BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 909,074 shares; 2024Q4: 936,898 shares; 2025Q1: 957,801 shares; 2025Q2: 979,150 shares; 2025Q3: 1,046,919 shares; 2025Q4: 1,119,033 shares; 2026Q1: 1,192,235 shares; 2026Q2: 1,254,488 shares 1,254,488 $97.7M 18.32% +62,253 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: 734,158 shares; 2024Q4: 712,814 shares; 2025Q1: 695,183 shares; 2025Q2: 721,564 shares; 2025Q3: 724,355 shares; 2025Q4: 731,332 shares; 2026Q1: 746,551 shares; 2026Q2: 753,902 shares 753,902 $61.8M 11.58% +7,351 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: 1,238,672 shares; 2024Q4: 1,267,474 shares; 2025Q1: 1,238,291 shares; 2025Q2: 1,249,370 shares; 2025Q3: 1,255,657 shares; 2025Q4: 1,247,673 shares; 2026Q1: 1,288,252 shares; 2026Q2: 1,299,487 shares 1,299,487 $57.6M 10.81% +11,235 Timeline DFIC 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: 1,131,393 shares; 2024Q4: 1,169,472 shares; 2025Q1: 1,151,931 shares; 2025Q2: 1,147,241 shares; 2025Q3: 1,160,562 shares; 2025Q4: 1,180,156 shares; 2026Q1: 1,162,927 shares; 2026Q2: 1,215,184 shares 1,215,184 $45.3M 8.49% +52,257 Timeline DFEM 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: 605,574 shares; 2024Q4: 636,682 shares; 2025Q1: 629,266 shares; 2025Q2: 675,100 shares; 2025Q3: 682,986 shares; 2025Q4: 688,299 shares; 2026Q1: 678,243 shares; 2026Q2: 669,821 shares 669,821 $27.2M 5.1% -8,422 Timeline DFUV 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: 416,363 shares; 2024Q4: 420,996 shares; 2025Q1: 419,177 shares; 2025Q2: 446,275 shares; 2025Q3: 458,057 shares; 2025Q4: 468,574 shares; 2026Q1: 470,251 shares; 2026Q2: 471,472 shares 471,472 $25.9M 4.86% +1,221 Timeline DFAT 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: 295,752 shares; 2024Q4: 292,771 shares; 2025Q1: 290,767 shares; 2025Q2: 311,202 shares; 2025Q3: 315,784 shares; 2025Q4: 322,141 shares; 2026Q1: 321,946 shares; 2026Q2: 326,265 shares 326,265 $22.8M 4.28% +4,319 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: 51,599 shares; 2024Q4: 49,734 shares; 2025Q1: 49,004 shares; 2025Q2: 51,439 shares; 2025Q3: 52,835 shares; 2025Q4: 53,975 shares; 2026Q1: 54,938 shares; 2026Q2: 54,988 shares 54,988 $20.1M 3.77% +50 Timeline DFGR 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: 779,378 shares; 2024Q4: 810,861 shares; 2025Q1: 681,762 shares; 2025Q2: 592,905 shares; 2025Q3: 614,158 shares; 2025Q4: 641,075 shares; 2026Q1: 665,326 shares; 2026Q2: 674,314 shares 674,314 $19.5M 3.66% +8,988 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: 61,226 shares; 2024Q4: 60,948 shares; 2025Q1: 57,958 shares; 2025Q2: 55,050 shares; 2025Q3: 56,055 shares; 2025Q4: 54,485 shares; 2026Q1: 50,264 shares; 2026Q2: 52,122 shares 52,122 $19.2M 3.6% +1,858 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306,313 shares; 2025Q3: 313,671 shares; 2025Q4: 323,359 shares; 2026Q1: 333,012 shares; 2026Q2: 331,386 shares 331,386 $17.2M 3.22% -1,626 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: 41,830 shares; 2024Q4: 41,778 shares; 2025Q1: 42,653 shares; 2025Q2: 42,503 shares; 2025Q3: 42,488 shares; 2025Q4: 43,073 shares; 2026Q1: 43,056 shares; 2026Q2: 43,089 shares 43,089 $10.3M 1.93% +33 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156,425 shares; 2025Q2: 315,435 shares; 2025Q3: 331,815 shares; 2025Q4: 351,782 shares; 2026Q1: 395,122 shares; 2026Q2: 411,352 shares 411,352 $9.19M 1.72% +16,230 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,910 shares; 2024Q4: 125,060 shares; 2025Q1: 124,155 shares; 2025Q2: 123,965 shares; 2025Q3: 123,845 shares; 2025Q4: 122,675 shares; 2026Q1: 123,500 shares; 2026Q2: 120,847 shares 120,847 $8.61M 1.61% -2,653 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: 180,339 shares; 2024Q4: 182,663 shares; 2025Q1: 182,326 shares; 2025Q2: 178,542 shares; 2025Q3: 