SPYG 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: 415,636 shares; 2024Q4: 413,740 shares; 2025Q1: 406,903 shares; 2025Q2: 395,169 shares; 2025Q3: 401,200 shares; 2025Q4: 380,325 shares; 2026Q1: 373,172 shares; 2026Q2: 373,603 shares 373,603 $44.5M 7.36% +431 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: 522,253 shares; 2024Q4: 541,565 shares; 2025Q1: 557,208 shares; 2025Q2: 579,699 shares; 2025Q3: 644,527 shares; 2025Q4: 676,263 shares; 2026Q1: 698,504 shares; 2026Q2: 712,567 shares 712,567 $43.3M 7.17% +14,063 Timeline SPDW 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: 649,180 shares; 2024Q4: 681,113 shares; 2025Q1: 709,841 shares; 2025Q2: 667,882 shares; 2025Q3: 678,050 shares; 2025Q4: 684,153 shares; 2026Q1: 655,788 shares; 2026Q2: 652,818 shares 652,818 $32.9M 5.44% -2,970 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: 145,040 shares; 2024Q4: 157,652 shares; 2025Q1: 166,131 shares; 2025Q2: 167,052 shares; 2025Q3: 175,090 shares; 2025Q4: 197,956 shares; 2026Q1: 209,449 shares; 2026Q2: 216,224 shares 216,224 $20.9M 3.46% +6,775 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,859 shares; 2024Q4: 301,649 shares; 2025Q1: 307,566 shares; 2025Q2: 281,572 shares; 2025Q3: 301,014 shares; 2025Q4: 315,306 shares; 2026Q1: 334,129 shares; 2026Q2: 349,663 shares 349,663 $17.7M 2.93% +15,534 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,320 shares; 2024Q4: 183,985 shares; 2025Q1: 182,679 shares; 2025Q2: 172,901 shares; 2025Q3: 163,467 shares; 2025Q4: 167,024 shares; 2026Q1: 172,723 shares; 2026Q2: 171,570 shares 171,570 $16.6M 2.74% -1,153 Timeline MDYV 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: 214,987 shares; 2024Q4: 211,860 shares; 2025Q1: 210,160 shares; 2025Q2: 196,840 shares; 2025Q3: 187,625 shares; 2025Q4: 175,750 shares; 2026Q1: 169,432 shares; 2026Q2: 171,098 shares 171,098 $16.2M 2.69% +1,666 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: 392,585 shares; 2024Q4: 393,732 shares; 2025Q1: 363,775 shares; 2025Q2: 315,237 shares; 2025Q3: 273,314 shares; 2025Q4: 270,813 shares; 2026Q1: 266,079 shares; 2026Q2: 269,872 shares 269,872 $14M 2.31% +3,793 Timeline JTEK 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: 73,977 shares; 2026Q1: 118,987 shares; 2026Q2: 120,322 shares 120,322 $13.4M 2.22% +1,335 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,194 shares; 2024Q4: 419,387 shares; 2025Q1: 423,431 shares; 2025Q2: 348,583 shares; 2025Q3: 398,195 shares; 2025Q4: 438,407 shares; 2026Q1: 465,809 shares; 2026Q2: 500,101 shares 500,101 $13.3M 2.19% +34,292 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,608 shares; 2024Q4: 62,787 shares; 2025Q1: 58,610 shares; 2025Q2: 57,349 shares; 2025Q3: 56,550 shares; 2025Q4: 56,958 shares; 2026Q1: 56,975 shares; 2026Q2: 56,629 shares 56,629 $12.4M 2.06% -346 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427,448 shares; 2024Q4: 420,130 shares; 2025Q1: 413,016 shares; 2025Q2: 412,357 shares; 2025Q3: 409,148 shares; 2025Q4: 421,282 shares; 2026Q1: 433,236 shares; 2026Q2: 439,376 shares 439,376 $12.1M 2.01% +6,140 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,235 shares; 2024Q4: 63,727 shares; 2025Q1: 75,067 shares; 2025Q2: 89,268 shares; 2025Q3: 117,486 shares; 2025Q4: 131,506 shares; 2026Q1: 132,924 shares; 2026Q2: 135,558 shares 135,558 $12.1M 2% +2,634 Timeline DFCF 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: 216,858 shares; 2024Q4: 222,697 shares; 2025Q1: 235,735 shares; 2025Q2: 199,292 shares; 2025Q3: 234,263 shares; 2025Q4: 249,044 shares; 2026Q1: 263,326 shares; 2026Q2: 282,203 shares 282,203 $11.9M 1.97% +18,877 Timeline DFAX 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: 382,507 shares; 2024Q4: 383,740 shares; 2025Q1: 346,094 shares; 2025Q2: 330,741 shares; 2025Q3: 322,197 shares; 2025Q4: 324,812 shares; 2026Q1: 317,053 shares; 2026Q2: 318,909 shares 318,909 $11.7M 1.94% +1,856 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: 22,675 shares; 2024Q4: 22,559 shares; 2025Q1: 22,513 shares; 2025Q2: 22,438 shares; 2025Q3: 22,488 shares; 2025Q4: 22,224 shares; 2026Q1: 22,169 shares; 2026Q2: 132,586 shares 132,586 $11.4M 1.89% +110,417 Timeline MDYG 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: 107,865 shares; 2024Q4: 107,595 shares; 2025Q1: 105,891 shares; 2025Q2: 96,785 shares; 2025Q3: 91,691 shares; 2025Q4: 92,965 shares; 2026Q1: 91,056 shares; 2026Q2: 91,445 shares 91,445 $10.3M 1.7% +389 Timeline SPAB 