AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505,854 shares; 2024Q4: 506,774 shares; 2025Q1: 509,560 shares; 2025Q2: 523,384 shares; 2025Q3: 527,115 shares; 2025Q4: 524,773 shares; 2026Q1: 516,417 shares; 2026Q2: 514,811 shares 514,811 $149M 8.84% -1,606 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: 398,342 shares; 2024Q4: 400,873 shares; 2025Q1: 404,522 shares; 2025Q2: 440,790 shares; 2025Q3: 446,070 shares; 2025Q4: 443,891 shares; 2026Q1: 421,743 shares; 2026Q2: 385,653 shares 385,653 $136M 8.09% -36,090 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: 722,223 shares; 2024Q4: 725,479 shares; 2025Q1: 732,482 shares; 2025Q2: 755,771 shares; 2025Q3: 757,108 shares; 2025Q4: 664,739 shares; 2026Q1: 657,502 shares; 2026Q2: 653,706 shares 653,706 $131M 7.77% -3,796 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: 355,792 shares; 2024Q4: 362,054 shares; 2025Q1: 376,269 shares; 2025Q2: 395,044 shares; 2025Q3: 403,984 shares; 2025Q4: 408,789 shares; 2026Q1: 410,972 shares; 2026Q2: 415,000 shares 415,000 $98.9M 5.87% +4,028 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: 254,719 shares; 2024Q4: 253,782 shares; 2025Q1: 254,685 shares; 2025Q2: 261,254 shares; 2025Q3: 263,387 shares; 2025Q4: 262,158 shares; 2026Q1: 260,502 shares; 2026Q2: 258,738 shares 258,738 $96.5M 5.73% -1,764 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: 68,869 shares; 2024Q4: 83,288 shares; 2025Q1: 85,768 shares; 2025Q2: 88,441 shares; 2025Q3: 90,930 shares; 2025Q4: 98,640 shares; 2026Q1: 98,929 shares; 2026Q2: 98,094 shares 98,094 $70.9M 4.21% -835 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: 215,378 shares; 2024Q4: 219,690 shares; 2025Q1: 224,873 shares; 2025Q2: 232,753 shares; 2025Q3: 236,771 shares; 2025Q4: 238,685 shares; 2026Q1: 236,895 shares; 2026Q2: 236,393 shares 236,393 $70.5M 4.18% -502 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: 61,642 shares; 2024Q4: 61,887 shares; 2025Q1: 62,171 shares; 2025Q2: 63,930 shares; 2025Q3: 64,511 shares; 2025Q4: 64,501 shares; 2026Q1: 63,594 shares; 2026Q2: 63,593 shares 63,593 $59.5M 3.53% -1 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: 295,371 shares; 2024Q4: 309,201 shares; 2025Q1: 331,234 shares; 2025Q2: 360,850 shares; 2025Q3: 375,072 shares; 2025Q4: 386,565 shares; 2026Q1: 387,501 shares; 2026Q2: 392,798 shares 392,798 $58.3M 3.46% +5,297 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: 46,716 shares; 2024Q4: 46,394 shares; 2025Q1: 46,089 shares; 2025Q2: 46,767 shares; 2025Q3: 46,921 shares; 2025Q4: 48,202 shares; 2026Q1: 47,451 shares; 2026Q2: 47,852 shares 47,852 $57.4M 3.41% +401 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: 98,668 shares; 2024Q4: 97,605 shares; 2025Q1: 97,233 shares; 2025Q2: 100,032 shares; 2025Q3: 100,838 shares; 2025Q4: 100,586 shares; 2026Q1: 99,476 shares; 2026Q2: 99,704 shares 99,704 $56.2M 3.33% +228 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: 199,146 shares; 2024Q4: 199,590 shares; 2025Q1: 194,235 shares; 2025Q2: 191,841 shares; 2025Q3: 187,958 shares; 2025Q4: 185,663 shares; 2026Q1: 159,664 shares; 2026Q2: 156,748 shares 156,748 $51.3M 3.05% -2,916 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: 166,398 shares; 2024Q4: 166,233 shares; 2025Q1: 167,981 shares; 2025Q2: 171,848 shares; 2025Q3: 174,207 shares; 2025Q4: 174,828 shares; 2026Q1: 171,979 shares; 2026Q2: 170,795 shares 170,795 $43.4M 2.58% -1,184 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: 