DFAT 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: 566,906 shares; 2024Q4: 585,752 shares; 2025Q1: 630,408 shares; 2025Q2: 640,246 shares; 2025Q3: 852,628 shares; 2025Q4: 867,921 shares; 2026Q1: 912,352 shares; 2026Q2: 925,410 shares 925,410 $64.7M 10.39% +13,058 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633,122 shares; 2024Q4: 654,413 shares; 2025Q1: 677,388 shares; 2025Q2: 692,196 shares; 2025Q3: 924,248 shares; 2025Q4: 942,335 shares; 2026Q1: 1,024,876 shares; 2026Q2: 1,063,093 shares 1,063,093 $58.5M 9.4% +38,217 Timeline DFSD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,002 shares; 2025Q3: 97,062 shares; 2025Q4: 238,468 shares; 2026Q1: 445,859 shares; 2026Q2: 972,134 shares 972,134 $46.4M 7.46% +526,275 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: 399,029 shares; 2024Q4: 417,360 shares; 2025Q1: 467,494 shares; 2025Q2: 487,420 shares; 2025Q3: 652,587 shares; 2025Q4: 696,178 shares; 2026Q1: 768,451 shares; 2026Q2: 839,208 shares 839,208 $45.3M 7.28% +70,757 Timeline DFUS 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: 377,525 shares; 2024Q4: 378,996 shares; 2025Q1: 389,111 shares; 2025Q2: 391,774 shares; 2025Q3: 495,909 shares; 2025Q4: 507,134 shares; 2026Q1: 524,268 shares; 2026Q2: 539,447 shares 539,447 $44.2M 7.1% +15,179 Timeline DFAC 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: 35,979 shares; 2024Q4: 41,919 shares; 2025Q1: 189,928 shares; 2025Q2: 212,725 shares; 2025Q3: 525,419 shares; 2025Q4: 551,249 shares; 2026Q1: 657,444 shares; 2026Q2: 800,965 shares 800,965 $35.5M 5.71% +143,521 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,574 shares; 2024Q4: 214,421 shares; 2025Q1: 216,301 shares; 2025Q2: 218,378 shares; 2025Q3: 262,626 shares; 2025Q4: 267,844 shares; 2026Q1: 288,879 shares; 2026Q2: 304,730 shares 304,730 $25.1M 4.03% +15,851 Timeline DFSV 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: not reported; 2024Q4: not reported; 2025Q1: 10,750 shares; 2025Q2: 24,996 shares; 2025Q3: 148,318 shares; 2025Q4: 207,768 shares; 2026Q1: 316,525 shares; 2026Q2: 413,454 shares 413,454 $16M 2.58% +96,929 Timeline DISV 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: 23,056 shares; 2024Q4: 52,813 shares; 2025Q1: 67,095 shares; 2025Q2: 75,470 shares; 2025Q3: 194,607 shares; 2025Q4: 238,950 shares; 2026Q1: 322,872 shares; 2026Q2: 367,558 shares 367,558 $14.8M 2.37% +44,686 Timeline DFGX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 270,512 shares 270,512 $14.5M 2.33% new Timeline DFAE 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: 18,578 shares; 2024Q4: 44,300 shares; 2025Q1: 77,440 shares; 2025Q2: 84,471 shares; 2025Q3: 191,208 shares; 2025Q4: 225,077 shares; 2026Q1: 275,705 shares; 2026Q2: 349,950 shares 349,950 $14.1M 2.26% +74,245 Timeline DFCF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,988 shares; 2026Q1: 7,448 shares; 2026Q2: 302,287 shares 302,287 $12.8M 2.05% +294,839 Timeline DFAU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,407 shares; 2025Q3: 50,429 shares; 2025Q4: 79,196 shares; 2026Q1: 225,329 shares; 2026Q2: 212,132 shares 212,132 $11M 1.76% -13,197 Timeline DUHP 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: not reported; 2024Q4: not reported; 2025Q1: 15,081 shares; 2025Q2: 24,411 shares; 2025Q3: 53,717 shares; 2025Q4: 85,004 shares; 2026Q1: 150,903 shares; 2026Q2: 200,033 shares 200,033 $8.35M 1.34% +49,130 Timeline DFAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,884 shares; 2025Q4: 83,278 shares; 2026Q1: 164,478 shares; 2026Q2: 200,565 shares 200,565 $8.27M 1.33% +36,087 Timeline DFEM 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: not reported; 2024Q4: not reported; 2025Q1: 7,719 shares; 2025Q2: 16,809 shares; 2025Q3: 50,390 shares; 2025Q4: 80,903 shares; 2026Q1: 154,978 shares; 2026Q2: 198,267 shares 198,267 $8.06M 1.29% +43,289 Timeline DUSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,852 shares; 2025Q4: 150,855 shares; 2026Q1: 148,262 shares; 2026Q2: 151,487 shares 151,487 $7.69M 1.24% +3,225 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: not reported; 2024Q4: not reported; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 903 shares; 2026Q1: 787 shares; 2026Q2: 9,956 shares 9,956 $7.46M 1.2% +9,169 Timeline DFGR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,022 shares; 2025Q4: 112,924 shares; 2026Q1: 194,292 shares; 2026Q2: 237,237 shares 237,237 $6.87M 1.1% +42,945 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: 3,066 shares; 2026Q1: 3,112 shares; 2026Q2: 17,079 shares 17,079 $6.32M 1.02% +13,967 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,562 shares; 2025Q4: 14,143 shares; 2026Q1: 53,310 shares; 2026Q2: 79,262 shares 79,262 $6.18M 0.99% +25,952 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,294 shares 59,294 $5.73M 0.92% new Timeline DFIC 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: not reported; 2024Q4: not reported; 2025Q1: 36,845 shares; 2025Q2: 59,821 shares; 2025Q3: 109,162 shares; 2025Q4: 116,710 shares; 2026Q1: 134,158 shares; 2026Q2: 153,329 shares 153,329 $5.71M 0.92% +19,171 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,486 shares; 2025Q2: 5,486 shares; 2025Q3: 25,391 shares; 2025Q4: 24,649 shares; 2026Q1: 24,062 shares; 2026Q2: 53,100 shares 53,100 $5.47M 0.88% +29,038 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,898 shares; 2025Q2: 118,160 shares; 2025Q3: 194,453 shares; 2025Q4: 189,438 shares; 2026Q1: 186,004 shares; 2026Q2: 171,369 shares 171,369 $5M 0.8% -14,635 Timeline DFIS 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: 7,465 shares; 2024Q4: 19,151 shares; 2025Q1: 26,461 shares; 2025Q2: 29,432 shares; 2025Q3: 78,368 shares; 2025Q4: 86,252 shares; 2026Q1: 96,292 shares; 2026Q2: 130,671 shares 130,671 $4.58M 0.74% +34,379 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,349 shares; 2025Q2: 4,732 shares; 2025Q3: 20,206 shares; 2025Q4: 21,508 shares; 2026Q1: 22,062 shares; 2026Q2: 36,609 shares 36,609 $4.57M 0.73% +14,547 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: not reported; 2026Q1: not reported; 2026Q2: 134,489 shares 134,489 $3.96M 0.64% new 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: 1,577 shares; 2024Q4: 1,597 shares; 2025Q1: 1,706 shares; 2025Q2: 2,567 shares; 2025Q3: 3,069 shares; 2025Q4: 4,752 shares; 2026Q1: 4,372 shares; 2026Q2: 12,698 shares 12,698 $3.67M 0.59% +8,326 Timeline DFAX 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: not reported; 2024Q4: not reported; 2025Q1: 30,112 shares; 2025Q2: 35,556 shares; 2025Q3: 101,935 shares; 2025Q4: 99,680 shares; 2026Q1: 99,136 shares; 2026Q2: 96,971 shares 96,971 $3.57M 0.57% -2,165 Timeline DFAW 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: not reported; 2024Q4: 4,976 shares; 2025Q1: 12,991 shares; 2025Q2: 17,759 shares; 2025Q3: 21,289 shares; 2025Q4: 24,901 shares; 2026Q1: 35,941 shares; 2026Q2: 40,968 shares 40,968 $3.39M 0.54% +5,027 Timeline DGCB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,927 shares 61,927 $3.39M 0.54% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,111 shares 39,111 $3.28M 0.53% 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: 723 shares; 2025Q2: 1,349 shares; 2025Q3: 2,702 shares; 2025Q4: 3,529 shares; 2026Q1: 3,648 shares; 2026Q2: 4,757 shares 4,757 $3.27M 0.52% +1,109 Timeline DFLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,816 shares; 2025Q3: 26,701 shares; 2025Q4: 28,866 shares; 2026Q1: 28,930 shares; 2026Q2: 82,407 shares 82,407 $3.26M 0.52% +53,477 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: 591 shares; 2024Q4: 591 shares; 2025Q1: 617 shares; 2025Q2: 703 shares; 2025Q3: 752 shares; 2025Q4: 1,901 shares; 2026Q1: 1,924 shares; 2026Q2: 2,513 shares 2,513 $3.01M 