BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,188 shares; 2024Q4: 303,081 shares; 2025Q1: 323,363 shares; 2025Q2: 328,063 shares; 2025Q3: 324,712 shares; 2025Q4: 358,522 shares; 2026Q1: 371,207 shares; 2026Q2: 395,782 shares 395,782 $29.1M 10.63% +24,575 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: 147,776 shares; 2024Q4: 143,978 shares; 2025Q1: 141,847 shares; 2025Q2: 136,591 shares; 2025Q3: 128,760 shares; 2025Q4: 111,530 shares; 2026Q1: 107,496 shares; 2026Q2: 105,776 shares 105,776 $22.5M 8.23% -1,720 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: 85,273 shares; 2024Q4: 90,268 shares; 2025Q1: 98,462 shares; 2025Q2: 101,255 shares; 2025Q3: 104,715 shares; 2025Q4: 103,396 shares; 2026Q1: 98,828 shares; 2026Q2: 102,924 shares 102,924 $22.4M 8.21% +4,096 Timeline SCHF 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: 265,833 shares; 2024Q4: 534,827 shares; 2025Q1: 541,157 shares; 2025Q2: 542,851 shares; 2025Q3: 541,666 shares; 2025Q4: 562,138 shares; 2026Q1: 560,316 shares; 2026Q2: 554,766 shares 554,766 $15.4M 5.62% -5,550 Timeline SCHA 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: 172,041 shares; 2024Q4: 370,084 shares; 2025Q1: 380,429 shares; 2025Q2: 388,420 shares; 2025Q3: 386,732 shares; 2025Q4: 378,123 shares; 2026Q1: 392,723 shares; 2026Q2: 410,967 shares 410,967 $14.8M 5.43% +18,244 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: 17,788 shares; 2024Q4: 17,338 shares; 2025Q1: 19,334 shares; 2025Q2: 19,765 shares; 2025Q3: 20,645 shares; 2025Q4: 21,951 shares; 2026Q1: 24,106 shares; 2026Q2: 146,349 shares 146,349 $12.6M 4.61% +122,243 Timeline SCHM 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: 113,847 shares; 2024Q4: 339,599 shares; 2025Q1: 345,587 shares; 2025Q2: 345,072 shares; 2025Q3: 342,986 shares; 2025Q4: 340,882 shares; 2026Q1: 332,214 shares; 2026Q2: 322,842 shares 322,842 $11.9M 4.35% -9,372 Timeline SCHV 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: 13,096 shares; 2025Q4: 141,464 shares; 2026Q1: 295,797 shares; 2026Q2: 329,224 shares 329,224 $11.5M 4.19% +33,427 Timeline SCHJ 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: 85,190 shares; 2025Q1: 65,289 shares; 2025Q2: 64,967 shares; 2025Q3: 139,357 shares; 2025Q4: 250,184 shares; 2026Q1: 373,536 shares; 2026Q2: 416,772 shares 416,772 $10.3M 3.76% +43,236 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: 34,918 shares; 2024Q4: 35,090 shares; 2025Q1: 38,027 shares; 2025Q2: 40,099 shares; 2025Q3: 42,596 shares; 2025Q4: 62,686 shares; 2026Q1: 87,829 shares; 2026Q2: 94,044 shares 94,044 $7.88M 2.88% +6,215 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,793 shares; 2024Q4: 46,551 shares; 2025Q1: 38,393 shares; 2025Q2: 39,105 shares; 2025Q3: 37,793 shares; 2025Q4: 44,368 shares; 2026Q1: 55,773 shares; 2026Q2: 59,201 shares 59,201 $7.04M 2.58% +3,428 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: 51,751 shares; 2024Q4: 55,442 shares; 2025Q1: 66,420 shares; 2025Q2: 67,804 shares; 2025Q3: 71,563 shares; 2025Q4: 78,837 shares; 2026Q1: 84,394 shares; 2026Q2: 93,700 shares 93,700 $6.68M 2.44% +9,306 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: 7,467 shares; 2024Q4: 9,162 shares; 2025Q1: 11,189 shares; 2025Q2: 11,186 shares; 2025Q3: 10,838 shares; 2025Q4: 10,224 shares; 2026Q1: 8,927 shares; 2026Q2: 8,711 shares 8,711 $6.41M 2.35% -216 