DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,845,593 shares; 2024Q4: 5,665,965 shares; 2025Q1: 5,464,845 shares; 2025Q2: 5,443,674 shares; 2025Q3: 5,399,322 shares; 2025Q4: 5,424,190 shares; 2026Q1: 5,466,368 shares; 2026Q2: 5,478,280 shares 5,478,280 $255M 49.95% +11,912 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689,267 shares; 2024Q4: 674,961 shares; 2025Q1: 1,290,317 shares; 2025Q2: 1,289,696 shares; 2025Q3: 1,283,682 shares; 2025Q4: 1,298,565 shares; 2026Q1: 1,311,614 shares; 2026Q2: 1,317,557 shares 1,317,557 $55M 10.75% +5,943 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494,726 shares; 2024Q4: 473,728 shares; 2025Q1: 457,565 shares; 2025Q2: 448,953 shares; 2025Q3: 447,083 shares; 2025Q4: 465,027 shares; 2026Q1: 431,483 shares; 2026Q2: 448,251 shares 448,251 $36.7M 7.18% +16,768 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,028 shares; 2024Q4: 428,747 shares; 2025Q1: 502,884 shares; 2025Q2: 563,574 shares; 2025Q3: 575,923 shares; 2025Q4: 622,843 shares; 2026Q1: 687,039 shares; 2026Q2: 696,213 shares 696,213 $30.9M 6.04% +9,174 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632,446 shares; 2024Q4: 626,431 shares; 2025Q1: 623,791 shares; 2025Q2: 630,891 shares; 2025Q3: 635,916 shares; 2025Q4: 652,952 shares; 2026Q1: 657,521 shares; 2026Q2: 658,005 shares 658,005 $25.5M 4.99% +484 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,070 shares; 2024Q4: 404,606 shares; 2025Q1: 380,140 shares; 2025Q2: 373,206 shares; 2025Q3: 361,180 shares; 2025Q4: 355,427 shares; 2026Q1: 350,032 shares; 2026Q2: 349,466 shares 349,466 $15.8M 3.08% -566 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,075 shares; 2024Q4: 209,281 shares; 2025Q1: 264,877 shares; 2025Q2: 264,639 shares; 2025Q3: 262,145 shares; 2025Q4: 263,432 shares; 2026Q1: 260,449 shares; 2026Q2: 256,769 shares 256,769 $12.6M 2.45% -3,680 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: 39,510 shares; 2024Q4: 27,056 shares; 2025Q1: 23,612 shares; 2025Q2: 23,855 shares; 2025Q3: 21,216 shares; 2025Q4: 21,651 shares; 2026Q1: 23,919 shares; 2026Q2: 32,396 shares 32,396 $12.1M 2.36% +8,477 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: 32,845 shares; 2024Q4: 12,166 shares; 2025Q1: 8,092 shares; 2025Q2: 8,395 shares; 2025Q3: 8,304 shares; 2025Q4: 31,210 shares; 2026Q1: 9,574 shares; 2026Q2: 32,654 shares 32,654 $9.45M 1.85% +23,080 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: 10,336 shares; 2024Q4: 9,987 shares; 2025Q1: 8,738 shares; 2025Q2: 8,667 shares; 2025Q3: 8,631 shares; 2025Q4: 9,932 shares; 2026Q1: 8,517 shares; 2026Q2: 9,935 shares 9,935 $7.32M 1.43% +1,418 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,598 shares; 2024Q4: 4,673 shares; 2025Q1: 4,029 shares; 2025Q2: 4,042 shares; 2025Q3: 4,046 shares; 2025Q4: 4,693 shares; 2026Q1: 4,176 shares; 2026Q2: 4,336 shares 4,336 $5.01M 0.98% +160 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,391 shares; 2024Q4: 95,809 shares; 2025Q1: 89,430 shares; 2025Q2: 90,436 shares; 2025Q3: 84,991 shares; 2025Q4: 87,761 shares; 2026Q1: 93,322 shares; 2026Q2: 87,483 shares 87,483 $4.52M 0.88% -5,839 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 107,404 shares; 2025Q1: 107,404 shares; 2025Q2: 182,925 shares; 2025Q3: 182,925 shares; 2025Q4: 182,925 shares; 2026Q1: not reported; 2026Q2: 182,925 shares 182,925 $2.68M 0.52% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,554 shares; 2024Q4: 90,795 shares; 2025Q1: 57,955 shares; 2025Q2: 64,225 shares; 2025Q3: 64,236 shares; 2025Q4: 74,405 shares; 2026Q1: 73,167 shares; 2026Q2: 72,393 shares 72,393 $2.67M 0.52% -774 