IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 199,941 shares 199,941 $153M 10.62% +19,159 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,044,958 shares 4,044,958 $152M 10.55% +77,843 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,032,031 shares 3,032,031 $136M 9.41% +231,479 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; 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; 2026Q3: 2,546,072 shares 2,546,072 $110M 7.64% +161,872 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,699,514 shares 2,699,514 $108M 7.52% +218,184 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,199,159 shares 1,199,159 $86.3M 5.98% +154,994 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 808,362 shares 808,362 $76M 5.27% +23,333 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; 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; 2026Q3: 236,708 shares 236,708 $54.3M 3.76% -28,391 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; 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; 2026Q3: 1,814,136 shares 1,814,136 $53.2M 3.69% -511,949 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 385,035 shares 385,035 $52.4M 3.63% +44,661 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,027 shares; 2026Q1: 248,740 shares; 2026Q2: 310,757 shares; 2026Q3: 374,671 shares 374,671 $48.3M 3.35% +63,914 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; 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; 2026Q3: 138,330 shares 138,330 $46.7M 3.24% +2,592 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; 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; 2026Q3: 544,661 shares 544,661 $36.2M 2.51% +72,334 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,283,775 shares 1,283,775 $34.7M 2.41% +167,083 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; 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; 2026Q3: 844,358 shares 844,358 $28.7M 1.99% -286,983 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 69,651 shares 69,651 $23.2M 1.61% +200 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 457,428 shares 457,428 $14.9M 1.03% -177,559 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,775 shares 18,775 $13.2M 0.91% +1,145 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 25,576 shares 25,576 $13.1M 0.91% +4,443 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,656 shares 23,656 $11.8M 0.82% -1,198 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 80,892 shares 80,892 $8.41M 0.58% -965 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; 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; 2026Q3: 175,855 shares 175,855 $8.37M 0.58% +14,981 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; 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; 2026Q3: 74,092 shares 74,092 $5.23M 0.36% -4,827 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,355 shares 12,355 $5.14M 0.36% -41 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 93,272 shares 93,272 $5.13M 0.36% -1,597 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; 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; 2026Q3: 100,121 shares 100,121 $5.05M 0.35% +9,107 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; 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; 2026Q3: 158,689 shares 158,689 $4.76M 0.33% -1,644 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; 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; 2026Q3: 5,838 shares 5,838 $4.45M 0.31% +919 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 38,258 shares 38,258 $3.97M 0.28% -2,228 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 142,847 shares 142,847 $3.92M 0.27% -27,012 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,249 shares 10,249 $3.9M 0.27% 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; 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; 2026Q3: 31,087 shares 31,087 $3.89M 0.27% -1,020 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,603 shares 10,603 $3.76M 0.26% +492 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; 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; 2026Q3: 142,614 shares 142,614 $3.76M 0.26% 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; 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; 2026Q3: 46,472 shares 46,472 $3.64M 0.25% +1,475 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,318 shares 10,318 $3.41M 0.24% -10 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,026 shares 31,026 $3.31M 0.23% -130 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; 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; 2026Q3: 20,448 shares 20,448 $3.17M 0.22% +3,743 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,814 shares 13,814 $3.15M 0.22% +1,111 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; 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; 2026Q3: 136,339 shares 136,339 $3.01M 0.21% -142,922 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 33,291 shares 33,291 $3.01M 0.21% -182 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares; 2026Q3: 4 shares 4 $2.99M 0.21% 0 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; 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; 2026Q3: 117,432 shares 117,432 $2.95M 0.2% -3,049 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,978 shares 7,978 $2.75M 0.19% +222 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; 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; 2026Q3: 5,223 shares 5,223 $2.67M 0.19% -78 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 32,894 shares 32,894 $2.6M 0.18% +460 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; 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; 2026Q3: 42,923 shares 42,923 $2.55M 0.18% -11,934 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,059 shares 10,059 $2.49M 0.17% 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; 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; 2026Q3: 9,308 shares 9,308 $2.43M 0.17% +30 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 47,327 shares 47,327 $2.28M 0.16% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 48,058 shares 48,058 $2.14M 0.15% +38,818 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,515 shares 8,515 $2.12M 0.15% +316 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,514 shares 12,514 $2.04M 0.14% new 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; 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; 2026Q3: 1,748 shares 1,748 $2.02M 0.14% -7 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; 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; 2026Q3: 37,734 shares 37,734 $1.86M 0.13% +2,220 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; 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; 2026Q3: 8,134 shares 8,134 $1.76M 0.12% -14 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; 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; 2026Q3: 85,242 shares 85,242 $1.69M 0.12% 0 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; 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; 2026Q3: 9,058 