GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955,652 shares; 2024Q4: 1,024,519 shares; 2025Q1: 1,072,627 shares; 2025Q2: 1,117,302 shares; 2025Q3: 1,103,642 shares; 2025Q4: 1,076,286 shares; 2026Q1: 975,639 shares; 2026Q2: 1,048,389 shares 1,048,389 $51.7M 9.35% +72,750 Timeline FNDA 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: 528,631 shares; 2024Q4: 1,000,316 shares; 2025Q1: 1,114,261 shares; 2025Q2: 1,283,119 shares; 2025Q3: 1,234,398 shares; 2025Q4: 1,217,660 shares; 2026Q1: 1,266,030 shares; 2026Q2: 1,229,114 shares 1,229,114 $46.8M 8.46% -36,916 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: 582,685 shares; 2024Q4: 603,198 shares; 2025Q1: 639,687 shares; 2025Q2: 678,478 shares; 2025Q3: 702,581 shares; 2025Q4: 709,958 shares; 2026Q1: 783,398 shares; 2026Q2: 807,517 shares 807,517 $40.6M 7.34% +24,119 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: 113,401 shares; 2024Q4: 106,791 shares; 2025Q1: 115,943 shares; 2025Q2: 135,343 shares; 2025Q3: 132,769 shares; 2025Q4: 132,483 shares; 2026Q1: 136,177 shares; 2026Q2: 132,140 shares 132,140 $40.1M 7.25% -4,037 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: 40,552 shares; 2024Q4: 38,451 shares; 2025Q1: 39,526 shares; 2025Q2: 40,448 shares; 2025Q3: 39,224 shares; 2025Q4: 36,288 shares; 2026Q1: 41,031 shares; 2026Q2: 40,463 shares 40,463 $30.3M 5.48% -568 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: 264,482 shares; 2024Q4: 766,515 shares; 2025Q1: 811,340 shares; 2025Q2: 873,902 shares; 2025Q3: 938,733 shares; 2025Q4: 926,581 shares; 2026Q1: 961,046 shares; 2026Q2: 958,661 shares 958,661 $29.8M 5.39% -2,385 Timeline VV 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: 92,309 shares; 2024Q4: 88,259 shares; 2025Q1: 85,521 shares; 2025Q2: 84,325 shares; 2025Q3: 79,891 shares; 2025Q4: 78,719 shares; 2026Q1: 79,846 shares; 2026Q2: 78,984 shares 78,984 $27.2M 4.91% -862 Timeline VNQI 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: 371,073 shares; 2024Q4: 370,524 shares; 2025Q1: 403,826 shares; 2025Q2: 424,160 shares; 2025Q3: 438,007 shares; 2025Q4: 448,545 shares; 2026Q1: 482,983 shares; 2026Q2: 511,167 shares 511,167 $22.9M 4.15% +28,184 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: 311,338 shares; 2024Q4: 335,546 shares; 2025Q1: 365,718 shares; 2025Q2: 360,832 shares; 2025Q3: 367,697 shares; 2025Q4: 371,208 shares; 2026Q1: 408,410 shares; 2026Q2: 425,059 shares 425,059 $21.5M 3.89% +16,649 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: 335,401 shares; 2024Q4: 343,108 shares; 2025Q1: 376,107 shares; 2025Q2: 413,606 shares; 2025Q3: 437,529 shares; 2025Q4: 433,534 shares; 2026Q1: 477,655 shares; 2026Q2: 497,866 shares 497,866 $21M 3.8% +20,211 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: 380,746 shares; 2024Q4: 389,814 shares; 2025Q1: 398,795 shares; 2025Q2: 405,639 shares; 2025Q3: 402,984 shares; 2025Q4: 383,993 shares; 2026Q1: 385,828 shares; 2026Q2: 388,978 shares 388,978 $20.5M 3.71% +3,150 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: 242,718 shares; 2024Q4: 249,128 shares; 2025Q1: 253,550 shares; 2025Q2: 260,918 shares; 2025Q3: 261,337 shares; 2025Q4: 248,490 shares; 2026Q1: 247,152 shares; 2026Q2: 244,220 shares 244,220 $17.4M 3.15% -2,932 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: 