IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,867 shares; 2024Q4: 269,576 shares; 2025Q1: 271,554 shares; 2025Q2: 349,797 shares; 2025Q3: 348,695 shares; 2025Q4: 331,021 shares; 2026Q1: 327,648 shares; 2026Q2: 320,095 shares 320,095 $47.5M 11.92% -7,553 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: 466,351 shares; 2024Q4: 468,825 shares; 2025Q1: 471,416 shares; 2025Q2: 473,034 shares; 2025Q3: 471,744 shares; 2025Q4: 474,756 shares; 2026Q1: 477,326 shares; 2026Q2: 489,850 shares 489,850 $37.8M 9.48% +12,524 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: 318,592 shares; 2024Q4: 317,132 shares; 2025Q1: 324,458 shares; 2025Q2: 341,944 shares; 2025Q3: 342,800 shares; 2025Q4: 345,093 shares; 2026Q1: 342,689 shares; 2026Q2: 360,045 shares 360,045 $34.8M 8.73% +17,356 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: 87,313 shares; 2024Q4: 107,186 shares; 2025Q1: 106,972 shares; 2025Q2: 106,812 shares; 2025Q3: 106,881 shares; 2025Q4: 106,171 shares; 2026Q1: 96,398 shares; 2026Q2: 106,814 shares 106,814 $15.7M 3.93% +10,416 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: 6,869 shares; 2024Q4: 6,935 shares; 2025Q1: 6,928 shares; 2025Q2: 6,755 shares; 2025Q3: 6,648 shares; 2025Q4: 6,565 shares; 2026Q1: 5,732 shares; 2026Q2: 44,168 shares 44,168 $13.3M 3.34% +38,436 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,584 shares; 2024Q4: 127,117 shares; 2025Q1: 130,922 shares; 2025Q2: 136,975 shares; 2025Q3: 136,829 shares; 2025Q4: 141,157 shares; 2026Q1: 142,826 shares; 2026Q2: 147,709 shares 147,709 $12.2M 3.05% +4,883 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: 15,743 shares; 2024Q4: 16,068 shares; 2025Q1: 16,485 shares; 2025Q2: 16,550 shares; 2025Q3: 16,453 shares; 2025Q4: 16,401 shares; 2026Q1: 14,248 shares; 2026Q2: 14,488 shares 14,488 $10.5M 2.63% +240 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,410 shares; 2024Q4: 9,657 shares; 2025Q1: 10,558 shares; 2025Q2: 10,569 shares; 2025Q3: 13,583 shares; 2025Q4: 13,715 shares; 2026Q1: 13,500 shares; 2026Q2: 13,013 shares 13,013 $9.75M 2.45% -487 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: 34,572 shares; 2024Q4: 34,721 shares; 2025Q1: 34,215 shares; 2025Q2: 35,558 shares; 2025Q3: 35,419 shares; 2025Q4: 34,486 shares; 2026Q1: 33,056 shares; 2026Q2: 33,060 shares 33,060 $9.57M 2.4% +4 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: 33,093 shares; 2025Q3: 33,989 shares; 2025Q4: 33,601 shares; 2026Q1: 25,621 shares; 2026Q2: 20,231 shares 20,231 $8.77M 2.2% -5,390 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: 31,583 shares; 2024Q4: 31,822 shares; 2025Q1: 32,316 shares; 2025Q2: 31,908 shares; 2025Q3: 31,888 shares; 2025Q4: 32,014 shares; 2026Q1: 30,371 shares; 2026Q2: 31,285 shares 31,285 $8M 2.01% +914 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: 10,560 shares; 2024Q4: 11,079 shares; 2025Q1: 10,936 shares; 2025Q2: 10,514 shares; 2025Q3: 10,607 shares; 2025Q4: 10,835 shares; 2026Q1: 10,107 shares; 2026Q2: 10,517 shares 10,517 $7.86M 1.97% +410 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: 24,064 shares; 2024Q4: 24,228 shares; 2025Q1: 24,210 shares; 2025Q2: 24,037 shares; 2025Q3: 23,974 shares; 2025Q4: 23,314 shares; 2026Q1: 21,820 shares; 2026Q2: 23,011 shares 23,011 $7.53M 1.89% +1,191 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: 21,431 shares; 2024Q4: 21,469 shares; 2025Q1: 21,290 shares; 2025Q2: 21,153 shares; 2025Q3: 20,776 shares; 2025Q4: 20,632 shares; 2026Q1: 19,025 shares; 2026Q2: 19,359 shares 19,359 $7.31M 1.84% +334 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: 