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: 444,949 shares; 2024Q4: 446,239 shares; 2025Q1: 808,366 shares; 2025Q2: 764,706 shares; 2025Q3: 769,049 shares; 2025Q4: 771,262 shares; 2026Q1: 783,746 shares; 2026Q2: 787,691 shares 787,691 $57.8M 7.15% +3,945 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: 126,008 shares; 2024Q4: 128,056 shares; 2025Q1: 123,244 shares; 2025Q2: 131,547 shares; 2025Q3: 130,608 shares; 2025Q4: 129,639 shares; 2026Q1: 126,398 shares; 2026Q2: 122,630 shares 122,630 $43.8M 5.42% -3,768 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: 166,693 shares; 2024Q4: 147,604 shares; 2025Q1: 129,525 shares; 2025Q2: 132,598 shares; 2025Q3: 124,957 shares; 2025Q4: 122,468 shares; 2026Q1: 108,747 shares; 2026Q2: 107,222 shares 107,222 $40.5M 5.01% -1,525 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,348 shares; 2024Q4: 12,884 shares; 2025Q1: 14,006 shares; 2025Q2: 13,995 shares; 2025Q3: 13,976 shares; 2025Q4: 13,958 shares; 2026Q1: 13,095 shares; 2026Q2: 130,908 shares 130,908 $39.5M 4.89% +117,813 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: 55,419 shares; 2024Q4: 55,169 shares; 2025Q1: 53,987 shares; 2025Q2: 47,836 shares; 2025Q3: 47,697 shares; 2025Q4: 57,639 shares; 2026Q1: 60,927 shares; 2026Q2: 60,516 shares 60,516 $28.9M 3.58% -411 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: 64,102 shares; 2024Q4: 64,467 shares; 2025Q1: 64,569 shares; 2025Q2: 74,141 shares; 2025Q3: 57,657 shares; 2025Q4: 56,995 shares; 2026Q1: 41,208 shares; 2026Q2: 21,268 shares 21,268 $24.5M 3.04% -19,940 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: 82,056 shares; 2024Q4: 79,284 shares; 2025Q1: 77,480 shares; 2025Q2: 77,341 shares; 2025Q3: 77,053 shares; 2025Q4: 76,913 shares; 2026Q1: 76,799 shares; 2026Q2: 78,823 shares 78,823 $22.8M 2.82% +2,024 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: 68,521 shares; 2024Q4: 68,016 shares; 2025Q1: 63,907 shares; 2025Q2: 61,917 shares; 2025Q3: 61,738 shares; 2025Q4: 61,724 shares; 2026Q1: 63,803 shares; 2026Q2: 67,291 shares 67,291 $22M 2.73% +3,488 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: 28,996 shares; 2024Q4: 30,644 shares; 2025Q1: 31,039 shares; 2025Q2: 31,925 shares; 2025Q3: 31,831 shares; 2025Q4: 32,368 shares; 2026Q1: 34,087 shares; 2026Q2: 34,510 shares 34,510 $19.4M 2.41% +423 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: 42,556 shares; 2024Q4: 45,532 shares; 2025Q1: 46,762 shares; 2025Q2: 49,076 shares; 2025Q3: 49,018 shares; 2025Q4: 48,804 shares; 2026Q1: 50,610 shares; 2026Q2: 51,908 shares 51,908 $19.4M 2.4% +1,298 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,939 shares; 2024Q4: 56,936 shares; 2025Q1: 56,712 shares; 2025Q2: 56,602 shares; 2025Q3: 56,532 shares; 2025Q4: 53,752 shares; 2026Q1: 53,882 shares; 2026Q2: 55,576 shares 55,576 $18.9M 2.34% +1,694 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: 32,349 shares; 2024Q4: 40,331 shares; 2025Q1: 40,139 shares; 2025Q2: 39,338 shares; 2025Q3: 39,266 shares; 2025Q4: 41,433 shares; 2026Q1: 42,018 shares; 2026Q2: 51,318 shares 51,318 $17.6M 2.18% +9,300 Timeline BSV 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: 314,107 shares; 2024Q4: 314,710 shares; 2025Q1: 147,153 shares; 2025Q2: 145,790 shares; 2025Q3: 148,730 shares; 2025Q4: 148,925 shares; 2026Q1: 157,035 shares; 2026Q2: 205,530 shares 205,530 $16M 1.98% +48,495 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: 10,092 shares; 2025Q1: 15,821 shares; 2025Q2: 16,113 shares; 2025Q3: 25,806 shares; 2025Q4: 25,851 shares; 2026Q1: 24,751 shares; 2026Q2: 21,497 shares 21,497 $15.5M 1.92% -3,254 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: 144,629 shares; 2024Q4: 144,670 shares; 2025Q1: 137,685 shares; 2025Q2: 137,020 shares; 2025Q3: 136,494 shares; 2025Q4: 136,508 shares; 2026Q1: 134,398 shares; 2026Q2: 130,052 shares 130,052 $15.3M 1.89% -4,346 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,259 shares; 2024Q4: 51,115 shares; 2025Q1: 45,414 shares; 2025Q2: 45,672 shares; 2025Q3: 44,548 shares; 2025Q4: 44,513 shares; 2026Q1: 44,401 shares; 2026Q2: 44,662 shares 44,662 $15.1M 1.87% +261 