MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,215 shares; 2024Q4: 141,099 shares; 2025Q1: 143,085 shares; 2025Q2: 142,135 shares; 2025Q3: 141,930 shares; 2025Q4: 142,717 shares; 2026Q1: 171,359 shares; 2026Q2: 172,878 shares 172,878 $64.5M 5.24% +1,519 Timeline MAVF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422,381 shares; 2025Q2: 412,454 shares; 2025Q3: 414,268 shares; 2025Q4: 414,930 shares; 2026Q1: 410,346 shares; 2026Q2: 400,490 shares 400,490 $54.2M 4.41% -9,856 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: 163,875 shares; 2024Q4: 162,225 shares; 2025Q1: 159,189 shares; 2025Q2: 163,345 shares; 2025Q3: 160,604 shares; 2025Q4: 157,612 shares; 2026Q1: 143,865 shares; 2026Q2: 135,829 shares 135,829 $48M 3.9% -8,036 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: 175,392 shares; 2024Q4: 168,547 shares; 2025Q1: 168,140 shares; 2025Q2: 190,265 shares; 2025Q3: 190,412 shares; 2025Q4: 191,080 shares; 2026Q1: 191,401 shares; 2026Q2: 188,868 shares 188,868 $46.5M 3.78% -2,533 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: 167,660 shares; 2024Q4: 174,254 shares; 2025Q1: 190,697 shares; 2025Q2: 207,733 shares; 2025Q3: 217,037 shares; 2025Q4: 217,557 shares; 2026Q1: 287,239 shares; 2026Q2: 243,892 shares 243,892 $45.1M 3.66% -43,347 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: 140,607 shares; 2024Q4: 142,768 shares; 2025Q1: 142,117 shares; 2025Q2: 148,576 shares; 2025Q3: 148,549 shares; 2025Q4: 146,802 shares; 2026Q1: 153,271 shares; 2026Q2: 152,173 shares 152,173 $44M 3.58% -1,098 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: 166,791 shares; 2024Q4: 161,806 shares; 2025Q1: 144,561 shares; 2025Q2: 139,183 shares; 2025Q3: 138,783 shares; 2025Q4: 136,135 shares; 2026Q1: 134,535 shares; 2026Q2: 132,893 shares 132,893 $43.5M 3.54% -1,642 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: 301,627 shares; 2024Q4: 280,424 shares; 2025Q1: 260,351 shares; 2025Q2: 269,515 shares; 2025Q3: 268,428 shares; 2025Q4: 260,503 shares; 2026Q1: 238,060 shares; 2026Q2: 208,042 shares 208,042 $43.5M 3.54% -30,018 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625,030 shares; 2024Q4: 621,618 shares; 2025Q1: 662,406 shares; 2025Q2: 713,934 shares; 2025Q3: 715,764 shares; 2025Q4: 709,254 shares; 2026Q1: 709,170 shares; 2026Q2: 701,703 shares 701,703 $42.4M 3.45% -7,467 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,449 shares; 2024Q4: 93,022 shares; 2025Q1: 97,314 shares; 2025Q2: 101,598 shares; 2025Q3: 106,231 shares; 2025Q4: 103,549 shares; 2026Q1: 99,810 shares; 2026Q2: 102,817 shares 102,817 $37.2M 3.03% +3,007 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: 31,497 shares; 2024Q4: 64,477 shares; 2025Q1: 138,122 shares; 2025Q2: 220,465 shares; 2025Q3: 196,977 shares; 2025Q4: 204,668 shares; 2026Q1: 241,281 shares; 2026Q2: 268,055 shares 268,055 $36.3M 2.95% +26,774 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,071 shares; 2025Q3: 72,513 shares; 2025Q4: 71,798 shares; 2026Q1: 58,533 shares; 2026Q2: 48,044 shares 48,044 $34.7M 2.82% -10,489 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: 308,366 shares; 2024Q4: 323,955 shares; 2025Q1: 362,252 shares; 2025Q2: 369,181 shares; 2025Q3: 370,609 shares; 2025Q4: 369,541 shares; 2026Q1: 375,696 shares; 2026Q2: 433,672 shares 433,672 $33.9M 2.76% +57,976 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: 121,287 shares; 2024Q4: 120,742 shares; 2025Q1: 119,490 shares; 2025Q2: 126,032 shares; 2025Q3: 125,844 shares; 2025Q4: 125,319 