shares 9,058 $1.62M 0.11% 0 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; 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; 2026Q3: 5,769 shares 5,769 $1.62M 0.11% 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; 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; 2026Q3: 1,979 shares 1,979 $1.6M 0.11% -25 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,261 shares 4,261 $1.59M 0.11% -107 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,999 shares 10,999 $1.56M 0.11% -2,030 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; 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; 2026Q3: 29,999 shares 29,999 $1.48M 0.1% +14,924 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; 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; 2026Q3: 9,679 shares 9,679 $1.41M 0.1% -560 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; 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; 2026Q3: 6,914 shares 6,914 $1.33M 0.09% +1,725 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,652 shares 4,652 $1.29M 0.09% -92 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,790 shares 3,790 $1.29M 0.09% -75 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; 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; 2026Q3: 14,156 shares 14,156 $1.28M 0.09% -141 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; 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; 2026Q3: 6,403 shares 6,403 $1.25M 0.09% -371 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,729 shares 4,729 $1.25M 0.09% +2 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; 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; 2026Q3: 8,478 shares 8,478 $1.23M 0.09% 0 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; 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; 2026Q3: 9,954 shares 9,954 $1.21M 0.08% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,201 shares; 2026Q2: 12,201 shares; 2026Q3: 12,201 shares 12,201 $1.12M 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; 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; 2026Q3: 13,002 shares 13,002 $1.08M 0.07% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,185 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; 2026Q3: 1,279 shares 1,279 $946K 0.07% +72 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,456 shares; 2026Q2: 17,790 shares; 2026Q3: 17,784 shares 17,784 $940K 0.07% -6 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,177 shares 3,177 $872K 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,247 shares 1,247 $837K 0.06% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,992 shares 16,992 $836K 0.06% +4,904 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,074 shares 23,074 $829K 0.06% +13 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,107 shares; 2026Q2: 16,103 shares; 2026Q3: 16,103 shares 16,103 $809K 0.06% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,986 shares 8,986 $807K 0.06% 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; 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; 2026Q3: 4,184 shares 4,184 $783K 0.05% +1,675 Timeline WYY WIDEPOINT CORP More: the full row for WIDEPOINT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 96,790 shares 96,790 $763K 0.05% -1,667 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; 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; 2026Q3: 5,071 shares 5,071 $737K 0.05% +19 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,229 shares 7,229 $714K 0.05% +3 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,392 shares 4,392 $668K 0.05% -38 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 583 shares; 2025Q1: 655 shares; 2025Q2: 701 shares; 2025Q3: 596 shares; 2025Q4: 741 shares; 2026Q1: 797 shares; 2026Q2: 932 shares; 2026Q3: 920 shares 920 $667K 0.05% -12 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,551 shares 1,551 $654K 0.05% 0 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; 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; 2026Q3: 4,052 shares 4,052 $646K 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; 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; 2026Q3: 3,099 shares 3,099 $633K 0.04% +65 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; 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; 2026Q3: 41,151 shares 41,151 $628K 0.04% +3,195 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; 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; 2026Q3: 1,459 shares 1,459 $627K 0.04% 0 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; 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; 2026Q3: 10,468 shares 10,468 $623K 0.04% -2,961 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; 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; 2026Q3: 5,898 shares 5,898 $540K 0.04% -826 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,221 shares 1,221 $527K 0.04% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,545 shares; 2026Q2: 4,379 shares; 2026Q3: 4,379 shares 4,379 $526K 0.04% 0 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; 2024Q4: 528 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 512 shares; 2026Q1: 512 shares; 2026Q2: 4,097 shares; 2026Q3: 4,097 shares 4,097 $515K 0.04% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,378 shares 1,378 $506K 0.04% -28 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 448 shares; 2026Q2: 465 shares; 2026Q3: 524 shares 524 $498K 0.03% +59 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,269 shares; 2025Q4: 3,662 shares; 2026Q1: 2,836 shares; 2026Q2: 2,976 shares; 2026Q3: 4,125 shares 4,125 $494K 0.03% +1,149 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,251 shares 7,251 $484K 0.03% -45 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; 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; 2026Q3: 8,861 shares 8,861 $482K 0.03% 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; 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; 2026Q3: 3,618 shares 3,618 $458K 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; 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; 2026Q3: 3,794 shares 3,794 $447K 0.03% -1 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,373 shares; 2026Q3: 4,670 shares 4,670 $445K 0.03% +2,297 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; 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; 2026Q3: 9,323 shares 9,323 $440K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 932 shares; 2026Q1: 857 shares; 2026Q2: 813 shares; 2026Q3: 939 shares 939 $428K 0.03% +126 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; 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; 2026Q3: 2,924 shares 2,924 $424K 0.03% -161 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 553 shares; 2025Q3: 580 shares; 2025Q4: 6,079 shares; 2026Q1: 5,842 shares; 2026Q2: 5,807 shares; 2026Q3: 6,093 shares 6,093 $424K 0.03% +286 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 487 shares; 2026Q3: 662 shares 662 $405K 0.03% +175 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,276 shares 