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: 176,325 shares; 2024Q4: 180,152 shares; 2025Q1: 180,400 shares; 2025Q2: 134,930 shares; 2025Q3: 133,710 shares; 2025Q4: 135,733 shares; 2026Q1: 132,375 shares; 2026Q2: 500,094 shares 500,094 $40.3M 8.17% +367,719 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,088 shares; 2025Q2: 77,988 shares; 2025Q3: 77,851 shares; 2025Q4: 78,023 shares; 2026Q1: 76,393 shares; 2026Q2: 71,266 shares 71,266 $30.9M 6.26% -5,127 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: 73,262 shares; 2024Q4: 73,519 shares; 2025Q1: 78,705 shares; 2025Q2: 78,598 shares; 2025Q3: 76,130 shares; 2025Q4: 77,012 shares; 2026Q1: 83,376 shares; 2026Q2: 80,597 shares 80,597 $30.1M 6.1% -2,779 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: 110,619 shares; 2024Q4: 160,032 shares; 2025Q1: 149,509 shares; 2025Q2: 105,236 shares; 2025Q3: 102,658 shares; 2025Q4: 101,083 shares; 2026Q1: 99,606 shares; 2026Q2: 96,103 shares 96,103 $27.8M 5.64% -3,503 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: 106,810 shares; 2024Q4: 107,158 shares; 2025Q1: not reported; 2025Q2: 106,470 shares; 2025Q3: 104,985 shares; 2025Q4: 100,546 shares; 2026Q1: 80,440 shares; 2026Q2: 75,937 shares 75,937 $27.1M 5.51% -4,503 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: 125,205 shares; 2024Q4: 126,020 shares; 2025Q1: 128,494 shares; 2025Q2: 132,843 shares; 2025Q3: 137,582 shares; 2025Q4: 144,106 shares; 2026Q1: 174,592 shares; 2026Q2: 165,206 shares 165,206 $25.4M 5.15% -9,386 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: 100,157 shares; 2024Q4: 101,212 shares; 2025Q1: 102,623 shares; 2025Q2: 104,404 shares; 2025Q3: 106,546 shares; 2025Q4: 107,962 shares; 2026Q1: 108,079 shares; 2026Q2: 103,117 shares 103,117 $24.6M 4.99% -4,962 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: 179,847 shares; 2024Q4: 172,286 shares; 2025Q1: 174,824 shares; 2025Q2: 141,407 shares; 2025Q3: 129,076 shares; 2025Q4: 128,971 shares; 2026Q1: 124,861 shares; 2026Q2: 119,069 shares 119,069 $23.8M 4.83% -5,792 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,591 shares; 2024Q4: 41,883 shares; 2025Q1: 42,046 shares; 2025Q2: 41,516 shares; 2025Q3: 36,021 shares; 2025Q4: 37,043 shares; 2026Q1: 36,897 shares; 2026Q2: 35,345 shares 35,345 $17.4M 3.52% -1,552 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: 29,495 shares; 2024Q4: 29,631 shares; 2025Q1: 26,974 shares; 2025Q2: 26,864 shares; 2025Q3: 27,000 shares; 2025Q4: 27,982 shares; 2026Q1: 28,470 shares; 2026Q2: 27,611 shares 27,611 $14.2M 2.88% -859 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: 50,939 shares; 2024Q4: 50,670 shares; 2025Q1: 48,561 shares; 2025Q2: 46,858 shares; 2025Q3: 45,400 shares; 2025Q4: 45,214 shares; 2026Q1: 40,058 shares; 2026Q2: 38,230 shares 38,230 $12.5M 2.54% -1,828 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,905 shares; 2024Q4: 122,012 shares; 2025Q1: 126,267 shares; 2025Q2: 131,109 shares; 2025Q3: 133,868 shares; 2025Q4: 137,220 shares; 2026Q1: 137,336 shares; 2026Q2: 131,371 shares 131,371 $11.9M 2.41% -5,965 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: 47,690 shares; 2024Q4: 48,103 shares; 2025Q1: 47,767 shares; 2025Q2: 47,684 shares; 2025Q3: 47,419 shares; 2025Q4: 49,149 shares; 2026Q1: 49,047 shares; 2026Q2: 47,571 shares 47,571 $10.6M 2.15% -1,476 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,148 shares; 2024Q4: 21,225 shares; 2025Q1: 20,946 shares; 2025Q2: 20,979 shares; 2025Q3: 20,727 shares; 2025Q4: 21,726 shares; 2026Q1: 25,307 shares; 2026Q2: 24,600 shares 24,600 $10M 2.03% -707 