VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS 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: 823,649 shares; 2026Q2: 838,371 shares 838,371 $64.7M 13.4% +14,722 Timeline FIGB 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,114,630 shares; 2026Q2: 1,134,364 shares 1,134,364 $48.6M 10.05% +19,734 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,292 shares; 2024Q4: 288,535 shares; 2025Q1: 328,853 shares; 2025Q2: 306,162 shares; 2025Q3: 315,138 shares; 2025Q4: 331,640 shares; 2026Q1: 348,959 shares; 2026Q2: 352,037 shares 352,037 $23.4M 4.85% +3,078 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: 51,019 shares; 2024Q4: 52,108 shares; 2025Q1: 62,844 shares; 2025Q2: 58,899 shares; 2025Q3: 68,922 shares; 2025Q4: 66,706 shares; 2026Q1: 79,289 shares; 2026Q2: 78,703 shares 78,703 $22.8M 4.71% -586 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: 73,954 shares; 2024Q4: 68,254 shares; 2025Q1: 74,826 shares; 2025Q2: 73,921 shares; 2025Q3: 70,880 shares; 2025Q4: 68,442 shares; 2026Q1: 86,912 shares; 2026Q2: 85,685 shares 85,685 $17.1M 3.55% -1,227 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,744 shares; 2024Q4: 23,246 shares; 2025Q1: 28,957 shares; 2025Q2: 28,607 shares; 2025Q3: 29,228 shares; 2025Q4: 28,562 shares; 2026Q1: 39,675 shares; 2026Q2: 38,925 shares 38,925 $14.5M 3% -750 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,303 shares; 2024Q4: 38,639 shares; 2025Q1: 45,083 shares; 2025Q2: 45,267 shares; 2025Q3: 37,042 shares; 2025Q4: 35,899 shares; 2026Q1: 37,398 shares; 2026Q2: 36,154 shares 36,154 $12.9M 2.67% -1,244 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: 24,607 shares; 2024Q4: 23,988 shares; 2025Q1: 27,900 shares; 2025Q2: 27,374 shares; 2025Q3: 41,130 shares; 2025Q4: 40,462 shares; 2026Q1: 48,877 shares; 2026Q2: 47,918 shares 47,918 $11.4M 2.36% -959 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,745 shares; 2024Q4: 2,952 shares; 2025Q1: 2,748 shares; 2025Q2: 2,748 shares; 2025Q3: 6,275 shares; 2025Q4: 6,220 shares; 2026Q1: 9,252 shares; 2026Q2: 9,085 shares 9,085 $9.67M 2% -167 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425,152 shares; 2024Q4: 239,917 shares; 2025Q1: 203,935 shares; 2025Q2: 202,834 shares; 2025Q3: 180,687 shares; 2025Q4: 181,363 shares; 2026Q1: 196,355 shares; 2026Q2: 197,654 shares 197,654 $8.64M 1.79% +1,299 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,701 shares; 2024Q4: 4,646 shares; 2025Q1: 4,986 shares; 2025Q2: 5,004 shares; 2025Q3: 4,904 shares; 2025Q4: 4,837 shares; 2026Q1: 6,479 shares; 2026Q2: 6,357 shares 6,357 $7.62M 1.58% -122 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,072 shares; 2026Q2: 18,072 shares 18,072 $6.69M 1.38% 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: 1,973 shares; 2024Q4: not reported; 2025Q1: 8,886 shares; 2025Q2: 8,565 shares; 2025Q3: 8,641 shares; 2025Q4: 8,479 shares; 2026Q1: 7,686 shares; 2026Q2: 5,792 shares 5,792 $6.69M 1.38% -1,894 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,850 shares; 2024Q4: 17,135 shares; 2025Q1: 15,046 shares; 2025Q2: 14,781 shares; 2025Q3: 14,680 shares; 2025Q4: 14,219 shares; 2026Q1: 16,550 shares; 2026Q2: 16,836 shares 16,836 $6.36M 1.32% +286 Timeline LMBS 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,616 shares; 2026Q2: 126,644 shares 126,644 $6.3M 1.3% +13,028 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,631 shares; 2024Q4: 39,414 shares; 2025Q1: 82,331 shares; 2025Q2: 136,620 shares; 2025Q3: 168,892 shares; 2025Q4: 186,062 shares; 2026Q1: 213,474 shares; 2026Q2: 247,322 shares 247,322 $6.24M 1.29% +33,848 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,019 shares; 2024Q4: 18,341 shares; 2025Q1: 13,956 shares; 2025Q2: 13,550 shares; 2025Q3: 13,021 shares; 2025Q4: 12,826 shares; 2026Q1: 17,788 shares; 2026Q2: 18,020 shares 18,020 $5.9M 1.22% +232 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,127 shares; 2024Q4: 80,119 shares; 2025Q1: 99,119 shares; 2025Q2: 150,594 shares; 2025Q3: 186,375 shares; 2025Q4: 196,693 shares; 2026Q1: 207,912 shares; 2026Q2: 226,152 shares 226,152 $5.48M 1.13% +18,240 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,580 shares; 2024Q4: 8,243 shares; 2025Q1: 9,284 shares; 2025Q2: 9,121 shares; 2025Q3: 16,617 shares; 2025Q4: 16,413 shares; 2026Q1: 21,721 shares; 2026Q2: 21,482 shares 21,482 $5.41M 1.12% -239 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,124 shares; 2024Q4: 67,220 shares; 2025Q1: 86,505 shares; 2025Q2: 122,702 shares; 2025Q3: 161,143 shares; 2025Q4: 175,441 shares; 2026Q1: 200,103 shares; 2026Q2: 211,676 shares 211,676 $5.13M 1.06% +11,573 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: 7,240 shares; 2024Q4: 6,034 shares; 2025Q1: 15,514 shares; 2025Q2: 15,004 shares; 2025Q3: 15,081 shares; 2025Q4: 11,268 shares; 2026Q1: 11,545 shares; 2026Q2: 8,732 shares 8,732 $5.07M 1.05% -2,813 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,700 shares; 2024Q4: 91,770 shares; 2025Q1: 11,820 shares; 2025Q2: 11,820 shares; 2025Q3: 11,820 shares; 2025Q4: 16,760 shares; 2026Q1: 160,487 shares; 2026Q2: 150,575 shares 150,575 $4.82M 1% -9,912 Timeline VNQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,349 shares; 2026Q2: 104,657 shares 104,657 $4.69M 0.97% +7,308 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: 18,436 shares; 2024Q4: 18,095 shares; 2025Q1: 19,004 shares; 2025Q2: 18,611 shares; 2025Q3: 19,317 shares; 2025Q4: 19,090 shares; 2026Q1: 34,940 shares; 2026Q2: 34,161 shares 34,161 $4.67M 0.97% -779 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,575 shares; 2025Q2: 16,091 shares; 2025Q3: 18,718 shares; 2025Q4: 29,604 shares; 2026Q1: 148,493 shares; 2026Q2: 190,831 shares 190,831 $4.42M 0.91% +42,338 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,515 shares; 2024Q4: 23,986 shares; 2025Q1: 26,432 shares; 2025Q2: 26,689 shares; 2025Q3: 19,934 shares; 2025Q4: 19,261 shares; 2026Q1: 39,970 shares; 2026Q2: 39,002 shares 39,002 $4.42M 0.91% -968 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,346 shares; 2024Q4: 6,248 shares; 2025Q1: 7,373 shares; 2025Q2: 7,175 shares; 2025Q3: 6,393 shares; 2025Q4: 6,232 shares; 2026Q1: 7,573 shares; 2026Q2: 7,603 shares 7,603 $4.28M 0.89% +30 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,158 shares; 2024Q4: 4,486 shares; 2025Q1: 9,346 shares; 2025Q2: 9,223 shares; 2025Q3: 9,140 shares; 2025Q4: 9,001 shares; 2026Q1: 15,382 shares; 2026Q2: 15,177 shares 15,177 $3.85M 0.8% -205 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,659 shares; 2025Q1: 4,659 shares; 2025Q2: 5,179 shares; 2025Q3: 5,279 shares; 2025Q4: 5,279 shares; 2026Q1: 20,638 shares; 2026Q2: 31,719 shares 31,719 $3.73M 0.77% +11,081 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: 1,028 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,144 shares; 2025Q4: 1,125 shares; 2026Q1: 1,123 shares; 2026Q2: 11,082 shares 11,082 $3.34M 0.69% +9,959 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,237 shares; 2024Q4: 6,286 shares; 2025Q1: 7,352 shares; 2025Q2: 7,185 shares; 2025Q3: 7,852 shares; 2025Q4: 7,712 shares; 2026Q1: 7,938 shares; 2026Q2: 7,715 shares 7,715 $3.24M 0.67% -223 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: 3,659 shares; 2024Q4: 3,082 shares; 2025Q1: 4,721 shares; 2025Q2: 4,634 shares; 2025Q3: 4,618 shares; 2025Q4: 4,546 shares; 2026Q1: 6,494 shares; 2026Q2: 6,345 shares 6,345 $3.17M 0.66% -149 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,731 shares; 2024Q4: 42,727 shares; 2025Q1: 22,818 shares; 2025Q2: 17,899 shares; 2025Q3: 18,964 shares; 2025Q4: 18,499 shares; 2026Q1: 32,982 shares; 2026Q2: 25,153 shares 25,153 $2.78M 0.57% -7,829 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,598 shares; 2024Q4: 3,606 shares; 2025Q1: 3,870 shares; 2025Q2: 3,836 shares; 2025Q3: 5,482 shares; 2025Q4: 4,797 shares; 2026Q1: 7,595 shares; 2026Q2: 7,343 shares 7,343 $2.59M 0.54% -252 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: 11,792 shares; 2024Q4: 11,161 shares; 2025Q1: 12,655 shares; 2025Q2: 12,329 shares; 2025Q3: 8,992 shares; 2025Q4: 8,756 shares; 2026Q1: 17,018 shares; 2026Q2: 16,792 shares 16,792 $2.46M 0.51% -226 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,377 shares; 2025Q2: 5,306 shares; 2025Q3: 5,259 shares; 2025Q4: 5,881 shares; 2026Q1: 6,059 shares; 2026Q2: 6,615 shares 6,615 $2.27M 0.47% +556 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,173 shares; 2024Q4: 5,025 shares; 2025Q1: 2,955 shares; 2025Q2: 2,928 shares; 2025Q3: 2,895 shares; 2025Q4: 3,253 shares; 2026Q1: 4,100 shares; 2026Q2: 4,157 shares 4,157 $2.14M 0.44% +57 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; 2024Q3: 1,630 shares; 2024Q4: not reported; 2025Q1: 1,840 shares; 2025Q2: 1,822 shares; 2025Q3: 1,785 shares; 2025Q4: 1,748 shares; 2026Q1: 3,057 shares; 2026Q2: 2,937 shares 2,937 $2.12M 0.44% -120 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: 8,858 shares; 2024Q4: 8,205 shares; 2025Q1: 7,770 shares; 2025Q2: 7,581 shares; 2025Q3: 8,191 shares; 2025Q4: 8,042 shares; 2026Q1: 16,589 shares; 2026Q2: 16,296 shares 16,296 $2.09M 0.43% -293 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: 5,887 shares; 2024Q4: 5,653 shares; 2025Q1: 6,537 shares; 2025Q2: 7,118 shares; 2025Q3: 7,483 shares; 2025Q4: 7,599 shares; 2026Q1: 12,823 shares; 2026Q2: 12,495 shares 12,495 $2.07M 0.43% -328 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,891 shares; 2025Q3: 1,886 shares; 2025Q4: 1,866 shares; 2026Q1: 3,962 shares; 2026Q2: 3,762 shares 3,762 $1.92M 0.4% -200 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,190 shares; 2024Q4: 4,315 shares; 2025Q1: 4,951 shares; 2025Q2: 4,838 shares; 2025Q3: 4,807 shares; 2025Q4: 4,736 shares; 2026Q1: 4,870 shares; 2026Q2: 5,520 shares 5,520 $1.88M 0.39% +650 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,488 shares; 2026Q1: 8,892 shares; 2026Q2: 8,793 shares 8,793 $1.84M 0.38% -99 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: 809 shares; 2026Q1: 1,860 shares; 2026Q2: 1,846 shares 1,846 $1.78M 0.37% -14 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,269 shares; 2025Q4: 2,171 shares; 2026Q1: 9,757 shares; 2026Q2: 9,636 shares 9,636 $1.74M 0.36% -121 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: 5,803 shares; 2024Q4: 2,774 shares; 2025Q1: 