INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,877,283 shares; 2024Q4: 8,506,713 shares; 2025Q1: 8,657,795 shares; 2025Q2: 8,575,507 shares; 2025Q3: 8,598,454 shares; 2025Q4: 8,690,116 shares; 2026Q1: 8,700,431 shares; 2026Q2: 8,625,214 shares 8,625,214 $353M 15.49% -75,217 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,687,675 shares; 2024Q4: 3,574,438 shares; 2025Q1: 3,606,933 shares; 2025Q2: 3,744,652 shares; 2025Q3: 3,745,097 shares; 2025Q4: 3,810,840 shares; 2026Q1: 3,836,442 shares; 2026Q2: 3,777,784 shares 3,777,784 $337M 14.76% -58,658 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,196,277 shares; 2024Q4: 3,682,638 shares; 2025Q1: 3,726,234 shares; 2025Q2: 3,821,219 shares; 2025Q3: 3,808,047 shares; 2025Q4: 3,912,625 shares; 2026Q1: 3,990,874 shares; 2026Q2: 3,975,040 shares 3,975,040 $301M 13.18% -15,834 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,414 shares; 2024Q4: 1,940,726 shares; 2025Q1: 2,171,286 shares; 2025Q2: 2,237,058 shares; 2025Q3: 2,333,044 shares; 2025Q4: 2,653,141 shares; 2026Q1: 2,703,579 shares; 2026Q2: 2,797,607 shares 2,797,607 $165M 7.23% +94,028 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754,459 shares; 2024Q4: 1,813,367 shares; 2025Q1: 1,865,472 shares; 2025Q2: 1,875,777 shares; 2025Q3: 1,873,012 shares; 2025Q4: 1,888,930 shares; 2026Q1: 1,885,974 shares; 2026Q2: 1,774,234 shares 1,774,234 $130M 5.7% -111,740 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: 959,372 shares; 2024Q4: 997,969 shares; 2025Q1: 1,029,788 shares; 2025Q2: 1,037,924 shares; 2025Q3: 1,056,698 shares; 2025Q4: 1,166,674 shares; 2026Q1: 1,451,149 shares; 2026Q2: 1,534,255 shares 1,534,255 $121M 5.32% +83,106 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: 709,332 shares; 2025Q1: 748,143 shares; 2025Q2: 758,511 shares; 2025Q3: 777,530 shares; 2025Q4: 829,148 shares; 2026Q1: 1,468,510 shares; 2026Q2: 1,543,640 shares 1,543,640 $77.5M 3.4% +75,130 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: 1,113,582 shares; 2024Q4: 1,064,012 shares; 2025Q1: 1,035,908 shares; 2025Q2: 1,174,478 shares; 2025Q3: 1,186,149 shares; 2025Q4: 1,273,353 shares; 2026Q1: 1,308,320 shares; 2026Q2: 1,336,405 shares 1,336,405 $73.7M 3.23% +28,085 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: 1,036,083 shares; 2024Q4: 784,962 shares; 2025Q1: 802,796 shares; 2025Q2: 809,113 shares; 2025Q3: 818,802 shares; 2025Q4: 853,990 shares; 2026Q1: 869,001 shares; 2026Q2: 885,012 shares 885,012 $73.1M 3.21% +16,011 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,450 shares; 2024Q4: 221,205 shares; 2025Q1: 221,605 shares; 2025Q2: 219,357 shares; 2025Q3: 219,222 shares; 2025Q4: 222,511 shares; 2026Q1: 225,567 shares; 2026Q2: 206,900 shares 206,900 $70.9M 3.11% -18,667 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,788 shares; 2024Q4: 264,902 shares; 2025Q1: 269,499 shares; 2025Q2: 279,497 shares; 2025Q3: 280,279 shares; 2025Q4: 284,153 shares; 2026Q1: 285,538 shares; 2026Q2: 273,656 shares 273,656 $68.3M 2.99% -11,882 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633,683 shares; 2024Q4: 1,621,215 shares; 2025Q1: 1,539,154 shares; 2025Q2: 1,389,765 shares; 2025Q3: 1,397,914 shares; 2025Q4: 921,392 shares; 2026Q1: 583,756 shares; 2026Q2: 561,408 shares 561,408 $44.6M 1.95% -22,348 Timeline EUSA 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: 415,161 shares; 2025Q1: 482,044 shares; 2025Q2: 340,661 shares; 2025Q3: 350,890 shares; 2025Q4: 376,631 shares; 2026Q1: 383,497 shares; 2026Q2: 390,238 shares 390,238 $44.6M 1.95% +6,741 Timeline DFIV 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: 820,053 shares; 2024Q4: 847,105 shares; 2025Q1: 856,439 shares; 2025Q2: 857,647 shares; 2025Q3: 851,030 shares; 2025Q4: 843,698 shares; 2026Q1: 833,500 shares; 2026Q2: 820,043 shares 820,043 $44.3M 1.94% -13,457 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 942,781 shares; 2024Q4: 931,059 shares; 2025Q1: 882,042 shares; 2025Q2: 949,667 shares; 2025Q3: 927,844 shares; 2025Q4: 903,394 shares; 2026Q1: 890,002 shares; 2026Q2: 869,334 shares 869,334 $39.7M 1.74% -20,668 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 