ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,765 shares; 2024Q4: 255,356 shares; 2025Q1: 269,461 shares; 2025Q2: 277,018 shares; 2025Q3: 273,916 shares; 2025Q4: 264,461 shares; 2026Q1: 306,121 shares; 2026Q2: 312,866 shares 312,866 $51.4M 15.77% +6,745 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,896 shares; 2024Q4: 107,861 shares; 2025Q1: 111,945 shares; 2025Q2: 111,902 shares; 2025Q3: 105,644 shares; 2025Q4: 102,005 shares; 2026Q1: 71,531 shares; 2026Q2: 69,073 shares 69,073 $19.5M 5.97% -2,458 Timeline VGIT 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: 180,433 shares; 2024Q4: 217,407 shares; 2025Q1: 236,874 shares; 2025Q2: 243,686 shares; 2025Q3: 256,694 shares; 2025Q4: 271,186 shares; 2026Q1: 311,135 shares; 2026Q2: 326,090 shares 326,090 $19.2M 5.9% +14,955 Timeline DFEM 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: 228,755 shares; 2024Q4: 285,671 shares; 2025Q1: 306,617 shares; 2025Q2: 313,353 shares; 2025Q3: 311,684 shares; 2025Q4: 302,430 shares; 2026Q1: 339,507 shares; 2026Q2: 355,940 shares 355,940 $14.5M 4.44% +16,433 Timeline AVDV 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: 91,270 shares; 2024Q4: 114,359 shares; 2025Q1: 122,331 shares; 2025Q2: 125,485 shares; 2025Q3: 122,553 shares; 2025Q4: 118,242 shares; 2026Q1: 127,950 shares; 2026Q2: 134,910 shares 134,910 $13.9M 4.27% +6,960 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: 68,289 shares; 2024Q4: 82,104 shares; 2025Q1: 89,148 shares; 2025Q2: 91,622 shares; 2025Q3: 92,338 shares; 2025Q4: 90,365 shares; 2026Q1: 103,514 shares; 2026Q2: 109,213 shares 109,213 $13.6M 4.18% +5,699 Timeline DUHP 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: 199,717 shares; 2024Q4: 239,486 shares; 2025Q1: 253,250 shares; 2025Q2: 261,697 shares; 2025Q3: 262,489 shares; 2025Q4: 255,815 shares; 2026Q1: 299,351 shares; 2026Q2: 320,624 shares 320,624 $13.4M 4.11% +21,273 Timeline DIHP 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: 224,682 shares; 2024Q4: 285,858 shares; 2025Q1: 308,331 shares; 2025Q2: 315,038 shares; 2025Q3: 313,950 shares; 2025Q4: 305,780 shares; 2026Q1: 353,056 shares; 2026Q2: 377,838 shares 377,838 $12.9M 3.96% +24,782 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,669 shares; 2024Q4: 113,125 shares; 2025Q1: 121,368 shares; 2025Q2: 124,468 shares; 2025Q3: 123,221 shares; 2025Q4: 120,587 shares; 2026Q1: 137,539 shares; 2026Q2: 142,445 shares 142,445 $12.7M 3.89% +4,906 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: 47,563 shares; 2024Q4: 50,041 shares; 2025Q1: 49,091 shares; 2025Q2: 47,579 shares; 2025Q3: 49,445 shares; 2025Q4: 48,400 shares; 2026Q1: 47,484 shares; 2026Q2: 47,274 shares 47,274 $11.5M 3.53% -210 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: 22,795 shares; 2024Q4: 22,171 shares; 2025Q1: 21,622 shares; 2025Q2: 29,748 shares; 2025Q3: 29,973 shares; 2025Q4: 29,633 shares; 2026Q1: 29,485 shares; 2026Q2: 29,367 shares 29,367 $10.9M 3.34% -118 Timeline DFSD 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: 117,225 shares; 2024Q4: 141,404 shares; 2025Q1: 152,966 shares; 2025Q2: 162,174 shares; 2025Q3: 171,136 shares; 2025Q4: 181,953 shares; 2026Q1: 208,391 shares; 2026Q2: 217,274 shares 217,274 $10.4M 3.18% +8,883 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: 28,934 shares; 2024Q4: 29,455 shares; 2025Q1: 28,974 shares; 2025Q2: 27,575 shares; 2025Q3: 28,473 shares; 2025Q4: 27,921 shares; 2026Q1: 27,635 shares; 2026Q2: 27,366 shares 27,366 $8.3M 2.55% -269 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,127 shares; 2024Q4: 108,540 shares; 2025Q1: 115,974 shares; 2025Q2: 122,013 shares; 2025Q3: 127,399 shares; 2025Q4: 133,916 shares; 2026Q1: 152,291 shares; 2026Q2: 158,373 shares 158,373 $7.96M 2.44% +6,082 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 6,390 shares; 2025Q4: 14,208 shares; 2026Q1: 22,288 shares; 2026Q2: 24,931 shares 24,931 $7.13M 2.19% +2,643 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: 11,254 shares; 2024Q4: 10,880 shares; 2025Q1: 10,650 shares; 2025Q2: 9,716 