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: 146,870 shares; 2024Q4: 137,360 shares; 2025Q1: 127,424 shares; 2025Q2: 116,424 shares; 2025Q3: 100,204 shares; 2025Q4: 103,004 shares; 2026Q1: 101,954 shares; 2026Q2: 101,954 shares 101,954 $76.1M 8.82% 0 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: 15,350 shares; 2024Q4: 16,250 shares; 2025Q1: 17,300 shares; 2025Q2: 13,540 shares; 2025Q3: 92,580 shares; 2025Q4: 95,755 shares; 2026Q1: 107,215 shares; 2026Q2: 106,585 shares 106,585 $73.2M 8.48% -630 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: 342,800 shares; 2024Q4: 342,800 shares; 2025Q1: 358,100 shares; 2025Q2: 412,655 shares; 2025Q3: 558,020 shares; 2025Q4: 577,270 shares; 2026Q1: 605,220 shares; 2026Q2: 609,070 shares 609,070 $58.8M 6.81% +3,850 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: 200,050 shares; 2024Q4: 202,250 shares; 2025Q1: 249,040 shares; 2025Q2: 246,580 shares; 2025Q3: 250,940 shares; 2025Q4: 250,940 shares; 2026Q1: 257,625 shares; 2026Q2: 259,525 shares 259,525 $41M 4.75% +1,900 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,400 shares; 2024Q4: 117,400 shares; 2025Q1: 117,400 shares; 2025Q2: 323,285 shares; 2025Q3: 420,585 shares; 2025Q4: 420,585 shares; 2026Q1: 440,960 shares; 2026Q2: 445,140 shares 445,140 $39.6M 4.59% +4,180 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: 33,060 shares; 2024Q4: 32,640 shares; 2025Q1: 32,640 shares; 2025Q2: 31,235 shares; 2025Q3: 38,985 shares; 2025Q4: 38,985 shares; 2026Q1: 38,985 shares; 2026Q2: 41,085 shares 41,085 $30.8M 3.56% +2,100 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: 56,165 shares; 2024Q4: 51,120 shares; 2025Q1: 72,415 shares; 2025Q2: 72,415 shares; 2025Q3: 75,605 shares; 2025Q4: 68,140 shares; 2026Q1: 68,140 shares; 2026Q2: 68,570 shares 68,570 $25.4M 2.94% +430 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: 16,750 shares; 2024Q4: 91,165 shares; 2025Q1: 115,555 shares; 2025Q2: 124,390 shares; 2025Q3: 240,685 shares; 2025Q4: 257,375 shares; 2026Q1: 278,990 shares; 2026Q2: 285,535 shares 285,535 $22M 2.55% +6,545 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,225 shares; 2024Q4: 29,225 shares; 2025Q1: 39,190 shares; 2025Q2: 39,190 shares; 2025Q3: 67,990 shares; 2025Q4: 69,255 shares; 2026Q1: 76,130 shares; 2026Q2: 77,155 shares 77,155 $16.4M 1.9% +1,025 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,275 shares; 2024Q4: 13,275 shares; 2025Q1: 13,275 shares; 2025Q2: 13,275 shares; 2025Q3: 13,275 shares; 2025Q4: 13,275 shares; 2026Q1: 13,275 shares; 2026Q2: 13,275 shares 13,275 $15.4M 1.78% 0 JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,989 shares; 2024Q4: 56,139 shares; 2025Q1: 63,464 shares; 2025Q2: 63,754 shares; 2025Q3: 64,129 shares; 2025Q4: 64,129 shares; 2026Q1: 56,979 shares; 2026Q2: 56,091 shares 56,091 $14.2M 1.65% -888 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: 58,120 shares; 2024Q4: 47,710 shares; 2025Q1: 44,985 shares; 2025Q2: 45,180 shares; 2025Q3: 45,180 shares; 2025Q4: 43,000 shares; 2026Q1: 42,843 shares; 2026Q2: 43,147 shares 43,147 $14.1M 1.64% +304 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,360 shares; 2024Q4: 128,215 shares; 2025Q1: 129,005 shares; 2025Q2: 129,630 shares; 2025Q3: 130,440 shares; 2025Q4: 134,120 shares; 2026Q1: 135,091 shares; 2026Q2: 155,441 shares 155,441 $13M 1.5% +20,350 