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: 8,837 shares; 2024Q4: 8,861 shares; 2025Q1: 8,780 shares; 2025Q2: 8,618 shares; 2025Q3: 8,564 shares; 2025Q4: 8,535 shares; 2026Q1: 8,550 shares; 2026Q2: 8,569 shares 8,569 $6.4M 2.34% +19 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: 31,450 shares; 2024Q4: 36,535 shares; 2025Q1: 46,664 shares; 2025Q2: 48,025 shares; 2025Q3: 45,812 shares; 2025Q4: 54,421 shares; 2026Q1: 59,439 shares; 2026Q2: 63,665 shares 63,665 $5.03M 1.84% +4,226 Timeline SCHG 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: 12,833 shares; 2024Q4: 57,356 shares; 2025Q1: 84,098 shares; 2025Q2: 86,737 shares; 2025Q3: 97,238 shares; 2025Q4: 110,617 shares; 2026Q1: 122,347 shares; 2026Q2: 147,121 shares 147,121 $4.98M 1.82% +24,774 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 48,158 shares; 2026Q1: 99,066 shares; 2026Q2: 112,492 shares 112,492 $4.72M 1.73% +13,426 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,594 shares; 2024Q4: 137,807 shares; 2025Q1: 145,328 shares; 2025Q2: 151,163 shares; 2025Q3: 147,364 shares; 2025Q4: 141,438 shares; 2026Q1: 122,947 shares; 2026Q2: 123,057 shares 123,057 $4.46M 1.63% +110 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,042 shares; 2024Q4: 130,959 shares; 2025Q1: 136,770 shares; 2025Q2: 185,356 shares; 2025Q3: 209,602 shares; 2025Q4: 192,554 shares; 2026Q1: 140,596 shares; 2026Q2: 181,395 shares 181,395 $4.39M 1.61% +40,799 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,020 shares; 2024Q4: 34,026 shares; 2025Q1: 89,701 shares; 2025Q2: 127,826 shares; 2025Q3: 147,783 shares; 2025Q4: 140,436 shares; 2026Q1: 103,295 shares; 2026Q2: 147,599 shares 147,599 $3.73M 1.36% +44,304 Timeline VCLT 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: 37,667 shares; 2024Q4: 40,804 shares; 2025Q1: 42,962 shares; 2025Q2: 43,352 shares; 2025Q3: 43,968 shares; 2025Q4: 47,115 shares; 2026Q1: 48,137 shares; 2026Q2: 48,335 shares 48,335 $3.64M 1.33% +198 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,330 shares; 2024Q4: 87,080 shares; 2025Q1: 96,924 shares; 2025Q2: 96,924 shares; 2025Q3: 96,924 shares; 2025Q4: 91,024 shares; 2026Q1: 96,084 shares; 2026Q2: 81,386 shares 81,386 $3.21M 1.18% -14,698 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: 7,795 shares; 2024Q4: 8,110 shares; 2025Q1: 8,650 shares; 2025Q2: 9,103 shares; 2025Q3: 9,095 shares; 2025Q4: 8,864 shares; 2026Q1: 8,861 shares; 2026Q2: 9,721 shares 9,721 $2.95M 1.08% +860 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,472 shares; 2026Q1: 201,498 shares; 2026Q2: 213,893 shares 213,893 $2.59M 0.95% +12,395 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,956 shares; 2024Q4: 4,963 shares; 2025Q1: 4,788 shares; 2025Q2: 4,793 shares; 2025Q3: 4,799 shares; 2025Q4: 6,395 shares; 2026Q1: 6,350 shares; 2026Q2: 6,209 shares 6,209 $2.54M 0.93% -141 Timeline IBDU 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: 12,557 shares; 2025Q1: 19,520 shares; 2025Q2: 31,939 shares; 2025Q3: 37,733 shares; 2025Q4: 46,022 shares; 2026Q1: 54,191 shares; 2026Q2: 109,054 shares 109,054 $2.53M 0.92% +54,863 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: 6,259 shares; 2024Q4: 5,973 shares; 2025Q1: 6,510 shares; 2025Q2: 6,534 shares; 2025Q3: 6,395 shares; 2025Q4: 6,744 shares; 2026Q1: 6,951 shares; 2026Q2: 6,909 shares 6,909 $2.09M 0.77% -42 