HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 961,886 shares; 2024Q4: 886,817 shares; 2025Q1: 843,757 shares; 2025Q2: 850,987 shares; 2025Q3: 856,191 shares; 2025Q4: 860,156 shares; 2026Q1: 826,086 shares; 2026Q2: 804,484 shares 804,484 $207M 8.47% -21,602 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385,101 shares; 2024Q4: 379,618 shares; 2025Q1: 352,858 shares; 2025Q2: 364,548 shares; 2025Q3: 367,848 shares; 2025Q4: 369,853 shares; 2026Q1: 343,831 shares; 2026Q2: 290,280 shares 290,280 $187M 7.63% -53,551 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,538 shares; 2024Q4: 203,123 shares; 2025Q1: 195,812 shares; 2025Q2: 192,037 shares; 2025Q3: 194,309 shares; 2025Q4: 236,474 shares; 2026Q1: 250,831 shares; 2026Q2: 244,265 shares 244,265 $163M 6.65% -6,566 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: 1,372,480 shares; 2024Q4: 1,378,777 shares; 2025Q1: 1,277,357 shares; 2025Q2: 1,171,767 shares; 2025Q3: 1,078,749 shares; 2025Q4: 928,678 shares; 2026Q1: 812,604 shares; 2026Q2: 743,744 shares 743,744 $131M 5.35% -68,860 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,884 shares; 2024Q4: 374,251 shares; 2025Q1: 395,536 shares; 2025Q2: 455,611 shares; 2025Q3: 459,209 shares; 2025Q4: 461,624 shares; 2026Q1: 460,289 shares; 2026Q2: 445,236 shares 445,236 $109M 4.46% -15,053 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470,370 shares; 2024Q4: 473,975 shares; 2025Q1: 470,296 shares; 2025Q2: 476,276 shares; 2025Q3: 452,594 shares; 2025Q4: 451,704 shares; 2026Q1: 432,246 shares; 2026Q2: 423,376 shares 423,376 $102M 4.18% -8,870 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,918 shares; 2024Q4: 231,193 shares; 2025Q1: 233,068 shares; 2025Q2: 248,828 shares; 2025Q3: 251,206 shares; 2025Q4: 257,271 shares; 2026Q1: 257,406 shares; 2026Q2: 248,896 shares 248,896 $97.4M 3.98% -8,510 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,289 shares; 2024Q4: 174,716 shares; 2025Q1: 173,649 shares; 2025Q2: 175,869 shares; 2025Q3: 176,019 shares; 2025Q4: 176,745 shares; 2026Q1: 170,919 shares; 2026Q2: 168,238 shares 168,238 $87.3M 3.56% -2,681 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,891 shares; 2024Q4: 71,557 shares; 2025Q1: 71,046 shares; 2025Q2: 970,240 shares; 2025Q3: 972,592 shares; 2025Q4: 975,177 shares; 2026Q1: 942,570 shares; 2026Q2: 928,311 shares 928,311 $85.5M 3.49% -14,259 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,255 shares; 2024Q4: 375,880 shares; 2025Q1: 378,765 shares; 2025Q2: 402,385 shares; 2025Q3: 406,210 shares; 2025Q4: 408,705 shares; 2026Q1: 408,069 shares; 2026Q2: 394,379 shares 394,379 $82.6M 3.37% -13,690 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,484 shares; 2024Q4: 67,103 shares; 2025Q1: 66,898 shares; 2025Q2: 82,968 shares; 2025Q3: 83,126 shares; 2025Q4: 88,750 shares; 2026Q1: 84,638 shares; 2026Q2: 82,922 shares 82,922 $81.1M 3.31% -1,716 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 759,988 shares; 2024Q4: 766,668 shares; 2025Q1: 1,532,011 shares; 2025Q2: 1,543,986 shares; 2025Q3: 1,538,043 shares; 2025Q4: 1,405,163 shares; 2026Q1: 1,387,507 shares; 2026Q2: 1,345,839 shares 1,345,839 $79.5M 3.24% -41,668 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783,483 shares; 2024Q4: 791,733 shares; 2025Q1: 795,273 shares; 2025Q2: 852,433 shares; 2025Q3: 861,083 shares; 2025Q4: 867,057 shares; 2026Q1: 916,397 shares; 2026Q2: 885,786 shares 885,786 $67M 2.73% -30,611 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,686 shares; 2024Q4: 109,786 shares; 2025Q1: 116,546 shares; 