IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,430 shares; 2024Q4: 291,124 shares; 2025Q1: 281,599 shares; 2025Q2: 300,861 shares; 2025Q3: 305,007 shares; 2025Q4: 284,157 shares; 2026Q1: 281,640 shares; 2026Q2: 273,676 shares 273,676 $37.4M 13.09% -7,964 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: 60,265 shares; 2024Q4: 58,773 shares; 2025Q1: 58,517 shares; 2025Q2: 58,517 shares; 2025Q3: 58,518 shares; 2025Q4: 58,519 shares; 2026Q1: 58,483 shares; 2026Q2: 58,484 shares 58,484 $21.6M 7.57% +1 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: 38,003 shares; 2024Q4: 37,647 shares; 2025Q1: 29,434 shares; 2025Q2: 29,488 shares; 2025Q3: 29,836 shares; 2025Q4: 28,715 shares; 2026Q1: 28,264 shares; 2026Q2: 28,155 shares 28,155 $21M 7.36% -109 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,832 shares; 2024Q4: 99,011 shares; 2025Q1: 95,901 shares; 2025Q2: 105,050 shares; 2025Q3: 105,370 shares; 2025Q4: 98,284 shares; 2026Q1: 99,030 shares; 2026Q2: 96,350 shares 96,350 $17.2M 6.02% -2,680 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: 23,224 shares; 2024Q4: 22,687 shares; 2025Q1: 22,152 shares; 2025Q2: 29,422 shares; 2025Q3: 29,090 shares; 2025Q4: 21,108 shares; 2026Q1: 21,074 shares; 2026Q2: 21,253 shares 21,253 $15.9M 5.57% +179 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: 105,190 shares; 2024Q4: 104,166 shares; 2025Q1: 98,921 shares; 2025Q2: 98,945 shares; 2025Q3: 99,140 shares; 2025Q4: 95,802 shares; 2026Q1: 95,738 shares; 2026Q2: 95,774 shares 95,774 $14.2M 4.97% +36 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,417 shares; 2024Q4: 186,866 shares; 2025Q1: 186,931 shares; 2025Q2: 187,991 shares; 2025Q3: 184,960 shares; 2025Q4: 156,391 shares; 2026Q1: 151,867 shares; 2026Q2: 149,589 shares 149,589 $11.2M 3.94% -2,278 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,625 shares; 2024Q4: 70,638 shares; 2025Q1: 102,652 shares; 2025Q2: 109,539 shares; 2025Q3: 108,656 shares; 2025Q4: 91,021 shares; 2026Q1: 89,902 shares; 2026Q2: 85,009 shares 85,009 $10.1M 3.55% -4,893 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,075 shares; 2024Q4: 123,069 shares; 2025Q1: 119,899 shares; 2025Q2: 119,018 shares; 2025Q3: 118,229 shares; 2025Q4: 107,368 shares; 2026Q1: 106,859 shares; 2026Q2: 106,199 shares 106,199 $9.9M 3.47% -660 Timeline JP Morgan Exchange Traded F… JP Morgan Exchange Traded Fund More: the full row for JP Morgan Exchange Traded Fund Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,393 shares; 2024Q4: 144,787 shares; 2025Q1: 140,280 shares; 2025Q2: 145,893 shares; 2025Q3: 144,434 shares; 2025Q4: 131,945 shares; 2026Q1: 126,278 shares; 2026Q2: 122,907 shares 122,907 $9.26M 3.24% -3,371 ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,254 shares; 2024Q4: 33,344 shares; 2025Q1: 33,432 shares; 2025Q2: 33,512 shares; 2025Q3: 36,476 shares; 2025Q4: 41,139 shares; 2026Q1: 46,652 shares; 2026Q2: 50,847 shares 50,847 $6.72M 2.35% +4,195 Timeline SLYV 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: 58,855 shares; 2024Q4: 58,472 shares; 2025Q1: 58,609 shares; 2025Q2: 62,702 shares; 2025Q3: 63,612 shares; 2025Q4: 61,757 shares; 2026Q1: 62,074 shares; 2026Q2: 59,924 shares 59,924 $6.54M 2.29% -2,150 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,155 shares; 2024Q4: 86,215 shares; 2025Q1: 77,213 shares; 2025Q2: 89,066 shares; 2025Q3: 90,207 shares; 2025Q4: 74,255 shares; 2026Q1: 73,512 shares; 2026Q2: 72,676 shares 72,676 $6.43M 2.25% -836 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,294 shares; 2024Q4: 72,904 shares; 2025Q1: 77,255 shares; 2025Q2: 94,242 shares; 2025Q3: 98,976 shares; 2025Q4: 107,969 shares; 2026Q1: 112,146 shares; 2026Q2: 119,284 shares 119,284 $6.22M 2.18% +7,138 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: 30,909 shares; 2024Q4: 30,909 shares; 2025Q1: 29,377 shares; 