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: 19,359 shares; 2024Q4: 22,561 shares; 2025Q1: 24,013 shares; 2025Q2: 25,219 shares; 2025Q3: 25,078 shares; 2025Q4: 25,427 shares; 2026Q1: 24,994 shares; 2026Q2: 23,494 shares 23,494 $9.76M 1.98% -1,500 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: 12,027 shares; 2024Q4: 11,725 shares; 2025Q1: 11,374 shares; 2025Q2: 11,445 shares; 2025Q3: 11,371 shares; 2025Q4: 119,761 shares; 2026Q1: 143,402 shares; 2026Q2: 134,950 shares 134,950 $9.64M 1.95% -8,452 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,331 shares; 2024Q4: 44,717 shares; 2025Q1: 43,392 shares; 2025Q2: 42,428 shares; 2025Q3: 42,789 shares; 2025Q4: 43,835 shares; 2026Q1: 43,121 shares; 2026Q2: 40,893 shares 40,893 $9.03M 1.83% -2,228 Timeline XBI 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: 48,196 shares; 2024Q4: 49,666 shares; 2025Q1: 51,838 shares; 2025Q2: 54,960 shares; 2025Q3: 56,433 shares; 2025Q4: 56,979 shares; 2026Q1: 55,973 shares; 2026Q2: 52,163 shares 52,163 $8.25M 1.67% -3,810 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,386 shares; 2024Q4: 15,494 shares; 2025Q1: 15,578 shares; 2025Q2: 15,798 shares; 2025Q3: 16,256 shares; 2025Q4: 16,616 shares; 2026Q1: 16,496 shares; 2026Q2: 15,958 shares 15,958 $7.93M 1.61% -538 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: 34,499 shares; 2024Q4: 34,879 shares; 2025Q1: 36,317 shares; 2025Q2: 39,526 shares; 2025Q3: 39,740 shares; 2025Q4: 38,752 shares; 2026Q1: 34,592 shares; 2026Q2: 33,104 shares 33,104 $7.81M 1.58% -1,488 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: 13,764 shares; 2024Q4: 14,035 shares; 2025Q1: 14,249 shares; 2025Q2: 14,417 shares; 2025Q3: 13,867 shares; 2025Q4: 14,412 shares; 2026Q1: 14,960 shares; 2026Q2: 14,244 shares 14,244 $7.39M 1.5% -716 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: 24,710 shares; 2024Q4: 25,433 shares; 2025Q1: 25,782 shares; 2025Q2: 34,692 shares; 2025Q3: 36,296 shares; 2025Q4: 36,296 shares; 2026Q1: 36,010 shares; 2026Q2: 35,054 shares 35,054 $7.19M 1.46% -956 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,557 shares; 2024Q4: 56,610 shares; 2025Q1: 57,905 shares; 2025Q2: 58,999 shares; 2025Q3: 57,909 shares; 2025Q4: 58,777 shares; 2026Q1: 59,177 shares; 2026Q2: 58,714 shares 58,714 $6.94M 1.41% -463 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER 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: 68,305 shares; 2025Q3: 73,241 shares; 2025Q4: 77,334 shares; 2026Q1: 98,972 shares; 2026Q2: 95,466 shares 95,466 $6.89M 1.4% -3,506 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: 8,876 shares; 2024Q4: 10,332 shares; 2025Q1: 10,626 shares; 2025Q2: 11,626 shares; 2025Q3: 10,666 shares; 2025Q4: 10,536 shares; 2026Q1: 12,427 shares; 2026Q2: 73,069 shares 73,069 $6.29M 1.28% +60,642 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: 49,465 shares; 2024Q4: 50,440 shares; 2025Q1: 50,528 shares; 2025Q2: 49,721 shares; 2025Q3: 46,899 shares; 2025Q4: 47,866 shares; 2026Q1: 47,383 shares; 2026Q2: 45,590 shares 45,590 $6.17M 1.25% -1,793 Timeline JQUA 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: 60,857 shares; 2024Q4: 71,404 shares; 2025Q1: 73,721 shares; 2025Q2: 80,942 shares; 2025Q3: 74,445 shares; 2025Q4: 74,876 shares; 2026Q1: 76,366 shares; 2026Q2: 78,266 shares 78,266 $5.66M 1.15% +1,900 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,699 shares; 2024Q4: 18,150 shares; 2025Q1: 18,217 shares; 2025Q2: 18,380 shares; 2025Q3: 17,588 shares; 2025Q4: 17,234 shares; 2026Q1: 12,376 shares; 2026Q2: 12,220 shares 12,220 $5.51M 1.12% -156 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,619 