IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,892 shares; 2025Q1: 417,093 shares; 2025Q2: 509,205 shares; 2025Q3: 405,527 shares; 2025Q4: 411,476 shares; 2026Q1: 488,545 shares; 2026Q2: 513,314 shares; 2026Q3: 546,002 shares 546,002 $59.8M 11.98% +32,688 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,149,285 shares; 2025Q2: 1,331,843 shares; 2025Q3: 1,082,233 shares; 2025Q4: 1,126,815 shares; 2026Q1: 1,299,753 shares; 2026Q2: 1,417,443 shares; 2026Q3: 1,339,488 shares 1,339,488 $54.1M 10.83% -77,955 Timeline JIRE 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; 2024Q4: 313,383 shares; 2025Q1: 627,065 shares; 2025Q2: 726,790 shares; 2025Q3: 715,613 shares; 2025Q4: 754,348 shares; 2026Q1: 772,797 shares; 2026Q2: 791,687 shares; 2026Q3: 641,488 shares 641,488 $52.7M 10.56% -150,199 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,558 shares; 2025Q1: 195,535 shares; 2025Q2: 191,684 shares; 2025Q3: 152,957 shares; 2025Q4: 155,383 shares; 2026Q1: 142,511 shares; 2026Q2: 132,048 shares; 2026Q3: 123,621 shares 123,621 $36.5M 7.3% -8,427 Timeline ACYS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 755,104 shares; 2026Q3: 951,406 shares 951,406 $19.6M 3.92% +196,302 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 169,819 shares; 2025Q1: 317,756 shares; 2025Q2: 298,022 shares; 2025Q3: 267,045 shares; 2025Q4: 268,586 shares; 2026Q1: 246,290 shares; 2026Q2: 242,768 shares; 2026Q3: 228,206 shares 228,206 $19.6M 3.92% -14,562 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 235,632 shares; 2025Q4: 245,079 shares; 2026Q1: 277,008 shares; 2026Q2: 280,091 shares; 2026Q3: 290,629 shares 290,629 $18.9M 3.79% +10,538 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,758 shares; 2025Q1: 102,593 shares; 2025Q2: 113,388 shares; 2025Q3: 114,590 shares; 2025Q4: 119,779 shares; 2026Q1: 154,132 shares; 2026Q2: 181,838 shares; 2026Q3: 194,152 shares 194,152 $15.8M 3.16% +12,314 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 738,131 shares; 2025Q1: 587,252 shares; 2025Q2: 600,007 shares; 2025Q3: 681,315 shares; 2025Q4: 686,860 shares; 2026Q1: 691,026 shares; 2026Q2: 417,336 shares; 2026Q3: 294,243 shares 294,243 $14.6M 2.93% -123,093 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 748,475 shares; 2025Q1: 694,431 shares; 2025Q2: 696,001 shares; 2025Q3: 649,957 shares; 2025Q4: 667,844 shares; 2026Q1: 672,971 shares; 2026Q2: 408,015 shares; 2026Q3: 270,951 shares 270,951 $13.7M 2.75% -137,064 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 632,765 shares; 2025Q1: 181,597 shares; 2025Q2: 190,789 shares; 2025Q3: 185,524 shares; 2025Q4: 188,186 shares; 2026Q1: 210,592 shares; 2026Q2: 257,828 shares; 2026Q3: 246,967 shares 246,967 $12.7M 2.54% -10,861 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,123 shares; 2025Q1: 57,991 shares; 2025Q2: 62,235 shares; 2025Q3: 48,983 shares; 2025Q4: 51,458 shares; 2026Q1: 48,931 shares; 2026Q2: 41,747 shares; 2026Q3: 37,109 shares 37,109 $12.4M 2.47% -4,638 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,674 shares; 2026Q2: 146,321 shares; 2026Q3: 213,568 shares 213,568 $11.5M 2.3% +67,247 Timeline GRID 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,021 shares; 2025Q4: 49,212 shares; 2026Q1: 48,360 