SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,819,897 shares; 2024Q4: 5,877,555 shares; 2025Q1: 6,181,603 shares; 2025Q2: 6,335,445 shares; 2025Q3: 6,464,641 shares; 2025Q4: 7,128,362 shares; 2026Q1: 7,583,229 shares; 2026Q2: 7,904,940 shares 7,904,940 $233M 19.74% +321,711 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: 854,717 shares; 2024Q4: 1,045,411 shares; 2025Q1: 1,221,149 shares; 2025Q2: 1,252,494 shares; 2025Q3: 1,252,591 shares; 2025Q4: 1,431,087 shares; 2026Q1: 1,502,484 shares; 2026Q2: 1,555,850 shares 1,555,850 $111M 9.4% +53,366 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656,631 shares; 2024Q4: 718,732 shares; 2025Q1: 758,179 shares; 2025Q2: 788,502 shares; 2025Q3: 815,693 shares; 2025Q4: 881,142 shares; 2026Q1: 986,016 shares; 2026Q2: 1,139,709 shares 1,139,709 $90.1M 7.64% +153,693 Timeline SCHZ 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: 1,157,306 shares; 2024Q4: 2,474,865 shares; 2025Q1: 2,534,350 shares; 2025Q2: 2,608,946 shares; 2025Q3: 2,717,842 shares; 2025Q4: 2,943,613 shares; 2026Q1: 3,320,799 shares; 2026Q2: 3,855,498 shares 3,855,498 $89.2M 7.57% +534,699 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427,902 shares; 2024Q4: 1,045,716 shares; 2025Q1: 1,216,608 shares; 2025Q2: 1,273,785 shares; 2025Q3: 1,314,841 shares; 2025Q4: 1,358,196 shares; 2026Q1: 1,406,465 shares; 2026Q2: 1,442,916 shares 1,442,916 $52.1M 4.42% +36,451 Timeline SCHP 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: 551,434 shares; 2024Q4: 1,182,843 shares; 2025Q1: 1,235,816 shares; 2025Q2: 1,246,241 shares; 2025Q3: 1,280,996 shares; 2025Q4: 1,362,638 shares; 2026Q1: 1,485,989 shares; 2026Q2: 1,664,512 shares 1,664,512 $44.1M 3.74% +178,523 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: 195,732 shares; 2024Q4: 189,301 shares; 2025Q1: 190,076 shares; 2025Q2: 190,134 shares; 2025Q3: 168,762 shares; 2025Q4: 169,034 shares; 2026Q1: 169,892 shares; 2026Q2: 173,525 shares 173,525 $41.1M 3.48% +3,633 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 829,145 shares; 2024Q4: 865,052 shares; 2025Q1: 897,362 shares; 2025Q2: 921,354 shares; 2025Q3: 947,648 shares; 2025Q4: 999,230 shares; 2026Q1: 1,118,505 shares; 2026Q2: 1,251,852 shares 1,251,852 $29.3M 2.49% +133,347 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: 213,463 shares; 2024Q4: 225,884 shares; 2025Q1: 234,302 shares; 2025Q2: 242,827 shares; 2025Q3: 249,550 shares; 2025Q4: 268,176 shares; 2026Q1: 277,909 shares; 2026Q2: 293,410 shares 293,410 $28.3M 2.4% +15,501 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: 50,669 shares; 2024Q4: 48,057 shares; 2025Q1: 47,921 shares; 2025Q2: 48,991 shares; 2025Q3: 47,792 shares; 2025Q4: 47,530 shares; 2026Q1: 50,004 shares; 2026Q2: 322,697 shares 322,697 $27.8M 2.36% +272,693 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: 25,275 shares; 2024Q4: 27,538 shares; 2025Q1: 32,177 shares; 2025Q2: 32,314 shares; 2025Q3: 30,389 shares; 2025Q4: 30,751 shares; 2026Q1: 33,527 shares; 2026Q2: 36,803 shares 36,803 $25.3M 2.14% +3,276 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,738 shares; 2026Q2: 333,308 shares 333,308 $25.2M 2.14% +287,570 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: 84,424 shares; 2024Q4: 82,747 shares; 2025Q1: 86,995 shares; 2025Q2: 88,416 shares; 2025Q3: 82,764 shares; 2025Q4: 79,308 shares; 2026Q1: 78,747 shares; 2026Q2: 77,283 shares 77,283 $23.4M 1.99% -1,464 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: 153,322 shares; 2024Q4: 147,056 shares; 2025Q1: 153,364 shares; 2025Q2: 158,884 shares; 2025Q3: 157,585 shares; 2025Q4: 160,664 shares; 2026Q1: 163,758 shares; 2026Q2: 845,826 shares 845,826 $23.2M 1.97% +682,068 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: 291,168 shares; 2024Q4: 307,326 shares; 2025Q1: 315,060 shares; 2025Q2: 323,109 shares; 2025Q3: 318,487 shares; 2025Q4: 336,226 shares; 2026Q1: 355,213 shares; 2026Q2: 374,418 shares 374,418 $22.3M 1.9% +19,205 Timeline SCHD 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: 389,284 shares; 2024Q4: 1,117,507 shares; 2025Q1: 1,096,815 shares; 2025Q2: 1,093,224 shares; 2025Q3: 895,049 shares; 2025Q4: 688,647 shares; 2026Q1: 627,560 shares; 2026Q2: 585,877 shares 585,877 $18.6M 1.58% -41,683 Timeline SPYM 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: 232,140 shares; 2024Q4: 232,688 shares; 2025Q1: 228,289 shares; 2025Q2: 236,761 shares; 2025Q3: 187,241 shares; 2025Q4: 184,821 shares; 2026Q1: 182,167 shares; 2026Q2: 177,517 shares 177,517 $15.6M 1.32% -4,650 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: 43,206 shares; 2024Q4: 40,949 shares; 2025Q1: 40,426 shares; 2025Q2: 40,320 shares; 2025Q3: 47,229 shares; 2025Q4: 46,556 shares; 2026Q1: 46,415 shares; 2026Q2: 46,344 shares 46,344 $13.4M 1.14% -71 Timeline VBR 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: 45,176 shares; 2024Q4: 41,764 shares; 2025Q1: 41,037 shares; 2025Q2: 41,069 shares; 2025Q3: 39,739 shares; 2025Q4: 46,926 shares; 2026Q1: 51,755 shares; 2026Q2: 52,563 shares 52,563 $12.8M 1.08% +808 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: 112,230 shares; 2024Q4: 107,061 shares; 2025Q1: 104,824 shares; 2025Q2: 103,155 shares; 2025Q3: 100,143 shares; 2025Q4: 111,699 shares; 2026Q1: 116,668 shares; 2026Q2: 118,373 shares 118,373 $11.1M 0.94% +1,705 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,149 shares; 2024Q4: 314,448 shares; 2025Q1: 320,278 shares; 2025Q2: 365,745 shares; 2025Q3: 342,528 shares; 2025Q4: 349,901 shares; 2026Q1: 351,769 shares; 2026Q2: 374,000 shares 374,000 $10.4M 0.88% +22,231 Timeline BIL 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: 81,450 shares; 2024Q4: 114,552 shares; 2025Q1: 167,482 shares; 2025Q2: 168,842 shares; 2025Q3: 154,318 shares; 2025Q4: 187,939 shares; 2026Q1: 150,164 shares; 2026Q2: 108,193 shares 108,193 $9.91M 0.84% -41,971 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,363 shares; 2024Q4: 11,515 shares; 2025Q1: 11,697 shares; 2025Q2: 20,149 shares; 2025Q3: 20,149 shares; 2025Q4: 20,265 shares; 2026Q1: 21,297 shares; 2026Q2: 21,436 shares 21,436 $7.37M 0.63% +139 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; 2024Q3: 104,081 shares; 2024Q4: 273,350 shares; 2025Q1: 229,516 shares; 2025Q2: 225,594 