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,444 shares; 2024Q4: 7,463 shares; 2025Q1: 7,489 shares; 2025Q2: 10,711 shares; 2025Q3: 18,957 shares; 2025Q4: 21,969 shares; 2026Q1: 23,674 shares; 2026Q2: 28,655 shares 28,655 $14.4M 1.78% +4,981 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,753 shares; 2024Q4: 4,254 shares; 2025Q1: 3,846 shares; 2025Q2: 3,808 shares; 2025Q3: 3,773 shares; 2025Q4: 3,782 shares; 2026Q1: 3,802 shares; 2026Q2: 4,299 shares 4,299 $13.7M 1.7% +497 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,918 shares; 2024Q4: 3,913 shares; 2025Q1: 4,700 shares; 2025Q2: 6,639 shares; 2025Q3: 6,634 shares; 2025Q4: 7,184 shares; 2026Q1: 7,675 shares; 2026Q2: 11,662 shares 11,662 $13.2M 1.63% +3,987 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: 30,824 shares; 2024Q4: 30,848 shares; 2025Q1: 8,345 shares; 2025Q2: 8,263 shares; 2025Q3: 8,246 shares; 2025Q4: 17,307 shares; 2026Q1: 45,083 shares; 2026Q2: 55,060 shares 55,060 $13.1M 1.62% +9,977 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: 260,702 shares; 2024Q4: 257,025 shares; 2025Q1: 125,232 shares; 2025Q2: 117,516 shares; 2025Q3: 129,240 shares; 2025Q4: 129,915 shares; 2026Q1: 136,165 shares; 2026Q2: 135,957 shares 135,957 $12.5M 1.54% -208 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA 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: 34,675 shares; 2025Q3: 46,332 shares; 2025Q4: 60,416 shares; 2026Q1: 64,975 shares; 2026Q2: 61,558 shares 61,558 $11.9M 1.47% -3,417 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,396 shares; 2024Q4: 47,476 shares; 2025Q1: 47,476 shares; 2025Q2: 72,401 shares; 2025Q3: 76,507 shares; 2025Q4: 76,500 shares; 2026Q1: 76,419 shares; 2026Q2: 75,928 shares 75,928 $10.2M 1.27% -491 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,193 shares; 2025Q2: 76,451 shares; 2025Q3: 100,056 shares; 2025Q4: 118,876 shares; 2026Q1: 130,511 shares; 2026Q2: 142,381 shares 142,381 $10M 1.24% +11,870 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: 9,666 shares; 2024Q4: 9,666 shares; 2025Q1: 9,666 shares; 2025Q2: 9,647 shares; 2025Q3: 9,647 shares; 2025Q4: 14,632 shares; 2026Q1: 15,140 shares; 2026Q2: 14,047 shares 14,047 $10M 1.24% -1,093 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: 40,781 shares; 2024Q4: 39,929 shares; 2025Q1: 39,308 shares; 2025Q2: 39,034 shares; 2025Q3: 38,998 shares; 2025Q4: 38,961 shares; 2026Q1: 38,691 shares; 2026Q2: 38,631 shares 38,631 $9.81M 1.21% -60 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,328 shares; 2024Q4: 4,328 shares; 2025Q1: 4,295 shares; 2025Q2: 4,295 shares; 2025Q3: 4,295 shares; 2025Q4: 4,295 shares; 2026Q1: 4,295 shares; 2026Q2: 30,565 shares 30,565 $9.62M 1.19% +26,270 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: 12,094 shares; 2024Q4: 21,559 shares; 2025Q1: 24,219 shares; 2025Q2: 24,491 shares; 2025Q3: 27,200 shares; 2025Q4: 27,193 shares; 2026Q1: 30,150 shares; 2026Q2: 37,273 shares 37,273 $9.32M 1.15% +7,123 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: 37,992 shares; 2024Q4: 39,040 shares; 2025Q1: 38,912 shares; 2025Q2: 36,846 shares; 2025Q3: not reported; 2025Q4: 36,751 shares; 2026Q1: 32,726 shares; 2026Q2: 32,630 shares 32,630 $9.23M 1.14% -96 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: 47,084 shares; 2024Q4: 49,798 shares; 2025Q1: 49,506 shares; 2025Q2: 49,834 shares; 2025Q3: 49,692 shares; 2025Q4: 49,674 shares; 2026Q1: 49,907 shares; 2026Q2: 49,599 shares 49,599 $8.22M 1.02% -308 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: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 4,865 shares; 2025Q2: 11,839 shares; 2025Q3: 14,344 shares; 2025Q4: 14,374 shares; 2026Q1: 17,020 shares; 2026Q2: 17,091 shares 17,091 $7.28M 0.9% +71 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,862 shares; 2024Q4: 57,963 shares; 2025Q1: 57,034 shares; 2025Q2: 56,994 shares; 2025Q3: 56,714 shares; 2025Q4: 56,376 shares; 2026Q1: 51,007 shares; 2026Q2: 51,050 shares 51,050 $7.14M 0.88% +43 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: 5,925 shares; 2024Q4: 5,925 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares; 2026Q2: 6,700 shares 6,700 $7.13M 