Timeline BANK OF AMER CORP 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: 9,435 shares; 2024Q4: 9,435 shares; 2025Q1: 9,435 shares; 2025Q2: 9,435 shares; 2025Q3: 9,435 shares; 2025Q4: 9,435 shares; 2026Q1: 9,435 shares; 2026Q2: 9,435 shares 9,435 $11.8M 1.37% 0 ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,135 shares; 2024Q4: 15,135 shares; 2025Q1: 15,135 shares; 2025Q2: 15,135 shares; 2025Q3: 15,135 shares; 2025Q4: 15,135 shares; 2026Q1: 38,965 shares; 2026Q2: 115,259 shares 115,259 $10.5M 1.21% +76,294 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,395 shares; 2024Q4: 165,015 shares; 2025Q1: 166,185 shares; 2025Q2: 167,110 shares; 2025Q3: 168,310 shares; 2025Q4: 168,310 shares; 2026Q1: 168,310 shares; 2026Q2: 169,660 shares 169,660 $10.2M 1.19% +1,350 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: 52,285 shares; 2024Q4: 45,790 shares; 2025Q1: 46,095 shares; 2025Q2: 46,335 shares; 2025Q3: 46,650 shares; 2025Q4: 47,970 shares; 2026Q1: 55,620 shares; 2026Q2: 68,600 shares 68,600 $10.1M 1.17% +12,980 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,725 shares; 2024Q4: 86,470 shares; 2025Q1: 94,735 shares; 2025Q2: 95,150 shares; 2025Q3: 95,690 shares; 2025Q4: 98,480 shares; 2026Q1: 98,480 shares; 2026Q2: 95,580 shares 95,580 $9.89M 1.15% -2,900 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: 204,405 shares; 2024Q4: 165,725 shares; 2025Q1: 166,865 shares; 2025Q2: 167,765 shares; 2025Q3: 168,935 shares; 2025Q4: 168,935 shares; 2026Q1: 168,935 shares; 2026Q2: 170,210 shares 170,210 $9.7M 1.12% +1,275 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,040 shares; 2024Q4: 57,475 shares; 2025Q1: 57,805 shares; 2025Q2: 58,065 shares; 2025Q3: 58,405 shares; 2025Q4: 59,860 shares; 2026Q1: 59,860 shares; 2026Q2: 60,325 shares 60,325 $9.41M 1.09% +465 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,346 shares; 2024Q4: 44,596 shares; 2025Q1: 45,031 shares; 2025Q2: 45,261 shares; 2025Q3: 45,556 shares; 2025Q4: 46,766 shares; 2026Q1: 55,791 shares; 2026Q2: 49,460 shares 49,460 $9.14M 1.06% -6,331 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,020 shares; 2024Q4: 129,065 shares; 2025Q1: 129,880 shares; 2025Q2: 130,525 shares; 2025Q3: 131,365 shares; 2025Q4: 131,365 shares; 2026Q1: 131,365 shares; 2026Q2: 108,510 shares 108,510 $8.97M 1.04% -22,855 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: 37,355 shares; 2024Q4: 31,280 shares; 2025Q1: 45,295 shares; 2025Q2: 52,150 shares; 2025Q3: 65,550 shares; 2025Q4: 67,325 shares; 2026Q1: 68,367 shares; 2026Q2: 68,952 shares 68,952 $8.86M 1.03% +585 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,980 shares; 2024Q4: 180,330 shares; 2025Q1: 196,795 shares; 2025Q2: 197,790 shares; 2025Q3: 199,085 shares; 2025Q4: 204,240 shares; 2026Q1: 204,240 shares; 2026Q2: 205,889 shares 205,889 $8.72M 1.01% +1,649 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,840 shares; 2026Q2: 38,606 shares 38,606 $8.65M 1% +10,766 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: 75,680 shares; 2024Q4: 66,265 shares; 2025Q1: 71,565 shares; 2025Q2: 71,945 shares; 2025Q3: 72,435 shares; 2025Q4: 66,435 shares; 2026Q1: 66,435 shares; 2026Q2: 67,005 shares 67,005 $8.48M 0.98% +570 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,115 shares; 2024Q4: 301,130 shares; 2025Q1: 303,010 shares; 2025Q2: 304,495 