244,198 shares; 2024Q4: 240,025 shares; 2025Q1: 259,796 shares; 2025Q2: 269,931 shares; 2025Q3: 261,272 shares; 2025Q4: 253,029 shares; 2026Q1: 265,318 shares; 2026Q2: 269,212 shares 269,212 $16.1M 2.91% +3,894 Timeline VPL 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: 102,661 shares; 2024Q4: 101,800 shares; 2025Q1: 125,471 shares; 2025Q2: 134,961 shares; 2025Q3: 135,079 shares; 2025Q4: 133,630 shares; 2026Q1: 129,203 shares; 2026Q2: 127,817 shares 127,817 $14.8M 2.67% -1,386 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: 333,262 shares; 2024Q4: 328,269 shares; 2025Q1: 360,414 shares; 2025Q2: 375,874 shares; 2025Q3: 366,489 shares; 2025Q4: 353,644 shares; 2026Q1: 367,331 shares; 2026Q2: 370,133 shares 370,133 $14.7M 2.66% +2,802 Timeline VGK 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: 112,449 shares; 2024Q4: 112,194 shares; 2025Q1: 131,004 shares; 2025Q2: 144,799 shares; 2025Q3: 147,225 shares; 2025Q4: 147,671 shares; 2026Q1: 151,992 shares; 2026Q2: 156,477 shares 156,477 $13.9M 2.51% +4,485 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206,928 shares 206,928 $13.8M 2.49% new 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: 40,871 shares; 2024Q4: 39,698 shares; 2025Q1: 39,610 shares; 2025Q2: 39,472 shares; 2025Q3: 37,444 shares; 2025Q4: 33,458 shares; 2026Q1: 36,861 shares; 2026Q2: 35,903 shares 35,903 $10.8M 1.95% -958 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: 193,015 shares; 2024Q4: 192,027 shares; 2025Q1: 204,780 shares; 2025Q2: 216,341 shares; 2025Q3: 219,565 shares; 2025Q4: 227,292 shares; 2026Q1: 240,633 shares; 2026Q2: 107,370 shares 107,370 $10.4M 1.87% -133,263 Timeline SPHY 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: 25,326 shares; 2025Q2: 96,165 shares; 2025Q3: 141,709 shares; 2025Q4: 184,087 shares; 2026Q1: 292,630 shares; 2026Q2: 392,827 shares 392,827 $9.21M 1.67% +100,197 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,943 shares; 2024Q4: 94,606 shares; 2025Q1: 93,356 shares; 2025Q2: 92,805 shares; 2025Q3: 89,099 shares; 2025Q4: 88,895 shares; 2026Q1: 92,054 shares; 2026Q2: 91,793 shares 91,793 $8.84M 1.6% -261 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: 68,664 shares; 2024Q4: 68,664 shares; 2025Q1: 67,564 shares; 2025Q2: 71,699 shares; 2025Q3: 74,345 shares; 2025Q4: 71,256 shares; 2026Q1: 71,256 shares; 2026Q2: 69,518 shares 69,518 $7.48M 1.35% -1,738 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,079 shares; 2024Q4: 117,079 shares; 2025Q1: 112,739 shares; 2025Q2: 106,914 shares; 2025Q3: 103,207 shares; 2025Q4: 102,757 shares; 2026Q1: 98,295 shares; 2026Q2: 97,736 shares 97,736 $7.16M 1.29% -559 Timeline VSS 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: 31,516 shares; 2024Q4: 31,900 shares; 2025Q1: 36,308 shares; 2025Q2: 39,099 shares; 2025Q3: 38,262 shares; 2025Q4: 38,451 shares; 2026Q1: 39,591 shares; 2026Q2: 40,487 shares 40,487 $6.25M 1.13% +896 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: 63,037 shares; 2024Q4: 63,037 shares; 2025Q1: 62,587 shares; 2025Q2: 64,663 shares; 2025Q3: 59,398 shares; 2025Q4: 57,816 shares; 2026Q1: 57,979 shares; 2026Q2: 57,755 shares 57,755 $6M 1.09% -224 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: 88,517 shares; 2024Q4: 