2025Q2: 117,436 shares; 2025Q3: 118,661 shares; 2025Q4: 102,392 shares; 2026Q1: 102,502 shares; 2026Q2: 120,771 shares 120,771 $55.9M 2.28% +18,269 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE 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: 430,460 shares; 2025Q4: 876,720 shares; 2026Q1: 908,680 shares; 2026Q2: 1,034,293 shares 1,034,293 $52.7M 2.15% +125,613 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,599 shares; 2024Q4: 348,271 shares; 2025Q1: 342,834 shares; 2025Q2: 346,219 shares; 2025Q3: 345,935 shares; 2025Q4: 267,040 shares; 2026Q1: 244,335 shares; 2026Q2: 237,808 shares 237,808 $51.9M 2.12% -6,527 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: 109,189 shares; 2024Q4: 110,049 shares; 2025Q1: 109,173 shares; 2025Q2: 110,388 shares; 2025Q3: 110,579 shares; 2025Q4: 110,904 shares; 2026Q1: 98,867 shares; 2026Q2: 97,535 shares 97,535 $50.1M 2.04% -1,332 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: 86,309 shares; 2026Q1: 107,453 shares; 2026Q2: 113,550 shares 113,550 $48.4M 1.97% +6,097 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646,143 shares; 2024Q4: 649,640 shares; 2025Q1: 644,146 shares; 2025Q2: 651,646 shares; 2025Q3: 650,272 shares; 2025Q4: 572,792 shares; 2026Q1: 508,652 shares; 2026Q2: 496,956 shares 496,956 $48.2M 1.97% -11,696 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520,785 shares; 2024Q4: 537,060 shares; 2025Q1: 614,450 shares; 2025Q2: 618,975 shares; 2025Q3: 625,325 shares; 2025Q4: 581,550 shares; 2026Q1: 579,675 shares; 2026Q2: 470,862 shares 470,862 $48M 1.96% -108,813 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710,504 shares; 2024Q4: 711,428 shares; 2025Q1: 614,923 shares; 2025Q2: 526,783 shares; 2025Q3: 528,799 shares; 2025Q4: 530,479 shares; 2026Q1: 563,874 shares; 2026Q2: 552,701 shares 552,701 $47.9M 1.96% -11,173 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,576 shares; 2024Q4: 382,087 shares; 2025Q1: 376,675 shares; 2025Q2: 379,465 shares; 2025Q3: 379,956 shares; 2025Q4: 381,331 shares; 2026Q1: 366,233 shares; 2026Q2: 360,521 shares 360,521 $44.4M 1.81% -5,712 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: 112,806 shares; 2024Q4: 113,310 shares; 2025Q1: 111,943 shares; 2025Q2: 112,388 shares; 2025Q3: 112,492 shares; 2025Q4: 120,432 shares; 2026Q1: 116,932 shares; 2026Q2: 122,593 shares 122,593 $42.1M 1.72% +5,661 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,671,607 shares; 2024Q4: 1,469,278 shares; 2025Q1: 1,404,542 shares; 2025Q2: 1,412,819 shares; 2025Q3: 1,430,014 shares; 2025Q4: 1,445,358 shares; 2026Q1: 1,496,709 shares; 2026Q2: 1,446,844 shares 1,446,844 $40.8M 1.66% -49,865 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,042 shares; 2024Q4: 85,880 shares; 2025Q1: 86,429 shares; 2025Q2: 106,619 shares; 2025Q3: 106,868 shares; 2025Q4: 107,273 shares; 2026Q1: 119,587 shares; 2026Q2: 117,695 shares 117,695 $40.5M 1.65% -1,892 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,595 shares; 2024Q4: 105,916 shares; 2025Q1: 107,401 shares; 2025Q2: 108,161 shares; 2025Q3: 98,118 shares; 2025Q4: 98,188 shares; 2026Q1: 98,186 shares; 2026Q2: 86,767 shares 86,767 $36.7M 1.5% -11,419 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523,243 shares; 2024Q4: 539,093 shares; 2025Q1: 544,533 shares; 2025Q2: 548,208 shares; 2025Q3: 553,083 shares; 2025Q4: 510,153 shares; 2026Q1: 511,855 shares; 2026Q2: 461,055 shares 461,055 $33.7M 1.37% -50,800 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: 945 shares; 2024Q4: 917 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 