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: 679,942 shares; 2024Q4: 708,782 shares; 2025Q1: 766,235 shares; 2025Q2: 915,763 shares; 2025Q3: 933,719 shares; 2025Q4: 970,963 shares; 2026Q1: 1,026,409 shares; 2026Q2: 1,070,062 shares 1,070,062 $47.5M 14.95% +43,653 Timeline VCRB 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: 127,402 shares; 2024Q4: 290,154 shares; 2025Q1: 316,407 shares; 2025Q2: 387,849 shares; 2025Q3: 398,281 shares; 2025Q4: 427,507 shares; 2026Q1: 455,705 shares; 2026Q2: 513,604 shares 513,604 $39.7M 12.49% +57,899 Timeline VCRM 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 reported; 2024Q4: 228,251 shares; 2025Q1: 244,202 shares; 2025Q2: 287,889 shares; 2025Q3: 299,335 shares; 2025Q4: 337,461 shares; 2026Q1: 399,237 shares; 2026Q2: 450,834 shares 450,834 $34.4M 10.85% +51,597 Timeline DUHP 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: 256,226 shares; 2024Q4: 285,113 shares; 2025Q1: 320,693 shares; 2025Q2: 452,595 shares; 2025Q3: 466,285 shares; 2025Q4: 499,923 shares; 2026Q1: 509,703 shares; 2026Q2: 502,699 shares 502,699 $21M 6.61% -7,004 Timeline DFIC 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: 302,024 shares; 2024Q4: 349,422 shares; 2025Q1: 387,987 shares; 2025Q2: 442,552 shares; 2025Q3: 465,170 shares; 2025Q4: 497,943 shares; 2026Q1: 508,253 shares; 2026Q2: 531,425 shares 531,425 $19.8M 6.24% +23,172 Timeline DIHP 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: 236,809 shares; 2024Q4: 248,042 shares; 2025Q1: 323,780 shares; 2025Q2: 354,680 shares; 2025Q3: 369,141 shares; 2025Q4: 387,374 shares; 2026Q1: 398,215 shares; 2026Q2: 415,841 shares 415,841 $14.2M 4.47% +17,626 Timeline DFSD 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: not reported; 2024Q4: not reported; 2025Q1: 40,423 shares; 2025Q2: 88,974 shares; 2025Q3: 110,616 shares; 2025Q4: 107,739 shares; 2026Q1: 257,048 shares; 2026Q2: 277,521 shares 277,521 $13.3M 4.17% +20,473 Timeline VSDM 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 reported; 2024Q4: 10,607 shares; 2025Q1: 56,464 shares; 2025Q2: 59,474 shares; 2025Q3: 76,324 shares; 2025Q4: 76,701 shares; 2026Q1: 170,012 shares; 2026Q2: 164,926 shares 164,926 $12.6M 3.98% -5,086 Timeline DFEM 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: 214,008 shares; 2024Q4: 211,238 shares; 2025Q1: 275,525 shares; 2025Q2: 314,622 shares; 2025Q3: 316,932 shares; 2025Q4: 313,769 shares; 2026Q1: 304,956 shares; 2026Q2: 302,690 shares 302,690 $12.3M 3.87% -2,266 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,333 shares; 2025Q2: 59,682 shares; 2025Q3: 58,720 shares; 2025Q4: 56,563 shares; 2026Q1: 96,934 shares; 2026Q2: 107,263 shares 107,263 $8.36M 2.63% +10,329 Timeline DFEV 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: 108,469 shares; 2024Q4: 115,266 shares; 2025Q1: 130,094 shares; 2025Q2: 150,625 shares; 2025Q3: 159,112 shares; 2025Q4: 166,743 shares; 2026Q1: 175,780 shares; 2026Q2: 195,432 shares 195,432 $8.34M 2.63% +19,652 Timeline DFNM 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: 74,175 shares; 2024Q4: 55,371 shares; 2025Q1: 51,169 shares; 2025Q2: 35,995 shares; 2025Q3: 34,856 shares; 2025Q4: 34,419 shares; 2026Q1: 129,820 shares; 2026Q2: 164,031 shares 164,031 $7.93M 2.5% +34,211 Timeline DFAT 