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: 171,884 shares; 2024Q4: 191,734 shares; 2025Q1: 202,526 shares; 2025Q2: 251,120 shares; 2025Q3: 258,233 shares; 2025Q4: 267,283 shares; 2026Q1: 277,622 shares; 2026Q2: 291,283 shares 291,283 $20.8M 6.49% +13,661 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: 36,740 shares; 2024Q4: 36,426 shares; 2025Q1: 35,486 shares; 2025Q2: 36,184 shares; 2025Q3: 35,995 shares; 2025Q4: 35,869 shares; 2026Q1: 34,714 shares; 2026Q2: 138,513 shares 138,513 $17.2M 5.38% +103,799 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: 56,416 shares; 2024Q4: 56,427 shares; 2025Q1: 55,635 shares; 2025Q2: 57,861 shares; 2025Q3: 57,714 shares; 2025Q4: 56,816 shares; 2026Q1: 56,778 shares; 2026Q2: 56,939 shares 56,939 $13.8M 4.31% +161 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: 33,991 shares; 2024Q4: 34,115 shares; 2025Q1: 34,543 shares; 2025Q2: 34,586 shares; 2025Q3: 36,044 shares; 2025Q4: 35,315 shares; 2026Q1: 35,289 shares; 2026Q2: 35,469 shares 35,469 $10.3M 3.21% +180 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: 130,970 shares; 2024Q4: 139,969 shares; 2025Q1: 142,952 shares; 2025Q2: 153,169 shares; 2025Q3: 155,003 shares; 2025Q4: 157,809 shares; 2026Q1: 155,045 shares; 2026Q2: 160,300 shares 160,300 $9.57M 2.99% +5,255 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: 45,486 shares; 2024Q4: 46,640 shares; 2025Q1: 46,919 shares; 2025Q2: 47,332 shares; 2025Q3: 47,091 shares; 2025Q4: 47,094 shares; 2026Q1: 46,256 shares; 2026Q2: 46,367 shares 46,367 $9.28M 2.9% +111 Timeline BSV 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: 44,938 shares; 2024Q4: 50,961 shares; 2025Q1: 64,421 shares; 2025Q2: 73,262 shares; 2025Q3: 77,208 shares; 2025Q4: 84,871 shares; 2026Q1: 92,321 shares; 2026Q2: 103,194 shares 103,194 $8.04M 2.51% +10,873 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: 54,831 shares; 2024Q4: 54,660 shares; 2025Q1: 53,992 shares; 2025Q2: 53,746 shares; 2025Q3: 53,748 shares; 2025Q4: 53,750 shares; 2026Q1: 55,002 shares; 2026Q2: 55,092 shares 55,092 $7.58M 2.37% +90 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: 21,528 shares; 2024Q4: 22,708 shares; 2025Q1: 22,702 shares; 2025Q2: 20,924 shares; 2025Q3: 21,002 shares; 2025Q4: 20,378 shares; 2026Q1: 20,221 shares; 2026Q2: 19,817 shares 19,817 $7.39M 2.31% -404 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,126 shares; 2024Q4: 78,228 shares; 2025Q1: 88,294 shares; 2025Q2: 97,638 shares; 2025Q3: 103,266 shares; 2025Q4: 112,968 shares; 2026Q1: 119,733 shares; 2026Q2: 135,771 shares 135,771 $7.12M 2.22% +16,038 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: 6,520 shares; 2024Q4: 6,542 shares; 2025Q1: 6,548 shares; 2025Q2: 6,300 shares; 2025Q3: 6,143 shares; 2025Q4: 5,737 shares; 2026Q1: 5,760 shares; 2026Q2: 5,687 shares 5,687 $6.82M 2.13% -73 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: 30,203 shares; 2024Q4: 30,238 shares; 2025Q1: 30,254 shares; 2025Q2: 30,254 shares; 2025Q3: 30,267 shares; 2025Q4: 30,528 shares; 2026Q1: 30,419 shares; 2026Q2: 28,464 shares 28,464 $6.74M 2.11% -1,955 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,065 shares; 2024Q4: 39,034 shares; 2025Q1: 38,044 shares; 2025Q2: 40,415 shares; 2025Q3: 41,396 shares; 2025Q4: 43,240 shares; 2026Q1: 43,092 shares; 2026Q2: 44,284 shares 44,284 $6.48M 2.03% +1,192 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,007 shares; 2024Q4: 35,480 shares; 2025Q1: 34,154 shares; 2025Q2: 37,639 shares; 2025Q3: 38,318 shares; 2025Q4: 38,562 shares; 2026Q1: 37,647 shares; 2026Q2: 38,732 shares 38,732 $6.38M 1.99% +1,085 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,135 shares; 2024Q4: 68,150 shares; 2025Q1: 65,328 shares; 2025Q2: 62,251 shares; 2025Q3: 61,992 shares; 2025Q4: 61,743 shares; 2026Q1: 60,903 shares; 2026Q2: 60,686 shares 60,686 $5.86M 1.83% -217 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: 18,800 shares; 2024Q4: 19,415 shares; 2025Q1: 19,988 shares; 2025Q2: 18,093 shares; 2025Q3: 17,916 shares; 2025Q4: 17,311 shares; 2026Q1: 17,286 shares; 2026Q2: 17,484 shares 17,484 $5.72M 1.79% +198 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: 23,938 shares; 2024Q4: 23,882 shares; 2025Q1: 23,671 shares; 2025Q2: 23,703 shares; 2025Q3: 23,706 shares; 2025Q4: 23,709 shares; 2026Q1: 24,392 shares; 2026Q2: 24,487 shares 24,487 $5.56M 1.74% +95 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: 86,293 shares; 2024Q4: 97,040 shares; 2025Q1: 100,128 shares; 2025Q2: 