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: 8,538 shares; 2024Q4: 8,328 shares; 2025Q1: 9,451 shares; 2025Q2: 10,532 shares; 2025Q3: 12,489 shares; 2025Q4: 5,839 shares; 2026Q1: 5,021 shares; 2026Q2: 6,455 shares 6,455 $4.82M 7.37% +1,434 Timeline BBUS 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: 22,591 shares; 2024Q4: 22,569 shares; 2025Q1: 28,918 shares; 2025Q2: 26,442 shares; 2025Q3: 28,747 shares; 2025Q4: 29,146 shares; 2026Q1: 29,733 shares; 2026Q2: 31,725 shares 31,725 $4.27M 6.53% +1,992 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: 2,578 shares; 2024Q4: 2,830 shares; 2025Q1: 3,099 shares; 2025Q2: 2,578 shares; 2025Q3: 2,683 shares; 2025Q4: 1,632 shares; 2026Q1: 2,295 shares; 2026Q2: 4,043 shares 4,043 $3.03M 4.63% +1,748 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,309 shares; 2024Q4: not reported; 2025Q1: 68,698 shares; 2025Q2: 84,417 shares; 2025Q3: 46,901 shares; 2025Q4: 71,646 shares; 2026Q1: 103,473 shares; 2026Q2: 113,529 shares 113,529 $2.91M 4.45% +10,056 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,070 shares; 2024Q4: 14,032 shares; 2025Q1: 34,791 shares; 2025Q2: 37,096 shares; 2025Q3: 36,957 shares; 2025Q4: 37,878 shares; 2026Q1: 39,841 shares; 2026Q2: 44,093 shares 44,093 $2.86M 4.37% +4,252 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,102 shares; 2026Q1: 24,761 shares; 2026Q2: 46,840 shares 46,840 $2.51M 3.83% +22,079 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,140 shares; 2024Q4: 18,248 shares; 2025Q1: 41,559 shares; 2025Q2: 29,931 shares; 2025Q3: 35,561 shares; 2025Q4: 36,473 shares; 2026Q1: 38,111 shares; 2026Q2: 44,848 shares 44,848 $2.32M 3.55% +6,737 Timeline JIRE 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: 11,633 shares; 2024Q4: 11,650 shares; 2025Q1: 11,075 shares; 2025Q2: 11,598 shares; 2025Q3: 23,590 shares; 2025Q4: 23,171 shares; 2026Q1: 21,717 shares; 2026Q2: 20,957 shares 20,957 $1.73M 2.64% -760 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,660 shares; 2024Q4: 21,532 shares; 2025Q1: 57,553 shares; 2025Q2: 25,997 shares; 2025Q3: 37,910 shares; 2025Q4: 50,591 shares; 2026Q1: 47,601 shares; 2026Q2: 34,226 shares 34,226 $1.72M 2.64% -13,375 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,370 shares; 2025Q1: 2,623 shares; 2025Q2: 6,081 shares; 2025Q3: 8,385 shares; 2025Q4: 3,026 shares; 2026Q1: 5,884 shares; 2026Q2: 15,916 shares 15,916 $1.53M 2.34% +10,032 Timeline IUSB 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: 6,987 shares; 2025Q1: 13,209 shares; 2025Q2: 12,133 shares; 2025Q3: 10,781 shares; 2025Q4: 11,845 shares; 2026Q1: 17,798 shares; 2026Q2: 32,635 shares 32,635 $1.51M 2.3% +14,837 Timeline JUSA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,749 shares 20,749 $1.39M 2.13% new Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,867 shares; 2025Q2: 16,885 shares; 2025Q3: 29,802 shares; 2025Q4: 19,923 shares; 2026Q1: 31,714 shares; 2026Q2: 35,436 shares 35,436 $1.18M 1.81% +3,722 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,774 shares; 2026Q1: 20,455 shares; 2026Q2: 20,244 shares 20,244 $1.03M 1.57% -211 Timeline IVW 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: 3,024 shares; 2025Q2: 3,230 shares; 2025Q3: 3,373 shares; 2025Q4: 4,037 shares; 2026Q1: 5,803 shares; 2026Q2: 7,152 shares 7,152 $984K 1.5% +1,349 Timeline SPYM 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: 11,011 shares; 2024Q4: 11,033 shares; 2025Q1: 10,961 shares; 2025Q2: 10,980 shares; 2025Q3: 10,981 shares; 2025Q4: 10,982 shares; 2026Q1: 11,150 shares; 2026Q2: 11,174 shares 11,174 $982K 1.5% +24 Timeline SPSM 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: 