IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,100 shares; 2025Q1: 40,641 shares; 2025Q2: 72,699 shares; 2025Q3: 78,700 shares; 2025Q4: 76,492 shares; 2026Q1: 75,371 shares; 2026Q2: 73,107 shares; 2026Q3: 72,983 shares 72,983 $55.9M 14.26% -124 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 715,759 shares; 2025Q1: 751,674 shares; 2025Q2: 749,143 shares; 2025Q3: 756,648 shares; 2025Q4: 759,888 shares; 2026Q1: 786,765 shares; 2026Q2: 756,795 shares; 2026Q3: 781,829 shares 781,829 $54.8M 13.99% +25,034 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,379 shares; 2025Q1: 85,797 shares; 2025Q2: 89,224 shares; 2025Q3: 88,228 shares; 2025Q4: 85,702 shares; 2026Q1: 86,461 shares; 2026Q2: 505,882 shares; 2026Q3: 501,536 shares 501,536 $45.2M 11.53% -4,346 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; 2024Q4: 433,714 shares; 2025Q1: 445,885 shares; 2025Q2: 445,662 shares; 2025Q3: 449,638 shares; 2025Q4: 451,628 shares; 2026Q1: 464,730 shares; 2026Q2: 447,083 shares; 2026Q3: 462,114 shares 462,114 $36.2M 9.23% +15,031 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,831 shares; 2025Q1: 23,822 shares; 2025Q2: 25,344 shares; 2025Q3: 25,744 shares; 2025Q4: 26,402 shares; 2026Q1: 147,393 shares; 2026Q2: 147,233 shares; 2026Q3: 146,946 shares 146,946 $31.8M 8.1% -287 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 361,315 shares; 2025Q1: 382,223 shares; 2025Q2: 375,757 shares; 2025Q3: 372,909 shares; 2025Q4: 366,632 shares; 2026Q1: 330,131 shares; 2026Q2: 324,654 shares; 2026Q3: 325,441 shares 325,441 $27M 6.89% +787 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 277,597 shares; 2025Q1: 280,857 shares; 2025Q2: 298,875 shares; 2025Q3: 300,235 shares; 2025Q4: 297,156 shares; 2026Q1: 299,955 shares; 2026Q2: 293,746 shares; 2026Q3: 295,677 shares 295,677 $21.3M 5.43% +1,931 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,305 shares; 2025Q1: 28,972 shares; 2025Q2: 31,988 shares; 2025Q3: 31,768 shares; 2025Q4: 32,461 shares; 2026Q1: 136,144 shares; 2026Q2: 132,452 shares; 2026Q3: 134,444 shares 134,444 $18.3M 4.67% +1,992 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; 2024Q4: 282,210 shares; 2025Q1: 289,209 shares; 2025Q2: 276,260 shares; 2025Q3: 282,764 shares; 2025Q4: 288,485 shares; 2026Q1: 302,477 shares; 2026Q2: 310,046 shares; 2026Q3: 317,404 shares 317,404 $15M 3.83% +7,358 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,748 shares; 2025Q1: 51,402 shares; 2025Q2: 51,562 shares; 2025Q3: 51,664 shares; 2025Q4: 51,527 shares; 2026Q1: 50,706 shares; 2026Q2: 50,120 shares; 2026Q3: 48,535 shares 48,535 $12M 3.07% -1,585 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; 2024Q4: 187,088 shares; 2025Q1: 198,886 shares; 2025Q2: 198,013 shares; 2025Q3: 196,289 shares; 2025Q4: 194,691 shares; 2026Q1: 183,337 shares; 2026Q2: 180,916 shares; 2026Q3: 182,446 shares 182,446 $10.8M 2.76% +1,530 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; 2024Q4: 20,858 shares; 2025Q1: 22,936 shares; 2025Q2: 23,281 shares; 2025Q3: 22,901 shares; 2025Q4: 23,504 shares; 2026Q1: 67,197 shares; 2026Q2: 66,693 shares; 2026Q3: 67,368 shares 67,368 $10.5M 2.67% +675 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; 2024Q4: 30,174 shares; 2025Q1: 31,364 shares; 2025Q2: 29,766 shares; 2025Q3: 28,429 shares; 2025Q4: 27,621 shares; 2026Q1: 28,336 shares; 2026Q2: 28,059 shares; 2026Q3: 26,664 shares 26,664 $9.98M 2.55% -1,395 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,216 shares; 2025Q1: 99,567 shares; 2025Q2: 99,871 shares; 2025Q3: 98,100 shares; 2025Q4: 99,217 shares; 2026Q1: 95,556 shares; 2026Q2: 95,687 shares; 2026Q3: 96,407 shares 96,407 $9.16M 2.34% +720 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 226,537 shares; 2025Q1: 226,111 shares; 2025Q2: 191,307 shares; 2025Q3: 192,120 shares; 2025Q4: 193,068 shares; 2026Q1: 190,885 shares; 2026Q2: 190,390 shares; 2026Q3: 191,360 shares 191,360 $6.51M 1.66% +970 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; 2024Q4: 20,879 shares; 2025Q1: 20,948 shares; 2025Q2: 20,711 shares; 2025Q3: 20,686 shares; 2025Q4: 21,010 shares; 2026Q1: 21,005 shares; 2026Q2: 21,042 shares; 2026Q3: 