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: 993,643 shares; 2024Q4: 2,992,754 shares; 2025Q1: 2,940,932 shares; 2025Q2: 2,949,522 shares; 2025Q3: 3,414,766 shares; 2025Q4: 3,405,743 shares; 2026Q1: 3,500,440 shares; 2026Q2: 3,567,346 shares 3,567,346 $105M 12.71% +66,906 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,895,577 shares; 2024Q4: 2,866,625 shares; 2025Q1: 2,748,362 shares; 2025Q2: 2,702,281 shares; 2025Q3: 2,650,924 shares; 2025Q4: 2,487,016 shares; 2026Q1: 2,380,620 shares; 2026Q2: 2,351,350 shares 2,351,350 $104M 12.63% -29,270 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 734,967 shares; 2024Q4: 767,095 shares; 2025Q1: 769,046 shares; 2025Q2: 824,036 shares; 2025Q3: 859,168 shares; 2025Q4: 905,119 shares; 2026Q1: 943,173 shares; 2026Q2: 994,500 shares 994,500 $98.4M 11.92% +51,327 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829,656 shares; 2024Q4: 1,846,764 shares; 2025Q1: 1,811,961 shares; 2025Q2: 1,824,109 shares; 2025Q3: 1,111,458 shares; 2025Q4: 1,078,128 shares; 2026Q1: 1,115,216 shares; 2026Q2: 1,134,778 shares 1,134,778 $58.7M 7.1% +19,562 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,730 shares; 2024Q4: 168,185 shares; 2025Q1: 164,919 shares; 2025Q2: 164,750 shares; 2025Q3: 258,036 shares; 2025Q4: 259,483 shares; 2026Q1: 272,542 shares; 2026Q2: 275,265 shares 275,265 $37.9M 4.58% +2,723 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,110 shares; 2024Q4: 210,143 shares; 2025Q1: 207,289 shares; 2025Q2: 210,816 shares; 2025Q3: 262,856 shares; 2025Q4: 268,250 shares; 2026Q1: 278,706 shares; 2026Q2: 288,300 shares 288,300 $35.9M 4.34% +9,594 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,967 shares; 2024Q4: 167,139 shares; 2025Q1: 168,703 shares; 2025Q2: 175,147 shares; 2025Q3: 182,117 shares; 2025Q4: 183,699 shares; 2026Q1: 186,234 shares; 2026Q2: 170,213 shares 170,213 $34M 4.12% -16,021 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,848 shares; 2024Q4: 264,717 shares; 2025Q1: 265,571 shares; 2025Q2: 280,487 shares; 2025Q3: 295,180 shares; 2025Q4: 322,208 shares; 2026Q1: 332,809 shares; 2026Q2: 336,456 shares 336,456 $32.1M 3.89% +3,647 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005,201 shares; 2024Q4: 1,002,222 shares; 2025Q1: 948,582 shares; 2025Q2: 950,768 shares; 2025Q3: 945,802 shares; 2025Q4: 884,890 shares; 2026Q1: 852,469 shares; 2026Q2: 844,650 shares 844,650 $31.1M 3.77% -7,819 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,782 shares; 2024Q4: 230,320 shares; 2025Q1: 231,123 shares; 2025Q2: 247,604 shares; 2025Q3: 259,900 shares; 2025Q4: 268,260 shares; 2026Q1: 280,334 shares; 2026Q2: 297,555 shares 297,555 $28.1M 3.4% +17,221 Timeline SCHB 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: 290,724 shares; 2024Q4: 877,441 shares; 2025Q1: 854,807 shares; 2025Q2: 881,493 shares; 2025Q3: 897,719 shares; 2025Q4: 895,438 shares; 2026Q1: 921,285 shares; 2026Q2: 937,426 shares 937,426 $27.1M 3.29% +16,141 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: 109,498 shares; 2024Q4: 110,758 shares; 2025Q1: 108,364 shares; 2025Q2: 108,297 shares; 2025Q3: 113,099 shares; 2025Q4: 110,775 shares; 2026Q1: 113,406 shares; 2026Q2: 115,000 shares 115,000 $25.2M 3.05% +1,594 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: 235,027 shares; 2024Q4: 242,428 shares; 2025Q1: 240,951 shares; 2025Q2: 244,076 shares; 2025Q3: 284,727 