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; 2024Q4: 1,763,862 shares; 2025Q1: 1,804,339 shares; 2025Q2: 1,850,958 shares; 2025Q3: 1,841,773 shares; 2025Q4: 1,715,952 shares; 2026Q1: 1,704,754 shares; 2026Q2: 1,694,633 shares; 2026Q3: 1,663,473 shares 1,663,473 $52.3M 21.87% -31,160 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,843 shares; 2025Q1: 111,964 shares; 2025Q2: 116,185 shares; 2025Q3: 121,473 shares; 2025Q4: 118,180 shares; 2026Q1: 121,493 shares; 2026Q2: 123,599 shares; 2026Q3: 123,970 shares 123,970 $43.6M 18.22% +371 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; 2024Q4: 72,761 shares; 2025Q1: 80,196 shares; 2025Q2: 84,856 shares; 2025Q3: 85,639 shares; 2025Q4: 84,697 shares; 2026Q1: 87,707 shares; 2026Q2: 92,772 shares; 2026Q3: 94,265 shares 94,265 $26.8M 11.2% +1,493 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,014,627 shares; 2025Q1: 999,788 shares; 2025Q2: 983,587 shares; 2025Q3: 982,483 shares; 2025Q4: 965,779 shares; 2026Q1: 962,569 shares; 2026Q2: 947,807 shares; 2026Q3: 942,022 shares 942,022 $25.9M 10.81% -5,785 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 848,440 shares; 2025Q1: 877,876 shares; 2025Q2: 881,334 shares; 2025Q3: 867,794 shares; 2025Q4: 808,258 shares; 2026Q1: 805,708 shares; 2026Q2: 794,508 shares; 2026Q3: 795,823 shares 795,823 $23.9M 9.97% +1,315 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 167,512 shares; 2025Q1: 161,142 shares; 2025Q2: 152,347 shares; 2025Q3: 171,189 shares; 2025Q4: 174,440 shares; 2026Q1: 180,800 shares; 2026Q2: 187,226 shares; 2026Q3: 197,582 shares 197,582 $19.1M 8% +10,356 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139 shares; 2025Q4: 27,370 shares; 2026Q1: 35,729 shares; 2026Q2: 47,256 shares; 2026Q3: 55,307 shares 55,307 $5.2M 2.17% +8,051 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,570 shares; 2025Q1: 5,570 shares; 2025Q2: 6,852 shares; 2025Q3: 6,842 shares; 2025Q4: 6,352 shares; 2026Q1: 6,352 shares; 2026Q2: 6,252 shares; 2026Q3: 6,195 shares 6,195 $4.74M 1.98% -57 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,349 shares; 2025Q1: 60,351 shares; 2025Q2: 59,616 shares; 2025Q3: 60,745 shares; 2025Q4: 58,133 shares; 2026Q1: 55,907 shares; 2026Q2: 54,336 shares; 2026Q3: 54,197 shares 54,197 $4.4M 1.84% -139 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,321 shares; 2025Q1: 24,393 shares; 2025Q2: 32,591 shares; 2025Q3: 32,453 shares; 2025Q4: 32,149 shares; 2026Q1: 32,125 shares; 2026Q2: 31,771 shares; 2026Q3: 31,689 shares 31,689 $4.31M 1.8% -82 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126,901 shares; 2025Q1: 126,179 shares; 2025Q2: 127,119 shares; 2025Q3: 126,784 shares; 2025Q4: 118,805 shares; 2026Q1: 118,002 shares; 2026Q2: 117,411 shares; 2026Q3: 116,665 shares 116,665 $3.81M 1.59% -746 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,251 shares; 2025Q1: 100,181 shares; 2025Q2: 97,407 shares; 2025Q3: 97,634 shares; 2025Q4: 97,383 shares; 2026Q1: 97,436 shares; 2026Q2: 95,236 shares; 2026Q3: 94,812 shares 94,812 $3.46M 1.44% -424 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,548 shares; 2025Q1: 9,089 shares; 2025Q2: 9,372 shares; 2025Q3: 9,268 shares; 2025Q4: 9,117 shares; 2026Q1: 8,733 shares; 2026Q2: 8,638 shares; 2026Q3: 8,921 shares 8,921 $2.97M 1.24% +283 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,449 shares; 2025Q1: 58,449 shares; 2025Q2: 58,449 shares; 2025Q3: 58,449 shares; 2025Q4: 58,449 shares; 2026Q1: 58,449 shares; 2026Q2: 73,799 shares; 2026Q3: 57,885 shares 57,885 $1.97M 0.82% -15,914 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,610 shares; 2025Q1: 19,610 shares; 2025Q2: 19,580 shares; 2025Q3: 19,580 shares; 2025Q4: 15,830 shares; 2026Q1: 15,710 shares; 2026Q2: 15,500 shares; 2026Q3: 15,400 shares 15,400 $1.11M 0.46% -100 