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: 798,146 shares; 2024Q4: 896,652 shares; 2025Q1: 585,390 shares; 2025Q2: 1,112,695 shares; 2025Q3: 1,260,074 shares; 2025Q4: 1,327,915 shares; 2026Q1: 960,162 shares; 2026Q2: 1,524,998 shares 1,524,998 $564M 16.8% +564,836 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287,567 shares; 2026Q1: 1,842,620 shares; 2026Q2: 5,697,819 shares 5,697,819 $431M 12.84% +3,855,199 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: 3,185,985 shares; 2024Q4: 3,480,467 shares; 2025Q1: 4,206,713 shares; 2025Q2: 4,485,838 shares; 2025Q3: 5,841,343 shares; 2025Q4: 6,399,457 shares; 2026Q1: 4,632,193 shares; 2026Q2: 5,784,057 shares 5,784,057 $345M 10.28% +1,151,864 Timeline VGK 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: 1,903,789 shares; 2024Q4: 1,541,194 shares; 2025Q1: 2,347,021 shares; 2025Q2: 1,849,206 shares; 2025Q3: 1,942,947 shares; 2025Q4: 2,244,094 shares; 2026Q1: 2,117,017 shares; 2026Q2: 2,462,659 shares 2,462,659 $218M 6.49% +345,642 Timeline ELM SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,868,814 shares; 2025Q2: 6,247,791 shares; 2025Q3: 6,048,885 shares; 2025Q4: 4,496,630 shares; 2026Q1: 6,006,305 shares; 2026Q2: 6,168,649 shares 6,168,649 $181M 5.38% +162,344 Timeline VPL 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: 953,907 shares; 2024Q4: 746,053 shares; 2025Q1: 748,398 shares; 2025Q2: 1,205,224 shares; 2025Q3: 1,542,269 shares; 2025Q4: 1,601,377 shares; 2026Q1: 1,225,262 shares; 2026Q2: 1,529,637 shares 1,529,637 $177M 5.27% +304,375 Timeline SCHP 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: 1,668,266 shares; 2024Q4: 3,753,515 shares; 2025Q1: 10,552,884 shares; 2025Q2: 6,757,381 shares; 2025Q3: 8,520,213 shares; 2025Q4: 10,496,877 shares; 2026Q1: 8,065,801 shares; 2026Q2: 6,341,129 shares 6,341,129 $168M 5% -1,724,672 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,456,470 shares; 2024Q4: 2,363,087 shares; 2025Q1: 2,030,540 shares; 2025Q2: 1,925,854 shares; 2025Q3: 1,501,164 shares; 2025Q4: 1,484,000 shares; 2026Q1: 1,791,143 shares; 2026Q2: 1,795,090 shares 1,795,090 $149M 4.43% +3,947 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,322,765 shares; 2024Q4: 1,051,824 shares; 2025Q1: 964,481 shares; 2025Q2: 1,450,614 shares; 2025Q3: 1,550,932 shares; 2025Q4: 1,438,199 shares; 2026Q1: 1,119,616 shares; 2026Q2: 1,365,137 shares 1,365,137 $103M 3.05% +245,521 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: 29,887 shares; 2024Q4: 38,028 shares; 2025Q1: 29,632 shares; 2025Q2: 87,761 shares; 2025Q3: 90,620 shares; 2025Q4: 120,434 shares; 2026Q1: 106,752 shares; 2026Q2: 141,560 shares 141,560 $97.2M 2.89% +34,808 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,348 shares; 2024Q4: 266,089 shares; 2025Q1: 288,053 shares; 2025Q2: 370,468 shares; 2025Q3: 840,034 shares; 2025Q4: 1,328,709 shares; 2026Q1: 1,165,925 shares; 2026Q2: 1,571,335 shares 1,571,335 $91.5M 2.72% +405,410 Timeline BBEU 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: 92,369 shares; 2025Q2: 725,836 shares; 2025Q3: 920,867 shares; 2025Q4: 981,313 shares; 2026Q1: 632,274 shares; 2026Q2: 1,050,129 shares 1,050,129 $81.7M 2.43% +417,855 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: 1,199,615 shares; 2024Q4: 1,157,812 shares; 2025Q1: 808,822 shares; 2025Q2: 404,581 shares; 2025Q3: 410,381 shares; 2025Q4: 404,268 shares; 2026Q1: 431,442 shares; 2026Q2: 406,864 shares 406,864 $66.8M 1.99% -24,578 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 267,997 shares; 2025Q1: 290,454 shares; 2025Q2: 1,239,305 shares; 2025Q3: 709,547 shares; 2025Q4: 876,410 shares; 2026Q1: 826,995 shares; 2026Q2: 973,914 shares 973,914 $50.4M 1.5% +146,919 Timeline SCHH 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: 811,645 shares; 2024Q4: 833,340 shares; 2025Q1: 680,854 shares; 2025Q2: 562,556 shares; 2025Q3: 799,277 