IUSB 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: 440,889 shares; 2025Q1: 452,304 shares; 2025Q2: 458,295 shares; 2025Q3: 474,552 shares; 2025Q4: 499,698 shares; 2026Q1: 558,459 shares; 2026Q2: 650,653 shares 650,653 $30M 9.42% +92,194 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,974 shares; 2026Q2: 27,812 shares 27,812 $19.1M 5.99% +15,838 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: 103,448 shares; 2024Q4: 102,240 shares; 2025Q1: 102,807 shares; 2025Q2: 101,939 shares; 2025Q3: 102,607 shares; 2025Q4: 103,813 shares; 2026Q1: 65,805 shares; 2026Q2: 48,253 shares 48,253 $17.9M 5.6% -17,552 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: 107,461 shares; 2024Q4: 555,980 shares; 2025Q1: 560,214 shares; 2025Q2: 566,492 shares; 2025Q3: 579,801 shares; 2025Q4: 573,059 shares; 2026Q1: 524,137 shares; 2026Q2: 516,796 shares 516,796 $17.5M 5.49% -7,341 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: 48,615 shares; 2024Q4: 47,659 shares; 2025Q1: 47,192 shares; 2025Q2: 46,890 shares; 2025Q3: 46,837 shares; 2025Q4: 45,900 shares; 2026Q1: 45,538 shares; 2026Q2: 45,224 shares 45,224 $16.9M 5.29% -314 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 18,243 shares; 2026Q1: 103,920 shares; 2026Q2: 234,552 shares 234,552 $16M 5.01% +130,632 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: 273,315 shares; 2024Q4: 346,074 shares; 2025Q1: 353,354 shares; 2025Q2: 358,603 shares; 2025Q3: 362,642 shares; 2025Q4: 368,545 shares; 2026Q1: 206,663 shares; 2026Q2: 131,900 shares 131,900 $12.6M 3.95% -74,763 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209,001 shares; 2026Q2: 324,665 shares 324,665 $11.9M 3.73% +115,664 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: 97,830 shares; 2024Q4: 116,275 shares; 2025Q1: 117,102 shares; 2025Q2: 64,974 shares; 2025Q3: 109,326 shares; 2025Q4: 112,348 shares; 2026Q1: 109,228 shares; 2026Q2: 92,092 shares 92,092 $9.91M 3.11% -17,136 Timeline BLCV BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183,654 shares; 2026Q2: 214,230 shares 214,230 $8.85M 2.78% +30,576 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: 97,927 shares; 2024Q4: 103,112 shares; 2025Q1: 104,500 shares; 2025Q2: 102,108 shares; 2025Q3: 107,845 shares; 2025Q4: 109,374 shares; 2026Q1: 77,806 shares; 2026Q2: 39,301 shares 39,301 $8.62M 2.71% -38,505 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 461,595 shares; 2025Q1: 473,040 shares; 2025Q2: 481,421 shares; 2025Q3: 499,900 shares; 2025Q4: 526,892 shares; 2026Q1: 343,313 shares; 2026Q2: 313,360 shares 313,360 $8.56M 2.69% -29,953 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: 194,769 shares; 2024Q4: 603,443 shares; 2025Q1: 616,111 shares; 2025Q2: 618,903 shares; 2025Q3: 651,559 shares; 2025Q4: 655,927 shares; 2026Q1: 381,285 shares; 2026Q2: 262,410 shares 262,410 $8.32M 2.61% -118,875 Timeline JMUB 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: 167,224 shares; 2024Q4: 133,032 shares; 2025Q1: 132,509 shares; 2025Q2: 95,340 shares; 2025Q3: 132,125 shares; 2025Q4: 140,862 shares; 2026Q1: 155,768 shares; 2026Q2: 158,074 shares 158,074 $8.01M 2.51% +2,306 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,694 shares; 2026Q2: 123,161 shares 123,161 $6.49M 2.04% +27,467 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,614 shares; 2026Q1: 123,923 shares; 2026Q2: 232,920 shares 232,920 $5.65M 1.77% +108,997 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: not reported; 2024Q4: 37,839 shares; 2025Q1: 38,788 shares; 2025Q2: 39,683 shares; 2025Q3: 40,476 shares; 