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: 982,300 shares; 2024Q4: 1,011,762 shares; 2025Q1: 1,166,312 shares; 2025Q2: 1,237,703 shares; 2025Q3: 1,302,374 shares; 2025Q4: 1,348,728 shares; 2026Q1: 1,419,268 shares; 2026Q2: 1,348,728 shares 1,348,728 $53.4M 16.7% -70,540 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: 507,737 shares; 2024Q4: 512,388 shares; 2025Q1: 510,197 shares; 2025Q2: 499,595 shares; 2025Q3: 433,900 shares; 2025Q4: 433,672 shares; 2026Q1: 433,750 shares; 2026Q2: 433,672 shares 433,672 $38.4M 12% -78 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: 551,521 shares; 2024Q4: 1,151,364 shares; 2025Q1: 1,182,104 shares; 2025Q2: 1,116,812 shares; 2025Q3: 1,103,890 shares; 2025Q4: 1,166,284 shares; 2026Q1: 1,234,433 shares; 2026Q2: 1,166,284 shares 1,166,284 $28.4M 8.89% -68,149 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: 196,813 shares; 2024Q4: 197,041 shares; 2025Q1: 192,225 shares; 2025Q2: 192,937 shares; 2025Q3: 187,453 shares; 2025Q4: 188,161 shares; 2026Q1: 187,708 shares; 2026Q2: 188,161 shares 188,161 $21M 6.58% +453 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: 404,782 shares; 2024Q4: 432,745 shares; 2025Q1: 489,550 shares; 2025Q2: 512,608 shares; 2025Q3: 546,161 shares; 2025Q4: 560,466 shares; 2026Q1: 607,940 shares; 2026Q2: 560,466 shares 560,466 $19.3M 6.04% -47,474 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: 681,452 shares; 2024Q4: 654,869 shares; 2025Q1: 650,855 shares; 2025Q2: 646,210 shares; 2025Q3: 317,251 shares; 2025Q4: 317,901 shares; 2026Q1: 325,037 shares; 2026Q2: 317,901 shares 317,901 $16M 5% -7,136 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: 190,823 shares; 2024Q4: 195,147 shares; 2025Q1: 195,834 shares; 2025Q2: 197,888 shares; 2025Q3: 184,587 shares; 2025Q4: 186,437 shares; 2026Q1: 185,707 shares; 2026Q2: 186,437 shares 186,437 $15.3M 4.8% +730 Timeline SCHB 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: 181,532 shares; 2024Q4: 539,226 shares; 2025Q1: 545,864 shares; 2025Q2: 540,099 shares; 2025Q3: 524,602 shares; 2025Q4: 526,727 shares; 2026Q1: 528,214 shares; 2026Q2: 526,727 shares 526,727 $13.8M 4.32% -1,487 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: 83,265 shares; 2024Q4: 113,449 shares; 2025Q1: 170,356 shares; 2025Q2: 189,672 shares; 2025Q3: 204,792 shares; 2025Q4: 232,508 shares; 2026Q1: 262,217 shares; 2026Q2: 232,508 shares 232,508 $11.1M 3.49% -29,709 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: 124,306 shares; 2024Q4: 125,729 shares; 2025Q1: 129,979 shares; 2025Q2: 132,648 shares; 2025Q3: 120,882 shares; 2025Q4: 121,950 shares; 2026Q1: 121,494 shares; 2026Q2: 121,950 shares 121,950 $9.39M 2.94% +456 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: 146,223 shares; 2024Q4: 157,651 shares; 2025Q1: 183,239 shares; 2025Q2: 196,390 shares; 2025Q3: 211,548 shares; 2025Q4: 217,976 shares; 2026Q1: 228,197 shares; 2026Q2: 217,976 shares 217,976 $7.21M 2.25% -10,221 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,865 shares; 2024Q4: 220,079 shares; 2025Q1: 254,336 shares; 2025Q2: 269,253 shares; 2025Q3: 281,740 shares; 2025Q4: 299,841 shares; 2026Q1: 311,865 shares; 2026Q2: 299,841 shares 299,841 $6.26M 1.96% -12,024 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: 134,365 shares; 2024Q4: 134,416 shares; 2025Q1: 128,575 shares; 2025Q2: 128,609 shares; 2025Q3: 76,942 shares; 2025Q4: 