0.88% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,087 shares; 2024Q4: 65,191 shares; 2025Q1: 65,806 shares; 2025Q2: 66,219 shares; 2025Q3: 66,541 shares; 2025Q4: 66,817 shares; 2026Q1: 73,141 shares; 2026Q2: 73,063 shares 73,063 $7.03M 0.87% -78 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: 93,858 shares; 2024Q4: 96,815 shares; 2025Q1: 102,015 shares; 2025Q2: 107,690 shares; 2025Q3: 117,862 shares; 2025Q4: 120,051 shares; 2026Q1: 131,186 shares; 2026Q2: 136,038 shares 136,038 $6.88M 0.85% +4,852 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: 143,640 shares; 2024Q4: 143,656 shares; 2025Q1: 143,474 shares; 2025Q2: 160,214 shares; 2025Q3: 159,930 shares; 2025Q4: 154,315 shares; 2026Q1: 154,335 shares; 2026Q2: 153,918 shares 153,918 $6.52M 0.81% -417 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,092 shares; 2024Q4: 22,077 shares; 2025Q1: 34,552 shares; 2025Q2: 41,042 shares; 2025Q3: 41,367 shares; 2025Q4: 46,359 shares; 2026Q1: 46,349 shares; 2026Q2: 53,141 shares 53,141 $6.29M 0.78% +6,792 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,779 shares; 2024Q4: 28,827 shares; 2025Q1: 28,983 shares; 2025Q2: 39,003 shares; 2025Q3: 45,134 shares; 2025Q4: 44,995 shares; 2026Q1: 49,877 shares; 2026Q2: 50,881 shares 50,881 $5.86M 0.72% +1,004 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: 13,430 shares; 2024Q4: 13,445 shares; 2025Q1: 13,565 shares; 2025Q2: 17,812 shares; 2025Q3: 12,905 shares; 2025Q4: 12,292 shares; 2026Q1: 13,752 shares; 2026Q2: 12,460 shares 12,460 $5.18M 0.64% -1,292 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS 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: 57,205 shares; 2026Q1: 110,369 shares; 2026Q2: 125,091 shares 125,091 $5.11M 0.63% +14,722 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,332 shares; 2024Q4: 13,311 shares; 2025Q1: 10,425 shares; 2025Q2: 10,376 shares; 2025Q3: 10,366 shares; 2025Q4: 10,364 shares; 2026Q1: 10,336 shares; 2026Q2: 14,612 shares 14,612 $4.82M 0.6% +4,276 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: 21,158 shares; 2024Q4: 20,970 shares; 2025Q1: 20,766 shares; 2025Q2: 20,556 shares; 2025Q3: 20,541 shares; 2025Q4: 20,541 shares; 2026Q1: 20,451 shares; 2026Q2: 23,858 shares 23,858 $4.79M 0.59% +3,407 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,226 shares; 2024Q4: 48,109 shares; 2025Q1: 48,515 shares; 2025Q2: 43,025 shares; 2025Q3: 43,052 shares; 2025Q4: 42,697 shares; 2026Q1: 44,714 shares; 2026Q2: 44,831 shares 44,831 $4.77M 0.59% +117 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,534 shares; 2024Q4: 21,351 shares; 2025Q1: 26,121 shares; 2025Q2: 31,708 shares; 2025Q3: 26,595 shares; 2025Q4: 26,589 shares; 2026Q1: 26,500 shares; 2026Q2: 27,128 shares 27,128 $4.77M 0.59% +628 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,801 shares; 2024Q4: 4,781 shares; 2025Q1: 4,798 shares; 2025Q2: 4,794 shares; 2025Q3: 4,789 shares; 2025Q4: 4,789 shares; 2026Q1: 4,778 shares; 2026Q2: 5,798 shares 5,798 $4.38M 0.54% +1,020 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,246 shares; 2024Q4: 35,206 shares; 2025Q1: 34,121 shares; 2025Q2: 34,113 shares; 2025Q3: 21,632 shares; 2025Q4: 16,832 shares; 2026Q1: 14,322 shares; 2026Q2: 11,225 shares 11,225 $4.38M 0.54% -3,097 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,459 shares; 2024Q4: 48,905 shares; 2025Q1: 50,906 shares; 2025Q2: 58,256 shares; 2025Q3: 66,290 shares; 2025Q4: 72,901 shares; 2026Q1: 77,792 shares; 2026Q2: 96,151 shares 96,151 $4.37M 0.54% +18,359 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,584 shares; 2025Q2: 24,460 shares; 2025Q3: 28,204 shares; 2025Q4: 26,051 shares; 2026Q1: 29,271 shares; 2026Q2: 29,738 shares 29,738 $4.14M 0.51% +467 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,008 shares; 2025Q3: 1,013 shares; 2025Q4: not reported; 2026Q1: 11,976 shares; 2026Q2: 12,091 shares 12,091 $4.12M 0.51% +115 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: 27,290 shares; 2024Q4: 27,062 shares; 2025Q1: 29,220 shares; 2025Q2: 30,586 shares; 2025Q3: 25,417 shares; 2025Q4: 24,268 shares; 2026Q1: 27,191 shares; 2026Q2: 29,259 shares 29,259 $3.96M 0.49% +2,068 