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; 2024Q4: 224,531 shares; 2025Q1: 235,168 shares; 2025Q2: 239,365 shares; 2025Q3: 244,257 shares; 2025Q4: 248,751 shares; 2026Q1: 204,711 shares; 2026Q2: 210,745 shares; 2026Q3: 214,836 shares 214,836 $151M 27.6% +4,091 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 436,369 shares; 2025Q1: 465,700 shares; 2025Q2: 456,535 shares; 2025Q3: 470,985 shares; 2025Q4: 489,052 shares; 2026Q1: 486,786 shares; 2026Q2: 503,820 shares; 2026Q3: 514,121 shares 514,121 $49.8M 9.13% +10,301 Timeline QQQM 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; 2024Q4: 117,530 shares; 2025Q1: 122,172 shares; 2025Q2: 117,726 shares; 2025Q3: 110,167 shares; 2025Q4: 106,445 shares; 2026Q1: 112,808 shares; 2026Q2: 117,650 shares; 2026Q3: 119,428 shares 119,428 $36.4M 6.67% +1,778 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; 2024Q4: 343,775 shares; 2025Q1: 383,135 shares; 2025Q2: 374,627 shares; 2025Q3: 386,713 shares; 2025Q4: 404,199 shares; 2026Q1: 434,311 shares; 2026Q2: 446,933 shares; 2026Q3: 456,472 shares 456,472 $32M 5.87% +9,539 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 355,591 shares; 2026Q2: 377,330 shares; 2026Q3: 393,342 shares 393,342 $27.2M 4.99% +16,012 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; 2024Q4: 49,672 shares; 2025Q1: 51,704 shares; 2025Q2: 56,302 shares; 2025Q3: 59,287 shares; 2025Q4: 61,608 shares; 2026Q1: 96,128 shares; 2026Q2: 106,556 shares; 2026Q3: 109,418 shares 109,418 $25.5M 4.68% +2,862 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; 2024Q4: 4,957 shares; 2025Q1: 4,900 shares; 2025Q2: 4,750 shares; 2025Q3: 5,499 shares; 2025Q4: 5,127 shares; 2026Q1: 5,019 shares; 2026Q2: 29,671 shares; 2026Q3: 29,616 shares 29,616 $21.9M 4.02% -55 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; 2024Q4: 1,550 shares; 2025Q1: 1,859 shares; 2025Q2: 1,850 shares; 2025Q3: 2,691 shares; 2025Q4: 7,192 shares; 2026Q1: 6,884 shares; 2026Q2: 76,299 shares; 2026Q3: 90,045 shares 90,045 $17.6M 3.23% +13,746 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,298 shares; 2025Q1: 1,268 shares; 2025Q2: 690 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 923 shares; 2026Q2: 105,340 shares; 2026Q3: 105,350 shares 105,350 $14.3M 2.63% +10 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138,607 shares; 2025Q1: 199,790 shares; 2025Q2: 196,238 shares; 2025Q3: 204,462 shares; 2025Q4: 208,323 shares; 2026Q1: 247,530 shares; 2026Q2: 267,361 shares; 2026Q3: 249,469 shares 249,469 $12.7M 2.32% -17,892 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,274 shares; 2025Q1: 90,101 shares; 2025Q2: 94,613 shares; 2025Q3: 103,739 shares; 2025Q4: 108,465 shares; 2026Q1: 116,606 shares; 2026Q2: 119,218 shares; 2026Q3: 115,195 shares 115,195 $11.6M 2.13% -4,023 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,967 shares; 2025Q1: 2,598 shares; 2025Q2: 2,480 shares; 2025Q3: 15,407 shares; 2025Q4: 14,623 shares; 2026Q1: 285,898 shares; 2026Q2: 320,503 shares; 2026Q3: 337,202 shares 337,202 $11M 2.02% +16,699 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,502 shares; 2025Q1: 127,916 shares; 2025Q2: 115,834 shares; 2025Q3: 116,013 shares; 2025Q4: 115,444 shares; 2026Q1: 119,941 shares; 2026Q2: 126,318 shares; 2026Q3: 131,360 shares 131,360 $10.3M 1.88% +5,042 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188,729 