177,598 shares; 2025Q4: 178,412 shares; 2026Q1: 177,827 shares; 2026Q2: 174,676 shares 174,676 $6.44M 1.21% -3,151 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: 22,502 shares; 2024Q4: 22,353 shares; 2025Q1: 22,821 shares; 2025Q2: 22,118 shares; 2025Q3: 21,678 shares; 2025Q4: 21,478 shares; 2026Q1: 20,503 shares; 2026Q2: 21,493 shares 21,493 $6.22M 1.17% +990 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: 4,430 shares; 2024Q4: 4,430 shares; 2025Q1: 4,430 shares; 2025Q2: 4,430 shares; 2025Q3: 4,430 shares; 2025Q4: 4,430 shares; 2026Q1: 4,430 shares; 2026Q2: 4,589 shares 4,589 $4.89M 0.92% +159 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,497 shares; 2024Q4: 43,138 shares; 2025Q1: 44,990 shares; 2025Q2: 40,962 shares; 2025Q3: 41,682 shares; 2025Q4: 41,234 shares; 2026Q1: 44,639 shares; 2026Q2: 46,219 shares 46,219 $3.54M 0.66% +1,580 Timeline DFAS 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: 44,441 shares; 2024Q4: 44,191 shares; 2025Q1: 41,072 shares; 2025Q2: 40,257 shares; 2025Q3: 40,257 shares; 2025Q4: 40,157 shares; 2026Q1: 39,877 shares; 2026Q2: 38,877 shares 38,877 $3.2M 0.6% -1,000 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: 6,280 shares; 2024Q4: 5,935 shares; 2025Q1: 5,855 shares; 2025Q2: 5,855 shares; 2025Q3: 5,840 shares; 2025Q4: 5,840 shares; 2026Q1: 5,860 shares; 2026Q2: 35,280 shares 35,280 $3.04M 0.57% +29,420 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,355 shares; 2024Q4: 131,780 shares; 2025Q1: 131,280 shares; 2025Q2: 102,875 shares; 2025Q3: 102,815 shares; 2025Q4: 102,815 shares; 2026Q1: 104,815 shares; 2026Q2: 103,755 shares 103,755 $2.87M 0.54% -1,060 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: 17,862 shares; 2024Q4: 17,759 shares; 2025Q1: 17,755 shares; 2025Q2: 17,763 shares; 2025Q3: 17,763 shares; 2025Q4: 17,763 shares; 2026Q1: 17,763 shares; 2026Q2: 17,765 shares 17,765 $2.54M 0.48% +2 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: 68,703 shares; 2024Q4: 68,703 shares; 2025Q1: 68,703 shares; 2025Q2: 68,703 shares; 2025Q3: 68,703 shares; 2025Q4: 68,703 shares; 2026Q1: 68,553 shares; 2026Q2: 68,553 shares 68,553 $2.52M 0.47% 0 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: 7,036 shares; 2024Q4: 7,037 shares; 2025Q1: 6,832 shares; 2025Q2: 6,732 shares; 2025Q3: 6,683 shares; 2025Q4: 6,667 shares; 2026Q1: 6,668 shares; 2026Q2: 6,582 shares 6,582 $2.44M 0.46% -86 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: 2,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,050 shares; 2026Q2: 2,110 shares 2,110 $2.44M 0.46% +60 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: 5,133 shares; 2024Q4: 5,077 shares; 2025Q1: 5,350 shares; 2025Q2: 5,408 shares; 2025Q3: 5,409 shares; 2025Q4: 5,753 shares; 2026Q1: 5,844 shares; 2026Q2: 5,780 shares 5,780 $2.16M 0.4% -64 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: 37,501 shares; 2024Q4: 37,126 shares; 2025Q1: 36,426 shares; 2025Q2: 36,426 shares; 2025Q3: 36,426 shares; 2025Q4: 36,426 shares; 2026Q1: 37,226 shares; 2026Q2: 35,230 shares 35,230 $2.1M 0.39% -1,996 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; 2024Q3: 25,260 shares; 2024Q4: 25,260 shares; 2025Q1: 25,260 shares; 2025Q2: 25,075 shares; 2025Q3: 25,005 shares; 2025Q4: 25,005 shares; 2026Q1: 24,865 shares; 2026Q2: 24,430 shares 24,430 $2.05M 0.38% -435 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: 8,005 shares; 2024Q4: 7,820 shares; 2025Q1: 7,820 shares; 2025Q2: 8,620 shares; 2025Q3: 8,300 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares; 2026Q2: 8,025 shares 8,025 $1.75M 0.33% -175 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,656 shares; 2024Q4: 9,656 shares; 2025Q1: 9,451 shares; 2025Q2: 9,451 shares; 2025Q3: 9,451 shares; 2025Q4: 9,451 shares; 2026Q1: 9,451 shares; 2026Q2: 9,111 shares 9,111 $1.73M 0.32% -340 