76,056 shares; 2024Q4: 77,340 shares; 2025Q1: 78,605 shares; 2025Q2: 80,814 shares; 2025Q3: 81,973 shares; 2025Q4: 82,529 shares; 2026Q1: 81,915 shares; 2026Q2: 81,719 shares 81,719 $42M 2.49% -196 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: 265,796 shares; 2024Q4: 265,879 shares; 2025Q1: 248,891 shares; 2025Q2: 236,161 shares; 2025Q3: 225,129 shares; 2025Q4: 221,798 shares; 2026Q1: 181,370 shares; 2026Q2: 175,947 shares 175,947 $36.8M 2.18% -5,423 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: 1,763 shares; 2024Q4: 1,463 shares; 2025Q1: 1,256 shares; 2025Q2: 1,542 shares; 2025Q3: 1,496 shares; 2025Q4: 79,137 shares; 2026Q1: 86,656 shares; 2026Q2: 90,605 shares 90,605 $34.2M 2.03% +3,949 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: 220,629 shares; 2024Q4: 221,502 shares; 2025Q1: 221,194 shares; 2025Q2: 225,491 shares; 2025Q3: 227,613 shares; 2025Q4: 227,854 shares; 2026Q1: 224,234 shares; 2026Q2: 224,861 shares 224,861 $34.1M 2.02% +627 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: 2,012 shares; 2024Q4: 50,705 shares; 2025Q1: 65,156 shares; 2025Q2: 76,452 shares; 2025Q3: 82,380 shares; 2025Q4: 85,891 shares; 2026Q1: 86,926 shares; 2026Q2: 88,393 shares 88,393 $33M 1.96% +1,467 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272,717 shares; 2026Q2: 360,175 shares 360,175 $29.8M 1.77% +87,458 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: 154,316 shares; 2024Q4: 158,623 shares; 2025Q1: 162,849 shares; 2025Q2: 170,324 shares; 2025Q3: 176,017 shares; 2025Q4: 178,682 shares; 2026Q1: 178,720 shares; 2026Q2: 178,917 shares 178,917 $29.7M 1.76% +197 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: 79,155 shares; 2024Q4: 80,495 shares; 2025Q1: 82,848 shares; 2025Q2: 85,517 shares; 2025Q3: 87,307 shares; 2025Q4: 87,985 shares; 2026Q1: 77,265 shares; 2026Q2: 77,310 shares 77,310 $27.3M 1.62% +45 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: 119,636 shares; 2024Q4: 120,303 shares; 2025Q1: 116,822 shares; 2025Q2: 115,552 shares; 2025Q3: 111,689 shares; 2025Q4: 100,672 shares; 2026Q1: 73,228 shares; 2026Q2: 70,722 shares 70,722 $23.9M 1.42% -2,506 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: 66,521 shares; 2024Q4: 68,310 shares; 2025Q1: 70,887 shares; 2025Q2: 72,848 shares; 2025Q3: 74,420 shares; 2025Q4: 75,150 shares; 2026Q1: 75,318 shares; 2026Q2: 75,300 shares 75,300 $22.1M 1.31% -18 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: 110,284 shares; 2024Q4: 110,285 shares; 2025Q1: 110,723 shares; 2025Q2: 113,380 shares; 2025Q3: 114,229 shares; 2025Q4: 113,881 shares; 2026Q1: 111,540 shares; 2026Q2: 151,701 shares 151,701 $18.9M 1.12% +40,161 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,462 shares; 2024Q4: 39,643 shares; 2025Q1: 38,623 shares; 2025Q2: 38,355 shares; 2025Q3: 37,593 shares; 2025Q4: 37,387 shares; 2026Q1: 36,563 shares; 2026Q2: 46,036 shares 46,036 $18.3M 1.09% +9,473 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: 77,808 shares 77,808 $17.4M 1.