BIL 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: 87,921 shares; 2024Q4: 89,326 shares; 2025Q1: 144,797 shares; 2025Q2: 156,820 shares; 2025Q3: 167,851 shares; 2025Q4: 174,936 shares; 2026Q1: 166,107 shares; 2026Q2: 175,487 shares 175,487 $16.1M 5.09% +9,380 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: 38,660 shares; 2024Q4: 39,006 shares; 2025Q1: 38,813 shares; 2025Q2: 38,775 shares; 2025Q3: 42,024 shares; 2025Q4: 42,052 shares; 2026Q1: 42,115 shares; 2026Q2: 42,763 shares 42,763 $12.4M 3.92% +648 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: 58,386 shares; 2024Q4: 57,063 shares; 2025Q1: 53,147 shares; 2025Q2: 53,012 shares; 2025Q3: 52,700 shares; 2025Q4: 52,687 shares; 2026Q1: 52,494 shares; 2026Q2: 52,929 shares 52,929 $10.6M 3.35% +435 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: 25,177 shares; 2024Q4: 25,569 shares; 2025Q1: 22,623 shares; 2025Q2: 23,205 shares; 2025Q3: 24,222 shares; 2025Q4: 25,144 shares; 2026Q1: 25,489 shares; 2026Q2: 27,541 shares 27,541 $10.4M 3.3% +2,052 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: 31,971 shares; 2024Q4: 32,263 shares; 2025Q1: 31,374 shares; 2025Q2: 32,125 shares; 2025Q3: 38,063 shares; 2025Q4: 38,112 shares; 2026Q1: 38,329 shares; 2026Q2: 40,047 shares 40,047 $9.48M 3% +1,718 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,140 shares; 2024Q4: 52,085 shares; 2025Q1: 51,334 shares; 2025Q2: 52,726 shares; 2025Q3: 55,199 shares; 2025Q4: 55,328 shares; 2026Q1: 56,975 shares; 2026Q2: 57,830 shares 57,830 $9.14M 2.89% +855 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: 67,542 shares; 2024Q4: 93,923 shares; 2025Q1: 93,517 shares; 2025Q2: 100,323 shares; 2025Q3: 104,695 shares; 2025Q4: 110,632 shares; 2026Q1: 113,241 shares; 2026Q2: 123,116 shares 123,116 $7.26M 2.3% +9,875 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,893 shares; 2025Q2: 40,504 shares; 2025Q3: 49,518 shares; 2025Q4: 51,827 shares; 2026Q1: 53,010 shares; 2026Q2: 57,172 shares 57,172 $6.72M 2.13% +4,162 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: 17,731 shares; 2024Q4: 17,743 shares; 2025Q1: 17,828 shares; 2025Q2: 17,513 shares; 2025Q3: 17,505 shares; 2025Q4: 17,480 shares; 2026Q1: 17,620 shares; 2026Q2: 17,680 shares 17,680 $6.59M 2.09% +60 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: 14,166 shares; 2024Q4: 14,256 shares; 2025Q1: 15,035 shares; 2025Q2: 15,659 shares; 2025Q3: 16,273 shares; 2025Q4: 16,916 shares; 2026Q1: 17,412 shares; 2026Q2: 18,859 shares 18,859 $6.17M 1.96% +1,447 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,483 shares; 2024Q4: 33,063 shares; 2025Q1: 34,199 shares; 2025Q2: 35,247 shares; 2025Q3: 36,746 shares; 2025Q4: 37,639 shares; 2026Q1: 39,233 shares; 2026Q2: 42,611 shares 42,611 $5.41M 1.71% +3,378 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,338 shares; 2024Q4: 23,696 shares; 2025Q1: 24,833 shares; 2025Q2: 19,136 shares; 2025Q3: 19,876 shares; 2025Q4: 20,563 shares; 2026Q1: 20,997 shares; 2026Q2: 22,732 shares 22,732 $5.4M 1.71% +1,735 Timeline TLH 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: 44,845 shares; 2025Q1: 45,390 shares; 2025Q2: 47,829 shares; 2025Q3: 48,669 shares; 2025Q4: 48,950 shares; 2026Q1: 49,499 shares; 2026Q2: 50,841 shares 50,841 $5.1M 1.62% +1,342 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: 25,289 shares; 2024Q4: 26,105 shares; 2025Q1: 27,806 shares; 2025Q2: 29,413 shares; 2025Q3: 31,053 shares; 2025Q4: 32,595 shares; 2026Q1: 32,965 shares; 2026Q2: 36,258 shares 36,258 $5.07M 1.61% +3,293 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: 12,274 shares; 2024Q4: 12,223 shares; 2025Q1: 12,177 shares; 2025Q2: 11,964 shares; 2025Q3: 13,974 shares; 2025Q4: 13,823 shares; 2026Q1: 13,825 shares; 2026Q2: 14,162 shares 14,162 $5.06M 1.6% +337 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: 7,158 shares; 2024Q4: 6,912 shares; 2025Q1: 6,821 shares; 2025Q2: 6,684 shares; 2025Q3: 6,540 shares; 2025Q4: 6,414 shares; 2026Q1: 6,413 shares; 2026Q2: 6,698 shares 6,698 $5.01M 1.59% +285 Timeline TDIV 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: 37,176 shares; 2024Q4: 39,294 shares; 2025Q1: 39,225 shares; 2025Q2: 41,595 shares; 2025Q3: 42,366 shares; 2025Q4: 42,916 shares; 2026Q1: 43,307 shares; 2026Q2: 43,584 shares 43,584 $5.01M 1.59% +277 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,581 shares; 2024Q4: 84,689 shares; 