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: 139,903 shares; 2024Q4: 138,933 shares; 2025Q1: 143,407 shares; 2025Q2: 149,114 shares; 2025Q3: 172,787 shares; 2025Q4: 179,130 shares; 2026Q1: 189,574 shares; 2026Q2: 194,273 shares 194,273 $66.8M 13.9% +4,699 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469,049 shares; 2024Q4: 479,713 shares; 2025Q1: 476,715 shares; 2025Q2: 508,591 shares; 2025Q3: 589,748 shares; 2025Q4: 619,659 shares; 2026Q1: 658,393 shares; 2026Q2: 697,119 shares 697,119 $57.1M 11.88% +38,726 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,688 shares; 2024Q4: 286,685 shares; 2025Q1: 304,296 shares; 2025Q2: 335,322 shares; 2025Q3: 402,356 shares; 2025Q4: 448,766 shares; 2026Q1: 480,193 shares; 2026Q2: 504,189 shares 504,189 $41.5M 8.64% +23,996 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,581 shares; 2024Q4: 279,261 shares; 2025Q1: 307,662 shares; 2025Q2: 359,284 shares; 2025Q3: 601,477 shares; 2025Q4: 710,093 shares; 2026Q1: 776,503 shares; 2026Q2: 853,239 shares 853,239 $31.8M 6.61% +76,736 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: 399,804 shares; 2024Q4: 428,946 shares; 2025Q1: 431,077 shares; 2025Q2: 428,980 shares; 2025Q3: 445,040 shares; 2025Q4: 446,032 shares; 2026Q1: 436,987 shares; 2026Q2: 436,379 shares 436,379 $31.1M 6.47% -608 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: 81,293 shares; 2024Q4: 80,772 shares; 2025Q1: 83,340 shares; 2025Q2: 83,713 shares; 2025Q3: 86,541 shares; 2025Q4: 87,449 shares; 2026Q1: 87,526 shares; 2026Q2: 86,672 shares 86,672 $26.3M 5.47% -854 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,398 shares; 2024Q4: 69,139 shares; 2025Q1: 80,372 shares; 2025Q2: 148,270 shares; 2025Q3: 247,861 shares; 2025Q4: 293,189 shares; 2026Q1: 324,748 shares; 2026Q2: 359,677 shares 359,677 $14.6M 3.04% +34,929 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: 34,261 shares; 2024Q4: 32,975 shares; 2025Q1: 32,857 shares; 2025Q2: 30,200 shares; 2025Q3: 27,130 shares; 2025Q4: 25,676 shares; 2026Q1: 24,950 shares; 2026Q2: 149,351 shares 149,351 $12.9M 2.68% +124,401 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: 148,726 shares; 2024Q4: 152,367 shares; 2025Q1: 159,703 shares; 2025Q2: 134,073 shares; 2025Q3: 138,480 shares; 2025Q4: 133,952 shares; 2026Q1: 132,612 shares; 2026Q2: 130,770 shares 130,770 $12.6M 2.62% -1,842 Timeline VWOB 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: 126,607 shares; 2024Q4: 129,283 shares; 2025Q1: 133,308 shares; 2025Q2: 144,191 shares; 2025Q3: 155,983 shares; 2025Q4: 167,881 shares; 2026Q1: 182,154 shares; 2026Q2: 187,058 shares 187,058 $12.6M 2.62% +4,904 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: 202,604 shares; 2024Q4: 204,170 shares; 2025Q1: 203,906 shares; 2025Q2: 210,864 shares; 2025Q3: 219,857 shares; 2025Q4: 215,362 shares; 2026Q1: 214,001 shares; 2026Q2: 208,177 shares 208,177 $12.4M 2.59% -5,824 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,971 shares; 2024Q4: 302,224 shares; 2025Q1: 310,697 shares; 2025Q2: 309,426 shares; 2025Q3: 294,398 shares; 2025Q4: 298,965 shares; 2026Q1: 303,923 shares; 2026Q2: 302,935 shares 302,935 $11.2M 2.32% -988 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: 109,578 shares; 2024Q4: 116,031 shares; 2025Q1: 118,267 shares; 2025Q2: 119,965 shares; 2025Q3: 116,680 shares; 2025Q4: 123,288 shares; 2026Q1: 126,404 shares; 2026Q2: 130,290 shares 130,290 $10.8M 2.24% +3,886 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,772 shares; 2024Q4: 57,042 shares; 2025Q1: 61,310 shares; 2025Q2: 75,767 shares; 2025Q3: 93,124 shares; 2025Q4: 111,834 shares; 2026Q1: 129,737 shares; 2026Q2: 137,452 shares 137,452 $10.5M 2.19% +7,715 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,991 shares; 2024Q4: 88,911 shares; 2025Q1: 93,518 shares; 2025Q2: 97,711 shares; 2025Q3: 111,348 shares; 2025Q4: 119,697 shares; 2026Q1: 125,984 shares; 2026Q2: 131,739 shares 131,739 $10.4M 2.17% +5,755 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: 134,564 shares; 2024Q4: 141,605 shares; 2025Q1: 135,383 shares; 2025Q2: 147,712 shares; 2025Q3: 151,405 shares; 2025Q4: 146,019 shares; 2026Q1: 153,633 shares; 2026Q2: 154,381 shares 154,381 $7.81M 1.62% +748 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,915 shares; 2024Q4: 230,109 shares; 2025Q1: 225,748 shares; 2025Q2: 221,749 shares; 2025Q3: 197,005 shares; 2025Q4: 175,291 shares; 2026Q1: 180,573 shares; 2026Q2: 176,854 shares 176,854 $7.3M 1.52% -3,719 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: 20,327 shares; 2024Q4: 19,397 shares; 2025Q1: 19,397 shares; 2025Q2: 18,854 shares; 2025Q3: 18,955 shares; 2025Q4: 17,682 shares; 2026Q1: 17,697 shares; 2026Q2: 17,672 shares 17,672 $6.54M 1.36% -25 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: 35,609 shares; 2024Q4: 34,370 shares; 2025Q1: 32,334 shares; 2025Q2: 30,987 shares; 2025Q3: 27,878 shares; 2025Q4: 26,691 shares; 2026Q1: 25,478 shares; 2026Q2: 26,938 shares 26,938 $6.37M 1.33% +1,460 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: 145,547 shares; 2024Q4: 152,371 shares; 2025Q1: 162,919 shares; 2025Q2: 177,163 shares; 2025Q3: 187,433 shares; 2025Q4: 214,695 shares; 2026Q1: 229,922 shares; 2026Q2: 250,032 shares 250,032 $5.86M 1.22% +20,110 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 20,479 shares; 2025Q3: 77,905 shares; 2025Q4: 128,312 shares; 2026Q1: 163,937 shares; 2026Q2: 197,803 shares 197,803 $5.17M 1.08% +33,866 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: 19,383 shares; 2024Q4: 19,253 shares; 2025Q1: 19,118 shares; 2025Q2: 19,096 shares; 2025Q3: 19,106 shares; 2025Q4: 17,075 shares; 2026Q1: 16,955 shares; 2026Q2: 16,763 shares 16,763 $4.85M 1.01% -192 Timeline VTIP 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: 65,460 shares; 2024Q4: 71,507 shares; 2025Q1: 72,729 shares; 2025Q2: 75,889 shares; 2025Q3: 72,968 shares; 2025Q4: 83,092 shares; 2026Q1: 89,965 shares; 2026Q2: 93,496 shares 93,496 $4.7M 0.98% +3,531 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: 6,242 shares; 2024Q4: 6,098 shares; 2025Q1: 6,138 shares; 2025Q2: 5,639 shares; 2025Q3: 3,354 shares; 2025Q4: 3,346 shares; 2026Q1: 3,352 shares; 2026Q2: 3,375 shares 3,375 $4.05M 0.84% +23 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,790 shares; 2024Q4: 78,409 shares; 2025Q1: 99,456 shares; 2025Q2: 134,651 shares; 2025Q3: 134,107 shares; 2025Q4: 133,392 shares; 2026Q1: 132,717 shares; 2026Q2: 131,269 shares 131,269 $3.86M 0.8% -1,448 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: 17,236 shares; 2024Q4: 16,400 shares; 2025Q1: 15,558 shares; 2025Q2: 14,888 shares; 2025Q3: 13,710 shares; 2025Q4: 13,352 shares; 2026Q1: 14,622 shares; 2026Q2: 14,604 shares 14,604 $3.18M 0.66% -18 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: 7,719 shares; 2024Q4: 7,707 shares; 2025Q1: 