TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 324,020 shares; 2025Q1: 323,945 shares; 2025Q2: 324,512 shares; 2025Q3: 315,841 shares; 2025Q4: 306,267 shares; 2026Q1: 1,398,751 shares; 2026Q2: 1,203,485 shares 1,203,485 $137M 41.27% -195,266 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; 2024Q3: not loaded; 2024Q4: 122,515 shares; 2025Q1: 134,908 shares; 2025Q2: 147,005 shares; 2025Q3: 160,827 shares; 2025Q4: 163,700 shares; 2026Q1: 166,972 shares; 2026Q2: 166,775 shares 166,775 $14.3M 4.3% -197 Timeline HIDE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 155,505 shares; 2025Q1: 219,127 shares; 2025Q2: 286,047 shares; 2025Q3: 331,638 shares; 2025Q4: 431,139 shares; 2026Q1: 471,357 shares; 2026Q2: 517,076 shares 517,076 $12.4M 3.73% +45,719 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,143 shares; 2025Q1: 22,303 shares; 2025Q2: 24,638 shares; 2025Q3: 24,117 shares; 2025Q4: 25,926 shares; 2026Q1: 29,174 shares; 2026Q2: 29,559 shares 29,559 $10.9M 3.3% +385 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; 2024Q3: not loaded; 2024Q4: 55,389 shares; 2025Q1: 70,255 shares; 2025Q2: 86,793 shares; 2025Q3: 96,669 shares; 2025Q4: 96,604 shares; 2026Q1: 106,507 shares; 2026Q2: 110,982 shares 110,982 $8.15M 2.46% +4,475 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,215 shares; 2025Q1: 20,797 shares; 2025Q2: 34,741 shares; 2025Q3: 45,151 shares; 2025Q4: 69,615 shares; 2026Q1: 77,012 shares; 2026Q2: 85,138 shares 85,138 $7.69M 2.32% +8,126 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: not loaded; 2024Q4: 277,427 shares; 2025Q1: 275,648 shares; 2025Q2: 275,051 shares; 2025Q3: 275,481 shares; 2025Q4: 272,770 shares; 2026Q1: 270,856 shares; 2026Q2: 262,265 shares 262,265 $7.26M 2.19% -8,591 Timeline SCHR 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 loaded; 2024Q4: 60,668 shares; 2025Q1: 98,135 shares; 2025Q2: 124,441 shares; 2025Q3: 158,267 shares; 2025Q4: 225,195 shares; 2026Q1: 288,924 shares; 2026Q2: 293,466 shares 293,466 $7.24M 2.18% +4,542 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,468 shares; 2025Q1: 4,481 shares; 2025Q2: 5,299 shares; 2025Q3: 8,997 shares; 2025Q4: 7,720 shares; 2026Q1: 7,775 shares; 2026Q2: 7,810 shares 7,810 $5.36M 1.62% +35 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: not loaded; 2024Q4: 17,240 shares; 2025Q1: 16,992 shares; 2025Q2: 17,428 shares; 2025Q3: 20,794 shares; 2025Q4: 19,734 shares; 2026Q1: 21,172 shares; 2026Q2: 21,656 shares 21,656 $5.33M 1.61% +484 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: not loaded; 2024Q4: 56,706 shares; 2025Q1: 54,502 shares; 2025Q2: 54,499 shares; 2025Q3: 54,585 shares; 2025Q4: 54,660 shares; 2026Q1: 54,738 shares; 2026Q2: 54,817 shares 54,817 $4.49M 1.35% +79 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: not loaded; 2024Q4: 1,129 shares; 2025Q1: 2,595 shares; 2025Q2: 3,628 shares; 2025Q3: 6,788 shares; 2025Q4: 6,018 shares; 2026Q1: 6,081 shares; 2026Q2: 5,947 shares 5,947 $4.45M 1.34% -134 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: not loaded; 2024Q4: 8,636 shares; 2025Q1: 8,950 shares; 2025Q2: 9,250 shares; 2025Q3: 10,133 shares; 2025Q4: 10,830 shares; 2026Q1: 11,770 shares; 2026Q2: 12,599 shares 12,599 $4.33M 1.31% +829 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 74,486 shares; 2025Q1: 75,330 shares; 2025Q2: 76,164 shares; 2025Q3: 76,605 shares; 2025Q4: 76,970 shares; 2026Q1: 77,113 shares; 2026Q2: 77,970 shares 77,970 $4.21M 