MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,625 shares; 2024Q4: 136,217 shares; 2025Q1: 140,184 shares; 2025Q2: 147,010 shares; 2025Q3: 143,945 shares; 2025Q4: 143,266 shares; 2026Q1: 152,036 shares; 2026Q2: 793,605 shares 793,605 $69.8M 8.48% +641,569 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447,292 shares; 2024Q4: 463,291 shares; 2025Q1: 488,447 shares; 2025Q2: 483,503 shares; 2025Q3: 488,739 shares; 2025Q4: 491,426 shares; 2026Q1: 511,612 shares; 2026Q2: 529,240 shares 529,240 $55M 6.69% +17,628 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419,008 shares; 2024Q4: 1,294,466 shares; 2025Q1: 1,355,031 shares; 2025Q2: 1,423,540 shares; 2025Q3: 1,468,832 shares; 2025Q4: 1,543,239 shares; 2026Q1: 1,586,958 shares; 2026Q2: 1,629,344 shares 1,629,344 $51.7M 6.28% +42,386 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,282 shares; 2024Q4: 369,254 shares; 2025Q1: 353,387 shares; 2025Q2: 361,166 shares; 2025Q3: 359,272 shares; 2025Q4: 361,445 shares; 2026Q1: 370,443 shares; 2026Q2: 370,965 shares 370,965 $37.6M 4.57% +522 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65,177 shares; 2025Q1: 63,819 shares; 2025Q2: 62,815 shares; 2025Q3: 62,197 shares; 2025Q4: 737,526 shares; 2026Q1: 791,161 shares; 2026Q2: 821,976 shares 821,976 $32.2M 3.92% +30,815 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,641 shares; 2024Q4: 58,149 shares; 2025Q1: 56,820 shares; 2025Q2: 54,988 shares; 2025Q3: 54,520 shares; 2025Q4: 627,471 shares; 2026Q1: 674,311 shares; 2026Q2: 702,891 shares 702,891 $32M 3.89% +28,580 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: 29,377 shares; 2024Q4: 29,281 shares; 2025Q1: 30,339 shares; 2025Q2: 31,210 shares; 2025Q3: 31,600 shares; 2025Q4: 30,129 shares; 2026Q1: 29,163 shares; 2026Q2: 27,114 shares 27,114 $19.6M 2.38% -2,049 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,743 shares; 2024Q4: 6,777 shares; 2025Q1: 6,853 shares; 2025Q2: 6,774 shares; 2025Q3: 6,452 shares; 2025Q4: 5,918 shares; 2026Q1: 5,749 shares; 2026Q2: 53,578 shares 53,578 $16.2M 1.97% +47,829 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: 101,523 shares; 2024Q4: 94,323 shares; 2025Q1: 92,312 shares; 2025Q2: 89,833 shares; 2025Q3: 85,418 shares; 2025Q4: 83,266 shares; 2026Q1: 82,343 shares; 2026Q2: 80,773 shares 80,773 $16.2M 1.97% -1,570 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: 165,484 shares; 2024Q4: 159,336 shares; 2025Q1: 150,540 shares; 2025Q2: 151,432 shares; 2025Q3: 153,659 shares; 2025Q4: 157,105 shares; 2026Q1: 164,336 shares; 2026Q2: 165,959 shares 165,959 $16M 1.95% +1,623 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582,477 shares; 2024Q4: 641,950 shares; 2025Q1: 751,579 shares; 2025Q2: 769,279 shares; 2025Q3: 778,361 shares; 2025Q4: 311,639 shares; 2026Q1: 292,366 shares; 2026Q2: 301,590 shares 301,590 $14.7M 1.79% +9,224 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: 40,499 shares; 2024Q4: 41,055 shares; 2025Q1: 37,468 shares; 2025Q2: 38,705 shares; 2025Q3: 39,262 shares; 2025Q4: 37,824 shares; 2026Q1: 40,218 shares; 2026Q2: 39,170 shares 39,170 $14M 1.7% -1,048 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 294,086 shares; 2026Q1: 271,482 shares; 2026Q2: 281,445 shares 281,445 $13.9M 1.7% +9,963 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: 20,379 shares; 2024Q4: 20,654 shares; 2025Q1: 21,058 shares; 2025Q2: 21,419 shares; 2025Q3: 28,333 shares; 2025Q4: 28,689 shares; 2026Q1: 30,916 shares; 2026Q2: 32,799 shares 32,799 $12.2M 1.49% +1,883 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: 59,778 shares; 2024Q4: 58,721 shares; 2025Q1: 59,357 shares; 2025Q2: 60,465 shares; 2025Q3: 61,290 shares; 2025Q4: 57,905 shares; 2026Q1: 50,929 shares; 2026Q2: 50,646 shares 50,646 $12.1M 1.47% -283 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: 26,206 shares; 2024Q4: 26,530 shares; 2025Q1: 26,978 shares; 2025Q2: 27,334 shares; 2025Q3: 26,876 shares; 2025Q4: 25,627 shares; 2026Q1: 25,089 shares; 2026Q2: 24,069 shares 24,069 $11.5M 1.4% -1,020 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: 35,798 shares; 2024Q4: 36,325 shares; 2025Q1: 35,932 shares; 2025Q2: 36,498 shares; 2025Q3: 37,060 shares; 2025Q4: 36,540 shares; 