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: 27,017 shares; 2024Q4: 26,654 shares; 2025Q1: 26,338 shares; 2025Q2: 25,847 shares; 2025Q3: 25,330 shares; 2025Q4: 24,801 shares; 2026Q1: 24,410 shares; 2026Q2: 23,645 shares 23,645 $17.4M 7.99% -765 Timeline VCIT 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: 199,660 shares; 2024Q4: 210,257 shares; 2025Q1: 173,046 shares; 2025Q2: 171,748 shares; 2025Q3: 168,930 shares; 2025Q4: 176,702 shares; 2026Q1: 183,524 shares; 2026Q2: 187,578 shares 187,578 $15.5M 7.12% +4,054 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: 15,274 shares; 2024Q4: 15,368 shares; 2025Q1: 15,177 shares; 2025Q2: 15,050 shares; 2025Q3: 15,052 shares; 2025Q4: 14,889 shares; 2026Q1: 14,866 shares; 2026Q2: 115,421 shares 115,421 $13.8M 6.33% +100,555 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: 18,897 shares; 2024Q4: 18,959 shares; 2025Q1: 18,792 shares; 2025Q2: 18,733 shares; 2025Q3: 19,746 shares; 2025Q4: 19,201 shares; 2026Q1: 19,107 shares; 2026Q2: 18,728 shares 18,728 $12.3M 5.64% -379 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: 20,192 shares; 2024Q4: 19,916 shares; 2025Q1: 19,944 shares; 2025Q2: 19,390 shares; 2025Q3: 19,049 shares; 2025Q4: 18,337 shares; 2026Q1: 18,300 shares; 2026Q2: 18,014 shares 18,014 $7.14M 3.28% -286 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,557 shares; 2024Q4: 28,811 shares; 2025Q1: 27,307 shares; 2025Q2: 27,146 shares; 2025Q3: 27,325 shares; 2025Q4: 26,958 shares; 2026Q1: 26,330 shares; 2026Q2: 26,237 shares 26,237 $6.62M 3.04% -93 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,379 shares; 2024Q4: 121,544 shares; 2025Q1: 125,789 shares; 2025Q2: 128,891 shares; 2025Q3: 130,798 shares; 2025Q4: 132,011 shares; 2026Q1: 130,424 shares; 2026Q2: 123,503 shares 123,503 $6.59M 3.02% -6,921 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: 79,749 shares; 2024Q4: 80,276 shares; 2025Q1: 82,291 shares; 2025Q2: 77,306 shares; 2025Q3: 77,397 shares; 2025Q4: 130,003 shares; 2026Q1: 119,139 shares; 2026Q2: 118,822 shares 118,822 $6.31M 2.9% -317 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: 38,642 shares; 2024Q4: 38,680 shares; 2025Q1: 38,464 shares; 2025Q2: 40,652 shares; 2025Q3: 40,527 shares; 2025Q4: 38,846 shares; 2026Q1: 36,621 shares; 2026Q2: 35,507 shares 35,507 $5.63M 2.59% -1,114 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: 41,500 shares; 2024Q4: 41,457 shares; 2025Q1: 41,255 shares; 2025Q2: 41,068 shares; 2025Q3: 41,046 shares; 2025Q4: 39,193 shares; 2026Q1: 39,212 shares; 2026Q2: 37,971 shares 37,971 $5.57M 2.56% -1,241 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 3,689 shares; 2025Q2: 7,655 shares; 2025Q3: 13,780 shares; 2025Q4: 18,421 shares; 2026Q1: 19,229 shares; 2026Q2: 21,091 shares 21,091 $5.26M 2.42% +1,862 Timeline DTCR 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: 568 shares; 2025Q1: 9,118 shares; 2025Q2: 21,188 shares; 2025Q3: 126,808 shares; 2025Q4: 163,522 shares; 2026Q1: 167,193 shares; 2026Q2: 166,382 shares 166,382 $5.05M 2.32% -811 Timeline IGM 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: 20,481 shares; 2025Q2: 22,764 shares; 