1.27% +857 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: not loaded; 2024Q4: 40,383 shares; 2025Q1: 45,356 shares; 2025Q2: 59,135 shares; 2025Q3: 72,673 shares; 2025Q4: 78,202 shares; 2026Q1: 75,951 shares; 2026Q2: 81,043 shares 81,043 $4.1M 1.24% +5,092 Timeline AVUV 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; 2024Q3: not loaded; 2024Q4: 30,445 shares; 2025Q1: 30,050 shares; 2025Q2: 30,577 shares; 2025Q3: 29,941 shares; 2025Q4: 30,175 shares; 2026Q1: 30,039 shares; 2026Q2: 29,926 shares 29,926 $3.73M 1.13% -113 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: not loaded; 2024Q4: 20,232 shares; 2025Q1: 18,511 shares; 2025Q2: 18,277 shares; 2025Q3: 16,692 shares; 2025Q4: 16,326 shares; 2026Q1: 15,932 shares; 2026Q2: 16,085 shares 16,085 $3.51M 1.06% +153 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: not loaded; 2024Q4: 88,865 shares; 2025Q1: 88,949 shares; 2025Q2: 89,064 shares; 2025Q3: 88,802 shares; 2025Q4: 88,858 shares; 2026Q1: 88,741 shares; 2026Q2: 88,842 shares 88,842 $3.21M 0.97% +101 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: not loaded; 2024Q4: 6,738 shares; 2025Q1: 15,703 shares; 2025Q2: 19,834 shares; 2025Q3: 24,092 shares; 2025Q4: 30,746 shares; 2026Q1: 39,411 shares; 2026Q2: 39,994 shares 39,994 $2.85M 0.86% +583 Timeline AVDE 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; 2024Q3: not loaded; 2024Q4: 31,667 shares; 2025Q1: 30,662 shares; 2025Q2: 30,268 shares; 2025Q3: 30,320 shares; 2025Q4: 31,434 shares; 2026Q1: 31,293 shares; 2026Q2: 31,824 shares 31,824 $2.84M 0.86% +531 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 85,032 shares; 2025Q1: 84,744 shares; 2025Q2: 85,005 shares; 2025Q3: 85,661 shares; 2025Q4: 84,968 shares; 2026Q1: 85,099 shares; 2026Q2: 85,214 shares 85,214 $2.51M 0.76% +115 Timeline FNDF 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 loaded; 2024Q4: 49,156 shares; 2025Q1: 48,697 shares; 2025Q2: 48,023 shares; 2025Q3: 47,947 shares; 2025Q4: 48,127 shares; 2026Q1: 46,622 shares; 2026Q2: 46,656 shares 46,656 $2.46M 0.74% +34 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: not loaded; 2024Q4: 19,364 shares; 2025Q1: 19,430 shares; 2025Q2: 18,630 shares; 2025Q3: 20,688 shares; 2025Q4: 22,747 shares; 2026Q1: 22,853 shares; 2026Q2: 23,021 shares 23,021 $2.28M 0.69% +168 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; 2024Q3: not loaded; 2024Q4: 11,564 shares; 2025Q1: 12,125 shares; 2025Q2: 12,410 shares; 2025Q3: 11,783 shares; 2025Q4: 12,916 shares; 2026Q1: 13,146 shares; 2026Q2: 13,632 shares 13,632 $2.14M 0.65% +486 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,711 shares; 2025Q1: 14,494 shares; 2025Q2: 20,118 shares; 2025Q3: 22,220 shares; 2025Q4: 33,881 shares; 2026Q1: 37,998 shares; 2026Q2: 36,625 shares 36,625 $2.03M 0.61% -1,373 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,195 shares; 2025Q1: 9,094 shares; 2025Q2: 13,357 shares; 2025Q3: 14,942 shares; 2025Q4: 24,050 shares; 2026Q1: 27,071 shares; 2026Q2: 25,196 shares 25,196 $1.98M 0.6% -1,875 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,307 shares; 2025Q1: 21,357 shares; 2025Q2: 21,564 shares; 2025Q3: 20,807 shares; 2025Q4: 20,445 shares; 2026Q1: 20,675 shares; 2026Q2: 20,500 shares 20,500 $1.98M 0.6% -175 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,127 shares; 2025Q1: 47,321 shares; 2025Q2: 47,542 shares; 2025Q3: 47,755 shares; 2025Q4: 47,943 shares; 2026Q1: 48,120 shares; 2026Q2: 48,292 shares 