Q1: 466,492 shares; 2025Q2: 476,131 shares; 2025Q3: 489,758 shares; 2025Q4: 498,407 shares; 2026Q1: 490,822 shares; 2026Q2: 497,532 shares 497,532 $48.1M 4.52% +6,710 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668,812 shares; 2024Q4: 705,070 shares; 2025Q1: 767,048 shares; 2025Q2: 779,759 shares; 2025Q3: 812,018 shares; 2025Q4: 840,439 shares; 2026Q1: 853,088 shares; 2026Q2: 881,726 shares 881,726 $46.2M 4.35% +28,638 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 695,553 shares; 2024Q4: 732,993 shares; 2025Q1: 774,997 shares; 2025Q2: 783,482 shares; 2025Q3: 803,495 shares; 2025Q4: 816,599 shares; 2026Q1: 801,642 shares; 2026Q2: 808,417 shares 808,417 $41.9M 3.94% +6,775 Timeline JIRE 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: 160,150 shares; 2024Q4: 254,817 shares; 2025Q1: 387,257 shares; 2025Q2: 419,687 shares; 2025Q3: 444,745 shares; 2025Q4: 465,225 shares; 2026Q1: 467,420 shares; 2026Q2: 480,390 shares 480,390 $39.6M 3.73% +12,970 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,184 shares; 2024Q4: 187,288 shares; 2025Q1: 192,679 shares; 2025Q2: 193,251 shares; 2025Q3: 197,105 shares; 2025Q4: 192,634 shares; 2026Q1: 188,165 shares; 2026Q2: 189,385 shares 189,385 $35.6M 3.35% +1,220 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: 64,459 shares; 2024Q4: 63,332 shares; 2025Q1: 61,492 shares; 2025Q2: 61,422 shares; 2025Q3: 60,916 shares; 2025Q4: 47,154 shares; 2026Q1: 37,823 shares; 2026Q2: 30,925 shares 30,925 $32.9M 3.1% -6,898 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: 90,652 shares; 2024Q4: 122,445 shares; 2025Q1: 157,258 shares; 2025Q2: 175,650 shares; 2025Q3: 193,104 shares; 2025Q4: 202,824 shares; 2026Q1: 205,385 shares; 2026Q2: 208,300 shares 208,300 $30.9M 2.91% +2,915 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: 49,933 shares; 2024Q4: 53,856 shares; 2025Q1: 57,803 shares; 2025Q2: 58,433 shares; 2025Q3: 59,424 shares; 2025Q4: 59,533 shares; 2026Q1: 58,824 shares; 2026Q2: 355,675 shares 355,675 $30.6M 2.88% +296,851 Timeline SPAB 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: 697,904 shares; 2024Q4: 849,066 shares; 2025Q1: 983,955 shares; 2025Q2: 1,021,528 shares; 2025Q3: 1,065,835 shares; 2025Q4: 1,103,313 shares; 2026Q1: 1,118,858 shares; 2026Q2: 1,160,764 shares 1,160,764 $29.6M 2.79% +41,906 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810,455 shares; 2024Q4: 912,493 shares; 2025Q1: 998,094 shares; 2025Q2: 1,020,595 shares; 2025Q3: 1,054,891 shares; 2025Q4: 1,102,938 shares; 2026Q1: 1,111,849 shares; 2026Q2: 1,149,762 shares 1,149,762 $26.2M 2.47% +37,913 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: 74,522 shares; 2024Q4: 72,938 shares; 2025Q1: 71,252 shares; 2025Q2: 71,473 shares; 2025Q3: 69,333 shares; 2025Q4: 68,345 shares; 2026Q1: 67,557 shares; 2026Q2: 67,261 shares 67,261 $25.1M 2.36% -296 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: 248,093 shares; 2024Q4: 243,350 shares; 2025Q1: 229,278 shares; 2025Q2: 228,693 shares; 2025Q3: 227,561 shares; 2025Q4: 221,338 shares; 2026Q1: 217,517 shares; 2026Q2: 217,092 shares 217,092 $24.6M 2.31% -425 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,570 shares; 2024Q4: 123,305 shares; 2025Q1: 120,632 shares; 2025Q2: 119,716 shares; 2025Q3: 119,184 shares; 2025Q4: 116,338 shares; 2026Q1: 114,965 shares; 2026Q2: 115,223 shares 115,223 $21.9M 2.06% +258 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,788 shares; 2024Q4: 35,163 shares; 2025Q1: 33,959 shares; 2025Q2: 33,851 shares; 2025Q3: 33,621 shares; 2025Q4: 32,791 shares; 2026Q1: 32,350 shares; 2026Q2: 32,312 shares 32,312 $20.5M 1.93% -38 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: 206,668 shares; 2024Q4: 202,684 shares; 2025Q1: 196,479 shares; 2025Q2: 195,822 shares; 2025Q3: 195,145 shares; 2025Q4: 188,026 shares; 2026Q1: 186,331 shares; 2026Q2: 186,829 shares 186,829 $17.2M 1.62% +498 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,024 shares; 2025Q1: 18,372 shares; 2025Q2: 18,345 shares; 2025Q3: 18,211 shares; 2025Q4: 17,861 shares; 2026Q1: 17,500 shares; 2026Q2: 17,531 shares 17,531 $16.9M 1.59% +31 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: 63,598 shares; 2024Q4: 61,739 shares; 2025Q1: 59,746 shares; 2025Q2: 59,547 shares; 2025Q3: 59,012 shares; 2025Q4: 57,011 shares; 2026Q1: 56,340 shares; 2026Q2: 56,533 shares 56,533 $16.9M 