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,102 shares; 2024Q4: 32,306 shares; 2025Q1: 33,275 shares; 2025Q2: 33,100 shares; 2025Q3: 32,696 shares; 2025Q4: 34,840 shares; 2026Q1: 36,402 shares; 2026Q2: 36,667 shares 36,667 $3.95M 0.49% +265 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE 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: 33,509 shares 33,509 $3.94M 0.49% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,486 shares; 2024Q4: 27,477 shares; 2025Q1: 28,755 shares; 2025Q2: 30,234 shares; 2025Q3: 35,430 shares; 2025Q4: 33,314 shares; 2026Q1: 42,002 shares; 2026Q2: 40,547 shares 40,547 $3.87M 0.48% -1,455 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: 49,789 shares; 2024Q4: 36,266 shares; 2025Q1: 35,840 shares; 2025Q2: 30,783 shares; 2025Q3: 30,145 shares; 2025Q4: 30,145 shares; 2026Q1: 30,003 shares; 2026Q2: 29,913 shares 29,913 $3.84M 0.48% -90 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: 12,460 shares; 2024Q4: 12,216 shares; 2025Q1: 12,089 shares; 2025Q2: 12,089 shares; 2025Q3: 12,139 shares; 2025Q4: 12,317 shares; 2026Q1: 11,492 shares; 2026Q2: 10,877 shares 10,877 $3.84M 0.48% -615 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 5,037 shares; 2025Q4: 10,037 shares; 2026Q1: 10,037 shares; 2026Q2: 10,037 shares 10,037 $3.8M 0.47% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,939 shares; 2024Q4: 15,939 shares; 2025Q1: 13,364 shares; 2025Q2: 13,317 shares; 2025Q3: 13,102 shares; 2025Q4: 13,102 shares; 2026Q1: 13,251 shares; 2026Q2: 13,251 shares 13,251 $3.73M 0.46% 0 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: 9,879 shares; 2024Q4: 10,387 shares; 2025Q1: 9,879 shares; 2025Q2: 9,913 shares; 2025Q3: 9,910 shares; 2025Q4: 9,879 shares; 2026Q1: 9,879 shares; 2026Q2: 9,879 shares 9,879 $3.66M 0.45% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,965 shares; 2024Q4: 17,613 shares; 2025Q1: 17,985 shares; 2025Q2: 16,853 shares; 2025Q3: 14,691 shares; 2025Q4: 13,174 shares; 2026Q1: 13,065 shares; 2026Q2: 17,025 shares 17,025 $3.49M 0.43% +3,960 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: 3,662 shares; 2024Q4: 3,425 shares; 2025Q1: 3,236 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 2,950 shares; 2026Q1: 2,700 shares; 2026Q2: 2,725 shares 2,725 $3.27M 0.4% +25 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: 9,263 shares; 2024Q4: 9,263 shares; 2025Q1: 9,268 shares; 2025Q2: 9,268 shares; 2025Q3: 9,268 shares; 2025Q4: 9,268 shares; 2026Q1: 9,268 shares; 2026Q2: 9,268 shares 9,268 $3.16M 0.39% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,992 shares; 2024Q4: 42,034 shares; 2025Q1: 41,777 shares; 2025Q2: 40,788 shares; 2025Q3: 40,284 shares; 2025Q4: 40,284 shares; 2026Q1: 40,185 shares; 2026Q2: 40,419 shares 40,419 $3M 0.37% +234 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,365 shares; 2024Q4: 4,371 shares; 2025Q1: 3,676 shares; 2025Q2: 3,840 shares; 2025Q3: 3,822 shares; 2025Q4: 3,844 shares; 2026Q1: 3,862 shares; 2026Q2: 3,706 shares 3,706 $2.77M 0.34% -156 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,169 shares; 2025Q4: 13,478 shares; 2026Q1: 15,190 shares; 2026Q2: 17,454 shares 17,454 $2.74M 0.34% +2,264 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: 6,897 shares; 2024Q4: 6,897 shares; 2025Q1: 7,002 shares; 2025Q2: 6,977 shares; 2025Q3: 6,977 shares; 2025Q4: 6,977 shares; 2026Q1: 6,862 shares; 2026Q2: 6,785 shares 6,785 $2.46M 0.3% -77 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,626 shares; 2024Q4: 17,763 shares; 2025Q1: 17,825 shares; 2025Q2: 17,920 shares; 2025Q3: 17,825 shares; 2025Q4: 16,795 shares; 2026Q1: 16,520 shares; 2026Q2: 16,520 shares 16,520 $2.42M 0.3% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,747 shares; 2025Q4: 3,091 shares; 2026Q1: 2,900 shares; 2026Q2: 2,402 shares 2,402 $2.32M 0.29% -498 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,820 shares; 2024Q4: 21,005 shares; 2025Q1: 21,005 shares; 2025Q2: 21,005 shares; 2025Q3: 21,005 shares; 2025Q4: 21,005 shares; 2026Q1: 21,005 shares; 2026Q2: 20,023 shares 20,023 $2.21M 0.27% -982 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: 282,347 shares; 2024Q4: 117,972 shares; 