shares; 2026Q2: 213,061 shares; 2026Q3: 219,134 shares 219,134 $9.15M 1.68% +6,073 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; 2024Q4: 5,164 shares; 2025Q1: 6,751 shares; 2025Q2: 6,454 shares; 2025Q3: 6,184 shares; 2025Q4: 6,497 shares; 2026Q1: 5,872 shares; 2026Q2: 33,351 shares; 2026Q3: 34,435 shares 34,435 $8.58M 1.57% +1,084 Timeline VPL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,903 shares; 2026Q2: 67,881 shares; 2026Q3: 71,148 shares 71,148 $8.24M 1.51% +3,267 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 6,023 shares; 2025Q3: 10,024 shares; 2025Q4: 10,847 shares; 2026Q1: 13,360 shares; 2026Q2: 13,880 shares; 2026Q3: 13,861 shares 13,861 $7.88M 1.44% -19 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; 2024Q4: 218 shares; 2025Q1: 435 shares; 2025Q2: 51 shares; 2025Q3: 965 shares; 2025Q4: 1,392 shares; 2026Q1: 108,862 shares; 2026Q2: 121,502 shares; 2026Q3: 129,873 shares 129,873 $7.7M 1.41% +8,371 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 218,759 shares; 2025Q2: 226,071 shares; 2025Q3: 230,622 shares; 2025Q4: 246,111 shares; 2026Q1: 286,823 shares; 2026Q2: 299,749 shares; 2026Q3: 260,773 shares 260,773 $4.61M 0.84% -38,976 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,509 shares; 2025Q1: 12,347 shares; 2025Q2: 11,769 shares; 2025Q3: 11,407 shares; 2025Q4: 11,260 shares; 2026Q1: 11,417 shares; 2026Q2: 11,051 shares; 2026Q3: 13,166 shares 13,166 $4.38M 0.8% +2,115 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 229 shares; 2025Q1: 129 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 313 shares; 2026Q1: 313 shares; 2026Q2: 11,682 shares; 2026Q3: 12,151 shares 12,151 $4.37M 0.8% +469 Timeline STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 61,937 shares; 2025Q2: 59,751 shares; 2025Q3: 57,968 shares; 2025Q4: 56,356 shares; 2026Q1: 59,003 shares; 2026Q2: 61,130 shares; 2026Q3: 62,116 shares 62,116 $4.1M 0.75% +986 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,466 shares; 2025Q1: 62,971 shares; 2025Q2: 69,805 shares; 2025Q3: 73,486 shares; 2025Q4: 75,729 shares; 2026Q1: 20,612 shares; 2026Q2: 17,641 shares; 2026Q3: 15,796 shares 15,796 $3.51M 0.64% -1,845 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,021 shares; 2025Q1: 133,410 shares; 2025Q2: 137,539 shares; 2025Q3: 147,692 shares; 2025Q4: 154,138 shares; 2026Q1: 164,522 shares; 2026Q2: 176,439 shares; 2026Q3: 171,658 shares 171,658 $3.28M 0.6% -4,781 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,706 shares; 2025Q1: 9,032 shares; 2025Q2: 9,027 shares; 2025Q3: 8,269 shares; 2025Q4: 8,177 shares; 2026Q1: 8,049 shares; 2026Q2: 8,095 shares; 2026Q3: 7,871 shares 7,871 $3.01M 0.55% -224 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; 2024Q4: 1,136 shares; 2025Q1: 1,263 shares; 2025Q2: 1,277 shares; 2025Q3: 1,755 shares; 2025Q4: 1,630 shares; 2026Q1: 1,627 shares; 2026Q2: 8,027 shares; 2026Q3: 8,549 shares 8,549 $2.83M 0.52% +522 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,833 shares; 2025Q1: 9,578 shares; 2025Q2: 5,131 shares; 2025Q3: 5,352 shares; 2025Q4: 5,194 shares; 2026Q1: 7,286 shares; 2026Q2: 7,548 shares; 2026Q3: 11,143 shares 11,143 $2.54M 0.47% +3,595 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,680 shares; 2025Q1: 7,680 shares; 2025Q2: 7,680 shares; 2025Q3: 7,680 shares; 2025Q4: 7,680 shares; 2026Q1: 7,680 shares; 2026Q2: 