MGK 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: 750 shares; 2025Q1: 750 shares; 2025Q2: 152,145 shares; 2025Q3: 158,140 shares; 2025Q4: 159,348 shares; 2026Q1: 168,397 shares; 2026Q2: 855,232 shares 855,232 $75.2M 12.97% +686,835 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316,435 shares; 2025Q3: 336,216 shares; 2025Q4: 349,302 shares; 2026Q1: 368,740 shares; 2026Q2: 379,594 shares 379,594 $62M 10.7% +10,854 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: 563,610 shares; 2024Q4: 588,456 shares; 2025Q1: 601,222 shares; 2025Q2: 595,170 shares; 2025Q3: 599,403 shares; 2025Q4: 603,148 shares; 2026Q1: 604,120 shares; 2026Q2: 607,698 shares 607,698 $43.3M 7.47% +3,578 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750,036 shares; 2024Q4: 744,601 shares; 2025Q1: 747,180 shares; 2025Q2: 324,536 shares; 2025Q3: 319,294 shares; 2025Q4: 317,746 shares; 2026Q1: 314,676 shares; 2026Q2: 312,983 shares 312,983 $43M 7.43% -1,693 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,981 shares; 2024Q4: 338,495 shares; 2025Q1: 348,366 shares; 2025Q2: 136,860 shares; 2025Q3: 131,158 shares; 2025Q4: 129,472 shares; 2026Q1: 128,382 shares; 2026Q2: 127,752 shares 127,752 $29M 5% -630 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: 99,050 shares; 2024Q4: 98,114 shares; 2025Q1: 97,533 shares; 2025Q2: 82,059 shares; 2025Q3: 82,350 shares; 2025Q4: 83,096 shares; 2026Q1: 84,223 shares; 2026Q2: 85,200 shares 85,200 $26.1M 4.5% +977 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,207 shares; 2025Q3: 92,581 shares; 2025Q4: 90,533 shares; 2026Q1: 92,902 shares; 2026Q2: 94,598 shares 94,598 $25.9M 4.47% +1,696 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,064 shares; 2024Q4: 135,870 shares; 2025Q1: 135,671 shares; 2025Q2: 104,907 shares; 2025Q3: 104,571 shares; 2025Q4: 104,448 shares; 2026Q1: 105,024 shares; 2026Q2: 105,965 shares 105,965 $20.9M 3.6% +941 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: 299,251 shares; 2024Q4: 307,024 shares; 2025Q1: 316,863 shares; 2025Q2: 324,224 shares; 2025Q3: 331,106 shares; 2025Q4: 331,671 shares; 2026Q1: 337,677 shares; 2026Q2: 340,814 shares 340,814 $20.3M 3.51% +3,137 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: 17,584 shares; 2024Q4: 16,776 shares; 2025Q1: 17,724 shares; 2025Q2: 21,851 shares; 2025Q3: 21,737 shares; 2025Q4: 21,004 shares; 2026Q1: 21,462 shares; 2026Q2: 169,610 shares 169,610 $20.3M 3.5% +148,148 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: 41,022 shares; 2024Q4: 40,976 shares; 2025Q1: 40,991 shares; 2025Q2: 48,562 shares; 2025Q3: 49,456 shares; 2025Q4: 50,244 shares; 2026Q1: 51,387 shares; 2026Q2: 51,662 shares 51,662 $18.9M 3.26% +275 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: 68,194 shares; 2024Q4: 67,547 shares; 2025Q1: 68,414 shares; 2025Q2: 57,938 shares; 2025Q3: 58,721 shares; 2025Q4: 57,865 shares; 2026Q1: 58,438 shares; 2026Q2: 234,452 shares 234,452 $18.9M 3.26% +176,014 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: 58,546 shares; 2024Q4: 58,929 shares; 2025Q1: 58,616 shares; 2025Q2: 56,161 shares; 2025Q3: 56,621 shares; 2025Q4: 57,105 shares; 2026Q1: 57,215 shares; 2026Q2: 57,440 shares 57,440 $14M 2.41% +225 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: 34,292 shares; 2024Q4: 33,507 shares; 2025Q1: 34,503 shares; 2025Q2: 41,381 shares; 2025Q3: 42,235 shares; 2025Q4: 41,792 shares; 2026Q1: 42,049 shares; 2026Q2: 42,131 shares 