7,607 shares; 2025Q2: 7,607 shares; 2025Q3: 7,335 shares; 2025Q4: 7,327 shares; 2026Q1: 7,298 shares; 2026Q2: 4,984 shares 4,984 $2.49M 0.52% -2,314 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: 10,514 shares; 2024Q4: 9,866 shares; 2025Q1: 9,875 shares; 2025Q2: 9,876 shares; 2025Q3: 7,866 shares; 2025Q4: 7,573 shares; 2026Q1: 7,583 shares; 2026Q2: 7,600 shares 7,600 $1.93M 0.4% +17 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,361 shares; 2024Q4: 10,419 shares; 2025Q1: 10,474 shares; 2025Q2: 10,284 shares; 2025Q3: 9,956 shares; 2025Q4: 9,962 shares; 2026Q1: 9,969 shares; 2026Q2: 9,975 shares 9,975 $1.85M 0.38% +6 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: 20,695 shares; 2024Q4: 20,640 shares; 2025Q1: 22,311 shares; 2025Q2: 22,311 shares; 2025Q3: 16,371 shares; 2025Q4: 15,666 shares; 2026Q1: 15,683 shares; 2026Q2: 15,756 shares 15,756 $1.78M 0.37% +73 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: 5,498 shares; 2024Q4: 5,538 shares; 2025Q1: 6,097 shares; 2025Q2: 5,824 shares; 2025Q3: 5,190 shares; 2025Q4: 5,190 shares; 2026Q1: 5,191 shares; 2026Q2: 5,223 shares 5,223 $1.71M 0.36% +32 Timeline BRK-A 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 shares; 2024Q4: 3 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.31% 0 Timeline SHM 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: 31,942 shares; 2024Q4: 35,608 shares; 2025Q1: 33,410 shares; 2025Q2: 33,168 shares; 2025Q3: 33,552 shares; 2025Q4: 30,820 shares; 2026Q1: 31,119 shares; 2026Q2: 31,219 shares 31,219 $1.5M 0.31% +100 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: 26,503 shares; 2024Q4: 24,007 shares; 2025Q1: 23,987 shares; 2025Q2: 23,863 shares; 2025Q3: 4,010 shares; 2025Q4: 3,837 shares; 2026Q1: 3,830 shares; 2026Q2: 3,963 shares 3,963 $1.48M 0.31% +133 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: 6,698 shares; 2024Q4: 6,721 shares; 2025Q1: 6,197 shares; 2025Q2: 6,140 shares; 2025Q3: 6,203 shares; 2025Q4: 4,311 shares; 2026Q1: 4,311 shares; 2026Q2: 17,244 shares 17,244 $1.39M 0.29% +12,933 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,320 shares; 2024Q4: 12,075 shares; 2025Q1: 11,788 shares; 2025Q2: 11,788 shares; 2025Q3: 11,788 shares; 2025Q4: 11,778 shares; 2026Q1: 11,778 shares; 2026Q2: 11,778 shares 11,778 $1.27M 0.26% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,403 shares; 2024Q4: 61,953 shares; 2025Q1: 69,198 shares; 2025Q2: 39,442 shares; 2025Q3: 35,388 shares; 2025Q4: 35,243 shares; 2026Q1: 34,948 shares; 2026Q2: 34,524 shares 34,524 $1.25M 0.26% -424 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: 8,117 shares; 2024Q4: 8,120 shares; 2025Q1: 8,120 shares; 2025Q2: 8,122 shares; 2025Q3: 8,122 shares; 2025Q4: 8,122 shares; 2026Q1: 8,126 shares; 2026Q2: 8,169 shares 8,169 $1.19M 0.25% +43 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: 3,802 shares; 2024Q4: 3,634 shares; 2025Q1: 3,334 shares; 2025Q2: 4,576 shares; 2025Q3: 4,576 shares; 2025Q4: 4,580 shares; 2026Q1: 4,626 shares; 2026Q2: 4,827 shares 4,827 $1.15M 0.24% +201 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: 1,189 shares; 2024Q4: 1,187 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,534 shares; 2026Q2: 1,531 shares 1,531 $1.14M 0.24% -3 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: 5,483 shares; 2024Q4: 5,531 shares; 2025Q1: 5,531 shares; 2025Q2: 5,531 shares; 2025Q3: 4,151 shares; 2025Q4: 4,021 shares; 