shares; 2025Q3: 214,879 shares; 2025Q4: 209,566 shares; 2026Q1: 205,227 shares; 2026Q2: 196,201 shares 196,201 $7.23M 0.61% -9,026 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,861 shares; 2024Q4: 101,474 shares; 2025Q1: 96,724 shares; 2025Q2: 79,737 shares; 2025Q3: 75,638 shares; 2025Q4: 70,988 shares; 2026Q1: 72,734 shares; 2026Q2: 72,757 shares 72,757 $6.71M 0.57% +23 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: 17,503 shares; 2024Q4: 16,976 shares; 2025Q1: 16,041 shares; 2025Q2: 14,934 shares; 2025Q3: 29,797 shares; 2025Q4: 30,910 shares; 2026Q1: 31,264 shares; 2026Q2: 31,007 shares 31,007 $6.2M 0.53% -257 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; 2024Q3: 186,217 shares; 2024Q4: 180,128 shares; 2025Q1: 180,405 shares; 2025Q2: 185,129 shares; 2025Q3: 148,117 shares; 2025Q4: 146,975 shares; 2026Q1: 142,869 shares; 2026Q2: 140,532 shares 140,532 $5.1M 0.43% -2,337 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,514 shares; 2024Q4: 215,234 shares; 2025Q1: 216,788 shares; 2025Q2: 233,941 shares; 2025Q3: 229,991 shares; 2025Q4: 245,697 shares; 2026Q1: 253,967 shares; 2026Q2: 50,179 shares 50,179 $5.05M 0.43% -203,788 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: 4,806 shares; 2024Q4: 4,949 shares; 2025Q1: 4,949 shares; 2025Q2: 4,949 shares; 2025Q3: 6,355 shares; 2025Q4: 6,317 shares; 2026Q1: 6,317 shares; 2026Q2: 6,288 shares 6,288 $4.71M 0.4% -29 Timeline VOE 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: 46,203 shares; 2024Q4: 38,926 shares; 2025Q1: 31,130 shares; 2025Q2: 30,524 shares; 2025Q3: 23,650 shares; 2025Q4: 23,292 shares; 2026Q1: 23,318 shares; 2026Q2: 22,818 shares 22,818 $4.51M 0.38% -500 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: 66,132 shares; 2024Q4: 50,955 shares; 2025Q1: 31,046 shares; 2025Q2: 30,578 shares; 2025Q3: 29,888 shares; 2025Q4: 29,276 shares; 2026Q1: 28,653 shares; 2026Q2: 28,631 shares 28,631 $4.42M 0.37% -22 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: 16,428 shares; 2024Q4: 16,338 shares; 2025Q1: 16,634 shares; 2025Q2: 17,596 shares; 2025Q3: 16,804 shares; 2025Q4: 16,828 shares; 2026Q1: 11,624 shares; 2026Q2: 11,197 shares 11,197 $4.14M 0.35% -427 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,565 shares; 2024Q4: 39,755 shares; 2025Q1: 37,378 shares; 2025Q2: 78,075 shares; 2025Q3: 70,900 shares; 2025Q4: 70,903 shares; 2026Q1: 70,903 shares; 2026Q2: 68,806 shares 68,806 $3.97M 0.34% -2,097 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,567 shares; 2024Q4: 29,167 shares; 2025Q1: 29,167 shares; 2025Q2: 29,167 shares; 2025Q3: 29,167 shares; 2025Q4: 29,167 shares; 2026Q1: 28,825 shares; 2026Q2: 28,825 shares 28,825 $3.96M 0.34% 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; 2024Q3: 3,324 shares; 2024Q4: 3,324 shares; 2025Q1: 3,324 shares; 2025Q2: 3,325 shares; 2025Q3: 3,324 shares; 2025Q4: 3,326 shares; 2026Q1: 4,549 shares; 2026Q2: 4,553 shares 4,553 $3.4M 0.29% +4 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,193 shares; 2024Q4: 29,290 shares; 2025Q1: 27,845 shares; 2025Q2: 27,840 shares; 2025Q3: 21,721 shares; 2025Q4: 21,513 shares; 2026Q1: 21,513 shares; 2026Q2: 21,513 shares 21,513 $3.4M 0.29% 0 Timeline SCHG 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: 40,476 shares; 2024Q4: 161,889 shares; 2025Q1: 166,889 shares; 2025Q2: 169,889 shares; 2025Q3: 94,766 shares; 2025Q4: 94,077 shares; 2026Q1: 95,838 shares; 2026Q2: 94,045 shares 94,045 $3.18M 0.27% -1,793 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: 58,030 shares; 2024Q4: 58,030 shares; 2025Q1: 56,644 shares; 2025Q2: 56,644 shares; 2025Q3: 40,930 shares; 2025Q4: 40,858 shares; 2026Q1: 40,435 shares; 2026Q2: 40,174 shares 40,174 $3.04M 0.26% -261 Timeline SPMD 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: 49,374 shares; 2024Q4: 48,059 shares; 2025Q1: 45,711 shares; 2025Q2: 44,891 shares; 2025Q3: 44,891 shares; 2025Q4: 44,891 shares; 2026Q1: 44,173 shares; 2026Q2: 43,219 shares 43,219 $2.92M 0.25% -954 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: 8,642 shares; 2024Q4: 7,976 shares; 2025Q1: 7,760 shares; 2025Q2: 7,723 shares; 2025Q3: 7,782 shares; 2025Q4: 7,782 shares; 2026Q1: 7,757 shares; 2026Q2: 7,698 shares 7,698 $2.87M 0.24% -59 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: 62,389 shares; 2024Q4: 57,240 shares; 2025Q1: 57,568 shares; 2025Q2: 57,568 shares; 2025Q3: 57,568 shares; 2025Q4: 57,563 shares; 2026Q1: 57,563 shares; 2026Q2: 56,817 shares 56,817 $2.86M 0.24% -746 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: 7,937 shares; 2024Q4: 7,447 shares; 2025Q1: 7,277 shares; 2025Q2: 7,247 shares; 2025Q3: 8,825 shares; 2025Q4: 7,724 shares; 2026Q1: 7,724 shares; 2026Q2: 7,724 shares 7,724 $2.73M 0.23% 0 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: 6,993 shares; 2024Q4: 7,029 shares; 2025Q1: 7,029 shares; 2025Q2: 7,002 shares; 2025Q3: 8,396 shares; 2025Q4: 7,270 shares; 2026Q1: 7,456 shares; 2026Q2: 7,465 shares 7,465 $2.67M 0.23% +9 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: 19,537 shares; 2024Q4: 18,251 shares; 2025Q1: 18,370 shares; 2025Q2: 17,620 shares; 2025Q3: 17,620 shares; 2025Q4: 17,306 shares; 2026Q1: 17,145 shares; 2026Q2: 16,965 shares 16,965 $2.52M 0.21% -180 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,467 shares; 2024Q4: 73,033 shares; 2025Q1: 73,206 shares; 2025Q2: 73,272 shares; 2025Q3: 73,691 shares; 2025Q4: 122,713 shares; 2026Q1: 121,210 shares; 2026Q2: 121,210 shares 121,210 $2.47M 0.21% 0 Timeline SCHC 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: 106,724 shares; 2024Q4: 94,392 shares; 2025Q1: 78,877 shares; 2025Q2: 78,822 shares; 2025Q3: 50,413 shares; 2025Q4: 50,207 shares; 2026Q1: 49,847 shares; 2026Q2: 49,803 shares 49,803 $2.4M 0.2% -44 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: 35,239 shares; 2024Q4: 32,429 shares; 2025Q1: 32,340 shares; 2025Q2: 32,340 shares; 2025Q3: 32,340 shares; 2025Q4: 32,734 shares; 2026Q1: 31,039 shares; 2026Q2: 31,039 shares 31,039 $2.39M 0.2% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,465 shares; 2024Q4: 90,550 shares; 2025Q1: 90,712 shares; 2025Q2: 89,404 shares; 2025Q3: 84,332 shares; 2025Q4: 134,985 shares; 2026Q1: 124,271 shares; 2026Q2: 120,635 shares 120,635 $2.36M 