shares; 2026Q1: 135,469 shares; 2026Q2: 133,816 shares 133,816 $31.9M 2.59% -1,653 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,390 shares; 2025Q2: 66,772 shares; 2025Q3: 66,890 shares; 2025Q4: 112,991 shares; 2026Q1: 112,868 shares; 2026Q2: 107,043 shares 107,043 $31.3M 2.55% -5,825 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: 87,403 shares; 2024Q4: 87,455 shares; 2025Q1: 94,988 shares; 2025Q2: 101,233 shares; 2025Q3: 102,326 shares; 2025Q4: 133,884 shares; 2026Q1: 138,263 shares; 2026Q2: 98,361 shares 98,361 $29.3M 2.38% -39,902 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,827 shares; 2024Q4: 167,977 shares; 2025Q1: 197,054 shares; 2025Q2: 199,766 shares; 2025Q3: 362,906 shares; 2025Q4: 372,014 shares; 2026Q1: 375,168 shares; 2026Q2: 495,030 shares 495,030 $28.3M 2.3% +119,862 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514,356 shares; 2024Q4: 489,288 shares; 2025Q1: 402,272 shares; 2025Q2: 287,266 shares; 2025Q3: 268,595 shares; 2025Q4: 261,427 shares; 2026Q1: 244,520 shares; 2026Q2: 174,849 shares 174,849 $25.3M 2.06% -69,671 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 730,834 shares; 2024Q4: 726,705 shares; 2025Q1: 728,041 shares; 2025Q2: 822,810 shares; 2025Q3: 846,697 shares; 2025Q4: 600,301 shares; 2026Q1: 903,971 shares; 2026Q2: 991,213 shares 991,213 $24.3M 1.98% +87,242 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: 46,001 shares; 2024Q4: 45,568 shares; 2025Q1: 46,771 shares; 2025Q2: 47,617 shares; 2025Q3: 48,054 shares; 2025Q4: 50,466 shares; 2026Q1: 51,622 shares; 2026Q2: 64,544 shares 64,544 $22.8M 1.85% +12,922 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: 209,955 shares; 2024Q4: 206,469 shares; 2025Q1: 162,861 shares; 2025Q2: 204,713 shares; 2025Q3: 222,347 shares; 2025Q4: 226,198 shares; 2026Q1: 222,580 shares; 2026Q2: 220,391 shares 220,391 $22.5M 1.83% -2,189 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: 36,108 shares; 2024Q4: 34,316 shares; 2025Q1: 30,429 shares; 2025Q2: 28,974 shares; 2025Q3: 28,673 shares; 2025Q4: 27,996 shares; 2026Q1: 25,361 shares; 2026Q2: 22,185 shares 22,185 $22.4M 1.82% -3,176 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: 19,317 shares; 2024Q4: 20,109 shares; 2025Q1: 22,355 shares; 2025Q2: 24,444 shares; 2025Q3: 27,302 shares; 2025Q4: 28,186 shares; 2026Q1: 30,455 shares; 2026Q2: 31,620 shares 31,620 $21.7M 1.77% +1,165 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: 2,183 shares; 2024Q4: 2,185 shares; 2025Q1: 2,495 shares; 2025Q2: 2,405 shares; 2025Q3: 2,199 shares; 2025Q4: 2,194 shares; 2026Q1: 50,911 shares; 2026Q2: 146,510 shares 146,510 $21.5M 1.75% +95,599 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: 40,489 shares; 2024Q4: 37,968 shares; 2025Q1: 29,531 shares; 2025Q2: 28,206 shares; 2025Q3: 28,134 shares; 2025Q4: 32,186 shares; 2026Q1: 32,939 shares; 2026Q2: 37,665 shares 37,665 $21.2M 1.73% +4,726 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: 229,980 shares; 2024Q4: 229,614 shares; 2025Q1: 229,597 shares; 2025Q2: 190,857 shares; 2025Q3: 191,116 shares; 2025Q4: 185,281 shares; 2026Q1: 148,772 shares; 2026Q2: 154,488 shares 154,488 $21.1M 1.72% +5,716 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: 230,026 shares; 2024Q4: 232,315 shares; 2025Q1: 254,623 shares; 2025Q2: 266,053 shares; 2025Q3: 271,710 shares; 2025Q4: 267,857 shares; 2026Q1: 264,712 shares; 2026Q2: 237,489 shares 237,489 $20.8M 1.69% -27,223 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: 180,407 shares; 2024Q4: 