1.59% +193 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: 85,537 shares; 2024Q4: 83,989 shares; 2025Q1: 81,668 shares; 2025Q2: 81,198 shares; 2025Q3: 80,711 shares; 2025Q4: 78,836 shares; 2026Q1: 77,527 shares; 2026Q2: 77,512 shares 77,512 $16.5M 1.55% -15 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: 124,192 shares; 2024Q4: 124,006 shares; 2025Q1: 123,702 shares; 2025Q2: 123,602 shares; 2025Q3: 123,003 shares; 2025Q4: 119,536 shares; 2026Q1: 119,008 shares; 2026Q2: 119,449 shares 119,449 $16.3M 1.54% +441 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,985 shares; 2024Q4: 143,884 shares; 2025Q1: 139,221 shares; 2025Q2: 138,922 shares; 2025Q3: 138,127 shares; 2025Q4: 135,352 shares; 2026Q1: 134,355 shares; 2026Q2: 185,395 shares 185,395 $16.3M 1.53% +51,040 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: 52,497 shares; 2024Q4: 51,482 shares; 2025Q1: 48,347 shares; 2025Q2: 48,396 shares; 2025Q3: 48,389 shares; 2025Q4: 46,810 shares; 2026Q1: 46,205 shares; 2026Q2: 46,023 shares 46,023 $16.2M 1.53% -182 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,150 shares; 2024Q4: 127,835 shares; 2025Q1: 131,744 shares; 2025Q2: 131,487 shares; 2025Q3: 130,856 shares; 2025Q4: 151,681 shares; 2026Q1: 149,514 shares; 2026Q2: 149,901 shares 149,901 $15.5M 1.46% +387 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: 50,653 shares; 2024Q4: 49,484 shares; 2025Q1: 48,796 shares; 2025Q2: 48,062 shares; 2025Q3: 47,860 shares; 2025Q4: 45,906 shares; 2026Q1: 45,921 shares; 2026Q2: 45,620 shares 45,620 $14.9M 1.41% -301 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: 47,502 shares; 2024Q4: 73,093 shares; 2025Q1: 98,689 shares; 2025Q2: 109,680 shares; 2025Q3: 131,302 shares; 2025Q4: 137,541 shares; 2026Q1: 145,782 shares; 2026Q2: 157,363 shares 157,363 $13.8M 1.3% +11,581 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: 56,082 shares; 2024Q4: 54,934 shares; 2025Q1: 53,286 shares; 2025Q2: 52,965 shares; 2025Q3: 52,311 shares; 2025Q4: 51,082 shares; 2026Q1: 50,344 shares; 2026Q2: 50,409 shares 50,409 $13.6M 1.28% +65 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,109 shares; 2024Q4: 295,082 shares; 2025Q1: 257,599 shares; 2025Q2: 244,231 shares; 2025Q3: 231,765 shares; 2025Q4: 218,806 shares; 2026Q1: 205,947 shares; 2026Q2: 204,690 shares 204,690 $13.1M 1.23% -1,257 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: 54,380 shares; 2024Q4: 53,000 shares; 2025Q1: 51,879 shares; 2025Q2: 51,937 shares; 2025Q3: 51,378 shares; 2025Q4: 50,177 shares; 2026Q1: 49,823 shares; 2026Q2: 50,046 shares 50,046 $12.7M 1.2% +223 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: 46,234 shares; 2024Q4: 45,209 shares; 2025Q1: 44,628 shares; 2025Q2: 44,000 shares; 2025Q3: 43,709 shares; 2025Q4: 42,646 shares; 2026Q1: 42,397 shares; 2026Q2: 42,402 shares 42,402 $11.9M 1.12% +5 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: 99,077 shares; 2024Q4: 97,075 shares; 2025Q1: 93,310 shares; 2025Q2: 93,005 shares; 2025Q3: 92,001 shares; 2025Q4: 88,580 shares; 2026Q1: 87,631 shares; 2026Q2: 87,765 shares 87,765 $11.4M 1.07% +134 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: 67,184 shares; 2024Q4: 66,375 shares; 2025Q1: 63,990 shares; 2025Q2: 63,757 shares; 2025Q3: 70,525 shares; 2025Q4: 67,738 shares; 2026Q1: 65,806 shares; 2026Q2: 66,008 shares 66,008 $10.9M 1.03% +202 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,801 shares; 2024Q4: 48,406 shares; 2025Q1: 46,670 shares; 2025Q2: 46,353 shares; 2025Q3: 45,984 shares; 2025Q4: 44,546 shares; 2026Q1: 44,063 shares; 2026Q2: 44,011 shares 44,011 $10.8M 1.02% -52 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: 11,810 shares; 2024Q4: 11,379 shares; 2025Q1: 11,890 shares; 2025Q2: 13,597 shares; 2025Q3: 13,213 shares; 2025Q4: 13,532 shares; 2026Q1: 13,861 shares; 2026Q2: 14,234 shares 14,234 $10.7M 1% +373 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,322 shares; 2024Q4: 158,137 shares; 2025Q1: 153,820 shares; 2025Q2: 153,169 shares; 2025Q3: 151,946 shares; 2025Q4: 148,583 shares; 2026Q1: 145,419 shares; 2026Q2: 145,301 shares 145,301 $10.7M 1% -118 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: 258,207 shares; 2024Q4: 249,374 shares; 2025Q1: 248,412 shares; 2025Q2: 245,385 shares; 2025Q3: 242,891 shares; 2025Q4: 236,481 shares; 2026Q1: 233,509 shares; 2026Q2: 233,690 