shares; 2025Q3: 9,647 shares; 2025Q4: 9,492 shares; 2026Q1: 9,408 shares; 2026Q2: 9,355 shares 9,355 $6.43M 1.97% -53 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: 29,711 shares; 2024Q4: 29,516 shares; 2025Q1: 28,565 shares; 2025Q2: 26,418 shares; 2025Q3: 26,388 shares; 2025Q4: 26,306 shares; 2026Q1: 27,800 shares; 2026Q2: 27,690 shares 27,690 $6.03M 1.85% -110 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: 24,044 shares; 2024Q4: 25,424 shares; 2025Q1: 28,057 shares; 2025Q2: 31,995 shares; 2025Q3: 37,433 shares; 2025Q4: 38,269 shares; 2026Q1: 42,620 shares; 2026Q2: 44,311 shares 44,311 $4.27M 1.31% +1,691 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: 46,064 shares; 2024Q4: 46,856 shares; 2025Q1: 45,994 shares; 2025Q2: 55,122 shares; 2025Q3: 55,895 shares; 2025Q4: 55,842 shares; 2026Q1: 56,602 shares; 2026Q2: 55,990 shares 55,990 $3.99M 1.22% -612 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: 48,206 shares; 2024Q4: 48,869 shares; 2025Q1: 48,021 shares; 2025Q2: 44,449 shares; 2025Q3: 44,105 shares; 2025Q4: 43,782 shares; 2026Q1: 43,402 shares; 2026Q2: 42,532 shares 42,532 $3.56M 1.09% -870 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 21,015 shares; 2025Q4: 46,889 shares; 2026Q1: 70,614 shares; 2026Q2: 80,497 shares 80,497 $3M 0.92% +9,883 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,700 shares; 2024Q4: 39,477 shares; 2025Q1: 38,767 shares; 2025Q2: 38,685 shares; 2025Q3: 38,427 shares; 2025Q4: 36,737 shares; 2026Q1: 35,591 shares; 2026Q2: 35,382 shares 35,382 $2.96M 0.91% -209 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: 19,036 shares; 2024Q4: 19,722 shares; 2025Q1: 19,749 shares; 2025Q2: 18,704 shares; 2025Q3: 18,555 shares; 2025Q4: 18,653 shares; 2026Q1: 18,577 shares; 2026Q2: 18,431 shares 18,431 $2.84M 0.87% -146 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,533 shares; 2024Q4: 28,108 shares; 2025Q1: 27,668 shares; 2025Q2: 25,782 shares; 2025Q3: 25,607 shares; 2025Q4: 25,559 shares; 2026Q1: 24,840 shares; 2026Q2: 24,358 shares 24,358 $2.82M 0.86% -482 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: 60,596 shares; 2024Q4: 60,596 shares; 2025Q1: 61,978 shares; 2025Q2: 61,978 shares; 2025Q3: 61,978 shares; 2025Q4: 61,978 shares; 2026Q1: 61,978 shares; 2026Q2: 61,978 shares 61,978 $2.75M 0.84% 0 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 14,355 shares; 2025Q4: 32,479 shares; 2026Q1: 49,510 shares; 2026Q2: 56,018 shares 56,018 $2.69M 0.82% +6,508 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: 36,420 shares; 2024Q4: 39,007 shares; 2025Q1: 36,569 shares; 2025Q2: 31,825 shares; 2025Q3: 31,538 shares; 2025Q4: 29,399 shares; 2026Q1: 26,052 shares; 2026Q2: 25,993 shares 25,993 $2.57M 0.79% -59 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: 29,436 shares; 2024Q4: 27,139 shares; 2025Q1: 26,381 shares; 2025Q2: 39,881 shares; 2025Q3: 40,444 shares; 2025Q4: 40,274 shares; 2026Q1: 40,441 shares; 2026Q2: 40,351 shares 40,351 $2.41M 0.74% -90 Timeline BSV 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: 36,434 shares; 2024Q4: 35,546 shares; 2025Q1: 34,139 shares; 2025Q2: 31,746 shares; 2025Q3: 31,609 shares; 2025Q4: 30,916 shares; 2026Q1: 30,191 shares; 2026Q2: 29,607 shares 29,607 $2.31M 0.71% -584 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: not reported; 2024Q4: 3,730 shares; 2025Q1: 8,349 shares; 2025Q2: 16,459 shares; 2025Q3: 25,149 shares; 2025Q4: 25,838 shares; 2026Q1: 32,519 shares; 2026Q2: 34,554 shares 34,554 $2.3M 0.7% +2,035 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,224 shares; 2024Q4: 32,601 shares; 2025Q1: 31,418 shares; 2025Q2: 30,860 shares; 2025Q3: 30,557 shares; 2025Q4: 29,111 shares; 2026Q1: 27,132 shares; 2026Q2: 27,061 shares 27,061 $2.22M 0.68% -71 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,073 shares; 2024Q4: 29,526 shares; 2025Q1: 29,008 shares; 2025Q2: 26,831 shares; 2025Q3: 26,487 shares; 2025Q4: 26,298 shares; 2026Q1: 25,879 shares; 2026Q2: 25,639 shares 25,639 $2.19M 0.67% -240 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,770 