207,181 shares; 2025Q1: 210,131 shares; 2025Q2: 208,795 shares; 2025Q3: 220,304 shares; 2025Q4: 234,854 shares; 2026Q1: 260,896 shares; 2026Q2: 280,863 shares 280,863 $20M 1.63% +19,967 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,870 shares; 2024Q4: 86,822 shares; 2025Q1: 86,827 shares; 2025Q2: 86,836 shares; 2025Q3: 87,269 shares; 2025Q4: 86,333 shares; 2026Q1: 78,775 shares; 2026Q2: 78,790 shares 78,790 $18.8M 1.52% +15 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,435 shares; 2024Q4: 226,756 shares; 2025Q1: 221,785 shares; 2025Q2: 219,799 shares; 2025Q3: 218,757 shares; 2025Q4: 216,756 shares; 2026Q1: 216,482 shares; 2026Q2: 218,006 shares 218,006 $18M 1.46% +1,524 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: 14,390 shares; 2024Q4: 14,381 shares; 2025Q1: 39,070 shares; 2025Q2: 60,276 shares; 2025Q3: 60,625 shares; 2025Q4: 65,036 shares; 2026Q1: 65,069 shares; 2026Q2: 79,680 shares 79,680 $17.6M 1.43% +14,611 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,726 shares; 2024Q4: 69,204 shares; 2025Q1: 77,860 shares; 2025Q2: 86,061 shares; 2025Q3: 89,436 shares; 2025Q4: 98,624 shares; 2026Q1: 104,118 shares; 2026Q2: 110,817 shares 110,817 $17.5M 1.42% +6,699 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 526 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,990 shares; 2025Q4: 33,077 shares; 2026Q1: 33,055 shares; 2026Q2: 33,411 shares 33,411 $17M 1.38% +356 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,749 shares; 2024Q4: 92,655 shares; 2025Q1: 88,985 shares; 2025Q2: 77,962 shares; 2025Q3: 47,546 shares; 2025Q4: 46,558 shares; 2026Q1: 32,664 shares; 2026Q2: 75,939 shares 75,939 $15.3M 1.24% +43,275 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,175 shares; 2025Q2: 158,229 shares; 2025Q3: 177,721 shares; 2025Q4: 143,580 shares; 2026Q1: 143,783 shares; 2026Q2: 114,213 shares 114,213 $14.9M 1.21% -29,570 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: 19,753 shares; 2024Q4: 19,456 shares; 2025Q1: 15,712 shares; 2025Q2: 21,377 shares; 2025Q3: 21,511 shares; 2025Q4: 21,341 shares; 2026Q1: 22,547 shares; 2026Q2: 27,668 shares 27,668 $13.9M 1.13% +5,121 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,412 shares; 2024Q4: 20,107 shares; 2025Q1: 20,850 shares; 2025Q2: 22,995 shares; 2025Q3: 23,358 shares; 2025Q4: 24,187 shares; 2026Q1: 26,756 shares; 2026Q2: 106,505 shares 106,505 $13.2M 1.08% +79,749 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,591 shares; 2026Q2: 56,001 shares 56,001 $12.5M 1.02% +42,410 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,308 shares; 2024Q4: 214,063 shares; 2025Q1: 225,281 shares; 2025Q2: 242,629 shares; 2025Q3: 251,490 shares; 2025Q4: 267,919 shares; 2026Q1: 267,229 shares; 2026Q2: 262,618 shares 262,618 $11.3M 0.92% -4,611 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS 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: 38,878 shares; 2025Q4: 45,412 shares; 2026Q1: 46,280 shares; 2026Q2: 74,277 shares 74,277 $10.3M 0.84% +27,997 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: 36,016 shares; 2024Q4: 42,211 shares; 2025Q1: 48,668 shares; 2025Q2: 54,818 shares; 2025Q3: 57,706 shares; 2025Q4: 62,874 shares; 2026Q1: 67,969 shares; 2026Q2: 69,439 shares 69,439 $10.3M 0.84% +1,470 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: 101,261 shares; 2024Q4: 104,029 shares; 2025Q1: 39,119 shares; 2025Q2: 38,511 shares; 2025Q3: 38,813 shares; 2025Q4: 38,285 shares; 2026Q1: 39,175 shares; 2026Q2: 39,070 shares 39,070 $9.83M 