shares; 2024Q4: 42,614 shares; 2025Q1: 43,894 shares; 2025Q2: 45,702 shares; 2025Q3: 45,251 shares; 2025Q4: 46,305 shares; 2026Q1: 46,807 shares; 2026Q2: 28,360 shares 28,360 $4.62M 0.94% -18,447 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 reported; 2024Q4: not reported; 2025Q1: 263 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,818 shares; 2026Q1: 3,807 shares; 2026Q2: 3,758 shares 3,758 $4.51M 0.91% -49 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: 15,660 shares; 2024Q4: 14,364 shares; 2025Q1: 10,655 shares; 2025Q2: 7,773 shares; 2025Q3: 7,046 shares; 2025Q4: 6,298 shares; 2026Q1: 5,885 shares; 2026Q2: 5,678 shares 5,678 $4.25M 0.86% -207 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: 43,940 shares; 2024Q4: 44,777 shares; 2025Q1: 44,895 shares; 2025Q2: 45,778 shares; 2025Q3: 46,417 shares; 2025Q4: 45,187 shares; 2026Q1: 39,291 shares; 2026Q2: 32,427 shares 32,427 $4.21M 0.85% -6,864 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,512 shares 20,512 $3.62M 0.73% new 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: 760 shares; 2024Q4: 760 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,086 shares 7,086 $3.55M 0.72% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,806 shares; 2024Q4: 12,944 shares; 2025Q1: 12,192 shares; 2025Q2: 12,387 shares; 2025Q3: 14,362 shares; 2025Q4: 15,002 shares; 2026Q1: 15,292 shares; 2026Q2: 13,243 shares 13,243 $3.46M 0.7% -2,049 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: 465 shares; 2024Q4: 465 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,251 shares 34,251 $3.4M 0.69% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,740 shares 19,740 $3.35M 0.68% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,048 shares 20,048 $2.93M 0.59% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,072 shares; 2025Q2: 37,881 shares; 2025Q3: 39,819 shares; 2025Q4: 41,086 shares; 2026Q1: 44,740 shares; 2026Q2: 43,272 shares 43,272 $2.91M 0.59% -1,468 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 136,123 shares; 2026Q1: 139,195 shares; 2026Q2: 132,858 shares 132,858 $2.79M 0.57% -6,337 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,483 shares; 2024Q4: 15,718 shares; 2025Q1: 22,548 shares; 2025Q2: 24,792 shares; 2025Q3: 25,099 shares; 2025Q4: 25,193 shares; 2026Q1: 27,366 shares; 2026Q2: 27,019 shares 27,019 $2.55M 0.52% -347 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: not reported; 2024Q4: not reported; 2025Q1: 25,338 shares; 2025Q2: 25,338 shares; 2025Q3: 25,338 shares; 2025Q4: 25,338 shares; 2026Q1: 25,338 shares; 2026Q2: 25,338 shares 25,338 $2.23M 0.45% 0 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: 9,989 shares; 2024Q4: 9,945 shares; 2025Q1: 10,135 shares; 2025Q2: 10,038 shares; 2025Q3: 10,147 shares; 2025Q4: 10,049 shares; 2026Q1: 9,958 shares; 2026Q2: 5,476 shares 5,476 $1.98M 0.4% -4,482 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: 10,765 shares; 2024Q4: 10,765 shares; 2025Q1: 10,765 shares; 2025Q2: 10,765 shares; 2025Q3: 10,765 shares; 2025Q4: 10,765 shares; 2026Q1: 10,765 shares; 2026Q2: 10,765 shares 10,765 $1.7M 0.35% 0 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: 23,209 shares; 2024Q4: 23,209 shares; 2025Q1: 21,301 shares; 2025Q2: 18,489 shares; 2025Q3: 17,170 shares; 2025Q4: 16,863 shares; 2026Q1: 16,200 shares; 2026Q2: 14,713 shares 14,713 $1.62M 0.33% -1,487 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,683 shares; 2024Q4: 6,669 shares; 2025Q1: 6,472 shares; 2025Q2: 6,250 shares; 2025Q3: 5,407 shares; 2025Q4: 5,440 shares; 2026Q1: 5,418 shares; 2026Q2: 5,458 shares 5,458 $1.52M 