VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621,048 shares; 2024Q4: 662,811 shares; 2025Q1: 679,865 shares; 2025Q2: 692,825 shares; 2025Q3: 735,807 shares; 2025Q4: 737,749 shares; 2026Q1: 748,746 shares; 2026Q2: 845,497 shares 845,497 $60.2M 12.54% +96,751 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; 2024Q3: 93,110 shares; 2024Q4: 98,159 shares; 2025Q1: 99,790 shares; 2025Q2: 103,224 shares; 2025Q3: 105,908 shares; 2025Q4: 98,861 shares; 2026Q1: 101,533 shares; 2026Q2: 615,335 shares 615,335 $53M 11.03% +513,802 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; 2024Q3: 157,253 shares; 2024Q4: 164,783 shares; 2025Q1: 167,864 shares; 2025Q2: 171,804 shares; 2025Q3: 186,124 shares; 2025Q4: 189,538 shares; 2026Q1: 194,475 shares; 2026Q2: 196,676 shares 196,676 $46.5M 9.68% +2,201 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; 2024Q3: 216,272 shares; 2024Q4: 227,715 shares; 2025Q1: 234,583 shares; 2025Q2: 241,091 shares; 2025Q3: 250,106 shares; 2025Q4: 257,242 shares; 2026Q1: 267,556 shares; 2026Q2: 189,173 shares 189,173 $41.2M 8.58% -78,383 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,653 shares; 2024Q4: 119,174 shares; 2025Q1: 121,137 shares; 2025Q2: 122,032 shares; 2025Q3: 118,339 shares; 2025Q4: 118,377 shares; 2026Q1: 121,304 shares; 2026Q2: 121,484 shares 121,484 $35.2M 7.32% +180 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,958 shares; 2024Q4: 31,884 shares; 2025Q1: 32,586 shares; 2025Q2: 33,707 shares; 2025Q3: 36,635 shares; 2025Q4: 39,011 shares; 2026Q1: 39,562 shares; 2026Q2: 66,050 shares 66,050 $20M 4.17% +26,488 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,349 shares; 2024Q4: 195,944 shares; 2025Q1: 199,720 shares; 2025Q2: 203,817 shares; 2025Q3: 213,988 shares; 2025Q4: 213,726 shares; 2026Q1: 217,712 shares; 2026Q2: 217,902 shares 217,902 $13M 2.71% +190 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,408 shares; 2024Q4: 33,804 shares; 2025Q1: 34,004 shares; 2025Q2: 34,467 shares; 2025Q3: 33,207 shares; 2025Q4: 33,501 shares; 2026Q1: 34,222 shares; 2026Q2: 34,407 shares 34,407 $8.2M 1.71% +185 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,610 shares; 2024Q4: 3,008 shares; 2025Q1: 2,676 shares; 2025Q2: 3,091 shares; 2025Q3: 9,812 shares; 2025Q4: 10,335 shares; 2026Q1: 10,338 shares; 2026Q2: 10,321 shares 10,321 $7.73M 1.61% -17 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,245 shares; 2024Q4: 90,428 shares; 2025Q1: 89,794 shares; 2025Q2: 89,306 shares; 2025Q3: 94,445 shares; 2025Q4: 94,097 shares; 2026Q1: 94,133 shares; 2026Q2: 92,138 shares 92,138 $7.1M 1.48% -1,995 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,341 shares; 2024Q4: 54,739 shares; 2025Q1: 54,203 shares; 2025Q2: 53,477 shares; 2025Q3: 50,616 shares; 2025Q4: 50,188 shares; 2026Q1: 50,338 shares; 2026Q2: 49,441 shares 49,441 $6.8M 1.42% -897 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,478 shares; 2024Q4: 33,148 shares; 2025Q1: 32,832 shares; 2025Q2: 32,584 shares; 2025Q3: 37,185 shares; 2025Q4: 36,457 shares; 2026Q1: 36,214 shares; 2026Q2: 36,105 shares 36,105 $6.79M 1.41% -109 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,521 shares; 2024Q4: 6,425 shares; 2025Q1: 6,650 shares; 2025Q2: 7,103 shares; 2025Q3: 7,687 shares; 2025Q4: 7,573 shares; 2026Q1: 7,298 shares; 2026Q2: 6,179 shares 6,179 $6.58M 1.37% -1,119 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,823 shares; 2024Q4: 18,429 shares; 2025Q1: 18,674 shares; 2025Q2: 18,826 shares; 2025Q3: 17,816 shares; 2025Q4: 17,357 shares; 2026Q1: 17,390 shares; 2026Q2: 17,424 shares 17,424 $6.5M 1.35% +34 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,025 shares; 2024Q4: 44,912 shares; 2025Q1: 44,913 shares; 2025Q2: 44,835 shares; 2025Q3: 56,557 shares; 2025Q4: 56,209 shares; 2026Q1: 55,640 shares; 2026Q2: 55,257 shares 55,257 $6.09M 1.27% -383 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,805 shares; 2024Q4: 35,477 