42,131 $12.8M 2.2% +82 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: 230,399 shares; 2024Q4: 238,511 shares; 2025Q1: 239,142 shares; 2025Q2: 242,261 shares; 2025Q3: 241,939 shares; 2025Q4: 267,346 shares; 2026Q1: 303,912 shares; 2026Q2: 302,556 shares 302,556 $7.74M 1.34% -1,356 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,941 shares; 2024Q4: 244,645 shares; 2025Q1: 246,667 shares; 2025Q2: 244,449 shares; 2025Q3: 239,846 shares; 2025Q4: 260,139 shares; 2026Q1: 289,168 shares; 2026Q2: 285,165 shares 285,165 $7.25M 1.25% -4,003 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,336 shares; 2024Q4: 201,436 shares; 2025Q1: 220,136 shares; 2025Q2: 227,219 shares; 2025Q3: 233,228 shares; 2025Q4: 254,734 shares; 2026Q1: 271,817 shares; 2026Q2: 275,923 shares 275,923 $6.97M 1.2% +4,106 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,348 shares; 2024Q4: 200,486 shares; 2025Q1: 226,663 shares; 2025Q2: 236,828 shares; 2025Q3: 244,826 shares; 2025Q4: 270,419 shares; 2026Q1: 290,013 shares; 2026Q2: 297,915 shares 297,915 $6.9M 1.19% +7,902 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,653 shares; 2024Q4: 214,903 shares; 2025Q1: 231,955 shares; 2025Q2: 239,310 shares; 2025Q3: 245,243 shares; 2025Q4: 266,742 shares; 2026Q1: 283,263 shares; 2026Q2: 284,709 shares 284,709 $6.9M 1.19% +1,446 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,862 shares; 2024Q4: 184,036 shares; 2025Q1: 233,507 shares; 2025Q2: 247,334 shares; 2025Q3: 255,510 shares; 2025Q4: 277,002 shares; 2026Q1: 297,532 shares; 2026Q2: 304,213 shares 304,213 $6.63M 1.14% +6,681 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,268 shares; 2024Q4: 153,688 shares; 2025Q1: 167,865 shares; 2025Q2: 173,871 shares; 2025Q3: 175,401 shares; 2025Q4: 205,521 shares; 2026Q1: 248,807 shares; 2026Q2: 253,195 shares 253,195 $6.43M 1.11% +4,388 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: 37,475 shares; 2025Q1: 148,695 shares; 2025Q2: 211,570 shares; 2025Q3: 227,351 shares; 2025Q4: 269,037 shares; 2026Q1: 296,244 shares; 2026Q2: 306,517 shares 306,517 $6.39M 1.1% +10,273 Timeline IBMS 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: 73,528 shares; 2025Q1: 97,572 shares; 2025Q2: 113,309 shares; 2025Q3: 123,175 shares; 2025Q4: 165,540 shares; 2026Q1: 214,238 shares; 2026Q2: 220,855 shares 220,855 $5.71M 0.99% +6,617 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: 18,947 shares; 2024Q4: 17,303 shares; 2025Q1: 17,303 shares; 2025Q2: 17,147 shares; 2025Q3: 17,177 shares; 2025Q4: 18,281 shares; 2026Q1: 18,632 shares; 2026Q2: 18,960 shares 18,960 $5.49M 0.95% +328 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,713 shares; 2024Q4: 233,962 shares; 2025Q1: 236,902 shares; 2025Q2: 237,175 shares; 2025Q3: 234,296 shares; 2025Q4: 241,578 shares; 2026Q1: 214,612 shares; 2026Q2: 198,055 shares 198,055 $5.08M 0.88% -16,557 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,165 shares; 2024Q4: 216,002 shares; 2025Q1: 232,174 shares; 2025Q2: 238,140 shares; 2025Q3: 242,139 shares; 2025Q4: 249,114 shares; 2026Q1: 220,392 shares; 2026Q2: 209,282 shares 209,282 $5.07M 0.87% -11,110 Timeline IBDX 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: 86,366 shares; 2026Q1: 158,990 shares; 2026Q2: 197,602 shares 197,602 $4.98M 0.86% +38,612 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: 13,754 shares; 2024Q4: 13,696 shares; 2025Q1: 14,065 shares; 2025Q2: 13,987 shares; 