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: 168,573 shares; 2024Q4: 150,383 shares; 2025Q1: 150,384 shares; 2025Q2: 149,324 shares; 2025Q3: 138,306 shares; 2025Q4: 139,276 shares; 2026Q1: 138,494 shares; 2026Q2: 134,808 shares 134,808 $49.9M 13.53% -3,686 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,409 shares; 2024Q4: 82,410 shares; 2025Q1: 77,438 shares; 2025Q2: 69,804 shares; 2025Q3: 71,694 shares; 2025Q4: 74,044 shares; 2026Q1: 368,275 shares; 2026Q2: 361,428 shares 361,428 $36.4M 9.87% -6,847 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300,977 shares; 2025Q3: 428,200 shares; 2025Q4: 440,533 shares; 2026Q1: 464,276 shares; 2026Q2: 454,572 shares 454,572 $34.4M 9.33% -9,704 Timeline BIL 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: 846,237 shares; 2024Q4: 791,861 shares; 2025Q1: 702,227 shares; 2025Q2: 446,544 shares; 2025Q3: 349,561 shares; 2025Q4: 396,462 shares; 2026Q1: 375,265 shares; 2026Q2: 375,328 shares 375,328 $34.4M 9.33% +63 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,976 shares; 2024Q4: 176,521 shares; 2025Q1: 172,645 shares; 2025Q2: 170,467 shares; 2025Q3: 163,991 shares; 2025Q4: 165,244 shares; 2026Q1: 162,607 shares; 2026Q2: 161,373 shares 161,373 $17.7M 4.79% -1,234 Timeline VGSH 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: 244,895 shares; 2024Q4: 242,035 shares; 2025Q1: 238,450 shares; 2025Q2: 230,818 shares; 2025Q3: 221,277 shares; 2025Q4: 211,186 shares; 2026Q1: 218,505 shares; 2026Q2: 216,254 shares 216,254 $12.6M 3.41% -2,251 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: 35,569 shares; 2024Q4: 28,609 shares; 2025Q1: 28,754 shares; 2025Q2: 26,220 shares; 2025Q3: 26,112 shares; 2025Q4: 26,336 shares; 2026Q1: 13,392 shares; 2026Q2: 13,308 shares 13,308 $9.94M 2.7% -84 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: 528,714 shares; 2024Q4: 359,785 shares; 2025Q1: 359,166 shares; 2025Q2: 327,611 shares; 2025Q3: 320,618 shares; 2025Q4: 319,126 shares; 2026Q1: 260,344 shares; 2026Q2: 255,306 shares 255,306 $9.76M 2.65% -5,038 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: 46,063 shares; 2024Q4: 30,204 shares; 2025Q1: 30,507 shares; 2025Q2: 28,971 shares; 2025Q3: 28,509 shares; 2025Q4: 29,791 shares; 2026Q1: 29,412 shares; 2026Q2: 28,891 shares 28,891 $8.36M 2.27% -521 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: 8,362 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,347 shares; 2026Q2: 37,970 shares 37,970 $8.27M 2.24% +623 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: 62,995 shares; 2024Q4: 62,189 shares; 2025Q1: 67,015 shares; 2025Q2: 68,125 shares; 2025Q3: 63,933 shares; 2025Q4: 89,726 shares; 2026Q1: 66,649 shares; 2026Q2: 134,856 shares 134,856 $7.57M 2.05% +68,207 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,938 shares; 2024Q4: 122,481 shares; 2025Q1: 108,578 shares; 2025Q2: 86,275 shares; 2025Q3: 65,902 shares; 2025Q4: 105,243 shares; 2026Q1: 105,573 shares; 2026Q2: 119,748 shares 119,748 $5.97M 1.62% +14,175 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472,039 shares; 2024Q4: 570,978 shares; 2025Q1: 564,491 shares; 2025Q2: 600,907 shares; 2025Q3: 562,030 shares; 2025Q4: 566,132 shares; 2026Q1: 113,716 shares; 2026Q2: 110,661 shares 110,661 $5.57M 1.51% -3,055 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: 44,626 shares; 2026Q2: 44,381 shares 44,381 $4.54M 1.23% -245 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,021 shares; 2024Q4: 189,939 shares; 2025Q1: 98,430 shares; 2025Q2: 97,678 shares; 2025Q3: 93,638 shares; 2025Q4: 95,176 shares; 2026Q1: 94,203 shares; 2026Q2: 93,510 shares 93,510 $4.39M 1.19% -693 