DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660,296 shares; 2024Q4: 1,671,385 shares; 2025Q1: 1,794,689 shares; 2025Q2: 2,178,411 shares; 2025Q3: 2,260,615 shares; 2025Q4: 2,307,968 shares; 2026Q1: 2,325,624 shares; 2026Q2: 2,353,192 shares 2,353,192 $193M 42.05% +27,568 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,360 shares; 2024Q4: 354,979 shares; 2025Q1: 366,627 shares; 2025Q2: 375,332 shares; 2025Q3: 387,462 shares; 2025Q4: 399,693 shares; 2026Q1: 404,482 shares; 2026Q2: 413,518 shares 413,518 $43M 9.37% +9,036 Timeline JMUB 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: 86,486 shares; 2024Q4: 96,678 shares; 2025Q1: 117,990 shares; 2025Q2: 695,217 shares; 2025Q3: 756,683 shares; 2025Q4: 781,550 shares; 2026Q1: 797,923 shares; 2026Q2: 810,353 shares 810,353 $41M 8.95% +12,430 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: 396,516 shares; 2024Q4: 405,228 shares; 2025Q1: 325,288 shares; 2025Q2: 356,840 shares; 2025Q3: 373,340 shares; 2025Q4: 376,184 shares; 2026Q1: 382,675 shares; 2026Q2: 390,575 shares 390,575 $28.7M 6.25% +7,900 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,372 shares; 2025Q2: 495,200 shares; 2025Q3: 518,837 shares; 2025Q4: 537,497 shares; 2026Q1: 545,526 shares; 2026Q2: 555,479 shares 555,479 $23.2M 5.05% +9,953 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,096 shares; 2024Q4: 183,910 shares; 2025Q1: 196,001 shares; 2025Q2: 208,988 shares; 2025Q3: 218,966 shares; 2025Q4: 227,558 shares; 2026Q1: 230,115 shares; 2026Q2: 234,827 shares 234,827 $19.3M 4.22% +4,712 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,525 shares; 2024Q4: 472,837 shares; 2025Q1: 472,837 shares; 2025Q2: 471,543 shares; 2025Q3: 470,446 shares; 2025Q4: 468,439 shares; 2026Q1: 467,675 shares; 2026Q2: 467,675 shares 467,675 $13.8M 3% 0 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: 30,508 shares; 2024Q4: 30,512 shares; 2025Q1: 30,875 shares; 2025Q2: 30,837 shares; 2025Q3: 31,294 shares; 2025Q4: 39,864 shares; 2026Q1: 39,136 shares; 2026Q2: 39,396 shares 39,396 $11.4M 2.49% +260 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,102 shares; 2024Q4: 150,462 shares; 2025Q1: 157,903 shares; 2025Q2: 165,649 shares; 2025Q3: 177,340 shares; 2025Q4: 184,129 shares; 2026Q1: 185,042 shares; 2026Q2: 189,485 shares 189,485 $10.2M 2.23% +4,443 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: 32,674 shares; 2024Q4: 32,680 shares; 2025Q1: 32,114 shares; 2025Q2: 32,197 shares; 2025Q3: 34,872 shares; 2025Q4: 35,157 shares; 2026Q1: 35,198 shares; 2026Q2: 35,552 shares 35,552 $7.11M 1.55% +354 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: 16,231 shares; 2024Q4: 16,244 shares; 2025Q1: 16,359 shares; 2025Q2: 16,374 shares; 2025Q3: 16,520 shares; 2025Q4: 16,578 shares; 2026Q1: 16,587 shares; 2026Q2: 16,609 shares 16,609 $5.87M 1.28% +22 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,529 shares; 2024Q4: 6,459 shares; 2025Q1: 6,459 shares; 2025Q2: 6,459 shares; 2025Q3: 6,459 shares; 2025Q4: 4,723 shares; 2026Q1: 4,691 shares; 2026Q2: 43,806 shares 43,806 $5.44M 1.19% +39,115 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,125 shares; 2024Q4: 45,194 shares; 2025Q1: 47,652 shares; 2025Q2: 52,064 shares; 2025Q3: 52,164 shares; 2025Q4: 53,678 shares; 2026Q1: 73,204 shares; 2026Q2: 83,773 shares 83,773 $4.33M 0.94% +10,569 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: 12,149 shares; 2024Q4: 9,926 shares; 2025Q1: 9,822 shares; 2025Q2: 9,614 shares; 2025Q3: 9,578 shares; 2025Q4: 9,563 shares; 2026Q1: 9,564 shares; 2026Q2: 9,565 shares 9,565 $3.92M 0.85% +1 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,622 shares; 2024Q4: 5,622 shares; 2025Q1: 5,628 shares; 2025Q2: 5,628 shares; 2025Q3: 6,521 shares; 2025Q4: 7,452 shares; 2026Q1: 7,492 shares; 2026Q2: 7,437 shares 7,437 $3.72M 0.81% -55 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: 828 shares; 