2025Q2: 29,758 shares; 2025Q3: 29,003 shares; 2025Q4: 29,003 shares; 2026Q1: 29,003 shares; 2026Q2: 29,004 shares 29,004 $5.8M 2.03% +1 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,123 shares; 2024Q4: 188,350 shares; 2025Q1: 192,351 shares; 2025Q2: 196,097 shares; 2025Q3: 196,045 shares; 2025Q4: 198,944 shares; 2026Q1: 199,243 shares; 2026Q2: 201,800 shares 201,800 $5.68M 1.99% +2,557 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: 99,731 shares; 2024Q4: 111,113 shares; 2025Q1: 111,113 shares; 2025Q2: 111,113 shares; 2025Q3: 111,113 shares; 2025Q4: 99,138 shares; 2026Q1: 73,252 shares; 2026Q2: 73,252 shares 73,252 $5.53M 1.94% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,109 shares; 2024Q4: 21,249 shares; 2025Q1: 20,612 shares; 2025Q2: 19,311 shares; 2025Q3: 18,461 shares; 2025Q4: 17,821 shares; 2026Q1: 17,734 shares; 2026Q2: 17,646 shares 17,646 $5.11M 1.79% -88 Timeline VUSB 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: 68,406 shares; 2024Q4: 66,079 shares; 2025Q1: 79,871 shares; 2025Q2: 113,481 shares; 2025Q3: 120,612 shares; 2025Q4: 86,830 shares; 2026Q1: 95,237 shares; 2026Q2: 95,600 shares 95,600 $4.76M 1.67% +363 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: 10,589 shares; 2024Q4: 10,589 shares; 2025Q1: 9,943 shares; 2025Q2: 9,877 shares; 2025Q3: 9,758 shares; 2025Q4: 9,758 shares; 2026Q1: 9,545 shares; 2026Q2: 9,545 shares 9,545 $3.52M 1.23% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,231 shares; 2024Q4: 9,216 shares; 2025Q1: 8,844 shares; 2025Q2: 8,844 shares; 2025Q3: 8,844 shares; 2025Q4: 8,844 shares; 2026Q1: 8,844 shares; 2026Q2: 8,844 shares 8,844 $3.3M 1.15% 0 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: 12,768 shares; 2024Q4: 12,758 shares; 2025Q1: 11,651 shares; 2025Q2: 11,658 shares; 2025Q3: 11,658 shares; 2025Q4: 11,666 shares; 2026Q1: 11,666 shares; 2026Q2: 11,452 shares 11,452 $2.73M 0.96% -214 Timeline GNR 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: 59,112 shares; 2024Q4: 60,504 shares; 2025Q1: 55,611 shares; 2025Q2: 58,013 shares; 2025Q3: 58,630 shares; 2025Q4: 40,822 shares; 2026Q1: 40,232 shares; 2026Q2: 40,001 shares 40,001 $2.69M 0.94% -231 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: 7,288 shares; 2024Q4: 7,080 shares; 2025Q1: 7,080 shares; 2025Q2: 7,080 shares; 2025Q3: 7,080 shares; 2025Q4: 7,106 shares; 2026Q1: 7,119 shares; 2026Q2: 7,119 shares 7,119 $2.52M 0.88% 0 Timeline SLYG 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: 17,956 shares; 2024Q4: 17,686 shares; 2025Q1: 17,752 shares; 2025Q2: 19,375 shares; 2025Q3: 19,866 shares; 2025Q4: 19,395 shares; 2026Q1: 19,516 shares; 2026Q2: 19,215 shares 19,215 $2.29M 0.8% -301 Timeline SMOG 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: 9,825 shares; 2024Q4: 10,211 shares; 2025Q1: 10,211 shares; 2025Q2: 15,529 shares; 2025Q3: 15,489 shares; 2025Q4: 15,376 shares; 2026Q1: 15,376 shares; 2026Q2: 14,143 shares 14,143 $2.07M 0.72% -1,233 Timeline FREL 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: 59,322 shares; 2024Q4: 57,373 shares; 2025Q1: 60,364 shares; 2025Q2: 61,141 shares; 2025Q3: 61,594 shares; 2025Q4: 62,157 shares; 2026Q1: 62,684 shares; 2026Q2: 63,130 shares 63,130 $1.85M 0.65% +446 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: 15,033 shares; 2024Q4: 17,276 shares; 2025Q1: 16,923 shares; 2025Q2: 23,911 shares; 2025Q3: 24,776 shares; 2025Q4: 17,132 shares; 2026Q1: 18,878 shares; 2026Q2: 18,782 shares 18,782 $1.81M 0.63% -96 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,796 shares; 2024Q4: 36,209 shares; 2025Q1: 35,290 shares; 2025Q2: 35,332 shares; 2025Q3: 35,092 shares; 2025Q4: 31,023 shares; 2026Q1: 30,726 shares; 2026Q2: 30,931 shares 30,931 $1.78M 0.62% +205 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: 7,125 shares; 2024Q4: 7,125 shares; 2025Q1: 5,588 shares; 