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: 102,414 shares; 2024Q4: 106,641 shares; 2025Q1: 104,405 shares; 2025Q2: 105,789 shares; 2025Q3: 108,685 shares; 2025Q4: 111,875 shares; 2026Q1: 112,660 shares; 2026Q2: 119,863 shares 119,863 $18.9M 7% +7,203 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; 2024Q3: 36,166 shares; 2024Q4: 37,596 shares; 2025Q1: 36,675 shares; 2025Q2: 36,702 shares; 2025Q3: 35,850 shares; 2025Q4: 35,930 shares; 2026Q1: 35,794 shares; 2026Q2: 214,780 shares 214,780 $18.5M 6.84% +178,986 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: 33,259 shares; 2024Q4: 35,501 shares; 2025Q1: 35,249 shares; 2025Q2: 34,935 shares; 2025Q3: 32,696 shares; 2025Q4: 32,341 shares; 2026Q1: 35,465 shares; 2026Q2: 36,980 shares 36,980 $10.7M 3.96% +1,515 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: 32,818 shares; 2024Q4: 33,556 shares; 2025Q1: 32,253 shares; 2025Q2: 32,288 shares; 2025Q3: 31,729 shares; 2025Q4: 31,862 shares; 2026Q1: 31,865 shares; 2026Q2: 32,826 shares 32,826 $9.95M 3.68% +961 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,014 shares; 2024Q4: 29,796 shares; 2025Q1: 28,929 shares; 2025Q2: 27,927 shares; 2025Q3: 28,063 shares; 2025Q4: 27,091 shares; 2026Q1: 26,607 shares; 2026Q2: 26,188 shares 26,188 $6.2M 2.29% -419 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,124 shares; 2024Q4: 248,059 shares; 2025Q1: 245,454 shares; 2025Q2: 246,496 shares; 2025Q3: 258,058 shares; 2025Q4: 280,717 shares; 2026Q1: 289,707 shares; 2026Q2: 304,444 shares 304,444 $5.94M 2.2% +14,737 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,104 shares; 2024Q4: 244,374 shares; 2025Q1: 243,774 shares; 2025Q2: 244,051 shares; 2025Q3: 252,871 shares; 2025Q4: 278,438 shares; 2026Q1: 288,096 shares; 2026Q2: 302,354 shares 302,354 $5.93M 2.19% +14,258 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,980 shares; 2024Q4: 231,170 shares; 2025Q1: 227,320 shares; 2025Q2: 228,313 shares; 2025Q3: 236,875 shares; 2025Q4: 260,467 shares; 2026Q1: 269,076 shares; 2026Q2: 283,380 shares 283,380 $5.77M 2.13% +14,304 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,128 shares; 2024Q4: 205,333 shares; 2025Q1: 202,158 shares; 2025Q2: 202,475 shares; 2025Q3: 212,827 shares; 2025Q4: 275,437 shares; 2026Q1: 283,986 shares; 2026Q2: 300,074 shares 300,074 $5.57M 2.06% +16,088 Timeline VT 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: 38,738 shares; 2024Q4: 37,960 shares; 2025Q1: 36,896 shares; 2025Q2: 36,461 shares; 2025Q3: 36,649 shares; 2025Q4: 35,781 shares; 2026Q1: 34,747 shares; 2026Q2: 34,061 shares 34,061 $5.35M 1.98% -686 Timeline FLDR 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: 19,677 shares; 2025Q3: 38,002 shares; 2025Q4: 50,663 shares; 2026Q1: 62,484 shares; 2026Q2: 102,249 shares 102,249 $5.12M 1.89% +39,765 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT 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: 17,445 shares; 2025Q3: 35,812 shares; 2025Q4: 47,612 shares; 2026Q1: 59,045 shares; 2026Q2: 100,177 shares 100,177 $5.06M 1.87% +41,132 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; 2024Q3: 6,643 shares; 2024Q4: 6,583 shares; 2025Q1: 6,565 shares; 2025Q2: 6,548 shares; 2025Q3: 6,549 shares; 2025Q4: 6,511 shares; 2026Q1: 6,646 shares; 2026Q2: 6,735 shares 6,735 $5.03M 1.86% +89 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: 5,362 shares; 2024Q4: 5,187 shares; 2025Q1: 4,992 shares; 2025Q2: 4,856 shares; 2025Q3: 4,881 shares; 2025Q4: 6,111 shares; 2026Q1: 6,813 shares; 2026Q2: 6,672 shares 6,672 $5M 1.85% -141 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,591 shares; 2024Q4: 7,485 shares; 2025Q1: 7,222 shares; 2025Q2: 7,258 shares; 2025Q3: 7,302 shares; 2025Q4: 7,315 shares; 2026Q1: 7,449 shares; 2026Q2: 7,229 shares 7,229 $4.97M 1.84% -220 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,730 shares; 2024Q4: 99,201 shares; 2025Q1: 99,259 shares; 2025Q2: 99,520 shares; 2025Q3: 124,928 shares; 2025Q4: 178,097 shares; 2026Q1: 191,104 shares; 2026Q2: 211,404 shares 211,404 $4.85M 1.79% +20,300 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: 