IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,442 shares; 2024Q4: 47,494 shares; 2025Q1: 47,315 shares; 2025Q2: 46,836 shares; 2025Q3: 47,465 shares; 2025Q4: 46,389 shares; 2026Q1: 46,084 shares; 2026Q2: 44,954 shares 44,954 $33.7M 8.42% -1,130 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: 49,654 shares; 2024Q4: 48,691 shares; 2025Q1: 49,913 shares; 2025Q2: 49,723 shares; 2025Q3: 50,683 shares; 2025Q4: 47,080 shares; 2026Q1: 47,425 shares; 2026Q2: 47,427 shares 47,427 $32.6M 8.15% +2 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: 6,267 shares; 2024Q4: 6,407 shares; 2025Q1: 6,348 shares; 2025Q2: 6,362 shares; 2025Q3: 7,096 shares; 2025Q4: 241,116 shares; 2026Q1: 268,309 shares; 2026Q2: 280,218 shares 280,218 $23.5M 5.87% +11,909 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,262 shares; 2024Q4: 89,757 shares; 2025Q1: 89,273 shares; 2025Q2: 91,508 shares; 2025Q3: 90,765 shares; 2025Q4: 88,313 shares; 2026Q1: 120,285 shares; 2026Q2: 284,311 shares 284,311 $21.9M 5.48% +164,026 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,328 shares; 2024Q4: 45,251 shares; 2025Q1: 45,723 shares; 2025Q2: 47,715 shares; 2025Q3: 49,297 shares; 2025Q4: 61,468 shares; 2026Q1: 61,459 shares; 2026Q2: 272,085 shares 272,085 $21.9M 5.48% +210,626 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: 17,908 shares; 2024Q4: 18,599 shares; 2025Q1: 23,940 shares; 2025Q2: 24,937 shares; 2025Q3: 26,110 shares; 2025Q4: 40,479 shares; 2026Q1: 42,428 shares; 2026Q2: 36,002 shares 36,002 $18M 4.51% -6,426 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: 53,592 shares; 2024Q4: 60,034 shares; 2025Q1: 59,575 shares; 2025Q2: 60,631 shares; 2025Q3: 61,052 shares; 2025Q4: 59,318 shares; 2026Q1: 59,469 shares; 2026Q2: 62,103 shares 62,103 $18M 4.5% +2,634 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: 38,939 shares; 2024Q4: 38,981 shares; 2025Q1: 39,249 shares; 2025Q2: 43,284 shares; 2025Q3: 43,442 shares; 2025Q4: 43,194 shares; 2026Q1: 43,475 shares; 2026Q2: 44,321 shares 44,321 $16.4M 4.1% +846 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,262 shares; 2024Q4: 145,775 shares; 2025Q1: 148,882 shares; 2025Q2: 150,060 shares; 2025Q3: 151,151 shares; 2025Q4: 133,567 shares; 2026Q1: 134,923 shares; 2026Q2: 121,827 shares 121,827 $12.1M 3.02% -13,096 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: 34,976 shares; 2024Q4: 35,684 shares; 2025Q1: 36,111 shares; 2025Q2: 37,321 shares; 2025Q3: 37,655 shares; 2025Q4: 33,177 shares; 2026Q1: 33,345 shares; 2026Q2: 33,062 shares 33,062 $10M 2.51% -283 Timeline IGSB 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: 130,338 shares; 2025Q4: 208,917 shares; 2026Q1: 215,431 shares; 2026Q2: 187,185 shares 187,185 $9.81M 2.45% -28,246 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: 148,916 shares; 2024Q4: 151,611 shares; 2025Q1: 152,678 shares; 2025Q2: 154,617 shares; 2025Q3: 155,388 shares; 2025Q4: 134,475 shares; 2026Q1: 130,677 shares; 2026Q2: 135,102 shares 135,102 $9.63M 2.41% +4,425 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,913 shares; 2024Q4: 50,190 shares; 2025Q1: 55,978 shares; 2025Q2: 57,038 shares; 2025Q3: 65,227 shares; 2025Q4: 74,965 shares; 2026Q1: 80,937 shares; 2026Q2: 87,703 shares 87,703 $8.47M 2.12% +6,766 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: 52,658 shares; 2024Q4: 53,793 shares; 2025Q1: 51,364 shares; 2025Q2: 48,602 shares; 2025Q3: 47,440 shares; 2025Q4: 34,349 shares; 2026Q1: 33,802 shares; 2026Q2: 35,522 shares 35,522 $8.41M 2.1% +1,720 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,832 shares; 2024Q4: 35,973 shares; 2025Q1: 35,990 shares; 2025Q2: 36,023 shares; 2025Q3: 36,088 shares; 2025Q4: 34,755 shares; 2026Q1: 34,799 shares; 2026Q2: 34,988 shares 34,988 $7.31M 1.83% +189 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: 12,669 shares; 2024Q4: 13,516 shares; 2025Q1: 13,365 shares; 2025Q2: 14,933 shares; 2025Q3: 15,488 shares; 2025Q4: 16,195 shares; 2026Q1: 16,263 shares; 2026Q2: 16,244 shares 16,244 $6.06M 1.52% -19 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: 