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; 2024Q3: 3,626,158 shares; 2024Q4: 3,806,450 shares; 2025Q1: 3,887,132 shares; 2025Q2: 3,842,841 shares; 2025Q3: 3,845,476 shares; 2025Q4: 3,874,957 shares; 2026Q1: 3,887,458 shares; 2026Q2: 3,967,115 shares 3,967,115 $148M 10.38% +79,657 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: 127,731 shares; 2024Q4: 130,184 shares; 2025Q1: 132,197 shares; 2025Q2: 137,209 shares; 2025Q3: 142,156 shares; 2025Q4: 147,751 shares; 2026Q1: 167,655 shares; 2026Q2: 180,782 shares 180,782 $135M 9.5% +13,127 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 102,791 shares; 2025Q1: 1,926,980 shares; 2025Q2: 2,148,587 shares; 2025Q3: 2,279,496 shares; 2025Q4: 2,450,460 shares; 2026Q1: 2,639,364 shares; 2026Q2: 2,800,552 shares 2,800,552 $131M 9.23% +161,188 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590,011 shares; 2024Q4: 1,737,448 shares; 2025Q1: 1,891,669 shares; 2025Q2: 1,948,185 shares; 2025Q3: 2,005,230 shares; 2025Q4: 2,090,807 shares; 2026Q1: 2,226,626 shares; 2026Q2: 2,384,200 shares 2,384,200 $108M 7.61% +157,574 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; 2024Q3: 1,516,408 shares; 2024Q4: 1,679,078 shares; 2025Q1: 1,816,827 shares; 2025Q2: 1,913,371 shares; 2025Q3: 2,007,278 shares; 2025Q4: 2,201,232 shares; 2026Q1: 2,408,269 shares; 2026Q2: 2,481,330 shares 2,481,330 $98.1M 6.89% +73,061 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: 581,991 shares; 2024Q4: 607,553 shares; 2025Q1: 631,687 shares; 2025Q2: 688,843 shares; 2025Q3: 753,817 shares; 2025Q4: 844,176 shares; 2026Q1: 972,216 shares; 2026Q2: 1,044,165 shares 1,044,165 $80.5M 5.65% +71,949 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; 2024Q3: 806,659 shares; 2024Q4: 844,484 shares; 2025Q1: 867,238 shares; 2025Q2: 868,539 shares; 2025Q3: 859,984 shares; 2025Q4: 856,409 shares; 2026Q1: 829,341 shares; 2026Q2: 785,029 shares 785,029 $75.7M 5.32% -44,312 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,388,012 shares; 2024Q4: 4,053,079 shares; 2025Q1: 3,882,561 shares; 2025Q2: 3,696,905 shares; 2025Q3: 3,542,152 shares; 2025Q4: 3,183,036 shares; 2026Q1: 2,672,115 shares; 2026Q2: 2,326,085 shares 2,326,085 $67.4M 4.73% -346,030 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,495 shares; 2024Q4: 214,757 shares; 2025Q1: 230,617 shares; 2025Q2: 243,148 shares; 2025Q3: 243,148 shares; 2025Q4: 243,253 shares; 2026Q1: 245,657 shares; 2026Q2: 265,099 shares 265,099 $63.2M 4.43% +19,442 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,525 shares; 2024Q4: 197,522 shares; 2025Q1: 211,537 shares; 2025Q2: 241,011 shares; 2025Q3: 257,159 shares; 2025Q4: 281,657 shares; 2026Q1: 323,477 shares; 2026Q2: 340,374 shares 340,374 $50.5M 3.54% +16,897 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: 138,110 shares; 2024Q4: 138,805 shares; 2025Q1: 136,290 shares; 2025Q2: 139,511 shares; 2025Q3: 140,062 shares; 2025Q4: 138,276 shares; 2026Q1: 138,366 shares; 2026Q2: 135,738 shares 135,738 $49.6M 3.48% -2,628 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657,835 shares; 2024Q4: 1,939,998 shares; 2025Q1: 1,886,684 shares; 2025Q2: 1,813,315 shares; 2025Q3: 1,723,095 shares; 2025Q4: 1,568,534 shares; 2026Q1: 1,282,374 shares; 2026Q2: 1,131,341 shares 1,131,341 $41.7M 2.93% -151,033 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,027 shares; 2026Q1: 248,740 shares; 2026Q2: 310,757 shares 310,757 $39.7M 2.79% +62,017 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: 287,772 shares; 2024Q4: 312,233 shares; 2025Q1: 327,020 shares; 2025Q2: 371,598 shares; 2025Q3: 387,662 shares; 2025Q4: 412,629 shares; 2026Q1: 446,289 shares; 2026Q2: 472,327 shares 472,327 $33M 2.32% +26,038 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; 2024Q3: 690,694 shares; 2024Q4: 741,406 shares; 2025Q1: 807,988 shares; 2025Q2: 831,157 shares; 2025Q3: 869,361 shares; 2025Q4: 957,430 shares; 2026Q1: 1,062,100 shares; 2026Q2: 1,116,692 shares 1,116,692 $32.4M 2.27% +54,592 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: 552,016 shares; 2024Q4: 1,094,246 shares; 2025Q1: 1,057,514 shares; 2025Q2: 1,030,250 shares; 2025Q3: 998,798 shares; 2025Q4: 912,824 shares; 2026Q1: 740,763 shares; 2026Q2: 634,987 shares 634,987 $22.9M 1.61% -105,776 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: 70,251 shares; 2024Q4: 69,809 shares; 2025Q1: 69,663 shares; 2025Q2: 69,467 shares; 2025Q3: 68,376 shares; 2025Q4: 68,912 shares; 2026Q1: 70,124 shares; 2026Q2: 69,451 shares 69,451 $20.1M 1.41% -673 