2024Q4: 828 shares; 2025Q1: 828 shares; 2025Q2: 7,795 shares; 2025Q3: 7,795 shares; 2025Q4: 7,795 shares; 2026Q1: 7,794 shares; 2026Q2: 7,796 shares 7,796 $2.88M 0.63% +2 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,435 shares; 2024Q4: 33,694 shares; 2025Q1: 34,633 shares; 2025Q2: 37,018 shares; 2025Q3: 37,619 shares; 2025Q4: 39,299 shares; 2026Q1: 53,750 shares; 2026Q2: 62,804 shares 62,804 $2.59M 0.56% +9,054 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: 8,555 shares; 2024Q4: 8,555 shares; 2025Q1: 8,765 shares; 2025Q2: 8,733 shares; 2025Q3: 9,286 shares; 2025Q4: 9,381 shares; 2026Q1: 9,801 shares; 2026Q2: 9,853 shares 9,853 $2.35M 0.51% +52 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,727 shares; 2024Q4: 94,722 shares; 2025Q1: 95,702 shares; 2025Q2: 96,707 shares; 2025Q3: 97,722 shares; 2025Q4: 98,735 shares; 2026Q1: 99,747 shares; 2026Q2: 100,748 shares 100,748 $1.97M 0.43% +1,001 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,313 shares; 2024Q4: 81,181 shares; 2025Q1: 82,021 shares; 2025Q2: 82,907 shares; 2025Q3: 83,825 shares; 2025Q4: 84,726 shares; 2026Q1: 85,611 shares; 2026Q2: 86,519 shares 86,519 $1.7M 0.37% +908 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,141 shares; 2024Q4: 77,014 shares; 2025Q1: 77,868 shares; 2025Q2: 78,759 shares; 2025Q3: 79,664 shares; 2025Q4: 80,548 shares; 2026Q1: 81,415 shares; 2026Q2: 82,316 shares 82,316 $1.68M 0.37% +901 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,693 shares; 2024Q4: 81,611 shares; 2025Q1: 82,516 shares; 2025Q2: 83,486 shares; 2025Q3: 84,484 shares; 2025Q4: 85,427 shares; 2026Q1: 86,362 shares; 2026Q2: 87,350 shares 87,350 $1.62M 0.35% +988 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,487 shares; 2024Q4: 88,513 shares; 2025Q1: 89,503 shares; 2025Q2: 90,574 shares; 2025Q3: 91,653 shares; 2025Q4: 92,685 shares; 2026Q1: 93,717 shares; 2026Q2: 94,798 shares 94,798 $1.58M 0.34% +1,081 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,825 shares; 2024Q4: 2,825 shares; 2025Q1: 3,015 shares; 2025Q2: 3,049 shares; 2025Q3: 3,430 shares; 2025Q4: 3,244 shares; 2026Q1: 3,447 shares; 2026Q2: 3,597 shares 3,597 $1.51M 0.33% +150 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,111 shares; 2024Q4: 84,112 shares; 2025Q1: 85,090 shares; 2025Q2: 86,142 shares; 2025Q3: 87,164 shares; 2025Q4: 88,164 shares; 2026Q1: 89,162 shares; 2026Q2: 90,215 shares 90,215 $1.48M 0.32% +1,053 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,405 shares; 2024Q4: 63,188 shares; 2025Q1: 63,956 shares; 2025Q2: 64,773 shares; 2025Q3: 65,563 shares; 2025Q4: 66,343 shares; 2026Q1: 67,111 shares; 2026Q2: 67,926 shares 67,926 $1.39M 0.3% +815 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,047 shares; 2024Q4: 57,783 shares; 2025Q1: 58,478 shares; 2025Q2: 59,227 shares; 2025Q3: 59,965 shares; 2025Q4: 60,685 shares; 2026Q1: 61,401 shares; 2026Q2: 62,147 shares 62,147 $1.31M 0.29% +746 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: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,809 shares; 2025Q2: 2,805 shares; 2025Q3: 3,020 shares; 2025Q4: 3,329 shares; 2026Q1: 3,331 shares; 2026Q2: 3,293 shares 3,293 $1.23M 0.27% -38 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,992 shares; 2024Q4: 8,992 shares; 2025Q1: 8,992 shares; 2025Q2: 14,362 shares; 2025Q3: 14,362 shares; 2025Q4: 14,362 shares; 2026Q1: 14,362 shares; 2026Q2: 12,125 shares 12,125 $1.08M 0.24% -2,237 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,548 shares; 2025Q3: 48,165 shares; 2025Q4: 48,723 shares; 2026Q1: 49,290 shares; 2026Q2: 49,896 shares 49,896 $1.03M 0.22% +606 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: 12,479 shares; 2024Q4: 12,479 shares; 2025Q1: 12,479 shares; 2025Q2: 12,479 shares; 2025Q3: 12,479 shares; 2025Q4: 12,479 shares; 2026Q1: 12,479 shares; 2026Q2: 12,479 shares 12,479 $955K 0.21% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,701 