shares; 2025Q3: 268,470 shares; 2025Q4: 230,750 shares; 2026Q1: 230,750 shares; 2026Q2: 232,665 shares 232,665 $8.46M 0.98% +1,915 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,785 shares; 2026Q1: 102,783 shares; 2026Q2: 140,518 shares 140,518 $8.45M 0.98% +37,735 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: 13,410 shares; 2025Q2: 13,410 shares; 2025Q3: 44,115 shares; 2025Q4: 51,800 shares; 2026Q1: 55,935 shares; 2026Q2: 55,885 shares 55,885 $8.29M 0.96% -50 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,565 shares; 2024Q4: 18,835 shares; 2025Q1: 23,000 shares; 2025Q2: 23,100 shares; 2025Q3: 23,230 shares; 2025Q4: 25,805 shares; 2026Q1: 29,810 shares; 2026Q2: 30,027 shares 30,027 $8.28M 0.96% +217 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: 141,896 shares; 2024Q4: 124,646 shares; 2025Q1: 109,761 shares; 2025Q2: 110,291 shares; 2025Q3: 110,981 shares; 2025Q4: 110,981 shares; 2026Q1: 91,231 shares; 2026Q2: 69,570 shares 69,570 $8.17M 0.95% -21,661 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,351 shares; 2024Q4: 63,710 shares; 2025Q1: 64,152 shares; 2025Q2: 64,412 shares; 2025Q3: 64,750 shares; 2025Q4: 65,630 shares; 2026Q1: 65,630 shares; 2026Q2: 73,820 shares 73,820 $7.9M 0.91% +8,190 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,315 shares; 2024Q4: 148,960 shares; 2025Q1: 143,710 shares; 2025Q2: 144,060 shares; 2025Q3: 144,515 shares; 2025Q4: 144,515 shares; 2026Q1: 140,000 shares; 2026Q2: 138,960 shares 138,960 $7.83M 0.91% -1,040 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: 18,060 shares; 2024Q4: 14,690 shares; 2025Q1: 18,160 shares; 2025Q2: 18,250 shares; 2025Q3: 18,370 shares; 2025Q4: 18,840 shares; 2026Q1: 12,860 shares; 2026Q2: 15,065 shares 15,065 $7.68M 0.89% +2,205 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,460 shares; 2024Q4: 135,115 shares; 2025Q1: 186,395 shares; 2025Q2: 206,970 shares; 2025Q3: 208,775 shares; 2025Q4: 211,850 shares; 2026Q1: 211,850 shares; 2026Q2: 161,310 shares 161,310 $7.67M 0.89% -50,540 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: 315,940 shares; 2024Q4: 280,245 shares; 2025Q1: 281,930 shares; 2025Q2: 283,265 shares; 2025Q3: 305,395 shares; 2025Q4: 312,810 shares; 2026Q1: 353,379 shares; 2026Q2: 355,944 shares 355,944 $7.37M 0.85% +2,565 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: 33,175 shares; 2024Q4: 22,655 shares; 2025Q1: 20,285 shares; 2025Q2: 16,130 shares; 2025Q3: 14,460 shares; 2025Q4: 14,460 shares; 2026Q1: 14,460 shares; 2026Q2: 25,975 shares 25,975 $7.3M 0.85% +11,515 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,260 shares; 2024Q4: 19,345 shares; 2025Q1: 21,295 shares; 2025Q2: 21,375 shares; 2025Q3: 21,480 shares; 2025Q4: 21,765 shares; 2026Q1: 21,765 shares; 2026Q2: 19,820 shares 19,820 $7.18M 0.83% -1,945 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562,160 shares; 2024Q4: 486,660 shares; 2025Q1: 452,900 shares; 2025Q2: 455,480 shares; 2025Q3: 455,480 shares; 2025Q4: 368,490 shares; 2026Q1: 368,490 shares; 2026Q2: 309,400 shares 309,400 $7.13M 0.83% -59,090 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,150 shares; 2024Q4: 44,150 shares; 2025Q1: 44,150 shares; 2025Q2: 44,150 shares; 2025Q3: 39,750 shares; 2025Q4: 39,750 shares; 2026Q1: 39,750 shares; 2026Q2: 45,050 shares 45,050 $7.04M 0.82% +5,300 