AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,460,592 shares; 2024Q4: 5,267,444 shares; 2025Q1: 5,322,563 shares; 2025Q2: 5,452,801 shares; 2025Q3: 5,486,716 shares; 2025Q4: 5,489,896 shares; 2026Q1: 5,724,306 shares; 2026Q2: 5,656,531 shares 5,656,531 $560M 17.43% -67,775 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: 732,870 shares; 2024Q4: 717,543 shares; 2025Q1: 777,366 shares; 2025Q2: 744,848 shares; 2025Q3: 739,447 shares; 2025Q4: 702,567 shares; 2026Q1: 627,421 shares; 2026Q2: 619,474 shares 619,474 $463M 14.4% -7,947 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: 3,117,134 shares; 2024Q4: 3,107,274 shares; 2025Q1: 3,155,844 shares; 2025Q2: 3,055,945 shares; 2025Q3: 3,060,920 shares; 2025Q4: 3,045,976 shares; 2026Q1: 3,893,439 shares; 2026Q2: 3,899,413 shares 3,899,413 $377M 11.72% +5,974 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: 2,068,348 shares; 2024Q4: 2,020,472 shares; 2025Q1: 1,626,988 shares; 2025Q2: 1,507,196 shares; 2025Q3: 1,498,891 shares; 2025Q4: 1,486,682 shares; 2026Q1: 976,626 shares; 2026Q2: 943,694 shares 943,694 $206M 6.4% -32,932 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,347,851 shares; 2024Q4: 1,315,703 shares; 2025Q1: 1,546,708 shares; 2025Q2: 1,491,422 shares; 2025Q3: 1,497,770 shares; 2025Q4: 1,502,979 shares; 2026Q1: 1,569,008 shares; 2026Q2: 1,552,970 shares 1,552,970 $169M 5.27% -16,038 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: 1,293,258 shares; 2024Q4: 1,249,809 shares; 2025Q1: 2,566,434 shares; 2025Q2: 2,987,959 shares; 2025Q3: 3,022,217 shares; 2025Q4: 3,060,847 shares; 2026Q1: 3,244,433 shares; 2026Q2: 3,201,864 shares 3,201,864 $168M 5.22% -42,569 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: 2,301,561 shares; 2024Q4: 2,274,563 shares; 2025Q1: 2,278,986 shares; 2025Q2: 2,185,643 shares; 2025Q3: 2,162,876 shares; 2025Q4: 2,164,597 shares; 2026Q1: 2,134,458 shares; 2026Q2: 2,125,113 shares 2,125,113 $164M 5.1% -9,345 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: 58,615 shares; 2024Q4: 59,415 shares; 2025Q1: 170,236 shares; 2025Q2: 204,775 shares; 2025Q3: 204,065 shares; 2025Q4: 203,891 shares; 2026Q1: 265,953 shares; 2026Q2: 1,582,375 shares 1,582,375 $136M 4.24% +1,316,422 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: 818,841 shares; 2024Q4: 804,463 shares; 2025Q1: 878,266 shares; 2025Q2: 846,299 shares; 2025Q3: 845,038 shares; 2025Q4: 846,755 shares; 2026Q1: 866,325 shares; 2026Q2: 860,578 shares 860,578 $128M 3.97% -5,747 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: 3,665,267 shares; 2024Q4: 3,110,458 shares; 2025Q1: 2,456,326 shares; 2025Q2: 2,175,594 shares; 2025Q3: 2,159,402 shares; 2025Q4: 2,122,469 shares; 2026Q1: 1,544,665 shares; 2026Q2: 1,528,569 shares 1,528,569 $127M 3.94% -16,096 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,436,773 shares; 2024Q4: 2,446,995 shares; 2025Q1: 2,423,576 shares; 2025Q2: 2,351,684 shares; 2025Q3: 2,348,609 shares; 2025Q4: 2,363,691 shares; 2026Q1: 2,453,861 shares; 2026Q2: 2,454,801 shares 2,454,801 $124M 3.87% +940 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,698,350 shares; 2024Q4: 2,629,430 shares; 2025Q1: 1,647,498 shares; 2025Q2: 1,248,991 shares; 2025Q3: 1,244,933 shares; 2025Q4: 1,233,300 shares; 2026Q1: 1,268,847 shares; 2026Q2: 1,259,227 shares 1,259,227 $119M 3.71% -9,620 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066,685 shares; 2025Q4: 1,104,114 shares; 2026Q1: 1,086,289 shares; 2026Q2: 1,072,960 shares 1,072,960 $101M 3.15% -13,329 Timeline SPTS 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: 2,316,748 shares; 2025Q2: 3,388,316 shares; 2025Q3: 3,450,568 shares; 2025Q4: 3,518,624 shares; 2026Q1: 3,770,589 shares; 2026Q2: 2,111,976 shares 2,111,976 $61.3M 1.91% -1,658,613 Timeline BYLD 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: 21,173 shares; 2026Q1: 90,173 shares; 2026Q2: 2,222,630 shares 2,222,630 $50.3M 1.57% +2,132,457 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: 104,458 shares; 2024Q4: 103,880 shares; 2025Q1: 106,652 shares; 2025Q2: 118,212 shares; 2025Q3: 116,279 shares; 2025Q4: 114,350 shares; 2026Q1: 113,899 shares; 2026Q2: 112,996 shares 112,996 $32.7M 1.02% -903 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: 1,882 shares; 2024Q4: 10,069 shares; 2025Q1: 10,386 shares; 2025Q2: 9,917 shares; 2025Q3: 