21,093 shares 21,093 $6M 1.53% +51 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,423 shares; 2025Q1: 10,434 shares; 2025Q2: 9,963 shares; 2025Q3: 9,974 shares; 2025Q4: 10,194 shares; 2026Q1: 10,203 shares; 2026Q2: 10,452 shares; 2026Q3: 10,504 shares 10,504 $3.5M 0.89% +52 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,262 shares; 2025Q1: 10,369 shares; 2025Q2: 10,204 shares; 2025Q3: 10,221 shares; 2025Q4: 10,255 shares; 2026Q1: 10,151 shares; 2026Q2: 9,983 shares; 2026Q3: 9,704 shares 9,704 $2.24M 0.57% -279 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,835 shares; 2025Q1: 57,661 shares; 2025Q2: 57,471 shares; 2025Q3: 57,783 shares; 2025Q4: 56,548 shares; 2026Q1: 11,614 shares; 2026Q2: 11,485 shares; 2026Q3: 10,342 shares 10,342 $1.66M 0.42% -1,143 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; 2024Q4: 2,957 shares; 2025Q1: 2,921 shares; 2025Q2: 2,966 shares; 2025Q3: 1,547 shares; 2025Q4: 1,488 shares; 2026Q1: 1,492 shares; 2026Q2: 1,483 shares; 2026Q3: 1,487 shares 1,487 $1.13M 0.29% +4 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,555 shares; 2025Q1: 12,098 shares; 2025Q2: 8,788 shares; 2025Q3: 8,438 shares; 2025Q4: 8,438 shares; 2026Q1: 7,261 shares; 2026Q2: 6,904 shares; 2026Q3: 6,719 shares 6,719 $1.06M 0.27% -185 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,041 shares; 2025Q1: 6,064 shares; 2025Q2: 6,090 shares; 2025Q3: 6,118 shares; 2025Q4: 6,147 shares; 2026Q1: 7,682 shares; 2026Q2: 7,713 shares; 2026Q3: 6,898 shares 6,898 $884K 0.23% -815 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,415 shares; 2025Q1: 2,482 shares; 2025Q2: 2,485 shares; 2025Q3: 2,468 shares; 2025Q4: 2,380 shares; 2026Q1: 2,302 shares; 2026Q2: 2,219 shares; 2026Q3: 2,193 shares 2,193 $783K 0.2% -26 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,588 shares; 2025Q1: 2,587 shares; 2025Q2: 2,588 shares; 2025Q3: 2,590 shares; 2025Q4: 2,572 shares; 2026Q1: 2,574 shares; 2026Q2: 2,573 shares; 2026Q3: 2,543 shares 2,543 $589K 0.15% -30 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; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares; 2026Q2: 2,280 shares; 2026Q3: 2,278 shares 2,278 $568K 0.14% -2 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,135 shares; 2025Q1: 4,135 shares; 2025Q2: 4,135 shares; 2025Q3: 3,697 shares; 2025Q4: 3,697 shares; 2026Q1: 3,697 shares; 2026Q2: 3,465 shares; 2026Q3: 3,465 shares 3,465 $493K 0.13% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,286 shares; 2025Q1: 8,318 shares; 2025Q2: 8,356 shares; 2025Q3: 8,391 shares; 2025Q4: 8,419 shares; 2026Q1: 8,449 shares; 2026Q2: 8,476 shares; 2026Q3: 8,506 shares 8,506 $468K 0.12% +30 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; 2024Q4: 500 shares; 2025Q1: 502 shares; 2025Q2: 504 shares; 2025Q3: 507 shares; 2025Q4: 509 shares; 2026Q1: 512 shares; 2026Q2: 514 shares; 2026Q3: 517 shares 517 $466K 0.12% +3 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,112 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,075 shares; 2026Q1: 1,061 shares; 2026Q2: 3,755 shares; 2026Q3: 3,590 shares 3,590 $450K 0.11% -165 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 641 shares; 2025Q1: 643 shares; 2025Q2: 645 shares; 2025Q3: 647 shares; 2025Q4: 650 shares; 2026Q1: 651 shares; 2026Q2: 653 shares; 2026Q3: 655 shares 655 $440K 0.11% +2 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 550 shares; 2026Q3: 550 shares 550 $399K 0.1% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,785 shares; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares; 2025Q3: 1,752 shares; 2025Q4: 1,752 shares; 2026Q1: 1,735 shares; 2026Q2: 1,735 shares; 2026Q3: 1,735 shares 1,735 $396K 0.1% 0 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; 2024Q4: 1,438 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,400 shares; 2025Q4: 1,324 shares; 2026Q1: 1,288 shares; 2026Q2: 1,199 shares; 2026Q3: 1,117 shares 1,117 $393K 0.1% -82 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares; 2026Q3: 1,525 shares 1,525 $387K 0.1% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,338 shares; 2026Q2: 1,338 shares; 2026Q3: 1,338 shares 1,338 $370K 0.09% 0 