VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 32,032 shares; 2024Q1: not reported; 2024Q2: 93,632 shares; 2024Q3: not reported; 2024Q4: 552,959 shares; 2025Q1: 642,417 shares; 2025Q2: 697,203 shares; 2025Q3: 740,868 shares 740,868 $44.4M 8.32% +43,665 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; 2023Q4: 7,236 shares; 2024Q1: not reported; 2024Q2: 35,444 shares; 2024Q3: not reported; 2024Q4: 198,180 shares; 2025Q1: 205,326 shares; 2025Q2: 219,395 shares; 2025Q3: 232,281 shares 232,281 $43.3M 8.12% +12,886 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; 2023Q4: 195,057 shares; 2024Q1: not reported; 2024Q2: 195,951 shares; 2024Q3: not reported; 2024Q4: 150,932 shares; 2025Q1: 157,833 shares; 2025Q2: 165,785 shares; 2025Q3: 165,029 shares 165,029 $35.6M 6.67% -756 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; 2023Q4: 2,861 shares; 2024Q1: not reported; 2024Q2: 9,256 shares; 2024Q3: not reported; 2024Q4: 63,720 shares; 2025Q1: 64,911 shares; 2025Q2: 68,833 shares; 2025Q3: 71,508 shares 71,508 $34.3M 6.43% +2,675 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; 2023Q4: 254,116 shares; 2024Q1: not reported; 2024Q2: 236,699 shares; 2024Q3: not reported; 2024Q4: 100,811 shares; 2025Q1: 98,521 shares; 2025Q2: 96,550 shares; 2025Q3: 95,130 shares 95,130 $29.3M 5.49% -1,420 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; 2023Q4: 172,031 shares; 2024Q1: not reported; 2024Q2: 165,677 shares; 2024Q3: not reported; 2024Q4: 81,051 shares; 2025Q1: 80,666 shares; 2025Q2: 82,599 shares; 2025Q3: 82,551 shares 82,551 $24.2M 4.54% -48 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 46,921 shares; 2024Q3: not reported; 2024Q4: 378,145 shares; 2025Q1: 400,593 shares; 2025Q2: 418,438 shares; 2025Q3: 443,406 shares 443,406 $21.9M 4.11% +24,968 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; 2023Q4: 56,741 shares; 2024Q1: not reported; 2024Q2: 60,748 shares; 2024Q3: not reported; 2024Q4: 73,867 shares; 2025Q1: 75,928 shares; 2025Q2: 79,327 shares; 2025Q3: 84,461 shares 84,461 $21.5M 4.02% +5,134 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; 2023Q4: 180,746 shares; 2024Q1: not reported; 2024Q2: 182,295 shares; 2024Q3: not reported; 2024Q4: 125,550 shares; 2025Q1: 128,264 shares; 2025Q2: 143,776 shares; 2025Q3: 142,348 shares 142,348 $20.1M 3.76% -1,428 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; 2023Q4: 133,914 shares; 2024Q1: not reported; 2024Q2: 185,949 shares; 2024Q3: not reported; 2024Q4: 412,337 shares; 2025Q1: 338,384 shares; 2025Q2: 295,168 shares; 2025Q3: 280,071 shares 280,071 $15.2M 2.84% -15,097 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 59,989 shares; 2024Q1: not reported; 2024Q2: 58,803 shares; 2024Q3: not reported; 2024Q4: 58,011 shares; 2025Q1: 58,269 shares; 2025Q2: 57,844 shares; 2025Q3: 57,992 shares 57,992 $14.8M 2.77% +148 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; 2023Q4: 13,464 shares; 2024Q1: not reported; 2024Q2: 33,517 shares; 2024Q3: not reported; 2024Q4: 130,013 shares; 2025Q1: 133,262 shares; 2025Q2: 140,831 shares; 2025Q3: 157,268 shares 157,268 $13.2M 2.48% +16,437 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 24,389 shares; 2024Q1: not reported; 2024Q2: 23,263 shares; 2024Q3: not reported; 2024Q4: 25,605 shares; 2025Q1: 24,898 shares; 2025Q2: 24,867 shares; 2025Q3: 24,776 shares 24,776 $12.8M 2.4% -91 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,203 shares; 2024Q3: not reported; 2024Q4: 104,353 shares; 2025Q1: 115,084 shares; 2025Q2: 125,029 shares; 2025Q3: 131,704 shares 131,704 $10.4M 1.95% +6,675 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; 2023Q4: 45,984 shares; 2024Q1: not reported; 2024Q2: 45,384 shares; 2024Q3: not reported; 2024Q4: 42,799 shares; 2025Q1: 43,899 shares; 2025Q2: 42,475 shares; 2025Q3: 42,096 shares 42,096 $9.24M 1.73% -379 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 