shares 233,690 $9.89M 0.93% +181 Timeline VSS 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: 22,304 shares; 2024Q4: 35,573 shares; 2025Q1: 50,995 shares; 2025Q2: 55,495 shares; 2025Q3: 58,685 shares; 2025Q4: 61,864 shares; 2026Q1: 62,165 shares; 2026Q2: 63,978 shares 63,978 $9.87M 0.93% +1,813 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,828 shares; 2024Q4: 190,220 shares; 2025Q1: 184,755 shares; 2025Q2: 182,644 shares; 2025Q3: 181,495 shares; 2025Q4: 177,485 shares; 2026Q1: 174,996 shares; 2026Q2: 174,825 shares 174,825 $9.71M 0.91% -171 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: 116,483 shares; 2024Q4: 186,392 shares; 2025Q1: 247,808 shares; 2025Q2: 272,096 shares; 2025Q3: 297,254 shares; 2025Q4: 323,641 shares; 2026Q1: 330,801 shares; 2026Q2: 344,085 shares 344,085 $9.5M 0.89% +13,284 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: 43,495 shares; 2024Q4: 42,415 shares; 2025Q1: 40,694 shares; 2025Q2: 40,521 shares; 2025Q3: 40,115 shares; 2025Q4: 39,223 shares; 2026Q1: 38,753 shares; 2026Q2: 38,742 shares 38,742 $9.22M 0.87% -11 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: 127,032 shares; 2024Q4: 122,342 shares; 2025Q1: 121,113 shares; 2025Q2: 120,767 shares; 2025Q3: 120,113 shares; 2025Q4: 117,479 shares; 2026Q1: 114,878 shares; 2026Q2: 114,555 shares 114,555 $9.04M 0.85% -323 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: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 6,104 shares; 2025Q2: 6,104 shares; 2025Q3: 6,126 shares; 2025Q4: 6,274 shares; 2026Q1: 6,624 shares; 2026Q2: 76,816 shares 76,816 $9.02M 0.85% +70,192 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,600 shares; 2024Q4: 308,718 shares; 2025Q1: 323,409 shares; 2025Q2: 319,389 shares; 2025Q3: 327,602 shares; 2025Q4: 336,869 shares; 2026Q1: 333,138 shares; 2026Q2: 341,363 shares 341,363 $8.73M 0.82% +8,225 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: 64,949 shares; 2024Q4: 64,669 shares; 2025Q1: 63,427 shares; 2025Q2: 62,350 shares; 2025Q3: 61,797 shares; 2025Q4: 60,146 shares; 2026Q1: 59,528 shares; 2026Q2: 59,169 shares 59,169 $8.68M 0.82% -359 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: 78,572 shares; 2024Q4: 165,420 shares; 2025Q1: 163,750 shares; 2025Q2: 182,741 shares; 2025Q3: 181,732 shares; 2025Q4: 182,517 shares; 2026Q1: 201,800 shares; 2026Q2: 218,995 shares 218,995 $7.91M 0.74% +17,195 Timeline BIV 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: 51,891 shares; 2024Q4: 83,544 shares; 2025Q1: 89,238 shares; 2025Q2: 89,780 shares; 2025Q3: 90,288 shares; 2025Q4: 91,302 shares; 2026Q1: 91,218 shares; 2026Q2: 102,792 shares 102,792 $7.88M 0.74% +11,574 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 48,546 shares; 2026Q1: 47,836 shares; 2026Q2: 47,876 shares 47,876 $7.82M 0.74% +40 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: 61,791 shares; 2024Q4: 60,563 shares; 2025Q1: 58,852 shares; 2025Q2: 59,423 shares; 2025Q3: 58,871 shares; 2025Q4: 57,369 shares; 2026Q1: 56,564 shares; 2026Q2: 56,765 shares 56,765 $7.69M 0.72% +201 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: 81,316 shares; 2024Q4: 91,012 shares; 2025Q1: 83,238 shares; 2025Q2: 91,543 shares; 2025Q3: 93,982 shares; 2025Q4: 94,024 shares; 2026Q1: 96,431 shares; 2026Q2: 107,554 shares 107,554 $7.66M 0.72% +11,123 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,234 shares; 2024Q4: 35,082 shares; 2025Q1: 33,193 shares; 2025Q2: 32,579 shares; 2025Q3: 32,648 shares; 2025Q4: 32,640 shares; 2026Q1: 33,475 shares; 2026Q2: 34,757 shares 34,757 $7.57M 0.71% +1,282 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,187 shares; 2024Q4: 145,829 shares; 2025Q1: 100,534 shares; 2025Q2: 89,504 shares; 2025Q3: 87,255 shares; 2025Q4: 85,432 shares; 2026Q1: 80,933 shares; 2026Q2: 80,264 shares 80,264 $7.04M 0.66% -669 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: 23,796 shares; 2024Q4: 23,995 shares; 2025Q1: 23,935 shares; 2025Q2: 24,788 shares; 2025Q3: 24,403 shares; 2025Q4: 25,201 shares; 2026Q1: 24,234 shares; 2026Q2: 24,075 shares 24,075 $6.97M 0.66% -159 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: 23,200 shares; 2024Q4: 21,617 shares; 2025Q1: 19,887 shares; 2025Q2: 20,323 shares; 2025Q3: 20,087 shares; 2025Q4: 19,724 shares; 2026Q1: 19,086 shares; 2026Q2: 18,791 shares 18,791 $6.95M 0.65% -295 