61,315 shares; 2024Q4: 61,745 shares; 2025Q1: 61,975 shares; 2025Q2: 60,119 shares; 2025Q3: 59,583 shares; 2025Q4: 58,292 shares; 2026Q1: 55,094 shares; 2026Q2: 53,890 shares 53,890 $6.33M 1.59% -1,204 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: 27,645 shares; 2024Q4: 27,586 shares; 2025Q1: 28,037 shares; 2025Q2: 28,362 shares; 2025Q3: 27,838 shares; 2025Q4: 27,933 shares; 2026Q1: 22,441 shares; 2026Q2: 25,718 shares 25,718 $6.13M 1.54% +3,277 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: 14,278 shares; 2024Q4: 14,626 shares; 2025Q1: 14,773 shares; 2025Q2: 14,770 shares; 2025Q3: 14,690 shares; 2025Q4: 14,595 shares; 2026Q1: 13,433 shares; 2026Q2: 14,239 shares 14,239 $5.66M 1.42% +806 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: 23,392 shares; 2024Q4: 23,086 shares; 2025Q1: 23,204 shares; 2025Q2: 22,729 shares; 2025Q3: 22,639 shares; 2025Q4: 21,972 shares; 2026Q1: 21,218 shares; 2026Q2: 21,930 shares 21,930 $5.52M 1.39% +712 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: 18,124 shares; 2024Q4: 18,290 shares; 2025Q1: 18,620 shares; 2025Q2: 18,500 shares; 2025Q3: 18,460 shares; 2025Q4: 18,601 shares; 2026Q1: 17,649 shares; 2026Q2: 18,370 shares 18,370 $5.48M 1.37% +721 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: 13,746 shares; 2024Q4: 13,630 shares; 2025Q1: 13,398 shares; 2025Q2: 13,264 shares; 2025Q3: 13,118 shares; 2025Q4: 12,894 shares; 2026Q1: 12,302 shares; 2026Q2: 14,512 shares 14,512 $5.41M 1.36% +2,210 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: 36,528 shares; 2024Q4: 36,827 shares; 2025Q1: 37,207 shares; 2025Q2: 37,789 shares; 2025Q3: 37,935 shares; 2025Q4: 38,193 shares; 2026Q1: 36,543 shares; 2026Q2: 37,466 shares 37,466 $5.12M 1.29% +923 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: 132,027 shares; 2024Q4: 131,788 shares; 2025Q1: 133,249 shares; 2025Q2: 136,589 shares; 2025Q3: 135,423 shares; 2025Q4: 134,359 shares; 2026Q1: 131,119 shares; 2026Q2: 130,652 shares 130,652 $4.8M 1.21% -467 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: 18,345 shares; 2024Q4: 18,571 shares; 2025Q1: 19,147 shares; 2025Q2: 19,405 shares; 2025Q3: 19,437 shares; 2025Q4: 19,115 shares; 2026Q1: 18,168 shares; 2026Q2: 18,845 shares 18,845 $4.79M 1.2% +677 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: 26,671 shares; 2024Q4: 27,035 shares; 2025Q1: 27,751 shares; 2025Q2: 28,683 shares; 2025Q3: 28,968 shares; 2025Q4: 29,459 shares; 2026Q1: 28,572 shares; 2026Q2: 29,948 shares 29,948 $3.85M 0.97% +1,376 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: 14,084 shares; 2024Q4: 14,272 shares; 2025Q1: 14,494 shares; 2025Q2: 13,995 shares; 2025Q3: 13,957 shares; 2025Q4: 13,793 shares; 2026Q1: 13,268 shares; 2026Q2: 14,112 shares 14,112 $3.84M 0.96% +844 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,104 shares; 2024Q4: 11,104 shares; 2025Q1: 11,104 shares; 2025Q2: 200,566 shares; 2025Q3: 200,193 shares; 2025Q4: 208,523 shares; 2026Q1: 201,601 shares; 2026Q2: 215,516 shares 215,516 $3.82M 0.96% +13,915 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: 21,834 shares; 2024Q4: 22,106 shares; 2025Q1: 22,488 shares; 2025Q2: 22,500 shares; 2025Q3: 22,603 shares; 2025Q4: 22,552 shares; 2026Q1: 21,409 shares; 2026Q2: 22,671 shares 22,671 $3.76M 0.94% +1,262 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: 23,405 shares; 2024Q4: 23,641 shares; 2025Q1: 23,864 shares; 2025Q2: 25,759 shares; 2025Q3: 25,648 shares; 2025Q4: 25,966 shares; 2026Q1: 25,012 shares; 2026Q2: 25,908 shares 25,908 $3.71M 0.93% +896 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: 