SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,011 shares; 2024Q4: 208,903 shares; 2025Q1: 181,609 shares; 2025Q2: 260,709 shares; 2025Q3: 384,792 shares; 2025Q4: 569,208 shares; 2026Q1: 628,778 shares; 2026Q2: 672,284 shares 672,284 $67.7M 7.67% +43,506 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: 174,987 shares; 2024Q4: 174,992 shares; 2025Q1: 173,521 shares; 2025Q2: 185,072 shares; 2025Q3: 194,916 shares; 2025Q4: 192,425 shares; 2026Q1: 192,855 shares; 2026Q2: 193,182 shares 193,182 $55.9M 6.33% +327 Timeline SCHO 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: 731,317 shares; 2024Q4: 1,489,093 shares; 2025Q1: 1,616,486 shares; 2025Q2: 1,772,706 shares; 2025Q3: 1,912,784 shares; 2025Q4: 1,952,052 shares; 2026Q1: 2,176,741 shares; 2026Q2: 2,304,888 shares 2,304,888 $55.6M 6.31% +128,147 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: 582,067 shares; 2024Q4: 599,856 shares; 2025Q1: 634,751 shares; 2025Q2: 676,493 shares; 2025Q3: 713,164 shares; 2025Q4: 749,732 shares; 2026Q1: 798,022 shares; 2026Q2: 896,427 shares 896,427 $39.8M 4.51% +98,405 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: 445,182 shares; 2024Q4: 445,065 shares; 2025Q1: 473,678 shares; 2025Q2: 512,976 shares; 2025Q3: 544,306 shares; 2025Q4: 583,917 shares; 2026Q1: 607,270 shares; 2026Q2: 681,788 shares 681,788 $36.8M 4.17% +74,518 Timeline DFAE 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: 572,793 shares; 2024Q4: 589,437 shares; 2025Q1: 594,954 shares; 2025Q2: 632,947 shares; 2025Q3: 666,821 shares; 2025Q4: 713,808 shares; 2026Q1: 765,800 shares; 2026Q2: 808,884 shares 808,884 $32.5M 3.69% +43,084 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: 6,075 shares; 2024Q4: 7,296 shares; 2025Q1: 21,166 shares; 2025Q2: 117,980 shares; 2025Q3: 122,101 shares; 2025Q4: 124,741 shares; 2026Q1: 132,995 shares; 2026Q2: 147,777 shares 147,777 $32.2M 3.65% +14,782 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: 585,486 shares; 2024Q4: 608,073 shares; 2025Q1: 616,273 shares; 2025Q2: 643,467 shares; 2025Q3: 684,509 shares; 2025Q4: 733,079 shares; 2026Q1: 687,837 shares; 2026Q2: 755,888 shares 755,888 $31.2M 3.53% +68,051 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: 127,242 shares; 2024Q4: 136,687 shares; 2025Q1: 142,575 shares; 2025Q2: 144,758 shares; 2025Q3: 157,277 shares; 2025Q4: 165,858 shares; 2026Q1: 187,111 shares; 2026Q2: 205,798 shares 205,798 $15.8M 1.79% +18,687 Timeline DFAT 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: 176,149 shares; 2024Q4: 176,927 shares; 2025Q1: 181,281 shares; 2025Q2: 187,170 shares; 2025Q3: 196,446 shares; 2025Q4: 200,956 shares; 2026Q1: 210,687 shares; 2026Q2: 225,571 shares 225,571 $15.8M 1.79% +14,884 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: 66,437 shares; 2024Q4: 68,361 shares; 2025Q1: 70,290 shares; 2025Q2: 72,099 shares; 2025Q3: 71,478 shares; 2025Q4: 67,182 shares; 2026Q1: 74,382 shares; 2026Q2: 77,999 shares 77,999 $15.6M 1.77% +3,617 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,109 shares; 2024Q4: 103,183 shares; 2025Q1: 109,048 shares; 2025Q2: 114,147 shares; 2025Q3: 116,858 shares; 2025Q4: 120,283 shares; 2026Q1: 122,532 shares; 2026Q2: 124,900 shares 124,900 $14.9M 1.69% +2,368 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: 26,296 shares; 2024Q4: 28,868 shares; 2025Q1: 27,836 shares; 2025Q2: 27,760 shares; 2025Q3: 27,010 shares; 2025Q4: 35,693 shares; 2026Q1: 37,065 shares; 2026Q2: 37,586 shares 37,586 $13.9M 1.58% +521 Timeline GNR 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: 77,875 shares; 2024Q4: 57,520 shares; 2025Q1: 101,626 shares; 2025Q2: 117,468 shares; 2025Q3: 126,685 shares; 2025Q4: 137,787 shares; 2026Q1: 154,272 shares; 2026Q2: 178,050 shares 178,050 $12M 1.36% +23,778 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: 194,108 shares; 2024Q4: 205,618 shares; 2025Q1: 228,269 shares; 2025Q2: 241,724 shares; 2025Q3: 260,993 shares; 2025Q4: 278,778 shares; 2026Q1: 314,993 shares; 2026Q2: 350,601 shares 350,601 $12M 1.36% +35,608 Timeline DFLV 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: 180,617 shares; 2024Q4: 190,519 shares; 2025Q1: 210,764 shares; 2025Q2: 219,547 shares; 2025Q3: 226,813 shares; 2025Q4: 233,400 shares; 2026Q1: 248,840 shares; 2026Q2: 300,749 shares 300,749 $11.9M 1.35% +51,909 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: 197,897 shares; 2024Q4: 202,834 shares; 2025Q1: 222,194 shares; 2025Q2: 231,608 shares; 2025Q3: 235,458 shares; 2025Q4: 239,999 shares; 2026Q1: 224,596 shares; 2026Q2: 245,841 shares 245,841 $10.3M 1.16% +21,245 Timeline FLRN 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: 225,633 shares; 2024Q4: 231,132 shares; 2025Q1: 254,367 shares; 2025Q2: 270,370 shares; 2025Q3: 285,577 shares; 2025Q4: 297,130 shares; 2026Q1: 315,206 shares; 2026Q2: 330,908 shares 330,908 $10.2M 1.16% +15,702 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,164 shares; 2024Q4: 48,154 shares; 2025Q1: 69,123 shares; 2025Q2: 84,638 shares; 2025Q3: 84,981 shares; 2025Q4: 83,727 shares; 2026Q1: 92,695 shares; 2026Q2: 92,293 shares 92,293 $9.93M 1.13% -402 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,793 shares; 2024Q4: 56,455 shares; 2025Q1: 65,947 shares; 2025Q2: 70,803 shares; 2025Q3: 74,013 shares; 2025Q4: 76,115 shares; 2026Q1: 86,911 shares; 2026Q2: 90,335 shares 90,335 $9.85M 1.12% +3,424 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: 96,004 shares; 2024Q4: 91,876 shares; 2025Q1: 98,101 shares; 2025Q2: 98,338 shares; 2025Q3: 100,511 shares; 2025Q4: 101,887 shares; 2026Q1: 104,155 shares; 2026Q2: 125,744 shares 125,744 $9.49M 1.08% +21,589 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: 14,876 shares; 2024Q4: 14,942 shares; 2025Q1: 14,735 shares; 2025Q2: 15,670 shares; 2025Q3: 15,371 shares; 2025Q4: 15,278 shares; 2026Q1: 18,903 shares; 2026Q2: 26,616 shares 26,616 $9.4M 1.07% +7,713 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,997 shares; 2026Q2: 74,449 shares 74,449 $7.96M 0.9% +15,452 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,684 shares; 2024Q4: 55,385 shares; 2025Q1: 71,396 shares; 2025Q2: 62,899 shares; 2025Q3: 65,029 shares; 2025Q4: 80,588 shares; 2026Q1: 71,197 shares; 2026Q2: 83,736 shares 83,736 $7.67M 0.87% +12,539 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 73,317 shares 73,317 $7.3M 0.83% new 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: 49,780 shares; 2024Q4: 57,377 shares; 2025Q1: 63,909 shares; 2025Q2: 64,401 shares; 2025Q3: 65,040 shares; 2025Q4: 65,720 shares; 2026Q1: 69,569 shares; 2026Q2: 85,758 shares 85,758 $7.18M 0.81% +16,189 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,587 shares; 2026Q2: 91,173 shares 91,173 $7.02M 0.8% +15,586 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: 120,426 shares; 2024Q4: 128,038 shares; 2025Q1: 151,972 shares; 2025Q2: 158,507 shares; 2025Q3: 173,168 shares; 2025Q4: 183,939 shares; 2026Q1: 211,300 shares; 2026Q2: 239,851 shares 239,851 $6.62M 0.75% +28,551 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: 30,527 shares; 2024Q4: 29,557 shares; 2025Q1: 29,769 shares; 2025Q2: 29,697 shares; 2025Q3: 28,818 shares; 2025Q4: 28,630 shares; 2026Q1: 27,986 shares; 2026Q2: 27,571 shares 27,571 $6.52M 0.74% -415 Timeline DFIC 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: 14,262 shares; 2024Q4: 27,605 shares; 2025Q1: 80,594 shares; 2025Q2: 101,560 shares; 2025Q3: 119,450 shares; 2025Q4: 130,297 shares; 2026Q1: 151,701 shares; 2026Q2: 159,534 shares 159,534 $5.94M 0.67% +7,833 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: 11,575 shares; 2024Q4: 11,941 shares; 2025Q1: 11,374 shares; 2025Q2: 11,778 shares; 2025Q3: 11,960 shares; 2025Q4: 12,079 shares; 2026Q1: 8,005 shares; 2026Q2: 8,041 shares 8,041 $5.92M 0.67% +36 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,004 shares; 2024Q4: 16,089 shares; 2025Q1: 40,904 shares; 2025Q2: 39,342 shares; 2025Q3: 39,410 shares; 2025Q4: 36,155 shares; 2026Q1: 30,001 shares; 2026Q2: 27,763 shares 27,763 $5.61M 0.64% -2,238 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: 5,820 shares; 2024Q4: 5,895 shares; 2025Q1: 6,108 shares; 2025Q2: 6,059 shares; 2025Q3: 6,123 shares; 2025Q4: 7,403 shares; 2026Q1: 8,235 shares; 2026Q2: 10,302 shares 10,302 $5.16M 0.58% +2,067 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: 8,936 shares; 2024Q4: 9,309 shares; 2025Q1: 9,731 shares; 2025Q2: 9,879 shares; 2025Q3: 9,984 shares; 2025Q4: 10,505 shares; 2026Q1: 11,844 shares; 2026Q2: 13,587 shares 13,587 $5.07M 0.57% +1,743 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: 7,738 shares; 2024Q4: 9,249 shares; 2025Q1: 10,012 shares; 2025Q2: 11,300 shares; 2025Q3: 11,877 shares; 2025Q4: 21,585 shares; 2026Q1: 19,736 shares; 2026Q2: 21,192 shares 21,192 $5.05M 0.57% +1,456 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: 28,833 shares; 2024Q4: 29,194 shares; 2025Q1: 97,144 shares; 2025Q2: 100,686 shares; 2025Q3: 99,231 shares; 2025Q4: 100,356 shares; 2026Q1: 99,369 shares; 2026Q2: 96,362 shares 96,362 $4.98M 0.56% -3,007 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: 2,915 shares; 2025Q2: 5,378 shares; 2025Q3: 5,407 shares; 2025Q4: 5,244 shares; 2026Q1: 5,305 shares; 2026Q2: 4,311 shares 4,311 $4.98M 0.56% -994 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: 25,354 shares; 2024Q4: 29,301 shares; 2025Q1: 79,489 shares; 2025Q2: 98,494 shares; 2025Q3: 101,125 shares; 2025Q4: 102,897 shares; 2026Q1: 114,788 shares; 2026Q2: 120,851 shares 120,851 $4.91M 0.56% +6,063 