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: 212,237 shares; 2024Q4: 228,878 shares; 2025Q1: 239,491 shares; 2025Q2: 244,099 shares; 2025Q3: 318,924 shares; 2025Q4: 352,597 shares; 2026Q1: 358,395 shares; 2026Q2: 397,513 shares 397,513 $10.1M 1.68% +39,118 Timeline SPIP 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: 218,791 shares; 2024Q4: 230,742 shares; 2025Q1: 235,098 shares; 2025Q2: 261,195 shares; 2025Q3: 310,399 shares; 2025Q4: 345,832 shares; 2026Q1: 346,671 shares; 2026Q2: 371,944 shares 371,944 $9.55M 1.58% +25,273 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: 66,817 shares; 2024Q4: 65,216 shares; 2025Q1: 67,123 shares; 2025Q2: 70,534 shares; 2025Q3: 95,785 shares; 2025Q4: 97,067 shares; 2026Q1: 102,287 shares; 2026Q2: 108,169 shares 108,169 $9.51M 1.57% +5,882 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,066 shares; 2024Q4: 57,132 shares; 2025Q1: 54,269 shares; 2025Q2: 55,526 shares; 2025Q3: 58,313 shares; 2025Q4: 64,111 shares; 2026Q1: 65,572 shares; 2026Q2: 71,005 shares 71,005 $9.45M 1.56% +5,433 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,199 shares; 2024Q4: 283,906 shares; 2025Q1: 267,603 shares; 2025Q2: 264,060 shares; 2025Q3: 258,752 shares; 2025Q4: 167,428 shares; 2026Q1: 142,431 shares; 2026Q2: 133,689 shares 133,689 $9.16M 1.52% -8,742 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,723 shares; 2024Q4: 186,187 shares; 2025Q1: 170,919 shares; 2025Q2: 158,520 shares; 2025Q3: 126,521 shares; 2025Q4: 128,841 shares; 2026Q1: 130,440 shares; 2026Q2: 132,502 shares 132,502 $8.8M 1.46% +2,062 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK 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: 98,341 shares; 2026Q1: 209,952 shares; 2026Q2: 218,783 shares 218,783 $8.68M 1.44% +8,831 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,918 shares; 2024Q4: 206,946 shares; 2025Q1: 207,735 shares; 2025Q2: 205,122 shares; 2025Q3: 208,833 shares; 2025Q4: 208,888 shares; 2026Q1: 208,727 shares; 2026Q2: 208,729 shares 208,729 $8.17M 1.35% +2 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,943 shares; 2024Q4: 278,866 shares; 2025Q1: 272,520 shares; 2025Q2: 148,832 shares; 2025Q3: 149,560 shares; 2025Q4: 158,806 shares; 2026Q1: 152,273 shares; 2026Q2: 152,769 shares 152,769 $7.85M 1.3% +496 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,179 shares; 2024Q4: 56,750 shares; 2025Q1: 57,821 shares; 2025Q2: 61,567 shares; 2025Q3: 62,640 shares; 2025Q4: 62,891 shares; 2026Q1: 61,603 shares; 2026Q2: 61,310 shares 61,310 $7.65M 1.27% -293 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,409 shares; 2024Q4: 62,997 shares; 2025Q1: 63,221 shares; 2025Q2: 62,798 shares; 2025Q3: 59,588 shares; 2025Q4: 59,310 shares; 2026Q1: 58,878 shares; 2026Q2: 58,130 shares 58,130 $7.43M 1.23% -748 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: 10,980 shares; 2024Q4: 10,601 shares; 2025Q1: 10,578 shares; 2025Q2: 10,513 shares; 2025Q3: 10,762 shares; 2025Q4: 10,765 shares; 2026Q1: 10,720 shares; 2026Q2: 10,752 shares 10,752 $7.38M 1.22% +32 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,611 shares; 2024Q4: 53,508 shares; 2025Q1: 62,694 shares; 2025Q2: 117,368 shares; 2025Q3: 128,661 shares; 2025Q4: 130,377 shares; 2026Q1: 135,128 shares; 2026Q2: 138,155 shares 138,155 $7.27M 1.2% +3,027 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,534 shares; 2024Q4: 84,251 shares; 2025Q1: 76,425 shares; 2025Q2: 73,549 shares; 2025Q3: 71,256 shares; 2025Q4: 74,021 shares; 2026Q1: 69,363 shares; 2026Q2: 67,864 shares 67,864 $7.05M 1.17% -1,499 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,538 shares; 2024Q4: 169,949 shares; 2025Q1: 176,994 shares; 2025Q2: 130,888 shares; 2025Q3: 131,875 shares; 2025Q4: 139,276 shares; 2026Q1: 131,430 shares; 2026Q2: 132,470 shares 132,470 $6.75M 1.12% +1,040 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: 42,986 shares; 2024Q4: 50,740 shares; 2025Q1: 42,135 shares; 2025Q2: 20,715 shares; 2025Q3: 17,732 shares; 2025Q4: 17,507 shares; 2026Q1: 22,220 shares; 2026Q2: 22,779 shares 22,779 $6.59M 1.09% +559 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,572 shares; 2024Q4: 120,735 shares; 2025Q1: 118,931 shares; 2025Q2: 120,838 shares; 2025Q3: 130,284 shares; 2025Q4: 136,125 shares; 2026Q1: 136,327 shares; 2026Q2: 143,214 shares 143,214 $6.25M 1.03% +6,887 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: 54,157 shares; 2024Q4: 54,793 shares; 2025Q1: 50,067 shares; 2025Q2: 48,769 shares; 2025Q3: 44,405 