484 shares; 2024Q4: 487 shares; 2025Q1: 472 shares; 2025Q2: 475 shares; 2025Q3: 6,878 shares; 2025Q4: 6,885 shares; 2026Q1: 4,676 shares; 2026Q2: 6,586 shares 6,586 $3.36M 0.84% +1,910 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,746 shares; 2025Q3: 55,487 shares; 2025Q4: 56,563 shares; 2026Q1: 50,196 shares; 2026Q2: 54,543 shares 54,543 $3.29M 0.83% +4,347 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,893 shares; 2025Q4: 7,631 shares; 2026Q1: 5,914 shares; 2026Q2: 7,925 shares 7,925 $3.29M 0.83% +2,011 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: 5,040 shares; 2024Q4: 5,047 shares; 2025Q1: 5,036 shares; 2025Q2: 4,950 shares; 2025Q3: 4,959 shares; 2025Q4: 4,550 shares; 2026Q1: 4,547 shares; 2026Q2: 4,552 shares 4,552 $3.2M 0.8% +5 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: 28,388 shares; 2024Q4: 29,381 shares; 2025Q1: 30,394 shares; 2025Q2: 30,579 shares; 2025Q3: 30,666 shares; 2025Q4: 31,519 shares; 2026Q1: 30,946 shares; 2026Q2: 32,733 shares 32,733 $3.13M 0.79% +1,787 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: 21,660 shares; 2024Q4: 21,797 shares; 2025Q1: 22,247 shares; 2025Q2: 22,726 shares; 2025Q3: 22,683 shares; 2025Q4: 22,794 shares; 2026Q1: 20,803 shares; 2026Q2: 22,881 shares 22,881 $3.1M 0.78% +2,078 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,184 shares; 2024Q4: 8,282 shares; 2025Q1: 8,503 shares; 2025Q2: 8,508 shares; 2025Q3: 8,475 shares; 2025Q4: 8,583 shares; 2026Q1: 7,301 shares; 2026Q2: 8,604 shares 8,604 $3.05M 0.77% +1,303 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,935 shares; 2024Q4: 19,038 shares; 2025Q1: 18,545 shares; 2025Q2: 18,237 shares; 2025Q3: 18,177 shares; 2025Q4: 18,172 shares; 2026Q1: 17,183 shares; 2026Q2: 18,248 shares 18,248 $2.95M 0.74% +1,065 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,541 shares; 2024Q4: 23,918 shares; 2025Q1: 24,510 shares; 2025Q2: 24,503 shares; 2025Q3: 24,502 shares; 2025Q4: 24,952 shares; 2026Q1: 21,572 shares; 2026Q2: 22,521 shares 22,521 $2.85M 0.72% +949 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: 5,092 shares; 2024Q4: 5,218 shares; 2025Q1: 5,179 shares; 2025Q2: 4,774 shares; 2025Q3: 4,730 shares; 2025Q4: 4,805 shares; 2026Q1: 4,029 shares; 2026Q2: 4,999 shares 4,999 $2.82M 0.71% +970 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: 9,822 shares; 2024Q4: 9,935 shares; 2025Q1: 10,289 shares; 2025Q2: 9,999 shares; 2025Q3: 9,955 shares; 2025Q4: 10,000 shares; 2026Q1: 9,184 shares; 2026Q2: 10,320 shares 10,320 $2.79M 0.7% +1,136 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,196 shares; 2024Q4: 10,181 shares; 2025Q1: 10,367 shares; 2025Q2: 10,155 shares; 2025Q3: 10,104 shares; 2025Q4: 9,951 shares; 2026Q1: 9,311 shares; 2026Q2: 10,209 shares 10,209 $2.76M 0.69% +898 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,062 shares; 2024Q4: 80,062 shares; 2025Q1: 80,062 shares; 2025Q2: 80,062 shares; 2025Q3: 80,062 shares; 2025Q4: 80,171 shares; 2026Q1: 78,484 shares; 2026Q2: 80,374 shares 80,374 $2.72M 0.68% +1,890 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: 1,985 shares; 2024Q4: 1,990 shares; 2025Q1: 1,997 shares; 2025Q2: 2,063 shares; 2025Q3: 2,522 shares; 2025Q4: 2,526 shares; 2026Q1: 2,529 shares; 2026Q2: 2,532 shares 2,532 $2.7M 0.68% +3 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,935 shares; 2024Q4: 24,039 shares; 2025Q1: 24,275 shares; 2025Q2: 23,544 shares; 2025Q3: 23,286 shares; 2025Q4: 23,513 shares; 2026Q1: 22,836 shares; 2026Q2: 27,241 shares 27,241 $2.68M 0.67% +4,405 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,304 