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: 30,505 shares; 2024Q4: 29,783 shares; 2025Q1: 26,497 shares; 2025Q2: 26,389 shares; 2025Q3: 26,411 shares; 2025Q4: 26,009 shares; 2026Q1: 25,359 shares; 2026Q2: 24,854 shares 24,854 $12.4M 0.87% -505 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,158 shares; 2024Q4: 11,910 shares; 2025Q1: 12,767 shares; 2025Q2: 14,176 shares; 2025Q3: 14,471 shares; 2025Q4: 14,819 shares; 2026Q1: 17,039 shares; 2026Q2: 17,630 shares 17,630 $12.1M 0.85% +591 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: 85,521 shares; 2024Q4: 84,810 shares; 2025Q1: 84,540 shares; 2025Q2: 84,377 shares; 2025Q3: 83,685 shares; 2025Q4: 83,659 shares; 2026Q1: 82,409 shares; 2026Q2: 81,857 shares 81,857 $9.27M 0.65% -552 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,909 shares; 2024Q4: 86,964 shares; 2025Q1: 99,130 shares; 2025Q2: 79,795 shares; 2025Q3: 119,851 shares; 2025Q4: 132,043 shares; 2026Q1: 157,489 shares; 2026Q2: 160,874 shares 160,874 $8.15M 0.57% +3,385 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: 25,133 shares; 2024Q4: 24,868 shares; 2025Q1: 21,718 shares; 2025Q2: 21,360 shares; 2025Q3: 21,442 shares; 2025Q4: 21,377 shares; 2026Q1: 21,102 shares; 2026Q2: 21,133 shares 21,133 $7.88M 0.55% +31 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,165 shares; 2024Q4: 488,460 shares; 2025Q1: 493,777 shares; 2025Q2: 478,742 shares; 2025Q3: 465,278 shares; 2025Q4: 414,423 shares; 2026Q1: 328,668 shares; 2026Q2: 279,261 shares 279,261 $6.46M 0.45% -49,407 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: 83,319 shares; 2024Q4: 83,198 shares; 2025Q1: 82,113 shares; 2025Q2: 78,601 shares; 2025Q3: 78,485 shares; 2025Q4: 77,241 shares; 2026Q1: 78,995 shares; 2026Q2: 78,919 shares 78,919 $5.62M 0.39% -76 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: 98,089 shares; 2024Q4: 97,927 shares; 2025Q1: 96,577 shares; 2025Q2: 96,558 shares; 2025Q3: 96,558 shares; 2025Q4: 96,558 shares; 2026Q1: 95,351 shares; 2026Q2: 94,869 shares 94,869 $5.22M 0.37% -482 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,844 shares; 2024Q4: 12,722 shares; 2025Q1: 11,879 shares; 2025Q2: 13,053 shares; 2025Q3: 12,785 shares; 2025Q4: 12,743 shares; 2026Q1: 12,469 shares; 2026Q2: 12,396 shares 12,396 $5.08M 0.36% -73 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: 53,516 shares; 2024Q4: 158,935 shares; 2025Q1: 158,636 shares; 2025Q2: 158,153 shares; 2025Q3: 158,218 shares; 2025Q4: 158,218 shares; 2026Q1: 158,494 shares; 2026Q2: 160,333 shares 160,333 $4.72M 0.33% +1,839 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: 148,610 shares; 2024Q4: 294,429 shares; 2025Q1: 286,889 shares; 2025Q2: 272,765 shares; 2025Q3: 267,958 shares; 2025Q4: 224,678 shares; 2026Q1: 199,171 shares; 2026Q2: 169,859 shares 169,859 $4.71M 0.33% -29,312 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,758 shares; 2024Q4: 15,209 shares; 2025Q1: 49,428 shares; 2025Q2: 58,396 shares; 2025Q3: 67,245 shares; 2025Q4: 80,435 shares; 2026Q1: 90,554 shares; 2026Q2: 91,014 shares 91,014 $4.6M 0.32% +460 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: 9,451 shares; 2024Q4: 10,772 shares; 2025Q1: 10,266 shares; 2025Q2: 10,698 shares; 2025Q3: 10,224 shares; 2025Q4: 10,057 shares; 2026Q1: 10,110 shares; 2026Q2: 10,111 shares 10,111 $4.25M 0.3% +1 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,785 shares; 2024Q4: 61,413 shares; 2025Q1: 58,148 shares; 2025Q2: 56,507 shares; 2025Q3: 55,561 shares; 2025Q4: 53,433 shares; 2026Q1: 48,891 shares; 2026Q2: 40,486 shares 40,486 $4.21M 0.3% -8,405 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,608 shares; 2024Q4: 143,774 shares; 2025Q1: 143,489 shares; 2025Q2: 142,951 shares; 2025Q3: 142,856 shares; 2025Q4: 142,614 shares; 2026Q1: 142,614 shares; 2026Q2: 142,614 shares 142,614 $4.02M 0.28% 0 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: 5,080 shares; 2024Q4: 5,021 shares; 2025Q1: 6,032 shares; 2025Q2: 7,419 shares; 2025Q3: 8,004 shares; 2025Q4: 8,951 shares; 2026Q1: 9,338 shares; 2026Q2: 32,107 shares 32,107 $3.99M 0.28% +22,769 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,261 shares; 2024Q4: 5,327 shares; 2025Q1: 5,180 shares; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 5,331 shares; 2026Q1: 5,331 shares; 2026Q2: 5,301 shares 5,301 $3.83M 0.27% -30 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: 10,080 shares; 2024Q4: 10,080 shares; 2025Q1: 10,331 shares; 2025Q2: 10,425 shares; 2025Q3: 10,235 shares; 2025Q4: 10,255 shares; 2026Q1: 10,249 shares; 2026Q2: 10,249 shares 