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,340 shares; 2025Q2: 161,840 shares; 2025Q3: 155,544 shares; 2025Q4: 51,909 shares; 2026Q1: 51,024 shares; 2026Q2: 50,700 shares 50,700 $4.33M 1.18% -324 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,562 shares; 2025Q2: 21,913 shares; 2025Q3: 14,824 shares; 2025Q4: 14,896 shares; 2026Q1: 14,617 shares; 2026Q2: 9,488 shares 9,488 $4.11M 1.12% -5,129 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,747 shares; 2025Q1: 14,310 shares; 2025Q2: 14,112 shares; 2025Q3: 13,716 shares; 2025Q4: 11,605 shares; 2026Q1: 11,378 shares; 2026Q2: 11,073 shares 11,073 $3.96M 1.07% -305 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: 15,398 shares; 2024Q4: 15,242 shares; 2025Q1: 15,534 shares; 2025Q2: 15,325 shares; 2025Q3: 14,863 shares; 2025Q4: 15,055 shares; 2026Q1: 14,858 shares; 2026Q2: 13,964 shares 13,964 $3.51M 0.95% -894 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: 65,894 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,453 shares; 2025Q3: 39,954 shares; 2025Q4: 40,575 shares; 2026Q1: 40,088 shares; 2026Q2: 29,238 shares 29,238 $3.43M 0.93% -10,850 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: 12,897 shares; 2024Q4: 12,444 shares; 2025Q1: 12,331 shares; 2025Q2: 12,664 shares; 2025Q3: 12,324 shares; 2025Q4: 12,500 shares; 2026Q1: 12,418 shares; 2026Q2: 12,055 shares 12,055 $3.39M 0.92% -363 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: 25,007 shares; 2024Q4: 25,279 shares; 2025Q1: 26,423 shares; 2025Q2: 26,389 shares; 2025Q3: 25,514 shares; 2025Q4: 25,081 shares; 2026Q1: 25,631 shares; 2026Q2: 24,880 shares 24,880 $3.2M 0.87% -751 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,347 shares 11,347 $3.09M 0.84% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,231 shares; 2024Q4: 8,763 shares; 2025Q1: 8,999 shares; 2025Q2: 9,120 shares; 2025Q3: 7,250 shares; 2025Q4: 7,369 shares; 2026Q1: 7,263 shares; 2026Q2: 7,036 shares 7,036 $3M 0.81% -227 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: 8,138 shares; 2024Q4: 8,439 shares; 2025Q1: 8,609 shares; 2025Q2: 8,605 shares; 2025Q3: 8,335 shares; 2025Q4: 8,460 shares; 2026Q1: 8,363 shares; 2026Q2: 8,112 shares 8,112 $2.94M 0.8% -251 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: 11,651 shares; 2024Q4: 11,020 shares; 2025Q1: 10,293 shares; 2025Q2: 9,182 shares; 2025Q3: 9,123 shares; 2025Q4: 8,572 shares; 2026Q1: 8,336 shares; 2026Q2: 7,899 shares 7,899 $2.79M 0.76% -437 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: 16,963 shares; 2024Q4: 12,832 shares; 2025Q1: 13,368 shares; 2025Q2: 13,497 shares; 2025Q3: 9,029 shares; 2025Q4: 9,127 shares; 2026Q1: 9,049 shares; 2026Q2: 7,174 shares 7,174 $2.71M 0.74% -1,875 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: 10,131 shares; 2024Q4: 10,019 shares; 2025Q1: 9,907 shares; 2025Q2: 10,150 shares; 2025Q3: 7,964 shares; 2025Q4: 8,115 shares; 2026Q1: 8,049 shares; 2026Q2: 7,842 shares 7,842 $2.69M 0.73% -207 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: 7,587 shares; 2024Q4: 7,379 shares; 2025Q1: 7,573 shares; 2025Q2: 7,767 shares; 2025Q3: 7,571 shares; 2025Q4: 7,675 shares; 2026Q1: 7,623 shares; 2026Q2: 7,455 shares 7,455 $2.63M 0.71% -168 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: 17,692 shares; 2025Q4: 29,070 shares; 2026Q1: 28,756 shares; 2026Q2: 27,970 shares 27,970 $2.58M 0.7% -786 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: 37,895 shares; 2024Q4: 47,588 shares; 2025Q1: 48,067 shares; 2025Q2: 47,963 shares; 2025Q3: 46,392 shares; 2025Q4: 38,042 shares; 2026Q1: 46,061 shares; 2026Q2: 44,705 shares 44,705 $2.58M 0.7% -1,356 