IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,925 shares; 2024Q4: 72,028 shares; 2025Q1: 65,828 shares; 2025Q2: 39,813 shares; 2025Q3: 39,417 shares; 2025Q4: 39,640 shares; 2026Q1: 51,380 shares; 2026Q2: 82,038 shares 82,038 $61.4M 16.72% +30,658 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 796,134 shares; 2024Q4: 702,824 shares; 2025Q1: 687,491 shares; 2025Q2: 677,440 shares; 2025Q3: 647,595 shares; 2025Q4: 677,341 shares; 2026Q1: 711,117 shares; 2026Q2: 787,646 shares 787,646 $36.3M 9.89% +76,529 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293,319 shares; 2025Q3: 293,319 shares; 2025Q4: 293,319 shares; 2026Q1: 293,319 shares; 2026Q2: 293,319 shares 293,319 $23.6M 6.44% 0 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 625,305 shares; 2026Q2: 628,639 shares 628,639 $23M 6.26% +3,334 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: 176,836 shares; 2024Q4: 168,873 shares; 2025Q1: 175,142 shares; 2025Q2: 166,133 shares; 2025Q3: 162,591 shares; 2025Q4: 163,907 shares; 2026Q1: 168,047 shares; 2026Q2: 161,154 shares 161,154 $22.2M 6.03% -6,893 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,040 shares; 2024Q4: 294,290 shares; 2025Q1: 306,739 shares; 2025Q2: 318,977 shares; 2025Q3: 398,529 shares; 2025Q4: 405,003 shares; 2026Q1: 300,825 shares; 2026Q2: 295,928 shares 295,928 $20.1M 5.48% -4,897 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: 36,840 shares; 2024Q4: 36,836 shares; 2025Q1: 57,962 shares; 2025Q2: 69,798 shares; 2025Q3: 75,450 shares; 2025Q4: 104,564 shares; 2026Q1: 93,533 shares; 2026Q2: 76,462 shares 76,462 $17.4M 4.73% -17,071 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,109 shares; 2025Q2: 60,037 shares; 2025Q3: 58,820 shares; 2025Q4: 58,855 shares; 2026Q1: 57,702 shares; 2026Q2: 57,278 shares 57,278 $11.5M 3.12% -424 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 149,931 shares; 2025Q3: 247,733 shares; 2025Q4: 263,590 shares; 2026Q1: 271,231 shares; 2026Q2: 209,669 shares 209,669 $11.1M 3.01% -61,562 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,832 shares; 2024Q4: 21,423 shares; 2025Q1: 21,538 shares; 2025Q2: 24,679 shares; 2025Q3: 28,422 shares; 2025Q4: 31,167 shares; 2026Q1: 355,357 shares; 2026Q2: 406,771 shares 406,771 $9.27M 2.52% +51,414 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; 2024Q3: 141,901 shares; 2024Q4: 151,284 shares; 2025Q1: 139,001 shares; 2025Q2: 151,460 shares; 2025Q3: 164,535 shares; 2025Q4: 164,419 shares; 2026Q1: 173,324 shares; 2026Q2: 190,328 shares 190,328 $8.91M 2.43% +17,004 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266 shares; 2024Q4: 19,231 shares; 2025Q1: 19,899 shares; 2025Q2: 20,131 shares; 2025Q3: 20,708 shares; 2025Q4: 35,334 shares; 2026Q1: 36,347 shares; 2026Q2: 24,987 shares 24,987 $8.57M 2.33% -11,360 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 154,106 shares; 2026Q2: 145,150 shares 145,150 $7.31M 1.99% -8,956 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,752 shares; 2024Q4: 151,725 shares; 2025Q1: 147,369 shares; 2025Q2: 162,999 shares; 2025Q3: 148,417 shares; 2025Q4: 146,798 shares; 2026Q1: 147,252 shares; 2026Q2: 142,218 shares 142,218 $7.19M 1.96% -5,034 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 249,866 shares 249,866 $7.01M 1.91% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X 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: 63,359 shares; 2025Q4: 66,828 shares; 2026Q1: 91,025 shares; 2026Q2: 111,594 shares 111,594 $6.66M 1.81% +20,569 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,559 shares; 2024Q4: 78,168 shares; 2025Q1: 134,402 shares; 2025Q2: 229,650 shares; 2025Q3: 278,189 shares; 2025Q4: 337,936 shares; 2026Q1: 190,004 shares; 2026Q2: 126,193 shares 126,193 $6.53M 1.78% -63,811 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,256 shares; 2025Q2: 212,402 shares; 2025Q3: 219,014 shares; 2025Q4: 221,121 shares; 2026Q1: 225,851 shares; 2026Q2: 148,892 shares 148,892 $6.42M 1.75% -76,959 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,661 shares; 2024Q4: 135,125 shares; 2025Q1: 80,495 shares; 2025Q2: 82,689 shares; 2025Q3: 21,906 shares; 2025Q4: 19,983 shares; 2026Q1: 20,674 shares; 2026Q2: 49,230 shares 49,230 $6.13M 1.67% +28,556 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,304 shares; 2025Q3: 107,242 shares; 2025Q4: 108,461 shares; 2026Q1: 117,791 shares; 2026Q2: 123,691 shares 123,691 $5.99M 1.63% +5,900 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,327 shares; 2024Q4: 8,620 shares; 2025Q1: 68,183 shares; 2025Q2: 88,513 shares; 2025Q3: 101,063 shares; 2025Q4: 74,889 shares; 2026Q1: 59,907 shares; 2026Q2: 56,547 shares 56,547 $5.67M 1.54% -3,360 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,142 shares; 2024Q4: 11,920 shares; 2025Q1: 27,548 shares; 2025Q2: 36,067 shares; 2025Q3: 55,726 shares; 2025Q4: 56,345 shares; 2026Q1: 14,142 shares; 2026Q2: 13,482 shares 13,482 $4.93M 1.34% -660 Timeline LMUB 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: 72,398 shares; 2026Q2: 92,813 shares 92,813 $4.75M 1.29% +20,415 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: 39,503 shares; 2024Q4: 39,973 shares; 2025Q1: 30,193 shares; 2025Q2: 44,377 shares; 2025Q3: 47,788 shares; 2025Q4: 52,020 shares; 2026Q1: 51,374 shares; 2026Q2: 39,425 shares 39,425 $4.24M 1.15% -11,949 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,978 shares; 2024Q4: 83,128 shares; 2025Q1: 85,977 shares; 2025Q2: 92,693 shares; 2025Q3: 102,283 shares; 2025Q4: 102,956 shares; 2026Q1: 95,292 shares; 2026Q2: 72,213 shares 72,213 $3.78M 1.03% -23,079 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,466 shares; 2025Q1: 77,487 shares; 2025Q2: 75,696 shares; 2025Q3: 106,222 shares; 2025Q4: 102,160 shares; 2026Q1: 38,233 shares; 2026Q2: 42,311 shares 42,311 $3.19M 0.87% +4,078 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: 4,033 shares; 2025Q4: 4,033 shares; 2026Q1: 4,033 shares; 2026Q2: 4,033 shares 4,033 $2.92M 0.79% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,419 shares; 2024Q4: 72,879 shares; 2025Q1: 72,191 shares; 2025Q2: 72,192 shares; 2025Q3: 71,647 shares; 2025Q4: 70,754 shares; 2026Q1: 69,619 shares; 2026Q2: 69,301 shares 69,301 $2.9M 0.79% -318 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,504 shares; 2024Q4: 47,088 shares; 2025Q1: 49,126 shares; 2025Q2: 48,798 shares; 2025Q3: 14,420 shares; 2025Q4: 13,234 shares; 2026Q1: 11,854 shares; 2026Q2: 11,300 shares 11,300 $2.85M 0.78% -554 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,655 shares; 2024Q4: 86,034 shares; 2025Q1: 101,206 shares; 2025Q2: 108,127 shares; 2025Q3: 101,518 shares; 2025Q4: 60,077 shares; 2026Q1: 58,980 shares; 2026Q2: 12,819 shares 12,819 $2.81M 0.77% -46,161 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,152 shares; 2024Q4: 25,006 shares; 2025Q1: 17,422 shares; 2025Q2: 17,334 shares; 2025Q3: 17,334 shares; 2025Q4: 17,119 shares; 2026Q1: 16,475 shares; 2026Q2: 16,475 shares 16,475 $2.7M 0.73% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,857 shares; 2025Q2: 14,820 shares; 2025Q3: 28,949 shares; 2025Q4: 33,226 shares; 2026Q1: 27,622 shares; 2026Q2: 25,099 shares 25,099 $2.08M 0.57% -2,523 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,095 shares; 2024Q4: 217,221 shares; 2025Q1: 164,973 shares; 2025Q2: 266,498 shares; 2025Q3: 233,765 shares; 2025Q4: 203,560 shares; 2026Q1: 126,810 shares; 2026Q2: 21,601 shares 21,601 $1.65M 0.45% -105,209 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: 1,659 shares; 2024Q4: 1,659 shares; 2025Q1: 1,659 shares; 2025Q2: 1,831 shares; 2025Q3: 1,763 shares; 2025Q4: 1,768 shares; 2026Q1: 1,763 shares; 2026Q2: 1,813 shares 1,813 $1.35M 0.37% +50 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,342 shares; 2024Q4: 2,205 shares; 2025Q1: 2,421 shares; 2025Q2: 2,549 shares; 2025Q3: 2,542 shares; 2025Q4: 2,535 shares; 2026Q1: 2,540 shares; 2026Q2: 2,521 shares 2,521 $1.03M 0.28% -19 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: 1,278 shares; 2024Q4: 1,266 shares; 2025Q1: 1,363 shares; 2025Q2: 3,174 shares; 2025Q3: 3,372 shares; 2025Q4: 3,531 shares; 2026Q1: 3,531 shares; 2026Q2: 3,494 shares 3,494 $1.01M 0.28% -37 Timeline SYSB 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: 7,190 shares; 2026Q1: 8,126 shares; 2026Q2: 9,100 shares 9,100 $807K 0.22% +974 Timeline ITM 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: 7,684 shares; 2024Q4: 7,566 shares; 2025Q1: 10,115 shares; 2025Q2: 12,766 shares; 2025Q3: 12,534 shares; 2025Q4: 12,259 shares; 2026Q1: 11,710 shares; 2026Q2: 13,509 shares 13,509 $635K 0.17% +1,799 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,966 shares; 2024Q4: 3,916 shares; 2025Q1: 3,734 shares; 2025Q2: 3,763 shares; 2025Q3: 3,763 shares; 2025Q4: 3,763 shares; 2026Q1: 3,763 shares; 2026Q2: 3,763 shares 3,763 $591K 0.16% 0 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; 2024Q3: 3,757 shares; 2024Q4: 4,487 shares; 2025Q1: 4,351 shares; 2025Q2: 4,575 shares; 2025Q3: 4,575 shares; 2025Q4: 4,575 shares; 2026Q1: 4,575 shares; 2026Q2: 7,947 shares 7,947 $583K 0.16% +3,372 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,309 shares; 2024Q4: 7,259 shares; 2025Q1: 7,977 shares; 2025Q2: 8,094 shares; 2025Q3: 8,007 shares; 2025Q4: 7,844 shares; 2026Q1: 7,735 shares; 2026Q2: 7,538 shares 7,538 $549K 0.15% -197 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,897 shares; 2024Q4: 26,323 shares; 2025Q1: 13,554 shares; 2025Q2: 11,692 shares; 2025Q3: 6,061 shares; 2025Q4: 5,715 shares; 2026Q1: 5,189 shares; 2026Q2: 5,322 shares 5,322 $544K 0.15% +133 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,546 shares; 2024Q4: 4,876 shares; 2025Q1: 4,484 shares; 2025Q2: 5,066 shares; 2025Q3: 6,017 shares; 2025Q4: 5,998 shares; 2026Q1: 5,463 shares; 2026Q2: 5,629 shares 5,629 $532K 0.14% +166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 491 shares; 2026Q1: 498 shares; 2026Q2: 498 shares 498 $530K 0.14% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,998 shares; 2024Q4: 7,852 shares; 2025Q1: 8,948 shares; 2025Q2: 9,169 shares; 2025Q3: 7,840 shares; 2025Q4: 6,991 shares; 2026Q1: 6,086 shares; 2026Q2: 5,380 shares 5,380 $519K 0.14% -706 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: not reported; 2024Q4: not reported; 2025Q1: 1,659 shares; 2025Q2: 2,076 shares; 2025Q3: 2,056 shares; 2025Q4: 2,038 shares; 2026Q1: 3,153 shares; 2026Q2: 3,151 shares 3,151 $518K 0.14% -2 