IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,215 shares; 2024Q4: 367,564 shares; 2025Q1: 373,809 shares; 2025Q2: 377,513 shares; 2025Q3: 378,086 shares; 2025Q4: 373,924 shares; 2026Q1: 372,247 shares; 2026Q2: 368,443 shares 368,443 $50.7M 15.43% -3,804 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: 150,299 shares; 2024Q4: 156,214 shares; 2025Q1: 162,167 shares; 2025Q2: 167,380 shares; 2025Q3: 170,493 shares; 2025Q4: 172,375 shares; 2026Q1: 171,699 shares; 2026Q2: 173,558 shares 173,558 $39.4M 12% +1,859 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: 219,882 shares; 2024Q4: 233,834 shares; 2025Q1: 247,413 shares; 2025Q2: 257,837 shares; 2025Q3: 263,748 shares; 2025Q4: 274,453 shares; 2026Q1: 278,148 shares; 2026Q2: 289,422 shares 289,422 $28M 8.51% +11,274 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: 126,981 shares; 2024Q4: 131,907 shares; 2025Q1: 136,271 shares; 2025Q2: 141,815 shares; 2025Q3: 145,022 shares; 2025Q4: 148,452 shares; 2026Q1: 148,244 shares; 2026Q2: 146,567 shares 146,567 $21.7M 6.62% -1,677 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,718 shares; 2024Q4: 193,711 shares; 2025Q1: 200,130 shares; 2025Q2: 208,174 shares; 2025Q3: 215,026 shares; 2025Q4: 222,211 shares; 2026Q1: 223,490 shares; 2026Q2: 224,214 shares 224,214 $17.3M 5.26% +724 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,321 shares; 2024Q4: 216,243 shares; 2025Q1: 215,216 shares; 2025Q2: 213,243 shares; 2025Q3: 217,133 shares; 2025Q4: 225,073 shares; 2026Q1: 227,860 shares; 2026Q2: 228,437 shares 228,437 $11.6M 3.52% +577 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: 44,095 shares; 2024Q4: 39,568 shares; 2025Q1: 39,305 shares; 2025Q2: 38,385 shares; 2025Q3: 38,362 shares; 2025Q4: 37,685 shares; 2026Q1: 37,673 shares; 2026Q2: 37,570 shares 37,570 $10.9M 3.31% -103 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: 74,171 shares; 2024Q4: 80,951 shares; 2025Q1: 86,757 shares; 2025Q2: 90,109 shares; 2025Q3: 92,507 shares; 2025Q4: 96,792 shares; 2026Q1: 98,603 shares; 2026Q2: 102,790 shares 102,790 $8.52M 2.59% +4,187 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: 111,762 shares; 2024Q4: 112,870 shares; 2025Q1: 114,193 shares; 2025Q2: 114,460 shares; 2025Q3: 117,206 shares; 2025Q4: 117,502 shares; 2026Q1: 116,872 shares; 2026Q2: 116,358 shares 116,358 $8.29M 2.52% -514 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: 1,547 shares; 2024Q4: 14,811 shares; 2025Q1: 14,811 shares; 2025Q2: 14,818 shares; 2025Q3: 14,818 shares; 2025Q4: 17,818 shares; 2026Q1: 17,818 shares; 2026Q2: 18,040 shares 18,040 $7.82M 2.38% +222 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,065 shares; 2024Q4: 72,679 shares; 2025Q1: 78,069 shares; 2025Q2: 81,047 shares; 2025Q3: 82,672 shares; 2025Q4: 87,446 shares; 2026Q1: 89,379 shares; 2026Q2: 93,904 shares 93,904 $7.73M 2.35% +4,525 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,332 shares; 2024Q4: 67,332 shares; 2025Q1: 57,701 shares; 2025Q2: 57,701 shares; 2025Q3: 57,575 shares; 2025Q4: 57,499 shares; 2026Q1: 57,499 shares; 2026Q2: 52,499 shares 52,499 $7.51M 2.29% -5,000 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,646 shares; 2024Q4: 9,693 shares; 2025Q1: 11,402 shares; 2025Q2: 10,904 shares; 2025Q3: 10,766 shares; 2025Q4: 11,518 shares; 2026Q1: 12,406 shares; 2026Q2: 