shares; 2025Q1: 37,129 shares; 2025Q2: 38,414 shares; 2025Q3: 40,691 shares; 2025Q4: 39,463 shares; 2026Q1: 43,116 shares; 2026Q2: 42,868 shares 42,868 $5.86M 1.22% -248 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,109 shares; 2024Q4: 28,380 shares; 2025Q1: 30,056 shares; 2025Q2: 30,737 shares; 2025Q3: 32,288 shares; 2025Q4: 32,056 shares; 2026Q1: 33,101 shares; 2026Q2: 33,190 shares 33,190 $5.5M 1.14% +89 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,980 shares; 2024Q4: 27,442 shares; 2025Q1: 27,398 shares; 2025Q2: 26,746 shares; 2025Q3: 25,276 shares; 2025Q4: 25,258 shares; 2026Q1: 25,365 shares; 2026Q2: 24,139 shares 24,139 $5.48M 1.14% -1,226 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,281 shares; 2024Q4: 36,883 shares; 2025Q1: 36,822 shares; 2025Q2: 35,639 shares; 2025Q3: 35,845 shares; 2025Q4: 34,498 shares; 2026Q1: 34,808 shares; 2026Q2: 35,000 shares 35,000 $5.19M 1.08% +192 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,015 shares; 2024Q4: 19,740 shares; 2025Q1: 19,060 shares; 2025Q2: 19,422 shares; 2025Q3: 23,169 shares; 2025Q4: 23,147 shares; 2026Q1: 24,544 shares; 2026Q2: 24,854 shares 24,854 $4.97M 1.03% +310 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,843 shares; 2024Q4: 12,878 shares; 2025Q1: 13,098 shares; 2025Q2: 13,707 shares; 2025Q3: 13,903 shares; 2025Q4: 13,957 shares; 2026Q1: 14,176 shares; 2026Q2: 14,182 shares 14,182 $4.87M 1.01% +6 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,047 shares; 2024Q4: 11,353 shares; 2025Q1: 11,765 shares; 2025Q2: 12,592 shares; 2025Q3: 14,180 shares; 2025Q4: 14,332 shares; 2026Q1: 14,745 shares; 2026Q2: 14,728 shares 14,728 $4.82M 1% -17 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,661 shares; 2024Q4: 6,877 shares; 2025Q1: 6,794 shares; 2025Q2: 6,850 shares; 2025Q3: 6,586 shares; 2025Q4: 5,969 shares; 2026Q1: 5,943 shares; 2026Q2: 5,932 shares 5,932 $4.44M 0.92% -11 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,125 shares; 2024Q4: 7,494 shares; 2025Q1: 7,573 shares; 2025Q2: 7,890 shares; 2025Q3: 8,221 shares; 2025Q4: 8,145 shares; 2026Q1: 8,133 shares; 2026Q2: 8,163 shares 8,163 $4.08M 0.85% +30 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,704 shares; 2024Q4: 10,549 shares; 2025Q1: 11,118 shares; 2025Q2: 11,614 shares; 2025Q3: 13,604 shares; 2025Q4: 13,896 shares; 2026Q1: 14,972 shares; 2026Q2: 15,094 shares 15,094 $3.83M 0.8% +122 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,698 shares; 2024Q4: 26,435 shares; 2025Q1: 27,123 shares; 2025Q2: 29,092 shares; 2025Q3: 33,140 shares; 2025Q4: 32,798 shares; 2026Q1: 33,118 shares; 2026Q2: 33,020 shares 33,020 $3.74M 0.78% -98 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,115 shares; 2024Q4: 45,087 shares; 2025Q1: 45,439 shares; 2025Q2: 49,267 shares; 2025Q3: 60,746 shares; 2025Q4: 63,116 shares; 2026Q1: 54,760 shares; 2026Q2: 57,063 shares 57,063 $3.44M 0.72% +2,303 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,376 shares; 2024Q4: 9,855 shares; 2025Q1: 9,732 shares; 2025Q2: 9,480 shares; 2025Q3: 9,088 shares; 2025Q4: 8,957 shares; 2026Q1: 9,015 shares; 2026Q2: 8,867 shares 8,867 $3.13M 0.65% -148 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,534 shares; 2024Q4: 9,237 shares; 2025Q1: 9,922 shares; 2025Q2: 10,811 shares; 2025Q3: 19,031 shares; 2025Q4: 19,347 shares; 2026Q1: 21,149 shares; 2026Q2: 21,024 shares 21,024 $3.08M 0.64% -125 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,176 shares; 2025Q2: 20,176 shares; 2025Q3: 17,408 shares; 2025Q4: 20,373 shares; 2026Q1: 27,155 shares; 2026Q2: 21,870 shares 21,870 $3.05M 0.64% -5,285 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,017 shares; 2024Q4: 40,241 shares; 2025Q1: 40,378 shares; 2025Q2: 39,046 shares; 2025Q3: 36,851 shares; 2025Q4: 36,475 shares; 2026Q1: 36,731 shares; 2026Q2: 35,602 shares 35,602 $2.7M 0.56% -1,129 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,539 shares; 2024Q4: 