shares; 2026Q2: 47,603 shares; 2026Q3: 59,337 shares 59,337 $10.5M 2.1% +11,734 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 54,037 shares; 2025Q2: 60,083 shares; 2025Q3: 52,823 shares; 2025Q4: 52,439 shares; 2026Q1: 50,026 shares; 2026Q2: 37,095 shares; 2026Q3: 35,898 shares 35,898 $8.2M 1.64% -1,197 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 373,557 shares; 2025Q1: 264,626 shares; 2025Q2: 219,213 shares; 2025Q3: 194,698 shares; 2025Q4: 189,104 shares; 2026Q1: 180,877 shares; 2026Q2: 178,701 shares; 2026Q3: 151,127 shares 151,127 $7.48M 1.5% -27,574 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,258 shares; 2025Q1: 5,770 shares; 2025Q2: 26,218 shares; 2025Q3: 21,052 shares; 2025Q4: 19,858 shares; 2026Q1: 19,509 shares; 2026Q2: 86,422 shares; 2026Q3: 78,263 shares 78,263 $7.25M 1.45% -8,159 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102,806 shares; 2026Q3: 194,677 shares 194,677 $7.08M 1.42% +91,871 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,661 shares; 2026Q2: 97,244 shares; 2026Q3: 155,684 shares 155,684 $6.34M 1.27% +58,440 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,043 shares; 2025Q1: 19,783 shares; 2025Q2: 25,009 shares; 2025Q3: 20,913 shares; 2025Q4: 18,791 shares; 2026Q1: 18,731 shares; 2026Q2: 16,054 shares; 2026Q3: 15,876 shares 15,876 $5.41M 1.08% -178 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,847 shares; 2025Q4: 53,625 shares; 2026Q1: 57,099 shares; 2026Q2: 62,554 shares; 2026Q3: 63,731 shares 63,731 $5.24M 1.05% +1,177 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,058 shares; 2025Q1: 18,891 shares; 2025Q2: 20,762 shares; 2025Q3: 17,588 shares; 2025Q4: 20,314 shares; 2026Q1: 10,995 shares; 2026Q2: 10,451 shares; 2026Q3: 10,061 shares 10,061 $5.16M 1.03% -390 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 93,433 shares 93,433 $5.04M 1.01% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,175 shares; 2025Q1: 26,063 shares; 2025Q2: 34,671 shares; 2025Q3: 26,478 shares; 2025Q4: 26,262 shares; 2026Q1: 26,490 shares; 2026Q2: 28,853 shares; 2026Q3: 29,755 shares 29,755 $4.79M 0.96% +902 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 300,000 shares 300,000 $4.31M 0.86% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,560 shares; 2025Q3: 18,407 shares; 2025Q4: 18,047 shares; 2026Q1: 18,117 shares; 2026Q2: 17,243 shares; 2026Q3: 15,224 shares 15,224 $4.23M 0.85% -2,019 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,365 shares; 2025Q1: 11,823 shares; 2025Q2: 12,049 shares; 2025Q3: 10,597 shares; 2025Q4: 10,134 shares; 2026Q1: 9,958 shares; 2026Q2: 10,485 shares; 2026Q3: 10,546 shares 10,546 $3.7M 0.74% +61 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,642 shares 19,642 $3.2M 0.64% new Timeline VEU 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; 2024Q4: 97,666 shares; 2025Q1: 57,735 shares; 2025Q2: 49,706 shares; 2025Q3: 45,435 shares; 2025Q4: 44,290 shares; 2026Q1: 42,565 shares; 2026Q2: 44,816 shares; 2026Q3: 37,558 shares 37,558 $3.12M 0.62% -7,258 Timeline AVEE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,618 shares; 2026Q3: 45,124 shares 45,124 $3.09M 0.62% +13,506 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,604 shares; 2025Q3: 34,771 shares; 2025Q4: 