75,745 shares 75,745 $6.26M 1.91% +63,339 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: 23,272 shares; 2024Q4: 18,833 shares; 2025Q1: 18,689 shares; 2025Q2: 18,404 shares; 2025Q3: 18,293 shares; 2025Q4: 17,693 shares; 2026Q1: 15,780 shares; 2026Q2: 15,836 shares 15,836 $5.91M 1.8% +56 Timeline MGK 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: 10,781 shares; 2024Q4: 10,754 shares; 2025Q1: 10,584 shares; 2025Q2: 10,511 shares; 2025Q3: 10,506 shares; 2025Q4: 10,586 shares; 2026Q1: 10,575 shares; 2026Q2: 52,836 shares 52,836 $4.64M 1.41% +42,261 Timeline MGV 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: 27,944 shares; 2024Q4: 27,967 shares; 2025Q1: 27,970 shares; 2025Q2: 27,979 shares; 2025Q3: 28,948 shares; 2025Q4: 29,028 shares; 2026Q1: 27,956 shares; 2026Q2: 28,231 shares 28,231 $4.61M 1.4% +275 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,049 shares; 2024Q4: 36,246 shares; 2025Q1: 67,307 shares; 2025Q2: 42,157 shares; 2025Q3: 43,257 shares; 2025Q4: 46,129 shares; 2026Q1: 50,879 shares; 2026Q2: 45,441 shares 45,441 $4.04M 1.23% -5,438 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: 3,871 shares; 2024Q4: 4,790 shares; 2025Q1: 4,864 shares; 2025Q2: 5,443 shares; 2025Q3: 5,440 shares; 2025Q4: 5,425 shares; 2026Q1: 5,256 shares; 2026Q2: 5,217 shares 5,217 $3.91M 1.19% -39 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: 9,760 shares; 2024Q4: 10,428 shares; 2025Q1: 10,491 shares; 2025Q2: 10,946 shares; 2025Q3: 10,983 shares; 2025Q4: 11,111 shares; 2026Q1: 10,960 shares; 2026Q2: 43,848 shares 43,848 $3.53M 1.08% +32,888 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: 22,412 shares; 2024Q4: 15,941 shares; 2025Q1: 15,915 shares; 2025Q2: 15,748 shares; 2025Q3: 15,695 shares; 2025Q4: 15,312 shares; 2026Q1: 15,161 shares; 2026Q2: 14,667 shares 14,667 $3.5M 1.06% -494 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: 28,712 shares; 2024Q4: 30,750 shares; 2025Q1: 33,840 shares; 2025Q2: 35,605 shares; 2025Q3: 36,260 shares; 2025Q4: 36,137 shares; 2026Q1: 36,025 shares; 2026Q2: 35,621 shares 35,621 $3.43M 1.05% -404 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,524 shares; 2024Q4: 11,753 shares; 2025Q1: 12,941 shares; 2025Q2: 13,915 shares; 2025Q3: 14,173 shares; 2025Q4: 15,554 shares; 2026Q1: 15,653 shares; 2026Q2: 15,581 shares 15,581 $3.42M 1.04% -72 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: 9,681 shares; 2024Q4: 9,747 shares; 2025Q1: 10,063 shares; 2025Q2: 10,272 shares; 2025Q3: 10,673 shares; 2025Q4: 10,749 shares; 2026Q1: 10,789 shares; 2026Q2: 10,766 shares 10,766 $3.26M 0.99% -23 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: 1,000 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,001 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 911 shares; 2026Q2: 9,110 shares 9,110 $2.75M 0.84% +8,199 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: 19,305 shares; 2024Q4: 12,303 shares; 2025Q1: 12,485 shares; 2025Q2: 13,843 shares; 2025Q3: 14,185 shares; 2025Q4: 17,066 shares; 2026Q1: 17,043 shares; 2026Q2: 13,593 shares 13,593 $2.72M 0.83% -3,450 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: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares; 2026Q2: 7,300 shares 7,300 $2.69M 0.82% 0 Timeline JMST 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: 54,177 