shares; 2025Q4: 281,328 shares; 2026Q1: 286,940 shares; 2026Q2: 276,484 shares 276,484 $22.9M 2.77% -10,456 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,818 shares; 2024Q4: 169,443 shares; 2025Q1: 166,753 shares; 2025Q2: 167,007 shares; 2025Q3: 234,655 shares; 2025Q4: 231,096 shares; 2026Q1: 236,180 shares; 2026Q2: 241,314 shares 241,314 $18.5M 2.24% +5,134 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: 219,910 shares; 2024Q4: 220,295 shares; 2025Q1: 199,472 shares; 2025Q2: 208,214 shares; 2025Q3: 200,095 shares; 2025Q4: 172,905 shares; 2026Q1: 171,618 shares; 2026Q2: 152,797 shares 152,797 $16.4M 1.99% -18,821 Timeline SCHO 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: 214,561 shares; 2024Q4: 449,114 shares; 2025Q1: 447,392 shares; 2025Q2: 470,193 shares; 2025Q3: 498,390 shares; 2025Q4: 520,155 shares; 2026Q1: 542,653 shares; 2026Q2: 582,657 shares 582,657 $14.1M 1.7% +40,004 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: 42,283 shares; 2024Q4: 41,996 shares; 2025Q1: 39,990 shares; 2025Q2: 40,545 shares; 2025Q3: 40,089 shares; 2025Q4: 38,021 shares; 2026Q1: 38,016 shares; 2026Q2: 38,156 shares 38,156 $11.5M 1.39% +140 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: 35,731 shares; 2024Q4: 44,558 shares; 2025Q1: 39,465 shares; 2025Q2: 40,169 shares; 2025Q3: 38,455 shares; 2025Q4: 36,956 shares; 2026Q1: 37,491 shares; 2026Q2: 36,455 shares 36,455 $10.5M 1.28% -1,036 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: not reported; 2024Q4: 130,248 shares; 2025Q1: 129,112 shares; 2025Q2: 128,440 shares; 2025Q3: 82,403 shares; 2025Q4: 80,687 shares; 2026Q1: 79,104 shares; 2026Q2: 78,167 shares 78,167 $9.48M 1.15% -937 Timeline SCHM 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: 91,769 shares; 2024Q4: 272,555 shares; 2025Q1: 264,817 shares; 2025Q2: 272,675 shares; 2025Q3: 265,513 shares; 2025Q4: 242,388 shares; 2026Q1: 233,042 shares; 2026Q2: 230,886 shares 230,886 $8.51M 1.03% -2,156 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: 15,039 shares; 2024Q4: 15,032 shares; 2025Q1: 13,922 shares; 2025Q2: 13,855 shares; 2025Q3: 13,855 shares; 2025Q4: 5,657 shares; 2026Q1: 5,898 shares; 2026Q2: 18,686 shares 18,686 $6.91M 0.84% +12,788 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: 82,461 shares; 2024Q4: 81,190 shares; 2025Q1: 76,082 shares; 2025Q2: 79,141 shares; 2025Q3: 75,349 shares; 2025Q4: 70,474 shares; 2026Q1: 69,709 shares; 2026Q2: 61,596 shares 61,596 $6.56M 0.79% -8,113 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,072 shares; 2024Q4: 36,901 shares; 2025Q1: 43,886 shares; 2025Q2: 47,885 shares; 2025Q3: 55,561 shares; 2025Q4: 65,703 shares; 2026Q1: 69,990 shares; 2026Q2: 70,708 shares 70,708 $5.82M 0.7% +718 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: 9,061 shares; 2024Q4: 8,726 shares; 2025Q1: 8,181 shares; 2025Q2: 7,980 shares; 2025Q3: 7,239 shares; 2025Q4: 6,987 shares; 2026Q1: 6,850 shares; 2026Q2: 6,759 shares 6,759 $5.06M 0.61% -91 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: 24,514 shares; 2024Q4: 22,794 shares; 2025Q1: 20,233 shares; 2025Q2: 27,726 shares; 2025Q3: 19,656 shares; 2025Q4: 19,037 shares; 2026Q1: 21,097 shares; 2026Q2: 21,787 shares 21,787 $4.36M 0.53% +690 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: 7,467 shares; 2024Q4: 7,546 shares; 2025Q1: 7,045 shares; 2025Q2: 7,817 shares; 2025Q3: 7,095 shares; 2025Q4: 