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 39,285 shares; 2026Q2: 39,282 shares 39,282 $6.64M 0.63% -3 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,674 shares; 2024Q4: 45,281 shares; 2025Q1: 44,051 shares; 2025Q2: 43,826 shares; 2025Q3: 43,287 shares; 2025Q4: 41,450 shares; 2026Q1: 40,568 shares; 2026Q2: 40,561 shares 40,561 $6.14M 0.58% -7 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: 52,832 shares; 2024Q4: 168,100 shares; 2025Q1: 160,620 shares; 2025Q2: 159,895 shares; 2025Q3: 160,987 shares; 2025Q4: 159,122 shares; 2026Q1: 156,949 shares; 2026Q2: 163,262 shares 163,262 $5.18M 0.49% +6,313 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: 66,065 shares; 2024Q4: 69,314 shares; 2025Q1: 69,013 shares; 2025Q2: 73,253 shares; 2025Q3: 71,842 shares; 2025Q4: 72,606 shares; 2026Q1: 73,605 shares; 2026Q2: 81,337 shares 81,337 $4.86M 0.46% +7,732 Timeline PDN 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: 238,904 shares; 2024Q4: 196,659 shares; 2025Q1: 136,003 shares; 2025Q2: 115,253 shares; 2025Q3: 111,615 shares; 2025Q4: 104,096 shares; 2026Q1: 98,035 shares; 2026Q2: 96,912 shares 96,912 $4.36M 0.41% -1,123 Timeline BND 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: 39,805 shares; 2024Q4: 26,171 shares; 2025Q1: 26,393 shares; 2025Q2: 27,281 shares; 2025Q3: 30,540 shares; 2025Q4: 45,954 shares; 2026Q1: 49,409 shares; 2026Q2: 57,713 shares 57,713 $4.24M 0.4% +8,304 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 30,630 shares 30,630 $4.15M 0.39% new 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: not reported; 2024Q4: 176,676 shares; 2025Q1: 174,242 shares; 2025Q2: 172,749 shares; 2025Q3: 169,404 shares; 2025Q4: 165,269 shares; 2026Q1: 163,117 shares; 2026Q2: 163,108 shares 163,108 $3.93M 0.37% -9 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 26,662 shares; 2025Q4: 42,464 shares; 2026Q1: 41,739 shares; 2026Q2: 41,401 shares 41,401 $3.75M 0.35% -338 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 5 shares 5 $3.74M 0.35% +3 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: 34,886 shares; 2026Q1: 75,944 shares; 2026Q2: 112,177 shares 112,177 $3.49M 0.33% +36,233 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,081 shares; 2024Q4: 29,135 shares; 2025Q1: 28,365 shares; 2025Q2: 32,491 shares; 2025Q3: 32,215 shares; 2025Q4: 32,226 shares; 2026Q1: 31,882 shares; 2026Q2: 61,435 shares 61,435 $3.45M 0.32% +29,553 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: 12,463 shares; 2024Q4: 13,473 shares; 2025Q1: 13,415 shares; 2025Q2: 13,431 shares; 2025Q3: 13,023 shares; 2025Q4: 13,169 shares; 2026Q1: 14,463 shares; 2026Q2: 14,464 shares 14,464 $3.45M 0.32% +1 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: 14,544 shares; 2024Q4: 15,647 shares; 2025Q1: 16,939 shares; 2025Q2: 17,243 shares; 2025Q3: 18,406 shares; 2025Q4: 19,266 shares; 2026Q1: 20,129 shares; 2026Q2: 21,859 shares 21,859 $3.43M 0.32% +1,730 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,463 shares; 2024Q4: 49,364 shares; 2025Q1: 48,367 shares; 2025Q2: 52,591 shares; 2025Q3: 52,360 shares; 2025Q4: 54,729 shares; 2026Q1: 59,287 shares; 2026Q2: 66,204 shares 66,204 $3.21M 0.3% +6,917 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: 21,056 shares; 2024Q4: 24,318 shares; 2025Q1: 23,906 shares; 2025Q2: 23,054 shares; 2025Q3: 24,586 shares; 2025Q4: 24,817 shares; 2026Q1: 29,058 shares; 2026Q2: 33,322 shares 33,322 $3.21M 0.3% +4,264 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,488 shares; 2024Q4: 60,278 shares; 2025Q1: 59,838 shares; 2025Q2: 62,489 shares; 2025Q3: 68,495 shares; 2025Q4: 71,662 shares; 2026Q1: 75,004 shares; 2026Q2: 81,394 shares 81,394 $3.1M 0.29% +6,390 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,718 shares; 2024Q4: 8,496 shares; 2025Q1: 11,776 shares; 2025Q2: 11,775 shares; 2025Q3: 11,772 shares; 2025Q4: 7,590 shares; 2026Q1: 7,590 shares; 2026Q2: 7,590 shares 7,590 $3.09M 0.29% 0 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: 42,142 shares; 2024Q4: 41,027 shares; 2025Q1: 40,144 shares; 2025Q2: 44,330 shares; 2025Q3: 44,450 shares; 2025Q4: 47,642 shares; 2026Q1: 52,495 shares; 2026Q2: 58,028 shares 58,028 $3.06M 0.29% +5,533 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: 4,703 shares; 2024Q4: 4,702 shares; 2025Q1: 4,600 shares; 2025Q2: 5,050 shares; 2025Q3: 5,377 shares; 2025Q4: 5,553 shares; 