IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,068 shares; 2024Q4: 34,666 shares; 2025Q1: 37,399 shares; 2025Q2: 38,232 shares; 2025Q3: 39,194 shares; 2025Q4: 39,532 shares; 2026Q1: 39,909 shares; 2026Q2: 38,830 shares 38,830 $29.1M 21.72% -1,079 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: 165,605 shares; 2024Q4: 168,180 shares; 2025Q1: 130,249 shares; 2025Q2: 134,971 shares; 2025Q3: 139,214 shares; 2025Q4: 143,182 shares; 2026Q1: 149,286 shares; 2026Q2: 167,570 shares 167,570 $16.6M 12.39% +18,284 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,034 shares; 2025Q3: 23,952 shares; 2025Q4: 23,814 shares; 2026Q1: 350,787 shares; 2026Q2: 396,778 shares 396,778 $13.4M 10% +45,991 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: 147,293 shares; 2024Q4: 145,698 shares; 2025Q1: 100,494 shares; 2025Q2: 101,499 shares; 2025Q3: 104,456 shares; 2025Q4: 108,983 shares; 2026Q1: 110,846 shares; 2026Q2: 110,233 shares 110,233 $12.2M 9.09% -613 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: 53,292 shares; 2024Q4: 52,955 shares; 2025Q1: 46,004 shares; 2025Q2: 47,126 shares; 2025Q3: 48,482 shares; 2025Q4: 51,139 shares; 2026Q1: 51,734 shares; 2026Q2: 51,409 shares 51,409 $11.2M 8.37% -325 Timeline VTWO 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: 92,858 shares; 2024Q4: 92,336 shares; 2025Q1: 88,985 shares; 2025Q2: 77,526 shares; 2025Q3: 80,698 shares; 2025Q4: 83,484 shares; 2026Q1: 85,134 shares; 2026Q2: 80,454 shares 80,454 $9.77M 7.3% -4,680 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,096 shares; 2025Q3: 85,556 shares; 2025Q4: 83,621 shares; 2026Q1: 81,397 shares; 2026Q2: 78,709 shares 78,709 $8.47M 6.33% -2,688 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,905 shares; 2024Q4: 111,709 shares; 2025Q1: 115,069 shares; 2025Q2: 105,617 shares; 2025Q3: 109,782 shares; 2025Q4: 115,901 shares; 2026Q1: 119,523 shares; 2026Q2: 122,837 shares 122,837 $8.3M 6.2% +3,314 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,672 shares; 2024Q4: 69,870 shares; 2025Q1: 60,611 shares; 2025Q2: 61,551 shares; 2025Q3: 62,325 shares; 2025Q4: 64,143 shares; 2026Q1: 64,390 shares; 2026Q2: 58,737 shares 58,737 $6.99M 5.22% -5,653 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,327 shares; 2024Q4: 47,493 shares; 2025Q1: 45,413 shares; 2025Q2: 46,699 shares; 2025Q3: 49,180 shares; 2025Q4: 51,975 shares; 2026Q1: 52,396 shares; 2026Q2: 52,080 shares 52,080 $4.97M 3.71% -316 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,582 shares; 2024Q4: 102,071 shares; 2025Q1: 102,322 shares; 2025Q2: 11,886 shares; 2025Q3: 24,698 shares; 2025Q4: 39,917 shares; 2026Q1: 45,543 shares; 2026Q2: 48,067 shares 48,067 $2.43M 1.82% +2,524 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,136 shares; 2025Q3: 11,928 shares; 2025Q4: 11,778 shares; 2026Q1: 11,505 shares; 2026Q2: 11,023 shares 11,023 $1.63M 1.22% -482 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF 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: 21,666 shares; 2026Q2: 25,758 shares 25,758 $1.35M 1.01% +4,092 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,508 shares; 2026Q1: 17,347 shares; 2026Q2: 21,115 shares 21,115 $1.1M 0.82% +3,768 Timeline XYLD 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: 20,164 shares; 2025Q3: 20,071 shares; 2025Q4: 19,886 shares; 2026Q1: 19,824 shares; 2026Q2: 19,184 shares 19,184 $783K 0.58% -640 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: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,889 shares; 2026Q1: 1,889 shares; 2026Q2: 1,889 shares 1,889 $639K 0.48% 0 Timeline USRT 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: 8,685 shares; 2025Q3: 8,641 shares; 2025Q4: 8,519 shares; 2026Q1: 8,446 shares; 2026Q2: 8,238 shares 8,238 $547K 0.41% -208 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,204 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares; 2026Q2: 1,204 shares 1,204 $512K 0.38% 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: 7,796 shares; 2025Q3: 7,731 shares; 2025Q4: 7,628 shares; 2026Q1: 7,584 shares; 2026Q2: 7,362 shares 7,362 $504K 0.38% -222 Timeline HYMB 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: 19,542 shares; 2025Q3: 19,290 shares; 2025Q4: 19,170 shares; 2026Q1: 19,141 shares; 2026Q2: 18,682 shares 18,682 $475K 0.36% -459 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,696 shares; 2025Q3: 14,599 shares; 2025Q4: 14,447 shares; 2026Q1: 14,276 shares; 2026Q2: 13,657 shares 13,657 $471K 0.35% -619 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: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,141 shares; 2025Q4: 2,141 shares; 2026Q1: 2,141 shares; 2026Q2: 2,166 shares 2,166 $433K 0.32% +25 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,782 shares; 2024Q4: 10,742 shares; 2025Q1: 11,142 shares; 2025Q2: 11,542 shares; 2025Q3: 54,742 shares; 2025Q4: 34,742 shares; 2026Q1: 29,742 shares; 2026Q2: 25,742 shares 25,742 $357K 0.27% -4,000 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,236 shares; 2025Q3: 10,143 shares; 2025Q4: 10,024 shares; 2026Q1: 9,971 shares; 2026Q2: 9,642 shares 9,642 $350K 0.26% -329 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: 1,011 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 934 shares; 2025Q4: 901 shares; 2026Q1: 901 shares; 2026Q2: 910 shares 910 $339K 0.25% +9 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: 692 shares; 2025Q3: 692 shares; 2025Q4: 684 shares; 2026Q1: 684 shares; 2026Q2: 684 shares 684 $280K 0.21% 0 Timeline VGIT 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: 8,467 shares; 2024Q4: 6,479 shares; 2025Q1: 5,376 shares; 2025Q2: 5,376 shares; 2025Q3: 5,367 shares; 2025Q4: 5,367 shares; 2026Q1: 4,343 shares; 2026Q2: 4,251 shares 4,251 $251K 0.19% -92 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,014 shares; 2024Q4: 7,861 shares; 2025Q1: 6,292 shares; 2025Q2: 6,292 shares; 2025Q3: 6,279 shares; 2025Q4: 6,279 shares; 2026Q1: 5,013 shares; 2026Q2: 4,905 shares 4,905 $248K 0.19% -108 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,095 shares 1,095 $226K 0.17% new Timeline