SCHV 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: 540,114 shares; 2024Q4: 1,613,829 shares; 2025Q1: 1,638,296 shares; 2025Q2: 1,646,926 shares; 2025Q3: 1,666,269 shares; 2025Q4: 1,707,367 shares; 2026Q1: 1,724,184 shares; 2026Q2: 1,777,034 shares 1,777,034 $61.9M 13.11% +52,850 Timeline MGC 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: 185,372 shares; 2024Q4: 223,935 shares; 2025Q1: 214,599 shares; 2025Q2: 214,932 shares; 2025Q3: 216,103 shares; 2025Q4: 214,254 shares; 2026Q1: 215,518 shares; 2026Q2: 217,223 shares 217,223 $59.4M 12.59% +1,705 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: 390,251 shares; 2024Q4: 1,532,498 shares; 2025Q1: 1,548,983 shares; 2025Q2: 1,547,821 shares; 2025Q3: 1,554,241 shares; 2025Q4: 1,528,494 shares; 2026Q1: 1,517,439 shares; 2026Q2: 1,522,032 shares 1,522,032 $51.5M 10.91% +4,593 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: 571,495 shares; 2024Q4: 1,173,170 shares; 2025Q1: 1,249,611 shares; 2025Q2: 1,271,836 shares; 2025Q3: 1,432,169 shares; 2025Q4: 1,481,053 shares; 2026Q1: 1,154,813 shares; 2026Q2: 1,175,965 shares 1,175,965 $32.6M 6.9% +21,152 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,362 shares; 2024Q4: 146,293 shares; 2025Q1: 148,754 shares; 2025Q2: 151,650 shares; 2025Q3: 151,260 shares; 2025Q4: 140,485 shares; 2026Q1: 128,389 shares; 2026Q2: 129,390 shares 129,390 $23.4M 4.97% +1,001 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: 294,282 shares; 2024Q4: 590,903 shares; 2025Q1: 615,552 shares; 2025Q2: 599,619 shares; 2025Q3: 577,395 shares; 2025Q4: 580,460 shares; 2026Q1: 593,940 shares; 2026Q2: 614,388 shares 614,388 $22.2M 4.7% +20,448 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664,714 shares; 2024Q4: 552,124 shares; 2025Q1: 563,590 shares; 2025Q2: 585,899 shares; 2025Q3: 589,581 shares; 2025Q4: 599,282 shares; 2026Q1: 612,604 shares; 2026Q2: 638,441 shares 638,441 $19.5M 4.14% +25,837 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: 525,175 shares; 2024Q4: 532,476 shares; 2025Q1: 555,973 shares; 2025Q2: 583,127 shares; 2025Q3: 495,815 shares; 2025Q4: 499,044 shares; 2026Q1: 500,583 shares; 2026Q2: 507,913 shares 507,913 $18.4M 3.9% +7,330 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,195 shares; 2024Q4: 127,187 shares; 2025Q1: 130,485 shares; 2025Q2: 135,442 shares; 2025Q3: 137,960 shares; 2025Q4: 145,348 shares; 2026Q1: 146,489 shares; 2026Q2: 153,499 shares 153,499 $18M 3.81% +7,010 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: 64,746 shares; 2024Q4: 64,496 shares; 2025Q1: 61,519 shares; 2025Q2: 61,226 shares; 2025Q3: 61,041 shares; 2025Q4: 59,508 shares; 2026Q1: 59,121 shares; 2026Q2: 58,572 shares 58,572 $14.2M 3.01% -549 Timeline DISV 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: 236,597 shares; 2026Q2: 266,152 shares 266,152 $10.7M 2.26% +29,555 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: 13,291 shares; 2024Q4: 13,121 shares; 2025Q1: 13,029 shares; 2025Q2: 13,000 shares; 2025Q3: 12,230 shares; 2025Q4: 12,280 shares; 2026Q1: 12,378 shares; 2026Q2: 12,286 shares 12,286 $9.17M 1.94% -92 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: 108,768 shares; 2024Q4: 107,655 shares; 2025Q1: 107,305 shares; 2025Q2: 98,506 shares; 2025Q3: 98,151 shares; 2025Q4: 97,867 shares; 2026Q1: 89,928 shares; 2026Q2: 86,031 shares 86,031 $8.94M 1.89% -3,897 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: 26,699 shares; 2024Q4: 26,624 shares; 2025Q1: 26,615 shares; 2025Q2: 23,608 shares; 2025Q3: 23,497 shares; 2025Q4: 23,384 shares; 2026Q1: 22,937 shares; 2026Q2: 22,489 shares 22,489 $6.76M 1.43% -448 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: 28,062 shares; 2024Q4: 28,231 shares; 2025Q1: 28,177 shares; 2025Q2: 28,264 shares; 2025Q3: 27,629 shares; 2025Q4: 24,675 shares; 2026Q1: 24,552 shares; 2026Q2: 22,956 shares 22,956 $6.64M 1.41% -1,596 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: 