33,448 shares; 2026Q1: 33,146 shares; 2026Q2: 31,360 shares; 2026Q3: 27,633 shares 27,633 $2.95M 0.59% -3,727 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; 2024Q4: 2,117 shares; 2025Q1: 24,018 shares; 2025Q2: 26,599 shares; 2025Q3: 23,010 shares; 2025Q4: 22,686 shares; 2026Q1: 15,814 shares; 2026Q2: 12,633 shares; 2026Q3: 11,779 shares 11,779 $2.93M 0.59% -854 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,789 shares; 2025Q1: 29,678 shares; 2025Q2: 32,726 shares; 2025Q3: 30,328 shares; 2025Q4: 30,451 shares; 2026Q1: 29,068 shares; 2026Q2: 29,062 shares; 2026Q3: 26,506 shares 26,506 $2.57M 0.51% -2,556 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; 2024Q4: 477 shares; 2025Q1: 361 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57 shares; 2026Q3: 2,968 shares 2,968 $2.26M 0.45% +2,911 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,047 shares; 2025Q2: 30,294 shares; 2025Q3: 25,843 shares; 2025Q4: 25,166 shares; 2026Q1: 28,364 shares; 2026Q2: 29,764 shares; 2026Q3: 28,540 shares 28,540 $2.11M 0.42% -1,224 Timeline JMST 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; 2024Q4: 30,747 shares; 2025Q1: 70,738 shares; 2025Q2: 84,797 shares; 2025Q3: 98,089 shares; 2025Q4: 102,008 shares; 2026Q1: 94,331 shares; 2026Q2: 59,181 shares; 2026Q3: 41,663 shares 41,663 $2.11M 0.42% -17,518 Timeline HMOP 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; 2024Q4: 14,705 shares; 2025Q1: 13,802 shares; 2025Q2: 35,827 shares; 2025Q3: 33,269 shares; 2025Q4: 34,843 shares; 2026Q1: 38,656 shares; 2026Q2: 56,538 shares; 2026Q3: 55,438 shares 55,438 $2.04M 0.41% -1,100 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,650 shares; 2025Q1: 49,761 shares; 2025Q2: 83,507 shares; 2025Q3: 98,244 shares; 2025Q4: 103,421 shares; 2026Q1: 95,450 shares; 2026Q2: 60,360 shares; 2026Q3: 40,955 shares 40,955 $2.03M 0.41% -19,405 Timeline JPST 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; 2024Q4: 42,713 shares; 2025Q1: 71,139 shares; 2025Q2: 75,078 shares; 2025Q3: 49,612 shares; 2025Q4: 52,525 shares; 2026Q1: 63,389 shares; 2026Q2: 35,451 shares; 2026Q3: 32,305 shares 32,305 $1.63M 0.33% -3,146 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,509 shares; 2025Q1: 12,377 shares; 2025Q2: 15,523 shares; 2025Q3: 16,153 shares; 2025Q4: 16,405 shares; 2026Q1: 16,686 shares; 2026Q2: 17,342 shares; 2026Q3: 15,166 shares 15,166 $1.56M 0.31% -2,176 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; 2024Q4: 2,248 shares; 2025Q1: 6,238 shares; 2025Q2: 6,838 shares; 2025Q3: 4,862 shares; 2025Q4: 3,271 shares; 2026Q1: 3,696 shares; 2026Q2: 2,767 shares; 2026Q3: 2,862 shares 2,862 $1.43M 0.29% +95 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; 2024Q4: 24,518 shares; 2025Q1: 8,299 shares; 2025Q2: 4,431 shares; 2025Q3: 3,749 shares; 2025Q4: 3,526 shares; 2026Q1: 3,185 shares; 2026Q2: 3,107 shares; 2026Q3: 3,113 shares 3,113 $1.42M 0.28% +6 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; 2024Q4: 21,918 shares; 2025Q1: 14,450 shares; 2025Q2: 13,344 shares; 2025Q3: 7,528 shares; 2025Q4: 7,187 shares; 2026Q1: 7,020 shares; 2026Q2: 3,958 shares; 2026Q3: 3,987 shares 3,987 $1.32M 0.26% +29 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,782 shares; 2025Q1: 7,270 