BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798,122 shares; 2024Q4: 853,864 shares; 2025Q1: 865,458 shares; 2025Q2: 900,028 shares; 2025Q3: 965,626 shares; 2025Q4: 984,315 shares; 2026Q1: 1,046,572 shares; 2026Q2: 1,063,064 shares 1,063,064 $78M 11.83% +16,492 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: 145,090 shares; 2024Q4: 143,602 shares; 2025Q1: 144,647 shares; 2025Q2: 142,109 shares; 2025Q3: 138,916 shares; 2025Q4: 134,018 shares; 2026Q1: 136,346 shares; 2026Q2: 824,863 shares 824,863 $71.1M 10.77% +688,517 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: 289,875 shares; 2024Q4: 294,554 shares; 2025Q1: 304,252 shares; 2025Q2: 300,550 shares; 2025Q3: 301,476 shares; 2025Q4: 304,877 shares; 2026Q1: 307,188 shares; 2026Q2: 299,573 shares 299,573 $65.3M 9.9% -7,615 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: 904,049 shares; 2024Q4: 940,126 shares; 2025Q1: 972,076 shares; 2025Q2: 1,020,401 shares; 2025Q3: 1,076,345 shares; 2025Q4: 1,163,482 shares; 2026Q1: 1,236,589 shares; 2026Q2: 1,288,435 shares 1,288,435 $62.4M 9.46% +51,846 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: 750,270 shares; 2024Q4: 764,163 shares; 2025Q1: 818,537 shares; 2025Q2: 778,594 shares; 2025Q3: 775,066 shares; 2025Q4: 777,465 shares; 2026Q1: 789,474 shares; 2026Q2: 771,756 shares 771,756 $55M 8.34% -17,718 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: 414,288 shares; 2024Q4: 420,233 shares; 2025Q1: 432,149 shares; 2025Q2: 448,864 shares; 2025Q3: 457,164 shares; 2025Q4: 465,429 shares; 2026Q1: 477,374 shares; 2026Q2: 488,983 shares 488,983 $38.1M 5.78% +11,609 Timeline VBK 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: 63,675 shares; 2024Q4: 63,212 shares; 2025Q1: 65,179 shares; 2025Q2: 66,568 shares; 2025Q3: 66,338 shares; 2025Q4: 66,046 shares; 2026Q1: 66,835 shares; 2026Q2: 66,268 shares 66,268 $24.2M 3.67% -567 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: 92,698 shares; 2024Q4: 93,677 shares; 2025Q1: 98,388 shares; 2025Q2: 100,573 shares; 2025Q3: 100,216 shares; 2025Q4: 101,609 shares; 2026Q1: 101,889 shares; 2026Q2: 99,603 shares 99,603 $24.2M 3.67% -2,286 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: 292,176 shares; 2024Q4: 298,956 shares; 2025Q1: 312,440 shares; 2025Q2: 305,905 shares; 2025Q3: 304,473 shares; 2025Q4: 307,263 shares; 2026Q1: 305,861 shares; 2026Q2: 302,899 shares 302,899 $18.1M 2.74% -2,962 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: 100,223 shares; 2024Q4: 102,045 shares; 2025Q1: 106,343 shares; 2025Q2: 107,052 shares; 2025Q3: 105,931 shares; 2025Q4: 106,656 shares; 2026Q1: 105,728 shares; 2026Q2: 105,235 shares 105,235 $16.2M 2.46% -493 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: 153,764 shares; 2024Q4: 147,789 shares; 2025Q1: 151,063 shares; 2025Q2: 153,331 shares; 2025Q3: 155,388 shares; 2025Q4: 155,736 shares; 2026Q1: 157,522 shares; 2026Q2: 161,235 shares 161,235 $15.6M 2.36% +3,713 Timeline SPDW 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: 220,558 shares; 2024Q4: 215,265 shares; 2025Q1: 213,941 shares; 2025Q2: 286,814 shares; 2025Q3: 286,527 shares; 2025Q4: 290,406 shares; 2026Q1: 289,975 shares; 2026Q2: 291,107 shares 291,107 $14.7M 2.22% +1,132 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,818 shares; 2024Q4: 208,982 shares; 2025Q1: 217,100 shares; 2025Q2: 238,192 shares; 2025Q3: 225,063 shares; 2025Q4: 230,186 shares; 2026Q1: 236,605 shares; 2026Q2: 262,359 shares 262,359 $13.3M 2.01% +25,754 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: 35,636 