0.8% -105 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,752 shares; 2026Q2: 223,565 shares 223,565 $9.18M 0.75% +90,813 Timeline VTV 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: 3,877 shares; 2024Q4: 5,486 shares; 2025Q1: 9,494 shares; 2025Q2: 14,272 shares; 2025Q3: 20,847 shares; 2025Q4: 26,279 shares; 2026Q1: 29,464 shares; 2026Q2: 33,804 shares 33,804 $7.37M 0.6% +4,340 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,939 shares; 2024Q4: 54,406 shares; 2025Q1: 57,382 shares; 2025Q2: 57,927 shares; 2025Q3: 58,017 shares; 2025Q4: 58,927 shares; 2026Q1: 59,571 shares; 2026Q2: 59,093 shares 59,093 $6.52M 0.53% -478 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: 2,774 shares; 2024Q4: 12,567 shares; 2025Q1: 11,591 shares; 2025Q2: 11,591 shares; 2025Q3: 11,601 shares; 2025Q4: 11,595 shares; 2026Q1: 11,595 shares; 2026Q2: 11,645 shares 11,645 $5.83M 0.47% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,262 shares 47,262 $4.29M 0.35% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,514 shares; 2024Q4: 6,566 shares; 2025Q1: 6,469 shares; 2025Q2: 6,200 shares; 2025Q3: 5,977 shares; 2025Q4: 6,116 shares; 2026Q1: 5,979 shares; 2026Q2: 5,926 shares 5,926 $4.17M 0.34% -53 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: 59,381 shares; 2024Q4: 60,480 shares; 2025Q1: 62,124 shares; 2025Q2: 64,641 shares; 2025Q3: 76,275 shares; 2025Q4: 74,722 shares; 2026Q1: 76,249 shares; 2026Q2: 76,038 shares 76,038 $3.81M 0.31% -211 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: 1,074 shares; 2024Q4: 1,077 shares; 2025Q1: 1,080 shares; 2025Q2: 1,084 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,094 shares; 2026Q2: 12,335 shares 12,335 $3.33M 0.27% +11,241 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: 10,601 shares; 2024Q4: 10,622 shares; 2025Q1: 10,715 shares; 2025Q2: 10,847 shares; 2025Q3: 10,467 shares; 2025Q4: 10,326 shares; 2026Q1: 10,281 shares; 2026Q2: 10,097 shares 10,097 $3.03M 0.25% -184 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: 989 shares; 2024Q4: 1,332 shares; 2025Q1: 1,483 shares; 2025Q2: 2,760 shares; 2025Q3: 3,940 shares; 2025Q4: 5,062 shares; 2026Q1: 7,684 shares; 2026Q2: 37,472 shares 37,472 $3.02M 0.25% +29,788 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,301 shares; 2024Q4: 63,801 shares; 2025Q1: 57,932 shares; 2025Q2: 57,933 shares; 2025Q3: 57,748 shares; 2025Q4: 57,421 shares; 2026Q1: 55,081 shares; 2026Q2: 52,984 shares 52,984 $3.02M 0.25% -2,097 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 700 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 451 shares; 2025Q4: 450 shares; 2026Q1: 3,693 shares; 2026Q2: 10,770 shares 10,770 $2.81M 0.23% +7,077 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: 40,161 shares; 2024Q4: 43,225 shares; 2025Q1: 40,129 shares; 2025Q2: 40,492 shares; 2025Q3: 40,942 shares; 2025Q4: 42,633 shares; 2026Q1: 45,178 shares; 2026Q2: 45,534 shares 45,534 $2.72M 0.22% +356 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: 3,254 shares; 2024Q4: 3,266 shares; 2025Q1: 3,143 shares; 2025Q2: 3,237 shares; 2025Q3: 3,277 shares; 2025Q4: 3,278 shares; 2026Q1: 3,289 shares; 2026Q2: 3,342 shares 3,342 $2.5M 0.2% +53 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: 3,152 shares; 2024Q4: 3,136 shares; 2025Q1: 3,069 shares; 2025Q2: 3,131 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares; 2026Q1: 3,291 shares; 2026Q2: 18,563 shares 18,563 $1.6M 0.13% +15,272 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: 15,277 