2026Q1: 4,024 shares; 2026Q2: 4,076 shares 4,076 $1.03M 0.21% +52 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: 2,848 shares; 2024Q4: 2,842 shares; 2025Q1: 2,883 shares; 2025Q2: 4,269 shares; 2025Q3: 3,807 shares; 2025Q4: 3,906 shares; 2026Q1: 4,009 shares; 2026Q2: 4,581 shares 4,581 $917K 0.19% +572 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: 2,584 shares; 2024Q4: 2,561 shares; 2025Q1: 2,561 shares; 2025Q2: 2,550 shares; 2025Q3: 2,486 shares; 2025Q4: 2,219 shares; 2026Q1: 2,219 shares; 2026Q2: 2,242 shares 2,242 $890K 0.19% +23 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: 3,725 shares; 2024Q4: 3,677 shares; 2025Q1: 3,677 shares; 2025Q2: 3,677 shares; 2025Q3: 3,677 shares; 2025Q4: 3,677 shares; 2026Q1: 3,677 shares; 2026Q2: 5,307 shares 5,307 $839K 0.17% +1,630 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: 2,091 shares; 2024Q4: 2,091 shares; 2025Q1: 2,207 shares; 2025Q2: 2,207 shares; 2025Q3: 2,207 shares; 2025Q4: 2,207 shares; 2026Q1: 2,209 shares; 2026Q2: 2,210 shares 2,210 $826K 0.17% +1 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: 2,007 shares; 2024Q4: 2,007 shares; 2025Q1: 2,007 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares; 2026Q2: 2,007 shares 2,007 $822K 0.17% 0 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: 747 shares; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 750 shares; 2026Q2: 751 shares 751 $800K 0.17% +1 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: 1,073 shares; 2024Q4: 1,167 shares; 2025Q1: 758 shares; 2025Q2: 823 shares; 2025Q3: 818 shares; 2025Q4: 830 shares; 2026Q1: 1,161 shares; 2026Q2: 1,163 shares 1,163 $799K 0.17% +2 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 18,338 shares 18,338 $781K 0.16% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,104 shares; 2026Q2: 1,107 shares 1,107 $643K 0.13% +3 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: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,229 shares; 2026Q1: 1,231 shares; 2026Q2: 1,233 shares 1,233 $640K 0.13% +2 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: 5,974 shares; 2024Q4: 5,954 shares; 2025Q1: 5,954 shares; 2025Q2: 5,954 shares; 2025Q3: 5,955 shares; 2025Q4: 5,447 shares; 2026Q1: 5,450 shares; 2026Q2: 5,453 shares 5,453 $639K 0.13% +3 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 452 shares 452 $615K 0.13% +1 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: not reported; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 521 shares; 2026Q2: 521 shares 521 $612K 0.13% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 3,009 shares; 2025Q4: 3,741 shares; 2026Q1: 4,896 shares; 2026Q2: 5,983 shares 5,983 $606K 0.13% +1,087 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: 2,738 shares; 2024Q4: 2,838 shares; 2025Q1: 2,738 shares; 2025Q2: 2,738 shares; 2025Q3: 2,738 shares; 2025Q4: 2,584 shares; 2026Q1: 2,530 shares; 2026Q2: 2,239 shares 2,239 $605K 0.13% -291 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: 2,189 shares; 2024Q4: 1,978 shares; 2025Q1: 1,229 shares; 2025Q2: 1,012 shares; 2025Q3: 812 shares; 2025Q4: 812 shares; 2026Q1: 812 shares; 2026Q2: 812 shares 812 $598K 0.12% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,362 shares; 2024Q4: 3,135 shares; 2025Q1: 3,139 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 1,648 shares; 2026Q1: 1,663 shares; 2026Q2: 1,670 shares 1,670 $590K 0.12% +7 