29,531 shares; 2024Q4: 31,724 shares; 2025Q1: 29,321 shares; 2025Q2: 31,142 shares; 2025Q3: 38,251 shares; 2025Q4: 46,315 shares; 2026Q1: 50,913 shares; 2026Q2: 57,874 shares 57,874 $4.85M 1.79% +6,961 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,109 shares; 2024Q4: 98,636 shares; 2025Q1: 98,636 shares; 2025Q2: 99,459 shares; 2025Q3: 120,596 shares; 2025Q4: 173,063 shares; 2026Q1: 186,901 shares; 2026Q2: 209,291 shares 209,291 $4.68M 1.73% +22,390 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,034 shares; 2025Q1: 7,909 shares; 2025Q2: 8,034 shares; 2025Q3: 8,034 shares; 2025Q4: 8,044 shares; 2026Q1: 8,044 shares; 2026Q2: 8,025 shares 8,025 $4.66M 1.72% -19 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,933 shares; 2025Q4: 239,796 shares; 2026Q1: 254,823 shares; 2026Q2: 277,058 shares 277,058 $4.61M 1.71% +22,235 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,395 shares; 2024Q4: 98,353 shares; 2025Q1: 98,253 shares; 2025Q2: 97,735 shares; 2025Q3: 119,319 shares; 2025Q4: 171,482 shares; 2026Q1: 184,719 shares; 2026Q2: 208,429 shares 208,429 $4.53M 1.68% +23,710 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,396 shares; 2024Q4: 95,389 shares; 2025Q1: 95,154 shares; 2025Q2: 92,631 shares; 2025Q3: 116,474 shares; 2025Q4: 172,090 shares; 2026Q1: 185,057 shares; 2026Q2: 207,945 shares 207,945 $4.39M 1.62% +22,888 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,785 shares; 2025Q4: 132,990 shares; 2026Q1: 143,898 shares; 2026Q2: 160,988 shares 160,988 $4.16M 1.54% +17,090 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,755 shares; 2025Q2: 114,660 shares; 2025Q3: 98,141 shares; 2025Q4: 89,114 shares; 2026Q1: 88,858 shares; 2026Q2: 80,736 shares 80,736 $4.08M 1.51% -8,122 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,724 shares; 2024Q4: 34,244 shares; 2025Q1: 33,594 shares; 2025Q2: 33,545 shares; 2025Q3: 32,112 shares; 2025Q4: 31,199 shares; 2026Q1: 30,918 shares; 2026Q2: 29,406 shares 29,406 $4.04M 1.5% -1,512 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: 32,855 shares; 2024Q4: 33,045 shares; 2025Q1: 33,201 shares; 2025Q2: 32,810 shares; 2025Q3: 32,437 shares; 2025Q4: 32,263 shares; 2026Q1: 34,140 shares; 2026Q2: 34,210 shares 34,210 $3.99M 1.48% +70 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: 8,090 shares; 2024Q4: 8,046 shares; 2025Q1: 7,963 shares; 2025Q2: 7,906 shares; 2025Q3: 7,869 shares; 2025Q4: 7,684 shares; 2026Q1: 11,208 shares; 2026Q2: 10,834 shares 10,834 $3.87M 1.43% -374 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; 2024Q3: 15,354 shares; 2024Q4: 15,646 shares; 2025Q1: 15,621 shares; 2025Q2: 15,701 shares; 2025Q3: 14,833 shares; 2025Q4: 15,024 shares; 2026Q1: 15,021 shares; 2026Q2: 14,920 shares 14,920 $3.25M 1.2% -101 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,749 shares; 2024Q4: 28,750 shares; 2025Q1: 28,528 shares; 2025Q2: 28,634 shares; 2025Q3: 30,601 shares; 2025Q4: 31,624 shares; 2026Q1: 32,601 shares; 2026Q2: 34,587 shares 34,587 $2.96M 1.09% +1,986 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: 9,188 shares; 2024Q4: 9,142 shares; 2025Q1: 8,911 shares; 2025Q2: 8,795 shares; 2025Q3: 8,701 shares; 2025Q4: 8,436 shares; 2026Q1: 12,320 shares; 2026Q2: 12,279 shares 12,279 $2.93M 1.08% -41 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,459 shares; 2024Q4: 40,669 shares; 2025Q1: 41,165 shares; 2025Q2: 41,319 shares; 2025Q3: 41,901 shares; 2025Q4: 42,082 shares; 2026Q1: 43,369 shares; 2026Q2: 39,349 shares 39,349 $2.89M 1.07% -4,020 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: 7,101 shares; 2024Q4: 7,101 shares; 2025Q1: 6,821 shares; 2025Q2: 6,822 shares; 2025Q3: 6,811 shares; 2025Q4: 5,940 shares; 2026Q1: 7,916 shares; 2026Q2: 7,904 shares 7,904 $2.79M 1.03% -12 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,023 shares; 2024Q4: 54,343 shares; 2025Q1: 63,805 shares; 2025Q2: 75,555 shares; 2025Q3: 83,469 shares; 2025Q4: 97,341 shares; 2026Q1: 100,864 shares; 2026Q2: 104,932 shares 104,932 $2.69M 0.99% +4,068 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163 shares; 