IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,967 shares; 2024Q4: 4,288 shares; 2025Q1: 6,038 shares; 2025Q2: 8,729 shares; 2025Q3: 9,702 shares; 2025Q4: 9,642 shares; 2026Q1: 10,683 shares; 2026Q2: 12,709 shares 12,709 $9.52M 4.72% Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,701 shares; 2024Q4: 30,574 shares; 2025Q1: 25,303 shares; 2025Q2: 28,646 shares; 2025Q3: 29,063 shares; 2025Q4: 30,647 shares; 2026Q1: 32,154 shares; 2026Q2: 27,173 shares 27,173 $9.27M 4.59% Timeline FENI 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: 34,462 shares; 2025Q2: 160,904 shares; 2025Q3: 163,318 shares; 2025Q4: 171,270 shares; 2026Q1: 174,700 shares; 2026Q2: 188,783 shares 188,783 $7.58M 3.76% 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: 23,961 shares; 2024Q4: 27,065 shares; 2025Q1: 21,595 shares; 2025Q2: 24,052 shares; 2025Q3: 25,457 shares; 2025Q4: 25,175 shares; 2026Q1: 25,137 shares; 2026Q2: 25,310 shares 25,310 $7.32M 3.63% Timeline IEI 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: 24,624 shares; 2025Q3: 32,770 shares; 2025Q4: 43,515 shares; 2026Q1: 50,467 shares; 2026Q2: 54,004 shares 54,004 $6.34M 3.14% Timeline FBND 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: 24,516 shares; 2024Q4: 34,796 shares; 2025Q1: 36,148 shares; 2025Q2: 75,506 shares; 2025Q3: 82,563 shares; 2025Q4: 89,021 shares; 2026Q1: 104,897 shares; 2026Q2: 128,435 shares 128,435 $5.84M 2.9% 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: 26,883 shares; 2024Q4: 27,873 shares; 2025Q1: 24,181 shares; 2025Q2: 26,979 shares; 2025Q3: 27,380 shares; 2025Q4: 28,848 shares; 2026Q1: 27,803 shares; 2026Q2: 27,207 shares 27,207 $5.44M 2.7% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,050 shares; 2024Q4: 22,926 shares; 2025Q1: 16,501 shares; 2025Q2: 14,877 shares; 2025Q3: 14,296 shares; 2025Q4: 13,712 shares; 2026Q1: 14,482 shares; 2026Q2: 14,317 shares 14,317 $5.34M 2.65% Timeline DFIV 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: 72,011 shares; 2025Q3: 97,275 shares; 2025Q4: 89,599 shares; 2026Q1: 99,466 shares; 2026Q2: 96,942 shares 96,942 $5.24M 2.6% 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: 6,347 shares; 2024Q4: 9,276 shares; 2025Q1: 9,047 shares; 2025Q2: 11,718 shares; 2025Q3: 12,905 shares; 2025Q4: 13,719 shares; 2026Q1: 13,040 shares; 2026Q2: 13,255 shares 13,255 $4.68M 2.32% Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,986 shares; 2025Q2: 64,236 shares; 2025Q3: 67,342 shares; 2025Q4: 67,375 shares; 2026Q1: 65,437 shares; 2026Q2: 63,336 shares 63,336 $4.43M 2.2% Timeline FEMR 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: 24,855 shares; 2025Q3: 40,507 shares; 2025Q4: 56,953 shares; 2026Q1: 82,156 shares; 2026Q2: 101,235 shares 101,235 $4.31M 2.14% 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: 3,505 shares; 2024Q4: 4,516 shares; 2025Q1: 2,950 shares; 2025Q2: 2,720 shares; 2025Q3: 3,380 shares; 2025Q4: 3,672 shares; 2026Q1: 3,614 shares; 2026Q2: 3,505 shares 3,505 $4.2M 2.08% Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,025 shares; 2025Q3: 83,050 shares; 2025Q4: 111,737 shares; 2026Q1: 136,634 shares; 2026Q2: 157,103 shares 157,103 $4.11M 2.04% Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,268 shares; 2025Q1: 5,104 shares; 2025Q2: 6,358 shares; 2025Q3: 6,497 shares; 2025Q4: 6,158 shares; 2026Q1: 6,358 shares; 2026Q2: 5,444 shares 5,444 $3.94M 1.95% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,065 shares; 2024Q4: 19,412 shares; 2025Q1: 16,739 shares; 2025Q2: 22,119 shares; 2025Q3: 25,962 shares; 2025Q4: 26,382 shares; 2026Q1: 27,757 shares; 2026Q2: 27,397 shares 27,397 $3.83M 1.9% 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: 14,439 shares; 2024Q4: 