2026Q1: 37,742 shares; 2026Q2: 37,576 shares 37,576 $10.9M 1.32% -166 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: 63,296 shares; 2024Q4: 62,228 shares; 2025Q1: 61,864 shares; 2025Q2: 63,055 shares; 2025Q3: 64,221 shares; 2025Q4: 62,955 shares; 2026Q1: 64,699 shares; 2026Q2: 65,340 shares 65,340 $10.3M 1.26% +641 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,396 shares; 2024Q4: 226,171 shares; 2025Q1: 253,261 shares; 2025Q2: 259,877 shares; 2025Q3: 263,308 shares; 2025Q4: 257,482 shares; 2026Q1: 296,205 shares; 2026Q2: 310,003 shares 310,003 $9.49M 1.15% +13,798 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: 8,232 shares; 2024Q4: 7,796 shares; 2025Q1: 7,493 shares; 2025Q2: 7,437 shares; 2025Q3: 7,825 shares; 2025Q4: 7,552 shares; 2026Q1: 7,528 shares; 2026Q2: 7,410 shares 7,410 $8.89M 1.08% -118 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: 16,508 shares; 2024Q4: 16,695 shares; 2025Q1: 16,773 shares; 2025Q2: 16,776 shares; 2025Q3: 16,790 shares; 2025Q4: 16,941 shares; 2026Q1: 16,886 shares; 2026Q2: 16,747 shares 16,747 $8.38M 1.02% -139 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: 21,604 shares; 2024Q4: 21,753 shares; 2025Q1: 22,297 shares; 2025Q2: 22,692 shares; 2025Q3: 22,884 shares; 2025Q4: 22,895 shares; 2026Q1: 22,346 shares; 2026Q2: 20,975 shares 20,975 $8.33M 1.01% -1,371 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,982 shares; 2024Q4: 155,219 shares; 2025Q1: 151,621 shares; 2025Q2: 154,407 shares; 2025Q3: 156,427 shares; 2025Q4: 157,259 shares; 2026Q1: 160,776 shares; 2026Q2: 162,596 shares 162,596 $7.91M 0.96% +1,820 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: 19,828 shares; 2025Q1: 19,929 shares; 2025Q2: 20,327 shares; 2025Q3: 21,081 shares; 2025Q4: 19,310 shares; 2026Q1: 18,947 shares; 2026Q2: 17,829 shares 17,829 $7.73M 0.94% -1,118 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: 24,945 shares; 2024Q4: 24,279 shares; 2025Q1: 23,603 shares; 2025Q2: 22,982 shares; 2025Q3: 22,156 shares; 2025Q4: 21,536 shares; 2026Q1: 22,977 shares; 2026Q2: 22,894 shares 22,894 $7.49M 0.91% -83 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: 8,098 shares; 2024Q4: 8,203 shares; 2025Q1: 7,271 shares; 2025Q2: 7,591 shares; 2025Q3: 8,098 shares; 2025Q4: 9,362 shares; 2026Q1: 9,131 shares; 2026Q2: 9,676 shares 9,676 $7.13M 0.87% +545 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: 37,836 shares; 2024Q4: 39,122 shares; 2025Q1: 42,807 shares; 2025Q2: 46,468 shares; 2025Q3: 51,516 shares; 2025Q4: 52,509 shares; 2026Q1: 52,837 shares; 2026Q2: 52,558 shares 52,558 $6.75M 0.82% -279 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,597 shares; 2024Q4: 23,852 shares; 2025Q1: 24,691 shares; 2025Q2: 25,458 shares; 2025Q3: 21,656 shares; 2025Q4: 22,040 shares; 2026Q1: 120,173 shares; 2026Q2: 119,192 shares 119,192 $6.73M 0.82% -981 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: 16,131 shares; 2024Q4: 16,227 shares; 2025Q1: 16,993 shares; 2025Q2: 17,269 shares; 2025Q3: 17,388 shares; 2025Q4: 17,351 shares; 2026Q1: 17,763 shares; 2026Q2: 17,931 shares 17,931 $6.35M 0.77% +168 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY 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: 21,681 shares; 2025Q4: 22,677 shares; 2026Q1: 23,259 shares; 2026Q2: 20,963 shares 20,963 $6.24M 0.76% -2,296 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: 20,191 shares; 2024Q4: 20,403 shares; 2025Q1: 20,720 shares; 2025Q2: 20,907 shares; 2025Q3: 21,245 shares; 2025Q4: 21,670 shares; 2026Q1: 22,418 shares; 2026Q2: 22,975 shares 22,975 $6.21M 0.76% +557 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,470 shares; 2026Q2: 5,765 shares 5,765 $6.14M 0.75% +295 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: 6,588 shares; 2024Q4: 6,359 shares; 2025Q1: 6,224 shares; 2025Q2: 6,131 shares; 2025Q3: 6,176 shares; 2025Q4: 6,268 shares; 2026Q1: 6,408 shares; 2026Q2: 6,446 shares 6,446 $6.03M 0.73% +38 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: 5,962 shares; 2025Q1: 7,574 shares; 2025Q2: 8,956 shares; 2025Q3: 10,421 shares; 2025Q4: 10,781 shares; 2026Q1: 10,946 shares; 2026Q2: 10,335 shares 10,335 $6M 0.73% -611 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: 