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: 2,511,066 shares; 2025Q1: 2,366,428 shares; 2025Q2: 2,390,540 shares; 2025Q3: 2,496,996 shares; 2025Q4: 2,685,540 shares; 2026Q1: 2,817,903 shares; 2026Q2: 2,934,668 shares; 2026Q3: 3,114,270 shares 3,114,270 $259M 23.25% +179,602 Timeline DFAX 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: 4,606,324 shares; 2025Q1: 4,355,586 shares; 2025Q2: 4,344,383 shares; 2025Q3: 4,536,974 shares; 2025Q4: 4,847,406 shares; 2026Q1: 4,886,852 shares; 2026Q2: 5,054,079 shares; 2026Q3: 5,348,513 shares 5,348,513 $198M 17.8% +294,434 Timeline DFCF 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: 2,481,510 shares; 2025Q1: 2,428,912 shares; 2025Q2: 2,502,325 shares; 2025Q3: 2,758,948 shares; 2025Q4: 3,114,229 shares; 2026Q1: 3,471,448 shares; 2026Q2: 3,833,555 shares; 2026Q3: 4,243,092 shares 4,243,092 $170M 15.31% +409,537 Timeline DFSD 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: 1,223,345 shares; 2025Q1: 1,189,286 shares; 2025Q2: 1,242,440 shares; 2025Q3: 1,411,705 shares; 2025Q4: 1,559,797 shares; 2026Q1: 1,783,924 shares; 2026Q2: 1,949,171 shares; 2026Q3: 2,114,712 shares 2,114,712 $98.3M 8.84% +165,541 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; 2024Q4: 893,036 shares; 2025Q1: 854,067 shares; 2025Q2: 879,931 shares; 2025Q3: 932,698 shares; 2025Q4: 1,049,586 shares; 2026Q1: 1,096,574 shares; 2026Q2: 1,150,130 shares; 2026Q3: 1,227,703 shares 1,227,703 $95M 8.55% +77,573 Timeline DFAT 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: 699,696 shares; 2025Q1: 669,674 shares; 2025Q2: 690,456 shares; 2025Q3: 734,847 shares; 2025Q4: 823,389 shares; 2026Q1: 853,409 shares; 2026Q2: 888,357 shares; 2026Q3: 942,310 shares 942,310 $62.6M 5.63% +53,953 Timeline DFGR 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: 685,086 shares; 2025Q1: 656,782 shares; 2025Q2: 664,599 shares; 2025Q3: 717,379 shares; 2025Q4: 831,153 shares; 2026Q1: 888,367 shares; 2026Q2: 951,736 shares; 2026Q3: 1,044,549 shares 1,044,549 $28.3M 2.54% +92,813 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: 623,723 shares; 2025Q1: 549,209 shares; 2025Q2: 513,721 shares; 2025Q3: 475,849 shares; 2025Q4: 429,826 shares; 2026Q1: 409,862 shares; 2026Q2: 393,030 shares; 2026Q3: 332,202 shares 332,202 $23.3M 2.1% -60,828 Timeline DFIC 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: 1,171,700 shares; 2025Q1: 998,355 shares; 2025Q2: 935,184 shares; 2025Q3: 860,030 shares; 2025Q4: 694,771 shares; 2026Q1: 621,030 shares; 2026Q2: 574,484 shares; 2026Q3: 491,025 shares 491,025 $18.5M 1.66% -83,459 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,462 shares; 2025Q1: 110,127 shares; 2025Q2: 105,756 shares; 2025Q3: 98,682 shares; 2025Q4: 82,977 shares; 2026Q1: 77,748 shares; 2026Q2: 72,850 shares; 2026Q3: 64,266 shares 64,266 $17.9M 1.61% -8,584 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; 2024Q4: 345,842 shares; 2025Q1: 329,233 shares; 2025Q2: 307,505 shares; 2025Q3: 299,232 shares; 2025Q4: 300,851 shares; 2026Q1: 294,564 shares; 2026Q2: 290,112 shares; 2026Q3: 285,686 shares 285,686 $12.7M 1.14% -4,426 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: 37,275 shares; 2025Q1: 31,389 shares; 2025Q2: 31,097 shares; 2025Q3: 29,991 shares; 2025Q4: 29,919 shares; 2026Q1: 29,852 shares; 2026Q2: 30,795 shares; 2026Q3: 31,173 shares 31,173 $10.4M 0.93% +378 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: 40,500 shares; 2025Q1: 38,392 shares; 2025Q2: 37,171 shares; 2025Q3: 37,222 shares; 2025Q4: 35,479 shares; 2026Q1: 34,402 shares; 