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: 19,321 shares; 2024Q4: 19,321 shares; 2025Q1: 19,321 shares; 2025Q2: 19,321 shares; 2025Q3: 19,321 shares; 2025Q4: 19,321 shares; 2026Q1: 19,321 shares; 2026Q2: 19,321 shares 19,321 $1.68M 0.31% 0 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: 19,175 shares; 2024Q4: 19,175 shares; 2025Q1: 19,175 shares; 2025Q2: 19,175 shares; 2025Q3: 19,175 shares; 2025Q4: 20,815 shares; 2026Q1: 27,930 shares; 2026Q2: 27,944 shares 27,944 $1.63M 0.3% +14 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: 13,073 shares; 2024Q4: 13,073 shares; 2025Q1: 13,129 shares; 2025Q2: 13,129 shares; 2025Q3: 13,129 shares; 2025Q4: 13,129 shares; 2026Q1: 13,129 shares; 2026Q2: 13,133 shares 13,133 $1.54M 0.29% +4 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,651 shares; 2024Q4: 16,570 shares; 2025Q1: 15,655 shares; 2025Q2: 15,459 shares; 2025Q3: 15,076 shares; 2025Q4: 15,076 shares; 2026Q1: 14,339 shares; 2026Q2: 14,826 shares 14,826 $1.43M 0.27% +487 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: 11,708 shares; 2024Q4: 11,064 shares; 2025Q1: 10,844 shares; 2025Q2: 9,977 shares; 2025Q3: 10,008 shares; 2025Q4: 6,073 shares; 2026Q1: 6,138 shares; 2026Q2: 6,193 shares 6,193 $1.24M 0.23% +55 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: 4,825 shares; 2024Q4: 4,678 shares; 2025Q1: 4,678 shares; 2025Q2: 4,675 shares; 2025Q3: 4,675 shares; 2025Q4: 4,600 shares; 2026Q1: 4,700 shares; 2026Q2: 4,701 shares 4,701 $1.19M 0.22% +1 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: 2,650 shares; 2024Q4: 2,550 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,075 shares; 2026Q1: 2,000 shares; 2026Q2: 2,050 shares 2,050 $1.19M 0.22% +50 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,433 shares; 2024Q4: 4,369 shares; 2025Q1: 4,346 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,111 shares; 2026Q1: 4,112 shares; 2026Q2: 4,112 shares 4,112 $999K 0.19% 0 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: 11,771 shares; 2024Q4: 11,683 shares; 2025Q1: 11,684 shares; 2025Q2: 11,386 shares; 2025Q3: 11,387 shares; 2025Q4: 11,244 shares; 2026Q1: 11,245 shares; 2026Q2: 10,413 shares 10,413 $997K 0.19% -832 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: 4,850 shares; 2024Q4: 4,750 shares; 2025Q1: 5,030 shares; 2025Q2: 4,930 shares; 2025Q3: 4,930 shares; 2025Q4: 4,930 shares; 2026Q1: 4,930 shares; 2026Q2: 4,930 shares 4,930 $911K 0.17% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,830 shares; 2024Q4: 7,830 shares; 2025Q1: 7,658 shares; 2025Q2: 7,658 shares; 2025Q3: 7,490 shares; 2025Q4: 7,490 shares; 2026Q1: 7,490 shares; 2026Q2: 7,490 shares 7,490 $893K 0.17% 0 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: 1,213 shares; 2024Q4: 1,207 shares; 2025Q1: 1,499 shares; 2025Q2: 1,673 shares; 2025Q3: 1,918 shares; 2025Q4: 2,029 shares; 2026Q1: 2,584 shares; 2026Q2: 2,466 shares 2,466 $881K 0.17% -118 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: 982 shares; 2024Q4: 983 shares; 2025Q1: 983 shares; 2025Q2: 984 shares; 2025Q3: 953 shares; 2025Q4: 954 shares; 2026Q1: 954 shares; 2026Q2: 1,131 shares 1,131 $844K 0.16% +177 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,723 shares; 2024Q4: 3,722 shares; 2025Q1: 3,722 shares; 2025Q2: 3,726 shares; 2025Q3: 3,726 shares; 2025Q4: 3,726 shares; 2026Q1: 3,726 shares; 2026Q2: 3,726 shares 3,726 $833K 0.16% 0 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,301 shares 2,301 $833K 0.16% +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: 5,803 shares; 2024Q4: 5,749 shares; 2025Q1: 5,750 shares; 2025Q2: 5,753 shares; 2025Q3: 5,753 shares; 2025Q4: 5,754 shares; 2026Q1: 5,705 shares; 2026Q2: 5,770 shares 5,770 $789K 0.15% +65 Timeline DFAW 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: 9,169 shares; 2024Q4: 8,752 shares; 2025Q1: 7,789 