IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,479 shares; 2024Q4: 223,219 shares; 2025Q1: 225,606 shares; 2025Q2: 224,572 shares; 2025Q3: 229,235 shares; 2025Q4: 232,603 shares; 2026Q1: 252,533 shares; 2026Q2: 255,285 shares 255,285 $24.7M 7.56% +2,752 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,862 shares; 2024Q4: 473,570 shares; 2025Q1: 477,173 shares; 2025Q2: 548,735 shares; 2025Q3: 653,058 shares; 2025Q4: 652,830 shares; 2026Q1: 653,158 shares; 2026Q2: 641,729 shares 641,729 $22.3M 6.85% -11,429 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,222 shares; 2024Q4: 528,166 shares; 2025Q1: 509,116 shares; 2025Q2: 596,433 shares; 2025Q3: 646,778 shares; 2025Q4: 625,100 shares; 2026Q1: 627,528 shares; 2026Q2: 632,901 shares 632,901 $21.4M 6.57% +5,373 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,303 shares; 2024Q4: 22,278 shares; 2025Q1: 22,258 shares; 2025Q2: 22,068 shares; 2025Q3: 21,643 shares; 2025Q4: 21,298 shares; 2026Q1: 22,498 shares; 2026Q2: 23,748 shares 23,748 $10.1M 3.11% +1,250 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: 33,411 shares; 2024Q4: 33,034 shares; 2025Q1: 32,335 shares; 2025Q2: 32,877 shares; 2025Q3: 32,030 shares; 2025Q4: 33,636 shares; 2026Q1: 34,139 shares; 2026Q2: 33,222 shares 33,222 $9.61M 2.95% -917 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: 23,824 shares; 2024Q4: 23,843 shares; 2025Q1: 25,075 shares; 2025Q2: 24,848 shares; 2025Q3: 24,483 shares; 2025Q4: 25,062 shares; 2026Q1: 25,054 shares; 2026Q2: 25,008 shares 25,008 $9.33M 2.86% -46 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505,086 shares; 2024Q4: 504,562 shares; 2025Q1: 504,062 shares; 2025Q2: 501,988 shares; 2025Q3: 501,988 shares; 2025Q4: 506,663 shares; 2026Q1: 509,463 shares; 2026Q2: 505,963 shares 505,963 $8.9M 2.73% -3,500 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: 10,144 shares; 2024Q4: 10,082 shares; 2025Q1: 10,009 shares; 2025Q2: 9,691 shares; 2025Q3: 9,671 shares; 2025Q4: 9,599 shares; 2026Q1: 10,496 shares; 2026Q2: 10,409 shares 10,409 $7.77M 2.38% -87 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,490 shares; 2025Q1: 20,380 shares; 2025Q2: 21,704 shares; 2025Q3: 21,579 shares; 2025Q4: 20,079 shares; 2026Q1: 18,609 shares; 2026Q2: 17,506 shares 17,506 $7.59M 2.33% -1,103 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: 22,826 shares; 2024Q4: 22,851 shares; 2025Q1: 22,716 shares; 2025Q2: 22,956 shares; 2025Q3: 22,453 shares; 2025Q4: 22,049 shares; 2026Q1: 21,582 shares; 2026Q2: 21,077 shares 21,077 $7.45M 2.28% -505 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,715 shares; 2024Q4: 80,295 shares; 2025Q1: 81,458 shares; 2025Q2: 74,964 shares; 2025Q3: 61,229 shares; 2025Q4: 61,239 shares; 2026Q1: 51,433 shares; 2026Q2: 49,858 shares 49,858 $7.31M 2.24% -1,575 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,876 shares; 2024Q4: 21,741 shares; 2025Q1: 21,286 shares; 2025Q2: 21,166 shares; 2025Q3: 20,741 shares; 2025Q4: 21,542 shares; 2026Q1: 21,736 shares; 2026Q2: 20,238 shares 20,238 $7.23M 2.22% -1,498 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: 37,235 shares; 2024Q4: 37,247 shares; 2025Q1: 36,580 shares; 2025Q2: 35,430 shares; 2025Q3: 34,755 shares; 2025Q4: 34,827 shares; 2026Q1: 34,184 shares; 2026Q2: 33,484 shares 33,484 $6.7M 2.06% -700 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,175 shares; 2024Q4: 22,975 shares; 2025Q1: 22,280 shares; 2025Q2: 21,685 shares; 2025Q3: 20,250 shares; 2025Q4: 19,364 shares; 2026Q1: 18,948 shares; 2026Q2: 17,425 shares 17,425 $6.58M 2.02% -1,523 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: 84,703 shares; 2024Q4: 43,499 shares; 2025Q1: 49,485 shares; 2025Q2: 46,211 shares; 2025Q3: 58,259 shares; 2025Q4: 75,012 shares; 2026Q1: 90,412 shares; 2026Q2: 83,934 shares 83,934 $6.19M 1.9% -6,478 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,935 shares; 2024Q4: 113,677 shares; 2025Q1: 114,284 shares; 2025Q2: 115,476 shares; 2025Q3: 124,208 shares; 2025Q4: 124,262 shares; 2026Q1: 127,140 shares; 2026Q2: 122,306 shares 122,306 $5.71M 1.75% -4,834 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,390 shares; 2024Q4: 23,947 shares; 2025Q1: 23,425 shares; 2025Q2: 23,286 shares; 2025Q3: 23,186 shares; 2025Q4: 23,114 shares; 2026Q1: 22,473 shares; 2026Q2: 21,930 shares 21,930 $4.06M 1.25% -543 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,845 shares; 2024Q4: 18,845 shares; 2025Q1: 18,495 shares; 2025Q2: 18,945 shares; 2025Q3: 17,595 shares; 2025Q4: 17,370 shares; 2026Q1: 18,475 shares; 2026Q2: 15,890 shares 15,890 $4.06M 1.25% -2,585 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,454 shares; 2025Q4: 30,329 shares; 2026Q1: 44,129 shares; 2026Q2: 72,295 shares 72,295 $3.69M 1.13% +28,166 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: 12,288 shares; 2024Q4: 12,034 shares; 2025Q1: 12,265 shares; 2025Q2: 12,210 shares; 2025Q3: 11,555 shares; 2025Q4: 11,976 shares; 2026Q1: 11,431 shares; 2026Q2: 11,238 shares 11,238 $3.68M 1.13% -193 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,153 shares; 2024Q4: 