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,539 shares; 2026Q1: 54,857 shares; 2026Q2: 84,826 shares 84,826 $4.68M 0.53% +29,969 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: 15,748 shares; 2024Q4: 16,546 shares; 2025Q1: 15,937 shares; 2025Q2: 16,548 shares; 2025Q3: 18,023 shares; 2025Q4: 18,164 shares; 2026Q1: 18,725 shares; 2026Q2: 17,735 shares 17,735 $4.31M 0.49% -990 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: 6,633 shares; 2024Q4: 6,936 shares; 2025Q1: 8,968 shares; 2025Q2: 9,231 shares; 2025Q3: 8,980 shares; 2025Q4: 8,918 shares; 2026Q1: 8,753 shares; 2026Q2: 34,574 shares 34,574 $4.29M 0.49% +25,821 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,543 shares; 2024Q4: 20,592 shares; 2025Q1: 20,233 shares; 2025Q2: 19,770 shares; 2025Q3: 19,152 shares; 2025Q4: 18,917 shares; 2026Q1: 17,351 shares; 2026Q2: 16,893 shares 16,893 $4.1M 0.46% -458 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: 5,539 shares; 2024Q4: 5,741 shares; 2025Q1: 6,563 shares; 2025Q2: 7,171 shares; 2025Q3: 7,532 shares; 2025Q4: 7,693 shares; 2026Q1: 9,215 shares; 2026Q2: 10,304 shares 10,304 $3.68M 0.42% +1,089 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,912 shares; 2024Q4: 12,629 shares; 2025Q1: 11,811 shares; 2025Q2: 11,654 shares; 2025Q3: 11,574 shares; 2025Q4: 10,687 shares; 2026Q1: 9,364 shares; 2026Q2: 9,761 shares 9,761 $3.6M 0.41% +397 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,860 shares; 2024Q4: 51,503 shares; 2025Q1: 50,156 shares; 2025Q2: 47,253 shares; 2025Q3: 44,751 shares; 2025Q4: 44,888 shares; 2026Q1: 39,240 shares; 2026Q2: 37,152 shares 37,152 $3.43M 0.39% -2,088 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: 8,362 shares; 2024Q4: 8,362 shares; 2025Q1: 8,362 shares; 2025Q2: 8,319 shares; 2025Q3: 8,115 shares; 2025Q4: 8,115 shares; 2026Q1: 8,312 shares; 2026Q2: 8,312 shares 8,312 $3.4M 0.39% 0 Timeline TLT 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: 5,243 shares; 2025Q3: 20,057 shares; 2025Q4: 55,948 shares; 2026Q1: 59,592 shares; 2026Q2: 39,376 shares 39,376 $3.4M 0.39% -20,216 Timeline BKLN 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: 64,845 shares; 2025Q2: 71,270 shares; 2025Q3: 102,894 shares; 2025Q4: 127,140 shares; 2026Q1: 141,620 shares; 2026Q2: 163,389 shares 163,389 $3.33M 0.38% +21,769 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: 4,478 shares; 2024Q4: 4,534 shares; 2025Q1: 4,776 shares; 2025Q2: 4,304 shares; 2025Q3: 4,003 shares; 2025Q4: 4,396 shares; 2026Q1: 4,305 shares; 2026Q2: 4,218 shares 4,218 $3.15M 0.36% -87 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: 14,950 shares; 2024Q4: 13,017 shares; 2025Q1: 12,911 shares; 2025Q2: 12,901 shares; 2025Q3: 12,701 shares; 2025Q4: 17,835 shares; 2026Q1: 20,203 shares; 2026Q2: 35,191 shares 35,191 $3.01M 0.34% +14,988 Timeline SCHK 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: 14,200 shares; 2025Q1: 39,766 shares; 2025Q2: 39,851 shares; 2025Q3: 39,919 shares; 2025Q4: 40,009 shares; 2026Q1: 41,192 shares; 2026Q2: 82,447 shares 82,447 $2.97M 0.34% +41,255 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,824 shares; 2025Q2: 46,777 shares; 2025Q3: 62,305 shares; 2025Q4: 80,322 shares; 2026Q1: 92,087 shares; 2026Q2: 108,384 shares 108,384 $2.71M 0.31% +16,297 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,051 shares; 2024Q4: 86,417 shares; 2025Q1: 83,083 shares; 2025Q2: 80,061 shares; 2025Q3: 77,372 shares; 2025Q4: 75,432 shares; 2026Q1: 70,980 shares; 2026Q2: 69,696 shares 69,696 $2.66M 0.3% -1,284 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,579 shares; 2024Q4: 58,579 shares; 2025Q1: 58,579 shares; 2025Q2: 58,579 shares; 2025Q3: 58,579 shares; 2025Q4: 58,579 shares; 2026Q1: 58,579 shares; 2026Q2: 58,579 shares 58,579 $2.47M 0.28% 0 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: 1,807 shares; 2024Q4: 1,815 shares; 2025Q1: not reported; 2025Q2: 4,639 shares; 2025Q3: 4,520 shares; 2025Q4: 4,072 shares; 2026Q1: 4,588 shares; 2026Q2: 4,163 shares 4,163 $2.42M 0.27% -425 Timeline CALF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,448 shares; 2025Q4: 34,214 shares; 2026Q1: 47,245 shares; 2026Q2: 46,868 shares 46,868 $2.37M 0.27% -377 Timeline KNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 72,132 shares; 2026Q1: 72,132 shares; 2026Q2: 71,132 shares 71,132 $2.26M 0.26% -1,000 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,719 shares; 2024Q4: 70,859 shares; 2025Q1: 65,403 shares; 2025Q2: 64,799 shares; 2025Q3: 63,726 shares; 2025Q4: 64,020 shares; 2026Q1: 54,099 shares; 2026Q2: 53,632 shares 53,632 $2.22M 0.25% -467 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,015 shares; 2025Q1: 53,610 shares; 2025Q2: 60,457 shares; 2025Q3: 79,057 shares; 2025Q4: 122,823 shares; 2026Q1: 154,044 shares; 2026Q2: 185,270 shares 185,270 $2.21M 0.25% +31,226 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,253 shares; 2025Q1: 2,989 shares; 2025Q2: 3,132 shares; 2025Q3: 2,903 shares; 2025Q4: 2,671 shares; 2026Q1: 3,147 shares; 2026Q2: 3,175 shares 3,175 $2.18M 0.25% +28 Timeline SPTS 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: 60,270 shares; 2024Q4: 60,665 shares; 2025Q1: 55,276 shares; 2025Q2: 56,209 shares; 2025Q3: 50,169 shares; 2025Q4: 46,902 shares; 2026Q1: 47,745 shares; 2026Q2: 74,173 shares 74,173 $2.15M 0.24% +26,428 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,356 shares; 2024Q4: 4,378 shares; 2025Q1: 5,660 shares; 2025Q2: 6,296 shares; 2025Q3: 6,288 shares; 2025Q4: 16,081 shares; 2026Q1: 16,942 shares; 2026Q2: 18,012 shares 18,012 $1.99M 0.23% +1,070 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,430 shares; 2024Q4: 56,430 shares; 2025Q1: 56,430 shares; 2025Q2: 60,308 shares; 2025Q3: 60,308 shares; 2025Q4: 60,308 shares; 2026Q1: 60,308 shares; 2026Q2: 63,347 shares 63,347 $1.97M 0.22% +3,039 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: 23,029 shares; 2024Q4: 24,276 shares; 2025Q1: 28,560 shares; 2025Q2: 29,224 shares; 2025Q3: 29,896 shares; 2025Q4: 30,213 shares; 2026Q1: 30,809 shares; 2026Q2: 32,027 shares 32,027 $1.91M 0.22% +1,218 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: 14,040 shares; 2024Q4: 16,940 shares; 2025Q1: 15,102 shares; 2025Q2: 17,455 shares; 2025Q3: 24,876 shares; 2025Q4: 28,765 shares; 2026Q1: 30,100 shares; 2026Q2: 41,988 shares 41,988 $1.89M 0.21% +11,888 Timeline DFAW 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: 7,901 shares; 2024Q4: 18,954 shares; 2025Q1: 12,863 shares; 2025Q2: 14,827 shares; 2025Q3: 20,679 shares; 2025Q4: 23,133 shares; 2026Q1: 21,708 shares; 2026Q2: 22,327 shares 22,327 $1.85M 0.21% +619 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,307 shares; 2024Q4: 17,826 shares; 2025Q1: 15,664 shares; 2025Q2: 21,052 shares; 2025Q3: 21,172 shares; 2025Q4: 20,435 shares; 2026Q1: 20,222 shares; 2026Q2: 19,681 shares 19,681 $1.84M 0.21% -541 Timeline DFSV 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: 35,728 shares; 2025Q2: 35,407 shares; 2025Q3: 41,382 shares; 2025Q4: 41,306 shares; 2026Q1: 47,014 shares; 2026Q2: 46,157 shares 46,157 $1.79M 0.2% -857 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: 416 shares; 2024Q4: 787 shares; 2025Q1: 788 shares; 2025Q2: 849 shares; 2025Q3: 819 shares; 2025Q4: 825 shares; 2026Q1: 1,347 shares; 2026Q2: 1,469 shares 1,469 $1.76M 0.2% +122 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: 40,145 shares; 2024Q4: 42,624 shares; 2025Q1: 43,029 shares; 2025Q2: 52,428 shares; 2025Q3: 44,589 shares; 2025Q4: 43,917 shares; 2026Q1: 46,178 shares; 2026Q2: 47,594 shares 47,594 $1.75M 0.2% +1,416 Timeline CMF 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: 15,932 shares; 2025Q2: 24,954 shares; 2025Q3: 26,591 shares; 2025Q4: 26,591 shares; 2026Q1: 25,717 shares; 2026Q2: 30,381 shares 30,381 $1.75M 0.2% +4,664 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076 shares; 2024Q4: 1,079 shares; 2025Q1: 1,100 shares; 2025Q2: 1,720 shares; 2025Q3: 1,754 shares; 2025Q4: 1,767 shares; 2026Q1: 1,694 shares; 2026Q2: 1,728 shares 1,728 $1.75M 0.2% +34 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: 11,793 shares; 2024Q4: 11,676 shares; 2025Q1: 10,186 shares; 2025Q2: 10,206 shares; 2025Q3: 10,050 shares; 2025Q4: 10,406 shares; 2026Q1: 12,055 shares; 2026Q2: 14,472 shares 14,472 $1.7M 0.19% +2,417 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: 9,835 shares; 2025Q1: 9,944 shares; 2025Q2: 9,174 shares; 2025Q3: 8,335 shares; 2025Q4: 7,859 shares; 2026Q1: 7,883 shares; 2026Q2: 9,998 shares 9,998 $1.7M 0.19% +2,115 Timeline EMLC 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: 8,255 shares; 2025Q4: 14,305 shares; 2026Q1: 57,709 shares; 2026Q2: 65,524 shares 65,524 $1.67M 0.19% +7,815 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,234 shares; 2025Q1: not reported; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 14,827 shares; 2026Q1: 14,424 shares; 2026Q2: 14,336 shares 14,336 $1.67M 0.19% -88 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: 8,434 shares; 2024Q4: 15,433 shares; 2025Q1: 19,271 shares; 2025Q2: 19,292 shares; 2025Q3: 22,301 shares; 2025Q4: 22,240 shares; 2026Q1: 23,845 shares; 2026Q2: 23,451 shares 23,451 $1.67M 0.19% -394 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,379 shares; 2024Q4: 11,395 shares; 2025Q1: 11,396 shares; 2025Q2: 11,379 shares; 2025Q3: 11,377 shares; 2025Q4: 11,245 shares; 2026Q1: 11,234 shares; 2026Q2: 11,237 shares 11,237 $1.64M 0.19% +3 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,722 shares; 2024Q4: 