533,529 shares; 2026Q1: 589,560 shares; 2026Q2: 574,711 shares 574,711 $33.4M 1.47% -14,849 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221,596 shares; 2024Q4: 350,626 shares; 2025Q1: 298,977 shares; 2025Q2: 284,170 shares; 2025Q3: 278,586 shares; 2025Q4: 273,978 shares; 2026Q1: 271,848 shares; 2026Q2: 259,171 shares 259,171 $27.5M 1.21% -12,677 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: 74,392 shares; 2024Q4: 74,682 shares; 2025Q1: 72,974 shares; 2025Q2: 72,094 shares; 2025Q3: 71,604 shares; 2025Q4: 68,104 shares; 2026Q1: 67,807 shares; 2026Q2: 63,958 shares 63,958 $18.5M 0.81% -3,849 Timeline SIZE 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: 103,600 shares; 2025Q3: 102,372 shares; 2025Q4: 102,077 shares; 2026Q1: 101,724 shares; 2026Q2: 98,837 shares 98,837 $17.6M 0.77% -2,887 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355,553 shares; 2024Q4: 208,449 shares; 2025Q1: 206,172 shares; 2025Q2: 209,022 shares; 2025Q3: 211,666 shares; 2025Q4: 220,844 shares; 2026Q1: 224,112 shares; 2026Q2: 227,077 shares 227,077 $15.3M 0.67% +2,965 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,855 shares; 2025Q1: 38,800 shares; 2025Q2: 38,827 shares; 2025Q3: 38,629 shares; 2025Q4: 37,744 shares; 2026Q1: 37,146 shares; 2026Q2: 34,437 shares 34,437 $14.9M 0.65% -2,709 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: 5,524 shares; 2024Q4: 5,486 shares; 2025Q1: 5,250 shares; 2025Q2: 5,152 shares; 2025Q3: 5,050 shares; 2025Q4: 4,954 shares; 2026Q1: 4,919 shares; 2026Q2: 47,035 shares 47,035 $14.2M 0.62% +42,116 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,892 shares; 2024Q4: 68,787 shares; 2025Q1: 66,917 shares; 2025Q2: 103,768 shares; 2025Q3: 98,740 shares; 2025Q4: 96,907 shares; 2026Q1: 97,705 shares; 2026Q2: 93,239 shares 93,239 $13.2M 0.58% -4,466 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: 36,366 shares; 2024Q4: 36,472 shares; 2025Q1: 35,697 shares; 2025Q2: 35,260 shares; 2025Q3: 34,912 shares; 2025Q4: 34,035 shares; 2026Q1: 33,988 shares; 2026Q2: 32,958 shares 32,958 $11.6M 0.51% -1,030 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,697 shares; 2024Q4: 230,670 shares; 2025Q1: 216,057 shares; 2025Q2: 245,844 shares; 2025Q3: 236,749 shares; 2025Q4: 224,267 shares; 2026Q1: 222,255 shares; 2026Q2: 206,166 shares 206,166 $10.7M 0.47% -16,089 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,890 shares; 2024Q4: 39,629 shares; 2025Q1: 58,925 shares; 2025Q2: 105,706 shares; 2025Q3: 101,865 shares; 2025Q4: 99,739 shares; 2026Q1: 99,225 shares; 2026Q2: 95,271 shares 95,271 $8.69M 0.38% -3,954 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: 28,740 shares; 2024Q4: 28,363 shares; 2025Q1: 27,055 shares; 2025Q2: 26,520 shares; 2025Q3: 25,969 shares; 2025Q4: 24,850 shares; 2026Q1: 24,789 shares; 2026Q2: 24,505 shares 24,505 $8.02M 0.35% -284 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: 16,158 shares; 2024Q4: 17,426 shares; 2025Q1: 17,095 shares; 2025Q2: 17,294 shares; 2025Q3: 17,110 shares; 2025Q4: 16,585 shares; 2026Q1: 16,407 shares; 2026Q2: 16,328 shares 16,328 $6.09M 0.27% -79 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: 17,599 shares; 2024Q4: 17,193 shares; 2025Q1: 16,695 shares; 2025Q2: 16,666 shares; 2025Q3: 16,486 shares; 2025Q4: 16,007 shares; 2026Q1: 15,992 shares; 2026Q2: 15,657 shares 15,657 $5.37M 0.24% -335 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,257 shares; 2024Q4: 7,227 shares; 2025Q1: 7,180 shares; 2025Q2: 6,953 shares; 2025Q3: 6,877 shares; 2025Q4: 6,790 shares; 2026Q1: 6,764 shares; 2026Q2: 6,518 shares 6,518 $4.93M 0.22% -246 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: 38,946 shares; 2024Q4: 37,787 shares; 2025Q1: 37,092 shares; 2025Q2: 52,613 shares; 2025Q3: 50,403 shares; 2025Q4: 49,099 shares; 2026Q1: 48,587 shares; 2026Q2: 44,933 shares 44,933 $3.84M 0.17% -3,654 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,194 shares; 2024Q4: 28,537 shares; 2025Q1: 27,335 shares; 2025Q2: 26,450 shares; 2025Q3: 24,449 shares; 2025Q4: 23,925 shares; 2026Q1: 23,878 shares; 2026Q2: 23,100 shares 23,100 $3.39M 0.15% -778 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: 