48,292 $1.91M 0.58% +172 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,834 shares; 2025Q1: 14,385 shares; 2025Q2: 14,505 shares; 2025Q3: 14,926 shares; 2025Q4: 15,443 shares; 2026Q1: 15,872 shares; 2026Q2: 15,887 shares 15,887 $1.69M 0.51% +15 Timeline AVIG 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; 2024Q3: not loaded; 2024Q4: 38,499 shares; 2025Q1: 38,624 shares; 2025Q2: 30,537 shares; 2025Q3: 38,096 shares; 2025Q4: 38,544 shares; 2026Q1: 38,732 shares; 2026Q2: 39,242 shares 39,242 $1.62M 0.49% +510 Timeline AVDV 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; 2024Q3: not loaded; 2024Q4: 16,258 shares; 2025Q1: 16,251 shares; 2025Q2: 16,170 shares; 2025Q3: 15,984 shares; 2025Q4: 15,637 shares; 2026Q1: 15,508 shares; 2026Q2: 15,374 shares 15,374 $1.58M 0.48% -134 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: not loaded; 2024Q4: 12,225 shares; 2025Q1: 12,225 shares; 2025Q2: 12,225 shares; 2025Q3: 12,225 shares; 2025Q4: 13,420 shares; 2026Q1: 13,420 shares; 2026Q2: 13,420 shares 13,420 $1.52M 0.46% 0 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: not loaded; 2024Q4: 3,242 shares; 2025Q1: 3,720 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares; 2025Q4: 4,867 shares; 2026Q1: 4,852 shares; 2026Q2: 5,161 shares 5,161 $1.49M 0.45% +309 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,436 shares; 2025Q1: 18,482 shares; 2025Q2: 17,546 shares; 2025Q3: 20,172 shares; 2025Q4: 20,236 shares; 2026Q1: 20,289 shares; 2026Q2: 20,280 shares 20,280 $1.42M 0.43% -9 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,439 shares; 2025Q4: 23,439 shares; 2026Q1: 23,439 shares; 2026Q2: 23,439 shares 23,439 $1.4M 0.42% 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: not loaded; 2024Q4: 43,886 shares; 2025Q1: 44,542 shares; 2025Q2: 44,715 shares; 2025Q3: 45,285 shares; 2025Q4: 45,224 shares; 2026Q1: 45,263 shares; 2026Q2: 45,297 shares 45,297 $1.31M 0.4% +34 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,791 shares; 2025Q1: 14,942 shares; 2025Q2: 17,258 shares; 2025Q3: 17,087 shares; 2025Q4: 16,293 shares; 2026Q1: 16,373 shares; 2026Q2: 16,667 shares 16,667 $1.3M 0.39% +294 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: not loaded; 2024Q4: 34,682 shares; 2025Q1: 34,413 shares; 2025Q2: 34,440 shares; 2025Q3: 34,174 shares; 2025Q4: 34,839 shares; 2026Q1: 34,839 shares; 2026Q2: 35,049 shares 35,049 $1.27M 0.38% +210 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: not loaded; 2024Q4: 3,958 shares; 2025Q1: 3,806 shares; 2025Q2: 3,784 shares; 2025Q3: 4,169 shares; 2025Q4: 4,172 shares; 2026Q1: 4,162 shares; 2026Q2: 4,164 shares 4,164 $1.26M 0.38% +2 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,368 shares; 2025Q1: 7,539 shares; 2025Q2: 7,681 shares; 2025Q3: 7,766 shares; 2025Q4: 7,846 shares; 2026Q1: 7,846 shares; 2026Q2: 7,599 shares 7,599 $1.25M 0.38% -247 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,439 shares; 2025Q1: 4,473 shares; 2025Q2: 5,769 shares; 2025Q3: 5,782 shares; 2025Q4: 5,153 shares; 2026Q1: 5,165 shares; 2026Q2: 5,177 shares 5,177 $1.23M 0.37% +12 Timeline VCRM 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,118 shares; 2025Q3: 13,146 shares; 2025Q4: 13,395 shares; 2026Q1: 13,407 shares; 2026Q2: 16,062 shares 16,062 $1.23M 0.37% +2,655 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: not loaded; 2024Q4: 52,575 shares; 2025Q1: 44,199 shares; 2025Q2: 57,520 shares; 2025Q3: 52,793 shares; 2025Q4: 48,291 