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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,849 shares; 2025Q3: 15,289 shares; 2025Q4: 16,824 shares; 2026Q1: 19,960 shares; 2026Q2: 20,736 shares 20,736 $15.5M 10.84% +776 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 75,693 shares; 2025Q3: 80,197 shares; 2025Q4: 83,522 shares; 2026Q1: 98,565 shares; 2026Q2: 107,267 shares 107,267 $10.6M 7.43% +8,702 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 101,598 shares; 2025Q3: 110,506 shares; 2025Q4: 111,760 shares; 2026Q1: 123,191 shares; 2026Q2: 128,393 shares 128,393 $10.4M 7.31% +5,202 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 75,960 shares; 2025Q3: 92,992 shares; 2025Q4: 101,748 shares; 2026Q1: 120,651 shares; 2026Q2: 127,559 shares 127,559 $9.71M 6.8% +6,908 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 70,822 shares; 2025Q3: 75,014 shares; 2025Q4: 78,224 shares; 2026Q1: 83,826 shares; 2026Q2: 83,210 shares 83,210 $8.03M 5.62% -616 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 66,986 shares; 2025Q3: 72,348 shares; 2025Q4: 73,654 shares; 2026Q1: 79,477 shares; 2026Q2: 82,988 shares 82,988 $7.4M 5.18% +3,511 Timeline JPST 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 65,491 shares; 2025Q3: 73,358 shares; 2025Q4: 82,095 shares; 2026Q1: 109,507 shares; 2026Q2: 125,148 shares 125,148 $6.33M 4.43% +15,641 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,022 shares; 2025Q3: 31,914 shares; 2025Q4: 31,466 shares; 2026Q1: 25,204 shares; 2026Q2: 22,887 shares 22,887 $4.99M 3.49% -2,317 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 249,976 shares; 2025Q3: 208,456 shares; 2025Q4: 185,988 shares; 2026Q1: 180,295 shares; 2026Q2: 159,235 shares 159,235 $4.61M 3.23% -21,060 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 44,517 shares; 2025Q3: 72,584 shares; 2025Q4: 83,713 shares; 2026Q1: 104,298 shares; 2026Q2: 116,492 shares 116,492 $4.21M 2.95% +12,194 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,349 shares; 2025Q3: 15,758 shares; 2025Q4: 13,118 shares; 2026Q1: 11,039 shares; 2026Q2: 10,341 shares 10,341 $3.83M 2.68% -698 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,099 shares; 2025Q3: 6,641 shares; 2025Q4: 7,895 shares; 2026Q1: 10,139 shares; 2026Q2: 46,442 shares 46,442 $3.74M 2.62% +36,303 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 46,792 shares; 2025Q3: 49,014 shares; 2025Q4: 54,175 shares; 2026Q1: 67,458 shares; 2026Q2: 70,882 shares 70,882 $3.59M 2.51% +3,424 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 36,909 shares; 2025Q3: 38,430 shares; 2025Q4: 44,720 shares; 2026Q1: 55,048 shares; 2026Q2: 69,173 shares 69,173 $3.5M 2.45% +14,125 Timeline VT 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,156 shares; 2025Q3: 20,408 shares; 2025Q4: 20,713 shares; 2026Q1: 20,737 shares; 2026Q2: 20,796 shares 20,796 $3.26M 2.29% +59 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,385 shares; 2025Q3: 4,563 shares; 2025Q4: 4,385 shares; 2026Q1: 4,390 shares; 2026Q2: 4,390 shares 4,390 $3.23M 2.26% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 59,013 shares; 2025Q3: 52,742 shares; 2025Q4: 55,729 shares; 2026Q1: 45,407 shares; 2026Q2: 43,552 shares 43,552 $3.1M 2.17% -1,855 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 50,893 shares; 2025Q3: 54,559 shares; 2025Q4: 76,195 shares; 2026Q1: 93,502 shares; 2026Q2: 124,317 shares 124,317 $2.85M 1.99% +30,815 Timeline VBR 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,812 shares; 2025Q3: 15,301 shares; 2025Q4: 15,858 shares; 2026Q1: 11,969 shares; 2026Q2: 11,654 shares 11,654 $2.83M 1.98% -315 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 43,869 shares; 2025Q3: 43,730 shares; 2025Q4: 42,273 shares; 2026Q1: 37,415 shares; 2026Q2: 36,541 shares 36,541 $2.13M 1.49% -874 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,185 shares; 2025Q3: 8,480 shares; 2025Q4: 9,737 shares; 2026Q1: 9,623 shares; 2026Q2: 9,427 shares 9,427 $2.07M 1.45% -196 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,619 shares; 2025Q3: 18,664 shares; 2025Q4: 18,218 shares; 2026Q1: 18,124 shares; 2026Q2: 18,880 shares 18,880 $2.01M 1.41% +756 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,842 shares; 2025Q3: 7,876 shares; 2025Q4: 7,794 shares; 2026Q1: 7,824 shares; 2026Q2: 7,857 shares 7,857 $1.86M 1.3% +33 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,272 shares; 2025Q3: 3,253 shares; 2025Q4: 3,277 shares; 2026Q1: 3,280 shares; 2026Q2: 3,283 shares 3,283 $1.85M 1.29% +3 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,699 shares; 2025Q3: 8,699 shares; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares; 2026Q2: 8,712 shares 8,712 $1.74M 1.22% +12 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,682 shares; 2025Q3: 3,994 shares; 2025Q4: 4,570 shares; 2026Q1: 5,939 shares; 2026Q2: 5,885 