10,249 $3.78M 0.27% 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: 5,209 shares; 2024Q4: 5,151 shares; 2025Q1: 5,135 shares; 2025Q2: 5,227 shares; 2025Q3: 5,233 shares; 2025Q4: 5,362 shares; 2026Q1: 5,181 shares; 2026Q2: 4,919 shares 4,919 $3.67M 0.26% -262 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: 5,869 shares; 2024Q4: 6,449 shares; 2025Q1: 7,325 shares; 2025Q2: 9,563 shares; 2025Q3: 9,662 shares; 2025Q4: 10,081 shares; 2026Q1: 10,786 shares; 2026Q2: 44,997 shares 44,997 $3.63M 0.25% +34,211 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: 28,614 shares; 2024Q4: 28,384 shares; 2025Q1: 28,384 shares; 2025Q2: 31,427 shares; 2025Q3: 31,395 shares; 2025Q4: 31,312 shares; 2026Q1: 31,155 shares; 2026Q2: 31,156 shares 31,156 $3.44M 0.24% +1 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: 10,734 shares; 2024Q4: 10,503 shares; 2025Q1: 10,371 shares; 2025Q2: 10,502 shares; 2025Q3: 10,211 shares; 2025Q4: 10,754 shares; 2026Q1: 10,600 shares; 2026Q2: 10,328 shares 10,328 $3.38M 0.24% -272 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: 79,327 shares; 2024Q4: 78,288 shares; 2025Q1: 74,300 shares; 2025Q2: 74,746 shares; 2025Q3: 73,477 shares; 2025Q4: 68,523 shares; 2026Q1: 62,649 shares; 2026Q2: 54,857 shares 54,857 $3.27M 0.23% -7,792 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,231 shares; 2024Q4: 94,683 shares; 2025Q1: 106,993 shares; 2025Q2: 109,652 shares; 2025Q3: 109,797 shares; 2025Q4: 115,058 shares; 2026Q1: 119,355 shares; 2026Q2: 120,481 shares 120,481 $3.19M 0.22% +1,126 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; 2024Q3: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 5,020 shares; 2025Q2: 37,347 shares; 2025Q3: 36,821 shares; 2025Q4: 36,588 shares; 2026Q1: 36,514 shares; 2026Q2: 33,473 shares 33,473 $3.05M 0.21% -3,041 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.21% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,335 shares; 2024Q4: 8,248 shares; 2025Q1: 6,946 shares; 2025Q2: 6,924 shares; 2025Q3: 6,978 shares; 2025Q4: 7,248 shares; 2026Q1: 7,748 shares; 2026Q2: 7,756 shares 7,756 $2.77M 0.19% +8 Timeline VSS 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: 6,773 shares; 2024Q4: 8,258 shares; 2025Q1: 9,724 shares; 2025Q2: 9,801 shares; 2025Q3: 10,072 shares; 2025Q4: 11,831 shares; 2026Q1: 15,021 shares; 2026Q2: 16,705 shares 16,705 $2.58M 0.18% +1,684 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: 12,419 shares; 2024Q4: 12,150 shares; 2025Q1: 11,568 shares; 2025Q2: 11,637 shares; 2025Q3: 11,863 shares; 2025Q4: 12,500 shares; 2026Q1: 12,633 shares; 2026Q2: 12,703 shares 12,703 $2.54M 0.18% +70 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,146 shares; 2024Q4: 46,594 shares; 2025Q1: 47,686 shares; 2025Q2: 44,559 shares; 2025Q3: 42,259 shares; 2025Q4: 41,008 shares; 2026Q1: 36,843 shares; 2026Q2: 32,434 shares 32,434 $2.48M 0.17% -4,409 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,653 shares; 2024Q4: 9,653 shares; 2025Q1: 9,653 shares; 2025Q2: 9,669 shares; 2025Q3: 9,707 shares; 2025Q4: 9,975 shares; 2026Q1: 9,975 shares; 2026Q2: 10,059 shares 10,059 $2.44M 0.17% +84 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: 5,016 shares; 2024Q4: 9,457 shares; 2025Q1: 9,629 shares; 2025Q2: 9,681 shares; 2025Q3: 9,494 shares; 2025Q4: 9,479 shares; 2026Q1: 14,151 shares; 2026Q2: 9,278 shares 9,278 $2.33M 0.16% -4,873 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: 1,878 shares; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares; 2025Q2: 1,845 shares; 2025Q3: 1,845 shares; 2025Q4: 1,949 shares; 2026Q1: 1,949 shares; 2026Q2: 2,004 shares 2,004 $2.13M 0.15% +55 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: 2,105 shares; 2024Q4: 2,049 shares; 2025Q1: 1,938 shares; 2025Q2: 1,928 shares; 2025Q3: 1,930 shares; 2025Q4: 1,820 shares; 2026Q1: 1,800 shares; 2026Q2: 1,755 shares 1,755 $2.1M 0.15% -45 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: 8,821 shares; 2024Q4: 8,735 shares; 2025Q1: 7,830 shares; 2025Q2: 7,750 shares; 2025Q3: 7,719 shares; 2025Q4: 8,365 shares; 2026Q1: 8,224 shares; 2026Q2: 8,199 shares 8,199 $1.95M 0.14% -25 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,998 shares; 2024Q4: 12,455 shares; 2025Q1: 17,124 shares; 2025Q2: 24,324 shares; 2025Q3: 29,185 shares; 2025Q4: 32,759 shares; 2026Q1: 35,954 shares; 2026Q2: 35,514 shares 35,514 $1.79M 0.13% -440 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: 13,392 shares; 2024Q4: 13,392 shares; 2025Q1: 13,392 shares; 2025Q2: 13,007 shares; 2025Q3: 13,007 