0.31% +40 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,591 shares; 2026Q1: 72,659 shares; 2026Q2: 75,291 shares 75,291 $1.36M 0.28% +2,632 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: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,518 shares; 2025Q2: 1,406 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares; 2026Q1: 1,186 shares; 2026Q2: 1,186 shares 1,186 $1.11M 0.23% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,923 shares; 2024Q4: 4,813 shares; 2025Q1: 4,695 shares; 2025Q2: 6,784 shares; 2025Q3: 7,346 shares; 2025Q4: 7,656 shares; 2026Q1: 8,090 shares; 2026Q2: 8,203 shares 8,203 $1.08M 0.22% +113 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: 3,698 shares; 2024Q4: 3,952 shares; 2025Q1: 4,981 shares; 2025Q2: 4,573 shares; 2025Q3: 4,573 shares; 2025Q4: 4,573 shares; 2026Q1: 4,376 shares; 2026Q2: 4,031 shares 4,031 $1.02M 0.21% -345 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: 6,368 shares; 2024Q4: 6,126 shares; 2025Q1: 5,957 shares; 2025Q2: 5,382 shares; 2025Q3: 5,272 shares; 2025Q4: 4,534 shares; 2026Q1: 4,483 shares; 2026Q2: 4,328 shares 4,328 $982K 0.2% -155 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: 8,381 shares; 2025Q2: 11,026 shares; 2025Q3: 8,551 shares; 2025Q4: 8,551 shares; 2026Q1: 8,551 shares; 2026Q2: 8,520 shares 8,520 $823K 0.17% -31 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: 8,953 shares; 2024Q4: 8,799 shares; 2025Q1: 113,031 shares; 2025Q2: 9,259 shares; 2025Q3: 4,460 shares; 2025Q4: 4,377 shares; 2026Q1: 2,466 shares; 2026Q2: 2,326 shares 2,326 $822K 0.17% -140 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares; 2026Q2: 2,040 shares 2,040 $756K 0.15% 0 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: 7,665 shares; 2024Q4: 22,995 shares; 2025Q1: 22,885 shares; 2025Q2: 22,885 shares; 2025Q3: 22,885 shares; 2025Q4: 22,885 shares; 2026Q1: 22,885 shares; 2026Q2: 22,885 shares 22,885 $726K 0.15% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $706K 0.14% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 957 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares; 2026Q2: 930 shares 930 $694K 0.14% 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: 5,889 shares; 2024Q4: 5,757 shares; 2025Q1: 4,756 shares; 2025Q2: 4,652 shares; 2025Q3: 1,879 shares; 2025Q4: 1,879 shares; 2026Q1: 1,863 shares; 2026Q2: 1,863 shares 1,863 $639K 0.13% 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: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 7,839 shares; 2025Q2: 7,839 shares; 2025Q3: 7,839 shares; 2025Q4: 7,839 shares; 2026Q1: 7,706 shares; 2026Q2: 7,680 shares 7,680 $624K 0.13% -26 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: 2,900 shares; 2024Q4: 2,465 shares; 2025Q1: 2,725 shares; 2025Q2: 2,600 shares; 2025Q3: 2,377 shares; 2025Q4: 2,124 shares; 2026Q1: 1,955 shares; 2026Q2: 1,594 shares 1,594 $602K 0.12% -361 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,898 shares; 2024Q4: 3,898 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 4,188 shares; 2025Q4: 4,313 shares; 2026Q1: 4,313 shares; 2026Q2: 3,704 shares 3,704 $578K 0.12% -609 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,246 shares; 2025Q1: 2,607 shares; 2025Q2: 2,692 shares; 2025Q3: 2,929 shares; 2025Q4: 2,929 shares; 2026Q1: 2,929 shares; 2026Q2: 2,512 shares 2,512 $562K 0.11% -417 Timeline VDC 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: 2,420 shares; 2024Q4: 2,420 shares; 2025Q1: 2,420 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares; 2025Q4: 2,420 shares; 2026Q1: 2,420 shares; 2026Q2: 2,420 shares 2,420 $546K 