2025Q2: 5,450 shares; 2025Q3: 4,456 shares; 2025Q4: 4,456 shares; 2026Q1: 4,546 shares; 2026Q2: 4,269 shares 4,269 $1.52M 0.53% -277 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: 1,531 shares; 2024Q4: 1,531 shares; 2025Q1: 1,531 shares; 2025Q2: 1,496 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares; 2026Q1: 1,433 shares; 2026Q2: 1,433 shares 1,433 $1.45M 0.51% 0 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: 41,648 shares; 2024Q4: 42,227 shares; 2025Q1: 41,696 shares; 2025Q2: 42,021 shares; 2025Q3: 41,622 shares; 2025Q4: 18,470 shares; 2026Q1: 18,325 shares; 2026Q2: 18,521 shares 18,521 $1.35M 0.47% +196 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: not reported; 2024Q4: 1,363 shares; 2025Q1: 1,342 shares; 2025Q2: 1,419 shares; 2025Q3: 1,965 shares; 2025Q4: 2,533 shares; 2026Q1: 2,945 shares; 2026Q2: 2,923 shares 2,923 $1.23M 0.43% -22 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,971 shares; 2024Q4: 73,886 shares; 2025Q1: 75,612 shares; 2025Q2: 31,298 shares; 2025Q3: 32,055 shares; 2025Q4: 47,842 shares; 2026Q1: 49,979 shares; 2026Q2: 57,102 shares 57,102 $1.17M 0.41% +7,123 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: 3,908 shares; 2024Q4: 3,858 shares; 2025Q1: 3,859 shares; 2025Q2: 3,860 shares; 2025Q3: 3,861 shares; 2025Q4: 3,862 shares; 2026Q1: 3,862 shares; 2026Q2: 3,863 shares 3,863 $1.16M 0.41% +1 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: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,268 shares; 2025Q2: 1,244 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares; 2026Q2: 1,201 shares 1,201 $1.12M 0.39% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,874 shares; 2024Q4: 4,874 shares; 2025Q1: 4,874 shares; 2025Q2: 4,874 shares; 2025Q3: 4,874 shares; 2025Q4: 4,874 shares; 2026Q1: 4,874 shares; 2026Q2: 4,874 shares 4,874 $1.12M 0.39% 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: 585 shares; 2025Q1: 586 shares; 2025Q2: 1,319 shares; 2025Q3: 1,245 shares; 2025Q4: 1,085 shares; 2026Q1: 1,582 shares; 2026Q2: 1,586 shares 1,586 $1.09M 0.38% +4 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,550 shares; 2024Q4: 2,560 shares; 2025Q1: 2,563 shares; 2025Q2: 2,566 shares; 2025Q3: 2,569 shares; 2025Q4: 2,575 shares; 2026Q1: 2,576 shares; 2026Q2: 2,579 shares 2,579 $1.02M 0.36% +3 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: 2,922 shares; 2024Q4: 2,873 shares; 2025Q1: 2,873 shares; 2025Q2: 2,873 shares; 2025Q3: 2,873 shares; 2025Q4: 2,873 shares; 2026Q1: 2,873 shares; 2026Q2: 2,873 shares 2,873 $986K 0.35% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 3,748 shares; 2025Q1: 3,756 shares; 2025Q2: 3,587 shares; 2025Q3: 3,597 shares; 2025Q4: 3,610 shares; 2026Q1: 3,616 shares; 2026Q2: 3,624 shares 3,624 $802K 0.28% +8 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: 2,721 shares; 2024Q4: 2,721 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares; 2026Q1: 2,315 shares; 2026Q2: 2,315 shares 2,315 $783K 0.27% 0 Timeline JPMorgan BetaBuilders Canad… JPMorgan BetaBuilders Canada E More: the full row for JPMorgan BetaBuilders Canada E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,077 shares; 2024Q4: 7,164 shares; 2025Q1: 7,026 shares; 2025Q2: 8,730 shares; 2025Q3: 8,817 shares; 2025Q4: 7,678 shares; 2026Q1: 7,649 shares; 2026Q2: 7,622 shares 7,622 $758K 0.27% -27 APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 4,160 shares; 2025Q2: 4,160 shares; 2025Q3: 4,160 shares; 2025Q4: 4,160 shares; 2026Q1: 4,160 shares; 2026Q2: 4,160 shares 4,160 $733K 0.26% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,970 shares; 2024Q4: 3,970 shares; 2025Q1: 3,970 shares; 2025Q2: 3,871 shares; 2025Q3: 3,871 shares; 2025Q4: 3,871 shares; 2026Q1: 3,871 shares; 2026Q2: 3,871 shares 3,871 $729K 0.26% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,427 shares; 2024Q4: 1,427 