2025Q3: 25,931 shares; 2025Q4: 26,892 shares; 2026Q1: 27,669 shares; 2026Q2: 27,847 shares 27,847 $4.56M 2.09% +178 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: 17,765 shares; 2024Q4: 17,314 shares; 2025Q1: 16,791 shares; 2025Q2: 16,587 shares; 2025Q3: 16,266 shares; 2025Q4: 16,039 shares; 2026Q1: 14,269 shares; 2026Q2: 14,252 shares 14,252 $4.32M 1.98% -17 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,948 shares; 2025Q1: 9,017 shares; 2025Q2: 25,522 shares; 2025Q3: 43,599 shares; 2025Q4: 46,354 shares; 2026Q1: 45,726 shares; 2026Q2: 45,532 shares 45,532 $4.26M 1.96% -194 Timeline VFH 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: 54,180 shares; 2024Q4: 54,235 shares; 2025Q1: 53,757 shares; 2025Q2: 52,373 shares; 2025Q3: 51,000 shares; 2025Q4: 48,719 shares; 2026Q1: 40,151 shares; 2026Q2: 31,625 shares 31,625 $4.16M 1.91% -8,526 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,111 shares; 2024Q4: 10,412 shares; 2025Q1: 22,093 shares; 2025Q2: 22,000 shares; 2025Q3: 16,728 shares; 2025Q4: 14,785 shares; 2026Q1: 14,041 shares; 2026Q2: 13,821 shares 13,821 $4.02M 1.84% -220 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 4,950 shares; 2025Q3: 16,449 shares; 2025Q4: 21,358 shares; 2026Q1: 22,212 shares; 2026Q2: 22,745 shares 22,745 $3.76M 1.73% +533 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,120 shares; 2024Q4: 12,136 shares; 2025Q1: 12,653 shares; 2025Q2: 13,443 shares; 2025Q3: 30,829 shares; 2025Q4: 36,788 shares; 2026Q1: 37,015 shares; 2026Q2: 37,201 shares 37,201 $3.54M 1.62% +186 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,763 shares; 2024Q4: 21,069 shares; 2025Q1: 27,052 shares; 2025Q2: 30,477 shares; 2025Q3: 30,224 shares; 2025Q4: 38,673 shares; 2026Q1: 72,081 shares; 2026Q2: 80,592 shares 80,592 $3.49M 1.6% +8,511 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: 10,873 shares; 2024Q4: 10,980 shares; 2025Q1: 10,894 shares; 2025Q2: 10,482 shares; 2025Q3: 10,432 shares; 2025Q4: 10,330 shares; 2026Q1: 10,350 shares; 2026Q2: 40,667 shares 40,667 $3.28M 1.5% +30,317 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: 11,793 shares; 2024Q4: 11,530 shares; 2025Q1: 11,258 shares; 2025Q2: 11,070 shares; 2025Q3: 11,079 shares; 2025Q4: 10,536 shares; 2026Q1: 10,543 shares; 2026Q2: 10,550 shares 10,550 $3.05M 1.4% +7 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,995 shares; 2024Q4: 11,084 shares; 2025Q1: 10,606 shares; 2025Q2: 9,906 shares; 2025Q3: 9,234 shares; 2025Q4: 9,443 shares; 2026Q1: 9,514 shares; 2026Q2: 9,421 shares 9,421 $2.82M 1.29% -93 Timeline MGC 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: 9,307 shares; 2024Q4: 10,091 shares; 2025Q1: 10,137 shares; 2025Q2: 10,197 shares; 2025Q3: 9,889 shares; 2025Q4: 9,128 shares; 2026Q1: 10,119 shares; 2026Q2: 9,959 shares 9,959 $2.73M 1.25% -160 Timeline VDE 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: 21,496 shares; 2024Q4: 21,783 shares; 2025Q1: 23,655 shares; 2025Q2: 23,767 shares; 2025Q3: 23,839 shares; 2025Q4: 20,754 shares; 2026Q1: 17,784 shares; 2026Q2: 17,854 shares 17,854 $2.68M 1.23% +70 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,442 