2024Q4: 2,016 shares; 2025Q1: 2,051 shares; 2025Q2: 2,038 shares; 2025Q3: 2,037 shares; 2025Q4: 2,040 shares; 2026Q1: 3,601 shares; 2026Q2: 3,574 shares 3,574 $2.63M 0.97% -27 Timeline VRP 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; 2024Q3: 47,665 shares; 2024Q4: 65,974 shares; 2025Q1: 73,085 shares; 2025Q2: 81,496 shares; 2025Q3: 89,024 shares; 2025Q4: 97,551 shares; 2026Q1: 99,417 shares; 2026Q2: 103,080 shares 103,080 $2.51M 0.93% +3,663 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,895 shares; 2024Q4: 8,132 shares; 2025Q1: 8,214 shares; 2025Q2: 8,332 shares; 2025Q3: 8,023 shares; 2025Q4: 7,728 shares; 2026Q1: 7,491 shares; 2026Q2: 7,234 shares 7,234 $2.49M 0.92% -257 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,525 shares; 2024Q4: 23,897 shares; 2025Q1: 23,660 shares; 2025Q2: 23,861 shares; 2025Q3: 24,014 shares; 2025Q4: 23,545 shares; 2026Q1: 23,223 shares; 2026Q2: 22,921 shares 22,921 $2.47M 0.91% -302 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: 7,912 shares; 2024Q4: 7,821 shares; 2025Q1: 7,446 shares; 2025Q2: 7,354 shares; 2025Q3: 7,279 shares; 2025Q4: 6,940 shares; 2026Q1: 6,760 shares; 2026Q2: 6,492 shares 6,492 $2.4M 0.89% -268 Timeline SPDW 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; 2024Q3: 27,088 shares; 2024Q4: 27,407 shares; 2025Q1: 26,659 shares; 2025Q2: 26,864 shares; 2025Q3: 34,405 shares; 2025Q4: 36,004 shares; 2026Q1: 36,043 shares; 2026Q2: 35,731 shares 35,731 $1.8M 0.67% -312 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,079 shares; 2024Q4: 12,992 shares; 2025Q1: 13,071 shares; 2025Q2: 12,786 shares; 2025Q3: 12,894 shares; 2025Q4: 12,550 shares; 2026Q1: 12,076 shares; 2026Q2: 11,967 shares 11,967 $1.63M 0.6% -109 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,349 shares; 2024Q4: 85,646 shares; 2025Q1: 94,006 shares; 2025Q2: 88,948 shares; 2025Q3: 91,413 shares; 2025Q4: 86,317 shares; 2026Q1: 88,386 shares; 2026Q2: 89,663 shares 89,663 $1.6M 0.59% +1,277 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,744 shares; 2024Q4: 5,755 shares; 2025Q1: 5,682 shares; 2025Q2: 5,634 shares; 2025Q3: 5,626 shares; 2025Q4: 5,525 shares; 2026Q1: 5,383 shares; 2026Q2: 5,297 shares 5,297 $1.58M 0.59% -86 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: 3,531 shares; 2024Q4: 3,563 shares; 2025Q1: 3,517 shares; 2025Q2: 3,470 shares; 2025Q3: 3,418 shares; 2025Q4: 3,355 shares; 2026Q1: 4,120 shares; 2026Q2: 4,207 shares 4,207 $1.57M 0.58% +87 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,310 shares; 2024Q4: 19,671 shares; 2025Q1: 19,672 shares; 2025Q2: 22,852 shares; 2025Q3: 25,987 shares; 2025Q4: 26,918 shares; 2026Q1: 26,377 shares; 2026Q2: 26,887 shares 26,887 $1.52M 0.56% +510 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,707 shares; 2024Q4: 6,869 shares; 2025Q1: 6,923 shares; 2025Q2: 6,802 shares; 2025Q3: 6,798 shares; 2025Q4: 6,594 shares; 2026Q1: 6,409 shares; 2026Q2: 6,234 shares 6,234 $1.51M 0.56% -175 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: 439 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 653 shares; 2026Q1: 1,538 shares; 2026Q2: 1,532 shares 1,532 $1.43M 0.53% -6 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: 6,295 shares; 2024Q4: 6,526 shares; 2025Q1: 6,578 shares; 2025Q2: 6,726 shares; 2025Q3: 3,808 shares; 2025Q4: 3,733 shares; 2026Q1: 6,992 shares; 2026Q2: 7,113 shares 7,113 $1.42M 0.53% +121 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: 3,853 shares; 2024Q4: 3,815 shares; 2025Q1: 3,763 shares; 2025Q2: 3,730 shares; 2025Q3: 3,669 shares; 2025Q4: 3,306 shares; 2026Q1: 4,214 shares; 2026Q2: 4,271 shares 4,271 $1.4M 0.52% +57 Timeline VXF 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: 7,829 shares; 2024Q4: 7,461 shares; 2025Q1: 6,841 shares; 2025Q2: 6,254 shares; 2025Q3: 6,186 shares; 2025Q4: 5,965 shares; 2026Q1: 5,856 shares; 2026Q2: 5,674 shares 5,674 $1.4M 0.52% -182 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: 14,621 shares; 2024Q4: 14,442 shares; 2025Q1: 14,202 shares; 2025Q2: 14,056 shares; 2025Q3: 14,196 shares; 2025Q4: 14,296 shares; 2026Q1: 14,119 