IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385,191 shares; 2024Q4: 365,026 shares; 2025Q1: 334,832 shares; 2025Q2: 301,512 shares; 2025Q3: 290,019 shares; 2025Q4: 281,438 shares; 2026Q1: 285,832 shares; 2026Q2: 281,564 shares 281,564 $211M 24.51% -4,268 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,957 shares; 2024Q4: 421,377 shares; 2025Q1: 512,059 shares; 2025Q2: 598,277 shares; 2025Q3: 648,841 shares; 2025Q4: 731,641 shares; 2026Q1: 822,182 shares; 2026Q2: 858,837 shares 858,837 $85M 9.88% +36,655 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,536 shares; 2024Q4: 356,203 shares; 2025Q1: 354,760 shares; 2025Q2: 661,191 shares; 2025Q3: 841,850 shares; 2025Q4: 951,754 shares; 2026Q1: 1,026,987 shares; 2026Q2: 1,110,314 shares 1,110,314 $79.1M 9.2% +83,327 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: 73,362 shares; 2024Q4: 103,844 shares; 2025Q1: 125,702 shares; 2025Q2: 135,310 shares; 2025Q3: 139,151 shares; 2025Q4: 141,618 shares; 2026Q1: 149,755 shares; 2026Q2: 626,345 shares 626,345 $77.8M 9.04% +476,590 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,993 shares; 2024Q4: 229,571 shares; 2025Q1: 204,541 shares; 2025Q2: 200,427 shares; 2025Q3: 198,973 shares; 2025Q4: 201,597 shares; 2026Q1: 207,305 shares; 2026Q2: 199,894 shares 199,894 $60.6M 7.04% -7,411 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 618,783 shares; 2025Q1: 1,216,910 shares; 2025Q2: 1,345,126 shares; 2025Q3: 1,472,109 shares; 2025Q4: 1,592,749 shares; 2026Q1: 1,713,359 shares; 2026Q2: 1,884,416 shares 1,884,416 $50M 5.81% +171,057 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: 30,759 shares; 2024Q4: 69,747 shares; 2025Q1: 102,355 shares; 2025Q2: 118,409 shares; 2025Q3: 127,243 shares; 2025Q4: 134,362 shares; 2026Q1: 146,737 shares; 2026Q2: 155,500 shares 155,500 $37.7M 4.38% +8,763 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,642 shares; 2024Q4: 317,797 shares; 2025Q1: 404,845 shares; 2025Q2: 447,742 shares; 2025Q3: 470,091 shares; 2025Q4: 497,902 shares; 2026Q1: 531,819 shares; 2026Q2: 575,570 shares 575,570 $34.4M 3.99% +43,751 Timeline SPMD 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: 130,380 shares; 2025Q1: 238,402 shares; 2025Q2: 294,863 shares; 2025Q3: 319,006 shares; 2025Q4: 347,320 shares; 2026Q1: 381,732 shares; 2026Q2: 421,419 shares 421,419 $28.5M 3.31% +39,687 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,473 shares; 2024Q4: 105,723 shares; 2025Q1: 128,484 shares; 2025Q2: 136,981 shares; 2025Q3: 145,705 shares; 2025Q4: 177,854 shares; 2026Q1: 216,273 shares; 2026Q2: 223,468 shares 223,468 $21.8M 2.54% +7,195 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: 35,291 shares; 2024Q4: 36,897 shares; 2025Q1: 36,684 shares; 2025Q2: 37,312 shares; 2025Q3: 36,938 shares; 2025Q4: 38,676 shares; 2026Q1: 37,671 shares; 2026Q2: 39,082 shares 39,082 $11.3M 1.31% +1,411 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,255 shares; 2024Q4: 102,412 shares; 2025Q1: 99,722 shares; 2025Q2: 98,383 shares; 2025Q3: 102,734 shares; 2025Q4: 113,071 shares; 2026Q1: 146,108 shares; 2026Q2: 159,634 shares 159,634 $11.1M 1.29% +13,526 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,693 shares; 2024Q4: 107,306 shares; 2025Q1: 78,154 shares; 2025Q2: 74,590 shares; 2025Q3: 71,437 shares; 2025Q4: 67,991 shares; 2026Q1: 67,719 shares; 2026Q2: 66,424 shares 66,424 $9.85M 1.15% -1,295 Timeline PHYL 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: 48,064 shares; 2025Q1: 76,381 shares; 2025Q2: 94,744 shares; 2025Q3: 121,629 shares; 2025Q4: 154,374 shares; 2026Q1: 182,603 shares; 2026Q2: 225,923 shares 225,923 $7.88M 0.92% +43,320 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: 17,704 shares; 2024Q4: 14,995 shares; 2025Q1: 11,727 shares; 2025Q2: 10,419 shares; 2025Q3: 10,477 shares; 2025Q4: 10,264 