2026Q1: 5,669 shares; 2026Q2: 6,021 shares 6,021 $3.01M 0.28% +352 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: 2,682 shares; 2024Q4: 2,652 shares; 2025Q1: 2,583 shares; 2025Q2: 2,893 shares; 2025Q3: 2,873 shares; 2025Q4: 2,931 shares; 2026Q1: 2,953 shares; 2026Q2: 2,936 shares 2,936 $2.75M 0.26% -17 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: 7,314 shares; 2024Q4: 7,342 shares; 2025Q1: 7,348 shares; 2025Q2: 7,225 shares; 2025Q3: 7,275 shares; 2025Q4: 7,475 shares; 2026Q1: 7,977 shares; 2026Q2: 7,457 shares 7,457 $2.63M 0.25% -520 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,750 shares; 2024Q4: 212,750 shares; 2025Q1: 212,750 shares; 2025Q2: 212,750 shares; 2025Q3: 212,750 shares; 2025Q4: 211,750 shares; 2026Q1: 211,750 shares; 2026Q2: 211,750 shares 211,750 $2.5M 0.24% 0 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: 17,696 shares; 2024Q4: 53,215 shares; 2025Q1: 53,061 shares; 2025Q2: 72,009 shares; 2025Q3: 72,007 shares; 2025Q4: 72,018 shares; 2026Q1: 72,029 shares; 2026Q2: 72,039 shares 72,039 $2.12M 0.2% +10 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: 16,626 shares; 2024Q4: 9,190 shares; 2025Q1: 8,324 shares; 2025Q2: 8,341 shares; 2025Q3: 8,436 shares; 2025Q4: 8,506 shares; 2026Q1: 8,405 shares; 2026Q2: 8,402 shares 8,402 $1.99M 0.19% -3 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: 20,673 shares; 2024Q4: 13,576 shares; 2025Q1: 13,705 shares; 2025Q2: 16,715 shares; 2025Q3: 20,814 shares; 2025Q4: 28,109 shares; 2026Q1: 40,096 shares; 2026Q2: 40,724 shares 40,724 $1.97M 0.19% +628 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: 8,587 shares; 2024Q4: 22,452 shares; 2025Q1: 22,866 shares; 2025Q2: 23,237 shares; 2025Q3: 22,912 shares; 2025Q4: 23,281 shares; 2026Q1: 22,183 shares; 2026Q2: 22,400 shares 22,400 $1.77M 0.17% +217 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: 5,235 shares; 2024Q4: 4,941 shares; 2025Q1: 5,312 shares; 2025Q2: 6,169 shares; 2025Q3: 6,817 shares; 2025Q4: 8,470 shares; 2026Q1: 8,369 shares; 2026Q2: 8,158 shares 8,158 $1.63M 0.15% -211 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,770 shares; 2024Q4: 10,371 shares; 2025Q1: 10,471 shares; 2025Q2: 10,471 shares; 2025Q3: 10,020 shares; 2025Q4: 8,214 shares; 2026Q1: 8,173 shares; 2026Q2: 15,952 shares 15,952 $1.63M 0.15% +7,779 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,809 shares; 2024Q4: 29,971 shares; 2025Q1: 29,335 shares; 2025Q2: 29,227 shares; 2025Q3: 29,075 shares; 2025Q4: 30,729 shares; 2026Q1: 38,181 shares; 2026Q2: 38,696 shares 38,696 $1.54M 0.14% +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: 3,663 shares; 2024Q4: 3,674 shares; 2025Q1: 3,670 shares; 2025Q2: 3,671 shares; 2025Q3: 3,476 shares; 2025Q4: 3,476 shares; 2026Q1: 3,889 shares; 2026Q2: 3,940 shares 3,940 $1.41M 0.13% +51 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: not reported; 2026Q2: 37,754 shares 37,754 $1.39M 0.13% new 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: 2,104 shares; 2024Q4: 1,981 shares; 2025Q1: 2,083 shares; 2025Q2: 2,124 shares; 2025Q3: 2,367 shares; 2025Q4: 2,480 shares; 2026Q1: 2,287 shares; 2026Q2: 1,839 shares 1,839 $1.38M 0.13% -448 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: 1,550 shares; 2024Q4: 1,492 shares; 2025Q1: 1,513 shares; 2025Q2: 1,500 shares; 2025Q3: 1,533 shares; 2025Q4: 1,824 shares; 2026Q1: 1,841 shares; 2026Q2: 1,851 shares 1,851 $1.36M 0.13% +10 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,716 shares; 2024Q4: 1,662 shares; 2025Q1: 1,584 shares; 2025Q2: 1,463 shares; 2025Q3: 1,374 shares; 2025Q4: 1,415 shares; 2026Q1: 1,410 shares; 2026Q2: 11,047 shares 11,047 $1.32M 0.12% +9,637 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: 2,167 shares; 2024Q4: 2,087 shares; 2025Q1: 1,932 shares; 2025Q2: 2,220 shares; 2025Q3: 2,612 shares; 2025Q4: 2,901 shares; 2026Q1: 3,055 shares; 2026Q2: 3,051 shares 3,051 $1.28M 0.12% -4 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: 5,185 shares; 2024Q4: 18,874 shares; 2025Q1: 18,874 shares; 2025Q2: 17,944 shares; 2025Q3: 22,944 shares; 2025Q4: 22,944 shares; 2026Q1: 21,144 shares; 2026Q2: 21,144 shares 21,144 $1.07M 0.1% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 100,000 shares; 2026Q2: 111,698 shares 111,698 $978K 0.09% +11,698 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: 13,856 shares; 2024Q4: 