107,104 shares; 2025Q3: 115,221 shares; 2025Q4: 125,222 shares; 2026Q1: 115,384 shares; 2026Q2: 128,135 shares 128,135 $5.43M 1.7% +12,751 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: 3,072 shares; 2025Q2: 3,073 shares; 2025Q3: 3,947 shares; 2025Q4: 4,017 shares; 2026Q1: 4,430 shares; 2026Q2: 4,447 shares 4,447 $5.13M 1.6% +17 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: 49,381 shares; 2024Q4: 48,955 shares; 2025Q1: 47,812 shares; 2025Q2: 47,812 shares; 2025Q3: 47,812 shares; 2025Q4: 41,732 shares; 2026Q1: 41,681 shares; 2026Q2: 41,681 shares 41,681 $4.33M 1.35% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,877 shares; 2024Q4: 16,769 shares; 2025Q1: 16,317 shares; 2025Q2: 17,286 shares; 2025Q3: 17,570 shares; 2025Q4: 17,633 shares; 2026Q1: 17,194 shares; 2026Q2: 17,594 shares 17,594 $3.89M 1.22% +400 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,471 shares; 2024Q4: 43,968 shares; 2025Q1: 46,420 shares; 2025Q2: 51,315 shares; 2025Q3: 54,237 shares; 2025Q4: 60,270 shares; 2026Q1: 67,040 shares; 2026Q2: 76,384 shares 76,384 $3.87M 1.21% +9,344 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: 5,932 shares; 2024Q4: 5,581 shares; 2025Q1: 5,224 shares; 2025Q2: 4,950 shares; 2025Q3: 4,903 shares; 2025Q4: 5,131 shares; 2026Q1: 5,013 shares; 2026Q2: 4,984 shares 4,984 $3.73M 1.17% -29 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: 3,422 shares; 2024Q4: 3,425 shares; 2025Q1: 3,685 shares; 2025Q2: 3,669 shares; 2025Q3: 3,639 shares; 2025Q4: 3,428 shares; 2026Q1: 3,436 shares; 2026Q2: 3,406 shares 3,406 $3.63M 1.13% -30 Timeline XLU 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: 38,795 shares; 2024Q4: 38,795 shares; 2025Q1: 38,827 shares; 2025Q2: 39,091 shares; 2025Q3: 39,071 shares; 2025Q4: 78,360 shares; 2026Q1: 78,293 shares; 2026Q2: 77,396 shares 77,396 $3.51M 1.1% -897 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,445 shares; 2024Q4: 8,676 shares; 2025Q1: 8,401 shares; 2025Q2: 8,701 shares; 2025Q3: 8,841 shares; 2025Q4: 8,746 shares; 2026Q1: 8,658 shares; 2026Q2: 8,878 shares 8,878 $3.5M 1.09% +220 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: 43,100 shares; 2024Q4: 42,946 shares; 2025Q1: 36,267 shares; 2025Q2: 36,318 shares; 2025Q3: 36,373 shares; 2025Q4: 36,432 shares; 2026Q1: 31,162 shares; 2026Q2: 31,191 shares 31,191 $3.01M 0.94% +29 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: 30,894 shares; 2024Q4: 25,812 shares; 2025Q1: 24,387 shares; 2025Q2: 24,835 shares; 2025Q3: 28,725 shares; 2025Q4: 22,524 shares; 2026Q1: 22,707 shares; 2026Q2: 27,477 shares 27,477 $2.96M 0.92% +4,770 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: 10,034 shares; 2024Q4: 9,789 shares; 2025Q1: 9,449 shares; 2025Q2: 9,335 shares; 2025Q3: 9,324 shares; 2025Q4: 9,396 shares; 2026Q1: 9,279 shares; 2026Q2: 35,846 shares 35,846 $2.89M 0.9% +26,567 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: 7,370 shares; 2024Q4: 7,076 shares; 2025Q1: 7,618 shares; 2025Q2: 7,370 shares; 2025Q3: 8,171 shares; 2025Q4: 7,976 shares; 2026Q1: 8,014 shares; 2026Q2: 8,109 shares 8,109 $2.87M 0.9% +95 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: 5,812 shares; 2024Q4: 5,822 shares; 2025Q1: 5,786 shares; 2025Q2: 5,655 shares; 2025Q3: 5,615 shares; 2025Q4: 5,415 shares; 2026Q1: 5,144 shares; 2026Q2: 5,180 shares 5,180 $2.59M 0.81% +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: 2,174 shares; 2024Q4: 2,254 shares; 2025Q1: 2,627 shares; 2025Q2: 2,749 shares; 2025Q3: 2,750 shares; 2025Q4: 3,546 shares; 2026Q1: 3,367 shares; 2026Q2: 3,421 shares 3,421 $2.52M 0.79% +54 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,492 shares; 2024Q4: 21,401 shares; 2025Q1: 21,327 shares; 2025Q2: 21,130 shares; 2025Q3: 21,222 shares; 2025Q4: 18,385 shares; 2026Q1: 18,044 shares; 2026Q2: 17,792 shares 17,792 $2.43M 0.76% -252 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: 5,348 shares; 2024Q4: 5,377 shares; 2025Q1: 5,874 shares; 2025Q2: 6,203 shares; 2025Q3: 7,035 shares; 2025Q4: 6,595 shares; 2026Q1: 6,604 shares; 2026Q2: 6,678 shares 6,678 $2.39M 0.75% +74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,969 shares; 2025Q3: 54,398 shares; 2025Q4: 47,329 shares; 2026Q1: 45,918 shares; 2026Q2: 46,998 shares 46,998 $2.37M 0.74% +1,080 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: 15,509 shares; 2024Q4: 15,509 shares; 2025Q1: 15,509 shares; 2025Q2: 15,509 shares; 2025Q3: 15,509 shares; 2025Q4: 15,509 shares; 2026Q1: 15,509 shares; 2026Q2: 15,509 shares 