5,544 shares; 2025Q1: 5,462 shares; 2025Q2: 5,465 shares; 2025Q3: 5,469 shares; 2025Q4: 5,581 shares; 2026Q1: 5,353 shares; 2026Q2: 21,426 shares 21,426 $2.66M 0.55% +16,073 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,234 shares; 2024Q4: 34,970 shares; 2025Q1: 37,567 shares; 2025Q2: 41,318 shares; 2025Q3: 44,143 shares; 2025Q4: 43,784 shares; 2026Q1: 46,209 shares; 2026Q2: 46,018 shares 46,018 $2.62M 0.55% -191 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,219 shares; 2024Q4: 8,234 shares; 2025Q1: 8,254 shares; 2025Q2: 8,216 shares; 2025Q3: 6,898 shares; 2025Q4: not reported; 2026Q1: 6,986 shares; 2026Q2: 6,842 shares 6,842 $2.45M 0.51% -144 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,083 shares; 2024Q4: 38,359 shares; 2025Q1: 39,895 shares; 2025Q2: 43,214 shares; 2025Q3: 46,329 shares; 2025Q4: 45,661 shares; 2026Q1: 49,012 shares; 2026Q2: 48,640 shares 48,640 $2.06M 0.43% -372 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,983 shares; 2024Q4: 30,082 shares; 2025Q1: 30,187 shares; 2025Q2: 31,302 shares; 2025Q3: 33,209 shares; 2025Q4: 33,324 shares; 2026Q1: 33,905 shares; 2026Q2: 34,006 shares 34,006 $1.93M 0.4% +101 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,154 shares; 2024Q4: 6,147 shares; 2025Q1: 6,224 shares; 2025Q2: 6,226 shares; 2025Q3: 7,276 shares; 2025Q4: 7,274 shares; 2026Q1: 7,272 shares; 2026Q2: 7,291 shares 7,291 $1.83M 0.38% +19 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 6,560 shares; 2025Q1: 6,443 shares; 2025Q2: 6,439 shares; 2025Q3: 6,454 shares; 2025Q4: 6,455 shares; 2026Q1: 6,464 shares; 2026Q2: 6,456 shares 6,456 $1.82M 0.38% -8 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874 shares; 2024Q4: 1,858 shares; 2025Q1: 2,092 shares; 2025Q2: 2,160 shares; 2025Q3: 1,748 shares; 2025Q4: 1,756 shares; 2026Q1: 1,760 shares; 2026Q2: 1,769 shares 1,769 $1.79M 0.37% +9 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,162 shares; 2024Q4: 11,220 shares; 2025Q1: 11,991 shares; 2025Q2: 13,605 shares; 2025Q3: 16,693 shares; 2025Q4: 17,052 shares; 2026Q1: 18,598 shares; 2026Q2: 18,548 shares 18,548 $1.68M 0.35% -50 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,485 shares; 2024Q4: 12,609 shares; 2025Q1: 13,527 shares; 2025Q2: 15,043 shares; 2025Q3: 16,591 shares; 2025Q4: 16,616 shares; 2026Q1: 16,257 shares; 2026Q2: 16,327 shares 16,327 $1.67M 0.35% +70 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; 2024Q3: not reported; 2024Q4: 6,019 shares; 2025Q1: 6,019 shares; 2025Q2: 6,019 shares; 2025Q3: 5,662 shares; 2025Q4: 5,643 shares; 2026Q1: 5,651 shares; 2026Q2: 5,643 shares 5,643 $1.65M 0.34% -8 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,606 shares; 2024Q4: 10,528 shares; 2025Q1: 11,134 shares; 2025Q2: 11,097 shares; 2025Q3: 10,992 shares; 2025Q4: 14,441 shares; 2026Q1: 15,273 shares; 2026Q2: 16,060 shares 16,060 $1.55M 0.32% +787 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,778 shares; 2024Q4: 7,472 shares; 2025Q1: 8,077 shares; 2025Q2: 8,083 shares; 2025Q3: 7,988 shares; 2025Q4: 8,762 shares; 2026Q1: 10,488 shares; 2026Q2: 10,539 shares 10,539 $1.54M 0.32% +51 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,806 shares; 2024Q4: 13,234 shares; 2025Q1: 13,484 shares; 2025Q2: 13,111 shares; 2025Q3: 14,965 shares; 2025Q4: 14,751 shares; 2026Q1: 15,153 shares; 2026Q2: 15,690 shares 15,690 $1.52M 0.32% +537 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,183 shares; 2024Q4: 17,868 shares; 2025Q1: 19,049 shares; 2025Q2: 17,999 shares; 2025Q3: 15,744 shares; 2025Q4: 18,861 shares; 2026Q1: 19,635 shares; 2026Q2: 19,906 shares 19,906 $1.51M 0.31% +271 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,299 shares; 2025Q4: 10,610 shares; 2026Q1: 10,830 shares; 2026Q2: 14,668 shares 14,668 $1.48M 0.31% +3,838 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,132 shares; 2024Q4: 3,136 shares; 2025Q1: 3,189 shares; 2025Q2: 3,193 shares; 2025Q3: 4,442 shares; 