6,868 shares; 2026Q1: 7,193 shares; 2026Q2: 7,447 shares 7,447 $2.78M 0.34% +254 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: 3,614 shares; 2024Q4: 3,618 shares; 2025Q1: 3,423 shares; 2025Q2: 3,425 shares; 2025Q3: 3,518 shares; 2025Q4: 2,838 shares; 2026Q1: 3,566 shares; 2026Q2: 3,640 shares 3,640 $2.5M 0.3% +74 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,813 shares; 2024Q4: 43,702 shares; 2025Q1: 37,462 shares; 2025Q2: 35,954 shares; 2025Q3: 32,677 shares; 2025Q4: 31,433 shares; 2026Q1: 29,606 shares; 2026Q2: 29,289 shares 29,289 $2.45M 0.3% -317 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: 8,322 shares; 2024Q4: 9,067 shares; 2025Q1: 7,411 shares; 2025Q2: 8,772 shares; 2025Q3: 7,818 shares; 2025Q4: 7,473 shares; 2026Q1: 8,284 shares; 2026Q2: 8,881 shares 8,881 $2.12M 0.26% +597 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: 99,927 shares; 2024Q4: 94,648 shares; 2025Q1: 94,648 shares; 2025Q2: 93,081 shares; 2025Q3: 93,006 shares; 2025Q4: 41,165 shares; 2026Q1: 41,165 shares; 2026Q2: 41,159 shares 41,159 $2.08M 0.25% -6 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: 8,094 shares; 2024Q4: 8,441 shares; 2025Q1: 7,358 shares; 2025Q2: 8,097 shares; 2025Q3: 7,201 shares; 2025Q4: 5,322 shares; 2026Q1: 5,012 shares; 2026Q2: 5,174 shares 5,174 $1.85M 0.22% +162 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: 6,251 shares; 2024Q4: 6,241 shares; 2025Q1: 6,111 shares; 2025Q2: 6,143 shares; 2025Q3: 5,519 shares; 2025Q4: 5,462 shares; 2026Q1: 5,430 shares; 2026Q2: 5,222 shares 5,222 $1.84M 0.22% -208 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: 6,842 shares; 2024Q4: 6,886 shares; 2025Q1: 6,780 shares; 2025Q2: 6,468 shares; 2025Q3: 6,245 shares; 2025Q4: 5,971 shares; 2026Q1: 6,011 shares; 2026Q2: 6,030 shares 6,030 $1.8M 0.22% +19 Timeline NVR NVR INC More: the full row for NVR 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: 262 shares; 2026Q2: 262 shares 262 $1.79M 0.22% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,686 shares; 2024Q4: 25,730 shares; 2025Q1: 26,009 shares; 2025Q2: 25,821 shares; 2025Q3: 19,762 shares; 2025Q4: 19,806 shares; 2026Q1: 20,191 shares; 2026Q2: 20,809 shares 20,809 $1.78M 0.22% +618 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: 11,418 shares; 2024Q4: 11,378 shares; 2025Q1: 11,480 shares; 2025Q2: 10,483 shares; 2025Q3: 9,918 shares; 2025Q4: 9,561 shares; 2026Q1: 9,531 shares; 2026Q2: 9,531 shares 9,531 $1.57M 0.19% 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: 4,227 shares; 2024Q4: 3,854 shares; 2025Q1: 3,866 shares; 2025Q2: 3,878 shares; 2025Q3: 3,663 shares; 2025Q4: 3,647 shares; 2026Q1: 3,797 shares; 2026Q2: 3,898 shares 3,898 $1.47M 0.18% +101 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: 17,099 shares; 2024Q4: 18,149 shares; 2025Q1: 18,371 shares; 2025Q2: 18,995 shares; 2025Q3: 19,980 shares; 2025Q4: 20,065 shares; 2026Q1: 19,881 shares; 2026Q2: 19,139 shares 19,139 $1.4M 0.17% -742 Timeline MRBK MERIDIAN CORP More: the full row for MERIDIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,976 shares; 2024Q4: 143,834 shares; 2025Q1: 120,380 shares; 2025Q2: 139,726 shares; 2025Q3: 72,230 shares; 2025Q4: 66,839 shares; 2026Q1: 66,839 shares; 2026Q2: 66,850 shares 66,850 $1.34M 0.16% +11 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: 4,087 shares; 2024Q4: 4,068 shares; 2025Q1: 3,844 shares; 2025Q2: 4,573 