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 loaded; 2024Q4: 10,551 shares; 2025Q1: 10,662 shares; 2025Q2: 11,182 shares; 2025Q3: 11,669 shares; 2025Q4: 12,177 shares; 2026Q1: 12,717 shares; 2026Q2: 12,575 shares 12,575 $8.64M 6.55% -142 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 46,185 shares; 2025Q2: 68,738 shares; 2025Q3: 113,932 shares; 2025Q4: 145,567 shares; 2026Q1: 165,547 shares; 2026Q2: 174,995 shares 174,995 $8.49M 6.44% +9,448 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,628 shares; 2025Q1: 76,162 shares; 2025Q2: 75,258 shares; 2025Q3: 70,538 shares; 2025Q4: 69,170 shares; 2026Q1: 70,137 shares; 2026Q2: 70,187 shares 70,187 $7.57M 5.74% +50 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,890 shares; 2025Q1: 17,521 shares; 2025Q2: 17,406 shares; 2025Q3: 17,423 shares; 2025Q4: 16,923 shares; 2026Q1: 16,943 shares; 2026Q2: 16,834 shares 16,834 $6.28M 4.76% -109 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: not loaded; 2024Q4: 13,787 shares; 2025Q1: 13,480 shares; 2025Q2: 13,478 shares; 2025Q3: 12,398 shares; 2025Q4: 12,118 shares; 2026Q1: 11,688 shares; 2026Q2: 70,778 shares 70,778 $6.1M 4.62% +59,090 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: not loaded; 2024Q4: 6,702 shares; 2025Q1: 6,767 shares; 2025Q2: 7,173 shares; 2025Q3: 7,238 shares; 2025Q4: 7,277 shares; 2026Q1: 7,542 shares; 2026Q2: 7,818 shares 7,818 $5.76M 4.37% +276 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: not loaded; 2024Q4: 19,820 shares; 2025Q1: 19,512 shares; 2025Q2: 18,841 shares; 2025Q3: 18,420 shares; 2025Q4: 18,258 shares; 2026Q1: 17,945 shares; 2026Q2: 17,826 shares 17,826 $5.16M 3.91% -119 Timeline FNWD FINWARD BANCORP More: the full row for FINWARD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 148,510 shares; 2025Q1: 141,673 shares; 2025Q2: 141,406 shares; 2025Q3: 136,842 shares; 2025Q4: 136,288 shares; 2026Q1: 131,560 shares; 2026Q2: 131,360 shares 131,360 $4.83M 3.66% -200 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: not loaded; 2024Q4: 10,427 shares; 2025Q1: 10,540 shares; 2025Q2: 11,356 shares; 2025Q3: 11,796 shares; 2025Q4: 13,061 shares; 2026Q1: 14,130 shares; 2026Q2: 14,416 shares 14,416 $3.41M 2.59% +286 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: not loaded; 2024Q4: 5,830 shares; 2025Q1: 5,827 shares; 2025Q2: 5,985 shares; 2025Q3: 6,423 shares; 2025Q4: 6,341 shares; 2026Q1: 6,388 shares; 2026Q2: 31,846 shares 31,846 $2.8M 2.12% +25,458 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 loaded; 2024Q4: 3,009 shares; 2025Q1: 3,059 shares; 2025Q2: 3,050 shares; 2025Q3: 2,884 shares; 2025Q4: 2,808 shares; 2026Q1: 2,860 shares; 2026Q2: 22,796 shares 22,796 $2.72M 2.07% +19,936 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: not loaded; 2024Q4: 10,748 shares; 2025Q1: 10,689 shares; 2025Q2: 10,798 shares; 2025Q3: 10,572 shares; 2025Q4: 10,561 shares; 2026Q1: 10,553 shares; 2026Q2: 10,503 shares 10,503 $2.67M 2.02% -50 Timeline SPGP 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 loaded; 2024Q4: 34,443 shares; 2025Q1: 34,811 shares; 2025Q2: 34,402 shares; 2025Q3: 29,677 shares; 2025Q4: 28,564 shares; 2026Q1: 27,994 shares; 2026Q2: 19,789 shares 19,789 $2.42M 1.84% -8,205 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 loaded; 2024Q4: 29,725 shares; 2025Q1: 29,345 shares; 2025Q2: 29,300 shares; 2025Q3: 28,861 shares; 2025Q4: 28,456 shares; 2026Q1: 28,511 shares; 2026Q2: 31,036 shares 31,036 $2.39M 1.82% +2,525 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 loaded; 2024Q4: 5,520 shares; 2025Q1: 5,770 shares; 2025Q2: 5,755 shares; 2025Q3: 5,997 shares; 2025Q4: 12,304 shares; 2026Q1: 