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: 1,166 shares; 2024Q4: 940 shares; 2025Q1: 995 shares; 2025Q2: 1,280 shares; 2025Q3: 816 shares; 2025Q4: 880 shares; 2026Q1: 946 shares; 2026Q2: 1,039 shares 1,039 $585K 0.12% +93 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,052 shares; 2024Q4: 2,028 shares; 2025Q1: 2,028 shares; 2025Q2: 2,028 shares; 2025Q3: 2,028 shares; 2025Q4: 1,844 shares; 2026Q1: 1,846 shares; 2026Q2: 1,846 shares 1,846 $581K 0.12% 0 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: 3,795 shares; 2024Q4: 3,795 shares; 2025Q1: 3,795 shares; 2025Q2: 3,595 shares; 2025Q3: 3,595 shares; 2025Q4: 3,595 shares; 2026Q1: 3,601 shares; 2026Q2: 3,749 shares 3,749 $568K 0.12% +148 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: 7,056 shares; 2024Q4: 7,055 shares; 2025Q1: 7,057 shares; 2025Q2: 7,059 shares; 2025Q3: 7,059 shares; 2025Q4: 6,415 shares; 2026Q1: 6,419 shares; 2026Q2: 6,465 shares 6,465 $567K 0.12% +46 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,271 shares; 2024Q4: 1,287 shares; 2025Q1: 1,287 shares; 2025Q2: 1,288 shares; 2025Q3: 1,284 shares; 2025Q4: 1,346 shares; 2026Q1: 1,348 shares; 2026Q2: 1,381 shares 1,381 $534K 0.11% +33 Timeline VGUS 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: 6,870 shares 6,870 $520K 0.11% new 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: 2,630 shares; 2024Q4: 2,593 shares; 2025Q1: 2,593 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,323 shares; 2026Q1: 2,329 shares; 2026Q2: 2,333 shares 2,333 $488K 0.1% +4 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,929 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,636 shares; 2026Q1: 1,638 shares; 2026Q2: 1,638 shares 1,638 $476K 0.1% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares; 2025Q4: 2,466 shares; 2026Q1: 2,466 shares; 2026Q2: 2,469 shares 2,469 $470K 0.1% +3 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: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 4,011 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 4,010 shares; 2026Q1: 4,013 shares; 2026Q2: 4,014 shares 4,014 $444K 0.09% +1 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,773 shares; 2024Q4: 1,773 shares; 2025Q1: 1,774 shares; 2025Q2: 1,775 shares; 2025Q3: 1,776 shares; 2025Q4: 1,614 shares; 2026Q1: 1,618 shares; 2026Q2: 1,621 shares 1,621 $438K 0.09% +3 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: 2,418 shares; 2024Q4: 2,418 shares; 2025Q1: 2,418 shares; 2025Q2: 2,418 shares; 2025Q3: 2,323 shares; 2025Q4: 2,263 shares; 2026Q1: 2,266 shares; 2026Q2: 2,269 shares 2,269 $430K 0.09% +3 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: 5,718 shares; 2024Q4: 5,316 shares; 2025Q1: 5,318 shares; 2025Q2: 5,317 shares; 2025Q3: 3,317 shares; 2025Q4: 2,992 shares; 2026Q1: 2,993 shares; 2026Q2: 2,998 shares 2,998 $429K 0.09% +5 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: 5,689 shares; 2024Q4: 5,808 shares; 2025Q1: 6,406 shares; 2025Q2: 6,406 shares; 2025Q3: 4,406 shares; 2025Q4: 3,551 shares; 2026Q1: 3,568 shares; 2026Q2: 3,620 shares 3,620 $425K 0.09% +52 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,990 shares; 2024Q4: 21,209 shares; 2025Q1: 20,844 shares; 2025Q2: 16,216 shares; 2025Q3: 15,777 shares; 2025Q4: 15,633 shares; 2026Q1: 15,323 shares; 2026Q2: 15,220 shares 15,220 $422K 0.09% -103 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: 352 shares; 2024Q4: 352 shares; 2025Q1: not reported; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $412K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 3,360 shares 3,360 $402K 0.08% +2,940 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,449 shares; 2025Q3: 1,233 shares; 2025Q4: 1,113 shares; 2026Q1: 1,114 shares; 2026Q2: 1,115 shares 1,115 $395K 0.08% +1 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: 4,604 shares; 2024Q4: 4,604 shares; 2025Q1: 4,604 shares; 2025Q2: 4,372 shares; 2025Q3: 3,947 shares; 2025Q4: 4,947 shares; 2026Q1: 4,947 shares; 2026Q2: 4,589 shares 4,589 $392K 0.08% -358 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: 3,959 shares; 2024Q4: 3,959 shares; 2025Q1: 3,949 shares; 2025Q2: 3,944 shares; 2025Q3: 3,138 shares; 2025Q4: 2,773 shares; 2026Q1: 2,794 shares; 2026Q2: 2,869 shares 2,869 $392K 0.08% +75 Timeline VBK 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: 1,086 shares; 2024Q4: 1,086 shares; 2025Q1: 1,086 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 1,072 shares; 2026Q1: 1,072 shares; 2026Q2: 1,072 shares 1,072 $392K 0.08% 0 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: 992 shares; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 959 shares; 2025Q3: 959 shares; 2025Q4: 958 shares; 2026Q1: 966 shares; 2026Q2: 1,120 shares 1,120 $384K 0.08% +154 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: 2,381 shares; 2024Q4: 2,381 shares; 2025Q1: 2,325 shares; 2025Q2: 2,085 shares; 2025Q3: 1,880 shares; 2025Q4: 1,688 shares; 2026Q1: 1,687 shares; 2026Q2: 1,714 shares 1,714 $384K 0.08% +27 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: 8,252 shares; 2024Q4: 8,252 shares; 2025Q1: 8,252 shares; 2025Q2: 8,252 shares; 2025Q3: 3,182 shares; 2025Q4: 2,867 shares; 2026Q1: 2,720 shares; 2026Q2: 2,558 shares 2,558 $375K 0.08% -162 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 3,110 shares; 2026Q1: 3,415 shares; 2026Q2: 3,665 shares 3,665 $369K 0.08% +250 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: 2,683 shares; 2025Q2: 2,677 shares; 2025Q3: 2,337 shares; 2025Q4: 2,229 shares; 2026Q1: 2,231 shares; 2026Q2: 2,211 shares 2,211 $366K 0.08% -20 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: 2,151 shares; 2024Q4: 1,675 shares; 2025Q1: 1,564 shares; 2025Q2: not reported; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 924 shares; 2026Q2: 1,019 shares 1,019 $364K 0.08% +95 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: 428 shares; 2025Q1: 428 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 372 shares; 2026Q1: 373 shares; 2026Q2: 372 shares 372 $358K 0.07% -1 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,862 shares; 2024Q4: 4,864 shares; 2025Q1: 4,862 shares; 2025Q2: 4,866 shares; 2025Q3: 4,666 shares; 2025Q4: 4,287 shares; 2026Q1: 4,289 shares; 2026Q2: 4,243 shares 4,243 $355K 0.07% -46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,552 shares; 2026Q1: 2,552 shares; 2026Q2: 2,562 shares 2,562 $352K 0.07% +10 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 6,561 shares; 2025Q3: 6,966 shares; 2025Q4: 6,966 shares; 2026Q1: 6,966 shares; 2026Q2: 6,966 shares 6,966 $350K 0.07% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,677 shares; 2024Q4: 6,720 shares; 2025Q1: 5,977 shares; 2025Q2: 5,977 shares; 2025Q3: 5,977 shares; 2025Q4: 5,977 shares; 2026Q1: 5,977 shares; 2026Q2: 5,977 shares 5,977 $348K 0.07% 0 Timeline QUAL 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: 