shares; 2025Q2: 7,874 shares; 2025Q3: 7,677 shares; 2025Q4: 7,481 shares; 2026Q1: 9,003 shares; 2026Q2: 9,319 shares 9,319 $771K 0.14% +316 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: 3,892 shares; 2024Q4: 3,772 shares; 2025Q1: 3,779 shares; 2025Q2: 3,763 shares; 2025Q3: 3,763 shares; 2025Q4: 3,763 shares; 2026Q1: 3,763 shares; 2026Q2: 3,803 shares 3,803 $722K 0.14% +40 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,887 shares; 2024Q4: 32,888 shares; 2025Q1: 32,876 shares; 2025Q2: 32,883 shares; 2025Q3: 32,490 shares; 2025Q4: 30,357 shares; 2026Q1: 28,931 shares; 2026Q2: 28,341 shares 28,341 $696K 0.13% -590 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: 3,710 shares; 2024Q4: 3,710 shares; 2025Q1: 3,710 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,710 shares; 2026Q1: 3,710 shares; 2026Q2: 3,710 shares 3,710 $687K 0.13% 0 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: 2,509 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,140 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares; 2026Q1: 4,140 shares; 2026Q2: 4,141 shares 4,141 $686K 0.13% +1 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: 1,046 shares; 2024Q4: 1,072 shares; 2025Q1: 1,109 shares; 2025Q2: 1,061 shares; 2025Q3: 1,066 shares; 2025Q4: 1,081 shares; 2026Q1: 1,056 shares; 2026Q2: 1,167 shares 1,167 $657K 0.12% +111 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: 1,296 shares; 2024Q4: 1,352 shares; 2025Q1: 1,396 shares; 2025Q2: 1,621 shares; 2025Q3: 1,581 shares; 2025Q4: 1,631 shares; 2026Q1: 1,710 shares; 2026Q2: 1,560 shares 1,560 $656K 0.12% -150 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: 2,321 shares; 2024Q4: 2,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,326 shares; 2025Q3: 2,326 shares; 2025Q4: 2,326 shares; 2026Q1: 2,326 shares; 2026Q2: 2,326 shares 2,326 $654K 0.12% 0 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: 1,753 shares; 2024Q4: 1,770 shares; 2025Q1: 1,866 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,828 shares; 2026Q1: 1,837 shares; 2026Q2: 1,835 shares 1,835 $648K 0.12% -2 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: 2,041 shares; 2024Q4: 2,004 shares; 2025Q1: 2,007 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,012 shares; 2026Q1: 2,012 shares; 2026Q2: 2,012 shares 2,012 $600K 0.11% 0 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: 2,198 shares; 2024Q4: 2,283 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,510 shares; 2026Q1: 2,510 shares; 2026Q2: 2,510 shares 2,510 $594K 0.11% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD 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: 7,774 shares; 2026Q2: 7,788 shares 7,788 $572K 0.11% +14 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: 9,990 shares; 2024Q4: 9,397 shares; 2025Q1: 9,403 shares; 2025Q2: 9,409 shares; 2025Q3: 9,015 shares; 2025Q4: 9,021 shares; 2026Q1: 9,027 shares; 2026Q2: 9,924 shares 9,924 $565K 0.11% +897 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: 2,180 shares; 2024Q4: 2,280 shares; 2025Q1: 2,317 shares; 2025Q2: 2,317 shares; 2025Q3: 2,317 shares; 2025Q4: 2,217 shares; 2026Q1: 2,217 shares; 2026Q2: 2,217 shares 2,217 $558K 0.1% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares; 2026Q2: 553 shares 553 $541K 0.1% +1 Timeline VSGX 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: 6,325 shares; 2024Q4: 6,325 shares; 2025Q1: 6,325 shares; 2025Q2: 6,325 shares; 2025Q3: 6,325 shares; 2025Q4: 6,325 shares; 2026Q1: 6,325 shares; 2026Q2: 6,325 shares 6,325 $521K 0.1% 0 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: 407 shares; 2024Q4: 409 shares; 2025Q1: 458 shares; 2025Q2: 437 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 427 shares; 2026Q2: 417 shares 417 $500K 0.09% -10 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: 1,508 shares; 2024Q4: 