shares; 2024Q4: 54,659 shares; 2025Q1: 53,819 shares; 2025Q2: 45,879 shares; 2025Q3: 46,959 shares; 2025Q4: 43,899 shares; 2026Q1: 43,908 shares; 2026Q2: 48,821 shares 48,821 $2.49M 0.76% +4,913 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: 7,662 shares; 2024Q4: 5,335 shares; 2025Q1: 5,407 shares; 2025Q2: 5,436 shares; 2025Q3: 5,436 shares; 2025Q4: 2,319 shares; 2026Q1: 2,321 shares; 2026Q2: 2,322 shares 2,322 $2.17M 0.66% +1 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897 shares; 2024Q4: 3,253 shares; 2025Q1: 3,673 shares; 2025Q2: 3,934 shares; 2025Q3: 3,734 shares; 2025Q4: 2,714 shares; 2026Q1: 2,877 shares; 2026Q2: 2,617 shares 2,617 $1.93M 0.59% -260 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: 3,851 shares; 2024Q4: 3,658 shares; 2025Q1: 3,633 shares; 2025Q2: 3,633 shares; 2025Q3: 3,633 shares; 2025Q4: 3,633 shares; 2026Q1: 3,633 shares; 2026Q2: 14,534 shares 14,534 $1.8M 0.55% +10,901 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 7,240 shares; 2026Q1: 7,240 shares; 2026Q2: 7,240 shares 7,240 $1.73M 0.53% 0 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: 24,115 shares; 2024Q4: 25,391 shares; 2025Q1: 26,375 shares; 2025Q2: 26,405 shares; 2025Q3: 26,920 shares; 2025Q4: 27,207 shares; 2026Q1: 27,557 shares; 2026Q2: 27,386 shares 27,386 $1.63M 0.5% -171 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,099 shares; 2024Q4: 5,059 shares; 2025Q1: 5,059 shares; 2025Q2: 5,060 shares; 2025Q3: 5,019 shares; 2025Q4: 4,740 shares; 2026Q1: 4,739 shares; 2026Q2: 4,720 shares 4,720 $1.6M 0.49% -19 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: 4,262 shares; 2024Q4: 4,669 shares; 2025Q1: 4,794 shares; 2025Q2: 4,663 shares; 2025Q3: 4,567 shares; 2025Q4: 4,562 shares; 2026Q1: 4,562 shares; 2026Q2: 4,317 shares 4,317 $1.53M 0.46% -245 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: 859 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,838 shares; 2025Q3: 2,838 shares; 2025Q4: 2,802 shares; 2026Q1: 2,802 shares; 2026Q2: 16,812 shares 16,812 $1.45M 0.44% +14,010 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: 5,818 shares; 2024Q4: 5,818 shares; 2025Q1: 5,819 shares; 2025Q2: 5,819 shares; 2025Q3: 5,820 shares; 2025Q4: 5,821 shares; 2026Q1: 5,821 shares; 2026Q2: 5,821 shares 5,821 $1.41M 0.43% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,893 shares; 2024Q4: 12,013 shares; 2025Q1: 11,713 shares; 2025Q2: 12,013 shares; 2025Q3: 12,030 shares; 2025Q4: 11,830 shares; 2026Q1: 10,748 shares; 2026Q2: 10,097 shares 10,097 $1.41M 0.43% -651 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,012 shares; 2024Q4: 18,012 shares; 2025Q1: 18,012 shares; 2025Q2: 18,012 shares; 2025Q3: 18,012 shares; 2025Q4: 18,012 shares; 2026Q1: 18,012 shares; 2026Q2: 18,012 shares 18,012 $1.37M 0.42% 0 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: 17,020 shares; 2024Q4: 17,020 shares; 2025Q1: 17,020 shares; 2025Q2: 21,020 shares; 2025Q3: 22,020 shares; 2025Q4: 23,820 shares; 2026Q1: 24,820 shares; 2026Q2: 24,820 shares 24,820 $1.26M 0.38% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,182 shares; 2024Q4: 2,197 shares; 2025Q1: 2,091 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,109 shares; 2026Q1: 2,113 shares; 2026Q2: 2,094 shares 2,094 $1.18M 0.36% -19 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,816 