24,248 shares; 2025Q1: 22,513 shares; 2025Q2: 25,352 shares; 2025Q3: 25,469 shares; 2025Q4: 25,381 shares; 2026Q1: 21,962 shares; 2026Q2: 21,766 shares 21,766 $1.64M 0.19% -196 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: 3,200 shares; 2024Q4: 3,240 shares; 2025Q1: 2,998 shares; 2025Q2: 2,998 shares; 2025Q3: 2,998 shares; 2025Q4: 3,051 shares; 2026Q1: 3,050 shares; 2026Q2: 18,297 shares 18,297 $1.58M 0.18% +15,247 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: 5,107 shares; 2024Q4: 5,210 shares; 2025Q1: 4,532 shares; 2025Q2: 4,373 shares; 2025Q3: 4,348 shares; 2025Q4: 4,317 shares; 2026Q1: 4,062 shares; 2026Q2: 4,373 shares 4,373 $1.5M 0.17% +311 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,780 shares; 2024Q4: 37,780 shares; 2025Q1: 37,780 shares; 2025Q2: 37,780 shares; 2025Q3: 37,719 shares; 2025Q4: 36,837 shares; 2026Q1: 33,995 shares; 2026Q2: 32,595 shares 32,595 $1.49M 0.17% -1,400 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: 4,130 shares; 2024Q4: 4,370 shares; 2025Q1: 5,444 shares; 2025Q2: 5,589 shares; 2025Q3: 5,723 shares; 2025Q4: 5,735 shares; 2026Q1: 5,574 shares; 2026Q2: 5,744 shares 5,744 $1.46M 0.17% +170 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: 2,007 shares; 2024Q4: 2,023 shares; 2025Q1: 1,968 shares; 2025Q2: 2,032 shares; 2025Q3: 2,011 shares; 2025Q4: 2,406 shares; 2026Q1: 2,556 shares; 2026Q2: 2,581 shares 2,581 $1.45M 0.16% +25 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: 35,862 shares; 2024Q4: 42,835 shares; 2025Q1: 22,826 shares; 2025Q2: 26,038 shares; 2025Q3: 29,170 shares; 2025Q4: 28,935 shares; 2026Q1: 30,778 shares; 2026Q2: 30,454 shares 30,454 $1.42M 0.16% -324 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,160 shares; 2024Q4: 24,624 shares; 2025Q1: 24,156 shares; 2025Q2: 24,565 shares; 2025Q3: 26,047 shares; 2025Q4: 26,207 shares; 2026Q1: 29,706 shares; 2026Q2: 28,516 shares 28,516 $1.41M 0.16% -1,190 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: 11,994 shares; 2024Q4: 11,910 shares; 2025Q1: 11,428 shares; 2025Q2: 11,568 shares; 2025Q3: 11,443 shares; 2025Q4: 10,376 shares; 2026Q1: 12,637 shares; 2026Q2: 12,080 shares 12,080 $1.4M 0.16% -557 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: 3,058 shares; 2024Q4: 3,051 shares; 2025Q1: 3,813 shares; 2025Q2: 3,969 shares; 2025Q3: 3,909 shares; 2025Q4: 4,385 shares; 2026Q1: 4,001 shares; 2026Q2: 4,261 shares 4,261 $1.39M 0.16% +260 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: 1,771 shares; 2024Q4: 1,801 shares; 2025Q1: 5,175 shares; 2025Q2: 5,245 shares; 2025Q3: 5,469 shares; 2025Q4: 5,528 shares; 2026Q1: 5,130 shares; 2026Q2: 5,140 shares 5,140 $1.39M 0.16% +10 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: 4,125 shares; 2024Q4: 6,269 shares; 2025Q1: 7,690 shares; 2025Q2: 8,264 shares; 2025Q3: 10,372 shares; 2025Q4: 13,506 shares; 2026Q1: 13,496 shares; 2026Q2: 13,777 shares 13,777 $1.36M 0.15% +281 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: 1,800 shares; 2024Q4: 3,300 shares; 2025Q1: 3,141 shares; 2025Q2: 3,214 shares; 2025Q3: 3,068 shares; 2025Q4: 2,795 shares; 2026Q1: 3,219 shares; 2026Q2: 3,582 shares 3,582 $1.35M 0.15% +363 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,439 shares; 2025Q1: 1,502 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,662 shares; 2026Q1: 2,447 shares; 2026Q2: 2,820 shares 2,820 $1.35M 0.15% +373 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: 8,551 shares; 2024Q4: 8,819 shares; 2025Q1: 9,299 shares; 2025Q2: 9,215 shares; 2025Q3: 8,811 shares; 2025Q4: 9,029 shares; 2026Q1: 9,026 shares; 2026Q2: 9,024 shares 9,024 $1.34M 0.15% -2 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 75,368 shares; 2026Q2: 72,868 shares 72,868 $1.32M 0.15% -2,500 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,443 shares; 2024Q4: 29,443 shares; 2025Q1: 32,079 shares; 2025Q2: 40,084 shares; 2025Q3: 39,331 shares; 2025Q4: 39,331 shares; 2026Q1: 39,331 shares; 2026Q2: 39,331 shares 39,331 $1.31M 0.15% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 5,583 shares; 2026Q1: 5,987 shares; 2026Q2: 4,379 shares 4,379 $1.3M 0.15% -1,608 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: 1,858 shares; 2024Q4: 1,829 shares; 2025Q1: 1,056 shares; 2025Q2: 1,913 shares; 2025Q3: 1,114 shares; 2025Q4: 1,134 shares; 2026Q1: 1,122 shares; 2026Q2: 1,224 shares 1,224 $1.3M 0.15% +102 Timeline TOST TOAST INC More: the full row for TOAST 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: 46,784 shares; 2026Q1: 46,779 shares; 2026Q2: 46,771 shares 46,771 $1.3M 0.15% -8 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,970 shares; 2024Q4: 24,970 shares; 2025Q1: 24,970 shares; 2025Q2: 24,670 shares; 2025Q3: 24,420 shares; 2025Q4: 23,620 shares; 2026Q1: 22,610 shares; 2026Q2: 13,470 shares 13,470 $1.3M 0.15% -9,140 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: 3,864 shares; 2024Q4: 3,864 shares; 2025Q1: 10,459 shares; 2025Q2: 11,324 shares; 2025Q3: 16,420 shares; 2025Q4: 19,082 shares; 2026Q1: 19,263 shares; 2026Q2: 22,220 shares 22,220 $1.25M 0.14% +2,957 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: 5,013 shares; 2024Q4: 5,106 shares; 2025Q1: 8,387 shares; 2025Q2: 8,529 shares; 2025Q3: 8,540 shares; 2025Q4: 8,549 shares; 2026Q1: 8,596 shares; 2026Q2: 7,972 shares 7,972 $1.25M 0.14% -624 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,156 shares; 2024Q4: 30,156 shares; 2025Q1: 30,156 shares; 2025Q2: 30,156 shares; 2025Q3: 30,156 shares; 2025Q4: 30,156 shares; 2026Q1: 30,156 shares; 2026Q2: 30,156 shares 30,156 $1.23M 0.14% 0 Timeline MOAT 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: 196,305 shares; 2024Q4: 203,183 shares; 2025Q1: 198,410 shares; 2025Q2: 15,947 shares; 2025Q3: 13,524 shares; 2025Q4: 12,796 shares; 2026Q1: 11,461 shares; 2026Q2: 11,457 shares 11,457 $1.19M 0.13% -4 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: 12,390 shares; 2024Q4: 12,277 shares; 2025Q1: 12,645 shares; 2025Q2: 12,699 shares; 2025Q3: 13,367 shares; 2025Q4: 13,705 shares; 2026Q1: 13,409 shares; 2026Q2: 13,903 shares 13,903 $1.15M 0.13% +494 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: 6,747 shares; 2025Q4: 6,994 shares; 2026Q1: 7,201 shares; 2026Q2: 8,223 shares 8,223 $1.15M 0.13% +1,022 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,800 shares; 2024Q4: 23,800 shares; 2025Q1: 25,693 shares; 2025Q2: 26,025 shares; 2025Q3: 26,025 shares; 2025Q4: 26,025 shares; 2026Q1: 29,243 shares; 2026Q2: 29,243 shares 29,243 $1.13M 0.13% 0 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: 4,173 shares; 2025Q1: 3,923 shares; 2025Q2: 4,073 shares; 2025Q3: 3,720 shares; 2025Q4: 3,270 shares; 2026Q1: 2,779 shares; 2026Q2: 2,572 shares 2,572 $1.11M 0.13% -207 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: 6,981 shares; 2024Q4: 7,012 shares; 2025Q1: 7,036 shares; 2025Q2: 7,253 shares; 2025Q3: 7,036 shares; 2025Q4: 12,348 shares; 2026Q1: 13,030 shares; 2026Q2: 12,537 shares 12,537 $1.1M 0.12% -493 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,279 shares; 2025Q1: 18,597 shares; 2025Q2: 18,786 shares; 2025Q3: 18,786 shares; 2025Q4: 28,995 shares; 2026Q1: 28,995 shares; 2026Q2: 28,995 shares 28,995 $1.07M 0.12% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: 16,313 shares; 2026Q1: 17,907 shares; 2026Q2: 20,561 shares 20,561 $1.07M 0.12% +2,654 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: 1,313 shares; 2024Q4: 1,282 shares; 2025Q1: 1,390 shares; 2025Q2: 1,380 shares; 2025Q3: 1,394 shares; 2025Q4: 1,422 shares; 2026Q1: 1,514 shares; 2026Q2: 1,413 shares 1,413 $1.06M 0.12% -101 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,031 shares; 2024Q4: 20,928 shares; 2025Q1: 19,589 shares; 2025Q2: 19,197 shares; 2025Q3: 18,836 shares; 2025Q4: 19,033 shares; 2026Q1: 19,070 shares; 2026Q2: 19,721 shares 19,721 $1.05M 0.12% +651 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,915 shares; 2026Q2: 20,371 shares 20,371 $1.03M 0.12% +7,456 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: not reported; 2024Q4: not reported; 2025Q1: 7,004 shares; 2025Q2: 8,119 shares; 2025Q3: 12,467 shares; 2025Q4: 20,018 shares; 2026Q1: 23,124 shares; 2026Q2: 24,439 shares 24,439 $1.02M 0.12% +1,315 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,025 shares; 2024Q4: 42,218 shares; 2025Q1: 42,218 shares; 2025Q2: 39,975 shares; 2025Q3: 39,833 shares; 2025Q4: 42,003 shares; 2026Q1: 41,977 shares; 2026Q2: 38,136 shares 38,136 $1.02M 0.12% -3,841 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,257 shares; 2024Q4: 24,257 shares; 2025Q1: 24,257 shares; 2025Q2: 24,257 shares; 2025Q3: 24,257 shares; 2025Q4: 24,257 shares; 2026Q1: 24,257 shares; 2026Q2: 24,257 shares 24,257 $1M 0.11% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,600 shares; 2025Q1: 3,320 shares; 2025Q2: 3,526 shares; 2025Q3: 3,505 shares; 2025Q4: 3,502 shares; 2026Q1: 3,108 shares; 2026Q2: 2,309 shares 2,309 $996K 0.11% -799 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 1,095 shares; 2025Q1: 1,251 shares; 2025Q2: 1,262 shares; 2025Q3: 2,089 shares; 2025Q4: 2,149 shares; 2026Q1: 2,098 shares; 2026Q2: 2,273 shares 2,273 $969K 0.11% +175 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,930 shares; 2024Q4: 27,930 shares; 2025Q1: 23,705 shares; 2025Q2: 23,705 shares; 2025Q3: 23,705 shares; 2025Q4: 23,705 shares; 2026Q1: 22,775 shares; 2026Q2: 22,775 shares 22,775 $962K 0.11% 0 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,526 shares; 2025Q2: 18,526 shares; 2025Q3: 18,526 shares; 2025Q4: 25,622 