37,724 shares; 2024Q1: not reported; 2024Q2: 37,574 shares; 2024Q3: not reported; 2024Q4: 36,014 shares; 2025Q1: 36,711 shares; 2025Q2: 36,251 shares; 2025Q3: 36,231 shares 36,231 $8.81M 1.65% -20 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 84,812 shares; 2024Q1: not reported; 2024Q2: 110,957 shares; 2024Q3: not reported; 2024Q4: 77,152 shares; 2025Q1: 86,356 shares; 2025Q2: 95,739 shares; 2025Q3: 97,059 shares 97,059 $8.22M 1.54% +1,320 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 92,020 shares; 2024Q1: not reported; 2024Q2: 97,941 shares; 2024Q3: not reported; 2024Q4: 71,006 shares; 2025Q1: 74,640 shares; 2025Q2: 77,821 shares; 2025Q3: 82,383 shares 82,383 $7.38M 1.38% +4,562 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,801 shares; 2024Q3: not reported; 2024Q4: 76,268 shares; 2025Q1: 82,566 shares; 2025Q2: 85,628 shares; 2025Q3: 90,582 shares 90,582 $6.74M 1.26% +4,954 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; 2023Q4: 29,742 shares; 2024Q1: not reported; 2024Q2: 29,624 shares; 2024Q3: not reported; 2024Q4: 27,617 shares; 2025Q1: 29,409 shares; 2025Q2: 29,409 shares; 2025Q3: 29,369 shares 29,369 $6.15M 1.15% -40 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; 2023Q4: 35,421 shares; 2024Q1: not reported; 2024Q2: 35,358 shares; 2024Q3: not reported; 2024Q4: 35,779 shares; 2025Q1: 36,832 shares; 2025Q2: 36,851 shares; 2025Q3: 35,815 shares 35,815 $5.5M 1.03% -1,036 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,970 shares; 2024Q3: not reported; 2024Q4: 86,581 shares; 2025Q1: 96,012 shares; 2025Q2: 105,238 shares; 2025Q3: 112,208 shares 112,208 $5.27M 0.99% +6,970 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,085 shares; 2024Q3: not reported; 2024Q4: 49,866 shares; 2025Q1: 55,334 shares; 2025Q2: 60,324 shares; 2025Q3: 63,392 shares 63,392 $4.95M 0.93% +3,068 Timeline BLV 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,906 shares; 2024Q3: not reported; 2024Q4: 52,843 shares; 2025Q1: 59,181 shares; 2025Q2: 65,195 shares; 2025Q3: 69,308 shares 69,308 $4.91M 0.92% +4,113 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,835 shares; 2024Q1: not reported; 2024Q2: 17,109 shares; 2024Q3: not reported; 2024Q4: 17,700 shares; 2025Q1: 17,679 shares; 2025Q2: 17,503 shares; 2025Q3: 17,395 shares 17,395 $4.03M 0.75% -108 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; 2023Q4: 24,415 shares; 2024Q1: not reported; 2024Q2: 23,010 shares; 2024Q3: not reported; 2024Q4: 31,839 shares; 2025Q1: 31,743 shares; 2025Q2: 32,051 shares; 2025Q3: 32,208 shares 32,208 $3.63M 0.68% +157 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,292 shares; 2024Q1: not reported; 2024Q2: 17,328 shares; 2024Q3: not reported; 2024Q4: 19,737 shares; 2025Q1: 19,438 shares; 2025Q2: 19,227 shares; 2025Q3: 19,041 shares 19,041 $3.53M 0.66% -186 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,490 shares; 2024Q3: not reported; 2024Q4: 52,489 shares; 2025Q1: 55,880 shares; 2025Q2: 58,070 shares; 2025Q3: 61,783 shares 61,783 $3.51M 0.66% +3,713 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; 2023Q4: 11,628 shares; 2024Q1: not reported; 2024Q2: 11,481 shares; 2024Q3: not reported; 2024Q4: 10,332 shares; 2025Q1: 10,960 shares; 2025Q2: 11,061 shares; 2025Q3: 11,093 shares 11,093 $3.5M 0.66% +32 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,261 shares; 2025Q2: 71,296 shares; 2025Q3: 129,489 shares 129,489 $3.26M 0.61% +58,193 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,328 shares; 2025Q3: 41,560 shares 41,560 $3.26M 0.61% +25,232 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,123 shares; 2025Q3: 105,338 shares 105,338 $2.92M 0.55% +54,215 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; 2023Q4: 31,740 shares; 2024Q1: not reported; 2024Q2: 32,572 shares; 2024Q3: not reported; 2024Q4: 35,901 shares; 2025Q1: 40,567 shares; 2025Q2: 44,466 