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 loaded; 2024Q4: 1,465,342 shares; 2025Q1: 2,147 shares; 2025Q2: 2,041 shares; 2025Q3: 1,902 shares; 2025Q4: 1,534 shares; 2026Q1: 3,015,478 shares; 2026Q2: 3,546,980 shares 3,546,980 $2.66B 66.88% +531,502 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,314,654 shares; 2025Q3: 8,890,859 shares; 2025Q4: 8,093,603 shares; 2026Q1: 6,416,982 shares; 2026Q2: 7,802,882 shares 7,802,882 $392M 9.88% +1,385,900 Timeline SPYM 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 loaded; 2024Q4: 55,177 shares; 2025Q1: not reported; 2025Q2: 22,930 shares; 2025Q3: 37,732 shares; 2025Q4: not reported; 2026Q1: 30,462 shares; 2026Q2: 1,565,618 shares 1,565,618 $138M 3.46% +1,535,156 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,010,295 shares; 2025Q3: 9,354,069 shares; 2025Q4: 855,521 shares; 2026Q1: 905,656 shares; 2026Q2: 816,856 shares 816,856 $82.2M 2.07% -88,800 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 729,708 shares; 2025Q1: 754,095 shares; 2025Q2: 804,635 shares; 2025Q3: 797,099 shares; 2025Q4: 824,013 shares; 2026Q1: 832,467 shares; 2026Q2: 845,221 shares 845,221 $60.9M 1.53% +12,754 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,112,025 shares; 2025Q4: 1,264,638 shares; 2026Q1: not reported; 2026Q2: 1,624,900 shares 1,624,900 $59.4M 1.5% new Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,004,960 shares; 2025Q4: 1,174,307 shares; 2026Q1: not reported; 2026Q2: 1,342,400 shares 1,342,400 $55M 1.39% new Timeline VWOB 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 loaded; 2024Q4: not reported; 2025Q1: 269,193 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374,164 shares; 2026Q1: not reported; 2026Q2: 446,500 shares 446,500 $30M 0.76% new Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 534,082 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,007,882 shares; 2026Q2: 1,055,200 shares 1,055,200 $30M 0.75% +47,318 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 722,012 shares; 2025Q3: 805,526 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,098,300 shares 1,098,300 $29.9M 0.75% new Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564,718 shares; 2026Q1: not reported; 2026Q2: 662,900 shares 662,900 $29.8M 0.75% new Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 681,726 shares; 2026Q2: 657,300 shares 657,300 $28M 0.71% -24,426 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,688 shares; 2025Q1: not reported; 2025Q2: 56,640 shares; 2025Q3: 60,742 shares; 2025Q4: 68,273 shares; 2026Q1: not reported; 2026Q2: 75,720 shares 75,720 $28M 0.71% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222,766 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 290,900 shares 290,900 $27.8M 0.7% new 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 loaded; 2024Q4: 199,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 470,038 shares; 2025Q4: 255,798 shares; 2026Q1: not reported; 2026Q2: 257,100 shares 257,100 $27.7M 0.7% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 136,911 shares; 2025Q1: not reported; 2025Q2: 146,849 shares; 2025Q3: 153,686 shares; 2025Q4: 160,156 shares; 2026Q1: 158,936 shares; 2026Q2: 159,700 shares 159,700 $27.7M 0.7% +764 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,627 shares; 2025Q4: 38,939 shares; 2026Q1: 41,200 shares; 2026Q2: 39,080 shares 39,080 $25.6M 0.65% -2,120 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,560 shares 61,560 $24.3M 0.61% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 