shares; 2026Q1: 25,622 shares; 2026Q2: 22,702 shares 22,702 $946K 0.11% -2,920 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: 2,733 shares; 2024Q4: 2,705 shares; 2025Q1: 2,462 shares; 2025Q2: 2,254 shares; 2025Q3: 2,068 shares; 2025Q4: 2,207 shares; 2026Q1: 1,968 shares; 2026Q2: 2,248 shares 2,248 $946K 0.11% +280 Timeline DCOR 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: 10,447 shares; 2025Q1: 10,474 shares; 2025Q2: 10,511 shares; 2025Q3: 10,346 shares; 2025Q4: 10,761 shares; 2026Q1: 11,214 shares; 2026Q2: 11,494 shares 11,494 $942K 0.11% +280 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,338 shares; 2024Q4: 19,338 shares; 2025Q1: 19,338 shares; 2025Q2: 19,338 shares; 2025Q3: 19,337 shares; 2025Q4: 19,337 shares; 2026Q1: 19,337 shares; 2026Q2: 19,003 shares 19,003 $928K 0.11% -334 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,171 shares; 2024Q4: 1,103 shares; 2025Q1: 2,445 shares; 2025Q2: 2,625 shares; 2025Q3: 2,645 shares; 2025Q4: 2,673 shares; 2026Q1: 2,444 shares; 2026Q2: 2,525 shares 2,525 $914K 0.1% +81 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,245 shares; 2025Q1: 6,245 shares; 2025Q2: 3,355 shares; 2025Q3: 2,355 shares; 2025Q4: 15,886 shares; 2026Q1: 5,269 shares; 2026Q2: 5,771 shares 5,771 $912K 0.1% +502 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: 1,297 shares; 2024Q4: 1,297 shares; 2025Q1: 2,675 shares; 2025Q2: 3,177 shares; 2025Q3: 2,828 shares; 2025Q4: 2,833 shares; 2026Q1: 2,829 shares; 2026Q2: 11,321 shares 11,321 $912K 0.1% +8,492 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: 19,458 shares; 2024Q4: 18,271 shares; 2025Q1: 20,834 shares; 2025Q2: 13,904 shares; 2025Q3: 14,294 shares; 2025Q4: 15,003 shares; 2026Q1: 14,422 shares; 2026Q2: 15,858 shares 15,858 $904K 0.1% +1,436 Timeline VYMI 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: not reported; 2025Q2: not reported; 2025Q3: 4,845 shares; 2025Q4: 5,351 shares; 2026Q1: 8,666 shares; 2026Q2: 9,174 shares 9,174 $901K 0.1% +508 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: 19,867 shares; 2024Q4: 20,000 shares; 2025Q1: 18,355 shares; 2025Q2: 18,205 shares; 2025Q3: 17,903 shares; 2025Q4: 18,821 shares; 2026Q1: 14,844 shares; 2026Q2: 15,222 shares 15,222 $898K 0.1% +378 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: 1,139 shares; 2024Q4: 1,039 shares; 2025Q1: 995 shares; 2025Q2: 977 shares; 2025Q3: 968 shares; 2025Q4: 10,200 shares; 2026Q1: 11,522 shares; 2026Q2: 12,325 shares 12,325 $880K 0.1% +803 Timeline DEXC 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: 5,691 shares; 2025Q3: 5,691 shares; 2025Q4: 6,477 shares; 2026Q1: 10,781 shares; 2026Q2: 10,515 shares 10,515 $869K 0.1% -266 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: 1,229 shares; 2024Q4: 2,275 shares; 2025Q1: 2,245 shares; 2025Q2: 2,384 shares; 2025Q3: 3,217 shares; 2025Q4: 2,866 shares; 2026Q1: 2,961 shares; 2026Q2: 2,826 shares 2,826 $857K 0.1% -135 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,905 shares; 2024Q4: 9,973 shares; 2025Q1: 10,133 shares; 2025Q2: 12,335 shares; 2025Q3: 11,664 shares; 2025Q4: 11,509 shares; 2026Q1: 11,438 shares; 2026Q2: 10,966 shares 10,966 $835K 0.09% -472 Timeline SOXX 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: 713 shares; 2026Q1: 730 shares; 2026Q2: 1,301 shares 1,301 $833K 0.09% +571 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: 4,656 shares; 2024Q4: 4,783 shares; 2025Q1: 4,254 shares; 2025Q2: 4,620 shares; 2025Q3: 4,965 shares; 2025Q4: 4,630 shares; 2026Q1: 4,776 shares; 2026Q2: 4,787 shares 4,787 $794K 0.09% +11 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,050 shares; 2024Q4: 7,106 shares; 2025Q1: 6,905 shares; 2025Q2: 6,951 shares; 2025Q3: 6,835 shares; 2025Q4: 7,213 shares; 2026Q1: 7,891 shares; 2026Q2: 7,165 shares 7,165 $778K 0.09% -726 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,238 shares; 2024Q4: 24,238 shares; 2025Q1: 24,238 shares; 2025Q2: 24,238 shares; 2025Q3: 24,238 shares; 2025Q4: 24,238 shares; 2026Q1: 24,238 shares; 2026Q2: 22,041 shares 22,041 $774K 0.09% -2,197 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: 6,582 shares; 2024Q4: 6,871 shares; 2025Q1: 6,746 shares; 2025Q2: 7,267 shares; 2025Q3: 7,249 shares; 2025Q4: 7,382 shares; 2026Q1: 4,530 shares; 2026Q2: 6,015 shares 6,015 $773K 0.09% +1,485 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: 1,687 shares; 2024Q4: 1,683 shares; 2025Q1: 1,790 shares; 2025Q2: 1,855 shares; 2025Q3: 1,844 shares; 2025Q4: 1,897 shares; 2026Q1: 2,019 shares; 2026Q2: 2,174 shares 2,174 $767K 0.09% +155 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: not reported; 2024Q4: not reported; 2025Q1: 4,589 shares; 2025Q2: 4,607 shares; 2025Q3: 4,611 shares; 2025Q4: 4,620 shares; 2026Q1: 4,639 shares; 2026Q2: 4,647 shares 4,647 $761K 0.09% +8 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 17,423 shares; 2025Q2: 17,423 shares; 2025Q3: 17,423 shares; 2025Q4: 17,423 shares; 2026Q1: 22,552 shares; 2026Q2: 24,472 shares 24,472 $745K 0.08% +1,920 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,787 shares; 2025Q1: 3,852 shares; 2025Q2: 4,012 shares; 2025Q3: 3,436 shares; 2025Q4: 3,444 shares; 2026Q1: 3,486 shares; 2026Q2: 3,365 shares 3,365 $744K 0.08% -121 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: 280 shares; 2024Q4: 314 shares; 2025Q1: 305 shares; 2025Q2: 308 shares; 2025Q3: 317 shares; 2025Q4: 690 shares; 2026Q1: 713 shares; 2026Q2: 780 shares 780 $730K 0.08% +67 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,624 shares; 2024Q4: 5,116 shares; 2025Q1: 4,315 shares; 2025Q2: 3,915 shares; 2025Q3: 3,697 shares; 2025Q4: 3,398 shares; 2026Q1: 4,511 shares; 2026Q2: 4,581 shares 4,581 $718K 0.08% +70 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: 4,150 shares; 2025Q2: 4,502 shares; 2025Q3: 4,268 shares; 2025Q4: 4,180 shares; 2026Q1: 3,828 shares; 2026Q2: 4,066 shares 4,066 $717K 0.08% +238 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,337 shares; 2025Q2: 15,337 shares; 2025Q3: 15,337 shares; 2025Q4: 20,526 shares; 2026Q1: 20,526 shares; 2026Q2: 20,526 shares 20,526 $704K 0.08% 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: not reported; 2025Q3: 261 shares; 2025Q4: 273 shares; 2026Q1: 350 shares; 2026Q2: 345 shares 345 $686K 0.08% -5 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,352 shares; 2024Q4: 10,404 shares; 2025Q1: 9,540 shares; 2025Q2: 9,358 shares; 2025Q3: 9,409 shares; 2025Q4: 9,127 shares; 2026Q1: 6,667 shares; 2026Q2: 6,239 shares 6,239 $683K 0.08% -428 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: 3,617 shares; 2024Q4: 3,694 shares; 2025Q1: 4,131 shares; 2025Q2: 4,102 shares; 2025Q3: 4,138 shares; 2025Q4: 4,295 shares; 2026Q1: 4,132 shares; 2026Q2: 4,638 shares 4,638 $680K 0.08% +506 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,744 shares; 2024Q4: 7,744 shares; 2025Q1: 7,744 shares; 2025Q2: 7,745 shares; 2025Q3: 7,744 shares; 2025Q4: 7,744 shares; 2026Q1: 7,744 shares; 2026Q2: 7,744 shares 7,744 $679K 0.08% 0 Timeline RWO 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: 23,707 shares; 2024Q4: 24,359 shares; 2025Q1: 21,385 shares; 2025Q2: 22,115 shares; 2025Q3: 22,754 shares; 2025Q4: 23,630 shares; 2026Q1: 14,484 shares; 2026Q2: 13,635 shares 13,635 $678K 0.08% -849 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,288 shares; 2024Q4: 8,288 shares; 2025Q1: 10,329 shares; 2025Q2: 16,548 shares; 2025Q3: 15,965 shares; 2025Q4: 15,965 shares; 2026Q1: 15,965 shares; 2026Q2: 15,965 shares 15,965 $674K 0.08% 0 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: 10,860 shares; 2024Q4: 12,360 shares; 2025Q1: 12,340 shares; 2025Q2: 10,613 shares; 2025Q3: 9,526 shares; 2025Q4: 7,872 shares; 2026Q1: 7,705 shares; 2026Q2: 7,480 shares 7,480 $662K 0.08% -225 Timeline GLW CORNING INC More: the full row for CORNING 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: 2,664 shares; 2025Q4: 2,664 shares; 2026Q1: 2,566 shares; 2026Q2: 2,585 shares 2,585 $660K 0.07% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,585 shares; 2026Q2: 13,384 shares 13,384 $648K 0.07% +799 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: 3,236 shares; 2024Q4: 2,953 shares; 2025Q1: 2,951 shares; 2025Q2: 3,057 shares; 2025Q3: 3,114 shares; 2025Q4: 3,272 shares; 2026Q1: 3,286 shares; 2026Q2: 3,272 shares 3,272 $647K 0.07% -14 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,519 shares; 2025Q3: 2,944 shares; 2025Q4: 2,742 shares; 2026Q1: 1,803 shares; 2026Q2: 1,735 shares 1,735 $633K 0.07% -68 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: not reported; 2024Q4: not reported; 2025Q1: 2,953 shares; 2025Q2: 2,929 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,414 shares; 2026Q2: 8,588 shares 8,588 $630K 0.07% -2,826 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,547 shares; 2024Q4: 7,798 shares; 2025Q1: 7,965 shares; 2025Q2: 8,247 shares; 2025Q3: 8,022 shares; 2025Q4: 8,547 shares; 2026Q1: 8,718 shares; 2026Q2: 9,043 shares 9,043 $629K 0.07% +325 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: 3,722 shares; 2025Q4: 3,373 shares; 2026Q1: 2,818 shares; 2026Q2: 1,875 shares 1,875 $628K 0.07% -943 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,546 shares; 2024Q4: 2,651 shares; 2025Q1: 2,690 shares; 2025Q2: 2,414 shares; 2025Q3: 2,415 shares; 2025Q4: 2,310 shares; 2026Q1: 2,279 shares; 2026Q2: 3,951 shares 3,951 $627K 0.07% +1,672 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,351 shares; 2024Q4: 8,654 shares; 2025Q1: 8,749 shares; 2025Q2: 8,778 shares; 