shares; 2024Q4: 22,649 shares; 2025Q1: 22,838 shares; 2025Q2: 21,980 shares; 2025Q3: 21,642 shares; 2025Q4: 21,708 shares; 2026Q1: 21,050 shares; 2026Q2: 20,774 shares 20,774 $2.62M 0.66% -276 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: 24,452 shares; 2024Q4: 23,913 shares; 2025Q1: 23,913 shares; 2025Q2: 24,024 shares; 2025Q3: 23,944 shares; 2025Q4: 24,070 shares; 2026Q1: 24,070 shares; 2026Q2: 25,253 shares 25,253 $2.62M 0.66% +1,183 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: 32,683 shares; 2024Q4: 32,827 shares; 2025Q1: 32,792 shares; 2025Q2: 32,352 shares; 2025Q3: 32,392 shares; 2025Q4: 30,045 shares; 2026Q1: 29,901 shares; 2026Q2: 29,942 shares 29,942 $2.51M 0.63% +41 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: 28,711 shares; 2024Q4: 29,991 shares; 2025Q1: 32,332 shares; 2025Q2: 32,929 shares; 2025Q3: 32,758 shares; 2025Q4: 33,491 shares; 2026Q1: 32,598 shares; 2026Q2: 34,762 shares 34,762 $2.5M 0.63% +2,164 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,119 shares; 2024Q4: 125,442 shares; 2025Q1: 122,407 shares; 2025Q2: 113,589 shares; 2025Q3: 113,478 shares; 2025Q4: 100,896 shares; 2026Q1: 95,378 shares; 2026Q2: 99,923 shares 99,923 $2.41M 0.6% +4,545 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,465 shares; 2024Q4: 16,744 shares; 2025Q1: 17,304 shares; 2025Q2: 17,441 shares; 2025Q3: 17,546 shares; 2025Q4: 18,293 shares; 2026Q1: 18,082 shares; 2026Q2: 21,678 shares 21,678 $2.38M 0.6% +3,596 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: 35,750 shares; 2024Q4: 35,918 shares; 2025Q1: 36,310 shares; 2025Q2: 41,990 shares; 2025Q3: 42,257 shares; 2025Q4: 42,231 shares; 2026Q1: 40,446 shares; 2026Q2: 39,661 shares 39,661 $2.29M 0.57% -785 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: 32,874 shares; 2024Q4: 32,758 shares; 2025Q1: 32,926 shares; 2025Q2: 29,130 shares; 2025Q3: 11,376 shares; 2025Q4: 10,798 shares; 2026Q1: 9,394 shares; 2026Q2: 10,718 shares 10,718 $2.03M 0.51% +1,324 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM 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: 25,680 shares; 2026Q1: 23,382 shares; 2026Q2: 29,355 shares 29,355 $1.97M 0.49% +5,973 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: 2,984 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 2,995 shares; 2025Q3: 2,979 shares; 2025Q4: 2,529 shares; 2026Q1: 2,648 shares; 2026Q2: 2,658 shares 2,658 $1.96M 0.49% +10 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: 5,275 shares; 2024Q4: 5,276 shares; 2025Q1: 5,260 shares; 2025Q2: 5,242 shares; 2025Q3: 5,243 shares; 2025Q4: 5,244 shares; 2026Q1: 5,245 shares; 2026Q2: 5,246 shares 5,246 $1.87M 0.47% +1 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,151 shares; 2024Q4: 31,467 shares; 2025Q1: 31,806 shares; 2025Q2: 29,044 shares; 2025Q3: 29,449 shares; 2025Q4: 36,525 shares; 2026Q1: 36,966 shares; 2026Q2: 37,427 shares 37,427 $1.44M 0.36% +461 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,861 shares; 2024Q4: 7,258 shares; 2025Q1: 6,423 shares; 2025Q2: 6,451 shares; 2025Q3: 4,259 shares; 2025Q4: 3,738 shares; 2026Q1: 3,734 shares; 2026Q2: 3,730 shares 3,730 $1.13M 0.28% -4 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: 3,083 shares; 2024Q4: 3,085 shares; 2025Q1: 3,099 shares; 2025Q2: 3,052 shares; 2025Q3: 3,054 shares; 2025Q4: 3,056 shares; 2026Q1: 2,983 shares; 2026Q2: 2,983 shares 2,983 $1.09M 0.27% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,431 shares; 2024Q4: 1,408 shares; 2025Q1: 2,246 shares; 2025Q2: 2,421 shares; 2025Q3: 2,414 shares; 2025Q4: 2,105 shares; 2026Q1: 1,980 shares; 