shares; 2026Q2: 14,056 shares 14,056 $1.36M 0.5% -63 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,255 shares; 2024Q4: 19,255 shares; 2025Q1: 19,255 shares; 2025Q2: 19,255 shares; 2025Q3: 19,170 shares; 2025Q4: 19,170 shares; 2026Q1: 19,183 shares; 2026Q2: 19,178 shares 19,178 $1.3M 0.48% -5 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,503 shares; 2024Q4: 9,522 shares; 2025Q1: 9,308 shares; 2025Q2: 9,214 shares; 2025Q3: 9,181 shares; 2025Q4: 8,840 shares; 2026Q1: 8,563 shares; 2026Q2: 8,347 shares 8,347 $1.27M 0.47% -216 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,680 shares; 2024Q4: 40,685 shares; 2025Q1: 41,658 shares; 2025Q2: 44,983 shares; 2025Q3: 48,517 shares; 2025Q4: 46,034 shares; 2026Q1: 47,712 shares; 2026Q2: 50,064 shares 50,064 $1.25M 0.46% +2,352 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; 2024Q3: 37,079 shares; 2024Q4: 71,500 shares; 2025Q1: 78,898 shares; 2025Q2: 100,873 shares; 2025Q3: 114,383 shares; 2025Q4: 112,031 shares; 2026Q1: 114,849 shares; 2026Q2: 96,570 shares 96,570 $1.22M 0.45% -18,279 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: 3,344 shares; 2024Q4: 5,952 shares; 2025Q1: 6,012 shares; 2025Q2: 6,062 shares; 2025Q3: 6,031 shares; 2025Q4: 3,366 shares; 2026Q1: 3,357 shares; 2026Q2: 3,231 shares 3,231 $1.11M 0.41% -126 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,913 shares; 2024Q4: 22,733 shares; 2025Q1: 22,711 shares; 2025Q2: 22,311 shares; 2025Q3: 21,723 shares; 2025Q4: 21,356 shares; 2026Q1: 18,479 shares; 2026Q2: 18,044 shares 18,044 $1.1M 0.41% -435 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: 4,487 shares; 2024Q4: 4,490 shares; 2025Q1: 2,819 shares; 2025Q2: 2,819 shares; 2025Q3: 2,531 shares; 2025Q4: 2,531 shares; 2026Q1: 2,531 shares; 2026Q2: 2,531 shares 2,531 $1.06M 0.39% 0 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: 1,874 shares; 2024Q4: 1,887 shares; 2025Q1: 1,856 shares; 2025Q2: 1,842 shares; 2025Q3: 1,831 shares; 2025Q4: 1,828 shares; 2026Q1: 1,812 shares; 2026Q2: 1,778 shares 1,778 $1M 0.37% -34 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 1,063 shares; 2025Q1: 1,089 shares; 2025Q2: 1,080 shares; 2025Q3: 1,081 shares; 2025Q4: 1,049 shares; 2026Q1: 1,078 shares; 2026Q2: 8,292 shares 8,292 $991K 0.37% +7,214 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,485 shares; 2024Q4: 13,447 shares; 2025Q1: 13,447 shares; 2025Q2: 13,447 shares; 2025Q3: 13,247 shares; 2025Q4: 13,060 shares; 2026Q1: 12,872 shares; 2026Q2: 12,872 shares 12,872 $975K 0.36% 0 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: 1,976 shares; 2024Q4: 1,971 shares; 2025Q1: 1,971 shares; 2025Q2: 1,971 shares; 2025Q3: 1,943 shares; 2025Q4: 1,873 shares; 2026Q1: 1,873 shares; 2026Q2: 1,871 shares 1,871 $961K 0.36% -2 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,023 shares; 2024Q4: 7,152 shares; 2025Q1: 7,679 shares; 2025Q2: 8,460 shares; 2025Q3: 9,037 shares; 2025Q4: 9,393 shares; 2026Q1: 9,876 shares; 2026Q2: 10,216 shares 10,216 $955K 0.35% +340 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,230 shares; 2024Q4: 3,785 shares; 2025Q1: 3,572 shares; 2025Q2: 3,335 shares; 2025Q3: 3,329 shares; 2025Q4: 3,270 shares; 2026Q1: 3,153 shares; 2026Q2: 3,132 shares 3,132 $941K 0.35% -21 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: 3,563 shares; 2024Q4: 3,425 shares; 2025Q1: 3,426 shares; 2025Q2: 3,433 shares; 2025Q3: 3,439 shares; 2025Q4: 3,422 shares; 2026Q1: 3,426 shares; 2026Q2: 3,595 shares 3,595 $913K 0.34% +169 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,249 shares; 2024Q4: 79,917 shares; 2025Q1: 64,418 shares; 2025Q2: 61,128 shares; 2025Q3: 35,065 shares; 2025Q4: 32,294 shares; 2026Q1: 31,183 shares; 2026Q2: 29,780 shares 29,780 $908K 0.34% -1,403 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,831 shares; 2024Q4: 6,570 shares; 2025Q1: 6,730 shares; 2025Q2: 6,701 shares; 2025Q3: 6,747 shares; 2025Q4: 6,660 shares; 2026Q1: 6,707 shares; 2026Q2: 6,565 shares 6,565 $864K 0.32% -142 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,387 shares; 2024Q4: 10,372 shares; 2025Q1: 10,299 