shares; 2025Q4: 44,993 shares; 2026Q1: 41,393 shares; 2026Q2: 41,653 shares 41,653 $6.18M 1.02% +260 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: 42,514 shares; 2024Q4: 65,111 shares; 2025Q1: 69,512 shares; 2025Q2: 72,332 shares; 2025Q3: 87,431 shares; 2025Q4: 91,152 shares; 2026Q1: 105,492 shares; 2026Q2: 115,911 shares 115,911 $5.91M 0.98% +10,419 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: 74,137 shares; 2025Q3: 80,725 shares; 2025Q4: 90,866 shares; 2026Q1: 102,654 shares; 2026Q2: 109,604 shares 109,604 $5.86M 0.97% +6,950 Timeline SLYG 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: 76,665 shares; 2024Q4: 73,776 shares; 2025Q1: 72,363 shares; 2025Q2: 59,265 shares; 2025Q3: 51,299 shares; 2025Q4: 50,375 shares; 2026Q1: 49,256 shares; 2026Q2: 48,685 shares 48,685 $5.8M 0.96% -571 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,387 shares; 2025Q3: 73,024 shares; 2025Q4: 77,151 shares; 2026Q1: 76,870 shares; 2026Q2: 76,093 shares 76,093 $5.18M 0.86% -777 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: 3,689 shares; 2024Q4: 3,717 shares; 2025Q1: 3,369 shares; 2025Q2: 6,525 shares; 2025Q3: 6,046 shares; 2025Q4: 6,121 shares; 2026Q1: 6,060 shares; 2026Q2: 6,066 shares 6,066 $4.54M 0.75% +6 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,840 shares; 2024Q4: 245,513 shares; 2025Q1: 218,218 shares; 2025Q2: 57,401 shares; 2025Q3: 54,467 shares; 2025Q4: 58,329 shares; 2026Q1: 58,619 shares; 2026Q2: 58,812 shares 58,812 $4.41M 0.73% +193 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: 20,470 shares; 2024Q4: 20,861 shares; 2025Q1: 20,318 shares; 2025Q2: 20,165 shares; 2025Q3: 20,200 shares; 2025Q4: 20,105 shares; 2026Q1: 20,096 shares; 2026Q2: 20,113 shares 20,113 $4.38M 0.73% +17 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: 46,664 shares; 2024Q4: 46,605 shares; 2025Q1: 42,779 shares; 2025Q2: 16,099 shares; 2025Q3: 14,886 shares; 2025Q4: 14,727 shares; 2026Q1: 14,650 shares; 2026Q2: 17,872 shares 17,872 $3.58M 0.59% +3,222 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,181 shares; 2024Q4: 65,474 shares; 2025Q1: 62,495 shares; 2025Q2: 55,875 shares; 2025Q3: 53,557 shares; 2025Q4: 57,388 shares; 2026Q1: 56,916 shares; 2026Q2: 57,313 shares 57,313 $3.35M 0.55% +397 Timeline DFAI 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: 139,362 shares; 2024Q4: 138,362 shares; 2025Q1: 133,837 shares; 2025Q2: 121,562 shares; 2025Q3: 117,801 shares; 2025Q4: 111,151 shares; 2026Q1: 90,147 shares; 2026Q2: 76,316 shares 76,316 $3.15M 0.52% -13,831 Timeline DFAU 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: 75,808 shares; 2024Q4: 71,926 shares; 2025Q1: 69,507 shares; 2025Q2: 66,626 shares; 2025Q3: 62,993 shares; 2025Q4: 62,074 shares; 2026Q1: 61,009 shares; 2026Q2: 59,969 shares 59,969 $3.1M 0.51% -1,040 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,380 shares; 2025Q1: 42,025 shares; 2025Q2: 44,520 shares; 2025Q3: 54,910 shares; 2025Q4: 64,220 shares; 2026Q1: 77,169 shares; 2026Q2: 86,256 shares 86,256 $2.99M 0.49% +9,087 Timeline IVVB BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,184 shares; 2025Q3: 61,468 shares; 2025Q4: 68,573 shares; 2026Q1: 69,680 shares; 2026Q2: 72,456 shares 72,456 $2.51M 0.42% +2,776 Timeline VOT 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: 9,296 shares; 2024Q4: 9,236 shares; 2025Q1: 8,661 shares; 2025Q2: 8,540 shares; 2025Q3: 8,541 shares; 2025Q4: 8,468 shares; 2026Q1: 8,289 shares; 2026Q2: 8,101 shares 8,101 $2.48M 0.41% -188 Timeline FNDE 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: 59,124 shares; 2025Q3: 59,350 shares; 2025Q4: 62,275 shares; 2026Q1: 60,839 shares; 2026Q2: 61,131 shares 61,131 $2.43M 0.4% +292 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: 42,404 shares; 2024Q4: 42,177 shares; 2025Q1: 39,901 shares; 2025Q2: 39,743 shares; 2025Q3: 36,067 shares; 2025Q4: 36,408 shares; 2026Q1: 29,968 shares; 2026Q2: 30,721 shares 30,721 $2.37M 0.39% +753 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,441 shares; 2025Q1: 57,712 shares; 2025Q2: 48,253 shares; 2025Q3: 46,352 shares; 2025Q4: 44,926 shares; 2026Q1: 43,025 shares; 2026Q2: 42,838 shares 42,838 $2.36M 0.39% -187 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: 9,020 shares; 2024Q4: 8,764 shares; 2025Q1: 8,329 shares; 2025Q2: 8,275 shares; 2025Q3: 8,184 shares; 2025Q4: 8,042 shares; 2026Q1: 7,468 shares; 2026Q2: 28,187 shares 28,187 $2.27M 0.38% +20,719 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: 