19,853 shares; 2025Q1: 28,730 shares; 2025Q2: 30,112 shares; 2025Q3: 29,316 shares; 2025Q4: 28,387 shares; 2026Q1: 27,172 shares; 2026Q2: 26,283 shares 26,283 $3.38M 1.04% -889 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: 13,965 shares; 2024Q4: 13,875 shares; 2025Q1: 13,188 shares; 2025Q2: 13,036 shares; 2025Q3: 12,835 shares; 2025Q4: 13,099 shares; 2026Q1: 13,018 shares; 2026Q2: 12,559 shares 12,559 $3.19M 0.98% -459 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: 11,618 shares; 2024Q4: 11,608 shares; 2025Q1: 11,463 shares; 2025Q2: 11,696 shares; 2025Q3: 11,436 shares; 2025Q4: 12,022 shares; 2026Q1: 12,279 shares; 2026Q2: 12,552 shares 12,552 $2.99M 0.92% +273 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,479 shares; 2024Q4: 25,117 shares; 2025Q1: 24,967 shares; 2025Q2: 24,367 shares; 2025Q3: 33,383 shares; 2025Q4: 33,383 shares; 2026Q1: 33,383 shares; 2026Q2: 31,727 shares 31,727 $2.96M 0.91% -1,656 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,162 shares; 2024Q4: 54,215 shares; 2025Q1: 54,998 shares; 2025Q2: 53,774 shares; 2025Q3: 55,077 shares; 2025Q4: 57,054 shares; 2026Q1: 55,241 shares; 2026Q2: 54,945 shares 54,945 $2.71M 0.83% -296 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: 23,419 shares; 2024Q4: 23,623 shares; 2025Q1: 23,623 shares; 2025Q2: 22,551 shares; 2025Q3: 24,484 shares; 2025Q4: 24,515 shares; 2026Q1: 28,408 shares; 2026Q2: 27,310 shares 27,310 $2.7M 0.83% -1,098 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: 22,835 shares; 2024Q4: 22,581 shares; 2025Q1: 22,501 shares; 2025Q2: 22,169 shares; 2025Q3: 22,871 shares; 2025Q4: 22,691 shares; 2026Q1: 22,873 shares; 2026Q2: 22,673 shares 22,673 $2.5M 0.77% -200 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: 32,240 shares; 2024Q4: 31,440 shares; 2025Q1: 34,130 shares; 2025Q2: 33,855 shares; 2025Q3: 31,355 shares; 2025Q4: 31,785 shares; 2026Q1: 32,323 shares; 2026Q2: 32,148 shares 32,148 $2.48M 0.76% -175 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,120 shares; 2024Q4: 63,120 shares; 2025Q1: 63,155 shares; 2025Q2: 63,289 shares; 2025Q3: 38,366 shares; 2025Q4: 37,946 shares; 2026Q1: 38,330 shares; 2026Q2: 40,500 shares 40,500 $2.45M 0.75% +2,170 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: 7,122 shares; 2024Q4: 7,090 shares; 2025Q1: 7,015 shares; 2025Q2: 7,107 shares; 2025Q3: 6,882 shares; 2025Q4: 6,866 shares; 2026Q1: 6,685 shares; 2026Q2: 6,635 shares 6,635 $2.4M 0.74% -50 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: 4,517 shares; 2024Q4: 4,545 shares; 2025Q1: 4,828 shares; 2025Q2: 4,710 shares; 2025Q3: 4,595 shares; 2025Q4: 4,611 shares; 2026Q1: 4,611 shares; 2026Q2: 4,581 shares 4,581 $2.29M 0.7% -30 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; 2024Q3: 16,836 shares; 2024Q4: 15,637 shares; 2025Q1: 16,101 shares; 2025Q2: 16,101 shares; 2025Q3: 15,401 shares; 2025Q4: 15,376 shares; 2026Q1: 15,126 shares; 2026Q2: 15,041 shares 15,041 $2.28M 0.7% -85 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: 2,051 shares; 2024Q4: 2,007 shares; 2025Q1: 1,868 shares; 2025Q2: 1,845 shares; 2025Q3: 1,770 shares; 2025Q4: 1,830 shares; 2026Q1: 2,031 shares; 2026Q2: 1,804 shares 1,804 $2.16M 0.66% -227 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: 7,261 shares; 2024Q4: 7,299 shares; 2025Q1: 7,482 shares; 2025Q2: 7,482 shares; 2025Q3: 7,482 shares; 2025Q4: 7,432 shares; 2026Q1: 7,923 shares; 2026Q2: 7,943 shares 7,943 $2M 0.61% +20 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,849 shares; 2024Q4: 20,984 shares; 2025Q1: 21,817 shares; 2025Q2: 21,813 shares; 2025Q3: 11,980 shares; 2025Q4: 12,133 shares; 2026Q1: 12,122 shares; 2026Q2: 11,707 shares 11,707 $1.94M 0.6% -415 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; 2024Q3: 9,922 shares; 2024Q4: 9,329 shares; 2025Q1: 9,096 shares; 2025Q2: 9,099 shares; 2025Q3: 8,949 shares; 2025Q4: 8,799 shares; 2026Q1: 8,763 shares; 2026Q2: 8,747 shares 8,747 $1.93M 0.59% -16 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: 17,455 shares; 2024Q4: 17,055 shares; 2025Q1: 17,204 shares; 2025Q2: 17,054 shares; 2025Q3: 15,564 shares; 2025Q4: 15,304 shares; 2026Q1: 17,495 shares; 2026Q2: 15,545 shares 15,545 $1.83M 0.56% -1,950 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: 5,882 shares; 2024Q4: 5,832 shares; 2025Q1: 5,832 shares; 2025Q2: 5,782 shares; 2025Q3: 5,482 shares; 2025Q4: 5,512 shares; 2026Q1: 5,057 shares; 2026Q2: 4,877 shares 4,877 $1.8M 0.55% -180 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,227 shares; 2024Q4: 21,455 shares; 2025Q1: 19,978 shares; 2025Q2: 19,292 shares; 2025Q3: 11,628 shares; 2025Q4: 11,440 shares; 2026Q1: 12,940 shares; 2026Q2: 12,690 shares 12,690 $1.77M 0.54% -250 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: 11,573 shares; 2024Q4: 12,573 shares; 2025Q1: 12,307 shares; 2025Q2: 12,232 shares; 2025Q3: 11,659 shares; 2025Q4: 11,584 shares; 2026Q1: 11,657 shares; 2026Q2: 11,657 shares 11,657 $1.73M 0.53% 0 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: 2,558 shares; 2024Q4: 2,530 shares; 2025Q1: 2,559 shares; 2025Q2: 