World Gold TR World Gold TR More: the full row for World Gold TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,135 shares; 2024Q4: 93,135 shares; 2025Q1: 107,460 shares; 2025Q2: 129,885 shares; 2025Q3: 134,055 shares; 2025Q4: 138,945 shares; 2026Q1: 139,375 shares; 2026Q2: 140,590 shares 140,590 $11.2M 5.55% +1,215 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: 42,693 shares; 2024Q4: 42,573 shares; 2025Q1: 43,045 shares; 2025Q2: 44,410 shares; 2025Q3: 42,785 shares; 2025Q4: 43,410 shares; 2026Q1: 42,935 shares; 2026Q2: 42,930 shares 42,930 $10.6M 5.25% -5 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,907 shares; 2024Q4: 121,907 shares; 2025Q1: 121,647 shares; 2025Q2: 120,847 shares; 2025Q3: 114,997 shares; 2025Q4: 114,192 shares; 2026Q1: 114,192 shares; 2026Q2: 114,192 shares 114,192 $9.56M 4.75% 0 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; 2024Q3: 111,151 shares; 2024Q4: 112,290 shares; 2025Q1: 112,205 shares; 2025Q2: 108,064 shares; 2025Q3: 105,246 shares; 2025Q4: 101,898 shares; 2026Q1: 101,270 shares; 2026Q2: 101,138 shares 101,138 $8.33M 4.14% -132 Timeline DISV 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: 175,345 shares; 2024Q4: 200,600 shares; 2025Q1: 191,540 shares; 2025Q2: 188,300 shares; 2025Q3: 185,040 shares; 2025Q4: 181,650 shares; 2026Q1: 177,950 shares; 2026Q2: 177,585 shares 177,585 $7.13M 3.54% -365 Timeline DFUV 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: 131,859 shares; 2024Q4: 131,854 shares; 2025Q1: 130,252 shares; 2025Q2: 130,267 shares; 2025Q3: 130,272 shares; 2025Q4: 130,385 shares; 2026Q1: 129,431 shares; 2026Q2: 129,440 shares 129,440 $7.12M 3.54% +9 Timeline BWZ 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: 180 shares; 2024Q4: 190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,025 shares; 2026Q1: 219,600 shares; 2026Q2: 264,206 shares 264,206 $7.07M 3.51% +44,606 Timeline IBND 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: 99,710 shares; 2024Q4: 31,425 shares; 2025Q1: 133,930 shares; 2025Q2: 228,190 shares; 2025Q3: 280,855 shares; 2025Q4: 326,356 shares; 2026Q1: 215,900 shares; 2026Q2: 213,150 shares 213,150 $6.65M 3.3% -2,750 Timeline AVRE 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: 83,515 shares; 2024Q4: 74,375 shares; 2025Q1: 105,215 shares; 2025Q2: 89,120 shares; 2025Q3: 100,810 shares; 2025Q4: 103,370 shares; 2026Q1: 132,335 shares; 2026Q2: 134,940 shares 134,940 $6.39M 3.18% +2,605 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,585 shares; 2024Q4: 42,890 shares; 2025Q1: 54,625 shares; 2025Q2: 84,995 shares; 2025Q3: 101,715 shares; 2025Q4: 122,170 shares; 2026Q1: 133,280 shares; 2026Q2: 142,385 shares 142,385 $6.04M 3% +9,105 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,530 shares; 2024Q4: 25,520 shares; 2025Q1: 25,470 shares; 2025Q2: 25,195 shares; 2025Q3: 24,520 shares; 2025Q4: 24,520 shares; 2026Q1: 24,520 shares; 2026Q2: 24,520 shares 24,520 $5.96M 2.96% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,012 shares; 2024Q4: 16,262 shares; 2025Q1: 16,207 shares; 2025Q2: 15,907 shares; 2025Q3: 15,307 shares; 2025Q4: 15,257 shares; 2026Q1: 15,891 shares; 2026Q2: 15,893 shares 15,893 $5.88M 2.92% +2 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: 97,783 shares; 2024Q4: 112,468 shares; 2025Q1: 110,493 shares; 2025Q2: 108,418 shares; 2025Q3: 108,433 shares; 2025Q4: 106,408 shares; 2026Q1: 106,938 shares; 2026Q2: 106,938 shares 106,938 $5.78M 2.87% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,475 shares; 2024Q4: 7,475 shares; 2025Q1: 7,475 shares; 2025Q2: 7,475 shares; 2025Q3: 7,475 shares; 2025Q4: 7,475 shares; 2026Q1: 7,475 shares; 2026Q2: 7,475 shares 7,475 $5.5M 2.73% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,463 shares; 2024Q4: 35,463 shares; 2025Q1: 35,480 shares; 2025Q2: 35,479 shares; 2025Q3: 35,483 shares; 2025Q4: 35,500 shares; 2026Q1: 35,500 shares; 2026Q2: 35,380 shares 35,380 $5.46M 2.71% -120 Timeline DFGR 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: 152,515 shares; 2024Q4: 217,880 shares; 2025Q1: 180,775 shares; 2025Q2: 145,515 shares; 2025Q3: 144,545 shares; 2025Q4: 202,460 shares; 2026Q1: 188,110 shares; 2026Q2: 