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: 69,296 shares; 2024Q4: 80,423 shares; 2025Q1: 92,135 shares; 2025Q2: 80,740 shares; 2025Q3: 84,454 shares; 2025Q4: 90,726 shares; 2026Q1: 95,923 shares; 2026Q2: 100,698 shares 100,698 $7.04M 2.22% +4,775 Timeline DISV 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: 112,998 shares; 2024Q4: 119,383 shares; 2025Q1: 131,334 shares; 2025Q2: 140,262 shares; 2025Q3: 143,076 shares; 2025Q4: 148,849 shares; 2026Q1: 152,746 shares; 2026Q2: 157,525 shares 157,525 $6.32M 1.99% +4,779 Timeline DFLV 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: 68,236 shares; 2024Q4: 72,394 shares; 2025Q1: 80,301 shares; 2025Q2: 102,309 shares; 2025Q3: 110,577 shares; 2025Q4: 115,275 shares; 2026Q1: 122,262 shares; 2026Q2: 143,822 shares 143,822 $5.69M 1.79% +21,560 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,398 shares; 2025Q2: 88,591 shares; 2025Q3: 90,102 shares; 2025Q4: 89,823 shares; 2026Q1: 89,188 shares; 2026Q2: 87,825 shares 87,825 $5.5M 1.73% -1,363 Timeline DEXC 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: not reported; 2024Q4: 17,220 shares; 2025Q1: 24,190 shares; 2025Q2: 37,209 shares; 2025Q3: 43,378 shares; 2025Q4: 51,435 shares; 2026Q1: 56,005 shares; 2026Q2: 55,643 shares 55,643 $4.6M 1.45% -362 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,428 shares; 2024Q4: 46,474 shares; 2025Q1: 44,707 shares; 2025Q2: 41,098 shares; 2025Q3: 41,402 shares; 2025Q4: 43,029 shares; 2026Q1: 43,928 shares; 2026Q2: 44,793 shares 44,793 $3.56M 1.12% +865 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,404 shares; 2024Q4: 78,953 shares; 2025Q1: 87,110 shares; 2025Q2: 64,746 shares; 2025Q3: 68,388 shares; 2025Q4: 55,154 shares; 2026Q1: 69,333 shares; 2026Q2: 65,810 shares 65,810 $3.41M 1.07% -3,523 Timeline DEHP 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: 41,198 shares; 2024Q4: 38,630 shares; 2025Q1: 41,062 shares; 2025Q2: 49,520 shares; 2025Q3: 52,431 shares; 2025Q4: 56,972 shares; 2026Q1: 81,055 shares; 2026Q2: 77,046 shares 77,046 $3.3M 1.04% -4,009 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,489 shares; 2026Q2: 51,302 shares 51,302 $2.99M 0.94% +26,813 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: 10,048 shares; 2024Q4: 10,961 shares; 2025Q1: 13,046 shares; 2025Q2: 16,123 shares; 2025Q3: 19,990 shares; 2025Q4: 25,088 shares; 2026Q1: 25,508 shares; 2026Q2: 28,331 shares 28,331 $2.33M 0.73% +2,823 Timeline ENFR ALPS ETF TR More: the full row for ALPS 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: not reported; 2025Q4: not reported; 2026Q1: 12,239 shares; 2026Q2: 42,428 shares 42,428 $1.62M 0.51% +30,189 Timeline DFSU 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: 24,349 shares; 2024Q4: 24,557 shares; 2025Q1: 24,770 shares; 2025Q2: 25,903 shares; 2025Q3: 25,903 shares; 2025Q4: 26,412 shares; 2026Q1: 30,987 shares; 2026Q2: 33,829 shares 33,829 $1.58M 0.5% +2,842 Timeline DFAW 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: not reported; 2024Q4: 3,869 shares; 2025Q1: 7,339 shares; 2025Q2: 9,157 shares; 2025Q3: 10,760 shares; 2025Q4: 13,865 shares; 2026Q1: 15,549 shares; 2026Q2: 17,095 shares 17,095 $1.42M 0.45% +1,546 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,124 shares; 2024Q4: 303,152 shares; 2025Q1: 287,798 shares; 2025Q2: 