shares; 2025Q4: 743,744 shares; 2026Q1: 1,010,445 shares; 2026Q2: 1,946,919 shares 1,946,919 $46.1M 1.37% +936,474 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 712,629 shares; 2024Q4: 683,188 shares; 2025Q1: 646,164 shares; 2025Q2: 770,390 shares; 2025Q3: 473,347 shares; 2025Q4: 489,530 shares; 2026Q1: 507,836 shares; 2026Q2: 552,211 shares 552,211 $45.2M 1.35% +44,375 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: 127,682 shares; 2024Q4: 91,138 shares; 2025Q1: 96,110 shares; 2025Q2: 82,358 shares; 2025Q3: 155,764 shares; 2025Q4: 169,392 shares; 2026Q1: 139,209 shares; 2026Q2: 206,603 shares 206,603 $45M 1.34% +67,394 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: 74,032 shares; 2024Q4: 82,886 shares; 2025Q1: 675,397 shares; 2025Q2: 553,218 shares; 2025Q3: 756,093 shares; 2025Q4: 1,423,586 shares; 2026Q1: 745,556 shares; 2026Q2: 599,378 shares 599,378 $44M 1.31% -146,178 Timeline BBCA 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: 467,618 shares; 2024Q4: 408,555 shares; 2025Q1: 386,277 shares; 2025Q2: 300,321 shares; 2025Q3: 392,859 shares; 2025Q4: 421,257 shares; 2026Q1: 320,704 shares; 2026Q2: 418,926 shares 418,926 $41.6M 1.24% +98,222 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: 120,984 shares; 2024Q4: 105,221 shares; 2025Q1: 71,552 shares; 2025Q2: 32,351 shares; 2025Q3: 105,623 shares; 2025Q4: 105,904 shares; 2026Q1: 85,423 shares; 2026Q2: 124,998 shares 124,998 $37.9M 1.13% +39,575 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: 477,344 shares; 2024Q4: 443,147 shares; 2025Q1: 244,289 shares; 2025Q2: 274,869 shares; 2025Q3: 295,139 shares; 2025Q4: 420,411 shares; 2026Q1: 275,691 shares; 2026Q2: 369,207 shares 369,207 $36.5M 1.09% +93,516 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,057 shares; 2024Q4: 143,362 shares; 2025Q1: 87,356 shares; 2025Q2: 63,035 shares; 2025Q3: 66,243 shares; 2025Q4: 96,023 shares; 2026Q1: 93,988 shares; 2026Q2: 323,939 shares 323,939 $31.2M 0.93% +229,951 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: 128,766 shares; 2025Q2: 33,731 shares; 2025Q3: 39,098 shares; 2025Q4: 42,976 shares; 2026Q1: 211,312 shares; 2026Q2: 261,395 shares 261,395 $23M 0.68% +50,083 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: 345,335 shares; 2024Q4: 1,164,975 shares; 2025Q1: 1,490,494 shares; 2025Q2: 1,704,105 shares; 2025Q3: 1,003,521 shares; 2025Q4: 479,084 shares; 2026Q1: 284,362 shares; 2026Q2: 212,608 shares 212,608 $21.4M 0.64% -71,754 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,475 shares; 2025Q3: 132,503 shares; 2025Q4: 110,132 shares; 2026Q1: 110,658 shares; 2026Q2: 106,905 shares 106,905 $21.4M 0.64% -3,753 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: 289,298 shares; 2024Q4: 229,571 shares; 2025Q1: 204,295 shares; 2025Q2: 199,552 shares; 2025Q3: 134,823 shares; 2025Q4: 452,643 shares; 2026Q1: 375,373 shares; 2026Q2: 267,541 shares 267,541 $13.5M 0.4% -107,832 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,823 shares; 2024Q4: 179,779 shares; 2025Q1: 556,718 shares; 2025Q2: 447,837 shares; 2025Q3: 443,839 shares; 2025Q4: 428,603 shares; 2026Q1: 179,257 shares; 2026Q2: 115,464 shares 115,464 $11.8M 0.35% -63,793 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,506 shares; 2024Q4: 38,103 shares; 2025Q1: 26,609 shares; 2025Q2: 14,189 shares; 2025Q3: 14,700 shares; 2025Q4: 14,610 shares; 2026Q1: 14,743 shares; 2026Q2: 15,186 shares 15,186 $11.4M 0.34% +443 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: 131,417 shares; 2024Q4: 139,749 shares; 2025Q1: 144,841 shares; 2025Q2: 63,681 shares; 2025Q3: 50,152 shares; 2025Q4: 130,108 shares; 2026Q1: 140,396 shares; 2026Q2: 103,433 shares 103,433 $11.1M 0.33% -36,963 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: 24,363 shares; 2024Q4: 86,922 shares; 2025Q1: 89,586 shares; 2025Q2: 471,726 shares; 2025Q3: 549,968 shares; 