2025Q4: 4,406 shares; 2026Q1: 4,359 shares; 2026Q2: 4,364 shares 4,364 $1.48M 0.31% +5 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,385 shares; 2024Q4: 8,649 shares; 2025Q1: 8,632 shares; 2025Q2: 8,596 shares; 2025Q3: 15,561 shares; 2025Q4: 16,372 shares; 2026Q1: 17,178 shares; 2026Q2: 17,668 shares 17,668 $1.46M 0.3% +490 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,910 shares; 2026Q2: 1,903 shares 1,903 $1.38M 0.29% -7 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,759 shares; 2024Q4: 8,801 shares; 2025Q1: 9,059 shares; 2025Q2: 10,319 shares; 2025Q3: 8,221 shares; 2025Q4: 10,078 shares; 2026Q1: 10,352 shares; 2026Q2: 10,342 shares 10,342 $1.34M 0.28% -10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,870 shares; 2024Q4: 3,859 shares; 2025Q1: 3,860 shares; 2025Q2: 3,837 shares; 2025Q3: 3,371 shares; 2025Q4: 3,373 shares; 2026Q1: 3,373 shares; 2026Q2: 3,375 shares 3,375 $1.26M 0.26% +2 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,546 shares; 2026Q2: 3,405 shares 3,405 $1.26M 0.26% +859 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,874 shares; 2025Q1: 5,245 shares; 2025Q2: 5,230 shares; 2025Q3: 5,204 shares; 2025Q4: 6,942 shares; 2026Q1: 8,022 shares; 2026Q2: 8,022 shares 8,022 $1.25M 0.26% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $1.19M 0.25% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,419 shares; 2024Q4: 2,382 shares; 2025Q1: 2,386 shares; 2025Q2: 2,329 shares; 2025Q3: 2,917 shares; 2025Q4: 2,966 shares; 2026Q1: 3,331 shares; 2026Q2: 3,351 shares 3,351 $1.18M 0.25% +20 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,012 shares; 2026Q1: 1,015 shares; 2026Q2: 1,008 shares 1,008 $1.16M 0.24% -7 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; 2024Q3: 10,458 shares; 2024Q4: 10,272 shares; 2025Q1: 11,401 shares; 2025Q2: 11,173 shares; 2025Q3: 10,256 shares; 2025Q4: 10,116 shares; 2026Q1: 9,968 shares; 2026Q2: 10,445 shares 10,445 $1.03M 0.21% +477 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,194 shares; 2024Q4: 7,175 shares; 2025Q1: 7,407 shares; 2025Q2: 6,915 shares; 2025Q3: 7,233 shares; 2025Q4: 7,833 shares; 2026Q1: 5,977 shares; 2026Q2: 6,381 shares 6,381 $1.01M 0.21% +404 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,710 shares; 2025Q1: 1,837 shares; 2025Q2: 1,837 shares; 2025Q3: 3,136 shares; 2025Q4: 3,098 shares; 2026Q1: 3,088 shares; 2026Q2: 2,880 shares 2,880 $990K 0.21% -208 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; 2024Q3: 737 shares; 2024Q4: 739 shares; 2025Q1: 695 shares; 2025Q2: 1,068 shares; 2025Q3: 932 shares; 2025Q4: 990 shares; 2026Q1: 1,045 shares; 2026Q2: 1,045 shares 1,045 $978K 0.2% 0 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,839 shares; 2024Q4: 5,839 shares; 2025Q1: 5,839 shares; 2025Q2: 5,839 shares; 2025Q3: 5,839 shares; 2025Q4: 5,839 shares; 2026Q1: 5,839 shares; 2026Q2: 5,839 shares 5,839 $966K 0.2% 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; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $917K 0.19% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,308 shares; 2024Q4: 35,192 shares; 2025Q1: 37,640 shares; 2025Q2: 26,638 shares; 2025Q3: 30,243 shares; 2025Q4: 26,891 shares; 2026Q1: 26,463 shares; 2026Q2: 28,646 shares 28,646 $908K 0.19% +2,183 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,220 shares; 2026Q2: 8,220 shares 8,220 $885K 0.18% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 956 shares; 2025Q3: 849 shares; 2025Q4: 725 shares; 2026Q1: 726 shares; 2026Q2: 727 shares 727 $854K 0.18% +1 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,127 shares; 2025Q4: 3,104 shares; 2026Q1: 3,104 shares; 2026Q2: 3,123 shares 3,123 $849K 0.18% +19 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,412 shares; 2024Q4: 17,222 shares; 2025Q1: 17,275 shares; 2025Q2: 17,727 shares; 2025Q3: 33,735 shares; 2025Q4: 32,760 shares; 2026Q1: 34,727 shares; 2026Q2: 34,889 shares 34,889 $840K 0.17% +162 