890 shares; 2024Q4: 935 shares; 2025Q1: 1,212 shares; 2025Q2: 2,747 shares; 2025Q3: 2,732 shares; 2025Q4: 2,960 shares; 2026Q1: 2,935 shares; 2026Q2: 2,861 shares 2,861 $2.11M 0.35% -74 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,738 shares; 2024Q4: 40,730 shares; 2025Q1: 62,013 shares; 2025Q2: 20,446 shares; 2025Q3: 20,690 shares; 2025Q4: 22,602 shares; 2026Q1: 22,488 shares; 2026Q2: 22,598 shares 22,598 $2.04M 0.34% +110 Timeline DFIS 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: 45,020 shares; 2024Q4: 47,291 shares; 2025Q1: 48,984 shares; 2025Q2: 47,750 shares; 2025Q3: 51,042 shares; 2025Q4: 52,995 shares; 2026Q1: 55,630 shares; 2026Q2: 57,717 shares 57,717 $2.02M 0.33% +2,087 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,184 shares; 2024Q4: 39,740 shares; 2025Q1: 38,687 shares; 2025Q2: 34,203 shares; 2025Q3: 33,866 shares; 2025Q4: 32,936 shares; 2026Q1: 32,608 shares; 2026Q2: 29,937 shares 29,937 $1.86M 0.31% -2,671 Timeline FTCS 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: 33,046 shares; 2024Q4: 20,858 shares; 2025Q1: 20,301 shares; 2025Q2: 19,594 shares; 2025Q3: 19,741 shares; 2025Q4: 19,961 shares; 2026Q1: 19,839 shares; 2026Q2: 19,822 shares 19,822 $1.86M 0.31% -17 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: 12,571 shares; 2024Q4: 13,152 shares; 2025Q1: 12,641 shares; 2025Q2: 4,951 shares; 2025Q3: 4,697 shares; 2025Q4: 4,693 shares; 2026Q1: 4,721 shares; 2026Q2: 4,775 shares 4,775 $1.78M 0.29% +54 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: 66,294 shares; 2024Q4: 63,911 shares; 2025Q1: 56,903 shares; 2025Q2: 49,648 shares; 2025Q3: 56,292 shares; 2025Q4: 61,707 shares; 2026Q1: 36,828 shares; 2026Q2: 36,377 shares 36,377 $1.75M 0.29% -451 Timeline SLYV 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: 25,549 shares; 2024Q4: 24,571 shares; 2025Q1: 23,962 shares; 2025Q2: 22,570 shares; 2025Q3: 17,018 shares; 2025Q4: 16,754 shares; 2026Q1: 15,954 shares; 2026Q2: 15,232 shares 15,232 $1.66M 0.28% -722 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,368 shares; 2025Q4: 1,367 shares; 2026Q1: 1,364 shares; 2026Q2: 1,364 shares 1,364 $1.63M 0.27% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,703 shares; 2024Q4: 4,691 shares; 2025Q1: 4,652 shares; 2025Q2: 4,661 shares; 2025Q3: 4,618 shares; 2025Q4: 4,633 shares; 2026Q1: 4,638 shares; 2026Q2: 4,716 shares 4,716 $1.62M 0.27% +78 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,001 shares; 2024Q4: 18,088 shares; 2025Q1: 18,165 shares; 2025Q2: 18,013 shares; 2025Q3: 18,015 shares; 2025Q4: 17,982 shares; 2026Q1: 15,553 shares; 2026Q2: 15,553 shares 15,553 $1.59M 0.26% 0 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: 2,822 shares; 2024Q4: 1,974 shares; 2025Q1: 2,278 shares; 2025Q2: 2,152 shares; 2025Q3: 2,122 shares; 2025Q4: 2,107 shares; 2026Q1: 2,071 shares; 2026Q2: 2,046 shares 2,046 $1.53M 0.25% -25 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,921 shares; 2024Q4: 4,270 shares; 2025Q1: 4,005 shares; 2025Q2: 2,421 shares; 2025Q3: 2,506 shares; 2025Q4: 2,499 shares; 2026Q1: 2,482 shares; 2026Q2: 4,251 shares 4,251 $1.5M 0.25% +1,769 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: 37,794 shares; 2024Q4: 37,656 shares; 2025Q1: 36,831 shares; 2025Q2: 35,633 shares; 2025Q3: 26,355 shares; 2025Q4: 25,390 shares; 2026Q1: 23,643 shares; 2026Q2: 21,754 shares 21,754 $1.49M 0.25% -1,889 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: 13,630 shares; 2024Q4: 14,135 shares; 2025Q1: 13,858 shares; 2025Q2: 2,633 shares; 2025Q3: 2,620 shares; 2025Q4: 2,558 shares; 2026Q1: 2,501 shares; 2026Q2: 3,511 shares 3,511 $1.48M 0.24% +1,010 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,760 shares; 2025Q3: 21,514 shares; 2025Q4: 23,409 shares; 2026Q1: 23,829 shares; 2026Q2: 24,220 shares 24,220 $1.46M 0.24% +391 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: 431,271 shares; 2024Q4: 441,224 shares; 2025Q1: 479,690 shares; 2025Q2: 28,012 shares; 2025Q3: 27,870 shares; 2025Q4: 27,743 shares; 2026Q1: 26,333 shares; 2026Q2: 20,489 shares 20,489 $1.46M 0.24% -5,844 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $1.34M 0.22% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,174 shares; 2024Q4: 6,024 shares; 2025Q1: 5,742 shares; 2025Q2: 5,717 shares; 2025Q3: 5,694 shares; 2025Q4: 5,670 shares; 2026Q1: 5,627 shares; 2026Q2: 5,577 shares 5,577 $1.32M 0.22% -50 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: 16,564 