shares; 2026Q1: 10,110 shares; 2026Q2: 9,722 shares 9,722 $7.26M 0.84% -388 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: 22,177 shares; 2024Q4: 19,483 shares; 2025Q1: 20,107 shares; 2025Q2: 21,221 shares; 2025Q3: 19,978 shares; 2025Q4: 20,610 shares; 2026Q1: 21,254 shares; 2026Q2: 25,478 shares 25,478 $5.1M 0.59% +4,224 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98,413 shares 98,413 $4.98M 0.58% new 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: 839 shares; 2024Q4: 840 shares; 2025Q1: 842 shares; 2025Q2: 791 shares; 2025Q3: 803 shares; 2025Q4: 5,492 shares; 2026Q1: 5,030 shares; 2026Q2: 4,396 shares 4,396 $4.68M 0.54% -634 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96,621 shares 96,621 $4.67M 0.54% new Timeline FAST FASTENAL CO More: the full row for FASTENAL 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: 13,296 shares; 2025Q4: 13,297 shares; 2026Q1: 89,698 shares; 2026Q2: 89,477 shares 89,477 $4.3M 0.5% -221 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,554 shares; 2024Q4: 15,251 shares; 2025Q1: 14,840 shares; 2025Q2: 14,154 shares; 2025Q3: 13,416 shares; 2025Q4: 13,507 shares; 2026Q1: 13,551 shares; 2026Q2: 52,902 shares 52,902 $4.26M 0.5% +39,351 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,568 shares; 2024Q4: 49,253 shares; 2025Q1: 49,394 shares; 2025Q2: 49,991 shares; 2025Q3: 56,483 shares; 2025Q4: 78,592 shares; 2026Q1: 81,189 shares; 2026Q2: 83,370 shares 83,370 $4.16M 0.48% +2,181 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: 10,522 shares; 2024Q4: 10,687 shares; 2025Q1: 10,477 shares; 2025Q2: 11,706 shares; 2025Q3: 10,714 shares; 2025Q4: 10,898 shares; 2026Q1: 11,065 shares; 2026Q2: 10,768 shares 10,768 $4.02M 0.47% -297 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,269 shares; 2024Q4: 24,240 shares; 2025Q1: 22,857 shares; 2025Q2: 22,960 shares; 2025Q3: 22,885 shares; 2025Q4: 22,896 shares; 2026Q1: 21,787 shares; 2026Q2: 21,001 shares 21,001 $3.8M 0.44% -786 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: 39,582 shares; 2024Q4: 128,804 shares; 2025Q1: 130,263 shares; 2025Q2: 123,380 shares; 2025Q3: 115,781 shares; 2025Q4: 108,287 shares; 2026Q1: 108,794 shares; 2026Q2: 106,722 shares 106,722 $3.38M 0.39% -2,072 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: 48,564 shares; 2024Q4: 42,263 shares; 2025Q1: 34,151 shares; 2025Q2: 31,861 shares; 2025Q3: 32,584 shares; 2025Q4: 27,425 shares; 2026Q1: 36,855 shares; 2026Q2: 56,449 shares 56,449 $2.8M 0.33% +19,594 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,720 shares; 2024Q4: 18,711 shares; 2025Q1: 18,787 shares; 2025Q2: 20,022 shares; 2025Q3: 20,117 shares; 2025Q4: 21,324 shares; 2026Q1: 21,492 shares; 2026Q2: 22,262 shares 22,262 $2.6M 0.3% +770 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,196 shares; 2024Q4: 24,003 shares; 2025Q1: 23,735 shares; 2025Q2: 22,851 shares; 2025Q3: 22,889 shares; 2025Q4: 22,679 shares; 2026Q1: 22,401 shares; 2026Q2: 22,083 shares 22,083 $2.44M 0.28% -318 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,935 shares; 2024Q4: 35,436 shares; 2025Q1: 35,471 shares; 2025Q2: 34,780 shares; 2025Q3: 34,367 shares; 2025Q4: 32,970 shares; 2026Q1: 31,515 shares; 2026Q2: 31,267 shares 31,267 $2.25M 0.26% -248 Timeline SDY 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: 15,003 shares; 2024Q4: 14,663 shares; 2025Q1: 13,959 shares; 2025Q2: 13,858 shares; 2025Q3: 13,918 shares; 2025Q4: 14,996 shares; 2026Q1: 15,028 shares; 2026Q2: 14,589 shares 14,589 $2.22M 0.26% -439 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: 8,180 shares; 2024Q4: 8,033 shares; 2025Q1: 8,500 shares; 2025Q2: 8,668 shares; 2025Q3: 8,778 shares; 2025Q4: 8,865 shares; 2026Q1: 8,787 shares; 2026Q2: 8,917 shares 8,917 $2.13M 0.25% +130 Timeline VV 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: 