0.2% -3,636 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,797 shares; 2024Q4: 47,441 shares; 2025Q1: 48,213 shares; 2025Q2: 48,454 shares; 2025Q3: 48,134 shares; 2025Q4: 48,134 shares; 2026Q1: 48,134 shares; 2026Q2: 47,810 shares 47,810 $2.27M 0.19% -324 Timeline SPEM 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: 48,860 shares; 2024Q4: 49,528 shares; 2025Q1: 46,680 shares; 2025Q2: 44,904 shares; 2025Q3: 44,797 shares; 2025Q4: 43,737 shares; 2026Q1: 43,737 shares; 2026Q2: 42,924 shares 42,924 $2.22M 0.19% -813 Timeline SCHK 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: 30,504 shares; 2024Q4: 61,008 shares; 2025Q1: 61,008 shares; 2025Q2: 61,008 shares; 2025Q3: 61,008 shares; 2025Q4: 61,009 shares; 2026Q1: 61,008 shares; 2026Q2: 61,008 shares 61,008 $2.2M 0.19% 0 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: 7,477 shares; 2024Q4: 7,616 shares; 2025Q1: 7,574 shares; 2025Q2: 7,564 shares; 2025Q3: 11,099 shares; 2025Q4: 9,183 shares; 2026Q1: 9,155 shares; 2026Q2: 9,155 shares 9,155 $2.18M 0.19% 0 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: 2,826 shares; 2024Q4: not reported; 2025Q1: 2,826 shares; 2025Q2: not reported; 2025Q3: 2,921 shares; 2025Q4: 2,918 shares; 2026Q1: 2,917 shares; 2026Q2: 2,918 shares 2,918 $2.15M 0.18% +1 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: 10,171 shares; 2024Q4: 9,301 shares; 2025Q1: 9,301 shares; 2025Q2: 9,301 shares; 2025Q3: 9,301 shares; 2025Q4: 9,301 shares; 2026Q1: 9,199 shares; 2026Q2: 9,199 shares 9,199 $2.09M 0.18% 0 Timeline SCHH 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: 119,300 shares; 2024Q4: 113,032 shares; 2025Q1: 116,933 shares; 2025Q2: 121,679 shares; 2025Q3: 67,418 shares; 2025Q4: 72,728 shares; 2026Q1: 85,232 shares; 2026Q2: 87,755 shares 87,755 $2.08M 0.18% +2,523 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,969 shares; 2024Q4: 34,355 shares; 2025Q1: 33,002 shares; 2025Q2: 31,605 shares; 2025Q3: 30,278 shares; 2025Q4: 30,278 shares; 2026Q1: 29,852 shares; 2026Q2: 30,337 shares 30,337 $2.02M 0.17% +485 Timeline SCHY 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: 309,856 shares; 2024Q4: 199,674 shares; 2025Q1: 70,946 shares; 2025Q2: 69,055 shares; 2025Q3: 67,899 shares; 2025Q4: 64,448 shares; 2026Q1: 59,782 shares; 2026Q2: 59,034 shares 59,034 $1.87M 0.16% -748 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,020 shares; 2024Q4: 36,413 shares; 2025Q1: 37,822 shares; 2025Q2: 38,077 shares; 2025Q3: 38,077 shares; 2025Q4: 108,371 shares; 2026Q1: 111,320 shares; 2026Q2: 111,320 shares 111,320 $1.85M 0.16% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,582 shares; 2024Q4: 1,584 shares; 2025Q1: 1,582 shares; 2025Q2: 1,582 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares; 2026Q2: 1,706 shares 1,706 $1.82M 0.15% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,148 shares; 2024Q4: 15,458 shares; 2025Q1: 15,458 shares; 2025Q2: 14,163 shares; 2025Q3: 16,541 shares; 2025Q4: 16,390 shares; 2026Q1: 16,342 shares; 2026Q2: 16,376 shares 16,376 $1.81M 0.15% +34 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: 4,675 shares; 2024Q4: 4,262 shares; 2025Q1: 4,605 shares; 2025Q2: 4,610 shares; 2025Q3: 4,958 shares; 2025Q4: 4,972 shares; 2026Q1: 4,982 shares; 2026Q2: 4,915 shares 4,915 $1.61M 0.14% -67 Timeline BILS 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: 12,101 shares; 2024Q4: 8,203 shares; 2025Q1: 8,225 shares; 2025Q2: 5,363 shares; 2025Q3: 10,452 shares; 2025Q4: 28,225 shares; 2026Q1: 16,376 shares; 2026Q2: 15,314 shares 15,314 $1.52M 0.13% -1,062 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,394 shares; 2024Q4: 13,261 shares; 2025Q1: 13,272 shares; 2025Q2: 14,782 shares; 2025Q3: 15,063 shares; 2025Q4: 14,803 shares; 2026Q1: 14,688 shares; 2026Q2: 15,289 shares 15,289 $1.51M 0.13% +601 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,809 shares; 2024Q4: 3,809 shares; 2025Q1: 3,809 shares; 2025Q2: 3,809 shares; 2025Q3: 3,816 shares; 2025Q4: 7,618 shares; 2026Q1: 7,618 shares; 2026Q2: 7,618 shares 7,618 $1.45M 0.12% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,881 shares; 2024Q4: 6,602 shares; 2025Q1: 6,227 shares; 2025Q2: 6,433 shares; 2025Q3: 6,434 shares; 2025Q4: 6,481 shares; 2026Q1: 6,480 shares; 2026Q2: 6,480 shares 6,480 $1.41M 0.12% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,861 shares; 2024Q4: 5,742 shares; 2025Q1: 5,491 shares; 2025Q2: 5,100 shares; 2025Q3: 4,707 shares; 2025Q4: 4,479 shares; 2026Q1: 4,479 shares; 2026Q2: 4,479 shares 4,479 $1.4M 0.12% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,617 shares; 2024Q4: 15,617 shares; 2025Q1: 15,617 shares; 2025Q2: 15,617 shares; 2025Q3: 15,617 shares; 2025Q4: 15,617 shares; 2026Q1: 16,683 shares; 2026Q2: 16,683 shares 16,683 $1.4M 0.12% 0 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: 3,728 shares; 2024Q4: 3,734 shares; 2025Q1: 3,748 shares; 2025Q2: 3,579 shares; 2025Q3: 3,642 shares; 2025Q4: 3,569 shares; 2026Q1: 3,648 shares; 2026Q2: 3,653 shares 3,653 $1.38M 0.12% +5 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254 shares; 2024Q4: 1,267 shares; 2025Q1: 1,267 shares; 2025Q2: 1,267 shares; 2025Q3: 2,415 shares; 2025Q4: 2,372 shares; 2026Q1: 2,407 shares; 2026Q2: 2,380 shares 2,380 $1.34M 0.11% -27 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: 9,844 shares; 2024Q4: 9,224 shares; 2025Q1: 8,699 shares; 2025Q2: 8,699 shares; 2025Q3: 8,699 shares; 2025Q4: 8,699 shares; 2026Q1: 8,434 shares; 2026Q2: 8,039 shares 8,039 $1.26M 0.11% -395 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,190 shares; 2024Q4: 28,481 shares; 2025Q1: 28,481 shares; 2025Q2: 28,481 shares; 2025Q3: 12,920 shares; 2025Q4: 12,846 shares; 2026Q1: 12,846 shares; 2026Q2: 13,853 shares 13,853 $1.22M 0.1% +1,007 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,364 shares; 2024Q4: 25,364 shares; 2025Q1: 25,364 shares; 2025Q2: 25,567 shares; 2025Q3: 25,543 shares; 2025Q4: 25,543 shares; 2026Q1: 25,543 shares; 2026Q2: 29,307 shares 29,307 $1.21M 0.1% +3,764 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: not reported; 2025Q3: 5,214 shares; 2025Q4: 5,839 shares; 2026Q1: 15,512 shares; 2026Q2: 15,226 shares 15,226 $1.21M 0.1% -286 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,267 