20,096 shares; 2024Q4: 20,969 shares; 2025Q1: 22,530 shares; 2025Q2: 22,841 shares; 2025Q3: 24,646 shares; 2025Q4: 25,284 shares; 2026Q1: 26,305 shares; 2026Q2: 26,938 shares 26,938 $5.83M 0.71% +633 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: 16,137 shares; 2024Q4: 16,086 shares; 2025Q1: 15,889 shares; 2025Q2: 15,600 shares; 2025Q3: 15,651 shares; 2025Q4: 15,750 shares; 2026Q1: 16,626 shares; 2026Q2: 16,840 shares 16,840 $5.78M 0.7% +214 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: 13,151 shares; 2024Q4: 12,311 shares; 2025Q1: 11,922 shares; 2025Q2: 11,742 shares; 2025Q3: 13,518 shares; 2025Q4: 13,610 shares; 2026Q1: 14,726 shares; 2026Q2: 14,727 shares 14,727 $5.56M 0.68% +1 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: 49,574 shares; 2024Q4: 49,156 shares; 2025Q1: 48,232 shares; 2025Q2: 48,311 shares; 2025Q3: 50,324 shares; 2025Q4: 47,480 shares; 2026Q1: 48,831 shares; 2026Q2: 47,019 shares 47,019 $5.52M 0.67% -1,812 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: 17,642 shares; 2024Q4: 18,056 shares; 2025Q1: 18,279 shares; 2025Q2: 18,719 shares; 2025Q3: 22,636 shares; 2025Q4: 21,724 shares; 2026Q1: 21,633 shares; 2026Q2: 21,527 shares 21,527 $5.47M 0.66% -106 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: 9,537 shares; 2024Q4: 9,506 shares; 2025Q1: 9,496 shares; 2025Q2: 9,432 shares; 2025Q3: 9,431 shares; 2025Q4: 9,525 shares; 2026Q1: 9,989 shares; 2026Q2: 10,251 shares 10,251 $5.26M 0.64% +262 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: 674 shares; 2024Q4: 675 shares; 2025Q1: not reported; 2025Q2: 662 shares; 2025Q3: 4,863 shares; 2025Q4: 4,865 shares; 2026Q1: 4,866 shares; 2026Q2: 12,120 shares 12,120 $5.16M 0.63% +7,254 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,318 shares; 2024Q4: 6,704 shares; 2025Q1: 6,726 shares; 2025Q2: 6,645 shares; 2025Q3: 6,706 shares; 2025Q4: 6,601 shares; 2026Q1: 6,760 shares; 2026Q2: 6,669 shares 6,669 $5.09M 0.62% -91 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,717 shares; 2024Q4: 38,543 shares; 2025Q1: 40,348 shares; 2025Q2: 41,705 shares; 2025Q3: 42,186 shares; 2025Q4: 47,762 shares; 2026Q1: 54,184 shares; 2026Q2: 58,797 shares 58,797 $5.03M 0.61% +4,613 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,727 shares; 2025Q4: 45,449 shares; 2026Q1: 46,956 shares; 2026Q2: 35,663 shares 35,663 $4.98M 0.61% -11,293 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: not reported; 2025Q2: not reported; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 11,381 shares; 2026Q2: 13,314 shares 13,314 $4.98M 0.61% +1,933 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: 18,590 shares; 2024Q4: 18,252 shares; 2025Q1: 17,907 shares; 2025Q2: 18,206 shares; 2025Q3: 19,415 shares; 2025Q4: 18,594 shares; 2026Q1: 19,181 shares; 2026Q2: 19,606 shares 19,606 $4.93M 0.6% +425 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,370 shares; 2025Q4: 47,784 shares; 2026Q1: 51,339 shares; 2026Q2: 53,425 shares 53,425 $4.93M 0.6% +2,086 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,980 shares; 2024Q4: 7,208 shares; 2025Q1: 7,605 shares; 2025Q2: 8,206 shares; 2025Q3: 8,707 shares; 2025Q4: 8,876 shares; 2026Q1: 9,351 shares; 2026Q2: 9,712 shares 9,712 $4.87M 0.59% +361 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: not reported; 2024Q4: not reported; 2025Q1: 6,969 shares; 2025Q2: 7,231 shares; 2025Q3: 7,336 shares; 2025Q4: 7,537 shares; 2026Q1: 8,108 shares; 2026Q2: 8,448 shares 8,448 $4.76M 0.58% +340 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,039 shares; 2026Q1: 16,399 shares; 2026Q2: 15,802 shares 15,802 $4.71M 0.57% -597 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,480 shares; 2024Q4: 29,189 shares; 2025Q1: 29,190 shares; 2025Q2: 29,760 shares; 2025Q3: 33,404 shares; 2025Q4: 33,500 shares; 2026Q1: 33,758 shares; 2026Q2: 33,713 shares 33,713 $4.61M 0.56% -45 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,307 shares; 2025Q2: 26,182 shares; 2025Q3: 27,354 shares; 2025Q4: 26,913 shares; 2026Q1: 26,998 shares; 2026Q2: 26,983 shares 26,983 $4.58M 0.56% -15 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,662 shares; 2024Q4: 2,966 shares; 2025Q1: 3,131 shares; 2025Q2: 3,324 