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,837 shares; 2026Q2: 36,477 shares 36,477 $17.4M 1.03% +1,640 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: 42,418 shares; 2024Q4: 42,301 shares; 2025Q1: 42,148 shares; 2025Q2: 42,764 shares; 2025Q3: 43,105 shares; 2025Q4: 43,224 shares; 2026Q1: 42,573 shares; 2026Q2: 42,176 shares 42,176 $17.2M 1.02% -397 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: 77,203 shares 77,203 $17.1M 1.01% new 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: 122,228 shares; 2024Q4: 126,732 shares; 2025Q1: 141,870 shares; 2025Q2: 164,077 shares; 2025Q3: 173,632 shares; 2025Q4: 178,126 shares; 2026Q1: 180,417 shares; 2026Q2: 182,704 shares 182,704 $16.8M 0.99% +2,287 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: 169,736 shares; 2024Q4: 169,373 shares; 2025Q1: 169,957 shares; 2025Q2: 172,197 shares; 2025Q3: 172,489 shares; 2025Q4: 171,618 shares; 2026Q1: 168,652 shares; 2026Q2: 166,641 shares 166,641 $15.1M 0.9% -2,011 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: 65,158 shares; 2024Q4: 64,330 shares; 2025Q1: 63,888 shares; 2025Q2: 64,337 shares; 2025Q3: 64,731 shares; 2025Q4: 64,585 shares; 2026Q1: 62,883 shares; 2026Q2: 62,415 shares 62,415 $13.8M 0.82% -468 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: 45,889 shares; 2024Q4: 45,915 shares; 2025Q1: 46,251 shares; 2025Q2: 46,944 shares; 2025Q3: 47,302 shares; 2025Q4: 47,510 shares; 2026Q1: 46,394 shares; 2026Q2: 46,482 shares 46,482 $13M 0.77% +88 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,884 shares; 2024Q4: 314,127 shares; 2025Q1: 330,664 shares; 2025Q2: 355,336 shares; 2025Q3: 365,616 shares; 2025Q4: 369,148 shares; 2026Q1: 369,168 shares; 2026Q2: 370,917 shares 370,917 $12.6M 0.75% +1,749 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: 2,909 shares; 2024Q4: 2,619 shares; 2025Q1: 3,115 shares; 2025Q2: 3,257 shares; 2025Q3: 3,165 shares; 2025Q4: 3,140 shares; 2026Q1: 3,195 shares; 2026Q2: 26,852 shares 26,852 $11.3M 0.67% +23,657 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,263 shares; 2025Q3: 113,262 shares; 2025Q4: 120,398 shares; 2026Q1: 121,287 shares; 2026Q2: 123,225 shares 123,225 $8.89M 0.53% +1,938 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,329 shares; 2024Q4: 10,713 shares; 2025Q1: 11,048 shares; 2025Q2: 11,425 shares; 2025Q3: 11,837 shares; 2025Q4: 118,783 shares; 2026Q1: 119,957 shares; 2026Q2: 121,145 shares 121,145 $8.65M 0.51% +1,188 Timeline MSCI MSCI INC More: the full row for MSCI 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: 11,920 shares; 2026Q1: 13,324 shares; 2026Q2: 13,685 shares 13,685 $7.66M 0.46% +361 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: 4,359 shares; 2024Q4: 4,370 shares; 2025Q1: 3,563 shares; 2025Q2: 4,325 shares; 2025Q3: 4,421 shares; 2025Q4: 4,506 shares; 2026Q1: 4,577 shares; 2026Q2: 9,578 shares 9,578 $7.15M 0.42% +5,001 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: 83,527 shares; 2024Q4: 88,462 shares; 2025Q1: 95,884 shares; 2025Q2: 97,294 shares; 2025Q3: 104,403 shares; 2025Q4: 106,384 shares; 2026Q1: 110,606 shares; 2026Q2: 114,614 shares 114,614 $5.21M 0.31% +4,008 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,749 shares; 2026Q1: 38,086 shares; 2026Q2: 43,108 shares 43,108 $3.79M 0.22% +5,022 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,061 shares; 2024Q4: 84,842 shares; 2025Q1: 85,918 shares; 2025Q2: 87,552 shares; 2025Q3: 88,717 shares; 2025Q4: 88,549 shares; 2026Q1: 86,885 shares; 2026Q2: 51,995 shares 51,995 $3.74M 0.22% -34,890 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: 14,258 shares; 2026Q1: 11,662 shares; 2026Q2: 11,897 shares 11,897 $3.04M 0.18% +235 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: 9,688 shares; 2024Q4: 9,255 shares; 2025Q1: 9,913 shares; 2025Q2: 9,867 shares; 2025Q3: 10,012 shares; 2025Q4: 9,833 shares; 2026Q1: 8,846 shares; 2026Q2: 