shares; 2024Q4: 35,977 shares; 2025Q1: 36,135 shares; 2025Q2: 36,169 shares; 2025Q3: 35,665 shares; 2025Q4: 35,535 shares; 2026Q1: 35,101 shares; 2026Q2: 35,649 shares 35,649 $13.2M 2% +548 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: 86,422 shares; 2024Q4: 84,962 shares; 2025Q1: 84,273 shares; 2025Q2: 91,451 shares; 2025Q3: 97,955 shares; 2025Q4: 100,240 shares; 2026Q1: 102,201 shares; 2026Q2: 110,184 shares 110,184 $11.7M 1.78% +7,983 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,495 shares; 2024Q4: 68,050 shares; 2025Q1: 80,307 shares; 2025Q2: 80,364 shares; 2025Q3: 88,946 shares; 2025Q4: 93,834 shares; 2026Q1: 97,374 shares; 2026Q2: 100,930 shares 100,930 $8.34M 1.26% +3,556 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: 10,743 shares; 2024Q4: 10,617 shares; 2025Q1: 10,630 shares; 2025Q2: 10,616 shares; 2025Q3: 10,610 shares; 2025Q4: 10,575 shares; 2026Q1: 10,919 shares; 2026Q2: 10,928 shares 10,928 $7.51M 1.14% +9 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,842 shares; 2024Q4: 35,518 shares; 2025Q1: 45,202 shares; 2025Q2: 44,517 shares; 2025Q3: 50,484 shares; 2025Q4: 55,813 shares; 2026Q1: 64,347 shares; 2026Q2: 63,857 shares 63,857 $6.87M 1.04% -490 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,609 shares; 2024Q4: 32,559 shares; 2025Q1: 31,755 shares; 2025Q2: 43,245 shares; 2025Q3: 42,781 shares; 2025Q4: 42,929 shares; 2026Q1: 42,827 shares; 2026Q2: 41,432 shares 41,432 $4.93M 0.75% -1,395 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,226 shares; 2024Q4: 14,260 shares; 2025Q1: 14,308 shares; 2025Q2: 14,308 shares; 2025Q3: 14,113 shares; 2025Q4: 14,162 shares; 2026Q1: 14,080 shares; 2026Q2: 56,442 shares 56,442 $4.55M 0.69% +42,362 Timeline SPYV 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: 60,462 shares; 2024Q4: 47,116 shares; 2025Q1: 47,243 shares; 2025Q2: 77,848 shares; 2025Q3: 78,150 shares; 2025Q4: 69,965 shares; 2026Q1: 70,158 shares; 2026Q2: 70,630 shares 70,630 $4.29M 0.65% +472 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: 47,524 shares; 2024Q4: 48,264 shares; 2025Q1: 48,274 shares; 2025Q2: 50,997 shares; 2025Q3: 50,954 shares; 2025Q4: 50,388 shares; 2026Q1: 49,851 shares; 2026Q2: 51,454 shares 51,454 $4.23M 0.64% +1,603 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,881 shares; 2024Q4: 16,832 shares; 2025Q1: 16,146 shares; 2025Q2: 16,167 shares; 2025Q3: 16,029 shares; 2025Q4: 15,915 shares; 2026Q1: 15,971 shares; 2026Q2: 15,612 shares 15,612 $3.84M 0.58% -359 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,896 shares; 2024Q4: 64,126 shares; 2025Q1: 64,126 shares; 2025Q2: 69,372 shares; 2025Q3: 68,714 shares; 2025Q4: 68,367 shares; 2026Q1: 71,261 shares; 2026Q2: 71,590 shares 71,590 $3.71M 0.56% +329 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: 24,885 shares; 2024Q4: 25,544 shares; 2025Q1: 26,073 shares; 2025Q2: 31,136 shares; 2025Q3: 31,249 shares; 2025Q4: 31,389 shares; 2026Q1: 31,721 shares; 2026Q2: 31,729 shares 31,729 $3.46M 0.52% +8 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,096 shares; 2024Q4: 20,903 shares; 2025Q1: 20,619 shares; 2025Q2: 20,019 shares; 2025Q3: 19,917 shares; 2025Q4: 19,646 shares; 2026Q1: 19,332 shares; 2026Q2: 19,325 shares 19,325 $3.42M 0.52% -7 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,014 shares; 2024Q4: 53,580 shares; 2025Q1: 59,358 shares; 2025Q2: 57,565 shares; 2025Q3: 58,343 shares; 2025Q4: 59,439 shares; 2026Q1: 62,001 shares; 2026Q2: 65,618 shares 65,618 $3.32M 0.5% +3,617 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,826 