shares; 2024Q4: 34,795 shares; 2025Q1: 34,439 shares; 2025Q2: 34,324 shares; 2025Q3: 34,830 shares; 2025Q4: 34,845 shares; 2026Q1: 34,128 shares; 2026Q2: 33,792 shares 33,792 $2.19M 0.67% -336 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,675 shares; 2024Q4: 25,852 shares; 2025Q1: 25,386 shares; 2025Q2: 23,126 shares; 2025Q3: 22,959 shares; 2025Q4: 23,083 shares; 2026Q1: 23,099 shares; 2026Q2: 23,125 shares 23,125 $2.05M 0.63% +26 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 11,866 shares; 2025Q4: 27,255 shares; 2026Q1: 41,795 shares; 2026Q2: 47,433 shares 47,433 $2.01M 0.62% +5,638 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: 2,652 shares; 2024Q4: 2,627 shares; 2025Q1: 2,616 shares; 2025Q2: 2,616 shares; 2025Q3: 2,622 shares; 2025Q4: 2,622 shares; 2026Q1: 2,622 shares; 2026Q2: 2,622 shares 2,622 $1.96M 0.6% 0 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: 17,103 shares; 2024Q4: 14,185 shares; 2025Q1: 14,770 shares; 2025Q2: 19,914 shares; 2025Q3: 19,804 shares; 2025Q4: 20,143 shares; 2026Q1: 20,470 shares; 2026Q2: 20,111 shares 20,111 $1.48M 0.45% -359 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,780 shares; 2024Q4: 24,356 shares; 2025Q1: 32,332 shares; 2025Q2: 50,038 shares; 2025Q3: 69,018 shares; 2025Q4: 75,225 shares; 2026Q1: 105,371 shares; 2026Q2: 123,890 shares 123,890 $1.3M 0.4% +18,519 Timeline VIOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,081 shares; 2025Q3: 10,511 shares; 2025Q4: 10,553 shares; 2026Q1: 10,559 shares; 2026Q2: 10,533 shares 10,533 $1.24M 0.38% -26 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 6,150 shares; 2025Q4: 13,815 shares; 2026Q1: 21,079 shares; 2026Q2: 23,465 shares 23,465 $1.17M 0.36% +2,386 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,310 shares; 2025Q2: 35,356 shares; 2025Q3: 52,866 shares; 2025Q4: 54,554 shares; 2026Q1: 72,973 shares; 2026Q2: 79,906 shares 79,906 $1.03M 0.32% +6,933 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,917 shares; 2025Q3: 19,028 shares; 2025Q4: 19,051 shares; 2026Q1: 19,051 shares; 2026Q2: 19,012 shares 19,012 $1.03M 0.32% -39 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: 1,142 shares; 2026Q1: 1,378 shares; 2026Q2: 860 shares 860 $993K 0.3% -518 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,425 shares; 2025Q2: 35,949 shares; 2025Q3: 54,442 shares; 2025Q4: 57,572 shares; 2026Q1: 77,771 shares; 2026Q2: 88,380 shares 88,380 $961K 0.29% +10,609 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,889 shares; 2025Q3: 4,274 shares; 2025Q4: 4,298 shares; 2026Q1: 4,298 shares; 2026Q2: 4,298 shares 4,298 $943K 0.29% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,573 shares; 2025Q3: 7,711 shares; 2025Q4: 8,510 shares; 2026Q1: 9,505 shares; 2026Q2: 10,034 shares 10,034 $891K 0.27% +529 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,784 shares; 2025Q3: 10,788 shares; 2025Q4: 10,803 shares; 2026Q1: 10,803 shares; 2026Q2: 10,803 shares 10,803 $889K 0.27% 0 Timeline BIV 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: 13,891 shares; 2024Q4: 11,163 shares; 2025Q1: 11,194 shares; 2025Q2: 10,785 shares; 2025Q3: 10,722 shares; 2025Q4: 10,806 shares; 2026Q1: 11,261 shares; 2026Q2: 11,208 shares 11,208 $860K 0.26% -53 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,083 shares; 2025Q2: 7,475 shares; 2025Q3: 11,193 shares; 2025Q4: 11,422 shares; 2026Q1: 13,649 shares; 2026Q2: 14,509 shares 14,509 $842K 0.26% +860 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,104 shares; 2025Q3: 3,565 shares; 2025Q4: 3,567 shares; 2026Q1: 3,630 shares; 2026Q2: 3,678 shares 3,678 $835K 0.26% +48 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,222 shares; 2025Q2: 5,928 shares; 2025Q3: 8,747 shares; 2025Q4: 8,539 shares; 2026Q1: 10,309 shares; 2026Q2: 10,884 shares 10,884 $778K 0.24% +575 Timeline REZ 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: 3,797 shares; 2025Q3: 5,789 shares; 2025Q4: 5,933 shares; 2026Q1: 7,548 shares; 2026Q2: 8,061 shares 8,061 $763K 0.23% +513 