shares; 2025Q3: 43,609 shares 43,609 $2.88M 0.54% -857 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30,339 shares; 2025Q1: 44,227 shares; 2025Q2: 59,577 shares; 2025Q3: 79,464 shares 79,464 $2.75M 0.52% +19,887 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; 2023Q4: 7,180 shares; 2024Q1: not reported; 2024Q2: 8,931 shares; 2024Q3: not reported; 2024Q4: 8,633 shares; 2025Q1: 8,366 shares; 2025Q2: 8,112 shares; 2025Q3: 8,065 shares 8,065 $2.65M 0.5% -47 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 38,639 shares; 2025Q1: 81,664 shares; 2025Q2: 70,784 shares; 2025Q3: 94,489 shares 94,489 $2.58M 0.48% +23,705 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 27,668 shares; 2025Q1: 34,600 shares; 2025Q2: 39,868 shares; 2025Q3: 59,999 shares 59,999 $2.52M 0.47% +20,131 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 24,947 shares; 2024Q1: not reported; 2024Q2: 23,450 shares; 2024Q3: not reported; 2024Q4: 22,516 shares; 2025Q1: 22,320 shares; 2025Q2: 22,319 shares; 2025Q3: 22,319 shares 22,319 $2.49M 0.47% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,955 shares; 2024Q1: not reported; 2024Q2: 16,246 shares; 2024Q3: not reported; 2024Q4: 15,206 shares; 2025Q1: 12,822 shares; 2025Q2: 13,713 shares; 2025Q3: 12,636 shares 12,636 $2.36M 0.44% -1,077 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; 2023Q4: 2,634 shares; 2024Q1: not reported; 2024Q2: 2,576 shares; 2024Q3: not reported; 2024Q4: 2,950 shares; 2025Q1: 2,894 shares; 2025Q2: 2,909 shares; 2025Q3: 2,901 shares 2,901 $2.21M 0.41% -8 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,411 shares; 2025Q1: 6,748 shares; 2025Q2: 15,170 shares; 2025Q3: 30,836 shares 30,836 $2.06M 0.39% +15,666 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; 2023Q4: 7,256 shares; 2024Q1: not reported; 2024Q2: 7,256 shares; 2024Q3: not reported; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 6,829 shares 6,829 $2M 0.38% -231 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,479 shares; 2024Q1: not reported; 2024Q2: 10,031 shares; 2024Q3: not reported; 2024Q4: 12,942 shares; 2025Q1: 12,520 shares; 2025Q2: 12,755 shares; 2025Q3: 12,755 shares 12,755 $1.98M 0.37% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,138 shares; 2024Q1: not reported; 2024Q2: 15,138 shares; 2024Q3: not reported; 2024Q4: 14,945 shares; 2025Q1: 14,374 shares; 2025Q2: 14,223 shares; 2025Q3: 14,246 shares 14,246 $1.91M 0.36% +23 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,337 shares; 2024Q1: not reported; 2024Q2: 8,215 shares; 2024Q3: not reported; 2024Q4: 8,156 shares; 2025Q1: 8,148 shares; 2025Q2: 7,648 shares; 2025Q3: 7,663 shares 7,663 $1.87M 0.35% +15 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,652 shares; 2024Q3: not reported; 2024Q4: 28,487 shares; 2025Q1: 29,409 shares; 2025Q2: 30,072 shares; 2025Q3: 31,534 shares 31,534 $1.86M 0.35% +1,462 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,805 shares; 2025Q1: 5,940 shares; 2025Q2: 11,361 shares; 2025Q3: 23,100 shares 23,100 $1.82M 0.34% +11,739 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,102 shares; 2025Q1: 19,766 shares; 2025Q2: 24,917 shares; 2025Q3: 38,969 shares 38,969 $1.71M 0.32% +14,052 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; 2023Q4: 7,440 shares; 2024Q1: not reported; 2024Q2: 7,440 shares; 2024Q3: not reported; 2024Q4: 9,563 shares; 2025Q1: 11,325 shares; 2025Q2: 11,165 shares; 2025Q3: 10,533 shares 10,533 $1.71M 0.32% -632 Timeline VTEI 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,227 shares; 2025Q1: 13,846 shares; 2025Q2: 13,207 shares; 2025Q3: 16,781 shares 16,781 $1.68M 0.32% +3,574 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,389 shares; 2024Q1: not reported; 2024Q2: 4,164 shares; 2024Q3: not reported; 2024Q4: 4,761 shares; 2025Q1: 4,360 shares; 2025Q2: 5,260 shares; 2025Q3: 5,260 shares 5,260 $1.58M 0.3% 