shares; 2025Q4: 13,019 shares; 2026Q1: 13,029 shares; 2026Q2: 13,029 shares 13,029 $1.79M 0.13% 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: 7,166 shares; 2024Q4: 7,185 shares; 2025Q1: 8,241 shares; 2025Q2: 8,358 shares; 2025Q3: 8,360 shares; 2025Q4: 9,206 shares; 2026Q1: 8,043 shares; 2026Q2: 8,148 shares 8,148 $1.78M 0.12% +105 Timeline WYY WIDEPOINT CORP More: the full row for WIDEPOINT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,567 shares; 2024Q4: 91,816 shares; 2025Q1: 91,816 shares; 2025Q2: 117,748 shares; 2025Q3: 117,748 shares; 2025Q4: 117,748 shares; 2026Q1: 117,748 shares; 2026Q2: 98,457 shares 98,457 $1.72M 0.12% -19,291 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,791 shares; 2024Q4: 5,791 shares; 2025Q1: 5,791 shares; 2025Q2: 5,791 shares; 2025Q3: 5,791 shares; 2025Q4: 5,791 shares; 2026Q1: 5,791 shares; 2026Q2: 5,769 shares 5,769 $1.72M 0.12% -22 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: 11,844 shares; 2024Q4: 13,342 shares; 2025Q1: 12,368 shares; 2025Q2: 12,235 shares; 2025Q3: 11,835 shares; 2025Q4: 12,051 shares; 2026Q1: 12,257 shares; 2026Q2: 12,482 shares 12,482 $1.71M 0.12% +225 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,194 shares; 2024Q4: 10,042 shares; 2025Q1: 16,045 shares; 2025Q2: 15,450 shares; 2025Q3: 15,447 shares; 2025Q4: 15,447 shares; 2026Q1: 15,447 shares; 2026Q2: 9,058 shares 9,058 $1.66M 0.12% -6,389 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,007 shares; 2024Q4: 85,475 shares; 2025Q1: 85,084 shares; 2025Q2: 85,184 shares; 2025Q3: 84,733 shares; 2025Q4: 85,238 shares; 2026Q1: 85,242 shares; 2026Q2: 85,242 shares 85,242 $1.63M 0.11% 0 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: 4,716 shares; 2024Q4: 4,826 shares; 2025Q1: 4,776 shares; 2025Q2: 4,832 shares; 2025Q3: 4,960 shares; 2025Q4: 5,096 shares; 2026Q1: 4,453 shares; 2026Q2: 4,368 shares 4,368 $1.62M 0.11% -85 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: 11,104 shares; 2024Q4: 11,066 shares; 2025Q1: 9,661 shares; 2025Q2: 9,680 shares; 2025Q3: 9,539 shares; 2025Q4: 10,148 shares; 2026Q1: 9,769 shares; 2026Q2: 10,239 shares 10,239 $1.5M 0.11% +470 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,542 shares; 2024Q4: 5,526 shares; 2025Q1: 5,452 shares; 2025Q2: 5,441 shares; 2025Q3: 5,441 shares; 2025Q4: 5,492 shares; 2026Q1: 5,565 shares; 2026Q2: 4,744 shares 4,744 $1.43M 0.1% -821 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: 3,052 shares; 2024Q4: 3,023 shares; 2025Q1: 3,023 shares; 2025Q2: 3,314 shares; 2025Q3: 4,043 shares; 2025Q4: 4,369 shares; 2026Q1: 4,090 shares; 2026Q2: 3,865 shares 3,865 $1.37M 0.1% -225 Timeline VOE 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: 1,488 shares; 2024Q4: 2,707 shares; 2025Q1: 2,733 shares; 2025Q2: 4,805 shares; 2025Q3: 4,855 shares; 2025Q4: 5,201 shares; 2026Q1: 6,623 shares; 2026Q2: 6,774 shares 6,774 $1.34M 0.09% +151 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,954 shares; 2024Q4: 9,954 shares; 2025Q1: 9,954 shares; 2025Q2: 9,954 shares; 2025Q3: 9,954 shares; 2025Q4: 9,954 shares; 2026Q1: 9,954 shares; 2026Q2: 9,954 shares 9,954 $1.3M 0.09% 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: 3,556 shares; 2024Q4: 3,222 shares; 2025Q1: 3,221 shares; 2025Q2: 2,744 shares; 2025Q3: 2,376 shares; 2025Q4: 2,547 shares; 2026Q1: 2,374 shares; 2026Q2: 14,297 shares 14,297 $1.23M 0.09% +11,923 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: 8,450 shares; 2024Q4: 8,450 shares; 2025Q1: 8,450 shares; 2025Q2: 8,478 shares; 2025Q3: 8,478 shares; 2025Q4: 8,478 shares; 2026Q1: 8,478 shares; 2026Q2: 8,478 shares 8,478 $1.23M 0.09% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,714 shares; 2024Q4: 5,207 shares; 2025Q1: 4,927 shares; 2025Q2: 4,915 shares; 2025Q3: 4,857 shares; 2025Q4: 5,261 shares; 2026Q1: 4,962 shares; 2026Q2: 4,727 shares 4,727 $1.2M 0.08% -235 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,100 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,896 shares; 2026Q1: 2,896 shares; 2026Q2: 5,189 shares 5,189 $1.19M 0.08% +2,293 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,201 shares; 2026Q2: 12,201 shares 12,201 $1.11M 0.08% 0 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: 14,331 shares; 2024Q4: 13,689 shares; 2025Q1: 13,544 shares; 2025Q2: 13,477 shares; 2025Q3: 13,334 shares; 2025Q4: 13,334 shares; 2026Q1: 13,002 shares; 2026Q2: 13,002 shares 13,002 $1.09M 0.08% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,456 shares; 2026Q2: 17,790 shares 17,790 $1.03M 0.07% -666 