2025Q3: 7,690 shares; 2025Q4: 8,069 shares; 2026Q1: 6,654 shares; 2026Q2: 6,686 shares 6,686 $624K 0.07% +32 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,898 shares; 2024Q4: 3,979 shares; 2025Q1: 3,595 shares; 2025Q2: 3,642 shares; 2025Q3: 3,849 shares; 2025Q4: 3,677 shares; 2026Q1: 3,892 shares; 2026Q2: 3,929 shares 3,929 $616K 0.07% +37 Timeline DFSE 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: 8,355 shares; 2024Q4: 10,143 shares; 2025Q1: 8,271 shares; 2025Q2: 8,849 shares; 2025Q3: 9,534 shares; 2025Q4: 10,514 shares; 2026Q1: 11,074 shares; 2026Q2: 12,550 shares 12,550 $613K 0.07% +1,476 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: 639 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 828 shares; 2026Q1: 787 shares; 2026Q2: 719 shares 719 $597K 0.07% -68 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: 5,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,474 shares; 2025Q3: 4,474 shares; 2025Q4: 4,473 shares; 2026Q1: 7,663 shares; 2026Q2: 8,677 shares 8,677 $594K 0.07% +1,014 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,245 shares; 2024Q4: 9,337 shares; 2025Q1: 9,278 shares; 2025Q2: 9,759 shares; 2025Q3: 9,838 shares; 2025Q4: 9,591 shares; 2026Q1: 9,125 shares; 2026Q2: 9,704 shares 9,704 $586K 0.07% +579 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,478 shares; 2024Q4: 9,478 shares; 2025Q1: 9,478 shares; 2025Q2: 9,478 shares; 2025Q3: 9,478 shares; 2025Q4: 9,478 shares; 2026Q1: 9,478 shares; 2026Q2: 15,022 shares 15,022 $579K 0.07% +5,544 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: 688 shares; 2026Q2: 799 shares 799 $578K 0.07% +111 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,690 shares; 2025Q4: 5,791 shares; 2026Q1: 5,608 shares; 2026Q2: 5,553 shares 5,553 $574K 0.07% -55 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754 shares; 2024Q4: 1,852 shares; 2025Q1: 2,957 shares; 2025Q2: 1,642 shares; 2025Q3: 1,628 shares; 2025Q4: 1,653 shares; 2026Q1: 1,694 shares; 2026Q2: 4,201 shares 4,201 $569K 0.06% +2,507 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 438 shares; 2026Q1: 1,032 shares; 2026Q2: 1,123 shares 1,123 $563K 0.06% +91 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: 5,764 shares; 2024Q4: 5,360 shares; 2025Q1: 5,361 shares; 2025Q2: 5,361 shares; 2025Q3: 5,361 shares; 2025Q4: 5,860 shares; 2026Q1: 5,860 shares; 2026Q2: 5,860 shares 5,860 $559K 0.06% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,538 shares; 2024Q4: 3,484 shares; 2025Q1: 5,950 shares; 2025Q2: 6,311 shares; 2025Q3: 6,688 shares; 2025Q4: 6,785 shares; 2026Q1: 6,891 shares; 2026Q2: 7,073 shares 7,073 $553K 0.06% +182 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,863 shares; 2025Q3: 4,273 shares; 2025Q4: 4,692 shares; 2026Q1: 4,712 shares; 2026Q2: 3,293 shares 3,293 $552K 0.06% -1,419 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW 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: 17,431 shares; 2025Q4: 17,401 shares; 2026Q1: 17,366 shares; 2026Q2: 17,358 shares 17,358 $547K 0.06% -8 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,884 shares; 2025Q2: 2,150 shares; 2025Q3: 2,153 shares; 2025Q4: 2,199 shares; 2026Q1: 2,101 shares; 2026Q2: 2,205 shares 2,205 $543K 0.06% +104 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,402 shares; 2025Q1: 15,966 shares; 2025Q2: 15,988 shares; 2025Q3: 18,366 shares; 2025Q4: 18,465 shares; 2026Q1: 18,465 shares; 2026Q2: 19,588 shares 19,588 $543K 0.06% +1,123 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,212 shares; 2026Q1: 14,204 shares; 2026Q2: 14,208 shares 14,208 $541K 0.06% +4 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: 6,631 shares; 2024Q4: 6,726 shares; 2025Q1: 5,672 shares; 2025Q2: 5,867 shares; 2025Q3: 6,048 shares; 2025Q4: 5,972 shares; 2026Q1: 5,963 shares; 2026Q2: 6,614 shares 6,614 $538K 0.06% +651 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: not reported; 2024Q4: 3,591 shares; 2025Q1: not reported; 2025Q2: 3,580 shares; 2025Q3: 3,418 shares; 2025Q4: 6,928 shares; 2026Q1: 7,553 shares; 2026Q2: 6,920 shares 6,920 $534K 0.06% -633 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: not reported; 2025Q1: 3,504 shares; 2025Q2: 3,516 shares; 2025Q3: 3,969 shares; 2025Q4: 3,517 shares; 2026Q1: 3,524 shares; 2026Q2: 3,964 shares 3,964 $524K 0.06% +440 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 4,155 shares; 2025Q2: 4,155 shares; 2025Q3: 5,655 shares; 2025Q4: 4,445 shares; 2026Q1: 4,445 shares; 2026Q2: 4,445 shares 4,445 $522K 0.06% 0 Timeline DFCA 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: 5,336 shares; 2024Q4: 7,205 shares; 2025Q1: 14,384 shares; 2025Q2: 14,384 shares; 2025Q3: 10,397 shares; 2025Q4: 10,397 shares; 2026Q1: 10,397 shares; 2026Q2: 10,397 shares 10,397 $522K 0.06% 0 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,090 shares; 2024Q4: 11,919 shares; 2025Q1: 12,639 shares; 2025Q2: 12,639 shares; 2025Q3: 12,670 shares; 2025Q4: 12,670 shares; 2026Q1: 10,400 shares; 2026Q2: 11,124 shares 11,124 $520K 0.06% +724 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,371 shares; 2024Q4: 24,049 shares; 2025Q1: 22,785 shares; 2025Q2: 22,976 shares; 2025Q3: 27,499 shares; 2025Q4: 28,106 shares; 2026Q1: 27,700 shares; 2026Q2: 27,194 shares 27,194 $520K 0.06% -506 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: 3,332 shares; 2024Q4: 3,430 shares; 2025Q1: 3,430 shares; 2025Q2: 3,430 shares; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares; 2026Q1: 3,515 shares; 2026Q2: 3,515 shares 3,515 $519K 0.06% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,665 shares; 2025Q2: 21,161 shares; 2025Q3: 22,973 shares; 2025Q4: 24,055 shares; 2026Q1: 24,388 shares; 2026Q2: 25,023 shares 25,023 $518K 0.06% +635 Timeline VNM 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: 29,498 shares; 2024Q4: 27,032 shares; 2025Q1: 27,820 shares; 2025Q2: 27,107 shares; 2025Q3: 25,698 shares; 2025Q4: 25,090 shares; 2026Q1: 27,958 shares; 2026Q2: 27,793 shares 27,793 $513K 0.06% -165 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,341 shares; 2026Q2: 1,300 shares 1,300 $512K 0.06% -41 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 13,699 shares; 2026Q1: 13,699 shares; 2026Q2: 13,699 shares 13,699 $512K 0.06% 0 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: 10,640 shares; 2025Q4: 10,454 shares; 2026Q1: 8,002 shares; 2026Q2: 7,711 shares 7,711 $511K 0.06% -291 Timeline DFEV 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: 12,381 shares; 2024Q4: 12,184 shares; 2025Q1: 12,280 shares; 2025Q2: 12,307 shares; 2025Q3: 12,271 shares; 2025Q4: 12,163 shares; 2026Q1: 12,090 shares; 2026Q2: 11,873 shares 11,873 $507K 0.06% -217 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,706 shares; 2024Q4: 16,088 shares; 2025Q1: 14,973 shares; 2025Q2: 15,047 shares; 2025Q3: 15,439 shares; 2025Q4: 16,346 shares; 2026Q1: 15,538 shares; 2026Q2: 15,699 shares 15,699 $502K 0.06% +161 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,582 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,999 shares; 2025Q4: 1,999 shares; 2026Q1: 1,999 shares; 2026Q2: 1,999 shares 1,999 $492K 0.06% 0 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 15,798 shares; 2025Q4: 15,798 shares; 2026Q1: 15,798 shares; 2026Q2: 15,798 shares 15,798 $487K 0.06% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,441 shares; 2024Q4: 1,380 shares; 2025Q1: 1,246 shares; 2025Q2: 1,284 shares; 2025Q3: 1,276 shares; 2025Q4: 1,394 shares; 2026Q1: 1,377 shares; 2026Q2: 1,475 shares 1,475 $487K 0.06% +98 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,553 shares 2,553 $486K 0.06% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012 shares; 2024Q4: 1,903 shares; 2025Q1: 1,862 shares; 2025Q2: 2,033 shares; 2025Q3: 2,067 shares; 2025Q4: 2,102 shares; 2026Q1: 2,034 shares; 2026Q2: 2,030 shares 2,030 $484K 0.05% -4 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,495 shares; 2025Q4: 10,741 shares; 2026Q1: 10,681 shares; 2026Q2: 11,042 shares 11,042 $483K 0.05% +361 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: 2,862 shares; 2024Q4: 2,766 shares; 2025Q1: 2,834 shares; 2025Q2: 2,891 shares; 2025Q3: 3,287 shares; 2025Q4: 3,610 shares; 2026Q1: 3,696 shares; 2026Q2: 4,241 shares 4,241 $480K 0.05% +545 Timeline DFSB 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: 5,058 shares; 2024Q4: 5,075 shares; 2025Q1: 5,264 shares; 2025Q2: 5,277 shares; 2025Q3: 8,164 shares; 2025Q4: 8,543 shares; 2026Q1: 9,111 shares; 2026Q2: 9,201 shares 9,201 $479K 0.05% +90 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,799 shares; 2024Q4: 10,799 shares; 2025Q1: 10,799 shares; 2025Q2: 10,799 shares; 2025Q3: 10,799 shares; 2025Q4: 10,799 shares; 2026Q1: 10,799 shares; 2026Q2: 10,799 shares 10,799 $479K 0.05% 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: 2,478 shares; 2024Q4: 2,477 shares; 2025Q1: 1,804 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,581 shares; 2026Q1: 1,580 shares; 2026Q2: 1,580 shares 1,580 $479K 0.05% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 2,414 shares; 2025Q3: 2,262 shares; 2025Q4: 2,023 shares; 2026Q1: 1,981 shares; 2026Q2: 2,026 shares 2,026 $478K 0.05% +45 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,563 shares; 2025Q1: not reported; 2025Q2: 8,713 shares; 2025Q3: 9,235 shares; 2025Q4: 9,688 shares; 2026Q1: 9,688 shares; 2026Q2: 9,688 shares 9,688 $477K 0.05% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,450 shares; 2026Q1: 2,865 shares; 2026Q2: 2,536 shares 2,536 $477K 0.05% -329 