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; 2023Q4: 2,844 shares; 2024Q1: not reported; 2024Q2: 2,706 shares; 2024Q3: not reported; 2024Q4: 3,121 shares; 2025Q1: 6,175 shares; 2025Q2: 5,394 shares; 2025Q3: 5,394 shares 5,394 $1.52M 0.29% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,667 shares; 2025Q3: 66,095 shares 66,095 $1.5M 0.28% +35,428 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,163 shares; 2025Q3: 17,309 shares 17,309 $1.34M 0.25% +11,146 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,336 shares; 2024Q1: not reported; 2024Q2: 4,683 shares; 2024Q3: not reported; 2024Q4: 4,621 shares; 2025Q1: 4,621 shares; 2025Q2: 4,396 shares; 2025Q3: 4,396 shares 4,396 $1.34M 0.25% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,091 shares; 2025Q3: 1,095 shares 1,095 $1.28M 0.24% +4 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; 2023Q4: 6,520 shares; 2024Q1: not reported; 2024Q2: 6,380 shares; 2024Q3: not reported; 2024Q4: 6,809 shares; 2025Q1: 6,699 shares; 2025Q2: 6,699 shares; 2025Q3: 6,588 shares 6,588 $1.23M 0.23% -111 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 366 shares; 2024Q1: not reported; 2024Q2: 366 shares; 2024Q3: not reported; 2024Q4: 3,660 shares; 2025Q1: 3,660 shares; 2025Q2: 3,660 shares; 2025Q3: 3,608 shares 3,608 $1.19M 0.22% -52 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; 2023Q4: 2,638 shares; 2024Q1: not reported; 2024Q2: 2,158 shares; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: 2,234 shares; 2025Q2: 2,279 shares; 2025Q3: 2,339 shares 2,339 $1.18M 0.22% +60 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,512 shares; 2024Q1: not reported; 2024Q2: 8,262 shares; 2024Q3: not reported; 2024Q4: 7,912 shares; 2025Q1: 7,912 shares; 2025Q2: 8,405 shares; 2025Q3: 8,405 shares 8,405 $1.14M 0.21% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,229 shares; 2024Q1: not reported; 2024Q2: 14,029 shares; 2024Q3: not reported; 2024Q4: 13,329 shares; 2025Q1: 12,259 shares; 2025Q2: 14,193 shares; 2025Q3: 13,487 shares 13,487 $1.14M 0.21% -706 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,653 shares; 2025Q1: 27,489 shares; 2025Q2: 27,588 shares; 2025Q3: 45,463 shares 45,463 $1.09M 0.2% +17,875 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,745 shares; 2025Q2: 6,019 shares; 2025Q3: 14,467 shares 14,467 $1.09M 0.2% +8,448 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; 2023Q4: 35,572 shares; 2024Q1: not reported; 2024Q2: 34,909 shares; 2024Q3: not reported; 2024Q4: 32,094 shares; 2025Q1: 32,094 shares; 2025Q2: 31,790 shares; 2025Q3: 21,460 shares 21,460 $1.07M 0.2% -10,330 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; 2023Q4: 15,747 shares; 2024Q1: not reported; 2024Q2: 14,747 shares; 2024Q3: not reported; 2024Q4: 14,928 shares; 2025Q1: 16,128 shares; 2025Q2: 16,127 shares; 2025Q3: 16,127 shares 16,127 $1.07M 0.2% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,934 shares; 2024Q1: not reported; 2024Q2: 1,684 shares; 2024Q3: not reported; 2024Q4: 1,919 shares; 2025Q1: 1,969 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares 2,219 $1.06M 0.2% 0 Timeline RSPT 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; 2023Q4: 17,300 shares; 2024Q1: not reported; 2024Q2: 17,300 shares; 2024Q3: not reported; 2024Q4: 19,370 shares; 2025Q1: 19,369 shares; 2025Q2: 21,868 shares; 2025Q3: 21,868 shares 21,868 $975K 0.18% 0 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; 2023Q4: 37,121 shares; 2024Q1: not reported; 2024Q2: 28,273 shares; 2024Q3: not reported; 2024Q4: 22,914 shares; 2025Q1: 23,247 shares; 2025Q2: 34,512 shares; 2025Q3: 34,302 shares 34,302 $969K 0.18% -210 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,470 shares; 2024Q1: not reported; 2024Q2: 2,250 shares; 2024Q3: not reported; 2024Q4: 3,095 shares; 2025Q1: 3,095 shares; 2025Q2: 3,095 shares; 2025Q3: 3,108 shares 3,108 $944K 0.18% +13 