shares; 2024Q4: 8,850 shares; 2025Q1: 8,863 shares; 2025Q2: 8,863 shares; 2025Q3: 8,876 shares; 2025Q4: 8,673 shares; 2026Q1: 8,706 shares; 2026Q2: 8,718 shares 8,718 $3M 0.45% +12 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,028 shares; 2024Q4: 8,402 shares; 2025Q1: 8,402 shares; 2025Q2: 8,833 shares; 2025Q3: 9,383 shares; 2025Q4: 9,376 shares; 2026Q1: 9,376 shares; 2026Q2: 9,376 shares 9,376 $2.95M 0.45% 0 Timeline SPAB 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: 79,620 shares; 2024Q4: 93,263 shares; 2025Q1: 81,883 shares; 2025Q2: 99,985 shares; 2025Q3: 101,619 shares; 2025Q4: 102,333 shares; 2026Q1: 105,235 shares; 2026Q2: 106,260 shares 106,260 $2.71M 0.41% +1,025 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: 616 shares; 2024Q4: 922 shares; 2025Q1: 917 shares; 2025Q2: 919 shares; 2025Q3: 920 shares; 2025Q4: 922 shares; 2026Q1: 923 shares; 2026Q2: 3,026 shares 3,026 $2.26M 0.34% +2,103 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: 11,984 shares; 2024Q4: 10,890 shares; 2025Q1: 10,805 shares; 2025Q2: 18,483 shares; 2025Q3: 18,508 shares; 2025Q4: 18,671 shares; 2026Q1: 18,690 shares; 2026Q2: 18,158 shares 18,158 $2.16M 0.33% -532 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: 25,996 shares; 2024Q4: 29,330 shares; 2025Q1: 28,778 shares; 2025Q2: 28,996 shares; 2025Q3: 28,778 shares; 2025Q4: 27,125 shares; 2026Q1: 26,774 shares; 2026Q2: 25,217 shares 25,217 $2.11M 0.32% -1,557 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: 6,950 shares; 2024Q4: 6,966 shares; 2025Q1: 6,977 shares; 2025Q2: 6,941 shares; 2025Q3: 6,812 shares; 2025Q4: 6,702 shares; 2026Q1: 6,715 shares; 2026Q2: 6,723 shares 6,723 $2.04M 0.31% +8 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: 12,670 shares; 2024Q4: 12,551 shares; 2025Q1: 12,623 shares; 2025Q2: 12,623 shares; 2025Q3: 13,194 shares; 2025Q4: 12,623 shares; 2026Q1: 12,623 shares; 2026Q2: 12,623 shares 12,623 $1.73M 0.26% 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: 6,782 shares; 2024Q4: 6,527 shares; 2025Q1: 6,527 shares; 2025Q2: 6,528 shares; 2025Q3: 6,528 shares; 2025Q4: 6,541 shares; 2026Q1: 6,146 shares; 2026Q2: 5,921 shares 5,921 $1.71M 0.26% -225 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: 3,840 shares; 2024Q4: 3,840 shares; 2025Q1: 3,840 shares; 2025Q2: 3,840 shares; 2025Q3: 3,841 shares; 2025Q4: 3,312 shares; 2026Q1: 3,312 shares; 2026Q2: 13,252 shares 13,252 $1.65M 0.25% +9,940 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: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $1.54M 0.23% 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: 7,504 shares; 2024Q4: 7,504 shares; 2025Q1: 7,504 shares; 2025Q2: 7,143 shares; 2025Q3: 6,970 shares; 2025Q4: 6,970 shares; 2026Q1: 6,632 shares; 2026Q2: 6,412 shares 6,412 $1.47M 0.22% -220 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: 18,231 shares; 2024Q4: 18,634 shares; 2025Q1: 18,834 shares; 2025Q2: 19,160 shares; 2025Q3: 18,536 shares; 2025Q4: 18,517 shares; 2026Q1: 18,531 shares; 2026Q2: 17,158 shares 17,158 $1.47M 0.22% -1,373 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,209 shares; 2024Q4: 20,477 shares; 2025Q1: 20,014 shares; 2025Q2: 19,449 shares; 2025Q3: 19,195 shares; 2025Q4: 19,180 shares; 2026Q1: 18,917 shares; 2026Q2: 18,948 shares 18,948 $1.43M 0.22% +31 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: 6,132 shares; 2024Q4: 6,132 shares; 2025Q1: 6,132 shares; 2025Q2: 6,132 shares; 2025Q3: 5,897 shares; 2025Q4: 5,911 shares; 2026Q1: 5,707 shares; 2026Q2: 5,675 shares 