shares; 2025Q2: 7,866 shares; 2025Q3: 6,752 shares; 2025Q4: 6,264 shares; 2026Q1: 6,023 shares; 2026Q2: 5,154 shares; 2026Q3: 4,926 shares 4,926 $1.3M 0.26% -228 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,662 shares; 2025Q2: 7,044 shares; 2025Q3: 5,943 shares; 2025Q4: 5,844 shares; 2026Q1: 5,785 shares; 2026Q2: 4,510 shares; 2026Q3: 3,669 shares 3,669 $1.3M 0.26% -841 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,394 shares; 2025Q1: 40,214 shares; 2025Q2: 30,347 shares; 2025Q3: 29,229 shares; 2025Q4: 29,220 shares; 2026Q1: 28,920 shares; 2026Q2: 27,855 shares; 2026Q3: 27,487 shares 27,487 $1.26M 0.25% -368 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,974 shares; 2025Q1: 15,468 shares; 2025Q2: 18,650 shares; 2025Q3: 9,734 shares; 2025Q4: 11,066 shares; 2026Q1: 16,594 shares; 2026Q2: 14,271 shares; 2026Q3: 11,518 shares 11,518 $1.16M 0.23% -2,753 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; 2024Q4: 25,188 shares; 2025Q1: 25,188 shares; 2025Q2: 25,188 shares; 2025Q3: 25,188 shares; 2025Q4: 25,188 shares; 2026Q1: 25,188 shares; 2026Q2: 25,188 shares; 2026Q3: 25,188 shares 25,188 $1.12M 0.22% 0 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; 2024Q4: 1,707 shares; 2025Q1: 1,706 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,568 shares; 2026Q1: 1,568 shares; 2026Q2: 1,568 shares; 2026Q3: 1,568 shares 1,568 $1.1M 0.22% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,005 shares 11,005 $1.09M 0.22% new 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; 2024Q4: 3,320 shares; 2025Q1: 2,770 shares; 2025Q2: 2,332 shares; 2025Q3: 1,521 shares; 2025Q4: 4,241 shares; 2026Q1: 3,226 shares; 2026Q2: 2,967 shares; 2026Q3: 2,828 shares 2,828 $1.06M 0.21% -139 Timeline JPME 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; 2024Q4: 13,710 shares; 2025Q1: 12,562 shares; 2025Q2: 9,764 shares; 2025Q3: 9,521 shares; 2025Q4: 9,286 shares; 2026Q1: 9,185 shares; 2026Q2: 8,810 shares; 2026Q3: 8,592 shares 8,592 $1.02M 0.2% -218 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,759 shares; 2025Q1: 1,680 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,901 shares 7,901 $1M 0.2% 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; 2024Q4: not reported; 2025Q1: 5,239 shares; 2025Q2: 5,733 shares; 2025Q3: 4,985 shares; 2025Q4: 4,670 shares; 2026Q1: 2,610 shares; 2026Q2: 1,770 shares; 2026Q3: 1,340 shares 1,340 $972K 0.19% -430 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,865 shares; 2025Q1: 10,711 shares; 2025Q2: 7,381 shares; 2025Q3: 6,703 shares; 2025Q4: 6,280 shares; 2026Q1: 5,090 shares; 2026Q2: 4,199 shares; 2026Q3: 3,263 shares 3,263 $953K 0.19% -936 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares; 2026Q3: 18,000 shares 18,000 $931K 0.19% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,872 shares; 2025Q1: 15,531 shares; 2025Q2: 17,251 shares; 2025Q3: 15,573 shares; 2025Q4: 13,726 shares; 2026Q1: 13,341 shares; 2026Q2: 8,898 shares; 2026Q3: 8,926 shares 8,926 $928K 0.19% +28 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,417 shares; 2025Q1: 7,814 shares; 2025Q2: 4,573 shares; 2025Q3: 4,024 shares; 2025Q4: 3,293 shares; 2026Q1: 2,997 shares; 2026Q2: 2,981 shares; 2026Q3: 2,981 shares 2,981 $855K 0.17% 0 