0.48% +589 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: 3,511 shares; 2024Q4: 3,474 shares; 2025Q1: 3,506 shares; 2025Q2: 3,909 shares; 2025Q3: 5,076 shares; 2025Q4: 4,975 shares; 2026Q1: 5,221 shares; 2026Q2: 7,895 shares 7,895 $2.95M 0.47% +2,674 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: not reported; 2025Q2: not reported; 2025Q3: 17,481 shares; 2025Q4: 17,951 shares; 2026Q1: 17,271 shares; 2026Q2: 17,613 shares 17,613 $2.89M 0.46% +342 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103,038 shares 103,038 $2.85M 0.46% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 13,065 shares; 2025Q4: 17,714 shares; 2026Q1: 38,694 shares; 2026Q2: 56,062 shares 56,062 $2.82M 0.45% +17,368 Timeline REET 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: 100,410 shares 100,410 $2.77M 0.45% new Timeline DIHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,746 shares; 2026Q1: 61,679 shares; 2026Q2: 73,052 shares 73,052 $2.49M 0.4% +11,373 Timeline SUB 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: 4,595 shares; 2026Q1: 14,067 shares; 2026Q2: 22,753 shares 22,753 $2.42M 0.39% +8,686 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,693 shares 15,693 $2.33M 0.37% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,748 shares; 2025Q2: 33,530 shares; 2025Q3: 37,439 shares; 2025Q4: 47,223 shares; 2026Q1: 47,466 shares; 2026Q2: 42,333 shares 42,333 $2.14M 0.34% -5,133 Timeline VGIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,434 shares; 2025Q3: 25,989 shares; 2025Q4: 29,538 shares; 2026Q1: 30,829 shares; 2026Q2: 32,752 shares 32,752 $1.93M 0.31% +1,923 Timeline DFGP 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: not reported; 2024Q4: not reported; 2025Q1: 3,913 shares; 2025Q2: 8,458 shares; 2025Q3: 14,566 shares; 2025Q4: 21,743 shares; 2026Q1: 27,890 shares; 2026Q2: 33,909 shares 33,909 $1.85M 0.3% +6,019 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: not reported; 2025Q2: 3,088 shares; 2025Q3: 3,529 shares; 2025Q4: 6,573 shares; 2026Q1: 6,271 shares; 2026Q2: 9,012 shares 9,012 $1.8M 0.29% +2,741 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,406 shares 34,406 $1.66M 0.27% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,242 shares; 2025Q2: 5,527 shares; 2025Q3: 8,913 shares; 2025Q4: 9,912 shares; 2026Q1: 11,248 shares; 2026Q2: 18,016 shares 18,016 $1.64M 0.26% +6,768 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: not reported; 2024Q4: not reported; 2025Q1: 1,125 shares; 2025Q2: 2,087 shares; 2025Q3: 4,078 shares; 2025Q4: 4,235 shares; 2026Q1: 4,018 shares; 2026Q2: 6,682 shares 6,682 $1.59M 0.26% +2,664 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,149 shares 27,149 $1.58M 0.25% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,239 shares 6,239 $1.52M 0.24% new 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: 2,982 shares; 2024Q4: 2,982 shares; 2025Q1: 3,446 shares; 2025Q2: 3,441 shares; 2025Q3: 3,574 shares; 2025Q4: 3,868 shares; 2026Q1: 3,893 shares; 2026Q2: 3,988 shares 3,988 $1.49M 0.24% +95 Timeline SCZ 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: 17,602 shares 17,602 $1.45M 0.23% new 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: 232 shares; 2024Q4: 232 shares; 2025Q1: 254 shares; 2025Q2: 315 shares; 2025Q3: 340 shares; 2025Q4: 366 shares; 2026Q1: 354 shares; 2026Q2: 1,534 shares 1,534 $1.44M 0.23% +1,180 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,148 shares; 2025Q2: 4,396 shares; 2025Q3: 8,825 shares; 2025Q4: 9,731 shares; 2026Q1: 11,556 shares; 2026Q2: 11,556 shares 11,556 $1.35M 0.22% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,853 shares; 2025Q3: 1,897 shares; 2025Q4: 3,144 shares; 2026Q1: 3,555 shares; 2026Q2: 4,085 shares 4,085 $1.34M 0.21% +530 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,246 shares; 2025Q4: 7,217 shares; 2026Q1: 7,549 shares; 