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: 5,164 shares; 2024Q4: 5,196 shares; 2025Q1: 5,368 shares; 2025Q2: 5,259 shares; 2025Q3: 5,068 shares; 2025Q4: 5,157 shares; 2026Q1: 5,076 shares; 2026Q2: 4,933 shares 4,933 $2.51M 0.68% -143 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: 47,576 shares; 2024Q4: 47,110 shares; 2025Q1: 47,240 shares; 2025Q2: 47,342 shares; 2025Q3: 45,961 shares; 2025Q4: 46,762 shares; 2026Q1: 46,308 shares; 2026Q2: 45,079 shares 45,079 $2.5M 0.68% -1,229 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,036 shares; 2024Q4: 31,829 shares; 2025Q1: 30,618 shares; 2025Q2: 43,807 shares; 2025Q3: 52,068 shares; 2025Q4: 49,979 shares; 2026Q1: 47,663 shares; 2026Q2: 50,208 shares 50,208 $2.49M 0.67% +2,545 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: 25,567 shares; 2024Q4: 25,807 shares; 2025Q1: 26,364 shares; 2025Q2: 26,027 shares; 2025Q3: 25,214 shares; 2025Q4: 21,040 shares; 2026Q1: 25,360 shares; 2026Q2: 24,331 shares 24,331 $2.49M 0.67% -1,029 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,976 shares; 2024Q4: 26,807 shares; 2025Q1: 26,247 shares; 2025Q2: 26,001 shares; 2025Q3: 26,209 shares; 2025Q4: 25,615 shares; 2026Q1: 25,776 shares; 2026Q2: 25,276 shares 25,276 $2.39M 0.65% -500 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: 15,557 shares; 2024Q4: 15,405 shares; 2025Q1: 15,714 shares; 2025Q2: 16,068 shares; 2025Q3: 15,630 shares; 2025Q4: 15,741 shares; 2026Q1: 16,089 shares; 2026Q2: 15,700 shares 15,700 $2.3M 0.62% -389 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: not reported; 2024Q4: not reported; 2025Q1: 18,785 shares; 2025Q2: 30,469 shares; 2025Q3: 29,612 shares; 2025Q4: 30,272 shares; 2026Q1: 30,016 shares; 2026Q2: 29,337 shares 29,337 $2.3M 0.62% -679 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,870 shares; 2025Q2: 30,550 shares; 2025Q3: 20,948 shares; 2025Q4: 21,109 shares; 2026Q1: 21,024 shares; 2026Q2: 14,538 shares 14,538 $2.25M 0.61% -6,486 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: 8,280 shares; 2024Q4: 8,215 shares; 2025Q1: 8,470 shares; 2025Q2: 8,437 shares; 2025Q3: 8,155 shares; 2025Q4: 8,307 shares; 2026Q1: 8,201 shares; 2026Q2: 7,951 shares 7,951 $2.15M 0.58% -250 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: 10,361 shares; 2024Q4: 10,133 shares; 2025Q1: 10,500 shares; 2025Q2: 10,370 shares; 2025Q3: 10,037 shares; 2025Q4: 10,018 shares; 2026Q1: 10,033 shares; 2026Q2: 9,745 shares 9,745 $2.15M 0.58% -288 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: 3,874 shares; 2024Q4: 18,639 shares; 2025Q1: 19,611 shares; 2025Q2: 19,761 shares; 2025Q3: 19,373 shares; 2025Q4: 15,473 shares; 2026Q1: 15,356 shares; 2026Q2: 14,935 shares 14,935 $2.04M 0.55% -421 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,367 shares; 2024Q4: 35,138 shares; 2025Q1: 35,465 shares; 2025Q2: 36,027 shares; 2025Q3: 38,852 shares; 2025Q4: 39,748 shares; 2026Q1: 39,103 shares; 2026Q2: 38,471 shares 38,471 $1.93M 0.52% -632 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 11,569 shares 11,569 $1.91M 0.52% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,074 shares; 2025Q1: 15,053 shares; 2025Q2: 13,963 shares; 2025Q3: 13,829 shares; 2025Q4: 12,912 shares; 2026Q1: 12,946 shares; 2026Q2: 12,467 shares 12,467 $1.82M 0.5% -479 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,810 shares; 2024Q4: 14,838 shares; 2025Q1: 15,293 shares; 2025Q2: 15,094 shares; 2025Q3: 14,627 shares; 2025Q4: 14,844 shares; 2026Q1: 14,699 shares; 2026Q2: 9,811 shares 9,811 $1.81M 0.49% -4,888 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,029 shares; 2025Q2: 19,499 shares; 2025Q3: 18,873 shares; 2025Q4: 15,192 