7,847 shares; 2024Q4: 7,601 shares; 2025Q1: 7,239 shares; 2025Q2: 7,131 shares; 2025Q3: 6,742 shares; 2025Q4: 6,774 shares; 2026Q1: 6,225 shares; 2026Q2: 5,461 shares 5,461 $1.88M 0.22% -764 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,955 shares; 2024Q4: 5,980 shares; 2025Q1: 5,961 shares; 2025Q2: 5,972 shares; 2025Q3: 5,947 shares; 2025Q4: 5,979 shares; 2026Q1: 5,823 shares; 2026Q2: 5,792 shares 5,792 $1.74M 0.2% -31 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: 3,891 shares; 2024Q4: 3,893 shares; 2025Q1: 4,374 shares; 2025Q2: 4,434 shares; 2025Q3: 4,436 shares; 2025Q4: 4,530 shares; 2026Q1: 4,865 shares; 2026Q2: 4,885 shares 4,885 $1.73M 0.2% +20 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: 2,686 shares; 2024Q4: 2,548 shares; 2025Q1: 2,565 shares; 2025Q2: 3,282 shares; 2025Q3: 3,313 shares; 2025Q4: 3,126 shares; 2026Q1: 3,126 shares; 2026Q2: 3,392 shares 3,392 $1.7M 0.2% +266 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: 13,728 shares; 2024Q4: 13,418 shares; 2025Q1: 14,167 shares; 2025Q2: 14,514 shares; 2025Q3: 14,385 shares; 2025Q4: 14,475 shares; 2026Q1: 14,314 shares; 2026Q2: 14,319 shares 14,319 $1.62M 0.19% +5 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: 4,053 shares; 2024Q4: 4,047 shares; 2025Q1: 4,280 shares; 2025Q2: 3,724 shares; 2025Q3: 3,717 shares; 2025Q4: 3,703 shares; 2026Q1: 3,749 shares; 2026Q2: 3,571 shares 3,571 $1.48M 0.17% -178 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: 5,386 shares; 2024Q4: 4,656 shares; 2025Q1: 5,283 shares; 2025Q2: 5,290 shares; 2025Q3: 5,334 shares; 2025Q4: 5,609 shares; 2026Q1: 5,888 shares; 2026Q2: 5,702 shares 5,702 $1.43M 0.17% -186 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: 880 shares; 2024Q4: 902 shares; 2025Q1: 884 shares; 2025Q2: 782 shares; 2025Q3: 897 shares; 2025Q4: 1,002 shares; 2026Q1: 2,326 shares; 2026Q2: 3,656 shares 3,656 $1.35M 0.16% +1,330 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,200 shares 15,200 $1.34M 0.16% new 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: 2,082 shares; 2024Q4: 2,245 shares; 2025Q1: 2,246 shares; 2025Q2: 3,092 shares; 2025Q3: 3,195 shares; 2025Q4: 3,237 shares; 2026Q1: 3,433 shares; 2026Q2: 3,541 shares 3,541 $1.27M 0.15% +108 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: 4,531 shares; 2024Q4: 4,391 shares; 2025Q1: 4,416 shares; 2025Q2: 4,282 shares; 2025Q3: 4,238 shares; 2025Q4: 4,322 shares; 2026Q1: 4,438 shares; 2026Q2: 4,933 shares 4,933 $1.25M 0.15% +495 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,762 shares; 2024Q4: 11,838 shares; 2025Q1: 11,268 shares; 2025Q2: 11,275 shares; 2025Q3: 11,259 shares; 2025Q4: 12,288 shares; 2026Q1: 12,288 shares; 2026Q2: 12,960 shares 12,960 $1.25M 0.15% +672 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,467 shares; 2025Q1: 2,552 shares; 2025Q2: 3,157 shares; 2025Q3: 3,131 shares; 2025Q4: 2,906 shares; 2026Q1: 2,917 shares; 2026Q2: 2,953 shares 2,953 $1.24M 0.14% +36 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,134 shares; 2024Q4: 119,237 shares; 2025Q1: 41,984 shares; 2025Q2: 31,210 shares; 2025Q3: 24,572 shares; 2025Q4: 20,792 shares; 2026Q1: 19,719 shares; 2026Q2: 18,594 shares 18,594 $1.24M 0.14% -1,125 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,740 shares; 2024Q4: 19,762 shares; 2025Q1: 19,648 shares; 2025Q2: 16,991 shares; 2025Q3: 16,239 shares; 2025Q4: 16,033 shares; 2026Q1: 15,282 shares; 2026Q2: 14,405 shares 14,405 $1.21M 0.14% -877 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: 8,693 shares; 2024Q4: 8,756 shares; 2025Q1: 8,717 shares; 2025Q2: 8,972 shares; 2025Q3: 8,987 shares; 2025Q4: 8,366 shares; 2026Q1: 8,412 shares; 2026Q2: 8,028 shares 8,028 $1.1M 0.13% -384 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: 3,319 shares; 2024Q4: 3,205 shares; 2025Q1: 3,112 shares; 