2025Q4: 44,369 shares; 2026Q1: 64,325 shares; 2026Q2: 83,617 shares 83,617 $4.61M 1.45% +19,292 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,043 shares; 2026Q2: 188,506 shares 188,506 $4.43M 1.39% +154,463 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 5,283 shares; 2026Q1: 130,932 shares; 2026Q2: 98,862 shares 98,862 $4.26M 1.34% -32,070 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,328 shares; 2024Q4: 34,434 shares; 2025Q1: 33,678 shares; 2025Q2: 33,218 shares; 2025Q3: 35,701 shares; 2025Q4: 36,521 shares; 2026Q1: 70,883 shares; 2026Q2: 85,505 shares 85,505 $4.14M 1.3% +14,622 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 143,194 shares 143,194 $4.02M 1.26% new Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,418 shares; 2026Q2: 46,516 shares 46,516 $3.98M 1.25% +3,098 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,066 shares; 2026Q2: 46,219 shares 46,219 $3.83M 1.2% -5,847 Timeline SHLD 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: not reported; 2025Q4: not reported; 2026Q1: 33,630 shares; 2026Q2: 63,061 shares 63,061 $3.77M 1.18% +29,431 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: 20,619 shares; 2024Q4: 19,543 shares; 2025Q1: 19,092 shares; 2025Q2: 18,194 shares; 2025Q3: 15,846 shares; 2025Q4: 13,613 shares; 2026Q1: 13,061 shares; 2026Q2: 12,886 shares 12,886 $3.73M 1.17% -175 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,654 shares; 2024Q4: 137,473 shares; 2025Q1: 143,918 shares; 2025Q2: 120,565 shares; 2025Q3: 165,999 shares; 2025Q4: 171,962 shares; 2026Q1: 164,347 shares; 2026Q2: 132,850 shares 132,850 $3.65M 1.15% -31,497 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: 33,490 shares; 2024Q4: 100,481 shares; 2025Q1: 100,491 shares; 2025Q2: 116,006 shares; 2025Q3: 116,060 shares; 2025Q4: 116,118 shares; 2026Q1: 112,886 shares; 2026Q2: 112,885 shares 112,885 $3.27M 1.03% -1 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: 9,432 shares; 2024Q4: 9,194 shares; 2025Q1: 9,168 shares; 2025Q2: 9,238 shares; 2025Q3: 9,362 shares; 2025Q4: 9,388 shares; 2026Q1: 6,765 shares; 2026Q2: 5,862 shares 5,862 $2.93M 0.92% -903 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,240 shares 55,240 $2.78M 0.87% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,414 shares; 2026Q2: 35,574 shares 35,574 $2.69M 0.84% +17,160 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,185 shares; 2024Q4: 31,186 shares; 2025Q1: 34,629 shares; 2025Q2: 35,324 shares; 2025Q3: 35,754 shares; 2025Q4: 34,920 shares; 2026Q1: 37,594 shares; 2026Q2: 36,174 shares 36,174 $2.51M 0.79% -1,420 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,426 shares; 2024Q4: 4,426 shares; 2025Q1: 4,024 shares; 2025Q2: 3,899 shares; 2025Q3: 3,899 shares; 2025Q4: 3,755 shares; 2026Q1: 3,555 shares; 2026Q2: 3,465 shares 3,465 $2.2M 0.69% -90 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,677 shares; 2024Q4: 25,732 shares; 2025Q1: 19,191 shares; 2025Q2: 17,876 shares; 2025Q3: 16,639 shares; 2025Q4: 16,510 shares; 2026Q1: 16,418 shares; 2026Q2: 15,342 shares 15,342 $2.03M 0.64% -1,076 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 185,676 shares; 2025Q1: 187,060 shares; 2025Q2: 165,017 shares; 2025Q3: 188,330 shares; 2025Q4: 183,403 shares; 2026Q1: 93,488 shares; 2026Q2: 27,596 shares 27,596 $1.86M 0.59% -65,892 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,960 shares; 2026Q2: 21,141 shares 21,141 $1.69M 0.53% +3,181 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,239 shares; 2024Q4: 40,082 shares; 2025Q1: 38,940 shares; 2025Q2: 