15,509 $2.36M 0.74% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,900 shares; 2024Q4: 42,900 shares; 2025Q1: 42,900 shares; 2025Q2: 42,900 shares; 2025Q3: 42,900 shares; 2025Q4: 42,900 shares; 2026Q1: 43,635 shares; 2026Q2: 43,665 shares 43,665 $2.33M 0.73% +30 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,361 shares; 2024Q4: 16,626 shares; 2025Q1: 16,632 shares; 2025Q2: 14,892 shares; 2025Q3: 14,811 shares; 2025Q4: 14,830 shares; 2026Q1: 15,313 shares; 2026Q2: 15,372 shares 15,372 $2.25M 0.7% +59 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: 15,559 shares; 2024Q4: 15,610 shares; 2025Q1: 16,265 shares; 2025Q2: 15,585 shares; 2025Q3: 15,768 shares; 2025Q4: 15,556 shares; 2026Q1: 15,611 shares; 2026Q2: 15,459 shares 15,459 $2.11M 0.66% -152 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: 31,472 shares; 2024Q4: 29,598 shares; 2025Q1: 32,077 shares; 2025Q2: 28,927 shares; 2025Q3: 28,965 shares; 2025Q4: 27,581 shares; 2026Q1: 27,512 shares; 2026Q2: 26,853 shares 26,853 $2.07M 0.65% -659 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 997 shares; 2025Q1: 988 shares; 2025Q2: 991 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 971 shares; 2026Q2: 1,013 shares 1,013 $2.01M 0.63% +42 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: 7,721 shares; 2024Q4: 7,383 shares; 2025Q1: 6,691 shares; 2025Q2: 6,656 shares; 2025Q3: 6,609 shares; 2025Q4: 6,732 shares; 2026Q1: 6,611 shares; 2026Q2: 6,586 shares 6,586 $2M 0.62% -25 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: 21,263 shares; 2024Q4: 21,263 shares; 2025Q1: 21,263 shares; 2025Q2: 21,263 shares; 2025Q3: 21,263 shares; 2025Q4: 21,263 shares; 2026Q1: 21,263 shares; 2026Q2: 21,263 shares 21,263 $1.99M 0.62% 0 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: 20,461 shares; 2024Q4: 20,463 shares; 2025Q1: 20,464 shares; 2025Q2: 20,465 shares; 2025Q3: 20,466 shares; 2025Q4: 20,467 shares; 2026Q1: 20,468 shares; 2026Q2: 20,471 shares 20,471 $1.97M 0.62% +3 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: 2,015 shares; 2024Q4: 2,021 shares; 2025Q1: 2,098 shares; 2025Q2: 2,122 shares; 2025Q3: 2,096 shares; 2025Q4: 2,102 shares; 2026Q1: 2,090 shares; 2026Q2: 2,098 shares 2,098 $1.96M 0.61% +8 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: 5,243 shares; 2024Q4: 5,258 shares; 2025Q1: 5,258 shares; 2025Q2: 5,386 shares; 2025Q3: 5,258 shares; 2025Q4: 5,232 shares; 2026Q1: 5,222 shares; 2026Q2: 5,222 shares 5,222 $1.92M 0.6% 0 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: 22,547 shares; 2024Q4: 22,970 shares; 2025Q1: 22,981 shares; 2025Q2: 19,706 shares; 2025Q3: 19,975 shares; 2025Q4: 19,818 shares; 2026Q1: 18,629 shares; 2026Q2: 16,924 shares 16,924 $1.92M 0.6% -1,705 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,131 shares; 2024Q4: 137,131 shares; 2025Q1: 126,908 shares; 2025Q2: 99,541 shares; 2025Q3: 99,541 shares; 2025Q4: 99,541 shares; 2026Q1: 99,541 shares; 2026Q2: 99,063 shares 99,063 $1.89M 0.59% -478 Timeline XMPT 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: 51,326 shares; 2025Q1: 52,511 shares; 2025Q2: 53,245 shares; 2025Q3: 77,375 shares; 2025Q4: 77,375 shares; 2026Q1: 77,375 shares; 2026Q2: 77,125 shares 77,125 $1.72M 0.54% -250 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,757 shares; 2024Q4: 54,521 shares; 2025Q1: 56,077 shares; 2025Q2: 56,077 shares; 2025Q3: 55,331 shares; 2025Q4: 52,144 shares; 2026Q1: 52,050 shares; 2026Q2: 51,942 shares 51,942 $1.67M 0.52% -108 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: 6,767 shares; 2024Q4: 7,388 shares; 2025Q1: 7,405 shares; 2025Q2: 7,094 shares; 2025Q3: 7,111 shares; 2025Q4: 7,042 shares; 2026Q1: 6,967 shares; 2026Q2: 6,980 shares 6,980 $1.56M 0.49% +13 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: 13,797 shares; 2024Q4: 15,397 shares; 2025Q1: 14,638 shares; 2025Q2: 12,869 shares; 2025Q3: 12,974 shares; 2025Q4: 12,653 shares; 2026Q1: 12,941 shares; 2026Q2: 12,978 shares 12,978 $1.52M 0.48% +37 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: 10,732 shares; 2024Q4: 11,021 shares; 2025Q1: 11,343 shares; 2025Q2: 11,571 shares; 2025Q3: 11,405 shares; 2025Q4: 11,055 shares; 2026Q1: 11,074 shares; 2026Q2: 11,208 shares 11,208 $1.52M 0.47% +134 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: 17,027 shares; 2024Q4: 17,199 shares; 2025Q1: 17,193 shares; 2025Q2: 17,304 shares; 2025Q3: 4,057 shares; 2025Q4: 4,074 shares; 2026Q1: 5,973 shares; 2026Q2: 5,997 shares 5,997 $1.51M 0.47% +24 