89,216 shares; 2025Q1: 101,966 shares; 2025Q2: 108,766 shares; 2025Q3: 106,871 shares; 2025Q4: 106,997 shares; 2026Q1: 107,112 shares; 2026Q2: 112,018 shares 112,018 $5.44M 0.98% +4,906 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: 66,624 shares; 2024Q4: 63,854 shares; 2025Q1: 63,854 shares; 2025Q2: 67,205 shares; 2025Q3: 67,205 shares; 2025Q4: 67,205 shares; 2026Q1: 66,740 shares; 2026Q2: 64,747 shares 64,747 $4.99M 0.9% -1,993 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: 53,114 shares; 2024Q4: 51,593 shares; 2025Q1: 47,918 shares; 2025Q2: 49,250 shares; 2025Q3: 46,073 shares; 2025Q4: 44,322 shares; 2026Q1: 45,023 shares; 2026Q2: 45,604 shares 45,604 $3.55M 0.64% +581 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: 42,555 shares; 2024Q4: 76,116 shares; 2025Q1: 75,114 shares; 2025Q2: 72,068 shares; 2025Q3: 67,034 shares; 2025Q4: 66,703 shares; 2026Q1: 64,837 shares; 2026Q2: 59,916 shares 59,916 $2.16M 0.39% -4,921 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: 5,576 shares; 2024Q4: 3,437 shares; 2025Q1: 5,976 shares; 2025Q2: 5,793 shares; 2025Q3: 5,793 shares; 2025Q4: 5,794 shares; 2026Q1: 5,981 shares; 2026Q2: 5,978 shares 5,978 $1.96M 0.35% -3 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: 5,377 shares; 2024Q4: 5,377 shares; 2025Q1: 5,377 shares; 2025Q2: 5,461 shares; 2025Q3: 5,456 shares; 2025Q4: 5,456 shares; 2026Q1: 5,476 shares; 2026Q2: 6,876 shares 6,876 $1.75M 0.32% +1,400 Timeline RWR 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: 14,204 shares; 2024Q4: 14,204 shares; 2025Q1: 14,194 shares; 2025Q2: 14,078 shares; 2025Q3: 13,105 shares; 2025Q4: 13,069 shares; 2026Q1: 13,105 shares; 2026Q2: 13,105 shares 13,105 $1.48M 0.27% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,956 shares; 2024Q4: 98,329 shares; 2025Q1: 80,932 shares; 2025Q2: 84,280 shares; 2025Q3: 82,153 shares; 2025Q4: 76,035 shares; 2026Q1: 75,881 shares; 2026Q2: 70,924 shares 70,924 $1.45M 0.26% -4,957 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: 3,633 shares; 2024Q4: 3,633 shares; 2025Q1: 3,633 shares; 2025Q2: 3,671 shares; 2025Q3: 3,671 shares; 2025Q4: 3,671 shares; 2026Q1: 3,680 shares; 2026Q2: 3,793 shares 3,793 $1.42M 0.26% +113 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: 7,917 shares; 2024Q4: 7,917 shares; 2025Q1: 8,372 shares; 2025Q2: 8,127 shares; 2025Q3: 8,044 shares; 2025Q4: 8,088 shares; 2026Q1: 7,822 shares; 2026Q2: 9,249 shares 9,249 $1.36M 0.25% +1,427 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,442 shares; 2024Q4: 18,442 shares; 2025Q1: 18,442 shares; 2025Q2: 18,442 shares; 2025Q3: 18,442 shares; 2025Q4: 18,397 shares; 2026Q1: 18,397 shares; 2026Q2: 18,397 shares 18,397 $1.25M 0.23% 0 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: 1,644 shares; 2025Q3: 1,647 shares; 2025Q4: 1,647 shares; 2026Q1: 1,647 shares; 2026Q2: 1,647 shares 1,647 $1.19M 0.22% 0 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: 908 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 914 shares; 2026Q1: 918 shares; 2026Q2: 948 shares 948 $1.11M 0.2% +30 Timeline PBW 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: 36,580 shares; 2024Q4: 33,983 shares; 2025Q1: 33,240 shares; 2025Q2: 37,709 shares; 2025Q3: 31,982 shares; 2025Q4: 30,524 shares; 2026Q1: 