shares; 2025Q3: 3,413 shares; 2025Q4: 3,419 shares; 2026Q1: 3,345 shares; 2026Q2: 3,269 shares 3,269 $4.52M 0.55% -76 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,742 shares; 2024Q4: 30,418 shares; 2025Q1: 30,450 shares; 2025Q2: 30,043 shares; 2025Q3: 29,687 shares; 2025Q4: 30,446 shares; 2026Q1: 32,005 shares; 2026Q2: 32,972 shares 32,972 $4.06M 0.49% +967 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,422 shares; 2025Q3: 1,849 shares; 2025Q4: 1,931 shares; 2026Q1: 1,936 shares; 2026Q2: 1,972 shares 1,972 $3.92M 0.48% +36 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,050 shares; 2024Q4: 9,929 shares; 2025Q1: 9,947 shares; 2025Q2: 9,990 shares; 2025Q3: 10,136 shares; 2025Q4: 10,596 shares; 2026Q1: 10,929 shares; 2026Q2: 11,419 shares 11,419 $3.89M 0.47% +490 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: 5,854 shares; 2024Q4: 5,650 shares; 2025Q1: 5,894 shares; 2025Q2: 5,804 shares; 2025Q3: 7,450 shares; 2025Q4: 7,560 shares; 2026Q1: 7,709 shares; 2026Q2: 7,597 shares 7,597 $3.87M 0.47% -112 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: 42,230 shares; 2024Q4: 42,471 shares; 2025Q1: 42,093 shares; 2025Q2: 42,962 shares; 2025Q3: 44,391 shares; 2025Q4: 44,967 shares; 2026Q1: 47,434 shares; 2026Q2: 47,615 shares 47,615 $3.87M 0.47% +181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,400 shares 7,400 $3.84M 0.47% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL 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: 7,813 shares; 2026Q2: 9,293 shares 9,293 $3.78M 0.46% +1,480 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,111 shares; 2024Q4: 51,359 shares; 2025Q1: 50,708 shares; 2025Q2: 50,638 shares; 2025Q3: 50,044 shares; 2025Q4: 49,995 shares; 2026Q1: 51,814 shares; 2026Q2: 52,075 shares 52,075 $3.75M 0.46% +261 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,548 shares; 2024Q4: 15,660 shares; 2025Q1: 16,087 shares; 2025Q2: 16,313 shares; 2025Q3: 16,493 shares; 2025Q4: 16,669 shares; 2026Q1: 18,044 shares; 2026Q2: 18,920 shares 18,920 $3.68M 0.45% +876 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: 8,948 shares; 2024Q4: 8,952 shares; 2025Q1: 9,001 shares; 2025Q2: 9,230 shares; 2025Q3: 9,554 shares; 2025Q4: 9,540 shares; 2026Q1: 9,764 shares; 2026Q2: 9,952 shares 9,952 $3.6M 0.44% +188 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: 3,655 shares; 2024Q4: 3,655 shares; 2025Q1: 3,655 shares; 2025Q2: 3,655 shares; 2025Q3: 3,655 shares; 2025Q4: 3,655 shares; 2026Q1: 3,655 shares; 2026Q2: 29,240 shares 29,240 $3.49M 0.42% +25,585 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: 16,229 shares; 2024Q4: 16,557 shares; 2025Q1: 16,585 shares; 2025Q2: 17,168 shares; 2025Q3: 19,756 shares; 2025Q4: 20,354 shares; 2026Q1: 20,667 shares; 2026Q2: 20,992 shares 20,992 $3.48M 0.42% +325 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: 44,101 shares; 2024Q4: 44,203 shares; 2025Q1: 44,975 shares; 2025Q2: 45,767 shares; 2025Q3: 47,234 shares; 2025Q4: 47,316 shares; 2026Q1: 49,239 shares; 2026Q2: 50,059 shares 50,059 $3.42M 0.42% +820 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: 47,484 shares; 2024Q4: 47,699 shares; 2025Q1: 47,267 shares; 2025Q2: 49,048 shares; 2025Q3: 55,004 shares; 2025Q4: 57,634 shares; 2026Q1: 58,091 shares; 2026Q2: 59,312 shares 59,312 $3.42M 0.42% +1,221 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: 17,770 shares; 2024Q4: 17,768 shares; 2025Q1: 17,684 shares; 2025Q2: 18,243 shares; 2025Q3: 19,161 shares; 2025Q4: 20,390 shares; 2026Q1: 22,472 shares; 2026Q2: 23,024 shares 23,024 $3.38M 0.41% +552 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 14,893 shares; 2026Q1: 17,176 shares; 2026Q2: 18,894 shares 18,894 $3.33M 0.41% +1,718 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 172,113 shares 172,113 $3.29M 0.4% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,767 shares; 2024Q4: 15,655 shares; 2025Q1: 15,677 shares; 2025Q2: 15,824 shares; 2025Q3: 18,355 shares; 2025Q4: 19,600 shares; 2026Q1: 20,389 shares; 2026Q2: 21,362 shares 21,362 $3.28M 0.4% +973 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: 21,093 shares; 2024Q4: 21,304 shares; 2025Q1: 22,233 shares; 2025Q2: 23,443 shares; 2025Q3: 24,868 shares; 