43,418 shares; 2025Q3: 46,906 shares; 2025Q4: 47,474 shares; 2026Q1: 41,906 shares; 2026Q2: 29,491 shares 29,491 $1.5M 0.47% -12,415 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,074 shares; 2025Q1: 28,327 shares; 2025Q2: 33,267 shares; 2025Q3: 34,826 shares; 2025Q4: 38,826 shares; 2026Q1: 61,926 shares; 2026Q2: 86,279 shares 86,279 $1.49M 0.47% +24,353 Timeline SUSC 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: 58,124 shares; 2026Q2: 62,842 shares 62,842 $1.45M 0.46% +4,718 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: 12,416 shares; 2024Q4: 12,417 shares; 2025Q1: 12,418 shares; 2025Q2: 12,418 shares; 2025Q3: 12,419 shares; 2025Q4: 14,267 shares; 2026Q1: 15,571 shares; 2026Q2: 17,543 shares 17,543 $1.25M 0.39% +1,972 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: 23,117 shares; 2024Q4: 21,022 shares; 2025Q1: 21,337 shares; 2025Q2: 21,337 shares; 2025Q3: 21,572 shares; 2025Q4: 21,339 shares; 2026Q1: 20,991 shares; 2026Q2: 20,993 shares 20,993 $1.2M 0.38% +2 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 1,550 shares; 2025Q1: 1,503 shares; 2025Q2: 1,339 shares; 2025Q3: 1,340 shares; 2025Q4: 1,342 shares; 2026Q1: 1,268 shares; 2026Q2: 1,268 shares 1,268 $1.19M 0.37% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,577 shares; 2026Q2: 15,338 shares 15,338 $1.16M 0.36% +1,761 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,323 shares; 2024Q4: 1,323 shares; 2025Q1: 1,323 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,989 shares; 2026Q1: 1,786 shares; 2026Q2: 15,394 shares 15,394 $1.13M 0.35% +13,608 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,365 shares; 2024Q4: 25,092 shares; 2025Q1: 18,653 shares; 2025Q2: 17,875 shares; 2025Q3: 16,946 shares; 2025Q4: 15,530 shares; 2026Q1: 15,275 shares; 2026Q2: 13,723 shares 13,723 $1.13M 0.35% -1,552 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: 11,699 shares; 2024Q4: 11,704 shares; 2025Q1: 11,704 shares; 2025Q2: 13,140 shares; 2025Q3: 13,408 shares; 2025Q4: 13,412 shares; 2026Q1: 13,413 shares; 2026Q2: 13,414 shares 13,414 $1.12M 0.35% +1 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: 7,537 shares; 2024Q4: 4,319 shares; 2025Q1: 4,333 shares; 2025Q2: 4,327 shares; 2025Q3: 4,490 shares; 2025Q4: 5,701 shares; 2026Q1: 5,721 shares; 2026Q2: 5,366 shares 5,366 $1.07M 0.34% -355 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: 2,339 shares; 2024Q4: 2,318 shares; 2025Q1: 2,318 shares; 2025Q2: 1,931 shares; 2025Q3: 1,554 shares; 2025Q4: 1,495 shares; 2026Q1: 1,494 shares; 2026Q2: 1,358 shares 1,358 $1.02M 0.32% -136 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,428 shares; 2024Q4: 25,668 shares; 2025Q1: 25,674 shares; 2025Q2: 25,376 shares; 2025Q3: 23,395 shares; 2025Q4: 22,090 shares; 2026Q1: 18,125 shares; 2026Q2: 18,030 shares 18,030 $911K 0.29% -95 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,813 shares; 2026Q2: 26,544 shares 26,544 $898K 0.28% +9,731 Timeline VCR 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: 2,293 shares; 2024Q4: 2,302 shares; 2025Q1: 2,307 shares; 2025Q2: 2,311 shares; 2025Q3: 2,315 shares; 2025Q4: 2,319 shares; 2026Q1: 2,324 shares; 2026Q2: 2,199 shares 2,199 $872K 0.27% -125 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,015 shares; 2025Q1: 18,469 shares; 2025Q2: 19,858 shares; 2025Q3: 20,279 shares; 2025Q4: 22,790 shares; 2026Q1: 16,851 shares; 2026Q2: 16,437 shares 16,437 $857K 0.27% -414 Timeline SYSB 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: 7,092 shares; 2026Q2: 9,578 shares 9,578 $850K 0.27% +2,486 