5,736 shares; 2025Q2: 5,618 shares; 2025Q3: 5,861 shares; 2025Q4: 5,687 shares; 2026Q1: 12,274 shares; 2026Q2: 12,228 shares 12,228 $1.66M 0.34% -46 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: 4,126 shares; 2024Q4: 4,010 shares; 2025Q1: 4,650 shares; 2025Q2: 4,588 shares; 2025Q3: 4,507 shares; 2025Q4: 4,426 shares; 2026Q1: 5,914 shares; 2026Q2: 5,852 shares 5,852 $1.65M 0.34% -62 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,086 shares; 2024Q4: 1,056 shares; 2025Q1: 1,230 shares; 2025Q2: 1,198 shares; 2025Q3: 1,486 shares; 2025Q4: 1,479 shares; 2026Q1: 1,527 shares; 2026Q2: 1,681 shares 1,681 $1.57M 0.33% +154 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,148 shares; 2025Q2: 7,007 shares; 2025Q3: 6,955 shares; 2025Q4: 8,424 shares; 2026Q1: 10,605 shares; 2026Q2: 10,695 shares 10,695 $1.53M 0.32% +90 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,700 shares; 2026Q2: 13,570 shares 13,570 $1.5M 0.31% -130 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,670 shares; 2024Q4: 3,209 shares; 2025Q1: 3,767 shares; 2025Q2: 3,667 shares; 2025Q3: 3,591 shares; 2025Q4: 980 shares; 2026Q1: 3,647 shares; 2026Q2: 3,597 shares 3,597 $1.5M 0.31% -50 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,064 shares; 2025Q2: 5,190 shares; 2025Q3: 5,421 shares; 2025Q4: 5,318 shares; 2026Q1: 7,952 shares; 2026Q2: 7,789 shares 7,789 $1.48M 0.31% -163 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,556 shares; 2024Q4: 17,233 shares; 2025Q1: 17,233 shares; 2025Q2: 18,650 shares; 2025Q3: 63,074 shares; 2025Q4: 63,074 shares; 2026Q1: 63,074 shares; 2026Q2: 63,074 shares 63,074 $1.44M 0.3% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,432 shares; 2025Q2: 4,767 shares; 2025Q3: 4,812 shares; 2025Q4: 4,755 shares; 2026Q1: 3,663 shares; 2026Q2: 3,806 shares 3,806 $1.42M 0.29% +143 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,842 shares; 2024Q4: 17,655 shares; 2025Q1: 17,655 shares; 2025Q2: 19,101 shares; 2025Q3: 63,532 shares; 2025Q4: 63,532 shares; 2026Q1: 63,532 shares; 2026Q2: 63,532 shares 63,532 $1.42M 0.29% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,782 shares; 2025Q2: 24,849 shares; 2025Q3: 25,030 shares; 2025Q4: 24,591 shares; 2026Q1: 25,387 shares; 2026Q2: 25,059 shares 25,059 $1.41M 0.29% -328 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,990 shares; 2024Q4: 6,720 shares; 2025Q1: 9,257 shares; 2025Q2: 9,074 shares; 2025Q3: 8,645 shares; 2025Q4: 8,490 shares; 2026Q1: 15,080 shares; 2026Q2: 15,429 shares 15,429 $1.4M 0.29% +349 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 1,774 shares; 2025Q1: 2,077 shares; 2025Q2: 2,052 shares; 2025Q3: 3,091 shares; 2025Q4: 3,043 shares; 2026Q1: 4,780 shares; 2026Q2: 4,893 shares 4,893 $1.32M 0.27% +113 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; 2024Q3: not reported; 2024Q4: 17,794 shares; 2025Q1: 11,551 shares; 2025Q2: 11,475 shares; 2025Q3: 11,242 shares; 2025Q4: 11,033 shares; 2026Q1: 11,389 shares; 2026Q2: 11,247 shares 11,247 $1.31M 0.27% -142 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,113 shares; 2025Q2: 9,008 shares; 2025Q3: 8,881 shares; 2025Q4: 8,718 shares; 2026Q1: 9,008 shares; 2026Q2: 8,905 shares 8,905 $1.3M 0.27% -103 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,371 shares; 2026Q2: 9,171 shares 9,171 $1.28M 0.26% +2,800 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,874 shares; 2026Q2: 17,874 shares 17,874 $1.27M 0.26% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,065 shares; 2024Q4: 1,984 shares; 2025Q1: 2,376 shares; 2025Q2: 2,307 shares; 2025Q3: 2,307 shares; 2025Q4: 2,265 shares; 2026Q1: 4,489 shares; 2026Q2: 4,021 shares 4,021 $1.27M 0.26% -468 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,152 shares; 2024Q4: 2,091 shares; 2025Q1: 2,091 shares; 2025Q2: 2,106 shares; 2025Q3: 1,390 shares; 2025Q4: 1,348 shares; 2026Q1: 3,574 shares; 2026Q2: 3,575 shares 3,575 $1.26M 0.26% +1 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,466 shares; 2026Q1: 26,858 shares; 2026Q2: 26,563 shares 26,563 $1.26M 0.26% -295 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733 shares; 2024Q4: 801 shares; 2025Q1: 912 shares; 2025Q2: 1,826 shares; 2025Q3: 1,812 shares; 2025Q4: 1,792 shares; 2026Q1: 2,294 shares; 2026Q2: 2,424 shares 2,424 $1.26M 0.26% +130 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,329 shares; 2024Q4: 3,638 shares; 2025Q1: not reported; 2025Q2: 5,077 shares; 2025Q3: 5,042 shares; 2025Q4: 5,004 shares; 2026Q1: 13,456 shares; 2026Q2: 14,132 shares 14,132 $1.24M 0.26% +676 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,703 shares; 2025Q1: 7,420 shares; 2025Q2: 7,568 shares; 2025Q3: 7,237 shares; 2025Q4: 7,047 shares; 2026Q1: 7,313 shares; 2026Q2: 7,229 shares 7,229 $1.23M 0.25% -84 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,652 shares; 2024Q4: 1,689 shares; 2025Q1: 3,785 shares; 2025Q2: 3,619 shares; 2025Q3: 3,077 shares; 2025Q4: 3,019 shares; 2026Q1: 4,553 shares; 2026Q2: 4,481 shares 4,481 $1.22M 0.25% -72 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 625 shares; 2025Q4: 3,157 shares; 2026Q1: 3,341 shares; 2026Q2: 3,527 shares 3,527 $1.19M 0.25% +186 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,278 shares; 2024Q4: 7,063 shares; 2025Q1: 8,173 shares; 2025Q2: 7,966 shares; 2025Q3: 7,970 shares; 2025Q4: 7,811 shares; 2026Q1: 6,799 shares; 2026Q2: 6,719 shares 6,719 $1.18M 0.25% -80 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,558 shares; 2025Q2: 6,370 shares; 2025Q3: 6,358 shares; 2025Q4: 6,238 shares; 2026Q1: 8,550 shares; 2026Q2: 8,393 shares 8,393 $1.17M 0.24% -157 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 974 shares; 2025Q2: 986 shares; 2025Q3: 973 shares; 2025Q4: 959 shares; 2026Q1: 986 shares; 2026Q2: 976 shares 976 $1.15M 0.24% -10 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: 8,175 shares; 2024Q4: 9,411 shares; 2025Q1: 10,851 shares; 2025Q2: 10,714 shares; 2025Q3: 16,252 shares; 2025Q4: 16,136 shares; 2026Q1: 15,545 shares; 2026Q2: 13,815 shares 13,815 $1.12M 0.23% -1,730 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,142 shares; 2024Q4: 4,119 shares; 2025Q1: 3,299 shares; 2025Q2: 3,241 shares; 2025Q3: 3,230 shares; 2025Q4: 3,196 shares; 2026Q1: 4,913 shares; 2026Q2: 4,865 shares 4,865 $1.09M 0.23% -48 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,653 shares; 2024Q4: 1,597 shares; 2025Q1: 878 shares; 2025Q2: 699 shares; 2025Q3: 697 shares; 2025Q4: 685 shares; 2026Q1: 1,721 shares; 2026Q2: 1,712 shares 1,712 $1.09M 0.22% -9 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP 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: 3,969 shares; 2025Q4: 3,914 shares; 2026Q1: 4,046 shares; 2026Q2: 3,991 shares 3,991 $1.02M 0.21% -55 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 427 shares; 2025Q2: 421 shares; 2025Q3: 424 shares; 2025Q4: 416 shares; 2026Q1: 1,066 shares; 2026Q2: 1,040 shares 1,040 $1.02M 0.21% -26 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,413 shares; 2026Q2: 6,337 shares 6,337 $1M 0.21% -76 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 1,079 shares; 2025Q1: 1,556 shares; 2025Q2: 1,501 shares; 2025Q3: 1,502 shares; 2025Q4: 1,484 shares; 2026Q1: 1,928 shares; 2026Q2: 1,929 shares 1,929 $967K 0.2% +1 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,936 shares; 2024Q4: 3,980 shares; 2025Q1: 4,559 shares; 2025Q2: 4,427 shares; 2025Q3: 4,901 shares; 2025Q4: 4,831 shares; 2026Q1: 6,318 shares; 2026Q2: 6,258 shares 6,258 $948K 0.2% -60 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,725 shares; 2024Q4: 1,708 shares; 2025Q1: 2,021 shares; 2025Q2: 1,961 shares; 2025Q3: 1,569 shares; 2025Q4: 15,212 shares; 2026Q1: 13,638 shares; 2026Q2: 13,073 shares 13,073 $933K 0.19% -565 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $909K 0.19% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS 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: 2,564 shares; 2026Q2: 2,684 shares 2,684 $909K 0.19% +120 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970 shares; 2024Q4: 1,940 shares; 2025Q1: 2,149 shares; 2025Q2: 3,526 shares; 2025Q3: 3,544 shares; 2025Q4: 3,498 shares; 2026Q1: 3,589 shares; 2026Q2: 3,551 shares 3,551 $908K 0.19% -38 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,935 shares; 2025Q3: 12,094 shares; 2025Q4: 11,959 shares; 2026Q1: 12,294 shares; 2026Q2: 12,153 shares 12,153 $903K 0.19% -141 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,014 shares; 2024Q4: 2,754 shares; 2025Q1: 5,981 shares; 2025Q2: 5,816 shares; 2025Q3: 5,807 shares; 2025Q4: 1,309 shares; 2026Q1: 5,811 shares; 2026Q2: 5,725 shares 5,725 $897K 0.19% -86 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,026 shares; 2025Q2: 4,896 shares; 2025Q3: 5,113 shares; 2025Q4: 5,039 shares; 2026Q1: 7,527 shares; 2026Q2: 7,592 shares 7,592 $887K 0.18% +65 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,772 shares; 2025Q1: 14,590 shares; 2025Q2: 24,753 shares; 2025Q3: 31,641 shares; 2025Q4: 33,434 shares; 2026Q1: 35,631 shares; 2026Q2: 39,171 shares 39,171 $865K 0.18% +3,540 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,874 shares; 2025Q2: 6,689 shares; 2025Q3: 6,692 shares; 2025Q4: 6,578 shares; 2026Q1: 6,784 shares; 2026Q2: 6,712 shares 6,712 $848K 0.18% -72 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,969 shares; 2025Q1: 13,542 shares; 2025Q2: 20,321 shares; 2025Q3: 27,292 shares; 2025Q4: 29,939 shares; 2026Q1: 34,659 shares; 2026Q2: 36,983 shares 36,983 $838K 0.17% +2,324 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,895 shares; 2024Q4: 3,880 shares; 2025Q1: 3,397 shares; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares; 2026Q1: 9,446 shares; 2026Q2: 8,704 shares 8,704 $833K 0.17% -742 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,989 shares; 2025Q2: 20,961 shares; 2025Q3: 25,510 shares; 2025Q4: 26,821 shares; 2026Q1: 30,711 shares; 2026Q2: 35,146 shares 35,146 $826K 0.17% +4,435 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,151 shares; 2026Q2: 2,724 shares 2,724 $811K 0.17% -427 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 2,535 shares; 2025Q1: 3,053 shares; 2025Q2: 2,949 shares; 2025Q3: 2,961 shares; 2025Q4: 2,905 shares; 2026Q1: 3,534 shares; 2026Q2: 3,492 shares 3,492 $802K 0.17% -42 