2026Q2: 34,335 shares; 2026Q3: 34,940 shares 34,940 $7.98M 0.72% +605 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; 2024Q4: 17,584 shares; 2025Q1: 17,237 shares; 2025Q2: 17,248 shares; 2025Q3: 17,246 shares; 2025Q4: 17,197 shares; 2026Q1: 18,736 shares; 2026Q2: 20,620 shares; 2026Q3: 20,426 shares 20,426 $7.5M 0.67% -194 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; 2024Q4: 438,615 shares; 2025Q1: 375,671 shares; 2025Q2: 354,067 shares; 2025Q3: 328,806 shares; 2025Q4: 265,001 shares; 2026Q1: 236,533 shares; 2026Q2: 213,771 shares; 2026Q3: 182,668 shares 182,668 $7.18M 0.65% -31,103 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: 22,708 shares; 2025Q1: 22,686 shares; 2025Q2: 22,473 shares; 2025Q3: 27,899 shares; 2025Q4: 24,262 shares; 2026Q1: 24,529 shares; 2026Q2: 24,404 shares; 2026Q3: 24,394 shares 24,394 $4M 0.36% -10 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: 3,344 shares; 2025Q1: 3,344 shares; 2025Q2: 3,344 shares; 2025Q3: 3,345 shares; 2025Q4: 3,345 shares; 2026Q1: 3,319 shares; 2026Q2: 3,318 shares; 2026Q3: 3,325 shares 3,325 $3.54M 0.32% +7 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: 5,353 shares; 2025Q1: 5,035 shares; 2025Q2: 5,283 shares; 2025Q3: 5,350 shares; 2025Q4: 4,909 shares; 2026Q1: 5,059 shares; 2026Q2: 5,313 shares; 2026Q3: 5,453 shares 5,453 $2.8M 0.25% +140 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,319 shares; 2025Q1: 31,319 shares; 2025Q2: 31,319 shares; 2025Q3: 30,819 shares; 2025Q4: 30,419 shares; 2026Q1: 30,219 shares; 2026Q2: 30,219 shares; 2026Q3: 30,219 shares 30,219 $2.63M 0.24% 0 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,579 shares; 2025Q1: 37,960 shares; 2025Q2: 36,879 shares; 2025Q3: 31,034 shares; 2025Q4: 32,008 shares; 2026Q1: 31,492 shares; 2026Q2: 30,490 shares; 2026Q3: 30,262 shares 30,262 $2.62M 0.24% -228 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: 67,911 shares; 2025Q1: 60,475 shares; 2025Q2: 59,289 shares; 2025Q3: 58,198 shares; 2025Q4: 55,704 shares; 2026Q1: 57,099 shares; 2026Q2: 56,704 shares; 2026Q3: 54,486 shares 54,486 $2.58M 0.23% -2,218 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; 2024Q4: 87,742 shares; 2025Q1: 87,148 shares; 2025Q2: 85,554 shares; 2025Q3: 79,615 shares; 2025Q4: 81,142 shares; 2026Q1: 80,753 shares; 2026Q2: 77,319 shares; 2026Q3: 78,784 shares 78,784 $2.56M 0.23% +1,465 Timeline SCHB 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: 104,942 shares; 2025Q1: 102,246 shares; 2025Q2: 98,650 shares; 2025Q3: 97,173 shares; 2025Q4: 95,714 shares; 2026Q1: 95,262 shares; 2026Q2: 94,971 shares; 2026Q3: 85,827 shares 85,827 $2.52M 0.23% -9,144 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: 6,252 shares; 2025Q1: 5,132 shares; 2025Q2: 5,133 shares; 2025Q3: 5,221 shares; 2025Q4: 5,088 shares; 2026Q1: 5,029 shares; 2026Q2: 20,022 shares; 2026Q3: 19,755 shares 19,755 $2.47M 0.22% -267 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,968 shares; 2025Q1: 19,958 shares; 2025Q2: 20,258 shares; 2025Q3: 19,232 shares; 2025Q4: 19,524 shares; 2026Q1: 19,349 shares; 2026Q2: 19,476 shares; 2026Q3: 19,367 shares 19,367 $2.01M 0.18% -109 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,643 shares; 2025Q1: 7,911 shares; 2025Q2: 7,940 shares; 2025Q3: 7,938 shares; 2025Q4: 7,850 shares; 2026Q1: 7,841 shares; 2026Q2: 7,858 shares; 2026Q3: 7,848 shares 7,848 $1.95M 0.17% -10 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: 2,334 shares; 2025Q1: 2,049 shares; 2025Q2: 3,067 shares; 2025Q3: 3,067 shares; 2025Q4: 3,067 shares; 2026Q1: 