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: 4,780 shares; 2024Q4: 4,781 shares; 2025Q1: 4,781 shares; 2025Q2: 3,834 shares; 2025Q3: 3,773 shares; 2025Q4: 6,456 shares; 2026Q1: 5,757 shares; 2026Q2: 6,596 shares 6,596 $1.91M 0.7% +839 Timeline SCHZ 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: 58,568 shares; 2024Q4: 108,159 shares; 2025Q1: 96,009 shares; 2025Q2: 91,808 shares; 2025Q3: 85,952 shares; 2025Q4: 86,689 shares; 2026Q1: 82,130 shares; 2026Q2: 82,297 shares 82,297 $1.9M 0.7% +167 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,639 shares; 2024Q4: 141,563 shares; 2025Q1: 140,641 shares; 2025Q2: 165,825 shares; 2025Q3: 177,860 shares; 2025Q4: 163,022 shares; 2026Q1: 103,227 shares; 2026Q2: 72,435 shares 72,435 $1.76M 0.64% -30,792 Timeline PXH 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: 23,644 shares; 2026Q1: 54,553 shares; 2026Q2: 61,577 shares 61,577 $1.72M 0.63% +7,024 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,487 shares; 2024Q4: 14,304 shares; 2025Q1: 20,637 shares; 2025Q2: 21,030 shares; 2025Q3: 22,933 shares; 2025Q4: 27,175 shares; 2026Q1: 26,955 shares; 2026Q2: 27,738 shares 27,738 $1.66M 0.61% +783 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: 2,721 shares; 2024Q4: 2,727 shares; 2025Q1: 3,305 shares; 2025Q2: 2,449 shares; 2025Q3: 2,452 shares; 2025Q4: 2,426 shares; 2026Q1: 2,429 shares; 2026Q2: 2,371 shares 2,371 $1.63M 0.6% -58 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,252 shares; 2024Q4: 6,252 shares; 2025Q1: 6,965 shares; 2025Q2: 6,965 shares; 2025Q3: 6,965 shares; 2025Q4: 6,965 shares; 2026Q1: 7,897 shares; 2026Q2: 7,897 shares 7,897 $1.59M 0.58% 0 Timeline IBDV 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: 13,933 shares; 2025Q2: 23,283 shares; 2025Q3: 26,588 shares; 2025Q4: 28,299 shares; 2026Q1: 29,460 shares; 2026Q2: 68,376 shares 68,376 $1.49M 0.55% +38,916 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: 2,132 shares; 2024Q4: 2,167 shares; 2025Q1: 2,013 shares; 2025Q2: 2,019 shares; 2025Q3: 2,049 shares; 2025Q4: 1,739 shares; 2026Q1: 1,737 shares; 2026Q2: 1,740 shares 1,740 $1.3M 0.48% +3 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: 5,117 shares; 2024Q4: 5,130 shares; 2025Q1: 5,096 shares; 2025Q2: 4,725 shares; 2025Q3: 4,197 shares; 2025Q4: 4,314 shares; 2026Q1: 4,320 shares; 2026Q2: 4,327 shares 4,327 $1.3M 0.48% +7 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: 3,158 shares; 2024Q4: 3,159 shares; 2025Q1: 3,161 shares; 2025Q2: 3,331 shares; 2025Q3: 3,279 shares; 2025Q4: 3,256 shares; 2026Q1: 3,258 shares; 2026Q2: 3,308 shares 3,308 $1.23M 0.45% +50 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: 53,314 shares; 2024Q4: 59,405 shares; 2025Q1: 58,155 shares; 2025Q2: 57,629 shares; 2025Q3: 54,174 shares; 2025Q4: 35,741 shares; 2026Q1: 13,797 shares; 2026Q2: 11,007 shares 11,007 $1.05M 0.38% -2,790 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: 2,223 shares; 2024Q4: 2,226 shares; 2025Q1: 2,216 shares; 2025Q2: 2,219 shares; 2025Q3: 2,214 shares; 2025Q4: 2,181 shares; 2026Q1: 2,132 shares; 2026Q2: 8,434 shares 8,434 $1.05M 0.38% +6,302 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,897 shares; 2024Q4: 3,903 shares; 2025Q1: 3,906 shares; 2025Q2: 3,774 shares; 2025Q3: 3,756 shares; 2025Q4: 3,830 shares; 2026Q1: 3,688 shares; 2026Q2: 3,692 shares 3,692 $897K 