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP 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: 2,503 shares; 2025Q4: not reported; 2026Q1: 2,545 shares; 2026Q2: 2,509 shares 2,509 $797K 0.16% -36 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,713 shares; 2025Q2: 2,656 shares; 2025Q3: 2,649 shares; 2025Q4: 2,611 shares; 2026Q1: 3,361 shares; 2026Q2: 3,333 shares 3,333 $793K 0.16% -28 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,162 shares; 2024Q4: 1,836 shares; 2025Q1: 2,068 shares; 2025Q2: 2,027 shares; 2025Q3: 2,015 shares; 2025Q4: 1,974 shares; 2026Q1: 2,016 shares; 2026Q2: 1,988 shares 1,988 $791K 0.16% -28 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527 shares; 2024Q4: 514 shares; 2025Q1: 585 shares; 2025Q2: 574 shares; 2025Q3: 567 shares; 2025Q4: 560 shares; 2026Q1: 578 shares; 2026Q2: 569 shares 569 $787K 0.16% -9 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: 22,785 shares; 2024Q4: 21,296 shares; 2025Q1: 25,070 shares; 2025Q2: 22,614 shares; 2025Q3: 25,632 shares; 2025Q4: 21,996 shares; 2026Q1: 38,014 shares; 2026Q2: 37,737 shares 37,737 $781K 0.16% -277 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,382 shares; 2026Q1: 17,667 shares; 2026Q2: 35,636 shares 35,636 $777K 0.16% +17,969 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,654 shares; 2026Q2: 3,171 shares 3,171 $769K 0.16% +1,517 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,421 shares; 2025Q2: 1,374 shares; 2025Q3: 1,373 shares; 2025Q4: 2,778 shares; 2026Q1: 2,902 shares; 2026Q2: 3,404 shares 3,404 $752K 0.16% +502 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890 shares; 2024Q4: 856 shares; 2025Q1: 1,010 shares; 2025Q2: 999 shares; 2025Q3: 983 shares; 2025Q4: 960 shares; 2026Q1: 994 shares; 2026Q2: 983 shares 983 $743K 0.15% -11 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: not reported; 2024Q4: not reported; 2025Q1: 8,814 shares; 2025Q2: 8,562 shares; 2025Q3: 8,559 shares; 2025Q4: 8,417 shares; 2026Q1: 8,694 shares; 2026Q2: 8,593 shares 8,593 $743K 0.15% -101 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: not reported; 2024Q4: not reported; 2025Q1: 4,697 shares; 2025Q2: 4,573 shares; 2025Q3: 4,592 shares; 2025Q4: 4,509 shares; 2026Q1: 4,637 shares; 2026Q2: 4,578 shares 4,578 $741K 0.15% -59 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,507 shares; 2024Q4: 4,365 shares; 2025Q1: 2,758 shares; 2025Q2: 2,665 shares; 2025Q3: 2,675 shares; 2025Q4: 2,621 shares; 2026Q1: 3,410 shares; 2026Q2: 3,372 shares 3,372 $737K 0.15% -38 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,981 shares; 2026Q2: 30,962 shares 30,962 $724K 0.15% +5,981 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,520 shares; 2026Q2: 7,485 shares 7,485 $723K 0.15% -35 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,915 shares; 2024Q4: not reported; 2025Q1: 3,480 shares; 2025Q2: 6,861 shares; 2025Q3: 6,887 shares; 2025Q4: not reported; 2026Q1: 6,996 shares; 2026Q2: 6,917 shares 6,917 $719K 0.15% -79 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,421 shares; 2024Q4: 8,098 shares; 2025Q1: 6,038 shares; 2025Q2: 5,957 shares; 2025Q3: 5,893 shares; 2025Q4: 7,514 shares; 2026Q1: 7,808 shares; 2026Q2: 7,723 shares 7,723 $713K 0.15% -85 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,322 shares; 2025Q4: 2,285 shares; 2026Q1: 7,702 shares; 2026Q2: 7,701 shares 7,701 $709K 0.15% -1 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,497 shares; 2025Q2: 5,177 shares; 2025Q3: 5,905 shares; 2025Q4: 6,028 shares; 2026Q1: 6,233 shares; 2026Q2: 6,187 shares 6,187 $699K 0.14% -46 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,744 shares 1,744 $672K 0.14% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,654 shares; 2025Q2: 1,598 shares; 2025Q3: 1,615 shares; 2025Q4: 1,582 shares; 2026Q1: 2,508 shares; 2026Q2: 2,471 shares 2,471 $664K 0.14% -37 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,719 shares; 2025Q2: 9,390 shares; 2025Q3: 9,441 shares; 2025Q4: 9,279 shares; 2026Q1: 9,582 shares; 2026Q2: 9,460 shares 9,460 $663K 0.14% -122 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,315 shares; 2025Q4: 8,180 shares; 2026Q1: 8,437 shares; 2026Q2: 8,343 shares 8,343 $643K 0.13% -94 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,392 shares; 2025Q4: 2,342 shares; 2026Q1: 3,950 shares; 2026Q2: 3,928 shares 3,928 $640K 0.13% -22 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,861 shares; 2025Q3: 2,821 shares; 2025Q4: 2,772 shares; 2026Q1: 2,854 shares; 2026Q2: 2,816 shares 2,816 $639K 0.13% -38 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,823 shares; 2025Q3: 2,825 shares; 2025Q4: 2,787 shares; 2026Q1: 4,479 shares; 2026Q2: 4,685 shares 4,685 $635K 0.13% +206 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,122 shares; 2024Q4: 2,057 shares; 2025Q1: 2,639 shares; 2025Q2: 2,599 shares; 2025Q3: 2,371 shares; 2025Q4: 2,322 shares; 2026Q1: 897 shares; 2026Q2: 889 shares 889 $634K 0.13% -8 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,239 shares; 2024Q4: 3,077 shares; 2025Q1: 2,070 shares; 2025Q2: 2,011 shares; 2025Q3: 2,015 shares; 2025Q4: 1,975 shares; 2026Q1: 3,209 shares; 2026Q2: 