IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,469 shares; 2024Q4: 31,519 shares; 2025Q1: 33,032 shares; 2025Q2: 32,353 shares; 2025Q3: 32,086 shares; 2025Q4: 28,640 shares; 2026Q1: 28,472 shares; 2026Q2: 26,925 shares 26,925 $20.2M 14.29% -1,547 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,953 shares; 2024Q4: 263,769 shares; 2025Q1: 262,870 shares; 2025Q2: 242,531 shares; 2025Q3: 250,982 shares; 2025Q4: 260,672 shares; 2026Q1: 264,719 shares; 2026Q2: 264,669 shares 264,669 $10.9M 7.74% -50 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: 75,551 shares; 2024Q4: 99,248 shares; 2025Q1: 106,441 shares; 2025Q2: 99,393 shares; 2025Q3: 99,544 shares; 2025Q4: 94,137 shares; 2026Q1: 93,205 shares; 2026Q2: 88,798 shares 88,798 $10.6M 7.49% -4,407 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,256 shares; 2024Q4: 115,443 shares; 2025Q1: 124,905 shares; 2025Q2: 124,184 shares; 2025Q3: 127,599 shares; 2025Q4: 129,463 shares; 2026Q1: 130,059 shares; 2026Q2: 127,757 shares 127,757 $10.5M 7.47% -2,302 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,518 shares; 2024Q4: 136,735 shares; 2025Q1: 154,395 shares; 2025Q2: 172,860 shares; 2025Q3: 173,431 shares; 2025Q4: 177,936 shares; 2026Q1: 193,640 shares; 2026Q2: 197,581 shares 197,581 $10.1M 7.18% +3,941 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,777 shares; 2024Q4: 153,733 shares; 2025Q1: 160,319 shares; 2025Q2: 164,004 shares; 2025Q3: 177,674 shares; 2025Q4: 217,398 shares; 2026Q1: 235,507 shares; 2026Q2: 239,647 shares 239,647 $9.64M 6.83% +4,140 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,093 shares; 2024Q4: 75,782 shares; 2025Q1: 79,748 shares; 2025Q2: 79,697 shares; 2025Q3: 77,697 shares; 2025Q4: 77,591 shares; 2026Q1: 83,770 shares; 2026Q2: 81,410 shares 81,410 $7.69M 5.45% -2,360 Timeline JAVA 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: 108,744 shares; 2024Q4: 92,418 shares; 2025Q1: 95,686 shares; 2025Q2: 99,983 shares; 2025Q3: 99,895 shares; 2025Q4: 95,454 shares; 2026Q1: 94,742 shares; 2026Q2: 92,826 shares 92,826 $7.37M 5.22% -1,916 Timeline SCHR 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: 148,897 shares; 2024Q4: 341,104 shares; 2025Q1: 326,266 shares; 2025Q2: 282,040 shares; 2025Q3: 268,560 shares; 2025Q4: 258,346 shares; 2026Q1: 292,394 shares; 2026Q2: 280,499 shares 280,499 $6.92M 4.9% -11,895 Timeline SPYV 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: 72,477 shares; 2024Q4: 70,510 shares; 2025Q1: 78,839 shares; 2025Q2: 94,027 shares; 2025Q3: 96,266 shares; 2025Q4: 101,154 shares; 2026Q1: 102,691 shares; 2026Q2: 106,953 shares 106,953 $6.5M 4.61% +4,262 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,702 shares; 2024Q4: 40,572 shares; 2025Q1: 40,506 shares; 2025Q2: 38,369 shares; 2025Q3: 37,680 shares; 2025Q4: 36,842 shares; 2026Q1: 36,406 shares; 2026Q2: 35,338 shares 35,338 $4.86M 3.44% -1,068 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: 17,793 shares; 2024Q4: 17,648 shares; 2025Q1: 17,430 shares; 2025Q2: 17,180 shares; 2025Q3: 16,900 shares; 2025Q4: 16,537 shares; 2026Q1: 16,206 shares; 2026Q2: 15,138 shares 15,138 $3.44M 2.44% -1,068 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: 61,454 shares; 2024Q4: 123,163 shares; 2025Q1: 134,137 shares; 2025Q2: 149,374 shares; 2025Q3: 148,380 shares; 2025Q4: 155,412 shares; 2026Q1: 127,906 shares; 2026Q2: 120,850 shares 120,850 $2.92M 2.07% -7,056 Timeline SPMD 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: 41,317 shares; 2024Q4: 41,587 shares; 2025Q1: 41,195 shares; 2025Q2: 31,174 shares; 2025Q3: 32,038 shares; 2025Q4: 37,546 shares; 2026Q1: 38,356 shares; 2026Q2: 40,008 shares 40,008 $2.7M 1.92% +1,652 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: 25,366 shares; 2024Q4: 69,678 shares; 2025Q1: 67,240 shares; 2025Q2: 65,129 shares; 2025Q3: 63,934 shares; 2025Q4: 57,981 shares; 2026Q1: 54,838 shares; 2026Q2: 54,238 shares 54,238 $1.89M 1.34% -600 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: 25,122 shares; 2024Q4: 24,577 shares; 2025Q1: 21,432 shares; 2025Q2: 18,465 shares; 2025Q3: 18,458 shares; 2025Q4: 18,458 shares; 2026Q1: 18,458 shares; 2026Q2: 18,320 shares 18,320 $1.77M 1.25% -138 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: 11,412 shares; 2024Q4: 11,238 shares; 2025Q1: 11,238 shares; 2025Q2: 8,679 shares; 2025Q3: 8,611 shares; 2025Q4: 8,616 shares; 2026Q1: 7,016 shares; 2026Q2: 7,016 shares 7,016 $1.53M 1.08% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,762 shares; 2024Q4: 7,592 shares; 2025Q1: 7,861 shares; 2025Q2: 7,697 shares; 2025Q3: 