171,240 shares 171,240 $4.96M 2.46% -16,870 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; 2024Q3: 5,255 shares; 2024Q4: 5,969 shares; 2025Q1: 5,534 shares; 2025Q2: 5,218 shares; 2025Q3: 5,008 shares; 2025Q4: 5,008 shares; 2026Q1: 4,983 shares; 2026Q2: 39,756 shares 39,756 $4.75M 2.36% +34,773 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,575 shares; 2024Q4: 53,570 shares; 2025Q1: 53,565 shares; 2025Q2: 53,565 shares; 2025Q3: 53,565 shares; 2025Q4: 53,565 shares; 2026Q1: 53,215 shares; 2026Q2: 53,215 shares 53,215 $4.41M 2.19% 0 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: 24,500 shares; 2024Q4: 26,410 shares; 2025Q1: 20,140 shares; 2025Q2: 26,650 shares; 2025Q3: 27,295 shares; 2025Q4: 32,575 shares; 2026Q1: 34,225 shares; 2026Q2: 33,855 shares 33,855 $4.22M 2.1% -370 Timeline DFIS 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: 103,180 shares; 2024Q4: 136,410 shares; 2025Q1: 127,370 shares; 2025Q2: 126,495 shares; 2025Q3: 118,995 shares; 2025Q4: 118,785 shares; 2026Q1: 114,235 shares; 2026Q2: 114,245 shares 114,245 $4M 1.99% +10 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: 92,623 shares; 2024Q4: 92,745 shares; 2025Q1: 102,785 shares; 2025Q2: 104,865 shares; 2025Q3: 100,990 shares; 2025Q4: 98,990 shares; 2026Q1: 97,995 shares; 2026Q2: 95,240 shares 95,240 $3.69M 1.83% -2,755 Timeline DFEV 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: 74,245 shares; 2024Q4: 85,335 shares; 2025Q1: 84,085 shares; 2025Q2: 84,585 shares; 2025Q3: 83,260 shares; 2025Q4: 82,235 shares; 2026Q1: 82,260 shares; 2026Q2: 82,260 shares 82,260 $3.51M 1.74% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,042 shares; 2024Q4: 39,042 shares; 2025Q1: 39,042 shares; 2025Q2: 39,042 shares; 2025Q3: 39,042 shares; 2025Q4: 39,042 shares; 2026Q1: 39,042 shares; 2026Q2: 39,042 shares 39,042 $3.2M 1.59% 0 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,800 shares; 2024Q4: 130,800 shares; 2025Q1: 130,800 shares; 2025Q2: 130,800 shares; 2025Q3: 130,800 shares; 2025Q4: 130,800 shares; 2026Q1: 130,800 shares; 2026Q2: 130,800 shares 130,800 $2.64M 1.31% 0 Timeline AVIV 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: 27,140 shares; 2024Q4: 18,675 shares; 2025Q1: 18,630 shares; 2025Q2: 20,100 shares; 2025Q3: 20,625 shares; 2025Q4: 31,125 shares; 2026Q1: 30,790 shares; 2026Q2: 33,345 shares 33,345 $2.58M 1.28% +2,555 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: 15,575 shares; 2024Q4: 8,680 shares; 2025Q1: 8,930 shares; 2025Q2: 10,255 shares; 2025Q3: 10,100 shares; 2025Q4: 16,605 shares; 2026Q1: 20,780 shares; 2026Q2: 22,885 shares 22,885 $2.36M 1.17% +2,105 Timeline DFAX 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: 67,158 shares; 2024Q4: 67,188 shares; 2025Q1: 66,539 shares; 2025Q2: 66,529 shares; 2025Q3: 64,606 shares; 2025Q4: 63,131 shares; 2026Q1: 63,131 shares; 2026Q2: 63,131 shares 63,131 $2.33M 1.16% 0 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: 31,766 shares; 2024Q4: 31,498 shares; 2025Q1: 30,673 shares; 2025Q2: 30,674 shares; 2025Q3: 30,802 shares; 2025Q4: 29,735 shares; 2026Q1: 31,596 shares; 2026Q2: 31,603 shares 31,603 $2.21M 1.1% +7 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: 20,425 shares; 2024Q4: 13,325 shares; 2025Q1: 11,725 shares; 2025Q2: 14,805 shares; 2025Q3: 13,975 shares; 2025Q4: 22,010 shares; 2026Q1: 21,630 shares; 2026Q2: 22,865 shares 22,865 $2.21M 1.1% +1,235 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: 26,880 shares; 2024Q4: 21,655 shares; 2025Q1: 20,905 shares; 2025Q2: 21,270 shares; 2025Q3: 21,475 shares; 2025Q4: 23,705 shares; 2026Q1: 22,550 shares; 2026Q2: 24,665 shares 24,665 $2.2M 1.09% +2,115 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: 9,680 shares; 2024Q4: 10,430 shares; 2025Q1: 10,480 shares; 2025Q2: 11,160 shares; 2025Q3: 11,160 shares; 2025Q4: 13,255 shares; 2026Q1: 15,550 shares; 2026Q2: 15,450 shares 15,450 $1.98M 0.98% -100 Timeline AVSC 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: 8,835 shares; 2024Q4: 12,085 shares; 2025Q1: 9,590 shares; 2025Q2: 10,100 shares; 2025Q3: 10,155 shares; 2025Q4: 19,335 shares; 2026Q1: 25,875 shares; 2026Q2: 26,200 shares 26,200 $1.92M 