3,270 shares 3,270 $623K 0.13% +61 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279 shares; 2024Q4: 318 shares; 2025Q1: 350 shares; 2025Q2: 621 shares; 2025Q3: 617 shares; 2025Q4: 583 shares; 2026Q1: 606 shares; 2026Q2: 595 shares 595 $620K 0.13% -11 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,340 shares; 2025Q4: 6,024 shares; 2026Q1: 8,729 shares; 2026Q2: 6,356 shares 6,356 $612K 0.13% -2,373 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518 shares; 2026Q2: 4,867 shares 4,867 $604K 0.13% +4,349 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,392 shares; 2025Q3: 4,424 shares; 2025Q4: not reported; 2026Q1: 4,508 shares; 2026Q2: 4,446 shares 4,446 $577K 0.12% -62 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,706 shares; 2026Q1: 22,603 shares; 2026Q2: 29,280 shares 29,280 $572K 0.12% +6,677 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: 745 shares; 2025Q1: 375 shares; 2025Q2: 366 shares; 2025Q3: 364 shares; 2025Q4: 357 shares; 2026Q1: 373 shares; 2026Q2: 417 shares 417 $567K 0.12% +44 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,301 shares 1,301 $561K 0.12% new 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; 2024Q3: 396 shares; 2024Q4: 384 shares; 2025Q1: 481 shares; 2025Q2: 458 shares; 2025Q3: 464 shares; 2025Q4: 455 shares; 2026Q1: 468 shares; 2026Q2: 461 shares 461 $551K 0.11% -7 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,697 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,751 shares; 2025Q3: 1,889 shares; 2025Q4: 1,885 shares; 2026Q1: 3,905 shares; 2026Q2: 3,752 shares 3,752 $550K 0.11% -153 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,477 shares; 2025Q2: 28,964 shares; 2025Q3: 28,922 shares; 2025Q4: 28,450 shares; 2026Q1: 15,277 shares; 2026Q2: 15,078 shares 15,078 $548K 0.11% -199 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,207 shares; 2024Q4: 15,702 shares; 2025Q1: 6,884 shares; 2025Q2: 6,735 shares; 2025Q3: 6,453 shares; 2025Q4: 6,400 shares; 2026Q1: 6,522 shares; 2026Q2: 6,456 shares 6,456 $534K 0.11% -66 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,426 shares; 2025Q2: 6,230 shares; 2025Q3: 6,245 shares; 2025Q4: 6,153 shares; 2026Q1: 6,330 shares; 2026Q2: 6,256 shares 6,256 $529K 0.11% -74 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,068 shares; 2024Q4: not reported; 2025Q1: 22,711 shares; 2025Q2: 20,657 shares; 2025Q3: 21,669 shares; 2025Q4: not reported; 2026Q1: 21,946 shares; 2026Q2: 21,716 shares 21,716 $523K 0.11% -230 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,205 shares; 2025Q2: 4,127 shares; 2025Q3: 4,083 shares; 2025Q4: 1,200 shares; 2026Q1: 2,358 shares; 2026Q2: 2,327 shares 2,327 $522K 0.11% -31 Timeline LOW LOWES COS INC More: the full row for LOWES COS 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: 1,421 shares; 2026Q2: 2,342 shares 2,342 $516K 0.11% +921 Timeline USB US BANCORP More: the full row for US BANCORP 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: 8,824 shares; 2026Q2: 8,463 shares 8,463 $511K 0.11% -361 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,801 shares; 2025Q2: 1,748 shares; 2025Q3: 1,759 shares; 2025Q4: 257 shares; 2026Q1: 309 shares; 2026Q2: 503 shares 503 $509K 0.11% +194 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,305 shares; 2025Q2: 2,245 shares; 2025Q3: 2,244 shares; 2025Q4: not reported; 2026Q1: 2,284 shares; 2026Q2: 2,252 shares 2,252 $501K 0.1% -32 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,713 shares; 2024Q4: 3,634 shares; 2025Q1: 1,182 shares; 2025Q2: 1,157 shares; 2025Q3: 1,154 shares; 2025Q4: 1,120 shares; 2026Q1: 1,089 shares; 2026Q2: 2,006 shares 2,006 $498K 0.1% +917 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,711 shares; 2025Q3: 8,678 shares; 2025Q4: 8,551 shares; 2026Q1: 8,835 shares; 2026Q2: 8,725 shares 8,725 $484K 0.1% -110 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,801 shares; 2025Q3: 2,813 shares; 2025Q4: not reported; 2026Q1: 2,854 shares; 2026Q2: 2,952 shares 2,952 $483K 0.1% +98 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS 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: 2,347 shares; 2026Q2: 2,312 shares 2,312 $465K 0.1% -35 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,891 shares; 2024Q4: 8,103 shares; 2025Q1: 9,263 shares; 2025Q2: 8,447 shares; 2025Q3: 11,942 shares; 2025Q4: 10,770 shares; 2026Q1: 15,793 shares; 2026Q2: 10,951 shares 10,951 $464K 0.1% -4,842 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,655 shares; 2026Q2: 4,655 shares 4,655 $461K 0.1% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872 shares; 2024Q4: 849 shares; 2025Q1: 961 shares; 2025Q2: 954 shares; 2025Q3: 944 shares; 2025Q4: 4,603 shares; 2026Q1: 4,704 shares; 2026Q2: 4,607 shares 4,607 $457K 0.09% -97 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 1,048 shares; 2025Q1: 2,195 shares; 2025Q2: 2,143 shares; 2025Q3: 2,135 shares; 2025Q4: 2,091 shares; 2026Q1: 2,158 shares; 2026Q2: 2,127 shares 2,127 $453K 0.09% -31 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 1,161 shares; 2025Q4: 1,142 shares; 2026Q1: 1,174 shares; 2026Q2: 1,256 shares 1,256 $432K 0.09% +82 