3,344 shares; 2025Q3: 1,969 shares; 2025Q4: 1,969 shares; 2026Q1: 2,288 shares; 2026Q2: 2,243 shares 2,243 $1.68M 0.52% -45 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,176 shares; 2024Q4: 5,238 shares; 2025Q1: 5,187 shares; 2025Q2: 5,064 shares; 2025Q3: 5,064 shares; 2025Q4: 5,064 shares; 2026Q1: 5,414 shares; 2026Q2: 5,489 shares 5,489 $1.65M 0.51% +75 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: 15,284 shares; 2024Q4: 15,284 shares; 2025Q1: 15,400 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,025 shares; 2026Q1: 13,879 shares; 2026Q2: 13,898 shares 13,898 $1.57M 0.48% +19 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,510 shares; 2024Q4: 2,517 shares; 2025Q1: 2,617 shares; 2025Q2: 2,572 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares; 2026Q1: 2,458 shares; 2026Q2: 2,433 shares 2,433 $1.54M 0.47% -25 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,504 shares; 2024Q4: 4,466 shares; 2025Q1: 4,331 shares; 2025Q2: 4,281 shares; 2025Q3: 3,888 shares; 2025Q4: 3,843 shares; 2026Q1: 3,564 shares; 2026Q2: 3,572 shares 3,572 $1.52M 0.47% +8 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,341 shares; 2024Q4: 21,326 shares; 2025Q1: 21,326 shares; 2025Q2: 21,386 shares; 2025Q3: 21,386 shares; 2025Q4: 22,596 shares; 2026Q1: 22,121 shares; 2026Q2: 25,321 shares 25,321 $1.49M 0.46% +3,200 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,977 shares; 2024Q4: 1,977 shares; 2025Q1: 1,951 shares; 2025Q2: 1,612 shares; 2025Q3: 1,659 shares; 2025Q4: 1,601 shares; 2026Q1: 1,804 shares; 2026Q2: 1,397 shares 1,397 $1.49M 0.46% -407 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,442 shares; 2024Q4: 11,442 shares; 2025Q1: 11,552 shares; 2025Q2: 11,452 shares; 2025Q3: 11,352 shares; 2025Q4: 11,432 shares; 2026Q1: 11,472 shares; 2026Q2: 11,397 shares 11,397 $1.44M 0.44% -75 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,034 shares; 2024Q4: 65,453 shares; 2025Q1: 69,060 shares; 2025Q2: 31,978 shares; 2025Q3: 31,378 shares; 2025Q4: 29,269 shares; 2026Q1: 29,869 shares; 2026Q2: 34,219 shares 34,219 $1.4M 0.43% +4,350 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,248 shares; 2025Q3: 5,907 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares; 2026Q2: 5,898 shares 5,898 $1.4M 0.43% +98 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,468 shares; 2024Q4: 3,484 shares; 2025Q1: 3,516 shares; 2025Q2: 3,501 shares; 2025Q3: 3,501 shares; 2025Q4: 3,501 shares; 2026Q1: 3,501 shares; 2026Q2: 3,501 shares 3,501 $1.39M 0.43% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,174 shares; 2024Q4: 15,154 shares; 2025Q1: 16,334 shares; 2025Q2: 16,111 shares; 2025Q3: 10,311 shares; 2025Q4: 10,411 shares; 2026Q1: 10,327 shares; 2026Q2: 10,260 shares 10,260 $1.39M 0.43% -67 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,837 shares; 2024Q4: 15,837 shares; 2025Q1: 15,917 shares; 2025Q2: 15,887 shares; 2025Q3: 15,377 shares; 2025Q4: 15,244 shares; 2026Q1: 15,419 shares; 2026Q2: 15,199 shares 15,199 $1.38M 0.42% -220 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: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,813 shares; 2025Q4: 1,813 shares; 2026Q1: 1,863 shares; 2026Q2: 1,863 shares 1,863 $1.37M 0.42% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,574 shares; 2024Q4: 9,574 shares; 2025Q1: 9,396 shares; 2025Q2: 9,321 shares; 2025Q3: 9,231 shares; 2025Q4: 9,206 shares; 2026Q1: 9,248 shares; 2026Q2: 8,673 shares 8,673 $1.36M 0.42% -575 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,034 shares; 2024Q4: 7,034 shares; 2025Q1: 7,117 shares; 2025Q2: 7,150 shares; 2025Q3: 7,048 shares; 2025Q4: 6,981 shares; 2026Q1: 7,006 shares; 2026Q2: 6,911 shares 6,911 $1.31M 0.4% -95 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,219 shares; 2024Q4: 9,119 shares; 2025Q1: 9,312 shares; 2025Q2: 9,265 shares; 2025Q3: 9,215 shares; 2025Q4: 9,135 shares; 2026Q1: 9,888 shares; 2026Q2: 9,113 shares 9,113 $1.3M 0.4% -775 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: 2,793 shares; 2024Q4: 2,775 shares; 2025Q1: 3,640 shares; 2025Q2: 3,657 shares; 2025Q3: 3,620 shares; 2025Q4: 3,620 shares; 2026Q1: 3,661 shares; 2026Q2: 3,691 shares 3,691 $1.3M 0.4% +30 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: 5,057 shares; 2024Q4: 5,075 shares; 2025Q1: 5,112 shares; 2025Q2: 5,082 shares; 2025Q3: 4,973 shares; 2025Q4: 4,836 shares; 2026Q1: 4,670 shares; 2026Q2: 4,605 shares 4,605 $1.24M 0.38% -65 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,942 shares; 2024Q4: 4,892 shares; 2025Q1: 5,593 shares; 2025Q2: 5,636 shares; 2025Q3: 5,536 shares; 2025Q4: 5,552 shares; 2026Q1: 5,548 shares; 2026Q2: 5,513 shares 5,513 $1.23M 0.38% -35 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: 10,194 shares; 2024Q4: 10,552 shares; 2025Q1: 10,552 shares; 2025Q2: 10,184 shares; 2025Q3: 9,584 shares; 2025Q4: 11,284 shares; 2026Q1: 11,784 shares; 2026Q2: 11,784 shares 11,784 $1.22M 0.38% 0 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: 3,313 shares; 2024Q4: 3,213 shares; 2025Q1: 4,311 shares; 2025Q2: 4,303 shares; 2025Q3: 