9,885 shares; 2025Q4: 44,625 shares; 2026Q1: 43,346 shares; 2026Q2: 45,442 shares 45,442 $31.2M 0.97% +2,096 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,398 shares; 2024Q4: 192,618 shares; 2025Q1: 186,962 shares; 2025Q2: 179,410 shares; 2025Q3: 180,642 shares; 2025Q4: 179,789 shares; 2026Q1: 187,268 shares; 2026Q2: 182,646 shares 182,646 $19.4M 0.61% -4,622 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: 11,468 shares; 2024Q4: 11,393 shares; 2025Q1: 11,340 shares; 2025Q2: 11,449 shares; 2025Q3: 11,301 shares; 2025Q4: 9,986 shares; 2026Q1: 9,796 shares; 2026Q2: 17,672 shares 17,672 $18.8M 0.59% +7,876 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,925 shares; 2024Q4: 12,495 shares; 2025Q1: 8,441 shares; 2025Q2: 10,032 shares; 2025Q3: 54,594 shares; 2025Q4: 57,929 shares; 2026Q1: 59,679 shares; 2026Q2: 55,214 shares 55,214 $11M 0.34% -4,465 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: 26,617 shares; 2024Q4: 27,214 shares; 2025Q1: 27,408 shares; 2025Q2: 31,658 shares; 2025Q3: 27,456 shares; 2025Q4: 27,298 shares; 2026Q1: 26,185 shares; 2026Q2: 25,555 shares 25,555 $9.53M 0.3% -630 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: 590,050 shares; 2024Q4: 595,830 shares; 2025Q1: 566,446 shares; 2025Q2: 536,556 shares; 2025Q3: 58,514 shares; 2025Q4: 44,942 shares; 2026Q1: 38,333 shares; 2026Q2: 36,570 shares 36,570 $7.78M 0.24% -1,763 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,441,086 shares; 2024Q4: 1,395,425 shares; 2025Q1: 515,581 shares; 2025Q2: 148,298 shares; 2025Q3: 134,039 shares; 2025Q4: 110,255 shares; 2026Q1: 105,463 shares; 2026Q2: 93,370 shares 93,370 $7.67M 0.24% -12,093 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: 24,069 shares; 2024Q4: 23,778 shares; 2025Q1: 23,741 shares; 2025Q2: 23,526 shares; 2025Q3: 23,367 shares; 2025Q4: 23,759 shares; 2026Q1: 24,054 shares; 2026Q2: 24,054 shares 24,054 $6.76M 0.21% 0 Timeline VBK 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: 95,009 shares; 2024Q4: 94,813 shares; 2025Q1: 25,506 shares; 2025Q2: 21,186 shares; 2025Q3: 20,327 shares; 2025Q4: 16,250 shares; 2026Q1: 13,742 shares; 2026Q2: 13,480 shares 13,480 $4.93M 0.15% -262 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: 52,914 shares; 2024Q4: 53,016 shares; 2025Q1: 54,717 shares; 2025Q2: 57,208 shares; 2025Q3: 57,223 shares; 2025Q4: 51,265 shares; 2026Q1: 47,903 shares; 2026Q2: 47,285 shares 47,285 $3.84M 0.12% -618 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: 8,217 shares; 2024Q4: 7,919 shares; 2025Q1: 9,629 shares; 2025Q2: 10,726 shares; 2025Q3: 10,755 shares; 2025Q4: 10,574 shares; 2026Q1: 10,390 shares; 2026Q2: 10,430 shares 10,430 $3.41M 0.11% +40 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,112 shares; 2024Q4: 26,710 shares; 2025Q1: 26,590 shares; 2025Q2: 25,942 shares; 2025Q3: 25,560 shares; 2025Q4: 24,069 shares; 2026Q1: 23,523 shares; 2026Q2: 23,013 shares 23,013 $3.4M 0.11% -510 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: 3,186 shares; 2024Q4: 3,140 shares; 2025Q1: 13,762 shares; 2025Q2: 10,125 shares; 2025Q3: 10,062 shares; 2025Q4: 9,010 shares; 2026Q1: 9,010 shares; 2026Q2: 9,010 shares 9,010 $3.33M 0.1% 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: 4,425 shares; 2025Q4: 4,578 shares; 2026Q1: 4,576 shares; 2026Q2: 4,740 shares 4,740 $2.75M 0.09% +164 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: 793 shares; 2024Q4: 1,148 shares; 2025Q1: 2,243 shares; 2025Q2: 2,269 shares; 2025Q3: 8,847 shares; 2025Q4: 8,847 shares; 2026Q1: 7,614 shares; 2026Q2: 31,094 shares 31,094 $2.51M 0.08% +23,480 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: 3,218 shares; 2024Q4: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 9,854 shares; 2025Q3: 10,132 shares; 2025Q4: 10,433 shares; 2026Q1: 10,222 shares; 2026Q2: 10,342 shares 10,342 $2.46M 0.08% +120 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: 3,156 shares; 2024Q4: 2,707 shares; 2025Q1: 4,999 shares; 2025Q2: 6,258 shares; 2025Q3: 6,005 shares; 2025Q4: 6,128 shares; 2026Q1: 6,270 shares; 2026Q2: 6,900 shares 6,900 $2.44M 0.08% +630 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: 7,836 shares; 2024Q4: 7,649 shares; 2025Q1: 8,658 shares; 2025Q2: 10,146 shares; 2025Q3: 10,074 shares; 2025Q4: 9,684 shares; 2026Q1: 9,367 shares; 2026Q2: 9,152 shares 9,152 $2.32M 0.07% -215 