79,800 shares 79,800 $24M 0.6% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,682,529 shares; 2026Q2: 1,504,900 shares 1,504,900 $23.9M 0.6% -177,629 Timeline XME 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132,123 shares; 2025Q4: 131,633 shares; 2026Q1: 144,400 shares; 2026Q2: 221,400 shares 221,400 $23.7M 0.6% +77,000 Timeline SIL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,358 shares; 2025Q4: 163,889 shares; 2026Q1: 179,200 shares; 2026Q2: 305,400 shares 305,400 $23.7M 0.6% +126,200 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240,300 shares; 2026Q2: 444,100 shares 444,100 $23.6M 0.59% +203,800 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 282,100 shares; 2025Q1: 412,694 shares; 2025Q2: 514,136 shares; 2025Q3: 549,923 shares; 2025Q4: 703,090 shares; 2026Q1: 713,576 shares; 2026Q2: 792,716 shares 792,716 $11.5M 0.29% +79,140 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,368 shares; 2025Q1: 100,068 shares; 2025Q2: 36,404 shares; 2025Q3: 81,110 shares; 2025Q4: 105,661 shares; 2026Q1: 320,716 shares; 2026Q2: 233,683 shares 233,683 $5.76M 0.15% -87,033 Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,797 shares; 2025Q1: 39,517 shares; 2025Q2: 54,866 shares; 2025Q3: 55,788 shares; 2025Q4: 47,581 shares; 2026Q1: 60,145 shares; 2026Q2: 129,472 shares 129,472 $4.14M 0.1% +69,327 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 102,383 shares; 2025Q1: 103,630 shares; 2025Q2: 108,293 shares; 2025Q3: 105,174 shares; 2025Q4: 104,721 shares; 2026Q1: 104,091 shares; 2026Q2: 102,836 shares 102,836 $3.23M 0.08% -1,255 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,644 shares; 2025Q1: 47,594 shares; 2025Q2: 91,131 shares; 2025Q3: 138,942 shares; 2025Q4: 95,752 shares; 2026Q1: 78,761 shares; 2026Q2: 82,450 shares 82,450 $2.62M 0.07% +3,689 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: not loaded; 2024Q4: 5,170 shares; 2025Q1: 5,787 shares; 2025Q2: 5,776 shares; 2025Q3: 5,926 shares; 2025Q4: 6,161 shares; 2026Q1: 6,344 shares; 2026Q2: 6,294 shares 6,294 $2.35M 0.06% -50 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: not loaded; 2024Q4: 7,825 shares; 2025Q1: 8,273 shares; 2025Q2: 8,113 shares; 2025Q3: 7,691 shares; 2025Q4: 6,834 shares; 2026Q1: 6,993 shares; 2026Q2: 6,946 shares 6,946 $2.27M 0.06% -47 Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,754 shares; 2025Q1: 24,682 shares; 2025Q2: 130,430 shares; 2025Q3: 168,319 shares; 2025Q4: 194,314 shares; 2026Q1: 33,285 shares; 2026Q2: 71,594 shares 71,594 $2.21M 0.06% +38,309 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,875 shares; 2025Q1: 28,550 shares; 2025Q2: 28,146 shares; 2025Q3: 26,939 shares; 2025Q4: 24,134 shares; 2026Q1: 24,750 shares; 2026Q2: 24,995 shares 24,995 $2.07M 0.05% +245 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,719 shares; 2025Q1: 26,818 shares; 2025Q2: 27,724 shares; 2025Q3: 27,145 shares; 2025Q4: 26,256 shares; 2026Q1: 26,868 shares; 2026Q2: 26,621 shares 26,621 $2.06M 0.05% -247 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,354 shares; 2025Q1: 20,456 shares; 2025Q2: 19,492 shares; 2025Q3: 18,939 shares; 2025Q4: 17,122 shares; 2026Q1: 16,210 shares; 2026Q2: 16,241 shares 16,241 $2.05M 0.05% +31 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,003 shares; 2025Q1: not reported; 2025Q2: 5,752 shares; 2025Q3: 5,593 shares; 2025Q4: 5,315 shares; 2026Q1: 4,554 shares; 2026Q2: 4,995 shares 4,995 $1.98M 0.05% +441 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,398 shares; 