829 shares; 2025Q4: 32,755 shares; 2026Q1: 94,900 shares; 2026Q2: 99,114 shares 99,114 $33.5M 1.37% +4,214 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,813 shares; 2024Q4: 106,888 shares; 2025Q1: 107,778 shares; 2025Q2: 108,618 shares; 2025Q3: 109,693 shares; 2025Q4: 97,508 shares; 2026Q1: 97,583 shares; 2026Q2: 94,240 shares 94,240 $31.1M 1.27% -3,343 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 485,805 shares; 2025Q4: 614,804 shares; 2026Q1: 764,889 shares; 2026Q2: 738,980 shares 738,980 $30.2M 1.23% -25,909 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659,913 shares; 2024Q4: 680,613 shares; 2025Q1: 688,223 shares; 2025Q2: 692,948 shares; 2025Q3: 699,148 shares; 2025Q4: 520,198 shares; 2026Q1: 523,599 shares; 2026Q2: 508,074 shares 508,074 $26.2M 1.07% -15,525 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,651 shares; 2024Q4: 194,140 shares; 2025Q1: 179,980 shares; 2025Q2: 181,435 shares; 2025Q3: 109,791 shares; 2025Q4: 109,158 shares; 2026Q1: 110,728 shares; 2026Q2: 108,202 shares 108,202 $24.6M 1% -2,526 Timeline DGII DIGI INTL INC More: the full row for DIGI 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: 257,832 shares; 2026Q2: 321,072 shares 321,072 $24.1M 0.98% +63,240 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 298,800 shares; 2026Q2: 579,886 shares 579,886 $22.9M 0.93% +281,086 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: 101,565 shares; 2024Q4: 88,725 shares; 2025Q1: 87,628 shares; 2025Q2: 87,951 shares; 2025Q3: 88,630 shares; 2025Q4: 112,775 shares; 2026Q1: 87,085 shares; 2026Q2: 87,000 shares 87,000 $18.5M 0.76% -85 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: 53,307 shares; 2024Q4: 52,913 shares; 2025Q1: 49,833 shares; 2025Q2: 49,299 shares; 2025Q3: 48,852 shares; 2025Q4: 48,672 shares; 2026Q1: 46,648 shares; 2026Q2: 48,058 shares 48,058 $13.9M 0.57% +1,410 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: 12,169 shares; 2024Q4: 12,439 shares; 2025Q1: 11,687 shares; 2025Q2: 11,419 shares; 2025Q3: 11,392 shares; 2025Q4: 11,205 shares; 2026Q1: 11,355 shares; 2026Q2: 15,626 shares 15,626 $11.7M 0.48% +4,271 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL 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: 47,910 shares; 2025Q4: 77,735 shares; 2026Q1: 28,272 shares; 2026Q2: 28,633 shares 28,633 $11.7M 0.48% +361 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,742 shares 27,742 $11.5M 0.47% new Timeline RVTY REVVITY INC More: the full row for REVVITY 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: 85,992 shares 85,992 $9.57M 0.39% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,429 shares; 2024Q4: 68,525 shares; 2025Q1: 68,472 shares; 2025Q2: 67,972 shares; 2025Q3: 66,589 shares; 2025Q4: 66,089 shares; 2026Q1: 66,115 shares; 2026Q2: 65,733 shares 65,733 $6.03M 0.25% -382 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: 17,226 shares; 2024Q4: 17,120 shares; 2025Q1: 16,901 shares; 2025Q2: 16,681 shares; 2025Q3: 16,270 shares; 2025Q4: 16,201 shares; 2026Q1: 16,009 shares; 2026Q2: 16,205 shares 16,205 $5.73M 0.23% +196 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: 69,600 shares; 2024Q4: 142,137 shares; 2025Q1: 142,137 shares; 2025Q2: 143,017 shares; 2025Q3: 143,017 shares; 2025Q4: 146,892 shares; 2026Q1: 146,692 shares; 2026Q2: 146,386 shares 146,386 $4.05M 0.17% -306 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: 14,262 shares; 2024Q4: 14,267 shares; 2025Q1: 14,089 shares; 2025Q2: 13,992 shares; 2025Q3: 11,228 shares; 2025Q4: 11,245 