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,049 shares; 2024Q4: 1,185 shares; 2025Q1: 1,090 shares; 2025Q2: 1,094 shares; 2025Q3: 1,171 shares; 2025Q4: 1,174 shares; 2026Q1: 1,174 shares; 2026Q2: 1,207 shares 1,207 $889K 0.06% +33 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,177 shares; 2024Q4: 3,177 shares; 2025Q1: 3,177 shares; 2025Q2: 3,177 shares; 2025Q3: 3,177 shares; 2025Q4: 3,177 shares; 2026Q1: 3,177 shares; 2026Q2: 3,177 shares 3,177 $885K 0.06% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,107 shares; 2026Q2: 16,103 shares 16,103 $811K 0.06% -4 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: 966 shares; 2024Q4: 966 shares; 2025Q1: 1,119 shares; 2025Q2: 1,450 shares; 2025Q3: 1,254 shares; 2025Q4: 1,331 shares; 2026Q1: 1,289 shares; 2026Q2: 1,247 shares 1,247 $791K 0.06% -42 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: 8,790 shares; 2024Q4: 8,710 shares; 2025Q1: 6,444 shares; 2025Q2: 6,470 shares; 2025Q3: 9,453 shares; 2025Q4: 9,151 shares; 2026Q1: 8,986 shares; 2026Q2: 8,986 shares 8,986 $790K 0.06% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,631 shares; 2024Q4: 34,542 shares; 2025Q1: 29,080 shares; 2025Q2: 26,848 shares; 2025Q3: 26,848 shares; 2025Q4: 26,417 shares; 2026Q1: 26,415 shares; 2026Q2: 23,061 shares 23,061 $780K 0.05% -3,354 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,285 shares; 2024Q4: 3,242 shares; 2025Q1: 3,242 shares; 2025Q2: 3,088 shares; 2025Q3: 2,600 shares; 2025Q4: 1,652 shares; 2026Q1: 2,891 shares; 2026Q2: 2,851 shares 2,851 $772K 0.05% -40 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,052 shares; 2024Q4: 4,052 shares; 2025Q1: 4,052 shares; 2025Q2: 4,052 shares; 2025Q3: 4,052 shares; 2025Q4: 4,052 shares; 2026Q1: 4,052 shares; 2026Q2: 4,052 shares 4,052 $750K 0.05% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,312 shares; 2025Q2: 11,701 shares; 2025Q3: 12,695 shares; 2025Q4: 16,239 shares; 2026Q1: 19,613 shares; 2026Q2: 15,075 shares 15,075 $747K 0.05% -4,538 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,431 shares; 2024Q4: 13,362 shares; 2025Q1: 13,431 shares; 2025Q2: 13,431 shares; 2025Q3: 13,429 shares; 2025Q4: 13,429 shares; 2026Q1: 13,429 shares; 2026Q2: 13,429 shares 13,429 $722K 0.05% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,392 shares; 2024Q4: 4,392 shares; 2025Q1: 4,392 shares; 2025Q2: 4,392 shares; 2025Q3: 4,392 shares; 2025Q4: 4,392 shares; 2026Q1: 4,392 shares; 2026Q2: 4,430 shares 4,430 $692K 0.05% +38 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,990 shares; 2024Q4: 31,022 shares; 2025Q1: 36,514 shares; 2025Q2: 36,546 shares; 2025Q3: 38,158 shares; 2025Q4: 38,186 shares; 2026Q1: 37,926 shares; 2026Q2: 37,956 shares 37,956 $673K 0.05% +30 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: 8,500 shares; 2024Q4: 9,603 shares; 2025Q1: 8,397 shares; 2025Q2: 8,173 shares; 2025Q3: 8,147 shares; 2025Q4: 8,153 shares; 2026Q1: 9,465 shares; 2026Q2: 7,226 shares 7,226 $656K 0.05% -2,239 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,641 shares; 2025Q2: 5,773 shares; 2025Q3: 5,697 shares; 2025Q4: 6,074 shares; 2026Q1: 6,057 shares; 2026Q2: 5,052 shares 5,052 $649K 0.05% -1,005 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 1,690 shares; 2025Q1: 2,243 shares; 2025Q2: 2,211 shares; 2025Q3: 2,193 shares; 2025Q4: 1,490 shares; 2026Q1: 1,460 shares; 2026Q2: 1,459 shares 1,459 $622K 0.04% -1 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,824 shares; 2024Q4: 3,824 shares; 2025Q1: 3,874 shares; 2025Q2: 3,874 shares; 2025Q3: 3,874 shares; 2025Q4: 3,874 shares; 2026Q1: 4,015 shares; 2026Q2: 6,724 shares 6,724 $616K 0.04% +2,709 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,248 shares; 2024Q4: 9,865 shares; 2025Q1: 11,556 shares; 2025Q2: 8,943 shares; 2025Q3: 9,944 shares; 2025Q4: 11,820 shares; 2026Q1: 9,937 shares; 2026Q2: 12,088 shares 12,088 $612K 0.04% +2,151 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: not reported; 2026Q1: 4,545 shares; 2026Q2: 4,379 shares 4,379 $611K 0.04% -166 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: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: 1,417 shares; 2025Q2: 1,754 shares; 2025Q3: 1,737 shares; 2025Q4: 1,482 shares; 2026Q1: 1,407 shares; 2026Q2: 1,406 shares 1,406 $584K 0.04% -1 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,692 shares; 2024Q4: 7,692 shares; 2025Q1: 7,692 shares; 2025Q2: 7,692 shares; 2025Q3: 7,717 shares; 2025Q4: 7,692 shares; 2026Q1: 7,692 shares; 2026Q2: 7,692 shares 7,692 $583K 