shares; 2024Q4: 65,154 shares; 2025Q1: 63,539 shares; 2025Q2: 63,610 shares; 2025Q3: 63,684 shares; 2025Q4: 63,754 shares; 2026Q1: 63,754 shares; 2026Q2: 63,754 shares 63,754 $1.18M 0.1% 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: not reported; 2024Q4: 64 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,534 shares; 2025Q4: 1,535 shares; 2026Q1: 1,542 shares; 2026Q2: 1,545 shares 1,545 $1.18M 0.1% +3 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 714 shares; 2025Q3: 1,673 shares; 2025Q4: 16,700 shares; 2026Q1: 16,434 shares; 2026Q2: 16,466 shares 16,466 $1.18M 0.1% +32 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: 1,666 shares; 2024Q4: 1,732 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,375 shares; 2025Q4: 4,805 shares; 2026Q1: 2,352 shares; 2026Q2: 2,342 shares 2,342 $1.17M 0.1% -10 Timeline SPTS 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: 47,486 shares; 2024Q4: 69,267 shares; 2025Q1: 69,517 shares; 2025Q2: 43,657 shares; 2025Q3: 43,973 shares; 2025Q4: 44,422 shares; 2026Q1: 39,671 shares; 2026Q2: 39,979 shares 39,979 $1.16M 0.1% +308 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,106 shares; 2024Q4: 4,893 shares; 2025Q1: 4,893 shares; 2025Q2: 4,661 shares; 2025Q3: 4,359 shares; 2025Q4: 4,261 shares; 2026Q1: 4,261 shares; 2026Q2: 4,261 shares 4,261 $1.15M 0.1% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,714 shares; 2025Q4: 9,650 shares; 2026Q1: 9,654 shares; 2026Q2: 9,731 shares 9,731 $1.11M 0.09% +77 Timeline SPSB 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: 33,942 shares; 2024Q4: 34,401 shares; 2025Q1: 33,965 shares; 2025Q2: 31,675 shares; 2025Q3: 30,965 shares; 2025Q4: 32,313 shares; 2026Q1: 31,960 shares; 2026Q2: 36,698 shares 36,698 $1.1M 0.09% +4,738 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: 7,346 shares; 2024Q4: 7,078 shares; 2025Q1: 7,258 shares; 2025Q2: 7,009 shares; 2025Q3: 7,739 shares; 2025Q4: 7,469 shares; 2026Q1: 7,458 shares; 2026Q2: 8,026 shares 8,026 $1.1M 0.09% +568 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,381 shares; 2024Q4: 54,812 shares; 2025Q1: 54,975 shares; 2025Q2: 55,172 shares; 2025Q3: 55,527 shares; 2025Q4: 55,846 shares; 2026Q1: 55,169 shares; 2026Q2: 55,169 shares 55,169 $1.08M 0.09% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,482 shares; 2024Q4: 7,482 shares; 2025Q1: 7,521 shares; 2025Q2: 7,171 shares; 2025Q3: 6,879 shares; 2025Q4: 6,785 shares; 2026Q1: 4,447 shares; 2026Q2: 4,380 shares 4,380 $1.08M 0.09% -67 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,430 shares; 2024Q4: 3,610 shares; 2025Q1: 3,610 shares; 2025Q2: 3,610 shares; 2025Q3: 3,610 shares; 2025Q4: 3,610 shares; 2026Q1: 3,610 shares; 2026Q2: 3,666 shares 3,666 $1.07M 0.09% +56 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,776 shares; 2024Q4: 6,776 shares; 2025Q1: 6,776 shares; 2025Q2: 6,776 shares; 2025Q3: 3,211 shares; 2025Q4: 3,211 shares; 2026Q1: 3,211 shares; 2026Q2: 12,825 shares 12,825 $1.03M 0.09% +9,614 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,398 shares; 2024Q4: 9,398 shares; 2025Q1: 9,398 shares; 2025Q2: 9,398 shares; 2025Q3: 9,398 shares; 2025Q4: 9,398 shares; 2026Q1: 9,398 shares; 2026Q2: 9,576 shares 9,576 $1.01M 0.09% +178 Timeline VBCG VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,241 shares 13,241 $999K 0.08% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,071 shares; 2024Q4: 22,146 shares; 2025Q1: 22,401 shares; 2025Q2: 22,401 shares; 2025Q3: 16,292 shares; 2025Q4: 19,566 shares; 2026Q1: 19,463 shares; 2026Q2: 19,220 shares 19,220 $972K 0.08% -243 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,350 shares; 2024Q4: 6,350 shares; 2025Q1: 6,350 shares; 2025Q2: 6,350 shares; 2025Q3: 6,350 shares; 2025Q4: 6,350 shares; 2026Q1: 6,350 shares; 2026Q2: 6,350 shares 6,350 $938K 0.08% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,204 shares; 2024Q4: 2,204 shares; 2025Q1: 2,204 shares; 2025Q2: 2,204 shares; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares; 2026Q1: 2,205 shares; 2026Q2: 2,205 shares 2,205 $903K 0.08% 0 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: 2,575 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 2,441 shares; 2026Q2: 2,441 shares 2,441 $899K 0.08% 0 Timeline VBCD VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,377 shares 11,377 $859K 0.07% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,023 shares; 2024Q4: 18,909 shares; 2025Q1: 18,619 shares; 2025Q2: 18,619 shares; 2025Q3: 18,619 shares; 2025Q4: 18,619 shares; 2026Q1: 17,828 shares; 2026Q2: 17,713 shares 17,713 $845K 0.07% -115 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,134 shares; 2024Q4: 49,785 shares; 2025Q1: 33,250 shares; 2025Q2: 33,250 shares; 2025Q3: 32,706 shares; 2025Q4: 32,442 shares; 2026Q1: 32,442 shares; 2026Q2: 32,442 shares 32,442 $831K 0.07% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,862 shares; 2024Q4: 3,862 shares; 2025Q1: 9,912 shares; 2025Q2: 9,912 shares; 2025Q3: 9,912 shares; 2025Q4: 9,912 shares; 2026Q1: 9,912 shares; 2026Q2: 9,912 shares 9,912 $819K 0.07% 0 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: 2,048 shares; 2024Q4: 2,181 shares; 2025Q1: 2,181 shares; 2025Q2: 2,175 shares; 2025Q3: 2,902 shares; 2025Q4: 2,789 shares; 2026Q1: 2,700 shares; 2026Q2: 2,707 shares 2,707 $813K 0.07% +7 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares; 2026Q2: 1,280 shares 1,280 $812K 0.07% 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: 6,797 shares; 2024Q4: 6,863 shares; 2025Q1: 6,778 shares; 2025Q2: 6,652 shares; 2025Q3: 7,012 shares; 2025Q4: 7,014 shares; 2026Q1: 7,104 shares; 2026Q2: 7,104 shares 7,104 $805K 0.07% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,077 shares; 2024Q4: 37,128 shares; 2025Q1: 37,178 shares; 2025Q2: 37,231 shares; 2025Q3: 37,283 shares; 2025Q4: 48,925 shares; 2026Q1: 48,975 shares; 2026Q2: 48,975 shares 48,975 $802K 0.07% 0 Timeline VBCA VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,603 shares 10,603 $802K 0.07% new Timeline VBCI VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,579 shares 10,579 $801K 0.07% new Timeline VBCB VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,591 shares 10,591 $801K 0.07% new Timeline VBCF VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,561 shares 10,561 $799K 0.07% new 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: 6,457 shares; 2024Q4: 6,457 shares; 2025Q1: 6,457 shares; 2025Q2: 8,164 shares; 2025Q3: 8,182 shares; 2025Q4: 8,206 shares; 2026Q1: 8,206 shares; 2026Q2: 8,188 shares 8,188 $791K 0.07% -18 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,238 shares; 2024Q4: 4,625 shares; 2025Q1: 4,625 shares; 2025Q2: 4,625 shares; 2025Q3: 5,235 shares; 2025Q4: 5,235 shares; 2026Q1: 5,235 shares; 2026Q2: 5,235 shares 5,235 $786K 0.07% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 483 shares; 2025Q4: 458 shares; 2026Q1: 459 shares; 2026Q2: 462 shares 462 $784K 0.07% +3 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,903 shares; 2024Q4: 4,040 shares; 2025Q1: 3,720 shares; 2025Q2: 3,571 shares; 2025Q3: 3,400 shares; 2025Q4: 3,029 shares; 2026Q1: 2,497 shares; 2026Q2: 2,257 shares 2,257 $777K 0.07% -240 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: 853 shares; 2024Q4: 869 shares; 2025Q1: 881 shares; 2025Q2: 884 shares; 2025Q3: 1,808 shares; 2025Q4: 1,848 shares; 2026Q1: 1,854 shares; 2026Q2: 1,841 shares 1,841 $774K 0.07% -13 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,310 shares; 2025Q1: 3,915 shares; 2025Q2: 5,600 shares; 2025Q3: 6,140 shares; 2025Q4: 6,140 shares; 2026Q1: 6,140 shares; 2026Q2: 6,140 shares 6,140 $746K 0.06% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,651 shares; 2024Q4: 7,178 shares; 2025Q1: 7,166 shares; 2025Q2: 7,166 shares; 2025Q3: 7,229 shares; 2025Q4: 6,374 shares; 2026Q1: 6,293 shares; 2026Q2: 6,272 shares 6,272 $737K 0.06% -21 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: 3,417 shares; 2024Q4: 3,417 shares; 2025Q1: 3,417 shares; 2025Q2: 3,417 shares; 2025Q3: 3,418 shares; 2025Q4: 3,418 shares; 2026Q1: 3,417 shares; 2026Q2: 3,417 shares 3,417 $727K 0.06% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880 shares; 2024Q4: 1,884 shares; 2025Q1: 1,990 shares; 2025Q2: 1,975 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares; 2026Q1: 2,031 shares; 2026Q2: 2,031 shares 2,031 $716K 0.06% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,404 shares; 2025Q1: 3,404 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,443 shares; 2026Q1: 3,243 shares; 2026Q2: 3,236 shares 3,236 $707K 0.06% -7 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,904 shares; 2026Q1: 5,904 shares; 2026Q2: 5,900 shares 5,900 $693K 0.06% -4 Timeline XLG 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: 11,090 shares; 2024Q4: 11,090 shares; 2025Q1: 11,090 shares; 2025Q2: 11,090 shares; 2025Q3: 11,090 shares; 2025Q4: 11,090 shares; 2026Q1: 11,090 shares; 2026Q2: 11,090 shares 11,090 $679K 0.06% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 942 shares; 2024Q4: 944 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 941 shares; 2026Q1: 941 shares; 2026Q2: 941 shares 941 $671K 0.06% 0 Timeline SOXQ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,985 shares 5,985 $671K 0.06% new Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,743 shares; 2026Q2: 8,743 shares 8,743 $661K 0.06% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,115 shares; 2024Q4: 5,755 shares; 2025Q1: 5,727 shares; 2025Q2: 5,727 shares; 2025Q3: 5,727 shares; 2025Q4: 5,727 shares; 2026Q1: 5,692 shares; 2026Q2: 5,665 shares 5,665 $640K 0.05% -27 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,069 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,548 shares; 2026Q1: 4,679 shares; 2026Q2: 4,445 shares 4,445 $621K 0.05% -234 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,388 shares; 2024Q4: 2,426 shares; 2025Q1: 2,426 shares; 2025Q2: 2,426 shares; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares; 2026Q1: 2,791 shares; 2026Q2: 2,824 shares 2,824 $620K 0.05% +33 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: 2,387 shares; 2024Q4: 2,509 shares; 2025Q1: 2,659 shares; 2025Q2: 2,661 shares; 2025Q3: 2,579 shares; 2025Q4: 2,545 shares; 2026Q1: 2,532 shares; 2026Q2: 2,446 shares 2,446 $615K 0.05% -86 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: 2,833 shares; 2024Q4: 2,987 shares; 2025Q1: 2,895 shares; 2025Q2: 2,537 shares; 2025Q3: 2,631 shares; 2025Q4: 2,410 shares; 2026Q1: 2,409 shares; 2026Q2: 2,410 shares 2,410 $612K 0.05% +1 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,645 shares; 2024Q4: 1,645 shares; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares; 2026Q2: 1,645 shares 1,645 $602K 0.05% 0 Timeline SCYB 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: 1,005 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,331 shares; 2026Q1: not reported; 2026Q2: 22,226 shares 22,226 $582K 0.05% new Timeline VGK 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: 6,245 shares; 2024Q4: 6,245 shares; 2025Q1: 6,245 shares; 2025Q2: 6,245 shares; 2025Q3: 6,245 shares; 2025Q4: 6,245 shares; 2026Q1: 6,245 shares; 2026Q2: 6,245 shares 6,245 $553K 0.05% 0 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: 1,050 shares; 2024Q4: 1,068 shares; 2025Q1: 1,089 shares; 2025Q2: 1,269 shares; 2025Q3: 1,297 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares; 2026Q2: 1,295 shares 1,295 $552K 0.05% +4 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: 3,244 shares; 2024Q4: 3,244 shares; 2025Q1: 3,244 shares; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares; 2025Q4: 3,244 shares; 2026Q1: 3,244 shares; 2026Q2: 3,244 shares 3,244 $541K 0.05% 0 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: 3,938 shares; 2024Q4: 5,185 shares; 2025Q1: 4,209 shares; 2025Q2: 4,209 shares; 2025Q3: 4,209 shares; 2025Q4: 4,209 shares; 2026Q1: 4,209 shares; 2026Q2: 4,209 shares 4,209 $538K 0.05% 0 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,069 shares; 2024Q4: 10,024 shares; 2025Q1: 10,037 shares; 2025Q2: 10,037 shares; 2025Q3: 10,104 shares; 2025Q4: 10,082 shares; 2026Q1: 10,071 shares; 2026Q2: 11,795 shares 11,795 $521K 0.04% +1,724 Timeline VYMI 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: 21,420 shares; 2024Q4: 20,792 shares; 2025Q1: 20,792 shares; 2025Q2: 20,792 shares; 2025Q3: 5,446 shares; 2025Q4: 5,446 shares; 2026Q1: 5,395 shares; 2026Q2: 5,294 shares 5,294 $520K 0.04% -101 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: not reported; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,707 shares; 2026Q1: 2,707 shares; 2026Q2: 2,707 shares 2,707 $501K 0.04% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,907 shares; 2024Q4: 6,907 shares; 2025Q1: 6,907 shares; 2025Q2: 6,907 shares; 2025Q3: 6,766 shares; 2025Q4: 6,766 shares; 2026Q1: 6,097 shares; 2026Q2: 6,097 shares 6,097 $500K 0.04% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,806 shares; 2025Q1: 3,800 shares; 2025Q2: 4,343 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares; 2026Q1: 4,243 shares; 2026Q2: 4,243 shares 4,243 $499K 0.04% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,364 shares; 2024Q4: 1,366 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,347 shares; 2025Q4: 1,347 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares 1,347 $499K 0.04% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,000 shares; 2024Q4: 82,500 shares; 2025Q1: 82,500 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $489K 0.04% 0 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: 390 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 396 shares; 2026Q1: 406 shares; 2026Q2: 385 shares 385 $462K 0.04% -21 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: 3,546 shares; 2024Q4: 3,736 shares; 2025Q1: 3,736 shares; 2025Q2: 3,736 shares; 2025Q3: 5,001 shares; 2025Q4: 4,416 shares; 2026Q1: 4,410 shares; 2026Q2: 4,415 shares 4,415 $459K 0.04% +5 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,277 shares; 2024Q4: 3,278 shares; 2025Q1: 3,308 shares; 2025Q2: 3,309 shares; 2025Q3: 3,309 shares; 2025Q4: 3,310 shares; 2026Q1: 3,323 shares; 2026Q2: 3,324 shares 3,324 $454K 0.04% +1 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,504 shares; 2026Q1: 1,738 shares; 2026Q2: 1,738 shares 1,738 $444K 0.04% 0 Timeline SCHB 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: 40,740 shares; 2024Q4: 120,240 shares; 2025Q1: 106,240 shares; 2025Q2: 12,658 shares; 2025Q3: 13,301 shares; 2025Q4: 13,302 shares; 2026Q1: 14,196 shares; 2026Q2: 15,239 shares 15,239 $441K 0.04% +1,043 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,182 shares; 2025Q2: 1,175 shares; 2025Q3: 1,173 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,173 shares 1,173 $429K 0.04% -2 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,623 shares; 2025Q4: 2,468 shares; 2026Q1: 2,468 shares; 2026Q2: 2,468 shares 2,468 $417K 0.04% 0 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: 1,850 shares; 2024Q4: 1,206 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 1,026 shares; 2026Q2: 1,016 shares 1,016 $404K 0.03% -10 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,831 shares; 2024Q4: 11,580 shares; 2025Q1: 11,320 shares; 2025Q2: 11,181 shares; 2025Q3: 11,167 shares; 2025Q4: 11,195 shares; 2026Q1: 11,015 shares; 2026Q2: 10,850 shares 10,850 $402K 0.03% -165 Timeline FLRN 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: 27,874 shares; 2024Q4: 14,829 shares; 2025Q1: 9,928 shares; 2025Q2: 8,608 shares; 2025Q3: 8,608 shares; 2025Q4: 8,608 shares; 2026Q1: 12,759 shares; 2026Q2: 12,820 shares 12,820 $395K 0.03% +61 Timeline CAMX ADVISORS INNER CIRCLE FD More: the full row for ADVISORS INNER CIRCLE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,482 shares; 2024Q4: 11,482 shares; 2025Q1: 11,482 shares; 2025Q2: 11,482 shares; 2025Q3: 11,482 shares; 2025Q4: 11,482 shares; 2026Q1: 11,482 shares; 2026Q2: 11,482 shares 11,482 $392K 0.03% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $384K 0.03% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 763 shares; 2024Q4: 763 shares; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares; 2026Q2: 4,624 shares 4,624 $382K 0.03% +3,861 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: 2,032 shares; 2024Q4: 1,984 shares; 2025Q1: 1,969 shares; 2025Q2: 1,969 shares; 2025Q3: 1,969 shares; 2025Q4: 1,829 shares; 2026Q1: 1,829 shares; 2026Q2: 1,827 shares 1,827 $382K 0.03% -2 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $381K 0.03% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,537 shares; 2024Q4: 4,748 shares; 2025Q1: 6,359 shares; 2025Q2: 9,938 shares; 2025Q3: 6,721 shares; 2025Q4: 7,048 shares; 2026Q1: 7,002 shares; 2026Q2: 7,840 shares 7,840 $380K 0.03% +838 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: 1,501 shares; 2024Q4: 1,509 shares; 2025Q1: 1,563 shares; 2025Q2: 1,473 shares; 2025Q3: 1,383 shares; 2025Q4: 1,384 shares; 2026Q1: 1,385 shares; 2026Q2: 1,332 shares 1,332 $374K 0.03% -53 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 843 shares; 2026Q1: not reported; 2026Q2: 851 shares 851 $369K 0.03% 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: 509 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 500 shares 500 $362K 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,108 shares; 2024Q4: 11,432 shares; 2025Q1: 11,416 shares; 2025Q2: 11,416 shares; 2025Q3: 11,494 shares; 2025Q4: 11,281 shares; 2026Q1: 11,281 shares; 2026Q2: 11,281 shares 11,281 $361K 0.03% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,437 shares; 2024Q4: 1,439 shares; 2025Q1: 1,437 shares; 2025Q2: 1,437 shares; 2025Q3: 1,472 shares; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares; 2026Q2: 1,315 shares 1,315 $355K 0.03% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,609 shares; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,552 shares; 2026Q1: 1,469 shares; 2026Q2: 1,469 shares 1,469 $355K 0.03% 0 Timeline MTUM 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: 743 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,029 shares; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares; 2026Q2: 1,029 shares 1,029 $353K 0.03% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,979 shares; 2024Q4: 16,979 shares; 2025Q1: 16,979 shares; 2025Q2: 16,979 shares; 2025Q3: 16,979 shares; 2025Q4: 16,979 shares; 2026Q1: 14,979 shares; 2026Q2: 14,979 shares 14,979 $345K 0.03% 0 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: 1,522 shares; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 1,519 shares; 2026Q1: 1,519 shares; 2026Q2: 1,519 shares 1,519 $345K 0.03% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: 9,737 shares; 2025Q3: 9,737 shares; 2025Q4: 11,096 