76,992 shares; 2026Q1: 78,863 shares; 2026Q2: 76,992 shares 76,992 $4.58M 1.43% -1,871 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: 55,098 shares; 2024Q4: 55,294 shares; 2025Q1: 55,180 shares; 2025Q2: 55,721 shares; 2025Q3: 40,614 shares; 2025Q4: 40,711 shares; 2026Q1: 44,692 shares; 2026Q2: 40,711 shares 40,711 $4.15M 1.3% -3,981 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: 77,236 shares; 2024Q4: 81,337 shares; 2025Q1: 81,492 shares; 2025Q2: 78,820 shares; 2025Q3: 78,827 shares; 2025Q4: 78,774 shares; 2026Q1: 69,986 shares; 2026Q2: 78,774 shares 78,774 $3.9M 1.22% +8,788 Timeline AVSC 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: 62,500 shares; 2024Q4: 62,500 shares; 2025Q1: 62,500 shares; 2025Q2: 62,500 shares; 2025Q3: 62,500 shares; 2025Q4: 62,500 shares; 2026Q1: 62,500 shares; 2026Q2: 62,500 shares 62,500 $3.67M 1.15% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,447 shares; 2024Q4: 31,447 shares; 2025Q1: 31,592 shares; 2025Q2: 33,338 shares; 2025Q3: 33,182 shares; 2025Q4: 33,912 shares; 2026Q1: 32,534 shares; 2026Q2: 33,912 shares 33,912 $3.47M 1.09% +1,378 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,000 shares; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 33,000 shares; 2025Q3: 33,000 shares; 2025Q4: 33,000 shares; 2026Q1: 33,590 shares; 2026Q2: 33,000 shares 33,000 $2.4M 0.75% -590 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,633 shares; 2024Q4: 19,573 shares; 2025Q1: 21,984 shares; 2025Q2: 24,491 shares; 2025Q3: 29,821 shares; 2025Q4: 31,722 shares; 2026Q1: 40,153 shares; 2026Q2: 31,722 shares 31,722 $2.35M 0.73% -8,431 Timeline SCHR 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: 64,671 shares; 2024Q4: 126,302 shares; 2025Q1: 127,113 shares; 2025Q2: 128,676 shares; 2025Q3: 91,681 shares; 2025Q4: 92,914 shares; 2026Q1: 89,480 shares; 2026Q2: 92,914 shares 92,914 $2.33M 0.73% +3,434 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: 4,265 shares; 2024Q4: 3,983 shares; 2025Q1: 7,459 shares; 2025Q2: 7,323 shares; 2025Q3: 7,513 shares; 2025Q4: 7,550 shares; 2026Q1: 7,850 shares; 2026Q2: 7,550 shares 7,550 $2.05M 0.64% -300 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: 2,588 shares; 2024Q4: 2,597 shares; 2025Q1: 3,421 shares; 2025Q2: 3,346 shares; 2025Q3: 3,276 shares; 2025Q4: 3,276 shares; 2026Q1: 3,276 shares; 2026Q2: 3,276 shares 3,276 $2.01M 0.63% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,664 shares; 2024Q4: 3,626 shares; 2025Q1: 3,543 shares; 2025Q2: 3,649 shares; 2025Q3: 3,194 shares; 2025Q4: 3,196 shares; 2026Q1: 3,396 shares; 2026Q2: 3,196 shares 3,196 $2M 0.63% -200 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: 44,851 shares; 2024Q4: 90,200 shares; 2025Q1: 91,016 shares; 2025Q2: 90,646 shares; 2025Q3: 80,965 shares; 2025Q4: 82,405 shares; 2026Q1: 82,141 shares; 2026Q2: 82,405 shares 82,405 $1.98M 0.62% +264 Timeline VTES 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: not reported; 2024Q4: 25,091 shares; 2025Q1: 25,174 shares; 2025Q2: 26,131 shares; 2025Q3: 17,206 shares; 2025Q4: 18,639 shares; 2026Q1: 24,225 shares; 2026Q2: 18,639 shares 18,639 $1.89M 0.59% -5,586 Timeline SCHP 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: 38,687 shares; 2024Q4: 74,463 shares; 2025Q1: 68,695 shares; 2025Q2: 67,828 shares; 2025Q3: 68,278 shares; 2025Q4: 68,868 shares; 2026Q1: 68,050 shares; 2026Q2: 68,868 shares 