13,656 shares; 2025Q1: 11,039 shares; 2025Q2: 11,800 shares; 2025Q3: 14,082 shares; 2025Q4: 15,610 shares; 2026Q1: 15,981 shares; 2026Q2: 15,968 shares 15,968 $3.81M 1.89% 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: 4,050 shares; 2024Q4: 3,764 shares; 2025Q1: 2,000 shares; 2025Q2: 3,405 shares; 2025Q3: 4,532 shares; 2025Q4: 5,861 shares; 2026Q1: 5,436 shares; 2026Q2: 6,151 shares 6,151 $3.46M 1.72% 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: 10,548 shares; 2024Q4: 10,058 shares; 2025Q1: 6,615 shares; 2025Q2: 7,608 shares; 2025Q3: 8,568 shares; 2025Q4: 8,914 shares; 2026Q1: 10,016 shares; 2026Q2: 10,068 shares 10,068 $3.3M 1.63% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,306 shares; 2024Q4: 3,808 shares; 2025Q1: 4,656 shares; 2025Q2: 4,683 shares; 2025Q3: 4,495 shares; 2025Q4: 3,620 shares; 2026Q1: 3,298 shares; 2026Q2: 3,086 shares 3,086 $3.29M 1.63% 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: 28,997 shares; 2025Q3: 31,353 shares; 2025Q4: 37,021 shares; 2026Q1: 42,563 shares; 2026Q2: 70,941 shares 70,941 $3.27M 1.62% 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: 79,546 shares; 2024Q4: 69,029 shares; 2025Q1: 42,661 shares; 2025Q2: 28,226 shares; 2025Q3: 27,127 shares; 2025Q4: 27,051 shares; 2026Q1: 26,965 shares; 2026Q2: 27,216 shares 27,216 $3.18M 1.57% Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 2,568 shares; 2025Q1: 2,237 shares; 2025Q2: 5,712 shares; 2025Q3: 8,964 shares; 2025Q4: 9,151 shares; 2026Q1: 8,624 shares; 2026Q2: 8,960 shares 8,960 $3.05M 1.51% 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: 18,345 shares; 2024Q4: 18,099 shares; 2025Q1: 16,975 shares; 2025Q2: 7,185 shares; 2025Q3: 5,418 shares; 2025Q4: 5,337 shares; 2026Q1: 4,792 shares; 2026Q2: 4,217 shares 4,217 $2.9M 1.44% 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: 5,452 shares; 2024Q4: 4,940 shares; 2025Q1: 3,696 shares; 2025Q2: 3,490 shares; 2025Q3: 3,537 shares; 2025Q4: 3,543 shares; 2026Q1: 3,542 shares; 2026Q2: 3,662 shares 3,662 $2.77M 1.37% Timeline FESM 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: not reported; 2026Q1: 10,659 shares; 2026Q2: 56,216 shares 56,216 $2.71M 1.35% Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,710 shares; 2024Q4: 20,790 shares; 2025Q1: 19,310 shares; 2025Q2: 18,758 shares; 2025Q3: 18,358 shares; 2025Q4: 17,933 shares; 2026Q1: 17,933 shares; 2026Q2: 17,608 shares 17,608 $2.7M 1.34% Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,412 shares; 2024Q4: 6,717 shares; 2025Q1: 7,341 shares; 2025Q2: 6,801 shares; 2025Q3: 5,872 shares; 2025Q4: 6,333 shares; 2026Q1: 6,071 shares; 2026Q2: 5,899 shares 5,899 $2.51M 1.25% Timeline JPIB 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: 21,613 shares; 2025Q3: 23,866 shares; 2025Q4: 29,238 shares; 2026Q1: 31,188 shares; 2026Q2: 43,437 shares 43,437 $2.1M 1.04% Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,846 shares; 2025Q1: 5,807 shares; 2025Q2: 5,856 shares; 2025Q3: 7,102 shares; 2025Q4: 8,742 shares; 2026Q1: 8,621 shares; 2026Q2: 9,280 shares 9,280 $2.07M 1.03% 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: 7,253 shares; 2024Q4: 8,913 shares; 2025Q1: 9,293 shares; 2025Q2: 12,000 shares; 2025Q3: 13,808 shares; 2025Q4: 15,273 shares; 2026Q1: 15,288 shares; 2026Q2: 16,012 shares 16,012 $2.03M 1% Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,300 shares; 2025Q3: 91,135 shares; 2025Q4: 68,646 shares; 2026Q1: 67,958 shares; 2026Q2: 58,874 shares 58,874 $1.94M 0.96% Timeline FNDX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,627 shares; 2026Q2: 61,589 shares 61,589 $1.92M 0.95% Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,068 shares; 2024Q4: 4,743 shares; 2025Q1: 