14,711 shares; 2024Q4: 16,015 shares; 2025Q1: 17,098 shares; 2025Q2: 17,521 shares; 2025Q3: 17,618 shares; 2025Q4: 8,006 shares; 2026Q1: 7,998 shares; 2026Q2: 7,985 shares 7,985 $5.88M 1.47% -13 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: 11,048 shares; 2024Q4: 13,611 shares; 2025Q1: 13,939 shares; 2025Q2: 14,606 shares; 2025Q3: 14,736 shares; 2025Q4: 14,384 shares; 2026Q1: 14,624 shares; 2026Q2: 15,033 shares 15,033 $5.37M 1.34% +409 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: 16,649 shares; 2024Q4: 18,584 shares; 2025Q1: 21,045 shares; 2025Q2: 21,758 shares; 2025Q3: 22,620 shares; 2025Q4: 23,670 shares; 2026Q1: 24,580 shares; 2026Q2: 26,695 shares 26,695 $5.34M 1.34% +2,115 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: 2,852 shares; 2024Q4: 2,861 shares; 2025Q1: 2,810 shares; 2025Q2: 3,011 shares; 2025Q3: 3,604 shares; 2025Q4: 10,098 shares; 2026Q1: 10,220 shares; 2026Q2: 61,969 shares 61,969 $5.34M 1.34% +51,749 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,008 shares; 2025Q1: 27,008 shares; 2025Q2: 27,008 shares; 2025Q3: 27,008 shares; 2025Q4: 27,008 shares; 2026Q1: 27,008 shares; 2026Q2: 27,008 shares 27,008 $5.06M 1.27% 0 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: 8,331 shares; 2024Q4: 7,023 shares; 2025Q1: 6,904 shares; 2025Q2: 6,046 shares; 2025Q3: 5,645 shares; 2025Q4: 5,428 shares; 2026Q1: 5,431 shares; 2026Q2: 6,726 shares 6,726 $5.02M 1.26% +1,295 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: 5,229 shares; 2024Q4: 7,562 shares; 2025Q1: 6,921 shares; 2025Q2: 7,114 shares; 2025Q3: 7,832 shares; 2025Q4: 12,704 shares; 2026Q1: 12,858 shares; 2026Q2: 12,989 shares 12,989 $4.59M 1.15% +131 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: 13,587 shares; 2024Q4: 14,294 shares; 2025Q1: 15,192 shares; 2025Q2: 15,854 shares; 2025Q3: 16,822 shares; 2025Q4: 17,661 shares; 2026Q1: 17,563 shares; 2026Q2: 18,377 shares 18,377 $4.38M 1.1% +814 Timeline TDVG 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,195 shares; 2025Q3: 5,207 shares; 2025Q4: 14,213 shares; 2026Q1: 19,414 shares; 2026Q2: 87,200 shares 87,200 $4.28M 1.07% +67,786 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,577 shares; 2026Q1: 12,321 shares; 2026Q2: 13,478 shares 13,478 $4.08M 1.02% +1,157 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: 9,309 shares; 2024Q4: 9,608 shares; 2025Q1: 8,951 shares; 2025Q2: 10,137 shares; 2025Q3: 10,235 shares; 2025Q4: 9,736 shares; 2026Q1: 9,768 shares; 2026Q2: 10,142 shares 10,142 $3.32M 0.83% +374 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: 2,009 shares; 2024Q4: 2,124 shares; 2025Q1: 1,999 shares; 2025Q2: 2,173 shares; 2025Q3: 2,057 shares; 2025Q4: 2,159 shares; 2026Q1: 2,161 shares; 2026Q2: 2,284 shares 2,284 $2.74M 0.69% +123 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: 5,864 shares; 2024Q4: 4,878 shares; 2025Q1: 5,395 shares; 2025Q2: 5,470 shares; 2025Q3: 5,681 shares; 2025Q4: 4,751 shares; 2026Q1: 4,835 shares; 2026Q2: 4,628 shares 4,628 $2.69M 0.67% -207 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: 3,697 shares; 2024Q4: 3,981 shares; 2025Q1: 4,167 shares; 2025Q2: 4,793 shares; 2025Q3: 4,959 shares; 2025Q4: 4,820 shares; 2026Q1: 4,893 shares; 2026Q2: 4,412 shares 4,412 $2.49M 0.62% -481 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,371 shares; 2024Q4: 2,383 shares; 2025Q1: 2,414 shares; 2025Q2: 2,591 shares; 2025Q3: 2,719 shares; 2025Q4: 3,007 shares; 2026Q1: 2,967 shares; 2026Q2: 2,907 shares 2,907 $2.1M 0.53% -60 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: 9,304 shares; 2024Q4: 9,304 shares; 2025Q1: 9,305 shares; 2025Q2: 9,201 shares; 2025Q3: 9,201 shares; 2025Q4: 9,069 shares; 2026Q1: 9,069 shares; 2026Q2: 9,069 shares 9,069 $1.98M 0.49% 0 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: 5,660 shares; 2024Q4: 5,734 shares; 2025Q1: 6,216 shares; 2025Q2: 6,523 shares; 2025Q3: 6,666 shares; 2025Q4: 6,806 shares; 2026Q1: 6,491 shares; 2026Q2: 7,731 shares 7,731 $1.96M 0.49% +1,240 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: 12,724 