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: 971,122 shares; 2025Q1: 978,392 shares; 2025Q2: 973,882 shares; 2025Q3: 989,110 shares; 2025Q4: 982,599 shares; 2026Q1: 997,098 shares; 2026Q2: 1,022,094 shares; 2026Q3: 1,057,699 shares 1,057,699 $74.7M 5.38% +35,605 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; 2024Q4: 34,473 shares; 2025Q1: 149,556 shares; 2025Q2: 142,460 shares; 2025Q3: 146,988 shares; 2025Q4: 289,689 shares; 2026Q1: 298,302 shares; 2026Q2: 303,343 shares; 2026Q3: 308,224 shares 308,224 $60.3M 4.35% +4,881 Timeline VOT 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: 130,024 shares; 2025Q1: 131,694 shares; 2025Q2: 133,762 shares; 2025Q3: 135,832 shares; 2025Q4: 137,813 shares; 2026Q1: 142,518 shares; 2026Q2: 148,488 shares; 2026Q3: 156,923 shares 156,923 $45.8M 3.3% +8,435 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; 2024Q4: 181,834 shares; 2025Q1: 186,158 shares; 2025Q2: 191,367 shares; 2025Q3: 197,125 shares; 2025Q4: 203,452 shares; 2026Q1: 207,042 shares; 2026Q2: 214,735 shares; 2026Q3: 223,983 shares 223,983 $43.8M 3.16% +9,248 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 429,869 shares; 2025Q1: 446,411 shares; 2025Q2: 459,207 shares; 2025Q3: 472,029 shares; 2025Q4: 482,648 shares; 2026Q1: 494,697 shares; 2026Q2: 511,517 shares; 2026Q3: 534,904 shares 534,904 $41.4M 2.98% +23,387 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: 248,760 shares; 2025Q1: 242,368 shares; 2025Q2: 244,848 shares; 2025Q3: 246,145 shares; 2025Q4: 244,067 shares; 2026Q1: 250,792 shares; 2026Q2: 263,478 shares; 2026Q3: 269,693 shares 269,693 $38.4M 2.77% +6,215 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; 2024Q4: 49,870 shares; 2025Q1: 50,089 shares; 2025Q2: 50,626 shares; 2025Q3: 50,939 shares; 2025Q4: 48,948 shares; 2026Q1: 49,618 shares; 2026Q2: 50,025 shares; 2026Q3: 50,830 shares 50,830 $37.6M 2.71% +805 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 372,536 shares; 2025Q1: 380,983 shares; 2025Q2: 383,597 shares; 2025Q3: 400,141 shares; 2025Q4: 412,680 shares; 2026Q1: 430,249 shares; 2026Q2: 459,001 shares; 2026Q3: 502,520 shares 502,520 $35.3M 2.54% +43,519 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,034 shares; 2025Q1: 63,991 shares; 2025Q2: 64,431 shares; 2025Q3: 62,124 shares; 2025Q4: 52,930 shares; 2026Q1: 48,264 shares; 2026Q2: 43,371 shares; 2026Q3: 38,210 shares 38,210 $35.2M 2.54% -5,161 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 270,834 shares; 2025Q1: 275,653 shares; 2025Q2: 273,799 shares; 2025Q3: 281,536 shares; 2025Q4: 287,077 shares; 2026Q1: 297,884 shares; 2026Q2: 309,777 shares; 2026Q3: 335,041 shares 335,041 $34.9M 2.51% +25,264 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; 2024Q4: 456,532 shares; 2025Q1: 464,953 shares; 2025Q2: 473,251 shares; 2025Q3: 484,917 shares; 2025Q4: 488,836 shares; 2026Q1: 501,944 shares; 2026Q2: 519,852 shares; 2026Q3: 545,164 shares 545,164 $32.3M 2.33% +25,312 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: 111,172 shares; 2025Q1: 111,240 shares; 2025Q2: 114,596 shares; 2025Q3: 117,117 shares; 2025Q4: 119,699 shares; 2026Q1: 123,773 shares; 2026Q2: 132,262 shares; 2026Q3: 138,289 shares 138,289 $31.6M 2.28% +6,027 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; 2024Q4: 58,144 shares; 2025Q1: 98,010 shares; 2025Q2: 110,592 shares; 2025Q3: 119,927 shares; 2025Q4: 130,246 shares; 2026Q1: 138,864 shares; 2026Q2: 168,085 shares; 2026Q3: 175,100 shares 175,100 $29.5M 2.13% +7,015 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 301,936 shares; 2025Q1: 125,001 shares; 2025Q2: 181,869 shares; 2025Q3: 239,634 shares; 2025Q4: 271,845 shares; 2026Q1: 291,229 shares; 2026Q2: 328,412 shares; 2026Q3: 368,959 shares 368,959 $28.2M 2.03% +40,547 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 258,541 shares; 2025Q1: 264,709 shares; 2025Q2: 269,771 shares; 2025Q3: 278,344 shares; 2025Q4: 287,322 shares; 2026Q1: 300,297 shares; 2026Q2: 314,508 shares; 2026Q3: 340,156 shares 340,156 $26.3M 1.89% +25,648 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; 2024Q4: 237,645 shares; 2025Q1: 237,177 shares; 2025Q2: 241,893 shares; 2025Q3: 253,194 shares; 2025Q4: 262,254 shares; 2026Q1: 274,786 shares; 2026Q2: 290,981 shares; 2026Q3: 313,400 shares 313,400 $24.2M 1.74% +22,419 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: 22,125 shares; 2025Q1: 22,205 shares; 2025Q2: 22,873 shares; 2025Q3: 23,481 shares; 2025Q4: 23,364 shares; 2026Q1: 23,218 shares; 2026Q2: 188,807 shares; 2026Q3: 191,540 shares 191,540 $24.1M 