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,117 shares; 2026Q1: 35,917 shares; 2026Q2: 45,080 shares 45,080 $2.29M 0.07% +9,163 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 75,000 shares; 2025Q4: 75,000 shares; 2026Q1: 75,000 shares; 2026Q2: 75,000 shares 75,000 $2.21M 0.07% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,630 shares; 2024Q4: 3,753 shares; 2025Q1: 4,893 shares; 2025Q2: 6,213 shares; 2025Q3: 6,403 shares; 2025Q4: 6,434 shares; 2026Q1: 6,592 shares; 2026Q2: 5,919 shares 5,919 $2.12M 0.07% -673 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: 9,794 shares; 2024Q4: 9,308 shares; 2025Q1: 11,118 shares; 2025Q2: 12,467 shares; 2025Q3: 19,161 shares; 2025Q4: 18,854 shares; 2026Q1: 17,958 shares; 2026Q2: 17,958 shares 17,958 $2.11M 0.07% 0 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: 2,377 shares; 2024Q4: 2,591 shares; 2025Q1: 2,190 shares; 2025Q2: 4,407 shares; 2025Q3: 4,507 shares; 2025Q4: 4,046 shares; 2026Q1: 4,061 shares; 2026Q2: 3,916 shares 3,916 $1.96M 0.06% -145 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: 1,157 shares; 2024Q4: 1,127 shares; 2025Q1: 1,095 shares; 2025Q2: 1,680 shares; 2025Q3: 1,641 shares; 2025Q4: 1,947 shares; 2026Q1: 1,947 shares; 2026Q2: 1,941 shares 1,941 $1.82M 0.06% -6 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: 13,251 shares; 2024Q4: 12,614 shares; 2025Q1: 14,078 shares; 2025Q2: 14,918 shares; 2025Q3: 14,508 shares; 2025Q4: 13,963 shares; 2026Q1: 13,801 shares; 2026Q2: 16,061 shares 16,061 $1.67M 0.05% +2,260 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,503 shares; 2024Q4: 6,617 shares; 2025Q1: 9,537 shares; 2025Q2: 9,742 shares; 2025Q3: 9,742 shares; 2025Q4: 9,742 shares; 2026Q1: 9,646 shares; 2026Q2: 10,765 shares 10,765 $1.66M 0.05% +1,119 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: 11,200 shares; 2024Q4: 11,697 shares; 2025Q1: 11,819 shares; 2025Q2: 11,525 shares; 2025Q3: 11,531 shares; 2025Q4: 12,382 shares; 2026Q1: 11,594 shares; 2026Q2: 11,366 shares 11,366 $1.55M 0.05% -228 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: 7,339 shares; 2024Q4: 7,321 shares; 2025Q1: 7,544 shares; 2025Q2: 7,347 shares; 2025Q3: 7,343 shares; 2025Q4: 7,022 shares; 2026Q1: 6,256 shares; 2026Q2: 5,893 shares 5,893 $1.48M 0.05% -363 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: 1,920 shares; 2024Q4: 2,026 shares; 2025Q1: 3,073 shares; 2025Q2: 3,747 shares; 2025Q3: 4,021 shares; 2025Q4: 4,139 shares; 2026Q1: 4,107 shares; 2026Q2: 3,710 shares 3,710 $1.4M 0.04% -397 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 673 shares; 2025Q4: 676 shares; 2026Q1: 688 shares; 2026Q2: 694 shares 694 $1.38M 0.04% +6 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: 2,496 shares; 2024Q4: 2,539 shares; 2025Q1: 3,393 shares; 2025Q2: 3,893 shares; 2025Q3: 3,802 shares; 2025Q4: 3,847 shares; 2026Q1: 3,816 shares; 2026Q2: 3,760 shares 3,760 $1.29M 0.04% -56 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: 4,221 shares; 2024Q4: 4,193 shares; 2025Q1: 3,946 shares; 2025Q2: 4,843 shares; 2025Q3: 4,704 shares; 2025Q4: 4,655 shares; 2026Q1: 4,651 shares; 2026Q2: 4,736 shares 4,736 $1.28M 0.04% +85 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: 6,662 shares; 2024Q4: 6,676 shares; 2025Q1: 6,667 shares; 2025Q2: 6,654 shares; 2025Q3: 6,656 shares; 2025Q4: 6,679 shares; 2026Q1: 6,690 shares; 2026Q2: 6,679 shares 6,679 $1.27M 0.04% -11 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: 2,665 shares; 2024Q4: 2,692 shares; 2025Q1: 2,583 shares; 2025Q2: 3,669 shares; 2025Q3: 3,735 shares; 2025Q4: 3,756 shares; 2026Q1: 3,761 shares; 2026Q2: 3,463 shares 3,463 $1.22M 0.04% -298 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: 7,078 shares; 2024Q4: 6,946 shares; 2025Q1: 6,954 shares; 2025Q2: 11,991 shares; 2025Q3: 11,917 shares; 2025Q4: 11,415 shares; 2026Q1: 11,437 shares; 2026Q2: 11,580 shares 11,580 $1.18M 0.04% +143 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: 3,228 shares; 2024Q4: 3,228 shares; 2025Q1: 3,297 shares; 2025Q2: 3,057 shares; 2025Q3: 3,057 shares; 2025Q4: 3,057 shares; 2026Q1: 3,068 shares; 2026Q2: 3,180 shares 3,180 $1.17M 0.04% +112 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: 6,356 shares; 2024Q4: 5,864 shares; 2025Q1: 5,941 shares; 2025Q2: 9,436 shares; 2025Q3: 9,196 shares; 2025Q4: 9,035 shares; 