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; 2024Q4: 1,065 shares; 2025Q1: 1,070 shares; 2025Q2: 1,076 shares; 2025Q3: 1,081 shares; 2025Q4: 1,086 shares; 2026Q1: 1,091 shares; 2026Q2: 1,097 shares; 2026Q3: 1,101 shares 1,101 $364K 0.09% +4 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,034 shares; 2025Q1: 1,040 shares; 2025Q2: 1,046 shares; 2025Q3: 1,052 shares; 2025Q4: 1,059 shares; 2026Q1: 1,065 shares; 2026Q2: 1,072 shares; 2026Q3: 977 shares 977 $226K 0.06% -95 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,538 shares; 2025Q1: 1,541 shares; 2025Q2: 1,547 shares; 2025Q3: 1,550 shares; 2025Q4: 1,553 shares; 2026Q1: 1,557 shares; 2026Q2: 1,561 shares; 2026Q3: 1,568 shares 1,568 $215K 0.05% +7 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; 2024Q4: 2,044 shares; 2025Q1: 2,056 shares; 2025Q2: 2,060 shares; 2025Q3: 2,074 shares; 2025Q4: 2,130 shares; 2026Q1: 1,903 shares; 2026Q2: 1,903 shares; 2026Q3: 1,851 shares 1,851 $214K 0.05% -52 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; 2024Q4: 2,560 shares; 2025Q1: 2,571 shares; 2025Q2: 2,608 shares; 2025Q3: 2,615 shares; 2025Q4: 2,639 shares; 2026Q1: 2,293 shares; 2026Q2: 2,325 shares; 2026Q3: 2,330 shares 2,330 $202K 0.05% +5 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 645 shares; 2025Q1: 582 shares; 2025Q2: 583 shares; 2025Q3: 585 shares; 2025Q4: 586 shares; 2026Q1: 473 shares; 2026Q2: 469 shares; 2026Q3: 464 shares 464 $200K 0.05% -5 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,578 shares; 2025Q1: 4,578 shares; 2025Q2: 4,578 shares; 2025Q3: 4,578 shares; 2025Q4: 4,578 shares; 2026Q1: 4,578 shares; 2026Q2: 4,578 shares; 2026Q3: 4,578 shares 4,578 $185K 0.05% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 611 shares; 2025Q1: 610 shares; 2025Q2: 614 shares; 2025Q3: 618 shares; 2025Q4: 622 shares; 2026Q1: 626 shares; 2026Q2: 630 shares; 2026Q3: 496 shares 496 $182K 0.05% -134 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; 2024Q4: 2,305 shares; 2025Q1: 2,307 shares; 2025Q2: 2,310 shares; 2025Q3: 2,313 shares; 2025Q4: 2,317 shares; 2026Q1: 2,319 shares; 2026Q2: 2,323 shares; 2026Q3: 2,326 shares 2,326 $180K 0.05% +3 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 848 shares; 2025Q1: 852 shares; 2025Q2: 855 shares; 2025Q3: 857 shares; 2025Q4: 860 shares; 2026Q1: 863 shares; 2026Q2: 866 shares; 2026Q3: 869 shares 869 $166K 0.04% +3 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 624 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 630 shares; 2025Q4: 635 shares; 2026Q1: 637 shares; 2026Q2: 640 shares; 2026Q3: 643 shares 643 $150K 0.04% +3 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; 2024Q4: 865 shares; 2025Q1: 870 shares; 2025Q2: 876 shares; 2025Q3: 882 shares; 2025Q4: 888 shares; 2026Q1: 894 shares; 2026Q2: 1,026 shares; 2026Q3: 908 shares 908 $132K 0.03% -118 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 479 shares; 2026Q2: 479 shares; 2026Q3: 479 shares 479 $127K 0.03% 0 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; 2024Q4: 1,867 shares; 2025Q1: 1,648 shares; 2025Q2: 1,288 shares; 2025Q3: 1,288 shares; 2025Q4: 1,288 shares; 2026Q1: 846 shares; 2026Q2: 813 shares; 2026Q3: 813 shares 813 $126K 0.03% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,063 shares; 2025Q1: 1,133 shares; 2025Q2: 1,622 shares; 2025Q3: 1,389 shares; 2025Q4: 1,333 shares; 2026Q1: 931 shares; 2026Q2: 961 shares; 2026Q3: 961 shares 961 $93.1K 0.02% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,859 shares; 2025Q1: 4,859 shares; 2025Q2: 4,865 shares; 2025Q3: 2,688 shares; 2025Q4: 2,764 shares; 2026Q1: 2,764 shares; 2026Q2: 2,768 shares; 2026Q3: 2,498 shares 2,498 $91K 0.02% -270 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 420 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 328 shares; 2025Q4: 329 shares; 2026Q1: 317 shares; 2026Q2: 313 shares; 2026Q3: 313 shares 313 $87.1K 0.02% 0 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; 2024Q4: 347 shares; 2025Q1: 349 shares; 2025Q2: 351 shares; 2025Q3: 354 shares; 2025Q4: 356 shares; 2026Q1: 358 shares; 2026Q2: 360 shares; 2026Q3: 393 shares 393 $86.4K 0.02% +33 