1,506 shares; 2025Q1: 1,503 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares; 2026Q1: 1,507 shares; 2026Q2: 1,508 shares 1,508 $494K 0.09% +1 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 7,751 shares; 2026Q1: 7,751 shares; 2026Q2: 8,100 shares 8,100 $487K 0.09% +349 Timeline VT 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: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares; 2026Q1: 3,060 shares; 2026Q2: 3,060 shares 3,060 $480K 0.09% 0 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: 11,254 shares; 2024Q4: 11,254 shares; 2025Q1: 11,290 shares; 2025Q2: 11,290 shares; 2025Q3: 11,290 shares; 2025Q4: 11,290 shares; 2026Q1: 11,290 shares; 2026Q2: 11,290 shares 11,290 $478K 0.09% 0 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,415 shares; 2024Q4: 3,415 shares; 2025Q1: 3,415 shares; 2025Q2: 3,415 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares; 2026Q1: 3,415 shares; 2026Q2: 3,415 shares 3,415 $448K 0.08% 0 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: 2,498 shares; 2024Q4: 2,453 shares; 2025Q1: 2,453 shares; 2025Q2: 2,453 shares; 2025Q3: 2,453 shares; 2025Q4: 2,453 shares; 2026Q1: 2,453 shares; 2026Q2: 2,453 shares 2,453 $444K 0.08% 0 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: 1,220 shares; 2024Q4: 1,221 shares; 2025Q1: 1,294 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares; 2026Q2: 1,220 shares 1,220 $430K 0.08% 0 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: 512 shares; 2024Q4: 514 shares; 2025Q1: 490 shares; 2025Q2: 478 shares; 2025Q3: 483 shares; 2025Q4: 473 shares; 2026Q1: 459 shares; 2026Q2: 459 shares 459 $430K 0.08% 0 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: 5,763 shares; 2024Q4: 5,763 shares; 2025Q1: 5,763 shares; 2025Q2: 5,763 shares; 2025Q3: 5,763 shares; 2025Q4: 5,588 shares; 2026Q1: 5,588 shares; 2026Q2: 5,588 shares 5,588 $402K 0.08% 0 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,750 shares; 2024Q4: 55,750 shares; 2025Q1: 55,750 shares; 2025Q2: 55,750 shares; 2025Q3: 55,750 shares; 2025Q4: 55,750 shares; 2026Q1: 55,750 shares; 2026Q2: 55,750 shares 55,750 $397K 0.07% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,130 shares; 2024Q4: 5,130 shares; 2025Q1: 5,130 shares; 2025Q2: 4,155 shares; 2025Q3: 4,155 shares; 2025Q4: 4,155 shares; 2026Q1: 4,155 shares; 2026Q2: 4,095 shares 4,095 $395K 0.07% -60 Timeline DFIV 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: 7,272 shares; 2024Q4: 7,272 shares; 2025Q1: 7,272 shares; 2025Q2: 7,272 shares; 2025Q3: 7,272 shares; 2025Q4: 7,272 shares; 2026Q1: 7,272 shares; 2026Q2: 7,272 shares 7,272 $393K 0.07% 0 Timeline DFAI 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: 10,103 shares; 2024Q4: 9,994 shares; 2025Q1: 9,292 shares; 2025Q2: 9,369 shares; 2025Q3: 9,374 shares; 2025Q4: 9,383 shares; 2026Q1: 9,616 shares; 2026Q2: 9,255 shares 9,255 $382K 0.07% -361 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: 6,512 shares; 2024Q4: 6,512 shares; 2025Q1: 6,570 shares; 2025Q2: 6,570 shares; 2025Q3: 6,570 shares; 2025Q4: 6,570 shares; 2026Q1: 6,570 shares; 2026Q2: 6,570 shares 6,570 $379K 0.07% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,269 shares; 2024Q4: 19,269 shares; 2025Q1: 19,269 shares; 2025Q2: 19,269 shares; 2025Q3: 19,269 shares; 2025Q4: 19,269 shares; 2026Q1: 17,269 shares; 2026Q2: 17,269 shares 17,269 $370K 0.07% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962 shares; 2024Q4: 966 shares; 2025Q1: 990 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 986 shares; 2026Q2: 986 shares 986 $338K 0.06% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 392 shares; 2026Q1: 443 shares; 2026Q2: 447 shares 447 $330K 0.06% +4 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: 2,722 shares; 2024Q4: 2,722 shares; 2025Q1: 2,722 shares; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares; 