shares; 2024Q4: 3,374 shares; 2025Q1: 3,374 shares; 2025Q2: 3,861 shares; 2025Q3: 3,813 shares; 2025Q4: 2,350 shares; 2026Q1: 2,366 shares; 2026Q2: 2,302 shares 2,302 $1.15M 0.35% -64 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: 6,375 shares; 2024Q4: 6,428 shares; 2025Q1: 6,631 shares; 2025Q2: 6,736 shares; 2025Q3: 6,934 shares; 2025Q4: 6,964 shares; 2026Q1: 7,091 shares; 2026Q2: 7,074 shares 7,074 $1.09M 0.33% -17 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: 7,616 shares; 2024Q4: 6,020 shares; 2025Q1: 6,005 shares; 2025Q2: 6,007 shares; 2025Q3: 6,007 shares; 2025Q4: 2,997 shares; 2026Q1: 2,937 shares; 2026Q2: 2,937 shares 2,937 $1.06M 0.32% 0 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: 9,048 shares; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,451 shares; 2026Q1: 1,451 shares; 2026Q2: 1,451 shares 1,451 $1.05M 0.32% 0 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: 23,223 shares; 2024Q4: 23,982 shares; 2025Q1: 23,551 shares; 2025Q2: 23,131 shares; 2025Q3: 23,091 shares; 2025Q4: 23,091 shares; 2026Q1: 20,791 shares; 2026Q2: 18,680 shares 18,680 $1.01M 0.31% -2,111 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: 15,579 shares; 2024Q4: 9,349 shares; 2025Q1: 9,372 shares; 2025Q2: 8,847 shares; 2025Q3: 8,865 shares; 2025Q4: 8,882 shares; 2026Q1: 7,688 shares; 2026Q2: 7,507 shares 7,507 $882K 0.27% -181 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 17,500 shares; 2026Q2: 17,500 shares 17,500 $843K 0.26% 0 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: 823 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 825 shares; 2025Q3: 805 shares; 2025Q4: 765 shares; 2026Q1: 755 shares; 2026Q2: 785 shares 785 $836K 0.25% +30 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 13,600 shares; 2026Q2: 20,830 shares 20,830 $817K 0.25% +7,230 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,708 shares; 2024Q4: 4,804 shares; 2025Q1: 5,264 shares; 2025Q2: 5,652 shares; 2025Q3: 6,256 shares; 2025Q4: 6,980 shares; 2026Q1: 7,778 shares; 2026Q2: 7,656 shares 7,656 $783K 0.24% -122 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: 1,605 shares; 2025Q1: 921 shares; 2025Q2: 835 shares; 2025Q3: 797 shares; 2025Q4: 695 shares; 2026Q1: 676 shares; 2026Q2: 648 shares 648 $777K 0.24% -28 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,997 shares; 2024Q4: 13,169 shares; 2025Q1: 12,877 shares; 2025Q2: 12,913 shares; 2025Q3: 12,973 shares; 2025Q4: 13,596 shares; 2026Q1: 13,627 shares; 2026Q2: 13,747 shares 13,747 $692K 0.21% +120 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: 1,520 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 2,780 shares; 2025Q4: 2,980 shares; 2026Q1: 2,980 shares; 2026Q2: 2,860 shares 2,860 $623K 0.19% -120 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: 5,249 shares; 2024Q4: 5,249 shares; 2025Q1: 5,296 shares; 2025Q2: 5,309 shares; 2025Q3: 5,309 shares; 2025Q4: 5,309 shares; 2026Q1: 5,309 shares; 2026Q2: 5,309 shares 5,309 $586K 0.18% 0 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,400 shares; 2024Q4: 24,400 shares; 2025Q1: 24,400 shares; 2025Q2: 24,400 shares; 2025Q3: 24,400 shares; 2025Q4: 24,400 shares; 2026Q1: 24,400 shares; 2026Q2: 24,400 shares 24,400 $555K 0.17% 0 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: 5,897 shares; 2024Q4: 3,650 shares; 