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 913 shares; 2025Q1: 615 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 618 shares; 2026Q1: 520 shares; 2026Q2: 678 shares; 2026Q3: 633 shares 633 $85.8K 0.02% -45 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,790 shares; 2025Q1: 3,790 shares; 2025Q2: 3,798 shares; 2025Q3: 1,835 shares; 2025Q4: 1,899 shares; 2026Q1: 1,899 shares; 2026Q2: 1,904 shares; 2026Q3: 1,632 shares 1,632 $81.2K 0.02% -272 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 754 shares; 2026Q2: 740 shares; 2026Q3: 670 shares 670 $72.8K 0.02% -70 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 401 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $68.9K 0.02% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 749 shares; 2025Q3: 655 shares; 2025Q4: 631 shares; 2026Q1: 630 shares; 2026Q2: 555 shares; 2026Q3: 530 shares 530 $68.3K 0.02% -25 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 603 shares; 2025Q1: 614 shares; 2025Q2: 621 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 639 shares; 2026Q2: 646 shares; 2026Q3: 524 shares 524 $66.4K 0.02% -122 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 862 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 862 shares; 2026Q2: 862 shares; 2026Q3: 862 shares 862 $65K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 96 shares; 2026Q3: 96 shares 96 $63.3K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 389 shares; 2025Q1: 391 shares; 2025Q2: 392 shares; 2025Q3: 394 shares; 2025Q4: 395 shares; 2026Q1: 397 shares; 2026Q2: 398 shares; 2026Q3: 400 shares 400 $62K 0.02% +2 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; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 117 shares; 2026Q3: 117 shares 117 $58.3K 0.01% 0 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares; 2026Q3: 5,500 shares 5,500 $56.8K 0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 320 shares; 2025Q1: 323 shares; 2025Q2: 327 shares; 2025Q3: 331 shares; 2025Q4: 335 shares; 2026Q1: 338 shares; 2026Q2: 391 shares; 2026Q3: 265 shares 265 $54.1K 0.01% -126 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,444 shares; 2026Q1: 1,318 shares; 2026Q2: 1,297 shares; 2026Q3: 1,297 shares 1,297 $52.4K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 668 shares; 2026Q3: 668 shares 668 $52.4K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares; 2026Q1: 1,524 shares; 2026Q2: 1,524 shares; 2026Q3: 1,524 shares 1,524 $50.1K 0.01% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,342 shares; 2025Q1: 2,342 shares; 2025Q2: 1,947 shares; 2025Q3: 1,853 shares; 2025Q4: 1,853 shares; 2026Q1: 631 shares; 2026Q2: 631 shares; 2026Q3: 631 shares 631 $46.9K 0.01% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 151 shares; 2025Q3: 152 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 154 shares; 2026Q3: 174 shares 174 $46.2K 0.01% +20 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; 2024Q4: 981 shares; 2025Q1: 982 shares; 2025Q2: 983 shares; 2025Q3: 984 shares; 2025Q4: 986 shares; 2026Q1: 987 shares; 2026Q2: 1,367 shares; 2026Q3: 989 shares 989 $45.4K 0.01% -378 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 595 shares; 2026Q3: 457 shares 457 $44.4K 0.01% -138 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $38.7K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572 shares; 2025Q3: 572 shares; 2025Q4: 497 shares; 2026Q1: 471 shares; 2026Q2: 471 shares; 2026Q3: 471 shares 471 $38.2K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 133 shares; 2025Q4: 134 shares; 2026Q1: 135 shares; 2026Q2: 136 shares; 2026Q3: 137 shares 137 $38K 0.01% +1 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: not reported; 2026Q3: 150 shares 150 $34.3K 0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 384 shares; 2025Q1: 392 shares; 2025Q2: 399 shares; 2025Q3: 406 shares; 2025Q4: 412 shares; 2026Q1: 420 shares; 2026Q2: 426 shares; 2026Q3: 432 shares 432 $29.1K 0.01% +6 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 630 shares; 2026Q3: 380 shares 380 $26.4K 0.01% -250 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; 2024Q4: 146 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 