shares; 2025Q4: 13,006 shares; 2026Q1: 13,486 shares; 2026Q2: 13,902 shares 13,902 $1.94M 0.49% +416 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 598 shares; 2025Q3: 899 shares; 2025Q4: 900 shares; 2026Q1: 1,048 shares; 2026Q2: 13,939 shares 13,939 $1.67M 0.42% +12,891 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: 7,891 shares; 2024Q4: 9,263 shares; 2025Q1: 10,094 shares; 2025Q2: 11,086 shares; 2025Q3: 11,427 shares; 2025Q4: 11,643 shares; 2026Q1: 11,441 shares; 2026Q2: 11,819 shares 11,819 $1.62M 0.4% +378 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: 3,491 shares; 2024Q4: 4,135 shares; 2025Q1: 2,617 shares; 2025Q2: 2,802 shares; 2025Q3: 2,992 shares; 2025Q4: 3,414 shares; 2026Q1: 3,673 shares; 2026Q2: 4,053 shares 4,053 $1.53M 0.38% +380 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,789 shares; 2024Q4: 9,866 shares; 2025Q1: 9,860 shares; 2025Q2: 12,042 shares; 2025Q3: 12,178 shares; 2025Q4: 12,236 shares; 2026Q1: 12,596 shares; 2026Q2: 12,956 shares 12,956 $1.52M 0.38% +360 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,474 shares; 2024Q4: 12,473 shares; 2025Q1: 12,615 shares; 2025Q2: 12,752 shares; 2025Q3: 12,752 shares; 2025Q4: 13,213 shares; 2026Q1: 13,213 shares; 2026Q2: 14,668 shares 14,668 $1.52M 0.38% +1,455 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,483 shares; 2024Q4: 1,585 shares; 2025Q1: 1,321 shares; 2025Q2: 1,232 shares; 2025Q3: 1,264 shares; 2025Q4: 1,279 shares; 2026Q1: 1,296 shares; 2026Q2: 1,349 shares 1,349 $1.44M 0.36% +53 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,044 shares; 2024Q4: 16,721 shares; 2025Q1: 15,574 shares; 2025Q2: 14,947 shares; 2025Q3: 14,947 shares; 2025Q4: 14,203 shares; 2026Q1: 14,434 shares; 2026Q2: 14,734 shares 14,734 $1.41M 0.35% +300 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,519 shares; 2024Q4: 22,203 shares; 2025Q1: 22,688 shares; 2025Q2: 20,252 shares; 2025Q3: 20,200 shares; 2025Q4: 19,101 shares; 2026Q1: 18,437 shares; 2026Q2: 16,798 shares 16,798 $1.37M 0.34% -1,639 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: 10,892 shares; 2024Q4: 11,392 shares; 2025Q1: 11,467 shares; 2025Q2: 11,179 shares; 2025Q3: 11,205 shares; 2025Q4: 9,081 shares; 2026Q1: 9,204 shares; 2026Q2: 9,115 shares 9,115 $1.35M 0.34% -89 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 60,192 shares; 2026Q1: 60,195 shares; 2026Q2: 60,198 shares 60,198 $1.34M 0.33% +3 Timeline VGK 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: 16,485 shares; 2024Q4: 14,796 shares; 2025Q1: 14,796 shares; 2025Q2: 14,796 shares; 2025Q3: 14,796 shares; 2025Q4: 14,533 shares; 2026Q1: 14,533 shares; 2026Q2: 14,533 shares 14,533 $1.29M 0.32% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,901 shares; 2024Q4: 42,201 shares; 2025Q1: 42,201 shares; 2025Q2: 42,201 shares; 2025Q3: 42,201 shares; 2025Q4: 42,201 shares; 2026Q1: 42,201 shares; 2026Q2: 41,801 shares 41,801 $1.26M 0.32% -400 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: 2,905 shares; 2024Q4: 3,023 shares; 2025Q1: 3,146 shares; 2025Q2: 3,139 shares; 2025Q3: 3,164 shares; 2025Q4: 3,271 shares; 2026Q1: 3,302 shares; 2026Q2: 4,144 shares 4,144 $1.17M 0.29% +842 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; 2024Q3: not reported; 2024Q4: 4,540 shares; 2025Q1: 18,254 shares; 2025Q2: 29,187 shares; 2025Q3: 33,206 shares; 2025Q4: 25,508 shares; 2026Q1: 25,813 shares; 2026Q2: 22,720 shares 22,720 $1.16M 0.29% -3,093 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 544 shares; 2026Q2: 576 shares 576 $1.15M 0.29% +32 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,957 shares; 2024Q4: 17,236 shares; 2025Q1: 16,994 shares; 2025Q2: 17,187 shares; 2025Q3: 14,179 shares; 2025Q4: 14,358 shares; 2026Q1: 12,247 shares; 2026Q2: 12,252 shares 12,252 $1.12M 0.28% +5 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,883 shares; 2024Q4: 2,883 shares; 2025Q1: 2,912 shares; 2025Q2: 2,917 shares; 2025Q3: 2,910 shares; 2025Q4: 2,394 shares; 2026Q1: 2,413 shares; 2026Q2: 2,399 shares 2,399 $1.1M 0.28% -14 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,500 