shares; 2025Q3: 3,767 shares; 2025Q4: 3,596 shares; 2026Q1: 3,708 shares; 2026Q2: 3,752 shares 3,752 $1.33M 0.16% +44 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: 3,790 shares; 2024Q4: 3,009 shares; 2025Q1: 2,983 shares; 2025Q2: 3,850 shares; 2025Q3: 2,862 shares; 2025Q4: 2,877 shares; 2026Q1: 3,017 shares; 2026Q2: 2,273 shares 2,273 $1.32M 0.16% -744 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: 30,864 shares; 2024Q4: 30,924 shares; 2025Q1: 25,454 shares; 2025Q2: 25,502 shares; 2025Q3: 25,610 shares; 2025Q4: 21,390 shares; 2026Q1: 21,057 shares; 2026Q2: 26,791 shares 26,791 $1.24M 0.15% +5,734 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: 21,292 shares; 2024Q4: 60,549 shares; 2025Q1: 65,819 shares; 2025Q2: 67,962 shares; 2025Q3: 49,338 shares; 2025Q4: 35,532 shares; 2026Q1: 35,966 shares; 2026Q2: 35,975 shares 35,975 $1.14M 0.14% +9 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: 2,638 shares; 2024Q4: 2,678 shares; 2025Q1: 2,525 shares; 2025Q2: 2,938 shares; 2025Q3: 2,516 shares; 2025Q4: 1,818 shares; 2026Q1: 1,786 shares; 2026Q2: 1,857 shares 1,857 $1.05M 0.13% +71 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: 701 shares; 2026Q2: 836 shares 836 $965K 0.12% +135 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,237 shares; 2024Q4: 2,261 shares; 2025Q1: 2,262 shares; 2025Q2: 1,994 shares; 2025Q3: 2,033 shares; 2025Q4: 1,987 shares; 2026Q1: 2,018 shares; 2026Q2: 2,284 shares 2,284 $961K 0.12% +266 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: 5,744 shares; 2024Q4: 5,662 shares; 2025Q1: 5,078 shares; 2025Q2: 4,858 shares; 2025Q3: 3,551 shares; 2025Q4: 3,360 shares; 2026Q1: 3,197 shares; 2026Q2: 3,152 shares 3,152 $955K 0.12% -45 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: 3,840 shares; 2024Q4: 3,382 shares; 2025Q1: 3,188 shares; 2025Q2: 5,417 shares; 2025Q3: 2,969 shares; 2025Q4: 2,843 shares; 2026Q1: 2,828 shares; 2026Q2: 2,836 shares 2,836 $928K 0.11% +8 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: 2,051 shares; 2024Q4: 2,552 shares; 2025Q1: 2,552 shares; 2025Q2: 2,552 shares; 2025Q3: 2,552 shares; 2025Q4: 2,442 shares; 2026Q1: 2,442 shares; 2026Q2: 2,442 shares 2,442 $900K 0.11% 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; 2024Q3: 2,682 shares; 2024Q4: 2,919 shares; 2025Q1: 2,578 shares; 2025Q2: 2,650 shares; 2025Q3: 2,486 shares; 2025Q4: 2,496 shares; 2026Q1: 3,311 shares; 2026Q2: 3,306 shares 3,306 $840K 0.1% -5 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: 7,237 shares; 2024Q4: 7,262 shares; 2025Q1: 6,716 shares; 2025Q2: 6,238 shares; 2025Q3: 6,132 shares; 2025Q4: 5,510 shares; 2026Q1: 5,616 shares; 2026Q2: 5,688 shares 5,688 $778K 0.09% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317 shares; 2025Q3: 467 shares; 2025Q4: 612 shares; 2026Q1: 786 shares; 2026Q2: 6,296 shares 6,296 $753K 0.09% +5,510 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.09% 0 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,934 shares; 2025Q2: 10,934 shares; 2025Q3: 10,927 shares; 2025Q4: 10,890 shares; 2026Q1: 10,890 shares; 2026Q2: 10,890 shares 10,890 $731K 0.09% 0 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: 666 shares; 2024Q4: 672 shares; 2025Q1: 625 shares; 2025Q2: 668 shares; 2025Q3: 576 shares; 2025Q4: 560 shares; 2026Q1: 576 shares; 2026Q2: 607 shares 607 $728K 0.09% +31 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: 