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; 2024Q4: not reported; 2025Q1: 20,886 shares; 2025Q2: 15,699 shares; 2025Q3: 10,690 shares; 2025Q4: 11,071 shares; 2026Q1: 22,710 shares; 2026Q2: 44,399 shares; 2026Q3: 47,134 shares 47,134 $33M 11.54% +2,735 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 260,307 shares; 2025Q1: 301,393 shares; 2025Q2: 275,795 shares; 2025Q3: 248,717 shares; 2025Q4: 250,411 shares; 2026Q1: 259,283 shares; 2026Q2: 337,236 shares; 2026Q3: 363,202 shares 363,202 $25.5M 8.9% +25,966 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,905 shares; 2025Q1: 165,669 shares; 2025Q2: 151,419 shares; 2025Q3: 142,028 shares; 2025Q4: 143,368 shares; 2026Q1: 147,733 shares; 2026Q2: 147,899 shares; 2026Q3: 148,426 shares 148,426 $21.1M 7.38% +527 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 54,554 shares; 2025Q2: 61,114 shares; 2025Q3: 61,616 shares; 2025Q4: 80,457 shares; 2026Q1: 76,322 shares; 2026Q2: 59,792 shares; 2026Q3: 60,879 shares 60,879 $13.9M 4.86% +1,087 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 182,752 shares; 2025Q2: 187,041 shares; 2025Q3: 212,735 shares; 2025Q4: 232,851 shares; 2026Q1: 193,915 shares; 2026Q2: 197,257 shares; 2026Q3: 198,214 shares 198,214 $13.7M 4.8% +957 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; 2024Q4: 46,272 shares; 2025Q1: 29,917 shares; 2025Q2: 30,238 shares; 2025Q3: 30,586 shares; 2025Q4: 30,840 shares; 2026Q1: 30,205 shares; 2026Q2: 122,492 shares; 2026Q3: 123,549 shares 123,549 $9.69M 3.39% +1,057 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,128 shares; 2025Q4: 127,966 shares; 2026Q1: 131,168 shares; 2026Q2: 102,549 shares; 2026Q3: 101,463 shares 101,463 $7.95M 2.78% -1,086 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 127,516 shares; 2025Q2: 127,125 shares; 2025Q3: 135,019 shares; 2025Q4: 142,991 shares; 2026Q1: 135,830 shares; 2026Q2: 139,086 shares; 2026Q3: 154,300 shares 154,300 $7.84M 2.74% +15,214 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,659 shares; 2025Q3: 106,970 shares; 2025Q4: 137,924 shares; 2026Q1: 119,784 shares; 2026Q2: 88,774 shares; 2026Q3: 92,734 shares 92,734 $7.53M 2.63% +3,960 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 23,530 shares; 2025Q2: 24,501 shares; 2025Q3: 25,175 shares; 2025Q4: 26,569 shares; 2026Q1: 245,093 shares; 2026Q2: 308,636 shares; 2026Q3: 324,074 shares 324,074 $7.09M 2.48% +15,438 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; 2024Q4: not reported; 2025Q1: 17,579 shares; 2025Q2: 18,847 shares; 2025Q3: 18,571 shares; 2025Q4: 21,222 shares; 2026Q1: 22,329 shares; 2026Q2: 23,616 shares; 2026Q3: 24,204 shares 24,204 $6.89M 2.41% +588 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; 2024Q4: 158,018 shares; 2025Q1: 44,391 shares; 2025Q2: 44,783 shares; 2025Q3: 45,835 shares; 2025Q4: 46,657 shares; 2026Q1: 47,993 shares; 2026Q2: 49,204 shares; 2026Q3: 49,564 shares 49,564 $6.1M 2.13% +360 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 31,808 shares; 2025Q2: 28,055 shares; 2025Q3: 5,399 shares; 2025Q4: not reported; 2026Q1: 31,315 shares; 2026Q2: 38,923 shares; 2026Q3: 46,225 shares 46,225 $5.54M 1.94% +7,302 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; 2024Q4: 106,959 shares; 2025Q1: 31,820 shares; 2025Q2: 32,059 shares; 2025Q3: 32,455 shares; 2025Q4: 33,571 shares; 2026Q1: 33,838 shares; 2026Q2: 