8,082 shares 8,082 $2.89M 0.17% -764 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: 7,026 shares; 2024Q4: 6,046 shares; 2025Q1: 5,702 shares; 2025Q2: 6,041 shares; 2025Q3: 6,023 shares; 2025Q4: 5,514 shares; 2026Q1: 5,425 shares; 2026Q2: 5,400 shares 5,400 $2.7M 0.16% -25 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: 26,127 shares; 2024Q4: 24,587 shares; 2025Q1: 25,553 shares; 2025Q2: 25,306 shares; 2025Q3: 25,446 shares; 2025Q4: 25,371 shares; 2026Q1: 25,581 shares; 2026Q2: 25,339 shares 25,339 $2.63M 0.16% -242 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: 3,492 shares; 2024Q4: 3,254 shares; 2025Q1: 3,711 shares; 2025Q2: 3,483 shares; 2025Q3: 3,494 shares; 2025Q4: 3,463 shares; 2026Q1: 3,188 shares; 2026Q2: 3,298 shares 3,298 $2.47M 0.15% +110 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: 42,065 shares; 2024Q4: 39,917 shares; 2025Q1: 33,219 shares; 2025Q2: 36,420 shares; 2025Q3: 33,577 shares; 2025Q4: 32,795 shares; 2026Q1: 31,690 shares; 2026Q2: 29,924 shares 29,924 $2.31M 0.14% -1,766 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: 15,179 shares; 2024Q4: 15,237 shares; 2025Q1: 15,406 shares; 2025Q2: 14,367 shares; 2025Q3: 13,589 shares; 2025Q4: 14,167 shares; 2026Q1: 15,830 shares; 2026Q2: 15,818 shares 15,818 $2.16M 0.13% -12 Timeline JPST 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: 25,524 shares; 2024Q4: 26,072 shares; 2025Q1: 32,059 shares; 2025Q2: 29,491 shares; 2025Q3: 31,792 shares; 2025Q4: 33,146 shares; 2026Q1: 34,787 shares; 2026Q2: 35,614 shares 35,614 $1.8M 0.11% +827 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: 1,305 shares; 2024Q4: 2,340 shares; 2025Q1: 2,300 shares; 2025Q2: 2,231 shares; 2025Q3: 1,980 shares; 2025Q4: 2,234 shares; 2026Q1: 2,224 shares; 2026Q2: 2,268 shares 2,268 $1.56M 0.09% +44 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,205 shares 1,205 $1.39M 0.08% new 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: 1,820 shares; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,285 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares; 2026Q1: 1,871 shares; 2026Q2: 1,845 shares 1,845 $1.36M 0.08% -26 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: 753 shares; 2024Q4: 709 shares; 2025Q1: 881 shares; 2025Q2: 743 shares; 2025Q3: 765 shares; 2025Q4: 816 shares; 2026Q1: 1,206 shares; 2026Q2: 1,206 shares 1,206 $1.28M 0.08% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,718 shares; 2024Q4: 5,793 shares; 2025Q1: 8,329 shares; 2025Q2: 13,993 shares; 2025Q3: 16,356 shares; 2025Q4: 15,348 shares; 2026Q1: 14,686 shares; 2026Q2: 12,924 shares 12,924 $1.23M 0.07% -1,762 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: 3,597 shares; 2024Q4: 3,299 shares; 2025Q1: 3,093 shares; 2025Q2: 3,083 shares; 2025Q3: 3,205 shares; 2025Q4: 3,181 shares; 2026Q1: 4,219 shares; 2026Q2: 4,219 shares 4,219 $1.19M 0.07% 0 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: 4,914 shares; 2024Q4: 4,962 shares; 2025Q1: 5,022 shares; 2025Q2: 4,958 shares; 2025Q3: 4,911 shares; 2025Q4: 4,748 shares; 2026Q1: 4,623 shares; 2026Q2: 4,921 shares 4,921 $1.16M 0.07% +298 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: 13,338 shares; 2024Q4: 12,278 shares; 2025Q1: 11,788 shares; 2025Q2: 10,961 shares; 2025Q3: 9,219 shares; 2025Q4: 9,208 shares; 2026Q1: 8,418 shares; 2026Q2: 7,127 shares 7,127 $1.05M 0.06% -1,291 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: 14,212 shares; 2024Q4: 13,593 