2026Q2: 2,105 shares 2,105 $1.05M 0.26% +125 Timeline RSP 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: 24,659 shares; 2024Q4: 24,684 shares; 2025Q1: 24,715 shares; 2025Q2: 4,594 shares; 2025Q3: 4,584 shares; 2025Q4: 4,601 shares; 2026Q1: 4,607 shares; 2026Q2: 4,623 shares 4,623 $984K 0.25% +16 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: 15,072 shares; 2024Q4: 15,113 shares; 2025Q1: 15,154 shares; 2025Q2: 15,138 shares; 2025Q3: 15,121 shares; 2025Q4: 15,046 shares; 2026Q1: 15,089 shares; 2026Q2: 15,123 shares 15,123 $862K 0.22% +34 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,893 shares; 2025Q3: 2,897 shares; 2025Q4: 2,901 shares; 2026Q1: 2,739 shares; 2026Q2: 2,742 shares 2,742 $824K 0.21% +3 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,663 shares; 2024Q4: 10,596 shares; 2025Q1: 10,596 shares; 2025Q2: 10,572 shares; 2025Q3: 10,532 shares; 2025Q4: 10,253 shares; 2026Q1: 10,237 shares; 2026Q2: 10,466 shares 10,466 $812K 0.2% +229 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: 679 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 660 shares; 2025Q4: 665 shares; 2026Q1: 665 shares; 2026Q2: 668 shares 668 $802K 0.2% +3 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,714 shares; 2024Q4: 4,714 shares; 2025Q1: 4,676 shares; 2025Q2: 4,422 shares; 2025Q3: 4,415 shares; 2025Q4: 4,415 shares; 2026Q1: 4,366 shares; 2026Q2: 4,366 shares 4,366 $780K 0.2% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,180 shares; 2024Q4: 6,180 shares; 2025Q1: 6,213 shares; 2025Q2: 6,223 shares; 2025Q3: 6,227 shares; 2025Q4: 6,227 shares; 2026Q1: 6,232 shares; 2026Q2: 6,439 shares 6,439 $729K 0.18% +207 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $726K 0.18% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,063 shares; 2024Q4: 3,069 shares; 2025Q1: 3,063 shares; 2025Q2: 3,065 shares; 2025Q3: 3,068 shares; 2025Q4: 3,070 shares; 2026Q1: 3,073 shares; 2026Q2: 3,076 shares 3,076 $686K 0.17% +3 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,050 shares; 2024Q4: 57,050 shares; 2025Q1: 57,050 shares; 2025Q2: 57,050 shares; 2025Q3: 57,050 shares; 2025Q4: 57,050 shares; 2026Q1: 57,050 shares; 2026Q2: 57,050 shares 57,050 $685K 0.17% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,945 shares; 2024Q4: 11,970 shares; 2025Q1: 11,988 shares; 2025Q2: 12,021 shares; 2025Q3: 11,979 shares; 2025Q4: 12,027 shares; 2026Q1: 12,064 shares; 2026Q2: 12,101 shares 12,101 $682K 0.17% +37 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 4,113 shares; 2026Q1: 4,115 shares; 2026Q2: 4,043 shares 4,043 $660K 0.17% -72 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,828 shares; 2024Q4: 19,828 shares; 2025Q1: 19,928 shares; 2025Q2: 19,928 shares; 2025Q3: 19,828 shares; 2025Q4: 19,828 shares; 2026Q1: 20,009 shares; 2026Q2: 20,186 shares 20,186 $645K 0.16% +177 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: 2,783 shares; 2024Q4: 2,783 shares; 2025Q1: 2,835 shares; 2025Q2: 2,887 shares; 2025Q3: 2,887 shares; 2025Q4: 2,887 shares; 2026Q1: 2,887 shares; 2026Q2: 2,887 shares 2,887 $625K 0.16% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 3,117 shares; 2025Q1: 3,123 shares; 2025Q2: 3,130 shares; 2025Q3: 3,137 shares; 2025Q4: 2,900 shares; 2026Q1: 2,904 shares; 2026Q2: 2,783 shares 2,783 $620K 0.16% -121 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,986 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,060 shares 2,060 $614K 0.15% new 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: 2,812 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,803 shares; 2025Q3: 2,801 shares; 