3,093 shares; 2026Q2: 3,093 shares; 2026Q3: 3,093 shares 3,093 $1.89M 0.17% 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; 2024Q4: 7,800 shares; 2025Q1: 6,010 shares; 2025Q2: 6,117 shares; 2025Q3: 6,113 shares; 2025Q4: 6,063 shares; 2026Q1: 6,152 shares; 2026Q2: 7,280 shares; 2026Q3: 7,539 shares 7,539 $1.88M 0.17% +259 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,195 shares; 2025Q1: 12,010 shares; 2025Q2: 11,792 shares; 2025Q3: 11,834 shares; 2025Q4: 12,098 shares; 2026Q1: 11,973 shares; 2026Q2: 11,623 shares; 2026Q3: 11,563 shares 11,563 $1.84M 0.17% -60 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: 8,118 shares 8,118 $1.71M 0.15% new Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,887 shares; 2025Q1: 17,599 shares; 2025Q2: 16,940 shares; 2025Q3: 17,345 shares; 2025Q4: 18,710 shares; 2026Q1: 18,610 shares; 2026Q2: 18,053 shares; 2026Q3: 18,318 shares 18,318 $1.68M 0.15% +265 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: 62,124 shares; 2025Q1: 61,298 shares; 2025Q2: 58,533 shares; 2025Q3: 45,541 shares; 2025Q4: 44,915 shares; 2026Q1: 44,506 shares; 2026Q2: 46,875 shares; 2026Q3: 46,493 shares 46,493 $1.67M 0.15% -382 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: 68,374 shares; 2025Q1: 67,227 shares; 2025Q2: 68,779 shares; 2025Q3: 68,423 shares; 2025Q4: 69,651 shares; 2026Q1: 65,042 shares; 2026Q2: 65,198 shares; 2026Q3: 60,047 shares 60,047 $1.65M 0.15% -5,151 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: 1,736 shares; 2025Q1: 1,761 shares; 2025Q2: 1,770 shares; 2025Q3: 1,773 shares; 2025Q4: 1,722 shares; 2026Q1: 1,710 shares; 2026Q2: 1,812 shares; 2026Q3: 1,811 shares 1,811 $1.65M 0.15% -1 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,012 shares; 2025Q3: 5,012 shares; 2025Q4: 4,012 shares; 2026Q1: 4,012 shares; 2026Q2: 4,012 shares; 2026Q3: 4,000 shares 4,000 $1.6M 0.14% -12 Timeline SPLV 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: 23,191 shares; 2025Q1: 22,415 shares; 2025Q2: 22,135 shares; 2025Q3: 22,558 shares; 2025Q4: 23,302 shares; 2026Q1: 23,195 shares; 2026Q2: 22,616 shares; 2026Q3: 22,654 shares 22,654 $1.6M 0.14% +38 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,820 shares; 2025Q1: 38,294 shares; 2025Q2: 35,978 shares; 2025Q3: 36,426 shares; 2025Q4: 39,774 shares; 2026Q1: 39,378 shares; 2026Q2: 37,787 shares; 2026Q3: 38,410 shares 38,410 $1.55M 0.14% +623 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: 1,427 shares; 2025Q1: 1,445 shares; 2025Q2: 947 shares; 2025Q3: 935 shares; 2025Q4: 936 shares; 2026Q1: 989 shares; 2026Q2: 1,571 shares; 2026Q3: 1,828 shares 1,828 $1.39M 0.13% +257 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: 4,320 shares; 2025Q1: 3,618 shares; 2025Q2: 3,709 shares; 2025Q3: 3,842 shares; 2025Q4: 4,446 shares; 2026Q1: 4,456 shares; 2026Q2: 4,392 shares; 2026Q3: 3,910 shares 3,910 $1.39M 0.12% -482 Timeline SCHO 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: 54,985 shares; 2025Q1: 54,226 shares; 2025Q2: 52,640 shares; 2025Q3: 53,815 shares; 2025Q4: 59,012 shares; 2026Q1: 58,149 shares; 2026Q2: 55,352 shares; 2026Q3: 55,560 shares 55,560 $1.33M 0.12% +208 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: 48,229 shares; 2025Q1: 48,060 shares; 2025Q2: 45,763 shares; 2025Q3: 42,196 shares; 2025Q4: 42,849 shares; 2026Q1: 42,355 shares; 2026Q2: 40,621 shares; 2026Q3: 40,570 shares 40,570 $1.32M 0.12% -51 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: 8,158 shares 8,158 $1.26M 0.11% new Timeline SCHM 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: 