shares; 2024Q4: 6,347 shares; 2025Q1: 6,511 shares; 2025Q2: 9,511 shares; 2025Q3: 9,789 shares; 2025Q4: 8,717 shares; 2026Q1: 16,591 shares; 2026Q2: 20,056 shares 20,056 $2.56M 1.17% +3,465 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: 61,049 shares; 2024Q4: 57,933 shares; 2025Q1: 46,391 shares; 2025Q2: 25,805 shares; 2025Q3: 24,645 shares; 2025Q4: 24,573 shares; 2026Q1: 24,610 shares; 2026Q2: 24,670 shares 24,670 $2.44M 1.12% +60 Timeline XLY 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: 12,113 shares; 2024Q4: 11,828 shares; 2025Q1: 11,418 shares; 2025Q2: 11,046 shares; 2025Q3: 9,914 shares; 2025Q4: 19,830 shares; 2026Q1: 18,909 shares; 2026Q2: 18,857 shares 18,857 $2.21M 1.02% -52 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: 4,915 shares; 2024Q4: 4,859 shares; 2025Q1: 4,761 shares; 2025Q2: 4,663 shares; 2025Q3: 5,422 shares; 2025Q4: 5,294 shares; 2026Q1: 5,411 shares; 2026Q2: 5,393 shares 5,393 $2.01M 0.92% -18 Timeline SCHP 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: 39,542 shares; 2024Q4: 79,503 shares; 2025Q1: 78,675 shares; 2025Q2: 79,080 shares; 2025Q3: 69,397 shares; 2025Q4: 72,868 shares; 2026Q1: 72,868 shares; 2026Q2: 73,385 shares 73,385 $1.94M 0.89% +517 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR 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: 13,537 shares; 2026Q2: 23,634 shares 23,634 $1.93M 0.89% +10,097 Timeline PAVE 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: 35,388 shares; 2024Q4: 35,388 shares; 2025Q1: 35,461 shares; 2025Q2: 31,671 shares; 2025Q3: 31,206 shares; 2025Q4: 30,253 shares; 2026Q1: 29,934 shares; 2026Q2: 29,934 shares 29,934 $1.76M 0.81% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,549 shares; 2024Q4: 13,629 shares; 2025Q1: 13,735 shares; 2025Q2: 13,819 shares; 2025Q3: 13,577 shares; 2025Q4: 12,725 shares; 2026Q1: 11,262 shares; 2026Q2: 7,193 shares 7,193 $1.75M 0.8% -4,069 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,572 shares; 2024Q4: 12,514 shares; 2025Q1: 12,521 shares; 2025Q2: 12,531 shares; 2025Q3: 12,535 shares; 2025Q4: 11,716 shares; 2026Q1: 11,719 shares; 2026Q2: 11,726 shares 11,726 $1.72M 0.79% +7 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: 4,387 shares; 2024Q4: 4,462 shares; 2025Q1: 4,472 shares; 2025Q2: 4,473 shares; 2025Q3: 4,480 shares; 2025Q4: 4,423 shares; 2026Q1: 4,591 shares; 2026Q2: 4,470 shares 4,470 $1.65M 0.76% -121 Timeline NANR 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: 18,137 shares; 2024Q4: 18,129 shares; 2025Q1: 19,313 shares; 2025Q2: 18,213 shares; 2025Q3: 18,449 shares; 2025Q4: 18,534 shares; 2026Q1: 19,397 shares; 2026Q2: 20,479 shares 20,479 $1.55M 0.71% +1,082 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,879 shares; 2024Q4: 2,452 shares; 2025Q1: 2,117 shares; 2025Q2: 2,002 shares; 2025Q3: 10,502 shares; 2025Q4: 27,963 shares; 2026Q1: 33,653 shares; 2026Q2: 33,051 shares 33,051 $1.5M 0.69% -602 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: 78,200 shares; 2024Q4: 77,476 shares; 2025Q1: 66,538 shares; 2025Q2: 65,920 shares; 2025Q3: 63,757 shares; 2025Q4: 51,857 shares; 2026Q1: 40,281 shares; 2026Q2: 