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: 9,155 shares; 2024Q4: 6,086 shares; 2025Q1: 5,200 shares; 2025Q2: 5,668 shares; 2025Q3: 5,168 shares; 2025Q4: 7,025 shares; 2026Q1: 5,744 shares; 2026Q2: 10,800 shares 10,800 $2.57M 0.5% +5,056 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,678 shares; 2024Q4: 8,682 shares; 2025Q1: 3,947 shares; 2025Q2: 4,362 shares; 2025Q3: 3,165 shares; 2025Q4: 21,334 shares; 2026Q1: 6,440 shares; 2026Q2: 22,367 shares 22,367 $2.29M 0.45% +15,927 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: 1,346 shares; 2024Q4: 1,243 shares; 2025Q1: 1,631 shares; 2025Q2: 2,191 shares; 2025Q3: 2,189 shares; 2025Q4: 2,472 shares; 2026Q1: 3,145 shares; 2026Q2: 2,988 shares 2,988 $2.05M 0.4% -157 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: 1,722 shares; 2024Q4: 981 shares; 2025Q1: 1,057 shares; 2025Q2: 1,722 shares; 2025Q3: 1,526 shares; 2025Q4: 2,110 shares; 2026Q1: 1,523 shares; 2026Q2: 2,204 shares 2,204 $1.65M 0.32% +681 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: 2,316 shares; 2024Q4: 669 shares; 2025Q1: 855 shares; 2025Q2: 1,400 shares; 2025Q3: 1,402 shares; 2025Q4: 1,628 shares; 2026Q1: 1,601 shares; 2026Q2: 1,706 shares 1,706 $1.6M 0.31% +105 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,381 shares; 2024Q4: 7,022 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,445 shares; 2026Q1: not reported; 2026Q2: 6,547 shares 6,547 $1.44M 0.28% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,584 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,584 shares; 2026Q1: not reported; 2026Q2: 3,595 shares 3,595 $1.35M 0.26% new 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: 4,447 shares; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,373 shares; 2026Q1: not reported; 2026Q2: 2,386 shares 2,386 $1.19M 0.23% new 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: 2,673 shares; 2024Q4: 1,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,041 shares; 2025Q4: 1,354 shares; 2026Q1: 2,564 shares; 2026Q2: 2,969 shares 2,969 $1.06M 0.21% +405 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,519 shares; 2025Q4: 1,527 shares; 2026Q1: 1,959 shares; 2026Q2: 2,600 shares 2,600 $962K 0.19% +641 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: 631 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,772 shares; 2025Q3: 1,764 shares; 2025Q4: 1,876 shares; 2026Q1: 1,754 shares; 2026Q2: 7,464 shares 7,464 $927K 0.18% +5,710 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,411 shares; 2024Q4: 32,140 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,140 shares; 2026Q1: not reported; 2026Q2: 32,140 shares 32,140 $798K 0.16% new 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: 2,540 shares; 2024Q4: 2,297 shares; 2025Q1: not reported; 2025Q2: 1,966 shares; 2025Q3: 1,966 shares; 2025Q4: 2,800 shares; 2026Q1: 2,714 shares; 2026Q2: 3,961 shares 3,961 $793K 0.15% +1,247 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: 546 shares; 2024Q4: 653 shares; 2025Q1: 685 shares; 2025Q2: 1,053 shares; 2025Q3: 1,143 shares; 2025Q4: 1,256 shares; 2026Q1: 1,274 shares; 2026Q2: 8,997 shares 8,997 $775K 0.15% +7,723 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: 1,660 shares; 2024Q4: 1,645 shares; 2025Q1: 1,583 shares; 2025Q2: 2,031 shares; 2025Q3: 2,034 shares; 2025Q4: 1,615 shares; 2026Q1: 2,093 shares; 2026Q2: 1,806 shares 1,806 $760K 0.15% -287 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: 1,070 shares; 2024Q4: 1,274 shares; 2025Q1: 1,278 shares; 2025Q2: 700 shares; 2025Q3: not reported; 2025Q4: 1,324 shares; 2026Q1: 1,836 shares; 2026Q2: 2,479 shares 2,479 $697K 0.14% +643 