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; 2024Q4: 1,076,537 shares; 2025Q1: 1,030,513 shares; 2025Q2: 874,417 shares; 2025Q3: 875,359 shares; 2025Q4: 837,859 shares; 2026Q1: 831,190 shares; 2026Q2: 826,262 shares; 2026Q3: 832,529 shares 832,529 $25M 9.75% +6,267 Timeline JGRO 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; 2024Q4: 88,054 shares; 2025Q1: 102,444 shares; 2025Q2: 129,759 shares; 2025Q3: 138,206 shares; 2025Q4: 174,866 shares; 2026Q1: 181,868 shares; 2026Q2: 190,225 shares; 2026Q3: 218,397 shares 218,397 $21.1M 8.24% +28,172 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; 2024Q4: 72,663 shares; 2025Q1: 79,753 shares; 2025Q2: 83,143 shares; 2025Q3: 102,496 shares; 2025Q4: 157,076 shares; 2026Q1: 223,024 shares; 2026Q2: 255,479 shares; 2026Q3: 340,989 shares 340,989 $15.3M 5.96% +85,510 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96,182 shares; 2025Q1: 105,709 shares; 2025Q2: 96,283 shares; 2025Q3: 97,652 shares; 2025Q4: 96,766 shares; 2026Q1: 96,709 shares; 2026Q2: 96,732 shares; 2026Q3: 97,660 shares 97,660 $13.3M 5.19% +928 Timeline JPSE 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; 2024Q4: 107,185 shares; 2025Q1: 132,558 shares; 2025Q2: 126,612 shares; 2025Q3: 133,546 shares; 2025Q4: 149,867 shares; 2026Q1: 174,823 shares; 2026Q2: 179,745 shares; 2026Q3: 188,526 shares 188,526 $10.6M 4.15% +8,781 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 337,035 shares; 2025Q1: 336,901 shares; 2025Q2: 339,941 shares; 2025Q3: 345,974 shares; 2025Q4: 356,193 shares; 2026Q1: 375,364 shares; 2026Q2: 378,545 shares; 2026Q3: 383,972 shares 383,972 $10.4M 4.06% +5,427 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; 2024Q4: 7,113 shares; 2025Q1: 40,811 shares; 2025Q2: 34,275 shares; 2025Q3: 55,888 shares; 2025Q4: 72,380 shares; 2026Q1: 101,584 shares; 2026Q2: 120,333 shares; 2026Q3: 145,012 shares 145,012 $10M 3.92% +24,679 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 237,141 shares; 2025Q1: 228,005 shares; 2025Q2: 169,622 shares; 2025Q3: 169,783 shares; 2025Q4: 166,538 shares; 2026Q1: 157,001 shares; 2026Q2: 156,974 shares; 2026Q3: 156,958 shares 156,958 $8.63M 3.37% -16 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,687 shares; 2025Q1: 87,287 shares; 2025Q2: 114,722 shares; 2025Q3: 117,949 shares; 2025Q4: 126,593 shares; 2026Q1: 135,619 shares; 2026Q2: 139,797 shares; 2026Q3: 147,636 shares 147,636 $6.24M 2.44% +7,839 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,084 shares; 2025Q1: 7,669 shares; 2025Q2: 7,905 shares; 2025Q3: 8,040 shares; 2025Q4: 7,974 shares; 2026Q1: 8,155 shares; 2026Q2: 8,151 shares; 2026Q3: 8,146 shares 8,146 $6.24M 2.44% -5 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,008 shares; 2025Q1: 57,085 shares; 2025Q2: 55,739 shares; 2025Q3: 55,358 shares; 2025Q4: 55,876 shares; 2026Q1: 56,829 shares; 2026Q2: 57,470 shares; 2026Q3: 61,215 shares 61,215 $6.02M 2.35% +3,745 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 34,494 shares; 2025Q2: 39,775 shares; 2025Q3: 39,826 shares; 2025Q4: 63,293 shares; 2026Q1: 98,738 shares; 2026Q2: 122,760 shares; 2026Q3: 136,596 shares 136,596 $5.82M 2.27% +13,836 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,785 shares; 2025Q1: 134,012 shares; 2025Q2: 121,293 shares; 2025Q3: 128,839 shares; 2025Q4: 136,127 shares; 2026Q1: 136,507 shares; 2026Q2: 146,074 shares; 2026Q3: 146,130 shares 146,130 $5.5M 2.15% +56 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,860 shares; 2025Q1: 10,560 shares; 2025Q2: 15,607 shares; 2025Q3: 17,329 shares; 2025Q4: 26,155 shares; 2026Q1: 30,084 shares; 2026Q2: 36,907 shares; 2026Q3: 57,719 shares 57,719 $5.22M 2.04% +20,812 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,375 shares; 2025Q1: 91,168 shares; 2025Q2: 121,105 shares; 2025Q3: 124,048 shares; 2025Q4: 125,089 shares; 2026Q1: 127,214 shares; 2026Q2: 124,514 shares; 2026Q3: 124,986 shares 124,986 $5.02M 1.96% +472 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,601 shares; 2025Q1: 51,534 shares; 2025Q2: 69,008 shares; 2025Q3: 72,746 shares; 2025Q4: 79,004 shares; 2026Q1: 87,268 shares; 2026Q2: 91,207 shares; 2026Q3: 106,690 shares 106,690 $4.57M 1.78% +15,483 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,008 shares; 2025Q1: 81,484 shares; 2025Q2: 98,585 shares; 2025Q3: 106,066 shares; 2025Q4: 108,228 shares; 2026Q1: 113,045 shares; 2026Q2: 127,113 shares; 2026Q3: 175,107 shares 175,107 $4.45M 1.74% +47,994 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,566 shares; 2025Q1: 38,256 shares; 2025Q2: 43,922 shares; 2025Q3: 45,495 shares; 2025Q4: 47,195 shares; 2026Q1: 51,457 shares; 2026Q2: 53,732 shares; 2026Q3: 53,751 shares 53,751 $4.42M 1.73% +19 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,333 shares; 2025Q1: 37,419 shares; 2025Q2: 34,255 shares; 2025Q3: 35,020 shares; 2025Q4: 35,346 shares; 2026Q1: 34,163 shares; 2026Q2: 35,441 shares; 2026Q3: 37,595 shares 37,595 $3.53M 1.38% +2,154 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,628 shares; 2025Q4: 31,120 shares; 2026Q1: 41,922 shares; 2026Q2: 42,847 shares; 2026Q3: 42,960 shares 42,960 $3.33M 1.3% +113 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,496 shares; 2025Q1: 35,598 shares; 2025Q2: 32,849 shares; 2025Q3: 35,700 shares; 2025Q4: 38,269 shares; 2026Q1: 53,546 shares; 2026Q2: 62,091 shares; 2026Q3: 73,868 shares 73,868 $3.28M 1.28% +11,777 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,989 shares; 2025Q1: 10,494 shares; 2025Q2: 10,153 shares; 2025Q3: 10,481 shares; 2025Q4: 10,436 shares; 2026Q1: 10,426 shares; 2026Q2: 10,076 shares; 2026Q3: 9,811 shares 9,811 $3.27M 1.28% -265 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; 2024Q4: 8,221 shares; 2025Q1: 8,221 shares; 2025Q2: 8,221 shares; 2025Q3: 8,268 shares; 2025Q4: 8,268 shares; 2026Q1: 8,276 shares; 2026Q2: 8,276 shares; 2026Q3: 8,287 shares 8,287 $3.1M 1.21% +11 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,311 shares; 2025Q1: 20,473 shares; 2025Q2: 22,271 shares; 2025Q3: 22,096 shares; 2025Q4: 21,194 shares; 2026Q1: 20,676 shares; 2026Q2: 20,651 shares; 2026Q3: 20,640 shares 20,640 $2.94M 1.15% -11 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; 2024Q4: 11,541 shares; 2025Q1: 11,836 shares; 2025Q2: 11,295 shares; 2025Q3: 11,337 shares; 2025Q4: 11,337 shares; 2026Q1: 11,337 shares; 2026Q2: 11,962 shares; 2026Q3: 11,212 shares 11,212 $2.79M 1.09% -750 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,330 shares; 2025Q1: 51,176 shares; 2025Q2: 36,176 shares; 2025Q3: 36,176 shares; 2025Q4: 29,734 shares; 2026Q1: 29,734 shares; 2026Q2: 35,372 shares; 2026Q3: 35,372 shares 35,372 $2.54M 0.99% 0 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,601 shares; 2025Q3: 28,697 shares; 2025Q4: 47,325 shares; 2026Q1: 67,720 shares; 2026Q2: 69,650 shares; 2026Q3: 79,385 shares 79,385 $2.33M 0.91% +9,735 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,643 shares; 2025Q1: 62,922 shares; 2025Q2: 55,416 shares; 2025Q3: 57,198 shares; 2025Q4: 56,197 shares; 2026Q1: 54,353 shares; 2026Q2: 54,403 shares; 2026Q3: 57,174 shares 57,174 $2.27M 0.89% +2,771 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; 2024Q4: 123,141 shares; 2025Q1: 118,661 shares; 2025Q2: 59,487 shares; 2025Q3: 59,608 shares; 2025Q4: 59,669 shares; 2026Q1: 58,201 shares; 