6,276 $386K 0.03% -164 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; 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; 2026Q3: 1,653 shares 1,653 $382K 0.03% -22 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; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 358 shares; 2025Q3: 395 shares; 2025Q4: 403 shares; 2026Q1: 408 shares; 2026Q2: 421 shares; 2026Q3: 415 shares 415 $378K 0.03% -6 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,182 shares; 2026Q2: 1,495 shares; 2026Q3: 1,598 shares 1,598 $373K 0.03% +103 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,132 shares 4,132 $372K 0.03% 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; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 300 shares; 2026Q2: 244 shares; 2026Q3: 244 shares 244 $369K 0.03% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,197 shares 2,197 $352K 0.02% -27 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,327 shares 2,327 $351K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,502 shares 1,502 $347K 0.02% -92 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; 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; 2026Q3: 1,217 shares 1,217 $342K 0.02% -1,634 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; 2024Q4: 538 shares; 2025Q1: 585 shares; 2025Q2: 734 shares; 2025Q3: 691 shares; 2025Q4: 735 shares; 2026Q1: 686 shares; 2026Q2: 665 shares; 2026Q3: 661 shares 661 $337K 0.02% -4 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,120 shares 2,120 $337K 0.02% -147 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; 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; 2026Q3: 9,153 shares 9,153 $334K 0.02% -2,666 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; 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; 2026Q3: 1,141 shares 1,141 $325K 0.02% +22 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,031 shares; 2026Q2: 1,045 shares; 2026Q3: 1,141 shares 1,141 $325K 0.02% +96 Timeline BRES EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,980 shares 11,980 $316K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,428 shares; 2026Q1: not reported; 2026Q2: 1,230 shares; 2026Q3: 1,584 shares 1,584 $310K 0.02% +354 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,213 shares 3,213 $304K 0.02% -655 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,516 shares; 2026Q1: 2,658 shares; 2026Q2: 2,658 shares; 2026Q3: 2,759 shares 2,759 $297K 0.02% +101 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; 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; 2026Q3: 6,306 shares 6,306 $289K 0.02% 0 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; 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; 2026Q3: 2,746 shares 2,746 $288K 0.02% +301 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,613 shares 3,613 $288K 0.02% -950 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 489 shares; 2026Q3: 489 shares 489 $278K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares; 2026Q2: 975 shares; 2026Q3: 975 shares 975 $278K 0.02% 0 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; 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; 2026Q3: 5,041 shares 5,041 $269K 0.02% -143 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 757 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 837 shares; 2026Q3: 837 shares 837 $262K 0.02% 0 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; 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; 2026Q3: 3,077 shares 3,077 $261K 0.02% -39 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,508 shares 1,508 $247K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,900 shares 1,900 $247K 0.02% 0 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; 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; 2026Q3: 771 shares 771 $244K 0.02% 0 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; 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; 2026Q3: 2,053 shares 2,053 $244K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,884 shares; 2025Q1: 1,960 shares; 2025Q2: 1,903 shares; 2025Q3: 1,974 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,212 shares 2,212 $230K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: not reported; 2026Q2: 795 shares; 2026Q3: 795 shares 795 $229K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383 shares; 2026Q1: 405 shares; 2026Q2: 405 shares; 2026Q3: 410 shares 410 $226K 0.02% +5 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares; 2026Q1: not reported; 2026Q2: 1,407 shares; 2026Q3: 1,306 shares 1,306 $220K 0.02% -101 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,722 shares; 2026Q3: 2,702 shares 2,702 $219K 0.02% -20 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; 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; 2026Q3: 1,262 shares 1,262 $216K 0.01% -13 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,747 shares; 2026Q3: 2,747 shares 2,747 $213K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares; 2026Q2: 1,084 shares; 2026Q3: 1,111 shares 1,111 $207K 0.01% +27 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; 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; 2026Q3: 5,810 shares 5,810 $205K 0.01% -2,961 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,270 shares; 2026Q3: 1,326 shares 1,326 $204K 0.01% +56 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 799 shares; 2025Q3: 729 shares; 2025Q4: 795 shares; 2026Q1: not reported; 2026Q2: 729 shares; 2026Q3: 924 shares 924 $203K 0.01% +195 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 851 shares; 2026Q3: 910 shares 910 $203K 0.01% +59 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,769 shares; 2025Q1: 2,428 shares; 2025Q2: 2,471 shares; 2025Q3: 2,428 shares; 2025Q4: 2,827 shares; 2026Q1: 2,428 shares; 2026Q2: not reported; 2026Q3: 2,327 shares 2,327 $201K 0.01% new Timeline IBID ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,740 shares 7,740 $200K 0.01% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,971 shares 8,971 $200K 0.01% 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; 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; 2026Q3: 16,489 shares 16,489 $193K 0.01% 0 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; 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; 2026Q3: 10,718 shares 10,718 $145K 0.01% 0 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; 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; 2026Q3: 10,000 shares 10,000 $43.5K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,286 shares; 2026Q1: 12,286 shares; 2026Q2: 12,286 shares; 2026Q3: 12,286 shares 12,286 $41.4K <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; 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; 2026Q3: 25,000 shares 25,000 $39K <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; 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; 2026Q3: 27,000 shares 27,000 $33.2K <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; 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; 2026Q3: 13,903 shares 13,903 $2.46K <0.01% 0 Timeline