2025Q4: 373,205 shares; 2026Q1: 103,002 shares; 2026Q2: 288,202 shares 288,202 $8.35M 0.25% +185,200 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: not reported; 2024Q4: not reported; 2025Q1: 1,262 shares; 2025Q2: 7,354 shares; 2025Q3: 24,783 shares; 2025Q4: 19,832 shares; 2026Q1: 25,791 shares; 2026Q2: 26,182 shares 26,182 $7.58M 0.23% +391 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,993 shares; 2024Q4: 1,991 shares; 2025Q1: 2,344 shares; 2025Q2: 4,435 shares; 2025Q3: 4,720 shares; 2025Q4: 5,170 shares; 2026Q1: 6,361 shares; 2026Q2: 63,210 shares 63,210 $7.55M 0.22% +56,849 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,637 shares; 2025Q4: 70,637 shares; 2026Q1: 85,046 shares; 2026Q2: 85,046 shares 85,046 $6.97M 0.21% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,274 shares; 2024Q4: 125,823 shares; 2025Q1: 120,165 shares; 2025Q2: 117,172 shares; 2025Q3: 115,833 shares; 2025Q4: 112,477 shares; 2026Q1: 112,070 shares; 2026Q2: 109,490 shares 109,490 $6.31M 0.19% -2,580 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,218 shares; 2024Q4: 59,101 shares; 2025Q1: 51,014 shares; 2025Q2: 45,739 shares; 2025Q3: 45,162 shares; 2025Q4: 45,133 shares; 2026Q1: 49,756 shares; 2026Q2: 55,571 shares 55,571 $6.12M 0.18% +5,815 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: 6,850 shares; 2024Q4: 11,911 shares; 2025Q1: 1,559 shares; 2025Q2: 10,176 shares; 2025Q3: 11,417 shares; 2025Q4: 27,373 shares; 2026Q1: 26,891 shares; 2026Q2: 30,630 shares 30,630 $5.84M 0.17% +3,739 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: 9,000 shares; 2025Q3: 9,094 shares; 2025Q4: 9,094 shares; 2026Q1: 7,594 shares; 2026Q2: 7,596 shares 7,596 $5.8M 0.17% +2 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,530 shares; 2024Q4: 141,903 shares; 2025Q1: 142,453 shares; 2025Q2: 152,095 shares; 2025Q3: 154,882 shares; 2025Q4: 163,644 shares; 2026Q1: 197,275 shares; 2026Q2: 200,155 shares 200,155 $5.54M 0.17% +2,880 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: 9,097 shares; 2024Q4: 12,402 shares; 2025Q1: 17,392 shares; 2025Q2: 20,012 shares; 2025Q3: 52,366 shares; 2025Q4: 59,046 shares; 2026Q1: 60,019 shares; 2026Q2: 65,799 shares 65,799 $4.69M 0.14% +5,780 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: 1,833 shares; 2024Q4: 1,816 shares; 2025Q1: 2,765 shares; 2025Q2: 2,062 shares; 2025Q3: 7,063 shares; 2025Q4: 6,364 shares; 2026Q1: 6,194 shares; 2026Q2: 6,182 shares 6,182 $4.62M 0.14% -12 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,611 shares; 2025Q3: 3,901 shares; 2025Q4: 3,837 shares; 2026Q1: 3,877 shares; 2026Q2: 3,843 shares 3,843 $4.61M 0.14% -34 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: 6,701 shares; 2025Q3: 7,702 shares; 2025Q4: 7,998 shares; 2026Q1: 7,851 shares; 2026Q2: 7,857 shares 7,857 $4.56M 0.14% +6 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: not reported; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $4.49M 0.13% 0 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: 21,416 shares; 2024Q4: 19,696 shares; 2025Q1: 20,321 shares; 2025Q2: 20,093 shares; 2025Q3: 20,289 shares; 2025Q4: 21,045 shares; 2026Q1: 22,514 shares; 2026Q2: 29,913 shares 29,913 $4.44M 0.13% +7,399 Timeline VFH 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: 7,538 shares; 2024Q4: 7,373 shares; 2025Q1: 7,159 shares; 2025Q2: 9,231 shares; 2025Q3: 20,825 shares; 2025Q4: 37,784 shares; 2026Q1: 23,474 shares; 2026Q2: 29,352 shares 29,352 $3.86M 0.11% +5,878 Timeline VIS 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: 2,211 shares; 2024Q4: 2,130 shares; 2025Q1: 2,157 shares; 2025Q2: 4,543 shares; 2025Q3: 4,909 shares; 2025Q4: 6,882 shares; 2026Q1: 6,977 shares; 2026Q2: 9,447 shares 9,447 $3.4M 0.1% +2,470 Timeline XLF 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: 10,652 shares; 2024Q4: 22,711 shares; 2025Q1: 13,277 shares; 2025Q2: 