2026Q1: 9,039 shares; 2026Q2: 8,621 shares 8,621 $1.17M 0.04% -418 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: 13,154 shares; 2024Q4: 13,226 shares; 2025Q1: 13,250 shares; 2025Q2: 10,823 shares; 2025Q3: 11,253 shares; 2025Q4: 10,992 shares; 2026Q1: 11,003 shares; 2026Q2: 9,613 shares 9,613 $1.09M 0.03% -1,390 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: 6,245 shares; 2024Q4: 6,086 shares; 2025Q1: 13,513 shares; 2025Q2: 8,326 shares; 2025Q3: 8,123 shares; 2025Q4: 8,090 shares; 2026Q1: 7,618 shares; 2026Q2: 7,212 shares 7,212 $1.06M 0.03% -406 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: 7,961 shares; 2025Q4: 7,861 shares; 2026Q1: 7,870 shares; 2026Q2: 7,461 shares 7,461 $1.04M 0.03% -409 Timeline USIG 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: 15,881 shares; 2025Q4: 15,881 shares; 2026Q1: 20,388 shares; 2026Q2: 20,219 shares 20,219 $1.04M 0.03% -169 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,582 shares; 2024Q4: 10,507 shares; 2025Q1: 10,576 shares; 2025Q2: 10,396 shares; 2025Q3: 10,380 shares; 2025Q4: 10,421 shares; 2026Q1: 9,989 shares; 2026Q2: 10,789 shares 10,789 $1.03M 0.03% +800 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: 2,928 shares; 2024Q4: 2,674 shares; 2025Q1: 2,244 shares; 2025Q2: 2,588 shares; 2025Q3: 2,949 shares; 2025Q4: 2,767 shares; 2026Q1: 2,672 shares; 2026Q2: 2,672 shares 2,672 $999K 0.03% 0 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: 1,946 shares; 2024Q4: 1,677 shares; 2025Q1: 1,902 shares; 2025Q2: 1,924 shares; 2025Q3: 1,305 shares; 2025Q4: 1,207 shares; 2026Q1: 1,222 shares; 2026Q2: 1,320 shares 1,320 $989K 0.03% +98 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: 2,168 shares; 2024Q4: 2,166 shares; 2025Q1: 2,167 shares; 2025Q2: 2,438 shares; 2025Q3: 2,378 shares; 2025Q4: 2,388 shares; 2026Q1: 2,383 shares; 2026Q2: 2,383 shares 2,383 $970K 0.03% 0 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: 3,000 shares; 2024Q4: 3,023 shares; 2025Q1: 3,119 shares; 2025Q2: 5,732 shares; 2025Q3: 5,658 shares; 2025Q4: 5,624 shares; 2026Q1: 5,478 shares; 2026Q2: 5,710 shares 5,710 $946K 0.03% +232 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: 410 shares; 2024Q4: 427 shares; 2025Q1: 610 shares; 2025Q2: 682 shares; 2025Q3: 650 shares; 2025Q4: 682 shares; 2026Q1: 677 shares; 2026Q2: 753 shares 753 $903K 0.03% +76 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: 727 shares; 2025Q1: 713 shares; 2025Q2: 751 shares; 2025Q3: 821 shares; 2025Q4: 814 shares; 2026Q1: 768 shares; 2026Q2: 768 shares 768 $902K 0.03% 0 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: 8,071 shares; 2024Q4: 8,071 shares; 2025Q1: 7,900 shares; 2025Q2: 7,900 shares; 2025Q3: 7,900 shares; 2025Q4: 7,900 shares; 2026Q1: 7,900 shares; 2026Q2: 7,900 shares 7,900 $850K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,067 shares; 2024Q4: 2,082 shares; 2025Q1: 2,169 shares; 2025Q2: 2,564 shares; 2025Q3: 2,562 shares; 2025Q4: 3,791 shares; 2026Q1: 3,681 shares; 2026Q2: 3,838 shares 3,838 $831K 0.03% +157 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: not reported; 2024Q4: not reported; 2025Q1: 3,968 shares; 2025Q2: 2,653 shares; 2025Q3: 2,653 shares; 2025Q4: 2,644 shares; 2026Q1: 2,614 shares; 2026Q2: 2,717 shares 2,717 $824K 0.03% +103 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,797 shares; 2024Q4: 2,846 shares; 2025Q1: 3,451 shares; 2025Q2: 4,110 shares; 2025Q3: 4,100 shares; 2025Q4: 4,114 shares; 2026Q1: 4,069 shares; 2026Q2: 4,295 shares 4,295 $815K 0.03% +226 Timeline SCHG 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: 6,037 shares; 2024Q4: 24,148 shares; 2025Q1: 26,336 shares; 2025Q2: 26,336 shares; 2025Q3: 26,336 shares; 2025Q4: 26,182 shares; 2026Q1: 23,486 shares; 2026Q2: 23,486 shares 23,486 $795K 0.02% 0 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: 1,655 shares; 2024Q4: 1,618 shares; 2025Q1: 1,617 shares; 2025Q2: 2,233 shares; 2025Q3: 2,214 shares; 2025Q4: 2,230 shares; 2026Q1: 2,108 shares; 2026Q2: 2,108 shares 2,108 $763K 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,349 shares; 2024Q4: 5,349 shares; 2025Q1: 5,349 shares; 2025Q2: 5,349 shares; 2025Q3: 5,349 shares; 2025Q4: 5,349 shares; 2026Q1: 5,349 shares; 2026Q2: 5,349 shares 5,349 $762K 0.02% 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; 2024Q3: not