1.73% +2,733 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,063 shares; 2025Q1: 87,221 shares; 2025Q2: 91,005 shares; 2025Q3: 84,963 shares; 2025Q4: 72,717 shares; 2026Q1: 69,932 shares; 2026Q2: 67,782 shares; 2026Q3: 61,147 shares 61,147 $23.7M 1.71% -6,635 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; 2024Q4: 196,662 shares; 2025Q1: 202,311 shares; 2025Q2: 202,435 shares; 2025Q3: 210,671 shares; 2025Q4: 211,341 shares; 2026Q1: 214,672 shares; 2026Q2: 221,556 shares; 2026Q3: 230,372 shares 230,372 $23.3M 1.68% +8,816 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; 2024Q4: 339,870 shares; 2025Q1: 348,264 shares; 2025Q2: 325,786 shares; 2025Q3: 300,356 shares; 2025Q4: 257,017 shares; 2026Q1: 254,075 shares; 2026Q2: 251,953 shares; 2026Q3: 256,119 shares 256,119 $23M 1.65% +4,166 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 178,199 shares; 2025Q1: 175,063 shares; 2025Q2: 177,590 shares; 2025Q3: 186,620 shares; 2025Q4: 192,093 shares; 2026Q1: 198,932 shares; 2026Q2: 209,503 shares; 2026Q3: 219,847 shares 219,847 $22.1M 1.59% +10,344 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; 2024Q4: not reported; 2025Q1: 83,239 shares; 2025Q2: 84,987 shares; 2025Q3: 84,397 shares; 2025Q4: 76,501 shares; 2026Q1: 72,184 shares; 2026Q2: 69,644 shares; 2026Q3: 66,117 shares 66,117 $21.7M 1.57% -3,527 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 156,766 shares; 2025Q1: 159,846 shares; 2025Q2: 159,895 shares; 2025Q3: 163,848 shares; 2025Q4: 167,651 shares; 2026Q1: 173,959 shares; 2026Q2: 180,141 shares; 2026Q3: 192,237 shares 192,237 $19.2M 1.38% +12,096 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,157 shares; 2025Q1: 99,030 shares; 2025Q2: 100,616 shares; 2025Q3: 102,880 shares; 2025Q4: 105,927 shares; 2026Q1: 109,170 shares; 2026Q2: 114,949 shares; 2026Q3: 120,457 shares 120,457 $18.3M 1.32% +5,508 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 274,666 shares; 2025Q1: 246,423 shares; 2025Q2: 260,247 shares; 2025Q3: 277,638 shares; 2025Q4: 293,858 shares; 2026Q1: 308,822 shares; 2026Q2: 332,252 shares; 2026Q3: 360,964 shares 360,964 $18.2M 1.31% +28,712 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 272,955 shares; 2025Q1: 267,086 shares; 2025Q2: 274,946 shares; 2025Q3: 288,289 shares; 2025Q4: 301,944 shares; 2026Q1: 317,129 shares; 2026Q2: 334,989 shares; 2026Q3: 361,350 shares 361,350 $18M 1.3% +26,361 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 272,781 shares; 2025Q1: 224,725 shares; 2025Q2: 239,691 shares; 2025Q3: 262,231 shares; 2025Q4: 278,599 shares; 2026Q1: 294,063 shares; 2026Q2: 313,609 shares; 2026Q3: 343,771 shares 343,771 $17.6M 1.27% +30,162 Timeline AVUS 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: 115,186 shares; 2025Q1: 116,584 shares; 2025Q2: 118,577 shares; 2025Q3: 121,785 shares; 2025Q4: 123,326 shares; 2026Q1: 126,085 shares; 2026Q2: 130,072 shares; 2026Q3: 135,427 shares 135,427 $17.3M 1.25% +5,355 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; 2024Q4: 29,427 shares; 2025Q1: 29,689 shares; 2025Q2: 30,099 shares; 2025Q3: 30,074 shares; 2025Q4: 28,577 shares; 2026Q1: 28,350 shares; 2026Q2: 27,868 shares; 2026Q3: 27,315 shares 27,315 $16.6M 1.2% -553 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137,125 shares; 2025Q1: 135,169 shares; 2025Q2: 136,320 shares; 2025Q3: 134,078 shares; 2025Q4: 122,968 shares; 2026Q1: 117,019 shares; 2026Q2: 111,488 shares; 2026Q3: 107,103 shares 107,103 $16.5M 1.19% -4,385 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,145 shares; 2025Q1: 118,836 shares; 2025Q2: 114,093 shares; 2025Q3: 103,812 shares; 2025Q4: 80,317 shares; 2026Q1: 77,614 shares; 2026Q2: 75,319 shares; 2026Q3: 73,433 shares 73,433 $16.3M 1.18% -1,886 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,228 shares; 2025Q1: 38,965 shares; 2025Q2: 40,772 shares; 2025Q3: 41,484 shares; 2025Q4: 41,135 shares; 2026Q1: 41,735 shares; 2026Q2: 41,620 shares; 2026Q3: 39,742 shares 39,742 $15.7M 1.13% -1,878 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,892 shares; 2025Q1: 103,062 shares; 2025Q2: 108,429 shares; 2025Q3: 123,940 shares; 2025Q4: 120,581 shares; 2026Q1: 125,721 shares; 2026Q2: 131,947 shares; 2026Q3: 140,701 shares 140,701 $15.5M 1.12% +8,754 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119,583 shares; 2025Q1: 121,274 shares; 2025Q2: 122,844 shares; 2025Q3: 128,013 shares; 2025Q4: 132,497 shares; 2026Q1: 137,176 shares; 2026Q2: 144,434 shares; 2026Q3: 153,852 shares 153,852 $15M 1.08% +9,418 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132,675 