2025Q1: 115,768 shares; 2025Q2: 107,345 shares; 2025Q3: 98,441 shares; 2025Q4: 90,469 shares; 2026Q1: 91,906 shares; 2026Q2: 89,923 shares 89,923 $2.17M 0.27% -1,983 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,051 shares; 2024Q4: 18,034 shares; 2025Q1: 18,059 shares; 2025Q2: 18,022 shares; 2025Q3: 17,931 shares; 2025Q4: 17,880 shares; 2026Q1: 17,900 shares; 2026Q2: 7,370 shares 7,370 $2.08M 0.26% -10,530 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,645 shares; 2025Q1: 19,645 shares; 2025Q2: 19,645 shares; 2025Q3: 19,645 shares; 2025Q4: 19,645 shares; 2026Q1: 19,645 shares; 2026Q2: 19,645 shares 19,645 $2.01M 0.25% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,160 shares; 2024Q4: 19,160 shares; 2025Q1: 19,160 shares; 2025Q2: 19,160 shares; 2025Q3: 19,160 shares; 2025Q4: 19,160 shares; 2026Q1: 19,160 shares; 2026Q2: 19,141 shares 19,141 $1.99M 0.25% -19 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 20,354 shares; 2025Q4: 45,354 shares; 2026Q1: 45,354 shares; 2026Q2: 45,354 shares 45,354 $1.92M 0.24% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,400 shares; 2025Q3: 7,731 shares; 2025Q4: 6,622 shares; 2026Q1: 13,529 shares; 2026Q2: 17,687 shares 17,687 $1.79M 0.22% +4,158 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: 21,223 shares; 2024Q4: 21,192 shares; 2025Q1: 32,012 shares; 2025Q2: 32,770 shares; 2025Q3: 32,662 shares; 2025Q4: 21,749 shares; 2026Q1: 21,309 shares; 2026Q2: 9,632 shares 9,632 $1.78M 0.22% -11,677 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,605 shares; 2024Q4: 18,656 shares; 2025Q1: 19,447 shares; 2025Q2: 21,524 shares; 2025Q3: 19,129 shares; 2025Q4: 19,190 shares; 2026Q1: 19,005 shares; 2026Q2: 18,739 shares 18,739 $1.75M 0.22% -266 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,719 shares; 2024Q4: 18,534 shares; 2025Q1: 18,429 shares; 2025Q2: 18,356 shares; 2025Q3: 17,998 shares; 2025Q4: 17,998 shares; 2026Q1: 18,283 shares; 2026Q2: 18,283 shares 18,283 $1.75M 0.22% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,021 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares; 2026Q2: 2,022 shares 2,022 $1.68M 0.21% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,185 shares; 2024Q4: 62,121 shares; 2025Q1: 72,076 shares; 2025Q2: 53,501 shares; 2025Q3: 58,667 shares; 2025Q4: 29,262 shares; 2026Q1: 44,394 shares; 2026Q2: 25,851 shares 25,851 $1.65M 0.2% -18,543 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,659 shares; 2025Q2: 18,659 shares; 2025Q3: 20,271 shares; 2025Q4: 20,288 shares; 2026Q1: 20,315 shares; 2026Q2: 20,277 shares 20,277 $1.46M 0.18% -38 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,021 shares; 2025Q2: 2,021 shares; 2025Q3: 3,021 shares; 2025Q4: 3,021 shares; 2026Q1: 3,021 shares; 2026Q2: 3,038 shares 3,038 $1.41M 0.17% +17 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,112 shares; 2026Q2: 20,112 shares 20,112 $1.4M 0.17% +5,000 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291 shares; 2024Q4: 441 shares; 2025Q1: 502 shares; 2025Q2: 557 shares; 2025Q3: 646 shares; 2025Q4: 693 shares; 2026Q1: 763 shares; 2026Q2: 677 shares 677 $1.35M 0.17% -86 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,872 shares; 2024Q4: 5,683 shares; 2025Q1: 5,431 shares; 2025Q2: 5,385 shares; 2025Q3: 5,385 shares; 2025Q4: 5,385 shares; 2026Q1: 5,335 shares; 2026Q2: 5,335 shares 5,335 $1.34M 0.17% 0 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: 3,259 shares; 2024Q4: 3,256 shares; 2025Q1: 3,191 shares; 2025Q2: 3,201 shares; 2025Q3: 2,670 shares; 2025Q4: 2,671 shares; 2026Q1: 2,669 shares; 2026Q2: 2,577 shares 2,577 $1.31M 0.16% -92 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: 40,651 shares; 2024Q4: 60,642 shares; 2025Q1: 66,761 shares; 2025Q2: 45,386 shares; 2025Q3: 45,650 shares; 2025Q4: 57,475 shares; 2026Q1: 69,404 shares; 2026Q2: 31,910 shares 31,910 $1.31M 0.16% -37,494 Timeline TFI 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: 35,127 shares; 2024Q4: 35,257 shares; 2025Q1: 35,257 shares; 2025Q2: 34,561 shares; 2025Q3: 34,561 shares; 2025Q4: 34,561 shares; 2026Q1: 33,959 shares; 2026Q2: 27,383 shares 27,383 $1.25M 0.16% -6,576 