5,027 shares; 2024Q4: 5,219 shares; 2025Q1: 4,937 shares; 2025Q2: 5,006 shares; 2025Q3: 2,650 shares; 2025Q4: 2,577 shares; 2026Q1: 2,794 shares; 2026Q2: 2,807 shares 2,807 $706K 0.09% +13 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,581 shares; 2024Q4: 27,581 shares; 2025Q1: 27,581 shares; 2025Q2: 27,520 shares; 2025Q3: 27,520 shares; 2025Q4: 27,520 shares; 2026Q1: 27,520 shares; 2026Q2: 27,542 shares 27,542 $666K 0.08% +22 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: 1,665 shares; 2024Q4: 2,287 shares; 2025Q1: 1,905 shares; 2025Q2: 2,019 shares; 2025Q3: 3,437 shares; 2025Q4: 3,185 shares; 2026Q1: 2,959 shares; 2026Q2: 3,001 shares 3,001 $654K 0.08% +42 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: 2,003 shares; 2024Q4: 1,940 shares; 2025Q1: 1,753 shares; 2025Q2: 1,758 shares; 2025Q3: 1,763 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares; 2026Q2: 7,738 shares 7,738 $623K 0.08% +5,867 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: 3,338 shares; 2024Q4: 2,901 shares; 2025Q1: 2,562 shares; 2025Q2: 2,295 shares; 2025Q3: 2,074 shares; 2025Q4: 2,596 shares; 2026Q1: 2,598 shares; 2026Q2: 2,600 shares 2,600 $615K 0.07% +2 Timeline VXF 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: 4,162 shares; 2024Q4: 3,902 shares; 2025Q1: 2,926 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares; 2026Q1: 2,608 shares; 2026Q2: 2,398 shares 2,398 $590K 0.07% -210 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 920 shares; 2026Q2: 790 shares 790 $582K 0.07% -130 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,046 shares; 2024Q4: 5,482 shares; 2025Q1: 4,705 shares; 2025Q2: 4,804 shares; 2025Q3: 4,647 shares; 2025Q4: 4,477 shares; 2026Q1: 4,675 shares; 2026Q2: 4,749 shares 4,749 $538K 0.07% +74 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,055 shares; 2024Q4: 14,221 shares; 2025Q1: 12,422 shares; 2025Q2: 12,441 shares; 2025Q3: 11,410 shares; 2025Q4: 10,298 shares; 2026Q1: 9,891 shares; 2026Q2: 9,831 shares 9,831 $538K 0.07% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,610 shares; 2026Q2: 5,834 shares 5,834 $535K 0.06% +224 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: 1,140 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 722 shares; 2026Q2: 716 shares 716 $517K 0.06% -6 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: 1,829 shares; 2024Q4: 1,833 shares; 2025Q1: 1,788 shares; 2025Q2: 1,790 shares; 2025Q3: 1,773 shares; 2025Q4: 1,772 shares; 2026Q1: 1,454 shares; 2026Q2: 1,265 shares 1,265 $515K 0.06% -189 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: not reported; 2024Q4: 3,609 shares; 2025Q1: 3,267 shares; 2025Q2: 3,419 shares; 2025Q3: 3,270 shares; 2025Q4: 4,726 shares; 2026Q1: 4,799 shares; 2026Q2: 4,219 shares 4,219 $496K 0.06% -580 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,545 shares; 2024Q4: 1,507 shares; 2025Q1: 1,412 shares; 2025Q2: 1,488 shares; 2025Q3: 1,403 shares; 2025Q4: 1,362 shares; 2026Q1: 1,354 shares; 2026Q2: 1,435 shares 1,435 $492K 0.06% +81 Timeline SCHA 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: 9,827 shares; 2024Q4: 19,492 shares; 2025Q1: 16,562 shares; 2025Q2: 17,160 shares; 2025Q3: 17,104 shares; 2025Q4: 13,250 shares; 2026Q1: 13,251 shares; 2026Q2: 13,251 shares 13,251 $479K 0.06% 0 Timeline VGSH 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: 6,648 shares; 2024Q4: 7,428 shares; 