2025Q2: 2,984 shares; 2025Q3: 2,709 shares; 2025Q4: 2,811 shares; 2026Q1: 2,714 shares; 2026Q2: 2,478 shares 2,478 $1.06M 0.12% -236 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,051 shares; 2024Q4: 19,779 shares; 2025Q1: 19,179 shares; 2025Q2: 19,399 shares; 2025Q3: 19,455 shares; 2025Q4: 19,552 shares; 2026Q1: 19,457 shares; 2026Q2: 18,747 shares 18,747 $1.01M 0.12% -710 Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099 shares; 2024Q4: 2,234 shares; 2025Q1: 2,721 shares; 2025Q2: 2,999 shares; 2025Q3: 3,021 shares; 2025Q4: 3,704 shares; 2026Q1: 3,260 shares; 2026Q2: 3,080 shares 3,080 $1.01M 0.12% -180 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: 6,058 shares; 2024Q4: 7,269 shares; 2025Q1: 6,983 shares; 2025Q2: 6,975 shares; 2025Q3: 6,968 shares; 2025Q4: 6,953 shares; 2026Q1: 7,514 shares; 2026Q2: 7,714 shares 7,714 $991K 0.12% +200 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,247 shares; 2024Q4: 25,105 shares; 2025Q1: 25,155 shares; 2025Q2: 25,208 shares; 2025Q3: 25,263 shares; 2025Q4: 25,319 shares; 2026Q1: 25,370 shares; 2026Q2: 25,418 shares 25,418 $934K 0.11% +48 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: 6,793 shares; 2024Q4: 6,795 shares; 2025Q1: 6,816 shares; 2025Q2: 6,361 shares; 2025Q3: 6,130 shares; 2025Q4: 5,593 shares; 2026Q1: 6,383 shares; 2026Q2: 6,442 shares 6,442 $872K 0.1% +59 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,282 shares; 2024Q4: 11,612 shares; 2025Q1: 11,612 shares; 2025Q2: 11,612 shares; 2025Q3: 11,612 shares; 2025Q4: 10,397 shares; 2026Q1: 10,397 shares; 2026Q2: 10,397 shares 10,397 $869K 0.1% 0 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: 262 shares; 2024Q4: 288 shares; 2025Q1: 280 shares; 2025Q2: 309 shares; 2025Q3: 402 shares; 2025Q4: 779 shares; 2026Q1: 748 shares; 2026Q2: 714 shares 714 $856K 0.1% -34 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: 2,386 shares; 2024Q4: 2,245 shares; 2025Q1: 2,153 shares; 2025Q2: 2,139 shares; 2025Q3: 2,116 shares; 2025Q4: 2,081 shares; 2026Q1: 2,177 shares; 2026Q2: 2,374 shares 2,374 $837K 0.1% +197 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: 2,049 shares; 2024Q4: 2,058 shares; 2025Q1: 2,111 shares; 2025Q2: 2,259 shares; 2025Q3: 3,168 shares; 2025Q4: 3,175 shares; 2026Q1: 3,014 shares; 2026Q2: 2,914 shares 2,914 $820K 0.1% -100 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: 1,111 shares; 2025Q4: 1,113 shares; 2026Q1: 1,114 shares; 2026Q2: 1,121 shares 1,121 $811K 0.09% +7 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 1,990 shares; 2025Q1: 2,012 shares; 2025Q2: 2,017 shares; 2025Q3: 1,754 shares; 2025Q4: 1,635 shares; 2026Q1: 1,636 shares; 2026Q2: 1,636 shares 1,636 $810K 0.09% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,992 shares; 2024Q4: 17,959 shares; 2025Q1: 17,796 shares; 2025Q2: 17,784 shares; 2025Q3: 17,078 shares; 2025Q4: 17,304 shares; 2026Q1: 16,988 shares; 2026Q2: 16,445 shares 16,445 $807K 0.09% -543 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,505 shares; 2024Q4: 4,505 shares; 2025Q1: 4,505 shares; 2025Q2: 4,505 shares; 2025Q3: 4,505 shares; 2025Q4: 4,505 shares; 2026Q1: 4,505 shares; 2026Q2: 4,548 shares 4,548 $804K 0.09% +43 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.09% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,079 shares; 2024Q4: 8,926 shares; 2025Q1: 8,852 shares; 2025Q2: 8,749 shares; 2025Q3: 8,757 shares; 2025Q4: 8,764 shares; 2026Q1: 10,710 shares; 2026Q2: 9,805 shares 9,805 $748K 0.09% -905 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,016 shares; 2024Q4: 1,977 shares; 2025Q1: 1,980 shares; 2025Q2: 1,983 shares; 2025Q3: 1,986 shares; 2025Q4: 1,988 shares; 2026Q1: 1,991 shares; 2026Q2: 1,993 shares 1,993 $739K 0.09% +2 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: 1,678 shares; 2024Q4: 1,871 shares; 2025Q1: 