2025Q3: 14,032 shares; 2025Q4: 13,806 shares; 2026Q1: 13,526 shares; 2026Q2: 13,410 shares 13,410 $4.01M 0.69% -116 Timeline SPTM 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: 54,415 shares; 2024Q4: 54,690 shares; 2025Q1: 54,567 shares; 2025Q2: 54,450 shares; 2025Q3: 49,464 shares; 2025Q4: 49,603 shares; 2026Q1: 47,424 shares; 2026Q2: 41,914 shares 41,914 $3.81M 0.66% -5,510 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,756 shares; 2025Q1: 27,812 shares; 2025Q2: 30,521 shares; 2025Q3: 31,597 shares; 2025Q4: 36,286 shares; 2026Q1: 37,941 shares; 2026Q2: 38,950 shares 38,950 $3.76M 0.65% +1,009 Timeline VOX 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: 44,664 shares; 2024Q4: 38,348 shares; 2025Q1: 34,517 shares; 2025Q2: 42,782 shares; 2025Q3: 43,574 shares; 2025Q4: 43,527 shares; 2026Q1: 44,257 shares; 2026Q2: 19,944 shares 19,944 $3.67M 0.63% -24,313 Timeline IBMT 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: 47,639 shares; 2026Q1: 130,036 shares; 2026Q2: 141,610 shares 141,610 $3.65M 0.63% +11,574 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: 30,828 shares; 2024Q4: 32,024 shares; 2025Q1: 34,534 shares; 2025Q2: not reported; 2025Q3: 5,143 shares; 2025Q4: 4,806 shares; 2026Q1: 4,768 shares; 2026Q2: 4,789 shares 4,789 $3.59M 0.62% +21 Timeline VPU 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: 1,258 shares; 2025Q1: 1,593 shares; 2025Q2: not reported; 2025Q3: 1,383 shares; 2025Q4: 15,095 shares; 2026Q1: 16,470 shares; 2026Q2: 17,784 shares 17,784 $3.48M 0.6% +1,314 Timeline VCR 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: 19,857 shares; 2024Q4: 17,346 shares; 2025Q1: 16,000 shares; 2025Q2: not reported; 2025Q3: 9,150 shares; 2025Q4: 8,946 shares; 2026Q1: 8,704 shares; 2026Q2: 8,691 shares 8,691 $3.45M 0.59% -13 Timeline VAW 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: 2,549 shares; 2025Q1: 2,458 shares; 2025Q2: not reported; 2025Q3: 2,339 shares; 2025Q4: 2,338 shares; 2026Q1: 2,334 shares; 2026Q2: 14,980 shares 14,980 $3.43M 0.59% +12,646 Timeline VIS 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: 10,044 shares; 2024Q4: 9,463 shares; 2025Q1: 9,709 shares; 2025Q2: not reported; 2025Q3: 9,711 shares; 2025Q4: 9,661 shares; 2026Q1: 9,534 shares; 2026Q2: 9,474 shares 9,474 $3.41M 0.59% -60 Timeline VFH 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: 21,424 shares; 2024Q4: 21,833 shares; 2025Q1: 21,940 shares; 2025Q2: 22,199 shares; 2025Q3: 22,509 shares; 2025Q4: 22,403 shares; 2026Q1: 21,904 shares; 2026Q2: 21,925 shares 21,925 $2.89M 0.5% +21 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,562 shares; 2025Q1: 2,526 shares; 2025Q2: not reported; 2025Q3: 2,481 shares; 2025Q4: 2,478 shares; 2026Q1: 7,719 shares; 2026Q2: 6,539 shares 6,539 $2.42M 0.42% -1,180 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,630 shares 25,630 $2.08M 0.36% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,809 shares; 2025Q1: 8,689 shares; 2025Q2: 10,213 shares; 2025Q3: 10,598 shares; 2025Q4: 10,635 shares; 2026Q1: 10,679 shares; 2026Q2: 10,652 shares 10,652 $1.64M 0.28% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,102 shares; 2026Q1: 2,113 shares; 2026Q2: 1,962 shares 1,962 $1.47M 0.25% -151 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: 19,558 shares; 2025Q3: 23,000 shares; 2025Q4: 17,575 shares; 2026Q1: 18,196 shares; 2026Q2: 18,196 shares 18,196 $1.38M 0.24% 0 