reported; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: 4,449 shares; 2025Q3: 3,104 shares; 2025Q4: 3,104 shares; 2026Q1: 3,057 shares; 2026Q2: 6,804 shares 6,804 $751K 0.02% +3,747 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: not reported; 2024Q4: not reported; 2025Q1: 966 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $724K 0.02% 0 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: 2,025 shares; 2024Q4: 1,878 shares; 2025Q1: 1,611 shares; 2025Q2: 2,111 shares; 2025Q3: 2,110 shares; 2025Q4: 2,139 shares; 2026Q1: 2,160 shares; 2026Q2: 2,139 shares 2,139 $724K 0.02% -21 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares; 2026Q1: 9,250 shares; 2026Q2: 9,250 shares 9,250 $709K 0.02% 0 Timeline FNDF 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: 6,811 shares; 2025Q2: 5,873 shares; 2025Q3: 5,873 shares; 2025Q4: 5,873 shares; 2026Q1: 13,439 shares; 2026Q2: 13,439 shares 13,439 $709K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,485 shares; 2024Q4: 3,337 shares; 2025Q1: 3,329 shares; 2025Q2: 3,375 shares; 2025Q3: 3,166 shares; 2025Q4: 4,338 shares; 2026Q1: 4,338 shares; 2026Q2: 4,338 shares 4,338 $702K 0.02% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 1,374 shares; 2026Q1: 1,383 shares; 2026Q2: 1,613 shares 1,613 $699K 0.02% +230 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: 4,490 shares; 2024Q4: 4,498 shares; 2025Q1: 4,660 shares; 2025Q2: 5,485 shares; 2025Q3: 5,462 shares; 2025Q4: 5,453 shares; 2026Q1: 5,453 shares; 2026Q2: 5,353 shares 5,353 $678K 0.02% -100 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: 541 shares; 2024Q4: 589 shares; 2025Q1: 901 shares; 2025Q2: 1,061 shares; 2025Q3: 1,045 shares; 2025Q4: 1,124 shares; 2026Q1: 1,139 shares; 2026Q2: 1,140 shares 1,140 $642K 0.02% +1 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: 2,050 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,030 shares; 2025Q3: 1,930 shares; 2025Q4: 1,905 shares; 2026Q1: 1,675 shares; 2026Q2: 1,550 shares 1,550 $635K 0.02% -125 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: 5,372 shares; 2024Q4: 5,240 shares; 2025Q1: 5,213 shares; 2025Q2: 5,712 shares; 2025Q3: 5,668 shares; 2025Q4: 5,416 shares; 2026Q1: 5,259 shares; 2026Q2: 4,917 shares 4,917 $632K 0.02% -342 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: 2,231 shares; 2024Q4: 2,011 shares; 2025Q1: 2,011 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: 2,534 shares; 2026Q1: 2,534 shares; 2026Q2: 2,512 shares 2,512 $609K 0.02% -22 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: 1,570 shares; 2024Q4: 2,575 shares; 2025Q1: 2,571 shares; 2025Q2: 2,918 shares; 2025Q3: 2,768 shares; 2025Q4: 1,778 shares; 2026Q1: 1,748 shares; 2026Q2: 1,748 shares 1,748 $550K 0.02% 0 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: 1,785 shares; 2024Q4: 1,798 shares; 2025Q1: 1,963 shares; 2025Q2: 2,493 shares; 2025Q3: 2,493 shares; 2025Q4: 2,479 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $549K 0.02% 0 Timeline SCHX 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: 4,669 shares; 2024Q4: 14,007 shares; 2025Q1: 18,800 shares; 2025Q2: 18,800 shares; 2025Q3: 18,800 shares; 2025Q4: 18,800 shares; 2026Q1: 18,430 shares; 2026Q2: 18,430 shares 18,430 $542K 0.02% 0 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: 1,425 shares; 2024Q4: 1,406 shares; 2025Q1: 1,663 shares; 2025Q2: 1,174 shares; 2025Q3: 1,095 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares; 2026Q2: 1,261 shares 1,261 $537K 0.02% +163 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: 6,673 shares; 2024Q4: 5,986 shares; 2025Q1: 5,829 shares; 2025Q2: 6,942 shares; 2025Q3: 6,885 shares; 2025Q4: 6,960 shares; 2026Q1: 6,983 shares; 2026Q2: 6,110 shares 6,110 $536K 0.02% -873 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: 13,113 shares; 2024Q4: 13,137 shares; 2025Q1: 13,130 shares; 2025Q2: 13,851 shares; 2025Q3: 14,012 shares; 2025Q4: 12,989 shares; 2026Q1: 12,489 shares; 2026Q2: 12,364 shares 12,364 $523K 0.02% -125 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,778 shares; 2024Q4: 22,708 shares; 2025Q1: 23,175 shares; 2025Q2: 23,291 shares; 2025Q3: 23,526 shares; 2025Q4: 21,811 shares; 2026Q1: 21,990 shares; 2026Q2: 21,621 shares 21,621 $521K 0.02% -369 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: 1,226 shares; 2024Q4: 1,140 shares; 2025Q1: 1,302 