2026Q2: 10,398 shares 10,398 $1.97M 0.05% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,854 shares; 2025Q1: 7,891 shares; 2025Q2: 8,034 shares; 2025Q3: 7,729 shares; 2025Q4: 7,305 shares; 2026Q1: 6,679 shares; 2026Q2: 6,674 shares 6,674 $1.94M 0.05% -5 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,822 shares; 2026Q1: 11,660 shares; 2026Q2: 11,524 shares 11,524 $1.88M 0.05% -136 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,345 shares; 2025Q1: 4,860 shares; 2025Q2: 5,013 shares; 2025Q3: 4,900 shares; 2025Q4: 4,837 shares; 2026Q1: 5,063 shares; 2026Q2: 5,238 shares 5,238 $1.85M 0.05% +175 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,639 shares; 2025Q1: 10,864 shares; 2025Q2: 11,205 shares; 2025Q3: 11,057 shares; 2025Q4: 11,148 shares; 2026Q1: 11,706 shares; 2026Q2: 12,022 shares 12,022 $1.76M 0.04% +316 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: not loaded; 2024Q4: 5,543 shares; 2025Q1: 6,196 shares; 2025Q2: 6,284 shares; 2025Q3: 6,162 shares; 2025Q4: 5,979 shares; 2026Q1: 6,171 shares; 2026Q2: 6,392 shares 6,392 $1.73M 0.04% +221 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,296 shares; 2025Q1: 7,042 shares; 2025Q2: 7,188 shares; 2025Q3: 7,015 shares; 2025Q4: 6,803 shares; 2026Q1: 6,939 shares; 2026Q2: 6,802 shares 6,802 $1.67M 0.04% -137 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,019 shares; 2025Q1: not reported; 2025Q2: 31,246 shares; 2025Q3: 29,898 shares; 2025Q4: 26,950 shares; 2026Q1: 27,599 shares; 2026Q2: 27,519 shares 27,519 $1.57M 0.04% -80 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,399 shares; 2025Q1: not reported; 2025Q2: 17,943 shares; 2025Q3: 17,691 shares; 2025Q4: 16,683 shares; 2026Q1: 15,502 shares; 2026Q2: 16,944 shares 16,944 $1.54M 0.04% +1,442 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,720 shares; 2025Q1: 5,382 shares; 2025Q2: 5,566 shares; 2025Q3: 5,527 shares; 2025Q4: 5,848 shares; 2026Q1: 6,383 shares; 2026Q2: 6,560 shares 6,560 $1.51M 0.04% +177 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,226 shares; 2025Q1: 1,354 shares; 2025Q2: 1,393 shares; 2025Q3: 1,374 shares; 2025Q4: 1,370 shares; 2026Q1: 1,408 shares; 2026Q2: 1,375 shares 1,375 $1.43M 0.04% -33 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,299 shares; 2026Q1: 4,559 shares; 2026Q2: 10,194 shares 10,194 $1.31M 0.03% +5,635 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,209 shares; 2025Q1: 10,726 shares; 2025Q2: 11,258 shares; 2025Q3: 11,151 shares; 2025Q4: 11,444 shares; 2026Q1: 11,763 shares; 2026Q2: 11,742 shares 11,742 $1.22M 0.03% -21 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,092 shares; 2025Q1: 44,968 shares; 2025Q2: 47,141 shares; 2025Q3: 47,167 shares; 2025Q4: 50,362 shares; 2026Q1: 53,997 shares; 2026Q2: 49,643 shares 49,643 $1.22M 0.03% -4,354 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: not loaded; 2024Q4: 10,031 shares; 2025Q1: 8,773 shares; 2025Q2: 8,318 shares; 2025Q3: 8,316 shares; 2025Q4: 9,100 shares; 2026Q1: 9,843 shares; 2026Q2: 11,840 shares 11,840 $1.17M 0.03% +1,997 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,710 shares; 2026Q2: 5,808 shares 5,808 $1.17M 0.03% +98 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,513 shares 8,513 $1.15M 0.03% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,077 shares; 2025Q1: 7,188 shares; 2025Q2: 7,587 shares; 2025Q3: 7,514 shares; 2025Q4: 7,498 shares; 2026Q1: 7,847 shares; 2026Q2: 8,122 shares 8,122 $1.1M 0.03% +275 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,199 