27,781 shares 27,781 $1.49M 0.68% -12,500 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556 shares; 2024Q4: 557 shares; 2025Q1: 5,771 shares; 2025Q2: 6,351 shares; 2025Q3: 6,357 shares; 2025Q4: 6,743 shares; 2026Q1: 7,673 shares; 2026Q2: 8,165 shares 8,165 $1.39M 0.64% +492 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: 6,936 shares; 2024Q4: 8,028 shares; 2025Q1: 7,326 shares; 2025Q2: 8,217 shares; 2025Q3: 8,219 shares; 2025Q4: 7,872 shares; 2026Q1: 7,496 shares; 2026Q2: 6,893 shares 6,893 $1.38M 0.63% -603 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,225 shares; 2024Q4: 5,242 shares; 2025Q1: 5,258 shares; 2025Q2: 5,168 shares; 2025Q3: 5,175 shares; 2025Q4: 5,083 shares; 2026Q1: 5,090 shares; 2026Q2: 5,097 shares 5,097 $1.29M 0.59% +7 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,634 shares; 2024Q4: 19,288 shares; 2025Q1: 13,545 shares; 2025Q2: 13,329 shares; 2025Q3: 13,393 shares; 2025Q4: 13,457 shares; 2026Q1: 13,254 shares; 2026Q2: 13,246 shares 13,246 $1.28M 0.59% -8 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,256 shares; 2024Q4: 2,269 shares; 2025Q1: 2,286 shares; 2025Q2: 2,310 shares; 2025Q3: 2,321 shares; 2025Q4: 2,344 shares; 2026Q1: 14,641 shares; 2026Q2: 31,880 shares 31,880 $1.28M 0.59% +17,239 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: 4,743 shares; 2024Q4: 4,759 shares; 2025Q1: 4,776 shares; 2025Q2: 4,791 shares; 2025Q3: 4,805 shares; 2025Q4: 4,668 shares; 2026Q1: 4,681 shares; 2026Q2: 4,695 shares 4,695 $1.27M 0.58% +14 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,358 shares; 2024Q4: 4,562 shares; 2025Q1: 4,361 shares; 2025Q2: 4,362 shares; 2025Q3: 4,363 shares; 2025Q4: 4,379 shares; 2026Q1: 4,387 shares; 2026Q2: 4,388 shares 4,388 $1.25M 0.58% +1 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: 26,024 shares; 2024Q4: 25,529 shares; 2025Q1: 3,800 shares; 2025Q2: 3,284 shares; 2025Q3: 3,287 shares; 2025Q4: 6,181 shares; 2026Q1: 6,187 shares; 2026Q2: 6,192 shares 6,192 $1.18M 0.54% +5 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: 1,741 shares; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares; 2025Q3: 1,651 shares; 2025Q4: 1,652 shares; 2026Q1: 1,653 shares; 2026Q2: 1,654 shares 1,654 $1.14M 0.52% +1 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,434 shares; 2024Q4: 7,481 shares; 2025Q1: 7,531 shares; 2025Q2: 7,583 shares; 2025Q3: 7,631 shares; 2025Q4: 7,678 shares; 2026Q1: 7,782 shares; 2026Q2: 7,753 shares 7,753 $1.06M 0.49% -29 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,903 shares; 2024Q4: 2,909 shares; 2025Q1: 2,914 shares; 2025Q2: 2,919 shares; 2025Q3: 2,924 shares; 2025Q4: 2,928 shares; 2026Q1: 2,974 shares; 2026Q2: 2,947 shares 2,947 $965K 0.44% -27 Timeline PPH 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: 10,453 shares; 2024Q4: 10,491 shares; 2025Q1: 8,991 shares; 2025Q2: 9,006 shares; 2025Q3: 8,969 shares; 2025Q4: 8,988 shares; 2026Q1: 8,701 shares; 2026Q2: 8,723 shares 8,723 $954K 0.44% +22 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,888 shares; 2024Q4: 19,488 shares; 2025Q1: 12,111 shares; 2025Q2: 9,795 shares; 2025Q3: 9,806 shares; 2025Q4: 9,291 