4,693 shares; 2025Q4: 4,463 shares; 2026Q1: 4,713 shares; 2026Q2: 4,343 shares 4,343 $1.22M 0.37% -370 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,628 shares; 2025Q3: 1,628 shares; 2025Q4: 1,646 shares; 2026Q1: 1,646 shares; 2026Q2: 1,646 shares 1,646 $1.19M 0.37% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,511 shares; 2024Q4: 3,511 shares; 2025Q1: 3,635 shares; 2025Q2: 3,635 shares; 2025Q3: 3,571 shares; 2025Q4: 3,531 shares; 2026Q1: 3,516 shares; 2026Q2: 3,378 shares 3,378 $1.15M 0.35% -138 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; 2024Q3: 5,660 shares; 2024Q4: 5,160 shares; 2025Q1: 5,160 shares; 2025Q2: 4,810 shares; 2025Q3: 4,810 shares; 2025Q4: 4,976 shares; 2026Q1: 4,914 shares; 2026Q2: 4,764 shares 4,764 $1.13M 0.35% -150 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,717 shares; 2024Q4: 5,639 shares; 2025Q1: 5,468 shares; 2025Q2: 3,860 shares; 2025Q3: 3,778 shares; 2025Q4: 3,769 shares; 2026Q1: 3,762 shares; 2026Q2: 3,487 shares 3,487 $1.09M 0.33% -275 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: 1,554 shares; 2024Q4: 1,454 shares; 2025Q1: 1,573 shares; 2025Q2: 2,203 shares; 2025Q3: 2,203 shares; 2025Q4: 2,203 shares; 2026Q1: 2,320 shares; 2026Q2: 2,278 shares 2,278 $1.09M 0.33% -42 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: 13,993 shares; 2024Q4: 13,829 shares; 2025Q1: 14,528 shares; 2025Q2: 14,349 shares; 2025Q3: 13,849 shares; 2025Q4: 13,649 shares; 2026Q1: 14,274 shares; 2026Q2: 13,362 shares 13,362 $1.09M 0.33% -912 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: 19,681 shares; 2024Q4: 39,362 shares; 2025Q1: 39,362 shares; 2025Q2: 39,362 shares; 2025Q3: 39,362 shares; 2025Q4: 39,362 shares; 2026Q1: 39,362 shares; 2026Q2: 39,362 shares 39,362 $1.04M 0.32% 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: 1,740 shares; 2024Q4: 1,695 shares; 2025Q1: 1,655 shares; 2025Q2: 1,640 shares; 2025Q3: 1,440 shares; 2025Q4: 1,405 shares; 2026Q1: 1,455 shares; 2026Q2: 1,455 shares 1,455 $1.02M 0.31% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,463 shares; 2024Q4: 10,163 shares; 2025Q1: 10,388 shares; 2025Q2: 10,163 shares; 2025Q3: 9,988 shares; 2025Q4: 9,958 shares; 2026Q1: 9,986 shares; 2026Q2: 9,986 shares 9,986 $1.02M 0.31% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,178 shares 2,178 $1.01M 0.31% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,357 shares; 2024Q4: 2,332 shares; 2025Q1: 2,307 shares; 2025Q2: 2,277 shares; 2025Q3: 2,157 shares; 2025Q4: 1,969 shares; 2026Q1: 1,917 shares; 2026Q2: 1,922 shares 1,922 $979K 0.3% +5 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,065 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 2,365 shares; 2026Q2: 2,365 shares 2,365 $968K 0.3% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,992 shares; 2024Q4: 17,992 shares; 2025Q1: 17,991 shares; 2025Q2: 17,787 shares; 2025Q3: 17,437 shares; 2025Q4: 17,710 shares; 2026Q1: 17,571 shares; 2026Q2: 17,138 shares 17,138 $952K 0.29% -433 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,194 shares; 2024Q4: 2,217 shares; 2025Q1: 2,141 shares; 2025Q2: 1,931 shares; 2025Q3: 1,878 shares; 2025Q4: 1,818 shares; 2026Q1: 1,817 shares; 2026Q2: 1,808 shares 1,808 $929K 0.28% -9 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: 9,597 shares; 2024Q4: 8,798 shares; 2025Q1: 8,973 shares; 2025Q2: 9,103 shares; 2025Q3: 9,078 shares; 2025Q4: 9,030 shares; 2026Q1: 9,251 shares; 2026Q2: 9,375 shares 9,375 $902K 0.28% +124 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,167 shares; 2025Q2: 1,192 shares; 2025Q3: 1,292 shares; 2025Q4: 1,262 shares; 2026Q1: 1,237 shares; 2026Q2: 1,231 shares 1,231 $878K 0.27% -6 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,201 shares; 2024Q4: 9,108 shares; 2025Q1: 10,051 shares; 2025Q2: 10,251 shares; 2025Q3: 10,034 shares; 2025Q4: 9,974 shares; 2026Q1: 10,609 shares; 2026Q2: 9,961 shares 9,961 $874K 0.27% -648 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,098 shares; 2024Q4: 16,098 shares; 2025Q1: 15,823 shares; 2025Q2: 15,073 shares; 2025Q3: 14,548 shares; 2025Q4: 14,548 shares; 2026Q1: 17,255 shares; 2026Q2: 15,205 shares 15,205 $857K 0.26% -2,050 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,652 shares; 2024Q4: 1,670 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,557 shares; 2026Q2: 1,565 shares 1,565 $812K 0.25% +8 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,184 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,400 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares; 2026Q2: 9,100 shares 9,100 $786K 0.24% +2,850 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: 4,551 shares; 2024Q4: 4,599 shares; 2025Q1: 4,491 shares; 2025Q2: 4,491 shares; 2025Q3: 4,337 shares; 2025Q4: 6,367 shares; 2026Q1: 6,367 shares; 2026Q2: 9,417 shares 9,417 $780K 0.24% +3,050 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,604 shares; 2024Q4: 3,604 shares; 2025Q1: 3,604 shares; 2025Q2: 3,566 shares; 2025Q3: 3,566 shares; 2025Q4: 3,392 shares; 2026Q1: 3,392 shares; 2026Q2: 3,392 shares 3,392 $770K 