7,684 shares; 2026Q3: 7,708 shares 7,708 $2.49M 0.46% +24 Timeline RSPT 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,547 shares; 2026Q3: 37,508 shares 37,508 $2.47M 0.45% +16,961 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,143 shares; 2025Q1: 3,210 shares; 2025Q2: 2,806 shares; 2025Q3: 3,207 shares; 2025Q4: 3,256 shares; 2026Q1: 3,654 shares; 2026Q2: 3,694 shares; 2026Q3: 4,483 shares 4,483 $2.3M 0.42% +789 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 16,083 shares; 2026Q2: 19,559 shares; 2026Q3: 21,266 shares 21,266 $2.2M 0.4% +1,707 Timeline FCG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,711 shares; 2026Q2: 59,227 shares; 2026Q3: 63,175 shares 63,175 $1.8M 0.33% +3,948 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; 2024Q4: 549 shares; 2025Q1: 1,179 shares; 2025Q2: 1,241 shares; 2025Q3: 1,298 shares; 2025Q4: 1,265 shares; 2026Q1: 1,197 shares; 2026Q2: 4,579 shares; 2026Q3: 4,585 shares 4,585 $1.72M 0.31% +6 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,162 shares; 2025Q1: 48,906 shares; 2025Q2: 44,543 shares; 2025Q3: 43,550 shares; 2025Q4: 41,094 shares; 2026Q1: 7,902 shares; 2026Q2: 6,277 shares; 2026Q3: 5,342 shares 5,342 $1.7M 0.31% -935 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; 2024Q4: 623 shares; 2025Q1: 847 shares; 2025Q2: 691 shares; 2025Q3: 618 shares; 2025Q4: 683 shares; 2026Q1: 2,208 shares; 2026Q2: 2,152 shares; 2026Q3: 2,152 shares 2,152 $1.64M 0.3% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 20 shares; 2026Q1: 14 shares; 2026Q2: 2,065 shares; 2026Q3: 2,065 shares 2,065 $1.36M 0.25% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,130 shares; 2025Q1: 1,407 shares; 2025Q2: 1,369 shares; 2025Q3: 2,137 shares; 2025Q4: 2,129 shares; 2026Q1: 2,097 shares; 2026Q2: 2,130 shares; 2026Q3: 3,092 shares 3,092 $1.1M 0.2% +962 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,303 shares; 2025Q1: 2,574 shares; 2025Q2: 2,341 shares; 2025Q3: 2,449 shares; 2025Q4: 2,826 shares; 2026Q1: 2,273 shares; 2026Q2: 2,375 shares; 2026Q3: 2,976 shares 2,976 $1.02M 0.19% +601 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 506 shares; 2025Q1: 589 shares; 2025Q2: 463 shares; 2025Q3: 590 shares; 2025Q4: 560 shares; 2026Q1: 587 shares; 2026Q2: 1,083 shares; 2026Q3: 2,872 shares 2,872 $1.01M 0.18% +1,789 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,420 shares; 2025Q1: 17,881 shares; 2025Q2: 16,553 shares; 2025Q3: 16,235 shares; 2025Q4: 12,377 shares; 2026Q1: 12,791 shares; 2026Q2: 13,876 shares; 2026Q3: 13,111 shares 13,111 $1.01M 0.18% -765 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,494 shares; 2025Q3: 59,471 shares; 2025Q4: 68,932 shares; 2026Q1: 20,966 shares; 2026Q2: 20,682 shares; 2026Q3: 20,408 shares 20,408 $963K 0.18% -274 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,533 shares; 2025Q1: 42,100 shares; 2025Q2: 39,617 shares; 2025Q3: 38,143 shares; 2025Q4: 31,075 shares; 2026Q1: 31,877 shares; 2026Q2: 34,371 shares; 2026Q3: 33,298 shares 33,298 $960K 0.18% -1,073 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; 2024Q4: 5,784 shares; 2025Q1: 5,820 shares; 2025Q2: 5,820 shares; 2025Q3: 29,358 shares; 2025Q4: 35,416 shares; 2026Q1: 26,056 shares; 2026Q2: 23,882 shares; 2026Q3: 23,832 shares 23,832 $856K 0.16% -50 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,277 shares; 2025Q1: 6,094 