68,868 $1.82M 0.57% +818 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: 18,622 shares; 2024Q4: 18,938 shares; 2025Q1: 18,938 shares; 2025Q2: 19,137 shares; 2025Q3: 19,137 shares; 2025Q4: 19,338 shares; 2026Q1: 19,265 shares; 2026Q2: 19,338 shares 19,338 $1.82M 0.57% +73 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: 54,038 shares; 2024Q4: 54,510 shares; 2025Q1: 55,130 shares; 2025Q2: 54,586 shares; 2025Q3: 50,256 shares; 2025Q4: 52,357 shares; 2026Q1: 51,938 shares; 2026Q2: 52,357 shares 52,357 $1.71M 0.54% +419 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: 59,166 shares; 2025Q2: 59,166 shares; 2025Q3: 59,166 shares; 2025Q4: 62,330 shares; 2026Q1: 62,330 shares; 2026Q2: 62,330 shares 62,330 $1.68M 0.52% 0 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: 59,829 shares; 2024Q4: 54,025 shares; 2025Q1: 53,527 shares; 2025Q2: 53,166 shares; 2025Q3: 13,635 shares; 2025Q4: 13,649 shares; 2026Q1: 13,965 shares; 2026Q2: 13,649 shares 13,649 $1.46M 0.46% -316 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 3,080 shares; 2026Q2: 2,965 shares 2,965 $1.45M 0.45% -115 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: 26,891 shares; 2024Q4: 53,601 shares; 2025Q1: 53,519 shares; 2025Q2: 53,301 shares; 2025Q3: 46,594 shares; 2025Q4: 48,972 shares; 2026Q1: 49,554 shares; 2026Q2: 48,972 shares 48,972 $1.39M 0.44% -582 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,798 shares; 2025Q3: 1,798 shares; 2025Q4: 1,773 shares; 2026Q1: 1,773 shares; 2026Q2: 1,773 shares 1,773 $1.21M 0.38% 0 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES 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: 43,006 shares; 2025Q4: 42,921 shares; 2026Q1: 42,921 shares; 2026Q2: 42,921 shares 42,921 $1.19M 0.37% 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: 14,459 shares; 2024Q4: 16,404 shares; 2025Q1: 16,420 shares; 2025Q2: 28,921 shares; 2025Q3: 28,506 shares; 2025Q4: 27,547 shares; 2026Q1: 27,266 shares; 2026Q2: 27,547 shares 27,547 $1.05M 0.33% +281 Timeline AVSU 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: 11,667 shares; 2024Q4: 12,598 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,294 shares; 2025Q4: 13,564 shares; 2026Q1: not reported; 2026Q2: 13,564 shares 13,564 $1.03M 0.32% new 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: 7,487 shares; 2024Q4: 7,955 shares; 2025Q1: 8,196 shares; 2025Q2: 8,161 shares; 2025Q3: 8,318 shares; 2025Q4: 8,520 shares; 2026Q1: 8,402 shares; 2026Q2: 8,520 shares 8,520 $1.03M 0.32% +118 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: 793 shares; 2024Q4: 1,393 shares; 2025Q1: 2,226 shares; 2025Q2: 2,076 shares; 2025Q3: 2,111 shares; 2025Q4: 2,128 shares; 2026Q1: 2,201 shares; 2026Q2: 2,128 shares 2,128 $1.03M 0.32% -73 Timeline VGT 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: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,202 shares; 2025Q4: 1,281 shares; 2026Q1: 1,280 shares; 2026Q2: 1,281 shares 1,281 $966K 0.3% +1 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: 2,012 shares; 2024Q4: 3,012 shares; 2025Q1: 3,640 shares; 2025Q2: 3,640 shares; 2025Q3: 3,552 shares; 2025Q4: 3,502 shares; 2026Q1: 3,502 shares; 2026Q2: 3,502 shares 3,502 $903K 0.28% 0 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: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 20,881 shares; 2025Q3: 20,881 shares; 2025Q4: 20,881 shares; 2026Q1: 