shares; 2026Q1: 47,656 shares; 2026Q2: 44,662 shares 44,662 $1.18M 0.36% -2,994 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: not loaded; 2024Q4: 17,362 shares; 2025Q1: 17,362 shares; 2025Q2: 17,395 shares; 2025Q3: 17,453 shares; 2025Q4: 19,568 shares; 2026Q1: 21,981 shares; 2026Q2: 23,233 shares 23,233 $1.17M 0.35% +1,252 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,664 shares; 2025Q1: 5,147 shares; 2025Q2: 5,152 shares; 2025Q3: 5,157 shares; 2025Q4: 9,344 shares; 2026Q1: 10,322 shares; 2026Q2: 13,993 shares 13,993 $1.15M 0.35% +3,671 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: not loaded; 2024Q4: 14,088 shares; 2025Q1: 14,087 shares; 2025Q2: 13,889 shares; 2025Q3: 13,860 shares; 2025Q4: 12,623 shares; 2026Q1: 11,535 shares; 2026Q2: 11,348 shares 11,348 $1.09M 0.33% -187 Timeline AVMU 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; 2024Q3: not loaded; 2024Q4: 31,110 shares; 2025Q1: 31,215 shares; 2025Q2: 24,673 shares; 2025Q3: 23,913 shares; 2025Q4: 24,098 shares; 2026Q1: 24,639 shares; 2026Q2: 23,286 shares 23,286 $1.08M 0.33% -1,353 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,915 shares; 2025Q1: 12,139 shares; 2025Q2: 14,206 shares; 2025Q3: 14,676 shares; 2025Q4: 17,574 shares; 2026Q1: 17,435 shares; 2026Q2: 14,589 shares 14,589 $1.06M 0.32% -2,846 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: not loaded; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares; 2026Q2: 1,329 shares 1,329 $992K 0.3% +5 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,586 shares; 2025Q1: 11,637 shares; 2025Q2: 11,730 shares; 2025Q3: 11,134 shares; 2025Q4: 11,142 shares; 2026Q1: 11,147 shares; 2026Q2: 10,774 shares 10,774 $987K 0.3% -373 Timeline IMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,523 shares; 2025Q2: 12,550 shares; 2025Q3: 14,055 shares; 2025Q4: 22,887 shares; 2026Q1: 24,288 shares; 2026Q2: 22,812 shares 22,812 $987K 0.3% -1,476 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,418 shares 23,418 $971K 0.29% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,468 shares; 2025Q3: 3,078 shares; 2025Q4: 7,231 shares; 2026Q1: 9,039 shares; 2026Q2: 9,602 shares 9,602 $967K 0.29% +563 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,086 shares; 2025Q2: 16,047 shares; 2025Q3: 17,948 shares; 2025Q4: 27,896 shares; 2026Q1: 30,027 shares; 2026Q2: 28,262 shares 28,262 $963K 0.29% -1,765 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: not loaded; 2024Q4: 15,692 shares; 2025Q1: 16,064 shares; 2025Q2: 15,540 shares; 2025Q3: 15,568 shares; 2025Q4: 15,596 shares; 2026Q1: 15,596 shares; 2026Q2: 15,603 shares 15,603 $931K 0.28% +7 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: not loaded; 2024Q4: 12,442 shares; 2025Q1: 12,196 shares; 2025Q2: 14,611 shares; 2025Q3: 14,611 shares; 2025Q4: 18,338 shares; 2026Q1: 18,389 shares; 2026Q2: 18,416 shares 18,416 $892K 0.27% +27 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,370 shares; 2025Q1: 26,360 shares; 2025Q2: 26,530 shares; 2025Q3: 26,631 shares; 2025Q4: 26,626 shares; 2026Q1: 26,725 shares; 2026Q2: 26,818 shares 26,818 $834K 0.25% +93 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: not loaded; 2024Q4: 1,357 shares; 2025Q1: 1,592 shares; 2025Q2: 1,592 shares; 2025Q3: 1,315 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares; 2026Q2: 2,214 shares 2,214 $826K 0.25% +192 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,200 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,567 