shares; 2026Q1: 10,297 shares; 2026Q2: 9,532 shares 9,532 $3.56M 0.15% -765 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: 9,575 shares; 2024Q4: 8,999 shares; 2025Q1: 8,574 shares; 2025Q2: 8,364 shares; 2025Q3: 7,864 shares; 2025Q4: 7,814 shares; 2026Q1: 7,814 shares; 2026Q2: 8,740 shares 8,740 $3.12M 0.13% +926 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: 8,084 shares; 2024Q4: 7,940 shares; 2025Q1: 7,582 shares; 2025Q2: 7,352 shares; 2025Q3: 7,010 shares; 2025Q4: 7,050 shares; 2026Q1: 6,993 shares; 2026Q2: 8,347 shares 8,347 $1.99M 0.08% +1,354 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: 9,596 shares; 2024Q4: 9,612 shares; 2025Q1: 9,925 shares; 2025Q2: 9,929 shares; 2025Q3: 9,933 shares; 2025Q4: 10,013 shares; 2026Q1: 10,655 shares; 2026Q2: 10,898 shares 10,898 $1.62M 0.07% +243 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,350 shares; 2024Q4: 21,350 shares; 2025Q1: 21,350 shares; 2025Q2: 20,850 shares; 2025Q3: 19,750 shares; 2025Q4: 19,250 shares; 2026Q1: 19,250 shares; 2026Q2: 19,401 shares 19,401 $1.46M 0.06% +151 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,300 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,100 shares; 2026Q2: 5,000 shares 5,000 $1.39M 0.06% -100 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: 5,102 shares; 2024Q4: 5,148 shares; 2025Q1: 5,079 shares; 2025Q2: 5,079 shares; 2025Q3: 5,079 shares; 2025Q4: 5,034 shares; 2026Q1: 4,991 shares; 2026Q2: 5,386 shares 5,386 $1.37M 0.06% +395 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: 6,696 shares; 2024Q4: 6,710 shares; 2025Q1: 5,234 shares; 2025Q2: 5,234 shares; 2025Q3: 5,234 shares; 2025Q4: 5,073 shares; 2026Q1: 4,635 shares; 2026Q2: 4,537 shares 4,537 $1.35M 0.06% -98 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: 3,486 shares; 2024Q4: 3,486 shares; 2025Q1: 3,486 shares; 2025Q2: 3,590 shares; 2025Q3: 3,490 shares; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares; 2026Q2: 3,186 shares 3,186 $1.18M 0.05% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,926 shares; 2024Q4: 2,885 shares; 2025Q1: 2,907 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 2,870 shares; 2026Q1: 2,856 shares; 2026Q2: 3,052 shares 3,052 $1.13M 0.05% +196 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: 1,591 shares; 2024Q4: 1,594 shares; 2025Q1: 1,569 shares; 2025Q2: 1,529 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares; 2026Q1: 1,440 shares; 2026Q2: 2,015 shares 2,015 $1.01M 0.04% +575 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: 5,099 shares; 2024Q4: 4,981 shares; 2025Q1: 4,106 shares; 2025Q2: 3,756 shares; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares; 2026Q1: 3,536 shares; 2026Q2: 2,964 shares 2,964 $970K 0.04% -572 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: 8,276 shares; 2024Q4: 8,311 shares; 2025Q1: 8,326 shares; 2025Q2: 7,745 shares; 2025Q3: 7,745 shares; 2025Q4: 7,583 shares; 2026Q1: 7,508 shares; 2026Q2: 7,247 shares 7,247 $931K 0.04% -261 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: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000 $907K 0.04% 0 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: 4,114 shares; 2024Q4: 4,091 shares; 2025Q1: 3,641 shares; 2025Q2: 3,441 shares; 2025Q3: 3,441 shares; 2025Q4: 3,414 shares; 2026Q1: 3,174 shares; 2026Q2: 3,153 shares 3,153 $887K 0.04% -21 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,359 shares 4,359 $872K 0.04% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,175 shares; 2026Q2: 5,383 shares 5,383 $845K 0.03% +3,208 