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: 2,950 shares; 2025Q1: 2,899 shares; 2025Q2: not reported; 2025Q3: 2,834 shares; 2025Q4: 5,944 shares; 2026Q1: 6,005 shares; 2026Q2: 6,549 shares 6,549 $1.31M 0.23% +544 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares; 2026Q2: 2,985 shares 2,985 $1.22M 0.21% -300 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: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: not reported; 2025Q3: 3,391 shares; 2025Q4: 4,478 shares; 2026Q1: 4,893 shares; 2026Q2: 4,837 shares 4,837 $1.15M 0.2% -56 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: 12,237 shares; 2024Q4: 36,711 shares; 2025Q1: 36,711 shares; 2025Q2: 37,079 shares; 2025Q3: 36,196 shares; 2025Q4: 35,374 shares; 2026Q1: 35,413 shares; 2026Q2: 35,798 shares 35,798 $1.05M 0.18% +385 Timeline VDE 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: 32,112 shares; 2024Q4: 34,138 shares; 2025Q1: 36,510 shares; 2025Q2: 28,979 shares; 2025Q3: 29,575 shares; 2025Q4: 7,035 shares; 2026Q1: 6,631 shares; 2026Q2: 6,629 shares 6,629 $995K 0.17% -2 Timeline VDC 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: 3,927 shares; 2025Q1: 4,343 shares; 2025Q2: not reported; 2025Q3: 4,279 shares; 2025Q4: 4,196 shares; 2026Q1: 4,189 shares; 2026Q2: 4,206 shares 4,206 $948K 0.16% +17 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 reported; 2024Q4: 1,803 shares; 2025Q1: 1,799 shares; 2025Q2: not reported; 2025Q3: 1,487 shares; 2025Q4: 2,087 shares; 2026Q1: 1,585 shares; 2026Q2: 1,986 shares 1,986 $741K 0.13% +401 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: 1,087 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 907 shares; 2025Q4: 2,010 shares; 2026Q1: 1,993 shares; 2026Q2: 2,029 shares 2,029 $717K 0.12% +36 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,879 shares; 2025Q1: 2,879 shares; 2025Q2: not reported; 2025Q3: 2,879 shares; 2025Q4: 2,879 shares; 2026Q1: 2,879 shares; 2026Q2: 2,836 shares 2,836 $671K 0.12% -43 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,462 shares; 2026Q2: 6,462 shares 6,462 $552K 0.1% 0 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: 934 shares; 2025Q1: 934 shares; 2025Q2: not reported; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 934 shares; 2026Q2: 6,027 shares 6,027 $519K 0.09% +5,093 Timeline SCHG 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: 10,644 shares; 2025Q1: 10,644 shares; 2025Q2: 15,180 shares; 2025Q3: 15,176 shares; 2025Q4: 15,176 shares; 2026Q1: 15,094 shares; 2026Q2: 15,185 shares 15,185 $514K 0.09% +91 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $496K 0.09% 0 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: 1,752 shares; 2024Q4: 1,753 shares; 2025Q1: 1,752 shares; 2025Q2: not reported; 2025Q3: 1,755 shares; 2025Q4: 1,765 shares; 2026Q1: 1,757 shares; 2026Q2: 1,947 shares 1,947 $494K 0.09% +190 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 394 shares; 2025Q4: 394 shares; 2026Q1: 588 shares; 2026Q2: 588 shares 588 $488K 0.08% 0 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: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: not reported; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares; 2026Q2: 3,540 shares 3,540 $440K 0.08% +2,255 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,502 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $418K 0.07% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,947 shares 3,947 $410K 0.07% +247 