shares; 2025Q4: 7,630 shares; 2026Q1: 7,644 shares; 2026Q2: 7,663 shares 7,663 $825K 0.25% +19 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,647 shares; 2025Q1: 16,094 shares; 2025Q2: 15,785 shares; 2025Q3: 15,981 shares; 2025Q4: 16,185 shares; 2026Q1: 16,263 shares; 2026Q2: 15,982 shares 15,982 $816K 0.25% -281 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; 2024Q3: not loaded; 2024Q4: 13,644 shares; 2025Q1: 13,648 shares; 2025Q2: 10,505 shares; 2025Q3: 10,511 shares; 2025Q4: 10,272 shares; 2026Q1: 16,673 shares; 2026Q2: 15,787 shares 15,787 $757K 0.23% -886 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; 2024Q3: not loaded; 2024Q4: 5,467 shares; 2025Q1: 5,483 shares; 2025Q2: 5,536 shares; 2025Q3: 5,699 shares; 2025Q4: 5,887 shares; 2026Q1: 5,897 shares; 2026Q2: 5,754 shares 5,754 $737K 0.22% -143 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: not loaded; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares; 2026Q2: 2,620 shares 2,620 $737K 0.22% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,954 shares; 2025Q1: 13,992 shares; 2025Q2: 14,029 shares; 2025Q3: 14,068 shares; 2025Q4: 14,109 shares; 2026Q1: 14,148 shares; 2026Q2: 14,188 shares 14,188 $716K 0.22% +40 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,365 shares; 2026Q2: 14,329 shares 14,329 $715K 0.22% +3,964 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $696K 0.21% 0 Timeline SCHO 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 loaded; 2024Q4: 14,472 shares; 2025Q1: 14,541 shares; 2025Q2: 14,693 shares; 2025Q3: 16,264 shares; 2025Q4: 29,866 shares; 2026Q1: 30,018 shares; 2026Q2: 28,697 shares 28,697 $693K 0.21% -1,321 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,600 shares 8,600 $680K 0.21% new Timeline VCRB 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 loaded; 2024Q4: 4,074 shares; 2025Q1: 5,568 shares; 2025Q2: 7,595 shares; 2025Q3: 8,596 shares; 2025Q4: 7,517 shares; 2026Q1: 7,871 shares; 2026Q2: 7,916 shares 7,916 $611K 0.18% +45 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,194 shares; 2025Q1: 23,344 shares; 2025Q2: 23,628 shares; 2025Q3: 20,103 shares; 2025Q4: 20,493 shares; 2026Q1: 20,620 shares; 2026Q2: 22,164 shares 22,164 $604K 0.18% +1,544 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,104 shares 5,104 $599K 0.18% new 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: not loaded; 2024Q4: 1,180 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,349 shares; 2026Q2: 1,592 shares 1,592 $563K 0.17% +243 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,491 shares; 2025Q2: 7,011 shares; 2025Q3: 11,236 shares; 2025Q4: 14,289 shares; 2026Q1: 14,241 shares; 2026Q2: 13,591 shares 13,591 $561K 0.17% -650 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,364 shares; 2025Q1: 11,389 shares; 2025Q2: 11,476 shares; 2025Q3: 11,557 shares; 2025Q4: 13,468 shares; 2026Q1: 13,487 shares; 2026Q2: 13,921 shares 13,921 $560K 0.17% +434 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,785 shares; 2026Q1: 4,785 shares; 2026Q2: 4,785 shares 4,785 $528K 0.16% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,007 shares; 2025Q1: 5,010 shares; 2025Q2: 5,034 shares; 2025Q3: 5,059 shares; 2025Q4: 5,142 shares; 2026Q1: 5,159 shares; 2026Q2: 5,183 shares 5,183 $525K 0.16% +24 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; 2024Q3: not loaded; 2024Q4: 4,763 shares; 2025Q1: 4,768 shares; 2025Q2: 5,948 shares; 2025Q3: 6,246 