shares; 2024Q4: 12,015 shares; 2025Q1: 12,407 shares; 2025Q2: 13,377 shares; 2025Q3: 13,211 shares; 2025Q4: 13,912 shares; 2026Q1: 18,681 shares; 2026Q2: 21,264 shares 21,264 $855K 0.19% +2,583 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,636 shares; 2026Q1: 5,597 shares; 2026Q2: 5,597 shares 5,597 $781K 0.17% 0 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,145 shares; 2024Q4: 11,145 shares; 2025Q1: 11,208 shares; 2025Q2: 10,429 shares; 2025Q3: 10,451 shares; 2025Q4: 18,470 shares; 2026Q1: 22,771 shares; 2026Q2: 22,813 shares 22,813 $766K 0.17% +42 Timeline FNDF 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: 17,278 shares; 2024Q4: 17,166 shares; 2025Q1: 17,166 shares; 2025Q2: 14,580 shares; 2025Q3: 14,580 shares; 2025Q4: 14,580 shares; 2026Q1: 14,580 shares; 2026Q2: 14,298 shares 14,298 $754K 0.16% -282 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,031 shares; 2025Q4: 10,470 shares; 2026Q1: 10,492 shares; 2026Q2: 10,513 shares 10,513 $751K 0.16% +21 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 3 shares; 2026Q2: 1 shares 1 $749K 0.16% -2 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,605 shares; 2024Q4: 4,605 shares; 2025Q1: 4,605 shares; 2025Q2: 4,605 shares; 2025Q3: 4,670 shares; 2025Q4: 4,673 shares; 2026Q1: 4,611 shares; 2026Q2: 4,611 shares 4,611 $747K 0.16% 0 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: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,696 shares; 2025Q4: 2,729 shares; 2026Q1: 2,745 shares; 2026Q2: 2,745 shares 2,745 $697K 0.15% 0 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,416 shares; 2026Q1: 101,416 shares; 2026Q2: 101,416 shares 101,416 $663K 0.14% 0 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,810 shares; 2025Q3: 3,810 shares; 2025Q4: 11,810 shares; 2026Q1: 11,810 shares; 2026Q2: 11,810 shares 11,810 $635K 0.14% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 3,600 shares; 2025Q1: 3,500 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 2,900 shares 2,900 $598K 0.13% -300 Timeline SCHG 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: 4,023 shares; 2024Q4: 16,092 shares; 2025Q1: 16,092 shares; 2025Q2: 16,092 shares; 2025Q3: 16,092 shares; 2025Q4: 16,092 shares; 2026Q1: 16,092 shares; 2026Q2: 16,092 shares 16,092 $545K 0.12% 0 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: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,280 shares; 2025Q2: 1,244 shares; 2025Q3: 1,380 shares; 2025Q4: 1,410 shares; 2026Q1: 1,558 shares; 2026Q2: 1,558 shares 1,558 $510K 0.11% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,549 shares; 2025Q4: 1,544 shares; 2026Q1: 1,534 shares; 2026Q2: 1,534 shares 1,534 $506K 0.11% 0 Timeline SLYV 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: 8,468 shares; 2024Q4: 8,468 shares; 2025Q1: 7,129 shares; 2025Q2: 7,129 shares; 2025Q3: 6,529 shares; 2025Q4: 6,529 shares; 2026Q1: 6,529 shares; 2026Q2: 4,597 shares 4,597 $502K 0.11% -1,932 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,647 shares; 2024Q4: 5,647 shares; 2025Q1: 5,652 shares; 2025Q2: 5,652 shares; 2025Q3: 5,862 shares; 2025Q4: 5,895 shares; 2026Q1: 5,738 shares; 2026Q2: 5,738 shares 5,738 $474K 0.1% 0 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: 4,521 shares; 2024Q4: 4,535 shares; 2025Q1: 3,007 shares; 2025Q2: 3,007 shares; 2025Q3: 3,299 shares; 2025Q4: 3,498 shares; 2026Q1: 10,339 shares; 2026Q2: 3,373 shares 3,373 $461K 0.1% -6,966 Timeline SCHV 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: 4,272 shares; 2024Q4: 12,816 shares; 2025Q1: 12,816 shares; 2025Q2: 12,816 shares; 2025Q3: 12,816 shares; 2025Q4: 12,816 shares; 2026Q1: 12,816 shares; 2026Q2: 12,816 shares 12,816 $446K 0.1% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,559 shares; 2024Q4: 18,559 shares; 2025Q1: 18,559 shares; 2025Q2: 16,010 shares; 2025Q3: 12,406 shares; 2025Q4: 11,276 