24,820 shares; 2025Q3: 28,739 shares; 2025Q4: 57,384 shares; 2026Q1: 52,008 shares; 2026Q2: 60,083 shares 60,083 $3.22M 0.1% +8,075 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: 5,010 shares; 2025Q4: 7,250 shares; 2026Q1: 7,250 shares; 2026Q2: 7,264 shares 7,264 $3.15M 0.09% +14 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,545 shares; 2025Q3: 46,541 shares; 2025Q4: 69,811 shares; 2026Q1: 69,811 shares; 2026Q2: 69,812 shares 69,812 $2.97M 0.09% +1 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,998 shares; 2025Q3: 19,998 shares; 2025Q4: 19,998 shares; 2026Q1: 15,998 shares; 2026Q2: 7,208 shares 7,208 $2.84M 0.08% -8,790 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,962 shares; 2024Q4: 2,095 shares; 2025Q1: 2,022 shares; 2025Q2: 9,831 shares; 2025Q3: 10,756 shares; 2025Q4: 12,864 shares; 2026Q1: 11,962 shares; 2026Q2: 15,034 shares 15,034 $2.77M 0.08% +3,072 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,422 shares; 2024Q4: 1,464 shares; 2025Q1: 1,178 shares; 2025Q2: 6,410 shares; 2025Q3: 6,678 shares; 2025Q4: 7,496 shares; 2026Q1: 6,829 shares; 2026Q2: 6,792 shares 6,792 $2.69M 0.08% -37 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,487 shares; 2025Q4: 7,361 shares; 2026Q1: 7,381 shares; 2026Q2: 7,428 shares 7,428 $2.65M 0.08% +47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,460 shares; 2025Q3: 10,375 shares; 2025Q4: 10,778 shares; 2026Q1: 10,377 shares; 2026Q2: 9,303 shares 9,303 $2.62M 0.08% -1,074 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,317 shares; 2024Q4: 128,479 shares; 2025Q1: 87,723 shares; 2025Q2: 30,957 shares; 2025Q3: 32,403 shares; 2025Q4: 35,815 shares; 2026Q1: 70,129 shares; 2026Q2: 71,857 shares 71,857 $2.6M 0.08% +1,728 Timeline VHT 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: 2,174 shares; 2024Q4: 1,730 shares; 2025Q1: 1,872 shares; 2025Q2: 4,619 shares; 2025Q3: 5,217 shares; 2025Q4: 10,005 shares; 2026Q1: 7,314 shares; 2026Q2: 8,621 shares 8,621 $2.58M 0.08% +1,307 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: 471 shares; 2024Q4: 683 shares; 2025Q1: 799 shares; 2025Q2: 1,406 shares; 2025Q3: 5,295 shares; 2025Q4: 5,331 shares; 2026Q1: 5,364 shares; 2026Q2: 6,508 shares 6,508 $2.43M 0.07% +1,144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,977 shares; 2026Q1: 6,018 shares; 2026Q2: 6,563 shares 6,563 $2.32M 0.07% +545 Timeline XLI 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: 2,260 shares; 2024Q4: 3,504 shares; 2025Q1: 1,733 shares; 2025Q2: 6,748 shares; 2025Q3: 6,823 shares; 2025Q4: 7,789 shares; 2026Q1: 9,877 shares; 2026Q2: 10,958 shares 10,958 $2.03M 0.06% +1,081 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,703 shares; 2025Q4: 2,414 shares; 2026Q1: 3,361 shares; 2026Q2: 22,697 shares 22,697 $1.96M 0.06% +19,336 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,667 shares; 2025Q3: 9,299 shares; 2025Q4: 9,347 shares; 2026Q1: 9,438 shares; 2026Q2: 9,440 shares 9,440 $1.79M 0.05% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,589 shares; 2025Q4: 4,521 shares; 2026Q1: 7,223 shares; 2026Q2: 7,439 shares 7,439 $1.76M 0.05% +216 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,232 shares; 2024Q4: 5,232 shares; 2025Q1: 4,966 shares; 2025Q2: 5,378 shares; 2025Q3: 7,697 shares; 2025Q4: 7,791 shares; 2026Q1: 7,811 shares; 2026Q2: 7,745 shares 7,745 $1.76M 0.05% -66 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,210 shares; 2025Q2: 30,758 shares; 2025Q3: 30,759 shares; 2025Q4: 30,762 shares; 2026Q1: 22,616 shares; 2026Q2: 32,895 shares 32,895 $1.69M 0.05% +10,279 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: 55,912 shares; 2024Q4: 55,912 shares; 2025Q1: 64,586 shares; 2025Q2: 69,538 shares; 2025Q3: 5,526 shares; 2025Q4: 9,162 shares; 2026Q1: 19,868 shares; 2026Q2: 19,868 shares 19,868 $1.66M 0.05% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,932 