0.33% +4 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,035 shares; 2024Q4: 2,042 shares; 2025Q1: 2,047 shares; 2025Q2: 2,052 shares; 2025Q3: 2,057 shares; 2025Q4: 2,063 shares; 2026Q1: 2,067 shares; 2026Q2: 2,072 shares 2,072 $883K 0.32% +5 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,003 shares; 2024Q4: 24,209 shares; 2025Q1: 23,844 shares; 2025Q2: 24,058 shares; 2025Q3: 26,688 shares; 2025Q4: 26,903 shares; 2026Q1: 27,089 shares; 2026Q2: 28,886 shares 28,886 $837K 0.31% +1,797 Timeline VGLT 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: 12,188 shares; 2024Q4: 12,449 shares; 2025Q1: 12,536 shares; 2025Q2: 12,674 shares; 2025Q3: 12,817 shares; 2025Q4: 13,007 shares; 2026Q1: 13,101 shares; 2026Q2: 13,150 shares 13,150 $726K 0.27% +49 Timeline SCHO 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: 6,277 shares; 2024Q4: 12,242 shares; 2025Q1: 17,121 shares; 2025Q2: 18,447 shares; 2025Q3: 33,267 shares; 2025Q4: 58,899 shares; 2026Q1: 48,548 shares; 2026Q2: 29,359 shares 29,359 $709K 0.26% -19,189 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 10,257 shares; 2026Q2: 13,927 shares 13,927 $704K 0.26% +3,670 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: 4,845 shares; 2024Q4: 4,877 shares; 2025Q1: 4,906 shares; 2025Q2: 4,937 shares; 2025Q3: 4,962 shares; 2025Q4: 4,986 shares; 2026Q1: 5,008 shares; 2026Q2: 5,028 shares 5,028 $704K 0.26% +20 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,620 shares; 2024Q4: 58,620 shares; 2025Q1: 58,620 shares; 2025Q2: 78,061 shares; 2025Q3: 78,061 shares; 2025Q4: 78,061 shares; 2026Q1: 78,061 shares; 2026Q2: 108,479 shares 108,479 $666K 0.24% +30,418 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: 4,183 shares; 2024Q4: 2,917 shares; 2025Q1: 2,600 shares; 2025Q2: 2,354 shares; 2025Q3: 2,040 shares; 2025Q4: 1,755 shares; 2026Q1: 1,758 shares; 2026Q2: 8,199 shares 8,199 $661K 0.24% +6,441 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $658K 0.24% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,094 shares; 2025Q2: 995 shares; 2025Q3: 1,414 shares; 2025Q4: 3,623 shares; 2026Q1: 2,367 shares; 2026Q2: 1,739 shares 1,739 $636K 0.23% -628 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: 5,705 shares; 2024Q4: 5,732 shares; 2025Q1: 5,732 shares; 2025Q2: 5,766 shares; 2025Q3: 5,766 shares; 2025Q4: 5,802 shares; 2026Q1: 5,675 shares; 2026Q2: 5,707 shares 5,707 $593K 0.22% +32 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,295 shares; 2024Q4: 9,103 shares; 2025Q1: 9,113 shares; 2025Q2: 9,214 shares; 2025Q3: 8,472 shares; 2025Q4: 8,590 shares; 2026Q1: 8,605 shares; 2026Q2: 8,647 shares 8,647 $592K 0.22% +42 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,291 shares; 2024Q4: 2,311 shares; 2025Q1: 2,322 shares; 2025Q2: 2,322 shares; 2025Q3: 2,332 shares; 2025Q4: 2,349 shares; 2026Q1: 2,357 shares; 2026Q2: 2,366 shares 2,366 $560K 0.2% +9 Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X 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: 10,832 shares; 2025Q4: 9,629 shares; 2026Q1: 9,684 shares; 2026Q2: 9,502 shares 9,502 $540K 0.2% -182 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: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 7,094 shares; 2026Q1: 7,094 shares; 2026Q2: 7,094 shares 7,094 $507K 0.19% 0 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: 9,024 shares; 