shares; 2026Q1: 11,276 shares; 2026Q2: 8,690 shares 8,690 $431K 0.09% -2,586 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: 451 shares; 2024Q4: 451 shares; 2025Q1: 487 shares; 2025Q2: 493 shares; 2025Q3: 680 shares; 2025Q4: 728 shares; 2026Q1: 752 shares; 2026Q2: 751 shares 751 $423K 0.09% -1 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: 4,015 shares; 2024Q4: 4,015 shares; 2025Q1: 3,181 shares; 2025Q2: 2,792 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares; 2026Q1: 2,139 shares; 2026Q2: 2,139 shares 2,139 $423K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 1,159 shares; 2026Q1: 1,165 shares; 2026Q2: 1,097 shares 1,097 $414K 0.09% -68 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 reported; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 338 shares; 2025Q3: 436 shares; 2025Q4: 438 shares; 2026Q1: 1,997 shares; 2026Q2: 435 shares 435 $407K 0.09% -1,562 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: 2,939 shares; 2024Q4: 2,939 shares; 2025Q1: 2,949 shares; 2025Q2: 2,949 shares; 2025Q3: 2,993 shares; 2025Q4: 3,006 shares; 2026Q1: 2,993 shares; 2026Q2: 2,979 shares 2,979 $403K 0.09% -14 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,288 shares; 2024Q4: 3,288 shares; 2025Q1: 3,288 shares; 2025Q2: 3,288 shares; 2025Q3: 3,288 shares; 2025Q4: 2,896 shares; 2026Q1: 2,896 shares; 2026Q2: 2,896 shares 2,896 $398K 0.09% 0 Timeline IWM 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: 1,469 shares; 2025Q3: 1,469 shares; 2025Q4: 1,469 shares; 2026Q1: 1,320 shares; 2026Q2: 1,320 shares 1,320 $397K 0.09% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,832 shares 7,832 $376K 0.08% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 503 shares; 2026Q2: 503 shares 503 $370K 0.08% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,484 shares; 2024Q4: 10,484 shares; 2025Q1: 10,484 shares; 2025Q2: 7,936 shares; 2025Q3: 7,936 shares; 2025Q4: 7,936 shares; 2026Q1: 7,936 shares; 2026Q2: 7,936 shares 7,936 $352K 0.08% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,377 shares 1,377 $352K 0.08% new 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: 9,078 shares; 2024Q4: 8,170 shares; 2025Q1: 1,740 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares; 2025Q4: 791 shares; 2026Q1: 791 shares; 2026Q2: 791 shares 791 $289K 0.06% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 882 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 780 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares; 2026Q2: 1,505 shares 1,505 $287K 0.06% -55 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: 1,293 shares; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,241 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,176 shares; 2026Q2: 1,176 shares 1,176 $278K 0.06% 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: 1,606 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,651 shares; 2025Q4: 1,666 shares; 2026Q1: 1,653 shares; 2026Q2: 1,653 shares 1,653 $274K 0.06% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 628 shares 628 $250K 0.05% new 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: 555 shares; 2024Q4: 557 shares; 2025Q1: 562 shares; 2025Q2: not reported; 2025Q3: 597 shares; 2025Q4: 611 shares; 2026Q1: 766 shares; 2026Q2: 587 shares 587 $244K 0.05% -179 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,534 shares; 2024Q4: 20,970 shares; 2025Q1: 21,008 shares; 2025Q2: 21,051 shares; 2025Q3: 19,963 shares; 2025Q4: 17,399 shares; 2026Q1: 14,403 shares; 2026Q2: 12,111 shares 12,111 $215K 0.05% -2,292 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES 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: 1,302 shares 1,302 $209K 0.05% new Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST 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: 28,793 shares; 2026Q1: 28,793 shares; 2026Q2: 28,793 shares 28,793 $179K 0.04% 0 Timeline