shares; 2025Q4: 4,311 shares; 2026Q1: 4,611 shares; 2026Q2: 4,864 shares 4,864 $1.08M 0.03% +253 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,325 shares 4,325 $968K 0.02% new 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 loaded; 2024Q4: 4,319 shares; 2025Q1: 4,535 shares; 2025Q2: 4,310 shares; 2025Q3: 4,082 shares; 2025Q4: 3,562 shares; 2026Q1: 3,171 shares; 2026Q2: 3,668 shares 3,668 $932K 0.02% +497 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,150 shares 4,150 $917K 0.02% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,867 shares; 2025Q1: 14,234 shares; 2025Q2: 13,825 shares; 2025Q3: 12,681 shares; 2025Q4: 11,141 shares; 2026Q1: 10,507 shares; 2026Q2: 10,043 shares 10,043 $916K 0.02% -464 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,964 shares; 2025Q1: 15,679 shares; 2025Q2: 14,851 shares; 2025Q3: 14,251 shares; 2025Q4: 13,749 shares; 2026Q1: 12,498 shares; 2026Q2: 12,405 shares 12,405 $884K 0.02% -93 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,885 shares; 2025Q4: 3,784 shares; 2026Q1: 3,752 shares; 2026Q2: 4,399 shares 4,399 $880K 0.02% +647 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,638 shares; 2026Q2: 4,471 shares 4,471 $826K 0.02% -167 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,022 shares; 2026Q1: 9,605 shares; 2026Q2: 9,305 shares 9,305 $824K 0.02% -300 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 loaded; 2024Q4: 1,809 shares; 2025Q1: 1,608 shares; 2025Q2: 1,582 shares; 2025Q3: 1,504 shares; 2025Q4: 1,488 shares; 2026Q1: 1,599 shares; 2026Q2: 9,498 shares 9,498 $818K 0.02% +7,899 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,388 shares; 2025Q1: 14,401 shares; 2025Q2: 13,586 shares; 2025Q3: 13,212 shares; 2025Q4: 12,581 shares; 2026Q1: 14,895 shares; 2026Q2: 14,996 shares 14,996 $759K 0.02% +101 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: not loaded; 2024Q4: 6,026 shares; 2025Q1: 5,209 shares; 2025Q2: 6,469 shares; 2025Q3: 6,447 shares; 2025Q4: 6,453 shares; 2026Q1: 7,189 shares; 2026Q2: 7,268 shares 7,268 $743K 0.02% +79 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,208 shares; 2025Q1: 7,850 shares; 2025Q2: 8,019 shares; 2025Q3: 8,010 shares; 2025Q4: 8,011 shares; 2026Q1: 8,364 shares; 2026Q2: 8,420 shares 8,420 $728K 0.02% +56 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,807 shares; 2025Q1: 29,183 shares; 2025Q2: 29,994 shares; 2025Q3: 29,069 shares; 2025Q4: 27,720 shares; 2026Q1: 28,315 shares; 2026Q2: 11,871 shares 11,871 $717K 0.02% -16,444 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 loaded; 2024Q4: not reported; 2025Q1: 346 shares; 2025Q2: 372 shares; 2025Q3: 519 shares; 2025Q4: 664 shares; 2026Q1: 661 shares; 2026Q2: 589 shares 589 $707K 0.02% -72 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,943 shares 5,943 $703K 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,872 shares; 2025Q1: 6,916 shares; 2025Q2: 7,175 shares; 2025Q3: 7,092 shares; 2025Q4: 6,980 shares; 2026Q1: 7,246 shares; 2026Q2: 7,328 shares 7,328 $679K 0.02% +82 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 loaded; 2024Q4: 4,292 shares; 2025Q1: not reported; 2025Q2: 4,593 shares; 2025Q3: 4,438 shares; 2025Q4: 3,528 shares; 2026Q1: 3,443 shares; 2026Q2: 3,485 shares 3,485 $661K 0.02% +42 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,914 shares; 2025Q1: 9,531 shares; 2025Q2: 5,385 shares; 2025Q3: 4,687 shares; 2025Q4: 4,030 shares; 2026Q1: 3,931 shares; 2026Q2: 3,919 shares 3,919 $650K 0.02% -12 