2025Q1: 7,496 shares; 2025Q2: 7,525 shares; 2025Q3: 8,182 shares; 2025Q4: 8,344 shares; 2026Q1: 8,344 shares; 2026Q2: 8,073 shares 8,073 $470K 0.06% -271 Timeline VMBS 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: 8,485 shares; 2024Q4: 9,489 shares; 2025Q1: 9,615 shares; 2025Q2: 9,672 shares; 2025Q3: 10,305 shares; 2025Q4: 10,354 shares; 2026Q1: 10,354 shares; 2026Q2: 10,022 shares 10,022 $469K 0.06% -332 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: 591 shares; 2024Q4: 867 shares; 2025Q1: 732 shares; 2025Q2: 710 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 906 shares; 2026Q2: 5,436 shares 5,436 $468K 0.06% +4,530 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: 590 shares; 2024Q4: 615 shares; 2025Q1: 635 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 626 shares; 2026Q2: 626 shares 626 $468K 0.06% 0 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: 1,855 shares; 2024Q4: 1,853 shares; 2025Q1: 1,770 shares; 2025Q2: 1,797 shares; 2025Q3: 1,788 shares; 2025Q4: 1,784 shares; 2026Q1: 1,780 shares; 2026Q2: 1,705 shares 1,705 $461K 0.06% -75 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111 shares; 2024Q4: 1,111 shares; 2025Q1: 1,111 shares; 2025Q2: 1,111 shares; 2025Q3: 1,111 shares; 2025Q4: 1,111 shares; 2026Q1: 1,111 shares; 2026Q2: 1,111 shares 1,111 $455K 0.06% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,046 shares 3,046 $425K 0.05% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 4,051 shares; 2026Q1: 4,070 shares; 2026Q2: 4,161 shares 4,161 $423K 0.05% +91 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 833 shares; 2026Q2: 827 shares 827 $422K 0.05% -6 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: 2,205 shares; 2024Q4: 2,231 shares; 2025Q1: 2,062 shares; 2025Q2: 2,112 shares; 2025Q3: 2,007 shares; 2025Q4: 1,947 shares; 2026Q1: 2,229 shares; 2026Q2: 2,218 shares 2,218 $421K 0.05% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374 shares; 2026Q1: 386 shares; 2026Q2: 393 shares 393 $418K 0.05% +7 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: 1,871 shares; 2024Q4: 1,872 shares; 2025Q1: 1,894 shares; 2025Q2: 1,817 shares; 2025Q3: 1,791 shares; 2025Q4: 1,750 shares; 2026Q1: 1,868 shares; 2026Q2: 1,837 shares 1,837 $405K 0.05% -31 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: 1,711 shares; 2024Q4: 1,781 shares; 2025Q1: 1,998 shares; 2025Q2: 2,060 shares; 2025Q3: 1,885 shares; 2025Q4: 1,726 shares; 2026Q1: 2,168 shares; 2026Q2: 2,233 shares 2,233 $404K 0.05% +65 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: 2,394 shares; 2024Q4: 2,407 shares; 2025Q1: 2,265 shares; 2025Q2: 2,285 shares; 2025Q3: 2,233 shares; 2025Q4: 2,133 shares; 2026Q1: 2,204 shares; 2026Q2: 2,637 shares 2,637 $386K 0.05% +433 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: 681 shares; 2024Q4: 680 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 863 shares; 2026Q1: 891 shares; 2026Q2: 863 shares 863 $368K 0.04% -28 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: 8,335 shares; 2024Q4: 8,450 shares; 2025Q1: 7,915 shares; 2025Q2: 7,825 shares; 2025Q3: 6,311 shares; 2025Q4: 6,645 shares; 2026Q1: 6,299 shares; 2026Q2: 6,192 shares 6,192 $353K 0.04% -107 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: 8,236 shares; 2024Q4: 12,141 shares; 2025Q1: 4,586 shares; 2025Q2: 5,851 shares; 2025Q3: 5,799 shares; 2025Q4: 5,040 shares; 2026Q1: 5,040 