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,108 shares; 2025Q2: 3,108 shares; 2025Q3: 3,994 shares; 2025Q4: 4,668 shares; 2026Q1: 4,687 shares; 2026Q2: 4,699 shares 4,699 $473K 0.05% +12 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 247 shares; 2025Q1: 361 shares; 2025Q2: 356 shares; 2025Q3: 363 shares; 2025Q4: 383 shares; 2026Q1: 251 shares; 2026Q2: 277 shares 277 $470K 0.05% +26 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,482 shares; 2025Q1: 3,505 shares; 2025Q2: 3,599 shares; 2025Q3: 3,555 shares; 2025Q4: 3,613 shares; 2026Q1: 3,446 shares; 2026Q2: 3,428 shares 3,428 $469K 0.05% -18 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: 6,804 shares; 2024Q4: 6,594 shares; 2025Q1: 6,173 shares; 2025Q2: 6,388 shares; 2025Q3: 6,365 shares; 2025Q4: 6,626 shares; 2026Q1: 6,391 shares; 2026Q2: 6,510 shares 6,510 $468K 0.05% +119 Timeline HEWJ 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: 7,222 shares 7,222 $466K 0.05% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,059 shares; 2025Q2: 2,080 shares; 2025Q3: 2,127 shares; 2025Q4: 2,215 shares; 2026Q1: 2,296 shares; 2026Q2: 2,429 shares 2,429 $461K 0.05% +133 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,496 shares; 2024Q4: 2,777 shares; 2025Q1: 4,032 shares; 2025Q2: 4,082 shares; 2025Q3: 4,142 shares; 2025Q4: 4,257 shares; 2026Q1: 4,537 shares; 2026Q2: 4,755 shares 4,755 $458K 0.05% +218 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,254 shares; 2025Q4: 5,254 shares; 2026Q1: 4,656 shares; 2026Q2: 4,499 shares 4,499 $457K 0.05% -157 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,390 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,112 shares 10,112 $456K 0.05% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,945 shares; 2024Q4: 5,225 shares; 2025Q1: 4,764 shares; 2025Q2: 4,830 shares; 2025Q3: 4,892 shares; 2025Q4: 5,009 shares; 2026Q1: 4,947 shares; 2026Q2: 4,778 shares 4,778 $454K 0.05% -169 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: 5,067 shares; 2024Q4: 4,772 shares; 2025Q1: 4,503 shares; 2025Q2: 7,191 shares; 2025Q3: 8,262 shares; 2025Q4: 8,024 shares; 2026Q1: 7,631 shares; 2026Q2: 7,846 shares 7,846 $452K 0.05% +215 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,165 shares; 2024Q4: 1,164 shares; 2025Q1: 1,228 shares; 2025Q2: 1,312 shares; 2025Q3: 1,390 shares; 2025Q4: 1,469 shares; 2026Q1: 1,441 shares; 2026Q2: 1,416 shares 1,416 $451K 0.05% -25 Timeline VSGX 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: 4,385 shares; 2024Q4: 4,478 shares; 2025Q1: 4,460 shares; 2025Q2: 4,395 shares; 2025Q3: 4,387 shares; 2025Q4: 4,442 shares; 2026Q1: 5,175 shares; 2026Q2: 5,470 shares 5,470 $450K 0.05% +295 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,386 shares; 2025Q3: 3,422 shares; 2025Q4: 3,651 shares; 2026Q1: 3,354 shares; 2026Q2: 3,464 shares 3,464 $449K 0.05% +110 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,048 shares 4,048 $447K 0.05% new Timeline TRN TRINITY INDS INC More: the full row for TRINITY 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: 13,549 shares; 2025Q4: 14,014 shares; 2026Q1: 13,300 shares; 2026Q2: 12,866 shares 12,866 $445K 0.05% -434 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: 4,525 shares; 2025Q2: 5,130 shares; 2025Q3: 5,785 shares; 2025Q4: 5,904 shares; 2026Q1: 5,865 shares; 2026Q2: 6,068 shares 6,068 $439K 0.05% +203 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: 6,618 shares; 2025Q4: 8,085 shares; 2026Q1: 7,785 shares; 2026Q2: 7,745 shares 7,745 $436K 0.05% -40 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,748 shares; 2025Q1: 2,850 shares; 2025Q2: 3,070 shares; 2025Q3: 3,309 shares; 2025Q4: 3,260 shares; 2026Q1: 3,171 shares; 2026Q2: 3,427 shares 3,427 $434K 0.05% +256 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: 2,774 shares; 2024Q4: 4,168 shares; 2025Q1: 4,652 shares; 2025Q2: 4,875 shares; 2025Q3: 5,207 shares; 2025Q4: 5,327 shares; 2026Q1: 5,281 shares; 2026Q2: 5,566 shares 5,566 $434K 0.05% +285 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,776 shares; 2025Q2: 12,776 shares; 2025Q3: 12,776 shares; 2025Q4: 12,776 shares; 2026Q1: 13,757 shares; 2026Q2: 13,757 shares 13,757 $430K 0.05% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,726 shares; 2025Q4: 11,721 shares; 2026Q1: 11,771 shares; 2026Q2: 11,690 shares 11,690 $430K 0.05% -81 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: 2,193 shares; 2024Q4: 2,161 shares; 2025Q1: 1,976 shares; 2025Q2: 2,093 shares; 2025Q3: 2,116 shares; 2025Q4: 2,172 shares; 2026Q1: 2,136 shares; 2026Q2: 1,525 shares 1,525 $429K 0.05% -611 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,374 shares; 2024Q4: 12,501 shares; 2025Q1: 12,678 shares; 2025Q2: 10,212 shares; 2025Q3: 10,174 shares; 2025Q4: 10,123 shares; 2026Q1: 9,421 shares; 2026Q2: 9,421 shares 9,421 $429K 0.05% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,707 shares; 2025Q4: 7,968 shares; 2026Q1: 6,615 shares; 2026Q2: 6,788 shares 6,788 $427K 0.05% +173 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,103 shares; 2025Q1: 7,503 shares; 2025Q2: 7,403 shares; 2025Q3: 7,403 shares; 2025Q4: 7,403 shares; 2026Q1: 7,226 shares; 2026Q2: 7,929 shares 7,929 $425K 0.05% +703 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL 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: 3,556 shares; 2026Q2: 3,841 shares 3,841 $424K 0.05% +285 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,872 shares; 2024Q4: 4,802 shares; 2025Q1: not reported; 2025Q2: 4,156 shares; 2025Q3: 4,917 shares; 2025Q4: 4,999 shares; 2026Q1: 4,807 shares; 2026Q2: 4,863 shares 4,863 $422K 0.05% +56 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 79,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,353 shares; 2026Q1: 6,353 shares; 2026Q2: 6,353 shares 6,353 $420K 0.05% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: 2,015 shares; 2025Q1: not reported; 2025Q2: 1,836 shares; 2025Q3: 1,818 shares; 2025Q4: 1,879 shares; 2026Q1: 1,958 shares; 2026Q2: 2,026 shares 2,026 $419K 0.05% +68 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,432 shares; 2024Q4: 8,432 shares; 2025Q1: 8,432 shares; 2025Q2: 8,432 shares; 2025Q3: 8,432 shares; 2025Q4: 8,432 shares; 2026Q1: 8,432 shares; 2026Q2: 8,432 shares 8,432 $417K 0.05% 0 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,789 shares; 2024Q4: 37,715 shares; 2025Q1: 33,511 shares; 2025Q2: 33,934 shares; 2025Q3: 33,792 shares; 2025Q4: 33,721 shares; 2026Q1: 35,538 shares; 2026Q2: 36,687 shares 36,687 $415K 0.05% +1,149 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 1,803 shares 1,803 $409K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,368 shares; 2026Q2: 4,928 shares 4,928 $408K 0.05% +1,560 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 4,067 shares 4,067 $404K 0.05% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,754 shares; 2024Q4: 6,388 shares; 2025Q1: 3,124 shares; 2025Q2: 2,712 shares; 2025Q3: 2,703 shares; 2025Q4: 2,642 shares; 2026Q1: 2,605 shares; 2026Q2: 2,751 shares 2,751 $398K 0.05% +146 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,031 shares; 2025Q2: 9,106 shares; 2025Q3: 9,106 shares; 2025Q4: 9,106 shares; 2026Q1: 9,206 shares; 2026Q2: 9,206 shares 9,206 $396K 0.04% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,982 shares; 2024Q4: 2,003 shares; 2025Q1: 1,169 shares; 2025Q2: 1,244 shares; 2025Q3: 1,253 shares; 2025Q4: 1,313 shares; 2026Q1: 1,334 shares; 2026Q2: 1,451 shares 1,451 $395K 0.04% +117 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 2,119 shares; 2026Q2: 1,559 shares 1,559 $395K 0.04% -560 Timeline SCMB 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: 40,081 shares; 2025Q1: 20,578 shares; 2025Q2: 12,844 shares; 2025Q3: 17,283 shares; 2025Q4: 14,993 shares; 2026Q1: 14,993 shares; 2026Q2: 15,271 shares 15,271 $394K 0.04% +278 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,990 shares; 2025Q1: 11,990 shares; 2025Q2: 11,990 shares; 2025Q3: 13,838 shares; 2025Q4: 13,838 shares; 2026Q1: 13,006 shares; 2026Q2: 13,006 shares 13,006 $392K 0.04% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,072 shares; 2024Q4: 3,759 shares; 2025Q1: 3,480 shares; 2025Q2: 3,408 shares; 2025Q3: 3,710 shares; 2025Q4: 3,812 shares; 2026Q1: 3,887 shares; 2026Q2: 3,716 shares 3,716 $392K 0.04% -171 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A 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: 24,704 shares; 2026Q2: 24,201 shares 24,201 $391K 0.04% -503 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,709 shares; 2024Q4: 17,709 shares; 2025Q1: 16,969 shares; 2025Q2: 15,069 shares; 2025Q3: 14,069 shares; 2025Q4: 14,069 shares; 2026Q1: 14,069 shares; 2026Q2: 14,069 shares 14,069 $390K 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 226 shares; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 213 shares; 2025Q4: 207 shares; 2026Q1: 348 shares; 2026Q2: 405 shares 405 $389K 0.04% +57 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,521 shares; 2024Q4: 14,078 shares; 2025Q1: 13,047 shares; 2025Q2: 13,054 shares; 2025Q3: 13,054 shares; 2025Q4: 13,535 shares; 2026Q1: 13,255 shares; 2026Q2: 13,134 shares 13,134 $389K 0.04% -121 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 902 shares; 2025Q1: 909 shares; 2025Q2: 899 shares; 2025Q3: 901 shares; 2025Q4: 920 shares; 2026Q1: 916 shares; 2026Q2: 972 shares 972 $387K 0.04% +56 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,873 shares; 2024Q4: 3,588 shares; 2025Q1: 3,441 shares; 2025Q2: 6,972 shares; 2025Q3: 7,179 