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,095 shares; 2026Q2: 1,062 shares 1,062 $678K 0.21% -33 Timeline DFSU 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: 7,770 shares; 2024Q4: 7,594 shares; 2025Q1: 7,768 shares; 2025Q2: 8,522 shares; 2025Q3: 9,187 shares; 2025Q4: 9,234 shares; 2026Q1: 14,112 shares; 2026Q2: 14,370 shares 14,370 $670K 0.21% +258 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,295 shares; 2025Q3: 24,540 shares; 2025Q4: 25,243 shares; 2026Q1: 33,039 shares; 2026Q2: 35,807 shares 35,807 $663K 0.2% +2,768 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,977 shares; 2025Q2: 16,297 shares; 2025Q3: 24,265 shares; 2025Q4: 24,867 shares; 2026Q1: 32,736 shares; 2026Q2: 35,923 shares 35,923 $617K 0.19% +3,187 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,426 shares; 2025Q3: 3,590 shares; 2025Q4: 3,703 shares; 2026Q1: 3,615 shares; 2026Q2: 4,520 shares 4,520 $612K 0.19% +905 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 241 shares; 2026Q1: 334 shares; 2026Q2: 301 shares 301 $597K 0.18% -33 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,946 shares; 2024Q4: 2,857 shares; 2025Q1: 2,837 shares; 2025Q2: 2,837 shares; 2025Q3: 2,837 shares; 2025Q4: 2,837 shares; 2026Q1: 2,837 shares; 2026Q2: 2,837 shares 2,837 $567K 0.17% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,888 shares; 2024Q4: 21,215 shares; 2025Q1: 42,333 shares; 2025Q2: 81,186 shares; 2025Q3: 137,260 shares; 2025Q4: 150,479 shares; 2026Q1: 212,817 shares; 2026Q2: 241,586 shares 241,586 $558K 0.17% +28,769 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: 1,188 shares; 2026Q1: 1,188 shares; 2026Q2: 1,188 shares 1,188 $515K 0.16% 0 Timeline DFSI 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: 6,533 shares; 2024Q4: 6,616 shares; 2025Q1: 6,993 shares; 2025Q2: 6,709 shares; 2025Q3: 7,104 shares; 2025Q4: 7,536 shares; 2026Q1: 10,975 shares; 2026Q2: 11,250 shares 11,250 $507K 0.16% +275 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL 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: 7,165 shares; 2026Q1: 10,358 shares; 2026Q2: 7,766 shares 7,766 $498K 0.15% -2,592 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 10,454 shares; 2026Q2: 11,247 shares 11,247 $459K 0.14% +793 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: 7,016 shares; 2024Q4: 5,463 shares; 2025Q1: 5,466 shares; 2025Q2: 5,226 shares; 2025Q3: 5,827 shares; 2025Q4: 5,903 shares; 2026Q1: 5,884 shares; 2026Q2: 5,779 shares 5,779 $457K 0.14% -105 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 1,149 shares; 2026Q1: 1,534 shares; 2026Q2: 1,534 shares 1,534 $444K 0.14% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,131 shares; 2025Q4: 4,159 shares; 2026Q1: 4,755 shares; 2026Q2: 3,855 shares 3,855 $437K 0.13% -900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 798 shares; 2025Q3: 873 shares; 2025Q4: 836 shares; 2026Q1: 1,516 shares; 2026Q2: 1,044 shares 1,044 $389K 0.12% -472 Timeline PCG PG&E CORP More: the full row for PG&E 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: 14,673 shares; 2025Q4: 18,286 shares; 2026Q1: 26,266 shares; 2026Q2: 22,449 shares 22,449 $378K 0.12% -3,817 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,105 shares; 2025Q2: 4,105 shares; 2025Q3: 4,983 shares; 2025Q4: 4,992 shares; 2026Q1: 4,969 shares; 2026Q2: 1,859 shares 1,859 $372K 0.11% -3,110 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB 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: 5,520 shares; 2026Q1: 7,723 shares; 2026Q2: 6,383 shares 6,383 $368K 0.11% -1,340 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,438 shares 1,438 $366K 0.11% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 746 shares; 2026Q2: 746 shares 746 $361K 0.11% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 4,745 shares; 2026Q2: 4,792 shares 4,792 $357K 0.11% +47 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: 7,045 shares; 2025Q4: 7,045 shares; 2026Q1: 6,844 shares; 2026Q2: 2,512 shares 2,512 $351K 0.11% -4,332 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 