shares; 2025Q2: 1,479 shares; 2025Q3: 1,533 shares; 2025Q4: 1,436 shares; 2026Q1: 1,315 shares; 2026Q2: 1,225 shares 1,225 $509K 0.02% -90 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: 1,039 shares; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: 2,131 shares; 2025Q3: 2,272 shares; 2025Q4: 2,266 shares; 2026Q1: 2,281 shares; 2026Q2: 2,283 shares 2,283 $503K 0.02% +2 Timeline SPSB 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: 26,409 shares; 2024Q4: 25,058 shares; 2025Q1: 23,097 shares; 2025Q2: 20,592 shares; 2025Q3: 20,166 shares; 2025Q4: 20,166 shares; 2026Q1: 20,166 shares; 2026Q2: 16,694 shares 16,694 $501K 0.02% -3,472 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 206 shares; 2026Q1: 176 shares; 2026Q2: 1,660 shares 1,660 $501K 0.02% +1,484 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: 8,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,308 shares; 2026Q2: 17,308 shares 17,308 $479K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,952 shares; 2025Q1: 18,216 shares; 2025Q2: 16,952 shares; 2025Q3: 16,952 shares; 2025Q4: 16,952 shares; 2026Q1: 21,909 shares; 2026Q2: 20,991 shares 20,991 $478K 0.01% -918 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: 974 shares; 2024Q4: 920 shares; 2025Q1: 1,246 shares; 2025Q2: 1,372 shares; 2025Q3: 1,522 shares; 2025Q4: 1,535 shares; 2026Q1: 1,573 shares; 2026Q2: 1,747 shares 1,747 $475K 0.01% +174 Timeline SMLF 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: 5,149 shares; 2025Q4: 5,149 shares; 2026Q1: 5,149 shares; 2026Q2: 5,149 shares 5,149 $459K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 671 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 914 shares; 2026Q1: 914 shares; 2026Q2: 3,616 shares 3,616 $449K 0.01% +2,702 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: 2,410 shares; 2024Q4: 2,479 shares; 2025Q1: 2,889 shares; 2025Q2: 3,494 shares; 2025Q3: 3,401 shares; 2025Q4: 3,410 shares; 2026Q1: 3,326 shares; 2026Q2: 3,044 shares 3,044 $446K 0.01% -282 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: 1,948 shares 1,948 $436K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 957 shares; 2025Q3: 847 shares; 2025Q4: 855 shares; 2026Q1: 852 shares; 2026Q2: 852 shares 852 $434K 0.01% 0 Timeline FNDX 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: 5,251 shares; 2024Q4: 15,753 shares; 2025Q1: 16,026 shares; 2025Q2: 15,753 shares; 2025Q3: 15,753 shares; 2025Q4: 15,753 shares; 2026Q1: 13,767 shares; 2026Q2: 13,767 shares 13,767 $428K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,650 shares; 2025Q3: 7,650 shares; 2025Q4: 7,616 shares; 2026Q1: 7,616 shares; 2026Q2: 5,616 shares 5,616 $427K 0.01% -2,000 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,461 shares; 2024Q4: 20,507 shares; 2025Q1: 19,975 shares; 2025Q2: 24,592 shares; 2025Q3: 25,165 shares; 2025Q4: 23,848 shares; 2026Q1: 20,582 shares; 2026Q2: 20,582 shares 20,582 $426K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,345 shares; 2024Q4: 6,316 shares; 2025Q1: 6,198 shares; 2025Q2: 6,143 shares; 2025Q3: 6,131 shares; 2025Q4: 5,813 shares; 2026Q1: 5,931 shares; 2026Q2: 5,806 shares 5,806 $426K 0.01% -125 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,134 shares; 2024Q4: 13,135 shares; 2025Q1: 13,138 shares; 2025Q2: 8,947 shares; 2025Q3: 8,981 shares; 2025Q4: 6,161 shares; 2026Q1: 6,142 shares; 2026Q2: 6,142 shares 6,142 $419K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: 975 shares 975 $416K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,191 shares; 2024Q4: 3,859 shares; 2025Q1: 4,571 shares; 2025Q2: 4,528 shares; 2025Q3: 4,533 shares; 2025Q4: 4,505 shares; 2026Q1: 3,763 shares; 2026Q2: 3,735 shares 3,735 $388K 0.01% -28 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 18,414 shares 18,414 $388K 0.01% new 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: 12,432 shares; 2024Q4: 12,433 shares; 2025Q1: 12,021 shares; 2025Q2: 12,877 shares; 2025Q3: 12,906 shares; 2025Q4: 12,830 shares; 2026Q1: 5,864 shares; 2026Q2: 4,664 shares 4,664 $385K 0.01% -1,200 Timeline FNDC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,651 shares; 2026Q2: 7,651 shares 7,651 $372K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,739 shares; 2025Q3: 3,709 shares; 2025Q4: 3,709 shares; 2026Q1: 3,379 shares; 2026Q2: 3,379 shares 3,379 $365K 0.01% 