1,579 shares; 2026Q1: 1,579 shares; 2026Q2: 1,579 shares 1,579 $346K 0.07% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,518 shares; 2024Q4: 13,518 shares; 2025Q1: 13,518 shares; 2025Q2: 13,518 shares; 2025Q3: 13,518 shares; 2025Q4: 13,518 shares; 2026Q1: 13,522 shares; 2026Q2: 13,367 shares 13,367 $346K 0.07% -155 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,512 shares; 2024Q4: 13,512 shares; 2025Q1: 8,365 shares; 2025Q2: 8,365 shares; 2025Q3: 6,188 shares; 2025Q4: 6,188 shares; 2026Q1: 6,188 shares; 2026Q2: 6,188 shares 6,188 $346K 0.07% 0 Timeline EFG 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: 1,930 shares; 2025Q4: 2,787 shares; 2026Q1: 2,777 shares; 2026Q2: 2,777 shares 2,777 $346K 0.07% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,481 shares; 2024Q4: 1,497 shares; 2025Q1: 1,498 shares; 2025Q2: 1,496 shares; 2025Q3: 1,287 shares; 2025Q4: 1,157 shares; 2026Q1: 1,145 shares; 2026Q2: 1,176 shares 1,176 $345K 0.07% +31 Timeline LRGF 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: 4,480 shares; 2026Q1: 4,480 shares; 2026Q2: 4,480 shares 4,480 $339K 0.07% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,458 shares; 2024Q4: 4,459 shares; 2025Q1: 4,459 shares; 2025Q2: 4,459 shares; 2025Q3: 3,783 shares; 2025Q4: 3,441 shares; 2026Q1: 3,440 shares; 2026Q2: 3,401 shares 3,401 $334K 0.07% -39 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: 1,518 shares; 2024Q4: 1,505 shares; 2025Q1: 1,463 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares; 2026Q2: 1,036 shares 1,036 $326K 0.07% +2 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: not reported; 2025Q4: 4,237 shares; 2026Q1: 4,237 shares; 2026Q2: 4,237 shares 4,237 $320K 0.07% 0 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: 3,811 shares; 2024Q4: 3,792 shares; 2025Q1: 3,792 shares; 2025Q2: 3,464 shares; 2025Q3: 1,792 shares; 2025Q4: 1,434 shares; 2026Q1: 1,435 shares; 2026Q2: 1,433 shares 1,433 $316K 0.07% -2 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: 2,790 shares; 2024Q4: 2,790 shares; 2025Q1: 2,792 shares; 2025Q2: 2,792 shares; 2025Q3: 2,792 shares; 2025Q4: 2,608 shares; 2026Q1: 2,610 shares; 2026Q2: 2,684 shares 2,684 $313K 0.07% +74 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: 3,564 shares; 2024Q4: 3,525 shares; 2025Q1: 3,521 shares; 2025Q2: 3,518 shares; 2025Q3: 2,527 shares; 2025Q4: 2,303 shares; 2026Q1: 2,310 shares; 2026Q2: 2,310 shares 2,310 $313K 0.07% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,235 shares; 2024Q4: 2,235 shares; 2025Q1: not reported; 2025Q2: 2,235 shares; 2025Q3: 2,446 shares; 2025Q4: 2,446 shares; 2026Q1: 2,477 shares; 2026Q2: 2,477 shares 2,477 $309K 0.06% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 503 shares; 2025Q4: 606 shares; 2026Q1: 606 shares; 2026Q2: 3,636 shares 3,636 $300K 0.06% +3,030 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: not reported; 2024Q4: not reported; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 566 shares; 2026Q2: 566 shares 566 $296K 0.06% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,777 shares; 2024Q4: 5,777 shares; 2025Q1: 5,777 shares; 2025Q2: 5,777 shares; 2025Q3: 5,777 shares; 2025Q4: 5,777 shares; 2026Q1: 5,777 shares; 2026Q2: 5,777 shares 5,777 $286K 0.06% 0 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: 2,752 shares; 2024Q4: 2,674 shares; 2025Q1: 2,569 shares; 2025Q2: 2,488 shares; 