0.04% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,551 shares; 2026Q1: 1,551 shares; 2026Q2: 1,551 shares 1,551 $562K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 448 shares; 2026Q2: 465 shares 465 $546K 0.04% +17 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: 568 shares; 2024Q4: 583 shares; 2025Q1: 655 shares; 2025Q2: 701 shares; 2025Q3: 596 shares; 2025Q4: 741 shares; 2026Q1: 797 shares; 2026Q2: 932 shares 932 $525K 0.04% +135 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares; 2026Q1: 1,221 shares; 2026Q2: 1,221 shares 1,221 $521K 0.04% 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: 2,609 shares; 2024Q4: 2,612 shares; 2025Q1: 2,908 shares; 2025Q2: 2,929 shares; 2025Q3: 2,908 shares; 2025Q4: 3,072 shares; 2026Q1: 3,034 shares; 2026Q2: 3,034 shares 3,034 $503K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,516 shares; 2024Q4: 8,516 shares; 2025Q1: 8,516 shares; 2025Q2: 8,516 shares; 2025Q3: 8,516 shares; 2025Q4: 8,516 shares; 2026Q1: 7,296 shares; 2026Q2: 7,296 shares 7,296 $499K 0.04% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,768 shares; 2024Q4: 3,768 shares; 2025Q1: 3,834 shares; 2025Q2: 4,126 shares; 2025Q3: 4,118 shares; 2025Q4: 3,933 shares; 2026Q1: 3,783 shares; 2026Q2: 3,618 shares 3,618 $498K 0.03% -165 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 512 shares; 2026Q1: 512 shares; 2026Q2: 4,097 shares 4,097 $490K 0.03% +3,585 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,239 shares; 2024Q4: 9,239 shares; 2025Q1: 9,536 shares; 2025Q2: 9,536 shares; 2025Q3: 9,536 shares; 2025Q4: 9,536 shares; 2026Q1: 8,861 shares; 2026Q2: 8,861 shares 8,861 $479K 0.03% 0 Timeline AVUV 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,405 shares; 2025Q3: 4,405 shares; 2025Q4: 4,405 shares; 2026Q1: 4,145 shares; 2026Q2: 3,795 shares 3,795 $473K 0.03% -350 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,309 shares; 2025Q2: 11,844 shares; 2025Q3: 11,965 shares; 2025Q4: 12,807 shares; 2026Q1: 12,618 shares; 2026Q2: 9,323 shares 9,323 $441K 0.03% -3,295 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: 3,085 shares; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,085 shares; 2025Q3: 3,085 shares; 2025Q4: 3,085 shares; 2026Q1: 3,085 shares; 2026Q2: 3,085 shares 3,085 $438K 0.03% 0 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: 1,695 shares; 2024Q4: 1,698 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,594 shares; 2025Q4: 1,594 shares; 2026Q1: 1,594 shares; 2026Q2: 1,594 shares 1,594 $431K 0.03% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,301 shares; 2024Q4: 14,266 shares; 2025Q1: 14,173 shares; 2025Q2: 13,860 shares; 2025Q3: 13,343 shares; 2025Q4: 13,113 shares; 2026Q1: 24,077 shares; 2026Q2: 11,819 shares 11,819 $429K 0.03% -12,258 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 553 shares; 2025Q3: 580 shares; 2025Q4: 6,079 shares; 2026Q1: 5,842 shares; 2026Q2: 5,807 shares 5,807 $415K 0.03% -35 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; 2024Q3: 9,343 shares; 2024Q4: 9,343 shares; 2025Q1: 9,240 shares; 2025Q2: 9,240 shares; 2025Q3: 9,240 shares; 2025Q4: 9,240 shares; 2026Q1: 9,240 shares; 2026Q2: 9,240 shares 9,240 $410K 0.03% 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: 1,943 shares; 2024Q4: 1,969 shares; 2025Q1: 1,829 shares; 2025Q2: 1,834 shares; 2025Q3: 1,826 shares; 2025Q4: 1,773 shares; 2026Q1: 1,803 shares; 2026Q2: 1,675 shares 1,675 $407K 0.03% -128 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,038 shares; 2024Q4: 1,941 shares; 2025Q1: 1,822 shares; 2025Q2: 2,279 shares; 2025Q3: 2,224 shares; 2025Q4: 2,224 shares; 2026Q1: 2,224 shares; 2026Q2: 2,224 shares 2,224 $397K 0.03% 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: 1,320 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,349 shares; 2025Q3: 1,320 shares; 2025Q4: 1,303 shares; 2026Q1: 1,191 shares; 2026Q2: 1,119 shares 1,119 $395K 0.03% -72 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: 358 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 358 shares; 2025Q3: 395 shares; 2025Q4: 403 shares; 2026Q1: 408 shares; 2026Q2: 421 shares 421 $394K 0.03% +13 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC 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: 875 shares; 2025Q4: 932 shares; 2026Q1: 857 shares; 2026Q2: 813 shares 813 $388K 0.03% -44 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: 6,062 shares; 2024Q4: 6,185 shares; 2025Q1: 5,882 shares; 2025Q2: 5,578 shares; 2025Q3: 5,335 shares; 2025Q4: 4,457 shares; 2026Q1: 4,900 shares; 