2026Q2: 17,988 shares 17,988 $1.28M 0.21% +10,439 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,706 shares 34,706 $1.28M 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,614 shares; 2025Q4: 4,614 shares; 2026Q1: 4,614 shares; 2026Q2: 16,393 shares 16,393 $1.25M 0.2% +11,779 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 1,499 shares; 2025Q4: 1,560 shares; 2026Q1: 1,562 shares; 2026Q2: 2,494 shares 2,494 $1.25M 0.2% +932 Timeline IJS 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: 8,614 shares 8,614 $1.18M 0.19% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 745 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 892 shares; 2025Q4: 962 shares; 2026Q1: 969 shares; 2026Q2: 993 shares 993 $1.17M 0.19% +24 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: not reported; 2026Q1: not reported; 2026Q2: 31,194 shares 31,194 $1.13M 0.18% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,810 shares 11,810 $978K 0.16% new 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: 1,684 shares 1,684 $978K 0.16% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 7,534 shares; 2025Q4: 8,650 shares; 2026Q1: 8,105 shares; 2026Q2: 9,891 shares 9,891 $954K 0.15% +1,786 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: not reported; 2026Q2: 1,279 shares 1,279 $925K 0.15% new 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: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 759 shares; 2025Q3: 780 shares; 2025Q4: 875 shares; 2026Q1: 858 shares; 2026Q2: 1,232 shares 1,232 $920K 0.15% +374 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: 1,046 shares; 2025Q4: 950 shares; 2026Q1: 751 shares; 2026Q2: 2,534 shares 2,534 $906K 0.15% +1,783 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,148 shares; 2026Q1: 1,114 shares; 2026Q2: 4,093 shares 4,093 $892K 0.14% +2,979 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,697 shares 11,697 $885K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,642 shares; 2025Q4: 9,153 shares; 2026Q1: 9,118 shares; 2026Q2: 14,650 shares 14,650 $874K 0.14% +5,532 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 669 shares; 2026Q1: not reported; 2026Q2: 2,238 shares 2,238 $791K 0.13% new Timeline SCHO 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: not reported; 2026Q1: not reported; 2026Q2: 32,203 shares 32,203 $777K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,117 shares; 2025Q3: 2,227 shares; 2025Q4: 2,100 shares; 2026Q1: 2,297 shares; 2026Q2: 4,520 shares 4,520 $749K 0.12% +2,223 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $741K 0.12% 0 Timeline IDEV 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: 3,298 shares; 2025Q2: 3,298 shares; 2025Q3: 8,487 shares; 2025Q4: 8,453 shares; 2026Q1: 8,249 shares; 2026Q2: 8,216 shares 8,216 $731K 0.12% -33 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,423 shares; 2025Q2: 1,427 shares; 2025Q3: 1,429 shares; 2025Q4: 1,449 shares; 2026Q1: 1,449 shares; 2026Q2: 1,456 shares 1,456 $721K 0.12% +7 Timeline DFAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,722 shares; 2025Q4: 26,598 shares; 2026Q1: 27,544 shares; 2026Q2: 27,466 shares 27,466 $719K 0.12% -78 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,678 shares; 2024Q4: 13,678 shares; 2025Q1: 13,678 shares; 2025Q2: 13,678 shares; 2025Q3: 13,678 shares; 2025Q4: 13,678 shares; 2026Q1: 13,678 shares; 2026Q2: 13,678 shares 13,678 $717K 0.12% 0 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: 3,373 shares; 2025Q3: 3,527 shares; 2025Q4: 5,741 shares; 2026Q1: 5,426 shares; 2026Q2: 6,256 shares 6,256 $709K 0.11% +830 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: 592 shares 592 $683K 0.11% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: 834 shares; 2026Q1: 827 shares; 2026Q2: 915 shares 915 $674K 0.11% +88 Timeline USRT 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: 