shares; 2025Q3: 17,102 shares; 2025Q4: 17,673 shares; 2026Q1: 15,478 shares; 2026Q2: 17,059 shares 17,059 $1.29M 0.21% +1,581 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: 30,111 shares; 2024Q4: 29,878 shares; 2025Q1: 29,878 shares; 2025Q2: 28,438 shares; 2025Q3: 28,000 shares; 2025Q4: 27,877 shares; 2026Q1: 27,894 shares; 2026Q2: 27,894 shares 27,894 $1.24M 0.2% 0 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: 19,279 shares; 2024Q4: 19,229 shares; 2025Q1: 19,823 shares; 2025Q2: 5,143 shares; 2025Q3: 4,649 shares; 2025Q4: 5,151 shares; 2026Q1: 4,545 shares; 2026Q2: 4,939 shares 4,939 $1.18M 0.19% +394 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: 17,274 shares; 2024Q4: 17,915 shares; 2025Q1: 16,710 shares; 2025Q2: 3,305 shares; 2025Q3: 3,050 shares; 2025Q4: 2,875 shares; 2026Q1: 2,956 shares; 2026Q2: 3,194 shares 3,194 $1.14M 0.19% +238 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,025 shares; 2024Q4: 7,373 shares; 2025Q1: 7,234 shares; 2025Q2: 7,284 shares; 2025Q3: 7,102 shares; 2025Q4: 6,983 shares; 2026Q1: 6,832 shares; 2026Q2: 6,910 shares 6,910 $1.13M 0.19% +78 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,404 shares; 2024Q4: 3,402 shares; 2025Q1: 3,433 shares; 2025Q2: 3,408 shares; 2025Q3: 3,409 shares; 2025Q4: 3,410 shares; 2026Q1: 3,299 shares; 2026Q2: 3,040 shares 3,040 $1.11M 0.18% -259 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: 889 shares; 2026Q1: 889 shares; 2026Q2: 925 shares 925 $1.07M 0.18% +36 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: 2,148 shares; 2024Q4: 2,426 shares; 2025Q1: 2,651 shares; 2025Q2: 1,744 shares; 2025Q3: 1,474 shares; 2025Q4: 1,475 shares; 2026Q1: 1,451 shares; 2026Q2: 1,855 shares 1,855 $1.04M 0.17% +404 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: 12,865 shares; 2024Q4: 13,168 shares; 2025Q1: 12,921 shares; 2025Q2: 8,003 shares; 2025Q3: 6,979 shares; 2025Q4: 7,078 shares; 2026Q1: 7,110 shares; 2026Q2: 7,118 shares 7,118 $1.04M 0.17% +8 Timeline JEPI 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: 20,980 shares; 2024Q4: 21,451 shares; 2025Q1: 22,084 shares; 2025Q2: 17,170 shares; 2025Q3: 17,405 shares; 2025Q4: 18,994 shares; 2026Q1: 18,034 shares; 2026Q2: 18,446 shares 18,446 $1.04M 0.17% +412 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,542 shares; 2024Q4: 10,165 shares; 2025Q1: 10,528 shares; 2025Q2: 9,913 shares; 2025Q3: 10,268 shares; 2025Q4: 10,142 shares; 2026Q1: 9,938 shares; 2026Q2: 9,952 shares 9,952 $1.02M 0.17% +14 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,167 shares; 2025Q4: 19,708 shares; 2026Q1: 18,669 shares; 2026Q2: 17,718 shares 17,718 $1M 0.17% -951 Timeline JIVE 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: 10,138 shares; 2026Q2: 10,757 shares 10,757 $989K 0.16% +619 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: 6,052 shares; 2024Q4: 6,327 shares; 2025Q1: 6,095 shares; 2025Q2: 2,275 shares; 2025Q3: 1,973 shares; 2025Q4: 1,886 shares; 2026Q1: 2,022 shares; 2026Q2: 2,590 shares 2,590 $979K 0.16% +568 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: 8,638 shares; 2024Q4: 8,555 shares; 2025Q1: 7,827 shares; 2025Q2: 7,828 shares; 2025Q3: 8,066 shares; 2025Q4: 8,705 shares; 2026Q1: 8,754 shares; 2026Q2: 8,851 shares 8,851 $975K 0.16% +97 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,707 shares; 2026Q1: 17,789 shares; 2026Q2: 24,741 shares 24,741 $927K 0.15% +6,952 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: 1,499 shares; 2024Q4: 1,526 shares; 2025Q1: 1,513 shares; 2025Q2: 692 shares; 2025Q3: 612 shares; 2025Q4: 608 shares; 2026Q1: 598 shares; 2026Q2: 723 shares 723 $867K 0.14% +125 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: 2,032 shares; 2024Q4: 2,091 shares; 2025Q1: 2,047 shares; 2025Q2: 1,894 shares; 2025Q3: 1,858 shares; 2025Q4: 1,974 shares; 2026Q1: 2,345 shares; 2026Q2: 2,332 shares 2,332 $863K 0.14% -13 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: 11,990 shares; 2024Q4: 11,866 shares; 2025Q1: 11,817 shares; 2025Q2: 6,342 shares; 2025Q3: 6,155 shares; 2025Q4: 6,194 shares; 2026Q1: 6,138 shares; 2026Q2: 6,163 shares 6,163 $843K 0.14% +25 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,446 shares; 2024Q4: 13,643 shares; 2025Q1: 19,478 shares; 2025Q2: 20,131 shares; 2025Q3: 14,373 shares; 2025Q4: 15,900 shares; 2026Q1: 16,768 shares; 2026Q2: 16,170 shares 16,170 $822K 0.14% -598 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,400 shares; 2025Q1: 4,530 shares; 