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,540 shares; 2024Q4: 85,415 shares; 2025Q1: 86,040 shares; 2025Q2: 86,535 shares; 2025Q3: 87,175 shares; 2025Q4: 89,640 shares; 2026Q1: 89,640 shares; 2026Q2: 90,405 shares 90,405 $7.01M 0.81% +765 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: 90,118 shares; 2024Q4: 75,553 shares; 2025Q1: 76,233 shares; 2025Q2: 76,773 shares; 2025Q3: 77,473 shares; 2025Q4: 77,473 shares; 2026Q1: 77,473 shares; 2026Q2: 78,343 shares 78,343 $6.36M 0.74% +870 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: 98,701 shares; 2024Q4: 88,651 shares; 2025Q1: 89,186 shares; 2025Q2: 89,611 shares; 2025Q3: 90,161 shares; 2025Q4: 92,921 shares; 2026Q1: 89,331 shares; 2026Q2: 77,364 shares 77,364 $6.29M 0.73% -11,967 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: 24,685 shares; 2024Q4: 22,025 shares; 2025Q1: 22,145 shares; 2025Q2: 22,240 shares; 2025Q3: 22,365 shares; 2025Q4: 23,115 shares; 2026Q1: 23,691 shares; 2026Q2: 23,851 shares 23,851 $6M 0.7% +160 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,510 shares; 2024Q4: 120,155 shares; 2025Q1: 120,915 shares; 2025Q2: 121,515 shares; 2025Q3: 122,295 shares; 2025Q4: 122,295 shares; 2026Q1: 124,517 shares; 2026Q2: 123,992 shares 123,992 $5.78M 0.67% -525 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,215 shares; 2025Q1: 27,920 shares; 2025Q2: 30,190 shares; 2025Q3: 36,655 shares; 2025Q4: 36,655 shares; 2026Q1: 36,655 shares; 2026Q2: 36,945 shares 36,945 $5.59M 0.65% +290 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: 33,737 shares; 2024Q4: 29,827 shares; 2025Q1: 30,007 shares; 2025Q2: 30,147 shares; 2025Q3: 24,087 shares; 2025Q4: 24,667 shares; 2026Q1: 23,337 shares; 2026Q2: 18,395 shares 18,395 $5.48M 0.64% -4,942 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: 23,955 shares; 2024Q4: 21,065 shares; 2025Q1: 21,200 shares; 2025Q2: 21,305 shares; 2025Q3: 21,440 shares; 2025Q4: 21,440 shares; 2026Q1: 21,924 shares; 2026Q2: 22,089 shares 22,089 $5.44M 0.63% +165 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: 38,685 shares; 2024Q4: 33,850 shares; 2025Q1: 34,075 shares; 2025Q2: 34,255 shares; 2025Q3: 34,485 shares; 2025Q4: 35,305 shares; 2026Q1: 31,561 shares; 2026Q2: 31,809 shares 31,809 $5.27M 0.61% +248 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,730 shares; 2024Q4: 108,400 shares; 2025Q1: 109,220 shares; 2025Q2: 109,870 shares; 2025Q3: 110,715 shares; 2025Q4: 110,715 shares; 2026Q1: 110,715 shares; 2026Q2: 110,215 shares 110,215 $5.24M 0.61% -500 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,980 shares; 2024Q4: 84,350 shares; 2025Q1: 84,915 shares; 2025Q2: 85,360 shares; 2025Q3: 85,940 shares; 2025Q4: 85,940 shares; 2026Q1: 86,688 shares; 2026Q2: 68,413 shares 68,413 $5.22M 0.6% -18,275 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,000 shares; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares; 2025Q4: 29,000 shares; 2026Q1: 29,000 shares; 2026Q2: 29,000 shares 29,000 $5.21M 0.6% 0 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: 42,495 shares; 2024Q4: 38,295 shares; 2025Q1: 39,970 shares; 2025Q2: 40,115 shares; 2025Q3: 40,305 shares; 2025Q4: 41,600 shares; 2026Q1: 37,066 shares; 2026Q2: 37,272 shares 37,272 $5.1M 0.59% +206 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,145 shares; 2024Q4: 53,145 shares; 2025Q1: 53,145 shares; 2025Q2: 