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: 137,165 shares; 2024Q4: 135,802 shares; 2025Q1: 137,371 shares; 2025Q2: 130,441 shares; 2025Q3: 133,562 shares; 2025Q4: 136,286 shares; 2026Q1: 140,361 shares; 2026Q2: 139,687 shares 139,687 $51.7M 32.26% -674 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: 305,197 shares; 2024Q4: 322,825 shares; 2025Q1: 342,250 shares; 2025Q2: 349,252 shares; 2025Q3: 378,997 shares; 2025Q4: 400,460 shares; 2026Q1: 416,044 shares; 2026Q2: 429,773 shares 429,773 $31.6M 19.69% +13,729 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,641 shares; 2024Q4: 29,027 shares; 2025Q1: 27,642 shares; 2025Q2: 30,964 shares; 2025Q3: 29,549 shares; 2025Q4: 29,495 shares; 2026Q1: 29,547 shares; 2026Q2: 29,266 shares 29,266 $20.1M 12.54% -281 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,564 shares; 2024Q4: 218,203 shares; 2025Q1: 224,263 shares; 2025Q2: 221,101 shares; 2025Q3: 222,210 shares; 2025Q4: 230,751 shares; 2026Q1: 233,431 shares; 2026Q2: 231,843 shares 231,843 $19.8M 12.37% -1,588 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,709 shares; 2024Q4: 22,709 shares; 2025Q1: 22,709 shares; 2025Q2: 22,709 shares; 2025Q3: 22,709 shares; 2025Q4: 22,709 shares; 2026Q1: 22,709 shares; 2026Q2: 22,709 shares 22,709 $7.14M 4.46% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,063 shares; 2024Q4: 38,985 shares; 2025Q1: 40,362 shares; 2025Q2: 41,809 shares; 2025Q3: 41,967 shares; 2025Q4: 42,049 shares; 2026Q1: 41,786 shares; 2026Q2: 41,345 shares 41,345 $3.46M 2.16% -441 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: 11,807 shares; 2024Q4: 12,136 shares; 2025Q1: 12,222 shares; 2025Q2: 12,088 shares; 2025Q3: 11,686 shares; 2025Q4: 11,561 shares; 2026Q1: 11,523 shares; 2026Q2: 11,205 shares 11,205 $3.4M 2.12% -318 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: 21,315 shares; 2024Q4: 21,315 shares; 2025Q1: 32,058 shares; 2025Q2: 31,594 shares; 2025Q3: 21,564 shares; 2025Q4: 21,564 shares; 2026Q1: 21,564 shares; 2026Q2: 21,564 shares 21,564 $2.95M 1.84% 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: 12,860 shares; 2024Q4: 12,417 shares; 2025Q1: 12,417 shares; 2025Q2: 12,417 shares; 2025Q3: 12,417 shares; 2025Q4: 12,417 shares; 2026Q1: 12,417 shares; 2026Q2: 12,552 shares 12,552 $2.51M 1.57% +135 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: 6,895 shares; 2024Q4: 6,829 shares; 2025Q1: 6,830 shares; 2025Q2: 6,831 shares; 2025Q3: 6,832 shares; 2025Q4: 6,833 shares; 2026Q1: 6,834 shares; 2026Q2: 6,835 shares 6,835 $1.98M 1.23% +1 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: 11,248 shares; 2024Q4: 11,248 shares; 2025Q1: 11,248 shares; 2025Q2: 12,698 shares; 2025Q3: 12,698 shares; 2025Q4: 12,698 shares; 2026Q1: 12,698 shares; 2026Q2: 10,698 shares 10,698 $1.77M 1.11% -2,000 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: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 13,000 shares 13,000 $1.65M 1.03% -2,000 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,005 shares; 2024Q4: 10,005 shares; 2025Q1: 12,005 shares; 2025Q2: 12,105 shares; 2025Q3: 12,105 shares; 2025Q4: 12,105 shares; 2026Q1: 12,105 shares; 2026Q2: 12,105 shares 12,105 $1.56M 0.97% 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: 7,702 shares; 2024Q4: 6,050 shares; 2025Q1: 8,050 shares; 2025Q2: 8,050 shares; 2025Q3: 8,050 shares; 2025Q4: 8,050 shares; 2026Q1: 8,050 shares; 2026Q2: 8,050 shares 8,050 $1.09M 0.68% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: 11,400 shares; 2025Q2: 12,596 shares; 2025Q3: 12,596 shares; 2025Q4: 12,596 shares; 2026Q1: 12,596 shares; 2026Q2: 11,400 shares 11,400 $985K 0.61% -1,196 Timeline SPTM 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: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $953K 0.59% 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: 6,408 shares; 2024Q4: 6,408 shares; 2025Q1: 6,408 shares; 2025Q2: 6,008 shares; 2025Q3: 6,008 shares; 2025Q4: 6,008 shares; 2026Q1: 6,008 shares; 2026Q2: 6,008 shares 6,008 $881K 0.55% 0 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: 3,866 shares; 2024Q4: 3,867 shares; 2025Q1: 4,007 shares; 2025Q2: 4,008 shares; 2025Q3: not reported; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 744 shares 744 $859K 0.54% 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: 6,248 shares; 2024Q4: 6,248 shares; 2025Q1: 6,248 shares; 2025Q2: 6,248 shares; 2025Q3: 6,248 shares; 2025Q4: 6,248 shares; 2026Q1: 6,248 shares; 2026Q2: 6,248 shares 6,248 $855K 0.53% 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: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 1,075 shares; 2026Q2: 1,675 shares 1,675 $838K 0.52% +600 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $813K 0.51% 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: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $524K 0.33% 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: 2,002 shares; 2024Q4: 1,857 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,803 shares; 2025Q4: 1,686 shares; 2026Q1: 1,626 shares; 2026Q2: 1,626 shares 1,626 $485K 0.3% 0 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: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $437K 0.27% 0 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $422K 0.26% 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: 16,711 shares; 2024Q4: 16,711 shares; 2025Q1: 16,711 shares; 2025Q2: 19,711 shares; 2025Q3: 19,711 shares; 2025Q4: 19,711 shares; 2026Q1: 24,211 shares; 2026Q2: 19,220 shares 19,220 $398K 0.25% -4,991 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,856 shares; 2024Q4: 9,856 shares; 2025Q1: 9,856 shares; 2025Q2: 9,856 shares; 2025Q3: 9,856 shares; 2025Q4: 9,856 shares; 2026Q1: 9,856 shares; 2026Q2: 9,856 shares 9,856 $347K 0.22% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,153 shares; 2025Q4: 4,306 shares; 2026Q1: 4,294 shares; 2026Q2: 4,301 shares 4,301 $290K 0.18% +7 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 966 shares; 2024Q4: 966 shares; 2025Q1: 966 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares; 2026Q2: 3,512 shares 3,512 $283K 0.18% +2,646 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380 shares 380 $221K 0.14% new Timeline