225,921 shares; 2025Q3: 222,703 shares; 2025Q4: 214,944 shares; 2026Q1: 203,809 shares; 2026Q2: 189,422 shares 189,422 $1.28M 0.4% -14,387 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: 12,957 shares; 2026Q1: 12,957 shares; 2026Q2: 16,478 shares 16,478 $1.27M 0.4% +3,521 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,353 shares; 2025Q2: 12,566 shares; 2025Q3: 97,625 shares; 2025Q4: 28,406 shares; 2026Q1: 39,970 shares; 2026Q2: 16,058 shares 16,058 $1.22M 0.38% -23,912 Timeline DFIV 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: 25,132 shares; 2024Q4: 24,782 shares; 2025Q1: 23,873 shares; 2025Q2: 22,822 shares; 2025Q3: 22,822 shares; 2025Q4: 22,605 shares; 2026Q1: 22,605 shares; 2026Q2: 22,455 shares 22,455 $1.21M 0.38% -150 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: not reported; 2026Q1: not reported; 2026Q2: 40,366 shares 40,366 $1.15M 0.36% new Timeline VSDB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,065 shares; 2025Q3: 11,124 shares; 2025Q4: 18,146 shares; 2026Q1: 17,314 shares; 2026Q2: 14,509 shares 14,509 $1.11M 0.35% -2,805 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,869 shares; 2024Q4: 25,663 shares; 2025Q1: 14,161 shares; 2025Q2: 15,555 shares; 2025Q3: 15,969 shares; 2025Q4: 15,503 shares; 2026Q1: 18,800 shares; 2026Q2: 21,033 shares 21,033 $1.07M 0.34% +2,233 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: not reported; 2025Q4: not reported; 2026Q1: 6,653 shares; 2026Q2: 17,666 shares 17,666 $906K 0.29% +11,013 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,179 shares; 2024Q4: 12,023 shares; 2025Q1: 23,646 shares; 2025Q2: 31,975 shares; 2025Q3: 42,093 shares; 2025Q4: 49,031 shares; 2026Q1: 24,800 shares; 2026Q2: 21,084 shares 21,084 $846K 0.27% -3,716 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD 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: 10,308 shares 10,308 $780K 0.25% new Timeline PULS PGIM ETF TR More: the full row for PGIM 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,625 shares 15,625 $774K 0.24% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,322 shares; 2025Q2: 7,322 shares; 2025Q3: 8,072 shares; 2025Q4: 7,908 shares; 2026Q1: 7,322 shares; 2026Q2: 10,351 shares 10,351 $769K 0.24% +3,029 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: 3,167 shares; 2024Q4: 3,439 shares; 2025Q1: 3,942 shares; 2025Q2: 3,945 shares; 2025Q3: 3,945 shares; 2025Q4: 3,994 shares; 2026Q1: 8,953 shares; 2026Q2: 5,295 shares 5,295 $724K 0.23% -3,658 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: 6,800 shares; 2024Q4: 6,676 shares; 2025Q1: 5,631 shares; 2025Q2: 5,662 shares; 2025Q3: 5,610 shares; 2025Q4: 5,483 shares; 2026Q1: 2,440 shares; 2026Q2: 1,879 shares 1,879 $695K 0.22% -561 Timeline DFSI 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: 6,698 shares; 2024Q4: 6,701 shares; 2025Q1: 6,698 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,886 shares; 2026Q1: 10,522 shares; 2026Q2: 15,173 shares 15,173 $684K 0.22% +4,651 Timeline SGVT 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: not reported; 2026Q2: 6,753 shares 6,753 $680K 0.21% new Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: not reported; 2026Q1: 7,237 shares; 2026Q2: 19,553 shares 19,553 $653K 0.21% +12,316 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,300 