shares; 2025Q4: 7,445 shares; 2026Q1: 7,470 shares; 2026Q2: 8,038 shares 8,038 $386K 0.04% +568 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,737 shares; 2025Q1: 1,611 shares; 2025Q2: 1,663 shares; 2025Q3: 1,764 shares; 2025Q4: 1,914 shares; 2026Q1: 1,835 shares; 2026Q2: 1,868 shares 1,868 $385K 0.04% +33 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,653 shares; 2024Q4: 3,085 shares; 2025Q1: 2,864 shares; 2025Q2: 3,168 shares; 2025Q3: 2,878 shares; 2025Q4: 3,103 shares; 2026Q1: 3,178 shares; 2026Q2: 3,476 shares 3,476 $385K 0.04% +298 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,314 shares; 2024Q4: 6,672 shares; 2025Q1: 6,672 shares; 2025Q2: 6,672 shares; 2025Q3: 6,672 shares; 2025Q4: 8,247 shares; 2026Q1: 8,247 shares; 2026Q2: 8,247 shares 8,247 $381K 0.04% 0 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,747 shares; 2025Q3: 25,258 shares; 2025Q4: 21,228 shares; 2026Q1: 27,638 shares; 2026Q2: 17,240 shares 17,240 $374K 0.04% -10,398 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 1,009 shares; 2025Q1: 1,210 shares; 2025Q2: 1,237 shares; 2025Q3: 1,262 shares; 2025Q4: 1,372 shares; 2026Q1: 1,536 shares; 2026Q2: 1,664 shares 1,664 $373K 0.04% +128 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: 1,206 shares; 2024Q4: 1,226 shares; 2025Q1: 1,146 shares; 2025Q2: 1,171 shares; 2025Q3: 1,200 shares; 2025Q4: 1,194 shares; 2026Q1: 968 shares; 2026Q2: 1,049 shares 1,049 $372K 0.04% +81 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,262 shares; 2024Q4: 10,262 shares; 2025Q1: 10,262 shares; 2025Q2: 8,976 shares; 2025Q3: 8,976 shares; 2025Q4: 8,976 shares; 2026Q1: 8,976 shares; 2026Q2: 8,976 shares 8,976 $371K 0.04% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 735 shares; 2025Q4: 803 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $366K 0.04% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,775 shares; 2024Q4: 7,174 shares; 2025Q1: 6,408 shares; 2025Q2: 6,345 shares; 2025Q3: 6,282 shares; 2025Q4: 6,293 shares; 2026Q1: 6,279 shares; 2026Q2: 8,403 shares 8,403 $358K 0.04% +2,124 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,323 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,916 shares; 2025Q3: 2,859 shares; 2025Q4: 3,000 shares; 2026Q1: 3,093 shares; 2026Q2: 2,944 shares 2,944 $357K 0.04% -149 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,808 shares; 2025Q2: 1,949 shares; 2025Q3: 2,101 shares; 2025Q4: 2,076 shares; 2026Q1: 1,683 shares; 2026Q2: 1,785 shares 1,785 $356K 0.04% +102 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,580 shares; 2024Q4: 2,858 shares; 2025Q1: 3,289 shares; 2025Q2: 3,361 shares; 2025Q3: 3,297 shares; 2025Q4: 3,495 shares; 2026Q1: 3,625 shares; 2026Q2: 3,924 shares 3,924 $356K 0.04% +299 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 1,034 shares 1,034 $353K 0.04% new 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: 8,405 shares; 2024Q4: 8,621 shares; 2025Q1: 8,306 shares; 2025Q2: 8,447 shares; 2025Q3: 8,507 shares; 2025Q4: 8,694 shares; 2026Q1: 8,257 shares; 2026Q2: 8,303 shares 8,303 $350K 0.04% +46 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS 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: 3,828 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares; 2026Q1: 3,850 shares; 2026Q2: 3,968 shares 3,968 $345K 0.04% +118 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,107 shares; 2025Q4: 8,121 shares; 2026Q1: 7,804 shares; 2026Q2: 8,355 shares 8,355 $342K 0.04% +551 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 7,251 shares; 2026Q2: 7,863 shares 7,863 $341K 0.04% +612 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,534 shares 3,534 $341K 0.04% new Timeline EVUS 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: 9,673 shares 9,673 $340K 0.04% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 9,655 shares 9,655 $339K 0.04% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS 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: 1,197 shares 1,197 $335K 0.04% new 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: 743 shares; 2025Q2: 736 shares; 2025Q3: 738 shares; 2025Q4: 808 shares; 2026Q1: 820 shares; 2026Q2: 968 shares 968 $330K 0.04% +148 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,109 shares; 2025Q2: 4,390 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,729 shares; 2026Q2: 2,142 shares 2,142 $329K 0.04% -587 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,062 shares; 2025Q4: 14,018 shares; 2026Q1: 12,282 shares; 2026Q2: 12,282 shares 12,282 $329K 0.04% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 4,869 shares; 2025Q4: 4,869 shares; 2026Q1: 4,888 shares; 2026Q2: 4,903 shares 4,903 $326K 0.04% +15 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 1,908 shares 1,908 $324K 0.04% new Timeline DXIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,709 shares; 2026Q2: 4,616 shares 4,616 $323K 0.04% +907 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 4,073 shares 4,073 $321K 0.04% new Timeline KMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 7,400 shares; 2026Q2: 9,948 shares 9,948 $320K 0.04% +2,548 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: 3,308 shares; 2024Q4: 9,952 shares; 2025Q1: 9,980 shares; 2025Q2: 10,006 shares; 2025Q3: 10,032 shares; 2025Q4: 10,059 shares; 2026Q1: 10,998 shares; 2026Q2: 10,833 shares 10,833 $319K 0.04% -165 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: 2,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,560 shares; 2025Q4: 1,592 shares; 2026Q1: 1,607 shares; 2026Q2: 1,749 shares 1,749 $316K 0.04% +142 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: not reported; 2026Q2: 17,589 shares 17,589 $315K 0.04% new Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 9,206 shares; 2025Q4: 9,206 shares; 2026Q1: 9,206 shares; 2026Q2: 10,351 shares 10,351 $314K 0.04% +1,145 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,314 shares 1,314 $314K 0.04% new 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: not reported; 2025Q4: 1,623 shares; 2026Q1: 1,823 shares; 2026Q2: 1,767 shares 1,767 $312K 0.04% -56 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 8,520 shares; 2025Q4: 8,520 shares; 2026Q1: 8,520 shares; 2026Q2: 8,520 shares 8,520 $306K 0.03% 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: 1,569 shares; 2024Q4: 1,102 shares; 2025Q1: 866 shares; 2025Q2: 785 shares; 2025Q3: 636 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 735 shares 735 $305K 0.03% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,646 shares 1,646 $305K 0.03% 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: not reported; 2024Q4: 2,904 shares; 2025Q1: 2,957 shares; 2025Q2: 3,008 shares; 2025Q3: 3,113 shares; 2025Q4: 3,043 shares; 2026Q1: 3,027 shares; 2026Q2: 3,105 shares 3,105 $303K 0.03% +78 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,533 shares; 2025Q3: 9,533 shares; 2025Q4: 9,533 shares; 2026Q1: 9,533 shares; 2026Q2: 9,533 shares 9,533 $302K 0.03% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 971 shares 971 $301K 0.03% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,098 shares 3,098 $299K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,388 shares; 2024Q4: 1,362 shares; 2025Q1: not reported; 2025Q2: 1,426 shares; 2025Q3: 1,429 shares; 2025Q4: 1,569 shares; 2026Q1: not reported; 2026Q2: 1,596 shares 1,596 $295K 0.03% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 2,230 shares; 2026Q1: 2,571 shares; 2026Q2: 2,555 shares 2,555 $294K 0.03% -16 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 1,413 shares; 2025Q4: 1,562 shares; 2026Q1: 1,851 shares; 2026Q2: 1,998 shares 1,998 $293K 0.03% +147 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,291 shares; 2025Q2: 1,319 shares; 2025Q3: 1,306 shares; 2025Q4: 1,176 shares; 2026Q1: 1,254 shares; 2026Q2: 1,304 shares 1,304 $291K 0.03% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,538 shares 3,538 $291K 0.03% new Timeline GOVT 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: 12,739 shares 12,739 $290K 0.03% new Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,268 shares; 2026Q2: 1,268 shares 1,268 $288K 0.03% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,526 shares; 2024Q4: 6,449 shares; 2025Q1: 6,407 shares; 2025Q2: 6,395 shares; 2025Q3: 5,624 shares; 2025Q4: 5,471 shares; 2026Q1: 5,570 shares; 2026Q2: 5,608 shares 5,608 $286K 0.03% +38 Timeline IGOV 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: 11,903 shares; 2026Q2: 6,966 shares 6,966 $286K 0.03% -4,937 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,421 shares; 2024Q4: 18,882 shares; 2025Q1: 16,458 shares; 2025Q2: 15,516 shares; 2025Q3: 16,554 shares; 2025Q4: 18,235 shares; 2026Q1: 19,870 shares; 2026Q2: 20,658 shares 20,658 $285K 0.03% +788 Timeline XOP 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: 1,943 shares; 2024Q4: 2,013 shares; 2025Q1: 2,009 shares; 2025Q2: 2,026 shares; 2025Q3: 2,029 shares; 2025Q4: 1,816 shares; 2026Q1: 1,809 shares; 2026Q2: 1,813 shares 1,813 $280K 0.03% +4 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,349 shares; 2025Q1: 9,275 shares; 2025Q2: 8,319 shares; 2025Q3: 7,949 shares; 2025Q4: 7,618 shares; 2026Q1: 8,297 shares; 2026Q2: 8,733 shares 8,733 $277K 0.03% +436 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,523 shares; 2025Q3: 8,523 shares; 2025Q4: 6,317 shares; 2026Q1: 6,329 shares; 2026Q2: 6,329 shares 6,329 $277K 0.03% 0 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,906 shares; 2024Q4: 2,910 