2025Q1: 84,715 shares; 2025Q2: 87,737 shares; 2025Q3: 89,395 shares; 2025Q4: 91,691 shares; 2026Q1: 94,996 shares; 2026Q2: 100,935 shares 100,935 $4.61M 1.46% +5,939 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,283 shares; 2024Q4: 5,342 shares; 2025Q1: 5,435 shares; 2025Q2: 5,666 shares; 2025Q3: 5,837 shares; 2025Q4: 6,079 shares; 2026Q1: 6,026 shares; 2026Q2: 6,441 shares 6,441 $4.59M 1.46% +415 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: 3,480 shares; 2024Q4: 3,442 shares; 2025Q1: 13,209 shares; 2025Q2: 13,633 shares; 2025Q3: 14,769 shares; 2025Q4: 15,370 shares; 2026Q1: 15,940 shares; 2026Q2: 17,434 shares 17,434 $4.43M 1.4% +1,494 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: 8,417 shares; 2024Q4: 8,600 shares; 2025Q1: 9,069 shares; 2025Q2: 9,341 shares; 2025Q3: 9,877 shares; 2025Q4: 10,407 shares; 2026Q1: 10,928 shares; 2026Q2: 12,108 shares 12,108 $4.38M 1.39% +1,180 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: 7,929 shares; 2024Q4: 7,624 shares; 2025Q1: 7,304 shares; 2025Q2: 7,098 shares; 2025Q3: 7,078 shares; 2025Q4: 7,121 shares; 2026Q1: 7,186 shares; 2026Q2: 7,544 shares 7,544 $4.38M 1.39% +358 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,399 shares; 2024Q4: 59,254 shares; 2025Q1: 63,875 shares; 2025Q2: 68,242 shares; 2025Q3: 72,554 shares; 2025Q4: 76,426 shares; 2026Q1: 90,225 shares; 2026Q2: 96,936 shares 96,936 $4.1M 1.3% +6,711 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,649 shares; 2024Q4: 9,593 shares; 2025Q1: 9,972 shares; 2025Q2: 10,140 shares; 2025Q3: 10,549 shares; 2025Q4: 10,871 shares; 2026Q1: 14,888 shares; 2026Q2: 16,101 shares 16,101 $4.05M 1.28% +1,213 Timeline XLK 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: 11,378 shares; 2024Q4: 11,219 shares; 2025Q1: 10,892 shares; 2025Q2: 11,032 shares; 2025Q3: 11,038 shares; 2025Q4: 22,001 shares; 2026Q1: 21,188 shares; 2026Q2: 21,175 shares 21,175 $4.03M 1.28% -13 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,654 shares; 2024Q4: 132,640 shares; 2025Q1: 141,434 shares; 2025Q2: 147,939 shares; 2025Q3: 155,894 shares; 2025Q4: 164,008 shares; 2026Q1: 178,997 shares; 2026Q2: 193,846 shares 193,846 $4.01M 1.27% +14,849 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: 9,306 shares; 2024Q4: 9,226 shares; 2025Q1: 9,111 shares; 2025Q2: 8,861 shares; 2025Q3: 8,808 shares; 2025Q4: 9,106 shares; 2026Q1: 9,131 shares; 2026Q2: 9,358 shares 9,358 $3.94M 1.25% +227 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,209 shares; 2024Q4: 24,779 shares; 2025Q1: 26,927 shares; 2025Q2: 28,086 shares; 2025Q3: 29,590 shares; 2025Q4: 30,965 shares; 2026Q1: 31,046 shares; 2026Q2: 34,258 shares 34,258 $3.93M 1.25% +3,212 Timeline XLU 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: 25,146 shares; 2024Q4: 26,786 shares; 2025Q1: 34,171 shares; 2025Q2: 37,879 shares; 2025Q3: 38,753 shares; 2025Q4: 79,016 shares; 2026Q1: 80,252 shares; 2026Q2: 84,141 shares 84,141 $3.81M 1.21% +3,889 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: 40,765 shares; 2024Q4: 41,074 shares; 2025Q1: 26,649 shares; 2025Q2: 24,794 shares; 2025Q3: 25,422 shares; 2025Q4: 25,570 shares; 2026Q1: 25,409 shares; 2026Q2: 25,580 shares 25,580 $3.75M 1.19% +171 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: 17,091 shares; 2024Q4: 13,334 shares; 2025Q1: 13,947 shares; 2025Q2: 14,336 shares; 2025Q3: 15,188 shares; 2025Q4: 15,868 shares; 2026Q1: 12,448 shares; 2026Q2: 13,231 shares 13,231 $3.72M 1.18% +783 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: 12,402 shares; 2024Q4: 19,555 shares; 2025Q1: 21,042 shares; 2025Q2: 22,365 shares; 2025Q3: 23,716 shares; 2025Q4: 24,931 shares; 2026Q1: 26,374 shares; 2026Q2: 29,324 shares 29,324 $3.7M 1.17% +2,950 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: 12,182 shares; 2024Q4: 12,244 shares; 2025Q1: 12,348 shares; 2025Q2: 12,407 shares; 2025Q3: 12,409 shares; 2025Q4: 12,426 shares; 2026Q1: 12,534 shares; 2026Q2: 13,406 shares 13,406 $3.2M 1.01% +872 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 reported; 2024Q4: not reported; 2025Q1: 26,304 shares; 2025Q2: 27,658 shares; 2025Q3: 29,508 shares; 2025Q4: 31,183 shares; 2026Q1: 32,594 shares; 2026Q2: 36,282 shares 36,282 $3.14M 0.99% +3,688 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,302 shares; 2024Q4: 21,359 shares; 2025Q1: 23,355 shares; 2025Q2: 25,132 shares; 2025Q3: 26,591 shares; 