0.11% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares; 2025Q4: 1,429 shares; 2026Q1: 1,429 shares; 2026Q2: 1,429 shares 1,429 $494K 0.1% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 917 shares; 2026Q2: 681 shares 681 $486K 0.1% -236 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: 1,624 shares; 2024Q4: 1,291 shares; 2025Q1: 1,291 shares; 2025Q2: 1,291 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares; 2026Q2: 1,291 shares 1,291 $478K 0.1% 0 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: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 3,000 shares; 2025Q4: 3,093 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $476K 0.1% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,022 shares; 2025Q2: 6,022 shares; 2025Q3: 5,948 shares; 2025Q4: 5,148 shares; 2026Q1: 4,498 shares; 2026Q2: 4,498 shares 4,498 $460K 0.09% 0 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: 1,979 shares; 2024Q4: 1,979 shares; 2025Q1: 2,566 shares; 2025Q2: 2,566 shares; 2025Q3: 2,566 shares; 2025Q4: 2,566 shares; 2026Q1: 2,334 shares; 2026Q2: 1,824 shares 1,824 $459K 0.09% -510 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: 6,469 shares; 2025Q2: 8,030 shares; 2025Q3: 6,300 shares; 2025Q4: 5,480 shares; 2026Q1: 5,480 shares; 2026Q2: 5,480 shares 5,480 $454K 0.09% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,921 shares; 2024Q4: 2,921 shares; 2025Q1: 3,066 shares; 2025Q2: 3,066 shares; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares; 2026Q1: 2,893 shares; 2026Q2: 2,131 shares 2,131 $445K 0.09% -762 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,482 shares; 2024Q4: 6,482 shares; 2025Q1: 5,922 shares; 2025Q2: 5,579 shares; 2025Q3: 5,467 shares; 2025Q4: 5,337 shares; 2026Q1: 4,944 shares; 2026Q2: 4,089 shares 4,089 $420K 0.09% -855 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $406K 0.08% 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: 3,420 shares; 2024Q4: 3,420 shares; 2025Q1: 2,219 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,216 shares; 2026Q1: 2,216 shares; 2026Q2: 2,194 shares 2,194 $405K 0.08% -22 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: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $401K 0.08% 0 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: 957 shares; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 957 shares; 2025Q4: 957 shares; 2026Q1: 957 shares; 2026Q2: 957 shares 957 $392K 0.08% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,518 shares; 2025Q4: 2,518 shares; 2026Q1: 2,518 shares; 2026Q2: 2,078 shares 2,078 $376K 0.08% -440 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 reported; 2024Q4: not reported; 2025Q1: 3,410 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $376K 0.08% 0 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: 2,803 shares; 2024Q4: 2,675 shares; 2025Q1: 3,123 shares; 2025Q2: 3,123 shares; 2025Q3: 2,952 shares; 2025Q4: 2,755 shares; 2026Q1: 2,954 shares; 2026Q2: 2,491 shares 2,491 $365K 0.07% -463 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: not reported; 2025Q4: 4,792 shares; 2026Q1: 3,837 shares; 2026Q2: 3,285 shares 3,285 $340K 0.07% -552 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,765 shares; 2024Q4: 2,765 shares; 2025Q1: 2,876 shares; 2025Q2: 2,876 shares; 2025Q3: 2,876 shares; 2025Q4: 2,876 shares; 2026Q1: 2,787 shares; 2026Q2: 2,787 shares 2,787 $335K 0.07% 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: 11,703 shares; 2024Q4: 11,703 shares; 2025Q1: 11,703 shares; 2025Q2: 11,703 shares; 2025Q3: 11,703 shares; 2025Q4: 11,703 shares; 2026Q1: 11,703 shares; 2026Q2: 8,911 shares 