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,568 shares; 2025Q4: 1,982 shares; 2026Q1: 1,942 shares; 2026Q2: 1,706 shares 1,706 $644K 0.02% -236 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 loaded; 2024Q4: 2,152 shares; 2025Q1: 1,809 shares; 2025Q2: 1,597 shares; 2025Q3: 1,555 shares; 2025Q4: 1,999 shares; 2026Q1: 1,993 shares; 2026Q2: 1,776 shares 1,776 $628K 0.02% -217 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 loaded; 2024Q4: 3,663 shares; 2025Q1: not reported; 2025Q2: 3,119 shares; 2025Q3: 3,732 shares; 2025Q4: 4,820 shares; 2026Q1: 2,819 shares; 2026Q2: 2,528 shares 2,528 $603K 0.02% -291 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 loaded; 2024Q4: 3,608 shares; 2025Q1: 3,169 shares; 2025Q2: 3,131 shares; 2025Q3: 3,044 shares; 2025Q4: 2,939 shares; 2026Q1: 2,739 shares; 2026Q2: 2,626 shares 2,626 $572K 0.01% -113 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,964 shares; 2025Q1: 5,543 shares; 2025Q2: 6,410 shares; 2025Q3: 6,483 shares; 2025Q4: 7,950 shares; 2026Q1: 8,385 shares; 2026Q2: 8,502 shares 8,502 $569K 0.01% +117 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,514 shares 2,514 $555K 0.01% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,212 shares; 2025Q1: 11,656 shares; 2025Q2: 10,622 shares; 2025Q3: 10,718 shares; 2025Q4: 10,680 shares; 2026Q1: 12,018 shares; 2026Q2: 11,837 shares 11,837 $554K 0.01% -181 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,485 shares; 2025Q1: 3,133 shares; 2025Q2: 2,908 shares; 2025Q3: 2,960 shares; 2025Q4: 2,947 shares; 2026Q1: 4,814 shares; 2026Q2: 4,659 shares 4,659 $547K 0.01% -155 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: not loaded; 2024Q4: 1,037 shares; 2025Q1: 1,180 shares; 2025Q2: 1,252 shares; 2025Q3: 1,387 shares; 2025Q4: 1,755 shares; 2026Q1: 1,738 shares; 2026Q2: 1,550 shares 1,550 $532K 0.01% -188 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: not loaded; 2024Q4: 594 shares; 2025Q1: 656 shares; 2025Q2: 669 shares; 2025Q3: 887 shares; 2025Q4: 1,121 shares; 2026Q1: 1,106 shares; 2026Q2: 989 shares 989 $508K 0.01% -117 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,305 shares; 2025Q1: 7,503 shares; 2025Q2: 7,812 shares; 2025Q3: 7,566 shares; 2025Q4: 7,453 shares; 2026Q1: 7,178 shares; 2026Q2: 7,187 shares 7,187 $495K 0.01% +9 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,579 shares; 2025Q1: 8,403 shares; 2025Q2: 8,205 shares; 2025Q3: 8,548 shares; 2025Q4: 9,092 shares; 2026Q1: 10,312 shares; 2026Q2: 10,427 shares 10,427 $494K 0.01% +115 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 320 shares; 2025Q1: not reported; 2025Q2: 257 shares; 2025Q3: 358 shares; 2025Q4: 2,751 shares; 2026Q1: 5,494 shares; 2026Q2: 4,978 shares 4,978 $494K 0.01% -516 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,408 shares; 2025Q1: 10,592 shares; 2025Q2: 9,393 shares; 2025Q3: 9,360 shares; 2025Q4: 9,445 shares; 2026Q1: 9,759 shares; 2026Q2: 9,877 shares 9,877 $478K 0.01% +118 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 loaded; 2024Q4: 1,740 shares; 2025Q1: 2,362 shares; 2025Q2: 2,618 shares; 2025Q3: 2,844 shares; 2025Q4: 3,721 shares; 2026Q1: 3,701 shares; 2026Q2: 3,259 shares 3,259 $478K 0.01% -442 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,238 shares; 2025Q1: 6,354 shares; 2025Q2: 5,645 shares; 2025Q3: 5,601 shares; 2025Q4: 5,567 shares; 2026Q1: 5,688 shares; 2026Q2: 5,802 shares 5,802 $452K 0.01% +114 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,679 shares; 2025Q1: 2,970 shares; 2025Q2: 3,034 shares; 