shares; 2025Q2: 4,562 shares; 2025Q3: 18,348 shares; 2025Q4: 18,391 shares; 2026Q1: 18,388 shares; 2026Q2: 18,928 shares 18,928 $1.62M 0.05% +540 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 806 shares; 2025Q3: 3,631 shares; 2025Q4: 3,600 shares; 2026Q1: 3,778 shares; 2026Q2: 4,217 shares 4,217 $1.59M 0.05% +439 Timeline XLY 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: 2,969 shares; 2024Q4: 4,897 shares; 2025Q1: 1,937 shares; 2025Q2: 1,506 shares; 2025Q3: 1,539 shares; 2025Q4: 3,078 shares; 2026Q1: 5,541 shares; 2026Q2: 13,559 shares 13,559 $1.59M 0.05% +8,018 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: not reported; 2024Q4: not reported; 2025Q1: 9,514 shares; 2025Q2: 10,239 shares; 2025Q3: 12,794 shares; 2025Q4: 12,848 shares; 2026Q1: 12,848 shares; 2026Q2: 15,497 shares 15,497 $1.5M 0.04% +2,649 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,246 shares; 2025Q4: 4,399 shares; 2026Q1: 4,813 shares; 2026Q2: 6,079 shares 6,079 $1.45M 0.04% +1,266 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,910 shares; 2025Q4: 4,114 shares; 2026Q1: 4,138 shares; 2026Q2: 4,138 shares 4,138 $1.35M 0.04% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 1,039 shares; 2025Q4: 1,154 shares; 2026Q1: 1,349 shares; 2026Q2: 1,351 shares 1,351 $1.26M 0.04% +2 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 1,075 shares 1,075 $1.24M 0.04% +235 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,809 shares; 2025Q4: 2,110 shares; 2026Q1: 2,582 shares; 2026Q2: 2,462 shares 2,462 $1.23M 0.04% -120 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: not reported; 2024Q4: 1,149 shares; 2025Q1: 1,166 shares; 2025Q2: 1,937 shares; 2025Q3: 4,546 shares; 2025Q4: 4,585 shares; 2026Q1: 4,673 shares; 2026Q2: 4,815 shares 4,815 $1.21M 0.04% +142 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: 9,132 shares; 2025Q3: 9,171 shares; 2025Q4: 9,254 shares; 2026Q1: 9,463 shares; 2026Q2: 9,463 shares 9,463 $1.2M 0.04% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,849 shares; 2025Q4: 1,689 shares; 2026Q1: 2,342 shares; 2026Q2: 8,621 shares 8,621 $1.07M 0.03% +6,279 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,923 shares; 2025Q1: 2,250 shares; 2025Q2: 5,310 shares; 2025Q3: 3,166 shares; 2025Q4: 5,116 shares; 2026Q1: 4,787 shares; 2026Q2: 9,410 shares 9,410 $1.03M 0.03% +4,623 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: 937 shares; 2024Q4: 921 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,258 shares; 2025Q4: 2,772 shares; 2026Q1: 4,150 shares; 2026Q2: 3,390 shares 3,390 $1.02M 0.03% -760 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,828 shares; 2024Q4: 9,787 shares; 2025Q1: 7,185 shares; 2025Q2: 6,607 shares; 2025Q3: 6,607 shares; 2025Q4: 2,220 shares; 2026Q1: 6,512 shares; 2026Q2: 8,379 shares 8,379 $898K 0.03% +1,867 Timeline D DOMINION ENERGY INC More: the full row for DOMINION 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: 13,069 shares; 2025Q3: 13,078 shares; 2025Q4: 13,078 shares; 2026Q1: 13,078 shares; 2026Q2: 13,078 shares 13,078 $893K 0.03% 0 Timeline VDC 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: 2,352 shares; 2024Q4: 1,994 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,855 shares; 2025Q4: 1,614 shares; 2026Q1: 3,456 shares; 2026Q2: 3,900 shares 3,900 $879K 0.03% +444 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: 2,777 shares; 2024Q4: 2,792 shares; 2025Q1: 3,693 shares; 2025Q2: 3,034 shares; 2025Q3: 4,622 shares; 2025Q4: 3,471 shares; 2026Q1: 3,471 shares; 2026Q2: 3,450 shares 3,450 $838K 0.02% -21 Timeline IWV 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: 1,951 shares 1,951 $832K 0.02% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,053 shares; 2025Q3: 19,053 shares; 2025Q4: 19,053 shares; 2026Q1: 19,053 shares; 2026Q2: 2,408 shares 2,408 $806K 0.02% -16,645 