11,749 shares; 2026Q2: 11,899 shares 11,899 $2.27M 1.72% +150 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,378 shares; 2025Q1: 13,552 shares; 2025Q2: 13,827 shares; 2025Q3: 13,614 shares; 2025Q4: 13,502 shares; 2026Q1: 13,414 shares; 2026Q2: 13,555 shares 13,555 $2.22M 1.68% +141 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: not loaded; 2024Q4: 6,663 shares; 2025Q1: 6,719 shares; 2025Q2: 6,699 shares; 2025Q3: 6,674 shares; 2025Q4: 6,609 shares; 2026Q1: 6,593 shares; 2026Q2: 6,563 shares 6,563 $2.15M 1.63% -30 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,488 shares; 2025Q1: 50,211 shares; 2025Q2: 50,136 shares; 2025Q3: 46,801 shares; 2025Q4: 45,985 shares; 2026Q1: 44,700 shares; 2026Q2: 44,553 shares 44,553 $2.15M 1.63% -147 Timeline VIGI 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 loaded; 2024Q4: 10,546 shares; 2025Q1: 12,321 shares; 2025Q2: 13,726 shares; 2025Q3: 14,442 shares; 2025Q4: 15,619 shares; 2026Q1: 18,114 shares; 2026Q2: 18,864 shares 18,864 $1.76M 1.34% +750 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: not loaded; 2024Q4: 6,616 shares; 2025Q1: 6,616 shares; 2025Q2: 6,616 shares; 2025Q3: 6,566 shares; 2025Q4: 6,566 shares; 2026Q1: 6,446 shares; 2026Q2: 6,446 shares 6,446 $1.62M 1.23% 0 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: not loaded; 2024Q4: 3,195 shares; 2025Q1: 3,285 shares; 2025Q2: 3,277 shares; 2025Q3: 3,628 shares; 2025Q4: 3,791 shares; 2026Q1: 4,916 shares; 2026Q2: 7,291 shares 7,291 $1.59M 1.21% +2,375 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: not loaded; 2024Q4: 7,826 shares; 2025Q1: 7,808 shares; 2025Q2: 8,490 shares; 2025Q3: 9,330 shares; 2025Q4: 9,597 shares; 2026Q1: 10,302 shares; 2026Q2: 10,642 shares 10,642 $1.58M 1.2% +340 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,843 shares; 2025Q1: 9,573 shares; 2025Q2: 9,353 shares; 2025Q3: 10,244 shares; 2025Q4: 9,353 shares; 2026Q1: 9,613 shares; 2026Q2: 9,958 shares 9,958 $1.57M 1.19% +345 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,922 shares; 2025Q1: 18,997 shares; 2025Q2: 19,322 shares; 2025Q3: 19,332 shares; 2025Q4: 16,863 shares; 2026Q1: 15,926 shares; 2026Q2: 24,872 shares 24,872 $1.4M 1.06% +8,946 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,848 shares; 2025Q1: 27,804 shares; 2025Q2: 27,729 shares; 2025Q3: 27,258 shares; 2025Q4: 28,258 shares; 2026Q1: 28,158 shares; 2026Q2: 28,133 shares 28,133 $1.34M 1.01% -25 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,400 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares; 2026Q2: 11,400 shares 11,400 $1.28M 0.97% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,362 shares; 2025Q1: 5,296 shares; 2025Q2: 5,296 shares; 2025Q3: 5,354 shares; 2025Q4: 5,318 shares; 2026Q1: 5,213 shares; 2026Q2: 5,213 shares 5,213 $1.24M 0.94% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,210 shares; 2025Q1: 15,180 shares; 2025Q2: 15,677 shares; 2025Q3: 14,918 shares; 2025Q4: 14,852 shares; 2026Q1: 14,787 shares; 2026Q2: 14,787 shares 14,787 $1.2M 0.91% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,223 shares; 2025Q1: 5,973 shares; 2025Q2: 5,718 shares; 2025Q3: 5,381 shares; 2025Q4: 5,096 shares; 2026Q1: 4,971 shares; 2026Q2: 4,936 shares 4,936 $1.12M 0.85% -35 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,977 shares; 2025Q1: 8,881 shares; 2025Q2: 8,680 shares; 2025Q3: 8,099 shares; 2025Q4: 7,483 shares; 2026Q1: 7,483 shares; 2026Q2: 7,483 shares 7,483 $1.1M 0.83% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,874 shares; 2025Q4: 7,874 shares; 2026Q1: 7,874 shares; 2026Q2: 7,854 shares 7,854 $1.1M 0.83% -20 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: not loaded; 2024Q4: 3,840 shares; 2025Q1: 3,815 shares; 2025Q2: 3,825 shares; 2025Q3: 3,535 shares; 2025Q4: 3,535 shares; 2026Q1: 3,445 shares; 2026Q2: 3,535 shares 3,535 $1.08M 0.82% +90 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: not loaded; 2024Q4: 4,720 shares; 2025Q1: 4,590 shares; 2025Q2: 4,361 shares; 2025Q3: 4,201 shares; 2025Q4: 4,189 shares; 2026Q1: 4,003 shares; 2026Q2: 4,003 shares 4,003 $1.08M 0.82% 0 Timeline XLU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,411 shares 22,411 $1.02M 0.77% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,460 shares; 2025Q1: 8,460 shares; 2025Q2: 8,460 shares; 2025Q3: 8,460 shares; 2025Q4: 8,460 shares; 2026Q1: 8,460 shares; 2026Q2: 8,460 shares 8,460 $972K 0.74% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $914K 0.69% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,608 shares; 2025Q1: 2,625 shares; 2025Q2: 2,565 shares; 2025Q3: 2,615 shares; 2025Q4: 2,615 shares; 2026Q1: 2,550 shares; 2026Q2: 2,525 shares 2,525 $866K 0.66% -25 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: not loaded; 2024Q4: 7,753 shares; 2025Q1: 7,719 shares; 2025Q2: 7,059 shares; 2025Q3: 7,059 shares; 2025Q4: 6,512 shares; 2026Q1: 6,387 shares; 2026Q2: 6,327 shares 6,327 $865K 0.66% -60 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,298 shares; 2025Q1: 2,298 shares; 2025Q2: 2,286 shares; 2025Q3: 2,398 shares; 2025Q4: 2,348 shares; 2026Q1: 2,348 shares; 2026Q2: 2,348 shares 2,348 $839K 0.64% 0 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 loaded; 2024Q4: 5,126 shares; 2025Q1: 5,158 shares; 2025Q2: 5,100 shares; 2025Q3: 4,758 shares; 2025Q4: 4,888 shares; 2026Q1: 4,878 shares; 2026Q2: 4,528 shares 4,528 $839K 0.64% -350 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: not loaded; 2024Q4: 2,687 shares; 2025Q1: 2,712 shares; 2025Q2: 2,473 shares; 2025Q3: 2,390 shares; 2025Q4: 2,390 shares; 2026Q1: 2,220 shares; 2026Q2: 2,220 shares 2,220 $818K 0.62% 0 Timeline FDL 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 loaded; 2024Q4: 22,517 shares; 2025Q1: 22,517 shares; 2025Q2: 22,517 shares; 2025Q3: 15,906 shares; 2025Q4: 15,656 shares; 2026Q1: 15,656 shares; 2026Q2: 15,656 shares 15,656 $762K 0.58% 0 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 loaded; 2024Q4: 6,300 shares; 2025Q1: 6,255 shares; 2025Q2: 6,250 shares; 2025Q3: 6,048 shares; 2025Q4: 5,943 shares; 2026Q1: 5,943 shares; 2026Q2: 5,894 shares 5,894 $746K 0.57% -49 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,407 shares 13,407 $715K 0.54% new 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: not loaded; 2024Q4: 9,042 shares; 2025Q1: 9,192 shares; 2025Q2: 9,192 shares; 2025Q3: 7,132 shares; 2025Q4: 7,132 shares; 2026Q1: 7,077 shares; 2026Q2: 7,077 shares 7,077 $700K 0.53% 0 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: not loaded; 2024Q4: 1,238 shares; 2025Q1: 1,317 shares; 2025Q2: 1,617 shares; 2025Q3: 1,617 shares; 2025Q4: 1,717 shares; 2026Q1: 1,997 shares; 2026Q2: 2,191 shares 2,191 $664K 0.5% +194 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: not loaded; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,160 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $660K 0.5% 0 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 loaded; 2024Q4: 10,799 shares; 2025Q1: 6,273 shares; 2025Q2: 6,324 shares; 2025Q3: 6,217 shares; 2025Q4: 6,137 shares; 2026Q1: 6,112 shares; 2026Q2: 6,207 shares 6,207 $645K 0.49% +95 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,856 shares; 2025Q1: 6,856 shares; 2025Q2: 6,856 shares; 2025Q3: 6,686 shares; 2025Q4: 6,586 shares; 2026Q1: 6,586 shares; 2026Q2: 6,586 