0.24% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,769 shares; 2024Q4: 13,679 shares; 2025Q1: 14,141 shares; 2025Q2: 14,141 shares; 2025Q3: 14,091 shares; 2025Q4: 14,091 shares; 2026Q1: 13,805 shares; 2026Q2: 13,805 shares 13,805 $748K 0.23% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,336 shares; 2024Q4: 6,336 shares; 2025Q1: 6,473 shares; 2025Q2: 6,621 shares; 2025Q3: 6,468 shares; 2025Q4: 6,468 shares; 2026Q1: 6,380 shares; 2026Q2: 6,320 shares 6,320 $744K 0.23% -60 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,769 shares; 2024Q4: 2,769 shares; 2025Q1: 2,941 shares; 2025Q2: 2,870 shares; 2025Q3: 2,790 shares; 2025Q4: 2,743 shares; 2026Q1: 2,743 shares; 2026Q2: 2,743 shares 2,743 $742K 0.23% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,533 shares; 2024Q4: 5,433 shares; 2025Q1: 5,263 shares; 2025Q2: 5,733 shares; 2025Q3: 5,273 shares; 2025Q4: 5,188 shares; 2026Q1: 5,156 shares; 2026Q2: 4,964 shares 4,964 $727K 0.22% -192 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: 9,785 shares; 2024Q4: 9,785 shares; 2025Q1: 9,785 shares; 2025Q2: 9,785 shares; 2025Q3: 9,232 shares; 2025Q4: 9,856 shares; 2026Q1: 9,745 shares; 2026Q2: 9,165 shares 9,165 $697K 0.21% -580 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,882 shares; 2024Q4: 6,709 shares; 2025Q1: 6,809 shares; 2025Q2: 7,609 shares; 2025Q3: 7,609 shares; 2025Q4: 7,788 shares; 2026Q1: 7,747 shares; 2026Q2: 7,528 shares 7,528 $695K 0.21% -219 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 8,050 shares; 2026Q2: 9,450 shares 9,450 $688K 0.21% +1,400 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: 8,963 shares; 2024Q4: 9,034 shares; 2025Q1: 12,885 shares; 2025Q2: 11,364 shares; 2025Q3: 10,724 shares; 2025Q4: 9,478 shares; 2026Q1: 9,478 shares; 2026Q2: 9,478 shares 9,478 $675K 0.21% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,714 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 1,730 shares; 2026Q1: 1,735 shares; 2026Q2: 1,891 shares 1,891 $670K 0.21% +156 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,755 shares; 2025Q1: 4,131 shares; 2025Q2: 4,131 shares; 2025Q3: 4,056 shares; 2025Q4: 4,048 shares; 2026Q1: 4,374 shares; 2026Q2: 4,129 shares 4,129 $669K 0.21% -245 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,630 shares; 2024Q4: 1,498 shares; 2025Q1: 1,513 shares; 2025Q2: 1,611 shares; 2025Q3: 1,911 shares; 2025Q4: 1,881 shares; 2026Q1: 2,081 shares; 2026Q2: 2,081 shares 2,081 $655K 0.2% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,215 shares; 2024Q4: 9,247 shares; 2025Q1: 9,247 shares; 2025Q2: 9,418 shares; 2025Q3: 9,828 shares; 2025Q4: 9,958 shares; 2026Q1: 10,525 shares; 2026Q2: 11,245 shares 11,245 $650K 0.2% +720 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $629K 0.19% 0 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: 11,790 shares; 2024Q4: 11,790 shares; 2025Q1: 12,140 shares; 2025Q2: 12,140 shares; 2025Q3: 1,790 shares; 2025Q4: 3,580 shares; 2026Q1: 3,280 shares; 2026Q2: 3,280 shares 3,280 $625K 0.19% 0 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: 7,042 shares; 2024Q4: 21,126 shares; 2025Q1: 21,126 shares; 2025Q2: 21,126 shares; 2025Q3: 21,126 shares; 2025Q4: 21,126 shares; 2026Q1: 21,126 shares; 2026Q2: 21,126 shares 21,126 $622K 0.19% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,121 shares; 2024Q4: 47,718 shares; 2025Q1: 20,159 shares; 2025Q2: 15,184 shares; 2025Q3: 3,591 shares; 2025Q4: 3,481 shares; 2026Q1: 2,948 shares; 2026Q2: 2,873 shares 2,873 $611K 0.19% -75 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: 3,811 shares; 2024Q4: 3,811 shares; 2025Q1: 3,811 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares; 2025Q4: 3,770 shares; 2026Q1: 3,770 shares; 2026Q2: 3,770 shares 3,770 $596K 0.18% 0 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 reported; 2024Q4: not reported; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares; 2026Q2: 1,925 shares 1,925 $584K 0.18% +50 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: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 2,540 shares; 2025Q2: 1,670 shares; 2025Q3: 1,703 shares; 2025Q4: 833 shares; 2026Q1: 833 shares; 2026Q2: 833 shares 833 $572K 0.18% 0 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,596 shares; 2024Q4: 17,596 shares; 2025Q1: 17,596 shares; 2025Q2: 16,846 shares; 2025Q3: 16,846 shares; 2025Q4: 16,846 shares; 2026Q1: 16,846 shares; 2026Q2: 16,846 shares 16,846 $570K 0.17% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,937 shares; 2024Q4: 3,937 shares; 2025Q1: 4,807 shares; 2025Q2: 4,946 shares; 2025Q3: 4,886 shares; 2025Q4: 4,961 shares; 2026Q1: 4,961 shares; 2026Q2: 4,362 shares 4,362 $543K 0.17% -599 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,194 shares; 2025Q2: 3,194 shares; 2025Q3: 3,009 shares; 2025Q4: 3,209 shares; 2026Q1: 3,209 shares; 2026Q2: 3,209 shares 3,209 $542K 0.17% 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: 9,008 shares; 2024Q4: 8,832 shares; 2025Q1: 9,364 shares; 2025Q2: 9,435 shares; 2025Q3: 9,453 shares; 2025Q4: 9,345 shares; 2026Q1: 9,305 shares; 2026Q2: 9,400 shares 9,400 $536K 