shares; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 16,500 shares; 2025Q4: 16,500 shares; 2026Q1: 16,700 shares; 2026Q2: 16,814 shares 16,814 $1.09M 0.27% +114 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,902 shares; 2024Q4: 4,104 shares; 2025Q1: 4,098 shares; 2025Q2: 3,971 shares; 2025Q3: 4,010 shares; 2025Q4: 4,039 shares; 2026Q1: 3,976 shares; 2026Q2: 3,951 shares 3,951 $1.07M 0.27% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 797 shares; 2026Q1: 820 shares; 2026Q2: 917 shares 917 $1.06M 0.26% +97 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 5,445 shares; 2025Q1: 5,534 shares; 2025Q2: 5,631 shares; 2025Q3: 5,593 shares; 2025Q4: 5,650 shares; 2026Q1: 5,584 shares; 2026Q2: 5,498 shares 5,498 $1.05M 0.26% -86 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: 1,747 shares; 2024Q4: 1,903 shares; 2025Q1: 1,962 shares; 2025Q2: 2,176 shares; 2025Q3: 3,217 shares; 2025Q4: 3,295 shares; 2026Q1: 3,230 shares; 2026Q2: 2,870 shares 2,870 $1.01M 0.25% -360 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: 1,039 shares; 2024Q4: 1,383 shares; 2025Q1: 1,599 shares; 2025Q2: 1,671 shares; 2025Q3: 1,775 shares; 2025Q4: 1,966 shares; 2026Q1: 2,042 shares; 2026Q2: 2,380 shares 2,380 $1M 0.25% +338 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: 850 shares; 2025Q1: 855 shares; 2025Q2: 893 shares; 2025Q3: 908 shares; 2025Q4: 928 shares; 2026Q1: 952 shares; 2026Q2: 967 shares 967 $978K 0.24% +15 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: 1,585 shares; 2024Q4: 1,580 shares; 2025Q1: 1,623 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares; 2025Q4: 1,913 shares; 2026Q1: 1,914 shares; 2026Q2: 7,663 shares 7,663 $951K 0.24% +5,749 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: 1,250 shares; 2024Q4: 1,277 shares; 2025Q1: 1,321 shares; 2025Q2: 1,338 shares; 2025Q3: 1,343 shares; 2025Q4: 13,359 shares; 2026Q1: 13,566 shares; 2026Q2: 13,155 shares 13,155 $939K 0.23% -411 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,827 shares; 2024Q4: 6,753 shares; 2025Q1: 8,380 shares; 2025Q2: 9,205 shares; 2025Q3: 9,155 shares; 2025Q4: 6,419 shares; 2026Q1: 6,419 shares; 2026Q2: 7,871 shares 7,871 $869K 0.22% +1,452 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: 1,696 shares; 2024Q4: 1,984 shares; 2025Q1: 2,149 shares; 2025Q2: 2,176 shares; 2025Q3: 2,201 shares; 2025Q4: 2,217 shares; 2026Q1: 2,147 shares; 2026Q2: 2,475 shares 2,475 $849K 0.21% +328 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,700 shares; 2025Q4: 14,919 shares; 2026Q1: 15,042 shares; 2026Q2: 15,244 shares 15,244 $798K 0.2% +202 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,286 shares; 2025Q2: 5,507 shares; 2025Q3: 6,948 shares; 2025Q4: 9,268 shares; 2026Q1: 11,139 shares; 2026Q2: 9,958 shares 9,958 $787K 0.2% -1,181 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: 2,271 shares; 2024Q4: 2,310 shares; 2025Q1: 2,290 shares; 2025Q2: 1,880 shares; 2025Q3: 2,417 shares; 2025Q4: 2,691 shares; 2026Q1: 4,515 shares; 2026Q2: 4,678 shares 4,678 $775K 0.19% +163 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,674 shares; 2024Q4: 6,468 shares; 2025Q1: 6,468 shares; 2025Q2: 5,730 shares; 2025Q3: 5,182 shares; 2025Q4: 5,195 shares; 2026Q1: 5,191 shares; 2026Q2: 4,994 shares 4,994 $760K 0.19% -197 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $747K 0.19% 0 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: 2,937 shares; 2024Q4: 3,175 shares; 2025Q1: 3,377 shares; 2025Q2: 3,537 shares; 2025Q3: 3,584 shares; 2025Q4: 3,634 shares; 2026Q1: 3,617 shares; 2026Q2: 3,927 shares 3,927 $745K 0.19% +310 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 2,070 shares; 2025Q1: 2,107 shares; 2025Q2: 2,110 shares; 2025Q3: 2,092 shares; 2025Q4: 2,132 shares; 2026Q1: 2,185 shares; 2026Q2: 2,180 shares 2,180 $743K 0.19% -5 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,041 shares; 2024Q4: 7,041 shares; 2025Q1: 7,041 shares; 2025Q2: 5,712 shares; 2025Q3: 5,713 shares; 2025Q4: 7,052 shares; 2026Q1: 7,052 shares; 2026Q2: 7,052 shares 7,052 $734K 