8,493 shares; 2025Q4: 14,017 shares; 2026Q1: 14,528 shares; 2026Q2: 15,390 shares 15,390 $1.27M 0.9% +862 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: 11,345 shares; 2024Q4: 42,608 shares; 2025Q1: 40,668 shares; 2025Q2: 40,666 shares; 2025Q3: 40,536 shares; 2025Q4: 37,843 shares; 2026Q1: 35,755 shares; 2026Q2: 33,072 shares 33,072 $1.12M 0.79% -2,683 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: 9,184 shares; 2024Q4: 9,188 shares; 2025Q1: 9,184 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares 10,200 $1.1M 0.78% 0 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: 53,957 shares; 2024Q4: 53,692 shares; 2025Q1: 49,967 shares; 2025Q2: 38,381 shares; 2025Q3: 35,225 shares; 2025Q4: 31,369 shares; 2026Q1: 23,439 shares; 2026Q2: 19,854 shares 19,854 $1.04M 0.74% -3,585 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: 14,268 shares; 2024Q4: 40,710 shares; 2025Q1: 38,290 shares; 2025Q2: 25,715 shares; 2025Q3: 25,578 shares; 2025Q4: 25,479 shares; 2026Q1: 24,748 shares; 2026Q2: 24,418 shares 24,418 $900K 0.64% -330 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: 1,340 shares; 2024Q4: 7,686 shares; 2025Q1: 7,721 shares; 2025Q2: 4,672 shares; 2025Q3: 4,532 shares; 2025Q4: 4,452 shares; 2026Q1: 4,482 shares; 2026Q2: 4,322 shares 4,322 $782K 0.55% -160 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: 2,684 shares; 2024Q4: 2,684 shares; 2025Q1: 2,684 shares; 2025Q2: 2,684 shares; 2025Q3: 2,684 shares; 2025Q4: 2,634 shares; 2026Q1: 2,634 shares; 2026Q2: 2,634 shares 2,634 $765K 0.54% 0 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: 11,011 shares; 2024Q4: 10,738 shares; 2025Q1: 10,539 shares; 2025Q2: 10,077 shares; 2025Q3: 10,047 shares; 2025Q4: 9,986 shares; 2026Q1: 9,922 shares; 2026Q2: 9,415 shares 9,415 $726K 0.51% -507 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: 539 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares; 2025Q4: 1,911 shares; 2026Q1: 1,884 shares; 2026Q2: 1,617 shares 1,617 $662K 0.47% -267 Timeline VONG 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: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 4,734 shares; 2025Q3: 4,734 shares; 2025Q4: 4,734 shares; 2026Q1: 4,734 shares; 2026Q2: 4,734 shares 4,734 $605K 0.43% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,493 shares; 2024Q4: 7,080 shares; 2025Q1: 6,922 shares; 2025Q2: 6,883 shares; 2025Q3: 6,767 shares; 2025Q4: 6,631 shares; 2026Q1: 7,195 shares; 2026Q2: 7,238 shares 7,238 $600K 0.42% +43 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: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 1,973 shares; 2025Q4: 1,973 shares; 2026Q1: 1,973 shares; 2026Q2: 1,973 shares 1,973 $571K 0.4% 0 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: 1,973 shares; 2024Q4: 1,971 shares; 2025Q1: 1,971 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares; 2026Q1: 1,754 shares; 2026Q2: 6,999 shares 6,999 $564K 0.4% +5,245 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,964 shares; 2024Q4: 7,312 shares; 2025Q1: 7,309 shares; 2025Q2: 6,944 shares; 2025Q3: 7,079 shares; 2025Q4: 6,390 shares; 2026Q1: 6,388 shares; 2026Q2: 6,288 shares 6,288 $560K 0.4% -100 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: 9,630 shares; 2024Q4: 20,522 shares; 2025Q1: 18,370 shares; 2025Q2: 17,495 shares; 2025Q3: 17,277 shares; 2025Q4: 17,715 shares; 2026Q1: 18,075 shares; 2026Q2: 18,598 shares 18,598 $515K 0.37% +523 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,537 shares; 2024Q4: 4,537 shares; 2025Q1: 4,537 shares; 2025Q2: 4,537 shares; 2025Q3: 4,537 shares; 2025Q4: 4,537 shares; 2026Q1: 4,537 shares; 2026Q2: 4,537 shares 4,537 $477K 0.34% 0 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: 6,716 shares; 2024Q4: 3,840 shares; 2025Q1: 3,443 shares; 2025Q2: 3,285 shares; 2025Q3: 3,272 shares; 2025Q4: 3,272 shares; 2026Q1: 3,201 shares; 2026Q2: 3,016 shares 3,016 $447K 0.32% -185 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: 4,311 shares; 2024Q4: 4,793 shares; 2025Q1: 4,462 shares; 2025Q2: 4,144 shares; 2025Q3: 3,787 shares; 2025Q4: 3,438 shares; 2026Q1: 3,722 shares; 2026Q2: 3,800 shares 3,800 $363K 0.26% +78 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: 4,695 shares; 2024Q4: 13,881 shares; 2025Q1: 12,104 shares; 2025Q2: 12,110 shares; 2025Q3: 12,116 shares; 2025Q4: 11,408 shares; 2026Q1: 11,413 shares; 2026Q2: 11,418 shares 11,418 $362K 0.26% +5 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares; 2026Q2: 1,617 shares 1,617 $355K 0.25% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,231 shares; 2024Q4: 