8,741 shares; 2024Q4: 8,738 shares; 2025Q1: 8,482 shares; 2025Q2: 8,366 shares; 2025Q3: 8,366 shares; 2025Q4: 8,598 shares; 2026Q1: 8,598 shares; 2026Q2: 8,911 shares 8,911 $3.3M 0.14% +313 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,901 shares; 2024Q4: 14,601 shares; 2025Q1: 14,444 shares; 2025Q2: 14,139 shares; 2025Q3: 14,140 shares; 2025Q4: 13,609 shares; 2026Q1: 13,609 shares; 2026Q2: 13,377 shares 13,377 $3.18M 0.14% -232 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: 49,456 shares; 2024Q4: 45,859 shares; 2025Q1: 39,826 shares; 2025Q2: 28,582 shares; 2025Q3: 27,762 shares; 2025Q4: 11,826 shares; 2026Q1: 9,364 shares; 2026Q2: 8,164 shares 8,164 $3.01M 0.13% -1,200 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,595 shares; 2025Q1: 3,392 shares; 2025Q2: 3,370 shares; 2025Q3: 3,363 shares; 2025Q4: 3,199 shares; 2026Q1: 3,164 shares; 2026Q2: 3,093 shares 3,093 $2.97M 0.13% -71 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: 9,391 shares; 2024Q4: 9,595 shares; 2025Q1: 8,591 shares; 2025Q2: 8,741 shares; 2025Q3: 8,873 shares; 2025Q4: 8,507 shares; 2026Q1: 8,507 shares; 2026Q2: 8,104 shares 8,104 $2.9M 0.13% -403 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: 28,938 shares; 2024Q4: 26,957 shares; 2025Q1: 25,891 shares; 2025Q2: 25,589 shares; 2025Q3: 25,244 shares; 2025Q4: 24,749 shares; 2026Q1: 24,599 shares; 2026Q2: 24,309 shares 24,309 $2.86M 0.13% -290 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: 35,812 shares; 2024Q4: 35,732 shares; 2025Q1: 34,977 shares; 2025Q2: 34,538 shares; 2025Q3: 34,207 shares; 2025Q4: 32,166 shares; 2026Q1: 32,166 shares; 2026Q2: 31,822 shares 31,822 $2.79M 0.12% -344 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: 23,420 shares; 2024Q4: 22,386 shares; 2025Q1: 22,392 shares; 2025Q2: 21,105 shares; 2025Q3: 20,666 shares; 2025Q4: 20,080 shares; 2026Q1: 20,080 shares; 2026Q2: 20,112 shares 20,112 $2.75M 0.12% +32 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,079 shares; 2024Q4: 7,081 shares; 2025Q1: 6,617 shares; 2025Q2: 6,816 shares; 2025Q3: 6,835 shares; 2025Q4: 6,447 shares; 2026Q1: 6,447 shares; 2026Q2: 6,447 shares 6,447 $2.71M 0.12% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,721 shares; 2024Q4: 19,176 shares; 2025Q1: 18,016 shares; 2025Q2: 17,471 shares; 2025Q3: 16,925 shares; 2025Q4: 15,390 shares; 2026Q1: 15,160 shares; 2026Q2: 14,610 shares 14,610 $2.7M 0.12% -550 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: 3,148 shares; 2024Q4: 3,104 shares; 2025Q1: 3,116 shares; 2025Q2: 3,071 shares; 2025Q3: 3,022 shares; 2025Q4: 2,983 shares; 2026Q1: 2,978 shares; 2026Q2: 2,883 shares 2,883 $2.7M 0.12% -95 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: 24,298 shares; 2024Q4: 23,446 shares; 2025Q1: 20,621 shares; 2025Q2: 20,211 shares; 2025Q3: 19,309 shares; 2025Q4: 19,006 shares; 2026Q1: 19,006 shares; 2026Q2: 18,756 shares 18,756 $2.41M 0.11% -250 Timeline SPTL 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: 9,815 shares; 2024Q4: 195,984 shares; 2025Q1: 321,637 shares; 2025Q2: 74,354 shares; 2025Q3: 104,183 shares; 2025Q4: 103,978 shares; 2026Q1: 87,903 shares; 2026Q2: 91,677 shares 91,677 $2.4M 0.11% +3,774 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: 10,124 shares; 2024Q4: 10,328 shares; 2025Q1: 10,356 shares; 2025Q2: 10,506 shares; 2025Q3: 10,634 shares; 2025Q4: 9,972 shares; 2026Q1: 10,045 shares; 2026Q2: 9,885 shares 9,885 $2.36M 0.1% -160 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: 10,996 shares; 2024Q4: 9,701 shares; 2025Q1: 9,289 shares; 2025Q2: 9,443 shares; 2025Q3: 8,950 shares; 2025Q4: 8,995 shares; 2026Q1: 9,059 shares; 2026Q2: 8,944 shares 8,944 $2.27M 0.1% -115 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: 11,884 shares; 2024Q4: 12,720 shares; 2025Q1: 11,286 shares; 2025Q2: 11,357 shares; 2025Q3: 11,119 shares; 2025Q4: 10,276 shares; 2026Q1: 10,463 shares; 2026Q2: 11,081 shares 11,081 $2.22M 0.1% +618 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,270 shares; 2024Q4: 26,145 shares; 2025Q1: 26,500 shares; 2025Q2: 26,500 shares; 2025Q3: 26,000 shares; 2025Q4: 25,725 shares; 2026Q1: 25,725 