shares; 2024Q4: 28,631 shares; 2025Q1: 14,385 shares; 2025Q2: 14,358 shares; 2025Q3: 14,346 shares; 2025Q4: 14,315 shares; 2026Q1: 14,134 shares; 2026Q2: 14,018 shares 14,018 $638K 0.2% -116 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: 804 shares; 2024Q4: 813 shares; 2025Q1: 814 shares; 2025Q2: 815 shares; 2025Q3: 820 shares; 2025Q4: 831 shares; 2026Q1: 836 shares; 2026Q2: 1,274 shares 1,274 $637K 0.2% +438 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,280 shares; 2025Q3: 5,395 shares; 2025Q4: 7,531 shares; 2026Q1: 8,094 shares; 2026Q2: 8,648 shares 8,648 $630K 0.2% +554 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,654 shares; 2026Q2: 5,852 shares 5,852 $623K 0.2% +2,198 Timeline SGOV 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: 8,693 shares; 2025Q1: 19,572 shares; 2025Q2: 8,120 shares; 2025Q3: 31,042 shares; 2025Q4: 13,043 shares; 2026Q1: 9,848 shares; 2026Q2: 6,011 shares 6,011 $605K 0.19% -3,837 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: not reported; 2024Q4: 1,425 shares; 2025Q1: 1,726 shares; 2025Q2: 1,624 shares; 2025Q3: 1,622 shares; 2025Q4: 1,555 shares; 2026Q1: 1,564 shares; 2026Q2: 1,564 shares 1,564 $553K 0.17% 0 Timeline VGVT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,761 shares; 2026Q2: 6,469 shares 6,469 $487K 0.15% +3,708 Timeline DFCF 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: 43,501 shares; 2024Q4: 41,973 shares; 2025Q1: 36,855 shares; 2025Q2: 30,286 shares; 2025Q3: 29,303 shares; 2025Q4: 24,916 shares; 2026Q1: 19,836 shares; 2026Q2: 11,057 shares 11,057 $467K 0.15% -8,779 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: 2,105 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,090 shares; 2026Q2: 2,073 shares 2,073 $457K 0.14% -17 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: 743 shares; 2024Q4: 937 shares; 2025Q1: 978 shares; 2025Q2: 1,031 shares; 2025Q3: 1,030 shares; 2025Q4: 1,033 shares; 2026Q1: 1,180 shares; 2026Q2: 1,219 shares 1,219 $455K 0.14% +39 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 944 shares; 2026Q2: 1,456 shares 1,456 $441K 0.14% +512 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: 1,242 shares; 2024Q4: 1,292 shares; 2025Q1: 1,183 shares; 2025Q2: 1,214 shares; 2025Q3: 1,204 shares; 2025Q4: 1,193 shares; 2026Q1: 575 shares; 2026Q2: 628 shares 628 $432K 0.14% +53 Timeline DFSE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,268 shares; 2025Q3: 5,249 shares; 2025Q4: 5,421 shares; 2026Q1: 8,046 shares; 2026Q2: 8,635 shares 8,635 $422K 0.13% +589 Timeline DFGR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,290 shares; 2026Q2: 14,384 shares 14,384 $417K 0.13% +1,094 Timeline EMBX VANECK FDS More: the full row for VANECK 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: 7,966 shares 7,966 $409K 0.13% new Timeline SMMU PIMCO ETF TR More: the full row for PIMCO 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,732 shares 7,732 $390K 0.12% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: 244 shares; 2025Q1: 245 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 186 shares; 2026Q1: 187 shares; 2026Q2: 186 shares 186 $363K 0.11% -1 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: 732 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 677 