shares; 2026Q1: 19,257 shares; 2026Q2: 18,805 shares 18,805 $1.72M 0.47% -452 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: 4,922 shares; 2024Q4: 4,670 shares; 2025Q1: 4,665 shares; 2025Q2: 4,791 shares; 2025Q3: 4,706 shares; 2025Q4: 4,794 shares; 2026Q1: 4,800 shares; 2026Q2: 4,582 shares 4,582 $1.71M 0.46% -218 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,400 shares; 2025Q1: 24,857 shares; 2025Q2: 24,415 shares; 2025Q3: 23,343 shares; 2025Q4: 21,326 shares; 2026Q1: 20,944 shares; 2026Q2: 13,880 shares 13,880 $1.65M 0.45% -7,064 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: 16,910 shares; 2024Q4: 16,268 shares; 2025Q1: 17,195 shares; 2025Q2: 18,308 shares; 2025Q3: 18,318 shares; 2025Q4: 18,271 shares; 2026Q1: 18,395 shares; 2026Q2: 18,106 shares 18,106 $1.43M 0.39% -289 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,828 shares; 2024Q4: 7,235 shares; 2025Q1: 7,318 shares; 2025Q2: 7,363 shares; 2025Q3: 7,074 shares; 2025Q4: 7,171 shares; 2026Q1: 6,778 shares; 2026Q2: 7,086 shares 7,086 $1.42M 0.38% +308 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,071 shares; 2024Q4: 39,602 shares; 2025Q1: 41,178 shares; 2025Q2: 40,883 shares; 2025Q3: 39,662 shares; 2025Q4: 32,136 shares; 2026Q1: 39,944 shares; 2026Q2: 38,847 shares 38,847 $1.35M 0.37% -1,097 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,485 shares; 2024Q4: 57,024 shares; 2025Q1: 60,727 shares; 2025Q2: 58,838 shares; 2025Q3: 56,474 shares; 2025Q4: 44,699 shares; 2026Q1: 55,620 shares; 2026Q2: 54,005 shares 54,005 $1.33M 0.36% -1,615 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 11,040 shares; 2026Q2: 11,041 shares 11,041 $1.26M 0.34% +1 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,751 shares; 2026Q2: 19,802 shares 19,802 $1.02M 0.28% +7,051 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,775 shares; 2025Q1: 21,245 shares; 2025Q2: 21,400 shares; 2025Q3: 21,031 shares; 2025Q4: 19,953 shares; 2026Q1: 19,105 shares; 2026Q2: 18,302 shares 18,302 $955K 0.26% -803 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: 999 shares; 2025Q2: 1,086 shares; 2025Q3: 1,106 shares; 2025Q4: 1,054 shares; 2026Q1: 1,261 shares; 2026Q2: 1,314 shares 1,314 $924K 0.25% +53 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: 571 shares; 2024Q4: 582 shares; 2025Q1: 509 shares; 2025Q2: 678 shares; 2025Q3: 792 shares; 2025Q4: 749 shares; 2026Q1: 752 shares; 2026Q2: 746 shares 746 $895K 0.24% -6 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: 50,149 shares; 2024Q4: 24,983 shares; 2025Q1: 24,280 shares; 2025Q2: 24,043 shares; 2025Q3: 23,179 shares; 2025Q4: 23,088 shares; 2026Q1: 22,360 shares; 2026Q2: 25,301 shares 25,301 $802K 0.22% +2,941 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 17,854 shares; 2025Q4: 16,636 shares; 2026Q1: 15,723 shares; 2026Q2: 14,741 shares 14,741 $802K 0.22% -982 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,564 shares; 2024Q4: 13,672 shares; 2025Q1: 12,749 shares; 2025Q2: 11,827 shares; 2025Q3: 13,724 shares; 2025Q4: 12,814 shares; 2026Q1: 12,360 shares; 2026Q2: 11,617 shares 11,617 $773K 0.21% -743 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,926 shares; 2024Q4: 8,452 shares; 2025Q1: 7,936 shares; 2025Q2: 7,395 shares; 2025Q3: 7,316 shares; 2025Q4: 6,839 shares; 2026Q1: 6,421 shares; 2026Q2: 6,026 shares 6,026 $679K 0.18% -395 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: 10,193 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares; 2026Q2: 902 shares 902 $675K 0.18% +8 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,493 shares; 2024Q4: 7,198 shares; 2025Q1: 7,030 shares; 2025Q2: 6,959 shares; 2025Q3: 