53,145 shares; 2025Q3: 53,145 shares; 2025Q4: 53,145 shares; 2026Q1: 55,145 shares; 2026Q2: 136,245 shares 136,245 $5.04M 0.58% +81,100 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: 12,064 shares; 2024Q4: 10,564 shares; 2025Q1: 8,809 shares; 2025Q2: 8,854 shares; 2025Q3: 8,909 shares; 2025Q4: 9,164 shares; 2026Q1: 10,197 shares; 2026Q2: 14,194 shares 14,194 $5.01M 0.58% +3,997 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,295 shares; 2024Q4: 21,480 shares; 2025Q1: 21,605 shares; 2025Q2: 21,705 shares; 2025Q3: 21,835 shares; 2025Q4: 22,300 shares; 2026Q1: 22,300 shares; 2026Q2: 17,810 shares 17,810 $5.01M 0.58% -4,490 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 65,050 shares; 2025Q4: 65,050 shares; 2026Q1: 65,050 shares; 2026Q2: 65,555 shares 65,555 $4.88M 0.57% +505 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,180 shares; 2024Q4: 82,015 shares; 2025Q1: 82,530 shares; 2025Q2: 82,935 shares; 2025Q3: 83,465 shares; 2025Q4: 83,465 shares; 2026Q1: 80,210 shares; 2026Q2: 62,360 shares 62,360 $4.77M 0.55% -17,850 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,813 shares; 2024Q4: 154,423 shares; 2025Q1: 155,448 shares; 2025Q2: 185,128 shares; 2025Q3: 187,523 shares; 2025Q4: 190,648 shares; 2026Q1: 190,648 shares; 2026Q2: 192,273 shares 192,273 $4.63M 0.54% +1,625 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,140 shares; 2025Q2: 55,425 shares; 2025Q3: 71,835 shares; 2025Q4: 73,860 shares; 2026Q1: 73,860 shares; 2026Q2: 74,465 shares 74,465 $4.61M 0.53% +605 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,800 shares; 2024Q4: 15,835 shares; 2025Q1: 15,930 shares; 2025Q2: 16,005 shares; 2025Q3: 16,100 shares; 2025Q4: 16,530 shares; 2026Q1: 16,530 shares; 2026Q2: 16,656 shares 16,656 $4.53M 0.52% +126 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: 50,070 shares; 2024Q4: 30,150 shares; 2025Q1: 28,410 shares; 2025Q2: 28,535 shares; 2025Q3: 28,700 shares; 2025Q4: 28,700 shares; 2026Q1: 22,720 shares; 2026Q2: 22,887 shares 22,887 $4.34M 0.5% +167 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,200 shares; 2024Q4: 72,150 shares; 2025Q1: 72,810 shares; 2025Q2: 73,330 shares; 2025Q3: 156,175 shares; 2025Q4: 160,830 shares; 2026Q1: 174,145 shares; 2026Q2: 175,560 shares 175,560 $4.15M 0.48% +1,415 Timeline INTU INTUIT More: the full row for INTUIT 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: 15,780 shares 15,780 $4.12M 0.48% new 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: 11,332 shares; 2024Q4: 10,032 shares; 2025Q1: 10,087 shares; 2025Q2: 10,132 shares; 2025Q3: 10,192 shares; 2025Q4: 10,497 shares; 2026Q1: 10,789 shares; 2026Q2: 15,226 shares 15,226 $4.12M 0.48% +4,437 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN 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: 44,825 shares; 2025Q4: 60,825 shares; 2026Q1: 66,850 shares; 2026Q2: 75,390 shares 75,390 $3.98M 0.46% +8,540 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: 11,387 shares; 2024Q4: 25,112 shares; 2025Q1: 27,282 shares; 2025Q2: 27,917 shares; 2025Q3: 28,092 shares; 2025Q4: 29,102 shares; 2026Q1: 29,102 shares; 2026Q2: 29,329 shares 29,329 $3.97M 0.46% +227 Timeline NKE NIKE INC More: the full row for NIKE 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: 89,160 shares 89,160 $3.66M 0.42% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,125 