2025Q3: 2,423 shares; 2025Q4: 2,178 shares; 2026Q1: 2,201 shares; 2026Q2: 2,180 shares 2,180 $285K 0.06% -21 Timeline FQAL 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: 3,488 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares; 2025Q4: 3,488 shares; 2026Q1: 3,488 shares; 2026Q2: 3,488 shares 3,488 $284K 0.06% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 2,416 shares; 2026Q1: 2,416 shares; 2026Q2: 2,416 shares 2,416 $283K 0.06% 0 Timeline IVE 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: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,240 shares 1,240 $282K 0.06% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,969 shares; 2024Q4: 2,969 shares; 2025Q1: 2,969 shares; 2025Q2: 2,969 shares; 2025Q3: 1,963 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares; 2026Q2: 1,735 shares 1,735 $272K 0.06% 0 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: 3,206 shares; 2024Q4: 3,185 shares; 2025Q1: 3,185 shares; 2025Q2: 3,185 shares; 2025Q3: 3,184 shares; 2025Q4: 2,928 shares; 2026Q1: 2,940 shares; 2026Q2: 2,942 shares 2,942 $270K 0.06% +2 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: 954 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 906 shares; 2026Q1: 911 shares; 2026Q2: 936 shares 936 $263K 0.05% +25 Timeline SUB 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: 2,210 shares; 2025Q3: 2,654 shares; 2025Q4: 2,721 shares; 2026Q1: 3,217 shares; 2026Q2: 2,401 shares 2,401 $256K 0.05% -816 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: not reported; 2026Q2: 946 shares 946 $242K 0.05% new 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: not reported; 2026Q2: 636 shares 636 $240K 0.05% new 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: 552 shares 552 $238K 0.05% new 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: 673 shares; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $232K 0.05% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,264 shares; 2025Q2: not reported; 2025Q3: 6,264 shares; 2025Q4: 6,264 shares; 2026Q1: 6,264 shares; 2026Q2: 6,264 shares 6,264 $231K 0.05% 0 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: 2,824 shares; 2024Q4: 2,826 shares; 2025Q1: 3,270 shares; 2025Q2: 3,271 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,216 shares; 2026Q2: 1,218 shares 1,218 $220K 0.05% +2 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: 1,828 shares; 2024Q4: 1,908 shares; 2025Q1: 2,366 shares; 2025Q2: 2,418 shares; 2025Q3: 2,309 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,387 shares 1,387 $218K 0.05% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,743 shares 3,743 $211K 0.04% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,921 shares; 2024Q4: 3,841 shares; 2025Q1: 3,846 shares; 2025Q2: 3,827 shares; 2025Q3: 3,228 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,880 shares 2,880 $208K 0.04% new 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: 2,251 shares; 2024Q4: 2,326 shares; 2025Q1: 2,326 shares; 2025Q2: 2,323 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,207 shares; 2026Q2: 1,209 shares 1,209 $204K 0.04% +2 Timeline HURA TUHURA BIOSCIENCES INC More: the full row for TUHURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,444 shares; 2025Q1: 31,444 shares; 2025Q2: 31,444 shares; 2025Q3: 31,444 shares; 2025Q4: 31,444 shares; 2026Q1: not reported; 2026Q2: 38,319 shares 38,319 $89.7K 0.02% new Timeline