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: 4,930 shares; 2024Q4: 4,859 shares; 2025Q1: 4,864 shares; 2025Q2: 4,654 shares; 2025Q3: 4,656 shares; 2025Q4: 4,687 shares; 2026Q1: 4,660 shares; 2026Q2: 4,661 shares 4,661 $843K 0.26% +1 Timeline SCHP 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: 52,595 shares; 2024Q4: 113,309 shares; 2025Q1: 117,861 shares; 2025Q2: 123,265 shares; 2025Q3: 124,830 shares; 2025Q4: 128,889 shares; 2026Q1: 68,458 shares; 2026Q2: 31,528 shares 31,528 $835K 0.26% -36,930 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,555 shares; 2024Q4: 9,182 shares; 2025Q1: 8,367 shares; 2025Q2: 8,370 shares; 2025Q3: 8,089 shares; 2025Q4: 8,011 shares; 2026Q1: 8,014 shares; 2026Q2: 8,016 shares 8,016 $819K 0.26% +2 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,041 shares; 2026Q2: 15,491 shares 15,491 $817K 0.26% -550 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,124 shares; 2024Q4: 30,064 shares; 2025Q1: 31,425 shares; 2025Q2: 33,333 shares; 2025Q3: 35,976 shares; 2025Q4: 35,156 shares; 2026Q1: 19,578 shares; 2026Q2: 15,581 shares 15,581 $766K 0.24% -3,997 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: 3,040 shares; 2024Q4: 3,047 shares; 2025Q1: 3,059 shares; 2025Q2: 3,069 shares; 2025Q3: 3,080 shares; 2025Q4: 3,094 shares; 2026Q1: 3,106 shares; 2026Q2: 3,116 shares 3,116 $755K 0.24% +10 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,680 shares; 2024Q4: 19,624 shares; 2025Q1: 19,846 shares; 2025Q2: 18,844 shares; 2025Q3: 19,076 shares; 2025Q4: 18,781 shares; 2026Q1: 15,844 shares; 2026Q2: 7,407 shares 7,407 $733K 0.23% -8,437 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,274 shares; 2024Q4: 11,188 shares; 2025Q1: 11,039 shares; 2025Q2: 11,067 shares; 2025Q3: 11,262 shares; 2025Q4: 10,181 shares; 2026Q1: 9,892 shares; 2026Q2: 8,631 shares 8,631 $730K 0.23% -1,261 Timeline EFG 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: 5,851 shares 5,851 $728K 0.23% new 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: 7,507 shares; 2024Q4: 7,517 shares; 2025Q1: 7,507 shares; 2025Q2: 7,507 shares; 2025Q3: 7,507 shares; 2025Q4: 7,507 shares; 2026Q1: 7,507 shares; 2026Q2: 7,507 shares 7,507 $719K 0.23% 0 Timeline SUSB 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: 28,744 shares 28,744 $718K 0.23% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,289 shares; 2024Q4: 999 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,018 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares; 2026Q2: 939 shares 939 $717K 0.22% -63 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,162 shares; 2024Q4: 87,064 shares; 2025Q1: 92,471 shares; 2025Q2: 101,703 shares; 2025Q3: 104,766 shares; 2025Q4: 110,790 shares; 2026Q1: 40,545 shares; 2026Q2: 14,085 shares 14,085 $712K 0.22% -26,460 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,564 shares; 2025Q3: 11,570 shares; 2025Q4: 5,267 shares; 2026Q1: 5,255 shares; 2026Q2: 13,589 shares 13,589 $683K 0.21% +8,334 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,944 shares; 2024Q4: 3,962 shares; 2025Q1: 3,973 shares; 2025Q2: 3,985 shares; 2025Q3: 4,000 shares; 2025Q4: 4,018 shares; 2026Q1: 4,030 shares; 2026Q2: 4,038 shares 4,038 $665K 0.21% +8 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: 9,141 shares; 2024Q4: 9,055 shares; 2025Q1: 9,255 shares; 2025Q2: 9,255 shares; 2025Q3: 9,455 shares; 2025Q4: 9,055 shares; 2026Q1: 9,055 shares; 2026Q2: 9,055 shares 9,055 $652K 0.2% 0 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,575 shares; 2024Q4: 6,575 shares; 2025Q1: 