2025Q1: 3,838 shares; 2025Q2: 3,853 shares; 2025Q3: 3,992 shares; 2025Q4: 3,992 shares; 2026Q1: 3,992 shares; 2026Q2: 3,992 shares 3,992 $546K 0.17% 0 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: 2,017 shares; 2024Q4: 2,013 shares; 2025Q1: 2,015 shares; 2025Q2: 2,027 shares; 2025Q3: 1,964 shares; 2025Q4: 1,719 shares; 2026Q1: 1,671 shares; 2026Q2: 1,656 shares 1,656 $542K 0.16% -15 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: 1,587 shares; 2024Q4: 1,679 shares; 2025Q1: 1,784 shares; 2025Q2: 1,635 shares; 2025Q3: 1,783 shares; 2025Q4: 1,743 shares; 2026Q1: 1,257 shares; 2026Q2: 1,425 shares 1,425 $527K 0.16% +168 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: 6,204 shares; 2024Q4: 3,943 shares; 2025Q1: 3,863 shares; 2025Q2: 3,867 shares; 2025Q3: 3,796 shares; 2025Q4: 3,862 shares; 2026Q1: 3,161 shares; 2026Q2: 3,163 shares 3,163 $524K 0.16% +2 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: 1,758 shares; 2024Q4: 1,758 shares; 2025Q1: 1,758 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares; 2026Q1: 1,735 shares; 2026Q2: 1,735 shares 1,735 $521K 0.16% 0 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: 1,562 shares; 2024Q4: 1,442 shares; 2025Q1: 1,954 shares; 2025Q2: 1,635 shares; 2025Q3: 1,584 shares; 2025Q4: 1,485 shares; 2026Q1: 1,477 shares; 2026Q2: 1,204 shares 1,204 $506K 0.15% -273 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,808 shares; 2025Q1: 6,530 shares; 2025Q2: 7,495 shares; 2025Q3: 7,660 shares; 2025Q4: 7,190 shares; 2026Q1: 9,877 shares; 2026Q2: 14,734 shares 14,734 $490K 0.15% +4,857 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD 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: 16,545 shares 16,545 $473K 0.14% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 4,329 shares; 2025Q4: 4,829 shares; 2026Q1: 4,829 shares; 2026Q2: 4,601 shares 4,601 $468K 0.14% -228 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: 6,618 shares; 2024Q4: 1,708 shares; 2025Q1: 1,708 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,710 shares; 2026Q1: 1,710 shares; 2026Q2: 1,710 shares 1,710 $465K 0.14% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,946 shares; 2024Q4: 2,056 shares; 2025Q1: 2,033 shares; 2025Q2: 2,043 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares; 2026Q1: 1,910 shares; 2026Q2: 1,846 shares 1,846 $465K 0.14% -64 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,700 shares; 2024Q4: 17,700 shares; 2025Q1: 17,700 shares; 2025Q2: 17,700 shares; 2025Q3: 17,700 shares; 2025Q4: 17,700 shares; 2026Q1: 17,700 shares; 2026Q2: 17,700 shares 17,700 $446K 0.14% 0 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: 12,505 shares; 2024Q4: 12,590 shares; 2025Q1: 12,641 shares; 2025Q2: 12,764 shares; 2025Q3: 12,753 shares; 2025Q4: 10,153 shares; 2026Q1: 10,436 shares; 2026Q2: 10,454 shares 10,454 $443K 0.13% +18 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: 5,332 shares; 2024Q4: 3,335 shares; 2025Q1: 3,304 shares; 2025Q2: 3,310 shares; 2025Q3: 3,226 shares; 2025Q4: 1,665 shares; 2026Q1: 1,665 shares; 2026Q2: 1,667 shares 1,667 $423K 0.13% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,468 shares; 2026Q1: 3,977 shares; 2026Q2: 4,113 shares 4,113 $414K 0.13% +136 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,045 shares; 2026Q1: 1,020 shares; 2026Q2: 