shares; 2026Q1: 9,300 shares; 2026Q2: 9,306 shares 9,306 $915K 0.42% +6 Timeline VIS 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: 2,610 shares; 2024Q4: 2,617 shares; 2025Q1: 2,526 shares; 2025Q2: 2,528 shares; 2025Q3: 2,530 shares; 2025Q4: 2,533 shares; 2026Q1: 2,535 shares; 2026Q2: 2,537 shares 2,537 $914K 0.42% +2 Timeline IOO 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: 4,607 shares; 2025Q2: 6,052 shares; 2025Q3: 6,289 shares; 2025Q4: 6,296 shares; 2026Q1: 6,296 shares; 2026Q2: 6,306 shares 6,306 $861K 0.4% +10 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,313 shares; 2024Q4: 27,504 shares; 2025Q1: 27,708 shares; 2025Q2: 27,958 shares; 2025Q3: 28,183 shares; 2025Q4: 28,396 shares; 2026Q1: 28,556 shares; 2026Q2: 28,757 shares 28,757 $850K 0.39% +201 Timeline ONEV 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: 11,476 shares; 2024Q4: 11,356 shares; 2025Q1: 9,054 shares; 2025Q2: 8,692 shares; 2025Q3: 8,711 shares; 2025Q4: 8,692 shares; 2026Q1: 7,525 shares; 2026Q2: 5,880 shares 5,880 $841K 0.39% -1,645 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: 214 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 216 shares; 2025Q3: 221 shares; 2025Q4: 431 shares; 2026Q1: 831 shares; 2026Q2: 1,036 shares 1,036 $776K 0.36% +205 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: 601 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 661 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 621 shares; 2026Q2: 621 shares 621 $745K 0.34% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,671 shares; 2024Q4: 1,645 shares; 2025Q1: 1,646 shares; 2025Q2: 1,646 shares; 2025Q3: 1,402 shares; 2025Q4: 1,367 shares; 2026Q1: 1,477 shares; 2026Q2: 7,393 shares 7,393 $650K 0.3% +5,916 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,227 shares; 2024Q4: 8,132 shares; 2025Q1: 6,997 shares; 2025Q2: 6,996 shares; 2025Q3: 6,997 shares; 2025Q4: 6,997 shares; 2026Q1: 7,151 shares; 2026Q2: 7,151 shares 7,151 $613K 0.28% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,987 shares; 2025Q2: 7,345 shares; 2025Q3: 8,267 shares; 2025Q4: 8,192 shares; 2026Q1: 9,504 shares; 2026Q2: 9,504 shares 9,504 $611K 0.28% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,515 shares; 2024Q4: 5,523 shares; 2025Q1: 5,530 shares; 2025Q2: 3,522 shares; 2025Q3: 3,522 shares; 2025Q4: 3,523 shares; 2026Q1: 3,523 shares; 2026Q2: 3,523 shares 3,523 $579K 0.27% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872 shares; 2024Q4: 1,872 shares; 2025Q1: 1,873 shares; 2025Q2: 1,873 shares; 2025Q3: 1,874 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares; 2026Q2: 1,512 shares 1,512 $553K 0.25% -363 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,132 shares; 2024Q4: 3,070 shares; 2025Q1: 1,934 shares; 2025Q2: 1,819 shares; 2025Q3: 1,819 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares; 2026Q2: 1,798 shares 1,798 $551K 0.25% -22 Timeline AIQ 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: 64,362 shares; 2024Q4: 60,403 shares; 2025Q1: 7,094 shares; 2025Q2: 7,093 shares; 2025Q3: 8,253 shares; 2025Q4: 8,253 shares; 2026Q1: 8,256 shares; 2026Q2: 8,256 shares 8,256 $542K 