shares 5,885 $1.7M 1.19% -54 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,024 shares; 2025Q3: 13,849 shares; 2025Q4: 17,653 shares; 2026Q1: 25,023 shares; 2026Q2: 28,157 shares 28,157 $1.41M 0.99% +3,134 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,938 shares; 2025Q3: 2,854 shares; 2025Q4: 2,889 shares; 2026Q1: 2,826 shares; 2026Q2: 2,826 shares 2,826 $1.41M 0.99% 0 Timeline XLI 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,395 shares; 2025Q3: 6,421 shares; 2025Q4: 6,443 shares; 2026Q1: 6,461 shares; 2026Q2: 6,477 shares 6,477 $1.2M 0.84% +16 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,232 shares; 2025Q3: 1,234 shares; 2025Q4: 1,230 shares; 2026Q1: 1,231 shares; 2026Q2: 9,861 shares 9,861 $1.18M 0.83% +8,630 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 25,155 shares; 2025Q3: 25,075 shares; 2025Q4: 25,203 shares; 2026Q1: 23,379 shares; 2026Q2: 23,160 shares 23,160 $1.18M 0.82% -219 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,517 shares; 2025Q3: 26,858 shares; 2025Q4: 28,151 shares; 2026Q1: 19,170 shares; 2026Q2: 19,192 shares 19,192 $1.15M 0.8% +22 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,953 shares; 2025Q3: 10,033 shares; 2025Q4: 9,928 shares; 2026Q1: 9,274 shares; 2026Q2: 9,348 shares 9,348 $1.01M 0.7% +74 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,826 shares; 2025Q3: 2,766 shares; 2025Q4: 2,826 shares; 2026Q1: 3,306 shares; 2026Q2: 3,306 shares 3,306 $788K 0.55% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,230 shares; 2025Q3: 1,231 shares; 2025Q4: 1,231 shares; 2026Q1: 2,032 shares; 2026Q2: 2,033 shares 2,033 $727K 0.51% +1 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,590 shares; 2025Q3: 11,671 shares; 2025Q4: 10,748 shares; 2026Q1: 9,284 shares; 2026Q2: 6,906 shares 6,906 $706K 0.49% -2,378 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,181 shares; 2025Q3: 1,183 shares; 2025Q4: 1,185 shares; 2026Q1: 1,514 shares; 2026Q2: 1,517 shares 1,517 $566K 0.4% +3 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,806 shares; 2025Q3: 1,812 shares; 2025Q4: 1,824 shares; 2026Q1: 1,831 shares; 2026Q2: 1,836 shares 1,836 $557K 0.39% +5 Timeline BBHY 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,414 shares; 2025Q3: 10,555 shares; 2025Q4: 10,706 shares; 2026Q1: 10,859 shares; 2026Q2: 11,015 shares 11,015 $508K 0.36% +156 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,439 shares; 2025Q3: 4,299 shares; 2025Q4: 4,450 shares; 2026Q1: 4,460 shares; 2026Q2: 4,477 shares 4,477 $507K 0.36% +17 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,338 shares; 2025Q3: 2,342 shares; 2025Q4: 1,733 shares; 2026Q1: 1,357 shares; 2026Q2: 1,361 shares 1,361 $460K 0.32% +4 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,488 shares; 2025Q3: 3,919 shares; 2025Q4: 3,275 shares; 2026Q1: 3,186 shares; 2026Q2: 2,792 shares 2,792 $438K 0.31% -394 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,318 shares; 2025Q3: 2,124 shares; 2025Q4: 2,193 shares; 2026Q1: 2,193 shares; 2026Q2: 2,023 shares 2,023 $408K 0.29% -170 Timeline XLB 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,897 shares; 2025Q3: 4,203 shares; 2025Q4: 7,870 shares; 2026Q1: 7,903 shares; 2026Q2: 7,933 shares 7,933 $403K 0.28% +30 Timeline BBCB 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,454 shares; 2025Q3: 13,589 shares; 2025Q4: 12,761 shares; 2026Q1: 12,888 shares; 2026Q2: 8,688 shares 8,688 $394K 0.28% -4,200 Timeline JMST 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,880 shares; 2025Q3: 9,949 shares; 2025Q4: 9,431 shares; 2026Q1: 7,416 shares; 2026Q2: 7,464 shares 7,464 $381K 0.27% +48 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,529 shares; 2025Q3: 5,411 shares; 2025Q4: 6,020 shares; 2026Q1: 3,896 shares; 2026Q2: 3,449 shares 3,449 $376K 0.26% -447 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 955 shares; 2026Q2: 960 shares 960 $314K 0.22% +5 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,573 shares; 2025Q3: 4,589 shares; 2025Q4: 4,606 shares; 2026Q1: 4,620 shares; 2026Q2: 4,635 shares 4,635 $313K 0.22% +15 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,925 shares; 2025Q3: 2,946 shares; 2025Q4: 2,973 shares; 2026Q1: 2,986 shares; 2026Q2: 3,006 shares 3,006 $305K 0.21% +20 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,234 shares; 2025Q3: 4,575 shares; 2025Q4: 4,332 shares; 2026Q1: 4,360 shares; 2026Q2: 4,094 shares 4,094 $301K 0.21% -266 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $265K 0.19% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,962 shares; 2025Q3: 2,985 shares; 2025Q4: 1,871 shares; 2026Q1: 1,883 shares; 2026Q2: 9,476 shares 9,476 $260K 0.18% +7,593 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 223 shares; 2025Q3: 224 shares; 2025Q4: not reported; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $210K 0.15% 0 Timeline