2025Q4: 25,870 shares; 2026Q1: 27,741 shares; 2026Q2: 28,687 shares 28,687 $3.26M 0.4% +946 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: 32,032 shares; 2024Q4: 31,673 shares; 2025Q1: 30,896 shares; 2025Q2: 31,191 shares; 2025Q3: 31,667 shares; 2025Q4: 31,670 shares; 2026Q1: 32,814 shares; 2026Q2: 33,748 shares 33,748 $3.23M 0.39% +934 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: 11,074 shares; 2024Q4: 11,561 shares; 2025Q1: 11,050 shares; 2025Q2: 10,901 shares; 2025Q3: 6,490 shares; 2025Q4: 7,689 shares; 2026Q1: 7,689 shares; 2026Q2: 7,664 shares 7,664 $3.22M 0.39% -25 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: 31,258 shares; 2024Q4: 32,003 shares; 2025Q1: 32,696 shares; 2025Q2: 33,658 shares; 2025Q3: 34,698 shares; 2025Q4: 35,631 shares; 2026Q1: 36,924 shares; 2026Q2: 38,448 shares 38,448 $3.21M 0.39% +1,524 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,629 shares; 2024Q4: 81,095 shares; 2025Q1: 80,132 shares; 2025Q2: 80,025 shares; 2025Q3: 81,535 shares; 2025Q4: 81,504 shares; 2026Q1: 84,106 shares; 2026Q2: 86,713 shares 86,713 $3.15M 0.38% +2,607 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,279 shares 62,279 $3.14M 0.38% new 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: 64,836 shares; 2024Q4: 64,835 shares; 2025Q1: 66,368 shares; 2025Q2: 66,789 shares; 2025Q3: 70,260 shares; 2025Q4: 69,335 shares; 2026Q1: 72,585 shares; 2026Q2: 73,970 shares 73,970 $3.13M 0.38% +1,385 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,065 shares; 2025Q1: 21,927 shares; 2025Q2: 23,257 shares; 2025Q3: 26,058 shares; 2025Q4: 25,494 shares; 2026Q1: 28,058 shares; 2026Q2: 29,026 shares 29,026 $3.12M 0.38% +968 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: 16,368 shares; 2024Q4: 16,686 shares; 2025Q1: 17,667 shares; 2025Q2: 18,624 shares; 2025Q3: 19,673 shares; 2025Q4: 20,527 shares; 2026Q1: 21,666 shares; 2026Q2: 22,082 shares 22,082 $2.99M 0.36% +416 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: 82,456 shares; 2024Q4: 87,767 shares; 2025Q1: 93,608 shares; 2025Q2: 99,337 shares; 2025Q3: 106,945 shares; 2025Q4: 111,910 shares; 2026Q1: 118,078 shares; 2026Q2: 123,384 shares 123,384 $2.97M 0.36% +5,306 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: 38,192 shares; 2024Q4: 40,078 shares; 2025Q1: 43,936 shares; 2025Q2: 47,542 shares; 2025Q3: 50,024 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69,532 shares 69,532 $2.85M 0.35% new 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: 27,890 shares; 2024Q4: 28,691 shares; 2025Q1: 28,992 shares; 2025Q2: 29,655 shares; 2025Q3: 31,116 shares; 2025Q4: 31,232 shares; 2026Q1: 32,578 shares; 2026Q2: 34,849 shares 34,849 $2.73M 0.33% +2,271 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,915 shares; 2025Q3: 22,758 shares; 2025Q4: 25,341 shares; 2026Q1: 26,491 shares; 2026Q2: 28,536 shares 28,536 $2.72M 0.33% +2,045 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: 12,081 shares 12,081 $2.71M 0.33% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,856 shares 11,856 $2.62M 0.32% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,259 shares; 2024Q4: 11,395 shares; 2025Q1: 11,192 shares; 2025Q2: 11,011 shares; 2025Q3: 11,088 shares; 2025Q4: 11,084 shares; 2026Q1: 11,278 shares; 2026Q2: 11,694 shares 11,694 $2.58M 0.31% +416 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,243 shares; 2024Q4: 7,243 shares; 2025Q1: 7,243 shares; 2025Q2: 7,243 shares; 2025Q3: 7,243 shares; 2025Q4: 7,269 shares; 2026Q1: 7,243 shares; 2026Q2: 28,972 shares 28,972 $2.33M 0.28% +21,729 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: 3,340 shares; 2024Q4: 3,318 shares; 2025Q1: 3,318 shares; 2025Q2: 3,318 shares; 2025Q3: 3,323 shares; 2025Q4: 3,370 shares; 2026Q1: 3,373 shares; 2026Q2: 3,373 shares 3,373 $2.32M 0.28% 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: 34,623 shares; 2024Q4: 35,579 shares; 2025Q1: 37,691 shares; 2025Q2: 39,724 shares; 2025Q3: 42,989 shares; 2025Q4: 51,361 shares; 2026Q1: 57,228 shares; 2026Q2: 63,951 shares 63,951 $2.23M 0.27% +6,723 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,688 shares; 2025Q1: 3,227 shares; 2025Q2: 3,574 shares; 2025Q3: 4,420 shares; 2025Q4: 4,743 shares; 