2025Q4: 28,259 shares; 2026Q1: 30,143 shares; 2026Q2: 32,764 shares 32,764 $3.14M 0.99% +2,621 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,777 shares; 2024Q4: 16,347 shares; 2025Q1: 17,805 shares; 2025Q2: 18,676 shares; 2025Q3: 19,809 shares; 2025Q4: 20,917 shares; 2026Q1: 22,530 shares; 2026Q2: 24,627 shares 24,627 $3.12M 0.99% +2,097 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: 33,679 shares; 2024Q4: 33,074 shares; 2025Q1: 27,423 shares; 2025Q2: 27,926 shares; 2025Q3: 28,776 shares; 2025Q4: 24,270 shares; 2026Q1: 24,291 shares; 2026Q2: 25,264 shares 25,264 $2.97M 0.94% +973 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,787 shares; 2024Q4: 4,913 shares; 2025Q1: 5,283 shares; 2025Q2: 5,674 shares; 2025Q3: 6,150 shares; 2025Q4: 6,511 shares; 2026Q1: 6,991 shares; 2026Q2: 7,825 shares 7,825 $2.77M 0.88% +834 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: 12,115 shares; 2024Q4: 12,348 shares; 2025Q1: 12,673 shares; 2025Q2: 13,140 shares; 2025Q3: 14,539 shares; 2025Q4: 15,183 shares; 2026Q1: 15,324 shares; 2026Q2: 16,504 shares 16,504 $2.74M 0.87% +1,180 Timeline XLP 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: 20,558 shares; 2024Q4: 21,986 shares; 2025Q1: 22,146 shares; 2025Q2: 24,026 shares; 2025Q3: 24,628 shares; 2025Q4: 25,293 shares; 2026Q1: 29,070 shares; 2026Q2: 32,085 shares 32,085 $2.67M 0.84% +3,015 Timeline TGT TARGET CORP More: the full row for TARGET 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: 17,119 shares; 2026Q1: 18,529 shares; 2026Q2: 20,315 shares 20,315 $2.65M 0.84% +1,786 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,775 shares; 2024Q4: 35,929 shares; 2025Q1: 22,765 shares; 2025Q2: 22,889 shares; 2025Q3: 23,010 shares; 2025Q4: 23,127 shares; 2026Q1: 22,172 shares; 2026Q2: 22,306 shares 22,306 $2.62M 0.83% +134 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 2,650 shares; 2025Q1: 2,522 shares; 2025Q2: 2,629 shares; 2025Q3: 2,584 shares; 2025Q4: 18,321 shares; 2026Q1: 20,505 shares; 2026Q2: 22,850 shares 22,850 $2.46M 0.78% +2,345 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: 2,502 shares; 2024Q4: 2,581 shares; 2025Q1: 2,842 shares; 2025Q2: 3,292 shares; 2025Q3: 5,594 shares; 2025Q4: 5,758 shares; 2026Q1: 5,999 shares; 2026Q2: 6,842 shares 6,842 $2.42M 0.77% +843 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,849 shares; 2024Q4: 24,208 shares; 2025Q1: 23,506 shares; 2025Q2: 24,935 shares; 2025Q3: 25,771 shares; 2025Q4: 26,630 shares; 2026Q1: 27,260 shares; 2026Q2: 29,672 shares 29,672 $2.37M 0.75% +2,412 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,847 shares; 2024Q4: 78,095 shares; 2025Q1: 76,133 shares; 2025Q2: 81,735 shares; 2025Q3: 85,246 shares; 2025Q4: 87,449 shares; 2026Q1: 91,805 shares; 2026Q2: 93,020 shares 93,020 $2.26M 0.72% +1,215 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 29,192 shares 29,192 $2.23M 0.71% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,005 shares; 2024Q4: 6,861 shares; 2025Q1: 6,999 shares; 2025Q2: 6,407 shares; 2025Q3: 6,328 shares; 2025Q4: 6,604 shares; 2026Q1: 7,069 shares; 2026Q2: 7,347 shares 7,347 $2.23M 0.71% +278 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: 20,587 shares; 2024Q4: 20,178 shares; 2025Q1: 20,870 shares; 2025Q2: 21,013 shares; 2025Q3: 20,953 shares; 2025Q4: 22,230 shares; 2026Q1: 23,102 shares; 2026Q2: 24,466 shares 24,466 $2.15M 0.68% +1,364 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW 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: 55,314 shares; 2026Q2: 63,452 shares 63,452 $2.14M 0.68% +8,138 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 12,978 shares; 2026Q1: 13,627 shares; 2026Q2: 15,226 shares 15,226 $2.06M 0.65% +1,599 Timeline VCLT 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: 20,756 shares; 2024Q4: 22,188 shares; 2025Q1: 21,879 shares; 2025Q2: 23,844 shares; 2025Q3: 24,804 shares; 2025Q4: 25,815 shares; 2026Q1: 26,906 shares; 2026Q2: 27,363 shares 27,363 $2.06M 0.65% +457 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: 13,426 shares; 2024Q4: 12,979 shares; 2025Q1: 13,304 shares; 2025Q2: 12,789 shares; 2025Q3: 69,951 shares; 2025Q4: 74,030 shares; 2026Q1: 77,996 shares; 2026Q2: 85,339 shares 85,339 $2.05M 0.65% +7,343 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: 9,255 shares; 2024Q4: 9,201 shares; 2025Q1: 10,274 shares; 2025Q2: 10,871 shares; 2025Q3: 12,210 shares; 