8,911 $328K 0.07% -2,792 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: 10,228 shares; 2024Q4: 10,228 shares; 2025Q1: 10,228 shares; 2025Q2: 10,228 shares; 2025Q3: 10,228 shares; 2025Q4: 10,228 shares; 2026Q1: 10,228 shares; 2026Q2: 7,719 shares 7,719 $316K 0.06% -2,509 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,809 shares; 2024Q4: 4,809 shares; 2025Q1: 4,809 shares; 2025Q2: 4,809 shares; 2025Q3: 4,809 shares; 2025Q4: 4,809 shares; 2026Q1: 4,809 shares; 2026Q2: 3,655 shares 3,655 $297K 0.06% -1,154 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 893 shares; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 893 shares; 2026Q2: 737 shares 737 $297K 0.06% -156 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: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,789 shares; 2025Q2: 1,789 shares; 2025Q3: 1,796 shares; 2025Q4: 1,796 shares; 2026Q1: 1,796 shares; 2026Q2: 1,420 shares 1,420 $293K 0.06% -376 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,442 shares; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares; 2026Q1: 3,340 shares; 2026Q2: 2,642 shares 2,642 $275K 0.06% -698 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: not reported; 2026Q1: 5,044 shares; 2026Q2: 4,441 shares 4,441 $267K 0.05% -603 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,298 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $265K 0.05% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $261K 0.05% 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: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: 3,009 shares; 2025Q2: 3,028 shares; 2025Q3: 478 shares; 2025Q4: 476 shares; 2026Q1: 503 shares; 2026Q2: 503 shares 503 $252K 0.05% 0 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: 1,570 shares; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 1,933 shares; 2025Q3: 1,673 shares; 2025Q4: not reported; 2026Q1: 1,158 shares; 2026Q2: 839 shares 839 $250K 0.05% -319 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: 211 shares 211 $248K 0.05% new 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: 1,366 shares; 2025Q4: 1,535 shares; 2026Q1: 1,369 shares; 2026Q2: 1,066 shares 1,066 $242K 0.05% -303 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares; 2026Q2: 6,250 shares 6,250 $239K 0.05% 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: 2,091 shares; 2024Q4: 1,980 shares; 2025Q1: 879 shares; 2025Q2: 848 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 844 shares; 2026Q2: 659 shares 659 $232K 0.05% -185 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 201 shares 201 $232K 0.05% 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: 2,305 shares; 2025Q3: 3,325 shares; 2025Q4: 3,223 shares; 2026Q1: 2,203 shares; 2026Q2: 2,203 shares 2,203 $229K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: 569 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 396 shares; 2026Q1: 386 shares; 2026Q2: 386 shares 386 $217K 0.04% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 766 shares; 2025Q4: 691 shares; 2026Q1: 691 shares; 2026Q2: 504 shares 504 $210K 0.04% -187 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS 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: 1,628 shares 1,628 $209K 0.04% new Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE 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: 5,500 shares; 2026Q2: 5,500 shares 5,500 $207K 0.04% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,700 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 34,500 shares; 2025Q4: 34,500 shares; 2026Q1: 34,400 shares; 2026Q2: 34,400 shares 34,400 $159K 0.03% 0 Timeline