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,679 shares; 2025Q2: 5,544 shares; 2025Q3: 5,527 shares; 2025Q4: 3,610 shares; 2026Q1: 3,691 shares; 2026Q2: 3,641 shares 3,641 $428K 0.09% -50 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,964 shares; 2024Q4: 17,835 shares; 2025Q1: 17,835 shares; 2025Q2: 17,835 shares; 2025Q3: 19,209 shares; 2025Q4: 19,209 shares; 2026Q1: 19,209 shares; 2026Q2: 19,209 shares 19,209 $425K 0.09% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,794 shares; 2025Q2: 18,350 shares; 2025Q3: 19,589 shares; 2025Q4: 19,589 shares; 2026Q1: 19,589 shares; 2026Q2: 19,589 shares 19,589 $424K 0.09% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,249 shares; 2024Q4: 3,249 shares; 2025Q1: 3,249 shares; 2025Q2: 3,249 shares; 2025Q3: 3,249 shares; 2025Q4: 3,249 shares; 2026Q1: 3,249 shares; 2026Q2: 3,564 shares 3,564 $418K 0.09% +315 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,081 shares; 2025Q2: 5,919 shares; 2025Q3: 5,921 shares; 2025Q4: 5,814 shares; 2026Q1: 5,991 shares; 2026Q2: 5,771 shares 5,771 $416K 0.09% -220 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 562 shares; 2025Q1: 1,122 shares; 2025Q2: 1,092 shares; 2025Q3: 1,096 shares; 2025Q4: 1,069 shares; 2026Q1: 1,116 shares; 2026Q2: 1,101 shares 1,101 $413K 0.09% -15 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,574 shares; 2026Q2: 1,574 shares 1,574 $402K 0.08% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,247 shares; 2025Q3: 4,244 shares; 2025Q4: 4,204 shares; 2026Q1: 4,331 shares; 2026Q2: 4,267 shares 4,267 $399K 0.08% -64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,665 shares; 2026Q2: 4,665 shares 4,665 $391K 0.08% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,655 shares; 2024Q4: 7,383 shares; 2025Q1: 8,726 shares; 2025Q2: 8,447 shares; 2025Q3: 3,426 shares; 2025Q4: 3,350 shares; 2026Q1: 3,437 shares; 2026Q2: 3,702 shares 3,702 $378K 0.08% +265 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,786 shares; 2024Q4: 2,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 573 shares; 2026Q2: 521 shares 521 $375K 0.08% -52 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW 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: 23,811 shares; 2025Q4: not reported; 2026Q1: 15,531 shares; 2026Q2: 15,254 shares 15,254 $374K 0.08% -277 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,863 shares; 2024Q4: 4,988 shares; 2025Q1: 4,403 shares; 2025Q2: 4,403 shares; 2025Q3: 4,403 shares; 2025Q4: 4,595 shares; 2026Q1: 6,806 shares; 2026Q2: 6,481 shares 6,481 $374K 0.08% -325 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,247 shares; 2026Q2: 2,247 shares 2,247 $369K 0.08% 0 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,730 shares; 2025Q3: 11,698 shares; 2025Q4: not reported; 2026Q1: 11,902 shares; 2026Q2: 11,745 shares 11,745 $355K 0.07% -157 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares; 2026Q2: 470 shares 470 $352K 0.07% +20 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,964 shares; 2024Q4: 4,738 shares; 2025Q1: not reported; 2025Q2: 2,570 shares; 2025Q3: 2,571 shares; 2025Q4: 2,511 shares; 2026Q1: 2,597 shares; 2026Q2: 2,567 shares 2,567 $349K 0.07% -30 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,544 shares; 2025Q3: 1,537 shares; 2025Q4: 1,526 shares; 2026Q1: 1,566 shares; 2026Q2: 1,553 shares 1,553 $347K 0.07% -13 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,552 shares; 2024Q4: 7,801 shares; 2025Q1: 9,499 shares; 2025Q2: 9,323 shares; 2025Q3: 11,590 shares; 2025Q4: not reported; 2026Q1: 8,753 shares; 2026Q2: 5,999 shares 5,999 $347K 0.07% -2,754 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,633 shares; 2026Q2: 3,633 shares 3,633 $331K 0.07% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,583 shares; 2025Q2: 2,530 shares; 2025Q3: 2,523 shares; 2025Q4: 754 shares; 2026Q1: 688 shares; 2026Q2: 789 shares 789 $321K 0.07% +101 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; 2024Q3: 9,938 shares; 2024Q4: 8,884 shares; 2025Q1: 9,707 shares; 2025Q2: 9,474 shares; 2025Q3: 9,434 shares; 2025Q4: 9,276 shares; 2026Q1: 7,594 shares; 2026Q2: 7,505 shares 7,505 $320K 0.07% -89 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,533 shares; 2024Q4: not reported; 2025Q1: 3,031 shares; 2025Q2: 2,958 shares; 2025Q3: 2,955 shares; 2025Q4: not reported; 2026Q1: 2,994 shares; 2026Q2: 2,957 shares 2,957 $318K 0.07% -37 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,559 shares; 2025Q2: 4,396 shares; 2025Q3: 4,435 shares; 2025Q4: 4,371 shares; 2026Q1: 4,491 shares; 2026Q2: 4,432 shares 4,432 $313K 0.06% -59 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,076 shares; 2026Q1: 1,117 shares; 2026Q2: 1,103 shares 1,103 $307K 0.06% -14 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,010 shares; 2024Q4: 1,939 shares; 2025Q1: 2,333 shares; 2025Q2: 2,274 shares; 2025Q3: 1,811 shares; 2025Q4: 1,779 shares; 2026Q1: 1,841 shares; 2026Q2: 1,817 shares 1,817 $305K 0.06% -24 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,020 shares; 2026Q2: 1,018 shares 1,018 $300K 0.06% -2 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 1,408 