1,005 shares 1,005 $412K 0.13% -15 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: 310 shares; 2025Q3: 646 shares; 2025Q4: 582 shares; 2026Q1: 354 shares; 2026Q2: 3,375 shares 3,375 $403K 0.12% +3,021 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: 1,180 shares; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: 1,164 shares; 2026Q2: 1,164 shares 1,164 $394K 0.12% 0 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: 3,825 shares; 2024Q4: 3,747 shares; 2025Q1: 3,696 shares; 2025Q2: 3,156 shares; 2025Q3: 3,107 shares; 2025Q4: 2,553 shares; 2026Q1: 2,416 shares; 2026Q2: 2,374 shares 2,374 $390K 0.12% -42 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: 11,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares; 2026Q2: 1,084 shares 1,084 $387K 0.12% 0 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: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,020 shares; 2025Q4: 1,003 shares; 2026Q1: 1,087 shares; 2026Q2: 1,036 shares 1,036 $387K 0.12% -51 Timeline JBND 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: 7,071 shares 7,071 $378K 0.12% new 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: 3,308 shares; 2024Q4: 1,410 shares; 2025Q1: 1,190 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,199 shares; 2026Q1: 1,239 shares; 2026Q2: 1,305 shares 1,305 $367K 0.11% +66 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,667 shares; 2024Q4: 17,701 shares; 2025Q1: 17,528 shares; 2025Q2: 17,492 shares; 2025Q3: 17,724 shares; 2025Q4: 16,972 shares; 2026Q1: 17,352 shares; 2026Q2: 17,337 shares 17,337 $359K 0.11% -15 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: 3,625 shares; 2024Q4: 1,129 shares; 2025Q1: 1,110 shares; 2025Q2: 1,116 shares; 2025Q3: 1,113 shares; 2025Q4: 1,100 shares; 2026Q1: 1,070 shares; 2026Q2: 1,035 shares 1,035 $355K 0.11% -35 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,346 shares; 2024Q4: 4,468 shares; 2025Q1: 4,995 shares; 2025Q2: 4,998 shares; 2025Q3: 5,045 shares; 2025Q4: 3,615 shares; 2026Q1: 1,615 shares; 2026Q2: 1,615 shares 1,615 $350K 0.11% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,326 shares; 2026Q2: 1,326 shares 1,326 $339K 0.1% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,328 shares; 2024Q4: 5,328 shares; 2025Q1: 5,328 shares; 2025Q2: 5,342 shares; 2025Q3: 5,342 shares; 2025Q4: 5,342 shares; 2026Q1: 5,242 shares; 2026Q2: 5,242 shares 5,242 $330K 0.1% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,610 shares; 2024Q4: 3,490 shares; 2025Q1: not reported; 2025Q2: 3,502 shares; 2025Q3: 3,502 shares; 2025Q4: 3,502 shares; 2026Q1: 3,502 shares; 2026Q2: 3,502 shares 3,502 $319K 0.1% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 7,941 shares; 2026Q1: 7,191 shares; 2026Q2: 6,860 shares 6,860 $314K 0.1% -331 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267 shares; 2026Q2: 260 shares 260 $306K 0.09% -7 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares; 2026Q1: 2,007 shares; 2026Q2: 2,004 shares 2,004 $304K 0.09% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 472 shares; 2025Q4: 475 shares; 2026Q1: not reported; 2026Q2: 439 shares 439 $301K 0.09% new 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: 4,686 shares; 2024Q4: 5,148 shares; 2025Q1: 5,023 shares; 2025Q2: 5,036 shares; 2025Q3: 5,036 shares; 2025Q4: 5,036 shares; 