37,940 shares; 2025Q1: 37,655 shares; 2025Q2: 36,841 shares; 2025Q3: 36,994 shares; 2025Q4: 37,385 shares; 2026Q1: 36,628 shares; 2026Q2: 35,598 shares; 2026Q3: 35,389 shares 35,389 $1.2M 0.11% -209 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,439 shares; 2025Q1: 15,178 shares; 2025Q2: 11,834 shares; 2025Q3: 11,834 shares; 2025Q4: 11,676 shares; 2026Q1: 11,646 shares; 2026Q2: 13,487 shares; 2026Q3: 12,571 shares 12,571 $1.08M 0.1% -916 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,493 shares; 2025Q1: 18,765 shares; 2025Q2: 18,910 shares; 2025Q3: 19,011 shares; 2025Q4: 18,180 shares; 2026Q1: 18,713 shares; 2026Q2: 18,927 shares; 2026Q3: 18,663 shares 18,663 $1.07M 0.1% -264 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: 1,357 shares; 2025Q1: 1,255 shares; 2025Q2: 1,256 shares; 2025Q3: 1,384 shares; 2025Q4: 1,311 shares; 2026Q1: 1,317 shares; 2026Q2: 1,348 shares; 2026Q3: 1,349 shares 1,349 $1.03M 0.09% +1 Timeline SCHZ 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: 44,420 shares; 2025Q1: 42,396 shares; 2025Q2: 47,243 shares; 2025Q3: 45,805 shares; 2025Q4: 45,759 shares; 2026Q1: 45,340 shares; 2026Q2: 44,782 shares; 2026Q3: 42,695 shares 42,695 $944K 0.08% -2,087 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: 1,839 shares; 2025Q1: 1,774 shares; 2025Q2: 1,786 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares; 2026Q2: 1,768 shares; 2026Q3: 1,829 shares 1,829 $911K 0.08% +61 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: 872 shares; 2025Q1: 770 shares; 2025Q2: 768 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares; 2026Q2: 781 shares; 2026Q3: 779 shares 779 $901K 0.08% -2 Timeline IFLN 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: 46,970 shares; 2025Q1: 46,488 shares; 2025Q2: 45,747 shares; 2025Q3: 47,030 shares; 2025Q4: 48,629 shares; 2026Q1: 48,531 shares; 2026Q2: 47,569 shares; 2026Q3: 48,358 shares 48,358 $843K 0.08% +789 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,871 shares; 2025Q1: 991 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 982 shares; 2026Q2: 982 shares; 2026Q3: 982 shares 982 $838K 0.08% 0 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: 586 shares; 2025Q1: not reported; 2025Q2: 587 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 1,849 shares; 2026Q2: 1,849 shares; 2026Q3: 1,849 shares 1,849 $836K 0.08% 0 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: 643 shares; 2025Q1: 615 shares; 2025Q2: 795 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 1,031 shares; 2026Q2: 2,119 shares; 2026Q3: 1,091 shares 1,091 $807K 0.07% -1,028 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,222 shares; 2025Q1: 4,007 shares; 2025Q2: 3,879 shares; 2025Q3: 4,014 shares; 2025Q4: 3,997 shares; 2026Q1: 3,991 shares; 2026Q2: 4,010 shares; 2026Q3: 8,143 shares 8,143 $805K 0.07% +4,133 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: 2,776 shares; 2025Q1: 2,314 shares; 2025Q2: 2,369 shares; 2025Q3: 2,448 shares; 2025Q4: 2,378 shares; 2026Q1: 2,328 shares; 2026Q2: 2,352 shares; 2026Q3: 2,337 shares 2,337 $804K 0.07% -15 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,079 shares; 2025Q1: 2,988 shares; 2025Q2: 2,681 shares; 2025Q3: 2,291 shares; 2025Q4: 2,059 shares; 2026Q1: 1,414 shares; 2026Q2: 2,877 shares; 2026Q3: 2,753 shares 2,753 $756K 0.07% -124 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,418 shares; 2025Q1: 27,460 shares; 2025Q2: 25,615 shares; 2025Q3: 25,620 shares; 2025Q4: 25,525 shares; 2026Q1: 25,513 shares; 2026Q2: 25,379 shares; 2026Q3: 25,381 