0.18% 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: 690 shares; 2024Q4: 716 shares; 2025Q1: 756 shares; 2025Q2: 777 shares; 2025Q3: 772 shares; 2025Q4: 724 shares; 2026Q1: 728 shares; 2026Q2: 750 shares 750 $702K 0.18% +22 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,100 shares; 2024Q4: 21,100 shares; 2025Q1: 21,100 shares; 2025Q2: 21,100 shares; 2025Q3: 21,100 shares; 2025Q4: 16,600 shares; 2026Q1: 16,600 shares; 2026Q2: 16,500 shares 16,500 $664K 0.17% -100 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: 10,383 shares; 2026Q1: 10,720 shares; 2026Q2: 10,969 shares 10,969 $659K 0.16% +249 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: 898 shares; 2025Q3: 959 shares; 2025Q4: not reported; 2026Q1: 596 shares; 2026Q2: 1,379 shares 1,379 $659K 0.16% +783 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,771 shares; 2024Q4: 4,505 shares; 2025Q1: 4,733 shares; 2025Q2: 4,229 shares; 2025Q3: 4,730 shares; 2025Q4: 4,875 shares; 2026Q1: 4,872 shares; 2026Q2: 4,861 shares 4,861 $658K 0.16% -11 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 2,893 shares 2,893 $648K 0.16% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288 shares; 2024Q4: 1,288 shares; 2025Q1: 1,288 shares; 2025Q2: 1,333 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares; 2026Q2: 1,703 shares 1,703 $627K 0.16% -130 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,806 shares; 2024Q4: 3,807 shares; 2025Q1: 3,963 shares; 2025Q2: 3,885 shares; 2025Q3: 3,923 shares; 2025Q4: 3,938 shares; 2026Q1: 3,962 shares; 2026Q2: 3,927 shares 3,927 $594K 0.15% -35 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: 537 shares; 2024Q4: 539 shares; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,116 shares; 2025Q4: 1,121 shares; 2026Q1: 1,125 shares; 2026Q2: 1,129 shares 1,129 $590K 0.15% +4 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: 4,511 shares; 2024Q4: 4,704 shares; 2025Q1: 4,841 shares; 2025Q2: 4,998 shares; 2025Q3: 4,746 shares; 2025Q4: 4,247 shares; 2026Q1: 4,223 shares; 2026Q2: 3,971 shares 3,971 $582K 0.15% -252 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653 shares; 2024Q4: 692 shares; 2025Q1: 774 shares; 2025Q2: 929 shares; 2025Q3: 925 shares; 2025Q4: 948 shares; 2026Q1: 1,003 shares; 2026Q2: 1,120 shares 1,120 $575K 0.14% +117 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: 1,374 shares; 2024Q4: 1,343 shares; 2025Q1: 1,540 shares; 2025Q2: 1,417 shares; 2025Q3: 1,487 shares; 2025Q4: 1,539 shares; 2026Q1: 1,547 shares; 2026Q2: 1,578 shares 1,578 $571K 0.14% +31 Timeline SLYG 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: 5,098 shares; 2024Q4: 5,493 shares; 2025Q1: 5,376 shares; 2025Q2: 4,909 shares; 2025Q3: 4,794 shares; 2025Q4: 4,733 shares; 2026Q1: 4,735 shares; 2026Q2: 4,736 shares 4,736 $564K 0.14% +1 Timeline 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: 80,152 shares; 2024Q4: 74,981 shares; 2025Q1: 69,976 shares; 2025Q2: 80,636 shares; 2025Q3: 10,727 shares; 2025Q4: 8,251 shares; 2026Q1: 7,951 shares; 2026Q2: 7,199 shares 7,199 $561K 0.14% -752 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,310 shares; 2024Q4: 1,400 shares; 2025Q1: 1,353 shares; 2025Q2: 1,432 shares; 2025Q3: 1,462 shares; 2025Q4: 1,486 shares; 2026Q1: 1,492 shares; 2026Q2: 1,640 shares 1,640 $555K 0.14% +148 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: 1,091 shares; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,389 shares; 2025Q4: 1,439 shares; 2026Q1: 1,409 shares; 2026Q2: 1,471 shares 1,471 $550K 0.14% +62 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,491 shares; 2025Q4: 3,686 shares; 2026Q1: 3,781 shares; 2026Q2: 3,854 shares 3,854 $522K 0.13% +73 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,050 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,015 shares; 2026Q2: 6,189 shares 6,189 $497K 0.12% +174 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,484 shares; 2024Q4: 2,612 shares; 2025Q1: 2,557 shares; 2025Q2: 4,935 shares; 2025Q3: 3,114 shares; 2025Q4: 3,280 shares; 2026Q1: 3,174 shares; 2026Q2: 3,378 shares 