2026Q1: 5,014 shares; 2026Q2: 5,560 shares 5,560 $2.09M 0.25% +546 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,512 shares; 2024Q4: 8,253 shares; 2025Q1: 8,554 shares; 2025Q2: 8,897 shares; 2025Q3: 9,348 shares; 2025Q4: 9,605 shares; 2026Q1: 10,453 shares; 2026Q2: 11,435 shares 11,435 $2.03M 0.25% +982 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: 4,992 shares; 2025Q2: 5,465 shares; 2025Q3: 6,182 shares; 2025Q4: 11,898 shares; 2026Q1: 15,451 shares; 2026Q2: 17,055 shares 17,055 $1.99M 0.24% +1,604 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,977 shares; 2024Q4: 2,939 shares; 2025Q1: 2,951 shares; 2025Q2: 2,963 shares; 2025Q3: 2,975 shares; 2025Q4: 8,352 shares; 2026Q1: 8,152 shares; 2026Q2: 8,165 shares 8,165 $1.94M 0.24% +13 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,138 shares; 2024Q4: 4,555 shares; 2025Q1: 9,308 shares; 2025Q2: 10,327 shares; 2025Q3: 6,316 shares; 2025Q4: 7,070 shares; 2026Q1: 10,159 shares; 2026Q2: 17,519 shares 17,519 $1.93M 0.24% +7,360 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 5,980 shares; 2026Q2: 6,725 shares 6,725 $1.65M 0.2% +745 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,552 shares; 2024Q4: 4,762 shares; 2025Q1: 4,843 shares; 2025Q2: 8,295 shares; 2025Q3: 9,375 shares; 2025Q4: 9,859 shares; 2026Q1: 11,241 shares; 2026Q2: 12,334 shares 12,334 $1.51M 0.18% +1,093 Timeline VICR VICOR CORP More: the full row for VICOR 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: 5,000 shares; 2026Q2: 3,750 shares 3,750 $1.42M 0.17% -1,250 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,506 shares; 2024Q4: 2,497 shares; 2025Q1: 2,545 shares; 2025Q2: 2,618 shares; 2025Q3: 2,730 shares; 2025Q4: 14,344 shares; 2026Q1: 10,466 shares; 2026Q2: 12,735 shares 12,735 $1.26M 0.15% +2,269 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,956 shares; 2024Q4: 5,303 shares; 2025Q1: 5,556 shares; 2025Q2: 5,696 shares; 2025Q3: 6,366 shares; 2025Q4: 6,695 shares; 2026Q1: 7,082 shares; 2026Q2: 8,735 shares 8,735 $1.23M 0.15% +1,653 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,304 shares; 2026Q1: 5,840 shares; 2026Q2: 5,845 shares 5,845 $1.22M 0.15% +5 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,115 shares; 2024Q4: 2,103 shares; 2025Q1: 2,122 shares; 2025Q2: 2,243 shares; 2025Q3: 2,675 shares; 2025Q4: 2,976 shares; 2026Q1: 3,158 shares; 2026Q2: 3,814 shares 3,814 $1.12M 0.14% +656 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS 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: 3,150 shares; 2026Q1: 3,764 shares; 2026Q2: 3,764 shares 3,764 $1.06M 0.13% 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: 16,399 shares; 2024Q4: 2,137 shares; 2025Q1: 1,953 shares; 2025Q2: 1,960 shares; 2025Q3: 3,584 shares; 2025Q4: 3,590 shares; 2026Q1: 3,581 shares; 2026Q2: 3,581 shares 3,581 $1.01M 0.12% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,392 shares; 2025Q2: 14,736 shares; 2025Q3: 15,433 shares; 2025Q4: 17,129 shares; 2026Q1: 25,013 shares; 2026Q2: 23,325 shares 23,325 $892K 0.11% -1,688 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,966 shares; 2024Q4: 8,447 shares; 2025Q1: 8,583 shares; 2025Q2: 9,341 shares; 2025Q3: 6,830 shares; 2025Q4: 7,562 shares; 2026Q1: 8,566 shares; 2026Q2: 11,277 shares 11,277 $877K 0.11% +2,711 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: 1,553 shares; 2024Q4: 1,558 shares; 2025Q1: 1,559 shares; 2025Q2: 1,564 shares; 2025Q3: 1,568 shares; 2025Q4: 1,573 shares; 2026Q1: 1,577 shares; 2026Q2: 1,368 shares 1,368 $868K 0.11% -209 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $849K 0.1% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,713 shares; 2024Q4: 2,702 shares; 2025Q1: 2,698 shares; 2025Q2: 2,661 shares; 2025Q3: 2,687 shares; 2025Q4: 2,715 shares; 2026Q1: 2,836 shares; 2026Q2: 2,291 shares 2,291 $808K 0.1% -545 Timeline VDC 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: 3,532 shares; 2024Q4: 3,532 shares; 2025Q1: 3,532 shares; 2025Q2: 3,532 shares; 2025Q3: 3,532 shares; 2025Q4: 3,532 shares; 2026Q1: 3,532 shares; 2026Q2: 3,532 shares 3,532 $796K 0.1% 0 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,310 shares; 2024Q4: 29,310 shares; 2025Q1: 28,961 shares; 