78,670 shares; 2024Q4: 237,647 shares; 2025Q1: 240,670 shares; 2025Q2: 239,977 shares; 2025Q3: 240,670 shares; 2025Q4: 240,675 shares; 2026Q1: 240,219 shares; 2026Q2: 227,501 shares 227,501 $6.59M 1.4% -12,718 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: 10,734 shares; 2024Q4: 11,473 shares; 2025Q1: 11,379 shares; 2025Q2: 11,201 shares; 2025Q3: 11,106 shares; 2025Q4: 10,566 shares; 2026Q1: 10,469 shares; 2026Q2: 41,871 shares 41,871 $5.2M 1.1% +31,402 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: 120,279 shares; 2024Q4: 118,432 shares; 2025Q1: 114,302 shares; 2025Q2: 100,805 shares; 2025Q3: 95,482 shares; 2025Q4: 85,462 shares; 2026Q1: 84,144 shares; 2026Q2: 75,857 shares 75,857 $5.19M 1.1% -8,287 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: 9,786 shares; 2024Q4: 18,836 shares; 2025Q1: 19,690 shares; 2025Q2: 19,844 shares; 2025Q3: 19,932 shares; 2025Q4: 20,214 shares; 2026Q1: 20,297 shares; 2026Q2: 19,775 shares 19,775 $4.81M 1.02% -522 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: 11,140 shares; 2024Q4: 11,140 shares; 2025Q1: 11,720 shares; 2025Q2: 13,493 shares; 2025Q3: 13,403 shares; 2025Q4: 13,517 shares; 2026Q1: 13,430 shares; 2026Q2: 13,430 shares 13,430 $4.8M 1.02% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 815 shares; 2025Q1: 6,706 shares; 2025Q2: 7,539 shares; 2025Q3: 7,488 shares; 2025Q4: 7,589 shares; 2026Q1: 7,309 shares; 2026Q2: 6,673 shares 6,673 $4.58M 0.97% -636 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: 7,352 shares; 2024Q4: 8,369 shares; 2025Q1: 9,298 shares; 2025Q2: 10,967 shares; 2025Q3: 10,967 shares; 2025Q4: 11,074 shares; 2026Q1: 11,603 shares; 2026Q2: 11,583 shares 11,583 $4.32M 0.92% -20 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,226 shares; 2025Q1: 7,493 shares; 2025Q2: 12,439 shares; 2025Q3: 13,264 shares; 2025Q4: 14,501 shares; 2026Q1: 16,164 shares; 2026Q2: 15,498 shares 15,498 $3.38M 0.72% -666 Timeline GEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,800 shares 62,800 $3.21M 0.68% 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: 2,278 shares; 2024Q4: 2,475 shares; 2025Q1: 2,879 shares; 2025Q2: 9,454 shares; 2025Q3: 9,241 shares; 2025Q4: 8,994 shares; 2026Q1: 9,634 shares; 2026Q2: 9,754 shares 9,754 $2.96M 0.63% +120 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: 2,828 shares; 2024Q4: 2,828 shares; 2025Q1: 4,756 shares; 2025Q2: 7,008 shares; 2025Q3: 6,627 shares; 2025Q4: 6,807 shares; 2026Q1: 6,657 shares; 2026Q2: 6,560 shares 6,560 $2.76M 0.58% -97 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: 7,866 shares; 2024Q4: 7,866 shares; 2025Q1: 8,220 shares; 2025Q2: 8,220 shares; 2025Q3: 8,220 shares; 2025Q4: 8,077 shares; 2026Q1: 8,102 shares; 2026Q2: 8,002 shares 8,002 $2.62M 0.56% -100 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: 5,164 shares; 2024Q4: 5,444 shares; 2025Q1: 6,165 shares; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares; 2025Q4: 7,219 shares; 2026Q1: 7,284 shares; 2026Q2: 7,123 shares 7,123 $2.52M 0.53% -161 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,130 shares; 2025Q1: 2,810 shares; 2025Q2: 6,378 shares; 2025Q3: 6,378 shares; 2025Q4: 6,364 shares; 2026Q1: 6,303 shares; 2026Q2: 6,263 shares 6,263 $2.37M 0.5% -40 Timeline AVDV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,370 shares; 2026Q2: 22,942 shares 22,942 $2.36M 0.5% +3,572 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,458 shares; 2026Q2: 40,458 shares 40,458 $2.3M 0.49% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,100 shares; 2024Q4: 36,273 shares; 2025Q1: 35,089 shares; 2025Q2: 32,503 shares; 2025Q3: 33,275 shares; 2025Q4: 32,480 shares; 2026Q1: 33,101 shares; 2026Q2: 36,003 shares 36,003 $2.12M 0.45% +2,902 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,418 shares; 2026Q1: 39,418 shares; 2026Q2: 39,418 shares 39,418 $2.1M 0.44% 0 