2024Q4: 9,068 shares; 2025Q1: 9,110 shares; 2025Q2: 9,148 shares; 2025Q3: 9,187 shares; 2025Q4: 9,224 shares; 2026Q1: 9,260 shares; 2026Q2: 9,290 shares 9,290 $502K 0.18% +30 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: not reported; 2024Q4: 1,177 shares; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: 1,178 shares; 2025Q4: 1,178 shares; 2026Q1: 1,178 shares; 2026Q2: 1,377 shares 1,377 $492K 0.18% +199 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: 11,768 shares; 2024Q4: 15,134 shares; 2025Q1: 15,229 shares; 2025Q2: 15,426 shares; 2025Q3: 15,532 shares; 2025Q4: 16,809 shares; 2026Q1: 19,738 shares; 2026Q2: 19,826 shares 19,826 $477K 0.17% +88 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 963 shares; 2025Q1: not reported; 2025Q2: 963 shares; 2025Q3: 964 shares; 2025Q4: 1,928 shares; 2026Q1: 2,151 shares; 2026Q2: 2,414 shares 2,414 $460K 0.17% +263 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: not reported; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,256 shares 1,256 $444K 0.16% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,268 shares; 2025Q4: 11,253 shares; 2026Q1: 7,111 shares; 2026Q2: 6,665 shares 6,665 $437K 0.16% -446 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: not reported; 2026Q1: not reported; 2026Q2: 376 shares 376 $434K 0.16% new Timeline SPTS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,219 shares; 2025Q4: 23,076 shares; 2026Q1: 14,699 shares; 2026Q2: 14,839 shares 14,839 $430K 0.16% +140 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: 2,666 shares; 2024Q4: 2,666 shares; 2025Q1: 2,671 shares; 2025Q2: 3,718 shares; 2025Q3: 3,678 shares; 2025Q4: 3,639 shares; 2026Q1: 3,643 shares; 2026Q2: 3,681 shares 3,681 $417K 0.15% +38 Timeline BILS 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: 3,563 shares; 2024Q4: 3,540 shares; 2025Q1: 9,447 shares; 2025Q2: 9,968 shares; 2025Q3: 8,833 shares; 2025Q4: 8,894 shares; 2026Q1: 3,989 shares; 2026Q2: 4,025 shares 4,025 $400K 0.15% +36 Timeline VCIT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,888 shares; 2026Q1: 4,636 shares; 2026Q2: 4,586 shares 4,586 $379K 0.14% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,995 shares; 2026Q1: 1,777 shares; 2026Q2: 1,846 shares 1,846 $369K 0.14% +69 Timeline JXI 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: 4,681 shares; 2026Q1: 4,039 shares; 2026Q2: 4,062 shares 4,062 $345K 0.13% +23 Timeline PRFZ 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: 5,742 shares; 2024Q4: 5,774 shares; 2025Q1: 5,781 shares; 2025Q2: 5,796 shares; 2025Q3: 5,810 shares; 2025Q4: 5,824 shares; 2026Q1: 5,838 shares; 2026Q2: 5,848 shares 5,848 $326K 0.12% +10 Timeline SPHY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,868 shares; 2026Q1: 12,120 shares; 2026Q2: 13,243 shares 13,243 $310K 0.11% +1,123 Timeline AOA 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: 2,618 shares; 2025Q3: 2,636 shares; 2025Q4: 2,764 shares; 2026Q1: 2,766 shares; 2026Q2: 2,998 shares 2,998 $293K 0.11% +232 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: 2,328 shares; 2024Q4: 2,328 shares; 2025Q1: not reported; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 2,328 shares; 2026Q2: 2,328 shares 2,328 $274K 0.1% 0 Timeline XBI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,715 shares 1,715 $271K 