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares; 2026Q2: 1,427 shares 1,427 $701K 0.25% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,508 shares; 2025Q2: 1,508 shares; 2025Q3: 1,508 shares; 2025Q4: 1,508 shares; 2026Q1: 1,508 shares; 2026Q2: 1,237 shares 1,237 $635K 0.22% -271 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: 1,270 shares; 2024Q4: 1,270 shares; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 1,495 shares; 2025Q4: 1,621 shares; 2026Q1: 1,629 shares; 2026Q2: 1,629 shares 1,629 $615K 0.22% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,746 shares; 2024Q4: 3,740 shares; 2025Q1: 3,544 shares; 2025Q2: 3,281 shares; 2025Q3: 3,281 shares; 2025Q4: 3,281 shares; 2026Q1: 3,281 shares; 2026Q2: 2,384 shares 2,384 $600K 0.21% -897 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,419 shares; 2024Q4: 4,419 shares; 2025Q1: 4,419 shares; 2025Q2: 4,419 shares; 2025Q3: 4,419 shares; 2025Q4: 4,419 shares; 2026Q1: 4,419 shares; 2026Q2: 4,419 shares 4,419 $599K 0.21% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,464 shares; 2026Q2: 10,464 shares 10,464 $590K 0.21% 0 Timeline KLAC KLA CORP More: the full row for KLA 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: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 1,920 shares 1,920 $579K 0.2% +1,728 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,258 shares; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares; 2026Q2: 1,258 shares 1,258 $570K 0.2% 0 Timeline BWZ 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: 9,488 shares; 2024Q4: 9,545 shares; 2025Q1: 9,570 shares; 2025Q2: 19,417 shares; 2025Q3: 19,489 shares; 2025Q4: 20,069 shares; 2026Q1: 20,115 shares; 2026Q2: 21,259 shares 21,259 $569K 0.2% +1,144 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: 1,533 shares; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares; 2026Q1: 1,533 shares; 2026Q2: 1,533 shares 1,533 $568K 0.2% 0 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: 8,137 shares; 2025Q3: 8,174 shares; 2025Q4: 8,327 shares; 2026Q1: 8,352 shares; 2026Q2: 11,450 shares 11,450 $555K 0.19% +3,098 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,148 shares; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: 4,143 shares; 2025Q3: 4,143 shares; 2025Q4: 4,143 shares; 2026Q1: 4,143 shares; 2026Q2: 3,223 shares 3,223 $515K 0.18% -920 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: 595 shares; 2024Q4: 595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares; 2026Q2: 471 shares 471 $501K 0.18% 0 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: 1,028 shares; 2024Q4: 1,026 shares; 2025Q1: 1,002 shares; 2025Q2: 955 shares; 2025Q3: 886 shares; 2025Q4: 886 shares; 2026Q1: 886 shares; 2026Q2: 886 shares 886 $499K 0.17% 0 Timeline GRID 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,584 shares; 2026Q1: 1,861 shares; 2026Q2: 2,565 shares 2,565 $492K 0.17% +704 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 807 shares 807 $469K 0.16% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares; 2025Q2: 3,523 shares; 2025Q3: 3,523 shares; 2025Q4: 3,523 shares; 2026Q1: 3,523 shares; 2026Q2: 3,523 shares 3,523 $467K 0.16% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,123 shares; 2024Q4: 3,123 shares; 2025Q1: 3,123 shares; 2025Q2: 3,123 shares; 2025Q3: 2,996 shares; 2025Q4: 2,996 shares; 2026Q1: 2,996 shares; 2026Q2: 1,872 shares 1,872 $460K 0.16% -1,124 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 735 shares; 2024Q4: 732 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712 $452K 0.16% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 620 shares 620 $442K 0.15% 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; 2024Q3: 4,789 shares; 2024Q4: 4,789 shares; 2025Q1: 4,789 shares; 2025Q2: 4,789 shares; 2025Q3: 4,789 shares; 2025Q4: 4,789 shares; 2026Q1: 