shares; 2024Q4: 15,313 shares; 2025Q1: 14,764 shares; 2025Q2: 15,783 shares; 2025Q3: 14,825 shares; 2025Q4: 14,854 shares; 2026Q1: 14,855 shares; 2026Q2: 14,881 shares 14,881 $1.55M 0.13% +26 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: 805 shares; 2024Q4: 1,655 shares; 2025Q1: 795 shares; 2025Q2: 795 shares; 2025Q3: 9,345 shares; 2025Q4: 19,679 shares; 2026Q1: 33,007 shares; 2026Q2: 12,287 shares 12,287 $1.53M 0.12% -20,720 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: 6,604 shares; 2024Q4: 6,630 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,272 shares; 2025Q4: 6,305 shares; 2026Q1: 6,306 shares; 2026Q2: 6,265 shares 6,265 $1.52M 0.12% -41 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,100 shares; 2026Q2: 11,689 shares 11,689 $1.49M 0.12% +5,589 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: 3,062 shares; 2024Q4: 2,986 shares; 2025Q1: 3,307 shares; 2025Q2: 3,888 shares; 2025Q3: 3,947 shares; 2025Q4: 3,942 shares; 2026Q1: 3,922 shares; 2026Q2: 3,907 shares 3,907 $1.4M 0.11% -15 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: 8,807 shares; 2024Q4: 8,767 shares; 2025Q1: 10,896 shares; 2025Q2: 8,421 shares; 2025Q3: 8,358 shares; 2025Q4: 8,055 shares; 2026Q1: 7,855 shares; 2026Q2: 6,090 shares 6,090 $1.22M 0.1% -1,765 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: 3,417 shares; 2024Q4: 3,417 shares; 2025Q1: 3,084 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares; 2025Q4: 3,134 shares; 2026Q1: 3,134 shares; 2026Q2: 3,076 shares 3,076 $1.14M 0.09% -58 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: 1,250 shares; 2024Q4: 1,275 shares; 2025Q1: 1,348 shares; 2025Q2: 1,371 shares; 2025Q3: 1,452 shares; 2025Q4: 1,451 shares; 2026Q1: 1,464 shares; 2026Q2: 1,491 shares 1,491 $1.1M 0.09% +27 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: 3,212 shares; 2024Q4: 3,187 shares; 2025Q1: 3,187 shares; 2025Q2: 3,216 shares; 2025Q3: 3,068 shares; 2025Q4: 3,066 shares; 2026Q1: 2,996 shares; 2026Q2: 2,836 shares 2,836 $959K 0.08% -160 Timeline SPYX 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: 11,784 shares; 2024Q4: 14,054 shares; 2025Q1: 13,348 shares; 2025Q2: 13,348 shares; 2025Q3: 13,023 shares; 2025Q4: 13,023 shares; 2026Q1: 12,504 shares; 2026Q2: 13,385 shares 13,385 $818K 0.07% +881 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: 3,453 shares; 2024Q4: 3,455 shares; 2025Q1: 3,467 shares; 2025Q2: 3,476 shares; 2025Q3: 3,514 shares; 2025Q4: 3,535 shares; 2026Q1: 3,267 shares; 2026Q2: 3,180 shares 3,180 $752K 0.06% -87 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,201 shares; 2024Q4: 6,201 shares; 2025Q1: 6,211 shares; 2025Q2: 6,222 shares; 2025Q3: 6,236 shares; 2025Q4: 6,243 shares; 2026Q1: 6,253 shares; 2026Q2: 6,264 shares 6,264 $734K 0.06% +11 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,259 shares; 2024Q4: 6,563 shares; 2025Q1: 6,523 shares; 2025Q2: 6,378 shares; 2025Q3: 6,036 shares; 2025Q4: 6,036 shares; 2026Q1: 5,961 shares; 2026Q2: 6,481 shares 6,481 $666K 0.05% +520 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,161 shares; 2024Q4: 6,175 shares; 2025Q1: 6,175 shares; 2025Q2: 6,228 shares; 2025Q3: 6,177 shares; 2025Q4: 6,175 shares; 2026Q1: 6,175 shares; 2026Q2: 6,175 shares 6,175 $639K 0.05% 0 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: 2,414 shares; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: 3,196 shares; 2025Q3: 3,178 shares; 2025Q4: 3,178 shares; 2026Q1: 3,178 shares; 2026Q2: 3,178 shares 3,178 $638K 0.05% 0 