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; 2024Q4: 114,487 shares; 2025Q1: 67,909 shares; 2025Q2: 23,051 shares; 2025Q3: 19,832 shares; 2025Q4: 15,601 shares; 2026Q1: 13,882 shares; 2026Q2: 13,651 shares; 2026Q3: 13,426 shares 13,426 $796K 0.16% -225 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,483 shares; 2025Q1: 17,823 shares; 2025Q2: 7,686 shares; 2025Q3: 5,321 shares; 2025Q4: 5,110 shares; 2026Q1: 4,688 shares; 2026Q2: 4,492 shares; 2026Q3: 4,029 shares 4,029 $788K 0.16% -463 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 220 shares; 2026Q3: 732 shares 732 $780K 0.16% +512 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; 2024Q4: not reported; 2025Q1: 2,005 shares; 2025Q2: 2,165 shares; 2025Q3: 995 shares; 2025Q4: 894 shares; 2026Q1: 822 shares; 2026Q2: 684 shares; 2026Q3: 652 shares 652 $755K 0.15% -32 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,101 shares; 2025Q2: 5,096 shares; 2025Q3: 4,506 shares; 2025Q4: 4,305 shares; 2026Q1: 3,968 shares; 2026Q2: 3,006 shares; 2026Q3: 2,826 shares 2,826 $739K 0.15% -180 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,854 shares; 2025Q1: 28,054 shares; 2025Q2: 15,124 shares; 2025Q3: 13,619 shares; 2025Q4: 14,092 shares; 2026Q1: 13,165 shares; 2026Q2: 12,687 shares; 2026Q3: 10,363 shares 10,363 $732K 0.15% -2,324 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,207 shares; 2025Q4: 16,986 shares; 2026Q1: 18,793 shares; 2026Q2: 21,007 shares; 2026Q3: 18,998 shares 18,998 $664K 0.13% -2,009 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,134 shares; 2025Q1: 36,424 shares; 2025Q2: 47,097 shares; 2025Q3: 38,838 shares; 2025Q4: 38,089 shares; 2026Q1: 27,309 shares; 2026Q2: 27,765 shares; 2026Q3: 25,712 shares 25,712 $653K 0.13% -2,053 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,211 shares; 2025Q1: 4,049 shares; 2025Q2: 4,221 shares; 2025Q3: 3,384 shares; 2025Q4: 3,384 shares; 2026Q1: 3,369 shares; 2026Q2: 3,263 shares; 2026Q3: 3,060 shares 3,060 $606K 0.12% -203 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,017 shares; 2025Q4: 5,720 shares; 2026Q1: 5,620 shares; 2026Q2: 4,665 shares; 2026Q3: 4,695 shares 4,695 $564K 0.11% +30 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 735 shares 735 $563K 0.11% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 371 shares; 2026Q3: 882 shares 882 $540K 0.11% +511 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,778 shares; 2025Q2: 4,397 shares; 2025Q3: 3,849 shares; 2025Q4: 3,270 shares; 2026Q1: 2,244 shares; 2026Q2: 1,197 shares; 2026Q3: 1,491 shares 1,491 $536K 0.11% +294 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,289 shares; 2025Q1: 30,530 shares; 2025Q2: 14,783 shares; 2025Q3: 8,473 shares; 2025Q4: 6,713 shares; 2026Q1: 4,472 shares; 2026Q2: 2,757 shares; 2026Q3: 2,221 shares 2,221 $494K 0.1% -536 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,056 shares; 2025Q1: 5,056 shares; 2025Q2: 5,056 shares; 2025Q3: 5,001 shares; 2025Q4: 5,001 shares; 2026Q1: 4,891 shares; 2026Q2: 4,650 shares; 2026Q3: 4,644 shares 4,644 $491K 0.1% -6 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 16,019 shares; 2025Q2: 21,112 shares; 2025Q3: 21,694 shares; 2025Q4: 21,881 shares; 2026Q1: 10,270 shares; 2026Q2: 9,431 shares; 2026Q3: 9,621 