0.95% +325 Timeline AVDS 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: 16,320 shares; 2024Q4: 5,800 shares; 2025Q1: 5,350 shares; 2025Q2: 5,645 shares; 2025Q3: 5,620 shares; 2025Q4: 14,975 shares; 2026Q1: 20,900 shares; 2026Q2: 23,860 shares 23,860 $1.8M 0.89% +2,960 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: 5,705 shares; 2024Q4: 5,705 shares; 2025Q1: 5,705 shares; 2025Q2: 5,705 shares; 2025Q3: 5,705 shares; 2025Q4: 5,750 shares; 2026Q1: 5,750 shares; 2026Q2: 5,750 shares 5,750 $1.74M 0.87% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,028 shares 2,028 $1.51M 0.75% +28 Timeline AVLV 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: 6,210 shares; 2024Q4: 7,455 shares; 2025Q1: 7,460 shares; 2025Q2: 9,615 shares; 2025Q3: 9,365 shares; 2025Q4: 12,295 shares; 2026Q1: 15,510 shares; 2026Q2: 16,150 shares 16,150 $1.47M 0.73% +640 Timeline AVGE 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: 9,165 shares; 2024Q4: 10,850 shares; 2025Q1: 11,055 shares; 2025Q2: 11,751 shares; 2025Q3: 12,371 shares; 2025Q4: 12,467 shares; 2026Q1: 12,991 shares; 2026Q2: 14,226 shares 14,226 $1.41M 0.7% +1,235 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: 33,882 shares; 2024Q4: 33,885 shares; 2025Q1: 33,885 shares; 2025Q2: 33,891 shares; 2025Q3: 36,580 shares; 2025Q4: 29,800 shares; 2026Q1: 29,803 shares; 2026Q2: 29,806 shares 29,806 $1.32M 0.66% +3 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: 21,855 shares; 2024Q4: 42,480 shares; 2025Q1: 41,055 shares; 2025Q2: 40,080 shares; 2025Q3: 36,735 shares; 2025Q4: 32,880 shares; 2026Q1: 31,255 shares; 2026Q2: 31,255 shares 31,255 $1.29M 0.64% 0 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: 28,050 shares; 2024Q4: 35,155 shares; 2025Q1: 35,405 shares; 2025Q2: 35,405 shares; 2025Q3: 34,050 shares; 2025Q4: 31,500 shares; 2026Q1: 31,490 shares; 2026Q2: 31,385 shares 31,385 $1.26M 0.63% -105 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: 5,815 shares; 2024Q4: 5,815 shares; 2025Q1: 5,005 shares; 2025Q2: 5,005 shares; 2025Q3: 4,505 shares; 2025Q4: 4,275 shares; 2026Q1: 5,602 shares; 2026Q2: 5,599 shares 5,599 $1.22M 0.61% -3 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: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares; 2026Q2: 1,710 shares 1,710 $1.17M 0.58% +235 Timeline AVES 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: 17,255 shares; 2024Q4: 12,015 shares; 2025Q1: 6,960 shares; 2025Q2: 10,045 shares; 2025Q3: 10,345 shares; 2025Q4: 13,560 shares; 2026Q1: 16,360 shares; 2026Q2: 16,910 shares 16,910 $1.11M 0.55% +550 Timeline VNQI 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: 58,185 shares; 2024Q4: 32,015 shares; 2025Q1: 28,065 shares; 2025Q2: 24,515 shares; 2025Q3: 24,445 shares; 2025Q4: 24,260 shares; 2026Q1: 24,350 shares; 2026Q2: 24,150 shares 24,150 $1.08M 0.54% -200 Timeline VWOB 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: 19,735 shares; 2024Q4: 32,115 shares; 2025Q1: 29,760 shares; 2025Q2: 17,460 shares; 2025Q3: 15,280 shares; 2025Q4: 16,725 shares; 2026Q1: 15,685 shares; 2026Q2: 16,060 shares 16,060 $1.08M 0.54% +375 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,275 shares; 2024Q4: 5,275 shares; 2025Q1: 5,275 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares; 2026Q1: 5,275 shares; 2026Q2: 5,275 shares 5,275 $1.04M 0.52% 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: 3,654 shares; 2024Q4: 3,459 shares; 2025Q1: 3,485 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares; 2025Q4: 3,458 shares; 2026Q1: 3,458 shares; 2026Q2: 3,548 shares 3,548 $1.03M 0.51% +90 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,780 shares; 2024Q4: 2,780 shares; 2025Q1: 2,780 shares; 2025Q2: 2,890 shares; 2025Q3: 2,820 shares; 2025Q4: 2,825 shares; 2026Q1: 2,755 shares; 2026Q2: 2,755 shares 2,755 $1.01M 0.5% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $985K 0.49% 0 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: 15,360 shares; 2024Q4: 15,355 shares; 2025Q1: 15,005 shares; 2025Q2: 15,005 shares; 2025Q3: 15,005 shares; 2025Q4: 15,005 shares; 2026Q1: 16,897 shares; 2026Q2: 16,417 shares 16,417 $980K 0.49% -480 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares; 