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: 4,136 shares; 2024Q4: 4,400 shares; 2025Q1: 4,595 shares; 2025Q2: 4,431 shares; 2025Q3: 4,590 shares; 2025Q4: 4,399 shares; 2026Q1: 4,197 shares; 2026Q2: 4,271 shares 4,271 $1.51M 0.47% +74 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: 6,635 shares; 2024Q4: 6,565 shares; 2025Q1: 7,699 shares; 2025Q2: 7,783 shares; 2025Q3: 7,839 shares; 2025Q4: 7,759 shares; 2026Q1: 6,398 shares; 2026Q2: 6,267 shares 6,267 $1.49M 0.47% -131 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: 5,285 shares; 2024Q4: 6,078 shares; 2025Q1: 6,103 shares; 2025Q2: 6,054 shares; 2025Q3: 6,092 shares; 2025Q4: 5,534 shares; 2026Q1: 5,499 shares; 2026Q2: 5,510 shares 5,510 $1.49M 0.47% +11 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: 2,747 shares; 2024Q4: 2,748 shares; 2025Q1: 2,748 shares; 2025Q2: 3,102 shares; 2025Q3: 2,932 shares; 2025Q4: 2,933 shares; 2026Q1: 3,019 shares; 2026Q2: 3,044 shares 3,044 $1.45M 0.45% +25 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,980 shares; 2025Q1: 19,719 shares; 2025Q2: 37,447 shares; 2025Q3: 41,912 shares; 2025Q4: 42,162 shares; 2026Q1: 42,162 shares; 2026Q2: 42,162 shares 42,162 $1.4M 0.44% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,626 shares; 2024Q4: 1,626 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares; 2026Q2: 1,731 shares 1,731 $1.32M 0.41% -85 Timeline VONV 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: 6,203 shares; 2024Q4: 6,231 shares; 2025Q1: 6,309 shares; 2025Q2: 6,334 shares; 2025Q3: 6,358 shares; 2025Q4: 6,386 shares; 2026Q1: 9,509 shares; 2026Q2: 11,872 shares 11,872 $1.26M 0.39% +2,363 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: 1,281 shares; 2024Q4: 1,282 shares; 2025Q1: 1,283 shares; 2025Q2: 1,281 shares; 2025Q3: 1,565 shares; 2025Q4: 1,417 shares; 2026Q1: 1,611 shares; 2026Q2: 1,682 shares 1,682 $1.26M 0.39% +71 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: 6,054 shares; 2024Q4: 6,262 shares; 2025Q1: 6,275 shares; 2025Q2: 5,385 shares; 2025Q3: 5,343 shares; 2025Q4: 4,517 shares; 2026Q1: 4,654 shares; 2026Q2: 4,867 shares 4,867 $1.24M 0.39% +213 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: 13,746 shares; 2024Q4: 14,049 shares; 2025Q1: 13,912 shares; 2025Q2: 11,149 shares; 2025Q3: 11,149 shares; 2025Q4: 10,717 shares; 2026Q1: 10,410 shares; 2026Q2: 8,795 shares 8,795 $1.23M 0.38% -1,615 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: 8,366 shares; 2024Q4: 9,261 shares; 2025Q1: 8,945 shares; 2025Q2: 8,023 shares; 2025Q3: 7,939 shares; 2025Q4: 7,599 shares; 2026Q1: 8,002 shares; 2026Q2: 8,324 shares 8,324 $1.22M 0.38% +322 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: 8,017 shares; 2024Q4: 8,392 shares; 2025Q1: 8,424 shares; 2025Q2: 7,655 shares; 2025Q3: 7,754 shares; 2025Q4: 7,127 shares; 2026Q1: 7,072 shares; 2026Q2: 7,245 shares 7,245 $1.2M 0.38% +173 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,077 shares; 2024Q4: 25,109 shares; 2025Q1: 22,261 shares; 2025Q2: 22,304 shares; 2025Q3: 22,332 shares; 2025Q4: 17,288 shares; 2026Q1: 15,682 shares; 2026Q2: 15,574 shares 15,574 $1.18M 0.37% -108 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: 3,940 shares; 2024Q4: 3,940 shares; 2025Q1: 3,812 shares; 2025Q2: 3,426 shares; 2025Q3: 3,532 shares; 2025Q4: 3,533 shares; 2026Q1: 3,723 shares; 2026Q2: 3,724 shares 3,724 $1.12M 0.35% +1 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: 14,755 shares; 2024Q4: 14,747 shares; 2025Q1: 14,747 shares; 2025Q2: 13,572 shares; 2025Q3: 13,684 shares; 2025Q4: 13,089 shares; 2026Q1: 13,089 shares; 2026Q2: 13,527 shares 13,527 $1.1M 0.34% +438 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: 5,350 shares; 2024Q4: 5,143 shares; 2025Q1: 4,730 shares; 2025Q2: 4,599 shares; 2025Q3: 4,414 shares; 2025Q4: 4,182 shares; 2026Q1: 2,947 shares; 2026Q2: 3,105 shares 3,105 $1.07M 0.33% +158 Timeline SDVY 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: 23,919 shares; 2024Q4: 23,997 shares; 2025Q1: 24,014 shares; 2025Q2: 24,046 shares; 2025Q3: 24,071 shares; 2025Q4: 24,104 shares; 2026Q1: 24,129 shares; 2026Q2: 24,366 shares 24,366 $1.05M 0.33% +237 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: 5,610 shares; 2024Q4: 5,610 shares; 2025Q1: 5,610 shares; 2025Q2: 5,610 shares; 2025Q3: 5,610 shares; 2025Q4: 5,610 shares; 2026Q1: 5,440 shares; 2026Q2: 5,513 shares 5,513 $1.02M 0.32% +73 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,283 shares; 2024Q4: 66,330 shares; 2025Q1: 64,641 