5,675 $1.35M 0.21% -32 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: 32,155 shares; 2024Q4: 31,328 shares; 2025Q1: 30,432 shares; 2025Q2: 29,568 shares; 2025Q3: 29,138 shares; 2025Q4: 29,976 shares; 2026Q1: 29,732 shares; 2026Q2: 29,335 shares 29,335 $1.32M 0.2% -397 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: 750 shares; 2025Q1: not reported; 2025Q2: 3,061 shares; 2025Q3: 3,061 shares; 2025Q4: 3,061 shares; 2026Q1: 3,066 shares; 2026Q2: 3,066 shares 3,066 $1.29M 0.2% 0 Timeline 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: 18,926 shares; 2024Q4: 18,961 shares; 2025Q1: 18,993 shares; 2025Q2: 19,016 shares; 2025Q3: 19,065 shares; 2025Q4: 19,107 shares; 2026Q1: 19,138 shares; 2026Q2: 18,138 shares 18,138 $1.27M 0.19% -1,000 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: 2,124 shares; 2024Q4: 2,124 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 7,633 shares; 2025Q4: 7,633 shares; 2026Q1: 7,633 shares; 2026Q2: 7,634 shares 7,634 $1.27M 0.19% +1 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,544 shares; 2024Q4: 18,773 shares; 2025Q1: 17,814 shares; 2025Q2: 17,947 shares; 2025Q3: 18,034 shares; 2025Q4: 18,101 shares; 2026Q1: 18,120 shares; 2026Q2: 16,186 shares 16,186 $1.24M 0.19% -1,934 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,656 shares; 2024Q4: 6,566 shares; 2025Q1: 7,486 shares; 2025Q2: 4,954 shares; 2025Q3: 4,954 shares; 2025Q4: 5,033 shares; 2026Q1: 5,033 shares; 2026Q2: 5,033 shares 5,033 $1.19M 0.18% 0 Timeline SPTS 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: 48,136 shares; 2024Q4: 50,946 shares; 2025Q1: 49,929 shares; 2025Q2: 47,863 shares; 2025Q3: 48,132 shares; 2025Q4: 50,653 shares; 2026Q1: 49,979 shares; 2026Q2: 40,176 shares 40,176 $1.17M 0.18% -9,803 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: 1,002 shares; 2024Q4: 838 shares; 2025Q1: 936 shares; 2025Q2: 924 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 993 shares; 2026Q2: 985 shares 985 $1.16M 0.18% -8 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: 1,214 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares; 2025Q4: 1,417 shares; 2026Q1: 1,417 shares; 2026Q2: 1,417 shares 1,417 $1.06M 0.16% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,584 shares; 2024Q4: 11,584 shares; 2025Q1: 11,584 shares; 2025Q2: 11,584 shares; 2025Q3: 11,584 shares; 2025Q4: 11,584 shares; 2026Q1: 11,584 shares; 2026Q2: 11,584 shares 11,584 $1.05M 0.16% 0 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: 11,139 shares; 2024Q4: 11,166 shares; 2025Q1: 11,026 shares; 2025Q2: 11,060 shares; 2025Q3: 11,610 shares; 2025Q4: 11,659 shares; 2026Q1: 11,183 shares; 2026Q2: 9,845 shares 9,845 $1.02M 0.16% -1,338 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: 4,036 shares; 2024Q4: 3,382 shares; 2025Q1: 3,778 shares; 2025Q2: 2,556 shares; 2025Q3: 2,584 shares; 2025Q4: 2,586 shares; 2026Q1: 2,746 shares; 2026Q2: 2,716 shares 2,716 $1.02M 0.15% -30 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,149 shares; 2024Q4: 4,149 shares; 2025Q1: 4,150 shares; 2025Q2: 4,151 shares; 2025Q3: 4,153 shares; 2025Q4: 4,160 shares; 2026Q1: 4,165 shares; 2026Q2: 4,170 shares 4,170 $1.01M 0.15% +5 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: 2,327 shares; 2024Q4: 2,219 shares; 2025Q1: 2,569 shares; 2025Q2: 2,569 shares; 2025Q3: 2,569 shares; 2025Q4: 2,593 shares; 2026Q1: 2,623 shares; 2026Q2: 2,623 shares 2,623 $978K 0.15% 0 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: 2,578 shares; 2024Q4: 2,579 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,581 