2026Q2: 7,700 shares 7,700 $956K 0.47% +5,775 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 3,040 shares; 2025Q1: 2,690 shares; 2025Q2: 2,690 shares; 2025Q3: 2,740 shares; 2025Q4: 3,100 shares; 2026Q1: 2,900 shares; 2026Q2: 6,560 shares 6,560 $950K 0.47% +3,660 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: 913 shares; 2024Q4: 913 shares; 2025Q1: 925 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 912 shares; 2026Q1: 1,075 shares; 2026Q2: 2,455 shares 2,455 $916K 0.45% +1,380 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,860 shares; 2024Q4: 20,495 shares; 2025Q1: 21,045 shares; 2025Q2: 20,605 shares; 2025Q3: 19,630 shares; 2025Q4: 22,930 shares; 2026Q1: 21,440 shares; 2026Q2: 20,955 shares 20,955 $872K 0.43% -485 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,873 shares; 2024Q4: 1,853 shares; 2025Q1: 1,856 shares; 2025Q2: 1,853 shares; 2025Q3: 1,821 shares; 2025Q4: 1,771 shares; 2026Q1: 1,721 shares; 2026Q2: 1,721 shares 1,721 $861K 0.43% 0 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: 7,862 shares; 2024Q4: 7,862 shares; 2025Q1: 7,873 shares; 2025Q2: 7,882 shares; 2025Q3: 7,700 shares; 2025Q4: 7,713 shares; 2026Q1: 11,556 shares; 2026Q2: 11,763 shares 11,763 $838K 0.42% +207 Timeline GOOGLE INC GOOGLE INC More: the full row for GOOGLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 2,366 shares; 2026Q2: 2,366 shares 2,366 $836K 0.42% 0 SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,155 shares; 2024Q4: 9,155 shares; 2025Q1: 9,155 shares; 2025Q2: 9,155 shares; 2025Q3: 9,155 shares; 2025Q4: 9,155 shares; 2026Q1: 9,155 shares; 2026Q2: 9,155 shares 9,155 $753K 0.37% 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: 9,250 shares; 2024Q4: 9,250 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares; 2026Q1: 9,250 shares; 2026Q2: 9,250 shares 9,250 $713K 0.35% 0 Timeline AVEE 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: 9,685 shares; 2024Q4: 7,945 shares; 2025Q1: 7,545 shares; 2025Q2: 7,445 shares; 2025Q3: 8,410 shares; 2025Q4: 8,840 shares; 2026Q1: 9,285 shares; 2026Q2: 9,845 shares 9,845 $683K 0.34% +560 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $593K 0.29% 0 Timeline Google Google More: the full row for Google Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,610 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,652 shares 1,652 $590K 0.29% +52 DFEM 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 reported; 2024Q4: 15,000 shares; 2025Q1: 15,605 shares; 2025Q2: 15,030 shares; 2025Q3: 14,285 shares; 2025Q4: 14,300 shares; 2026Q1: 14,305 shares; 2026Q2: 14,310 shares 14,310 $582K 0.29% +5 Timeline DFGX 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: 47,445 shares; 2024Q4: 63,480 shares; 2025Q1: 41,125 shares; 2025Q2: 19,010 shares; 2025Q3: 17,920 shares; 2025Q4: 14,130 shares; 2026Q1: 12,665 shares; 2026Q2: 10,205 shares 10,205 $547K 0.27% -2,460 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 900 shares; 2025Q1: 836 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 958 shares; 2026Q1: 958 shares; 2026Q2: 958 shares 958 $540K 0.27% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,154 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares 2,140 $510K 0.25% 0 Timeline DFCF 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: 5,010 shares; 2024Q4: 6,080 shares; 2025Q1: 8,400 shares; 2025Q2: 7,485 shares; 2025Q3: 13,040 shares; 2025Q4: 8,555 shares; 2026Q1: 7,740 shares; 2026Q2: 10,550 shares 10,550 $445K 0.22% +2,810 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: 5,499 shares; 2024Q4: 5,499 shares; 2025Q1: 5,500 shares; 2025Q2: 5,499 shares; 2025Q3: 5,499 shares; 2025Q4: 5,499 shares; 2026Q1: 1,926 shares; 2026Q2: 1,926 shares 1,926 $417K 0.21% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,210 shares; 2024Q4: 64,645 shares; 2025Q1: 27,165 shares; 2025Q2: 18,910 shares; 2025Q3: 16,290 shares; 2025Q4: 10,645 shares; 2026Q1: 8,735 shares; 2026Q2: 8,510 shares 8,510 $412K 0.2% -225 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: 5,855 shares; 2024Q4: 6,030 shares; 2025Q1: 4,300 shares; 2025Q2: 4,260 shares; 2025Q3: 4,285 shares; 2025Q4: 4,280 