2025Q2: 4,547 shares; 2025Q3: 4,697 shares; 2025Q4: 4,644 shares; 2026Q1: 4,782 shares; 2026Q2: 4,795 shares 4,795 $815K 0.13% +13 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,085 shares; 2024Q4: 12,535 shares; 2025Q1: 12,797 shares; 2025Q2: 12,645 shares; 2025Q3: 12,992 shares; 2025Q4: 12,940 shares; 2026Q1: 11,684 shares; 2026Q2: 11,884 shares 11,884 $803K 0.13% +200 Timeline AVEE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,842 shares; 2025Q3: 9,139 shares; 2025Q4: 10,189 shares; 2026Q1: 9,351 shares; 2026Q2: 10,807 shares 10,807 $749K 0.12% +1,456 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 8,884 shares; 2026Q2: 13,774 shares 13,774 $736K 0.12% +4,890 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,339 shares; 2024Q4: 21,903 shares; 2025Q1: 23,089 shares; 2025Q2: 22,810 shares; 2025Q3: 22,876 shares; 2025Q4: 25,222 shares; 2026Q1: 13,896 shares; 2026Q2: 13,595 shares 13,595 $731K 0.12% -301 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: 2,769 shares; 2024Q4: 2,769 shares; 2025Q1: 2,788 shares; 2025Q2: 2,782 shares; 2025Q3: 2,782 shares; 2025Q4: 2,782 shares; 2026Q1: 2,869 shares; 2026Q2: 2,869 shares 2,869 $697K 0.12% 0 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: 5,012 shares; 2024Q4: 5,125 shares; 2025Q1: 4,772 shares; 2025Q2: 1,760 shares; 2025Q3: 1,519 shares; 2025Q4: 1,588 shares; 2026Q1: 1,564 shares; 2026Q2: 1,389 shares 1,389 $695K 0.12% -175 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,747 shares; 2024Q4: 14,624 shares; 2025Q1: 13,946 shares; 2025Q2: 12,957 shares; 2025Q3: 12,683 shares; 2025Q4: 12,605 shares; 2026Q1: 12,612 shares; 2026Q2: 12,764 shares 12,764 $681K 0.11% +152 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: 1,611 shares; 2024Q4: 1,449 shares; 2025Q1: 1,365 shares; 2025Q2: 1,227 shares; 2025Q3: 1,210 shares; 2025Q4: 1,203 shares; 2026Q1: 1,208 shares; 2026Q2: 2,414 shares 2,414 $679K 0.11% +1,206 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: 4,069 shares; 2024Q4: 4,069 shares; 2025Q1: 4,047 shares; 2025Q2: 3,944 shares; 2025Q3: 3,547 shares; 2025Q4: 3,532 shares; 2026Q1: 3,414 shares; 2026Q2: 3,414 shares 3,414 $675K 0.11% 0 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: 4,969 shares; 2024Q4: 5,337 shares; 2025Q1: 5,206 shares; 2025Q2: 1,293 shares; 2025Q3: 1,332 shares; 2025Q4: 1,276 shares; 2026Q1: 1,321 shares; 2026Q2: 1,902 shares 1,902 $652K 0.11% +581 Timeline CWB 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: 5,434 shares; 2024Q4: 5,588 shares; 2025Q1: 5,591 shares; 2025Q2: 5,597 shares; 2025Q3: 5,601 shares; 2025Q4: 5,607 shares; 2026Q1: 5,609 shares; 2026Q2: 5,630 shares 5,630 $607K 0.1% +21 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: 6,546 shares; 2024Q4: 6,869 shares; 2025Q1: 6,513 shares; 2025Q2: 1,820 shares; 2025Q3: 1,549 shares; 2025Q4: 1,549 shares; 2026Q1: 1,556 shares; 2026Q2: 1,825 shares 1,825 $598K 0.1% +269 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: 6,852 shares; 2024Q4: 20,604 shares; 2025Q1: 20,585 shares; 2025Q2: 20,040 shares; 2025Q3: 20,081 shares; 2025Q4: 20,124 shares; 2026Q1: 20,124 shares; 2026Q2: 20,124 shares 20,124 $592K 0.1% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,795 shares; 2024Q4: 59,045 shares; 2025Q1: 58,456 shares; 2025Q2: 38,623 shares; 2025Q3: 38,719 shares; 2025Q4: 38,804 shares; 2026Q1: 38,890 shares; 2026Q2: 38,959 shares 38,959 $542K 0.09% +69 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,468 shares; 2024Q4: 8,468 shares; 2025Q1: 8,377 shares; 2025Q2: 8,377 shares; 2025Q3: 8,377 shares; 2025Q4: 8,274 shares; 2026Q1: 8,274 shares; 2026Q2: 7,457 shares 7,457 $495K 0.08% -817 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,211 shares 8,211 $492K 0.08% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,018 shares; 2024Q4: 17,162 shares; 2025Q1: 15,175 shares; 2025Q2: 12,337 shares; 2025Q3: 11,294 shares; 2025Q4: 11,042 shares; 2026Q1: 8,576 shares; 2026Q2: 8,353 shares 8,353 $482K 0.08% -223 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,311 shares; 2024Q4: 1,314 shares; 2025Q1: 1,306 shares; 2025Q2: 1,287 shares; 2025Q3: 1,293 shares; 2025Q4: 1,276 shares; 2026Q1: 1,276 shares; 2026Q2: 1,346 shares 1,346 $477K 0.08% +70 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: 6,629 shares; 2024Q4: 6,314 shares; 2025Q1: 5,754 shares; 2025Q2: 4,049 shares; 2025Q3: 4,041 shares; 2025Q4: 3,972 shares; 2026Q1: 3,953 shares; 2026Q2: 3,963 shares 3,963 $449K 0.07% +10 