2025Q4: 2,801 shares; 2026Q1: 2,793 shares; 2026Q2: 2,793 shares 2,793 $578K 0.15% 0 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: 29,003 shares; 2024Q4: 29,051 shares; 2025Q1: 29,355 shares; 2025Q2: 6,825 shares; 2025Q3: 5,124 shares; 2025Q4: 3,065 shares; 2026Q1: 3,065 shares; 2026Q2: 2,817 shares 2,817 $564K 0.14% -248 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,378 shares; 2024Q4: 2,388 shares; 2025Q1: 2,395 shares; 2025Q2: 2,406 shares; 2025Q3: 2,416 shares; 2025Q4: 2,428 shares; 2026Q1: 2,442 shares; 2026Q2: 2,461 shares 2,461 $551K 0.14% +19 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: 3,518 shares; 2024Q4: 3,542 shares; 2025Q1: 3,563 shares; 2025Q2: 3,587 shares; 2025Q3: 3,606 shares; 2025Q4: 3,624 shares; 2026Q1: 3,640 shares; 2026Q2: 3,655 shares 3,655 $512K 0.13% +15 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: 1,250 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,235 shares; 2026Q1: 1,235 shares; 2026Q2: 1,190 shares 1,190 $507K 0.13% -45 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,325 shares; 2025Q4: 10,325 shares; 2026Q1: 10,841 shares; 2026Q2: 10,904 shares 10,904 $507K 0.13% +63 Timeline XLE 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: 4,543 shares; 2024Q4: 4,547 shares; 2025Q1: 4,550 shares; 2025Q2: 4,555 shares; 2025Q3: 4,559 shares; 2025Q4: 9,125 shares; 2026Q1: 9,131 shares; 2026Q2: 9,139 shares 9,139 $485K 0.12% +8 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: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,273 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: 1,276 shares 1,276 $477K 0.12% +1 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: 39,186 shares; 2024Q4: 39,829 shares; 2025Q1: 40,886 shares; 2025Q2: 7,417 shares; 2025Q3: 7,187 shares; 2025Q4: 7,737 shares; 2026Q1: 7,592 shares; 2026Q2: 5,633 shares 5,633 $458K 0.11% -1,959 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,052 shares 1,052 $454K 0.11% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,543 shares; 2024Q4: 4,543 shares; 2025Q1: 4,543 shares; 2025Q2: 3,916 shares; 2025Q3: 3,914 shares; 2025Q4: 3,316 shares; 2026Q1: 3,246 shares; 2026Q2: 3,246 shares 3,246 $444K 0.11% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,563 shares; 2024Q4: 2,648 shares; 2025Q1: 2,704 shares; 2025Q2: 2,722 shares; 2025Q3: 2,739 shares; 2025Q4: 2,797 shares; 2026Q1: 2,848 shares; 2026Q2: 2,867 shares 2,867 $401K 0.1% +19 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,030 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,105 shares; 2025Q3: 2,125 shares; 2025Q4: 2,146 shares; 2026Q1: 2,167 shares; 2026Q2: 2,192 shares 2,192 $382K 0.1% +25 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: 4,167 shares; 2024Q4: 4,384 shares; 2025Q1: 4,472 shares; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 538 shares; 2026Q1: 366 shares; 2026Q2: 366 shares 366 $371K 0.09% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 2,722 shares 2,722 $369K 0.09% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,335 shares; 2024Q4: 2,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,335 shares; 2025Q3: 2,335 shares; 2025Q4: 2,335 shares; 2026Q1: 2,335 shares; 2026Q2: 2,335 shares 2,335 $366K 0.09% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,484 shares; 2024Q4: 2,490 shares; 2025Q1: 2,496 shares; 2025Q2: 2,502 shares; 2025Q3: 2,508 shares; 2025Q4: 2,514 shares; 2026Q1: 2,521 shares; 2026Q2: 2,690 shares 2,690 $339K 0.09% +169 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: 4,092 shares; 2024Q4: 3,966 shares; 2025Q1: 3,970 shares; 2025Q2: 