2026Q2: 3,868 shares 3,868 $383K 0.03% -1,032 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I 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: 975 shares; 2026Q2: 975 shares 975 $371K 0.03% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,269 shares; 2025Q4: 3,662 shares; 2026Q1: 2,836 shares; 2026Q2: 2,976 shares 2,976 $370K 0.03% +140 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,506 shares; 2025Q3: 3,506 shares; 2025Q4: 3,506 shares; 2026Q1: 4,253 shares; 2026Q2: 4,132 shares 4,132 $369K 0.03% -121 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: 2,077 shares; 2025Q1: 2,076 shares; 2025Q2: 2,351 shares; 2025Q3: 2,351 shares; 2025Q4: 2,351 shares; 2026Q1: 2,328 shares; 2026Q2: 2,267 shares 2,267 $356K 0.02% -61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,182 shares; 2026Q2: 1,495 shares 1,495 $354K 0.02% +313 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; 2024Q3: 2,882 shares; 2024Q4: 2,882 shares; 2025Q1: 2,882 shares; 2025Q2: 3,084 shares; 2025Q3: 3,149 shares; 2025Q4: 6,298 shares; 2026Q1: 6,276 shares; 2026Q2: 6,440 shares 6,440 $342K 0.02% +164 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,893 shares; 2024Q4: 4,563 shares; 2025Q1: 4,563 shares; 2025Q2: 4,563 shares; 2025Q3: 4,563 shares; 2025Q4: 4,563 shares; 2026Q1: 4,563 shares; 2026Q2: 4,563 shares 4,563 $340K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 533 shares; 2024Q4: 538 shares; 2025Q1: 585 shares; 2025Q2: 734 shares; 2025Q3: 691 shares; 2025Q4: 735 shares; 2026Q1: 686 shares; 2026Q2: 665 shares 665 $339K 0.02% -21 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,270 shares 1,270 $324K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,031 shares; 2026Q2: 1,045 shares 1,045 $317K 0.02% +14 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 489 shares 489 $313K 0.02% new 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: 1,062 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 757 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 837 shares 837 $313K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,516 shares; 2026Q1: 2,658 shares; 2026Q2: 2,658 shares 2,658 $312K 0.02% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 300 shares; 2026Q2: 244 shares 244 $312K 0.02% -56 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,429 shares; 2024Q4: 8,696 shares; 2025Q1: 8,839 shares; 2025Q2: 8,839 shares; 2025Q3: 8,771 shares; 2025Q4: 8,771 shares; 2026Q1: 8,771 shares; 2026Q2: 8,771 shares 8,771 $295K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,870 shares; 2025Q3: 2,296 shares; 2025Q4: 2,311 shares; 2026Q1: 2,382 shares; 2026Q2: 2,509 shares 2,509 $293K 0.02% +127 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,069 shares; 2024Q4: 8,069 shares; 2025Q1: 7,831 shares; 2025Q2: 8,069 shares; 2025Q3: 7,951 shares; 2025Q4: 7,951 shares; 2026Q1: 6,544 shares; 2026Q2: 6,306 shares 6,306 $284K 0.02% -238 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: 487 shares 487 $283K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 932 shares 932 $281K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,928 shares; 2024Q4: 5,270 shares; 2025Q1: 5,154 shares; 2025Q2: 4,998 shares; 2025Q3: 4,998 shares; 2025Q4: 5,054 shares; 2026Q1: 5,054 shares; 2026Q2: 2,053 shares 2,053 $281K 0.02% -3,001 Timeline XLF 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: 5,672 shares; 2024Q4: 5,672 shares; 2025Q1: 5,672 shares; 2025Q2: 5,672 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,184 shares; 2026Q2: 5,184 shares 5,184 $278K 0.02% 0 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: 7,029 shares; 2024Q4: 6,940 shares; 2025Q1: 6,840 shares; 2025Q2: 6,604 shares; 2025Q3: 6,701 shares; 2025Q4: 7,265 shares; 2026Q1: 5,989 shares; 2026Q2: 5,397 shares 5,397 $271K 0.02% -592 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,972 shares; 2025Q3: 2,970 shares; 2025Q4: 2,958 shares; 2026Q1: 2,977 shares; 2026Q2: 3,116 shares 3,116 $266K 0.02% +139 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,966 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $257K 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254 shares; 2024Q4: 1,254 shares; 2025Q1: 1,254 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares; 2026Q1: 1,275 shares; 2026Q2: 1,275 shares 1,275 $250K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,554 shares; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares; 2026Q2: 1,508 shares 1,508 $244K 0.02% -72 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,373 shares 