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: 44,188 shares; 2024Q4: 20,824 shares; 2025Q1: 20,824 shares; 2025Q2: 20,824 shares; 2025Q3: 20,505 shares; 2025Q4: 20,505 shares; 2026Q1: 20,874 shares; 2026Q2: 20,874 shares 20,874 $1.2M 0.15% 0 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: 9,649 shares; 2024Q4: 9,649 shares; 2025Q1: 9,546 shares; 2025Q2: 9,284 shares; 2025Q3: 9,544 shares; 2025Q4: 9,284 shares; 2026Q1: 9,284 shares; 2026Q2: 9,288 shares 9,288 $1.17M 0.15% +4 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,656 shares; 2024Q4: 11,394 shares; 2025Q1: 11,897 shares; 2025Q2: 11,359 shares; 2025Q3: 11,267 shares; 2025Q4: 9,937 shares; 2026Q1: 11,621 shares; 2026Q2: 10,809 shares 10,809 $1.12M 0.14% -812 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: 12,250 shares; 2024Q4: 12,250 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 8,000 shares 8,000 $1.12M 0.14% -4,000 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP 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: 20,178 shares 20,178 $1.1M 0.14% new 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: 6,283 shares; 2024Q4: 6,283 shares; 2025Q1: 6,445 shares; 2025Q2: 7,564 shares; 2025Q3: 7,564 shares; 2025Q4: 7,565 shares; 2026Q1: 7,619 shares; 2026Q2: 7,487 shares 7,487 $1.02M 0.13% -132 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,000 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 1,011 shares 1,011 $989K 0.12% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,069 shares; 2024Q4: 9,895 shares; 2025Q1: 9,661 shares; 2025Q2: 9,721 shares; 2025Q3: 9,589 shares; 2025Q4: 8,724 shares; 2026Q1: 8,724 shares; 2026Q2: 8,334 shares 8,334 $944K 0.12% -390 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $941K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,532 shares; 2025Q3: 8,428 shares; 2025Q4: 11,857 shares; 2026Q1: 15,165 shares; 2026Q2: 19,262 shares 19,262 $933K 0.12% +4,097 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,797 shares; 2024Q4: 18,893 shares; 2025Q1: 21,940 shares; 2025Q2: 21,519 shares; 2025Q3: 24,305 shares; 2025Q4: 23,976 shares; 2026Q1: 25,796 shares; 2026Q2: 25,685 shares 25,685 $889K 0.11% -111 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $886K 0.11% 0 Timeline JPST 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: 16,182 shares; 2024Q4: 16,182 shares; 2025Q1: 15,983 shares; 2025Q2: 15,983 shares; 2025Q3: 15,983 shares; 2025Q4: 15,983 shares; 2026Q1: 15,983 shares; 2026Q2: 15,983 shares 15,983 $808K 0.1% 0 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: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 3,379 shares; 2026Q1: 3,379 shares; 2026Q2: 3,379 shares 3,379 $800K 0.1% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares 1,525 $797K 0.1% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 985 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 2,471 shares; 2026Q1: 2,277 shares; 2026Q2: 2,071 shares 2,071 $763K 0.09% -206 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.09% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,250 shares; 2024Q4: 9,250 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares; 2026Q1: 9,250 shares; 2026Q2: 9,250 shares 9,250 $717K 0.09% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,069 shares; 2024Q4: 12,527 shares; 2025Q1: 12,527 shares; 2025Q2: 5,877 shares; 2025Q3: 5,863 shares; 2025Q4: 5,863 shares; 2026Q1: 5,516 shares; 2026Q2: 3,229 shares 3,229 $705K 0.09% -2,287 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: 2,303 shares; 2024Q4: 2,272 shares; 2025Q1: 2,236 shares; 2025Q2: 3,015 shares; 2025Q3: 2,986 shares; 2025Q4: 2,995 shares; 2026Q1: 3,025 shares; 2026Q2: 2,878 shares 2,878 $699K 0.09% -147 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,616 shares; 2024Q4: 10,651 shares; 2025Q1: 10,818 shares; 2025Q2: 10,742 shares; 2025Q3: 10,805 shares; 2025Q4: 10,805 shares; 2026Q1: 10,902 shares; 2026Q2: 10,787 shares 10,787 $652K 0.08% -115 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares; 2026Q2: 8,300 shares 8,300 $632K 0.08% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,869 shares; 2026Q2: 7,927 shares 7,927 $594K 