5,500 shares; 2025Q2: 6,868 shares; 2025Q3: 8,272 shares; 2025Q4: 8,663 shares; 2026Q1: 8,571 shares; 2026Q2: 8,547 shares 8,547 $1.91M 0.95% 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: 8,010 shares; 2024Q4: 15,678 shares; 2025Q1: 14,475 shares; 2025Q2: 18,228 shares; 2025Q3: 19,624 shares; 2025Q4: 20,097 shares; 2026Q1: 20,565 shares; 2026Q2: 21,144 shares 21,144 $1.86M 0.92% 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: 3,612 shares; 2024Q4: 3,935 shares; 2025Q1: 3,023 shares; 2025Q2: 3,886 shares; 2025Q3: 4,135 shares; 2025Q4: 4,855 shares; 2026Q1: 5,253 shares; 2026Q2: 5,770 shares 5,770 $1.82M 0.9% 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: 4,920 shares; 2024Q4: 4,509 shares; 2025Q1: 4,433 shares; 2025Q2: 3,187 shares; 2025Q3: 3,153 shares; 2025Q4: 3,128 shares; 2026Q1: 2,566 shares; 2026Q2: 2,432 shares 2,432 $1.82M 0.9% Timeline FELG 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: 39,816 shares; 2025Q3: 44,257 shares; 2025Q4: 44,035 shares; 2026Q1: 41,008 shares; 2026Q2: 38,406 shares 38,406 $1.68M 0.83% Timeline FELC 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: not reported; 2026Q1: 6,804 shares; 2026Q2: 40,010 shares 40,010 $1.68M 0.83% Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,760 shares; 2024Q4: 9,969 shares; 2025Q1: 8,584 shares; 2025Q2: 9,334 shares; 2025Q3: 9,172 shares; 2025Q4: 9,572 shares; 2026Q1: 10,130 shares; 2026Q2: 8,392 shares 8,392 $1.6M 0.79% Timeline DFIS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,736 shares; 2026Q2: 45,549 shares 45,549 $1.6M 0.79% 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: 6,806 shares; 2024Q4: 12,610 shares; 2025Q1: 12,988 shares; 2025Q2: 13,190 shares; 2025Q3: 14,414 shares; 2025Q4: 14,738 shares; 2026Q1: 14,128 shares; 2026Q2: 13,890 shares 13,890 $1.57M 0.78% Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,570 shares; 2024Q4: 19,893 shares; 2025Q1: 19,226 shares; 2025Q2: 19,477 shares; 2025Q3: 20,967 shares; 2025Q4: 20,618 shares; 2026Q1: 20,618 shares; 2026Q2: 20,479 shares 20,479 $1.5M 0.74% Timeline GLDM WORLD GOLD TR More: the full row for WORLD 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: 15,346 shares; 2025Q3: 19,761 shares; 2025Q4: 18,751 shares; 2026Q1: 18,331 shares; 2026Q2: 18,836 shares 18,836 $1.5M 0.74% 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: 2,457 shares; 2026Q2: 3,942 shares 3,942 $1.49M 0.74% Timeline PHYL 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: 28,324 shares; 2025Q3: 29,059 shares; 2025Q4: 37,520 shares; 2026Q1: 40,955 shares; 2026Q2: 41,729 shares 41,729 $1.46M 0.72% 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: 3,741 shares; 2024Q4: 6,109 shares; 2025Q1: 4,622 shares; 2025Q2: 4,952 shares; 2025Q3: 5,794 shares; 2025Q4: 6,356 shares; 2026Q1: 6,345 shares; 2026Q2: 5,371 shares 5,371 $1.45M 0.72% Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,574 shares; 2024Q4: 3,446 shares; 2025Q1: 3,270 shares; 2025Q2: 3,008 shares; 2025Q3: 2,116 shares; 2025Q4: 2,390 shares; 2026Q1: 2,449 shares; 2026Q2: 2,516 shares 2,516 $1.45M 0.72% 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: 4,901 shares; 2024Q4: 5,041 shares; 2025Q1: 1,716 shares; 2025Q2: 2,195 shares; 2025Q3: 2,701 shares; 2025Q4: 3,021 shares; 2026Q1: 3,117 shares; 2026Q2: 2,852 shares 2,852 $1.43M 0.71% Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 2,245 shares; 2025Q1: 2,616 shares; 2025Q2: 2,621 shares; 2025Q3: 2,940 shares; 2025Q4: 2,878 shares; 2026Q1: 2,176 shares; 2026Q2: 1,355 shares 1,355 $1.41M 0.7% Timeline FMDE 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: 7,104 shares; 2025Q2: 61,676 shares; 2025Q3: 66,809 shares; 2025Q4: 64,701 shares; 2026Q1: 60,448 