shares; 2026Q1: 8,063 shares; 2026Q2: 8,063 shares 8,063 $344K 0.03% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,897 shares; 2024Q4: 2,910 shares; 2025Q1: 2,893 shares; 2025Q2: 2,860 shares; 2025Q3: 2,968 shares; 2025Q4: 2,550 shares; 2026Q1: 2,448 shares; 2026Q2: 2,323 shares 2,323 $341K 0.03% -125 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,214 shares; 2024Q4: 804 shares; 2025Q1: 661 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 661 shares; 2026Q1: 661 shares; 2026Q2: 661 shares 661 $339K 0.03% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 2,238 shares 2,238 $338K 0.03% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 3,713 shares; 2025Q4: 3,713 shares; 2026Q1: 3,544 shares; 2026Q2: 3,544 shares 3,544 $337K 0.03% 0 Timeline FREL 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: 8,176 shares; 2024Q4: 11,131 shares; 2025Q1: 11,131 shares; 2025Q2: 11,131 shares; 2025Q3: 11,131 shares; 2025Q4: 11,131 shares; 2026Q1: 11,131 shares; 2026Q2: 11,131 shares 11,131 $326K 0.03% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,745 shares; 2024Q4: 2,745 shares; 2025Q1: 2,745 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,745 shares; 2026Q1: 2,745 shares; 2026Q2: 2,745 shares 2,745 $321K 0.03% 0 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,232 shares; 2025Q4: 14,232 shares; 2026Q1: 14,232 shares; 2026Q2: 14,232 shares 14,232 $312K 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,378 shares; 2026Q1: 1,644 shares; 2026Q2: 1,644 shares 1,644 $312K 0.03% 0 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,667 shares; 2024Q4: 1,067 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 867 shares; 2026Q1: 867 shares; 2026Q2: 867 shares 867 $310K 0.03% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,685 shares; 2024Q4: 12,685 shares; 2025Q1: 12,685 shares; 2025Q2: 12,685 shares; 2025Q3: 12,685 shares; 2025Q4: 12,685 shares; 2026Q1: 15,072 shares; 2026Q2: 15,072 shares 15,072 $309K 0.03% 0 Timeline SPIP 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: 12,156 shares; 2025Q1: 12,156 shares; 2025Q2: 12,125 shares; 2025Q3: 12,125 shares; 2025Q4: 12,125 shares; 2026Q1: 12,018 shares; 2026Q2: 12,018 shares 12,018 $309K 0.03% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,598 shares; 2024Q4: 3,598 shares; 2025Q1: 3,605 shares; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 3,598 shares; 2026Q1: 3,013 shares; 2026Q2: 3,013 shares 3,013 $308K 0.03% 0 Timeline VTP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 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 $304K 0.03% new 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: not reported; 2024Q4: 593 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,226 shares; 2026Q1: 1,227 shares; 2026Q2: 1,254 shares 1,254 $304K 0.03% +27 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 216 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $297K 0.03% 0 Timeline AIQ 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: 4,495 shares 4,495 $295K 0.03% new Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,506 shares; 2024Q4: 19,506 shares; 2025Q1: 19,506 shares; 2025Q2: 19,506 shares; 2025Q3: 3,681 shares; 2025Q4: 3,681 shares; 2026Q1: 3,681 shares; 2026Q2: 3,691 shares 3,691 $289K 0.02% +10 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 859 shares; 2026Q2: 859 shares 859 $285K 0.02% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,893 shares; 2025Q4: 2,893 shares; 2026Q1: 2,893 shares; 2026Q2: 2,893 shares 2,893 $277K 0.02% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,310 shares; 2024Q4: 10,310 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,725 shares; 2025Q4: 8,725 shares; 2026Q1: 8,725 shares; 2026Q2: 8,725 shares 8,725 $274K 0.02% 0 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: 612 shares; 2024Q4: 615 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 512 shares; 2026Q1: 526 shares; 2026Q2: 526 shares 526 $273K 0.02% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 795 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: 795 shares; 2026Q2: 795 shares 795 $269K 0.02% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,219 shares; 2025Q4: 1,219 shares; 2026Q1: 1,219 shares; 2026Q2: 1,219 shares 1,219 $267K 0.02% 0 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,586 shares; 2024Q4: 3,586 shares; 2025Q1: not reported; 2025Q2: 3,504 shares; 2025Q3: 3,504 shares; 2025Q4: 3,504 shares; 2026Q1: 3,498 shares; 2026Q2: 3,498 shares 3,498 $265K 0.02% 0 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,589 shares; 2026Q1: not reported; 2026Q2: 1,789 shares 1,789 $265K 0.02% new 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: 490 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 518 shares; 2026Q1: not reported; 2026Q2: 555 shares 555 $265K 0.02% new 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: 3,062 shares; 2024Q4: 2,862 shares; 2025Q1: 2,752 shares; 2025Q2: not reported; 2025Q3: 2,430 shares; 2025Q4: 2,062 shares; 2026Q1: 2,062 shares; 2026Q2: 2,062 shares 2,062 $265K 0.02% 0 Timeline SMH 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: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: not reported; 2026Q2: 400 shares 400 $262K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,046 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: not reported; 2026Q2: 694 shares 694 $259K 0.02% 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: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: not reported; 2025Q3: 671 shares; 2025Q4: 681 shares; 2026Q1: not reported; 2026Q2: 621 shares 621 $258K 0.02% new Timeline HY HYSTER-YALE INC More: the full row for HYSTER-YALE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,346 shares; 2024Q4: 7,346 shares; 2025Q1: 7,346 shares; 2025Q2: 7,346 shares; 2025Q3: 7,346 shares; 2025Q4: 7,346 shares; 2026Q1: 7,346 shares; 2026Q2: 7,346 shares 7,346 $258K 0.02% 0 Timeline PFFD 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: 75,500 shares; 2024Q4: 58,385 shares; 2025Q1: 53,474 shares; 2025Q2: 27,757 shares; 2025Q3: 19,170 shares; 2025Q4: 14,972 shares; 2026Q1: 14,972 shares; 2026Q2: 13,644 shares 13,644 $255K 0.02% -1,328 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,526 