21,814 shares; 2026Q2: 20,881 shares 20,881 $793K 0.25% -933 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: 4,236 shares; 2025Q2: 4,236 shares; 2025Q3: 4,153 shares; 2025Q4: 4,153 shares; 2026Q1: 4,153 shares; 2026Q2: 4,153 shares 4,153 $793K 0.25% 0 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: 718 shares; 2024Q4: 718 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 702 shares; 2025Q4: 710 shares; 2026Q1: 730 shares; 2026Q2: 710 shares 710 $763K 0.24% -20 Timeline T. ROWE PRICE TAX-EFFICIENT… T. ROWE PRICE TAX-EFFICIENT EQUIT… More: the full row for T. ROWE PRICE TAX-EFFICIENT EQUITY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,607 shares; 2025Q4: 8,607 shares; 2026Q1: not reported; 2026Q2: 8,607 shares 8,607 $755K 0.24% new 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: 26,441 shares; 2024Q4: 27,733 shares; 2025Q1: 27,653 shares; 2025Q2: 27,433 shares; 2025Q3: 14,956 shares; 2025Q4: 15,980 shares; 2026Q1: 15,482 shares; 2026Q2: 15,980 shares 15,980 $728K 0.23% +498 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 468 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares; 2026Q1: 1,177 shares; 2026Q2: 1,241 shares 1,241 $708K 0.22% +64 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: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 954 shares; 2026Q2: 1,020 shares 1,020 $699K 0.22% +66 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,928 shares; 2026Q1: 11,928 shares; 2026Q2: 11,928 shares 11,928 $609K 0.19% 0 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: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,911 shares; 2025Q4: 1,928 shares; 2026Q1: 1,859 shares; 2026Q2: 1,928 shares 1,928 $603K 0.19% +69 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: 1,892 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares; 2026Q2: 1,892 shares 1,892 $596K 0.19% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,062 shares; 2024Q4: 6,062 shares; 2025Q1: 5,762 shares; 2025Q2: 5,762 shares; 2025Q3: 5,762 shares; 2025Q4: 5,762 shares; 2026Q1: 5,762 shares; 2026Q2: 5,762 shares 5,762 $587K 0.18% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,911 shares; 2024Q4: 2,911 shares; 2025Q1: 2,911 shares; 2025Q2: 2,590 shares; 2025Q3: 2,416 shares; 2025Q4: 2,416 shares; 2026Q1: 2,436 shares; 2026Q2: 2,416 shares 2,416 $583K 0.18% -20 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: 758 shares; 2024Q4: 758 shares; 2025Q1: 1,942 shares; 2025Q2: 1,942 shares; 2025Q3: 1,849 shares; 2025Q4: 1,847 shares; 2026Q1: 1,867 shares; 2026Q2: 1,847 shares 1,847 $564K 0.18% -20 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: 7,587 shares; 2024Q4: 7,587 shares; 2025Q1: 7,587 shares; 2025Q2: 7,587 shares; 2025Q3: 7,587 shares; 2025Q4: 7,587 shares; 2026Q1: 7,587 shares; 2026Q2: 7,587 shares 7,587 $558K 0.17% 0 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,868 shares; 2024Q4: 8,868 shares; 2025Q1: 8,715 shares; 2025Q2: 8,715 shares; 2025Q3: 8,715 shares; 2025Q4: 8,715 shares; 2026Q1: not reported; 2026Q2: 8,715 shares 8,715 $543K 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,150 shares; 2025Q3: 10,195 shares; 2025Q4: 10,272 shares; 2026Q1: 10,292 shares; 2026Q2: 10,272 shares 10,272 $513K 0.16% -20 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: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,695 shares; 2026Q2: 1,609 shares 1,609 $505K 0.16% -86 