shares 25,381 $724K 0.07% +2 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,334 shares; 2025Q1: 14,048 shares; 2025Q2: 13,528 shares; 2025Q3: 10,509 shares; 2025Q4: 10,525 shares; 2026Q1: 10,458 shares; 2026Q2: 10,133 shares; 2026Q3: 10,112 shares 10,112 $713K 0.06% -21 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: 2,492 shares; 2025Q1: 1,771 shares; 2025Q2: 1,752 shares; 2025Q3: 1,748 shares; 2025Q4: 1,673 shares; 2026Q1: 1,591 shares; 2026Q2: 1,566 shares; 2026Q3: 1,843 shares 1,843 $690K 0.06% +277 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,597 shares; 2025Q1: 17,461 shares; 2025Q2: 17,217 shares; 2025Q3: 17,635 shares; 2025Q4: 17,765 shares; 2026Q1: 17,286 shares; 2026Q2: 16,652 shares; 2026Q3: 16,694 shares 16,694 $676K 0.06% +42 Timeline VGK 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: 12,248 shares; 2025Q1: 8,039 shares; 2025Q2: 8,139 shares; 2025Q3: 8,076 shares; 2025Q4: 7,868 shares; 2026Q1: 7,863 shares; 2026Q2: 7,365 shares; 2026Q3: 7,331 shares 7,331 $636K 0.06% -34 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 1,881 shares; 2026Q1: 1,881 shares; 2026Q2: 1,881 shares; 2026Q3: 1,881 shares 1,881 $618K 0.06% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 817 shares; 2026Q1: 916 shares; 2026Q2: 1,756 shares; 2026Q3: 1,777 shares 1,777 $606K 0.05% +21 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,669 shares; 2025Q1: 7,305 shares; 2025Q2: 7,305 shares; 2025Q3: 7,305 shares; 2025Q4: 7,305 shares; 2026Q1: 7,048 shares; 2026Q2: 7,053 shares; 2026Q3: 7,048 shares 7,048 $601K 0.05% -5 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,935 shares; 2025Q1: 12,860 shares; 2025Q2: 6,530 shares; 2025Q3: 6,280 shares; 2025Q4: 6,281 shares; 2026Q1: 6,502 shares; 2026Q2: 6,944 shares; 2026Q3: 6,929 shares 6,929 $578K 0.05% -15 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: 1,735 shares; 2025Q1: 1,605 shares; 2025Q2: 1,606 shares; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares; 2026Q1: 2,157 shares; 2026Q2: 2,173 shares; 2026Q3: 1,987 shares 1,987 $526K 0.05% -186 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND 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: 1,030 shares; 2026Q3: 1,031 shares 1,031 $524K 0.05% +1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,767 shares; 2025Q2: 2,755 shares; 2025Q3: 2,755 shares; 2025Q4: 2,351 shares; 2026Q1: 2,228 shares; 2026Q2: 2,232 shares; 2026Q3: 2,232 shares 2,232 $515K 0.05% 0 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: 1,268 shares; 2025Q1: 1,248 shares; 2025Q2: 1,196 shares; 2025Q3: 1,121 shares; 2025Q4: 1,114 shares; 2026Q1: 1,096 shares; 2026Q2: 1,090 shares; 2026Q3: 1,092 shares 1,092 $498K 0.04% +2 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: 600 shares; 2025Q1: 588 shares; 2025Q2: 611 shares; 2025Q3: 675 shares; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 608 shares; 2026Q3: 685 shares 685 $497K 0.04% +77 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; 2024Q4: 1,357 shares; 2025Q1: 1,384 shares; 2025Q2: 1,404 shares; 2025Q3: 1,406 shares; 2025Q4: 1,409 shares; 2026Q1: 1,411 shares; 2026Q2: 1,375 shares; 2026Q3: 1,377 shares 1,377 $491K 0.04% +2 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,872 shares; 2025Q1: 5,633 shares; 2025Q2: 5,587 shares; 2025Q3: 6,948 shares; 2025Q4: 5,585 shares; 2026Q1: 5,621 shares; 2026Q2: 5,568 shares; 2026Q3: 5,519 shares 5,519 $486K 0.04% -49 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,101 shares; 2025Q1: 8,371 shares; 2025Q2: 8,371 shares; 2025Q3: 8,371 shares; 