3,829 shares; 2025Q4: 7,452 shares; 2026Q1: 8,220 shares; 2026Q2: 9,983 shares 9,983 $663K 0.11% +1,763 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,528 shares; 2024Q4: 10,528 shares; 2025Q1: 10,528 shares; 2025Q2: 10,528 shares; 2025Q3: 10,061 shares; 2025Q4: 10,055 shares; 2026Q1: 10,052 shares; 2026Q2: 10,060 shares 10,060 $645K 0.1% +8 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: not reported; 2024Q4: not reported; 2025Q1: 1,543 shares; 2025Q2: 1,630 shares; 2025Q3: 1,673 shares; 2025Q4: 1,941 shares; 2026Q1: 2,382 shares; 2026Q2: 2,521 shares 2,521 $640K 0.1% +139 Timeline SGVT 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: not reported; 2026Q1: not reported; 2026Q2: 6,260 shares 6,260 $631K 0.1% new 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: 1,914 shares; 2024Q4: 1,914 shares; 2025Q1: 2,236 shares; 2025Q2: 2,882 shares; 2025Q3: 2,997 shares; 2025Q4: 3,301 shares; 2026Q1: 3,481 shares; 2026Q2: 4,365 shares 4,365 $597K 0.1% +884 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,060 shares; 2025Q3: 6,077 shares; 2025Q4: 6,083 shares; 2026Q1: 6,086 shares; 2026Q2: 6,111 shares 6,111 $587K 0.09% +25 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,720 shares 6,720 $584K 0.09% new 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: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,292 shares; 2025Q3: 1,388 shares; 2025Q4: 1,384 shares; 2026Q1: 1,298 shares; 2026Q2: 1,686 shares 1,686 $578K 0.09% +388 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,865 shares 4,865 $571K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,843 shares; 2025Q2: 3,205 shares; 2025Q3: 3,106 shares; 2025Q4: 2,842 shares; 2026Q1: 2,600 shares; 2026Q2: 2,541 shares 2,541 $557K 0.09% -59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,787 shares 1,787 $542K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,577 shares 1,577 $533K 0.09% new Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,001 shares; 2025Q1: 7,001 shares; 2025Q2: 7,001 shares; 2025Q3: 7,001 shares; 2025Q4: 7,008 shares; 2026Q1: 8,681 shares; 2026Q2: 9,531 shares 9,531 $524K 0.08% +850 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: 3,577 shares; 2025Q4: 5,133 shares; 2026Q1: 5,131 shares; 2026Q2: 5,429 shares 5,429 $524K 0.08% +298 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 2,306 shares 2,306 $523K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,065 shares; 2025Q3: 1,113 shares; 2025Q4: 1,110 shares; 2026Q1: 1,046 shares; 2026Q2: 1,351 shares 1,351 $510K 0.08% +305 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 915 shares; 2025Q4: 1,056 shares; 2026Q1: 1,052 shares; 2026Q2: 897 shares 897 $505K 0.08% -155 Timeline SPYX 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: 8,140 shares 8,140 $497K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,165 shares 2,165 $492K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,195 shares; 2025Q3: 1,170 shares; 2025Q4: 1,194 shares; 2026Q1: 1,588 shares; 2026Q2: 1,643 shares 1,643 $462K 0.07% +55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 607 shares 607 $459K 0.07% +3 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: 3,357 shares; 2024Q4: 3,357 shares; 2025Q1: 3,357 shares; 2025Q2: 3,665 shares; 2025Q3: 3,677 shares; 2025Q4: 3,682 shares; 2026Q1: 3,683 shares; 2026Q2: 5,100 shares 5,100 $448K 0.07% +1,417 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,541 shares; 2026Q2: 3,012 shares 3,012 $441K 0.07% +1,471 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,166 shares 12,166 $441K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,849 shares; 2025Q3: 1,899 shares; 2025Q4: 2,168 shares; 2026Q1: 2,158 shares; 2026Q2: 2,323 shares 2,323 $441K 0.07% +165 Timeline EFAX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,963 shares 7,963 $431K 0.07% new Timeline VNQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,983 shares; 2025Q4: 10,983 shares; 2026Q1: 9,424 shares; 2026Q2: 9,548 shares 9,548 $428K 0.07% +124 Timeline DCOR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,207 shares; 2026Q2: 5,190 shares 5,190 $425K 0.07% +983 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,090 shares; 2025Q3: 2,104 shares; 2025Q4: 2,123 shares; 2026Q1: 2,119 shares; 2026Q2: 2,331 shares 2,331 $411K 0.07% +212 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: not reported; 2025Q3: 495 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,132 shares 1,132 $399K 0.06% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 2,372 shares; 2026Q2: 4,368 shares 4,368 $390K 0.06% +1,996 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 2,849 shares; 2025Q4: 3,026 shares; 2026Q1: 3,026 shares; 2026Q2: 3,026 shares 3,026 $388K 0.06% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 2,016 shares; 2025Q4: 2,016 shares; 2026Q1: 2,016 shares; 2026Q2: 1,988 shares 1,988 $385K 0.06% -28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 992 shares; 2025Q3: 891 shares; 2025Q4: 893 shares; 2026Q1: 894 shares; 2026Q2: 895 shares 895 $366K 0.06% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,079 shares; 2026Q2: 1,441 shares 1,441 $362K 0.06% +362 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 3,629 shares 3,629 $360K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 332 shares; 2025Q4: 309 shares; 2026Q1: 261 shares; 2026Q2: 348 shares 348 $352K 0.06% +87 Timeline DFCA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,934 shares; 2025Q4: 5,436 shares; 2026Q1: 4,792 shares; 2026Q2: 7,007 shares 7,007 $352K 0.06% +2,215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,651 shares 2,651 $341K 0.05% new 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: not reported; 2026Q1: not reported; 2026Q2: 315 shares 315 $335K 0.05% new Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,898 shares; 2025Q2: 98,898 shares; 2025Q3: 98,898 shares; 2025Q4: 98,898 shares; 2026Q1: 98,898 shares; 2026Q2: 98,898 shares 98,898 $330K 0.05% 0 Timeline SCHV 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: not reported; 2026Q1: not reported; 2026Q2: 9,336 shares 9,336 $325K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,880 shares 3,880 $321K 0.05% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 734 shares 734 $318K 0.05% new 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: 4,452 shares; 2026Q1: 4,690 shares; 2026Q2: 3,705 shares 3,705 $317K 0.05% -985 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,957 shares; 2025Q3: 1,981 shares; 2025Q4: 1,989 shares; 2026Q1: 1,991 shares; 2026Q2: 2,063 shares 2,063 $313K 0.05% +72 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,478 shares 1,478 $309K 0.05% new Timeline SPHY 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: 17,694 shares; 2025Q2: 24,637 shares; 2025Q3: 10,811 shares; 2025Q4: 14,166 shares; 2026Q1: 13,793 shares; 2026Q2: 13,127 shares 13,127 $308K 0.05% -666 Timeline ISTB 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: 6,285 shares 6,285 $303K 0.05% new Timeline TFLO 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: 14,636 shares; 2025Q2: 17,717 shares; 2025Q3: 19,694 shares; 2025Q4: 20,511 shares; 2026Q1: 25,492 shares; 2026Q2: 5,913 shares 5,913 $299K 0.05% -19,579 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,821 shares; 2025Q4: 2,008 shares; 2026Q1: 1,901 shares; 2026Q2: 1,902 shares 1,902 $298K 0.05% +1 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,346 shares; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,430 shares; 2025Q3: 2,434 shares; 2025Q4: 2,439 shares; 2026Q1: 2,421 shares; 2026Q2: 2,448 shares 2,448 $287K 0.05% +27 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,087 shares; 2026Q2: 2,037 shares 2,037 $285K 0.05% -50 