shares; 2026Q2: 25,725 shares 25,725 $2.2M 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: 4,333 shares; 2024Q4: 4,365 shares; 2025Q1: 4,315 shares; 2025Q2: 4,500 shares; 2025Q3: 4,512 shares; 2025Q4: 4,359 shares; 2026Q1: 4,198 shares; 2026Q2: 4,298 shares 4,298 $2.15M 0.09% +100 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,195 shares; 2024Q4: 13,583 shares; 2025Q1: 13,499 shares; 2025Q2: 13,491 shares; 2025Q3: 13,428 shares; 2025Q4: 13,358 shares; 2026Q1: 13,358 shares; 2026Q2: 13,333 shares 13,333 $2.02M 0.09% -25 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,442 shares; 2024Q4: 248,521 shares; 2025Q1: 262,569 shares; 2025Q2: 281,347 shares; 2025Q3: 285,137 shares; 2025Q4: 260,924 shares; 2026Q1: 29,736 shares; 2026Q2: 11,823 shares 11,823 $1.87M 0.08% -17,913 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: 36,512 shares; 2024Q4: 58,429 shares; 2025Q1: 47,990 shares; 2025Q2: 38,207 shares; 2025Q3: 35,628 shares; 2025Q4: 35,388 shares; 2026Q1: 38,588 shares; 2026Q2: 35,388 shares 35,388 $1.85M 0.08% -3,200 Timeline VTWO 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: 11,575 shares; 2024Q4: 11,575 shares; 2025Q1: 12,450 shares; 2025Q2: 14,035 shares; 2025Q3: 14,035 shares; 2025Q4: 14,035 shares; 2026Q1: 15,208 shares; 2026Q2: 15,208 shares 15,208 $1.85M 0.08% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,190 shares; 2024Q4: 12,648 shares; 2025Q1: 9,574 shares; 2025Q2: 7,522 shares; 2025Q3: 7,336 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares; 2026Q2: 6,442 shares 6,442 $1.81M 0.08% -158 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473 shares; 2024Q4: 465 shares; 2025Q1: 450 shares; 2025Q2: 438 shares; 2025Q3: 434 shares; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 9,750 shares 9,750 $1.74M 0.08% +9,328 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,285 shares; 2024Q4: 4,286 shares; 2025Q1: 4,286 shares; 2025Q2: 7,416 shares; 2025Q3: 10,966 shares; 2025Q4: 12,458 shares; 2026Q1: 12,479 shares; 2026Q2: 4,524 shares 4,524 $1.69M 0.07% -7,955 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,684 shares; 2025Q3: 1,744 shares; 2025Q4: 4,234 shares; 2026Q1: 4,252 shares; 2026Q2: 4,253 shares 4,253 $1.61M 0.07% +1 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: 15,355 shares; 2024Q4: 15,355 shares; 2025Q1: 15,355 shares; 2025Q2: 15,355 shares; 2025Q3: 15,355 shares; 2025Q4: 15,355 shares; 2026Q1: 21,201 shares; 2026Q2: 21,201 shares 21,201 $1.51M 0.07% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,822 shares; 2024Q4: 19,904 shares; 2025Q1: 26,162 shares; 2025Q2: 18,162 shares; 2025Q3: 27,162 shares; 2025Q4: 29,650 shares; 2026Q1: 29,650 shares; 2026Q2: 29,650 shares 29,650 $1.5M 0.07% 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: 2,203 shares; 2024Q4: 2,168 shares; 2025Q1: 2,517 shares; 2025Q2: 2,334 shares; 2025Q3: 2,426 shares; 2025Q4: 2,512 shares; 2026Q1: 2,943 shares; 2026Q2: 17,253 shares 17,253 $1.49M 0.07% +14,310 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,896 shares; 2024Q4: 6,257 shares; 2025Q1: 5,467 shares; 2025Q2: 5,158 shares; 2025Q3: 5,242 shares; 2025Q4: 5,458 shares; 2026Q1: 5,448 shares; 2026Q2: 5,448 shares 5,448 $1.29M 0.06% 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: 16,632 shares; 2024Q4: 15,272 shares; 2025Q1: 11,102 shares; 2025Q2: 11,364 shares; 2025Q3: 11,122 shares; 2025Q4: 9,553 shares; 2026Q1: 9,553 shares; 2026Q2: 9,433 shares 9,433 $1.28M 0.06% -120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,702 shares; 2026Q2: 1,702 shares 1,702 $1.27M 0.06% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070 shares; 2024Q4: 1,110 shares; 2025Q1: 1,060 shares; 2025Q2: 1,870 shares; 2025Q3: 2,297 shares; 2025Q4: 3,146 shares; 2026Q1: 3,146 shares; 2026Q2: 1,074 shares 1,074 $1.26M 0.06% -2,072 Timeline SUB 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: 3,422 shares; 2025Q2: 6,392 shares; 2025Q3: 6,392 shares; 2025Q4: 11,713 shares; 2026Q1: 11,713 shares; 2026Q2: 11,713 shares 11,713 $1.25M 0.05% 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: 4,562 shares; 2024Q4: 4,508 shares; 2025Q1: 4,189 shares; 2025Q2: 