0.25% 0 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: 1,595 shares; 2024Q4: 1,599 shares; 2025Q1: 1,603 shares; 2025Q2: 1,603 shares; 2025Q3: 1,606 shares; 2025Q4: 2,601 shares; 2026Q1: 2,610 shares; 2026Q2: 2,617 shares 2,617 $517K 0.24% +7 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,630 shares; 2025Q4: 1,954 shares; 2026Q1: 2,985 shares; 2026Q2: 3,104 shares 3,104 $501K 0.23% +119 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: 3,929 shares; 2024Q4: 3,832 shares; 2025Q1: 3,486 shares; 2025Q2: 3,686 shares; 2025Q3: 3,697 shares; 2025Q4: 3,910 shares; 2026Q1: 5,489 shares; 2026Q2: 5,810 shares 5,810 $497K 0.23% +321 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: 4,082 shares; 2024Q4: 4,104 shares; 2025Q1: 4,125 shares; 2025Q2: 4,173 shares; 2025Q3: 4,193 shares; 2025Q4: 4,205 shares; 2026Q1: 4,216 shares; 2026Q2: 4,226 shares 4,226 $496K 0.23% +10 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: 2,277 shares; 2024Q4: 2,144 shares; 2025Q1: 2,091 shares; 2025Q2: 2,091 shares; 2025Q3: 2,091 shares; 2025Q4: 1,882 shares; 2026Q1: 2,035 shares; 2026Q2: 1,995 shares 1,995 $476K 0.22% -40 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: 7,581 shares; 2024Q4: 7,513 shares; 2025Q1: 5,132 shares; 2025Q2: 4,622 shares; 2025Q3: 3,127 shares; 2025Q4: 3,137 shares; 2026Q1: 3,141 shares; 2026Q2: 3,147 shares 3,147 $467K 0.21% +6 Timeline XHB 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: 3,984 shares; 2024Q4: 3,987 shares; 2025Q1: 3,990 shares; 2025Q2: 3,992 shares; 2025Q3: 3,994 shares; 2025Q4: 3,996 shares; 2026Q1: 3,999 shares; 2026Q2: 4,001 shares 4,001 $462K 0.21% +2 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,430 shares; 2024Q4: 5,286 shares; 2025Q1: 4,728 shares; 2025Q2: 3,741 shares; 2025Q3: 3,741 shares; 2025Q4: 3,355 shares; 2026Q1: 3,355 shares; 2026Q2: 3,355 shares 3,355 $461K 0.21% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,258 shares; 2024Q4: 4,018 shares; 2025Q1: 4,023 shares; 2025Q2: 4,032 shares; 2025Q3: 4,037 shares; 2025Q4: 4,037 shares; 2026Q1: 4,039 shares; 2026Q2: 4,045 shares 4,045 $458K 0.21% +6 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 2,004 shares; 2026Q1: 2,604 shares; 2026Q2: 8,997 shares 8,997 $443K 0.2% +6,393 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: 8,767 shares; 2024Q4: 6,212 shares; 2025Q1: 4,153 shares; 2025Q2: 4,153 shares; 2025Q3: 3,153 shares; 2025Q4: 3,153 shares; 2026Q1: 3,153 shares; 2026Q2: 3,153 shares 3,153 $440K 0.2% 0 Timeline VAW 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: 2,069 shares; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,146 shares; 2026Q1: 2,113 shares; 2026Q2: 1,877 shares 1,877 $429K 0.2% -236 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 647 shares; 2025Q3: 9,522 shares; 2025Q4: 9,568 shares; 2026Q1: 7,818 shares; 2026Q2: 5,159 shares 5,159 $419K 0.19% -2,659 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: 909 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 1,072 shares; 2026Q1: 1,072 shares; 2026Q2: 1,072 shares 1,072 $395K 0.18% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,778 shares; 2024Q4: 1,779 