shares; 2026Q2: 33,205 shares 33,205 $1.35M 0.67% 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: 1,177 shares; 2024Q4: 1,179 shares; 2025Q1: 3,650 shares; 2025Q2: 4,885 shares; 2025Q3: 5,108 shares; 2025Q4: 5,277 shares; 2026Q1: 5,254 shares; 2026Q2: 5,597 shares 5,597 $1.23M 0.61% Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,776 shares; 2025Q3: 128,035 shares; 2025Q4: 112,146 shares; 2026Q1: 113,203 shares; 2026Q2: 112,515 shares 112,515 $1.19M 0.59% Timeline FTBD 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: 4,528 shares; 2025Q3: 5,493 shares; 2025Q4: 7,108 shares; 2026Q1: 9,533 shares; 2026Q2: 24,102 shares 24,102 $1.19M 0.59% Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,873 shares; 2025Q3: 2,920 shares; 2025Q4: 3,426 shares; 2026Q1: 2,902 shares; 2026Q2: 2,472 shares 2,472 $1.18M 0.59% Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,407 shares; 2024Q4: 15,218 shares; 2025Q1: 12,976 shares; 2025Q2: 13,496 shares; 2025Q3: 13,296 shares; 2025Q4: 13,796 shares; 2026Q1: 14,157 shares; 2026Q2: 14,114 shares 14,114 $1.15M 0.57% Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,445 shares; 2024Q4: 12,820 shares; 2025Q1: 9,723 shares; 2025Q2: 7,966 shares; 2025Q3: 7,964 shares; 2025Q4: 8,632 shares; 2026Q1: 8,695 shares; 2026Q2: 7,708 shares 7,708 $1.13M 0.56% Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,231 shares; 2025Q3: 39,443 shares; 2025Q4: 40,989 shares; 2026Q1: 41,169 shares; 2026Q2: 55,301 shares 55,301 $1.1M 0.55% Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,021 shares; 2024Q4: 6,833 shares; 2025Q1: 11,364 shares; 2025Q2: 13,136 shares; 2025Q3: 15,974 shares; 2025Q4: 16,040 shares; 2026Q1: 14,702 shares; 2026Q2: 8,886 shares 8,886 $1.05M 0.52% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,100 shares; 2025Q3: 7,553 shares; 2025Q4: 7,529 shares; 2026Q1: 6,396 shares; 2026Q2: 2,842 shares 2,842 $1.04M 0.52% 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: 12,566 shares; 2024Q4: 5,116 shares; 2025Q1: 5,500 shares; 2025Q2: 6,770 shares; 2025Q3: 8,186 shares; 2025Q4: 8,277 shares; 2026Q1: 7,075 shares; 2026Q2: 7,217 shares 7,217 $987K 0.49% Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,704 shares; 2025Q3: 20,620 shares; 2025Q4: 23,116 shares; 2026Q1: 25,128 shares; 2026Q2: 28,430 shares 28,430 $971K 0.48% Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,692 shares; 2025Q3: 4,463 shares; 2025Q4: 5,157 shares; 2026Q1: 8,724 shares; 2026Q2: 7,349 shares 7,349 $942K 0.47% 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: 5,050 shares; 2025Q1: 7,497 shares; 2025Q2: 5,270 shares; 2025Q3: 6,579 shares; 2025Q4: 6,605 shares; 2026Q1: 6,018 shares; 2026Q2: 5,884 shares 5,884 $891K 0.44% Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,349 shares; 2025Q4: 2,579 shares; 2026Q1: 2,553 shares; 2026Q2: 2,547 shares 2,547 $811K 0.4% Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR 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: 35,926 shares; 2025Q4: 36,287 shares; 2026Q1: 38,799 shares; 2026Q2: 48,889 shares 48,889 $801K 0.4% 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: 567 shares; 2024Q4: 575 shares; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 1,344 shares; 2025Q4: 1,374 shares; 2026Q1: 1,388 shares; 2026Q2: 1,393 shares 1,393 $723K 0.36% 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: 1,133 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,105 shares; 2025Q3: 1,344 shares; 2025Q4: 1,314 shares; 2026Q1: 972 shares; 2026Q2: 962 shares 962 $708K 0.35% 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: 31,190 shares; 2024Q4: 24,990 shares; 2025Q1: 19,343 shares; 2025Q2: 11,051 shares; 2025Q3: 11,050 shares; 2025Q4: 11,047 