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 1,170 shares 1,170 $823K 0.03% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,000 shares; 2024Q4: 43,000 shares; 2025Q1: 43,000 shares; 2025Q2: 43,000 shares; 2025Q3: 43,000 shares; 2025Q4: 43,000 shares; 2026Q1: 43,000 shares; 2026Q2: 43,000 shares 43,000 $797K 0.03% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,814 shares; 2024Q4: 5,841 shares; 2025Q1: 4,120 shares; 2025Q2: 3,979 shares; 2025Q3: 3,910 shares; 2025Q4: 3,710 shares; 2026Q1: 3,733 shares; 2026Q2: 3,733 shares 3,733 $753K 0.03% 0 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,467 shares; 2024Q4: 63,267 shares; 2025Q1: 62,467 shares; 2025Q2: 62,467 shares; 2025Q3: 62,467 shares; 2025Q4: 62,467 shares; 2026Q1: 53,600 shares; 2026Q2: 50,800 shares 50,800 $744K 0.03% -2,800 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: 6,215 shares; 2024Q4: 5,681 shares; 2025Q1: 5,010 shares; 2025Q2: 4,596 shares; 2025Q3: 4,609 shares; 2025Q4: 4,325 shares; 2026Q1: 4,249 shares; 2026Q2: 4,258 shares 4,258 $701K 0.03% +9 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: 4,316 shares; 2024Q4: 4,316 shares; 2025Q1: 4,316 shares; 2025Q2: 4,316 shares; 2025Q3: 4,316 shares; 2025Q4: 4,316 shares; 2026Q1: 4,316 shares; 2026Q2: 4,316 shares 4,316 $677K 0.03% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,363 shares; 2024Q4: 1,385 shares; 2025Q1: 1,121 shares; 2025Q2: 1,151 shares; 2025Q3: 1,134 shares; 2025Q4: 1,109 shares; 2026Q1: 1,134 shares; 2026Q2: 1,182 shares 1,182 $593K 0.02% +48 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: 6,860 shares; 2024Q4: 6,758 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,959 shares; 2026Q1: 6,095 shares; 2026Q2: 6,199 shares 6,199 $562K 0.02% +104 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: 15,250 shares; 2024Q4: 15,250 shares; 2025Q1: 15,250 shares; 2025Q2: 15,250 shares; 2025Q3: 15,250 shares; 2025Q4: 15,250 shares; 2026Q1: 15,250 shares; 2026Q2: 15,250 shares 15,250 $561K 0.02% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 811 shares 811 $557K 0.02% 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: 2,142 shares; 2024Q4: 2,148 shares; 2025Q1: 2,114 shares; 2025Q2: 2,014 shares; 2025Q3: 2,039 shares; 2025Q4: 2,039 shares; 2026Q1: 1,985 shares; 2026Q2: 2,035 shares 2,035 $550K 0.02% +50 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 637 shares 637 $477K 0.02% new 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: 4,685 shares 4,685 $452K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,819 shares 5,819 $449K 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,637 shares; 2024Q4: 1,626 shares; 2025Q1: 1,578 shares; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares; 2026Q1: 1,591 shares; 2026Q2: 1,604 shares 1,604 $434K 0.02% +13 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,969 shares; 2024Q4: 6,594 shares; 2025Q1: 5,578 shares; 2025Q2: 5,578 shares; 2025Q3: 5,351 shares; 2025Q4: 5,351 shares; 2026Q1: 5,605 shares; 2026Q2: 5,481 shares 5,481 $433K 0.02% -124 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,135 shares 7,135 $420K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,061 shares; 2024Q4: 4,150 shares; 2025Q1: 4,105 shares; 2025Q2: 4,252 shares; 2025Q3: 3,977 shares; 2025Q4: 3,880 shares; 2026Q1: 3,671 shares; 2026Q2: 3,848 shares 3,848 $400K 0.02% +177 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: 372 shares 372 $396K 0.02% new Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $378K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,448 