2026Q2: 58,631 shares; 2026Q3: 58,691 shares 58,691 $2.11M 0.82% +60 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,378 shares 24,378 $2.02M 0.79% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,743 shares; 2025Q1: 19,087 shares; 2025Q2: 22,443 shares; 2025Q3: 23,777 shares; 2025Q4: 39,239 shares; 2026Q1: 44,503 shares; 2026Q2: 49,294 shares; 2026Q3: 53,024 shares 53,024 $1.96M 0.77% +3,730 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,032 shares; 2025Q1: 5,435 shares; 2025Q2: 5,506 shares; 2025Q3: 5,534 shares; 2025Q4: 5,462 shares; 2026Q1: 5,463 shares; 2026Q2: 5,108 shares; 2026Q3: 4,756 shares 4,756 $1.64M 0.64% -352 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,942 shares; 2025Q1: 3,279 shares; 2025Q2: 3,185 shares; 2025Q3: 3,177 shares; 2025Q4: 3,184 shares; 2026Q1: 3,312 shares; 2026Q2: 3,431 shares; 2026Q3: 3,068 shares 3,068 $1.57M 0.61% -363 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; 2024Q4: 48,607 shares; 2025Q1: 47,818 shares; 2025Q2: 49,320 shares; 2025Q3: 49,704 shares; 2025Q4: 49,686 shares; 2026Q1: 49,349 shares; 2026Q2: 49,479 shares; 2026Q3: 48,020 shares 48,020 $1.57M 0.61% -1,459 Timeline VCRM 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,231 shares; 2026Q1: 13,271 shares; 2026Q2: 13,395 shares; 2026Q3: 21,307 shares 21,307 $1.52M 0.6% +7,912 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; 2024Q4: not reported; 2025Q1: 15,665 shares; 2025Q2: 15,665 shares; 2025Q3: 15,705 shares; 2025Q4: 15,217 shares; 2026Q1: 64,747 shares; 2026Q2: 62,493 shares; 2026Q3: 61,282 shares 61,282 $1.5M 0.58% -1,211 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,625 shares; 2026Q1: 25,206 shares; 2026Q2: 27,266 shares; 2026Q3: 29,671 shares 29,671 $1.49M 0.58% +2,405 Timeline ROCY 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,035 shares 25,035 $1.38M 0.54% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,728 shares; 2025Q1: 2,731 shares; 2025Q2: 2,734 shares; 2025Q3: 2,737 shares; 2025Q4: 2,737 shares; 2026Q1: 2,536 shares; 2026Q2: 10,372 shares; 2026Q3: 10,380 shares 10,380 $1.3M 0.51% +8 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,816 shares; 2025Q1: 8,647 shares; 2025Q2: 8,672 shares; 2025Q3: 8,698 shares; 2025Q4: 8,767 shares; 2026Q1: 8,784 shares; 2026Q2: 8,804 shares; 2026Q3: 7,751 shares 7,751 $1.29M 0.5% -1,053 Timeline GCAL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,088 shares; 2026Q3: 26,549 shares 26,549 $1.29M 0.5% +20,461 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,343 shares; 2026Q3: 18,447 shares 18,447 $1.28M 0.5% +13,104 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; 2024Q4: 37,832 shares; 2025Q1: 37,817 shares; 2025Q2: 32,488 shares; 2025Q3: 32,676 shares; 2025Q4: 32,888 shares; 2026Q1: 32,941 shares; 2026Q2: 32,077 shares; 2026Q3: 32,195 shares 32,195 $1.27M 0.49% +118 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; 2024Q4: 1,463 shares; 2025Q1: 1,506 shares; 2025Q2: 1,560 shares; 2025Q3: 1,561 shares; 2025Q4: 1,564 shares; 2026Q1: 1,566 shares; 2026Q2: 1,566 shares; 2026Q3: 1,572 shares 1,572 $1.16M 0.45% +6 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,327 shares; 2025Q2: 3,924 shares; 2025Q3: 4,156 shares; 2025Q4: 4,142 shares; 2026Q1: 4,142 shares; 2026Q2: 10,156 shares; 2026Q3: 4,885 shares 4,885 $1.12M 0.44% -5,271 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,722 shares; 2025Q1: 1,851 shares; 2025Q2: 4,041 shares; 2025Q3: 3,563 shares; 2025Q4: 3,575 shares; 2026Q1: 3,581 shares; 2026Q2: 3,771 shares; 2026Q3: 3,949 shares 3,949 $1.1M 0.43% +178 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; 2024Q4: 2,799 shares; 2025Q1: 