shares; 2026Q1: 4,070 shares; 2026Q2: 4,070 shares 4,070 $392K 0.19% 0 Timeline DFAU 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: 12,515 shares; 2024Q4: 12,540 shares; 2025Q1: 12,130 shares; 2025Q2: 12,900 shares; 2025Q3: 12,805 shares; 2025Q4: 7,555 shares; 2026Q1: 7,560 shares; 2026Q2: 7,345 shares 7,345 $380K 0.19% -215 Timeline DFAW 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: 3,541 shares; 2024Q4: 3,608 shares; 2025Q1: 3,484 shares; 2025Q2: 3,492 shares; 2025Q3: 3,494 shares; 2025Q4: 3,496 shares; 2026Q1: 3,497 shares; 2026Q2: 3,499 shares 3,499 $290K 0.14% +2 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,230 shares; 2026Q1: 6,805 shares; 2026Q2: 5,240 shares 5,240 $274K 0.14% -1,565 Timeline DFSD 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: 7,830 shares; 2024Q4: 7,875 shares; 2025Q1: 7,875 shares; 2025Q2: 7,855 shares; 2025Q3: 7,825 shares; 2025Q4: 5,575 shares; 2026Q1: 5,585 shares; 2026Q2: 5,590 shares 5,590 $267K 0.13% +5 Timeline VFVA 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,980 shares; 2025Q4: not reported; 2026Q1: 1,445 shares; 2026Q2: 1,445 shares 1,445 $214K 0.11% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462 shares; 2024Q4: 462 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $167K 0.08% 0 Timeline DEHP 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: 2,655 shares; 2024Q4: 3,825 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,465 shares; 2026Q2: 3,805 shares 3,805 $163K 0.08% +340 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: 440 shares; 2024Q4: 440 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 440 shares; 2026Q2: 807 shares 807 $161K 0.08% +367 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $155K 0.08% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares; 2026Q2: 1,009 shares 1,009 $147K 0.07% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 290 shares 290 $122K 0.06% +190 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,530 shares; 2026Q2: 1,530 shares 1,530 $109K 0.05% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $103K 0.05% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 172 shares 172 $99.9K 0.05% +72 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: 6,803 shares; 2024Q4: 5,517 shares; 2025Q1: 4,622 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,813 shares; 2026Q1: 1,500 shares; 2026Q2: 1,760 shares 1,760 $88.4K 0.04% +260 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $74.4K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 1,785 shares 1,785 $73.9K 0.04% +1,775 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293 shares; 2026Q2: 293 shares 293 $73.6K 0.04% 0 Timeline DFIP 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: 7,235 shares; 2024Q4: 6,185 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares; 2026Q2: 1,515 shares 1,515 $62.5K 0.03% +115 Timeline DIHP 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: 3,825 shares; 2024Q4: 1,550 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,710 shares; 2026Q2: 1,815 shares 1,815 $61.9K 0.03% +105 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: 202 shares; 2024Q4: 202 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $56.8K 0.03% 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; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $47.8K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 397 shares 397 $46.3K 0.02% new Timeline BROADCOM LTD BROADCOM LTD More: the full row for BROADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $41.6K 0.02% 0 CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $39.4K 0.02% 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; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $35.5K 0.02% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 2,500 shares 2,500 $35.3K 0.02% +2,250 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,625 shares; 2026Q2: 305 shares 305 $24.6K 0.01% -5,320 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 553 shares; 2026Q2: 553 shares 553 $23.4K 0.01% 0 Timeline VUSB 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: 398 shares; 2024Q4: 403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 