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: not reported; 2024Q4: not reported; 2025Q1: 1,789 shares; 2025Q2: 1,789 shares; 2025Q3: 1,789 shares; 2025Q4: 1,789 shares; 2026Q1: 1,778 shares; 2026Q2: 1,789 shares 1,789 $499K 0.16% +11 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,141 shares; 2026Q1: 2,354 shares; 2026Q2: 2,141 shares 2,141 $494K 0.15% -213 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,811 shares; 2024Q4: 6,301 shares; 2025Q1: 6,301 shares; 2025Q2: 6,271 shares; 2025Q3: 6,479 shares; 2025Q4: 6,724 shares; 2026Q1: 6,792 shares; 2026Q2: 6,724 shares 6,724 $482K 0.15% -68 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: 735 shares; 2024Q4: 735 shares; 2025Q1: 953 shares; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 953 shares; 2026Q1: 1,076 shares; 2026Q2: 953 shares 953 $479K 0.15% -123 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,326 shares; 2025Q2: 3,326 shares; 2025Q3: 3,326 shares; 2025Q4: 3,326 shares; 2026Q1: 3,326 shares; 2026Q2: 3,326 shares 3,326 $477K 0.15% 0 Timeline DFSU 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: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares; 2026Q2: 10,800 shares 10,800 $469K 0.15% 0 Timeline DFSI 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: 13,100 shares; 2024Q4: 13,100 shares; 2025Q1: 13,100 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares; 2026Q2: 10,700 shares 10,700 $458K 0.14% 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: 2,633 shares; 2024Q4: 2,633 shares; 2025Q1: 3,169 shares; 2025Q2: 3,169 shares; 2025Q3: 3,169 shares; 2025Q4: 3,169 shares; 2026Q1: 3,253 shares; 2026Q2: 3,169 shares 3,169 $454K 0.14% -84 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: 5,576 shares; 2026Q1: 5,576 shares; 2026Q2: 5,576 shares 5,576 $421K 0.13% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,026 shares; 2025Q2: 4,026 shares; 2025Q3: 4,026 shares; 2025Q4: 4,026 shares; 2026Q1: 4,026 shares; 2026Q2: 4,026 shares 4,026 $407K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares; 2026Q1: 1,640 shares; 2026Q2: 1,330 shares 1,330 $402K 0.13% -310 Timeline AVSD 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: 4,596 shares; 2024Q4: 5,054 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,136 shares; 2025Q4: 5,190 shares; 2026Q1: not reported; 2026Q2: 5,190 shares 5,190 $385K 0.12% new Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,270 shares; 2024Q4: 7,270 shares; 2025Q1: 7,270 shares; 2025Q2: 7,270 shares; 2025Q3: 7,270 shares; 2025Q4: 7,270 shares; 2026Q1: 7,270 shares; 2026Q2: 7,270 shares 7,270 $375K 0.12% 0 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: 1,462 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,641 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,542 shares; 2026Q2: 1,500 shares 1,500 $364K 0.11% -42 Timeline IBMQ 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: 13,803 shares; 2025Q2: 13,803 shares; 2025Q3: 13,803 shares; 2025Q4: 13,803 shares; 2026Q1: 13,803 shares; 2026Q2: 13,803 shares 13,803 $353K 0.11% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $353K 0.11% 0 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS 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: 20,632 shares; 2026Q1: 220,639 shares; 2026Q2: 20,632 shares 20,632 $351K 0.11% -200,007 Timeline IBDW 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: 