2,799 shares; 2025Q2: 2,799 shares; 2025Q3: 2,827 shares; 2025Q4: 2,815 shares; 2026Q1: 2,815 shares; 2026Q2: 2,830 shares; 2026Q3: 2,115 shares 2,115 $1.05M 0.41% -715 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,231 shares; 2025Q1: 14,231 shares; 2025Q2: 14,231 shares; 2025Q3: 13,791 shares; 2025Q4: 13,791 shares; 2026Q1: 8,541 shares; 2026Q2: 7,634 shares; 2026Q3: 7,634 shares 7,634 $1.05M 0.41% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,360 shares; 2025Q1: 1,361 shares; 2025Q2: 1,358 shares; 2025Q3: 1,380 shares; 2025Q4: 1,381 shares; 2026Q1: 1,379 shares; 2026Q2: 1,464 shares; 2026Q3: 1,425 shares 1,425 $1.03M 0.4% -39 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,810 shares 19,810 $984K 0.38% new Timeline VTEI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,026 shares; 2026Q2: 10,103 shares; 2026Q3: 10,183 shares 10,183 $971K 0.38% +80 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,248 shares; 2025Q1: 18,093 shares; 2025Q2: 20,586 shares; 2025Q3: 21,338 shares; 2025Q4: 21,389 shares; 2026Q1: 21,799 shares; 2026Q2: 21,588 shares; 2026Q3: 21,705 shares 21,705 $965K 0.38% +117 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,474 shares; 2025Q1: 4,861 shares; 2025Q2: 4,944 shares; 2025Q3: 4,944 shares; 2025Q4: 6,232 shares; 2026Q1: 6,241 shares; 2026Q2: 6,322 shares; 2026Q3: 10,455 shares 10,455 $942K 0.37% +4,133 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; 2024Q4: 826 shares; 2025Q1: 829 shares; 2025Q2: 1,138 shares; 2025Q3: 1,142 shares; 2025Q4: 1,205 shares; 2026Q1: 1,269 shares; 2026Q2: 1,192 shares; 2026Q3: 1,217 shares 1,217 $853K 0.33% +25 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; 2024Q4: 12,425 shares; 2025Q1: 16,502 shares; 2025Q2: 18,941 shares; 2025Q3: 18,941 shares; 2025Q4: 18,042 shares; 2026Q1: 20,626 shares; 2026Q2: 19,406 shares; 2026Q3: 18,552 shares 18,552 $851K 0.33% -854 Timeline HIMU 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; 2024Q4: not reported; 2025Q1: 4,132 shares; 2025Q2: 6,259 shares; 2025Q3: 6,337 shares; 2025Q4: 6,449 shares; 2026Q1: 6,504 shares; 2026Q2: 6,591 shares; 2026Q3: 18,599 shares 18,599 $850K 0.33% +12,008 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,524 shares; 2026Q3: 32,524 shares 32,524 $842K 0.33% 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; 2024Q4: 7,800 shares; 2025Q1: 7,828 shares; 2025Q2: 6,374 shares; 2025Q3: 6,402 shares; 2025Q4: 6,432 shares; 2026Q1: 6,444 shares; 2026Q2: 6,470 shares; 2026Q3: 6,498 shares 6,498 $832K 0.33% +28 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,761 shares 13,761 $774K 0.3% new Timeline BRK-A 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; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $747K 0.29% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,442 shares; 2025Q1: 1,841 shares; 2025Q2: 1,788 shares; 2025Q3: 1,762 shares; 2025Q4: 1,766 shares; 2026Q1: 1,766 shares; 2026Q2: 1,769 shares; 2026Q3: 1,774 shares 1,774 $738K 0.29% +5 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,315 shares; 2026Q2: 7,299 shares; 2026Q3: 7,299 shares 7,299 $710K 0.28% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,754 shares; 2025Q1: 11,784 shares; 2025Q2: 11,812 shares; 2025Q3: 11,840 shares; 2025Q4: 11,875 shares; 2026Q1: 11,904 shares; 2026Q2: 11,931 shares; 2026Q3: 11,960 shares 11,960 $697K 0.27% +29 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,434 shares; 2026Q3: 28,540 shares 28,540 $681K 0.27% -10,894 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; 2024Q4: 2,092 shares; 2025Q1: 2,293 shares; 2025Q2: 2,216 shares; 2025Q3: 2,234 shares; 2025Q4: 1,919 shares; 2026Q1: 1,922 