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 904 shares; 2025Q4: 3,418 shares; 2026Q1: 3,422 shares; 2026Q2: 3,567 shares 3,567 $680K 0.13% +145 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: 1,507 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,329 shares; 2026Q2: 1,839 shares 1,839 $650K 0.13% +510 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: 1,754 shares; 2024Q4: not reported; 2025Q1: 669 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,225 shares; 2026Q2: 1,229 shares 1,229 $642K 0.13% +4 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: 658 shares; 2025Q1: 659 shares; 2025Q2: 664 shares; 2025Q3: 703 shares; 2025Q4: 666 shares; 2026Q1: 662 shares; 2026Q2: 5,344 shares 5,344 $639K 0.12% +4,682 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: 2,470 shares; 2025Q4: 2,475 shares; 2026Q1: 2,529 shares; 2026Q2: 2,482 shares 2,482 $634K 0.12% -47 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares; 2026Q2: 509 shares 509 $610K 0.12% +104 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: 10,101 shares 10,101 $569K 0.11% new 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: 2,822 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,226 shares; 2026Q2: 3,780 shares 3,780 $517K 0.1% +1,554 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares; 2026Q2: 10,400 shares 10,400 $497K 0.1% 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: 645 shares; 2026Q1: 910 shares; 2026Q2: 1,107 shares 1,107 $418K 0.08% +197 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: 1,817 shares; 2024Q4: 1,796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,317 shares; 2026Q1: not reported; 2026Q2: 2,050 shares 2,050 $371K 0.07% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,062 shares; 2026Q2: 1,107 shares 1,107 $362K 0.07% +45 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,303 shares; 2024Q4: 1,268 shares; 2025Q1: not reported; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 1,496 shares; 2026Q1: 1,275 shares; 2026Q2: 1,640 shares 1,640 $355K 0.07% +365 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,800 shares; 2024Q4: 11,663 shares; 2025Q1: 9,318 shares; 2025Q2: 9,103 shares; 2025Q3: 8,733 shares; 2025Q4: 8,245 shares; 2026Q1: 7,945 shares; 2026Q2: 8,010 shares 8,010 $354K 0.07% +65 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT 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: 15,618 shares; 2025Q4: 16,219 shares; 2026Q1: 15,790 shares; 2026Q2: 15,790 shares 15,790 $353K 0.07% 0 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: 4,367 shares; 2024Q4: 2,772 shares; 2025Q1: not reported; 2025Q2: 2,776 shares; 2025Q3: 2,780 shares; 2025Q4: 2,784 shares; 2026Q1: 2,788 shares; 2026Q2: 2,791 shares 2,791 $332K 0.06% +3 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,644 shares; 2024Q4: 10,757 shares; 2025Q1: 12,162 shares; 2025Q2: 14,612 shares; 2025Q3: 14,765 shares; 2025Q4: 14,964 shares; 2026Q1: 11,375 shares; 2026Q2: 16,508 shares 16,508 $322K 0.06% +5,133 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: 1,139 shares; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 846 shares; 2025Q4: 855 shares; 2026Q1: 857 shares; 2026Q2: 1,029 shares 1,029 $312K 0.06% +172 Timeline EFG 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: 2,689 shares; 2025Q3: 2,472 shares; 2025Q4: 2,190 shares; 2026Q1: 2,489 shares; 2026Q2: 2,500 shares 2,500 $311K 0.06% +11 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,130 shares; 2026Q1: not reported; 2026Q2: 2,707 shares 2,707 $307K 0.06% new 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: 1,159 shares; 