shares; 2025Q1: 1,780 shares; 2025Q2: 1,781 shares; 2025Q3: 1,781 shares; 2025Q4: 1,782 shares; 2026Q1: 1,783 shares; 2026Q2: 1,783 shares 1,783 $393K 0.18% 0 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: 823 shares; 2024Q4: 823 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 729 shares; 2026Q2: 4,375 shares 4,375 $377K 0.17% +3,646 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,182 shares; 2025Q1: 1,189 shares; 2025Q2: 1,195 shares; 2025Q3: 1,203 shares; 2025Q4: 1,211 shares; 2026Q1: 1,239 shares; 2026Q2: 1,244 shares 1,244 $371K 0.17% +5 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,607 shares; 2024Q4: 7,589 shares; 2025Q1: 7,241 shares; 2025Q2: 7,261 shares; 2025Q3: 7,213 shares; 2025Q4: 7,231 shares; 2026Q1: 5,971 shares; 2026Q2: 4,836 shares 4,836 $370K 0.17% -1,135 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: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 335 shares 335 $357K 0.16% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,702 shares; 2024Q4: 2,711 shares; 2025Q1: 2,721 shares; 2025Q2: 2,733 shares; 2025Q3: 2,747 shares; 2025Q4: 2,753 shares; 2026Q1: 2,759 shares; 2026Q2: 2,764 shares 2,764 $355K 0.16% +5 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 607 shares; 2025Q4: 707 shares; 2026Q1: 752 shares; 2026Q2: 707 shares 707 $354K 0.16% -45 Timeline EMGF 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: 363 shares; 2025Q1: 12,188 shares; 2025Q2: 14,280 shares; 2025Q3: 14,271 shares; 2025Q4: 13,159 shares; 2026Q1: 5,088 shares; 2026Q2: 4,714 shares 4,714 $345K 0.16% -374 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: 3,367 shares; 2024Q4: 3,397 shares; 2025Q1: 3,414 shares; 2025Q2: 3,430 shares; 2025Q3: 3,446 shares; 2025Q4: 3,462 shares; 2026Q1: 3,424 shares; 2026Q2: 3,439 shares 3,439 $332K 0.15% +15 Timeline VPU 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: 1,992 shares; 2024Q4: 1,997 shares; 2025Q1: 1,689 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,689 shares; 2026Q1: 1,689 shares; 2026Q2: 1,689 shares 1,689 $331K 0.15% 0 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: 4,236 shares; 2024Q4: 4,314 shares; 2025Q1: 3,843 shares; 2025Q2: 3,882 shares; 2025Q3: 3,882 shares; 2025Q4: 3,937 shares; 2026Q1: 4,154 shares; 2026Q2: 3,962 shares 3,962 $328K 0.15% -192 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: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,756 shares; 2025Q2: 1,756 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,756 shares; 2026Q2: 1,756 shares 1,756 $325K 0.15% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,089 shares; 2024Q4: 1,020 shares; 2025Q1: 905 shares; 2025Q2: 669 shares; 2025Q3: 670 shares; 2025Q4: 569 shares; 2026Q1: 574 shares; 2026Q2: 574 shares 574 $323K 0.15% 0 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: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 964 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 785 shares; 2026Q1: 907 shares; 2026Q2: 907 shares 907 $320K 0.15% 0 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: 1,908 shares; 2024Q4: 1,910 shares; 2025Q1: 1,912 shares; 2025Q2: 1,914 shares; 2025Q3: 