0.16% +95 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: 11,842 shares; 2024Q4: 11,829 shares; 2025Q1: 12,503 shares; 2025Q2: 12,681 shares; 2025Q3: 12,009 shares; 2025Q4: 12,177 shares; 2026Q1: 13,673 shares; 2026Q2: 12,497 shares 12,497 $529K 0.16% -1,176 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,289 shares; 2024Q4: 5,214 shares; 2025Q1: 5,214 shares; 2025Q2: 5,079 shares; 2025Q3: 4,979 shares; 2025Q4: 4,979 shares; 2026Q1: 4,837 shares; 2026Q2: 4,837 shares 4,837 $522K 0.16% 0 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: 843 shares; 2024Q4: 874 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 888 shares; 2026Q1: 898 shares; 2026Q2: 914 shares 914 $515K 0.16% +16 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,516 shares; 2024Q4: 7,516 shares; 2025Q1: 7,713 shares; 2025Q2: 7,592 shares; 2025Q3: 7,272 shares; 2025Q4: 7,072 shares; 2026Q1: 7,672 shares; 2026Q2: 6,572 shares 6,572 $514K 0.16% -1,100 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,524 shares; 2024Q4: 5,819 shares; 2025Q1: 5,985 shares; 2025Q2: 5,929 shares; 2025Q3: 5,929 shares; 2025Q4: 6,019 shares; 2026Q1: 6,844 shares; 2026Q2: 6,019 shares 6,019 $503K 0.15% -825 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,662 shares; 2024Q4: 1,580 shares; 2025Q1: 1,522 shares; 2025Q2: 1,492 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,473 shares; 2026Q2: 1,483 shares 1,483 $502K 0.15% +10 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: 1,107 shares; 2024Q4: 1,092 shares; 2025Q1: 1,071 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,044 shares; 2026Q1: 1,004 shares; 2026Q2: 4,014 shares 4,014 $498K 0.15% +3,010 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; 2024Q3: 1,903 shares; 2024Q4: 1,903 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,999 shares; 2026Q1: 2,899 shares; 2026Q2: 1,949 shares 1,949 $498K 0.15% -950 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,212 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares; 2026Q1: 5,150 shares; 2026Q2: 5,150 shares 5,150 $497K 0.15% 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: 939 shares; 2026Q1: not reported; 2026Q2: 855 shares 855 $497K 0.15% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,962 shares; 2024Q4: 6,017 shares; 2025Q1: 6,295 shares; 2025Q2: 6,095 shares; 2025Q3: 5,636 shares; 2025Q4: 5,636 shares; 2026Q1: 5,336 shares; 2026Q2: 5,150 shares 5,150 $493K 0.15% -186 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares; 2026Q1: 1,293 shares; 2026Q2: 1,293 shares 1,293 $478K 0.15% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,093 shares; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares; 2025Q2: 2,039 shares; 2025Q3: 2,039 shares; 2025Q4: 2,039 shares; 2026Q1: 1,905 shares; 2026Q2: 1,905 shares 1,905 $469K 0.14% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 893 shares; 2024Q4: 893 shares; 2025Q1: 940 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 1,078 shares; 2026Q1: 1,593 shares; 2026Q2: 1,593 shares 1,593 $467K 0.14% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,761 shares; 2025Q1: 1,701 shares; 2025Q2: 1,601 shares; 2025Q3: 1,541 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares; 2026Q2: 1,621 shares 1,621 $456K 0.14% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,995 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 2,134 shares; 2026Q2: 2,166 shares 2,166 $453K 0.14% +32 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: 953 shares; 2024Q4: 953 shares; 2025Q1: 943 shares; 2025Q2: 918 shares; 2025Q3: 899 shares; 2025Q4: 925 shares; 2026Q1: 1,276 shares; 2026Q2: 1,286 shares 1,286 $441K 0.14% +10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,283 shares; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,196 shares; 2026Q2: 1,172 shares 1,172 $438K 0.13% -24 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,895 shares; 2024Q4: 2,995 shares; 2025Q1: 3,120 shares; 2025Q2: 3,077 shares; 2025Q3: 3,032 shares; 2025Q4: 3,082 shares; 2026Q1: 3,072 shares; 2026Q2: 2,872 shares 2,872 $435K 0.13% -200 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: 3,625 shares; 2025Q3: 3,590 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $433K 0.13% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 852 shares; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 1,613 shares; 2025Q3: 1,553 shares; 2025Q4: 1,553 shares; 2026Q1: 1,499 shares; 2026Q2: 1,583 shares 1,583 $431K 0.13% +84 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: 4,694 shares; 2024Q4: 4,774 shares; 2025Q1: 7,144 shares; 2025Q2: 7,144 shares; 2025Q3: 7,043 shares; 2025Q4: 7,134 shares; 2026Q1: 7,134 shares; 2026Q2: 7,134 shares 7,134 $426K 0.13% 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: 3,927 shares; 2024Q4: 3,332 shares; 2025Q1: 3,132 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares; 2025Q4: 2,084 shares; 2026Q1: 1,994 shares; 2026Q2: 1,944 shares 1,944 $421K 0.13% -50 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 387 shares; 2025Q1: 434 shares; 2025Q2: 422 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 