2025Q4: 12,790 shares; 2026Q1: 13,659 shares; 2026Q2: 15,007 shares 15,007 $2.03M 0.64% +1,348 Timeline VGSH 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: 8,556 shares; 2025Q1: 8,080 shares; 2025Q2: 12,637 shares; 2025Q3: 15,680 shares; 2025Q4: 21,846 shares; 2026Q1: 21,973 shares; 2026Q2: 34,544 shares 34,544 $2.01M 0.64% +12,571 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,398 shares; 2024Q4: 39,082 shares; 2025Q1: 40,016 shares; 2025Q2: 41,515 shares; 2025Q3: 43,661 shares; 2025Q4: 45,421 shares; 2026Q1: 45,785 shares; 2026Q2: 50,165 shares 50,165 $1.91M 0.61% +4,380 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,019 shares; 2024Q4: 20,499 shares; 2025Q1: 21,218 shares; 2025Q2: 21,963 shares; 2025Q3: 16,070 shares; 2025Q4: 16,463 shares; 2026Q1: 16,816 shares; 2026Q2: 19,124 shares 19,124 $1.88M 0.6% +2,308 Timeline XLRE 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: 25,734 shares; 2024Q4: 27,219 shares; 2025Q1: 27,104 shares; 2025Q2: 29,579 shares; 2025Q3: 30,137 shares; 2025Q4: 30,639 shares; 2026Q1: 31,845 shares; 2026Q2: 42,104 shares 42,104 $1.85M 0.59% +10,259 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,315 shares; 2024Q4: 18,632 shares; 2025Q1: 19,158 shares; 2025Q2: 20,195 shares; 2025Q3: 20,354 shares; 2025Q4: 21,549 shares; 2026Q1: 22,274 shares; 2026Q2: 23,555 shares 23,555 $1.79M 0.57% +1,281 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,085 shares; 2024Q4: 16,673 shares; 2025Q1: 16,567 shares; 2025Q2: 16,831 shares; 2025Q3: 16,801 shares; 2025Q4: 18,950 shares; 2026Q1: 19,261 shares; 2026Q2: 20,179 shares 20,179 $1.77M 0.56% +918 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: 1,654 shares; 2024Q4: 1,656 shares; 2025Q1: 1,658 shares; 2025Q2: 1,660 shares; 2025Q3: 1,661 shares; 2025Q4: 1,662 shares; 2026Q1: 1,611 shares; 2026Q2: 1,577 shares 1,577 $1.68M 0.53% -34 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: 4,951 shares; 2024Q4: 4,952 shares; 2025Q1: 4,364 shares; 2025Q2: 4,457 shares; 2025Q3: 4,270 shares; 2025Q4: 4,347 shares; 2026Q1: 4,487 shares; 2026Q2: 5,328 shares 5,328 $1.62M 0.51% +841 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,018 shares; 2024Q4: 6,182 shares; 2025Q1: 6,611 shares; 2025Q2: 6,944 shares; 2025Q3: 6,967 shares; 2025Q4: 7,087 shares; 2026Q1: 7,123 shares; 2026Q2: 7,571 shares 7,571 $1.58M 0.5% +448 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,173 shares; 2024Q4: 1,173 shares; 2025Q1: 1,177 shares; 2025Q2: 1,217 shares; 2025Q3: 1,216 shares; 2025Q4: 1,230 shares; 2026Q1: 1,260 shares; 2026Q2: 1,375 shares 1,375 $1.56M 0.49% +115 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,029 shares; 2024Q4: 8,034 shares; 2025Q1: 8,039 shares; 2025Q2: 8,043 shares; 2025Q3: 8,046 shares; 2025Q4: 8,050 shares; 2026Q1: 8,054 shares; 2026Q2: 8,059 shares 8,059 $1.47M 0.46% +5 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: 956 shares; 2024Q4: 989 shares; 2025Q1: 1,051 shares; 2025Q2: 1,155 shares; 2025Q3: 1,141 shares; 2025Q4: 1,170 shares; 2026Q1: 1,197 shares; 2026Q2: 1,356 shares 1,356 $1.37M 0.43% +159 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: 22,318 shares; 2024Q4: 22,648 shares; 2025Q1: 22,109 shares; 2025Q2: 23,517 shares; 2025Q3: 23,661 shares; 2025Q4: 23,972 shares; 2026Q1: 23,811 shares; 2026Q2: 23,799 shares 23,799 $1.28M 0.4% -12 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: 3,836 shares; 2024Q4: 3,171 shares; 2025Q1: 2,803 shares; 2025Q2: 2,864 shares; 2025Q3: 2,887 shares; 2025Q4: 2,907 shares; 2026Q1: 3,423 shares; 2026Q2: 3,459 shares 3,459 $1.22M 0.39% +36 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: 27,052 shares; 2024Q4: 27,112 shares; 2025Q1: 26,897 shares; 2025Q2: 27,023 shares; 2025Q3: 32,206 shares; 2025Q4: 32,322 shares; 2026Q1: 32,537 shares; 2026Q2: 32,653 shares 32,653 $1.2M 0.38% +116 Timeline SPSM 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: 15,842 shares; 2024Q4: 15,917 shares; 2025Q1: 16,192 shares; 2025Q2: 18,352 shares; 2025Q3: 17,910 shares; 2025Q4: 18,821 shares; 2026Q1: 19,218 shares; 2026Q2: 20,122 shares 20,122 $1.16M 0.37% +904 Timeline SPMD 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: 12,976 shares; 2024Q4: 12,915 shares; 2025Q1: 13,232 shares; 2025Q2: 14,507 shares; 2025Q3: 14,489 shares; 2025Q4: 15,334 shares; 2026Q1: 15,898 shares; 2026Q2: 16,728 shares 16,728 $1.13M 0.36% +830 