INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,268 shares; 2024Q4: 64,268 shares; 2025Q1: 64,268 shares; 2025Q2: 64,268 shares; 2025Q3: 64,296 shares; 2025Q4: 109,936 shares; 2026Q1: 179,525 shares; 2026Q2: 233,660 shares 233,660 $32.6M 18.42% +54,135 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: 142,685 shares; 2024Q4: 146,193 shares; 2025Q1: 161,011 shares; 2025Q2: 193,545 shares; 2025Q3: 222,953 shares; 2025Q4: 301,232 shares; 2026Q1: 326,708 shares; 2026Q2: 343,706 shares 343,706 $23.2M 13.11% +16,998 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: 158,884 shares; 2024Q4: 153,445 shares; 2025Q1: 151,764 shares; 2025Q2: 154,363 shares; 2025Q3: 156,659 shares; 2025Q4: 149,672 shares; 2026Q1: 155,353 shares; 2026Q2: 153,363 shares 153,363 $13.5M 7.61% -1,990 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: 219,976 shares; 2024Q4: 228,353 shares; 2025Q1: 233,502 shares; 2025Q2: 241,408 shares; 2025Q3: 243,902 shares; 2025Q4: 240,797 shares; 2026Q1: 249,422 shares; 2026Q2: 252,223 shares 252,223 $13.1M 7.37% +2,801 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: 225,260 shares; 2024Q4: 248,560 shares; 2025Q1: 252,227 shares; 2025Q2: 255,803 shares; 2025Q3: 248,122 shares; 2025Q4: 239,399 shares; 2026Q1: 244,233 shares; 2026Q2: 242,827 shares 242,827 $12.2M 6.91% -1,406 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: 17,044 shares; 2024Q4: 16,411 shares; 2025Q1: 16,087 shares; 2025Q2: 15,885 shares; 2025Q3: 16,205 shares; 2025Q4: 15,014 shares; 2026Q1: 14,919 shares; 2026Q2: 14,417 shares 14,417 $10.8M 6.09% -502 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,608 shares; 2024Q4: 43,781 shares; 2025Q1: 44,258 shares; 2025Q2: 47,082 shares; 2025Q3: 59,842 shares; 2025Q4: 76,341 shares; 2026Q1: 83,720 shares; 2026Q2: 89,500 shares 89,500 $8.63M 4.87% +5,780 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: 103,711 shares; 2024Q4: 103,643 shares; 2025Q1: 100,651 shares; 2025Q2: 100,794 shares; 2025Q3: 101,202 shares; 2025Q4: 99,727 shares; 2026Q1: 99,472 shares; 2026Q2: 98,580 shares 98,580 $7.02M 3.97% -892 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,762 shares; 2024Q4: 114,959 shares; 2025Q1: 116,336 shares; 2025Q2: 121,030 shares; 2025Q3: 123,513 shares; 2025Q4: 124,640 shares; 2026Q1: 129,332 shares; 2026Q2: 135,847 shares 135,847 $6.09M 3.44% +6,515 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: 17,302 shares; 2024Q4: 17,154 shares; 2025Q1: 16,909 shares; 2025Q2: 16,909 shares; 2025Q3: 17,116 shares; 2025Q4: 17,108 shares; 2026Q1: 17,087 shares; 2026Q2: 68,161 shares 68,161 $5.49M 3.1% +51,074 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,292 shares; 2024Q4: 90,637 shares; 2025Q1: 87,716 shares; 2025Q2: 92,133 shares; 2025Q3: 92,720 shares; 2025Q4: 90,754 shares; 2026Q1: 90,680 shares; 2026Q2: 88,304 shares 88,304 $5.27M 2.98% -2,376 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,798 shares; 2024Q4: 248,675 shares; 2025Q1: 257,053 shares; 2025Q2: 280,236 shares; 2025Q3: 330,896 shares; 2025Q4: 369,243 shares; 2026Q1: 392,654 shares; 2026Q2: 438,310 shares 438,310 $4.82M 2.72% +45,656 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,126 shares; 2024Q4: 198,658 shares; 2025Q1: 205,442 shares; 2025Q2: 222,018 shares; 2025Q3: 267,662 shares; 2025Q4: 276,926 shares; 2026Q1: 288,327 shares; 2026Q2: 293,821 shares 293,821 $3.95M 2.23% +5,494 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: 36,077 shares; 2024Q4: 37,634 shares; 2025Q1: 39,277 shares; 2025Q2: 45,428 shares; 2025Q3: 50,390 shares; 2025Q4: 54,514 shares; 2026Q1: 