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 693 shares; 2025Q4: 723 shares; 2026Q1: 754 shares; 2026Q2: 756 shares 756 $805K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 828 shares; 2026Q1: 828 shares; 2026Q2: 832 shares 832 $802K 0.02% +4 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 1,328 shares; 2025Q4: 1,319 shares; 2026Q1: 1,433 shares; 2026Q2: 1,420 shares 1,420 $800K 0.02% -13 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,511 shares; 2025Q3: 1,525 shares; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares; 2026Q2: 1,621 shares 1,621 $774K 0.02% +7 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,175 shares; 2025Q4: 4,148 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $771K 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,989 shares; 2025Q3: 1,989 shares; 2025Q4: 1,989 shares; 2026Q1: 2,083 shares; 2026Q2: 2,083 shares 2,083 $762K 0.02% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: 202 shares; 2025Q3: 299 shares; 2025Q4: 349 shares; 2026Q1: 364 shares; 2026Q2: 364 shares 364 $711K 0.02% 0 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: 2,484 shares; 2024Q4: 2,541 shares; 2025Q1: 2,602 shares; 2025Q2: 2,758 shares; 2025Q3: 3,583 shares; 2025Q4: 3,584 shares; 2026Q1: 3,556 shares; 2026Q2: 3,574 shares 3,574 $706K 0.02% +18 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 10,415 shares; 2025Q4: 21,985 shares; 2026Q1: 43,972 shares; 2026Q2: 65,958 shares 65,958 $683K 0.02% +21,986 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 341 shares 341 $679K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,401 shares; 2025Q4: 4,406 shares; 2026Q1: 4,410 shares; 2026Q2: 4,648 shares 4,648 $639K 0.02% +238 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,935 shares; 2025Q4: 10,162 shares; 2026Q1: 10,549 shares; 2026Q2: 11,135 shares 11,135 $634K 0.02% +586 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,339 shares; 2025Q1: 12,099 shares; 2025Q2: 12,099 shares; 2025Q3: 12,215 shares; 2025Q4: 17,881 shares; 2026Q1: 17,882 shares; 2026Q2: 17,900 shares 17,900 $623K 0.02% +18 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: 6,048 shares; 2025Q3: 6,342 shares; 2025Q4: 6,153 shares; 2026Q1: 6,339 shares; 2026Q2: 6,344 shares 6,344 $588K 0.02% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 1,332 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares; 2026Q2: 1,337 shares 1,337 $570K 0.02% +4 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,561 shares; 2024Q4: 1,716 shares; 2025Q1: 1,508 shares; 2025Q2: not reported; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares; 2026Q1: 2,276 shares; 2026Q2: 2,451 shares 2,451 $542K 0.02% +175 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 551 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 1,038 shares; 2026Q2: 1,040 shares 1,040 $540K 0.02% +2 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: 2,756 shares 2,756 $539K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,782 shares; 2025Q4: 4,032 shares; 2026Q1: 4,526 shares; 2026Q2: 4,544 shares 4,544 $515K 0.02% +18 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: 32,279 shares; 2024Q4: 27,787 shares; 2025Q1: 26,882 shares; 2025Q2: 9,160 shares; 2025Q3: 6,992 shares; 2025Q4: 6,683 shares; 2026Q1: 4,709 shares; 2026Q2: 5,588 shares 5,588 $512K 0.02% +879 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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: 1,620 shares; 2025Q4: 1,689 shares; 2026Q1: 1,820 shares; 2026Q2: 1,820 shares 1,820 $474K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,314 shares; 2025Q3: 4,314 shares; 2025Q4: 5,914 shares; 2026Q1: 6,210 shares; 2026Q2: 6,210 shares 6,210 $469K 0.01% 0 Timeline VDE 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: 2,996 shares; 2025Q1: not reported; 2025Q2: 2,378 shares; 2025Q3: 2,535 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,097 