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: 1,256 shares; 2025Q4: 1,477 shares; 2026Q1: 1,478 shares; 2026Q2: 1,626 shares 1,626 $1.12M 0.35% +148 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: 1,979 shares; 2024Q4: 1,959 shares; 2025Q1: 1,838 shares; 2025Q2: 1,928 shares; 2025Q3: 1,932 shares; 2025Q4: 1,903 shares; 2026Q1: 1,616 shares; 2026Q2: 1,689 shares 1,689 $1.11M 0.35% +73 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: 2,980 shares; 2024Q4: 2,981 shares; 2025Q1: 2,981 shares; 2025Q2: 2,982 shares; 2025Q3: 2,982 shares; 2025Q4: 3,244 shares; 2026Q1: 3,246 shares; 2026Q2: 3,247 shares 3,247 $971K 0.31% +1 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: 1,843 shares; 2024Q4: 1,742 shares; 2025Q1: 1,673 shares; 2025Q2: 1,512 shares; 2025Q3: 1,328 shares; 2025Q4: 1,320 shares; 2026Q1: 1,304 shares; 2026Q2: 1,298 shares 1,298 $957K 0.3% -6 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: 854 shares; 2024Q4: 842 shares; 2025Q1: 857 shares; 2025Q2: 891 shares; 2025Q3: 865 shares; 2025Q4: 877 shares; 2026Q1: 897 shares; 2026Q2: 999 shares 999 $935K 0.3% +102 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: 15,254 shares; 2024Q4: 31,460 shares; 2025Q1: 29,427 shares; 2025Q2: 31,198 shares; 2025Q3: 29,088 shares; 2025Q4: 31,268 shares; 2026Q1: 31,792 shares; 2026Q2: 33,473 shares 33,473 $927K 0.29% +1,681 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,356 shares; 2024Q4: 2,387 shares; 2025Q1: 2,392 shares; 2025Q2: 2,486 shares; 2025Q3: 2,480 shares; 2025Q4: 2,507 shares; 2026Q1: 2,559 shares; 2026Q2: 2,679 shares 2,679 $915K 0.29% +120 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,340 shares; 2025Q4: 13,932 shares; 2026Q1: 14,097 shares; 2026Q2: 15,648 shares 15,648 $892K 0.28% +1,551 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,017 shares; 2024Q4: 3,017 shares; 2025Q1: 2,988 shares; 2025Q2: 2,988 shares; 2025Q3: 2,991 shares; 2025Q4: 2,994 shares; 2026Q1: 2,997 shares; 2026Q2: 3,080 shares 3,080 $838K 0.27% +83 Timeline BIZD 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: 50,558 shares; 2024Q4: 54,588 shares; 2025Q1: 54,280 shares; 2025Q2: 58,587 shares; 2025Q3: 60,575 shares; 2025Q4: 62,797 shares; 2026Q1: 63,787 shares; 2026Q2: 65,210 shares 65,210 $826K 0.26% +1,423 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: 4,528 shares; 2024Q4: 4,391 shares; 2025Q1: 4,394 shares; 2025Q2: 4,397 shares; 2025Q3: 4,400 shares; 2025Q4: 4,403 shares; 2026Q1: 4,406 shares; 2026Q2: 4,409 shares 4,409 $815K 0.26% +3 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: 29,965 shares; 2024Q4: 30,797 shares; 2025Q1: 29,110 shares; 2025Q2: 28,689 shares; 2025Q3: 30,332 shares; 2025Q4: 30,870 shares; 2026Q1: 32,887 shares; 2026Q2: 33,379 shares 33,379 $809K 0.26% +492 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH 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: 1,715 shares; 2026Q1: 1,723 shares; 2026Q2: 1,941 shares 1,941 $807K 0.26% +218 Timeline VGLT 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: 48,363 shares; 2024Q4: 16,068 shares; 2025Q1: 13,443 shares; 2025Q2: 10,796 shares; 2025Q3: 11,180 shares; 2025Q4: 13,829 shares; 2026Q1: 14,512 shares; 2026Q2: 14,471 shares 14,471 $799K 0.25% -41 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,153 shares; 2024Q4: 6,405 shares; 2025Q1: 6,407 shares; 2025Q2: 6,409 shares; 2025Q3: 6,411 shares; 2025Q4: 6,413 shares; 2026Q1: 6,415 shares; 2026Q2: 6,416 shares 6,416 $779K 0.25% +1 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,127 shares; 2024Q4: 9,402 shares; 2025Q1: 8,968 shares; 2025Q2: 9,103 shares; 2025Q3: 9,140 shares; 2025Q4: 9,106 shares; 2026Q1: 9,261 shares; 2026Q2: 12,325 shares 12,325 $767K 0.24% +3,064 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694 shares; 2024Q4: 675 shares; 2025Q1: 676 shares; 2025Q2: 1,422 shares; 2025Q3: 1,448 shares; 2025Q4: 1,457 shares; 2026Q1: 1,354 shares; 2026Q2: 1,353 shares 1,353 $762K 0.24% -1 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,655 shares; 2025Q1: 6,597 shares; 2025Q2: 6,522 shares; 2025Q3: 6,372 shares; 2025Q4: 6,535 shares; 2026Q1: 6,759 shares; 2026Q2: 7,406 shares 7,406 $754K 0.24% +647 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: 3,329 shares; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 3,322 shares; 2025Q3: 3,322 shares; 2025Q4: 3,322 shares; 2026Q1: 3,322 shares; 2026Q2: 3,322 shares 