shares; 2026Q2: 652 shares 652 $332K 0.1% -25 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,664 shares; 2024Q4: 4,664 shares; 2025Q1: 4,664 shares; 2025Q2: 3,304 shares; 2025Q3: 3,304 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares; 2026Q2: 3,204 shares 3,204 $328K 0.1% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,749 shares; 2026Q1: 2,795 shares; 2026Q2: 2,749 shares 2,749 $323K 0.1% -46 Timeline R RYDER SYS INC More: the full row for RYDER SYS 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: 1,200 shares; 2026Q2: 1,200 shares 1,200 $317K 0.1% 0 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: 1,059 shares; 2024Q4: 1,165 shares; 2025Q1: 1,084 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,154 shares; 2026Q1: 1,243 shares; 2026Q2: 1,093 shares 1,093 $316K 0.1% -150 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: not reported; 2024Q4: 712 shares; 2025Q1: 1,191 shares; 2025Q2: 1,177 shares; 2025Q3: 2,077 shares; 2025Q4: 1,172 shares; 2026Q1: 1,170 shares; 2026Q2: 1,163 shares 1,163 $314K 0.1% -7 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 853 shares; 2025Q4: 895 shares; 2026Q1: 941 shares; 2026Q2: 875 shares 875 $313K 0.1% -66 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: 337 shares; 2025Q3: 338 shares; 2025Q4: 337 shares; 2026Q1: 344 shares; 2026Q2: 2,517 shares 2,517 $301K 0.09% +2,173 Timeline AVEE 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: 12,637 shares; 2024Q4: 14,706 shares; 2025Q1: 16,439 shares; 2025Q2: 16,926 shares; 2025Q3: 16,035 shares; 2025Q4: 15,337 shares; 2026Q1: 4,067 shares; 2026Q2: 4,215 shares 4,215 $292K 0.09% +148 Timeline DFSV 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: not reported; 2024Q4: 7,671 shares; 2025Q1: not reported; 2025Q2: 6,808 shares; 2025Q3: 6,822 shares; 2025Q4: 6,857 shares; 2026Q1: 6,863 shares; 2026Q2: 6,845 shares 6,845 $266K 0.08% -18 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: 675 shares; 2024Q4: 737 shares; 2025Q1: 731 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 747 shares; 2026Q2: 731 shares 731 $258K 0.08% -16 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: not reported; 2024Q4: not reported; 2025Q1: 1,043 shares; 2025Q2: not reported; 2025Q3: 1,044 shares; 2025Q4: 1,034 shares; 2026Q1: 1,063 shares; 2026Q2: 1,023 shares 1,023 $257K 0.08% -40 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: not reported; 2025Q4: 1,069 shares; 2026Q1: 1,126 shares; 2026Q2: 1,047 shares 1,047 $250K 0.08% -79 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: not reported; 2024Q4: not reported; 2025Q1: 10,908 shares; 2025Q2: 10,913 shares; 2025Q3: 10,918 shares; 2025Q4: 10,889 shares; 2026Q1: 10,889 shares; 2026Q2: 10,889 shares 10,889 $225K 0.07% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,060 shares 1,060 $212K 0.07% new Timeline ETHU VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 14,656 shares 14,656 $167K 0.05% new Timeline JOF JAPAN SMALLER CAPITALIZATION More: the full row for JAPAN SMALLER CAPITALIZATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,813 shares; 2024Q4: 22,821 shares; 2025Q1: 22,781 shares; 2025Q2: 24,851 shares; 2025Q3: 24,866 shares; 2025Q4: 24,818 shares; 2026Q1: 24,820 shares; 2026Q2: 12,823 shares 12,823 $151K 0.05% -11,997 Timeline