shares; 2025Q2: 5,952 shares; 2025Q3: 5,688 shares; 2025Q4: 5,306 shares; 2026Q1: 5,318 shares; 2026Q2: 5,210 shares; 2026Q3: 5,130 shares 5,130 $706K 0.13% -80 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 910 shares; 2025Q1: 967 shares; 2025Q2: 882 shares; 2025Q3: 879 shares; 2025Q4: 841 shares; 2026Q1: 851 shares; 2026Q2: 815 shares; 2026Q3: 922 shares 922 $706K 0.13% +107 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; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 250 shares; 2025Q4: 750 shares; 2026Q1: 535 shares; 2026Q2: 572 shares; 2026Q3: 1,118 shares 1,118 $684K 0.13% +546 Timeline JEPQ 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; 2024Q4: 14,012 shares; 2025Q1: 14,616 shares; 2025Q2: 13,447 shares; 2025Q3: 12,671 shares; 2025Q4: 10,055 shares; 2026Q1: 10,453 shares; 2026Q2: 11,252 shares; 2026Q3: 10,679 shares 10,679 $654K 0.12% -573 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 201 shares; 2026Q1: 3,101 shares; 2026Q2: 3,114 shares; 2026Q3: 3,469 shares 3,469 $639K 0.12% +355 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,925 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares; 2026Q3: 1,650 shares 1,650 $631K 0.12% -250 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,402 shares; 2025Q1: 1,711 shares; 2025Q2: 1,652 shares; 2025Q3: 1,483 shares; 2025Q4: 1,384 shares; 2026Q1: 1,176 shares; 2026Q2: 1,232 shares; 2026Q3: 1,835 shares 1,835 $625K 0.11% +603 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; 2024Q4: 563 shares; 2025Q1: 737 shares; 2025Q2: 665 shares; 2025Q3: 721 shares; 2025Q4: 738 shares; 2026Q1: 706 shares; 2026Q2: 670 shares; 2026Q3: 862 shares 862 $625K 0.11% +192 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 680 shares; 2025Q1: 1,655 shares; 2025Q2: 1,689 shares; 2025Q3: 1,809 shares; 2025Q4: 1,928 shares; 2026Q1: 1,937 shares; 2026Q2: 2,006 shares; 2026Q3: 2,361 shares 2,361 $625K 0.11% +355 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; 2024Q4: 1,432 shares; 2025Q1: 1,382 shares; 2025Q2: 1,357 shares; 2025Q3: 3,894 shares; 2025Q4: 2,412 shares; 2026Q1: 2,460 shares; 2026Q2: 2,432 shares; 2026Q3: 2,856 shares 2,856 $617K 0.11% +424 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,644 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,701 shares 12,701 $601K 0.11% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,562 shares; 2025Q1: 3,745 shares; 2025Q2: 3,358 shares; 2025Q3: 10,197 shares; 2025Q4: 7,556 shares; 2026Q1: 8,268 shares; 2026Q2: 7,860 shares; 2026Q3: 8,500 shares 8,500 $600K 0.11% +640 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,300 shares; 2026Q1: 1,327 shares; 2026Q2: 1,385 shares; 2026Q3: 1,414 shares 1,414 $588K 0.11% +29 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; 2024Q4: 566 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 832 shares; 2025Q4: 810 shares; 2026Q1: 774 shares; 2026Q2: 758 shares; 2026Q3: 1,176 shares 1,176 $586K 0.11% +418 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; 2024Q4: 581 shares; 2025Q1: 403 shares; 2025Q2: 372 shares; 2025Q3: 342 shares; 2025Q4: 398 shares; 2026Q1: 380 shares; 2026Q2: 331 shares; 2026Q3: 430 shares 430 $498K 0.09% +99 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,073 shares; 2025Q1: 11,499 shares; 2025Q2: 9,346 shares; 2025Q3: 8,121 shares; 2025Q4: 7,216 shares; 2026Q1: 7,417 shares; 2026Q2: 