shares; 2025Q2: 65,604 shares; 2025Q3: 60,633 shares; 2025Q4: 60,661 shares; 2026Q1: 60,090 shares; 2026Q2: 54,559 shares 54,559 $967K 0.3% -5,531 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,917 shares; 2025Q1: 7,347 shares; 2025Q2: 7,774 shares; 2025Q3: 8,101 shares; 2025Q4: 7,856 shares; 2026Q1: 7,857 shares; 2026Q2: 8,287 shares 8,287 $967K 0.3% +430 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: 3,995 shares; 2024Q4: 3,954 shares; 2025Q1: 3,732 shares; 2025Q2: 3,306 shares; 2025Q3: 3,270 shares; 2025Q4: 3,299 shares; 2026Q1: 3,429 shares; 2026Q2: 3,408 shares 3,408 $958K 0.3% -21 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,756 shares; 2024Q4: 53,131 shares; 2025Q1: 53,725 shares; 2025Q2: 54,318 shares; 2025Q3: 54,707 shares; 2025Q4: 82,262 shares; 2026Q1: 82,849 shares; 2026Q2: 83,420 shares 83,420 $900K 0.28% +571 Timeline XLE 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: 9,040 shares; 2024Q4: 9,047 shares; 2025Q1: 9,053 shares; 2025Q2: 9,060 shares; 2025Q3: 7,977 shares; 2025Q4: 16,071 shares; 2026Q1: 16,222 shares; 2026Q2: 16,401 shares 16,401 $871K 0.27% +179 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: 6,803 shares; 2025Q3: 8,018 shares; 2025Q4: 6,460 shares; 2026Q1: 6,808 shares; 2026Q2: 8,097 shares 8,097 $862K 0.27% +1,289 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: 16,514 shares; 2024Q4: 16,514 shares; 2025Q1: 16,514 shares; 2025Q2: 16,825 shares; 2025Q3: 16,892 shares; 2025Q4: 17,059 shares; 2026Q1: 15,571 shares; 2026Q2: 15,799 shares 15,799 $847K 0.26% +228 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,087 shares; 2024Q4: 15,726 shares; 2025Q1: 10,916 shares; 2025Q2: 10,946 shares; 2025Q3: 10,946 shares; 2025Q4: 10,969 shares; 2026Q1: 9,611 shares; 2026Q2: 9,617 shares 9,617 $844K 0.26% +6 Timeline VSS 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: 20,109 shares; 2024Q4: 21,348 shares; 2025Q1: 21,883 shares; 2025Q2: 5,685 shares; 2025Q3: 5,497 shares; 2025Q4: 5,511 shares; 2026Q1: 5,444 shares; 2026Q2: 5,293 shares 5,293 $817K 0.26% -151 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: 831 shares; 2025Q1: 849 shares; 2025Q2: 851 shares; 2025Q3: 847 shares; 2025Q4: 856 shares; 2026Q1: 755 shares; 2026Q2: 783 shares 783 $792K 0.25% +28 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 2,500 shares 2,500 $754K 0.24% +2,250 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: 1,147 shares; 2024Q4: 1,658 shares; 2025Q1: 1,758 shares; 2025Q2: 1,883 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares; 2026Q1: 1,778 shares; 2026Q2: 1,793 shares 1,793 $754K 0.24% +15 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: 1,976 shares; 2024Q4: 2,109 shares; 2025Q1: 2,092 shares; 2025Q2: 2,042 shares; 2025Q3: 2,011 shares; 2025Q4: 1,463 shares; 2026Q1: 1,467 shares; 2026Q2: 1,474 shares 1,474 $751K 0.23% +7 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,784 shares; 2026Q2: 5,654 shares 5,654 $723K 0.23% +1,870 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,216 shares; 2024Q4: 14,378 shares; 2025Q1: 14,438 shares; 2025Q2: 12,591 shares; 2025Q3: 12,985 shares; 2025Q4: 12,472 shares; 2026Q1: 12,459 shares; 2026Q2: 12,497 shares 12,497 $720K 0.23% +38 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,497 shares; 2024Q4: 1,297 shares; 2025Q1: 1,388 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,389 shares; 2026Q1: 1,389 shares; 2026Q2: 1,419 shares 1,419 $711K 0.22% +30 Timeline XLB 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: 7,725 shares; 2024Q4: 7,725 shares; 2025Q1: 7,725 shares; 2025Q2: 7,725 shares; 2025Q3: 7,725 shares; 2025Q4: 15,450 shares; 2026Q1: 12,210 shares; 2026Q2: 13,299 shares 13,299 $676K 0.21% +1,089 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 1,443 shares; 2025Q4: 1,315 shares; 2026Q1: 1,443 shares; 2026Q2: 1,584 shares 1,584 $675K 0.21% +141 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,890 shares; 2024Q4: 6,571 shares; 2025Q1: 6,584 shares; 2025Q2: 6,599 shares; 2025Q3: 6,614 shares; 2025Q4: 4,900 shares; 2026Q1: 4,902 shares; 2026Q2: 24,516 shares 24,516 $672K 0.21% +19,614 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,002 shares; 2025Q1: not reported; 2025Q2: 2,003 shares; 2025Q3: 2,004 shares; 2025Q4: 2,005 shares; 2026Q1: 2,005 shares; 2026Q2: 2,006 shares 2,006 $672K 0.21% +1 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,182 shares; 2024Q4: 19,608 shares; 2025Q1: 18,752 shares; 2025Q2: 19,083 shares; 2025Q3: 17,553 shares; 2025Q4: 