2025Q4: 4,947 shares; 2026Q1: 4,947 shares; 2026Q2: 4,947 shares; 2026Q3: 4,947 shares 4,947 $477K 0.04% 0 Timeline PCY 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: 25,896 shares; 2025Q1: 25,581 shares; 2025Q2: 24,110 shares; 2025Q3: 24,802 shares; 2025Q4: 24,372 shares; 2026Q1: 24,208 shares; 2026Q2: 23,490 shares; 2026Q3: 23,903 shares 23,903 $475K 0.04% +413 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,898 shares; 2025Q1: 2,898 shares; 2025Q2: 2,812 shares; 2025Q3: 2,811 shares; 2025Q4: 2,854 shares; 2026Q1: 2,900 shares; 2026Q2: 2,822 shares; 2026Q3: 2,822 shares 2,822 $469K 0.04% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,000 shares 10,000 $463K 0.04% 0 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; 2024Q4: 406 shares; 2025Q1: 450 shares; 2025Q2: 385 shares; 2025Q3: 410 shares; 2025Q4: 460 shares; 2026Q1: 473 shares; 2026Q2: 550 shares; 2026Q3: 634 shares 634 $444K 0.04% +84 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,437 shares; 2025Q1: 5,437 shares; 2025Q2: 5,437 shares; 2025Q3: 5,437 shares; 2025Q4: 5,437 shares; 2026Q1: 5,438 shares; 2026Q2: 6,240 shares; 2026Q3: 6,238 shares 6,238 $420K 0.04% -2 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: 3,854 shares; 2025Q1: 3,854 shares; 2025Q2: 3,895 shares; 2025Q3: 3,895 shares; 2025Q4: 3,845 shares; 2026Q1: 3,845 shares; 2026Q2: 3,865 shares; 2026Q3: 3,864 shares 3,864 $416K 0.04% -1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 513 shares; 2026Q3: 511 shares 511 $414K 0.04% -2 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: 3,777 shares; 2025Q1: 3,777 shares; 2025Q2: 3,786 shares; 2025Q3: 3,821 shares; 2025Q4: 3,517 shares; 2026Q1: 3,517 shares; 2026Q2: 3,978 shares; 2026Q3: 3,956 shares 3,956 $411K 0.04% -22 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: 4,701 shares; 2025Q1: 4,701 shares; 2025Q2: 4,701 shares; 2025Q3: 4,900 shares; 2025Q4: 4,931 shares; 2026Q1: 4,964 shares; 2026Q2: 4,632 shares; 2026Q3: 5,780 shares 5,780 $408K 0.04% +1,148 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 819 shares; 2026Q1: 819 shares; 2026Q2: 819 shares; 2026Q3: 819 shares 819 $403K 0.04% 0 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,534 shares; 2025Q1: 2,849 shares; 2025Q2: 2,867 shares; 2025Q3: 2,629 shares; 2025Q4: 2,643 shares; 2026Q1: 2,622 shares; 2026Q2: 2,594 shares; 2026Q3: 2,509 shares 2,509 $392K 0.04% -85 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,837 shares; 2025Q4: 2,837 shares; 2026Q1: 2,838 shares; 2026Q2: 3,040 shares; 2026Q3: 3,075 shares 3,075 $390K 0.04% +35 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 906 shares; 2025Q1: 906 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 906 shares; 2026Q1: 906 shares; 2026Q2: 909 shares; 2026Q3: 909 shares 909 $383K 0.03% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 7,560 shares; 2026Q2: 7,560 shares; 2026Q3: 7,560 shares 7,560 $382K 0.03% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares; 2026Q2: 1,258 shares; 2026Q3: 1,258 shares 1,258 $378K 0.03% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares; 2026Q1: 637 shares; 2026Q2: 637 shares; 2026Q3: 637 shares 637 $377K 0.03% 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; 2024Q4: 1,187 shares; 2025Q1: 1,176 shares; 2025Q2: 1,182 shares; 2025Q3: 1,176 shares; 2025Q4: 1,181 shares; 2026Q1: 1,185 shares; 2026Q2: 1,443 shares; 2026Q3: 1,436 shares 1,436 $376K 0.03% -7 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,379 shares; 2025Q1: 2,379 shares; 2025Q2: not reported; 2025Q3: 2,379 shares; 