3,322 $749K 0.24% 0 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: 9,784 shares; 2024Q4: 9,906 shares; 2025Q1: 2,701 shares; 2025Q2: 2,702 shares; 2025Q3: 2,686 shares; 2025Q4: 2,688 shares; 2026Q1: 2,567 shares; 2026Q2: 2,464 shares 2,464 $735K 0.23% -103 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: 2,460 shares; 2025Q4: 3,574 shares; 2026Q1: 3,475 shares; 2026Q2: 3,279 shares 3,279 $715K 0.23% -196 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: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,056 shares; 2025Q2: 2,056 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares; 2026Q2: 2,058 shares 2,058 $696K 0.22% +1 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,055 shares; 2024Q4: 5,838 shares; 2025Q1: 5,860 shares; 2025Q2: 5,938 shares; 2025Q3: 5,997 shares; 2025Q4: 6,117 shares; 2026Q1: 6,143 shares; 2026Q2: 6,933 shares 6,933 $670K 0.21% +790 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: 7,656 shares; 2024Q4: 7,648 shares; 2025Q1: 7,863 shares; 2025Q2: 7,869 shares; 2025Q3: 7,815 shares; 2025Q4: 7,829 shares; 2026Q1: 7,829 shares; 2026Q2: 7,860 shares 7,860 $643K 0.2% +31 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,830 shares; 2026Q2: 2,190 shares 2,190 $641K 0.2% +360 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: 2,570 shares; 2024Q4: 2,514 shares; 2025Q1: 2,369 shares; 2025Q2: 2,018 shares; 2025Q3: 1,898 shares; 2025Q4: 1,902 shares; 2026Q1: 1,941 shares; 2026Q2: 7,814 shares 7,814 $630K 0.2% +5,873 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,662 shares; 2024Q4: 5,448 shares; 2025Q1: 5,339 shares; 2025Q2: 5,854 shares; 2025Q3: 5,854 shares; 2025Q4: 5,781 shares; 2026Q1: 4,165 shares; 2026Q2: 5,973 shares 5,973 $627K 0.2% +1,808 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,404 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $605K 0.19% 0 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: 1,348 shares; 2024Q4: 1,341 shares; 2025Q1: 1,366 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,348 shares; 2026Q1: 1,308 shares; 2026Q2: 1,168 shares 1,168 $584K 0.19% -140 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: 4,742 shares; 2024Q4: 5,158 shares; 2025Q1: 5,030 shares; 2025Q2: 5,040 shares; 2025Q3: 4,945 shares; 2025Q4: 5,045 shares; 2026Q1: 5,048 shares; 2026Q2: 5,056 shares 5,056 $573K 0.18% +8 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: 1,116 shares; 2024Q4: 1,128 shares; 2025Q1: 1,120 shares; 2025Q2: 1,100 shares; 2025Q3: 1,092 shares; 2025Q4: 1,051 shares; 2026Q1: 1,059 shares; 2026Q2: 1,042 shares 1,042 $535K 0.17% -17 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,738 shares; 2024Q4: 3,832 shares; 2025Q1: 3,833 shares; 2025Q2: 3,779 shares; 2025Q3: 3,779 shares; 2025Q4: 3,779 shares; 2026Q1: 3,779 shares; 2026Q2: 3,879 shares 3,879 $531K 0.17% +100 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,889 shares; 2024Q4: 49,573 shares; 2025Q1: 45,674 shares; 2025Q2: 42,125 shares; 2025Q3: 42,654 shares; 2025Q4: 42,421 shares; 2026Q1: 42,652 shares; 2026Q2: 40,681 shares 40,681 $521K 0.16% -1,971 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,808 shares; 2024Q4: 6,966 shares; 2025Q1: 6,973 shares; 2025Q2: 6,979 shares; 2025Q3: 7,045 shares; 2025Q4: 7,051 shares; 2026Q1: 7,057 shares; 2026Q2: 7,063 shares 7,063 $511K 0.16% +6 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: 5,130 shares; 2024Q4: 5,131 shares; 2025Q1: 5,132 shares; 2025Q2: 5,133 shares; 2025Q3: 5,133 shares; 2025Q4: 5,135 shares; 2026Q1: 5,137 shares; 2026Q2: 5,140 shares 5,140 $466K 0.15% +3 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares; 2026Q1: 2,505 shares; 2026Q2: 2,505 shares 2,505 $466K 0.15% 0 Timeline XLY 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: 2,286 shares; 2024Q4: 2,308 shares; 2025Q1: 2,184 shares; 2025Q2: 2,333 shares; 2025Q3: 2,336 shares; 2025Q4: 4,656 shares; 2026Q1: 3,720 shares; 2026Q2: 3,892 shares 3,892 $456K 0.14% +172 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,174 shares; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares; 2026Q2: 2,164 shares 2,164 $434K 0.14% -10 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: 4,759 shares; 2026Q2: 4,956 shares 4,956 $424K 0.13% +197 Timeline INTC INTEL CORP More: the full row for INTEL 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: 3,001 shares 3,001 $419K 