1,793 shares; 2025Q2: 1,800 shares; 2025Q3: 1,949 shares; 2025Q4: 2,206 shares; 2026Q1: 2,363 shares; 2026Q2: 1,920 shares 1,920 $726K 0.08% -443 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,048 shares; 2025Q1: 4,097 shares; 2025Q2: 7,287 shares; 2025Q3: 7,219 shares; 2025Q4: 3,966 shares; 2026Q1: 4,514 shares; 2026Q2: 5,481 shares 5,481 $701K 0.08% +967 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,834 shares; 2025Q1: 1,877 shares; 2025Q2: 1,882 shares; 2025Q3: 1,880 shares; 2025Q4: 2,138 shares; 2026Q1: 2,385 shares; 2026Q2: 2,041 shares 2,041 $700K 0.08% -344 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 223 shares; 2025Q4: 272 shares; 2026Q1: 309 shares; 2026Q2: 2,184 shares 2,184 $659K 0.08% +1,875 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,938 shares 3,938 $618K 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: 4,137 shares; 2024Q4: 3,493 shares; 2025Q1: 3,518 shares; 2025Q2: 3,498 shares; 2025Q3: 3,524 shares; 2025Q4: 3,532 shares; 2026Q1: 3,681 shares; 2026Q2: 3,656 shares 3,656 $606K 0.07% -25 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: not reported; 2025Q4: 607 shares; 2026Q1: 607 shares; 2026Q2: 780 shares 780 $595K 0.07% +173 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: 527 shares; 2024Q4: 528 shares; 2025Q1: 551 shares; 2025Q2: 552 shares; 2025Q3: 573 shares; 2025Q4: 593 shares; 2026Q1: 615 shares; 2026Q2: 630 shares 630 $590K 0.07% +15 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,375 shares; 2026Q1: 8,039 shares; 2026Q2: 12,399 shares 12,399 $588K 0.07% +4,360 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,812 shares; 2024Q4: 5,828 shares; 2025Q1: 5,798 shares; 2025Q2: 5,800 shares; 2025Q3: 5,803 shares; 2025Q4: 5,487 shares; 2026Q1: 5,603 shares; 2026Q2: 2,613 shares 2,613 $585K 0.07% -2,990 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,613 shares 2,613 $578K 0.07% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 1,151 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,174 shares; 2025Q4: 1,229 shares; 2026Q1: 1,058 shares; 2026Q2: 1,006 shares 1,006 $567K 0.07% -52 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,721 shares; 2024Q4: 6,482 shares; 2025Q1: 6,482 shares; 2025Q2: 6,862 shares; 2025Q3: 6,774 shares; 2025Q4: 6,741 shares; 2026Q1: 6,741 shares; 2026Q2: 6,752 shares 6,752 $549K 0.06% +11 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,682 shares; 2024Q4: 3,682 shares; 2025Q1: 3,682 shares; 2025Q2: 3,697 shares; 2025Q3: 3,697 shares; 2025Q4: 3,697 shares; 2026Q1: 3,697 shares; 2026Q2: 3,677 shares 3,677 $537K 0.06% -20 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,859 shares; 2026Q2: 9,775 shares 9,775 $510K 0.06% +4,916 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: 867 shares 867 $504K 0.06% new Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,484 shares 9,484 $500K 0.06% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,387 shares; 2024Q4: 15,387 shares; 2025Q1: 15,387 shares; 2025Q2: 15,387 shares; 2025Q3: 15,539 shares; 2025Q4: 15,387 shares; 2026Q1: 15,652 shares; 2026Q2: 15,387 shares 15,387 $492K 0.06% -265 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 887 shares; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 867 shares; 2026Q1: 867 shares; 2026Q2: 867 shares 867 $486K 0.06% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,483 shares; 2024Q4: 1,485 shares; 2025Q1: 1,586 shares; 2025Q2: 1,631 shares; 2025Q3: 1,632 shares; 2025Q4: 3,090 shares; 2026Q1: 3,275 shares; 2026Q2: 3,277 shares 3,277 $480K 0.06% +2 Timeline VANGUARD VANGUARD More: the full row for VANGUARD 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: 541 shares; 2026Q1: 899 shares; 2026Q2: 5,569 shares 5,569 $480K 0.06% +4,670 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: 15,762 shares; 2024Q4: 15,522 