shares; 2026Q2: 4,940 shares 4,940 $352K 0.04% -100 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: 406 shares; 2024Q4: 408 shares; 2025Q1: 412 shares; 2025Q2: 390 shares; 2025Q3: 367 shares; 2025Q4: 342 shares; 2026Q1: 373 shares; 2026Q2: 376 shares 376 $352K 0.04% +3 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: 1,325 shares; 2024Q4: 1,446 shares; 2025Q1: 1,548 shares; 2025Q2: 1,803 shares; 2025Q3: 1,358 shares; 2025Q4: 1,667 shares; 2026Q1: 1,791 shares; 2026Q2: 1,605 shares 1,605 $347K 0.04% -186 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: 903 shares; 2024Q4: 904 shares; 2025Q1: not reported; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 1,805 shares; 2026Q1: 1,805 shares; 2026Q2: 1,805 shares 1,805 $344K 0.04% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,496 shares; 2024Q4: 4,496 shares; 2025Q1: 4,496 shares; 2025Q2: 4,496 shares; 2025Q3: 4,496 shares; 2025Q4: 4,109 shares; 2026Q1: 4,109 shares; 2026Q2: 4,109 shares 4,109 $337K 0.04% 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: not reported; 2026Q1: not reported; 2026Q2: 742 shares 742 $322K 0.04% new 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: 869 shares; 2024Q4: 875 shares; 2025Q1: 789 shares; 2025Q2: not reported; 2025Q3: 817 shares; 2025Q4: 781 shares; 2026Q1: not reported; 2026Q2: 771 shares 771 $320K 0.04% 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: 769 shares; 2024Q4: 778 shares; 2025Q1: 650 shares; 2025Q2: 669 shares; 2025Q3: 632 shares; 2025Q4: 602 shares; 2026Q1: 613 shares; 2026Q2: 618 shares 618 $317K 0.04% +5 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: 1,334 shares; 2024Q4: 1,342 shares; 2025Q1: 1,293 shares; 2025Q2: 1,302 shares; 2025Q3: 1,279 shares; 2025Q4: 1,274 shares; 2026Q1: 1,285 shares; 2026Q2: 1,278 shares 1,278 $315K 0.04% -7 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 137 shares 137 $312K 0.04% new Timeline SCHZ 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: 14,798 shares; 2024Q4: 29,622 shares; 2025Q1: 29,737 shares; 2025Q2: 29,132 shares; 2025Q3: 16,481 shares; 2025Q4: 15,376 shares; 2026Q1: 13,507 shares; 2026Q2: 13,006 shares 13,006 $301K 0.04% -501 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 279 shares; 2025Q4: 284 shares; 2026Q1: 280 shares; 2026Q2: 288 shares 288 $292K 0.04% +8 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: 3,867 shares; 2024Q4: 4,564 shares; 2025Q1: 3,657 shares; 2025Q2: 3,656 shares; 2025Q3: 2,520 shares; 2025Q4: 2,116 shares; 2026Q1: 2,031 shares; 2026Q2: 1,973 shares 1,973 $289K 0.04% -58 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: 2,557 shares; 2024Q4: 2,967 shares; 2025Q1: 2,374 shares; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 2,188 shares; 2026Q1: 2,205 shares; 2026Q2: 2,133 shares 2,133 $274K 0.03% -72 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: 1,139 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 736 shares; 2025Q4: 709 shares; 2026Q1: 708 shares; 2026Q2: 722 shares 722 $270K 0.03% +14 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: 3,638 shares; 2024Q4: 4,265 shares; 2025Q1: 3,346 shares; 2025Q2: 3,475 shares; 2025Q3: 3,163 shares; 2025Q4: 3,238 shares; 2026Q1: 3,269 shares; 2026Q2: 3,264 shares 3,264 $265K 0.03% -5 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: 3,116 shares; 2024Q4: 3,171 shares; 2025Q1: 3,087 shares; 2025Q2: 3,107 shares; 