shares; 2025Q1: 12,252 shares; 2025Q2: 10,339 shares; 2025Q3: 8,864 shares; 2025Q4: 9,218 shares; 2026Q1: 8,393 shares; 2026Q2: 7,566 shares 7,566 $972K 0.06% -827 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: 1,840 shares; 2024Q4: 2,337 shares; 2025Q1: 3,429 shares; 2025Q2: 3,922 shares; 2025Q3: 3,922 shares; 2025Q4: 3,891 shares; 2026Q1: 3,801 shares; 2026Q2: 3,813 shares 3,813 $960K 0.06% +12 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: 6,383 shares; 2024Q4: 6,882 shares; 2025Q1: 5,862 shares; 2025Q2: 5,249 shares; 2025Q3: 4,225 shares; 2025Q4: 3,873 shares; 2026Q1: 3,818 shares; 2026Q2: 3,834 shares 3,834 $944K 0.06% +16 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: 3,874 shares; 2024Q4: 3,750 shares; 2025Q1: 3,792 shares; 2025Q2: 3,653 shares; 2025Q3: 3,508 shares; 2025Q4: 3,505 shares; 2026Q1: 3,390 shares; 2026Q2: 3,371 shares 3,371 $917K 0.05% -19 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: 1,627 shares; 2024Q4: 1,622 shares; 2025Q1: 3,532 shares; 2025Q2: 3,369 shares; 2025Q3: 3,249 shares; 2025Q4: 3,110 shares; 2026Q1: 2,983 shares; 2026Q2: 3,350 shares 3,350 $906K 0.05% +367 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: 11,814 shares; 2024Q4: 11,984 shares; 2025Q1: 10,730 shares; 2025Q2: 8,834 shares; 2025Q3: 8,754 shares; 2025Q4: 9,116 shares; 2026Q1: 8,551 shares; 2026Q2: 7,345 shares 7,345 $863K 0.05% -1,206 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.04% 0 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: 2,408 shares; 2024Q4: 2,286 shares; 2025Q1: 2,266 shares; 2025Q2: 2,152 shares; 2025Q3: 2,138 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares; 2026Q2: 2,053 shares 2,053 $707K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,083 shares; 2024Q4: 1,490 shares; 2025Q1: 1,938 shares; 2025Q2: 1,774 shares; 2025Q3: 1,743 shares; 2025Q4: 2,144 shares; 2026Q1: 2,109 shares; 2026Q2: 1,913 shares 1,913 $656K 0.04% -196 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: 3,485 shares; 2024Q4: 3,560 shares; 2025Q1: 3,596 shares; 2025Q2: 2,646 shares; 2025Q3: 2,555 shares; 2025Q4: 2,656 shares; 2026Q1: 2,137 shares; 2026Q2: 3,365 shares 3,365 $622K 0.04% +1,228 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: 357 shares; 2025Q4: 356 shares; 2026Q1: 398 shares; 2026Q2: 509 shares 509 $598K 0.04% +111 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: 1,363 shares; 2024Q4: 1,345 shares; 2025Q1: 1,475 shares; 2025Q2: 1,228 shares; 2025Q3: 1,556 shares; 2025Q4: 1,863 shares; 2026Q1: 1,698 shares; 2026Q2: 1,607 shares 1,607 $595K 0.04% -91 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: 19,712 shares; 2024Q4: 16,515 shares; 2025Q1: 11,285 shares; 2025Q2: 8,038 shares; 2025Q3: 6,190 shares; 2025Q4: 5,434 shares; 2026Q1: 3,330 shares; 2026Q2: 3,032 shares 3,032 $578K 0.03% -298 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: 8,946 shares; 2024Q4: 9,051 shares; 2025Q1: 7,864 shares; 2025Q2: 9,061 shares; 2025Q3: 9,378 shares; 2025Q4: 8,686 shares; 2026Q1: 7,402 shares; 2026Q2: 7,077 shares 7,077 $575K 0.03% -325 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: 10,245 shares; 2024Q4: 10,519 shares; 2025Q1: 8,492 shares; 2025Q2: 7,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,762 shares; 2026Q1: 6,691 shares; 2026Q2: 6,469 shares 6,469 $568K 0.03% -222 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: 4,493 shares; 2024Q4: 5,108 shares; 2025Q1: 4,986 shares; 2025Q2: 5,052 shares; 