shares 6,586 $630K 0.48% 0 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: not loaded; 2024Q4: 1,800 shares; 2025Q1: 1,854 shares; 2025Q2: 1,949 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares; 2026Q1: 1,754 shares; 2026Q2: 1,754 shares 1,754 $619K 0.47% 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: not loaded; 2024Q4: 1,550 shares; 2025Q1: 1,576 shares; 2025Q2: 1,576 shares; 2025Q3: 1,801 shares; 2025Q4: 1,743 shares; 2026Q1: 1,655 shares; 2026Q2: 1,655 shares 1,655 $605K 0.46% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,167 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,231 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares; 2026Q2: 1,188 shares 1,188 $594K 0.45% 0 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 loaded; 2024Q4: 5,145 shares; 2025Q1: 5,145 shares; 2025Q2: 4,845 shares; 2025Q3: 4,602 shares; 2025Q4: 4,412 shares; 2026Q1: 4,372 shares; 2026Q2: 4,322 shares 4,322 $591K 0.45% -50 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: not loaded; 2024Q4: 2,251 shares; 2025Q1: 2,249 shares; 2025Q2: 2,249 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares; 2026Q1: 1,947 shares; 2026Q2: 1,974 shares 1,974 $590K 0.45% +27 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 921 shares; 2025Q1: 1,015 shares; 2025Q2: 1,018 shares; 2025Q3: 821 shares; 2025Q4: 793 shares; 2026Q1: 795 shares; 2026Q2: 788 shares 788 $588K 0.45% -7 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: not loaded; 2024Q4: 1,091 shares; 2025Q1: 1,029 shares; 2025Q2: 1,009 shares; 2025Q3: 1,003 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares; 2026Q2: 1,021 shares 1,021 $575K 0.44% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,507 shares; 2025Q1: 14,218 shares; 2025Q2: 14,013 shares; 2025Q3: 13,057 shares; 2025Q4: 12,922 shares; 2026Q1: 12,823 shares; 2026Q2: 12,778 shares 12,778 $541K 0.41% -45 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 loaded; 2024Q4: 13,416 shares; 2025Q1: 13,320 shares; 2025Q2: 12,120 shares; 2025Q3: 10,416 shares; 2025Q4: 10,881 shares; 2026Q1: 10,821 shares; 2026Q2: 10,051 shares 10,051 $539K 0.41% -770 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,885 shares; 2025Q1: 9,885 shares; 2025Q2: 9,885 shares; 2025Q3: 9,885 shares; 2025Q4: 9,865 shares; 2026Q1: 9,865 shares; 2026Q2: 9,865 shares 9,865 $535K 0.41% 0 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: not loaded; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 445 shares 445 $534K 0.4% +90 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 loaded; 2024Q4: 15,449 shares; 2025Q1: 14,954 shares; 2025Q2: 14,954 shares; 2025Q3: 14,604 shares; 2025Q4: 14,438 shares; 2026Q1: 14,438 shares; 2026Q2: 14,438 shares 14,438 $533K 0.4% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,819 shares; 2025Q1: 7,819 shares; 2025Q2: 7,819 shares; 2025Q3: 8,293 shares; 2025Q4: 6,556 shares; 2026Q1: 4,306 shares; 2026Q2: 2,558 shares 2,558 $512K 0.39% -1,748 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: not loaded; 2024Q4: 5,501 shares; 2025Q1: 5,501 shares; 2025Q2: 5,501 shares; 2025Q3: 5,501 shares; 2025Q4: 5,501 shares; 2026Q1: 5,451 shares; 2026Q2: 5,451 shares 5,451 $495K 0.38% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,919 shares; 2025Q1: 4,674 shares; 2025Q2: 5,250 shares; 2025Q3: 4,059 shares; 2025Q4: 4,059 shares; 2026Q1: 4,059 shares; 2026Q2: 4,059 shares 4,059 $460K 0.35% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,651 shares; 2025Q1: 9,651 shares; 2025Q2: 9,651 shares; 2025Q3: 9,576 shares; 2025Q4: 9,576 shares; 2026Q1: 9,576 shares; 2026Q2: 9,697 shares 9,697 $452K 0.34% +121 