shares; 2025Q4: 5,706 shares; 2026Q1: 5,711 shares; 2026Q2: 5,687 shares 5,687 $524K 0.16% -24 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: not loaded; 2024Q4: 3,387 shares; 2025Q1: 3,391 shares; 2025Q2: 2,819 shares; 2025Q3: 2,336 shares; 2025Q4: 2,175 shares; 2026Q1: 2,177 shares; 2026Q2: 2,178 shares 2,178 $516K 0.16% +1 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: not loaded; 2024Q4: 1,684 shares; 2025Q1: 1,249 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,143 shares; 2026Q1: 1,494 shares; 2026Q2: 1,360 shares 1,360 $501K 0.15% -134 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,074 shares; 2026Q1: 6,166 shares; 2026Q2: 6,054 shares 6,054 $500K 0.15% -112 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: not loaded; 2024Q4: 1,199 shares; 2025Q1: 1,223 shares; 2025Q2: 1,080 shares; 2025Q3: 1,056 shares; 2025Q4: 956 shares; 2026Q1: 956 shares; 2026Q2: 956 shares 956 $478K 0.14% 0 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: not loaded; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares; 2025Q2: 1,902 shares; 2025Q3: 1,827 shares; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares; 2026Q2: 1,892 shares 1,892 $476K 0.14% 0 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: not loaded; 2024Q4: 3,173 shares; 2025Q1: 3,173 shares; 2025Q2: 4,359 shares; 2025Q3: 4,359 shares; 2025Q4: 3,292 shares; 2026Q1: 3,292 shares; 2026Q2: 3,292 shares 3,292 $450K 0.14% 0 Timeline VGSH 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 loaded; 2024Q4: 11,080 shares; 2025Q1: 11,131 shares; 2025Q2: 11,212 shares; 2025Q3: 11,291 shares; 2025Q4: 11,392 shares; 2026Q1: 7,689 shares; 2026Q2: 7,706 shares 7,706 $449K 0.14% +17 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: not loaded; 2024Q4: 1,835 shares; 2025Q1: 1,843 shares; 2025Q2: 1,762 shares; 2025Q3: 1,766 shares; 2025Q4: 1,362 shares; 2026Q1: 1,349 shares; 2026Q2: 5,406 shares 5,406 $436K 0.13% +4,057 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $434K 0.13% 0 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,108 shares; 2025Q1: 27,704 shares; 2025Q2: 27,704 shares; 2025Q3: 27,704 shares; 2025Q4: 28,254 shares; 2026Q1: 28,254 shares; 2026Q2: 28,254 shares 28,254 $427K 0.13% 0 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,600 shares; 2025Q1: 3,481 shares; 2025Q2: 3,574 shares; 2025Q3: 3,600 shares; 2025Q4: 3,604 shares; 2026Q1: 3,605 shares; 2026Q2: 3,628 shares 3,628 $425K 0.13% +23 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,890 shares; 2025Q4: 71,990 shares; 2026Q1: 71,990 shares; 2026Q2: 71,995 shares 71,995 $423K 0.13% +5 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 558 shares; 2026Q1: 558 shares; 2026Q2: 558 shares 558 $411K 0.12% 0 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: not loaded; 2024Q4: 2,572 shares; 2025Q1: 2,751 shares; 2025Q2: 2,870 shares; 2025Q3: 2,981 shares; 2025Q4: 3,053 shares; 2026Q1: 3,055 shares; 2026Q2: 2,592 shares 2,592 $410K 0.12% -463 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,830 shares; 2025Q1: 7,588 shares; 2025Q2: 8,197 shares; 2025Q3: 13,461 shares; 2025Q4: 13,448 shares; 2026Q1: 10,827 shares; 2026Q2: 10,438 shares 10,438 $405K 0.12% -389 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: not loaded; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares; 2026Q2: 1,577 shares 1,577 $400K 0.12% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,815 shares; 2025Q1: 3,311 shares; 2025Q2: 