2025Q3: 5,132 shares; 2025Q4: 3,767 shares; 2026Q1: 3,913 shares; 2026Q2: 3,863 shares 3,863 $566K 0.03% -50 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,182 shares; 2024Q4: 2,156 shares; 2025Q1: 2,152 shares; 2025Q2: 2,152 shares; 2025Q3: 2,102 shares; 2025Q4: 2,057 shares; 2026Q1: 1,225 shares; 2026Q2: 1,225 shares 1,225 $555K 0.03% 0 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: 3,995 shares; 2024Q4: 3,995 shares; 2025Q1: 3,995 shares; 2025Q2: 3,695 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,695 shares; 2026Q2: 3,695 shares 3,695 $505K 0.03% 0 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,316 shares; 2024Q4: 35,932 shares; 2025Q1: 39,563 shares; 2025Q2: 40,895 shares; 2025Q3: 34,911 shares; 2025Q4: 18,523 shares; 2026Q1: 13,927 shares; 2026Q2: 9,989 shares 9,989 $500K 0.03% -3,938 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 3,070 shares; 2026Q1: 2,313 shares; 2026Q2: 2,313 shares 2,313 $490K 0.03% 0 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: 1,200 shares; 2024Q4: 1,518 shares; 2025Q1: 1,518 shares; 2025Q2: 1,518 shares; 2025Q3: 1,289 shares; 2025Q4: 1,262 shares; 2026Q1: 1,187 shares; 2026Q2: 1,187 shares 1,187 $486K 0.03% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 706 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 721 shares; 2026Q2: 5,443 shares 5,443 $469K 0.03% +4,722 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 482 shares 482 $465K 0.03% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,633 shares; 2024Q4: 3,575 shares; 2025Q1: 3,852 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 4,980 shares; 2026Q2: 4,980 shares 4,980 $450K 0.03% 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: 6,337 shares; 2024Q4: 6,356 shares; 2025Q1: 6,473 shares; 2025Q2: 6,707 shares; 2025Q3: 3,989 shares; 2025Q4: 3,616 shares; 2026Q1: 3,205 shares; 2026Q2: 3,908 shares 3,908 $443K 0.03% +703 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: 7,526 shares; 2024Q4: 7,639 shares; 2025Q1: 7,580 shares; 2025Q2: 6,500 shares; 2025Q3: 6,442 shares; 2025Q4: 10,742 shares; 2026Q1: 10,573 shares; 2026Q2: 9,546 shares 9,546 $433K 0.03% -1,027 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: not reported; 2024Q4: 1,913 shares; 2025Q1: 2,318 shares; 2025Q2: 1,703 shares; 2025Q3: 1,720 shares; 2025Q4: 1,783 shares; 2026Q1: 1,783 shares; 2026Q2: 1,912 shares 1,912 $426K 0.03% +129 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: 2,696 shares; 2024Q4: 2,400 shares; 2025Q1: 2,361 shares; 2025Q2: 2,357 shares; 2025Q3: 2,296 shares; 2025Q4: 2,264 shares; 2026Q1: 1,851 shares; 2026Q2: 1,843 shares 1,843 $413K 0.02% -8 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,696 shares; 2025Q1: 1,693 shares; 2025Q2: 1,693 shares; 2025Q3: 2,705 shares; 2025Q4: 2,754 shares; 2026Q1: 2,297 shares; 2026Q2: 2,216 shares 2,216 $401K 0.02% -81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,367 shares; 2026Q1: 3,367 shares; 2026Q2: 3,347 shares 3,347 $391K 0.02% -20 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: 22,486 shares; 2024Q4: 16,678 shares; 2025Q1: 10,738 shares; 2025Q2: 6,871 shares; 2025Q3: 6,061 shares; 2025Q4: 4,840 shares; 2026Q1: 3,090 shares; 2026Q2: 2,849 shares 2,849 $386K 0.02% -241 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,776 shares; 2024Q4: 11,423 shares; 2025Q1: 9,755 shares; 2025Q2: 10,031 shares; 2025Q3: 8,971 shares; 2025Q4: 7,038 shares; 2026Q1: 6,558 shares; 2026Q2: 5,047 