shares; 2024Q4: 2,506 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,431 shares; 2025Q4: 2,013 shares; 2026Q1: 2,013 shares; 2026Q2: 2,013 shares 2,013 $255K 0.02% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,310 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares; 2026Q1: 4,310 shares; 2026Q2: 4,310 shares 4,310 $254K 0.02% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,925 shares; 2024Q4: 1,961 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares; 2026Q1: 1,638 shares; 2026Q2: 1,638 shares 1,638 $249K 0.02% 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: 1,105 shares 1,105 $247K 0.02% 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: 1,105 shares 1,105 $244K 0.02% new Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,302 shares; 2024Q4: 10,302 shares; 2025Q1: 10,302 shares; 2025Q2: 10,302 shares; 2025Q3: 10,302 shares; 2025Q4: 10,302 shares; 2026Q1: 10,302 shares; 2026Q2: 10,302 shares 10,302 $243K 0.02% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970 shares; 2024Q4: 1,454 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares; 2026Q2: 1,135 shares 1,135 $239K 0.02% 0 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,207 shares; 2026Q1: 11,602 shares; 2026Q2: 11,602 shares 11,602 $237K 0.02% 0 Timeline IWV 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: 555 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: 555 shares 555 $237K 0.02% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,178 shares; 2024Q4: 2,178 shares; 2025Q1: 2,374 shares; 2025Q2: 2,319 shares; 2025Q3: 2,319 shares; 2025Q4: 2,319 shares; 2026Q1: 2,319 shares; 2026Q2: 2,119 shares 2,119 $236K 0.02% -200 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,440 shares; 2025Q1: not reported; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares; 2026Q2: 2,440 shares 2,440 $235K 0.02% 0 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: 3,088 shares; 2024Q4: 3,088 shares; 2025Q1: 3,088 shares; 2025Q2: 3,088 shares; 2025Q3: 3,318 shares; 2025Q4: 2,929 shares; 2026Q1: 2,929 shares; 2026Q2: 2,859 shares 2,859 $232K 0.02% -70 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 836 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $227K 0.02% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,816 shares; 2025Q4: 12,252 shares; 2026Q1: 12,290 shares; 2026Q2: 12,291 shares 12,291 $222K 0.02% +1 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,528 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,529 shares; 2026Q1: not reported; 2026Q2: 1,528 shares 1,528 $222K 0.02% new 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: 260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 249 shares; 2026Q1: not reported; 2026Q2: 189 shares 189 $222K 0.02% new 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: 1,504 shares; 2024Q4: 1,513 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,494 shares; 2026Q1: 1,494 shares; 2026Q2: 1,494 shares 1,494 $219K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,322 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,491 shares; 2026Q1: 2,491 shares; 2026Q2: 2,491 shares 2,491 $217K 0.02% 0 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: 2,467 shares; 2024Q4: 2,200 shares; 2025Q1: 2,111 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 1,591 shares; 2026Q1: 1,591 shares; 2026Q2: 1,591 shares 1,591 $215K 0.02% 0 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: 799 shares; 2024Q4: 529 shares; 2025Q1: 428 shares; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 428 shares; 2026Q2: 428 shares 428 $215K 0.02% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 588 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: not reported; 2026Q2: 609 shares 609 $209K 0.02% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 113 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares; 2026Q1: not reported; 2026Q2: 359 shares 359 $209K 0.02% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,177 shares; 2026Q1: 2,177 shares; 2026Q2: 2,177 shares 2,177 $207K 0.02% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,186 shares; 2024Q4: 5,710 shares; 2025Q1: 5,078 shares; 2025Q2: 4,355 shares; 2025Q3: 4,066 shares; 2025Q4: 4,104 shares; 2026Q1: 4,104 shares; 2026Q2: 4,104 shares 4,104 $206K 0.02% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 613 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: not reported; 2026Q2: 609 shares 609 $206K 0.02% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,608 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,458 shares 2,458 $205K 0.02% new Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $204K 0.02% 0 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: 26,990 shares; 2024Q4: 27,013 shares; 2025Q1: 23,574 shares; 2025Q2: 22,399 shares; 2025Q3: 17,924 shares; 2025Q4: 14,774 shares; 2026Q1: 14,239 shares; 2026Q2: 11,006 shares 11,006 $195K 0.02% -3,233 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 20,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,200 shares; 2025Q4: 25,200 shares; 2026Q1: 20,200 shares; 2026Q2: 20,200 shares 20,200 $119K 0.01% 0 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 65,000 shares; 2025Q1: 65,000 shares; 2025Q2: 83,000 shares; 2025Q3: 72,000 shares; 2025Q4: 65,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $21.6K <0.01% 0 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 18,683 shares 18,683 $12.7K <0.01% +8,683 Timeline Trinseo PLC Trinseo PLC More: the full row for Trinseo PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,605 shares; 2024Q4: 34,605 shares; 2025Q1: 44,605 shares; 2025Q2: 44,605 shares; 2025Q3: 44,605 shares; 2025Q4: 44,605 shares; 2026Q1: 44,605 shares; 2026Q2: 44,605 shares 44,605 $71 <0.01% 0 RWAX TAP REAL ESTATE TECHNOLOGIES, More: the full row for TAP REAL ESTATE TECHNOLOGIES, Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 129,875 shares; 2025Q1: 129,875 shares; 2025Q2: 129,875 shares; 2025Q3: 118,000 shares; 2025Q4: 185,350 shares; 2026Q1: 185,350 shares; 2026Q2: 183,875 shares 183,875 $37 <0.01% -1,475 Timeline GLOBAL BROKERAGE INC GLOBAL BROKERAGE INC More: the full row for GLOBAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares 16,000 $2 <0.01% 0