3,311 shares; 2025Q3: 3,311 shares; 2025Q4: 2,817 shares; 2026Q1: 2,392 shares; 2026Q2: 2,281 shares 2,281 $334K 0.1% -111 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,435 shares; 2026Q1: 7,435 shares; 2026Q2: 7,435 shares 7,435 $326K 0.1% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,670 shares; 2025Q4: 7,097 shares; 2026Q1: 7,115 shares; 2026Q2: 7,133 shares 7,133 $316K 0.1% +18 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,344 shares; 2025Q1: 2,344 shares; 2025Q2: not reported; 2025Q3: 2,344 shares; 2025Q4: 7,140 shares; 2026Q1: 7,140 shares; 2026Q2: 5,883 shares 5,883 $312K 0.09% -1,257 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 loaded; 2024Q4: 4,946 shares; 2025Q1: 4,951 shares; 2025Q2: 4,958 shares; 2025Q3: 4,964 shares; 2025Q4: 4,972 shares; 2026Q1: 4,979 shares; 2026Q2: 4,130 shares 4,130 $312K 0.09% -849 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,098 shares; 2025Q1: 9,098 shares; 2025Q2: 9,132 shares; 2025Q3: 8,897 shares; 2025Q4: 8,982 shares; 2026Q1: 8,985 shares; 2026Q2: 9,021 shares 9,021 $311K 0.09% +36 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: not loaded; 2024Q4: 3,914 shares; 2025Q1: 3,914 shares; 2025Q2: 3,914 shares; 2025Q3: 3,676 shares; 2025Q4: 3,747 shares; 2026Q1: 3,747 shares; 2026Q2: 3,747 shares 3,747 $305K 0.09% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,007 shares; 2025Q1: 8,537 shares; 2025Q2: 8,866 shares; 2025Q3: 8,866 shares; 2025Q4: 8,866 shares; 2026Q1: 8,866 shares; 2026Q2: 5,818 shares 5,818 $302K 0.09% -3,048 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,791 shares; 2025Q1: 3,791 shares; 2025Q2: 3,791 shares; 2025Q3: 3,791 shares; 2025Q4: 3,791 shares; 2026Q1: 3,791 shares; 2026Q2: 3,791 shares 3,791 $280K 0.08% 0 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,571 shares; 2025Q1: 5,571 shares; 2025Q2: 5,571 shares; 2025Q3: 5,571 shares; 2025Q4: 5,571 shares; 2026Q1: 5,571 shares; 2026Q2: 5,571 shares 5,571 $277K 0.08% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares; 2026Q1: 2,542 shares; 2026Q2: 2,542 shares 2,542 $264K 0.08% 0 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,488 shares; 2026Q1: 5,488 shares; 2026Q2: 5,488 shares 5,488 $262K 0.08% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,598 shares; 2025Q1: 4,635 shares; 2025Q2: 4,673 shares; 2025Q3: 4,713 shares; 2025Q4: 4,751 shares; 2026Q1: 4,790 shares; 2026Q2: 4,830 shares 4,830 $254K 0.08% +40 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,616 shares; 2026Q2: 2,616 shares 2,616 $253K 0.08% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,510 shares; 2025Q4: 3,162 shares; 2026Q1: 3,169 shares; 2026Q2: 3,169 shares 3,169 $244K 0.07% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares 1,087 $235K 0.07% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 448 shares; 2026Q1: not reported; 2026Q2: 2,691 shares 2,691 $232K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $229K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: not reported; 2026Q2: 190 shares 190 $228K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,080 shares 1,080 $216K 0.07% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,592 shares; 2026Q1: 2,610 shares; 2026Q2: 2,638 shares 2,638 $202K 0.06% +28 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,495 shares; 2025Q2: 14,035 shares; 2025Q3: 14,035 shares; 2025Q4: 14,035 shares; 2026Q1: 15,405 shares; 2026Q2: 15,640 shares 15,640 $134K 0.04% +235 Timeline