0 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: 2,856 shares; 2024Q4: 2,839 shares; 2025Q1: 3,357 shares; 2025Q2: 3,354 shares; 2025Q3: 3,139 shares; 2025Q4: 3,137 shares; 2026Q1: 2,954 shares; 2026Q2: 2,751 shares 2,751 $359K 0.01% -203 Timeline SCHC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,419 shares; 2026Q2: 7,419 shares 7,419 $357K 0.01% 0 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: 2,052 shares; 2024Q4: 2,058 shares; 2025Q1: 2,054 shares; 2025Q2: 2,043 shares; 2025Q3: 2,058 shares; 2025Q4: 2,059 shares; 2026Q1: 1,894 shares; 2026Q2: 1,894 shares 1,894 $350K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,229 shares; 2024Q4: 3,339 shares; 2025Q1: 3,339 shares; 2025Q2: 3,339 shares; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares; 2026Q1: 3,013 shares; 2026Q2: 2,963 shares 2,963 $348K 0.01% -50 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: 5,421 shares; 2024Q4: 5,614 shares; 2025Q1: 4,819 shares; 2025Q2: 6,111 shares; 2025Q3: 6,478 shares; 2025Q4: 6,081 shares; 2026Q1: 6,188 shares; 2026Q2: 5,835 shares 5,835 $332K 0.01% -353 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: 285 shares 285 $329K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 661 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 661 shares; 2026Q1: 661 shares; 2026Q2: 3,966 shares 3,966 $328K 0.01% +3,305 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,216 shares; 2025Q3: 2,216 shares; 2025Q4: 2,232 shares; 2026Q1: 2,260 shares; 2026Q2: 2,232 shares 2,232 $320K 0.01% -28 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 441 shares 441 $319K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: 546 shares; 2025Q4: 578 shares; 2026Q1: 605 shares; 2026Q2: 596 shares 596 $306K 0.01% -9 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: not reported; 2024Q4: not reported; 2025Q1: 1,295 shares; 2025Q2: 1,327 shares; 2025Q3: 1,384 shares; 2025Q4: 1,378 shares; 2026Q1: 1,375 shares; 2026Q2: 1,374 shares 1,374 $301K 0.01% -1 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,464 shares; 2024Q4: 2,470 shares; 2025Q1: 2,466 shares; 2025Q2: 2,466 shares; 2025Q3: 2,466 shares; 2025Q4: 2,463 shares; 2026Q1: 2,463 shares; 2026Q2: 2,463 shares 2,463 $299K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,870 shares; 2024Q4: 2,795 shares; 2025Q1: 2,455 shares; 2025Q2: 2,455 shares; 2025Q3: 2,575 shares; 2025Q4: 2,589 shares; 2026Q1: 2,589 shares; 2026Q2: 2,524 shares 2,524 $298K 0.01% -65 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: 598 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 570 shares; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 399 shares; 2026Q2: 399 shares 399 $294K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,201 shares; 2026Q2: 1,201 shares 1,201 $286K 0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,457 shares; 2024Q4: 5,048 shares; 2025Q1: 8,144 shares; 2025Q2: 6,438 shares; 2025Q3: 4,479 shares; 2025Q4: 4,479 shares; 2026Q1: 3,995 shares; 2026Q2: 3,995 shares 3,995 $285K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: 498 shares; 2025Q4: 689 shares; 2026Q1: 665 shares; 2026Q2: 665 shares 665 $280K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 785 shares; 2025Q2: 852 shares; 2025Q3: 858 shares; 2025Q4: 842 shares; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $278K 0.01% 0 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: not reported; 2025Q1: 1,627 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 1,851 shares; 2026Q1: 1,535 shares; 2026Q2: 1,535 shares 1,535 $278K 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: 645 shares; 2024Q4: 655 shares; 2025Q1: 654 shares; 2025Q2: 689 shares; 2025Q3: 691 shares; 2025Q4: 674 shares; 2026Q1: 687 shares; 2026Q2: 513 shares 513 $266K 0.01% -174 Timeline FNDE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,351 shares; 2026Q2: 6,351 shares 6,351 $252K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO 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: 1,398 shares; 2026Q2: 1,646 shares 1,646 $251K 0.01% +248 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 1,787 shares 1,787 $250K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 7,160 shares; 2026Q1: 7,227 shares; 2026Q2: 4,671 shares 4,671 $250K 0.01% -2,556 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD 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: 877 shares; 2025Q4: not reported; 2026Q1: 877 shares; 2026Q2: 1,042 shares 1,042 $248K 0.01% +165 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,431 shares; 2025Q3: 2,481 shares; 2025Q4: 2,541 shares; 2026Q1: 2,600 shares; 2026Q2: 2,543 shares 2,543 $245K 0.01% -57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 3,930 shares; 2026Q1: 3,930 shares; 2026Q2: 3,930 shares 3,930 $240K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 791 shares 791 $236K 0.01% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $235K 0.01% 0 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; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 387 shares; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: 281 shares; 2026Q1: not reported; 2026Q2: 1,968 shares 1,968 $235K 0.01% new 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: 351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 473 shares; 2025Q4: 476 shares; 2026Q1: 501 shares; 2026Q2: 458 shares 458 $233K 0.01% -43 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 539 shares 539 $233K 0.01% 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: not reported; 2026Q2: 485 shares 485 $232K 0.01% new 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: 2,580 shares; 2025Q4: 2,580 shares; 2026Q1: not reported; 2026Q2: 2,580 shares 2,580 $227K 0.01% new Timeline VBND ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,185 shares 5,185 $226K 0.01% new 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: 3,127 shares; 2024Q4: 3,173 shares; 2025Q1: 3,115 shares; 2025Q2: 3,274 shares; 2025Q3: 3,288 shares; 2025Q4: 3,288 shares; 2026Q1: 3,209 shares; 2026Q2: 2,483 shares 2,483 $225K 0.01% -726 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 315 shares 315 $225K 0.01% new Timeline DE DEERE & CO More: the full row for DEERE & CO 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: 353 shares 353 $224K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,307 shares 2,307 $222K 0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,570 shares; 2024Q4: 9,310 shares; 2025Q1: 9,310 shares; 2025Q2: 9,575 shares; 2025Q3: 7,575 shares; 2025Q4: 7,814 shares; 2026Q1: 6,049 shares; 2026Q2: 6,049 shares 6,049 $222K 0.01% 0 Timeline VGIT 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: not reported; 2026Q2: 3,759 shares 3,759 $222K 0.01% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,891 shares; 2026Q2: 6,891 shares 6,891 $219K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD 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: 2,782 shares; 2025Q4: 2,762 shares; 2026Q1: 2,728 shares; 2026Q2: 2,797 shares 2,797 $211K 0.01% +69 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 3,885 shares; 2026Q2: 3,885 shares 3,885 $211K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 941 shares 941 $210K 0.01% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,512 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,115 shares 3,115 $207K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,943 shares; 2025Q2: 2,952 shares; 2025Q3: 2,952 shares; 2025Q4: 2,952 shares; 2026Q1: 2,818 shares; 2026Q2: 2,818 shares 2,818 $207K 0.01% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,400 shares 4,400 $207K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 420 shares 420 $206K 0.01% new Timeline ITOT 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: 1,253 shares 1,253 $206K 0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA 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: 3,877 shares; 2025Q3: 4,097 shares; 2025Q4: 3,663 shares; 2026Q1: 3,163 shares; 2026Q2: 2,826 shares 2,826 $203K 0.01% -337 Timeline ITT ITT INC More: the full row for ITT 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: 1,223 shares; 2025Q4: 1,223 shares; 2026Q1: 1,223 shares; 2026Q2: 1,023 shares 1,023 $202K 0.01% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $202K 0.01% 0 Timeline SPYV 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: not reported; 2026Q1: not reported; 2026Q2: 3,317 shares 3,317 $202K 0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 1,230 shares 1,230 $200K 0.01% new Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $136K <0.01% 0 Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $30.2K <0.01% 0 Timeline