29,228 shares; 2026Q2: 27,579 shares 27,579 $1.08M 0.19% -1,649 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 748 shares; 2026Q2: 2,485 shares 2,485 $672K 0.12% +1,737 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,480 shares; 2024Q4: 4,480 shares; 2025Q1: 5,732 shares; 2025Q2: 5,730 shares; 2025Q3: 5,730 shares; 2025Q4: 5,730 shares; 2026Q1: 6,439 shares; 2026Q2: 6,452 shares 6,452 $663K 0.12% +13 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,554 shares 2,554 $643K 0.12% new 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: 849 shares; 2024Q4: 853 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 943 shares; 2025Q4: 947 shares; 2026Q1: 1,671 shares; 2026Q2: 1,658 shares 1,658 $614K 0.11% -13 Timeline XLG 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: 30,085 shares; 2024Q4: 38,457 shares; 2025Q1: 38,491 shares; 2025Q2: 36,723 shares; 2025Q3: 36,312 shares; 2025Q4: 25,450 shares; 2026Q1: 22,071 shares; 2026Q2: 8,641 shares 8,641 $529K 0.1% -13,430 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: 399 shares; 2024Q4: 399 shares; 2025Q1: 1,151 shares; 2025Q2: 684 shares; 2025Q3: 684 shares; 2025Q4: 684 shares; 2026Q1: 686 shares; 2026Q2: 686 shares 686 $512K 0.09% 0 Timeline VHT 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: 1,167 shares; 2024Q4: 1,240 shares; 2025Q1: 1,244 shares; 2025Q2: 1,249 shares; 2025Q3: 1,454 shares; 2025Q4: 1,370 shares; 2026Q1: 1,530 shares; 2026Q2: 1,665 shares 1,665 $498K 0.09% +135 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: not reported; 2026Q1: not reported; 2026Q2: 4,020 shares 4,020 $472K 0.09% new 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: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 945 shares; 2025Q3: 922 shares; 2025Q4: 939 shares; 2026Q1: 955 shares; 2026Q2: 934 shares 934 $467K 0.08% -21 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460 shares; 2024Q4: not reported; 2025Q1: 1,460 shares; 2025Q2: 1,521 shares; 2025Q3: 1,526 shares; 2025Q4: 1,521 shares; 2026Q1: 1,539 shares; 2026Q2: 1,717 shares 1,717 $464K 0.08% +178 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: 8,649 shares; 2024Q4: 8,684 shares; 2025Q1: 9,520 shares; 2025Q2: 8,626 shares; 2025Q3: 8,495 shares; 2025Q4: 8,495 shares; 2026Q1: 8,317 shares; 2026Q2: 8,256 shares 8,256 $452K 0.08% -61 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,426 shares; 2025Q3: 1,425 shares; 2025Q4: 1,419 shares; 2026Q1: 1,538 shares; 2026Q2: 1,519 shares 1,519 $440K 0.08% -19 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,235 shares; 2024Q4: 2,174 shares; 2025Q1: 2,156 shares; 2025Q2: 2,103 shares; 2025Q3: 2,103 shares; 2025Q4: 1,766 shares; 2026Q1: 1,772 shares; 2026Q2: 2,649 shares 2,649 $434K 0.08% +877 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,316 shares 3,316 $426K 0.08% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,205 shares; 2025Q3: 7,205 shares; 2025Q4: 6,405 shares; 2026Q1: 4,800 shares; 2026Q2: 3,600 shares 3,600 $409K 0.07% -1,200 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES 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: 7,813 shares 7,813 $407K 0.07% new 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: 2,661 shares; 2024Q4: 2,661 shares; 2025Q1: 2,505 shares; 2025Q2: 2,689 