2025Q3: 1,157 shares; 2025Q4: 1,237 shares; 2026Q1: 1,158 shares; 2026Q2: 1,246 shares 1,246 $302K 0.06% +88 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 586 shares; 2024Q4: 586 shares; 2025Q1: not reported; 2025Q2: 586 shares; 2025Q3: 587 shares; 2025Q4: 587 shares; 2026Q1: 587 shares; 2026Q2: 3,522 shares 3,522 $291K 0.06% +2,935 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: 1,261 shares; 2026Q2: 1,335 shares 1,335 $291K 0.06% +74 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,382 shares 2,382 $280K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares; 2026Q2: 493 shares 493 $278K 0.05% +110 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,645 shares; 2024Q4: 1,651 shares; 2025Q1: 1,655 shares; 2025Q2: 1,659 shares; 2025Q3: 1,664 shares; 2025Q4: 1,669 shares; 2026Q1: 1,672 shares; 2026Q2: 1,676 shares 1,676 $275K 0.05% +4 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,637 shares; 2026Q1: 1,578 shares; 2026Q2: 1,569 shares 1,569 $267K 0.05% -9 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 411 shares; 2026Q1: not reported; 2026Q2: 351 shares 351 $263K 0.05% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,299 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 990 shares 990 $251K 0.05% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 834 shares 834 $251K 0.05% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 711 shares; 2024Q4: 698 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 593 shares; 2026Q1: not reported; 2026Q2: 596 shares 596 $247K 0.05% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES 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: 2,028 shares; 2026Q1: not reported; 2026Q2: 2,045 shares 2,045 $239K 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 621 shares 621 $232K 0.05% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES 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: 662 shares 662 $232K 0.05% new 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: not reported; 2026Q1: not reported; 2026Q2: 2,051 shares 2,051 $226K 0.04% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,718 shares 3,718 $222K 0.04% new 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: 542 shares; 2024Q4: 518 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 601 shares 601 $212K 0.04% new Timeline EFV 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: 2,747 shares 2,747 $210K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 575 shares 575 $210K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,869 shares 2,869 $206K 0.04% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,346 shares; 2025Q2: 15,346 shares; 2025Q3: 15,236 shares; 2025Q4: 15,236 shares; 2026Q1: 15,286 shares; 2026Q2: 15,379 shares 15,379 $204K 0.04% +93 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $196K 0.04% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,057 shares; 2025Q1: 14,057 shares; 2025Q2: 14,057 shares; 2025Q3: 14,057 shares; 2025Q4: 14,057 shares; 2026Q1: 14,377 shares; 2026Q2: 14,057 shares 14,057 $157K 0.03% -320 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,944 shares; 2024Q4: 15,144 shares; 2025Q1: 15,144 shares; 2025Q2: 15,144 shares; 2025Q3: 15,144 shares; 2025Q4: 15,144 shares; 2026Q1: 15,144 shares; 2026Q2: 15,144 shares 15,144 $76.9K 0.02% 0 Timeline UIS UNISYS CORP More: the full row for UNISYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,800 shares; 2024Q4: 29,800 shares; 2025Q1: 29,800 shares; 2025Q2: 29,800 shares; 2025Q3: 29,800 shares; 2025Q4: 18,800 shares; 2026Q1: 18,800 shares; 2026Q2: 18,800 shares 18,800 $68.8K 0.01% 0 Timeline