149 shares; 2026Q2: 150 shares; 2026Q3: 102 shares 102 $26.4K 0.01% -48 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,691 shares; 2025Q1: 1,698 shares; 2025Q2: 1,705 shares; 2025Q3: 1,713 shares; 2025Q4: 1,721 shares; 2026Q1: 1,732 shares; 2026Q2: 1,746 shares; 2026Q3: 1,760 shares 1,760 $25.1K 0.01% +14 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 133 shares; 2026Q1: 134 shares; 2026Q2: 134 shares; 2026Q3: 135 shares 135 $24.8K 0.01% +1 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; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares; 2026Q3: 950 shares 950 $23.2K 0.01% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 138 shares 138 $22.5K 0.01% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 274 shares; 2025Q1: 266 shares; 2025Q2: 269 shares; 2025Q3: 271 shares; 2025Q4: 268 shares; 2026Q1: 197 shares; 2026Q2: 261 shares; 2026Q3: 263 shares 263 $21.3K 0.01% +2 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $20.5K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 94 shares; 2026Q3: 63 shares 63 $19.7K 0.01% -31 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; 2024Q4: 160 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 411 shares; 2026Q3: 161 shares 161 $17.3K <0.01% -250 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; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 60 shares; 2026Q2: 223 shares; 2026Q3: 61 shares 61 $17.2K <0.01% -162 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 103 shares; 2026Q2: 103 shares; 2026Q3: 104 shares 104 $17K <0.01% +1 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; 2024Q4: 238 shares; 2025Q1: 240 shares; 2025Q2: 242 shares; 2025Q3: 243 shares; 2025Q4: 245 shares; 2026Q1: 247 shares; 2026Q2: 250 shares; 2026Q3: 252 shares 252 $14.6K <0.01% +2 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 962 shares; 2026Q1: 962 shares; 2026Q2: 962 shares; 2026Q3: 962 shares 962 $14.4K <0.01% 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; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 23 shares; 2026Q3: 15 shares 15 $14.3K <0.01% -8 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 52 shares; 2026Q2: 52 shares; 2026Q3: 52 shares 52 $14.3K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 177 shares; 2026Q2: 177 shares; 2026Q3: 178 shares 178 $13.8K <0.01% +1 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 216 shares; 2026Q1: 151 shares; 2026Q2: 153 shares; 2026Q3: 153 shares 153 $12.9K <0.01% 0 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; 2024Q4: 305 shares; 2025Q1: 306 shares; 2025Q2: 308 shares; 2025Q3: 310 shares; 2025Q4: 311 shares; 2026Q1: 313 shares; 2026Q2: 315 shares; 2026Q3: 156 shares 156 $12.5K <0.01% -159 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 136 shares; 2025Q3: 137 shares; 2025Q4: 138 shares; 2026Q1: 139 shares; 2026Q2: 139 shares; 2026Q3: 140 shares 140 $12.3K <0.01% +1 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 331 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,507 shares; 2025Q4: 1,842 shares; 2026Q1: 518 shares; 2026Q2: 518 shares; 2026Q3: 518 shares 518 $12.2K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 750 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 606 shares; 2025Q4: 368 shares; 2026Q1: 329 shares; 2026Q2: 329 shares; 2026Q3: 123 shares 123 $12K <0.01% -206 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; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 134 shares; 2025Q3: 135 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 138 shares; 2026Q3: 139 shares 139 $11.9K <0.01% +1 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 34 shares 34 $11.6K <0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 491 shares; 2026Q2: 673 shares; 2026Q3: 491 shares 491 $10.7K <0.01% -182 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $10.6K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145 shares; 2025Q1: 146 shares; 2025Q2: 148 shares; 2025Q3: 150 shares; 2025Q4: 152 shares; 2026Q1: 153 shares; 2026Q2: 155 shares; 2026Q3: 156 shares 156 $9.47K <0.01% +1 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $9.45K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 