shares; 2025Q4: 2,631 shares; 2026Q1: 2,736 shares; 2026Q2: 2,736 shares 2,736 $967K 0.15% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 2,142 shares; 2026Q1: 2,142 shares; 2026Q2: 2,142 shares 2,142 $937K 0.14% 0 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: 26,898 shares; 2024Q4: 26,869 shares; 2025Q1: 26,920 shares; 2025Q2: 27,171 shares; 2025Q3: 24,729 shares; 2025Q4: 24,881 shares; 2026Q1: 24,914 shares; 2026Q2: 25,113 shares 25,113 $925K 0.14% +199 Timeline DFNM 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: 15,960 shares; 2026Q2: 19,112 shares 19,112 $924K 0.14% +3,152 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: 20,610 shares; 2024Q4: 20,642 shares; 2025Q1: 20,685 shares; 2025Q2: 21,001 shares; 2025Q3: 20,844 shares; 2025Q4: 20,871 shares; 2026Q1: 20,900 shares; 2026Q2: 20,741 shares 20,741 $920K 0.14% -159 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,631 shares; 2025Q4: 3,631 shares; 2026Q1: 3,631 shares; 2026Q2: 3,601 shares 3,601 $920K 0.14% -30 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: 6,946 shares; 2024Q4: 8,777 shares; 2025Q1: 8,777 shares; 2025Q2: 8,893 shares; 2025Q3: 8,893 shares; 2025Q4: 9,056 shares; 2026Q1: 9,056 shares; 2026Q2: 9,267 shares 9,267 $895K 0.14% +211 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,680 shares; 2024Q4: 13,680 shares; 2025Q1: 14,808 shares; 2025Q2: 14,808 shares; 2025Q3: 14,808 shares; 2025Q4: 14,808 shares; 2026Q1: 17,071 shares; 2026Q2: 17,096 shares 17,096 $852K 0.13% +25 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: 3,553 shares; 2025Q4: 7,073 shares; 2026Q1: 10,515 shares; 2026Q2: 11,250 shares 11,250 $851K 0.13% +735 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: 2,683 shares; 2024Q4: 2,432 shares; 2025Q1: 2,433 shares; 2025Q2: 2,449 shares; 2025Q3: 2,299 shares; 2025Q4: 2,312 shares; 2026Q1: 2,349 shares; 2026Q2: 2,349 shares 2,349 $840K 0.13% 0 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: 1,667 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,669 shares; 2025Q3: 1,669 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares; 2026Q2: 1,674 shares 1,674 $838K 0.13% 0 Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,580 shares; 2024Q4: 14,580 shares; 2025Q1: 14,580 shares; 2025Q2: 16,011 shares; 2025Q3: 21,431 shares; 2025Q4: 21,431 shares; 2026Q1: 21,431 shares; 2026Q2: 21,431 shares 21,431 $779K 0.12% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,816 shares; 2024Q4: 15,816 shares; 2025Q1: 15,816 shares; 2025Q2: 15,816 shares; 2025Q3: 15,816 shares; 2025Q4: 15,816 shares; 2026Q1: 15,816 shares; 2026Q2: 15,816 shares 15,816 $752K 0.11% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 2,515 shares; 2025Q3: 4,066 shares; 2025Q4: 4,066 shares; 2026Q1: 4,066 shares; 2026Q2: 4,066 shares 4,066 $736K 0.11% 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: 6,108 shares; 2024Q4: 6,108 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares; 2025Q3: 6,231 shares; 2025Q4: 6,275 shares; 2026Q1: 6,377 shares; 2026Q2: 6,377 shares 6,377 $722K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,549 shares; 2025Q3: 14,655 shares; 2025Q4: 14,750 shares; 2026Q1: 17,544 shares; 2026Q2: 17,889 shares 17,889 $719K 0.11% +345 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: 2,825 shares; 2024Q4: 2,815 shares; 2025Q1: 2,815 shares; 2025Q2: 2,690 shares; 2025Q3: 2,590 shares; 2025Q4: 2,590 shares; 2026Q1: 2,667 shares; 2026Q2: 2,667 shares 2,667 $677K 0.1% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,143 