shares 9,621 $489K 0.1% +190 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; 2024Q4: not reported; 2025Q1: 16,698 shares; 2025Q2: 18,153 shares; 2025Q3: 16,336 shares; 2025Q4: 16,257 shares; 2026Q1: 15,261 shares; 2026Q2: 8,998 shares; 2026Q3: 8,664 shares 8,664 $472K 0.09% -334 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,080 shares; 2025Q1: 7,349 shares; 2025Q2: 7,269 shares; 2025Q3: 6,253 shares; 2025Q4: 6,108 shares; 2026Q1: 6,108 shares; 2026Q2: 6,108 shares; 2026Q3: 5,530 shares 5,530 $467K 0.09% -578 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,076 shares; 2025Q3: 31,358 shares; 2025Q4: 30,765 shares; 2026Q1: 30,892 shares; 2026Q2: 60,065 shares; 2026Q3: 13,594 shares 13,594 $449K 0.09% -46,471 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,766 shares; 2025Q1: 8,851 shares; 2025Q2: 5,386 shares; 2025Q3: 5,310 shares; 2025Q4: 5,316 shares; 2026Q1: 6,602 shares; 2026Q2: 7,945 shares; 2026Q3: 8,183 shares 8,183 $443K 0.09% +238 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; 2024Q4: not reported; 2025Q1: 1,231 shares; 2025Q2: 1,327 shares; 2025Q3: 1,086 shares; 2025Q4: 516 shares; 2026Q1: 557 shares; 2026Q2: 342 shares; 2026Q3: 464 shares 464 $422K 0.08% +122 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; 2024Q4: 5,316 shares; 2025Q1: 5,316 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares; 2025Q4: 5,316 shares; 2026Q1: 5,316 shares; 2026Q2: 5,316 shares; 2026Q3: 5,316 shares 5,316 $403K 0.08% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,635 shares; 2025Q1: 16,588 shares; 2025Q2: 13,175 shares; 2025Q3: 11,158 shares; 2025Q4: 9,207 shares; 2026Q1: 8,868 shares; 2026Q2: 8,557 shares; 2026Q3: 7,999 shares 7,999 $402K 0.08% -558 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares; 2025Q4: 1,913 shares; 2026Q1: 1,698 shares; 2026Q2: 1,535 shares; 2026Q3: 1,535 shares 1,535 $396K 0.08% 0 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; 2024Q4: 7,730 shares; 2025Q1: 3,307 shares; 2025Q2: 1,750 shares; 2025Q3: 1,618 shares; 2025Q4: 1,599 shares; 2026Q1: 1,424 shares; 2026Q2: 1,221 shares; 2026Q3: 1,161 shares 1,161 $392K 0.08% -60 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,982 shares; 2025Q3: 8,430 shares; 2025Q4: 8,317 shares; 2026Q1: 7,170 shares; 2026Q2: 7,406 shares; 2026Q3: 7,115 shares 7,115 $370K 0.07% -291 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 441 shares; 2026Q3: 445 shares 445 $361K 0.07% +4 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,609 shares 2,609 $355K 0.07% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,168 shares; 2025Q1: 6,069 shares; 2025Q2: 2,633 shares; 2025Q3: 2,235 shares; 2025Q4: 2,058 shares; 2026Q1: 1,835 shares; 2026Q2: 1,531 shares; 2026Q3: 1,501 shares 1,501 $347K 0.07% -30 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,853 shares; 2025Q2: 2,153 shares; 2025Q3: 1,916 shares; 2025Q4: 1,648 shares; 2026Q1: 1,333 shares; 2026Q2: 520 shares; 2026Q3: 623 shares 623 $343K 0.07% +103 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; 2024Q4: not reported; 2025Q1: 5,789 shares; 2025Q2: 5,937 shares; 2025Q3: 3,747 shares; 2025Q4: 1,825 shares; 2026Q1: 1,467 shares; 2026Q2: 1,474 shares; 2026Q3: 2,110 shares 2,110 $306K 0.06% +636 