6,575 shares; 2025Q2: 6,575 shares; 2025Q3: 6,575 shares; 2025Q4: 6,575 shares; 2026Q1: 6,575 shares; 2026Q2: 6,575 shares 6,575 $638K 0.2% 0 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 4,560 shares; 2026Q1: 4,560 shares; 2026Q2: 4,206 shares 4,206 $602K 0.19% -354 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: 3,803 shares; 2024Q4: 3,807 shares; 2025Q1: 3,809 shares; 2025Q2: 3,810 shares; 2025Q3: 3,811 shares; 2025Q4: 3,807 shares; 2026Q1: 3,809 shares; 2026Q2: 3,798 shares 3,798 $556K 0.17% -11 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,082 shares; 2024Q4: 1,083 shares; 2025Q1: 1,082 shares; 2025Q2: 1,083 shares; 2025Q3: 1,082 shares; 2025Q4: 1,083 shares; 2026Q1: 1,084 shares; 2026Q2: 4,334 shares 4,334 $538K 0.17% +3,250 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,356 shares; 2025Q1: 14,395 shares; 2025Q2: 14,596 shares; 2025Q3: 14,713 shares; 2025Q4: 16,064 shares; 2026Q1: 10,928 shares; 2026Q2: 9,426 shares 9,426 $532K 0.17% -1,502 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: 9,131 shares; 2024Q4: 8,621 shares; 2025Q1: 8,658 shares; 2025Q2: 8,717 shares; 2025Q3: 8,415 shares; 2025Q4: 7,531 shares; 2026Q1: 9,181 shares; 2026Q2: 7,175 shares 7,175 $523K 0.16% -2,006 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: 4,756 shares; 2024Q4: 4,642 shares; 2025Q1: 4,598 shares; 2025Q2: 4,403 shares; 2025Q3: 4,427 shares; 2025Q4: 4,407 shares; 2026Q1: 4,429 shares; 2026Q2: 4,448 shares 4,448 $522K 0.16% +19 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: 2,623 shares; 2024Q4: 2,058 shares; 2025Q1: 2,026 shares; 2025Q2: 2,130 shares; 2025Q3: 2,058 shares; 2025Q4: 1,966 shares; 2026Q1: 1,966 shares; 2026Q2: 1,969 shares 1,969 $500K 0.16% +3 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: 4,649 shares; 2024Q4: 4,649 shares; 2025Q1: 4,652 shares; 2025Q2: 4,409 shares; 2025Q3: 4,412 shares; 2025Q4: 4,473 shares; 2026Q1: 4,655 shares; 2026Q2: 5,055 shares 5,055 $488K 0.15% +400 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: 1,883 shares; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: 1,883 shares; 2025Q3: 1,883 shares; 2025Q4: 1,911 shares; 2026Q1: 1,911 shares; 2026Q2: 1,911 shares 1,911 $464K 0.15% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,231 shares; 2026Q2: 8,817 shares 8,817 $461K 0.14% -1,414 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: 5,347 shares; 2024Q4: 3,798 shares; 2025Q1: 3,706 shares; 2025Q2: 3,710 shares; 2025Q3: 1,966 shares; 2025Q4: 1,712 shares; 2026Q1: 1,742 shares; 2026Q2: 1,842 shares 1,842 $439K 0.14% +100 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,445 shares; 2024Q4: 2,005 shares; 2025Q1: 2,012 shares; 2025Q2: 2,017 shares; 2025Q3: 2,026 shares; 2025Q4: 2,038 shares; 2026Q1: 2,043 shares; 2026Q2: 1,968 shares 1,968 $435K 0.14% -75 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,050 shares; 2026Q2: 4,190 shares 4,190 $428K 0.13% +1,140 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: 2,183 shares; 2024Q4: 2,711 shares; 2025Q1: 2,627 shares; 2025Q2: 2,641 shares; 2025Q3: 2,611 shares; 2025Q4: 2,411 shares; 2026Q1: 2,411 shares; 2026Q2: 1,977 shares 1,977 $428K 0.13% -434 Timeline EUSB 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: 23,375 shares; 2025Q1: 27,031 shares; 2025Q2: 28,793 shares; 2025Q3: 31,292 shares; 2025Q4: 33,473 shares; 2026Q1: 18,195 shares; 2026Q2: 9,678 shares 9,678 $421K 0.13% -8,517 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: 3,393 shares; 2024Q4: 3,235 shares; 2025Q1: 3,212 shares; 2025Q2: 3,172 shares; 2025Q3: 