34,381 shares; 2026Q3: 34,270 shares 34,270 $5.32M 1.86% -111 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 58,627 shares; 2025Q2: 57,846 shares; 2025Q3: 59,974 shares; 2025Q4: 60,019 shares; 2026Q1: 61,601 shares; 2026Q2: 70,197 shares; 2026Q3: 59,347 shares 59,347 $5.32M 1.86% -10,850 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,916 shares; 2025Q1: 7,173 shares; 2025Q2: 6,936 shares; 2025Q3: 6,937 shares; 2025Q4: 7,018 shares; 2026Q1: 6,967 shares; 2026Q2: 6,957 shares; 2026Q3: 6,933 shares 6,933 $5.31M 1.86% -24 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,329 shares; 2025Q1: 18,155 shares; 2025Q2: 18,291 shares; 2025Q3: 17,408 shares; 2025Q4: 17,780 shares; 2026Q1: 18,776 shares; 2026Q2: 19,967 shares; 2026Q3: 20,804 shares 20,804 $4.75M 1.66% +837 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 88,796 shares; 2025Q2: 110,140 shares; 2025Q3: 81,038 shares; 2025Q4: 52,065 shares; 2026Q1: 85,635 shares; 2026Q2: 52,401 shares; 2026Q3: 56,605 shares 56,605 $4.48M 1.57% +4,204 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,612 shares; 2025Q3: 78,196 shares; 2025Q4: 78,749 shares; 2026Q1: 83,420 shares; 2026Q2: 85,456 shares; 2026Q3: 92,643 shares 92,643 $4.34M 1.52% +7,187 Timeline PPA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,010 shares; 2025Q4: 17,033 shares; 2026Q1: 24,793 shares; 2026Q2: 28,938 shares; 2026Q3: 27,908 shares 27,908 $4.32M 1.51% -1,030 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,972 shares; 2025Q1: 37,544 shares; 2025Q2: 38,752 shares; 2025Q3: 41,376 shares; 2025Q4: 41,722 shares; 2026Q1: 45,022 shares; 2026Q2: 49,156 shares; 2026Q3: 51,108 shares 51,108 $3.9M 1.36% +1,952 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,980 shares; 2025Q1: 51,244 shares; 2025Q2: 49,825 shares; 2025Q3: 49,443 shares; 2025Q4: 49,385 shares; 2026Q1: 46,762 shares; 2026Q2: 40,843 shares; 2026Q3: 39,565 shares 39,565 $3.86M 1.35% -1,278 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 27,873 shares; 2025Q2: 41,162 shares; 2025Q3: 43,206 shares; 2025Q4: 32,054 shares; 2026Q1: 34,655 shares; 2026Q2: 39,909 shares; 2026Q3: 41,159 shares 41,159 $3.79M 1.33% +1,250 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,035 shares; 2025Q1: 8,547 shares; 2025Q2: 9,415 shares; 2025Q3: 9,240 shares; 2025Q4: 9,219 shares; 2026Q1: 10,147 shares; 2026Q2: 10,217 shares; 2026Q3: 10,643 shares 10,643 $3.54M 1.24% +426 Timeline SPMO 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; 2024Q4: not reported; 2025Q1: 29,283 shares; 2025Q2: 29,364 shares; 2025Q3: 27,134 shares; 2025Q4: 40,320 shares; 2026Q1: 42,624 shares; 2026Q2: 31,673 shares; 2026Q3: 22,987 shares 22,987 $3.48M 1.22% -8,686 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,851 shares; 2025Q1: 20,787 shares; 2025Q2: 28,070 shares; 2025Q3: 29,579 shares; 2025Q4: 29,274 shares; 2026Q1: 27,984 shares; 2026Q2: 29,421 shares; 2026Q3: 34,322 shares 34,322 $3.47M 1.21% +4,901 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,143 shares; 2025Q1: 3,674 shares; 2025Q2: 3,596 shares; 2025Q3: 3,611 shares; 2025Q4: 3,868 shares; 2026Q1: 4,781 shares; 2026Q2: 5,851 shares; 2026Q3: 5,841 shares 5,841 $3M 1.05% -10 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,352 shares; 2025Q1: 82,596 shares; 2025Q2: 63,475 shares; 2025Q3: 63,907 shares; 2025Q4: 59,598 shares; 2026Q1: 59,678 shares; 2026Q2: 