2026Q1: 4,809 shares; 2026Q2: 4,809 shares 4,809 $290K 0.09% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,846 shares; 2024Q4: 7,871 shares; 2025Q1: 7,872 shares; 2025Q2: 7,575 shares; 2025Q3: 7,576 shares; 2025Q4: 7,802 shares; 2026Q1: 7,381 shares; 2026Q2: 7,056 shares 7,056 $290K 0.09% -325 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: 7,822 shares; 2024Q4: 7,822 shares; 2025Q1: 7,822 shares; 2025Q2: 7,822 shares; 2025Q3: 7,822 shares; 2025Q4: 7,822 shares; 2026Q1: 7,822 shares; 2026Q2: 7,822 shares 7,822 $288K 0.09% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 953 shares 953 $284K 0.09% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238 shares 238 $275K 0.08% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 575 shares 575 $275K 0.08% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,456 shares; 2024Q4: 1,493 shares; 2025Q1: 1,482 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 403 shares; 2026Q1: 409 shares; 2026Q2: 365 shares 365 $273K 0.08% -44 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: 1,744 shares; 2025Q1: 1,711 shares; 2025Q2: 1,715 shares; 2025Q3: 1,711 shares; 2025Q4: 1,815 shares; 2026Q1: 1,714 shares; 2026Q2: 1,711 shares 1,711 $268K 0.08% -3 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: 1,259 shares 1,259 $263K 0.08% new 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: 2,725 shares; 2024Q4: 3,584 shares; 2025Q1: 3,085 shares; 2025Q2: 3,081 shares; 2025Q3: 3,081 shares; 2025Q4: 3,081 shares; 2026Q1: 2,632 shares; 2026Q2: 2,632 shares 2,632 $253K 0.08% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,026 shares; 2024Q4: 1,850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,850 shares; 2026Q2: 1,850 shares 1,850 $242K 0.07% 0 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,694 shares; 2024Q4: 26,894 shares; 2025Q1: 26,894 shares; 2025Q2: 29,194 shares; 2025Q3: 29,194 shares; 2025Q4: 19,900 shares; 2026Q1: 19,900 shares; 2026Q2: 19,900 shares 19,900 $237K 0.07% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018 shares; 2025Q4: 1,098 shares; 2026Q1: not reported; 2026Q2: 960 shares 960 $233K 0.07% new Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 5,816 shares; 2025Q4: 5,816 shares; 2026Q1: 5,771 shares; 2026Q2: 5,551 shares 5,551 $224K 0.07% -220 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: 15,216 shares; 2024Q4: 5,164 shares; 2025Q1: 4,841 shares; 2025Q2: 4,827 shares; 2025Q3: 4,828 shares; 2025Q4: 4,094 shares; 2026Q1: not reported; 2026Q2: 3,847 shares 3,847 $219K 0.07% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 345 shares 345 $219K 0.07% new Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL 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: 5,562 shares; 2026Q2: 5,562 shares 5,562 $217K 0.07% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 413 shares 413 $216K 0.07% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG 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: 6,625 shares 6,625 $212K 0.06% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,621 shares; 2024Q4: 3,009 shares; 2025Q1: 2,899 shares; 2025Q2: 3,407 shares; 2025Q3: 3,243 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,013 shares 2,013 $206K 0.06% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 10,806 shares 10,806 $108K 0.03% new Timeline