shares; 2025Q2: 10,281 shares; 2025Q3: 10,289 shares; 2025Q4: 10,621 shares; 2026Q1: 10,459 shares; 2026Q2: 10,376 shares 10,376 $800K 0.3% -83 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: 653 shares; 2024Q4: 658 shares; 2025Q1: 665 shares; 2025Q2: 656 shares; 2025Q3: 637 shares; 2025Q4: 632 shares; 2026Q1: 647 shares; 2026Q2: 641 shares 641 $769K 0.28% -6 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: 1,078 shares; 2024Q4: 1,100 shares; 2025Q1: 1,102 shares; 2025Q2: 1,076 shares; 2025Q3: 1,086 shares; 2025Q4: 1,082 shares; 2026Q1: 2,149 shares; 2026Q2: 2,084 shares 2,084 $735K 0.27% -65 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; 2024Q3: 1,800 shares; 2024Q4: 1,629 shares; 2025Q1: 1,605 shares; 2025Q2: 1,587 shares; 2025Q3: 1,581 shares; 2025Q4: 1,436 shares; 2026Q1: 1,378 shares; 2026Q2: 1,353 shares 1,353 $707K 0.26% -25 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 6,851 shares; 2026Q2: 6,851 shares 6,851 $707K 0.26% 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; 2024Q3: 21,929 shares; 2024Q4: 26,495 shares; 2025Q1: 29,868 shares; 2025Q2: 31,840 shares; 2025Q3: 34,262 shares; 2025Q4: 35,231 shares; 2026Q1: 36,306 shares; 2026Q2: 37,708 shares 37,708 $695K 0.26% +1,402 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,403 shares; 2024Q4: 6,436 shares; 2025Q1: 6,344 shares; 2025Q2: 6,357 shares; 2025Q3: 6,356 shares; 2025Q4: 6,370 shares; 2026Q1: 6,370 shares; 2026Q2: 6,382 shares 6,382 $663K 0.25% +12 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,337 shares; 2024Q4: 11,097 shares; 2025Q1: 14,369 shares; 2025Q2: 14,526 shares; 2025Q3: 15,642 shares; 2025Q4: 13,193 shares; 2026Q1: 12,534 shares; 2026Q2: 12,708 shares 12,708 $659K 0.24% +174 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,618 shares; 2024Q4: 7,309 shares; 2025Q1: 8,106 shares; 2025Q2: 8,218 shares; 2025Q3: 8,962 shares; 2025Q4: 10,405 shares; 2026Q1: 11,854 shares; 2026Q2: 12,518 shares 12,518 $658K 0.24% +664 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,068 shares; 2024Q4: 25,508 shares; 2025Q1: 25,488 shares; 2025Q2: 25,488 shares; 2025Q3: 19,363 shares; 2025Q4: 13,874 shares; 2026Q1: 13,874 shares; 2026Q2: 13,874 shares 13,874 $641K 0.24% 0 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: 1,888 shares; 2024Q4: 1,896 shares; 2025Q1: 1,879 shares; 2025Q2: 1,870 shares; 2025Q3: 1,321 shares; 2025Q4: 1,316 shares; 2026Q1: 1,307 shares; 2026Q2: 5,105 shares 5,105 $634K 0.23% +3,798 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,690 shares; 2026Q1: 30,785 shares; 2026Q2: 28,390 shares 28,390 $622K 0.23% -2,395 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,882 shares; 2024Q4: 11,663 shares; 2025Q1: 12,189 shares; 2025Q2: 13,257 shares; 2025Q3: 14,458 shares; 2025Q4: 14,421 shares; 2026Q1: 14,358 shares; 2026Q2: 15,008 shares 15,008 $612K 0.23% +650 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,670 shares; 2024Q4: 12,615 shares; 2025Q1: 12,615 shares; 2025Q2: 14,690 shares; 2025Q3: 15,440 shares; 2025Q4: 21,875 shares; 2026Q1: 24,880 shares; 2026Q2: 25,730 shares 25,730 $608K 0.22% +850 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,745 shares; 2024Q4: 12,710 shares; 2025Q1: 12,710 shares; 2025Q2: 14,786 shares; 2025Q3: 15,541 shares; 2025Q4: 22,030 shares; 2026Q1: 25,050 shares; 2026Q2: 25,905 shares 25,905 $607K 0.22% +855 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,665 shares; 2024Q4: 12,610 shares; 2025Q1: 12,610 shares; 2025Q2: 14,685 shares; 2025Q3: 15,435 shares; 2025Q4: 21,870 shares; 2026Q1: 24,880 shares; 2026Q2: 25,735 shares 25,735 $606K 0.22% +855 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,520 shares; 2024Q4: 12,510 shares; 2025Q1: 10,565 shares; 2025Q2: 10,642 shares; 2025Q3: 14,157 shares; 2025Q4: 22,372 shares; 2026Q1: 25,392 shares; 2026Q2: 26,262 shares 26,262 $605K 0.22% +870 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,200 shares; 2024Q4: 4,353 shares; 2025Q1: 4,662 shares; 2025Q2: 4,697 shares; 2025Q3: 4,697 shares; 2025Q4: 4,442 shares; 2026Q1: 4,220 shares; 2026Q2: 4,353 shares 4,353 $595K 0.22% +133 