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; 2023Q4: 2,737 shares; 2024Q1: not reported; 2024Q2: 2,648 shares; 2024Q3: not reported; 2024Q4: 2,622 shares; 2025Q1: 2,727 shares; 2025Q2: 2,730 shares; 2025Q3: 2,630 shares 2,630 $908K 0.17% -100 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 962 shares; 2024Q1: not reported; 2024Q2: 962 shares; 2024Q3: not reported; 2024Q4: 967 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 972 shares 972 $900K 0.17% +2 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; 2023Q4: 3,478 shares; 2024Q1: not reported; 2024Q2: 2,839 shares; 2024Q3: not reported; 2024Q4: 4,773 shares; 2025Q1: 5,692 shares; 2025Q2: 7,603 shares; 2025Q3: 7,147 shares 7,147 $884K 0.17% -456 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,027 shares; 2024Q1: not reported; 2024Q2: 5,027 shares; 2024Q3: not reported; 2024Q4: 5,884 shares; 2025Q1: 6,183 shares; 2025Q2: 6,183 shares; 2025Q3: 6,183 shares 6,183 $868K 0.16% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,158 shares; 2024Q1: not reported; 2024Q2: 4,910 shares; 2024Q3: not reported; 2024Q4: 5,211 shares; 2025Q1: 5,211 shares; 2025Q2: 5,011 shares; 2025Q3: 5,053 shares 5,053 $845K 0.16% +42 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,890 shares; 2024Q1: not reported; 2024Q2: 7,490 shares; 2024Q3: not reported; 2024Q4: 7,641 shares; 2025Q1: 7,629 shares; 2025Q2: 8,129 shares; 2025Q3: 8,137 shares 8,137 $826K 0.15% +8 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,709 shares; 2024Q1: not reported; 2024Q2: 7,562 shares; 2024Q3: not reported; 2024Q4: 7,966 shares; 2025Q1: 7,892 shares; 2025Q2: 7,901 shares; 2025Q3: 7,933 shares 7,933 $818K 0.15% +32 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,500 shares; 2024Q1: not reported; 2024Q2: 10,800 shares; 2024Q3: not reported; 2024Q4: 10,800 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares 10,700 $785K 0.15% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,724 shares; 2024Q1: not reported; 2024Q2: 3,724 shares; 2024Q3: not reported; 2024Q4: 3,759 shares; 2025Q1: 3,763 shares; 2025Q2: 4,563 shares; 2025Q3: 4,563 shares 4,563 $759K 0.14% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 2,163 shares; 2025Q3: 2,179 shares 2,179 $744K 0.14% +16 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,399 shares; 2024Q1: not reported; 2024Q2: 1,399 shares; 2024Q3: not reported; 2024Q4: 1,328 shares; 2025Q1: 1,326 shares; 2025Q2: 3,826 shares; 2025Q3: 3,826 shares 3,826 $736K 0.14% 0 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; 2023Q4: 16,280 shares; 2024Q1: not reported; 2024Q2: 15,415 shares; 2024Q3: not reported; 2024Q4: 14,259 shares; 2025Q1: 14,257 shares; 2025Q2: 16,398 shares; 2025Q3: 16,289 shares 16,289 $716K 0.13% -109 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,335 shares; 2025Q3: 2,535 shares 2,535 $713K 0.13% -800 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; 2023Q4: 4,494 shares; 2024Q1: not reported; 2024Q2: 3,394 shares; 2024Q3: not reported; 2024Q4: 3,494 shares; 2025Q1: 3,495 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares 3,400 $710K 0.13% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,625 shares; 2025Q1: 24,072 shares; 2025Q2: 18,434 shares; 2025Q3: 26,553 shares 26,553 $700K 0.13% +8,119 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; 2023Q4: 964 shares; 2024Q1: not reported; 2024Q2: 983 shares; 2024Q3: not reported; 2024Q4: 993 shares; 2025Q1: 1,000 shares; 2025Q2: 1,007 shares; 2025Q3: 1,139 shares 1,139 $697K 0.13% +132 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,692 shares; 2024Q1: not reported; 2024Q2: 2,612 shares; 2024Q3: not reported; 2024Q4: 2,612 shares; 2025Q1: 2,410 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares 2,450 $691K 0.13% 0 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; 2023Q4: 13,957 shares; 2024Q1: not reported; 2024Q2: 14,183 