4,235 shares; 2025Q3: 3,983 shares; 2025Q4: 4,369 shares; 2026Q1: 4,332 shares; 2026Q2: 4,332 shares 4,332 $1.22M 0.05% 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: 9,253 shares; 2024Q4: 9,189 shares; 2025Q1: 9,189 shares; 2025Q2: 8,387 shares; 2025Q3: 7,665 shares; 2025Q4: 7,340 shares; 2026Q1: 14,608 shares; 2026Q2: 14,608 shares 14,608 $1.21M 0.05% 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: 1,661 shares; 2024Q4: 1,628 shares; 2025Q1: 1,582 shares; 2025Q2: 1,553 shares; 2025Q3: 1,548 shares; 2025Q4: 1,333 shares; 2026Q1: 1,641 shares; 2026Q2: 1,541 shares 1,541 $1.15M 0.05% -100 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: 3,616 shares; 2024Q4: 3,434 shares; 2025Q1: 3,070 shares; 2025Q2: 2,915 shares; 2025Q3: 2,568 shares; 2025Q4: 2,346 shares; 2026Q1: 2,331 shares; 2026Q2: 9,239 shares 9,239 $1.15M 0.05% +6,908 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: 5,533 shares; 2024Q4: 5,519 shares; 2025Q1: 5,460 shares; 2025Q2: 5,580 shares; 2025Q3: 4,314 shares; 2025Q4: 2,900 shares; 2026Q1: 2,849 shares; 2026Q2: 2,697 shares 2,697 $1.12M 0.05% -152 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,082 shares; 2024Q4: 5,082 shares; 2025Q1: 5,082 shares; 2025Q2: 5,082 shares; 2025Q3: 5,125 shares; 2025Q4: 5,125 shares; 2026Q1: 5,125 shares; 2026Q2: 5,125 shares 5,125 $1.07M 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING 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: 3,511 shares; 2025Q4: 4,111 shares; 2026Q1: 4,111 shares; 2026Q2: 4,111 shares 4,111 $1.05M 0.05% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035 shares; 2024Q4: 1,036 shares; 2025Q1: 1,135 shares; 2025Q2: 1,042 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares; 2026Q2: 1,035 shares 1,035 $1.05M 0.05% 0 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: 4,052 shares; 2024Q4: 4,274 shares; 2025Q1: 4,084 shares; 2025Q2: 4,181 shares; 2025Q3: 4,155 shares; 2025Q4: 4,155 shares; 2026Q1: 4,155 shares; 2026Q2: 4,155 shares 4,155 $1.05M 0.05% 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: 1,576 shares; 2024Q4: 1,540 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,290 shares; 2026Q1: 3,136 shares; 2026Q2: 12,544 shares 12,544 $1.01M 0.04% +9,408 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,995 shares; 2024Q4: 5,995 shares; 2025Q1: 5,995 shares; 2025Q2: 5,995 shares; 2025Q3: 5,997 shares; 2025Q4: 5,857 shares; 2026Q1: 5,857 shares; 2026Q2: 5,857 shares 5,857 $990K 0.04% 0 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: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 2,957 shares; 2025Q2: 2,848 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,845 shares; 2026Q2: 10,131 shares 10,131 $978K 0.04% +286 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: 2,074 shares; 2024Q4: 1,639 shares; 2025Q1: 1,549 shares; 2025Q2: 1,509 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares; 2026Q2: 1,511 shares 1,511 $958K 0.04% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,909 shares; 2024Q4: 3,450 shares; 2025Q1: 2,519 shares; 2025Q2: 2,259 shares; 2025Q3: 2,234 shares; 2025Q4: 2,183 shares; 2026Q1: 2,183 shares; 2026Q2: 2,094 shares 2,094 $944K 0.04% -89 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: 7,489 shares; 2024Q4: 7,603 shares; 2025Q1: 7,353 shares; 2025Q2: 7,024 shares; 2025Q3: 6,853 shares; 2025Q4: 6,421 shares; 2026Q1: 6,421 shares; 2026Q2: 6,379 shares 6,379 $935K 0.04% -42 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: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,950 shares; 2025Q2: 11,950 shares; 2025Q3: 12,177 shares; 2025Q4: 13,122 shares; 2026Q1: 15,550 shares; 2026Q2: 15,550 shares 15,550 $928K 0.04% 0 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: 1,794 shares; 2024Q4: 1,784 shares; 2025Q1: 1,779 shares; 2025Q2: 1,774 shares; 2025Q3: 1,772 shares; 2025Q4: 1,772 shares; 2026Q1: 1,772 shares; 2026Q2: 1,702 shares 1,702 $874K 0.04% -70 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: 1,434 shares; 2025Q1: 1,428 shares; 2025Q2: 1,428 shares; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares; 2026Q1: 1,409 shares; 2026Q2: 1,509 shares 1,509 $850K 0.04% +100 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,418 shares; 2024Q4: 2,362 shares; 2025Q1: 2,485 shares; 2025Q2: 2,362 shares; 2025Q3: 2,362 shares; 2025Q4: 2,582 shares; 2026Q1: 2,566 shares; 2026Q2: 2,566 shares 2,566 $786K 0.03% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,084 shares; 2024Q4: 6,454 shares; 2025Q1: 6,478 shares; 2025Q2: 6,535 shares; 2025Q3: 6,710 shares; 2025Q4: 6,710 shares; 2026Q1: 6,783 shares; 2026Q2: 6,728 shares 6,728 $762K 0.03% -55 Timeline DFAT 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: 10,714 shares; 2024Q4: 10,714 shares; 2025Q1: 10,714 shares; 2025Q2: 10,658 shares; 2025Q3: 10,658 shares; 2025Q4: 10,658 shares; 2026Q1: 10,658 shares; 2026Q2: 10,658 shares 10,658 $745K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 2,087 shares; 2026Q2: 2,087 shares 2,087 $711K 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 343 shares; 2026Q2: 343 shares 343 $682K 0.03% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,143 shares; 2024Q4: 25,280 shares; 2025Q1: 3,500 shares; 2025Q2: 3,460 shares; 2025Q3: 3,390 shares; 2025Q4: 3,390 shares; 2026Q1: 3,390 shares; 2026Q2: 3,390 shares 3,390 $677K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,988 shares; 2026Q2: 3,988 shares 3,988 $655K 0.03% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 532 shares; 2025Q1: 531 shares; 2025Q2: 516 shares; 2025Q3: 504 shares; 2025Q4: 494 shares; 2026Q1: 515 shares; 2026Q2: 519 shares 519 $623K 0.03% +4 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,896 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares; 2026Q2: 1,895 shares 1,895 $603K 0.03% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 563 shares 563 $600K 0.03% 0 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,245 shares; 2024Q4: 9,245 shares; 2025Q1: 9,035 shares; 2025Q2: 8,812 shares; 2025Q3: 8,812 shares; 2025Q4: 8,686 shares; 2026Q1: 8,686 shares; 2026Q2: 8,686 shares 8,686 $583K 0.03% 0 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,348 shares; 2024Q4: 19,846 shares; 2025Q1: 19,846 shares; 2025Q2: 19,846 shares; 2025Q3: 19,846 shares; 2025Q4: 19,846 shares; 2026Q1: 17,972 shares; 2026Q2: 17,972 shares 17,972 $578K 0.03% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,184 shares; 2024Q4: 6,184 shares; 2025Q1: 6,184 shares; 2025Q2: 6,184 shares; 2025Q3: 6,199 shares; 2025Q4: 6,199 shares; 2026Q1: 6,199 shares; 2026Q2: 6,199 shares 6,199 $572K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,765 shares; 2026Q2: 5,765 shares 5,765 $571K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,595 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,520 shares; 2025Q3: 2,523 shares; 2025Q4: 2,523 shares; 2026Q1: 2,523 shares; 2026Q2: 2,523 shares 2,523 $565K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL 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: 4,289 shares; 2026Q1: not reported; 2026Q2: 3,989 shares 3,989 $557K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,591 shares; 2024Q4: 11,591 shares; 2025Q1: 11,591 shares; 2025Q2: 11,591 shares; 2025Q3: 11,606 shares; 2025Q4: 11,606 shares; 2026Q1: 11,606 shares; 2026Q2: 11,606 shares 11,606 $552K 0.02% 0 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; 2024Q3: 9,942 shares; 2024Q4: 9,942 shares; 2025Q1: 9,942 shares; 2025Q2: 9,875 shares; 2025Q3: 9,875 shares; 2025Q4: 9,875 shares; 2026Q1: 9,875 shares; 2026Q2: 9,875 shares 9,875 $543K 0.02% 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: 2,337 shares; 2024Q4: 2,207 shares; 2025Q1: 2,207 shares; 2025Q2: 2,207 shares; 2025Q3: 1,762 shares; 2025Q4: 1,607 shares; 2026Q1: 1,772 shares; 2026Q2: 1,772 shares 1,772 $537K 0.02% 0 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: 1,402 shares; 2024Q4: 1,352 shares; 2025Q1: 1,358 shares; 2025Q2: 1,355 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares; 2026Q2: 1,475 shares 1,475 $520K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,408 shares; 2026Q1: 1,408 shares; 2026Q2: 1,408 shares 1,408 $515K 0.02% 0 Timeline VONE 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 1,150 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $483K 