3,378 $495K 0.12% +204 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: 1,634 shares; 2024Q4: 1,623 shares; 2025Q1: 1,517 shares; 2025Q2: 1,429 shares; 2025Q3: 1,364 shares; 2025Q4: 1,249 shares; 2026Q1: 1,414 shares; 2026Q2: 1,620 shares 1,620 $483K 0.12% +206 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 611 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $479K 0.12% 0 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: 7,631 shares; 2024Q4: 8,427 shares; 2025Q1: 6,389 shares; 2025Q2: 6,255 shares; 2025Q3: 6,448 shares; 2025Q4: 6,861 shares; 2026Q1: 7,272 shares; 2026Q2: 8,362 shares 8,362 $476K 0.12% +1,090 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,548 shares; 2024Q4: 2,749 shares; 2025Q1: 2,750 shares; 2025Q2: 2,751 shares; 2025Q3: 3,186 shares; 2025Q4: 2,999 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $474K 0.12% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,535 shares; 2024Q4: 6,535 shares; 2025Q1: 6,535 shares; 2025Q2: 6,757 shares; 2025Q3: 6,757 shares; 2025Q4: 6,757 shares; 2026Q1: 6,757 shares; 2026Q2: 6,220 shares 6,220 $470K 0.12% -537 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,276 shares; 2024Q4: 5,890 shares; 2025Q1: 5,395 shares; 2025Q2: 5,166 shares; 2025Q3: 5,068 shares; 2025Q4: 4,951 shares; 2026Q1: 4,972 shares; 2026Q2: 4,997 shares 4,997 $466K 0.12% +25 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA 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: 371 shares; 2025Q4: 377 shares; 2026Q1: 379 shares; 2026Q2: 389 shares 389 $457K 0.11% +10 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: 1,405 shares; 2024Q4: 1,592 shares; 2025Q1: 1,879 shares; 2025Q2: 1,605 shares; 2025Q3: 1,574 shares; 2025Q4: 1,682 shares; 2026Q1: 1,701 shares; 2026Q2: 1,740 shares 1,740 $438K 0.11% +39 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 8,660 shares 8,660 $435K 0.11% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,356 shares; 2024Q4: 8,438 shares; 2025Q1: 8,514 shares; 2025Q2: 8,514 shares; 2025Q3: 8,514 shares; 2025Q4: 7,942 shares; 2026Q1: 7,904 shares; 2026Q2: 7,536 shares 7,536 $435K 0.11% -368 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,760 shares; 2024Q4: 11,894 shares; 2025Q1: 13,739 shares; 2025Q2: 15,983 shares; 2025Q3: 28,529 shares; 2025Q4: 8,764 shares; 2026Q1: 8,736 shares; 2026Q2: 8,430 shares 8,430 $426K 0.11% -306 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: 3,440 shares; 2026Q1: 3,575 shares; 2026Q2: 3,592 shares 3,592 $422K 0.11% +17 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares; 2026Q2: 1,419 shares 1,419 $412K 0.1% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 935 shares 935 $405K 0.1% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,421 shares; 2024Q4: 3,424 shares; 2025Q1: 3,426 shares; 2025Q2: 3,429 shares; 2025Q3: 3,431 shares; 2025Q4: 3,434 shares; 2026Q1: 3,435 shares; 2026Q2: 3,437 shares 3,437 $404K 0.1% +2 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: 2,815 shares; 2024Q4: 2,915 shares; 2025Q1: 2,975 shares; 2025Q2: 2,794 shares; 2025Q3: 2,851 shares; 2025Q4: 2,767 shares; 2026Q1: 2,776 shares; 2026Q2: 2,801 shares 2,801 $401K 0.1% +25 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,973 shares; 2025Q3: 3,163 shares; 2025Q4: 3,016 shares; 2026Q1: 3,020 shares; 2026Q2: 3,023 shares 3,023 $400K 0.1% +3 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,019 shares; 2025Q4: 3,689 shares; 2026Q1: 3,708 shares; 2026Q2: 3,693 shares 3,693 $397K 0.1% -15 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: 2,417 shares; 2025Q3: 2,606 shares; 2025Q4: 2,896 shares; 2026Q1: 3,124 shares; 2026Q2: 3,466 shares 3,466 $393K 0.1% +342 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: 7,168 shares; 2024Q4: 6,712 shares; 2025Q1: 6,217 shares; 2025Q2: 5,576 shares; 2025Q3: 5,579 shares; 2025Q4: 3,508 shares; 2026Q1: 3,510 shares; 2026Q2: 3,489 shares 3,489 $385K 0.1% -21 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,883 shares; 2024Q4: 1,833 shares; 2025Q1: 1,964 shares; 2025Q2: 1,825 shares; 2025Q3: 1,844 shares; 2025Q4: 