0.13% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,090 shares; 2024Q4: 3,761 shares; 2025Q1: 3,769 shares; 2025Q2: 3,777 shares; 2025Q3: 3,785 shares; 2025Q4: 3,793 shares; 2026Q1: 3,803 shares; 2026Q2: 3,812 shares 3,812 $411K 0.13% +9 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,254 shares; 2024Q4: 12,923 shares; 2025Q1: 12,513 shares; 2025Q2: 12,680 shares; 2025Q3: 12,447 shares; 2025Q4: 12,651 shares; 2026Q1: 13,436 shares; 2026Q2: 13,280 shares 13,280 $405K 0.13% -156 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795 shares; 2024Q4: 768 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 769 shares 769 $402K 0.13% +9 Timeline GLW CORNING INC More: the full row for CORNING 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: 1,536 shares; 2026Q2: 1,536 shares 1,536 $392K 0.12% 0 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: 1,492 shares; 2024Q4: 1,493 shares; 2025Q1: 3,044 shares; 2025Q2: 1,446 shares; 2025Q3: 1,385 shares; 2025Q4: 1,387 shares; 2026Q1: 1,439 shares; 2026Q2: 1,440 shares 1,440 $389K 0.12% +1 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: 1,751 shares; 2024Q4: 1,752 shares; 2025Q1: 1,754 shares; 2025Q2: 1,721 shares; 2025Q3: 1,722 shares; 2025Q4: 1,724 shares; 2026Q1: 1,716 shares; 2026Q2: 1,718 shares 1,718 $383K 0.12% +2 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD 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: 4,942 shares; 2026Q2: 5,920 shares 5,920 $375K 0.12% +978 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,339 shares; 2024Q4: 11,319 shares; 2025Q1: 10,780 shares; 2025Q2: 9,266 shares; 2025Q3: 9,166 shares; 2025Q4: 9,089 shares; 2026Q1: 7,129 shares; 2026Q2: 11,683 shares 11,683 $369K 0.12% +4,554 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,571 shares; 2025Q3: 9,160 shares; 2025Q4: 6,235 shares; 2026Q1: 6,553 shares; 2026Q2: 7,393 shares 7,393 $369K 0.12% +840 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,953 shares; 2025Q1: 1,954 shares; 2025Q2: 1,995 shares; 2025Q3: 1,995 shares; 2025Q4: 1,975 shares; 2026Q1: 1,976 shares; 2026Q2: 1,977 shares 1,977 $355K 0.11% +1 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,667 shares; 2024Q4: 3,524 shares; 2025Q1: 3,703 shares; 2025Q2: 3,733 shares; 2025Q3: 3,764 shares; 2025Q4: 3,805 shares; 2026Q1: 3,940 shares; 2026Q2: 3,974 shares 3,974 $343K 0.11% +34 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,901 shares 3,901 $336K 0.11% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,196 shares; 2024Q4: 32,358 shares; 2025Q1: 34,139 shares; 2025Q2: 35,650 shares; 2025Q3: 5,928 shares; 2025Q4: 5,726 shares; 2026Q1: 5,726 shares; 2026Q2: 5,727 shares 5,727 $330K 0.1% +1 Timeline DBEF 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: 6,136 shares; 2024Q4: 6,000 shares; 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 $328K 0.1% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,774 shares; 2024Q4: 2,789 shares; 2025Q1: 2,800 shares; 2025Q2: 2,816 shares; 2025Q3: 2,831 shares; 2025Q4: 2,847 shares; 2026Q1: 2,859 shares; 2026Q2: 2,875 shares 2,875 $327K 0.1% +16 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: 490 shares; 2024Q4: 615 shares; 2025Q1: 549 shares; 2025Q2: 474 shares; 2025Q3: 493 shares; 2025Q4: 473 shares; 2026Q1: 431 shares; 2026Q2: 432 shares 432 $324K 0.1% +1 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: 2,848 shares; 2025Q3: 3,207 shares; 2025Q4: 3,215 shares; 2026Q1: 3,286 shares; 2026Q2: 3,467 shares 3,467 $323K 0.1% +181 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC 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: 659 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $315K 0.1% 0 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: 17,578 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,405 shares; 2026Q1: 2,404 shares; 2026Q2: 2,404 shares 2,404 $310K 0.1% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 2,427 shares 2,427 $290K 0.09% +2,124 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,082 shares; 2024Q4: 27,108 shares; 2025Q1: 26,941 shares; 2025Q2: 23,701 shares; 2025Q3: 23,144 shares; 2025Q4: 23,856 shares; 2026Q1: 22,602 shares; 2026Q2: 22,626 shares 22,626 $287K 0.09% +24 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613 shares; 2024Q4: 1,263 shares; 2025Q1: 1,179 shares; 2025Q2: 864 shares; 2025Q3: 873 shares; 2025Q4: 873 shares; 2026Q1: 822 shares; 2026Q2: 772 shares 772 $284K 0.09% -50 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN 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: 23,814 shares; 2026Q2: 23,889 shares 23,889 $284K 0.09% +75 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: 758 shares; 2024Q4: 759 shares; 2025Q1: not reported; 2025Q2: 658 shares; 2025Q3: 659 shares; 2025Q4: 660 shares; 2026Q1: 661 shares; 2026Q2: 662 shares 662 $282K 0.09% +1 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,433 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,973 shares; 2025Q4: 1,975 shares; 2026Q1: 1,977 shares; 2026Q2: 2,048 shares 2,048 $280K 0.09% +71 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,982 shares; 2024Q4: 10,888 shares; 2025Q1: 10,891 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,074 shares; 2026Q2: 24,130 shares 24,130 $280K 0.09% +56 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,284 shares; 2025Q4: 1,286 shares; 2026Q1: 1,287 shares; 2026Q2: 1,464 shares 1,464 $278K 0.09% +177 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,933 shares; 2024Q4: 1,934 shares; 2025Q1: 1,934 shares; 2025Q2: 1,924 shares; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares; 2026Q1: 1,925 shares; 2026Q2: 1,925 shares 1,925 $276K 0.09% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,383 shares; 2026Q2: 1,387 shares 1,387 $272K 0.09% +4 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 135 shares 135 $269K 0.09% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,995 shares; 2024Q4: 15,602 shares; 2025Q1: 14,079 shares; 2025Q2: 10,484 shares; 2025Q3: 10,467 shares; 2025Q4: 10,599 shares; 2026Q1: 8,764 shares; 2026Q2: 7,998 shares 7,998 $266K 0.08% -766 Timeline GDX 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: 5,602 shares; 2024Q4: not reported; 2025Q1: 5,615 shares; 2025Q2: 5,365 shares; 2025Q3: 5,365 shares; 2025Q4: 5,273 shares; 2026Q1: 3,664 shares; 2026Q2: 3,464 shares 3,464 $261K 0.08% -200 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: 203 shares; 2026Q1: not reported; 2026Q2: 203 shares 203 $244K 0.08% 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: 760 shares 760 $229K 0.07% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,986 shares; 2024Q4: 17,717 shares; 2025Q1: 18,366 shares; 2025Q2: 19,340 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,572 shares; 2026Q2: 2,573 shares 2,573 $224K 0.07% +1 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN 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: 429 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $219K 0.07% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 1,908 shares; 2026Q2: 1,908 shares 1,908 $214K 0.07% 0 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: 282 shares; 2024Q4: 282 shares; 2025Q1: 691 shares; 2025Q2: 866 shares; 2025Q3: 863 shares; 2025Q4: 8,664 shares; 2026Q1: 8,918 shares; 2026Q2: 2,959 shares 2,959 $211K 0.07% -5,959 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: 433 shares; 2024Q4: 398 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares; 2026Q2: 419 shares 419 $210K 0.07% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 2,689 shares; 2025Q1: 2,650 shares; 2025Q2: 1,293 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares; 2026Q1: not reported; 2026Q2: 1,102 shares 1,102 $210K 0.07% new Timeline SDY 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: 1,385 shares; 2026Q2: 1,336 shares 1,336 $203K 0.06% -49 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 3,594 shares 3,594 $202K 0.06% new Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,618 shares; 2024Q4: 31,679 shares; 2025Q1: 31,726 shares; 2025Q2: 29,031 shares; 2025Q3: 29,074 shares; 2025Q4: 29,156 shares; 2026Q1: 29,222 shares; 2026Q2: 29,295 shares 29,295 $180K 0.06% +73 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,736 shares; 2024Q4: 16,951 shares; 2025Q1: 16,731 shares; 2025Q2: 14,376 shares; 2025Q3: 13,846 shares; 2025Q4: 14,748 shares; 2026Q1: 15,048 shares; 2026Q2: 15,048 shares 15,048 $159K 0.05% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 10,963 shares; 2026Q1: 11,266 shares; 2026Q2: 11,432 shares 11,432 $125K 0.04% +166 Timeline HOWL WEREWOLF THERAPEUTICS INC More: the full row for WEREWOLF THERAPEUTICS 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: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 11,000 shares 11,000 $3.96K <0.01% -1,000 Timeline