shares; 2025Q1: 15,569 shares; 2025Q2: 15,214 shares; 2025Q3: 18,017 shares; 2025Q4: 18,768 shares; 2026Q1: 18,123 shares; 2026Q2: 22,692 shares 22,692 $470K 0.05% +4,569 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,993 shares; 2025Q3: 3,819 shares; 2025Q4: 3,171 shares; 2026Q1: 3,180 shares; 2026Q2: 2,872 shares 2,872 $464K 0.05% -308 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: 388 shares; 2024Q4: 538 shares; 2025Q1: 403 shares; 2025Q2: 387 shares; 2025Q3: 365 shares; 2025Q4: 659 shares; 2026Q1: 634 shares; 2026Q2: 647 shares 647 $445K 0.05% +13 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: 867 shares; 2024Q4: 1,121 shares; 2025Q1: 1,125 shares; 2025Q2: 1,241 shares; 2025Q3: 1,291 shares; 2025Q4: 1,321 shares; 2026Q1: 1,343 shares; 2026Q2: 1,206 shares 1,206 $444K 0.05% -137 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 464 shares; 2025Q4: 4,176 shares; 2026Q1: 3,219 shares; 2026Q2: 6,191 shares 6,191 $442K 0.05% +2,972 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 8,218 shares; 2026Q1: 8,218 shares; 2026Q2: 8,218 shares 8,218 $437K 0.05% 0 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: 2,267 shares; 2024Q4: 2,264 shares; 2025Q1: 2,088 shares; 2025Q2: 2,097 shares; 2025Q3: 2,154 shares; 2025Q4: 2,404 shares; 2026Q1: 2,654 shares; 2026Q2: 2,972 shares 2,972 $436K 0.05% +318 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,885 shares; 2024Q4: 11,560 shares; 2025Q1: 33,450 shares; 2025Q2: 19,597 shares; 2025Q3: 19,601 shares; 2025Q4: 19,606 shares; 2026Q1: 29,310 shares; 2026Q2: 15,315 shares 15,315 $432K 0.05% -13,995 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,656 shares; 2024Q4: 18,639 shares; 2025Q1: 16,805 shares; 2025Q2: 11,913 shares; 2025Q3: 11,750 shares; 2025Q4: 5,913 shares; 2026Q1: 5,754 shares; 2026Q2: 5,439 shares 5,439 $412K 0.05% -315 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,978 shares; 2024Q4: 7,175 shares; 2025Q1: 7,219 shares; 2025Q2: 7,291 shares; 2025Q3: 7,378 shares; 2025Q4: 7,071 shares; 2026Q1: 7,158 shares; 2026Q2: 7,188 shares 7,188 $408K 0.05% +30 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,068 shares; 2024Q4: 5,202 shares; 2025Q1: 4,985 shares; 2025Q2: 5,071 shares; 2025Q3: 5,093 shares; 2025Q4: 5,403 shares; 2026Q1: 4,973 shares; 2026Q2: 4,498 shares 4,498 $408K 0.05% -475 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: 2,190 shares; 2024Q4: 2,196 shares; 2025Q1: 2,151 shares; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 2,401 shares; 2026Q1: 2,569 shares; 2026Q2: 2,122 shares 2,122 $403K 0.05% -447 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,802 shares; 2024Q4: 2,716 shares; 2025Q1: 2,720 shares; 2025Q2: 2,723 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares; 2026Q1: 2,713 shares; 2026Q2: 2,713 shares 2,713 $403K 0.05% 0 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: 1,899 shares; 2024Q4: 1,867 shares; 2025Q1: 1,874 shares; 2025Q2: 1,686 shares; 2025Q3: 1,687 shares; 2025Q4: 1,430 shares; 2026Q1: 1,520 shares; 2026Q2: 1,453 shares 1,453 $393K 0.05% -67 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,472 shares 1,472 $372K 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: 1,199 shares; 2026Q1: 1,678 shares; 2026Q2: 1,685 shares 1,685 $367K 0.04% +7 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: 7,430 shares; 2024Q4: 7,077 shares; 2025Q1: 7,106 shares; 2025Q2: 6,413 shares; 2025Q3: 6,100 shares; 2025Q4: 5,891 shares; 2026Q1: 5,829 shares; 2026Q2: 6,066 shares 6,066 $366K 0.04% +237 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,864 shares 1,864 $365K 0.04% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,418 shares; 2024Q4: 3,925 shares; 2025Q1: 3,944 shares; 2025Q2: 3,964 shares; 2025Q3: 3,984 shares; 2025Q4: 4,278 shares; 2026Q1: 4,288 shares; 2026Q2: 4,402 shares 