6,721 shares; 2025Q4: 6,389 shares; 2026Q1: 6,538 shares; 2026Q2: 6,908 shares 6,908 $653K 0.18% +370 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: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares; 2026Q2: 2,520 shares 2,520 $611K 0.17% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,637 shares; 2024Q4: 374,992 shares; 2025Q1: 368,129 shares; 2025Q2: 178,461 shares; 2025Q3: 151,971 shares; 2025Q4: 152,640 shares; 2026Q1: 14,102 shares; 2026Q2: 11,708 shares 11,708 $593K 0.16% -2,394 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,948 shares; 2024Q4: 33,905 shares; 2025Q1: 31,932 shares; 2025Q2: 29,788 shares; 2025Q3: 29,467 shares; 2025Q4: 27,609 shares; 2026Q1: 26,043 shares; 2026Q2: 24,413 shares 24,413 $536K 0.15% -1,630 Timeline GMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,163 shares 5,163 $518K 0.14% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 7,671 shares; 2025Q4: 6,838 shares; 2026Q1: 6,765 shares; 2026Q2: 6,331 shares 6,331 $510K 0.14% -434 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,748 shares; 2024Q4: 1,662 shares; 2025Q1: 1,524 shares; 2025Q2: 1,375 shares; 2025Q3: 1,392 shares; 2025Q4: 1,306 shares; 2026Q1: 1,296 shares; 2026Q2: 1,225 shares 1,225 $509K 0.14% -71 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,680 shares; 2025Q2: 1,856 shares; 2025Q3: 1,907 shares; 2025Q4: 2,013 shares; 2026Q1: 2,262 shares; 2026Q2: 2,356 shares 2,356 $501K 0.14% +94 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: 605 shares; 2024Q4: 707 shares; 2025Q1: 810 shares; 2025Q2: 930 shares; 2025Q3: 843 shares; 2025Q4: 759 shares; 2026Q1: 859 shares; 2026Q2: 874 shares 874 $492K 0.13% +15 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $476K 0.13% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,680 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,779 shares; 2026Q1: 1,122 shares; 2026Q2: 1,272 shares 1,272 $469K 0.13% +150 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,620 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,245 shares; 2026Q2: 8,410 shares 8,410 $414K 0.11% +3,165 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: 2,048 shares; 2024Q4: 1,595 shares; 2025Q1: 1,509 shares; 2025Q2: 1,523 shares; 2025Q3: 1,589 shares; 2025Q4: 1,671 shares; 2026Q1: 1,652 shares; 2026Q2: 1,700 shares 1,700 $405K 0.11% +48 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: 887 shares; 2024Q4: not reported; 2025Q1: 540 shares; 2025Q2: 545 shares; 2025Q3: 558 shares; 2025Q4: 563 shares; 2026Q1: 565 shares; 2026Q2: 567 shares 567 $389K 0.11% +2 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: 652 shares 652 $379K 0.1% new Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,929 shares; 2024Q4: 24,724 shares; 2025Q1: 19,494 shares; 2025Q2: 22,634 shares; 2025Q3: 20,827 shares; 2025Q4: 23,325 shares; 2026Q1: 10,642 shares; 2026Q2: 8,744 shares 8,744 $363K 0.1% -1,898 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: 3,011 shares; 2024Q4: 1,570 shares; 2025Q1: 911 shares; 2025Q2: 906 shares; 2025Q3: 982 shares; 2025Q4: 999 shares; 2026Q1: 893 shares; 2026Q2: 852 shares 852 $358K 0.1% -41 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 346 shares; 2026Q1: 331 shares; 2026Q2: 302 shares 302 $355K 0.1% -29 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,815 shares; 2024Q4: 12,018 shares; 2025Q1: 13,629 shares; 2025Q2: 11,531 shares; 2025Q3: 11,378 shares; 2025Q4: 11,960 shares; 2026Q1: 14,667 shares; 2026Q2: 20,013 shares 20,013 $347K 0.09% +5,346 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,615 shares; 2024Q4: 6,267 shares; 2025Q1: 5,905 shares; 2025Q2: 5,498 shares; 