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,435 shares; 2025Q4: 2,435 shares; 2026Q1: 2,435 shares; 2026Q2: 2,509 shares 2,509 $274K 0.03% +74 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 365 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278 shares; 2025Q4: 281 shares; 2026Q1: 290 shares; 2026Q2: 2,288 shares 2,288 $273K 0.03% +1,998 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 9,530 shares; 2026Q1: 9,530 shares; 2026Q2: 9,530 shares 9,530 $270K 0.03% 0 Timeline SPLV 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: 4,668 shares; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares; 2026Q2: 3,575 shares 3,575 $268K 0.03% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,851 shares; 2025Q1: 10,060 shares; 2025Q2: 11,726 shares; 2025Q3: 12,117 shares; 2025Q4: 13,247 shares; 2026Q1: 11,636 shares; 2026Q2: 11,019 shares 11,019 $267K 0.03% -617 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 4,021 shares; 2026Q1: 4,302 shares; 2026Q2: 4,401 shares 4,401 $265K 0.03% +99 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: not reported; 2026Q2: 704 shares 704 $263K 0.03% new Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW 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: 9,815 shares; 2025Q4: 8,377 shares; 2026Q1: 8,377 shares; 2026Q2: 8,375 shares 8,375 $263K 0.03% -2 Timeline BP BP PLC More: the full row for BP 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: 7,106 shares 7,106 $263K 0.03% new Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,850 shares 1,850 $262K 0.03% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,164 shares; 2024Q4: 4,866 shares; 2025Q1: 4,888 shares; 2025Q2: 4,914 shares; 2025Q3: 5,023 shares; 2025Q4: 5,160 shares; 2026Q1: 5,156 shares; 2026Q2: 5,245 shares 5,245 $262K 0.03% +89 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 9,077 shares; 2025Q4: 9,077 shares; 2026Q1: 9,077 shares; 2026Q2: 9,077 shares 9,077 $260K 0.03% 0 Timeline SMH 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: not reported; 2026Q1: not reported; 2026Q2: 395 shares 395 $259K 0.03% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF 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: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 6,700 shares 6,700 $259K 0.03% +1,600 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares; 2026Q1: not reported; 2026Q2: 501 shares 501 $257K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,717 shares; 2025Q4: 5,471 shares; 2026Q1: 5,471 shares; 2026Q2: 5,368 shares 5,368 $254K 0.03% -103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,053 shares; 2026Q1: 4,054 shares; 2026Q2: 4,054 shares 4,054 $252K 0.03% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,124 shares; 2026Q2: 2,103 shares 2,103 $251K 0.03% -21 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: 1,467 shares; 2024Q4: 1,668 shares; 2025Q1: 1,652 shares; 2025Q2: 1,512 shares; 2025Q3: 1,688 shares; 2025Q4: not reported; 2026Q1: 1,007 shares; 2026Q2: 995 shares 995 $250K 0.03% -12 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 2,632 shares 2,632 $250K 0.03% new 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: 630 shares 630 $250K 0.03% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,365 shares; 2024Q4: 1,619 shares; 2025Q1: 1,620 shares; 2025Q2: 1,647 shares; 2025Q3: 1,666 shares; 2025Q4: 1,720 shares; 2026Q1: 1,756 shares; 2026Q2: 1,574 shares 1,574 $250K 0.03% -182 Timeline PSFF 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: not reported; 2024Q4: 9,420 shares; 2025Q1: 9,781 shares; 2025Q2: 7,612 shares; 2025Q3: 7,612 shares; 2025Q4: 7,612 shares; 2026Q1: 7,612 shares; 2026Q2: 7,275 shares 7,275 $250K 0.03% -337 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,416 shares 1,416 $246K 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 398 shares; 2026Q2: 388 shares 388 $246K 0.03% -10 Timeline TFLO 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: 4,397 shares; 2025Q3: 4,428 shares; 2025Q4: 5,494 shares; 2026Q1: 4,806 shares; 2026Q2: 4,834 shares 4,834 $245K 0.03% +28 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,260 shares; 2026Q2: 9,495 shares 9,495 $242K 0.03% -765 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,964 shares; 2025Q4: 6,964 shares; 2026Q1: 6,964 shares; 2026Q2: 6,964 shares 6,964 $241K 0.03% 0 Timeline FXC INVESCO CURRENCYSHARES CDN D More: the full row for INVESCO CURRENCYSHARES CDN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,274 shares; 2024Q4: 3,373 shares; 2025Q1: 3,200 shares; 2025Q2: 3,208 shares; 2025Q3: 3,372 shares; 2025Q4: 3,499 shares; 2026Q1: 3,587 shares; 2026Q2: 3,495 shares 3,495 $241K 0.03% -92 Timeline EQAL 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: 4,192 shares; 2024Q4: 4,188 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,902 shares; 2025Q4: 3,905 shares; 2026Q1: 3,984 shares; 2026Q2: 4,017 shares 4,017 $238K 0.03% +33 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $238K 0.03% 0 Timeline POWR ISHARES INC More: the full row for ISHARES 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: 8,472 shares 8,472 $237K 0.03% new Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,518 shares 7,518 $234K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares; 2026Q1: 2,235 shares; 2026Q2: 2,235 shares 2,235 $232K 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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: 444 shares; 2026Q1: not reported; 2026Q2: 506 shares 506 $232K 0.03% new 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: 197 shares 197 $231K 0.03% new Timeline NLR 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: 2,634 shares; 2025Q3: 2,634 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares 1,993 $231K 0.03% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,437 shares; 2025Q2: 7,437 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares; 2026Q1: 5,918 shares; 2026Q2: 5,918 shares 5,918 $228K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,004 shares; 2026Q2: 4,280 shares 4,280 $227K 0.03% +276 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 5,008 shares; 2026Q2: 5,008 shares 5,008 $227K 0.03% 0 Timeline GSK GSK PLC More: the full row for GSK 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: 4,173 shares; 2026Q1: 4,303 shares; 2026Q2: 4,309 shares 4,309 $226K 0.03% +6 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,785 shares 1,785 $226K 0.03% new Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,769 shares; 2025Q1: 7,769 shares; 2025Q2: 7,769 shares; 2025Q3: 7,769 shares; 2025Q4: 8,428 shares; 2026Q1: 6,054 shares; 2026Q2: 6,054 shares 6,054 $222K 0.03% 0 Timeline PPL PPL CORP More: the full row for PPL 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: 5,795 shares; 2026Q1: 5,994 shares; 2026Q2: 6,082 shares 6,082 $221K 0.03% +88 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA 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: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $221K 0.03% 0 Timeline FDN 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: not reported; 2024Q4: not reported; 2025Q1: 1,040 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 820 shares; 2026Q1: not reported; 2026Q2: 820 shares 820 $217K 0.02% new Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES 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: 5,917 shares 5,917 $215K 0.02% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,613 shares; 2026Q2: 2,767 shares 2,767 $215K 0.02% +154 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: 3,819 shares 3,819 $214K 0.02% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 4,252 shares 4,252 $211K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,034 shares 2,034 $208K 0.02% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,825 shares; 2026Q1: not reported; 2026Q2: 7,151 shares 7,151 $207K 0.02% new Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,800 shares 6,800 $204K 0.02% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 8,577 shares 8,577 $202K 0.02% new Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,040 shares 3,040 $202K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 585 shares; 2026Q1: not reported; 2026Q2: 982 shares 982 $201K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,756 shares 1,756 $200K 0.02% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,891 shares; 2024Q4: 14,719 shares; 2025Q1: 15,025 shares; 2025Q2: 14,261 shares; 2025Q3: 13,971 shares; 2025Q4: 13,971 shares; 2026Q1: 14,500 shares; 2026Q2: 15,735 shares 15,735 $151K 0.02% +1,235 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I 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: 11,331 shares; 2026Q2: 11,331 shares 11,331 $131K 0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME 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: 12,293 shares; 2025Q4: 10,293 shares; 2026Q1: 10,293 shares; 2026Q2: 10,293 shares 10,293 $125K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,797 shares; 2024Q4: 12,797 shares; 2025Q1: 12,797 shares; 2025Q2: 12,730 shares; 2025Q3: 15,110 shares; 2025Q4: 15,110 shares; 2026Q1: 16,137 shares; 2026Q2: 18,028 shares 18,028 $105K 0.01% +1,891 Timeline HLN HALEON PLC More: the full row for HALEON 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: 10,429 shares 10,429 $97.3K 0.01% new Timeline SNAP SNAP INC More: the full row for SNAP 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: 15,494 shares; 2026Q2: 15,494 shares 15,494 $68.8K 0.01% 0 Timeline