shares; 2024Q4: 45,080 shares; 2025Q1: 45,360 shares; 2025Q2: 45,585 shares; 2025Q3: 89,790 shares; 2025Q4: 91,845 shares; 2026Q1: 91,845 shares; 2026Q2: 92,560 shares 92,560 $3.61M 0.42% +715 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,290 shares; 2024Q4: 140,345 shares; 2025Q1: 141,655 shares; 2025Q2: 142,695 shares; 2025Q3: 125,490 shares; 2025Q4: 125,490 shares; 2026Q1: 125,490 shares; 2026Q2: 102,905 shares 102,905 $3.29M 0.38% -22,585 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: 6,627 shares; 2025Q2: 6,627 shares; 2025Q3: 6,627 shares; 2025Q4: 4,327 shares; 2026Q1: 4,327 shares; 2026Q2: 4,327 shares 4,327 $3.19M 0.37% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,180 shares; 2024Q4: 28,060 shares; 2025Q1: 33,805 shares; 2025Q2: 34,045 shares; 2025Q3: 34,355 shares; 2025Q4: 34,355 shares; 2026Q1: 22,435 shares; 2026Q2: 22,685 shares 22,685 $3.1M 0.36% +250 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,150 shares; 2024Q4: 29,150 shares; 2025Q1: 29,150 shares; 2025Q2: 29,150 shares; 2025Q3: 29,150 shares; 2025Q4: 29,150 shares; 2026Q1: 29,950 shares; 2026Q2: 29,950 shares 29,950 $2.89M 0.33% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,410 shares; 2024Q4: 11,880 shares; 2025Q1: 8,340 shares; 2025Q2: 8,340 shares; 2025Q3: 8,340 shares; 2025Q4: 8,340 shares; 2026Q1: 8,340 shares; 2026Q2: 8,340 shares 8,340 $2.82M 0.33% 0 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: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $2.73M 0.32% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,771 shares; 2024Q4: 39,171 shares; 2025Q1: 39,476 shares; 2025Q2: 39,721 shares; 2025Q3: 40,036 shares; 2025Q4: 40,036 shares; 2026Q1: 40,036 shares; 2026Q2: 40,464 shares 40,464 $2.33M 0.27% +428 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: 7,340 shares; 2024Q4: 7,340 shares; 2025Q1: 7,340 shares; 2025Q2: 7,340 shares; 2025Q3: 7,340 shares; 2025Q4: 7,340 shares; 2026Q1: 7,340 shares; 2026Q2: 7,340 shares 7,340 $2.22M 0.26% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,790 shares; 2024Q4: 48,790 shares; 2025Q1: 48,790 shares; 2025Q2: 48,790 shares; 2025Q3: 48,790 shares; 2025Q4: 25,470 shares; 2026Q1: 25,470 shares; 2026Q2: 25,470 shares 25,470 $2.04M 0.24% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,290 shares; 2024Q4: 26,290 shares; 2025Q1: 26,290 shares; 2025Q2: 26,290 shares; 2025Q3: 26,290 shares; 2025Q4: 26,290 shares; 2026Q1: 26,290 shares; 2026Q2: 26,290 shares 26,290 $1.98M 0.23% 0 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: 7,490 shares; 2024Q4: 4,495 shares; 2025Q1: 4,530 shares; 2025Q2: 4,560 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares; 2026Q1: 4,200 shares; 2026Q2: 4,240 shares 4,240 $1.58M 0.18% +40 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,715 shares; 2024Q4: 11,715 shares; 2025Q1: 11,715 shares; 2025Q2: 11,715 shares; 2025Q3: 11,715 shares; 2025Q4: 12,075 shares; 2026Q1: 12,075 shares; 2026Q2: 12,075 shares 12,075 $1.57M 0.18% 0 Timeline JNK 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: 34,086 shares; 2024Q4: 34,086 shares; 2025Q1: 34,086 shares; 2025Q2: 15,256 shares; 2025Q3: 15,256 shares; 2025Q4: 15,256 shares; 2026Q1: 15,256 shares; 2026Q2: 15,256 shares 15,256 $1.47M 0.17% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,565 shares; 2024Q4: 17,565 