17,279 shares; 2026Q1: 15,760 shares; 2026Q2: 15,832 shares 15,832 $670K 0.21% +72 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: 6,200 shares; 2024Q4: 4,712 shares; 2025Q1: 5,189 shares; 2025Q2: 5,031 shares; 2025Q3: 4,918 shares; 2025Q4: 5,021 shares; 2026Q1: 4,977 shares; 2026Q2: 5,098 shares 5,098 $655K 0.2% +121 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: 2,240 shares; 2024Q4: 2,291 shares; 2025Q1: 2,076 shares; 2025Q2: 2,085 shares; 2025Q3: 2,159 shares; 2025Q4: 2,110 shares; 2026Q1: 1,988 shares; 2026Q2: 1,842 shares 1,842 $653K 0.2% -146 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 52,425 shares; 2025Q4: 52,425 shares; 2026Q1: 54,425 shares; 2026Q2: 54,425 shares 54,425 $647K 0.2% 0 Timeline RSP 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: 3,029 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,031 shares; 2026Q1: 3,031 shares; 2026Q2: 3,031 shares 3,031 $645K 0.2% 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: 1,495 shares; 2024Q4: 1,570 shares; 2025Q1: 1,571 shares; 2025Q2: 1,572 shares; 2025Q3: 1,600 shares; 2025Q4: 1,601 shares; 2026Q1: 1,697 shares; 2026Q2: 1,724 shares 1,724 $644K 0.2% +27 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,719 shares; 2026Q2: 1,724 shares 1,724 $638K 0.2% +5 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: 15,036 shares; 2024Q4: 15,162 shares; 2025Q1: 14,044 shares; 2025Q2: 14,153 shares; 2025Q3: 14,261 shares; 2025Q4: 11,574 shares; 2026Q1: 11,649 shares; 2026Q2: 11,721 shares 11,721 $635K 0.2% +72 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,871 shares; 2024Q4: 6,005 shares; 2025Q1: 5,643 shares; 2025Q2: 5,996 shares; 2025Q3: 5,695 shares; 2025Q4: 5,300 shares; 2026Q1: 6,844 shares; 2026Q2: 6,922 shares 6,922 $628K 0.2% +78 Timeline HYD 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: 14,363 shares; 2024Q4: 13,890 shares; 2025Q1: 13,213 shares; 2025Q2: 13,213 shares; 2025Q3: 14,970 shares; 2025Q4: 12,911 shares; 2026Q1: 13,648 shares; 2026Q2: 11,798 shares 11,798 $608K 0.19% -1,850 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,428 shares; 2025Q2: 4,223 shares; 2025Q3: 6,318 shares; 2025Q4: 5,413 shares; 2026Q1: 6,796 shares; 2026Q2: 7,592 shares 7,592 $596K 0.19% +796 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: 1,751 shares; 2024Q4: 1,756 shares; 2025Q1: 1,498 shares; 2025Q2: 1,503 shares; 2025Q3: 1,461 shares; 2025Q4: 1,593 shares; 2026Q1: 1,468 shares; 2026Q2: 1,421 shares 1,421 $564K 0.18% -47 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 1,261 shares; 2026Q2: 1,098 shares 1,098 $559K 0.17% -163 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: not reported; 2024Q4: not reported; 2025Q1: 1,643 shares; 2025Q2: 1,770 shares; 2025Q3: 1,872 shares; 2025Q4: 1,968 shares; 2026Q1: 1,604 shares; 2026Q2: 1,618 shares 1,618 $552K 0.17% +14 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 1,111 shares; 2025Q1: 1,094 shares; 2025Q2: 1,084 shares; 2025Q3: 1,144 shares; 2025Q4: 1,198 shares; 2026Q1: 1,183 shares; 2026Q2: 1,386 shares 1,386 $551K 0.17% +203 Timeline ARTY 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: 5,072 shares; 2025Q4: 5,985 shares; 2026Q1: 5,924 shares; 2026Q2: 7,233 shares 7,233 $551K 0.17% +1,309 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: 3,451 shares; 2024Q4: 3,457 shares; 2025Q1: 3,461 shares; 2025Q2: 3,467 shares; 2025Q3: 3,472 shares; 2025Q4: 3,478 shares; 2026Q1: 3,480 shares; 2026Q2: 3,510 shares 3,510 $549K 0.17% +30 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,329 shares; 2024Q4: 9,497 shares; 2025Q1: 9,497 shares; 2025Q2: 9,552 shares; 2025Q3: 10,379 shares; 2025Q4: 10,541 shares; 2026Q1: 10,541 shares; 2026Q2: 10,606 shares 10,606 $529K 0.17% +65 Timeline XLP 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,436 shares; 2025Q2: 6,641 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares 6,300 $523K 0.16% 0 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: 750 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 756 shares; 2025Q4: 753 shares; 2026Q1: 887 shares; 2026Q2: 6,065 shares 6,065 $522K 0.16% +5,178 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,134 shares; 2024Q4: 7,998 shares; 2025Q1: 7,982 shares; 2025Q2: 5,268 shares; 2025Q3: 5,185 shares; 2025Q4: 5,185 shares; 2026Q1: 5,161 shares; 2026Q2: 5,318 shares 5,318 $512K 0.16% +157 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,780 shares; 2024Q4: 2,780 shares; 2025Q1: 2,780 shares; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares; 