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 920 shares; 2025Q1: 965 shares; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 971 shares; 2026Q1: 967 shares; 2026Q2: 965 shares 965 $406K 0.07% -2 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,144 shares; 2025Q1: 4,264 shares; 2025Q2: not reported; 2025Q3: 4,898 shares; 2025Q4: 5,101 shares; 2026Q1: 4,479 shares; 2026Q2: 4,676 shares 4,676 $386K 0.07% +197 Timeline SCHM 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: 11,145 shares; 2025Q1: 11,073 shares; 2025Q2: 11,605 shares; 2025Q3: 11,525 shares; 2025Q4: 11,525 shares; 2026Q1: 10,281 shares; 2026Q2: 10,301 shares 10,301 $380K 0.07% +20 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,362 shares; 2025Q1: 4,468 shares; 2025Q2: not reported; 2025Q3: 5,130 shares; 2025Q4: 5,342 shares; 2026Q1: 4,536 shares; 2026Q2: 4,768 shares 4,768 $377K 0.07% +232 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $345K 0.06% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,920 shares; 2026Q1: 4,920 shares; 2026Q2: 4,920 shares 4,920 $337K 0.06% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 442 shares 442 $320K 0.06% 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: not reported; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: not reported; 2025Q3: 1,038 shares; 2025Q4: 984 shares; 2026Q1: 984 shares; 2026Q2: 1,071 shares 1,071 $290K 0.05% +87 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: 414 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 449 shares; 2026Q2: 389 shares 389 $286K 0.05% -60 Timeline ARTY 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: 3,721 shares 3,721 $283K 0.05% 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: 205 shares; 2026Q1: not reported; 2026Q2: 227 shares 227 $272K 0.05% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,136 shares; 2026Q2: 7,197 shares 7,197 $265K 0.05% +61 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,184 shares; 2025Q1: 7,184 shares; 2025Q2: not reported; 2025Q3: 7,184 shares; 2025Q4: 7,184 shares; 2026Q1: 7,184 shares; 2026Q2: 7,184 shares 7,184 $252K 0.04% 0 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: 653 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $246K 0.04% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,709 shares; 2025Q4: 7,743 shares; 2026Q1: 6,901 shares; 2026Q2: 6,901 shares 6,901 $240K 0.04% 0 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: 4,155 shares; 2025Q1: 4,155 shares; 2025Q2: not reported; 2025Q3: 4,681 shares; 2025Q4: 4,437 shares; 2026Q1: 4,164 shares; 2026Q2: 2,996 shares 2,996 $231K 0.04% -1,168 Timeline AMGN AMGEN INC More: the full row for AMGEN 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: 633 shares 633 $229K 0.04% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045 shares; 2026Q2: 1,045 shares 1,045 $228K 0.04% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $217K 0.04% new Timeline NYF 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: 3,846 shares; 2026Q2: 3,846 shares 3,846 $207K 0.04% 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: 2,461 shares 2,461 $204K 0.04% new Timeline IYW 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: 800 shares 800 $202K 0.03% new Timeline TELO TELOMIR PHARMACEUTICALS INC More: the full row for TELOMIR PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 10,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $25.6K <0.01% 0 Timeline