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; 2024Q4: 6,281 shares; 2025Q1: 6,289 shares; 2025Q2: 13,696 shares; 2025Q3: 13,706 shares; 2025Q4: 13,251 shares; 2026Q1: 13,251 shares; 2026Q2: 13,205 shares; 2026Q3: 14,039 shares 14,039 $991K 0.41% +834 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,699 shares; 2025Q1: 45,632 shares; 2025Q2: 45,129 shares; 2025Q3: 42,969 shares; 2025Q4: 32,644 shares; 2026Q1: 32,231 shares; 2026Q2: 58,638 shares; 2026Q3: 28,777 shares 28,777 $959K 0.4% -29,861 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; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 434 shares; 2026Q3: 789 shares 789 $913K 0.38% +355 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,835 shares; 2025Q1: 32,045 shares; 2025Q2: 32,287 shares; 2025Q3: 32,502 shares; 2025Q4: 32,777 shares; 2026Q1: 33,002 shares; 2026Q2: 34,097 shares; 2026Q3: 34,437 shares 34,437 $691K 0.29% +340 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,099 shares; 2025Q1: 70,448 shares; 2025Q2: 70,448 shares; 2025Q3: 70,448 shares; 2025Q4: 70,448 shares; 2026Q1: 84,854 shares; 2026Q2: 84,854 shares; 2026Q3: 84,854 shares 84,854 $580K 0.24% 0 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; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,006 shares; 2026Q3: 1,006 shares 1,006 $541K 0.23% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,177 shares; 2025Q1: 509 shares; 2025Q2: 469 shares; 2025Q3: 470 shares; 2025Q4: 876 shares; 2026Q1: 1,051 shares; 2026Q2: 1,121 shares; 2026Q3: 1,036 shares 1,036 $531K 0.22% -85 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,355 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares; 2025Q4: 2,255 shares; 2026Q1: 2,255 shares; 2026Q2: 2,255 shares; 2026Q3: 2,255 shares 2,255 $515K 0.22% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 709 shares; 2025Q4: 7,092 shares; 2026Q1: 7,302 shares; 2026Q2: 7,332 shares; 2026Q3: 7,362 shares 7,362 $512K 0.21% +30 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,558 shares; 2025Q1: 4,008 shares; 2025Q2: 4,008 shares; 2025Q3: 4,008 shares; 2025Q4: 4,008 shares; 2026Q1: 3,528 shares; 2026Q2: 3,528 shares; 2026Q3: 3,528 shares 3,528 $502K 0.21% 0 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 338 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,218 shares; 2026Q3: 20,558 shares 20,558 $495K 0.21% +340 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; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 477 shares; 2026Q1: 402 shares; 2026Q2: 422 shares; 2026Q3: 487 shares 487 $443K 0.19% +65 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,387 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: 3,387 shares; 2026Q1: 3,387 shares; 2026Q2: 3,387 shares; 2026Q3: 3,387 shares 3,387 $440K 0.18% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,004 shares; 2025Q1: 5,004 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares; 2025Q4: 4,594 shares; 2026Q1: 4,294 shares; 2026Q2: 4,294 shares; 2026Q3: 3,969 shares 3,969 $438K 0.18% -325 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,526 shares; 2025Q1: 8,391 shares; 2025Q2: 8,391 shares; 2025Q3: 8,391 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,229 shares; 2026Q3: 19,229 shares 19,229 $436K 0.18% 0 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 11,025 shares; 2026Q1: 11,550 shares; 2026Q2: 17,520 shares; 2026Q3: 17,480 shares 17,480 $431K 0.18% -40 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; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 2,865 shares; 2026Q1: 2,923 shares; 2026Q2: 2,923 shares; 2026Q3: 2,923 shares 2,923 $425K 0.18% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,800 shares; 2025Q1: 6,740 shares; 2025Q2: 7,315 shares; 2025Q3: 8,495 shares; 2025Q4: 8,495 shares; 2026Q1: 8,495 shares; 2026Q2: 15,385 shares; 2026Q3: 15,645 shares 15,645 $377K 