6,527 shares; 2024Q4: 6,778 shares; 2025Q1: 7,193 shares; 2025Q2: 13,261 shares; 2025Q3: 23,596 shares; 2025Q4: 19,030 shares; 2026Q1: 16,314 shares; 2026Q2: 17,013 shares 17,013 $981K 1.5% +699 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: 18,863 shares; 2024Q4: 19,141 shares; 2025Q1: 18,113 shares; 2025Q2: 18,113 shares; 2025Q3: 18,935 shares; 2025Q4: 19,040 shares; 2026Q1: 19,040 shares; 2026Q2: 19,040 shares 19,040 $963K 1.47% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,176 shares; 2025Q2: 6,131 shares; 2025Q3: 7,816 shares; 2025Q4: 9,447 shares; 2026Q1: 10,894 shares; 2026Q2: 13,808 shares 13,808 $939K 1.44% +2,914 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,578 shares; 2025Q2: 10,004 shares; 2025Q3: not reported; 2025Q4: 29,502 shares; 2026Q1: 18,535 shares; 2026Q2: 34,847 shares 34,847 $914K 1.4% +16,312 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,182 shares; 2025Q2: 1,568 shares; 2025Q3: 1,718 shares; 2025Q4: 3,013 shares; 2026Q1: 3,613 shares; 2026Q2: 3,560 shares 3,560 $808K 1.24% -53 Timeline IGEB 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: 9,395 shares; 2025Q4: 9,402 shares; 2026Q1: 10,095 shares; 2026Q2: 14,850 shares 14,850 $670K 1.02% +4,755 Timeline SPMD 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: 4,332 shares; 2024Q4: 4,321 shares; 2025Q1: 8,056 shares; 2025Q2: 8,530 shares; 2025Q3: 8,557 shares; 2025Q4: 8,828 shares; 2026Q1: 9,098 shares; 2026Q2: 9,817 shares 9,817 $663K 1.01% +719 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,778 shares; 2025Q2: 17,108 shares; 2025Q3: 17,233 shares; 2025Q4: 18,024 shares; 2026Q1: 20,679 shares; 2026Q2: 25,833 shares 25,833 $657K 1% +5,154 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: 560 shares; 2024Q4: 950 shares; 2025Q1: 939 shares; 2025Q2: 1,003 shares; 2025Q3: 1,014 shares; 2025Q4: 1,017 shares; 2026Q1: 1,017 shares; 2026Q2: 956 shares 956 $656K 1% -61 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,490 shares; 2025Q2: 1,771 shares; 2025Q3: 1,561 shares; 2025Q4: 1,534 shares; 2026Q1: 1,377 shares; 2026Q2: 1,635 shares 1,635 $602K 0.92% +258 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,385 shares; 2025Q2: 23,267 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,817 shares; 2026Q2: 26,781 shares 26,781 $600K 0.92% +4,964 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,494 shares; 2025Q2: 9,393 shares; 2025Q3: 9,418 shares; 2025Q4: 9,839 shares; 2026Q1: 11,595 shares; 2026Q2: 14,628 shares 14,628 $589K 0.9% +3,033 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,250 shares; 2025Q2: 11,769 shares; 2025Q3: 11,691 shares; 2025Q4: 11,930 shares; 2026Q1: 12,257 shares; 2026Q2: 13,350 shares 13,350 $584K 0.89% +1,093 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,526 shares; 2024Q4: 13,526 shares; 2025Q1: 13,526 shares; 2025Q2: 13,526 shares; 2025Q3: 13,526 shares; 2025Q4: 13,526 shares; 2026Q1: 13,133 shares; 2026Q2: 13,133 shares 13,133 $583K 0.89% 0 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: 3,576 shares; 2024Q4: 3,601 shares; 2025Q1: 3,436 shares; 2025Q2: 3,426 shares; 2025Q3: 3,813 shares; 2025Q4: 1,229 shares; 2026Q1: 1,329 shares; 2026Q2: 1,582 shares 1,582 $565K 0.86% +253 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,668 shares; 2025Q2: 16,999 shares; 2025Q3: 17,152 shares; 2025Q4: 17,850 shares; 2026Q1: 22,516 shares; 2026Q2: 29,271 shares 29,271 $554K 0.85% +6,755 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,371 shares; 2025Q4: 4,308 shares; 2026Q1: 4,820 shares; 2026Q2: 6,003 shares 6,003 $552K 0.84% +1,183 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: 4,158 