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; 2024Q3: 1,744 shares; 2024Q4: 1,762 shares; 2025Q1: 1,841 shares; 2025Q2: 1,758 shares; 2025Q3: 1,289 shares; 2025Q4: 1,302 shares; 2026Q1: 1,437 shares; 2026Q2: 1,464 shares 1,464 $825K 0.17% +27 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,176 shares; 2024Q4: 2,176 shares; 2025Q1: 2,135 shares; 2025Q2: 2,153 shares; 2025Q3: 1,495 shares; 2025Q4: 1,507 shares; 2026Q1: 2,111 shares; 2026Q2: 2,138 shares 2,138 $808K 0.17% +27 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,416 shares; 2024Q4: 5,266 shares; 2025Q1: 5,089 shares; 2025Q2: 4,791 shares; 2025Q3: 4,324 shares; 2025Q4: 4,339 shares; 2026Q1: 4,209 shares; 2026Q2: 4,209 shares 4,209 $778K 0.16% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,252 shares; 2025Q3: 4,568 shares; 2025Q4: 4,759 shares; 2026Q1: 6,413 shares; 2026Q2: 6,567 shares 6,567 $771K 0.16% +154 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,089 shares; 2025Q2: 2,091 shares; 2025Q3: 2,093 shares; 2025Q4: 2,093 shares; 2026Q1: 2,417 shares; 2026Q2: 2,419 shares 2,419 $764K 0.16% +2 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $617K 0.13% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,673 shares; 2025Q4: 1,820 shares; 2026Q1: 1,562 shares; 2026Q2: 1,607 shares 1,607 $592K 0.12% +45 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 407 shares; 2025Q3: 364 shares; 2025Q4: 339 shares; 2026Q1: 461 shares; 2026Q2: 474 shares 474 $569K 0.12% +13 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,356 shares; 2024Q4: 2,356 shares; 2025Q1: 2,191 shares; 2025Q2: 2,209 shares; 2025Q3: 2,173 shares; 2025Q4: 2,173 shares; 2026Q1: 2,179 shares; 2026Q2: 2,332 shares 2,332 $565K 0.12% +153 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,695 shares; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,673 shares; 2025Q3: 1,639 shares; 2025Q4: 1,564 shares; 2026Q1: 1,506 shares; 2026Q2: 1,449 shares 1,449 $537K 0.11% -57 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,986 shares; 2024Q4: 4,010 shares; 2025Q1: 4,163 shares; 2025Q2: 5,533 shares; 2025Q3: 4,859 shares; 2025Q4: 5,902 shares; 2026Q1: 6,405 shares; 2026Q2: 6,495 shares 6,495 $531K 0.11% +90 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,126 shares; 2024Q4: 1,112 shares; 2025Q1: 1,096 shares; 2025Q2: 1,291 shares; 2025Q3: 1,232 shares; 2025Q4: 1,212 shares; 2026Q1: 1,223 shares; 2026Q2: 1,240 shares 1,240 $521K 0.11% +17 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,794 shares; 2024Q4: 42,858 shares; 2025Q1: 42,858 shares; 2025Q2: 41,412 shares; 2025Q3: 11,912 shares; 2025Q4: 10,079 shares; 2026Q1: 10,079 shares; 2026Q2: 10,079 shares 10,079 $518K 0.11% 0 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,815 shares; 2026Q2: 4,815 shares 4,815 $504K 0.1% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,993 shares; 2024Q4: 12,078 shares; 2025Q1: 8,578 shares; 2025Q2: 8,560 shares; 2025Q3: 10,235 shares; 2025Q4: 9,335 shares; 2026Q1: 9,335 shares; 2026Q2: 9,335 shares 9,335 $504K 0.1% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962 shares; 2024Q4: 968 shares; 2025Q1: 962 shares; 2025Q2: 980 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,385 shares; 2026Q2: 1,385 shares 1,385 $502K 0.1% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,237 shares; 2024Q4: 7,081 shares; 2025Q1: 7,018 shares; 2025Q2: 6,232 shares; 2025Q3: 3,664 shares; 2025Q4: 3,658 shares; 2026Q1: 3,677 shares; 2026Q2: 3,641 shares 3,641 $493K 0.1% -36 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares; 2026Q2: 10,556 shares 10,556 $482K 0.1% +5,206 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,037 shares; 2026Q1: 4,037 shares; 2026Q2: 4,037 shares 4,037 $480K 0.1% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $463K 0.1% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares; 2026Q2: 5,721 shares 5,721 $461K 0.1% +4,470 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; 