0.02% 0 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,095 shares; 2024Q4: 5,095 shares; 2025Q1: 5,095 shares; 2025Q2: 5,095 shares; 2025Q3: 5,095 shares; 2025Q4: 5,095 shares; 2026Q1: 5,095 shares; 2026Q2: 5,095 shares 5,095 $482K 0.02% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 908 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $478K 0.02% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,151 shares; 2024Q4: 2,971 shares; 2025Q1: 2,309 shares; 2025Q2: 2,718 shares; 2025Q3: 2,756 shares; 2025Q4: 2,453 shares; 2026Q1: 2,453 shares; 2026Q2: 2,453 shares 2,453 $465K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,333 shares; 2025Q4: 1,330 shares; 2026Q1: 1,330 shares; 2026Q2: 1,330 shares 1,330 $439K 0.02% 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: 5,244 shares; 2024Q4: 6,849 shares; 2025Q1: 6,512 shares; 2025Q2: 6,572 shares; 2025Q3: 6,721 shares; 2025Q4: 5,774 shares; 2026Q1: 5,919 shares; 2026Q2: 5,339 shares 5,339 $434K 0.02% -580 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: 815 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,815 shares; 2025Q3: 1,932 shares; 2025Q4: 2,178 shares; 2026Q1: 2,132 shares; 2026Q2: 1,518 shares 1,518 $410K 0.02% -614 Timeline 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,812 shares; 2026Q2: 8,812 shares 8,812 $407K 0.02% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,632 shares; 2024Q4: 6,444 shares; 2025Q1: 4,548 shares; 2025Q2: 4,534 shares; 2025Q3: 4,348 shares; 2025Q4: 4,436 shares; 2026Q1: 4,305 shares; 2026Q2: 4,186 shares 4,186 $404K 0.02% -119 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: 6,531 shares; 2024Q4: 4,566 shares; 2025Q1: 4,748 shares; 2025Q2: 4,298 shares; 2025Q3: 3,873 shares; 2025Q4: 4,700 shares; 2026Q1: 4,621 shares; 2026Q2: 4,643 shares 4,643 $389K 0.02% +22 Timeline ICCC IMMUCELL CORP More: the full row for IMMUCELL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 37,000 shares; 2025Q4: 37,000 shares; 2026Q1: 37,000 shares; 2026Q2: 37,000 shares 37,000 $372K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,720 shares; 2026Q2: 2,699 shares 2,699 $371K 0.02% -21 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 1,456 shares; 2025Q4: 1,367 shares; 2026Q1: 1,367 shares; 2026Q2: 1,367 shares 1,367 $370K 0.02% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,658 shares; 2024Q4: 2,656 shares; 2025Q1: 2,662 shares; 2025Q2: 2,632 shares; 2025Q3: 2,656 shares; 2025Q4: 2,221 shares; 2026Q1: 2,221 shares; 2026Q2: 2,221 shares 2,221 $368K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,581 shares; 2026Q2: 1,581 shares 1,581 $345K 0.02% 0 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: 1,165 shares; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,405 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405 $341K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,374 shares; 2024Q4: 1,374 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares; 2026Q2: 1,375 shares 1,375 $327K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,413 shares; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,415 shares; 2025Q4: 1,415 shares; 2026Q1: 1,459 shares; 2026Q2: 1,446 shares 1,446 $322K 0.01% -13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,135 shares; 2026Q2: 4,135 shares 4,135 $319K 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: 3,388 shares; 2024Q4: 3,673 shares; 2025Q1: 3,568 shares; 2025Q2: 3,568 shares; 2025Q3: 3,458 shares; 2025Q4: 3,358 shares; 2026Q1: 3,329 shares; 2026Q2: 3,329 shares 3,329 $302K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 610 shares 610 $302K 0.01% 0 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: 2,648 shares; 2024Q4: 2,420 shares; 2025Q1: 2,391 shares; 2025Q2: 1,079 shares; 2025Q3: 969 shares; 2025Q4: 969 shares; 2026Q1: 1,007 shares; 2026Q2: 1,002 shares 1,002 $301K 0.01% -5 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: 3,932 shares; 2024Q4: 7,864 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,864 shares; 2025Q4: 7,864 shares; 2026Q1: 7,864 shares; 2026Q2: 7,864 shares 7,864 $284K 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: 