Timeline SDY 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: 3,849 shares; 2024Q4: 3,852 shares; 2025Q1: 3,817 shares; 2025Q2: 4,062 shares; 2025Q3: 4,064 shares; 2025Q4: 3,780 shares; 2026Q1: 3,782 shares; 2026Q2: 3,785 shares 3,785 $576K 0.05% +3 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,056 shares; 2025Q1: 3,056 shares; 2025Q2: 3,056 shares; 2025Q3: 3,056 shares; 2025Q4: 3,056 shares; 2026Q1: 3,056 shares; 2026Q2: 3,056 shares 3,056 $539K 0.04% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544 shares; 2024Q4: 894 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 564 shares; 2025Q4: 563 shares; 2026Q1: 559 shares; 2026Q2: 551 shares 551 $515K 0.04% -8 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: 4,408 shares; 2024Q4: 4,417 shares; 2025Q1: 4,762 shares; 2025Q2: 4,855 shares; 2025Q3: 4,794 shares; 2025Q4: 4,790 shares; 2026Q1: 3,842 shares; 2026Q2: 3,749 shares 3,749 $513K 0.04% -93 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,380 shares; 2026Q2: 5,380 shares 5,380 $478K 0.04% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,158 shares; 2025Q4: 2,316 shares; 2026Q1: 2,316 shares; 2026Q2: 2,316 shares 2,316 $441K 0.04% 0 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: not reported; 2024Q4: 1,060 shares; 2025Q1: not reported; 2025Q2: 1,092 shares; 2025Q3: 1,119 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares; 2026Q2: 1,118 shares 1,118 $422K 0.03% +19 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,511 shares; 2025Q3: 5,617 shares; 2025Q4: 5,104 shares; 2026Q1: 5,125 shares; 2026Q2: 5,472 shares 5,472 $422K 0.03% +347 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: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,595 shares; 2025Q3: 3,111 shares; 2025Q4: 3,106 shares; 2026Q1: 1,622 shares; 2026Q2: 1,622 shares 1,622 $412K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,765 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares; 2026Q2: 1,765 shares 1,765 $390K 0.03% 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: 969 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 1,133 shares; 2025Q3: 1,138 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares; 2026Q2: 1,120 shares 1,120 $384K 0.03% -29 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: 302 shares; 2024Q4: 302 shares; 2025Q1: 340 shares; 2025Q2: 325 shares; 2025Q3: 328 shares; 2025Q4: 325 shares; 2026Q1: 311 shares; 2026Q2: 311 shares 311 $372K 0.03% 0 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: 3,966 shares; 2024Q4: 966 shares; 2025Q1: 808 shares; 2025Q2: 955 shares; 2025Q3: 1,048 shares; 2025Q4: 1,075 shares; 2026Q1: 984 shares; 2026Q2: 998 shares 998 $368K 0.03% +14 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: 842 shares; 2024Q4: 1,342 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 863 shares; 2025Q4: 862 shares; 2026Q1: 862 shares; 2026Q2: 862 shares 862 $367K 0.03% 0 Timeline SPYG 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: 3,411 shares; 2024Q4: 3,411 shares; 2025Q1: 3,138 shares; 2025Q2: 2,998 shares; 2025Q3: 2,998 shares; 2025Q4: 2,998 shares; 2026Q1: 3,047 shares; 2026Q2: 3,047 shares 3,047 $363K 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: 4,841 shares; 2024Q4: 4,841 shares; 2025Q1: 4,241 shares; 2025Q2: 4,316 shares; 2025Q3: 3,731 shares; 2025Q4: 3,716 shares; 2026Q1: 3,191 shares; 2026Q2: 3,191 shares 3,191 $361K 0.03% 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: 1,168 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,148 