56,255 shares; 2026Q2: 56,146 shares 56,146 $3.24M 1.83% -109 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,847 shares; 2024Q4: 59,353 shares; 2025Q1: 59,434 shares; 2025Q2: 61,793 shares; 2025Q3: 65,061 shares; 2025Q4: 66,599 shares; 2026Q1: 68,287 shares; 2026Q2: 66,967 shares 66,967 $2.72M 1.54% -1,320 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,358 shares; 2024Q4: 30,177 shares; 2025Q1: 30,599 shares; 2025Q2: 31,405 shares; 2025Q3: 32,310 shares; 2025Q4: 33,399 shares; 2026Q1: 34,494 shares; 2026Q2: 34,561 shares 34,561 $2.24M 1.26% +67 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,960 shares; 2024Q4: 23,417 shares; 2025Q1: 23,499 shares; 2025Q2: 23,953 shares; 2025Q3: 24,236 shares; 2025Q4: 24,627 shares; 2026Q1: 25,215 shares; 2026Q2: 25,385 shares 25,385 $2.13M 1.2% +170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,713 shares; 2025Q4: 13,713 shares; 2026Q1: 13,713 shares; 2026Q2: 13,713 shares 13,713 $1.87M 1.06% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,466 shares; 2024Q4: 27,482 shares; 2025Q1: 26,978 shares; 2025Q2: 26,367 shares; 2025Q3: 26,461 shares; 2025Q4: 26,421 shares; 2026Q1: 26,204 shares; 2026Q2: 25,995 shares 25,995 $1.31M 0.74% -209 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: 2,313 shares; 2025Q4: 2,313 shares; 2026Q1: 2,313 shares; 2026Q2: 2,313 shares 2,313 $1.2M 0.68% 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: 10,295 shares; 2025Q4: 10,295 shares; 2026Q1: 10,295 shares; 2026Q2: 10,295 shares 10,295 $1.07M 0.6% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,027 shares; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,022 shares; 2025Q3: 7,027 shares; 2025Q4: 7,027 shares; 2026Q1: 7,027 shares; 2026Q2: 7,027 shares 7,027 $961K 0.54% 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: 3,404 shares; 2025Q3: 2,404 shares; 2025Q4: 3,309 shares; 2026Q1: 2,546 shares; 2026Q2: 2,546 shares 2,546 $942K 0.53% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,081 shares; 2024Q4: 3,035 shares; 2025Q1: 2,992 shares; 2025Q2: 2,992 shares; 2025Q3: 3,044 shares; 2025Q4: 3,035 shares; 2026Q1: 3,033 shares; 2026Q2: 3,024 shares 3,024 $917K 0.52% -9 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: 1,357 shares; 2024Q4: 1,299 shares; 2025Q1: 1,335 shares; 2025Q2: 1,401 shares; 2025Q3: 1,402 shares; 2025Q4: 2,459 shares; 2026Q1: 2,459 shares; 2026Q2: 2,451 shares 2,451 $914K 0.52% -8 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,592 shares; 2024Q4: 15,310 shares; 2025Q1: 15,280 shares; 2025Q2: 15,280 shares; 2025Q3: 15,590 shares; 2025Q4: 15,590 shares; 2026Q1: 15,590 shares; 2026Q2: 15,590 shares 15,590 $881K 0.5% 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: 11,154 shares; 2024Q4: 11,009 shares; 2025Q1: 11,009 shares; 2025Q2: 11,009 shares; 2025Q3: 10,791 shares; 2025Q4: 10,621 shares; 2026Q1: 10,621 shares; 2026Q2: 10,621 shares 10,621 $819K 0.46% 0 Timeline GDXJ 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: 55,714 shares; 2024Q4: 57,964 shares; 2025Q1: 57,246 shares; 2025Q2: 53,079 shares; 2025Q3: 27,493 shares; 2025Q4: 12,836 shares; 2026Q1: 9,441 shares; 2026Q2: 7,021 shares 7,021 $690K 0.39% -2,420 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,059 shares; 2025Q4: 4,059 shares; 2026Q1: 4,059 shares; 2026Q2: 4,059 shares 4,059 $686K 0.39% 0 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: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares; 2026Q2: 1,225 shares 1,225 $606K 0.34% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,136 shares; 2024Q4: 8,733 shares; 2025Q1: 8,733 