1,783 shares; 2024Q4: 1,458 shares; 2025Q1: 1,254 shares; 2025Q2: 1,254 shares; 2025Q3: 1,184 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 720 shares 720 $278K 0.01% -5 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,798 shares; 2024Q4: 2,446 shares; 2025Q1: 2,441 shares; 2025Q2: 2,442 shares; 2025Q3: 2,293 shares; 2025Q4: 2,072 shares; 2026Q1: 2,072 shares; 2026Q2: 2,072 shares 2,072 $275K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,842 shares; 2026Q1: 1,842 shares; 2026Q2: 1,897 shares 1,897 $274K 0.01% +55 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: 2,839 shares; 2024Q4: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,694 shares; 2025Q4: 2,655 shares; 2026Q1: 2,768 shares; 2026Q2: 2,737 shares 2,737 $262K 0.01% -31 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $257K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,710 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares; 2025Q4: 2,710 shares; 2026Q1: 2,710 shares; 2026Q2: 2,710 shares 2,710 $248K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,711 shares; 2024Q4: 14,424 shares; 2025Q1: 6,431 shares; 2025Q2: 5,051 shares; 2025Q3: 4,866 shares; 2025Q4: 4,287 shares; 2026Q1: 4,287 shares; 2026Q2: 4,287 shares 4,287 $248K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares; 2026Q2: 1,140 shares 1,140 $247K 0.01% -20 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES 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: 419 shares 419 $243K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,722 shares; 2025Q4: 8,722 shares; 2026Q1: 8,722 shares; 2026Q2: 8,722 shares 8,722 $242K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,267 shares 1,267 $241K 0.01% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 896 shares; 2025Q3: 890 shares; 2025Q4: 851 shares; 2026Q1: 851 shares; 2026Q2: 869 shares 869 $236K 0.01% +18 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,262 shares; 2024Q4: 2,262 shares; 2025Q1: 2,262 shares; 2025Q2: 2,262 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,270 shares; 2026Q2: 2,270 shares 2,270 $236K 0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $234K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,081 shares; 2026Q2: 2,104 shares 2,104 $232K 0.01% +23 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,777 shares; 2024Q4: 4,777 shares; 2025Q1: 4,777 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $232K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,691 shares; 2025Q4: 7,691 shares; 2026Q1: not reported; 2026Q2: 7,691 shares 7,691 $226K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares; 2026Q2: 1,244 shares 1,244 $218K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: not reported; 2026Q2: 628 shares 628 $212K 0.01% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,536 shares; 2024Q4: 3,082 shares; 2025Q1: 3,038 shares; 2025Q2: 2,805 shares; 2025Q3: 2,887 shares; 2025Q4: 2,305 shares; 2026Q1: 2,205 shares; 2026Q2: 2,205 shares 2,205 $212K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 743 shares; 2024Q4: 887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,106 shares; 2026Q2: 1,106 shares 1,106 $211K 0.01% 0 Timeline SMH 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: not reported; 2026Q2: 320 shares 320 $210K 0.01% new 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: 6,841 shares; 2024Q4: 7,113 shares; 2025Q1: 6,666 shares; 2025Q2: 6,465 shares; 2025Q3: 5,224 shares; 2025Q4: 5,154 shares; 2026Q1: 5,154 shares; 2026Q2: 4,954 shares 4,954 $210K 0.01% -200 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: not reported; 2025Q3: 2,596 shares; 2025Q4: 2,485 shares; 2026Q1: not reported; 2026Q2: 2,365 shares 2,365 $208K 0.01% new 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: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,650 shares 8,650 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 649 shares 649 $204K 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,699 shares; 2024Q4: 1,699 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,674 shares; 2026Q1: not reported; 2026Q2: 1,674 shares 1,674 $203K 0.01% new Timeline