2025Q4: 2,379 shares; 2026Q1: 2,379 shares; 2026Q2: 2,379 shares; 2026Q3: 2,379 shares 2,379 $367K 0.03% 0 Timeline USHY ISHARES TR More: the full row for ISHARES 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: not reported; 2026Q2: not reported; 2026Q3: 10,173 shares 10,173 $363K 0.03% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,553 shares; 2026Q1: 1,553 shares; 2026Q2: 1,552 shares; 2026Q3: 1,518 shares 1,518 $354K 0.03% -34 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,040 shares; 2025Q1: not reported; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,028 shares; 2026Q1: 2,028 shares; 2026Q2: 2,028 shares; 2026Q3: 2,028 shares 2,028 $343K 0.03% 0 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,947 shares; 2025Q1: 5,947 shares; 2025Q2: 5,947 shares; 2025Q3: 6,649 shares; 2025Q4: 6,659 shares; 2026Q1: 6,716 shares; 2026Q2: 6,389 shares; 2026Q3: 6,287 shares 6,287 $342K 0.03% -102 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,251 shares; 2025Q1: 4,249 shares; 2025Q2: 3,518 shares; 2025Q3: 5,769 shares; 2025Q4: 5,766 shares; 2026Q1: 5,745 shares; 2026Q2: 7,547 shares; 2026Q3: 7,823 shares 7,823 $341K 0.03% +276 Timeline INTC INTEL CORP More: the full row for INTEL 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: 2,798 shares; 2026Q3: 2,793 shares 2,793 $336K 0.03% -5 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 655 shares; 2026Q2: 656 shares; 2026Q3: 655 shares 655 $335K 0.03% -1 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: 9,636 shares; 2025Q1: 5,286 shares; 2025Q2: 4,915 shares; 2025Q3: 5,958 shares; 2025Q4: 5,969 shares; 2026Q1: 5,891 shares; 2026Q2: 5,753 shares; 2026Q3: 5,773 shares 5,773 $333K 0.03% +20 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,711 shares; 2025Q1: 2,819 shares; 2025Q2: 2,548 shares; 2025Q3: 2,486 shares; 2025Q4: 2,423 shares; 2026Q1: 2,261 shares; 2026Q2: 2,186 shares; 2026Q3: 2,110 shares 2,110 $331K 0.03% -76 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: 1,780 shares; 2025Q1: not reported; 2025Q2: 870 shares; 2025Q3: 834 shares; 2025Q4: 934 shares; 2026Q1: 934 shares; 2026Q2: 953 shares; 2026Q3: 939 shares 939 $330K 0.03% -14 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,369 shares; 2025Q1: 8,370 shares; 2025Q2: 8,371 shares; 2025Q3: 9,854 shares; 2025Q4: 10,406 shares; 2026Q1: 10,183 shares; 2026Q2: 10,225 shares; 2026Q3: 10,227 shares 10,227 $329K 0.03% +2 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; 2024Q4: 1,136 shares; 2025Q1: 1,098 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares; 2026Q2: 1,110 shares; 2026Q3: 1,111 shares 1,111 $316K 0.03% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,404 shares; 2026Q1: 1,406 shares; 2026Q2: 1,448 shares; 2026Q3: 1,448 shares 1,448 $313K 0.03% 0 Timeline SCHE 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: 9,442 shares; 2025Q1: 9,093 shares; 2025Q2: 9,425 shares; 2025Q3: 9,352 shares; 2025Q4: 9,548 shares; 2026Q1: 9,101 shares; 2026Q2: 9,120 shares; 2026Q3: 8,479 shares 8,479 $309K 0.03% -641 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,493 shares; 2025Q1: 3,482 shares; 2025Q2: 3,487 shares; 2025Q3: 3,481 shares; 2025Q4: 3,452 shares; 2026Q1: 3,364 shares; 2026Q2: 3,439 shares; 2026Q3: 3,866 shares 3,866 $299K 0.03% +427 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; 2024Q4: 6,925 shares; 2025Q1: 5,116 shares; 2025Q2: 5,213 shares; 2025Q3: 3,979 shares; 2025Q4: 3,942 shares; 2026Q1: 3,932 shares; 2026Q2: 3,811 shares; 2026Q3: 3,589 shares 3,589 $287K 0.03% -222 