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: not reported; 2026Q2: 4,236 shares 4,236 $591K 0.22% new 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: 1,775 shares; 2024Q4: 1,969 shares; 2025Q1: 1,946 shares; 2025Q2: 1,905 shares; 2025Q3: 1,897 shares; 2025Q4: 1,871 shares; 2026Q1: 1,859 shares; 2026Q2: 7,317 shares 7,317 $590K 0.22% +5,458 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: 769 shares; 2024Q4: 777 shares; 2025Q1: 777 shares; 2025Q2: 779 shares; 2025Q3: 782 shares; 2025Q4: 7,809 shares; 2026Q1: 8,349 shares; 2026Q2: 8,206 shares 8,206 $586K 0.22% -143 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,545 shares; 2024Q4: 3,545 shares; 2025Q1: 3,479 shares; 2025Q2: 3,481 shares; 2025Q3: 3,476 shares; 2025Q4: 3,718 shares; 2026Q1: 3,714 shares; 2026Q2: 3,632 shares 3,632 $539K 0.2% -82 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: 4,409 shares; 2024Q4: 4,416 shares; 2025Q1: 4,418 shares; 2025Q2: 4,228 shares; 2025Q3: 4,217 shares; 2025Q4: 3,903 shares; 2026Q1: 3,843 shares; 2026Q2: 4,092 shares 4,092 $526K 0.19% +249 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,012 shares; 2026Q2: 3,000 shares 3,000 $510K 0.19% -12 Timeline SHYG 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: 5,470 shares; 2025Q2: 7,050 shares; 2025Q3: 8,388 shares; 2025Q4: 10,167 shares; 2026Q1: 11,502 shares; 2026Q2: 11,860 shares 11,860 $503K 0.19% +358 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,274 shares; 2024Q4: 6,274 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 6,274 shares; 2026Q1: 6,274 shares; 2026Q2: 6,174 shares 6,174 $501K 0.19% -100 Timeline VCIT 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: 3,223 shares; 2025Q1: 3,140 shares; 2025Q2: 2,948 shares; 2025Q3: 3,862 shares; 2025Q4: 4,659 shares; 2026Q1: 5,572 shares; 2026Q2: 6,000 shares 6,000 $496K 0.18% +428 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,776 shares; 2025Q3: 12,605 shares; 2025Q4: 14,579 shares; 2026Q1: 17,546 shares; 2026Q2: 19,269 shares 19,269 $483K 0.18% +1,723 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,704 shares; 2024Q4: 6,700 shares; 2025Q1: 5,669 shares; 2025Q2: 5,670 shares; 2025Q3: 5,490 shares; 2025Q4: 5,306 shares; 2026Q1: 5,321 shares; 2026Q2: 4,974 shares 4,974 $452K 0.17% -347 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,473 shares; 2025Q4: 6,497 shares; 2026Q1: 8,396 shares; 2026Q2: 9,040 shares 9,040 $450K 0.17% +644 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD 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: 1,180 shares; 2026Q2: 1,180 shares 1,180 $435K 0.16% 0 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,615 shares; 2024Q4: 5,615 shares; 2025Q1: 5,615 shares; 2025Q2: 5,615 shares; 2025Q3: 5,615 shares; 2025Q4: 5,615 shares; 2026Q1: 5,615 shares; 2026Q2: 5,615 shares 5,615 $411K 0.15% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 974 shares; 2024Q4: 977 shares; 2025Q1: 978 shares; 2025Q2: 977 shares; 2025Q3: 978 shares; 2025Q4: 969 shares; 2026Q1: 961 shares; 2026Q2: 963 shares 963 $394K 0.15% +2 Timeline ATI ATI INC More: the full row for ATI 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: 2,081 shares; 2026Q1: 2,081 shares; 2026Q2: 1,981 shares 1,981 $390K 0.14% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,695 shares; 2025Q3: 2,695 shares; 2025Q4: 2,695 shares; 2026Q1: 2,495 shares; 2026Q2: 2,200 shares 2,200 $388K 0.14% -295 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,510 shares; 2026Q1: 20,510 shares; 2026Q2: 20,510 shares 20,510 $336K 0.12% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,897 shares; 2026Q2: 7,286 shares 7,286 $336K 0.12% +1,389 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: 882 shares; 2024Q4: 827 shares; 2025Q1: 802 shares; 2025Q2: 778 shares; 2025Q3: 770 shares; 2025Q4: not reported; 2026Q1: 675 shares; 2026Q2: 666 shares 666 $333K 0.12% -9 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,455 shares; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 4,455 shares; 2025Q3: 4,455 shares; 2025Q4: 4,455 shares; 2026Q1: 4,455 shares; 2026Q2: 4,317 