shares; 2025Q1: 135,988 shares; 2025Q2: 136,700 shares; 2025Q3: 140,806 shares; 2025Q4: 143,638 shares; 2026Q1: 149,441 shares; 2026Q2: 157,067 shares; 2026Q3: 169,327 shares 169,327 $14.7M 1.06% +12,260 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126,619 shares; 2025Q1: 134,055 shares; 2025Q2: 147,671 shares; 2025Q3: 157,993 shares; 2025Q4: 168,287 shares; 2026Q1: 171,006 shares; 2026Q2: 336,207 shares; 2026Q3: 313,708 shares 313,708 $14.4M 1.04% -22,499 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,055 shares; 2025Q1: 48,427 shares; 2025Q2: 49,439 shares; 2025Q3: 50,301 shares; 2025Q4: 49,908 shares; 2026Q1: 49,674 shares; 2026Q2: 49,586 shares; 2026Q3: 49,275 shares 49,275 $11.5M 0.83% -311 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: 20,328 shares; 2025Q1: 20,498 shares; 2025Q2: 20,518 shares; 2025Q3: 20,581 shares; 2025Q4: 20,341 shares; 2026Q1: 21,013 shares; 2026Q2: 21,531 shares; 2026Q3: 22,385 shares 22,385 $11.5M 0.83% +854 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,081 shares; 2025Q1: 112,718 shares; 2025Q2: 119,087 shares; 2025Q3: 121,821 shares; 2025Q4: 122,685 shares; 2026Q1: 124,891 shares; 2026Q2: 125,536 shares; 2026Q3: 126,073 shares 126,073 $10.5M 0.76% +537 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,964 shares; 2025Q1: 107,836 shares; 2025Q2: 108,920 shares; 2025Q3: 113,376 shares; 2025Q4: 231,304 shares; 2026Q1: 236,153 shares; 2026Q2: 247,169 shares; 2026Q3: 266,672 shares 266,672 $10.5M 0.76% +19,503 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,249 shares; 2025Q1: 100,044 shares; 2025Q2: 101,780 shares; 2025Q3: 105,993 shares; 2025Q4: 111,240 shares; 2026Q1: 114,617 shares; 2026Q2: 120,592 shares; 2026Q3: 128,908 shares 128,908 $10.4M 0.75% +8,316 Timeline XLC 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; 2024Q4: not reported; 2025Q1: 40,578 shares; 2025Q2: 55,285 shares; 2025Q3: 63,577 shares; 2025Q4: 71,279 shares; 2026Q1: 76,339 shares; 2026Q2: 83,423 shares; 2026Q3: 92,624 shares 92,624 $10.3M 0.74% +9,201 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,851 shares; 2025Q1: 26,746 shares; 2025Q2: 26,747 shares; 2025Q3: 27,198 shares; 2025Q4: 27,450 shares; 2026Q1: 28,110 shares; 2026Q2: 28,515 shares; 2026Q3: 28,617 shares 28,617 $10.2M 0.74% +102 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,875 shares; 2025Q1: 21,131 shares; 2025Q2: 21,415 shares; 2025Q3: 21,701 shares; 2025Q4: 21,619 shares; 2026Q1: 22,017 shares; 2026Q2: 22,098 shares; 2026Q3: 22,400 shares 22,400 $9.75M 0.7% +302 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,475 shares; 2025Q1: 19,835 shares; 2025Q2: 20,501 shares; 2025Q3: 21,299 shares; 2025Q4: 21,805 shares; 2026Q1: 22,162 shares; 2026Q2: 22,623 shares; 2026Q3: 22,844 shares 22,844 $9.63M 0.69% +221 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,199 shares; 2025Q1: 125,137 shares; 2025Q2: 123,529 shares; 2025Q3: 123,923 shares; 2025Q4: 124,453 shares; 2026Q1: 126,971 shares; 2026Q2: 128,378 shares; 2026Q3: 130,289 shares 130,289 $8.77M 0.63% +1,911 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,418 shares; 2025Q1: 66,042 shares; 2025Q2: 65,207 shares; 2025Q3: 65,146 shares; 2025Q4: 63,802 shares; 2026Q1: 64,241 shares; 2026Q2: 64,564 shares; 2026Q3: 65,924 shares 65,924 $8.72M 0.63% +1,360 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,124 shares; 2025Q1: 72,794 shares; 2025Q2: 72,813 shares; 2025Q3: 73,534 shares; 2025Q4: 73,689 shares; 2026Q1: 75,568 shares; 2026Q2: 76,499 shares; 2026Q3: 77,839 shares 77,839 $8.7M 0.63% +1,340 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,383 shares; 2025Q1: 102,803 shares; 2025Q2: 103,697 shares; 2025Q3: 103,657 shares; 2025Q4: 100,312 shares; 2026Q1: 100,782 shares; 2026Q2: 100,883 shares; 2026Q3: 102,143 shares 102,143 $8.69M 0.63% +1,260 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112,662 shares; 2025Q1: 111,113 shares; 2025Q2: 112,574 shares; 2025Q3: 112,239 shares; 2025Q4: 111,176 shares; 2026Q1: 113,594 shares; 2026Q2: 115,324 shares; 2026Q3: 117,910 shares 117,910 $8.37M 0.6% +2,586 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,359 shares; 2025Q1: 67,801 shares; 2025Q2: 67,959 shares; 2025Q3: 68,615 shares; 2025Q4: 69,008 shares; 2026Q1: 71,547 shares; 2026Q2: 74,181 shares; 2026Q3: 77,228 shares 77,228 $8.22M 0.59% +3,047 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,777 shares; 2025Q1: 55,204 shares; 2025Q2: 57,559 shares; 2025Q3: 60,161 shares; 2025Q4: 63,065 shares; 2026Q1: 65,361 shares; 2026Q2: 66,610 