38,880 shares; 2025Q1: 70,201 shares; 2025Q2: 70,204 shares; 2025Q3: 38,889 shares; 2025Q4: 38,894 shares; 2026Q1: 38,896 shares; 2026Q2: 38,900 shares 38,900 $900K 0.08% +4 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: 2,381 shares; 2024Q4: 2,355 shares; 2025Q1: 2,355 shares; 2025Q2: 2,435 shares; 2025Q3: 2,666 shares; 2025Q4: 2,511 shares; 2026Q1: 1,895 shares; 2026Q2: 1,988 shares 1,988 $732K 0.07% +93 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: 4,342 shares; 2024Q4: 4,310 shares; 2025Q1: 4,310 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares; 2026Q1: 4,329 shares; 2026Q2: 4,464 shares 4,464 $705K 0.07% +135 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,136 shares; 2024Q4: 8,136 shares; 2025Q1: 8,169 shares; 2025Q2: 8,169 shares; 2025Q3: 8,359 shares; 2025Q4: 8,359 shares; 2026Q1: 8,417 shares; 2026Q2: 8,241 shares 8,241 $681K 0.06% -176 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,074 shares; 2024Q4: 3,074 shares; 2025Q1: 3,024 shares; 2025Q2: 3,024 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares; 2026Q1: 3,028 shares; 2026Q2: 3,028 shares 3,028 $668K 0.06% 0 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: 8,690 shares; 2024Q4: 8,425 shares; 2025Q1: 8,090 shares; 2025Q2: 8,458 shares; 2025Q3: 7,708 shares; 2025Q4: 7,708 shares; 2026Q1: 7,708 shares; 2026Q2: 8,458 shares 8,458 $652K 0.06% +750 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: 1,030 shares; 2025Q1: not reported; 2025Q2: 1,084 shares; 2025Q3: 1,157 shares; 2025Q4: 1,094 shares; 2026Q1: 1,798 shares; 2026Q2: 1,723 shares 1,723 $651K 0.06% -75 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142 shares; 2024Q4: 1,117 shares; 2025Q1: 956 shares; 2025Q2: 957 shares; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 910 shares; 2026Q2: 911 shares 911 $650K 0.06% +1 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,101 shares; 2024Q4: 7,818 shares; 2025Q1: 9,357 shares; 2025Q2: 9,357 shares; 2025Q3: 8,692 shares; 2025Q4: 8,407 shares; 2026Q1: 8,057 shares; 2026Q2: 7,819 shares 7,819 $643K 0.06% -238 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,451 shares; 2025Q4: 2,451 shares; 2026Q1: 2,451 shares; 2026Q2: 2,256 shares 2,256 $638K 0.06% -195 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008 shares; 2024Q4: 1,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,008 shares; 2026Q2: 2,008 shares 2,008 $632K 0.06% 0 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: 3,456 shares; 2024Q4: 3,306 shares; 2025Q1: 3,324 shares; 2025Q2: 3,324 shares; 2025Q3: 3,531 shares; 2025Q4: 3,179 shares; 2026Q1: 2,688 shares; 2026Q2: 2,488 shares 2,488 $626K 0.06% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 674 shares; 2026Q1: 772 shares; 2026Q2: 1,671 shares 1,671 $605K 0.06% +899 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: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 16,586 shares; 2025Q4: 16,586 shares; 2026Q1: 15,636 shares; 2026Q2: 15,636 shares 15,636 $598K 0.06% 0 Timeline VSGX 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: 5,462 shares; 2024Q4: 5,720 shares; 2025Q1: 6,999 shares; 2025Q2: 6,723 shares; 2025Q3: 6,723 shares; 2025Q4: 7,348 shares; 2026Q1: 7,295 shares; 2026Q2: 6,983 shares 6,983 $575K 0.05% -312 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,323 shares; 2024Q4: 6,196 shares; 2025Q1: 6,052 shares; 2025Q2: 6,055 shares; 2025Q3: 6,055 shares; 2025Q4: 5,819 shares; 2026Q1: 5,718 shares; 2026Q2: 5,801 shares 5,801 $559K 0.05% +83 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: 1,134 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares; 2026Q2: 1,169 shares 1,169 $559K 0.05% +47 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: 6,319 shares; 2024Q4: 6,319 shares; 2025Q1: 6,319 shares; 2025Q2: 6,319 shares; 2025Q3: 6,119 shares; 2025Q4: 12,238 shares; 2026Q1: 12,238 shares; 2026Q2: 12,238 shares 12,238 $555K 0.05% 0 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: 3,628 shares; 2024Q4: 3,573 shares; 2025Q1: 6,768 shares; 2025Q2: 6,768 shares; 2025Q3: 6,768 shares; 2025Q4: 6,768 shares; 2026Q1: 6,768 shares; 2026Q2: 6,768 shares 6,768 $549K 0.05% 0 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: not reported; 2025Q1: 8,502 shares; 2025Q2: 9,733 shares; 2025Q3: 10,877 shares; 2025Q4: 14,478 shares; 2026Q1: 12,355 shares; 2026Q2: 14,805 shares 14,805 $515K 0.05% +2,450 Timeline ESGV 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: not reported; 2024Q4: not reported; 2025Q1: 2,481 shares; 2025Q2: 2,559 shares; 2025Q3: 2,574 shares; 2025Q4: 3,746 shares; 2026Q1: 3,850 shares; 2026Q2: 3,820 shares 3,820 $505K 0.05% -30 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: 11,024 shares; 2024Q4: 11,024 shares; 2025Q1: 11,024 shares; 2025Q2: 10,906 shares; 2025Q3: 12,286 shares; 2025Q4: 12,286 shares; 2026Q1: 9,266 shares; 2026Q2: 9,266 shares 9,266 $495K 0.05% 0 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: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 3,450 shares 3,450 $494K 0.05% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,925 shares; 2024Q4: 11,925 shares; 2025Q1: 11,925 shares; 2025Q2: 11,725 shares; 2025Q3: 11,475 shares; 2025Q4: 11,475 shares; 2026Q1: 11,325 shares; 2026Q2: 10,995 shares 10,995 $488K 0.05% -330 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: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,306 shares; 2025Q4: 1,318 shares; 2026Q1: 1,277 shares; 2026Q2: 1,272 shares 1,272 $465K 0.04% -5 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: 2,122 shares; 2024Q4: 2,122 shares; 2025Q1: 2,122 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares; 2025Q4: 2,020 shares; 2026Q1: 1,889 shares; 2026Q2: 1,889 shares 1,889 $465K 0.04% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,732 shares; 2024Q4: not reported; 2025Q1: 9,205 shares; 2025Q2: 9,213 shares; 2025Q3: 9,213 shares; 2025Q4: 9,178 shares; 2026Q1: 9,178 shares; 2026Q2: 9,178 shares 9,178 $462K 0.04% 0 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: 1,465 shares; 2025Q4: 1,465 shares; 2026Q1: 1,465 shares; 2026Q2: 1,518 shares 1,518 $460K 0.04% +53 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: not reported; 2025Q3: 17,122 shares; 2025Q4: 17,094 shares; 2026Q1: 17,094 shares; 2026Q2: 16,431 shares 16,431 $455K 0.04% -663 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: 411 shares; 2024Q4: 411 shares; 2025Q1: 538 shares; 2025Q2: 438 shares; 2025Q3: 542 shares; 2025Q4: 610 shares; 2026Q1: 633 shares; 2026Q2: 637 shares 637 $437K 0.04% +4 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 3,650 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $435K 0.04% 0 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: 2,633 shares; 2024Q4: 1,802 shares; 2025Q1: 1,788 shares; 2025Q2: 1,798 shares; 2025Q3: 1,798 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares; 2026Q2: 1,763 shares 1,763 $428K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,278 shares 10,278 $424K 0.04% new 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: 1,102 shares; 2024Q4: 1,078 shares; 2025Q1: 1,070 shares; 2025Q2: 1,030 shares; 2025Q3: 1,062 shares; 2025Q4: 1,058 shares; 2026Q1: 1,055 shares; 2026Q2: 1,099 shares 1,099 $377K 0.04% +44 Timeline ESGE 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: 6,620 shares; 2025Q2: 6,620 shares; 2025Q3: 6,620 shares; 2025Q4: 7,466 shares; 2026Q1: 7,466 shares; 2026Q2: 6,777 shares 6,777 $371K 0.03% -689 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,821 shares; 2024Q4: 10,722 shares; 2025Q1: 10,718 shares; 2025Q2: 10,633 shares; 2025Q3: 2,833 shares; 2025Q4: 4,328 shares; 2026Q1: 4,296 shares; 2026Q2: 3,662 shares 3,662 $369K 0.03% -634 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,346 shares; 2024Q4: 2,249 shares; 2025Q1: 1,905 shares; 2025Q2: 1,895 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares; 2026Q1: 1,819 shares; 2026Q2: 1,760 shares 1,760 $364K 0.03% -59 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 465 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 387 shares; 2025Q4: 4,870 shares; 2026Q1: 4,870 shares; 2026Q2: 4,770 shares 4,770 $341K 0.03% -100 Timeline AGG 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: 3,085 shares; 2025Q1: 2,972 shares; 2025Q2: 3,127 shares; 2025Q3: 3,127 shares; 2025Q4: 3,314 shares; 2026Q1: 3,336 shares; 2026Q2: 3,393 shares 3,393 $336K 0.03% +57 Timeline SPYG 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: 2,757 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 2,757 shares; 2025Q3: 2,757 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares; 2026Q2: 2,757 shares 2,757 $328K 0.03% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X 