15,128 shares; 2025Q2: 15,128 shares; 2025Q3: 15,128 shares; 2025Q4: 15,719 shares; 2026Q1: 15,719 shares; 2026Q2: 15,719 shares 15,719 $332K 0.1% 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: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 2,029 shares; 2025Q4: 2,021 shares; 2026Q1: 1,875 shares; 2026Q2: 2,021 shares 2,021 $324K 0.1% +146 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,193 shares; 2025Q2: 3,193 shares; 2025Q3: 3,193 shares; 2025Q4: 3,193 shares; 2026Q1: 3,193 shares; 2026Q2: 3,193 shares 3,193 $322K 0.1% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,810 shares; 2024Q4: 5,810 shares; 2025Q1: 5,810 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 5,810 shares; 2026Q1: 6,383 shares; 2026Q2: 5,810 shares 5,810 $320K 0.1% -573 Timeline IBTK 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: 15,941 shares; 2025Q2: 15,941 shares; 2025Q3: 15,941 shares; 2025Q4: 15,941 shares; 2026Q1: 15,941 shares; 2026Q2: 15,941 shares 15,941 $316K 0.1% 0 Timeline VHT 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: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,063 shares; 2026Q2: 1,063 shares 1,063 $306K 0.1% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 2,048 shares; 2025Q4: 2,048 shares; 2026Q1: 2,048 shares; 2026Q2: 2,048 shares 2,048 $305K 0.1% 0 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: 500 shares; 2025Q4: 508 shares; 2026Q1: 519 shares; 2026Q2: 508 shares 508 $291K 0.09% -11 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,027 shares; 2024Q4: 3,027 shares; 2025Q1: 3,027 shares; 2025Q2: 3,027 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 1,531 shares; 2026Q2: 1,513 shares 1,513 $290K 0.09% -18 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: 8,821 shares; 2024Q4: 8,814 shares; 2025Q1: 8,823 shares; 2025Q2: 8,685 shares; 2025Q3: 8,816 shares; 2025Q4: 8,825 shares; 2026Q1: 12,398 shares; 2026Q2: 8,825 shares 8,825 $287K 0.09% -3,573 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: 1,349 shares; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares; 2025Q4: 1,349 shares; 2026Q1: 1,404 shares; 2026Q2: 1,349 shares 1,349 $279K 0.09% -55 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: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares 1,310 $277K 0.09% 0 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: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares; 2026Q1: 1,295 shares; 2026Q2: 1,295 shares 1,295 $271K 0.08% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,090 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 829 shares; 2026Q2: 829 shares 829 $241K 0.08% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 561 shares; 2026Q2: 561 shares 561 $217K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,364 shares; 2026Q1: 4,453 shares; 2026Q2: 4,364 shares 4,364 $215K 0.07% -89 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares; 2026Q2: 1,238 shares 1,238 $209K 0.07% 0 Timeline DFEV 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: 6,076 shares; 2026Q1: 7,594 shares; 2026Q2: 6,076 shares 6,076 $205K 0.06% -1,518 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: 433 shares; 2025Q4: 433 shares; 2026Q1: not reported; 2026Q2: 433 shares 433 $205K 0.06% new Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 2,058 shares; 2026Q1: 2,058 shares; 2026Q2: 2,058 shares 2,058 $201K 0.06% 0 Timeline