shares; 2026Q3: 67,838 shares 67,838 $8.07M 0.58% +1,228 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: 24,678 shares; 2025Q1: 25,023 shares; 2025Q2: 24,682 shares; 2025Q3: 24,916 shares; 2025Q4: 23,581 shares; 2026Q1: 22,735 shares; 2026Q2: 22,796 shares; 2026Q3: 23,285 shares 23,285 $7.75M 0.56% +489 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 241,439 shares; 2025Q1: 242,066 shares; 2025Q2: 244,223 shares; 2025Q3: 247,265 shares; 2025Q4: 252,379 shares; 2026Q1: 259,926 shares; 2026Q2: 266,746 shares; 2026Q3: 273,329 shares 273,329 $7.7M 0.56% +6,583 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,467 shares; 2025Q1: 101,310 shares; 2025Q2: 97,349 shares; 2025Q3: 96,835 shares; 2025Q4: 95,846 shares; 2026Q1: 97,232 shares; 2026Q2: 98,705 shares; 2026Q3: 101,230 shares 101,230 $7.68M 0.55% +2,525 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,491 shares; 2025Q1: 36,481 shares; 2025Q2: 36,402 shares; 2025Q3: 36,499 shares; 2025Q4: 36,467 shares; 2026Q1: 37,553 shares; 2026Q2: 38,461 shares; 2026Q3: 39,426 shares 39,426 $7.61M 0.55% +965 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,069 shares; 2025Q1: 53,871 shares; 2025Q2: 55,566 shares; 2025Q3: 57,713 shares; 2025Q4: 58,159 shares; 2026Q1: 58,909 shares; 2026Q2: 60,633 shares; 2026Q3: 62,183 shares 62,183 $7.44M 0.54% +1,550 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,642 shares; 2025Q1: 84,047 shares; 2025Q2: 87,082 shares; 2025Q3: 88,623 shares; 2025Q4: 89,683 shares; 2026Q1: 91,290 shares; 2026Q2: 92,714 shares; 2026Q3: 95,382 shares 95,382 $7.27M 0.52% +2,668 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,899 shares; 2025Q1: 19,077 shares; 2025Q2: 19,632 shares; 2025Q3: 19,948 shares; 2025Q4: 20,552 shares; 2026Q1: 21,070 shares; 2026Q2: 21,614 shares; 2026Q3: 22,229 shares 22,229 $7.16M 0.52% +615 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 271,253 shares; 2025Q1: 264,705 shares; 2025Q2: 258,273 shares; 2025Q3: 262,992 shares; 2025Q4: 270,442 shares; 2026Q1: 277,399 shares; 2026Q2: 284,188 shares; 2026Q3: 293,395 shares 293,395 $7.16M 0.52% +9,207 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,107 shares; 2025Q1: 108,994 shares; 2025Q2: 107,159 shares; 2025Q3: 108,946 shares; 2025Q4: 111,072 shares; 2026Q1: 114,364 shares; 2026Q2: 117,012 shares; 2026Q3: 121,273 shares 121,273 $7.11M 0.51% +4,261 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 173,153 shares; 2025Q1: 181,091 shares; 2025Q2: 198,030 shares; 2025Q3: 212,308 shares; 2025Q4: 224,603 shares; 2026Q1: 233,654 shares; 2026Q2: 241,593 shares; 2026Q3: 248,744 shares 248,744 $7.09M 0.51% +7,151 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,410 shares; 2025Q1: 130,274 shares; 2025Q2: 133,474 shares; 2025Q3: 137,738 shares; 2025Q4: 143,473 shares; 2026Q1: 148,886 shares; 2026Q2: 154,330 shares; 2026Q3: 158,550 shares 158,550 $6.99M 0.5% +4,220 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; 2024Q4: 30,982 shares; 2025Q1: 30,133 shares; 2025Q2: 29,521 shares; 2025Q3: 29,842 shares; 2025Q4: 29,435 shares; 2026Q1: 30,197 shares; 2026Q2: 30,762 shares; 2026Q3: 31,786 shares 31,786 $6.99M 0.5% +1,024 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,631 shares; 2025Q1: 88,174 shares; 2025Q2: 90,113 shares; 2025Q3: 92,636 shares; 2025Q4: 95,927 shares; 2026Q1: 98,825 shares; 2026Q2: 101,224 shares; 2026Q3: 104,332 shares 104,332 $6.91M 0.5% +3,108 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 385,586 shares; 2025Q1: 383,054 shares; 2025Q2: 420,429 shares; 2025Q3: 445,439 shares; 2025Q4: 464,241 shares; 2026Q1: 486,436 shares; 2026Q2: 502,506 shares; 2026Q3: 515,689 shares 515,689 $6.89M 0.5% +13,183 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,192 shares; 2025Q1: 77,549 shares; 2025Q2: 73,575 shares; 2025Q3: 71,393 shares; 2025Q4: 66,893 shares; 2026Q1: 67,586 shares; 2026Q2: 68,221 shares; 2026Q3: 70,184 shares 70,184 $6.71M 0.48% +1,963 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,697 shares; 2025Q1: 31,544 shares; 2025Q2: 32,108 shares; 2025Q3: 32,668 shares; 2025Q4: 33,103 shares; 2026Q1: 34,134 shares; 2026Q2: 34,669 shares; 2026Q3: 35,603 shares 35,603 $6.62M 0.48% +934 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: 8,695 shares; 2025Q1: 8,658 shares; 2025Q2: 8,628 shares; 2025Q3: 8,536 shares; 2025Q4: 8,506 shares; 2026Q1: 8,498 shares; 2026Q2: 8,469 shares; 2026Q3: 8,543 shares 8,543 $6.54M 0.47% +74 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,350 shares; 2025Q1: 18,233 shares; 2025Q2: 18,488 shares; 2025Q3: 