4,402 $364K 0.04% +114 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958 shares; 2024Q4: 1,050 shares; 2025Q1: 1,011 shares; 2025Q2: 980 shares; 2025Q3: 971 shares; 2025Q4: 961 shares; 2026Q1: 1,219 shares; 2026Q2: 907 shares 907 $360K 0.04% -312 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: 5,192 shares; 2025Q3: 7,788 shares; 2025Q4: 8,135 shares; 2026Q1: 8,441 shares; 2026Q2: 8,364 shares 8,364 $354K 0.04% -77 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: 2,769 shares; 2024Q4: 3,710 shares; 2025Q1: 3,712 shares; 2025Q2: 2,347 shares; 2025Q3: 2,285 shares; 2025Q4: 2,694 shares; 2026Q1: 2,696 shares; 2026Q2: 2,507 shares 2,507 $345K 0.04% -189 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,693 shares; 2024Q4: 5,329 shares; 2025Q1: 5,332 shares; 2025Q2: 5,333 shares; 2025Q3: 5,263 shares; 2025Q4: 5,188 shares; 2026Q1: 5,955 shares; 2026Q2: 5,794 shares 5,794 $335K 0.04% -161 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: 1,619 shares; 2024Q4: 1,600 shares; 2025Q1: 1,534 shares; 2025Q2: 1,449 shares; 2025Q3: 1,451 shares; 2025Q4: 1,276 shares; 2026Q1: 1,260 shares; 2026Q2: 1,229 shares 1,229 $334K 0.04% -31 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 652 shares; 2026Q2: 631 shares 631 $328K 0.04% -21 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,671 shares; 2024Q4: 38,928 shares; 2025Q1: 31,375 shares; 2025Q2: 22,101 shares; 2025Q3: 17,758 shares; 2025Q4: 14,669 shares; 2026Q1: 13,236 shares; 2026Q2: 4,365 shares 4,365 $321K 0.04% -8,871 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,410 shares; 2024Q4: 103,120 shares; 2025Q1: 36,490 shares; 2025Q2: 22,056 shares; 2025Q3: 17,343 shares; 2025Q4: 12,901 shares; 2026Q1: 12,966 shares; 2026Q2: 12,053 shares 12,053 $300K 0.03% -913 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,726 shares; 2024Q4: 4,732 shares; 2025Q1: 4,547 shares; 2025Q2: 4,555 shares; 2025Q3: 4,564 shares; 2025Q4: 4,571 shares; 2026Q1: 4,575 shares; 2026Q2: 4,287 shares 4,287 $300K 0.03% -288 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,173 shares; 2025Q3: 3,175 shares; 2025Q4: 3,180 shares; 2026Q1: 3,224 shares; 2026Q2: 3,191 shares 3,191 $296K 0.03% -33 Timeline EFIV 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: 3,966 shares; 2025Q2: 4,115 shares; 2025Q3: 8,967 shares; 2025Q4: 11,738 shares; 2026Q1: 11,729 shares; 2026Q2: 3,999 shares 3,999 $292K 0.03% -7,730 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,486 shares; 2025Q3: 14,486 shares; 2025Q4: 14,486 shares; 2026Q1: 14,731 shares; 2026Q2: 14,969 shares 14,969 $286K 0.03% +238 Timeline MARATHON PETROLEUM CORP MARATHON PETROLEUM CORP More: the full row for MARATHON PETROLEUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,107 shares; 2026Q2: 1,118 shares 1,118 $286K 0.03% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 969 shares; 2025Q4: 1,024 shares; 2026Q1: 1,029 shares; 2026Q2: 1,167 shares 1,167 $284K 0.03% +138 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,412 shares; 2024Q4: 13,842 shares; 2025Q1: 14,041 shares; 2025Q2: 13,850 shares; 2025Q3: 12,456 shares; 2025Q4: 11,294 shares; 2026Q1: 11,021 shares; 2026Q2: 9,551 shares 9,551 $281K 0.03% -1,470 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 710 shares; 2025Q4: 1,470 shares; 2026Q1: not reported; 2026Q2: 1,471 shares 1,471 $280K 0.03% new Timeline PINNACLE FINL PART INC NEW … PINNACLE FINL PART INC NEW FXD More: the full row for PINNACLE FINL PART INC NEW FXD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,737 shares; 2026Q2: 2,752 shares 2,752 $278K 0.03% +15 DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: not reported; 2025Q4: 460 shares; 2026Q1: 493 shares; 2026Q2: 424 shares 424 $270K 0.03% -69 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 621 shares 621 $269K 