2026Q1: 2,780 shares; 2026Q2: 2,780 shares 2,780 $509K 0.16% 0 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: 2,679 shares; 2024Q4: 2,974 shares; 2025Q1: 2,983 shares; 2025Q2: 2,994 shares; 2025Q3: 3,003 shares; 2025Q4: 2,862 shares; 2026Q1: 2,720 shares; 2026Q2: 2,729 shares 2,729 $505K 0.16% +9 Timeline PAVE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,099 shares; 2025Q4: 6,041 shares; 2026Q1: 6,432 shares; 2026Q2: 8,402 shares 8,402 $495K 0.15% +1,970 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,240 shares; 2024Q4: 2,213 shares; 2025Q1: 2,215 shares; 2025Q2: 2,218 shares; 2025Q3: 2,220 shares; 2025Q4: 2,066 shares; 2026Q1: 2,068 shares; 2026Q2: 2,071 shares 2,071 $493K 0.15% +3 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,597 shares; 2024Q4: 5,747 shares; 2025Q1: 5,261 shares; 2025Q2: 5,293 shares; 2025Q3: 5,325 shares; 2025Q4: 4,645 shares; 2026Q1: 4,668 shares; 2026Q2: 3,873 shares 3,873 $489K 0.15% -795 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: 2,103 shares; 2024Q4: 2,064 shares; 2025Q1: 2,067 shares; 2025Q2: 2,070 shares; 2025Q3: 2,072 shares; 2025Q4: 2,075 shares; 2026Q1: 2,077 shares; 2026Q2: 2,209 shares 2,209 $462K 0.14% +132 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: not reported; 2024Q4: not reported; 2025Q1: 24,806 shares; 2025Q2: 16,012 shares; 2025Q3: 16,985 shares; 2025Q4: 18,480 shares; 2026Q1: 22,100 shares; 2026Q2: 22,297 shares 22,297 $454K 0.14% +197 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585 shares; 2024Q4: 1,585 shares; 2025Q1: 1,525 shares; 2025Q2: 1,480 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,322 shares; 2026Q2: 1,333 shares 1,333 $451K 0.14% +11 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY 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: 2,602 shares 2,602 $437K 0.14% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 589 shares 589 $426K 0.13% new 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: 6,462 shares; 2024Q4: 7,374 shares; 2025Q1: 7,607 shares; 2025Q2: 7,507 shares; 2025Q3: 7,630 shares; 2025Q4: 7,486 shares; 2026Q1: 6,993 shares; 2026Q2: 7,476 shares 7,476 $426K 0.13% +483 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: 368 shares; 2025Q1: 424 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 441 shares; 2026Q1: 419 shares; 2026Q2: 440 shares 440 $423K 0.13% +21 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: not reported; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 359 shares; 2026Q2: 358 shares 358 $421K 0.13% -1 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,627 shares; 2024Q4: 3,627 shares; 2025Q1: 3,627 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares; 2026Q1: 3,627 shares; 2026Q2: 3,627 shares 3,627 $400K 0.13% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,969 shares; 2024Q4: 20,616 shares; 2025Q1: 19,630 shares; 2025Q2: 17,917 shares; 2025Q3: 18,120 shares; 2025Q4: 17,349 shares; 2026Q1: 16,073 shares; 2026Q2: 16,183 shares 16,183 $390K 0.12% +110 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,217 shares; 2024Q4: 3,376 shares; 2025Q1: 3,858 shares; 2025Q2: 3,495 shares; 2025Q3: 3,545 shares; 2025Q4: 3,853 shares; 2026Q1: 5,177 shares; 2026Q2: 4,374 shares 4,374 $384K 0.12% -803 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,948 shares; 2024Q4: 4,961 shares; 2025Q1: 4,975 shares; 2025Q2: 4,990 shares; 2025Q3: 5,007 shares; 2025Q4: 5,025 shares; 2026Q1: 5,042 shares; 2026Q2: 4,924 shares 4,924 $369K 0.12% -118 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,550 shares; 2025Q2: 2,552 shares; 2025Q3: 2,555 shares; 2025Q4: 2,686 shares; 2026Q1: 2,690 shares; 2026Q2: 2,285 shares 2,285 $362K 0.11% -405 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: 3,909 shares; 2024Q4: 3,849 shares; 2025Q1: 3,861 shares; 2025Q2: 3,873 shares; 2025Q3: 3,886 shares; 2025Q4: 3,899 shares; 2026Q1: 3,910 shares; 2026Q2: 3,923 shares 3,923 $360K 0.11% +13 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,784 shares; 2024Q4: 1,659 shares; 2025Q1: 1,659 shares; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,659 shares; 2026Q1: 1,659 shares; 2026Q2: 1,659 shares 1,659 $359K 0.11% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,247 shares; 2025Q1: not reported; 2025Q2: 1,375 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: 1,884 shares; 2026Q2: 1,999 shares 1,999 $359K 0.11% +115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,319 shares; 2026Q2: 6,502 shares 