2,373 $240K 0.02% 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: 4,103 shares; 2024Q4: 4,103 shares; 2025Q1: 3,373 shares; 2025Q2: 3,153 shares; 2025Q3: 3,151 shares; 2025Q4: 2,476 shares; 2026Q1: 2,447 shares; 2026Q2: 2,445 shares 2,445 $235K 0.02% -2 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: 1,084 shares; 2026Q1: 1,084 shares; 2026Q2: 1,084 shares 1,084 $235K 0.02% 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: 1,428 shares; 2026Q1: not reported; 2026Q2: 1,230 shares 1,230 $234K 0.02% new Timeline EURL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,007 shares; 2026Q1: not reported; 2026Q2: 5,007 shares 5,007 $231K 0.02% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,706 shares; 2025Q1: 1,602 shares; 2025Q2: 1,429 shares; 2025Q3: 1,240 shares; 2025Q4: 1,214 shares; 2026Q1: 918 shares; 2026Q2: 771 shares 771 $231K 0.02% -147 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,747 shares 2,747 $226K 0.02% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,722 shares 2,722 $225K 0.02% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,489 shares; 2024Q4: 16,489 shares; 2025Q1: 16,489 shares; 2025Q2: 16,489 shares; 2025Q3: 16,489 shares; 2025Q4: 16,489 shares; 2026Q1: 16,489 shares; 2026Q2: 16,489 shares 16,489 $225K 0.02% 0 Timeline XLV 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: 1,353 shares; 2026Q1: not reported; 2026Q2: 1,407 shares 1,407 $223K 0.02% 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: 21,020 shares; 2024Q4: 23,381 shares; 2025Q1: 20,328 shares; 2025Q2: 23,412 shares; 2025Q3: 22,833 shares; 2025Q4: 13,292 shares; 2026Q1: 17,431 shares; 2026Q2: 8,997 shares 8,997 $213K 0.01% -8,434 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 2,057 shares 2,057 $213K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: not reported; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $211K 0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: not reported; 2026Q2: 795 shares 795 $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: 5,451 shares; 2024Q4: 5,929 shares; 2025Q1: 5,682 shares; 2025Q2: 5,578 shares; 2025Q3: 5,484 shares; 2025Q4: 6,748 shares; 2026Q1: 5,360 shares; 2026Q2: 4,932 shares 4,932 $209K 0.01% -428 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $208K 0.01% 0 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: 928 shares; 2024Q4: 928 shares; 2025Q1: 856 shares; 2025Q2: 712 shares; 2025Q3: 705 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 678 shares 678 $208K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,753 shares 1,753 $206K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 599 shares 599 $206K 0.01% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 799 shares; 2025Q3: 729 shares; 2025Q4: 795 shares; 2026Q1: not reported; 2026Q2: 729 shares 729 $205K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 851 shares 851 $202K 0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 6,272 shares; 2026Q1: 6,602 shares; 2026Q2: 6,692 shares 6,692 $202K 0.01% +90 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,568 shares 3,568 $201K 0.01% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,480 shares 3,480 $201K 0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,903 shares; 2024Q4: 10,903 shares; 2025Q1: 10,903 shares; 2025Q2: 10,903 shares; 2025Q3: 10,718 shares; 2025Q4: 10,718 shares; 2026Q1: 10,718 shares; 2026Q2: 10,718 shares 10,718 $176K 0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,733 shares; 2026Q2: 11,717 shares 11,717 $67.3K <0.01% -16 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,415 shares; 2024Q4: 33,195 shares; 2025Q1: 13,003 shares; 2025Q2: 13,003 shares; 2025Q3: 13,003 shares; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $62.2K <0.01% 0 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 27,000 shares; 2026Q1: 27,000 shares; 2026Q2: 27,000 shares 27,000 $34.6K <0.01% 0 Timeline MYO MYOMO INC More: the full row for MYOMO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $26K <0.01% 0 Timeline FEAM 5E ADVANCED MATERIALS INC More: the full row for 5E ADVANCED MATERIALS 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: 12,286 shares; 2026Q1: 12,286 shares; 2026Q2: 12,286 shares 12,286 $17.1K <0.01% 0 Timeline FNGR FINGERMOTION INC More: the full row for FINGERMOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 15,700 shares; 2025Q2: 14,500 shares; 2025Q3: 15,200 shares; 2025Q4: 15,202 shares; 2026Q1: 15,002 shares; 2026Q2: 13,903 shares 13,903 $5.26K <0.01% -1,099 Timeline