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: 233,018 shares; 2024Q4: 212,957 shares; 2025Q1: 216,270 shares; 2025Q2: 219,671 shares; 2025Q3: 211,315 shares; 2025Q4: 213,323 shares; 2026Q1: 213,806 shares; 2026Q2: 211,886 shares 211,886 $78.4M 18.65% -1,920 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: 52,177 shares; 2024Q4: 91,847 shares; 2025Q1: 93,985 shares; 2025Q2: 95,148 shares; 2025Q3: 86,165 shares; 2025Q4: 87,032 shares; 2026Q1: 89,305 shares; 2026Q2: 440,043 shares 440,043 $38.7M 9.2% +350,738 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419,685 shares; 2024Q4: 427,264 shares; 2025Q1: 299,312 shares; 2025Q2: 297,039 shares; 2025Q3: 306,143 shares; 2025Q4: 315,193 shares; 2026Q1: 316,836 shares; 2026Q2: 325,817 shares 325,817 $32.2M 7.67% +8,981 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: 355,806 shares; 2024Q4: 255,168 shares; 2025Q1: 170,661 shares; 2025Q2: 169,686 shares; 2025Q3: 170,704 shares; 2025Q4: 174,812 shares; 2026Q1: 176,325 shares; 2026Q2: 172,557 shares 172,557 $28.2M 6.71% -3,768 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: 10,729 shares; 2024Q4: 22,089 shares; 2025Q1: 31,385 shares; 2025Q2: 32,362 shares; 2025Q3: 29,745 shares; 2025Q4: 30,077 shares; 2026Q1: 31,015 shares; 2026Q2: 28,568 shares 28,568 $21M 5% -2,447 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,394 shares; 2024Q4: 283,856 shares; 2025Q1: 250,026 shares; 2025Q2: 251,634 shares; 2025Q3: 243,450 shares; 2025Q4: 248,592 shares; 2026Q1: 253,957 shares; 2026Q2: 243,958 shares 243,958 $20.4M 4.86% -9,999 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,237 shares; 2024Q4: 431,041 shares; 2025Q1: 265,403 shares; 2025Q2: 247,486 shares; 2025Q3: 255,880 shares; 2025Q4: 265,256 shares; 2026Q1: 268,348 shares; 2026Q2: 286,670 shares 286,670 $19.8M 4.7% +18,322 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 313,108 shares; 2025Q2: 330,508 shares; 2025Q3: 352,473 shares; 2025Q4: 357,922 shares; 2026Q1: 366,385 shares; 2026Q2: 399,567 shares 399,567 $18.2M 4.32% +33,182 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,271 shares; 2025Q2: 127,537 shares; 2025Q3: 132,293 shares; 2025Q4: 134,422 shares; 2026Q1: 137,565 shares; 2026Q2: 150,016 shares 150,016 $17.6M 4.19% +12,451 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: 7,419 shares; 2024Q4: 5,652 shares; 2025Q1: 51,036 shares; 2025Q2: 55,109 shares; 2025Q3: 55,083 shares; 2025Q4: 56,025 shares; 2026Q1: 56,971 shares; 2026Q2: 56,616 shares 56,616 $17.2M 4.08% -355 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: 35,955 shares; 2024Q4: 34,818 shares; 2025Q1: 34,723 shares; 2025Q2: 34,816 shares; 2025Q3: 34,494 shares; 2025Q4: 34,995 shares; 2026Q1: 33,468 shares; 2026Q2: 33,269 shares 33,269 $13.6M 3.24% -199 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: 71,790 shares; 2024Q4: 65,858 shares; 2025Q1: 68,803 shares; 2025Q2: 71,580 shares; 2025Q3: 67,021 shares; 2025Q4: 69,294 shares; 2026Q1: 70,766 shares; 2026Q2: 69,240 shares 69,240 $11.4M 2.71% -1,526 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,971 shares; 2025Q2: 58,667 shares; 2025Q3: 59,681 shares; 2025Q4: 61,573 shares; 2026Q1: 63,771 shares; 2026Q2: 62,768 shares 62,768 $9.92M 2.36% -1,003 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 265,541 shares; 2025Q2: 282,654 shares; 2025Q3: 287,678 shares; 2025Q4: 295,184 shares; 2026Q1: 302,623 shares; 2026Q2: 302,668 shares 302,668 $9.73M 2.31% +45 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: 3,121 shares; 2024Q4: 3,350 shares; 2025Q1: 43,167 shares; 2025Q2: 46,462 shares; 2025Q3: 47,618 shares; 2025Q4: 48,526 shares; 2026Q1: 49,290 shares; 2026Q2: 49,050 shares 49,050 $9.69M 2.31% -240 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,711 shares; 2024Q4: 4,711 shares; 