0.07% +1,058 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,178 shares; 2025Q1: 1,289 shares; 2025Q2: 1,399 shares; 2025Q3: 1,373 shares; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares; 2026Q2: 1,652 shares 1,652 $583K 0.07% +292 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,229 shares; 2024Q4: 4,229 shares; 2025Q1: 4,229 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 4,200 shares 4,200 $578K 0.07% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,726 shares; 2024Q4: 4,726 shares; 2025Q1: 4,726 shares; 2025Q2: 5,106 shares; 2025Q3: 5,106 shares; 2025Q4: 5,973 shares; 2026Q1: 6,875 shares; 2026Q2: 6,875 shares 6,875 $566K 0.07% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,176 shares; 2024Q4: 77,176 shares; 2025Q1: 77,176 shares; 2025Q2: 84,963 shares; 2025Q3: 124,913 shares; 2025Q4: 97,591 shares; 2026Q1: 93,759 shares; 2026Q2: 93,759 shares 93,759 $547K 0.07% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $539K 0.07% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,250 shares; 2025Q2: 1,520 shares; 2025Q3: 1,648 shares; 2025Q4: 1,781 shares; 2026Q1: 1,851 shares; 2026Q2: 1,898 shares 1,898 $533K 0.07% +47 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: 3,436 shares; 2024Q4: 10,350 shares; 2025Q1: 10,298 shares; 2025Q2: 10,395 shares; 2025Q3: 10,347 shares; 2025Q4: 14,071 shares; 2026Q1: 16,789 shares; 2026Q2: 16,132 shares 16,132 $512K 0.06% -657 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: 5,500 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 3,750 shares; 2025Q3: 4,992 shares; 2025Q4: 4,992 shares; 2026Q1: 4,992 shares; 2026Q2: 4,992 shares 4,992 $503K 0.06% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,190 shares; 2024Q4: 8,997 shares; 2025Q1: 8,882 shares; 2025Q2: 7,950 shares; 2025Q3: 7,818 shares; 2025Q4: 6,063 shares; 2026Q1: 7,243 shares; 2026Q2: 7,058 shares 7,058 $483K 0.06% -185 Timeline XLK 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: 1,077 shares; 2024Q4: 1,083 shares; 2025Q1: 1,020 shares; 2025Q2: 1,032 shares; 2025Q3: 1,030 shares; 2025Q4: 2,077 shares; 2026Q1: 2,440 shares; 2026Q2: 2,489 shares 2,489 $474K 0.06% +49 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,268 shares 1,268 $474K 0.06% +18 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,122 shares; 2024Q4: 18,887 shares; 2025Q1: 18,802 shares; 2025Q2: 18,846 shares; 2025Q3: 18,816 shares; 2025Q4: 18,913 shares; 2026Q1: 19,688 shares; 2026Q2: 19,149 shares 19,149 $469K 0.06% -539 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 3,950 shares; 2025Q1: 4,303 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares; 2026Q2: 3,950 shares 3,950 $454K 0.06% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,201 shares; 2024Q4: 69,144 shares; 2025Q1: 60,346 shares; 2025Q2: 48,434 shares; 2025Q3: 48,026 shares; 2025Q4: 9,470 shares; 2026Q1: 7,700 shares; 2026Q2: 7,125 shares 7,125 $442K 0.05% -575 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,750 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,750 shares 4,750 $413K 0.05% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,474 shares; 2026Q1: 2,474 shares; 2026Q2: 2,474 shares 2,474 $406K 0.05% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $406K 0.05% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,175 shares; 2024Q4: 15,175 shares; 2025Q1: 15,175 shares; 2025Q2: 15,175 shares; 2025Q3: 15,175 shares; 2025Q4: 15,175 shares; 2026Q1: 15,175 shares; 2026Q2: 15,175 shares 15,175 $400K 0.05% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE 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: 4,940 shares; 2025Q4: 4,946 shares; 2026Q1: 5,351 shares; 2026Q2: 5,351 shares 5,351 $396K 0.05% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,360 shares; 2024Q4: 43,350 shares; 2025Q1: 42,965 shares; 2025Q2: 4,879 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares; 2026Q1: 2,908 shares; 2026Q2: 3,633 shares 3,633 $391K 0.05% +725 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: 734 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 734 shares; 2026Q2: 734 shares 734 $367K 0.05% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,239 