7,147 shares; 2026Q3: 6,800 shares 6,800 $489K 0.09% -347 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; 2024Q4: 291 shares; 2025Q1: 366 shares; 2025Q2: 311 shares; 2025Q3: 312 shares; 2025Q4: 385 shares; 2026Q1: 440 shares; 2026Q2: 463 shares; 2026Q3: 508 shares 508 $462K 0.08% +45 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; 2024Q4: 10,449 shares; 2025Q1: 10,558 shares; 2025Q2: 10,449 shares; 2025Q3: 15,419 shares; 2025Q4: 15,287 shares; 2026Q1: 15,193 shares; 2026Q2: 15,204 shares; 2026Q3: 15,214 shares 15,214 $456K 0.08% +10 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; 2024Q4: 1,245 shares; 2025Q1: 1,255 shares; 2025Q2: 1,245 shares; 2025Q3: 1,687 shares; 2025Q4: 1,727 shares; 2026Q1: 1,827 shares; 2026Q2: 1,842 shares; 2026Q3: 2,036 shares 2,036 $448K 0.08% +194 Timeline JAVA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,778 shares; 2025Q4: 7,480 shares; 2026Q1: 5,995 shares; 2026Q2: 5,993 shares; 2026Q3: 5,523 shares 5,523 $440K 0.08% -470 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; 2024Q4: 107 shares; 2025Q1: 122 shares; 2025Q2: 23 shares; 2025Q3: 979 shares; 2025Q4: 377 shares; 2026Q1: 1,663 shares; 2026Q2: 1,541 shares; 2026Q3: 1,541 shares 1,541 $438K 0.08% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,209 shares 1,209 $425K 0.08% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 331 shares; 2025Q4: 351 shares; 2026Q1: 353 shares; 2026Q2: 374 shares; 2026Q3: 516 shares 516 $419K 0.08% +142 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,200 shares; 2025Q4: 23,738 shares; 2026Q1: 21,970 shares; 2026Q2: 21,852 shares; 2026Q3: 21,367 shares 21,367 $418K 0.08% -485 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,689 shares; 2025Q4: 21,310 shares; 2026Q1: 13,571 shares; 2026Q2: 11,961 shares; 2026Q3: 11,829 shares 11,829 $394K 0.07% -132 Timeline 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,445 shares; 2025Q4: 2,340 shares; 2026Q1: 2,308 shares; 2026Q2: not reported; 2026Q3: 4,744 shares 4,744 $394K 0.07% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 472 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 985 shares; 2025Q4: 1,437 shares; 2026Q1: 1,371 shares; 2026Q2: 1,329 shares; 2026Q3: 1,486 shares 1,486 $389K 0.07% +157 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 914 shares; 2026Q3: 835 shares 835 $381K 0.07% -79 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,333 shares 2,333 $380K 0.07% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,126 shares; 2025Q1: 65,961 shares; 2025Q2: 67,719 shares; 2025Q3: 70,748 shares; 2025Q4: 75,993 shares; 2026Q1: 15,414 shares; 2026Q2: 7,918 shares; 2026Q3: 4,870 shares 4,870 $379K 0.07% -3,048 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,163 shares; 2025Q4: 29,365 shares; 2026Q1: 23,391 shares; 2026Q2: 22,508 shares; 2026Q3: 20,052 shares 20,052 $365K 0.07% -2,456 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,720 shares 1,720 $363K 0.07% 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; 2024Q4: 494 shares; 2025Q1: 496 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 450 shares; 2026Q1: 525 shares; 2026Q2: 2,140 shares; 2026Q3: 2,881 shares 2,881 $361K 0.07% +741 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,004 shares; 2025Q1: 2,853 shares; 2025Q2: 2,599 shares; 2025Q3: 2,422 shares; 2025Q4: 2,422 shares; 2026Q1: 2,447 