shares; 2024Q4: 5,905 shares; 2025Q1: 5,906 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares; 2025Q4: 5,888 shares; 2026Q1: 5,888 shares; 2026Q2: 5,888 shares 5,888 $609K 0.09% 0 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: 3,678 shares; 2024Q4: 3,487 shares; 2025Q1: 4,017 shares; 2025Q2: 4,023 shares; 2025Q3: 4,030 shares; 2025Q4: 4,038 shares; 2026Q1: 4,098 shares; 2026Q2: 4,106 shares 4,106 $602K 0.09% +8 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,436 shares; 2024Q4: 5,666 shares; 2025Q1: 5,656 shares; 2025Q2: 5,671 shares; 2025Q3: 5,687 shares; 2025Q4: 5,708 shares; 2026Q1: 5,714 shares; 2026Q2: 5,730 shares 5,730 $567K 0.09% +16 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: not reported; 2025Q2: 12,449 shares; 2025Q3: 12,504 shares; 2025Q4: 12,558 shares; 2026Q1: 14,362 shares; 2026Q2: 14,413 shares 14,413 $559K 0.08% +51 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,348 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 2,349 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,399 shares; 2026Q2: 2,400 shares 2,400 $529K 0.08% +1 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,425 shares 2,425 $516K 0.08% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163 shares; 2024Q4: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares; 2025Q4: 2,163 shares; 2026Q1: 2,163 shares; 2026Q2: 2,163 shares 2,163 $514K 0.08% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,368 shares; 2024Q4: 12,368 shares; 2025Q1: 12,368 shares; 2025Q2: 12,368 shares; 2025Q3: 12,368 shares; 2025Q4: 12,368 shares; 2026Q1: 12,368 shares; 2026Q2: 12,368 shares 12,368 $494K 0.07% 0 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: 4,791 shares; 2024Q4: 3,840 shares; 2025Q1: 3,590 shares; 2025Q2: 3,592 shares; 2025Q3: 3,595 shares; 2025Q4: 3,597 shares; 2026Q1: 3,509 shares; 2026Q2: 3,510 shares 3,510 $483K 0.07% +1 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,909 shares; 2024Q4: 2,909 shares; 2025Q1: 2,909 shares; 2025Q2: 2,910 shares; 2025Q3: 2,911 shares; 2025Q4: 2,914 shares; 2026Q1: 2,916 shares; 2026Q2: 2,919 shares 2,919 $480K 0.07% +3 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: 9,405 shares; 2024Q4: 9,446 shares; 2025Q1: 9,462 shares; 2025Q2: 9,542 shares; 2025Q3: 9,562 shares; 2025Q4: 8,729 shares; 2026Q1: 8,735 shares; 2026Q2: 8,819 shares 8,819 $476K 0.07% +84 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,403 shares; 2024Q4: 3,403 shares; 2025Q1: 3,403 shares; 2025Q2: 3,403 shares; 2025Q3: 3,404 shares; 2025Q4: 3,204 shares; 2026Q1: 3,205 shares; 2026Q2: 3,205 shares 3,205 $469K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,333 shares; 2025Q3: 12,363 shares; 2025Q4: 12,403 shares; 2026Q1: 12,411 shares; 2026Q2: 12,793 shares 12,793 $448K 0.07% +382 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: 5,743 shares; 2024Q4: 5,422 shares; 2025Q1: 5,428 shares; 2025Q2: 5,435 shares; 2025Q3: 5,442 shares; 2025Q4: 5,453 shares; 2026Q1: 5,617 shares; 2026Q2: 5,648 shares 5,648 $436K 0.07% +31 Timeline FNDX 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: 13,904 shares; 2026Q2: 13,823 shares 13,823 $430K 0.07% -81 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: 3,049 shares; 2024Q4: 2,853 shares; 2025Q1: 2,844 shares; 2025Q2: 2,294 shares; 2025Q3: 2,296 shares; 2025Q4: 2,297 shares; 2026Q1: 3,217 shares; 2026Q2: 2,890 shares 2,890 $429K 0.06% -327 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: 1,200 shares; 2024Q4: 1,457 shares; 2025Q1: 1,457 shares; 2025Q2: 1,457 