shares; 2025Q1: 17,565 shares; 2025Q2: 17,565 shares; 2025Q3: 17,565 shares; 2025Q4: 18,390 shares; 2026Q1: 18,390 shares; 2026Q2: 18,390 shares 18,390 $1.44M 0.17% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,330 shares; 2025Q4: 13,330 shares; 2026Q1: 13,330 shares; 2026Q2: 13,330 shares 13,330 $1.17M 0.14% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,675 shares; 2025Q4: 39,675 shares; 2026Q1: 39,675 shares; 2026Q2: 39,675 shares 39,675 $1.17M 0.14% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,395 shares; 2024Q4: 11,395 shares; 2025Q1: 11,395 shares; 2025Q2: 11,395 shares; 2025Q3: 11,395 shares; 2025Q4: 11,930 shares; 2026Q1: 11,930 shares; 2026Q2: 11,930 shares 11,930 $1.15M 0.13% 0 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: 12,170 shares; 2024Q4: 13,170 shares; 2025Q1: 13,570 shares; 2025Q2: 12,150 shares; 2025Q3: 3,770 shares; 2025Q4: 3,770 shares; 2026Q1: 3,770 shares; 2026Q2: 3,770 shares 3,770 $1.13M 0.13% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,550 shares; 2026Q1: 10,806 shares; 2026Q2: 10,806 shares 10,806 $1.12M 0.13% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,500 shares; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 19,335 shares; 2026Q1: 19,335 shares; 2026Q2: 19,335 shares 19,335 $1.12M 0.13% 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: not reported; 2024Q4: not reported; 2025Q1: 3,382 shares; 2025Q2: 3,382 shares; 2025Q3: 3,382 shares; 2025Q4: 3,382 shares; 2026Q1: 3,382 shares; 2026Q2: 3,382 shares 3,382 $979K 0.11% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,410 shares; 2025Q2: 4,410 shares; 2025Q3: 4,410 shares; 2025Q4: 1,710 shares; 2026Q1: 1,710 shares; 2026Q2: 1,710 shares 1,710 $893K 0.1% 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: 5,195 shares; 2024Q4: 5,195 shares; 2025Q1: 5,195 shares; 2025Q2: 5,195 shares; 2025Q3: 5,195 shares; 2025Q4: 3,995 shares; 2026Q1: 3,995 shares; 2026Q2: 2,075 shares 2,075 $742K 0.09% -1,920 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,490 shares 2,490 $558K 0.06% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 2,490 shares 2,490 $550K 0.06% new 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: 137,400 shares; 2024Q4: 137,400 shares; 2025Q1: 118,400 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares; 2026Q2: 4,900 shares 4,900 $406K 0.05% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 18,055 shares; 2026Q2: 18,055 shares 18,055 $345K 0.04% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: not reported; 2026Q2: 2,120 shares 2,120 $253K 0.03% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,020 shares; 2024Q4: 30,170 shares; 2025Q1: 30,440 shares; 2025Q2: 30,655 shares; 2025Q3: 30,935 shares; 2025Q4: 30,935 shares; 2026Q1: 30,935 shares; 2026Q2: 6,055 shares 6,055 $211K 0.02% -24,880 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $183K 0.02% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,200 shares; 2024Q4: 64,320 shares; 2025Q1: 64,690 shares; 2025Q2: 64,985 shares; 2025Q3: 65,365 shares; 2025Q4: 65,365 shares; 2026Q1: 65,365 shares; 2026Q2: 7,745 shares 7,745 $172K 0.02% -57,620 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: 35,285 shares; 2024Q4: 29,585 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,467 shares 1,467 $166K 0.02% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares; 