2,900 shares; 2025Q4: 2,816 shares; 2026Q1: 2,821 shares; 2026Q2: 2,827 shares 2,827 $414K 0.13% +6 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972 shares; 2024Q4: 940 shares; 2025Q1: 873 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 484 shares; 2026Q1: 432 shares; 2026Q2: 3,291 shares 3,291 $393K 0.12% +2,859 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: 1,395 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,403 shares; 2025Q3: 1,409 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares; 2026Q2: 1,374 shares 1,374 $386K 0.12% +1 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138 shares; 2026Q2: 1,245 shares 1,245 $376K 0.12% +1,107 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,418 shares; 2024Q4: 4,293 shares; 2025Q1: 4,308 shares; 2025Q2: 4,491 shares; 2025Q3: 4,269 shares; 2025Q4: 4,280 shares; 2026Q1: 4,270 shares; 2026Q2: 4,270 shares 4,270 $375K 0.12% 0 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,571 shares; 2026Q2: 7,120 shares 7,120 $370K 0.12% -3,451 Timeline HDV 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: 3,032 shares; 2026Q2: 12,862 shares 12,862 $353K 0.11% +9,830 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $344K 0.11% 0 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,247 shares 3,247 $327K 0.1% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,839 shares; 2024Q4: 23,839 shares; 2025Q1: 23,839 shares; 2025Q2: 23,839 shares; 2025Q3: 23,839 shares; 2025Q4: 23,839 shares; 2026Q1: 23,839 shares; 2026Q2: 23,839 shares 23,839 $317K 0.1% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,351 shares; 2024Q4: 927 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,083 shares; 2025Q4: 2,122 shares; 2026Q1: 1,874 shares; 2026Q2: 1,873 shares 1,873 $314K 0.1% -1 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,179 shares; 2025Q1: 7,897 shares; 2025Q2: 8,060 shares; 2025Q3: 8,537 shares; 2025Q4: 8,106 shares; 2026Q1: 4,052 shares; 2026Q2: 2,657 shares 2,657 $311K 0.1% -1,395 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: 421 shares; 2024Q4: 519 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 419 shares; 2025Q4: 444 shares; 2026Q1: 445 shares; 2026Q2: 412 shares 412 $308K 0.1% -33 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,373 shares; 2024Q4: 6,373 shares; 2025Q1: 6,381 shares; 2025Q2: 6,373 shares; 2025Q3: 6,373 shares; 2025Q4: 6,373 shares; 2026Q1: 6,373 shares; 2026Q2: 6,373 shares 6,373 $303K 0.1% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,953 shares; 2025Q3: 4,071 shares; 2025Q4: 4,071 shares; 2026Q1: 4,071 shares; 2026Q2: 4,071 shares 4,071 $294K 0.09% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,935 shares; 2024Q4: 2,945 shares; 2025Q1: 2,935 shares; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares; 2026Q1: 2,935 shares; 2026Q2: 2,935 shares 2,935 $294K 0.09% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: 1,413 shares; 2025Q1: 1,114 shares; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares; 2026Q2: 888 shares 888 $291K 0.09% -141 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,709 shares; 2024Q4: 2,367 shares; 2025Q1: 2,325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,243 shares; 2026Q1: 2,238 shares; 2026Q2: 2,233 shares 2,233 $287K 0.09% -5 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,736 shares 5,736 $286K 0.09% new 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: 441 shares; 2024Q4: 447 shares; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: 383 shares; 2025Q4: 384 