18,989 shares; 2025Q4: 19,709 shares; 2026Q1: 20,420 shares; 2026Q2: 21,084 shares; 2026Q3: 21,785 shares 21,785 $6.03M 0.43% +701 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,059 shares; 2025Q1: 85,546 shares; 2025Q2: 92,196 shares; 2025Q3: 98,092 shares; 2025Q4: 103,643 shares; 2026Q1: 106,087 shares; 2026Q2: 108,021 shares; 2026Q3: 111,577 shares 111,577 $6M 0.43% +3,556 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,396 shares; 2025Q1: 62,177 shares; 2025Q2: 71,405 shares; 2025Q3: 79,496 shares; 2025Q4: 93,048 shares; 2026Q1: 95,803 shares; 2026Q2: 98,965 shares; 2026Q3: 102,852 shares 102,852 $5.91M 0.43% +3,887 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,485 shares; 2025Q1: 47,234 shares; 2025Q2: 47,816 shares; 2025Q3: 49,294 shares; 2025Q4: 51,035 shares; 2026Q1: 54,076 shares; 2026Q2: 57,060 shares; 2026Q3: 59,306 shares 59,306 $5.78M 0.42% +2,246 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; 2024Q4: 16,489 shares; 2025Q1: 16,699 shares; 2025Q2: 17,459 shares; 2025Q3: 17,720 shares; 2025Q4: 18,300 shares; 2026Q1: 18,886 shares; 2026Q2: 19,645 shares; 2026Q3: 20,305 shares 20,305 $5.78M 0.42% +660 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,970 shares; 2025Q1: 52,818 shares; 2025Q2: 57,971 shares; 2025Q3: 64,332 shares; 2025Q4: 73,197 shares; 2026Q1: 76,922 shares; 2026Q2: 80,379 shares; 2026Q3: 84,038 shares 84,038 $5.45M 0.39% +3,659 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130,181 shares; 2025Q1: 129,557 shares; 2025Q2: 132,281 shares; 2025Q3: 135,844 shares; 2025Q4: 142,921 shares; 2026Q1: 149,082 shares; 2026Q2: 157,356 shares; 2026Q3: 162,978 shares 162,978 $5.41M 0.39% +5,622 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; 2024Q4: 10,382 shares; 2025Q1: 10,357 shares; 2025Q2: 10,707 shares; 2025Q3: 10,493 shares; 2025Q4: 10,355 shares; 2026Q1: 10,425 shares; 2026Q2: 58,868 shares; 2026Q3: 58,473 shares 58,473 $5.27M 0.38% -395 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC 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: 35,108 shares; 2026Q3: 37,595 shares 37,595 $4.88M 0.35% +2,487 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; 2024Q4: 8,978 shares; 2025Q1: 9,164 shares; 2025Q2: 9,386 shares; 2025Q3: 9,388 shares; 2025Q4: 9,403 shares; 2026Q1: 9,552 shares; 2026Q2: 9,528 shares; 2026Q3: 9,512 shares 9,512 $4.74M 0.34% -16 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,812 shares; 2025Q1: 37,153 shares; 2025Q2: 41,694 shares; 2025Q3: 44,297 shares; 2025Q4: 46,672 shares; 2026Q1: 49,808 shares; 2026Q2: 53,562 shares; 2026Q3: 57,288 shares 57,288 $4.67M 0.34% +3,726 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: 13,067 shares; 2025Q1: 13,208 shares; 2025Q2: 13,195 shares; 2025Q3: 13,300 shares; 2025Q4: 13,640 shares; 2026Q1: 13,425 shares; 2026Q2: 13,320 shares; 2026Q3: 20,260 shares 20,260 $4.63M 0.33% +6,940 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: 15,548 shares; 2025Q1: 11,500 shares; 2025Q2: 11,328 shares; 2025Q3: 11,493 shares; 2025Q4: 11,494 shares; 2026Q1: 11,522 shares; 2026Q2: 11,447 shares; 2026Q3: 11,435 shares 11,435 $4.28M 0.31% -12 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139,383 shares; 2025Q1: 144,972 shares; 2025Q2: 160,405 shares; 2025Q3: 172,450 shares; 2025Q4: 195,886 shares; 2026Q1: 213,646 shares; 2026Q2: 230,999 shares; 2026Q3: 246,420 shares 246,420 $3.92M 0.28% +15,421 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares; 2026Q3: 4 shares 4 $2.99M 0.22% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,514 shares; 2025Q1: 4,371 shares; 2025Q2: 4,375 shares; 2025Q3: 4,363 shares; 2025Q4: 4,553 shares; 2026Q1: 4,172 shares; 2026Q2: 4,180 shares; 2026Q3: 8,609 shares 8,609 $2.93M 0.21% +4,429 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,890 shares; 2025Q1: 47,744 shares; 2025Q2: 51,172 shares; 2025Q3: 55,063 shares; 2025Q4: 61,429 shares; 2026Q1: 66,790 shares; 2026Q2: 77,019 shares; 2026Q3: 89,584 shares 89,584 $2.75M 0.2% +12,565 Timeline PEJ 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: 37,939 shares; 2025Q1: 38,293 shares; 2025Q2: 37,841 shares; 2025Q3: 38,217 shares; 2025Q4: 38,432 shares; 2026Q1: 39,406 shares; 2026Q2: 40,693 shares; 2026Q3: 42,239 shares 42,239 $2.62M 0.19% +1,546 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; 2024Q4: 42,864 shares; 2025Q1: 15,147 shares; 2025Q2: 14,420 shares; 2025Q3: 13,552 shares; 2025Q4: 13,039 shares; 2026Q1: 12,756 shares; 2026Q2: 11,257 shares; 2026Q3: 10,965 shares 10,965 $2.56M 0.18% -292 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; 