4,789 shares; 2026Q2: 4,789 shares 4,789 $435K 0.15% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,078 shares; 2024Q4: 1,078 shares; 2025Q1: 1,078 shares; 2025Q2: 1,078 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 1,047 shares; 2026Q2: 1,047 shares 1,047 $435K 0.15% 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: 2,017 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 2,005 shares; 2026Q1: 2,005 shares; 2026Q2: 2,005 shares 2,005 $434K 0.15% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,939 shares; 2024Q4: 7,939 shares; 2025Q1: 7,939 shares; 2025Q2: 7,939 shares; 2025Q3: 7,939 shares; 2025Q4: 7,939 shares; 2026Q1: 7,939 shares; 2026Q2: 7,939 shares 7,939 $424K 0.15% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,878 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares; 2026Q2: 1,878 shares 1,878 $392K 0.14% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,563 shares; 2024Q4: 1,563 shares; 2025Q1: 1,531 shares; 2025Q2: 1,507 shares; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares; 2026Q1: 1,493 shares; 2026Q2: 1,488 shares 1,488 $388K 0.14% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,464 shares 4,464 $385K 0.13% new Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,986 shares; 2024Q4: 2,986 shares; 2025Q1: 2,986 shares; 2025Q2: 2,986 shares; 2025Q3: 2,986 shares; 2025Q4: 2,986 shares; 2026Q1: 2,986 shares; 2026Q2: 2,986 shares 2,986 $384K 0.13% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,215 shares; 2024Q4: 6,236 shares; 2025Q1: 6,123 shares; 2025Q2: 6,081 shares; 2025Q3: 6,101 shares; 2025Q4: 6,125 shares; 2026Q1: 6,067 shares; 2026Q2: 5,692 shares 5,692 $381K 0.13% -375 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: 731 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares; 2026Q2: 729 shares 729 $372K 0.13% +1 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: 2,996 shares; 2025Q3: 2,996 shares; 2025Q4: 2,996 shares; 2026Q1: 2,996 shares; 2026Q2: 3,007 shares 3,007 $353K 0.12% +11 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: 2,656 shares; 2024Q4: 2,656 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares; 2025Q4: 2,385 shares; 2026Q1: 2,385 shares; 2026Q2: 2,385 shares 2,385 $350K 0.12% 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; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,276 shares; 2026Q2: 1,276 shares 1,276 $347K 0.12% 0 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: not reported; 2026Q1: not reported; 2026Q2: 295 shares 295 $341K 0.12% new 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: 3,758 shares; 2024Q4: 3,758 shares; 2025Q1: 3,767 shares; 2025Q2: 3,785 shares; 2025Q3: 3,785 shares; 2025Q4: 4,290 shares; 2026Q1: 2,990 shares; 2026Q2: 2,990 shares 2,990 $339K 0.12% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $336K 0.12% 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: 4,416 shares; 2024Q4: 4,416 shares; 2025Q1: 4,416 shares; 2025Q2: 4,416 shares; 2025Q3: 4,416 shares; 2025Q4: 4,416 shares; 2026Q1: 4,416 shares; 2026Q2: 4,416 shares 4,416 $334K 0.12% 0 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,311 shares; 2024Q4: 5,107 shares; 2025Q1: 5,121 shares; 2025Q2: 5,135 shares; 2025Q3: 5,151 shares; 2025Q4: 5,167 shares; 2026Q1: 5,180 shares; 2026Q2: 5,192 shares 5,192 $325K 0.11% +12 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,998 shares; 2024Q4: 9,138 shares; 2025Q1: 2,126 shares; 2025Q2: 3,931 shares; 2025Q3: 3,945 shares; 2025Q4: 2,281 shares; 2026Q1: 2,281 shares; 2026Q2: 1,948 shares 1,948 $301K 0.11% -333 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares 92 $294K 0.1% 0 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: 5,582 shares; 2024Q4: 5,582 shares; 2025Q1: 5,098 shares; 2025Q2: 5,098 shares; 2025Q3: 5,098 shares; 2025Q4: 5,098 shares; 2026Q1: 5,098 shares; 2026Q2: 