0.16% +260 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 1,593 shares; 2025Q3: 260 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,517 shares 1,517 $346K 0.14% new Timeline PPA 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; 2024Q4: 2,145 shares; 2025Q1: 2,145 shares; 2025Q2: 2,145 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 2,145 shares; 2026Q2: 2,145 shares; 2026Q3: 2,145 shares 2,145 $332K 0.14% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 882 shares; 2025Q3: 953 shares; 2025Q4: 939 shares; 2026Q1: 939 shares; 2026Q2: 925 shares; 2026Q3: 925 shares 925 $328K 0.14% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,960 shares; 2025Q1: 5,140 shares; 2025Q2: 5,140 shares; 2025Q3: 5,140 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,139 shares; 2026Q3: 13,139 shares 13,139 $328K 0.14% 0 Timeline IBCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,555 shares; 2026Q3: 13,440 shares 13,440 $318K 0.13% +885 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares; 2026Q2: 2,099 shares; 2026Q3: 2,489 shares 2,489 $315K 0.13% +390 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 290 shares; 2025Q1: 300 shares; 2025Q2: 236 shares; 2025Q3: 4,851 shares; 2025Q4: 4,851 shares; 2026Q1: 4,851 shares; 2026Q2: 4,851 shares; 2026Q3: 4,801 shares 4,801 $296K 0.12% -50 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,870 shares; 2025Q1: 5,870 shares; 2025Q2: 5,870 shares; 2025Q3: not reported; 2025Q4: 8,140 shares; 2026Q1: 8,140 shares; 2026Q2: 11,210 shares; 2026Q3: 11,210 shares 11,210 $274K 0.11% 0 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; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 368 shares; 2026Q3: 341 shares 341 $260K 0.11% -27 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,926 shares; 2025Q1: 1,928 shares; 2025Q2: 1,930 shares; 2025Q3: 1,786 shares; 2025Q4: 1,788 shares; 2026Q1: 1,790 shares; 2026Q2: 1,793 shares; 2026Q3: 1,796 shares 1,796 $257K 0.11% +3 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; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 147 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 216 shares; 2026Q3: 228 shares 228 $243K 0.1% +12 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 703 shares; 2026Q3: 685 shares 685 $241K 0.1% -18 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 7,530 shares; 2025Q3: 7,530 shares; 2025Q4: 7,530 shares; 2026Q1: 7,530 shares; 2026Q2: 7,530 shares; 2026Q3: 7,530 shares 7,530 $230K 0.1% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 792 shares 792 $227K 0.09% new 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; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: not reported; 2026Q2: 607 shares; 2026Q3: 607 shares 607 $227K 0.09% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,159 shares; 2025Q1: 4,159 shares; 2025Q2: 2,659 shares; 2025Q3: 2,659 shares; 2025Q4: 2,659 shares; 2026Q1: 2,659 shares; 2026Q2: 2,659 shares; 2026Q3: 2,659 shares 2,659 $227K 0.09% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,850 shares; 2025Q1: 6,850 shares; 2025Q2: 6,850 shares; 2025Q3: 6,850 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,385 shares; 2026Q3: 10,385 shares 10,385 $220K 0.09% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 161 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 351 shares 351 $215K 0.09% new Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 277 shares; 2025Q1: 451 shares; 2025Q2: 452 shares; 2025Q3: 454 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 611 shares; 2026Q3: 613 shares 613 $206K 0.09% +2 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 302 shares 302 $203K 0.08% new 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; 2024Q4: 228 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,608 shares 1,608 $202K 0.08% new Timeline