1,916 shares; 2025Q4: 1,311 shares; 2026Q1: 2,039 shares; 2026Q2: 2,041 shares 2,041 $299K 0.14% +2 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: 1,607 shares; 2024Q4: 1,397 shares; 2025Q1: 1,401 shares; 2025Q2: 1,406 shares; 2025Q3: 1,408 shares; 2025Q4: 1,411 shares; 2026Q1: 1,561 shares; 2026Q2: 1,563 shares 1,563 $289K 0.13% +2 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,824 shares; 2024Q4: 2,824 shares; 2025Q1: 2,808 shares; 2025Q2: 2,809 shares; 2025Q3: 2,811 shares; 2025Q4: 2,811 shares; 2026Q1: 2,986 shares; 2026Q2: 2,986 shares 2,986 $287K 0.13% 0 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: 1,485 shares; 2024Q4: 1,486 shares; 2025Q1: 1,486 shares; 2025Q2: 1,487 shares; 2025Q3: 1,486 shares; 2025Q4: 1,487 shares; 2026Q1: 1,548 shares; 2026Q2: 1,498 shares 1,498 $284K 0.13% -50 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: 854 shares; 2024Q4: 854 shares; 2025Q1: 837 shares; 2025Q2: 736 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 867 shares; 2026Q2: 791 shares 791 $283K 0.13% -76 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,920 shares; 2024Q4: 1,933 shares; 2025Q1: 1,944 shares; 2025Q2: 1,956 shares; 2025Q3: 1,764 shares; 2025Q4: 1,774 shares; 2026Q1: 1,780 shares; 2026Q2: 1,786 shares 1,786 $282K 0.13% +6 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: 633 shares; 2025Q1: 635 shares; 2025Q2: 637 shares; 2025Q3: 639 shares; 2025Q4: 640 shares; 2026Q1: 641 shares; 2026Q2: 641 shares 641 $278K 0.13% 0 Timeline VTWG 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: 941 shares; 2026Q1: 941 shares; 2026Q2: 942 shares 942 $271K 0.12% +1 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: 958 shares; 2024Q4: 964 shares; 2025Q1: 970 shares; 2025Q2: 975 shares; 2025Q3: 976 shares; 2025Q4: 881 shares; 2026Q1: 881 shares; 2026Q2: 881 shares 881 $248K 0.11% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 767 shares; 2024Q4: 769 shares; 2025Q1: 771 shares; 2025Q2: 775 shares; 2025Q3: 777 shares; 2025Q4: 780 shares; 2026Q1: 782 shares; 2026Q2: 785 shares 785 $246K 0.11% +3 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,533 shares; 2024Q4: 2,535 shares; 2025Q1: 2,538 shares; 2025Q2: 2,540 shares; 2025Q3: 1,890 shares; 2025Q4: 1,892 shares; 2026Q1: 1,895 shares; 2026Q2: 1,897 shares 1,897 $242K 0.11% +2 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: 297 shares; 2024Q4: 297 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 310 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 307 shares 307 $229K 0.11% +1 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: 1,175 shares; 2025Q1: 1,178 shares; 2025Q2: 1,180 shares; 2025Q3: 1,183 shares; 2025Q4: 1,186 shares; 2026Q1: 1,188 shares; 2026Q2: 1,190 shares 1,190 $213K 0.1% +2 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,938 shares; 2026Q1: 6,974 shares; 2026Q2: 7,012 shares 7,012 $205K 0.09% +38 Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,394 shares; 2024Q4: 17,394 shares; 2025Q1: 17,394 shares; 2025Q2: 17,394 shares; 2025Q3: 17,394 shares; 2025Q4: 17,394 shares; 2026Q1: 17,394 shares; 2026Q2: 17,394 shares 17,394 $85.8K 0.04% 0 Timeline