5,098 shares 5,098 $290K 0.1% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares; 2026Q1: 1,468 shares; 2026Q2: 1,468 shares 1,468 $284K 0.1% 0 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: 978 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 906 shares; 2026Q1: 906 shares; 2026Q2: 723 shares 723 $280K 0.1% -183 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,607 shares; 2024Q4: 1,607 shares; 2025Q1: 1,607 shares; 2025Q2: 1,607 shares; 2025Q3: 1,607 shares; 2025Q4: 1,607 shares; 2026Q1: 1,607 shares; 2026Q2: 1,607 shares 1,607 $268K 0.09% 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: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: 1,300 shares; 2025Q2: 1,033 shares; 2025Q3: 754 shares; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 754 shares 754 $266K 0.09% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 305 shares; 2026Q2: 305 shares 305 $262K 0.09% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,898 shares; 2024Q4: 10,898 shares; 2025Q1: 10,898 shares; 2025Q2: 10,898 shares; 2025Q3: 10,898 shares; 2025Q4: 10,898 shares; 2026Q1: 10,898 shares; 2026Q2: 10,898 shares 10,898 $261K 0.09% 0 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: 3,405 shares; 2024Q4: 3,405 shares; 2025Q1: not reported; 2025Q2: 3,371 shares; 2025Q3: 3,373 shares; 2025Q4: 3,373 shares; 2026Q1: 3,373 shares; 2026Q2: 3,373 shares 3,373 $260K 0.09% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,273 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares; 2026Q1: 1,255 shares; 2026Q2: 1,243 shares 1,243 $255K 0.09% -12 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 486 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 335 shares 335 $253K 0.09% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,172 shares 2,172 $243K 0.09% new 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: 2,533 shares; 2024Q4: 7,599 shares; 2025Q1: 7,599 shares; 2025Q2: 7,599 shares; 2025Q3: 7,599 shares; 2025Q4: 7,599 shares; 2026Q1: 7,599 shares; 2026Q2: 7,599 shares 7,599 $241K 0.08% 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; 2024Q3: 2,348 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,348 shares; 2026Q2: 2,348 shares 2,348 $240K 0.08% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,014 shares; 2024Q4: 2,014 shares; 2025Q1: 1,737 shares; 2025Q2: 1,668 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares; 2026Q2: 1,244 shares 1,244 $237K 0.08% 0 Timeline SCHH 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: 29,659 shares; 2024Q4: 29,387 shares; 2025Q1: not reported; 2025Q2: 9,505 shares; 2025Q3: 9,554 shares; 2025Q4: 9,948 shares; 2026Q1: 10,243 shares; 2026Q2: 10,001 shares 10,001 $237K 0.08% -242 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: 1,606 shares; 2024Q4: 1,601 shares; 2025Q1: 1,601 shares; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares; 2026Q2: 1,601 shares 1,601 $235K 0.08% 0 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: 1,792 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,792 shares; 2026Q1: 1,792 shares; 2026Q2: 1,792 shares 1,792 $226K 0.08% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,401 shares; 2025Q2: 7,409 shares; 2025Q3: 7,418 shares; 2025Q4: not reported; 2026Q1: 10,445 shares; 2026Q2: 10,445 shares 10,445 $216K 0.08% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,596 shares 2,596 $214K 0.07% new 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: 758 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $210K 0.07% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 808 shares 808 $206K 0.07% new Timeline Cummins Inc Cummins Inc More: the full row for Cummins Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $23K 0.01% 0 Cummins Inc Cummins Inc More: the full row for Cummins Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2K <0.01% 0