2024Q4: 7,682 shares; 2025Q1: 7,732 shares; 2025Q2: 7,725 shares; 2025Q3: 7,726 shares; 2025Q4: 8,116 shares; 2026Q1: 7,916 shares; 2026Q2: 7,878 shares; 2026Q3: 7,898 shares 7,898 $1.97M 0.14% +20 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: 981 shares; 2025Q1: 991 shares; 2025Q2: 1,033 shares; 2025Q3: 1,043 shares; 2025Q4: 1,045 shares; 2026Q1: 1,097 shares; 2026Q2: 1,078 shares; 2026Q3: 1,722 shares 1,722 $1.31M 0.09% +644 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC 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: 23,998 shares; 2026Q1: 16,511 shares; 2026Q2: 12,594 shares; 2026Q3: 10,127 shares 10,127 $1.27M 0.09% -2,467 Timeline VCR 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: 13,050 shares; 2025Q1: 13,179 shares; 2025Q2: 8,404 shares; 2025Q3: 6,150 shares; 2025Q4: 3,913 shares; 2026Q1: 3,798 shares; 2026Q2: 3,165 shares; 2026Q3: 2,940 shares 2,940 $1.07M 0.08% -225 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; 2024Q4: 3,779 shares; 2025Q1: 3,667 shares; 2025Q2: 3,521 shares; 2025Q3: 3,206 shares; 2025Q4: 3,565 shares; 2026Q1: 3,459 shares; 2026Q2: 13,586 shares; 2026Q3: 13,556 shares 13,556 $1.06M 0.08% -30 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,128 shares; 2025Q1: 5,518 shares; 2025Q2: 8,042 shares; 2025Q3: 6,816 shares; 2025Q4: 6,827 shares; 2026Q1: 6,840 shares; 2026Q2: 6,843 shares; 2026Q3: 6,853 shares 6,853 $1.01M 0.07% +10 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: 12,588 shares; 2025Q1: 11,981 shares; 2025Q2: 11,529 shares; 2025Q3: 11,321 shares; 2025Q4: 11,102 shares; 2026Q1: 11,053 shares; 2026Q2: 10,559 shares; 2026Q3: 10,366 shares 10,366 $1M 0.07% -193 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,083 shares; 2025Q1: 3,115 shares; 2025Q2: 3,088 shares; 2025Q3: 3,039 shares; 2025Q4: 3,193 shares; 2026Q1: 2,630 shares; 2026Q2: 2,611 shares; 2026Q3: 2,630 shares 2,630 $905K 0.07% +19 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: 11,317 shares; 2025Q1: 11,345 shares; 2025Q2: 11,345 shares; 2025Q3: 11,093 shares; 2025Q4: 12,738 shares; 2026Q1: 12,677 shares; 2026Q2: 12,600 shares; 2026Q3: 12,560 shares 12,560 $904K 0.07% -40 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: 1,285 shares; 2025Q1: 1,308 shares; 2025Q2: 1,492 shares; 2025Q3: 1,493 shares; 2025Q4: 1,212 shares; 2026Q1: 1,224 shares; 2026Q2: 1,203 shares; 2026Q3: 3,125 shares 3,125 $896K 0.06% +1,922 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,496 shares; 2025Q1: 26,227 shares; 2025Q2: 21,691 shares; 2025Q3: 22,210 shares; 2025Q4: 18,631 shares; 2026Q1: 17,404 shares; 2026Q2: 16,138 shares; 2026Q3: 8,401 shares 8,401 $878K 0.06% -7,737 Timeline XITK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,946 shares; 2025Q1: 26,953 shares; 2025Q2: 16,584 shares; 2025Q3: 11,523 shares; 2025Q4: 6,937 shares; 2026Q1: 5,997 shares; 2026Q2: 4,872 shares; 2026Q3: 4,379 shares 4,379 $872K 0.06% -493 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,669 shares; 2025Q1: 27,145 shares; 2025Q2: 18,758 shares; 2025Q3: 21,337 shares; 2025Q4: 18,694 shares; 2026Q1: 17,638 shares; 2026Q2: 16,953 shares; 2026Q3: 8,163 shares 8,163 $825K 0.06% -8,790 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,504 shares; 2025Q1: 46,952 shares; 2025Q2: 40,562 shares; 2025Q3: 38,007 shares; 2025Q4: 33,025 shares; 2026Q1: 30,676 shares; 2026Q2: 27,749 shares; 2026Q3: 14,611 shares 14,611 $725K 0.05% -13,138 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,166 shares; 2025Q1: 49,166 shares; 2025Q2: 49,166 shares; 2025Q3: 49,166 shares; 2025Q4: 49,063 shares; 2026Q1: 49,063 shares; 2026Q2: 49,063 shares; 2026Q3: 49,063 shares 49,063 $723K 0.05% 0 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: 718 shares; 2025Q1: 723 shares; 2025Q2: 777 shares; 2025Q3: 773 shares; 2025Q4: 797 shares; 2026Q1: 789 shares; 2026Q2: 797 shares; 2026Q3: 763 shares 763 $695K 0.05% -34 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,344 shares; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 2,276 shares; 2025Q4: 2,377 shares; 2026Q1: 2,349 shares; 2026Q2: 2,344 shares; 2026Q3: 2,383 shares 2,383 $631K 0.05% +39 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: 5,785 shares; 2025Q1: 5,838 shares; 2025Q2: 5,848 shares; 2025Q3: 5,906 shares; 2025Q4: 4,932 shares; 2026Q1: 4,238 shares; 2026Q2: 4,193 shares; 2026Q3: 4,338 shares 4,338 $630K 0.05% +145 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,860 shares; 2025Q1: 4,619 shares; 2025Q2: 4,619 shares; 2025Q3: 4,619 shares; 2025Q4: 