shares; 2024Q4: 4,185 shares; 2025Q1: 4,154 shares; 2025Q2: 4,169 shares; 2025Q3: 4,644 shares; 2025Q4: 1,410 shares; 2026Q1: 1,367 shares; 2026Q2: 1,474 shares 1,474 $550K 0.84% +107 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: 11,345 shares; 2024Q4: 11,347 shares; 2025Q1: 11,352 shares; 2025Q2: 11,508 shares; 2025Q3: 12,894 shares; 2025Q4: 2,714 shares; 2026Q1: 2,816 shares; 2026Q2: 2,698 shares 2,698 $540K 0.83% -118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,064 shares; 2025Q3: 4,726 shares; 2025Q4: 7,729 shares; 2026Q1: 8,731 shares; 2026Q2: 6,516 shares 6,516 $540K 0.82% -2,215 Timeline IEF 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: 3,316 shares; 2025Q4: 3,248 shares; 2026Q1: 3,484 shares; 2026Q2: 5,658 shares 5,658 $535K 0.82% +2,174 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,433 shares; 2026Q1: 9,338 shares; 2026Q2: 10,018 shares 10,018 $528K 0.81% +680 Timeline JGLO 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: 15,929 shares; 2024Q4: 16,226 shares; 2025Q1: 19,421 shares; 2025Q2: 19,933 shares; 2025Q3: 16,099 shares; 2025Q4: 15,267 shares; 2026Q1: 15,319 shares; 2026Q2: 7,299 shares 7,299 $520K 0.79% -8,020 Timeline EFG 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: 3,034 shares; 2026Q2: 3,902 shares 3,902 $485K 0.74% +868 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: 1,552 shares; 2024Q4: 1,444 shares; 2025Q1: 1,442 shares; 2025Q2: 1,439 shares; 2025Q3: 1,117 shares; 2025Q4: 955 shares; 2026Q1: 938 shares; 2026Q2: 938 shares 938 $478K 0.73% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,812 shares; 2025Q1: 5,901 shares; 2025Q2: 5,918 shares; 2025Q3: 5,924 shares; 2025Q4: 6,008 shares; 2026Q1: 6,014 shares; 2026Q2: 6,042 shares 6,042 $437K 0.67% +28 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,418 shares; 2025Q4: 4,373 shares; 2026Q1: 4,418 shares; 2026Q2: 4,827 shares 4,827 $421K 0.64% +409 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: not reported; 2025Q3: not reported; 2025Q4: 902 shares; 2026Q1: 1,280 shares; 2026Q2: 1,186 shares 1,186 $407K 0.62% -94 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,552 shares; 2026Q2: 7,397 shares 7,397 $373K 0.57% +1,845 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,016 shares; 2025Q2: 11,838 shares; 2025Q3: 11,910 shares; 2025Q4: 12,406 shares; 2026Q1: 14,066 shares; 2026Q2: 17,410 shares 17,410 $364K 0.56% +3,344 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,221 shares; 2025Q1: 2,223 shares; 2025Q2: 2,556 shares; 2025Q3: 2,622 shares; 2025Q4: 2,624 shares; 2026Q1: 2,698 shares; 2026Q2: 2,798 shares 2,798 $357K 0.55% +100 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,433 shares; 2024Q4: 6,433 shares; 2025Q1: 6,433 shares; 2025Q2: 6,433 shares; 2025Q3: 6,433 shares; 2025Q4: 6,433 shares; 2026Q1: 6,433 shares; 2026Q2: 6,433 shares 6,433 $354K 0.54% 0 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 3,682 shares; 2025Q3: 3,682 shares; 2025Q4: 3,749 shares; 2026Q1: 3,488 shares; 2026Q2: 3,420 shares 3,420 $353K 0.54% -68 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,162 shares; 2024Q4: 7,096 shares; 2025Q1: 7,757 shares; 2025Q2: 6,907 shares; 2025Q3: 6,664 shares; 2025Q4: 2,151 shares; 2026Q1: 3,400 shares; 2026Q2: 3,504 shares 3,504 $352K 0.54% +104 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: 3,295 shares; 2024Q4: 3,245 shares; 2025Q1: 3,193 shares; 2025Q2: 3,170 shares; 2025Q3: 3,137 shares; 2025Q4: 1,048 shares; 2026Q1: 1,075 shares; 2026Q2: 1,064 shares 1,064 $348K 0.53% -11 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,479 shares 9,479 $347K 0.53% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,838 