shares; 2025Q3: 2,693 shares; 2025Q4: 2,693 shares; 2026Q1: 2,706 shares; 2026Q2: 2,861 shares 2,861 $391K 0.07% +155 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 498 shares; 2025Q4: 497 shares; 2026Q1: not reported; 2026Q2: 1,020 shares 1,020 $380K 0.07% new 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: 538 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 520 shares; 2026Q1: 520 shares; 2026Q2: 520 shares 520 $357K 0.06% 0 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: 361 shares; 2025Q1: not reported; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 385 shares; 2026Q2: 332 shares 332 $336K 0.06% -53 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,288 shares; 2024Q4: 9,086 shares; 2025Q1: 9,086 shares; 2025Q2: 9,086 shares; 2025Q3: 8,105 shares; 2025Q4: 8,105 shares; 2026Q1: 8,105 shares; 2026Q2: 7,939 shares 7,939 $323K 0.06% -166 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,790 shares; 2024Q4: 6,790 shares; 2025Q1: 6,683 shares; 2025Q2: 6,639 shares; 2025Q3: 6,113 shares; 2025Q4: 6,094 shares; 2026Q1: 6,113 shares; 2026Q2: 5,894 shares 5,894 $317K 0.06% -219 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,730 shares; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 3,730 shares; 2025Q3: 3,730 shares; 2025Q4: 3,730 shares; 2026Q1: 3,730 shares; 2026Q2: 3,730 shares 3,730 $290K 0.05% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,644 shares; 2024Q4: 6,627 shares; 2025Q1: 7,289 shares; 2025Q2: 7,176 shares; 2025Q3: 7,197 shares; 2025Q4: 7,218 shares; 2026Q1: 5,233 shares; 2026Q2: 5,096 shares 5,096 $285K 0.05% -137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,464 shares 3,464 $282K 0.05% new 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: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 1,362 shares; 2026Q2: 1,325 shares 1,325 $265K 0.05% -37 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: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,984 shares; 2026Q1: 2,984 shares; 2026Q2: 2,984 shares 2,984 $262K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,879 shares 2,879 $261K 0.05% new 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: 6,543 shares; 2024Q4: 10,496 shares; 2025Q1: 10,689 shares; 2025Q2: 6,013 shares; 2025Q3: 4,763 shares; 2025Q4: 2,477 shares; 2026Q1: 2,489 shares; 2026Q2: 1,602 shares 1,602 $253K 0.05% -887 Timeline ISCF 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: 15,600 shares; 2025Q4: 15,234 shares; 2026Q1: 11,906 shares; 2026Q2: 5,805 shares 5,805 $251K 0.05% -6,101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 886 shares 886 $249K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192 shares; 2026Q1: not reported; 2026Q2: 197 shares 197 $236K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,716 shares 1,716 $232K 0.04% new Timeline VCIT 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: 6,920 shares; 2025Q4: 6,313 shares; 2026Q1: 6,350 shares; 2026Q2: 2,670 shares 2,670 $221K 0.04% -3,680 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,328 shares 1,328 $215K 0.04% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,778 shares; 2024Q4: not reported; 2025Q1: 1,778 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,778 shares 1,778 $200K 0.04% new Timeline