shares 5,047 $384K 0.02% -1,511 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 1,103 shares; 2025Q2: 753 shares; 2025Q3: 750 shares; 2025Q4: 753 shares; 2026Q1: 753 shares; 2026Q2: 753 shares 753 $373K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 634 shares 634 $368K 0.02% new 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: 778 shares; 2024Q4: 863 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares; 2025Q4: 2,004 shares; 2026Q1: 1,917 shares; 2026Q2: 1,619 shares 1,619 $357K 0.02% -298 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,686 shares; 2024Q4: 6,124 shares; 2025Q1: 4,697 shares; 2025Q2: 4,617 shares; 2025Q3: 5,320 shares; 2025Q4: 3,787 shares; 2026Q1: 3,597 shares; 2026Q2: 3,263 shares 3,263 $351K 0.02% -334 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,666 shares; 2024Q4: 67,732 shares; 2025Q1: 68,861 shares; 2025Q2: 66,413 shares; 2025Q3: 1,561 shares; 2025Q4: 1,270 shares; 2026Q1: 791 shares; 2026Q2: 821 shares 821 $341K 0.02% +30 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: 762 shares; 2025Q2: 756 shares; 2025Q3: 746 shares; 2025Q4: 734 shares; 2026Q1: 724 shares; 2026Q2: 681 shares 681 $334K 0.02% -43 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,667 shares; 2025Q1: 6,667 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 6,667 shares; 2026Q1: 6,667 shares; 2026Q2: 6,667 shares 6,667 $324K 0.02% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,316 shares; 2024Q4: 6,316 shares; 2025Q1: 6,318 shares; 2025Q2: 6,316 shares; 2025Q3: 6,449 shares; 2025Q4: 6,316 shares; 2026Q1: 6,316 shares; 2026Q2: 6,316 shares 6,316 $316K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,672 shares; 2025Q3: not reported; 2025Q4: 3,025 shares; 2026Q1: 3,081 shares; 2026Q2: 3,244 shares 3,244 $313K 0.02% +163 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: 19,547 shares; 2024Q4: 61,701 shares; 2025Q1: 67,386 shares; 2025Q2: 65,950 shares; 2025Q3: 61,179 shares; 2025Q4: 18,863 shares; 2026Q1: 15,422 shares; 2026Q2: 9,850 shares 9,850 $312K 0.02% -5,572 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: 14,732 shares; 2024Q4: 12,789 shares; 2025Q1: 12,687 shares; 2025Q2: 10,295 shares; 2025Q3: 8,736 shares; 2025Q4: 8,829 shares; 2026Q1: 7,561 shares; 2026Q2: 7,312 shares 7,312 $310K 0.02% -249 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: 2,546 shares; 2025Q2: not reported; 2025Q3: 1,816 shares; 2025Q4: 1,848 shares; 2026Q1: 1,832 shares; 2026Q2: 2,129 shares 2,129 $293K 0.02% +297 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,028 shares; 2024Q4: 14,028 shares; 2025Q1: 14,028 shares; 2025Q2: 14,028 shares; 2025Q3: 14,028 shares; 2025Q4: 13,813 shares; 2026Q1: 13,213 shares; 2026Q2: 6,000 shares 6,000 $276K 0.02% -7,213 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,293 shares; 2024Q4: 1,293 shares; 2025Q1: 3,903 shares; 2025Q2: 3,543 shares; 2025Q3: 1,277 shares; 2025Q4: 1,295 shares; 2026Q1: 1,237 shares; 2026Q2: 1,227 shares 1,227 $269K 0.02% -10 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 573 shares; 2025Q2: 568 shares; 2025Q3: 529 shares; 2025Q4: 533 shares; 2026Q1: 469 shares; 2026Q2: 469 shares 469 $247K 0.01% 0 Timeline IWD 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: 1,018 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018 $247K 0.01% 0 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: 3,565 shares; 2024Q4: 3,180 shares; 2025Q1: 3,015 shares; 2025Q2: 4,667 shares; 