shares; 2025Q2: 3,943 shares; 2025Q3: 6,396 shares; 2025Q4: 6,583 shares; 2026Q1: 10,284 shares; 2026Q2: 6,624 shares 6,624 $347K 0.53% -3,660 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: 4,148 shares; 2024Q4: 2,545 shares; 2025Q1: 2,549 shares; 2025Q2: 2,432 shares; 2025Q3: 2,610 shares; 2025Q4: 2,074 shares; 2026Q1: 2,284 shares; 2026Q2: 2,326 shares 2,326 $341K 0.52% +42 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: 6,366 shares; 2024Q4: 6,311 shares; 2025Q1: 6,365 shares; 2025Q2: 6,218 shares; 2025Q3: 7,250 shares; 2025Q4: 1,291 shares; 2026Q1: 1,257 shares; 2026Q2: 1,178 shares 1,178 $341K 0.52% -79 Timeline MGV 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: not reported; 2024Q4: 1,748 shares; 2025Q1: 1,748 shares; 2025Q2: 2,034 shares; 2025Q3: 2,051 shares; 2025Q4: 2,054 shares; 2026Q1: 2,072 shares; 2026Q2: 2,073 shares 2,073 $339K 0.52% +1 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,265 shares; 2026Q2: 10,376 shares 10,376 $330K 0.5% +3,111 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,312 shares; 2024Q4: 12,113 shares; 2025Q1: 6,579 shares; 2025Q2: 6,179 shares; 2025Q3: 5,678 shares; 2025Q4: 5,747 shares; 2026Q1: 4,173 shares; 2026Q2: 2,731 shares 2,731 $320K 0.49% -1,442 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,793 shares; 2025Q1: 2,794 shares; 2025Q2: 2,794 shares; 2025Q3: 2,840 shares; 2025Q4: 2,457 shares; 2026Q1: 2,487 shares; 2026Q2: 2,483 shares 2,483 $317K 0.48% -4 Timeline MBB 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: 2,532 shares; 2026Q2: 3,258 shares 3,258 $308K 0.47% +726 Timeline GOVT 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: 10,816 shares; 2026Q2: 13,316 shares 13,316 $303K 0.46% +2,500 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,816 shares; 2024Q4: 4,383 shares; 2025Q1: 3,916 shares; 2025Q2: 4,081 shares; 2025Q3: 4,086 shares; 2025Q4: 3,636 shares; 2026Q1: 3,568 shares; 2026Q2: 3,882 shares 3,882 $302K 0.46% +314 Timeline SPAB 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: 9,998 shares; 2024Q4: 9,943 shares; 2025Q1: 17,997 shares; 2025Q2: 49,411 shares; 2025Q3: 9,294 shares; 2025Q4: 13,481 shares; 2026Q1: 26,553 shares; 2026Q2: 11,784 shares 11,784 $301K 0.46% -14,769 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,968 shares 5,968 $298K 0.45% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636 shares; 2024Q4: 619 shares; 2025Q1: 622 shares; 2025Q2: 621 shares; 2025Q3: 617 shares; 2025Q4: 249 shares; 2026Q1: 248 shares; 2026Q2: 243 shares 243 $291K 0.45% -5 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,362 shares; 2025Q3: 4,397 shares; 2025Q4: 4,488 shares; 2026Q1: 4,754 shares; 2026Q2: 4,767 shares 4,767 $287K 0.44% +13 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,123 shares 10,123 $284K 0.43% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,639 shares; 2024Q4: 22,389 shares; 2025Q1: 11,664 shares; 2025Q2: 11,267 shares; 2025Q3: 12,130 shares; 2025Q4: 11,796 shares; 2026Q1: 8,461 shares; 2026Q2: 5,671 shares 5,671 $283K 0.43% -2,790 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: 3,560 shares; 2024Q4: 3,298 shares; 2025Q1: 3,088 shares; 2025Q2: 3,050 shares; 2025Q3: 2,902 shares; 2025Q4: 821 shares; 2026Q1: 817 shares; 2026Q2: 741 shares 741 $280K 0.43% -76 Timeline BBHY 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: 16,704 shares; 2024Q4: 15,070 shares; 2025Q1: 16,518 shares; 2025Q2: 7,893 shares; 2025Q3: 8,039 shares; 2025Q4: 7,989 shares; 2026Q1: 6,098 shares; 2026Q2: 6,040 shares 6,040 $278K 0.43% -58 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,539 shares; 2025Q2: 2,539 shares; 