1,931 shares; 2026Q1: 2,033 shares; 2026Q2: 2,159 shares 2,159 $365K 0.09% +126 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: not reported; 2024Q4: 632 shares; 2025Q1: not reported; 2025Q2: 698 shares; 2025Q3: 773 shares; 2025Q4: 777 shares; 2026Q1: 820 shares; 2026Q2: 855 shares 855 $364K 0.09% +35 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,082 shares; 2026Q2: 4,297 shares 4,297 $358K 0.09% +215 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 1,004 shares; 2025Q1: 1,094 shares; 2025Q2: 1,044 shares; 2025Q3: 1,053 shares; 2025Q4: 1,060 shares; 2026Q1: 1,085 shares; 2026Q2: 1,064 shares 1,064 $353K 0.09% -21 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,923 shares; 2024Q4: 1,923 shares; 2025Q1: 1,923 shares; 2025Q2: 1,923 shares; 2025Q3: 1,923 shares; 2025Q4: 1,923 shares; 2026Q1: 1,923 shares; 2026Q2: 1,923 shares 1,923 $350K 0.09% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,481 shares; 2026Q1: 2,525 shares; 2026Q2: 2,495 shares 2,495 $349K 0.09% -30 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,411 shares; 2026Q2: 6,571 shares 6,571 $343K 0.09% +160 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,133 shares 1,133 $342K 0.09% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 1,051 shares; 2025Q1: 933 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 788 shares 788 $328K 0.08% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,105 shares; 2025Q3: 150,711 shares; 2025Q4: 8,848 shares; 2026Q1: 10,071 shares; 2026Q2: 6,305 shares 6,305 $319K 0.08% -3,766 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 929 shares 929 $317K 0.08% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 681 shares; 2026Q2: 681 shares 681 $313K 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,833 shares; 2025Q2: 3,314 shares; 2025Q3: 3,429 shares; 2025Q4: 3,563 shares; 2026Q1: 3,616 shares; 2026Q2: 3,691 shares 3,691 $305K 0.08% +75 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,249 shares; 2024Q4: 2,704 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,020 shares; 2026Q1: 2,152 shares; 2026Q2: 2,309 shares 2,309 $297K 0.07% +157 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 1,187 shares; 2025Q1: 1,271 shares; 2025Q2: 1,300 shares; 2025Q3: 1,153 shares; 2025Q4: 1,117 shares; 2026Q1: 1,221 shares; 2026Q2: 1,357 shares 1,357 $297K 0.07% +136 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE 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: 1,700 shares 1,700 $295K 0.07% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 2,093 shares; 2025Q1: 2,086 shares; 2025Q2: 1,987 shares; 2025Q3: 1,963 shares; 2025Q4: 2,126 shares; 2026Q1: 2,262 shares; 2026Q2: 2,238 shares 2,238 $290K 0.07% -24 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,200 shares; 2025Q3: 17,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,350 shares 15,350 $290K 0.07% +350 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,742 shares; 2025Q1: 4,065 shares; 2025Q2: 3,808 shares; 2025Q3: 5,021 shares; 2025Q4: 5,520 shares; 2026Q1: 5,520 shares; 2026Q2: 5,520 shares 5,520 $282K 0.07% 0 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 5,000 shares 5,000 $280K 0.07% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES 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: 660 shares 660 $262K 0.07% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,091 shares; 2024Q4: 3,464 shares; 2025Q1: 2,938 shares; 2025Q2: 2,746 shares; 2025Q3: 2,772 shares; 2025Q4: 1,352 shares; 2026Q1: 1,505 shares; 2026Q2: 1,717 shares 1,717 $260K 0.07% +212 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,802 shares; 2024Q4: 8,639 shares; 2025Q1: 9,303 shares; 2025Q2: 9,307 shares; 2025Q3: 4,225 shares; 2025Q4: 3,980 shares; 2026Q1: 4,454 shares; 2026Q2: 4,480 shares 4,480 $259K 0.06% +26 Timeline IWP 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: 1,747 shares 1,747 $256K 0.06% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T 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: 4,715 shares; 2025Q4: 4,715 shares; 2026Q1: 4,715 shares; 2026Q2: 