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF 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: 6,679 shares; 2026Q2: 9,222 shares 9,222 $280K 0.04% +2,543 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,810 shares 1,810 $279K 0.04% new Timeline XTL 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: 1,469 shares; 2025Q4: 1,469 shares; 2026Q1: 1,220 shares; 2026Q2: 1,220 shares 1,220 $278K 0.04% 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: 287 shares 287 $277K 0.04% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,149 shares; 2025Q3: 4,082 shares; 2025Q4: 4,351 shares; 2026Q1: not reported; 2026Q2: 4,831 shares 4,831 $275K 0.04% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198 shares; 2026Q2: 201 shares 201 $273K 0.04% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,859 shares; 2026Q2: 3,362 shares 3,362 $273K 0.04% +503 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares; 2026Q1: 1,143 shares; 2026Q2: 1,143 shares 1,143 $270K 0.04% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 3,416 shares 3,416 $264K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,116 shares 2,116 $263K 0.04% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,130 shares 2,130 $245K 0.04% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,935 shares 1,935 $244K 0.04% new 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: 710 shares; 2024Q4: 715 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 716 shares; 2025Q4: 853 shares; 2026Q1: 853 shares; 2026Q2: 891 shares 891 $241K 0.04% +38 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 794 shares 794 $237K 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,303 shares 1,303 $236K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 1,558 shares; 2025Q4: 1,748 shares; 2026Q1: not reported; 2026Q2: 2,581 shares 2,581 $234K 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 1,018 shares; 2025Q3: 1,028 shares; 2025Q4: 1,026 shares; 2026Q1: 1,019 shares; 2026Q2: 1,042 shares 1,042 $233K 0.04% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,294 shares; 2025Q3: 1,333 shares; 2025Q4: 1,683 shares; 2026Q1: 1,644 shares; 2026Q2: 1,574 shares 1,574 $231K 0.04% -70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,409 shares; 2026Q1: 1,647 shares; 2026Q2: 1,700 shares 1,700 $230K 0.04% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,593 shares 1,593 $219K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,080 shares 2,080 $216K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,951 shares 2,951 $212K 0.03% new Timeline IJK 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: 1,750 shares 1,750 $206K 0.03% new Timeline IWC 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: 1,028 shares 1,028 $206K 0.03% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 471 shares 471 $201K 0.03% new Timeline JELD JELD-WEN HLDG INC More: the full row for JELD-WEN HLDG 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: 13,760 shares; 2026Q1: 14,760 shares; 2026Q2: 30,760 shares 30,760 $46.1K 0.01% +16,000 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS 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: 11,000 shares; 2026Q2: 11,000 shares 11,000 $45.8K 0.01% 0 Timeline GSM FERROGLOBE PLC More: the full row for FERROGLOBE 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: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $36.6K 0.01% 0 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS 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: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,038 shares 21,038 $24K <0.01% +38 Timeline TNYA TENAYA THERAPEUTICS INC More: the full row for TENAYA THERAPEUTICS 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: 15,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,800 shares; 2026Q2: 18,500 shares 18,500 $13.7K <0.01% +700 Timeline