shares; 2025Q2: 1,250 shares; 2025Q3: 1,240 shares; 2025Q4: 1,628 shares; 2026Q1: 1,514 shares; 2026Q2: 1,488 shares 1,488 $361K 0.04% -26 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: 9,598 shares; 2024Q4: 9,598 shares; 2025Q1: 9,598 shares; 2025Q2: 9,445 shares; 2025Q3: 9,445 shares; 2025Q4: 8,706 shares; 2026Q1: 9,080 shares; 2026Q2: 9,421 shares 9,421 $348K 0.04% +341 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares; 2026Q2: 1,583 shares 1,583 $345K 0.04% 0 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,546 shares; 2026Q1: 8,947 shares; 2026Q2: 9,097 shares 9,097 $341K 0.04% +150 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $340K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,662 shares; 2024Q4: 18,462 shares; 2025Q1: 18,462 shares; 2025Q2: 18,086 shares; 2025Q3: 17,586 shares; 2025Q4: 17,386 shares; 2026Q1: 15,587 shares; 2026Q2: 15,587 shares 15,587 $323K 0.04% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 622 shares; 2026Q1: 622 shares; 2026Q2: 3,733 shares 3,733 $322K 0.04% +3,111 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 6,313 shares; 2026Q1: 6,313 shares; 2026Q2: 6,313 shares 6,313 $320K 0.04% 0 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: 3,268 shares; 2024Q4: not reported; 2025Q1: 3,691 shares; 2025Q2: 3,873 shares; 2025Q3: 3,843 shares; 2025Q4: 3,839 shares; 2026Q1: 3,835 shares; 2026Q2: 3,801 shares 3,801 $313K 0.04% -34 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: 21,419 shares; 2024Q4: 19,328 shares; 2025Q1: 19,303 shares; 2025Q2: 8,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 940 shares 940 $296K 0.04% -90 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares; 2026Q2: 6,800 shares 6,800 $290K 0.04% 0 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,902 shares; 2024Q4: 17,902 shares; 2025Q1: 17,902 shares; 2025Q2: 17,902 shares; 2025Q3: 17,902 shares; 2025Q4: 17,902 shares; 2026Q1: 17,902 shares; 2026Q2: 17,902 shares 17,902 $285K 0.04% 0 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: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 2,385 shares; 2025Q2: 2,580 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,771 shares; 2026Q2: 1,426 shares 1,426 $270K 0.03% -345 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,414 shares; 2026Q1: 8,902 shares; 2026Q2: 9,308 shares 9,308 $266K 0.03% +406 Timeline PPA 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: not reported; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares; 2026Q2: 1,441 shares 1,441 $255K 0.03% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares; 2026Q2: 1,002 shares 1,002 $238K 0.03% 0 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: 10,175 shares; 2024Q4: 10,175 shares; 2025Q1: 10,175 shares; 2025Q2: 10,175 shares; 2025Q3: 10,175 shares; 2025Q4: 10,175 shares; 2026Q1: 10,175 shares; 2026Q2: 10,175 shares 10,175 $232K 0.03% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 1,808 shares 1,808 $232K 0.03% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 7,275 shares; 2025Q4: 8,336 shares; 2026Q1: 6,775 shares; 2026Q2: 6,295 shares 6,295 $231K 0.03% -480 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,144 shares; 2025Q2: 13,540 shares; 2025Q3: 13,584 shares; 2025Q4: 14,769 shares; 2026Q1: 15,496 shares; 2026Q2: 16,202 shares 16,202 $216K 0.03% +706 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,747 shares 3,747 $216K 0.03% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,685 shares; 2025Q2: not reported; 2025Q3: 1,685 shares; 2025Q4: not reported; 2026Q1: 1,685 shares; 2026Q2: 1,685 shares 1,685 $213K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $202K 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,349 shares; 2024Q4: 9,349 shares; 2025Q1: 4,909 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 909 shares; 2026Q1: not reported; 2026Q2: 739 shares 739 $201K 0.02% new Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,000 shares; 2024Q4: 70,000 shares; 2025Q1: 71,212 shares; 2025Q2: 71,212 shares; 2025Q3: 71,212 shares; 2025Q4: 71,212 shares; 2026Q1: 71,212 shares; 2026Q2: 71,212 shares 71,212 $152K 0.02% 0 Timeline