2025Q3: 5,446 shares; 2025Q4: 5,072 shares; 2026Q1: 4,843 shares; 2026Q2: 4,553 shares 4,553 $332K 0.09% -290 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 414 shares 414 $298K 0.08% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 251 shares 251 $290K 0.08% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,214 shares; 2025Q3: 2,107 shares; 2025Q4: 2,167 shares; 2026Q1: 2,179 shares; 2026Q2: 2,254 shares 2,254 $285K 0.08% +75 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: not reported; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares; 2026Q2: 1,810 shares 1,810 $284K 0.08% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,982 shares; 2025Q2: 2,674 shares; 2025Q3: 2,604 shares; 2025Q4: 2,196 shares; 2026Q1: 2,602 shares; 2026Q2: 2,666 shares 2,666 $277K 0.08% +64 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,906 shares; 2025Q4: 4,911 shares; 2026Q1: 4,940 shares; 2026Q2: 5,099 shares 5,099 $274K 0.07% +159 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS 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: 460 shares; 2025Q4: 484 shares; 2026Q1: not reported; 2026Q2: 352 shares 352 $269K 0.07% new 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: 22,014 shares; 2024Q4: 22,038 shares; 2025Q1: 21,988 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares; 2026Q2: 2,159 shares 2,159 $268K 0.07% +1,569 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: not reported; 2024Q4: 469 shares; 2025Q1: 476 shares; 2025Q2: 583 shares; 2025Q3: 456 shares; 2025Q4: 394 shares; 2026Q1: 395 shares; 2026Q2: 363 shares 363 $268K 0.07% -32 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 1,040 shares 1,040 $260K 0.07% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 2,567 shares 2,567 $255K 0.07% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 340 shares 340 $246K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,292 shares; 2025Q4: 1,413 shares; 2026Q1: 1,439 shares; 2026Q2: 1,482 shares 1,482 $246K 0.07% +43 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,921 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,196 shares 5,196 $245K 0.07% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176 shares 176 $239K 0.06% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 1,349 shares 1,349 $238K 0.06% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 776 shares; 2025Q4: not reported; 2026Q1: 845 shares; 2026Q2: 870 shares 870 $235K 0.06% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 443 shares; 2025Q3: 469 shares; 2025Q4: 527 shares; 2026Q1: 460 shares; 2026Q2: 452 shares 452 $232K 0.06% -8 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,617 shares 1,617 $226K 0.06% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 359 shares 359 $221K 0.06% new Timeline EOG EOG RES INC More: the full row for EOG RES 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: 1,655 shares; 2026Q2: 1,702 shares 1,702 $221K 0.06% +47 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,001 shares; 2026Q1: 1,209 shares; 2026Q2: 1,098 shares 1,098 $220K 0.06% -111 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: 996 shares; 2026Q1: 1,010 shares; 2026Q2: 998 shares 998 $216K 0.06% -12 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,436 shares 2,436 $210K 0.06% new Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 641 shares; 2025Q4: 694 shares; 2026Q1: 737 shares; 2026Q2: 597 shares 597 $204K 0.06% -140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130 shares 130 $122K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR 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 shares 4 $56 <0.01% new Timeline