6,502 $337K 0.11% +1,183 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: 351 shares; 2024Q4: 361 shares; 2025Q1: 411 shares; 2025Q2: 401 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 575 shares; 2026Q2: 591 shares 591 $333K 0.1% +16 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: 708 shares 708 $306K 0.1% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares; 2026Q2: 424 shares 424 $298K 0.09% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 601 shares 601 $298K 0.09% new 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: 2,598 shares; 2024Q4: 2,602 shares; 2025Q1: not reported; 2025Q2: 1,835 shares; 2025Q3: 1,839 shares; 2025Q4: 1,913 shares; 2026Q1: 1,846 shares; 2026Q2: 1,966 shares 1,966 $292K 0.09% +120 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,159 shares; 2024Q4: 3,231 shares; 2025Q1: 3,232 shares; 2025Q2: 2,001 shares; 2025Q3: 1,806 shares; 2025Q4: 1,810 shares; 2026Q1: 1,815 shares; 2026Q2: 1,820 shares 1,820 $291K 0.09% +5 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,010 shares; 2024Q4: 12,311 shares; 2025Q1: 10,107 shares; 2025Q2: 10,464 shares; 2025Q3: 10,491 shares; 2025Q4: 10,521 shares; 2026Q1: 13,531 shares; 2026Q2: 13,547 shares 13,547 $280K 0.09% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 826 shares; 2026Q2: 962 shares 962 $280K 0.09% +136 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,684 shares; 2025Q1: 1,690 shares; 2025Q2: 1,696 shares; 2025Q3: 1,704 shares; 2025Q4: 1,658 shares; 2026Q1: 1,658 shares; 2026Q2: 1,658 shares 1,658 $276K 0.09% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN 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: 632 shares; 2026Q1: 659 shares; 2026Q2: 734 shares 734 $266K 0.08% +75 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,879 shares; 2026Q1: 1,551 shares; 2026Q2: 1,554 shares 1,554 $263K 0.08% +3 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $257K 0.08% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,142 shares 1,142 $256K 0.08% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,142 shares 1,142 $252K 0.08% new 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: 2,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,591 shares 1,591 $252K 0.08% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 389 shares 389 $249K 0.08% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,886 shares; 2024Q4: 6,886 shares; 2025Q1: 5,765 shares; 2025Q2: 5,765 shares; 2025Q3: 5,125 shares; 2025Q4: 5,125 shares; 2026Q1: 4,938 shares; 2026Q2: 4,938 shares 4,938 $244K 0.08% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,919 shares 3,919 $237K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 343 shares 343 $236K 0.07% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 960 shares; 2026Q2: 961 shares 961 $228K 0.07% +1 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,712 shares; 2024Q4: 1,713 shares; 2025Q1: not reported; 2025Q2: 1,718 shares; 2025Q3: 1,819 shares; 2025Q4: 1,879 shares; 2026Q1: 1,863 shares; 2026Q2: 1,808 shares 1,808 $228K 0.07% -55 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,488 shares; 2026Q2: 7,559 shares 7,559 $227K 0.07% +71 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,004 shares 1,004 $224K 0.07% new Timeline BCTK BARON ETF TR More: the full row for BARON 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: 6,821 shares 6,821 $222K 0.07% new Timeline SHLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,562 shares 3,562 $213K 0.07% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 2,695 shares; 2025Q1: 1,776 shares; 2025Q2: 1,486 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 503 shares 503 $209K 0.07% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,090 shares 1,090 $207K 0.06% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: 2,866 shares; 2025Q4: 2,873 shares; 2026Q1: 2,881 shares; 2026Q2: 2,490 shares 2,490 $206K 0.06% -391 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,694 shares 1,694 $206K 0.06% new 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: 2,435 shares; 2024Q4: 3,467 shares; 2025Q1: 3,482 shares; 2025Q2: 3,498 shares; 2025Q3: 3,513 shares; 2025Q4: 3,142 shares; 2026Q1: 2,035 shares; 2026Q2: 1,730 shares 1,730 $203K 0.06% -305 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC 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: 10,553 shares; 2026Q2: 10,645 shares 10,645 $155K 0.05% +92 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $74.8K 0.02% 0 Timeline