0.03% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,874 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,874 shares; 2025Q4: 1,874 shares; 2026Q1: 1,874 shares; 2026Q2: 1,874 shares 1,874 $268K 0.03% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,597 shares; 2026Q2: 1,690 shares 1,690 $267K 0.03% +93 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: 12,763 shares; 2024Q4: 10,703 shares; 2025Q1: 10,231 shares; 2025Q2: 10,371 shares; 2025Q3: 10,226 shares; 2025Q4: 10,946 shares; 2026Q1: 10,562 shares; 2026Q2: 11,031 shares 11,031 $266K 0.03% +469 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,139 shares; 2026Q1: 1,127 shares; 2026Q2: 1,332 shares 1,332 $263K 0.03% +205 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 705 shares 705 $258K 0.03% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,895 shares; 2025Q3: 3,920 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,421 shares 2,421 $257K 0.03% new 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: not reported; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 884 shares; 2025Q3: 885 shares; 2025Q4: 760 shares; 2026Q1: 777 shares; 2026Q2: 749 shares 749 $254K 0.03% -28 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 727 shares; 2026Q2: 727 shares 727 $250K 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,086 shares 2,086 $249K 0.03% new Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,455 shares; 2025Q4: 2,655 shares; 2026Q1: 3,048 shares; 2026Q2: 3,055 shares 3,055 $249K 0.03% +7 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,036 shares; 2026Q2: 5,855 shares 5,855 $248K 0.03% +819 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,352 shares; 2024Q4: 3,676 shares; 2025Q1: 3,679 shares; 2025Q2: 3,682 shares; 2025Q3: 3,684 shares; 2025Q4: 3,685 shares; 2026Q1: 2,932 shares; 2026Q2: 2,932 shares 2,932 $241K 0.03% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,963 shares; 2025Q2: not reported; 2025Q3: 2,897 shares; 2025Q4: 2,900 shares; 2026Q1: 2,904 shares; 2026Q2: 2,993 shares 2,993 $240K 0.03% +89 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: 637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 643 shares; 2026Q1: 643 shares; 2026Q2: 644 shares 644 $233K 0.03% +1 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares; 2026Q2: 9,600 shares 9,600 $230K 0.03% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,405 shares; 2024Q4: 14,187 shares; 2025Q1: 7,013 shares; 2025Q2: 6,630 shares; 2025Q3: 6,408 shares; 2025Q4: 6,475 shares; 2026Q1: 6,397 shares; 2026Q2: 2,866 shares 2,866 $229K 0.03% -3,531 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 605 shares 605 $226K 0.03% new Timeline SCHB 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: 3,674 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,716 shares; 2026Q1: not reported; 2026Q2: 7,716 shares 7,716 $223K 0.03% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 370 shares; 2025Q3: 376 shares; 2025Q4: 415 shares; 2026Q1: 406 shares; 2026Q2: 427 shares 427 $220K 0.03% +21 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: 1,044 shares; 2024Q4: 1,110 shares; 2025Q1: 1,024 shares; 2025Q2: 950 shares; 2025Q3: 925 shares; 2025Q4: 1,067 shares; 2026Q1: 1,232 shares; 2026Q2: 988 shares 988 $218K 0.03% -244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,031 shares 1,031 $216K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,835 shares 1,835 $216K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 290 shares 290 $214K 0.02% new Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-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: 6,948 shares 6,948 $214K 0.02% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,678 shares; 2026Q2: 1,678 shares 1,678 $212K 0.02% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,769 shares 1,769 $208K 0.02% new Timeline