67,836 shares; 2026Q3: 61,696 shares 61,696 $2.92M 1.02% -6,140 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,005 shares; 2025Q1: 22,967 shares; 2025Q2: 23,417 shares; 2025Q3: 24,183 shares; 2025Q4: 19,725 shares; 2026Q1: 18,820 shares; 2026Q2: 18,455 shares; 2026Q3: 18,363 shares 18,363 $2.76M 0.96% -92 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,002 shares; 2025Q1: 7,794 shares; 2025Q2: 8,323 shares; 2025Q3: 7,272 shares; 2025Q4: 7,066 shares; 2026Q1: 7,397 shares; 2026Q2: 7,548 shares; 2026Q3: 7,850 shares 7,850 $2.7M 0.94% +302 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; 2024Q4: 2,223 shares; 2025Q1: 2,259 shares; 2025Q2: 2,377 shares; 2025Q3: 2,248 shares; 2025Q4: 2,650 shares; 2026Q1: 2,839 shares; 2026Q2: 3,313 shares; 2026Q3: 3,414 shares 3,414 $2.48M 0.86% +101 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; 2024Q4: 7,026 shares; 2025Q1: 6,936 shares; 2025Q2: 7,440 shares; 2025Q3: 7,446 shares; 2025Q4: 8,187 shares; 2026Q1: 9,143 shares; 2026Q2: 9,617 shares; 2026Q3: 9,913 shares 9,913 $2.47M 0.86% +296 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; 2024Q4: 6,014 shares; 2025Q1: 6,119 shares; 2025Q2: 6,305 shares; 2025Q3: 6,150 shares; 2025Q4: 6,435 shares; 2026Q1: 6,816 shares; 2026Q2: 7,222 shares; 2026Q3: 7,278 shares 7,278 $2.41M 0.84% +56 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; 2024Q4: 38,029 shares; 2025Q1: 38,654 shares; 2025Q2: 38,902 shares; 2025Q3: 39,049 shares; 2025Q4: 40,987 shares; 2026Q1: 43,645 shares; 2026Q2: 43,678 shares; 2026Q3: 45,086 shares 45,086 $2.26M 0.79% +1,408 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 39,382 shares; 2025Q2: 37,018 shares; 2025Q3: 51,857 shares; 2025Q4: 53,254 shares; 2026Q1: 22,488 shares; 2026Q2: 25,639 shares; 2026Q3: 26,901 shares 26,901 $2.21M 0.77% +1,262 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,441 shares; 2025Q1: 2,089 shares; 2025Q2: 2,322 shares; 2025Q3: 2,348 shares; 2025Q4: 2,368 shares; 2026Q1: 2,259 shares; 2026Q2: 18,072 shares; 2026Q3: 17,513 shares 17,513 $2.2M 0.77% -559 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; 2024Q4: 128,443 shares; 2025Q1: 19,290 shares; 2025Q2: 18,149 shares; 2025Q3: 18,473 shares; 2025Q4: 21,121 shares; 2026Q1: 25,114 shares; 2026Q2: 29,182 shares; 2026Q3: 31,100 shares 31,100 $2.2M 0.77% +1,918 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; 2024Q4: 2,689 shares; 2025Q1: 2,778 shares; 2025Q2: 2,962 shares; 2025Q3: 3,176 shares; 2025Q4: 3,414 shares; 2026Q1: 3,715 shares; 2026Q2: 4,112 shares; 2026Q3: 4,219 shares 4,219 $2.1M 0.73% +107 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,383 shares; 2025Q1: 13,480 shares; 2025Q2: 15,181 shares; 2025Q3: 15,585 shares; 2025Q4: 13,376 shares; 2026Q1: 13,311 shares; 2026Q2: 13,601 shares; 2026Q3: 20,061 shares 20,061 $2.1M 0.73% +6,460 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,762 shares; 2025Q1: 15,169 shares; 2025Q2: 15,834 shares; 2025Q3: 16,769 shares; 2025Q4: 13,497 shares; 2026Q1: 13,295 shares; 2026Q2: 12,107 shares; 2026Q3: 11,956 shares 11,956 $2.08M 0.73% -151 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,943 shares; 2025Q1: 21,978 shares; 2025Q2: 24,792 shares; 2025Q3: 24,992 shares; 2025Q4: 24,251 shares; 2026Q1: 22,369 shares; 2026Q2: 23,965 shares; 2026Q3: 22,025 shares 22,025 $2.08M 0.73% -1,940 