2025Q3: 1,832 shares; 2025Q4: 1,857 shares; 2026Q1: 1,887 shares; 2026Q2: 2,006 shares 2,006 $254K 0.03% +119 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: 1,334 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,275 shares; 2025Q3: 1,262 shares; 2025Q4: 1,250 shares; 2026Q1: 1,230 shares; 2026Q2: 1,216 shares 1,216 $245K 0.03% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,363 shares 2,363 $242K 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 205 shares 205 $241K 0.03% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 794 shares 794 $240K 0.03% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349 shares; 2024Q4: 353 shares; 2025Q1: 325 shares; 2025Q2: 340 shares; 2025Q3: 317 shares; 2025Q4: 3,206 shares; 2026Q1: 3,452 shares; 2026Q2: 3,300 shares 3,300 $236K 0.03% -152 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: 472 shares; 2024Q4: not reported; 2025Q1: 438 shares; 2025Q2: 455 shares; 2025Q3: 439 shares; 2025Q4: not reported; 2026Q1: 446 shares; 2026Q2: 450 shares 450 $234K 0.03% +4 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 363 shares 363 $232K 0.03% new Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS 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: 9,778 shares; 2026Q2: 9,777 shares 9,777 $231K 0.03% -1 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 3,909 shares; 2025Q1: 3,830 shares; 2025Q2: 3,779 shares; 2025Q3: 2,098 shares; 2025Q4: 1,601 shares; 2026Q1: 1,655 shares; 2026Q2: 1,696 shares 1,696 $230K 0.03% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,450 shares 1,450 $229K 0.03% -250 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: 4,499 shares; 2025Q3: 4,514 shares; 2025Q4: 4,554 shares; 2026Q1: 2,993 shares; 2026Q2: 2,993 shares 2,993 $226K 0.03% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 449 shares; 2026Q1: not reported; 2026Q2: 1,796 shares 1,796 $223K 0.03% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,421 shares; 2024Q4: 2,436 shares; 2025Q1: not reported; 2025Q2: 2,414 shares; 2025Q3: 2,559 shares; 2025Q4: 2,505 shares; 2026Q1: 2,511 shares; 2026Q2: 2,744 shares 2,744 $223K 0.03% +233 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 732 shares 732 $218K 0.03% new 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: 2,051 shares; 2024Q4: 2,154 shares; 2025Q1: 1,306 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,333 shares; 2026Q2: 1,285 shares 1,285 $213K 0.03% -48 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: not reported; 2024Q4: 2,949 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,203 shares; 2026Q1: not reported; 2026Q2: 1,018 shares 1,018 $213K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 630 shares 630 $208K 0.03% new 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: 513 shares; 2024Q4: 442 shares; 2025Q1: 430 shares; 2025Q2: not reported; 2025Q3: 424 shares; 2025Q4: 421 shares; 2026Q1: 418 shares; 2026Q2: 413 shares 413 $207K 0.03% -5 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 606 shares 606 $207K 0.03% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 520 shares 520 $206K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,362 shares; 2026Q2: 2,112 shares 2,112 $204K 0.02% -250 Timeline VERX VERTEX INC More: the full row for VERTEX 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: 18,453 shares; 2026Q2: 16,785 shares 16,785 $193K 0.02% -1,668 Timeline