shares; 2026Q1: 1,149 shares; 2026Q2: 1,149 shares 1,149 $348K 0.03% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,926 shares; 2024Q4: 4,937 shares; 2025Q1: 4,827 shares; 2025Q2: 4,978 shares; 2025Q3: 3,734 shares; 2025Q4: 3,837 shares; 2026Q1: 4,162 shares; 2026Q2: 3,988 shares 3,988 $330K 0.03% -174 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,703 shares; 2024Q4: 1,703 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,704 shares; 2025Q4: 1,703 shares; 2026Q1: 1,693 shares; 2026Q2: 1,681 shares 1,681 $320K 0.03% -12 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,698 shares; 2024Q4: 2,698 shares; 2025Q1: 2,698 shares; 2025Q2: 2,698 shares; 2025Q3: 2,450 shares; 2025Q4: 2,468 shares; 2026Q1: 1,868 shares; 2026Q2: 1,368 shares 1,368 $305K 0.02% -500 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: 721 shares; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 751 shares; 2025Q4: 697 shares; 2026Q1: 698 shares; 2026Q2: 698 shares 698 $286K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,150 shares 1,150 $245K 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,313 shares; 2025Q3: 2,316 shares; 2025Q4: 2,313 shares; 2026Q1: 2,313 shares; 2026Q2: 2,063 shares 2,063 $241K 0.02% -250 Timeline SKYX SKYX PLATFORMS CORP More: the full row for SKYX PLATFORMS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,000 shares; 2024Q4: 158,333 shares; 2025Q1: 158,333 shares; 2025Q2: 201,666 shares; 2025Q3: 201,666 shares; 2025Q4: 201,666 shares; 2026Q1: 201,666 shares; 2026Q2: 215,000 shares 215,000 $238K 0.02% +13,334 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,292 shares 2,292 $234K 0.02% new Timeline QQQM 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: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,350 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares; 2026Q2: 763 shares 763 $231K 0.02% -291 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: 2,583 shares; 2024Q4: 2,583 shares; 2025Q1: 2,549 shares; 2025Q2: 2,383 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,383 shares; 2026Q2: 2,383 shares 2,383 $218K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 854 shares; 2026Q2: 854 shares 854 $218K 0.02% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 691 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 648 shares 648 $215K 0.02% 0 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: 2,862 shares; 2024Q4: 2,862 shares; 2025Q1: 2,946 shares; 2025Q2: 2,915 shares; 2025Q3: 2,870 shares; 2025Q4: 2,862 shares; 2026Q1: 1,671 shares; 2026Q2: 1,671 shares 1,671 $215K 0.02% 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: 1,123 shares; 2024Q4: 1,125 shares; 2025Q1: 1,129 shares; 2025Q2: 840 shares; 2025Q3: 845 shares; 2025Q4: 819 shares; 2026Q1: not reported; 2026Q2: 755 shares 755 $212K 0.02% new 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: 833 shares; 2024Q4: 833 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 595 shares; 2025Q4: 504 shares; 2026Q1: not reported; 2026Q2: 494 shares 494 $208K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 19,557 shares; 2025Q2: 19,571 shares; 2025Q3: 15,383 shares; 2025Q4: not reported; 2026Q1: 6,521 shares; 2026Q2: 6,533 shares 6,533 $207K 0.02% +12 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,833 shares; 2024Q4: 93,833 shares; 2025Q1: 93,833 shares; 2025Q2: 93,833 shares; 2025Q3: 93,833 shares; 2025Q4: 93,833 shares; 2026Q1: 93,833 shares; 2026Q2: 93,833 shares 93,833 $201K 0.02% 0 Timeline