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,268 shares; 2025Q1: 6,244 shares; 2025Q2: 6,244 shares; 2025Q3: 6,191 shares; 2025Q4: 6,191 shares; 2026Q1: 5,904 shares; 2026Q2: 5,904 shares; 2026Q3: 5,904 shares 5,904 $1.87M 0.65% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,354 shares; 2025Q1: 21,444 shares; 2025Q2: 21,376 shares; 2025Q3: 21,781 shares; 2025Q4: 21,796 shares; 2026Q1: 21,494 shares; 2026Q2: 20,506 shares; 2026Q3: 20,079 shares 20,079 $1.83M 0.64% -427 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,195 shares; 2025Q1: 4,673 shares; 2025Q2: 4,583 shares; 2025Q3: 3,805 shares; 2025Q4: 4,069 shares; 2026Q1: 4,702 shares; 2026Q2: 5,062 shares; 2026Q3: 5,187 shares 5,187 $1.82M 0.64% +125 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,983 shares; 2025Q1: 3,738 shares; 2025Q2: 3,597 shares; 2025Q3: 3,485 shares; 2025Q4: 3,658 shares; 2026Q1: 4,125 shares; 2026Q2: 4,660 shares; 2026Q3: 4,956 shares 4,956 $1.76M 0.61% +296 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; 2024Q4: 139,095 shares; 2025Q1: 27,546 shares; 2025Q2: 29,143 shares; 2025Q3: 30,006 shares; 2025Q4: 31,555 shares; 2026Q1: 32,918 shares; 2026Q2: 33,187 shares; 2026Q3: 32,896 shares 32,896 $1.7M 0.59% -291 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,845 shares; 2026Q1: 4,956 shares; 2026Q2: 13,472 shares; 2026Q3: 16,827 shares 16,827 $1.66M 0.58% +3,355 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; 2024Q4: 11,697 shares; 2025Q1: 10,799 shares; 2025Q2: 10,843 shares; 2025Q3: 10,754 shares; 2025Q4: 10,685 shares; 2026Q1: 10,153 shares; 2026Q2: 10,042 shares; 2026Q3: 10,043 shares 10,043 $1.47M 0.51% +1 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,944 shares; 2025Q1: 56,780 shares; 2025Q2: 54,516 shares; 2025Q3: 55,640 shares; 2025Q4: 53,725 shares; 2026Q1: 47,830 shares; 2026Q2: 46,166 shares; 2026Q3: 31,323 shares 31,323 $1.46M 0.51% -14,843 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,055 shares; 2025Q1: 30,566 shares; 2025Q2: 25,472 shares; 2025Q3: 29,111 shares; 2025Q4: 26,694 shares; 2026Q1: 23,311 shares; 2026Q2: 21,425 shares; 2026Q3: 24,969 shares 24,969 $1.35M 0.47% +3,544 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; 2024Q4: 763 shares; 2025Q1: 872 shares; 2025Q2: 860 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 885 shares; 2026Q2: 1,082 shares; 2026Q3: 1,124 shares 1,124 $1.3M 0.45% +42 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120,974 shares; 2025Q1: 24,970 shares; 2025Q2: 24,895 shares; 2025Q3: 24,362 shares; 2025Q4: 21,449 shares; 2026Q1: 21,006 shares; 2026Q2: 20,925 shares; 2026Q3: 18,988 shares 18,988 $1.19M 0.42% -1,937 Timeline PWZ 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; 2024Q4: 92,164 shares; 2025Q1: 66,942 shares; 2025Q2: 84,576 shares; 2025Q3: 79,082 shares; 2025Q4: 75,860 shares; 2026Q1: 69,870 shares; 2026Q2: 63,304 shares; 2026Q3: 49,371 shares 49,371 $1.1M 0.38% -13,933 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,978 shares; 2025Q1: 4,978 shares; 2025Q2: 4,978 shares; 2025Q3: 4,978 shares; 2025Q4: 5,006 shares; 2026Q1: 5,006 shares; 2026Q2: 5,463 shares; 2026Q3: 5,555 shares 5,555 $1.02M 0.36% +92 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,407 shares; 2026Q1: 8,037 shares; 2026Q2: 10,206 shares; 2026Q3: 10,924 shares 10,924 $921K 0.32% +718 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,875 