shares; 2025Q3: 1,111 shares; 2025Q4: 1,111 shares; 2026Q1: 1,112 shares; 2026Q2: 1,121 shares 1,121 $423K 0.06% +9 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,653 shares; 2024Q4: 14,547 shares; 2025Q1: 14,547 shares; 2025Q2: 14,547 shares; 2025Q3: 14,547 shares; 2025Q4: 12,862 shares; 2026Q1: 12,520 shares; 2026Q2: 12,299 shares 12,299 $418K 0.06% -221 Timeline VOT 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: 1,375 shares; 2024Q4: 1,376 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,379 shares; 2025Q4: 1,313 shares; 2026Q1: 1,316 shares; 2026Q2: 1,317 shares 1,317 $403K 0.06% +1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,612 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 1,612 shares; 2025Q3: 1,612 shares; 2025Q4: 1,612 shares; 2026Q1: 1,412 shares; 2026Q2: 1,412 shares 1,412 $382K 0.06% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,831 shares; 2026Q1: 4,878 shares; 2026Q2: 4,911 shares 4,911 $379K 0.06% +33 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: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,888 shares; 2025Q4: 1,888 shares; 2026Q1: 1,954 shares; 2026Q2: 1,954 shares 1,954 $372K 0.06% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,345 shares; 2024Q4: 5,345 shares; 2025Q1: 5,345 shares; 2025Q2: 5,351 shares; 2025Q3: 5,351 shares; 2025Q4: 6,131 shares; 2026Q1: 5,991 shares; 2026Q2: 5,204 shares 5,204 $356K 0.05% -787 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: 658 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 624 shares; 2026Q2: 627 shares 627 $353K 0.05% +3 Timeline IQLT 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: 7,096 shares; 2026Q2: 7,096 shares 7,096 $352K 0.05% 0 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: not reported; 2025Q4: not reported; 2026Q1: 8,100 shares; 2026Q2: 8,193 shares 8,193 $338K 0.05% +93 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: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,317 shares; 2026Q1: 1,317 shares; 2026Q2: 1,317 shares 1,317 $331K 0.05% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,871 shares; 2024Q4: 8,871 shares; 2025Q1: 7,976 shares; 2025Q2: 7,976 shares; 2025Q3: 7,976 shares; 2025Q4: 7,976 shares; 2026Q1: 7,976 shares; 2026Q2: 7,976 shares 7,976 $327K 0.05% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,474 shares; 2025Q3: 3,474 shares; 2025Q4: 3,479 shares; 2026Q1: 3,924 shares; 2026Q2: 3,948 shares 3,948 $327K 0.05% +24 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $326K 0.05% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $317K 0.05% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,900 shares; 2024Q4: 13,282 shares; 2025Q1: 12,854 shares; 2025Q2: 12,986 shares; 2025Q3: 13,118 shares; 2025Q4: 13,294 shares; 2026Q1: 13,387 shares; 2026Q2: 13,625 shares 13,625 $315K 0.05% +238 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: 1,511 shares; 2025Q1: 1,511 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,645 shares; 2026Q1: 1,545 shares; 2026Q2: 1,545 shares 1,545 $310K 0.05% 0 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: 1,744 shares; 2024Q4: 1,396 shares; 2025Q1: 1,365 shares; 2025Q2: 1,369 shares; 2025Q3: 1,372 shares; 2025Q4: 1,373 shares; 2026Q1: 1,361 shares; 2026Q2: 1,363 shares 1,363 $309K 0.05% +2 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,458 shares; 2024Q4: 4,045 shares; 2025Q1: 4,045 shares; 2025Q2: 4,045 shares; 2025Q3: 4,045 shares; 2025Q4: 4,045 shares; 2026Q1: 4,045 shares; 2026Q2: 4,045 shares 4,045 $301K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,559 