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 634 shares; 2026Q2: 634 shares; 2026Q3: 634 shares 634 $276K 0.02% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,741 shares; 2025Q4: 5,741 shares; 2026Q1: 5,741 shares; 2026Q2: 5,741 shares; 2026Q3: 5,741 shares 5,741 $271K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,227 shares 3,227 $253K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222 shares; 2026Q2: 1,236 shares; 2026Q3: 1,238 shares 1,238 $253K 0.02% +2 Timeline BIV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,406 shares; 2026Q3: 3,406 shares 3,406 $248K 0.02% 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; 2024Q4: 4,168 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,461 shares; 2026Q2: 1,504 shares; 2026Q3: 1,492 shares 1,492 $243K 0.02% -12 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,690 shares; 2026Q3: 4,090 shares 4,090 $243K 0.02% +400 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 423 shares; 2026Q1: not reported; 2026Q2: 2,652 shares; 2026Q3: 2,652 shares 2,652 $239K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 4,231 shares; 2026Q1: 4,231 shares; 2026Q2: 4,232 shares; 2026Q3: 4,232 shares 4,232 $238K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,671 shares; 2026Q2: 2,617 shares; 2026Q3: 2,618 shares 2,618 $235K 0.02% +1 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,993 shares; 2025Q1: 4,993 shares; 2025Q2: 4,993 shares; 2025Q3: 4,993 shares; 2025Q4: 4,993 shares; 2026Q1: 4,993 shares; 2026Q2: 4,993 shares; 2026Q3: 4,993 shares 4,993 $232K 0.02% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,447 shares; 2025Q1: 3,447 shares; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 3,447 shares; 2026Q1: 3,447 shares; 2026Q2: 3,647 shares; 2026Q3: 3,647 shares 3,647 $231K 0.02% 0 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: 1,522 shares 1,522 $230K 0.02% new 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: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 348 shares; 2026Q3: 348 shares 348 $229K 0.02% 0 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,506 shares; 2025Q1: 14,986 shares; 2025Q2: 18,244 shares; 2025Q3: 18,244 shares; 2025Q4: 16,800 shares; 2026Q1: 16,800 shares; 2026Q2: 16,800 shares; 2026Q3: 13,651 shares 13,651 $219K 0.02% -3,149 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,559 shares; 2026Q1: 1,559 shares; 2026Q2: 1,559 shares; 2026Q3: 1,559 shares 1,559 $214K 0.02% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,233 shares; 2025Q2: 13,448 shares; 2025Q3: 13,515 shares; 2025Q4: 13,584 shares; 2026Q1: 13,066 shares; 2026Q2: 11,734 shares; 2026Q3: 11,233 shares 11,233 $208K 0.02% -501 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: 775 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 574 shares 574 $206K 0.02% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC 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: 1,281 shares; 2026Q3: 1,281 shares 1,281 $205K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,092 shares 1,092 $203K 0.02% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,000 shares 10,000 $198K 0.02% 0 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares; 2026Q3: 15,000 shares 15,000 $197K 0.02% 0 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: 12,186 shares; 2025Q2: 12,186 shares; 2025Q3: 12,186 shares; 2025Q4: 12,186 shares; 2026Q1: 12,186 shares; 2026Q2: 12,186 shares; 2026Q3: 12,186 shares 12,186 $157K 0.01% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,000 shares 10,000 $82.6K 0.01% 0 Timeline