shares; 2025Q1: 5,877 shares; 2025Q2: 5,880 shares; 2025Q3: 5,882 shares; 2025Q4: 5,885 shares; 2026Q1: 5,701 shares; 2026Q2: 5,703 shares; 2026Q3: 6,420 shares 6,420 $873K 0.31% +717 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,071 shares; 2026Q3: 2,071 shares 2,071 $775K 0.27% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,940 shares; 2025Q1: 6,940 shares; 2025Q2: 6,897 shares; 2025Q3: 6,779 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares; 2026Q3: 6,500 shares 6,500 $694K 0.24% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,883 shares; 2025Q3: 6,262 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,831 shares; 2026Q3: 6,279 shares 6,279 $626K 0.22% +448 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,718 shares; 2025Q1: 3,833 shares; 2025Q2: 3,696 shares; 2025Q3: 3,601 shares; 2025Q4: 3,611 shares; 2026Q1: 3,801 shares; 2026Q2: 3,662 shares; 2026Q3: 3,662 shares 3,662 $609K 0.21% 0 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; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 695 shares; 2026Q2: 686 shares; 2026Q3: 672 shares 672 $512K 0.18% -14 Timeline IDLV 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; 2024Q4: 15,308 shares; 2025Q1: 15,715 shares; 2025Q2: 15,536 shares; 2025Q3: 15,536 shares; 2025Q4: 13,624 shares; 2026Q1: 13,624 shares; 2026Q2: 13,624 shares; 2026Q3: 13,168 shares 13,168 $450K 0.16% -456 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares; 2026Q3: 5,600 shares 5,600 $403K 0.14% 0 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,529 shares 15,529 $355K 0.12% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,609 shares; 2025Q1: 3,439 shares; 2025Q2: 3,439 shares; 2025Q3: 3,439 shares; 2025Q4: 3,435 shares; 2026Q1: 3,586 shares; 2026Q2: 3,586 shares; 2026Q3: 3,587 shares 3,587 $330K 0.12% +1 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; 2024Q4: 4,651 shares; 2025Q1: 4,782 shares; 2025Q2: 4,239 shares; 2025Q3: 3,982 shares; 2025Q4: 3,307 shares; 2026Q1: 3,307 shares; 2026Q2: 3,307 shares; 2026Q3: 3,263 shares 3,263 $292K 0.1% -44 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,905 shares; 2025Q2: 4,588 shares; 2025Q3: 4,819 shares; 2025Q4: 6,034 shares; 2026Q1: 4,378 shares; 2026Q2: 2,376 shares; 2026Q3: 2,562 shares 2,562 $289K 0.1% +186 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 267 shares; 2025Q1: 258 shares; 2025Q2: 239 shares; 2025Q3: 241 shares; 2025Q4: 2,917 shares; 2026Q1: 3,137 shares; 2026Q2: 3,011 shares; 2026Q3: 3,685 shares 3,685 $256K 0.09% +674 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 598 shares; 2026Q3: 732 shares 732 $249K 0.09% +134 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares; 2026Q3: 5,514 shares 5,514 $238K 0.08% +14 Timeline XSLV 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; 2024Q4: 6,569 shares; 2025Q1: 6,569 shares; 2025Q2: 6,569 shares; 2025Q3: 4,794 shares; 2025Q4: 4,794 shares; 2026Q1: 4,794 shares; 2026Q2: 4,794 shares; 2026Q3: 4,794 shares 4,794 $235K 0.08% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,339 shares 1,339 $218K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 292 shares; 2026Q3: 292 shares 292 $216K 0.08% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 788 shares 788 $209K 0.07% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,323 shares; 2026Q3: 2,323 shares 2,323 $206K 0.07% 0 Timeline