2026Q1: not reported; 2026Q2: 4,935 shares 4,935 $132K 0.02% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: not reported; 2026Q2: 1,150 shares 1,150 $103K 0.01% new 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: 19,855 shares; 2024Q4: 17,555 shares; 2025Q1: 17,660 shares; 2025Q2: 17,740 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,605 shares; 2026Q2: 205 shares 205 $77.4K 0.01% -6,400 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 75 shares 75 $72.1K 0.01% new Timeline SPLB 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $67.2K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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: 185 shares 185 $65.5K 0.01% 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: not reported; 2026Q1: not reported; 2026Q2: 54 shares 54 $64.8K 0.01% new Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,375 shares 1,375 $45.4K 0.01% new 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: 6,199 shares; 2024Q4: 6,199 shares; 2025Q1: 6,199 shares; 2025Q2: 6,199 shares; 2025Q3: 6,199 shares; 2025Q4: 6,199 shares; 2026Q1: 6,199 shares; 2026Q2: 384 shares 384 $36.3K <0.01% -5,815 Timeline VCSH 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: not reported; 2026Q2: 75 shares 75 $5.93K <0.01% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 200 shares 200 $5.8K <0.01% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: not reported; 2026Q2: 75 shares 75 $5.75K <0.01% new Timeline ANGL 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: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: not reported; 2026Q2: 185 shares 185 $5.41K <0.01% new Timeline HYDW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: not reported; 2026Q2: 115 shares 115 $5.39K <0.01% new Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: not reported; 2026Q2: 120 shares 120 $5.38K <0.01% new Timeline BAB 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 200 shares 200 $5.37K <0.01% new Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: not reported; 2026Q2: 300 shares 300 $5.18K <0.01% new Timeline FLTR 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 200 shares 200 $5.12K <0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $5.11K <0.01% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $5.07K <0.01% new Timeline MINT 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: not reported; 2026Q2: 50 shares 50 $5.04K <0.01% new Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $5.04K <0.01% new Timeline SPIB 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: not reported; 2026Q2: 150 shares 150 $5.02K <0.01% new Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $5K <0.01% new Timeline BKLN 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: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: not reported; 2026Q2: 245 shares 245 $4.99K <0.01% 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $4.96K <0.01% new 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: not reported; 2026Q2: 50 shares 50 $4.95K <0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $4.84K <0.01% 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: 100 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 200 shares 200 $4.63K <0.01% new Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $4.2K <0.01% new Timeline