shares; 2025Q2: 8,872 shares; 2025Q3: 8,881 shares; 2025Q4: 7,841 shares; 2026Q1: 7,841 shares; 2026Q2: 5,883 shares 5,883 $602K 0.34% -1,958 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: not reported; 2025Q2: not reported; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares; 2026Q1: 4,666 shares; 2026Q2: 4,666 shares 4,666 $591K 0.33% 0 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: 421 shares 421 $486K 0.27% new Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK 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: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $463K 0.26% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,907 shares; 2025Q1: 1,907 shares; 2025Q2: 1,907 shares; 2025Q3: 1,887 shares; 2025Q4: 1,865 shares; 2026Q1: 1,865 shares; 2026Q2: 1,865 shares 1,865 $445K 0.25% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583 shares; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 561 shares; 2026Q2: 561 shares 561 $424K 0.24% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,201 shares; 2024Q4: 8,528 shares; 2025Q1: 8,374 shares; 2025Q2: 8,135 shares; 2025Q3: 9,491 shares; 2025Q4: 8,656 shares; 2026Q1: 8,144 shares; 2026Q2: 8,039 shares 8,039 $421K 0.24% -105 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: 1,705 shares; 2024Q4: 1,685 shares; 2025Q1: 1,686 shares; 2025Q2: 1,713 shares; 2025Q3: 1,289 shares; 2025Q4: 1,283 shares; 2026Q1: 1,373 shares; 2026Q2: 1,373 shares 1,373 $397K 0.22% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,154 shares; 2026Q2: 1,154 shares 1,154 $363K 0.21% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,204 shares; 2025Q4: 9,204 shares; 2026Q1: 9,204 shares; 2026Q2: 9,204 shares 9,204 $335K 0.19% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 2,385 shares; 2025Q4: 2,385 shares; 2026Q1: 2,385 shares; 2026Q2: 2,375 shares 2,375 $322K 0.18% -10 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: 706 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 658 shares; 2026Q1: 658 shares; 2026Q2: 636 shares 636 $312K 0.18% -22 Timeline SCHF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,335 shares; 2025Q3: 11,105 shares; 2025Q4: 11,105 shares; 2026Q1: 10,812 shares; 2026Q2: 10,812 shares 10,812 $299K 0.17% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $290K 0.16% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973 shares; 2024Q4: 970 shares; 2025Q1: not reported; 2025Q2: 970 shares; 2025Q3: 963 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 957 shares 957 $288K 0.16% -3 Timeline STPZ 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: 5,499 shares; 2024Q4: 5,441 shares; 2025Q1: 5,441 shares; 2025Q2: 5,067 shares; 2025Q3: 5,129 shares; 2025Q4: 4,994 shares; 2026Q1: 4,964 shares; 2026Q2: 4,964 shares 4,964 $265K 0.15% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,853 shares; 2025Q4: 3,853 shares; 2026Q1: 3,853 shares; 2026Q2: 3,853 shares 3,853 $264K 0.15% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,565 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,565 shares; 2025Q4: 5,565 shares; 2026Q1: 5,565 shares; 2026Q2: 5,565 shares 5,565 $255K 0.14% 0 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: 2,635 shares; 2024Q4: not reported; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,353 shares; 2025Q4: 2,263 shares; 2026Q1: 2,220 shares; 2026Q2: 2,112 shares 2,112 $219K 0.12% -108 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS 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: not reported; 2026Q1: not reported; 2026Q2: 210 shares 210 $212K 0.12% new Timeline