2024Q3: 1,729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,611 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 784 shares 784 $456K 0.09% new 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; 2024Q3: 5,574 shares; 2024Q4: 5,572 shares; 2025Q1: 5,572 shares; 2025Q2: 5,543 shares; 2025Q3: 5,142 shares; 2025Q4: 5,142 shares; 2026Q1: 5,160 shares; 2026Q2: 5,141 shares 5,141 $451K 0.09% -19 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,291 shares; 2024Q4: 20,352 shares; 2025Q1: 20,553 shares; 2025Q2: 18,447 shares; 2025Q3: 21,503 shares; 2025Q4: 21,209 shares; 2026Q1: 21,059 shares; 2026Q2: 21,047 shares 21,047 $436K 0.09% -12 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,643 shares; 2024Q4: 4,643 shares; 2025Q1: 4,643 shares; 2025Q2: 4,642 shares; 2025Q3: 4,665 shares; 2025Q4: 4,675 shares; 2026Q1: 4,715 shares; 2026Q2: 4,715 shares 4,715 $435K 0.09% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,501 shares; 2024Q4: 3,951 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,464 shares; 2025Q4: 4,484 shares; 2026Q1: 4,465 shares; 2026Q2: 4,465 shares 4,465 $418K 0.09% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,583 shares; 2024Q4: 2,999 shares; 2025Q1: 2,570 shares; 2025Q2: 2,612 shares; 2025Q3: 2,447 shares; 2025Q4: 2,481 shares; 2026Q1: 2,693 shares; 2026Q2: 2,532 shares 2,532 $416K 0.09% -161 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,253 shares; 2025Q4: 3,272 shares; 2026Q1: 3,253 shares; 2026Q2: 3,253 shares 3,253 $411K 0.09% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425 shares 425 $410K 0.09% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,495 shares; 2024Q4: 4,520 shares; 2025Q1: not reported; 2025Q2: 4,633 shares; 2025Q3: 6,843 shares; 2025Q4: 6,648 shares; 2026Q1: 6,653 shares; 2026Q2: 6,704 shares 6,704 $408K 0.08% +51 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; 2024Q3: 5,155 shares; 2024Q4: 5,155 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: 5,155 shares; 2025Q4: 4,754 shares; 2026Q1: 4,754 shares; 2026Q2: 4,754 shares 4,754 $398K 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; 2024Q3: not reported; 2024Q4: 2,931 shares; 2025Q1: 2,959 shares; 2025Q2: 2,966 shares; 2025Q3: 3,876 shares; 2025Q4: 4,176 shares; 2026Q1: 4,716 shares; 2026Q2: 4,818 shares 4,818 $398K 0.08% +102 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $391K 0.08% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,718 shares; 2024Q4: 6,851 shares; 2025Q1: 6,888 shares; 2025Q2: 8,800 shares; 2025Q3: 5,849 shares; 2025Q4: 6,101 shares; 2026Q1: 6,611 shares; 2026Q2: 6,607 shares 6,607 $381K 0.08% -4 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,046 shares; 2026Q1: 1,246 shares; 2026Q2: 1,246 shares 1,246 $374K 0.08% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 5,337 shares; 2025Q4: 4,100 shares; 2026Q1: 3,801 shares; 2026Q2: 3,350 shares 3,350 $370K 0.08% -451 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,400 shares; 2026Q2: 7,400 shares 7,400 $355K 0.07% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,121 shares; 2025Q4: 1,029 shares; 2026Q1: 1,599 shares; 2026Q2: 1,628 shares 1,628 $352K 0.07% +29 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,603 shares; 2026Q1: 5,674 shares; 2026Q2: 5,673 shares 5,673 $352K 0.07% -1 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,657 shares 4,657 $352K 0.07% new Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,640 shares; 2024Q4: 38,640 shares; 2025Q1: 38,640 shares; 2025Q2: not reported; 2025Q3: 38,640 shares; 2025Q4: 38,640 shares; 2026Q1: 38,640 shares; 2026Q2: 38,640 shares 38,640 $347K 0.07% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,215 shares; 2025Q3: 1,904 shares; 2025Q4: 1,904 shares; 2026Q1: 1,853 shares; 2026Q2: 1,889 shares 1,889 $345K 0.07% +36 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,184 shares 4,184 $339K 0.07% new Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,266 