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,531 shares 6,531 $304K 0.06% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,671 shares; 2025Q1: 3,645 shares; 2025Q2: 1,740 shares; 2025Q3: 1,697 shares; 2025Q4: 1,683 shares; 2026Q1: 1,609 shares; 2026Q2: 1,609 shares; 2026Q3: 1,613 shares 1,613 $303K 0.06% +4 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,234 shares; 2026Q3: 1,954 shares 1,954 $295K 0.06% +720 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,962 shares; 2025Q1: 12,362 shares; 2025Q2: 11,523 shares; 2025Q3: 14,417 shares; 2025Q4: 13,139 shares; 2026Q1: 14,715 shares; 2026Q2: 11,389 shares; 2026Q3: 5,825 shares 5,825 $290K 0.06% -5,564 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 791 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 771 shares; 2026Q2: 2,353 shares; 2026Q3: 2,271 shares 2,271 $285K 0.06% -82 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; 2024Q4: 11,587 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,713 shares 7,713 $281K 0.06% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,538 shares; 2025Q1: 5,905 shares; 2025Q2: 4,167 shares; 2025Q3: 3,542 shares; 2025Q4: 3,416 shares; 2026Q1: 3,265 shares; 2026Q2: 3,097 shares; 2026Q3: 3,007 shares 3,007 $277K 0.06% -90 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares; 2026Q1: 1,616 shares; 2026Q2: 1,616 shares; 2026Q3: 1,616 shares 1,616 $265K 0.05% 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; 2024Q4: not reported; 2025Q1: 1,086 shares; 2025Q2: 1,218 shares; 2025Q3: 1,082 shares; 2025Q4: 10,299 shares; 2026Q1: 5,390 shares; 2026Q2: 3,367 shares; 2026Q3: 3,795 shares 3,795 $264K 0.05% +428 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,873 shares; 2025Q1: 1,865 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares; 2026Q2: 1,042 shares; 2026Q3: 1,042 shares 1,042 $258K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,318 shares 2,318 $250K 0.05% new Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,460 shares; 2026Q2: 2,460 shares; 2026Q3: 2,460 shares 2,460 $248K 0.05% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 815 shares; 2026Q3: 815 shares 815 $228K 0.05% 0 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; 2024Q4: 1,202 shares; 2025Q1: 1,130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 777 shares; 2026Q1: 777 shares; 2026Q2: 777 shares; 2026Q3: 776 shares 776 $221K 0.04% -1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,021 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,048 shares 1,048 $205K 0.04% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,083 shares; 2025Q1: 10,118 shares; 2025Q2: 9,965 shares; 2025Q3: 9,830 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,266 shares; 2026Q3: 6,996 shares 6,996 $205K 0.04% -270 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,111 shares; 2025Q3: 13,608 shares; 2025Q4: 13,608 shares; 2026Q1: 13,608 shares; 2026Q2: 13,126 shares; 2026Q3: 9,218 shares 9,218 $202K 0.04% -3,908 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,796 shares 2,796 $201K 0.04% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,322 shares 14,322 $145K 0.03% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 975 shares; 2026Q3: 961 shares 961 $99.8K 0.02% -14 Timeline