shares; 2024Q3: not reported; 2024Q4: 10,630 shares; 2025Q1: 10,257 shares; 2025Q2: 10,550 shares; 2025Q3: 11,185 shares 11,185 $680K 0.13% +635 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; 2023Q4: 5,951 shares; 2024Q1: not reported; 2024Q2: 5,238 shares; 2024Q3: not reported; 2024Q4: 5,463 shares; 2025Q1: 5,162 shares; 2025Q2: 5,162 shares; 2025Q3: 5,162 shares 5,162 $677K 0.13% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,477 shares; 2024Q1: not reported; 2024Q2: 2,977 shares; 2024Q3: not reported; 2024Q4: 4,112 shares; 2025Q1: 4,112 shares; 2025Q2: 4,422 shares; 2025Q3: 3,948 shares 3,948 $675K 0.13% -474 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,539 shares; 2025Q1: 14,521 shares; 2025Q2: 13,844 shares; 2025Q3: 14,494 shares 14,494 $663K 0.12% +650 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,753 shares; 2024Q1: not reported; 2024Q2: 1,749 shares; 2024Q3: not reported; 2024Q4: 1,431 shares; 2025Q1: 1,806 shares; 2025Q2: 2,226 shares; 2025Q3: 2,200 shares 2,200 $662K 0.12% -26 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,825 shares; 2024Q1: not reported; 2024Q2: 6,137 shares; 2024Q3: not reported; 2024Q4: 8,453 shares; 2025Q1: 8,453 shares; 2025Q2: 8,453 shares; 2025Q3: 8,359 shares 8,359 $631K 0.12% -94 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,831 shares; 2024Q1: not reported; 2024Q2: 10,541 shares; 2024Q3: not reported; 2024Q4: 9,750 shares; 2025Q1: 9,355 shares; 2025Q2: 8,639 shares; 2025Q3: 8,468 shares 8,468 $622K 0.12% -171 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; 2023Q4: 11,926 shares; 2024Q1: not reported; 2024Q2: 8,681 shares; 2024Q3: not reported; 2024Q4: 10,217 shares; 2025Q1: 10,125 shares; 2025Q2: 9,059 shares; 2025Q3: 9,015 shares 9,015 $617K 0.12% -44 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,100 shares; 2024Q1: not reported; 2024Q2: 3,695 shares; 2024Q3: not reported; 2024Q4: 3,344 shares; 2025Q1: 3,305 shares; 2025Q2: 3,905 shares; 2025Q3: 3,905 shares 3,905 $606K 0.11% 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; 2023Q4: 12,903 shares; 2024Q1: not reported; 2024Q2: 9,038 shares; 2024Q3: not reported; 2024Q4: 9,789 shares; 2025Q1: 9,105 shares; 2025Q2: 10,012 shares; 2025Q3: 9,582 shares 9,582 $586K 0.11% -430 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,708 shares 21,708 $564K 0.11% new Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,945 shares; 2025Q2: 12,360 shares; 2025Q3: 22,078 shares 22,078 $558K 0.1% +9,718 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; 2023Q4: 1,300 shares; 2024Q1: not reported; 2024Q2: 1,300 shares; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,315 shares 1,315 $492K 0.09% +15 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $447K 0.08% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,621 shares; 2024Q1: not reported; 2024Q2: 2,730 shares; 2024Q3: not reported; 2024Q4: 2,730 shares; 2025Q1: 2,730 shares; 2025Q2: 2,730 shares; 2025Q3: 2,756 shares 2,756 $446K 0.08% +26 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; 2023Q4: 2,292 shares; 2024Q1: not reported; 2024Q2: 2,164 shares; 2024Q3: not reported; 2024Q4: 1,914 shares; 2025Q1: 1,864 shares; 2025Q2: 1,814 shares; 2025Q3: 1,614 shares 1,614 $440K 0.08% -200 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; 2023Q4: 2,870 shares; 2024Q1: not reported; 2024Q2: 2,870 shares; 2024Q3: not reported; 2024Q4: 3,470 shares; 2025Q1: 3,469 shares; 2025Q2: 4,224 shares; 2025Q3: 3,850 shares 3,850 $433K 0.08% -374 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,775 shares; 2024Q1: not reported; 2024Q2: 3,775 shares; 2024Q3: not reported; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,475 shares; 2025Q3: 4,475 shares 4,475 $424K 0.08% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,000 shares; 2024Q1: not reported; 2024Q2: 17,000 shares; 2024Q3: not