shares; 2026Q1: 10,987 shares; 2026Q2: 9,927 shares 9,927 $707K 0.35% 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: 5,480 shares; 2024Q4: 5,480 shares; 2025Q1: 3,480 shares; 2025Q2: 3,480 shares; 2025Q3: 3,505 shares; 2025Q4: 2,510 shares; 2026Q1: 1,923 shares; 2026Q2: 1,903 shares 1,903 $680K 0.34% Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,898 shares; 2024Q4: 54,679 shares; 2025Q1: 49,575 shares; 2025Q2: 19,108 shares; 2025Q3: 18,738 shares; 2025Q4: 18,451 shares; 2026Q1: 17,021 shares; 2026Q2: 14,333 shares 14,333 $663K 0.33% 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: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: 707 shares; 2026Q2: 5,494 shares 5,494 $657K 0.33% Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,708 shares; 2025Q3: 22,173 shares; 2025Q4: 23,476 shares; 2026Q1: 23,961 shares; 2026Q2: 25,172 shares 25,172 $650K 0.32% Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,547 shares; 2024Q4: 7,682 shares; 2025Q1: 7,692 shares; 2025Q2: 8,812 shares; 2025Q3: 9,272 shares; 2025Q4: 9,866 shares; 2026Q1: 8,198 shares; 2026Q2: 8,292 shares 8,292 $643K 0.32% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538 shares; 2026Q2: 678 shares 678 $634K 0.31% Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,084 shares; 2024Q4: 125,661 shares; 2025Q1: 103,652 shares; 2025Q2: 70,356 shares; 2025Q3: 35,001 shares; 2025Q4: 64,991 shares; 2026Q1: 59,390 shares; 2026Q2: 54,399 shares 54,399 $613K 0.3% 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: 30,345 shares; 2024Q4: 18,436 shares; 2025Q1: 18,042 shares; 2025Q2: 7,612 shares; 2025Q3: 7,323 shares; 2025Q4: 7,295 shares; 2026Q1: 7,260 shares; 2026Q2: 5,698 shares 5,698 $592K 0.29% Timeline XLI 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: 3,664 shares; 2024Q4: 3,403 shares; 2025Q1: 3,414 shares; 2025Q2: 3,072 shares; 2025Q3: 3,092 shares; 2025Q4: 3,271 shares; 2026Q1: 3,200 shares; 2026Q2: 3,035 shares 3,035 $562K 0.28% Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,443 shares; 2024Q4: 32,073 shares; 2025Q1: 17,448 shares; 2025Q2: 15,698 shares; 2025Q3: 11,439 shares; 2025Q4: 10,872 shares; 2026Q1: 9,472 shares; 2026Q2: 9,472 shares 9,472 $540K 0.27% Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,832 shares; 2025Q3: 21,744 shares; 2025Q4: 22,466 shares; 2026Q1: 18,363 shares; 2026Q2: 5,690 shares 5,690 $531K 0.26% 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: 2,975 shares; 2026Q2: 3,349 shares 3,349 $530K 0.26% Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,215 shares; 2024Q4: not reported; 2025Q1: 13,338 shares; 2025Q2: 9,658 shares; 2025Q3: 10,863 shares; 2025Q4: 11,873 shares; 2026Q1: 11,273 shares; 2026Q2: 9,558 shares 9,558 $518K 0.26% Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,333 shares; 2026Q2: 17,561 shares 17,561 $513K 0.25% Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,534 shares; 2024Q4: 5,034 shares; 2025Q1: 4,772 shares; 2025Q2: 1,772 shares; 2025Q3: 1,599 shares; 2025Q4: 1,599 shares; 2026Q1: 889 shares; 2026Q2: 692 shares 692 $486K 0.24% Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,274 shares; 2024Q4: 80,193 shares; 2025Q1: 80,224 shares; 2025Q2: 64,131 shares; 2025Q3: 53,506 shares; 2025Q4: 58,956 shares; 2026Q1: 36,672 shares; 2026Q2: 36,853 shares 36,853 $472K 0.23% 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: 2,155 shares; 2024Q4: 1,455 shares; 2025Q1: 1,450 shares; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $463K 0.23% 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: 3,835 shares; 2024Q4: 5,646 shares; 2025Q1: 2,299 shares; 2025Q2: not reported; 2025Q3: 3,557 shares; 2025Q4: 3,557 shares; 2026Q1: 3,557 shares; 2026Q2: 3,557 shares 