436 shares; 2026Q2: 436 shares 436 $419K 0.13% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,832 shares; 2024Q4: 5,732 shares; 2025Q1: 6,632 shares; 2025Q2: 5,966 shares; 2025Q3: 5,966 shares; 2025Q4: 5,966 shares; 2026Q1: 6,041 shares; 2026Q2: 6,041 shares 6,041 $413K 0.13% 0 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; 2024Q3: 1,533 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,536 shares; 2025Q3: 1,436 shares; 2025Q4: 1,436 shares; 2026Q1: 1,411 shares; 2026Q2: 1,377 shares 1,377 $410K 0.13% -34 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $401K 0.12% 0 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: 5,475 shares; 2024Q4: 5,200 shares; 2025Q1: 5,950 shares; 2025Q2: 5,959 shares; 2025Q3: 3,709 shares; 2025Q4: 7,418 shares; 2026Q1: 7,418 shares; 2026Q2: 7,418 shares 7,418 $394K 0.12% 0 Timeline VCLT 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: 4,814 shares; 2024Q4: 4,988 shares; 2025Q1: 4,988 shares; 2025Q2: 5,190 shares; 2025Q3: 5,190 shares; 2025Q4: 5,196 shares; 2026Q1: 5,196 shares; 2026Q2: 5,196 shares 5,196 $391K 0.12% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $391K 0.12% 0 Timeline SPYV 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares; 2026Q2: 6,250 shares 6,250 $380K 0.12% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,165 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 2,027 shares; 2025Q4: 2,157 shares; 2026Q1: 2,607 shares; 2026Q2: 2,407 shares 2,407 $376K 0.12% -200 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,745 shares; 2024Q4: 2,685 shares; 2025Q1: 2,685 shares; 2025Q2: 2,650 shares; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares; 2026Q1: 2,055 shares; 2026Q2: 1,980 shares 1,980 $373K 0.11% -75 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 6,048 shares; 2025Q2: 6,331 shares; 2025Q3: 5,559 shares; 2025Q4: 5,559 shares; 2026Q1: 5,431 shares; 2026Q2: 5,431 shares 5,431 $371K 0.11% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 313 shares; 2026Q1: 319 shares; 2026Q2: 313 shares 313 $368K 0.11% -6 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,702 shares; 2024Q4: 11,702 shares; 2025Q1: 11,702 shares; 2025Q2: 10,252 shares; 2025Q3: 10,539 shares; 2025Q4: 10,539 shares; 2026Q1: 9,339 shares; 2026Q2: 9,164 shares 9,164 $363K 0.11% -175 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,096 shares; 2024Q4: 4,096 shares; 2025Q1: 4,096 shares; 2025Q2: 4,096 shares; 2025Q3: 4,096 shares; 2025Q4: 4,096 shares; 2026Q1: 4,081 shares; 2026Q2: 4,081 shares 4,081 $354K 0.11% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,598 shares; 2024Q4: 3,598 shares; 2025Q1: 3,598 shares; 2025Q2: 3,579 shares; 2025Q3: 3,379 shares; 2025Q4: 3,379 shares; 2026Q1: 3,379 shares; 2026Q2: 3,129 shares 3,129 $350K 0.11% -250 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,252 shares; 2024Q4: 2,443 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,608 shares; 2025Q4: 2,598 shares; 2026Q1: 2,598 shares; 2026Q2: 2,548 shares 2,548 $331K 0.1% -50 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,706 shares; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,827 shares; 2025Q3: 1,827 shares; 2025Q4: 1,827 shares; 2026Q1: 1,872 shares; 2026Q2: 1,722 shares 1,722 $328K 0.1% -150 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,645 shares; 2024Q4: 1,645 shares; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares; 2026Q2: 1,720 shares 1,720 $327K 0.1% +75 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: 10,335 shares; 2025Q4: 10,725 shares; 2026Q1: 10,725 shares; 2026Q2: 10,725 shares 10,725 $324K 0.1% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP 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: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 5,805 shares; 2026Q2: 4,440 shares 4,440 $311K 0.1% -1,365 Timeline 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: 2,195 shares; 2024Q4: 2,495 shares; 2025Q1: 2,815 shares; 2025Q2: 2,898 shares; 2025Q3: 2,663 shares; 2025Q4: 2,668 shares; 2026Q1: 2,668 shares; 2026Q2: 2,668 shares 2,668 $303K 0.09% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972 shares; 2024Q4: 983 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 948 shares; 2026Q2: 958 shares 958 $302K 0.09% +10 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares; 2026Q2: 2,060 shares 2,060 $302K 0.09% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 2,094 shares; 2026Q1: 2,094 shares; 2026Q2: 2,054 shares 2,054 $300K 0.09% -40 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,729 shares; 2025Q4: 1,972 shares; 2026Q1: 2,528 shares; 2026Q2: 1,624 shares 1,624 $300K 0.09% -904 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: 3,669 shares; 2024Q4: 3,669 shares; 2025Q1: 3,669 shares; 2025Q2: 3,618 shares; 2025Q3: 3,565 shares; 2025Q4: 3,565 shares; 2026Q1: 3,565 shares; 2026Q2: 3,565 shares 3,565 $293K 0.09% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,625 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares; 2026Q2: 6,450 shares 6,450 $292K 0.09% +1,200 