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: not loaded; 2024Q4: 2,602 shares; 2025Q1: 2,602 shares; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares; 2025Q4: 2,521 shares; 2026Q1: 2,446 shares; 2026Q2: 2,446 shares 2,446 $443K 0.34% 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: not loaded; 2024Q4: 5,652 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares 5,600 $438K 0.33% 0 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: not loaded; 2024Q4: 4,124 shares; 2025Q1: 3,722 shares; 2025Q2: 3,678 shares; 2025Q3: 3,611 shares; 2025Q4: 3,429 shares; 2026Q1: 3,327 shares; 2026Q2: 3,169 shares 3,169 $429K 0.33% -158 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,527 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,184 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares; 2026Q2: 1,131 shares 1,131 $419K 0.32% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,303 shares; 2026Q1: 1,303 shares; 2026Q2: 1,071 shares 1,071 $414K 0.31% -232 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: not loaded; 2024Q4: 1,867 shares; 2025Q1: 1,867 shares; 2025Q2: 1,837 shares; 2025Q3: 2,037 shares; 2025Q4: 2,007 shares; 2026Q1: 1,962 shares; 2026Q2: 1,962 shares 1,962 $388K 0.29% 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 loaded; 2024Q4: 18,449 shares; 2025Q1: 18,203 shares; 2025Q2: 18,158 shares; 2025Q3: 18,158 shares; 2025Q4: 18,948 shares; 2026Q1: 18,818 shares; 2026Q2: 18,548 shares 18,548 $384K 0.29% -270 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,560 shares; 2025Q1: 3,560 shares; 2025Q2: 3,560 shares; 2025Q3: 3,570 shares; 2025Q4: 3,570 shares; 2026Q1: 3,570 shares; 2026Q2: 3,570 shares 3,570 $384K 0.29% 0 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: not loaded; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares; 2026Q1: 1,980 shares; 2026Q2: 1,980 shares 1,980 $366K 0.28% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,399 shares; 2025Q4: 6,090 shares; 2026Q1: 5,910 shares; 2026Q2: 5,910 shares 5,910 $353K 0.27% 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: not loaded; 2024Q4: 2,212 shares; 2025Q1: 2,145 shares; 2025Q2: 2,156 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares; 2026Q1: 1,406 shares; 2026Q2: 1,406 shares 1,406 $342K 0.26% 0 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: not loaded; 2024Q4: 4,718 shares; 2025Q1: 4,718 shares; 2025Q2: 4,718 shares; 2025Q3: 4,642 shares; 2025Q4: 4,607 shares; 2026Q1: 4,607 shares; 2026Q2: 4,607 shares 4,607 $331K 0.25% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,379 shares; 2025Q1: 3,379 shares; 2025Q2: 3,344 shares; 2025Q3: 3,344 shares; 2025Q4: 3,344 shares; 2026Q1: 3,344 shares; 2026Q2: 3,344 shares 3,344 $329K 0.25% 0 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,065 shares; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares; 2026Q2: 2,065 shares 2,065 $328K 0.25% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,185 shares; 2025Q1: 2,185 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 2,185 shares; 2026Q1: 2,185 shares; 2026Q2: 2,185 shares 2,185 $321K 0.24% 0 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: not loaded; 2024Q4: 702 shares; 2025Q1: not reported; 2025Q2: 702 shares; 2025Q3: 811 shares; 2025Q4: 841 shares; 2026Q1: 841 shares; 2026Q2: 841 shares 841 $311K 0.24% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,756 shares; 2025Q1: 13,719 shares; 2025Q2: 13,719 shares; 2025Q3: 8,529 shares; 2025Q4: 8,231 shares; 2026Q1: 7,331 shares; 2026Q2: 4,128 shares 4,128 $303K 0.23% -3,203 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares; 2026Q2: 2,060 shares 2,060 $295K 