2025Q1: 95,156 shares; 2025Q2: 100,171 shares; 2025Q3: 105,961 shares; 2025Q4: 107,171 shares; 2026Q1: 109,507 shares; 2026Q2: 119,432 shares 119,432 $9.44M 2.25% +9,925 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: 108,559 shares; 2024Q4: 82,443 shares; 2025Q1: 36,240 shares; 2025Q2: 33,836 shares; 2025Q3: 32,509 shares; 2025Q4: 34,412 shares; 2026Q1: 32,462 shares; 2026Q2: 32,248 shares 32,248 $7.32M 1.74% -214 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,835 shares; 2024Q4: 95,450 shares; 2025Q1: 43,061 shares; 2025Q2: 40,217 shares; 2025Q3: 38,722 shares; 2025Q4: 40,244 shares; 2026Q1: 38,830 shares; 2026Q2: 37,302 shares 37,302 $5.51M 1.31% -1,528 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,125 shares; 2024Q4: 124,731 shares; 2025Q1: 98,513 shares; 2025Q2: 112,031 shares; 2025Q3: 112,993 shares; 2025Q4: 111,263 shares; 2026Q1: 105,011 shares; 2026Q2: 110,478 shares 110,478 $5.44M 1.29% +5,467 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,567 shares; 2024Q4: 77,216 shares; 2025Q1: 66,950 shares; 2025Q2: 66,598 shares; 2025Q3: 67,286 shares; 2025Q4: 67,406 shares; 2026Q1: 56,952 shares; 2026Q2: 58,175 shares 58,175 $4.27M 1.02% +1,223 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: 58,038 shares; 2024Q4: 55,843 shares; 2025Q1: 55,843 shares; 2025Q2: 56,790 shares; 2025Q3: 56,480 shares; 2025Q4: 56,272 shares; 2026Q1: 54,866 shares; 2026Q2: 54,822 shares 54,822 $3.91M 0.93% -44 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: 48,376 shares; 2024Q4: 81,337 shares; 2025Q1: 30,184 shares; 2025Q2: 26,826 shares; 2025Q3: 25,621 shares; 2025Q4: 25,966 shares; 2026Q1: 24,642 shares; 2026Q2: 22,340 shares 22,340 $3.31M 0.79% -2,302 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: 10,587 shares; 2024Q4: 11,087 shares; 2025Q1: 11,087 shares; 2025Q2: 11,087 shares; 2025Q3: 11,087 shares; 2025Q4: 11,087 shares; 2026Q1: 11,087 shares; 2026Q2: 11,087 shares 11,087 $3.21M 0.76% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,999 shares; 2024Q4: 34,999 shares; 2025Q1: 34,999 shares; 2025Q2: 34,999 shares; 2025Q3: 34,999 shares; 2025Q4: 34,999 shares; 2026Q1: 34,999 shares; 2026Q2: 34,999 shares 34,999 $2.87M 0.68% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,724 shares; 2024Q4: 19,913 shares; 2025Q1: 18,930 shares; 2025Q2: 18,658 shares; 2025Q3: 18,161 shares; 2025Q4: 19,668 shares; 2026Q1: 19,760 shares; 2026Q2: 19,976 shares 19,976 $2.75M 0.65% +216 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: 22,873 shares; 2024Q4: 24,689 shares; 2025Q1: 19,155 shares; 2025Q2: 18,318 shares; 2025Q3: 17,895 shares; 2025Q4: 16,441 shares; 2026Q1: 15,798 shares; 2026Q2: 15,675 shares 15,675 $2M 0.48% -123 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,248 shares; 2024Q4: 25,559 shares; 2025Q1: 17,636 shares; 2025Q2: 17,256 shares; 2025Q3: 16,923 shares; 2025Q4: 18,915 shares; 2026Q1: 19,037 shares; 2026Q2: 18,993 shares 18,993 $1.81M 0.43% -44 Timeline VONE 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: 6,540 shares; 2024Q4: 6,540 shares; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,540 shares; 2025Q4: 5,491 shares; 2026Q1: 5,491 shares; 2026Q2: 5,225 shares 5,225 $1.77M 0.42% -266 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: 24,708 shares; 2024Q4: 23,980 shares; 2025Q1: 23,980 shares; 2025Q2: 23,980 shares; 2025Q3: 23,701 shares; 2025Q4: 22,383 shares; 2026Q1: 18,976 shares; 2026Q2: 18,261 shares 18,261 $1.76M 0.42% -715 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,039 shares; 2024Q4: 3,677 shares; 2025Q1: 3,671 shares; 2025Q2: 3,702 shares; 2025Q3: 3,690 shares; 2025Q4: 3,690 shares; 2026Q1: 3,687 shares; 2026Q2: 3,693 shares 3,693 $1.57M 0.37% +6 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,459 shares; 2024Q4: 148,580 