2025Q2: 28,961 shares; 2025Q3: 29,323 shares; 2025Q4: 16,569 shares; 2026Q1: 14,848 shares; 2026Q2: 14,848 shares 14,848 $684K 0.08% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,390 shares; 2024Q4: 3,402 shares; 2025Q1: 3,385 shares; 2025Q2: 3,396 shares; 2025Q3: 3,406 shares; 2025Q4: 3,503 shares; 2026Q1: 3,521 shares; 2026Q2: 3,531 shares 3,531 $670K 0.08% +10 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,142 shares; 2024Q4: 21,518 shares; 2025Q1: 25,273 shares; 2025Q2: 31,049 shares; 2025Q3: 27,675 shares; 2025Q4: 29,375 shares; 2026Q1: 30,380 shares; 2026Q2: 29,799 shares 29,799 $617K 0.08% -581 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 3,667 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,523 shares; 2026Q2: 2,133 shares 2,133 $608K 0.07% -390 Timeline PTF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,056 shares 4,056 $553K 0.07% new Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,925 shares; 2024Q4: 39,347 shares; 2025Q1: 41,375 shares; 2025Q2: 38,493 shares; 2025Q3: 37,863 shares; 2025Q4: 28,650 shares; 2026Q1: 29,448 shares; 2026Q2: 28,732 shares 28,732 $551K 0.07% -716 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: 1,415 shares; 2025Q3: 1,523 shares; 2025Q4: 1,124 shares; 2026Q1: 2,746 shares; 2026Q2: 2,746 shares 2,746 $551K 0.07% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,696 shares; 2024Q4: 1,557 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares; 2026Q1: 1,502 shares; 2026Q2: 1,502 shares 1,502 $531K 0.06% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,824 shares; 2024Q4: 16,929 shares; 2025Q1: 14,731 shares; 2025Q2: 14,461 shares; 2025Q3: 13,033 shares; 2025Q4: 8,782 shares; 2026Q1: 9,619 shares; 2026Q2: 10,499 shares 10,499 $530K 0.06% +880 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: 3,296 shares; 2024Q4: 3,312 shares; 2025Q1: 3,329 shares; 2025Q2: 3,345 shares; 2025Q3: 3,358 shares; 2025Q4: 3,372 shares; 2026Q1: 3,385 shares; 2026Q2: 2,066 shares 2,066 $528K 0.06% -1,319 Timeline PRN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,990 shares 1,990 $519K 0.06% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,402 shares; 2025Q4: 5,402 shares; 2026Q1: 5,402 shares; 2026Q2: 5,402 shares 5,402 $517K 0.06% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,586 shares; 2024Q4: 7,505 shares; 2025Q1: 7,430 shares; 2025Q2: 7,683 shares; 2025Q3: 7,464 shares; 2025Q4: 6,714 shares; 2026Q1: 6,922 shares; 2026Q2: 4,537 shares 4,537 $514K 0.06% -2,385 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: 5,288 shares; 2024Q4: 5,288 shares; 2025Q1: 5,482 shares; 2025Q2: 5,262 shares; 2025Q3: 5,262 shares; 2025Q4: 5,562 shares; 2026Q1: 5,506 shares; 2026Q2: 5,506 shares 5,506 $483K 0.06% 0 Timeline PXI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,644 shares 7,644 $421K 0.05% 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: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares; 2026Q2: 822 shares 822 $404K 0.05% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,918 shares; 2024Q4: 9,678 shares; 2025Q1: 10,414 shares; 2025Q2: 11,064 shares; 2025Q3: 11,680 shares; 2025Q4: 12,822 shares; 2026Q1: 2,052 shares; 2026Q2: 1,953 shares 1,953 $400K 0.05% -99 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,609 shares; 2026Q2: 1,556 shares 1,556 $397K 0.05% -53 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,944 shares; 2025Q1: 5,024 shares; 2025Q2: 5,024 shares; 2025Q3: 5,024 shares; 2025Q4: 5,241 shares; 2026Q1: 5,535 shares; 2026Q2: 5,310 shares 5,310 $378K 0.05% -225 Timeline NN NEXTNAV INC More: the full row for NEXTNAV 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: 20,358 shares; 2026Q1: 20,358 shares; 2026Q2: 20,358 shares 20,358 $363K 0.04% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 905 shares; 2025Q1: 819 shares; 2025Q2: 820 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 866 shares; 2026Q2: 867 shares 867 $360K 0.04% +1 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,673 shares 1,673 $345K 0.04% new Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,706 shares; 2025Q4: 9,563 shares; 2026Q1: 9,908 shares; 2026Q2: 9,908 shares 9,908 $329K 