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: 5,248 shares; 2025Q4: 5,248 shares; 2026Q1: 4,864 shares; 2026Q2: 4,864 shares 4,864 $319K 0.03% 0 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: 13,766 shares; 2024Q4: 13,766 shares; 2025Q1: 13,766 shares; 2025Q2: 14,770 shares; 2025Q3: 6,266 shares; 2025Q4: 6,266 shares; 2026Q1: 6,266 shares; 2026Q2: 6,266 shares 6,266 $312K 0.03% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,198 shares; 2024Q4: 9,188 shares; 2025Q1: 9,188 shares; 2025Q2: 7,779 shares; 2025Q3: 7,479 shares; 2025Q4: 7,238 shares; 2026Q1: 5,709 shares; 2026Q2: 5,817 shares 5,817 $304K 0.03% +108 Timeline DUHP 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: not reported; 2026Q2: 7,033 shares 7,033 $293K 0.03% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,130 shares; 2024Q4: 7,372 shares; 2025Q1: 5,630 shares; 2025Q2: 6,266 shares; 2025Q3: 5,846 shares; 2025Q4: 5,793 shares; 2026Q1: 5,673 shares; 2026Q2: 5,930 shares 5,930 $293K 0.03% +257 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: 499 shares 499 $290K 0.03% new 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: 3,301 shares; 2024Q4: not reported; 2025Q1: 3,096 shares; 2025Q2: 3,091 shares; 2025Q3: 3,172 shares; 2025Q4: 3,177 shares; 2026Q1: 3,221 shares; 2026Q2: 3,509 shares 3,509 $287K 0.03% +288 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: 3,456 shares; 2025Q3: 3,585 shares; 2025Q4: 3,456 shares; 2026Q1: 3,456 shares; 2026Q2: 3,456 shares 3,456 $286K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,110 shares 1,110 $284K 0.03% new Timeline PXF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,695 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,695 shares; 2026Q2: 3,695 shares 3,695 $279K 0.03% 0 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: 423 shares; 2024Q4: 416 shares; 2025Q1: 413 shares; 2025Q2: 445 shares; 2025Q3: 453 shares; 2025Q4: 456 shares; 2026Q1: 495 shares; 2026Q2: 490 shares 490 $276K 0.03% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,499 shares 1,499 $268K 0.03% new Timeline EMXC 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: 2,557 shares; 2026Q2: 2,570 shares 2,570 $263K 0.02% +13 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,706 shares; 2025Q2: 6,718 shares; 2025Q3: 6,729 shares; 2025Q4: 6,880 shares; 2026Q1: 6,888 shares; 2026Q2: 6,898 shares 6,898 $255K 0.02% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,916 shares; 2026Q2: 2,916 shares 2,916 $241K 0.02% 0 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: not reported; 2026Q2: 2,871 shares 2,871 $235K 0.02% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X 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: 2,972 shares; 2026Q2: 2,972 shares 2,972 $234K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 577 shares; 2026Q2: 1,848 shares 1,848 $229K 0.02% +1,271 Timeline VNQI 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: 32,239 shares; 2024Q4: 20,045 shares; 2025Q1: 11,870 shares; 2025Q2: 7,045 shares; 2025Q3: 6,945 shares; 2025Q4: 5,280 shares; 2026Q1: 5,139 shares; 2026Q2: 5,108 shares 5,108 $229K 0.02% -31 Timeline EAGG 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: 4,829 shares 4,829 $229K 0.02% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,878 shares; 2024Q4: 1,878 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares; 2025Q3: 1,909 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,232 shares 1,232 $225K 0.02% new Timeline DFSI 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: not reported; 2026Q2: 4,848 shares 4,848 $219K 0.02% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY 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: 4,962 shares; 2026Q2: 4,962 shares 4,962 $219K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,939 shares; 2024Q4: 95,739 shares; 2025Q1: 97,027 shares; 2025Q2: 96,926 shares; 2025Q3: 95,475 shares; 2025Q4: 120,391 shares; 2026Q1: 107,298 shares; 2026Q2: 4,065 shares 4,065 $210K 0.02% -103,233 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 693 shares 693 $208K 0.02% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,520 shares; 2025Q2: 3,316 shares; 2025Q3: 4,067 shares; 2025Q4: 3,919 shares; 2026Q1: not reported; 2026Q2: 2,541 shares 2,541 $206K 0.02% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168 shares 168 $202K 0.02% new Timeline