shares; 2025Q1: 26,185 shares; 2025Q2: 21,218 shares; 2025Q3: 20,785 shares; 2025Q4: 22,677 shares; 2026Q1: 22,496 shares; 2026Q2: 21,284 shares 21,284 $1.24M 0.29% -1,212 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,138 shares; 2024Q4: 27,458 shares; 2025Q1: 27,011 shares; 2025Q2: 27,011 shares; 2025Q3: 27,384 shares; 2025Q4: 27,384 shares; 2026Q1: 22,403 shares; 2026Q2: 22,321 shares 22,321 $1.19M 0.28% -82 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,663 shares; 2024Q4: 26,809 shares; 2025Q1: 25,002 shares; 2025Q2: 24,873 shares; 2025Q3: 25,479 shares; 2025Q4: 25,493 shares; 2026Q1: 25,750 shares; 2026Q2: 25,701 shares 25,701 $1.19M 0.28% -49 Timeline ESGV 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: 6,058 shares; 2025Q1: 6,168 shares; 2025Q2: 6,149 shares; 2025Q3: 5,977 shares; 2025Q4: 5,977 shares; 2026Q1: 6,022 shares; 2026Q2: 6,022 shares 6,022 $796K 0.19% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,405 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405 $716K 0.17% 0 Timeline QQQM 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: 2,527 shares; 2025Q2: 2,654 shares; 2025Q3: 2,376 shares; 2025Q4: 2,470 shares; 2026Q1: 2,587 shares; 2026Q2: 2,269 shares 2,269 $687K 0.16% -318 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: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 1,789 shares; 2025Q2: 1,789 shares; 2025Q3: 1,789 shares; 2025Q4: 1,789 shares; 2026Q1: 1,789 shares; 2026Q2: 1,789 shares 1,789 $667K 0.16% 0 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: 1,682 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 2,058 shares; 2025Q4: 2,058 shares; 2026Q1: 1,886 shares; 2026Q2: 7,800 shares 7,800 $628K 0.15% +5,914 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: 20,741 shares; 2024Q4: 11,173 shares; 2025Q1: 11,173 shares; 2025Q2: 11,173 shares; 2025Q3: 10,723 shares; 2025Q4: 10,723 shares; 2026Q1: 10,723 shares; 2026Q2: 10,485 shares 10,485 $626K 0.15% -238 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,258 shares; 2025Q1: 4,540 shares; 2025Q2: 4,682 shares; 2025Q3: 4,352 shares; 2025Q4: 4,443 shares; 2026Q1: 4,606 shares; 2026Q2: 4,601 shares 4,601 $539K 0.13% -5 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: 1,768 shares; 2024Q4: 1,768 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares; 2026Q2: 1,768 shares 1,768 $527K 0.13% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,802 shares; 2024Q4: 8,623 shares; 2025Q1: 8,966 shares; 2025Q2: 9,502 shares; 2025Q3: 10,045 shares; 2025Q4: 10,104 shares; 2026Q1: 10,167 shares; 2026Q2: 9,803 shares 9,803 $490K 0.12% -364 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares; 2026Q1: 2,088 shares; 2026Q2: 2,088 shares 2,088 $452K 0.11% 0 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: 1,661 shares; 2024Q4: 1,779 shares; 2025Q1: 1,741 shares; 2025Q2: 1,741 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares; 2026Q1: 1,741 shares; 2026Q2: 1,741 shares 1,741 $442K 0.11% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN 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: 4,015 shares; 2026Q2: 4,015 shares 4,015 $433K 0.1% 0 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: 1,269 shares; 2024Q4: 1,269 shares; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: 1,269 shares; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares; 2026Q2: 1,269 shares 1,269 $429K 0.1% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,270 shares; 2024Q4: 2,572 shares; 2025Q1: 3,076 shares; 2025Q2: 3,649 shares; 2025Q3: 3,500 shares; 2025Q4: 3,531 shares; 2026Q1: 2,963 shares; 2026Q2: 2,675 shares 2,675 $420K 0.1% -288 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,790 shares; 2024Q4: 7,250 shares; 2025Q1: 6,729 shares; 2025Q2: 6,730 shares; 2025Q3: 7,153 shares; 