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,863 shares; 2026Q1: 2,210 shares; 2026Q2: 2,694 shares 2,694 $435K 0.07% +484 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872 shares; 2024Q4: 873 shares; 2025Q1: 870 shares; 2025Q2: 868 shares; 2025Q3: 861 shares; 2025Q4: 861 shares; 2026Q1: 861 shares; 2026Q2: 861 shares 861 $426K 0.07% 0 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: 253 shares; 2025Q3: 269 shares; 2025Q4: 268 shares; 2026Q1: 250 shares; 2026Q2: 210 shares 210 $418K 0.07% -40 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: 2,256 shares; 2024Q4: 2,144 shares; 2025Q1: 2,063 shares; 2025Q2: 2,057 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 1,502 shares; 2026Q2: 1,377 shares 1,377 $417K 0.07% -125 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: 4,569 shares; 2025Q1: 4,103 shares; 2025Q2: 3,688 shares; 2025Q3: 3,532 shares; 2025Q4: 3,543 shares; 2026Q1: 3,543 shares; 2026Q2: 3,552 shares 3,552 $417K 0.07% +9 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: 2,040 shares; 2024Q4: 2,091 shares; 2025Q1: 1,913 shares; 2025Q2: 576 shares; 2025Q3: 471 shares; 2025Q4: 462 shares; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $412K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 648 shares; 2026Q2: 561 shares 561 $406K 0.07% -87 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: 1,507 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 685 shares 685 $398K 0.07% new 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: 1,374 shares; 2024Q4: 1,159 shares; 2025Q1: 1,453 shares; 2025Q2: 1,464 shares; 2025Q3: 1,600 shares; 2025Q4: 1,676 shares; 2026Q1: 1,636 shares; 2026Q2: 1,759 shares 1,759 $381K 0.06% +123 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,280 shares; 2025Q1: 3,290 shares; 2025Q2: 3,290 shares; 2025Q3: 3,341 shares; 2025Q4: 3,290 shares; 2026Q1: 3,304 shares; 2026Q2: 3,274 shares 3,274 $374K 0.06% -30 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: 1,087 shares; 2024Q4: 1,724 shares; 2025Q1: 1,585 shares; 2025Q2: 1,521 shares; 2025Q3: 1,493 shares; 2025Q4: 1,479 shares; 2026Q1: 1,463 shares; 2026Q2: 1,463 shares 1,463 $368K 0.06% 0 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: 4,266 shares; 2024Q4: 3,736 shares; 2025Q1: 3,692 shares; 2025Q2: 1,796 shares; 2025Q3: 1,992 shares; 2025Q4: 2,014 shares; 2026Q1: 2,077 shares; 2026Q2: 2,031 shares 2,031 $367K 0.06% -46 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares; 2026Q2: 1,971 shares 1,971 $348K 0.06% +291 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,543 shares; 2024Q4: 7,137 shares; 2025Q1: 7,026 shares; 2025Q2: 4,456 shares; 2025Q3: 4,419 shares; 2025Q4: 4,607 shares; 2026Q1: 4,665 shares; 2026Q2: 4,711 shares 4,711 $339K 0.06% +46 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: 1,138 shares; 2024Q4: 1,207 shares; 2025Q1: 1,161 shares; 2025Q2: 462 shares; 2025Q3: 461 shares; 2025Q4: 4,545 shares; 2026Q1: 4,797 shares; 2026Q2: 4,728 shares 4,728 $338K 0.06% -69 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,479 shares; 2024Q4: 2,516 shares; 2025Q1: 2,611 shares; 2025Q2: 2,651 shares; 2025Q3: 2,503 shares; 2025Q4: 2,523 shares; 2026Q1: 2,695 shares; 2026Q2: 2,711 shares 2,711 $337K 0.06% +16 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 3,435 shares; 2025Q1: 3,076 shares; 2025Q2: 890 shares; 2025Q3: 726 shares; 2025Q4: 708 shares; 2026Q1: 718 shares; 2026Q2: 904 shares 904 $319K 0.05% +186 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,395 shares; 2024Q4: 4,881 shares; 2025Q1: 4,814 shares; 2025Q2: not reported; 2025Q3: 2,441 shares; 2025Q4: not reported; 2026Q1: 2,582 shares; 2026Q2: 3,799 shares 3,799 $314K 0.05% +1,217 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,709 shares; 2026Q1: 1,707 shares; 2026Q2: 1,731 shares 1,731 $305K 0.05% +24 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: 822 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 395 shares 395 $301K 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,890 shares; 2024Q4: 3,984 shares; 2025Q1: 2,665 shares; 2025Q2: 1,055 shares; 2025Q3: 1,017 shares; 2025Q4: 953 shares; 2026Q1: 947 shares; 2026Q2: 944 shares 944 $297K 0.05% -3 Timeline SCHG 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: 6,284 shares; 2025Q4: 6,284 shares; 2026Q1: 8,734 shares; 2026Q2: 8,734 shares 8,734 $296K 0.05% 0 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,615 shares; 2024Q4: 4,615 shares; 2025Q1: 4,615 shares; 2025Q2: 4,615 