4,440 shares; 2026Q1: 4,488 shares; 2026Q2: 4,284 shares; 2026Q3: 4,248 shares 4,248 $622K 0.04% -36 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 718 shares; 2026Q1: 881 shares; 2026Q2: 900 shares; 2026Q3: 876 shares 876 $614K 0.04% -24 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,492 shares; 2025Q1: 32,885 shares; 2025Q2: 27,080 shares; 2025Q3: 33,196 shares; 2025Q4: 31,505 shares; 2026Q1: 30,209 shares; 2026Q2: 28,974 shares; 2026Q3: 12,613 shares 12,613 $588K 0.04% -16,361 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,870 shares; 2025Q1: 84,849 shares; 2025Q2: 58,233 shares; 2025Q3: 62,202 shares; 2025Q4: 52,688 shares; 2026Q1: 48,548 shares; 2026Q2: 46,717 shares; 2026Q3: 24,861 shares 24,861 $583K 0.04% -21,856 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; 2024Q4: 1,694 shares; 2025Q1: 1,711 shares; 2025Q2: 1,694 shares; 2025Q3: 1,720 shares; 2025Q4: 1,742 shares; 2026Q1: 1,724 shares; 2026Q2: 1,713 shares; 2026Q3: 1,748 shares 1,748 $578K 0.04% +35 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,824 shares; 2025Q1: 2,824 shares; 2025Q2: 2,876 shares; 2025Q3: 2,876 shares; 2025Q4: 2,876 shares; 2026Q1: 2,858 shares; 2026Q2: 2,858 shares; 2026Q3: 2,858 shares 2,858 $545K 0.04% 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; 2024Q4: 6,828 shares; 2025Q1: 6,828 shares; 2025Q2: 6,828 shares; 2025Q3: 6,678 shares; 2025Q4: 6,679 shares; 2026Q1: 6,170 shares; 2026Q2: 6,170 shares; 2026Q3: 6,293 shares 6,293 $542K 0.04% +123 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,012 shares; 2025Q4: 3,056 shares; 2026Q1: 3,090 shares; 2026Q2: 3,127 shares; 2026Q3: 3,159 shares 3,159 $499K 0.04% +32 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: 6,487 shares; 2025Q1: 4,151 shares; 2025Q2: 3,877 shares; 2025Q3: 3,763 shares; 2025Q4: 3,763 shares; 2026Q1: 3,669 shares; 2026Q2: 3,662 shares; 2026Q3: 3,651 shares 3,651 $497K 0.04% -11 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: 1,354 shares; 2025Q1: 1,308 shares; 2025Q2: 1,364 shares; 2025Q3: 1,312 shares; 2025Q4: 1,599 shares; 2026Q1: 1,614 shares; 2026Q2: 1,598 shares; 2026Q3: 1,594 shares 1,594 $453K 0.03% -4 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,202 shares; 2025Q1: 3,811 shares; 2025Q2: 3,341 shares; 2025Q3: 3,177 shares; 2025Q4: 5,112 shares; 2026Q1: 4,594 shares; 2026Q2: 4,248 shares; 2026Q3: 4,146 shares 4,146 $451K 0.03% -102 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,842 shares; 2025Q1: 3,842 shares; 2025Q2: 3,884 shares; 2025Q3: 3,891 shares; 2025Q4: 3,842 shares; 2026Q1: 3,842 shares; 2026Q2: 3,842 shares; 2026Q3: 3,842 shares 3,842 $446K 0.03% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,037 shares; 2025Q1: 30,795 shares; 2025Q2: 26,892 shares; 2025Q3: 25,688 shares; 2025Q4: 22,575 shares; 2026Q1: 20,263 shares; 2026Q2: 18,844 shares; 2026Q3: 8,758 shares 8,758 $443K 0.03% -10,086 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 501 shares; 2026Q2: 521 shares; 2026Q3: 541 shares 541 $439K 0.03% +20 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST 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: 1,122 shares; 2026Q2: 1,285 shares; 2026Q3: 1,448 shares 1,448 $434K 0.03% +163 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,082 shares; 2025Q1: 2,070 shares; 2025Q2: 2,070 shares; 2025Q3: 2,052 shares; 2025Q4: 2,180 shares; 2026Q1: 2,132 shares; 2026Q2: 2,076 shares; 2026Q3: 2,254 shares 2,254 $415K 0.03% +178 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,978 shares; 2026Q3: 1,940 shares 1,940 $409K 0.03% -38 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,477 shares; 2025Q1: 14,139 shares; 2025Q2: 12,956 shares; 2025Q3: 12,479 shares; 2025Q4: 11,239 shares; 2026Q1: 10,178 shares; 2026Q2: 9,906 shares; 2026Q3: 8,942 shares 8,942 $409K 0.03% -964 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,413 shares; 2026Q3: 15,404 shares 15,404 $387K 0.03% -9 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; 2024Q4: not reported; 2025Q1: 67,122 shares; 2025Q2: not reported; 2025Q3: 8,772 shares; 2025Q4: 10,518 shares; 2026Q1: 11,351 shares; 2026Q2: 11,868 shares; 2026Q3: 13,130 shares 13,130 $385K 0.03% +1,262 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,347 shares; 2025Q1: 1,350 shares; 2025Q2: 1,407 shares; 2025Q3: 1,410 shares; 2025Q4: 1,429 shares; 2026Q1: 1,432 shares; 2026Q2: 1,436 shares; 2026Q3: 1,386 shares 1,386 $382K 0.03% -50 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,128 shares; 2025Q1: 4,999 shares; 2025Q2: 5,003 shares; 2025Q3: 5,022 shares; 