shares; 2026Q2: 2,018 shares; 2026Q3: 1,955 shares 1,955 $647K 0.25% -63 Timeline CGHM 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,667 shares 26,667 $642K 0.25% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,710 shares; 2026Q2: 1,690 shares; 2026Q3: 1,684 shares 1,684 $641K 0.25% -6 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,826 shares; 2026Q2: 6,826 shares; 2026Q3: 6,826 shares 6,826 $631K 0.25% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,190 shares; 2025Q1: 5,242 shares; 2025Q2: 3,859 shares; 2025Q3: 3,868 shares; 2025Q4: 3,880 shares; 2026Q1: 3,883 shares; 2026Q2: 3,888 shares; 2026Q3: 3,897 shares 3,897 $625K 0.24% +9 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,296 shares; 2025Q1: 4,248 shares; 2025Q2: 4,201 shares; 2025Q3: 4,247 shares; 2025Q4: 3,231 shares; 2026Q1: 3,231 shares; 2026Q2: 3,423 shares; 2026Q3: 2,953 shares 2,953 $603K 0.24% -470 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,908 shares; 2025Q1: 1,910 shares; 2025Q2: 1,911 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares; 2026Q1: 1,913 shares; 2026Q2: 1,912 shares; 2026Q3: 1,646 shares 1,646 $561K 0.22% -266 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,520 shares; 2025Q1: 6,002 shares; 2025Q2: 6,110 shares; 2025Q3: 6,110 shares; 2025Q4: 5,965 shares; 2026Q1: 5,965 shares; 2026Q2: 6,137 shares; 2026Q3: 5,530 shares 5,530 $536K 0.21% -607 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,015 shares; 2026Q2: 2,015 shares; 2026Q3: 2,015 shares 2,015 $531K 0.21% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,512 shares; 2025Q2: 2,775 shares; 2025Q3: 2,946 shares; 2025Q4: 5,939 shares; 2026Q1: 8,515 shares; 2026Q2: 8,558 shares; 2026Q3: 8,618 shares 8,618 $530K 0.21% +60 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $522K 0.2% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,333 shares; 2025Q1: 3,133 shares; 2025Q2: 2,833 shares; 2025Q3: 2,533 shares; 2025Q4: 2,433 shares; 2026Q1: 1,833 shares; 2026Q2: 1,611 shares; 2026Q3: 1,525 shares 1,525 $476K 0.19% -86 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,189 shares; 2025Q1: 5,197 shares; 2025Q2: 5,207 shares; 2025Q3: 5,215 shares; 2025Q4: 5,224 shares; 2026Q1: 5,231 shares; 2026Q2: 5,239 shares; 2026Q3: 5,245 shares 5,245 $462K 0.18% +6 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,706 shares 19,706 $461K 0.18% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,121 shares; 2025Q1: 8,139 shares; 2025Q2: 8,345 shares; 2025Q3: 8,369 shares; 2025Q4: 8,390 shares; 2026Q1: 8,408 shares; 2026Q2: 8,428 shares; 2026Q3: 8,560 shares 8,560 $448K 0.18% +132 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 622 shares; 2025Q3: 624 shares; 2025Q4: 574 shares; 2026Q1: 522 shares; 2026Q2: 470 shares; 2026Q3: 470 shares 470 $447K 0.17% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,052 shares; 2026Q2: 13,836 shares; 2026Q3: 13,836 shares 13,836 $428K 0.17% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 900 shares; 2026Q3: 900 shares 900 $409K 0.16% 0 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; 2024Q4: 11,743 shares; 2025Q1: 11,488 shares; 2025Q2: 10,927 shares; 2025Q3: 9,529 shares; 2025Q4: 9,592 shares; 2026Q1: 9,616 shares; 2026Q2: 9,069 shares; 2026Q3: 9,597 shares 9,597 $398K 0.16% +528 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,220 shares; 2025Q3: 14,220 shares; 2025Q4: 14,220 shares; 2026Q1: 13,509 shares; 2026Q2: 19,509 shares; 2026Q3: 19,509 shares 19,509 $393K 0.15% 0 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,311 shares; 2025Q1: 7,798 shares; 2025Q2: 7,828 shares; 2025Q3: 7,856 shares; 2025Q4: 7,888 shares; 2026Q1: 7,888 