shares; 2026Q2: 28,266 shares 28,266 $338K 0.07% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,367 shares; 2024Q4: 15,963 shares; 2025Q1: 15,963 shares; 2025Q2: 15,963 shares; 2025Q3: 13,973 shares; 2025Q4: 12,973 shares; 2026Q1: 12,973 shares; 2026Q2: 12,973 shares 12,973 $328K 0.07% 0 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,973 shares; 2026Q2: 8,973 shares 8,973 $323K 0.07% 0 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,503 shares 6,503 $321K 0.07% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,193 shares; 2024Q4: 3,591 shares; 2025Q1: 3,591 shares; 2025Q2: 3,545 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,267 shares 3,267 $316K 0.07% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,142 shares; 2024Q4: 2,147 shares; 2025Q1: 2,147 shares; 2025Q2: 2,147 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares; 2026Q1: 1,687 shares; 2026Q2: 1,662 shares 1,662 $315K 0.07% -25 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; 2024Q3: 2,554 shares; 2024Q4: 2,535 shares; 2025Q1: 2,546 shares; 2025Q2: 3,485 shares; 2025Q3: 3,047 shares; 2025Q4: 3,088 shares; 2026Q1: 3,174 shares; 2026Q2: 2,877 shares 2,877 $309K 0.06% -297 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,051 shares; 2024Q4: 6,766 shares; 2025Q1: 5,305 shares; 2025Q2: 5,284 shares; 2025Q3: 4,536 shares; 2025Q4: 3,167 shares; 2026Q1: 3,160 shares; 2026Q2: 3,104 shares 3,104 $307K 0.06% -56 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,271 shares; 2025Q4: 10,331 shares; 2026Q1: 13,696 shares; 2026Q2: 13,696 shares 13,696 $303K 0.06% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,617 shares; 2024Q4: 4,842 shares; 2025Q1: 3,842 shares; 2025Q2: 3,838 shares; 2025Q3: 4,025 shares; 2025Q4: 2,770 shares; 2026Q1: 2,770 shares; 2026Q2: 2,770 shares 2,770 $302K 0.06% 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; 2024Q3: 905 shares; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 909 shares; 2026Q1: 905 shares; 2026Q2: 905 shares 905 $300K 0.06% 0 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,320 shares 12,320 $297K 0.06% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares; 2026Q2: 1,730 shares 1,730 $293K 0.06% +30 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,469 shares; 2025Q1: 4,491 shares; 2025Q2: 4,502 shares; 2025Q3: 3,802 shares; 2025Q4: 3,757 shares; 2026Q1: 3,762 shares; 2026Q2: 3,762 shares 3,762 $292K 0.06% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,855 shares; 2024Q4: 30,576 shares; 2025Q1: 30,309 shares; 2025Q2: 30,030 shares; 2025Q3: 15,334 shares; 2025Q4: 15,334 shares; 2026Q1: 16,134 shares; 2026Q2: 16,134 shares 16,134 $289K 0.06% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares; 2026Q1: 2,006 shares; 2026Q2: 2,006 shares 2,006 $287K 0.06% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,422 shares; 2026Q1: 13,082 shares; 2026Q2: 13,082 shares 13,082 $283K 0.06% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,820 shares; 2024Q4: 6,820 shares; 2025Q1: 6,820 shares; 2025Q2: 6,820 shares; 2025Q3: 5,820 shares; 2025Q4: 5,820 shares; 2026Q1: 5,847 shares; 2026Q2: 5,820 shares 5,820 $280K 0.06% -27 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,888 shares; 2025Q2: not reported; 2025Q3: 7,311 shares; 2025Q4: 7,311 shares; 2026Q1: 7,311 shares; 2026Q2: 7,311 shares 7,311 $269K 0.06% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: 1,285 shares; 2025Q1: 1,290 shares; 2025Q2: 1,598 shares; 2025Q3: 960 shares; 2025Q4: 975 shares; 2026Q1: 1,083 shares; 2026Q2: 986 shares 986 $266K 0.06% -97 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,428 shares; 2024Q4: not reported; 2025Q1: 2,428 shares; 2025Q2: 2,428 shares; 2025Q3: 2,768 shares; 2025Q4: 2,768 shares; 2026Q1: 2,768 shares; 2026Q2: 2,768 shares 2,768 $265K 0.06% 0 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,405 shares 10,405 $264K 