shares; 2026Q2: 2,281 shares; 2026Q3: 2,816 shares 2,816 $337K 0.06% +535 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; 2024Q4: 70 shares; 2025Q1: 399 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 403 shares; 2026Q2: 411 shares; 2026Q3: 695 shares 695 $314K 0.06% +284 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 1,997 shares; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares; 2025Q4: 2,050 shares; 2026Q1: 1,800 shares; 2026Q2: 1,956 shares; 2026Q3: 1,749 shares 1,749 $313K 0.06% -207 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,733 shares; 2025Q1: 3,763 shares; 2025Q2: 2,928 shares; 2025Q3: 16,745 shares; 2025Q4: 15,437 shares; 2026Q1: 12,290 shares; 2026Q2: 11,757 shares; 2026Q3: 11,264 shares 11,264 $309K 0.06% -493 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; 2024Q4: 193 shares; 2025Q1: 158 shares; 2025Q2: 143 shares; 2025Q3: 1,250 shares; 2025Q4: 719 shares; 2026Q1: 519 shares; 2026Q2: 3,291 shares; 2026Q3: 3,386 shares 3,386 $305K 0.06% +95 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 5 shares; 2026Q2: 133 shares; 2026Q3: 163 shares 163 $295K 0.05% +30 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; 2024Q4: 521 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 613 shares; 2025Q4: 633 shares; 2026Q1: 633 shares; 2026Q2: 621 shares; 2026Q3: 579 shares 579 $295K 0.05% -42 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; 2024Q4: 1,143 shares; 2025Q1: 1,438 shares; 2025Q2: 1,394 shares; 2025Q3: 1,453 shares; 2025Q4: 1,830 shares; 2026Q1: 2,821 shares; 2026Q2: 2,846 shares; 2026Q3: 3,364 shares 3,364 $290K 0.05% +518 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 423 shares; 2025Q1: 741 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 1,420 shares; 2026Q1: 1,413 shares; 2026Q2: 1,433 shares; 2026Q3: 1,527 shares 1,527 $283K 0.05% +94 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 395 shares; 2025Q1: 627 shares; 2025Q2: 629 shares; 2025Q3: 945 shares; 2025Q4: 938 shares; 2026Q1: 1,290 shares; 2026Q2: 1,255 shares; 2026Q3: 1,699 shares 1,699 $279K 0.05% +444 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,020 shares; 2026Q2: 29,020 shares; 2026Q3: 29,034 shares 29,034 $274K 0.05% +14 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; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 322 shares; 2026Q2: not reported; 2026Q3: 401 shares 401 $271K 0.05% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 200 shares; 2025Q3: 798 shares; 2025Q4: 884 shares; 2026Q1: 848 shares; 2026Q2: not reported; 2026Q3: 1,296 shares 1,296 $265K 0.05% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 852 shares; 2025Q3: 799 shares; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 744 shares; 2026Q3: 730 shares 730 $261K 0.05% -14 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 678 shares; 2026Q2: not reported; 2026Q3: 2,409 shares 2,409 $259K 0.05% new Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,564 shares; 2025Q1: 19,702 shares; 2025Q2: 18,241 shares; 2025Q3: 16,326 shares; 2025Q4: 12,302 shares; 2026Q1: 12,067 shares; 2026Q2: 12,973 shares; 2026Q3: 12,619 shares 12,619 $256K 0.05% -354 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares; 2026Q2: not reported; 2026Q3: 3,620 shares 3,620 $253K 0.05% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,254 shares; 2026Q1: 5,457 shares; 