52 shares; 2026Q3: 52 shares 52 $9.13K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 60 shares 60 $7.83K <0.01% 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; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 229 shares; 2026Q2: 229 shares; 2026Q3: 229 shares 229 $7.09K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 188 shares; 2025Q1: 192 shares; 2025Q2: 196 shares; 2025Q3: 199 shares; 2025Q4: 202 shares; 2026Q1: 203 shares; 2026Q2: 206 shares; 2026Q3: 208 shares 208 $5.73K <0.01% +2 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30 shares 30 $5.25K <0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 355 shares; 2026Q3: 25 shares 25 $4.7K <0.01% -330 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 55 shares; 2026Q2: 55 shares; 2026Q3: 55 shares 55 $4.41K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares; 2026Q3: 115 shares 115 $4.36K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50 shares 50 $4.29K <0.01% new 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; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares; 2026Q3: 39 shares 39 $4.11K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14 shares 14 $3.92K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 72 shares 72 $3.92K <0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $3.64K <0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13 shares 13 $3.4K <0.01% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares; 2026Q3: 114 shares 114 $3.38K <0.01% 0 Timeline JMKE JERSEY MIKES SUBS INC More: the full row for JERSEY MIKES SUBS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 200 shares 200 $3.36K <0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 34 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $3.28K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 187 shares; 2026Q3: 187 shares 187 $3.02K <0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4 shares 4 $2.83K <0.01% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6 shares 6 $2.74K <0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 58 shares 58 $2.68K <0.01% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4 shares 4 $2.42K <0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5 shares 5 $2.37K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2 shares 2 $2.31K <0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7 shares 7 $2.23K <0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5 shares 5 $2.15K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $2.12K <0.01% 0 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; 2024Q4: 83 shares; 2025Q1: 84 shares; 2025Q2: 86 shares; 2025Q3: 87 shares; 2025Q4: 88 shares; 2026Q1: 90 shares; 2026Q2: 92 shares; 2026Q3: 93 shares 93 $2.12K <0.01% +1 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19 shares 19 $2K <0.01% new Timeline KBWB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22 shares 22 $1.94K <0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1 shares 1 $1.81K <0.01% new Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 42 shares 42 $1.68K <0.01% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50 shares 50 $1.64K <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7 shares 7 $1.63K <0.01% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9 shares 9 $1.62K <0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $1.32K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8 shares 8 $1.28K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7 shares 7 $1.22K <0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19 shares 19 $998 <0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2 shares 2 $691 <0.01% new Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 19 shares 19 $603 <0.01% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6 shares 6 $539 <0.01% new Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $499 <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6 shares 6 $469 <0.01% new Timeline DOUG DOUGLAS ELLIMAN INC More: the full row for DOUGLAS ELLIMAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares; 2026Q3: 69 shares 69 $105 <0.01% 0 Timeline