reported; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares 17,000 $421K 0.08% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 877 shares; 2025Q1: 777 shares; 2025Q2: 677 shares; 2025Q3: 677 shares 677 $413K 0.08% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,600 shares; 2024Q1: not reported; 2024Q2: 2,600 shares; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares 3,400 $401K 0.08% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,719 shares; 2025Q1: 4,719 shares; 2025Q2: 4,763 shares; 2025Q3: 4,763 shares 4,763 $399K 0.07% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 500 shares; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $398K 0.07% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,764 shares; 2024Q1: not reported; 2024Q2: 1,764 shares; 2024Q3: not reported; 2024Q4: 2,463 shares; 2025Q1: 2,463 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares 2,463 $383K 0.07% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,250 shares; 2025Q1: 3,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,070 shares 2,070 $382K 0.07% -280 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,852 shares; 2024Q1: not reported; 2024Q2: 4,552 shares; 2024Q3: not reported; 2024Q4: 2,852 shares; 2025Q1: 2,852 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares 2,852 $374K 0.07% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,548 shares; 2025Q3: 1,563 shares 1,563 $369K 0.07% +15 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,695 shares; 2024Q1: not reported; 2024Q2: 1,426 shares; 2024Q3: not reported; 2024Q4: 1,426 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares 1,429 $359K 0.07% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,159 shares; 2024Q1: not reported; 2024Q2: 1,159 shares; 2024Q3: not reported; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares 1,159 $359K 0.07% 0 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; 2023Q4: 1,455 shares; 2024Q1: not reported; 2024Q2: 1,005 shares; 2024Q3: not reported; 2024Q4: 1,637 shares; 2025Q1: 1,637 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares 1,636 $344K 0.06% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 526 shares; 2024Q1: not reported; 2024Q2: 526 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares 510 $341K 0.06% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares 4,500 $340K 0.06% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 559 shares; 2025Q3: 553 shares 553 $340K 0.06% -6 Timeline JMUB 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,562 shares; 2025Q1: 10,542 shares; 2025Q2: 6,450 shares; 2025Q3: 6,421 shares 6,421 $324K 0.06% -29 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; 2023Q4: 6,747 shares; 2024Q1: not reported; 2024Q2: 6,713 shares; 2024Q3: not reported; 2024Q4: 6,387 shares; 2025Q1: 6,322 shares; 2025Q2: 6,622 shares; 2025Q3: 6,182 shares 6,182 $319K 0.06% -440 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; 2023Q4: 2,582 shares; 2024Q1: not reported; 2024Q2: 3,488 shares; 2024Q3: not reported; 2024Q4: 2,942 shares; 2025Q1: 2,942 shares; 2025Q2: 2,842 shares; 2025Q3: 2,757 shares 2,757 $316K 0.06% -85 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; 2023Q4: 6,112 shares; 2024Q1: not reported; 2024Q2: 6,112 shares; 2024Q3: not reported; 2024Q4: 6,254 shares; 2025Q1: 6,254 shares; 2025Q2: 6,253 shares; 2025Q3: 6,253 shares 6,253 $315K 0.06% 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; 2023Q4: 6,950 shares; 2024Q1: not reported; 2024Q2: 5,750 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,319 shares; 2025Q2: 4,319 shares; 2025Q3: 4,054 shares 4,054 $306K 0.06% -265 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares 855 $294K 0.06% 0 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,875 shares; 2025Q1: 18,107 shares; 2025Q2: 15,002 shares; 2025Q3: 15,002 shares 15,002 $292K 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 