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 941 shares; 2026Q1: 941 shares; 2026Q2: 941 shares 941 $471K 0.13% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 772 shares; 2025Q2: 1,282 shares; 2025Q3: 1,278 shares; 2025Q4: 1,359 shares; 2026Q1: 1,350 shares; 2026Q2: 1,232 shares 1,232 $460K 0.13% -118 Timeline SCHF 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: 20,128 shares; 2025Q3: 13,508 shares; 2025Q4: 17,304 shares; 2026Q1: 16,406 shares; 2026Q2: 16,292 shares 16,292 $451K 0.12% -114 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,762 shares; 2024Q4: 13,524 shares; 2025Q1: 19,399 shares; 2025Q2: 20,224 shares; 2025Q3: 19,258 shares; 2025Q4: 19,258 shares; 2026Q1: 19,251 shares; 2026Q2: 19,405 shares 19,405 $449K 0.12% +154 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,575 shares; 2024Q4: 2,555 shares; 2025Q1: 2,554 shares; 2025Q2: 2,554 shares; 2025Q3: 2,554 shares; 2025Q4: 2,554 shares; 2026Q1: 2,633 shares; 2026Q2: 2,093 shares 2,093 $418K 0.11% -540 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: 13,109 shares; 2026Q1: 12,924 shares; 2026Q2: 12,924 shares 12,924 $380K 0.1% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,227 shares 4,227 $361K 0.1% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 476 shares; 2026Q2: 476 shares 476 $351K 0.1% 0 Timeline JEPQ 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,562 shares; 2025Q3: 5,562 shares; 2025Q4: 5,562 shares; 2026Q1: 5,562 shares; 2026Q2: 5,562 shares 5,562 $342K 0.09% 0 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,773 shares; 2024Q4: 187,252 shares; 2025Q1: 143,142 shares; 2025Q2: 10,842 shares; 2025Q3: 8,506 shares; 2025Q4: 7,482 shares; 2026Q1: 6,467 shares; 2026Q2: 6,263 shares 6,263 $331K 0.09% -204 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 866 shares; 2025Q4: 857 shares; 2026Q1: 857 shares; 2026Q2: 857 shares 857 $306K 0.08% 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; 2024Q3: 1,652 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $296K 0.08% 0 Timeline ILCV 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: 9,076 shares; 2025Q2: 3,126 shares; 2025Q3: 3,098 shares; 2025Q4: 3,069 shares; 2026Q1: 3,307 shares; 2026Q2: 2,900 shares 2,900 $294K 0.08% -407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,641 shares; 2025Q3: 4,571 shares; 2025Q4: 4,733 shares; 2026Q1: 2,538 shares; 2026Q2: 2,538 shares 2,538 $287K 0.08% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,414 shares; 2026Q1: 7,414 shares; 2026Q2: 7,414 shares 7,414 $268K 0.07% 0 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 9,093 shares; 2025Q4: 9,229 shares; 2026Q1: 9,409 shares; 2026Q2: 9,355 shares 9,355 $260K 0.07% -54 Timeline XAR 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: not reported; 2026Q1: not reported; 2026Q2: 864 shares 864 $245K 0.07% new Timeline ITA 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: 1,285 shares; 2025Q4: 1,394 shares; 2026Q1: 1,065 shares; 2026Q2: 1,008 shares 1,008 $244K 0.07% -57 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 645 shares 645 $239K 0.06% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 365 shares; 2026Q2: 341 shares 341 $234K 0.06% -24 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 428 shares; 2026Q1: 428 shares; 2026Q2: 428 shares 428 $218K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 588 shares; 2025Q3: 836 shares; 2025Q4: 836 shares; 2026Q1: not reported; 2026Q2: 573 shares 573 $202K 0.06% new Timeline