2025Q4: 4,979 shares; 2026Q1: 4,656 shares; 2026Q2: 4,505 shares; 2026Q3: 4,480 shares 4,480 $381K 0.03% -25 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,244 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,412 shares; 2026Q1: 1,397 shares; 2026Q2: 1,397 shares; 2026Q3: 1,409 shares 1,409 $369K 0.03% +12 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; 2024Q4: 409 shares; 2025Q1: 513 shares; 2025Q2: 519 shares; 2025Q3: 533 shares; 2025Q4: 629 shares; 2026Q1: 483 shares; 2026Q2: 484 shares; 2026Q3: 497 shares 497 $360K 0.03% +13 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,872 shares; 2025Q1: 2,872 shares; 2025Q2: 2,954 shares; 2025Q3: 2,954 shares; 2025Q4: 2,822 shares; 2026Q1: 2,889 shares; 2026Q2: 2,588 shares; 2026Q3: 2,588 shares 2,588 $356K 0.03% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,013 shares; 2025Q1: not reported; 2025Q2: 5,710 shares; 2025Q3: 3,463 shares; 2025Q4: 6,524 shares; 2026Q1: 5,924 shares; 2026Q2: 4,524 shares; 2026Q3: 4,024 shares 4,024 $314K 0.02% -500 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,977 shares; 2026Q3: 1,976 shares 1,976 $306K 0.02% -1 Timeline USHY 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: 8,537 shares; 2026Q3: 8,537 shares 8,537 $305K 0.02% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,856 shares; 2025Q1: 8,364 shares; 2025Q2: 6,986 shares; 2025Q3: 6,575 shares; 2025Q4: 5,912 shares; 2026Q1: 5,518 shares; 2026Q2: 5,152 shares; 2026Q3: 4,732 shares 4,732 $291K 0.02% -420 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,871 shares; 2026Q2: 8,804 shares; 2026Q3: 8,943 shares 8,943 $291K 0.02% +139 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 727 shares; 2025Q1: 764 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 794 shares; 2026Q1: not reported; 2026Q2: 610 shares; 2026Q3: 770 shares 770 $277K 0.02% +160 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,012 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 950 shares; 2026Q3: 964 shares 964 $270K 0.02% +14 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: not reported; 2025Q1: not reported; 2025Q2: 782 shares; 2025Q3: 799 shares; 2025Q4: 655 shares; 2026Q1: 665 shares; 2026Q2: 846 shares; 2026Q3: 766 shares 766 $269K 0.02% -80 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,208 shares 4,208 $259K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,155 shares; 2026Q3: 5,155 shares 5,155 $254K 0.02% 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; 2024Q4: 996 shares; 2025Q1: 1,044 shares; 2025Q2: 1,030 shares; 2025Q3: 1,034 shares; 2025Q4: 1,036 shares; 2026Q1: 1,035 shares; 2026Q2: 1,040 shares; 2026Q3: 1,044 shares 1,044 $241K 0.02% +4 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,015 shares; 2025Q4: 3,064 shares; 2026Q1: 3,064 shares; 2026Q2: 3,064 shares; 2026Q3: 3,080 shares 3,080 $241K 0.02% +16 Timeline INTC INTEL CORP More: the full row for INTEL CORP 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: 1,983 shares; 2026Q3: 1,983 shares 1,983 $238K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601 shares; 2025Q4: 498 shares; 2026Q1: 436 shares; 2026Q2: 420 shares; 2026Q3: 371 shares 371 $238K 0.02% -49 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,103 shares; 2026Q2: 8,829 shares; 2026Q3: 8,617 shares 8,617 $237K 0.02% -212 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 384 shares 384 $235K 0.02% new Timeline MGK 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,425 shares; 2026Q3: 2,425 shares 2,425 $225K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,889 shares; 2025Q1: 2,892 shares; 2025Q2: 2,913 shares; 2025Q3: 2,937 shares; 2025Q4: 2,902 shares; 2026Q1: 2,874 shares; 2026Q2: 2,874 shares; 2026Q3: 2,793 shares 2,793 $224K 0.02% -81 Timeline SCHJ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,693 shares; 2026Q3: 8,693 shares 8,693 $210K 0.02% 0 Timeline IJK 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: 1,880 shares; 2026Q3: 1,880 shares 1,880 $206K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 450 shares 450 $205K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,597 shares; 2026Q3: 2,597 shares 2,597 $203K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares; 2026Q3: 1,310 shares 1,310 $203K 0.01% 0 Timeline MXCT MAXCYTE INC More: the full row for MAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,698 shares; 2025Q2: 14,698 shares; 2025Q3: 25,833 shares; 2025Q4: 25,833 shares; 2026Q1: 25,833 shares; 2026Q2: 25,833 shares; 2026Q3: 25,833 shares 25,833 $28.9K <0.01% 0 Timeline