438 shares; 2026Q2: 446 shares 446 $22.2K 0.01% +8 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: 183 shares; 2024Q4: 183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183 shares; 2026Q2: 183 shares 183 $20.7K 0.01% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $16.6K 0.01% 0 Timeline AVIE 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: 1,650 shares; 2024Q4: 3,035 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180 shares; 2026Q2: 205 shares 205 $15.2K 0.01% +25 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $14K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $13.8K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157 shares; 2026Q2: 157 shares 157 $11.9K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 483 shares; 2026Q2: 483 shares 483 $11.6K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $9.62K <0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $7.3K <0.01% 0 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 255 shares; 2026Q2: 140 shares 140 $6.86K <0.01% -115 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $5.71K <0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $4.93K <0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $4.9K <0.01% 0 Timeline TOTL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares; 2026Q2: 120 shares 120 $4.74K <0.01% -35 Timeline DUSB 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: 2,080 shares; 2024Q4: 3,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 830 shares; 2026Q2: 85 shares 85 $4.32K <0.01% -745 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $4.23K <0.01% 0 Timeline AVSF 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: 75 shares; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 90 shares 90 $4.19K <0.01% +5 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215 shares; 2026Q2: 220 shares 220 $3.49K <0.01% +5 Timeline COMT 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; 2024Q3: 110 shares; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares; 2026Q2: 115 shares 115 $3.49K <0.01% +5 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $3.35K <0.01% 0 Timeline DFMC DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 50 shares 50 $3.05K <0.01% +30 Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $2.66K <0.01% 0 Timeline Etfmg Prime Mobile Etfmg Prime Mobile More: the full row for Etfmg Prime Mobile Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $2.54K <0.01% 0 HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $2.28K <0.01% 0 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: 620 shares; 2024Q4: 610 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $1.98K <0.01% 0 Timeline SPDR SERIES TRUST BLOOMBERG… SPDR SERIES TRUST BLOOMBERG BR More: the full row for SPDR SERIES TRUST BLOOMBERG BR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $1.93K <0.01% 0 AVUQ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 25 shares 25 $1.65K <0.01% +20 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $1.51K <0.01% new Timeline DUHP 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: 1,140 shares; 2024Q4: 1,195 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 35 shares 35 $1.46K <0.01% -5 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $937 <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52 shares 52 $902 <0.01% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $452 <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $384 <0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $265 <0.01% 0 Timeline ARL AMERICAN RLTY INVS INC More: the full row for AMERICAN RLTY INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $223 <0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $190 <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $72 <0.01% 0 Timeline GMEWS GAMESTOP CORP NEW More: the full row for GAMESTOP CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $3 <0.01% 0 Timeline LKM Link Motion Inc More: the full row for Link Motion Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $0 0% 0 Value filed as zero, left out of ratios. 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