shares 3,097 $465K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,956 shares; 2025Q4: 2,910 shares; 2026Q1: 3,065 shares; 2026Q2: 3,074 shares 3,074 $451K 0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,265 shares; 2026Q2: 1,304 shares 1,304 $448K 0.01% +39 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,736 shares; 2025Q3: 2,801 shares; 2025Q4: 2,801 shares; 2026Q1: 2,895 shares; 2026Q2: 2,808 shares 2,808 $445K 0.01% -87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,892 shares; 2025Q4: 2,892 shares; 2026Q1: 2,890 shares; 2026Q2: 2,904 shares 2,904 $426K 0.01% +14 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 4,605 shares; 2025Q4: 4,605 shares; 2026Q1: 4,605 shares; 2026Q2: 4,610 shares 4,610 $425K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares; 2026Q1: 1,289 shares; 2026Q2: 1,666 shares 1,666 $423K 0.01% +377 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: not reported; 2025Q3: 550 shares; 2025Q4: 620 shares; 2026Q1: 791 shares; 2026Q2: 815 shares 815 $419K 0.01% +24 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: 1,625 shares; 2024Q4: 1,585 shares; 2025Q1: 1,583 shares; 2025Q2: 1,130 shares; 2025Q3: 1,779 shares; 2025Q4: 1,782 shares; 2026Q1: 1,785 shares; 2026Q2: 1,698 shares 1,698 $412K 0.01% -87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,108 shares; 2026Q1: 3,108 shares; 2026Q2: 3,116 shares 3,116 $400K 0.01% +8 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,252 shares; 2025Q3: 2,252 shares; 2025Q4: 2,252 shares; 2026Q1: 2,252 shares; 2026Q2: 2,271 shares 2,271 $400K 0.01% +19 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: not reported; 2024Q4: 12,482 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,257 shares; 2025Q4: 9,706 shares; 2026Q1: 9,708 shares; 2026Q2: 13,360 shares 13,360 $393K 0.01% +3,652 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448 shares; 2025Q4: 515 shares; 2026Q1: 616 shares; 2026Q2: 619 shares 619 $393K 0.01% +3 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,209 shares; 2025Q4: 3,215 shares; 2026Q1: 3,219 shares; 2026Q2: 3,213 shares 3,213 $378K 0.01% -6 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 768 shares; 2026Q1: 1,245 shares; 2026Q2: 928 shares 928 $366K 0.01% -317 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,060 shares 1,060 $365K 0.01% new Timeline VAW 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: 1,599 shares; 2025Q1: not reported; 2025Q2: 1,444 shares; 2025Q3: 1,578 shares; 2025Q4: 1,120 shares; 2026Q1: 1,524 shares; 2026Q2: 1,529 shares 1,529 $350K 0.01% +5 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,221 shares; 2024Q4: 2,547 shares; 2025Q1: 3,229 shares; 2025Q2: 1,903 shares; 2025Q3: 1,946 shares; 2025Q4: 1,946 shares; 2026Q1: 1,946 shares; 2026Q2: 2,031 shares 2,031 $334K 0.01% +85 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,128 shares; 2025Q3: 2,573 shares; 2025Q4: 2,576 shares; 2026Q1: 2,579 shares; 2026Q2: 2,593 shares 2,593 $328K 0.01% +14 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: not reported; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: 838 shares; 2026Q1: 839 shares; 2026Q2: 870 shares 870 $320K 0.01% +31 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS 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: 530 shares; 2025Q4: 531 shares; 2026Q1: 636 shares; 2026Q2: 638 shares 638 $317K 0.01% +2 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: 441 shares; 2025Q4: 490 shares; 2026Q1: 427 shares; 2026Q2: 424 shares 424 $312K 0.01% -3 Timeline XLP 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: 5,784 shares; 2025Q3: not reported; 2025Q4: 3,698 shares; 2026Q1: 3,758 shares; 2026Q2: 3,755 shares 3,755 $312K 0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,937 shares; 2026Q2: 3,765 shares 3,765 $306K 0.01% +828 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,896 