8,098 shares; 2025Q1: 7,966 shares; 2025Q2: 7,612 shares; 2025Q3: 7,479 shares; 2025Q4: 7,479 shares; 2026Q1: 7,479 shares; 2026Q2: 7,479 shares 7,479 $351K 0.25% 0 Timeline SPEM 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: 7,913 shares; 2024Q4: 7,912 shares; 2025Q1: 7,912 shares; 2025Q2: 6,474 shares; 2025Q3: 6,474 shares; 2025Q4: 6,753 shares; 2026Q1: 6,752 shares; 2026Q2: 6,752 shares 6,752 $350K 0.25% 0 Timeline VMBS 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: 8,521 shares; 2024Q4: 8,282 shares; 2025Q1: 8,280 shares; 2025Q2: 8,210 shares; 2025Q3: 8,195 shares; 2025Q4: 8,187 shares; 2026Q1: 7,823 shares; 2026Q2: 7,444 shares 7,444 $348K 0.25% -379 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 878 shares; 2025Q1: 887 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,679 shares; 2026Q2: 7,679 shares 7,679 $325K 0.23% 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,265 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $317K 0.22% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 900 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $306K 0.22% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,914 shares; 2024Q4: 8,832 shares; 2025Q1: 8,654 shares; 2025Q2: 4,523 shares; 2025Q3: 4,053 shares; 2025Q4: 4,053 shares; 2026Q1: 4,147 shares; 2026Q2: 3,997 shares 3,997 $288K 0.2% -150 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,984 shares; 2024Q4: 6,026 shares; 2025Q1: 5,999 shares; 2025Q2: 5,809 shares; 2025Q3: 5,769 shares; 2025Q4: 5,825 shares; 2026Q1: 5,470 shares; 2026Q2: 5,107 shares 5,107 $272K 0.19% -363 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 1,075 shares; 2026Q2: 975 shares 975 $264K 0.19% -100 Timeline SPHQ 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: 3,152 shares; 2024Q4: 3,152 shares; 2025Q1: 3,152 shares; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: 3,002 shares; 2026Q1: 2,462 shares; 2026Q2: 2,462 shares 2,462 $222K 0.16% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $214K 0.15% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,472 shares; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,442 shares; 2025Q3: 2,197 shares; 2025Q4: 2,197 shares; 2026Q1: 2,197 shares; 2026Q2: 2,197 shares 2,197 $212K 0.15% 0 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: 4,992 shares; 2024Q4: 5,073 shares; 2025Q1: 5,073 shares; 2025Q2: 2,912 shares; 2025Q3: 2,912 shares; 2025Q4: 2,912 shares; 2026Q1: 2,912 shares; 2026Q2: 2,912 shares 2,912 $207K 0.15% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,082 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 858 shares; 2025Q3: 858 shares; 2025Q4: 858 shares; 2026Q1: 855 shares; 2026Q2: 826 shares 826 $200K 0.14% -29 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: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 1,416 shares 1,416 $176K 0.12% +1,062 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $168K 0.12% 0 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: 790 shares; 2024Q4: 781 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 812 shares; 2025Q4: 654 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $156K 0.11% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 203 shares 203 $152K 0.11% 0 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: 1,444 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares; 2026Q2: 1,444 shares 1,444 $150K 0.11% 0 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: 2,767 shares; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,444 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares; 2026Q1: 2,444 shares; 2026Q2: 2,444 shares 2,444 $141K 0.1% 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: 274 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares; 2026Q2: 257 shares 257 $129K 0.09% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $124K 0.09% 0 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: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares; 2026Q2: 1,043 shares 1,043 $123K 0.09% -95 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: 3,066 shares; 2024Q4: 3,033 shares; 2025Q1: 3,324 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,362 shares; 2026Q1: 3,362 shares; 2026Q2: 3,375 shares 3,375 $122K 0.09% +13 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: 412 shares; 2024Q4: 1,793 shares; 2025Q1: 1,705 shares; 2025Q2: 2,479 shares; 2025Q3: 3,145 shares; 2025Q4: 3,301 shares; 2026Q1: 3,526 shares; 2026Q2: 4,173 shares 4,173 $121K 0.09% +647 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: 899 