2025Q3: 4,284 shares; 2025Q4: 4,607 shares; 2026Q1: 4,116 shares; 2026Q2: 3,149 shares 3,149 $246K 0.01% -967 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: 646 shares; 2024Q4: 614 shares; 2025Q1: 561 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 480 shares 480 $241K 0.01% -74 Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 630 shares 630 $235K 0.01% new 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: 2,310 shares; 2024Q4: 2,175 shares; 2025Q1: 2,013 shares; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares; 2025Q4: 1,918 shares; 2026Q1: 1,769 shares; 2026Q2: 1,733 shares 1,733 $235K 0.01% -36 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: 6,738 shares; 2024Q4: 7,668 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,578 shares; 2026Q1: 3,403 shares; 2026Q2: 3,272 shares 3,272 $233K 0.01% -131 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: 906 shares; 2024Q4: not reported; 2025Q1: 1,174 shares; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 709 shares; 2026Q1: 699 shares; 2026Q2: 734 shares 734 $231K 0.01% +35 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: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,292 shares; 2026Q1: 1,147 shares; 2026Q2: 1,132 shares 1,132 $227K 0.01% -15 Timeline PRFZ 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: 4,025 shares 4,025 $224K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 978 shares 978 $222K 0.01% new Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,515 shares 2,515 $221K 0.01% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,716 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,616 shares 2,616 $219K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,995 shares; 2024Q4: 1,801 shares; 2025Q1: 1,432 shares; 2025Q2: 1,031 shares; 2025Q3: 931 shares; 2025Q4: 870 shares; 2026Q1: 640 shares; 2026Q2: 640 shares 640 $217K 0.01% 0 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: 460 shares; 2025Q2: 427 shares; 2025Q3: 425 shares; 2025Q4: not reported; 2026Q1: 411 shares; 2026Q2: 411 shares 411 $213K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 679 shares; 2025Q1: 643 shares; 2025Q2: 672 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: not reported; 2026Q2: 400 shares 400 $209K 0.01% new Timeline RPG 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: 3,265 shares 3,265 $208K 0.01% new 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: 2,010 shares; 2025Q3: 1,835 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,663 shares 1,663 $207K 0.01% new 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: 7,265 shares; 2024Q4: 7,249 shares; 2025Q1: 6,168 shares; 2025Q2: 5,474 shares; 2025Q3: 4,920 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,001 shares 2,001 $204K 0.01% new 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: not reported; 2024Q4: 611 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 470 shares 470 $200K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,433 shares 1,433 $200K 0.01% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,445 shares; 2025Q3: 11,445 shares; 2025Q4: 11,988 shares; 2026Q1: 11,445 shares; 2026Q2: 11,445 shares 11,445 $198K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,550 shares; 2024Q4: 13,550 shares; 2025Q1: 14,358 shares; 2025Q2: 13,850 shares; 2025Q3: 13,850 shares; 2025Q4: 14,978 shares; 2026Q1: 11,400 shares; 2026Q2: 10,750 shares 10,750 $149K 0.01% -650 Timeline