shares; 2025Q3: 4,615 shares; 2025Q4: 4,615 shares; 2026Q1: 4,615 shares; 2026Q2: 4,615 shares 4,615 $292K 0.05% 0 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,776 shares; 2026Q2: 4,768 shares 4,768 $291K 0.05% -8 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,560 shares; 2024Q4: 7,496 shares; 2025Q1: 6,562 shares; 2025Q2: 6,613 shares; 2025Q3: 6,661 shares; 2025Q4: 6,727 shares; 2026Q1: 6,551 shares; 2026Q2: 6,603 shares 6,603 $280K 0.05% +52 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: 457 shares; 2024Q4: 659 shares; 2025Q1: 623 shares; 2025Q2: 597 shares; 2025Q3: 586 shares; 2025Q4: 557 shares; 2026Q1: 542 shares; 2026Q2: 533 shares 533 $274K 0.05% -9 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: not reported; 2026Q2: 231 shares 231 $272K 0.04% new Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,933 shares; 2024Q4: 12,047 shares; 2025Q1: 11,034 shares; 2025Q2: 9,112 shares; 2025Q3: 8,881 shares; 2025Q4: 8,184 shares; 2026Q1: 8,421 shares; 2026Q2: 6,523 shares 6,523 $272K 0.04% -1,898 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: 967 shares; 2024Q4: 982 shares; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 640 shares; 2026Q1: 497 shares; 2026Q2: 2,164 shares 2,164 $269K 0.04% +1,667 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: 6,624 shares; 2024Q4: 6,738 shares; 2025Q1: 6,595 shares; 2025Q2: 1,560 shares; 2025Q3: 1,555 shares; 2025Q4: 1,527 shares; 2026Q1: 1,517 shares; 2026Q2: 1,603 shares 1,603 $266K 0.04% +86 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: 21,270 shares; 2024Q4: 21,979 shares; 2025Q1: 21,663 shares; 2025Q2: 4,387 shares; 2025Q3: 4,911 shares; 2025Q4: 4,723 shares; 2026Q1: 4,656 shares; 2026Q2: 4,656 shares 4,656 $265K 0.04% 0 Timeline LGLV 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: 1,214 shares; 2024Q4: not reported; 2025Q1: 1,188 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,289 shares; 2026Q2: 1,342 shares 1,342 $244K 0.04% +53 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: 563 shares; 2024Q4: 645 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 221 shares 221 $235K 0.04% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206 shares 206 $233K 0.04% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 535 shares 535 $232K 0.04% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576 shares; 2024Q4: 1,624 shares; 2025Q1: 1,428 shares; 2025Q2: 904 shares; 2025Q3: 891 shares; 2025Q4: 871 shares; 2026Q1: 861 shares; 2026Q2: 853 shares 853 $231K 0.04% -8 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,745 shares; 2024Q4: 2,752 shares; 2025Q1: 2,759 shares; 2025Q2: 2,767 shares; 2025Q3: 2,776 shares; 2025Q4: 2,785 shares; 2026Q1: 2,796 shares; 2026Q2: 2,805 shares 2,805 $229K 0.04% +9 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 568 shares 568 $226K 0.04% new Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,200 shares 9,200 $223K 0.04% new Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,704 shares; 2024Q4: 6,637 shares; 2025Q1: 6,574 shares; 2025Q2: 7,717 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,193 shares 4,193 $219K 0.04% new Timeline IWP 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: 1,489 shares; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares; 2026Q1: not reported; 2026Q2: 1,489 shares 1,489 $218K 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,558 shares 1,558 $218K 0.04% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,487 shares 1,487 $217K 0.04% new 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: 7,184 shares; 2024Q4: 7,705 shares; 2025Q1: 7,453 shares; 2025Q2: 1,346 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 831 shares; 2026Q2: 831 shares 831 $211K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: 277 shares; 2025Q4: 271 shares; 2026Q1: 271 shares; 2026Q2: 276 shares 276 $209K 0.03% +5 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 396 shares 396 $206K 0.03% new 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: 2,868 shares; 2024Q4: 3,163 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,577 shares 1,577 $203K 0.03% new Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,375 shares 7,375 $201K 0.03% new Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,574 shares; 2024Q4: 29,574 shares; 2025Q1: 29,574 shares; 2025Q2: 29,574 shares; 2025Q3: 29,574 shares; 2025Q4: 29,574 shares; 2026Q1: 29,574 shares; 2026Q2: 29,574 shares 29,574 $160K 0.03% 0 Timeline