2025Q3: 2,579 shares; 2025Q4: 2,601 shares; 2026Q1: 2,601 shares; 2026Q2: 2,601 shares 2,601 $277K 0.42% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,056 shares; 2025Q3: 5,975 shares; 2025Q4: 5,975 shares; 2026Q1: 5,692 shares; 2026Q2: 5,692 shares 5,692 $273K 0.42% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,636 shares; 2026Q1: 7,986 shares; 2026Q2: 6,279 shares 6,279 $271K 0.41% -1,707 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,383 shares; 2026Q1: 6,496 shares; 2026Q2: 5,157 shares 5,157 $268K 0.41% -1,339 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,114 shares; 2025Q4: 1,195 shares; 2026Q1: 1,184 shares; 2026Q2: 1,044 shares 1,044 $265K 0.41% -140 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,384 shares 1,384 $264K 0.4% new 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: 1,381 shares; 2024Q4: 1,376 shares; 2025Q1: not reported; 2025Q2: 723 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 665 shares; 2026Q2: 706 shares 706 $261K 0.4% +41 Timeline EFV 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: 5,852 shares; 2025Q3: 5,067 shares; 2025Q4: 5,350 shares; 2026Q1: 7,078 shares; 2026Q2: 3,381 shares 3,381 $259K 0.4% -3,697 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: 4,328 shares; 2024Q4: 4,291 shares; 2025Q1: 4,349 shares; 2025Q2: 4,170 shares; 2025Q3: 4,205 shares; 2025Q4: 1,141 shares; 2026Q1: 1,275 shares; 2026Q2: 1,056 shares 1,056 $252K 0.38% -219 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: 4,710 shares; 2024Q4: 4,900 shares; 2025Q1: 4,287 shares; 2025Q2: 4,318 shares; 2025Q3: 4,282 shares; 2025Q4: 4,188 shares; 2026Q1: 3,822 shares; 2026Q2: 3,486 shares 3,486 $248K 0.38% -336 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: 442 shares; 2024Q4: 422 shares; 2025Q1: 438 shares; 2025Q2: 437 shares; 2025Q3: 409 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 798 shares 798 $241K 0.37% new Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,015 shares; 2024Q4: 52,009 shares; 2025Q1: 26,774 shares; 2025Q2: 24,561 shares; 2025Q3: 24,412 shares; 2025Q4: 24,491 shares; 2026Q1: 18,777 shares; 2026Q2: 10,778 shares 10,778 $239K 0.36% -7,999 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,916 shares; 2024Q4: 3,916 shares; 2025Q1: 4,293 shares; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 2,584 shares; 2026Q1: 2,981 shares; 2026Q2: 2,921 shares 2,921 $234K 0.36% -60 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 7,134 shares; 2025Q4: 7,135 shares; 2026Q1: 7,135 shares; 2026Q2: 7,135 shares 7,135 $232K 0.35% 0 Timeline BBAG 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: 22,464 shares; 2024Q4: 22,318 shares; 2025Q1: 27,120 shares; 2025Q2: 42,296 shares; 2025Q3: 42,499 shares; 2025Q4: 23,238 shares; 2026Q1: 23,023 shares; 2026Q2: 5,035 shares 5,035 $231K 0.35% -17,988 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,772 shares 6,772 $229K 0.35% new 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: 1,290 shares; 2024Q4: 1,407 shares; 2025Q1: 1,544 shares; 2025Q2: 1,480 shares; 2025Q3: 1,375 shares; 2025Q4: 899 shares; 2026Q1: not reported; 2026Q2: 900 shares 900 $226K 0.35% new Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,932 shares; 2024Q4: 23,861 shares; 2025Q1: 12,543 shares; 2025Q2: 11,824 shares; 2025Q3: 11,574 shares; 2025Q4: 11,383 shares; 2026Q1: 8,353 shares; 2026Q2: 5,602 shares 5,602 $224K 0.34% -2,751 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,802 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,874 shares 1,874 $220K 0.34% new Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,171 shares 4,171 $210K 0.32% new Timeline