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 924 shares; 2025Q4: 899 shares; 2026Q1: 827 shares; 2026Q2: 827 shares 827 $118K 0.08% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,708 shares; 2024Q4: 1,664 shares; 2025Q1: 1,656 shares; 2025Q2: 2,086 shares; 2025Q3: 2,051 shares; 2025Q4: 2,051 shares; 2026Q1: 1,620 shares; 2026Q2: 1,300 shares 1,300 $107K 0.08% -320 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 273 shares 273 $101K 0.07% 0 Timeline JVAL 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: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares; 2026Q2: 1,620 shares 1,620 $95K 0.07% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 620 shares; 2026Q2: 590 shares 590 $87.2K 0.06% -30 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: 559 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 466 shares 466 $83.3K 0.06% -70 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: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $81.7K 0.06% 0 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921 shares; 2024Q4: 919 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 1,150 shares; 2026Q1: 1,085 shares; 2026Q2: 1,085 shares 1,085 $79.1K 0.06% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,299 shares; 2024Q4: 11,300 shares; 2025Q1: 8,868 shares; 2025Q2: 7,018 shares; 2025Q3: 6,683 shares; 2025Q4: 4,663 shares; 2026Q1: 4,174 shares; 2026Q2: 3,435 shares 3,435 $78.2K 0.06% -739 Timeline ITOT 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: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares; 2026Q2: 473 shares 473 $77.7K 0.06% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,256 shares; 2024Q4: 1,273 shares; 2025Q1: 1,273 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares; 2026Q1: 1,273 shares; 2026Q2: 1,273 shares 1,273 $76K 0.05% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares; 2026Q2: 241 shares 241 $73.2K 0.05% 0 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: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 1,035 shares; 2026Q2: 810 shares 810 $65.8K 0.05% -225 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 231 shares; 2025Q3: 104 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $64.2K 0.05% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $60.8K 0.04% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 137 shares; 2025Q1: 141 shares; 2025Q2: 127 shares; 2025Q3: 126 shares; 2025Q4: 108 shares; 2026Q1: 98 shares; 2026Q2: 88 shares 88 $60.7K 0.04% -10 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: 456 shares; 2024Q4: 456 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 479 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $59.1K 0.04% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $55.4K 0.04% 0 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: 819 shares; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 584 shares; 2025Q3: 542 shares; 2025Q4: 486 shares; 2026Q1: 486 shares; 2026Q2: 486 shares 486 $53.6K 0.04% 0 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $42.5K 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 540 shares; 2025Q4: 210 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $40.9K 0.03% 0 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: 1,411 shares; 2024Q4: 1,439 shares; 2025Q1: 1,103 shares; 2025Q2: 1,126 shares; 2025Q3: 1,110 shares; 2025Q4: 1,113 shares; 2026Q1: 1,119 shares; 2026Q2: 1,129 shares 1,129 $40.8K 0.03% +10 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $38.5K 0.03% 0 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: 260 shares; 2024Q4: 260 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 297 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $38.3K 0.03% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 257 shares; 2026Q2: 257 shares 257 $37.6K 0.03% 0 Timeline MDYG 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: 362 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 321 shares; 2026Q2: 321 shares 321 $36K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $35.2K 0.02% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $34.3K 0.02% 0 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: 121 shares; 2024Q4: 448 shares; 2025Q1: 1,122 shares; 2025Q2: 1,125 shares; 2025Q3: 1,128 shares; 2025Q4: 1,131 shares; 2026Q1: 1,135 shares; 2026Q2: 1,159 shares 1,159 $34.1K 0.02% +24 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $31.2K 0.02% 0 Timeline SPTI 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: 1,212 shares; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,327 