3,723 shares; 2025Q3: 3,719 shares; 2025Q4: 3,729 shares; 2026Q1: 3,734 shares; 2026Q2: 3,748 shares 3,748 $332K 0.08% +14 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 279 shares 279 $328K 0.08% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 1,122 shares; 2025Q1: 1,127 shares; 2025Q2: 1,132 shares; 2025Q3: 1,138 shares; 2025Q4: 1,143 shares; 2026Q1: 1,148 shares; 2026Q2: 1,153 shares 1,153 $325K 0.08% +5 Timeline LCNB LCNB CORP More: the full row for LCNB 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: 16,951 shares; 2026Q1: 17,176 shares; 2026Q2: 17,393 shares 17,393 $306K 0.08% +217 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,915 shares; 2024Q4: 5,922 shares; 2025Q1: 5,928 shares; 2025Q2: 5,934 shares; 2025Q3: 5,941 shares; 2025Q4: 5,961 shares; 2026Q1: 5,981 shares; 2026Q2: 5,503 shares 5,503 $306K 0.08% -478 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: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,109 shares; 2026Q2: 1,109 shares 1,109 $298K 0.07% 0 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: 2,719 shares; 2024Q4: 2,725 shares; 2025Q1: 2,668 shares; 2025Q2: 2,677 shares; 2025Q3: 1,786 shares; 2025Q4: 1,823 shares; 2026Q1: 1,958 shares; 2026Q2: 1,963 shares 1,963 $288K 0.07% +5 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,898 shares; 2026Q2: 5,524 shares 5,524 $278K 0.07% +626 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: not reported; 2025Q1: not reported; 2025Q2: 7,910 shares; 2025Q3: 8,088 shares; 2025Q4: 8,634 shares; 2026Q1: 8,538 shares; 2026Q2: 4,823 shares 4,823 $278K 0.07% -3,715 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 688 shares 688 $266K 0.07% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $264K 0.07% 0 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: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares; 2026Q2: 1,208 shares 1,208 $263K 0.07% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,484 shares; 2024Q4: 2,488 shares; 2025Q1: 2,500 shares; 2025Q2: 2,497 shares; 2025Q3: 2,509 shares; 2025Q4: 2,524 shares; 2026Q1: 2,515 shares; 2026Q2: 2,527 shares 2,527 $263K 0.07% +12 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,854 shares; 2024Q4: 2,851 shares; 2025Q1: 2,868 shares; 2025Q2: 2,852 shares; 2025Q3: 2,814 shares; 2025Q4: 2,821 shares; 2026Q1: 2,806 shares; 2026Q2: 2,759 shares 2,759 $250K 0.06% -47 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: 1,086 shares; 2024Q4: 1,086 shares; 2025Q1: 1,086 shares; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 2,772 shares 2,772 $239K 0.06% +2,310 Timeline SOXX 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: 361 shares 361 $232K 0.06% new Timeline IVE 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: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares; 2026Q2: 1,001 shares 1,001 $227K 0.06% 0 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: 1,659 shares; 2024Q4: 1,663 shares; 2025Q1: 1,666 shares; 2025Q2: 1,670 shares; 2025Q3: 1,667 shares; 2025Q4: 1,598 shares; 2026Q1: 1,601 shares; 2026Q2: 1,490 shares 1,490 $227K 0.06% -111 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 591 shares 591 $219K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,867 shares 2,867 $204K 0.05% new 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: 601 shares 601 $201K 0.05% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,161 shares; 2024Q4: 10,161 shares; 2025Q1: 10,161 shares; 2025Q2: 10,161 shares; 2025Q3: 10,161 shares; 2025Q4: 10,161 shares; 2026Q1: 10,161 shares; 2026Q2: 10,161 shares 10,161 $95.4K 0.02% 0 Timeline