shares; 2026Q2: 7,912 shares; 2026Q3: 7,934 shares 7,934 $383K 0.15% +22 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,073 shares; 2025Q1: 5,075 shares; 2025Q2: 5,076 shares; 2025Q3: 5,096 shares; 2025Q4: 5,097 shares; 2026Q1: 5,080 shares; 2026Q2: 5,082 shares; 2026Q3: 5,083 shares 5,083 $346K 0.13% +1 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,568 shares; 2026Q2: 3,557 shares; 2026Q3: 3,557 shares 3,557 $337K 0.13% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,420 shares; 2026Q2: 1,420 shares; 2026Q3: 1,126 shares 1,126 $324K 0.13% -294 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares; 2026Q2: 1,468 shares; 2026Q3: 1,468 shares 1,468 $314K 0.12% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,362 shares 2,362 $303K 0.12% new Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,564 shares; 2025Q2: 3,624 shares; 2025Q3: 3,624 shares; 2025Q4: 3,661 shares; 2026Q1: 3,665 shares; 2026Q2: 3,715 shares; 2026Q3: 3,729 shares 3,729 $297K 0.12% +14 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,198 shares; 2026Q3: 14,315 shares 14,315 $293K 0.11% +117 Timeline VOOG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 564 shares; 2026Q2: 3,385 shares; 2026Q3: 3,389 shares 3,389 $290K 0.11% +4 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,412 shares; 2026Q2: 3,412 shares; 2026Q3: 3,412 shares 3,412 $289K 0.11% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,473 shares; 2025Q1: 3,473 shares; 2025Q2: 3,473 shares; 2025Q3: 3,508 shares; 2025Q4: 3,508 shares; 2026Q1: 3,473 shares; 2026Q2: 3,473 shares; 2026Q3: 3,473 shares 3,473 $278K 0.11% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,886 shares; 2025Q1: 2,837 shares; 2025Q2: 2,865 shares; 2025Q3: 2,889 shares; 2025Q4: 2,913 shares; 2026Q1: 2,941 shares; 2026Q2: 2,962 shares; 2026Q3: 2,986 shares 2,986 $268K 0.1% +24 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,087 shares; 2025Q3: 11,087 shares; 2025Q4: 11,349 shares; 2026Q1: 9,569 shares; 2026Q2: 9,616 shares; 2026Q3: 9,616 shares 9,616 $264K 0.1% 0 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,261 shares; 2025Q4: 5,283 shares; 2026Q1: 5,304 shares; 2026Q2: 5,329 shares; 2026Q3: 5,350 shares 5,350 $263K 0.1% +21 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,078 shares; 2025Q1: 8,709 shares; 2025Q2: 8,159 shares; 2025Q3: 7,974 shares; 2025Q4: 7,369 shares; 2026Q1: 7,343 shares; 2026Q2: 7,359 shares; 2026Q3: 7,386 shares 7,386 $259K 0.1% +27 Timeline BRHY 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,693 shares; 2025Q4: 4,851 shares; 2026Q1: 4,904 shares; 2026Q2: 4,980 shares; 2026Q3: 5,057 shares 5,057 $249K 0.1% +77 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 916 shares 916 $243K 0.09% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,810 shares; 2026Q1: 2,827 shares; 2026Q2: 2,850 shares; 2026Q3: 2,866 shares 2,866 $232K 0.09% +16 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,497 shares; 2026Q2: not reported; 2026Q3: 3,535 shares 3,535 $229K 0.09% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,016 shares 3,016 $219K 0.09% new Timeline VIOG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,568 shares; 2026Q3: 1,570 shares 1,570 $217K 0.08% +2 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; 2024Q4: 3,954 shares; 2025Q1: 3,960 shares; 2025Q2: 3,960 shares; 2025Q3: 3,960 shares; 2025Q4: 4,091 shares; 2026Q1: 4,091 shares; 2026Q2: 4,133 shares; 2026Q3: 4,190 shares 4,190 $208K 0.08% +57 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,525 shares; 2026Q3: 6,475 shares 6,475 $204K 0.08% -50 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $69K 0.03% 0 Timeline