2025Q3: 3,377 shares; 2025Q4: 3,897 shares; 2026Q1: 4,507 shares; 2026Q2: 3,940 shares 3,940 $450K 0.01% -567 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: not loaded; 2024Q4: 11,655 shares; 2025Q1: 8,598 shares; 2025Q2: 7,431 shares; 2025Q3: 6,576 shares; 2025Q4: 5,352 shares; 2026Q1: 5,566 shares; 2026Q2: 5,591 shares 5,591 $422K 0.01% +25 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,760 shares; 2025Q1: 2,282 shares; 2025Q2: 2,143 shares; 2025Q3: 2,084 shares; 2025Q4: 150,858 shares; 2026Q1: 171,750 shares; 2026Q2: 2,306 shares 2,306 $366K 0.01% -169,444 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,600 shares 17,600 $358K 0.01% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,262 shares 18,262 $358K 0.01% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,344 shares 18,344 $358K 0.01% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,885 shares; 2025Q1: 6,853 shares; 2025Q2: 6,576 shares; 2025Q3: 6,380 shares; 2025Q4: 6,253 shares; 2026Q1: 6,061 shares; 2026Q2: 5,982 shares 5,982 $357K 0.01% -79 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 loaded; 2024Q4: 7,010 shares; 2025Q1: 5,927 shares; 2025Q2: 5,402 shares; 2025Q3: 4,727 shares; 2025Q4: 4,477 shares; 2026Q1: 4,591 shares; 2026Q2: 4,419 shares 4,419 $341K 0.01% -172 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 515 shares; 2025Q4: 663 shares; 2026Q1: 669 shares; 2026Q2: 600 shares 600 $336K 0.01% -69 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,896 shares; 2025Q4: 3,679 shares; 2026Q1: 3,652 shares; 2026Q2: 3,268 shares 3,268 $334K 0.01% -384 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 766 shares 766 $332K 0.01% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,839 shares; 2025Q1: 3,316 shares; 2025Q2: 3,210 shares; 2025Q3: 2,892 shares; 2025Q4: 2,655 shares; 2026Q1: 2,207 shares; 2026Q2: 2,101 shares 2,101 $312K 0.01% -106 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,790 shares; 2025Q1: 9,771 shares; 2025Q2: 6,588 shares; 2025Q3: 6,445 shares; 2025Q4: 5,604 shares; 2026Q1: 5,852 shares; 2026Q2: 3,477 shares 3,477 $286K 0.01% -2,375 Timeline XAR 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 loaded; 2024Q4: 1,806 shares; 2025Q1: 1,507 shares; 2025Q2: 1,133 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 866 shares 866 $246K 0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 182,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,126 shares; 2025Q4: 4,056 shares; 2026Q1: 4,497 shares; 2026Q2: 4,503 shares 4,503 $241K 0.01% +6 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 404 shares; 2025Q4: 517 shares; 2026Q1: 510 shares; 2026Q2: 456 shares 456 $240K 0.01% -54 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,387 shares; 2026Q2: 8,451 shares 8,451 $239K 0.01% -936 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,636 shares; 2025Q3: not reported; 2025Q4: 1,746 shares; 2026Q1: 1,736 shares; 2026Q2: 1,541 shares 1,541 $221K 0.01% -195 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 582 shares 582 $218K 0.01% new 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: not loaded; 2024Q4: 3,010 shares; 2025Q1: 3,028 shares; 2025Q2: 2,695 shares; 2025Q3: 2,676 shares; 2025Q4: 2,672 shares; 2026Q1: 2,737 shares; 2026Q2: 2,800 shares 2,800 $215K 0.01% +63 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,301 shares; 2025Q1: 3,331 shares; 2025Q2: 2,967 shares; 2025Q3: 2,937 shares; 2025Q4: 2,935 shares; 2026Q1: 3,007 shares; 2026Q2: 3,102 shares 3,102 $214K 0.01% +95 Timeline