shares; 2025Q2: 1,559 shares; 2025Q3: 1,559 shares; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares; 2026Q2: 1,577 shares 1,577 $299K 0.05% 0 Timeline AOA 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: 2,379 shares; 2025Q4: 2,919 shares; 2026Q1: 2,919 shares; 2026Q2: 2,934 shares 2,934 $286K 0.04% +15 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: 1,268 shares; 2024Q4: 1,269 shares; 2025Q1: not reported; 2025Q2: 1,270 shares; 2025Q3: 1,259 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares; 2026Q2: 1,262 shares 1,262 $279K 0.04% +1 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: 254 shares 254 $270K 0.04% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,924 shares; 2024Q4: 6,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,225 shares; 2025Q4: 6,238 shares; 2026Q1: 6,250 shares; 2026Q2: 6,262 shares 6,262 $265K 0.04% +12 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: not reported; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares; 2026Q2: 611 shares 611 $261K 0.04% 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: 2,288 shares; 2024Q4: 2,288 shares; 2025Q1: 3,145 shares; 2025Q2: 3,145 shares; 2025Q3: 2,799 shares; 2025Q4: 2,799 shares; 2026Q1: 2,799 shares; 2026Q2: 2,799 shares 2,799 $254K 0.04% 0 Timeline SDY 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: 1,632 shares 1,632 $248K 0.04% 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: 3,400 shares; 2025Q4: not reported; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $245K 0.04% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,588 shares 2,588 $233K 0.04% new Timeline IWY 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: 796 shares 796 $231K 0.04% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,386 shares; 2024Q4: not reported; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 2,386 shares; 2026Q1: 2,386 shares; 2026Q2: 2,386 shares 2,386 $228K 0.03% 0 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: not reported; 2025Q4: not reported; 2026Q1: 8,517 shares; 2026Q2: 8,557 shares 8,557 $224K 0.03% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares; 2026Q2: 2,525 shares 2,525 $224K 0.03% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 3,175 shares 3,175 $222K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,738 shares; 2026Q1: 4,025 shares; 2026Q2: 4,108 shares 4,108 $220K 0.03% +83 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,655 shares; 2026Q1: not reported; 2026Q2: 1,656 shares 1,656 $219K 0.03% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,959 shares 1,959 $216K 0.03% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,556 shares; 2025Q4: not reported; 2026Q1: 3,707 shares; 2026Q2: 3,707 shares 3,707 $214K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,761 shares; 2024Q4: 8,835 shares; 2025Q1: 8,604 shares; 2025Q2: 8,604 shares; 2025Q3: 8,604 shares; 2025Q4: 8,604 shares; 2026Q1: 8,604 shares; 2026Q2: 8,604 shares 8,604 $207K 0.03% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,446 shares; 2024Q4: 3,446 shares; 2025Q1: 3,446 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,046 shares 3,046 $206K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,273 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,973 shares 2,973 $203K 0.03% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,342 shares; 2025Q1: 1,349 shares; 2025Q2: 1,349 shares; 2025Q3: 1,353 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,017 shares 1,017 $201K 0.03% new Timeline