2025Q4: 2,723 shares; 2026Q1: 2,723 shares; 2026Q2: 2,723 shares 2,723 $324K 0.06% 0 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: 26,287 shares; 2024Q4: 26,287 shares; 2025Q1: 26,287 shares; 2025Q2: 13,144 shares; 2025Q3: 13,144 shares; 2025Q4: 13,144 shares; 2026Q1: 13,144 shares; 2026Q2: 13,144 shares 13,144 $294K 0.06% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares; 2026Q2: 931 shares 931 $282K 0.05% +76 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,820 shares; 2024Q4: 2,420 shares; 2025Q1: 2,420 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares; 2025Q4: 2,420 shares; 2026Q1: 2,420 shares; 2026Q2: 4,840 shares 4,840 $272K 0.05% +2,420 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: 703 shares; 2025Q4: 679 shares; 2026Q1: 669 shares; 2026Q2: 712 shares 712 $269K 0.05% +43 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,770 shares; 2026Q1: 1,773 shares; 2026Q2: 1,778 shares 1,778 $264K 0.05% +5 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: 1,795 shares 1,795 $251K 0.05% new Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 2,475 shares; 2026Q2: 2,475 shares 2,475 $249K 0.05% 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; 2024Q3: not reported; 2024Q4: 3,665 shares; 2025Q1: 4,325 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,122 shares; 2026Q1: 3,072 shares; 2026Q2: 2,334 shares 2,334 $239K 0.04% -738 Timeline CWBC COMMUNITY WEST BANCSHARES NE More: the full row for COMMUNITY WEST BANCSHARES NE 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: 8,873 shares; 2026Q2: 8,873 shares 8,873 $238K 0.04% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 2,069 shares 2,069 $236K 0.04% new 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: 2,090 shares; 2024Q4: 2,012 shares; 2025Q1: 2,012 shares; 2025Q2: 1,999 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares; 2026Q2: 1,610 shares 1,610 $236K 0.04% +1 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 878 shares 878 $236K 0.04% new 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: 638 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 539 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 539 shares 539 $230K 0.04% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD 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: 5,740 shares; 2025Q4: 5,740 shares; 2026Q1: 5,740 shares; 2026Q2: 5,740 shares 5,740 $227K 0.04% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF 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: 5,860 shares; 2025Q4: 5,860 shares; 2026Q1: 5,860 shares; 2026Q2: 5,860 shares 5,860 $226K 0.04% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,839 shares; 2024Q4: 15,640 shares; 2025Q1: 15,873 shares; 2025Q2: 16,103 shares; 2025Q3: 16,303 shares; 2025Q4: 16,480 shares; 2026Q1: 16,657 shares; 2026Q2: 16,200 shares 16,200 $225K 0.04% -457 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: not reported; 2026Q1: 1,972 shares; 2026Q2: 1,979 shares 1,979 $224K 0.04% +7 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,060 shares 1,060 $219K 0.04% new 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: not reported; 2026Q1: not reported; 2026Q2: 454 shares 454 $217K 0.04% new 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: not reported; 2024Q4: 255 shares; 2025Q1: 258 shares; 2025Q2: 278 shares; 2025Q3: 288 shares; 2025Q4: 2,890 shares; 2026Q1: 2,930 shares; 2026Q2: 3,030 shares 3,030 $216K 0.04% +100 Timeline DFAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,849 shares 7,849 $205K 0.04% new Timeline CLDI CALIDI BIOTHERAPEUTICS INC More: the full row for CALIDI BIOTHERAPEUTICS 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: 15,256 shares; 2025Q4: 20,256 shares; 2026Q1: 40,256 shares; 2026Q2: 43,239 shares 43,239 $7.35K <0.01% +2,983 Timeline