shares; 2026Q2: 1,979 shares 1,979 $305K 0.01% +83 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 599 shares; 2026Q1: 599 shares; 2026Q2: 599 shares 599 $305K 0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,754 shares; 2025Q4: 2,933 shares; 2026Q1: 3,418 shares; 2026Q2: 3,441 shares 3,441 $302K 0.01% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares; 2025Q4: 1,304 shares; 2026Q1: 1,305 shares; 2026Q2: 1,310 shares 1,310 $289K 0.01% +5 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 396 shares 396 $286K 0.01% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,354 shares; 2026Q2: 1,692 shares 1,692 $280K 0.01% +338 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 501 shares; 2026Q2: 552 shares 552 $277K 0.01% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,025 shares; 2026Q2: 4,025 shares 4,025 $275K 0.01% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,201 shares 6,201 $275K 0.01% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares; 2026Q1: 1,501 shares; 2026Q2: 1,510 shares 1,510 $273K 0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,008 shares; 2026Q2: 8,382 shares 8,382 $266K 0.01% +374 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,710 shares; 2025Q2: 4,707 shares; 2025Q3: 3,255 shares; 2025Q4: 3,255 shares; 2026Q1: 3,255 shares; 2026Q2: 3,255 shares 3,255 $257K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S 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: 5,330 shares; 2025Q4: 5,330 shares; 2026Q1: not reported; 2026Q2: 5,330 shares 5,330 $253K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY 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: 2,246 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,258 shares 2,258 $252K 0.01% new Timeline SPYV 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: 4,674 shares; 2025Q4: 4,710 shares; 2026Q1: 4,710 shares; 2026Q2: 4,086 shares 4,086 $248K 0.01% -624 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY 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: 637 shares; 2025Q4: 637 shares; 2026Q1: not reported; 2026Q2: 638 shares 638 $247K 0.01% new Timeline IJJ 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: 1,635 shares; 2025Q4: 1,645 shares; 2026Q1: 1,651 shares; 2026Q2: 1,636 shares 1,636 $242K 0.01% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares; 2026Q2: 887 shares 887 $240K 0.01% +2 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 16,760 shares; 2025Q4: 16,760 shares; 2026Q1: 16,760 shares; 2026Q2: 16,781 shares 16,781 $232K 0.01% +21 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: 1,887 shares 1,887 $222K 0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS 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: 603 shares 603 $219K 0.01% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,841 shares; 2025Q3: 1,783 shares; 2025Q4: 9,763 shares; 2026Q1: 3,823 shares; 2026Q2: 3,047 shares 3,047 $218K 0.01% -776 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,413 shares; 2026Q2: 1,424 shares 1,424 $216K 0.01% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,103 shares; 2025Q4: 2,567 shares; 2026Q1: 2,484 shares; 2026Q2: 2,241 shares 2,241 $216K 0.01% -243 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,164 shares 1,164 $208K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,722 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,479 shares; 2026Q2: 6,484 shares 6,484 $207K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,763 shares 1,763 $207K 0.01% new Timeline XLB 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: 2,608 shares; 2024Q4: 2,616 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,059 shares 4,059 $206K 0.01% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,687 shares; 2025Q4: 4,687 shares; 2026Q1: 4,687 shares; 2026Q2: 4,687 shares 4,687 $205K 0.01% 0 Timeline