0.05% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,598 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,352 shares; 2025Q3: 2,509 shares; 2025Q4: 2,521 shares; 2026Q1: 2,532 shares; 2026Q2: 2,531 shares 2,531 $263K 0.05% -1 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,022 shares; 2024Q4: 6,685 shares; 2025Q1: 6,360 shares; 2025Q2: 6,248 shares; 2025Q3: 6,208 shares; 2025Q4: 6,017 shares; 2026Q1: 6,299 shares; 2026Q2: 6,325 shares 6,325 $262K 0.05% +26 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,011 shares 1,011 $258K 0.05% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 388 shares 388 $255K 0.05% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,631 shares; 2025Q4: 1,629 shares; 2026Q1: 1,621 shares; 2026Q2: 1,620 shares 1,620 $254K 0.05% -1 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,139 shares; 2026Q2: 11,139 shares 11,139 $249K 0.05% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $246K 0.05% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,888 shares; 2025Q4: 1,888 shares; 2026Q1: 1,698 shares; 2026Q2: 1,698 shares 1,698 $246K 0.05% 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; 2024Q3: 16,839 shares; 2024Q4: 16,928 shares; 2025Q1: 16,928 shares; 2025Q2: 16,928 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,843 shares; 2026Q2: 2,843 shares 2,843 $241K 0.05% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,870 shares; 2026Q1: not reported; 2026Q2: 8,129 shares 8,129 $239K 0.05% new Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,380 shares; 2026Q2: 10,485 shares 10,485 $238K 0.05% +1,105 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,401 shares; 2024Q4: 1,995 shares; 2025Q1: 1,855 shares; 2025Q2: 1,845 shares; 2025Q3: 1,852 shares; 2025Q4: 1,123 shares; 2026Q1: 1,115 shares; 2026Q2: 1,115 shares 1,115 $237K 0.05% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $233K 0.05% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,430 shares; 2024Q4: 21,430 shares; 2025Q1: 20,730 shares; 2025Q2: 20,630 shares; 2025Q3: 2,610 shares; 2025Q4: 2,630 shares; 2026Q1: 2,600 shares; 2026Q2: 2,540 shares 2,540 $233K 0.05% -60 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,984 shares; 2026Q2: 3,984 shares 3,984 $229K 0.05% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,989 shares; 2024Q4: 1,989 shares; 2025Q1: 1,989 shares; 2025Q2: 1,889 shares; 2025Q3: 1,489 shares; 2025Q4: not reported; 2026Q1: 1,489 shares; 2026Q2: 1,489 shares 1,489 $229K 0.05% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 326 shares 326 $224K 0.05% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: not reported; 2025Q4: 575 shares; 2026Q1: not reported; 2026Q2: 575 shares 575 $222K 0.05% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,689 shares; 2025Q4: not reported; 2026Q1: 1,689 shares; 2026Q2: 1,717 shares 1,717 $217K 0.05% +28 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 599 shares; 2026Q2: 613 shares 613 $217K 0.05% +14 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,246 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,250 shares 2,250 $217K 0.05% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,573 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,516 shares 1,516 $212K 0.04% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,296 shares 7,296 $202K 0.04% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,105 shares 2,105 $201K 0.04% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,631 shares; 2025Q4: 22,631 shares; 2026Q1: 31,131 shares; 2026Q2: 31,131 shares 31,131 $176K 0.04% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,017 shares; 2025Q4: 12,110 shares; 2026Q1: 11,023 shares; 2026Q2: 11,025 shares 11,025 $153K 0.03% +2 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,090 shares; 2026Q1: 12,140 shares; 2026Q2: 12,140 shares 12,140 $136K 0.03% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,575 shares; 2026Q2: 11,575 shares 11,575 $112K 0.02% 0 Timeline