shares 4,317 $327K 0.12% -138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309 shares; 2026Q2: 304 shares 304 $324K 0.12% -5 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,389 shares; 2024Q4: 2,393 shares; 2025Q1: 2,400 shares; 2025Q2: 2,409 shares; 2025Q3: 2,417 shares; 2025Q4: 2,427 shares; 2026Q1: 2,435 shares; 2026Q2: 2,536 shares 2,536 $321K 0.12% +101 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF 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: 8,272 shares; 2025Q4: 9,952 shares; 2026Q1: 11,983 shares; 2026Q2: 12,672 shares 12,672 $319K 0.12% +689 Timeline ICSH 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: 4,190 shares; 2025Q4: 5,481 shares; 2026Q1: 5,894 shares; 2026Q2: 6,231 shares 6,231 $315K 0.12% +337 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,078 shares; 2024Q4: 3,144 shares; 2025Q1: 3,025 shares; 2025Q2: 3,030 shares; 2025Q3: 3,042 shares; 2025Q4: 2,996 shares; 2026Q1: 3,001 shares; 2026Q2: 2,994 shares 2,994 $313K 0.12% -7 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,251 shares; 2026Q1: 5,626 shares; 2026Q2: 5,981 shares 5,981 $303K 0.11% +355 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: 1,205 shares; 2024Q4: 1,209 shares; 2025Q1: 1,210 shares; 2025Q2: 1,194 shares; 2025Q3: 1,126 shares; 2025Q4: 1,117 shares; 2026Q1: 1,119 shares; 2026Q2: 1,120 shares 1,120 $303K 0.11% +1 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,082 shares; 2025Q3: 10,630 shares; 2025Q4: 12,829 shares; 2026Q1: 12,206 shares; 2026Q2: 12,910 shares 12,910 $303K 0.11% +704 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,338 shares; 2026Q2: 1,338 shares 1,338 $300K 0.11% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,018 shares; 2025Q3: 2,237 shares; 2025Q4: 2,684 shares; 2026Q1: 2,877 shares; 2026Q2: 2,918 shares 2,918 $294K 0.11% +41 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 4,385 shares; 2025Q4: 5,113 shares; 2026Q1: 5,641 shares; 2026Q2: 5,858 shares 5,858 $294K 0.11% +217 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF 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: 4,668 shares; 2025Q4: 5,890 shares; 2026Q1: 5,479 shares; 2026Q2: 5,793 shares 5,793 $287K 0.11% +314 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,645 shares; 2024Q4: 4,603 shares; 2025Q1: 4,284 shares; 2025Q2: 4,255 shares; 2025Q3: 4,303 shares; 2025Q4: 4,234 shares; 2026Q1: 4,280 shares; 2026Q2: 4,129 shares 4,129 $287K 0.11% -151 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: not reported; 2024Q4: not reported; 2025Q1: 810 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 812 shares; 2026Q1: not reported; 2026Q2: 1,014 shares 1,014 $285K 0.11% new Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,016 shares; 2026Q1: 5,329 shares; 2026Q2: 5,638 shares 5,638 $284K 0.1% +309 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: 607 shares; 2024Q4: 614 shares; 2025Q1: 608 shares; 2025Q2: 578 shares; 2025Q3: 585 shares; 2025Q4: 576 shares; 2026Q1: 565 shares; 2026Q2: 550 shares 550 $280K 0.1% -15 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $280K 0.1% 0 Timeline FPFD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,327 shares; 2026Q1: 12,395 shares; 2026Q2: 12,986 shares 12,986 $278K 0.1% +591 Timeline VGIT 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: 3,840 shares; 2025Q1: 3,851 shares; 2025Q2: 3,902 shares; 2025Q3: 4,074 shares; 2025Q4: 4,385 shares; 2026Q1: 4,592 shares; 2026Q2: 4,672 shares 4,672 $276K 0.1% +80 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,333 shares; 2024Q4: 2,136 shares; 2025Q1: 1,892 shares; 2025Q2: 1,798 shares; 2025Q3: 1,787 shares; 2025Q4: 1,801 shares; 2026Q1: 1,821 shares; 2026Q2: 1,826 shares 1,826 $274K 0.1% +5 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF 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: 4,164 shares; 2025Q4: 5,132 shares; 2026Q1: 5,479 shares; 2026Q2: 5,373 shares 5,373 $272K 0.1% -106 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $268K 0.1% 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; 2024Q3: 1,870 shares; 2024Q4: 1,799 shares; 