shares; 2024Q4: 2,347 shares; 2025Q1: 2,430 shares; 2025Q2: 2,430 shares; 2025Q3: 2,370 shares; 2025Q4: 2,453 shares; 2026Q1: 2,576 shares; 2026Q2: 3,161 shares 3,161 $372K 0.02% +585 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,359 shares; 2024Q4: 2,481 shares; 2025Q1: 2,464 shares; 2025Q2: 2,518 shares; 2025Q3: 2,518 shares; 2025Q4: 2,466 shares; 2026Q1: 2,233 shares; 2026Q2: 2,103 shares 2,103 $356K 0.01% -130 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 346 shares 346 $350K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 5,777 shares; 2026Q1: 5,777 shares; 2026Q2: 5,777 shares 5,777 $347K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,182 shares 4,182 $346K 0.01% 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: 590 shares 590 $343K 0.01% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 458 shares 458 $337K 0.01% 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: 529 shares; 2024Q4: 527 shares; 2025Q1: 471 shares; 2025Q2: 388 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 281 shares; 2026Q2: 356 shares 356 $333K 0.01% +75 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: 1,065 shares 1,065 $323K 0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 986 shares 986 $297K 0.01% new 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: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $289K 0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares 22,000 $283K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,843 shares; 2024Q4: 14,719 shares; 2025Q1: 14,457 shares; 2025Q2: 14,457 shares; 2025Q3: 15,994 shares; 2025Q4: 11,588 shares; 2026Q1: 14,685 shares; 2026Q2: 14,742 shares 14,742 $282K 0.01% +57 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,346 shares; 2026Q1: 1,291 shares; 2026Q2: 1,201 shares 1,201 $268K 0.01% -90 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: not reported; 2026Q2: 1,754 shares 1,754 $245K 0.01% new Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 1,789 shares 1,789 $245K 0.01% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,154 shares 2,154 $244K 0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,540 shares 2,540 $237K 0.01% new 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: 7,958 shares; 2024Q4: 9,839 shares; 2025Q1: 9,677 shares; 2025Q2: 8,877 shares; 2025Q3: 9,219 shares; 2025Q4: not reported; 2026Q1: 8,859 shares; 2026Q2: 9,442 shares 9,442 $227K 0.01% +583 Timeline CWB 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: 2,025 shares 2,025 $218K 0.01% new 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: not reported; 2026Q2: 1,483 shares 1,483 $217K 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,654 shares; 2025Q2: not reported; 2025Q3: 5,654 shares; 2025Q4: not reported; 2026Q1: 5,741 shares; 2026Q2: 5,812 shares 5,812 $211K 0.01% +71 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX 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: 2,878 shares 2,878 $205K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 594 shares 594 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168 shares 168 $202K 0.01% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 531 shares 531 $201K 0.01% 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: 825 shares 825 $200K 0.01% new Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,750 shares; 2024Q4: 19,750 shares; 2025Q1: 19,750 shares; 2025Q2: 19,750 shares; 2025Q3: 19,750 shares; 2025Q4: 19,750 shares; 2026Q1: 19,750 shares; 2026Q2: 19,750 shares 19,750 $51.2K <0.01% 0 Timeline