3,557 $457K 0.23% Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $427K 0.21% Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: 3,458 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares 2,140 $416K 0.21% Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,850 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 4,850 shares; 2025Q4: 4,850 shares; 2026Q1: 4,850 shares; 2026Q2: 4,850 shares 4,850 $404K 0.2% Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,817 shares; 2024Q4: 4,817 shares; 2025Q1: 4,870 shares; 2025Q2: 4,369 shares; 2025Q3: 4,369 shares; 2025Q4: 3,269 shares; 2026Q1: 2,823 shares; 2026Q2: 5,373 shares 5,373 $386K 0.19% 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: 7,325 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 6,407 shares; 2026Q1: 6,063 shares; 2026Q2: 6,073 shares 6,073 $358K 0.18% Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,557 shares; 2025Q4: 1,607 shares; 2026Q1: 1,801 shares; 2026Q2: 1,535 shares 1,535 $343K 0.17% Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,420 shares 1,420 $322K 0.16% Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 270 shares 270 $312K 0.15% Timeline XLF 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: 7,714 shares; 2024Q4: 7,714 shares; 2025Q1: 7,621 shares; 2025Q2: 6,279 shares; 2025Q3: 6,401 shares; 2025Q4: 6,808 shares; 2026Q1: 6,586 shares; 2026Q2: 5,747 shares 5,747 $308K 0.15% 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: 7,287 shares; 2024Q4: 6,429 shares; 2025Q1: 6,054 shares; 2025Q2: 5,534 shares; 2025Q3: 5,534 shares; 2025Q4: 5,459 shares; 2026Q1: 5,459 shares; 2026Q2: 5,459 shares 5,459 $276K 0.14% Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,349 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,340 shares 7,340 $272K 0.14% Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 1,996 shares; 2025Q1: 1,896 shares; 2025Q2: 1,411 shares; 2025Q3: 1,411 shares; 2025Q4: 1,411 shares; 2026Q1: 1,411 shares; 2026Q2: 1,411 shares 1,411 $265K 0.13% Timeline AXICY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA 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: 29,399 shares; 2026Q1: 29,238 shares; 2026Q2: 25,117 shares 25,117 $265K 0.13% 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: 6,040 shares; 2024Q4: 5,969 shares; 2025Q1: 1,978 shares; 2025Q2: 1,548 shares; 2025Q3: 1,618 shares; 2025Q4: 1,866 shares; 2026Q1: 1,795 shares; 2026Q2: 1,802 shares 1,802 $258K 0.13% Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,440 shares 2,440 $256K 0.13% Timeline XLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,589 shares 1,589 $252K 0.13% Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,385 shares; 2024Q4: 3,385 shares; 2025Q1: 3,235 shares; 2025Q2: 2,681 shares; 2025Q3: 2,681 shares; 2025Q4: 2,681 shares; 2026Q1: 2,585 shares; 2026Q2: 2,585 shares 2,585 $249K 0.12% Timeline IYW 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: 1,833 shares; 2025Q3: 1,838 shares; 2025Q4: 2,706 shares; 2026Q1: 2,205 shares; 2026Q2: 983 shares 983 $248K 0.12% Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 3,969 shares 3,969 $239K 0.12% Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $228K 0.11% Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,536 shares; 2025Q4: 1,803 shares; 2026Q1: 1,351 shares; 2026Q2: 1,322 shares 1,322 $223K 0.11% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares; 2026Q1: not reported; 2026Q2: 2,885 shares 2,885 $222K 0.11% 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: 2,322 shares; 2024Q4: 4,115 shares; 2025Q1: 1,330 shares; 2025Q2: 1,073 shares; 2025Q3: 722 shares; 2025Q4: 627 shares; 2026Q1: not reported; 2026Q2: 586 shares 586 $207K 0.1% Timeline