2025Q4: 7,155 shares; 2026Q1: 7,156 shares; 2026Q2: 8,110 shares 8,110 $384K 0.09% +954 Timeline IGLB 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: 7,130 shares; 2025Q3: 7,130 shares; 2025Q4: 7,130 shares; 2026Q1: 7,130 shares; 2026Q2: 7,130 shares 7,130 $357K 0.08% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $356K 0.08% 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: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares; 2026Q2: 1,460 shares 1,460 $348K 0.08% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares; 2026Q2: 811 shares 811 $337K 0.08% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,859 shares; 2024Q4: 2,859 shares; 2025Q1: 2,859 shares; 2025Q2: 2,859 shares; 2025Q3: 2,859 shares; 2025Q4: 2,859 shares; 2026Q1: 2,859 shares; 2026Q2: 2,859 shares 2,859 $324K 0.08% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,362 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,821 shares; 2025Q3: 1,886 shares; 2025Q4: 1,919 shares; 2026Q1: 2,012 shares; 2026Q2: 2,012 shares 2,012 $310K 0.07% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726 shares; 2026Q1: 715 shares; 2026Q2: 700 shares 700 $250K 0.06% -15 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 350 shares; 2025Q1: 172 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,580 shares; 2026Q1: 2,580 shares; 2026Q2: 2,580 shares 2,580 $238K 0.06% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,899 shares; 2024Q4: not reported; 2025Q1: 2,899 shares; 2025Q2: 2,899 shares; 2025Q3: not reported; 2025Q4: 2,899 shares; 2026Q1: 2,899 shares; 2026Q2: 2,899 shares 2,899 $236K 0.06% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares; 2026Q2: 1,165 shares 1,165 $235K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,182 shares; 2025Q4: 2,196 shares; 2026Q1: 2,208 shares; 2026Q2: 2,214 shares 2,214 $228K 0.05% +6 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,965 shares 3,965 $222K 0.05% new 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: 11,558 shares; 2024Q4: 4,394 shares; 2025Q1: 4,394 shares; 2025Q2: 4,394 shares; 2025Q3: 4,394 shares; 2025Q4: 3,769 shares; 2026Q1: not reported; 2026Q2: 2,648 shares 2,648 $219K 0.05% new Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,197 shares 4,197 $219K 0.05% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares 1,090 $212K 0.05% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 3,692 shares; 2026Q2: 3,692 shares 3,692 $208K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 451 shares; 2026Q1: not reported; 2026Q2: 274 shares 274 $205K 0.05% new Timeline BSCW 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: not reported; 2024Q4: not reported; 2025Q1: 9,933 shares; 2025Q2: 9,933 shares; 2025Q3: 9,933 shares; 2025Q4: 9,933 shares; 2026Q1: 9,933 shares; 2026Q2: 9,933 shares 9,933 $204K 0.05% 0 Timeline BSCU 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: not reported; 2024Q4: not reported; 2025Q1: 12,191 shares; 2025Q2: 12,191 shares; 2025Q3: 12,191 shares; 2025Q4: 12,191 shares; 2026Q1: 12,191 shares; 2026Q2: 12,191 shares 12,191 $203K 0.05% 0 Timeline BSCS 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: not reported; 2024Q4: not reported; 2025Q1: 9,914 shares; 2025Q2: 9,914 shares; 2025Q3: 9,914 shares; 2025Q4: 9,914 shares; 2026Q1: 9,914 shares; 2026Q2: 9,914 shares 9,914 $202K 0.05% 0 Timeline BSCQ 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: not reported; 2024Q4: not reported; 2025Q1: 10,292 shares; 2025Q2: 10,292 shares; 2025Q3: 10,292 shares; 2025Q4: 10,292 shares; 2026Q1: 10,292 shares; 2026Q2: 10,292 shares 10,292 $201K 0.05% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES 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: 10,000 shares; 2026Q2: 11,000 shares 11,000 $197K 0.05% +1,000 Timeline