0.04% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,332 shares; 2024Q4: 309,374 shares; 2025Q1: 363,366 shares; 2025Q2: 370,380 shares; 2025Q3: 375,486 shares; 2025Q4: 4,723 shares; 2026Q1: 3,462 shares; 2026Q2: 3,265 shares 3,265 $329K 0.04% -197 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: not reported; 2026Q1: 277 shares; 2026Q2: 277 shares 277 $325K 0.04% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,176 shares; 2024Q4: 16,181 shares; 2025Q1: 10,788 shares; 2025Q2: 9,505 shares; 2025Q3: 9,470 shares; 2025Q4: 8,784 shares; 2026Q1: 8,364 shares; 2026Q2: 8,364 shares 8,364 $323K 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,692 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares; 2026Q1: 1,654 shares; 2026Q2: 1,404 shares 1,404 $313K 0.04% -250 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: 1,332 shares; 2024Q4: 1,340 shares; 2025Q1: 1,348 shares; 2025Q2: 1,357 shares; 2025Q3: 1,365 shares; 2025Q4: 1,373 shares; 2026Q1: 1,382 shares; 2026Q2: 1,126 shares 1,126 $305K 0.04% -256 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 306 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $303K 0.04% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 948 shares; 2026Q1: 843 shares; 2026Q2: 843 shares 843 $289K 0.04% 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: 777 shares; 2024Q4: 777 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares; 2026Q2: 835 shares 835 $285K 0.03% +65 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 585 shares; 2025Q4: 585 shares; 2026Q1: 585 shares; 2026Q2: 542 shares 542 $276K 0.03% -43 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,898 shares; 2024Q4: 1,913 shares; 2025Q1: 1,928 shares; 2025Q2: 1,943 shares; 2025Q3: 1,958 shares; 2025Q4: 1,971 shares; 2026Q1: 1,985 shares; 2026Q2: 1,999 shares 1,999 $271K 0.03% +14 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS 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: 9,813 shares; 2026Q1: 9,813 shares; 2026Q2: 9,813 shares 9,813 $269K 0.03% 0 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS 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: 9,578 shares; 2026Q1: 9,578 shares; 2026Q2: 9,578 shares 9,578 $267K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 765 shares; 2026Q1: 786 shares; 2026Q2: 715 shares 715 $265K 0.03% -71 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: 1,922 shares; 2024Q4: 1,847 shares; 2025Q1: 1,847 shares; 2025Q2: 1,847 shares; 2025Q3: 1,847 shares; 2025Q4: 1,847 shares; 2026Q1: 1,847 shares; 2026Q2: 1,847 shares 1,847 $264K 0.03% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 849 shares; 2026Q2: 849 shares 849 $263K 0.03% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,402 shares; 2025Q1: not reported; 2025Q2: 3,402 shares; 2025Q3: 3,402 shares; 2025Q4: 4,391 shares; 2026Q1: 3,347 shares; 2026Q2: 3,409 shares 3,409 $263K 0.03% +62 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: not reported; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 770 shares; 2025Q4: not reported; 2026Q1: 1,129 shares; 2026Q2: 1,130 shares 1,130 $253K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: 1,815 shares; 2025Q2: 1,822 shares; 2025Q3: 1,828 shares; 2025Q4: 1,835 shares; 2026Q1: 1,877 shares; 2026Q2: 1,921 shares 1,921 $243K 0.03% +44 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: not reported; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 2,890 shares; 2026Q2: 2,890 shares 2,890 $239K 0.03% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 4,450 shares; 2026Q1: 4,450 shares; 2026Q2: 4,450 shares 4,450 $232K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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: 2,242 shares; 2025Q4: 2,248 shares; 2026Q1: 2,206 shares; 2026Q2: 2,211 shares 2,211 $230K 0.03% +5 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648 shares; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 672 shares; 2026Q2: 660 shares 660 $227K 0.03% -12 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 614 shares 614 $204K 0.02% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 460 shares; 2025Q3: 457 shares; 2025Q4: 454 shares; 2026Q1: not reported; 2026Q2: 2,324 shares 2,324 $200K 0.02% new Timeline