4,715 shares 4,715 $255K 0.06% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 333 shares 333 $254K 0.06% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 361 shares 361 $254K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222 shares; 2026Q2: 1,382 shares 1,382 $250K 0.06% +160 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: 26,190 shares; 2024Q4: 27,322 shares; 2025Q1: not reported; 2025Q2: 1,784 shares; 2025Q3: 1,886 shares; 2025Q4: 2,050 shares; 2026Q1: 2,190 shares; 2026Q2: 2,116 shares 2,116 $247K 0.06% -74 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: not reported; 2026Q2: 2,407 shares 2,407 $242K 0.06% new Timeline STIP 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: 2,299 shares 2,299 $235K 0.06% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 862 shares 862 $234K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,016 shares; 2025Q3: 1,046 shares; 2025Q4: 1,055 shares; 2026Q1: 1,024 shares; 2026Q2: 1,076 shares 1,076 $233K 0.06% +52 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 684 shares 684 $229K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,027 shares; 2025Q3: 2,028 shares; 2025Q4: 2,029 shares; 2026Q1: 2,030 shares; 2026Q2: 4,074 shares 4,074 $229K 0.06% +2,044 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: not reported; 2024Q4: 3,824 shares; 2025Q1: 4,079 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,756 shares; 2026Q2: 3,932 shares 3,932 $227K 0.06% +176 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 2,911 shares; 2026Q2: 3,033 shares 3,033 $225K 0.06% +122 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 852 shares; 2026Q2: 871 shares 871 $223K 0.06% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,701 shares 2,701 $222K 0.06% new Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,400 shares 2,400 $222K 0.06% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: not reported; 2026Q2: 7,500 shares 7,500 $221K 0.06% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 649 shares; 2024Q4: 400 shares; 2025Q1: 394 shares; 2025Q2: 407 shares; 2025Q3: 402 shares; 2025Q4: 2,010 shares; 2026Q1: 2,110 shares; 2026Q2: 2,184 shares 2,184 $217K 0.05% +74 Timeline XLV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,356 shares 1,356 $215K 0.05% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 412 shares; 2025Q4: 430 shares; 2026Q1: 448 shares; 2026Q2: 421 shares 421 $214K 0.05% -27 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,054 shares; 2024Q4: 1,978 shares; 2025Q1: 2,006 shares; 2025Q2: 2,000 shares; 2025Q3: 1,989 shares; 2025Q4: 1,350 shares; 2026Q1: 1,363 shares; 2026Q2: 1,325 shares 1,325 $212K 0.05% -38 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212 shares; 2024Q4: 1,449 shares; 2025Q1: 1,539 shares; 2025Q2: 1,435 shares; 2025Q3: 1,378 shares; 2025Q4: 1,401 shares; 2026Q1: 1,455 shares; 2026Q2: 1,344 shares 1,344 $210K 0.05% -111 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,381 shares 2,381 $209K 0.05% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,850 shares 1,850 $206K 0.05% new Timeline WAT WATERS CORP More: the full row for WATERS 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: 543 shares 543 $204K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,544 shares; 2025Q2: 4,709 shares; 2025Q3: 4,671 shares; 2025Q4: not reported; 2026Q1: 5,100 shares; 2026Q2: 4,736 shares 4,736 $201K 0.05% -364 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,750 shares; 2024Q4: 15,750 shares; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 15,600 shares; 2025Q4: 15,600 shares; 2026Q1: 15,600 shares; 2026Q2: 15,600 shares 15,600 $146K 0.04% 0 Timeline EFR EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,356 shares; 2024Q4: 26,387 shares; 2025Q1: 26,217 shares; 2025Q2: 26,248 shares; 2025Q3: 26,279 shares; 2025Q4: 24,850 shares; 2026Q1: 24,850 shares; 2026Q2: 10,000 shares 10,000 $106K 0.03% -14,850 Timeline NNVC NANOVIRICIDES INC More: the full row for NANOVIRICIDES 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $13.8K <0.01% 0 Timeline