0.1% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 885 shares 885 $264K 0.1% new Timeline SCHD 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: 6,058 shares; 2024Q4: 18,219 shares; 2025Q1: 18,263 shares; 2025Q2: 18,313 shares; 2025Q3: 16,807 shares; 2025Q4: 10,814 shares; 2026Q1: 6,742 shares; 2026Q2: 8,257 shares 8,257 $262K 0.1% +1,515 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 788 shares 788 $258K 0.09% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,808 shares; 2025Q3: 4,332 shares; 2025Q4: 4,332 shares; 2026Q1: 4,332 shares; 2026Q2: 4,472 shares 4,472 $255K 0.09% +140 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: 702 shares; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 747 shares; 2025Q4: 672 shares; 2026Q1: 677 shares; 2026Q2: 680 shares 680 $252K 0.09% +3 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,014 shares; 2024Q4: 2,046 shares; 2025Q1: 2,060 shares; 2025Q2: 2,255 shares; 2025Q3: 2,279 shares; 2025Q4: 2,308 shares; 2026Q1: 2,313 shares; 2026Q2: 2,336 shares 2,336 $235K 0.09% +23 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,473 shares; 2024Q4: 3,206 shares; 2025Q1: 3,427 shares; 2025Q2: 2,989 shares; 2025Q3: 2,597 shares; 2025Q4: 2,413 shares; 2026Q1: 2,355 shares; 2026Q2: 2,341 shares 2,341 $234K 0.09% -14 Timeline DON 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: 3,949 shares; 2025Q4: 3,978 shares; 2026Q1: 3,998 shares; 2026Q2: 4,022 shares 4,022 $227K 0.08% +24 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,503 shares; 2024Q4: 19,701 shares; 2025Q1: 19,802 shares; 2025Q2: 15,390 shares; 2025Q3: 15,502 shares; 2025Q4: 15,655 shares; 2026Q1: 15,733 shares; 2026Q2: 15,850 shares 15,850 $227K 0.08% +117 Timeline IXP 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: 2,017 shares; 2026Q1: 2,004 shares; 2026Q2: 2,008 shares 2,008 $227K 0.08% +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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 520 shares 520 $225K 0.08% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 14,984 shares; 2026Q1: 15,157 shares; 2026Q2: 18,486 shares 18,486 $217K 0.08% +3,329 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,438 shares; 2026Q1: not reported; 2026Q2: 438 shares 438 $215K 0.08% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME 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: 13,575 shares; 2026Q1: 13,746 shares; 2026Q2: 16,817 shares 16,817 $213K 0.08% +3,071 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,396 shares 1,396 $207K 0.08% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 485 shares 485 $207K 0.08% new Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,223 shares; 2024Q4: 11,961 shares; 2025Q1: 12,008 shares; 2025Q2: 12,079 shares; 2025Q3: 12,152 shares; 2025Q4: 14,715 shares; 2026Q1: 14,765 shares; 2026Q2: 14,842 shares 14,842 $140K 0.05% +77 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,117 shares; 2024Q4: 31,393 shares; 2025Q1: not reported; 2025Q2: 32,383 shares; 2025Q3: 32,827 shares; 2025Q4: 15,161 shares; 2026Q1: 11,791 shares; 2026Q2: 11,922 shares 11,922 $124K 0.05% +131 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,230 shares; 2024Q4: 16,460 shares; 2025Q1: 16,581 shares; 2025Q2: 13,099 shares; 2025Q3: 13,246 shares; 2025Q4: 13,122 shares; 2026Q1: 13,173 shares; 2026Q2: 13,249 shares 13,249 $122K 0.04% +76 Timeline