2026Q2: 5,454 shares; 2026Q3: 5,538 shares 5,538 $253K 0.05% +84 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,557 shares; 2025Q4: 15,725 shares; 2026Q1: 14,276 shares; 2026Q2: 13,078 shares; 2026Q3: 12,847 shares 12,847 $251K 0.05% -231 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,592 shares; 2025Q1: 6,561 shares; 2025Q2: 6,210 shares; 2025Q3: 6,007 shares; 2025Q4: 4,527 shares; 2026Q1: 4,847 shares; 2026Q2: 4,824 shares; 2026Q3: 5,077 shares 5,077 $244K 0.04% +253 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,558 shares 1,558 $241K 0.04% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,554 shares 1,554 $234K 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16 shares; 2025Q1: 79 shares; 2025Q2: 66 shares; 2025Q3: 65 shares; 2025Q4: 62 shares; 2026Q1: 180 shares; 2026Q2: not reported; 2026Q3: 219 shares 219 $232K 0.04% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,364 shares; 2026Q1: 4,364 shares; 2026Q2: 4,325 shares; 2026Q3: 4,325 shares 4,325 $230K 0.04% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 541 shares; 2025Q1: 301 shares; 2025Q2: 169 shares; 2025Q3: 230 shares; 2025Q4: 245 shares; 2026Q1: 206 shares; 2026Q2: not reported; 2026Q3: 1,222 shares 1,222 $229K 0.04% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 459 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 407 shares; 2026Q3: 446 shares 446 $228K 0.04% +39 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 2,194 shares; 2026Q3: 2,193 shares 2,193 $218K 0.04% -1 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: not reported; 2026Q3: 1,095 shares 1,095 $215K 0.04% new 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; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 200 shares 200 $213K 0.04% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,247 shares; 2025Q1: 1,590 shares; 2025Q2: 1,339 shares; 2025Q3: 1,748 shares; 2025Q4: 1,609 shares; 2026Q1: 1,604 shares; 2026Q2: not reported; 2026Q3: 2,047 shares 2,047 $213K 0.04% new 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; 2024Q4: 467 shares; 2025Q1: 582 shares; 2025Q2: 161 shares; 2025Q3: 1,581 shares; 2025Q4: 1,529 shares; 2026Q1: 1,844 shares; 2026Q2: 1,892 shares; 2026Q3: 1,940 shares 1,940 $209K 0.04% +48 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137 shares; 2025Q1: 140 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 108 shares; 2026Q2: not reported; 2026Q3: 375 shares 375 $207K 0.04% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 603 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 378 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: not reported; 2026Q3: 3,486 shares 3,486 $201K 0.04% new 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; 2024Q4: not reported; 2025Q1: 537 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 968 shares; 2026Q2: 1,306 shares; 2026Q3: 1,296 shares 1,296 $201K 0.04% -10 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,541 shares; 2026Q1: 13,541 shares; 2026Q2: 13,541 shares; 2026Q3: 13,541 shares 13,541 $175K 0.03% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,120 shares 10,120 $112K 0.02% new Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,920 shares; 2026Q3: 13,701 shares 13,701 $48.2K 0.01% +2,781 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,855 shares; 2026Q3: 13,915 shares 13,915 $40.6K 0.01% +2,060 Timeline