2025Q1: 1,793 shares; 2025Q2: 1,774 shares; 2025Q3: 1,776 shares; 2025Q4: 1,730 shares; 2026Q1: 1,686 shares; 2026Q2: 1,064 shares 1,064 $268K 0.1% -622 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: not reported; 2024Q4: 2,374 shares; 2025Q1: 2,374 shares; 2025Q2: 2,374 shares; 2025Q3: 2,374 shares; 2025Q4: 2,374 shares; 2026Q1: 2,374 shares; 2026Q2: 2,359 shares 2,359 $267K 0.1% -15 Timeline FDN 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: 1,000 shares; 2026Q2: 1,000 shares 1,000 $265K 0.1% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 1,920 shares; 2025Q1: 1,909 shares; 2025Q2: 1,929 shares; 2025Q3: 1,934 shares; 2025Q4: 1,756 shares; 2026Q1: 1,762 shares; 2026Q2: 1,756 shares 1,756 $258K 0.1% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $257K 0.09% 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: not reported; 2025Q2: not reported; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: not reported; 2026Q2: 684 shares 684 $256K 0.09% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: 1,067 shares; 2025Q1: not reported; 2025Q2: 1,067 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 845 shares 845 $252K 0.09% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,395 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 4,395 shares; 2026Q1: 4,395 shares; 2026Q2: 4,395 shares 4,395 $251K 0.09% 0 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: 108 shares 108 $246K 0.09% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,503 shares; 2025Q4: 3,676 shares; 2026Q1: 3,776 shares; 2026Q2: 3,958 shares 3,958 $243K 0.09% +182 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $242K 0.09% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,812 shares; 2025Q4: 2,872 shares; 2026Q1: 3,203 shares; 2026Q2: 3,168 shares 3,168 $239K 0.09% -35 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: 1,262 shares; 2024Q4: 1,283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $233K 0.09% 0 Timeline HYG 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: 2,718 shares; 2025Q3: 3,013 shares; 2025Q4: 3,131 shares; 2026Q1: 2,744 shares; 2026Q2: 2,886 shares 2,886 $231K 0.09% +142 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: not reported; 2026Q2: 2,973 shares 2,973 $225K 0.08% new Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 534 shares 534 $222K 0.08% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,602 shares; 2024Q4: 1,604 shares; 2025Q1: 1,605 shares; 2025Q2: 1,608 shares; 2025Q3: 1,574 shares; 2025Q4: 1,576 shares; 2026Q1: 1,513 shares; 2026Q2: 1,420 shares 1,420 $222K 0.08% -93 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $218K 0.08% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,297 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,232 shares; 2026Q2: 1,303 shares 1,303 $216K 0.08% +71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares; 2026Q2: 1,419 shares 1,419 $215K 0.08% +83 Timeline BKLN 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; 2024Q3: 44,399 shares; 2024Q4: 23,062 shares; 2025Q1: 12,271 shares; 2025Q2: 12,929 shares; 2025Q3: 14,329 shares; 2025Q4: 11,872 shares; 2026Q1: 10,704 shares; 2026Q2: 10,529 shares 10,529 $214K 0.08% -175 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,050 shares; 2026Q1: 8,065 shares; 2026Q2: 8,065 shares 8,065 $212K 0.08% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,318 shares 1,318 $209K 0.08% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 326 shares 326 $208K 0.08% new Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,006 shares 1,006 $204K 0.08% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF 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: 2,208 shares 2,208 $204K 0.08% new Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,003 shares 4,003 $203K 0.07% new 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; 2024Q3: not reported; 2024Q4: 4,187 shares; 2025Q1: 4,078 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,007 shares 4,007 $203K 0.07% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,826 shares 2,826 $201K 0.07% new Timeline