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,811 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,750 shares; 2025Q4: 4,990 shares; 2026Q1: 5,190 shares; 2026Q2: 4,990 shares 4,990 $288K 0.09% -200 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,560 shares; 2024Q4: 7,680 shares; 2025Q1: 7,680 shares; 2025Q2: 7,680 shares; 2025Q3: 7,680 shares; 2025Q4: 7,680 shares; 2026Q1: 7,680 shares; 2026Q2: 7,680 shares 7,680 $283K 0.09% 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: 39,650 shares; 2024Q4: 39,900 shares; 2025Q1: 13,343 shares; 2025Q2: 13,038 shares; 2025Q3: 11,747 shares; 2025Q4: 11,772 shares; 2026Q1: 11,747 shares; 2026Q2: 11,614 shares 11,614 $280K 0.09% -133 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,719 shares; 2024Q4: 33,719 shares; 2025Q1: 33,229 shares; 2025Q2: 34,054 shares; 2025Q3: 33,070 shares; 2025Q4: 32,586 shares; 2026Q1: 29,876 shares; 2026Q2: 26,332 shares 26,332 $278K 0.09% -3,544 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,468 shares; 2025Q4: 5,468 shares; 2026Q1: 5,468 shares; 2026Q2: 5,468 shares 5,468 $277K 0.08% 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: 242 shares; 2024Q4: 248 shares; 2025Q1: 223 shares; 2025Q2: 243 shares; 2025Q3: not reported; 2025Q4: 273 shares; 2026Q1: 277 shares; 2026Q2: 291 shares 291 $272K 0.08% +14 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271 shares; 2024Q4: 2,271 shares; 2025Q1: 2,318 shares; 2025Q2: 2,318 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares; 2026Q2: 2,318 shares 2,318 $271K 0.08% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,300 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 $268K 0.08% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,008 shares; 2026Q1: 2,017 shares; 2026Q2: 1,907 shares 1,907 $267K 0.08% -110 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,320 shares; 2024Q4: 9,243 shares; 2025Q1: 8,610 shares; 2025Q2: 7,187 shares; 2025Q3: 7,112 shares; 2025Q4: 6,801 shares; 2026Q1: 6,689 shares; 2026Q2: 6,406 shares 6,406 $263K 0.08% -283 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,598 shares; 2024Q4: 9,598 shares; 2025Q1: 11,008 shares; 2025Q2: 12,640 shares; 2025Q3: 12,062 shares; 2025Q4: 13,010 shares; 2026Q1: 12,583 shares; 2026Q2: 10,598 shares 10,598 $260K 0.08% -1,985 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,435 shares; 2025Q1: 2,435 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,181 shares; 2026Q1: 3,883 shares; 2026Q2: 3,558 shares 3,558 $259K 0.08% -325 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: 34,650 shares; 2024Q4: 33,650 shares; 2025Q1: 33,650 shares; 2025Q2: 33,650 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $246K 0.08% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,840 shares; 2024Q4: 7,220 shares; 2025Q1: 7,220 shares; 2025Q2: 7,110 shares; 2025Q3: 6,662 shares; 2025Q4: 6,223 shares; 2026Q1: 4,702 shares; 2026Q2: 3,602 shares 3,602 $244K 0.07% -1,100 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 876 shares 876 $244K 0.07% +11 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: not reported; 2025Q1: 1,844 shares; 2025Q2: not reported; 2025Q3: 1,944 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares; 2026Q2: 2,044 shares 2,044 $240K 0.07% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 1,834 shares; 2025Q1: 2,341 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,830 shares; 2026Q2: 1,830 shares 1,830 $239K 0.07% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,385 shares; 2024Q4: 2,385 shares; 2025Q1: 2,385 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares; 2026Q2: 2,285 shares 2,285 $239K 0.07% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,066 shares; 2024Q4: 2,130 shares; 2025Q1: 2,224 shares; 2025Q2: not reported; 2025Q3: 2,149 shares; 2025Q4: 2,149 shares; 2026Q1: 2,205 shares; 2026Q2: 2,218 shares 2,218 $231K 0.07% +13 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,650 shares 1,650 $226K 0.07% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,243 shares; 2025Q2: 28,500 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares; 2026Q2: 19,000 shares 19,000 $222K 0.07% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares; 2026Q2: 2,475 shares 2,475 $222K 0.07% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,582 shares; 2024Q4: 8,582 shares; 2025Q1: 8,479 shares; 2025Q2: 8,166 shares; 2025Q3: 7,466 shares; 2025Q4: 7,132 shares; 2026Q1: 6,982 shares; 2026Q2: 6,282 shares 6,282 $219K 0.07% -700 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP 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: 869 shares; 2026Q1: 869 shares; 2026Q2: 819 shares 819 $210K 0.06% -50 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,245 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,245 shares 2,245 $206K 0.06% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC 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: 419 shares 419 $206K 0.06% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,003 shares; 2026Q1: not reported; 2026Q2: 1,002 shares 1,002 $201K 0.06% new Timeline