shares; 2025Q3: 1,223 shares; 2025Q4: 1,223 shares; 2026Q1: 1,086 shares; 2026Q2: 1,086 shares 1,086 $30.8K 0.02% 0 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 137 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $29.9K 0.02% 0 Timeline VFH 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: 322 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $27.9K 0.02% 0 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 140 shares; 2025Q4: 70 shares; 2026Q1: 320 shares; 2026Q2: 195 shares 195 $26.4K 0.02% -125 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $25.2K 0.02% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 60 shares 60 $24.9K 0.02% -40 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: 87 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 81 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $21.9K 0.02% 0 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: 941 shares; 2024Q4: 924 shares; 2025Q1: 550 shares; 2025Q2: 447 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 251 shares; 2026Q2: 247 shares 247 $19.5K 0.01% -4 Timeline DGRO 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: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 237 shares; 2026Q1: 237 shares; 2026Q2: 237 shares 237 $18K 0.01% 0 Timeline SPYM 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: 197 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares 204 $17.9K 0.01% 0 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $17.4K 0.01% 0 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: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $16.3K 0.01% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 987 shares; 2025Q3: 2,149 shares; 2025Q4: 987 shares; 2026Q1: 987 shares; 2026Q2: 987 shares 987 $15K 0.01% 0 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $14.9K 0.01% 0 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: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $13.9K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989 shares; 2024Q4: 1,154 shares; 2025Q1: 745 shares; 2025Q2: 348 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $13.7K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $13K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $13K 0.01% 0 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: 540 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 390 shares; 2025Q3: 272 shares; 2025Q4: 109 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $12.2K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 75 shares 75 $12K 0.01% -75 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $10.3K 0.01% 0 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 80 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $10K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 497 shares; 2025Q1: 904 shares; 2025Q2: 912 shares; 2025Q3: 918 shares; 2025Q4: 659 shares; 2026Q1: 659 shares; 2026Q2: 659 shares 659 $9.16K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432 shares; 2024Q4: 432 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 489 shares; 2025Q4: 432 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $9.15K 0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $9.07K 0.01% 0 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 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 103 shares 103 $8.89K 0.01% +86 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 212 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $8.22K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 808 shares; 2024Q4: 885 shares; 2025Q1: 886 shares; 2025Q2: 888 shares; 2025Q3: 890 shares; 2025Q4: 621 shares; 2026Q1: 387 shares; 2026Q2: 387 shares 387 $8.02K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $6.24K <0.01% 0 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: 75 shares; 2024Q4: 322 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $6.2K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $3.3K <0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 108 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $3.11K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 174 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $2.53K <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $1.48K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $1.36K <0.01% 0 Timeline PLUR PLURI INC More: the full row for PLURI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $732 <0.01% 0 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $262 <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $238 <0.01% 0 Timeline