627 shares; 2025Q3: 627 shares 627 $287K 0.05% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,575 shares; 2024Q1: not reported; 2024Q2: 6,575 shares; 2024Q3: not reported; 2024Q4: 7,930 shares; 2025Q1: 7,830 shares; 2025Q2: 9,391 shares; 2025Q3: 7,966 shares 7,966 $283K 0.05% -1,425 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; 2023Q4: 2,007 shares; 2024Q1: not reported; 2024Q2: 1,807 shares; 2024Q3: not reported; 2024Q4: 2,050 shares; 2025Q1: not reported; 2025Q2: 3,419 shares; 2025Q3: 3,085 shares 3,085 $259K 0.05% -334 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,978 shares; 2024Q1: not reported; 2024Q2: 2,961 shares; 2024Q3: not reported; 2024Q4: 3,068 shares; 2025Q1: 3,068 shares; 2025Q2: 3,067 shares; 2025Q3: 3,067 shares 3,067 $253K 0.05% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares 2,600 $251K 0.05% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares 1,840 $233K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,009 shares; 2024Q1: not reported; 2024Q2: 2,563 shares; 2024Q3: not reported; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,512 shares 2,512 $225K 0.04% -13 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,456 shares; 2024Q3: not reported; 2024Q4: 1,811 shares; 2025Q1: 1,812 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares 1,810 $225K 0.04% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 919 shares; 2024Q1: not reported; 2024Q2: 919 shares; 2024Q3: not reported; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares 863 $224K 0.04% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,700 shares; 2024Q1: not reported; 2024Q2: 1,500 shares; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,300 shares 1,300 $217K 0.04% -100 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 983 shares; 2024Q1: not reported; 2024Q2: 983 shares; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 607 shares 607 $214K 0.04% -293 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; 2023Q4: 783 shares; 2024Q1: not reported; 2024Q2: 783 shares; 2024Q3: not reported; 2024Q4: 756 shares; 2025Q1: 656 shares; 2025Q2: not reported; 2025Q3: 528 shares 528 $214K 0.04% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares 449 $213K 0.04% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,900 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,229 shares 3,229 $213K 0.04% new 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; 2023Q4: 10,157 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 7,450 shares 7,450 $211K 0.04% -1,550 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,478 shares; 2025Q3: 1,478 shares 1,478 $210K 0.04% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,470 shares; 2024Q1: not reported; 2024Q2: 12,588 shares; 2024Q3: not reported; 2024Q4: 9,248 shares; 2025Q1: 8,653 shares; 2025Q2: 8,142 shares; 2025Q3: 8,162 shares 8,162 $208K 0.04% +20 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,400 shares; 2024Q1: not reported; 2024Q2: 2,800 shares; 2024Q3: not reported; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares 2,800 $205K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 972 shares; 2024Q1: not reported; 2024Q2: 992 shares; 2024Q3: not reported; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 862 shares 862 $204K 0.04% -100 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: not reported; 2025Q3: 1,600 shares 1,600 $201K 0.04% new Timeline HOFT HOOKER FURNISHINGS CORPORATI More: the full row for HOOKER FURNISHINGS CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,330 shares; 2025Q1: 10,330 shares; 2025Q2: 10,330 shares; 2025Q3: 10,330 shares 10,330 $105K 0.02% 0 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,000 shares; 2024Q1: not reported; 2024Q2: 13,000 shares; 2024Q3: not reported; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares 13,000 $85.7K 0.02% 0