5,201 shares; 2026Q2: 5,201 shares 5,201 $345K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: not reported; 2026Q1: 2,194 shares; 2026Q2: 2,324 shares 2,324 $333K 0.1% +130 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,078 shares; 2024Q4: 7,009 shares; 2025Q1: 7,086 shares; 2025Q2: 6,911 shares; 2025Q3: 6,875 shares; 2025Q4: 7,069 shares; 2026Q1: 6,869 shares; 2026Q2: 6,830 shares 6,830 $331K 0.1% -39 Timeline CB CHUBB LIMITED More: the full row for CHUBB 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: 898 shares; 2026Q1: 893 shares; 2026Q2: 914 shares 914 $311K 0.1% +21 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: 263 shares; 2026Q2: 263 shares 263 $309K 0.09% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 489 shares 489 $302K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares; 2026Q1: 2,330 shares; 2026Q2: 2,340 shares 2,340 $301K 0.09% +10 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,304 shares 1,304 $298K 0.09% new Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 786 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948 $297K 0.09% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 491 shares; 2026Q1: 623 shares; 2026Q2: 536 shares 536 $273K 0.08% -87 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 513 shares 513 $257K 0.08% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,046 shares; 2024Q4: 3,070 shares; 2025Q1: 3,082 shares; 2025Q2: 2,896 shares; 2025Q3: 2,839 shares; 2025Q4: 2,607 shares; 2026Q1: 2,616 shares; 2026Q2: 2,616 shares 2,616 $255K 0.08% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 899 shares; 2026Q1: 558 shares; 2026Q2: 112 shares 112 $255K 0.08% -446 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES 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: not reported; 2026Q2: 4,888 shares 4,888 $244K 0.07% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 3,531 shares; 2026Q2: 2,416 shares 2,416 $244K 0.07% -1,115 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275 shares 275 $228K 0.07% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,747 shares 2,747 $227K 0.07% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,532 shares 1,532 $225K 0.07% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 5,254 shares 5,254 $224K 0.07% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,316 shares 1,316 $219K 0.07% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 3,005 shares 3,005 $217K 0.07% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 1,284 shares 1,284 $217K 0.07% +184 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 918 shares; 2026Q2: 573 shares 573 $214K 0.07% -345 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,157 shares; 2026Q2: 8,455 shares 8,455 $214K 0.07% -1,702 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 298 shares 298 $213K 0.07% new Timeline NTRA NATERA INC More: the full row for NATERA 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: 774 shares 774 $210K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,311 shares 3,311 $208K 0.06% new Timeline CIEN CIENA CORP More: the full row for CIENA 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: 418 shares 418 $205K 0.06% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,666 shares 1,666 $205K 0.06% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,221 shares 1,221 $204K 0.06% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $201K 0.06% new Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG 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: 10,647 shares 10,647 $113K 0.03% new Timeline SVC SERVICE PPTYS TR More: the full row for SERVICE PPTYS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,055 shares; 2024Q4: not reported; 2025Q1: 11,018 shares; 2025Q2: 11,067 shares; 2025Q3: 10,764 shares; 2025Q4: 10,825 shares; 2026Q1: 11,140 shares; 2026Q2: 10,876 shares 10,876 $18.4K 0.01% -264 Timeline ALIT ALIGHT INC More: the full row for ALIGHT 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: 10,182 shares 10,182 $5.7K <0.01% new Timeline