shares; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $283K 0.09% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,978 shares 5,978 $281K 0.09% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,529 shares; 2026Q2: 10,461 shares 10,461 $267K 0.08% -68 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,789 shares; 2024Q4: 7,650 shares; 2025Q1: 6,756 shares; 2025Q2: 6,285 shares; 2025Q3: 5,356 shares; 2025Q4: 5,333 shares; 2026Q1: 5,350 shares; 2026Q2: 5,367 shares 5,367 $259K 0.08% +17 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,113 shares; 2025Q4: 1,126 shares; 2026Q1: 1,139 shares; 2026Q2: 1,151 shares 1,151 $257K 0.08% +12 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: 3,488 shares; 2024Q4: not reported; 2025Q1: 3,036 shares; 2025Q2: 2,788 shares; 2025Q3: 2,795 shares; 2025Q4: 2,821 shares; 2026Q1: 2,835 shares; 2026Q2: 2,874 shares 2,874 $254K 0.08% +39 Timeline SCHH 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: 10,736 shares; 2024Q4: 10,736 shares; 2025Q1: 10,736 shares; 2025Q2: 10,736 shares; 2025Q3: 10,736 shares; 2025Q4: 10,736 shares; 2026Q1: 10,736 shares; 2026Q2: 10,736 shares 10,736 $254K 0.08% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142 shares; 2024Q4: 1,057 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,039 shares; 2025Q4: 1,026 shares; 2026Q1: 1,026 shares; 2026Q2: 1,026 shares 1,026 $253K 0.08% 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: not reported; 2024Q4: 2,246 shares; 2025Q1: not reported; 2025Q2: 2,192 shares; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares; 2026Q1: 2,179 shares; 2026Q2: 2,185 shares 2,185 $248K 0.08% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 668 shares; 2026Q1: not reported; 2026Q2: 668 shares 668 $236K 0.07% new 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: 7,688 shares; 2024Q4: 13,034 shares; 2025Q1: 13,830 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,527 shares 6,527 $236K 0.07% new Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,599 shares; 2025Q1: 17,944 shares; 2025Q2: 19,219 shares; 2025Q3: 19,721 shares; 2025Q4: 19,487 shares; 2026Q1: 5,244 shares; 2026Q2: 2,463 shares 2,463 $233K 0.07% -2,781 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,742 shares; 2025Q3: 2,742 shares; 2025Q4: 2,774 shares; 2026Q1: 2,742 shares; 2026Q2: 2,742 shares 2,742 $227K 0.07% 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: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,655 shares; 2025Q2: 1,655 shares; 2025Q3: 1,656 shares; 2025Q4: 1,656 shares; 2026Q1: 1,657 shares; 2026Q2: 1,657 shares 1,657 $224K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310 shares 310 $224K 0.07% new 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: 4,243 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,727 shares; 2026Q1: 3,727 shares; 2026Q2: 3,731 shares 3,731 $223K 0.07% +4 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS 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: 3,376 shares; 2026Q2: 4,056 shares 4,056 $216K 0.07% +680 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,313 shares; 2024Q4: 1,318 shares; 2025Q1: 1,321 shares; 2025Q2: 1,007 shares; 2025Q3: 1,010 shares; 2025Q4: 1,013 shares; 2026Q1: 1,016 shares; 2026Q2: 970 shares 970 $214K 0.07% -46 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 695 shares; 2025Q1: 680 shares; 2025Q2: 670 shares; 2025Q3: 668 shares; 2025Q4: 658 shares; 2026Q1: not reported; 2026Q2: 579 shares 579 $204K 0.06% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,097 shares 1,097 $203K 0.06% new Timeline