shares; 2025Q1: 1,666 shares; 2025Q2: 931 shares; 2025Q3: 926 shares; 2025Q4: 905 shares; 2026Q1: 933 shares; 2026Q2: 922 shares 922 $293K 0.06% -11 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,627 shares; 2026Q2: 3,579 shares 3,579 $287K 0.06% -48 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,638 shares; 2024Q4: 1,670 shares; 2025Q1: 1,731 shares; 2025Q2: 1,707 shares; 2025Q3: 1,687 shares; 2025Q4: 1,648 shares; 2026Q1: 1,684 shares; 2026Q2: 1,661 shares 1,661 $283K 0.06% -23 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; 2024Q3: 10,733 shares; 2024Q4: 10,579 shares; 2025Q1: 12,257 shares; 2025Q2: 4,632 shares; 2025Q3: not reported; 2025Q4: 4,415 shares; 2026Q1: 4,560 shares; 2026Q2: 4,492 shares 4,492 $283K 0.06% -68 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,569 shares; 2024Q4: 8,671 shares; 2025Q1: 10,296 shares; 2025Q2: 10,060 shares; 2025Q3: 3,311 shares; 2025Q4: 3,034 shares; 2026Q1: 3,136 shares; 2026Q2: 2,934 shares 2,934 $282K 0.06% -202 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 2,546 shares; 2026Q2: 2,510 shares 2,510 $278K 0.06% -36 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,612 shares 4,612 $275K 0.06% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626 shares; 2024Q4: not reported; 2025Q1: 713 shares; 2025Q2: 694 shares; 2025Q3: 697 shares; 2025Q4: 687 shares; 2026Q1: 707 shares; 2026Q2: 700 shares 700 $273K 0.06% -7 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $268K 0.06% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,217 shares; 2026Q2: 1,197 shares 1,197 $268K 0.06% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 818 shares; 2026Q2: 3,244 shares 3,244 $261K 0.05% +2,426 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,575 shares; 2026Q2: 5,516 shares 5,516 $258K 0.05% -59 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,371 shares; 2025Q4: 1,275 shares; 2026Q1: 1,392 shares; 2026Q2: 1,374 shares 1,374 $254K 0.05% -18 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 787 shares; 2024Q4: 936 shares; 2025Q1: 897 shares; 2025Q2: 927 shares; 2025Q3: 859 shares; 2025Q4: not reported; 2026Q1: 2,248 shares; 2026Q2: 2,037 shares 2,037 $253K 0.05% -211 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN 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: 1,299 shares; 2026Q1: 1,344 shares; 2026Q2: 1,325 shares 1,325 $250K 0.05% -19 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 6,435 shares; 2025Q4: not reported; 2026Q1: 6,553 shares; 2026Q2: 6,491 shares 6,491 $247K 0.05% -62 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,473 shares; 2025Q3: 3,215 shares; 2025Q4: 3,183 shares; 2026Q1: 2,955 shares; 2026Q2: 2,915 shares 2,915 $247K 0.05% -40 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 745 shares; 2025Q1: 946 shares; 2025Q2: 925 shares; 2025Q3: 926 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 924 shares 924 $243K 0.05% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,869 shares; 2026Q2: 1,844 shares 1,844 $241K 0.05% -25 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 1,005 shares; 2026Q1: 1,022 shares; 2026Q2: 1,013 shares 1,013 $241K 0.05% -9 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,062 shares; 2025Q4: 3,094 shares; 2026Q1: 2,644 shares; 2026Q2: 2,614 shares 2,614 $240K 0.05% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 783 shares; 2026Q2: 775 shares 775 $235K 0.05% -8 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares; 2026Q2: 748 shares 748 $234K 0.05% -90 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,078 shares; 2026Q2: 1,075 shares 1,075 $233K 0.05% -3 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,877 shares; 2024Q4: not reported; 2025Q1: 2,138 shares; 2025Q2: 2,057 shares; 2025Q3: 1,377 shares; 2025Q4: 1,311 shares; 2026Q1: 1,339 shares; 2026Q2: 1,325 shares 1,325 $232K 0.05% -14 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 1,338 shares; 2026Q2: 1,371 shares 1,371 $232K 0.05% +33 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 11,224 shares; 2026Q1: 12,261 shares; 2026Q2: 12,093 shares 12,093 $231K 0.05% -168 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,269 shares; 2024Q4: not reported; 2025Q1: 7,480 shares; 2025Q2: 3,680 shares; 2025Q3: 3,632 shares; 2025Q4: 3,550 shares; 2026Q1: 3,675 shares; 2026Q2: 3,625 shares 3,625 $225K 0.05% -50 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,053 shares; 2026Q2: 3,053 shares 3,053 $220K 0.05% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,084 shares; 2026Q2: 1,060 shares 1,060 $217K 0.04% -24 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 219 shares 219 $211K 0.04% new Timeline VNQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,163 shares 2,163 $209K 0.04% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,667 shares; 2024Q4: not reported; 2025Q1: 774 shares; 2025Q2: 749 shares; 2025Q3: 747 shares; 2025Q4: not reported; 2026Q1: 760 shares; 2026Q2: 751 shares 751 $207K 0.04% -9 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,656 shares 2,656 $203K 0.04% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,641 shares 2,641 $202K 0.04% new Timeline