0.22% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,548 shares; 2026Q2: 1,548 shares 1,548 $294K 0.22% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,072 shares; 2025Q4: 6,072 shares; 2026Q1: 6,072 shares; 2026Q2: 6,072 shares 6,072 $289K 0.22% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 490 shares 490 $285K 0.22% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 550 shares 550 $280K 0.21% -20 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,253 shares; 2025Q1: 12,364 shares; 2025Q2: 12,024 shares; 2025Q3: 11,412 shares; 2025Q4: 11,412 shares; 2026Q1: 11,412 shares; 2026Q2: 11,412 shares 11,412 $275K 0.21% 0 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: not loaded; 2024Q4: 1,326 shares; 2025Q1: 1,326 shares; 2025Q2: 1,326 shares; 2025Q3: 1,326 shares; 2025Q4: 890 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $271K 0.21% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 640 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares; 2026Q2: 517 shares 517 $268K 0.2% 0 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: not loaded; 2024Q4: 1,458 shares; 2025Q1: 1,609 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares; 2026Q2: 1,609 shares 1,609 $267K 0.2% 0 Timeline VRP 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 loaded; 2024Q4: 11,175 shares; 2025Q1: 11,085 shares; 2025Q2: 10,585 shares; 2025Q3: 10,135 shares; 2025Q4: 10,945 shares; 2026Q1: 10,945 shares; 2026Q2: 10,945 shares 10,945 $266K 0.2% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,432 shares; 2025Q1: 18,432 shares; 2025Q2: 18,432 shares; 2025Q3: 18,432 shares; 2025Q4: 9,000 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $255K 0.19% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,474 shares; 2025Q1: 3,474 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,159 shares 2,159 $254K 0.19% new 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: not loaded; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $253K 0.19% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $246K 0.19% 0 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 loaded; 2024Q4: 2,367 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,949 shares; 2025Q4: 2,862 shares; 2026Q1: 2,812 shares; 2026Q2: 2,532 shares 2,532 $244K 0.19% -280 Timeline QQQJ 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 loaded; 2024Q4: 6,655 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,180 shares 5,180 $235K 0.18% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: not reported; 2026Q2: 1,872 shares 1,872 $232K 0.18% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 364 shares; 2026Q2: 364 shares 364 $231K 0.18% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 456 shares; 2026Q2: 429 shares 429 $219K 0.17% -27 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,843 shares; 2025Q2: not reported; 2025Q3: 1,843 shares; 2025Q4: not reported; 2026Q1: 1,843 shares; 2026Q2: 1,843 shares 1,843 $215K 0.16% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,864 shares; 2025Q1: 3,695 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,695 shares; 2026Q2: 3,695 shares 3,695 $213K 0.16% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,730 shares; 2026Q1: not reported; 2026Q2: 1,730 shares 1,730 $209K 0.16% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 470 shares 470 $204K 0.15% new 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: not loaded; 2024Q4: not reported; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 1,856 shares; 2026Q1: 1,856 shares; 2026Q2: 1,856 shares 1,856 $203K 0.15% 0 Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,485 shares 13,485 $77.4K 0.06% new Timeline