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: 9,508 shares; 2024Q4: 10,222 shares; 2025Q1: 10,994 shares; 2025Q2: 11,171 shares; 2025Q3: 11,121 shares; 2025Q4: 11,294 shares; 2026Q1: 10,729 shares; 2026Q2: 10,432 shares 10,432 $2.09M 0.44% -297 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: 1,668 shares; 2024Q4: 1,948 shares; 2025Q1: 2,019 shares; 2025Q2: 3,883 shares; 2025Q3: 3,894 shares; 2025Q4: 3,833 shares; 2026Q1: 3,845 shares; 2026Q2: 3,838 shares 3,838 $1.92M 0.41% -7 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: 1,032 shares; 2024Q4: 1,032 shares; 2025Q1: 3,760 shares; 2025Q2: 3,233 shares; 2025Q3: 3,311 shares; 2025Q4: 3,361 shares; 2026Q1: 3,467 shares; 2026Q2: 21,590 shares 21,590 $1.86M 0.39% +18,123 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,207 shares; 2024Q4: 14,601 shares; 2025Q1: 16,287 shares; 2025Q2: 17,151 shares; 2025Q3: 20,408 shares; 2025Q4: 20,860 shares; 2026Q1: 21,791 shares; 2026Q2: 22,647 shares 22,647 $1.79M 0.38% +856 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,518 shares; 2025Q1: 11,995 shares; 2025Q2: 15,655 shares; 2025Q3: 16,066 shares; 2025Q4: 17,086 shares; 2026Q1: 15,253 shares; 2026Q2: 14,942 shares 14,942 $1.44M 0.31% -311 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: 296 shares; 2024Q4: 546 shares; 2025Q1: 598 shares; 2025Q2: 1,004 shares; 2025Q3: 1,043 shares; 2025Q4: 1,022 shares; 2026Q1: 1,260 shares; 2026Q2: 1,060 shares 1,060 $1.27M 0.27% -200 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: 2,957 shares; 2024Q4: 3,157 shares; 2025Q1: 3,722 shares; 2025Q2: 4,129 shares; 2025Q3: 4,129 shares; 2025Q4: 4,524 shares; 2026Q1: 4,134 shares; 2026Q2: 4,035 shares 4,035 $962K 0.2% -99 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: 1,250 shares; 2024Q4: 1,455 shares; 2025Q1: 1,813 shares; 2025Q2: 3,457 shares; 2025Q3: 3,457 shares; 2025Q4: 3,479 shares; 2026Q1: 3,802 shares; 2026Q2: 3,802 shares 3,802 $957K 0.2% 0 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,284 shares; 2025Q4: 24,284 shares; 2026Q1: 24,284 shares; 2026Q2: 15,504 shares 15,504 $926K 0.2% -8,780 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: 1,654 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,642 shares; 2025Q3: 1,555 shares; 2025Q4: 1,579 shares; 2026Q1: 1,555 shares; 2026Q2: 1,555 shares 1,555 $903K 0.19% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,875 shares; 2024Q4: 26,180 shares; 2025Q1: 26,327 shares; 2025Q2: 26,393 shares; 2025Q3: 26,846 shares; 2025Q4: 27,341 shares; 2026Q1: 22,124 shares; 2026Q2: 27,300 shares 27,300 $866K 0.18% +5,176 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,205 shares; 2024Q4: 2,410 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,568 shares; 2026Q1: 2,543 shares; 2026Q2: 2,530 shares 2,530 $863K 0.18% -13 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,273 shares; 2024Q4: 14,218 shares; 2025Q1: 16,494 shares; 2025Q2: 15,543 shares; 2025Q3: 15,543 shares; 2025Q4: 15,292 shares; 2026Q1: 15,444 shares; 2026Q2: 14,673 shares 14,673 $836K 0.18% -771 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,857 shares; 2024Q4: 3,857 shares; 2025Q1: 3,857 shares; 2025Q2: 3,857 shares; 2025Q3: 3,857 shares; 2025Q4: 3,857 shares; 2026Q1: 3,857 shares; 2026Q2: 3,857 shares 3,857 $807K 0.17% 0 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: not reported; 2024Q4: 5,787 shares; 2025Q1: 6,255 shares; 2025Q2: 10,084 shares; 2025Q3: 10,146 shares; 2025Q4: 10,396 shares; 2026Q1: 13,357 shares; 2026Q2: 13,391 shares 13,391 $799K 0.17% +34 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: 1,234 shares; 2024Q4: 1,386 shares; 2025Q1: 1,531 shares; 2025Q2: 2,776 shares; 2025Q3: 2,776 shares; 2025Q4: 2,776 shares; 2026Q1: 2,568 shares; 2026Q2: 2,247 shares 2,247 $792K 0.17% -321 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,045 shares; 2024Q4: 4,006 shares; 2025Q1: 4,023 shares; 2025Q2: 4,023 shares; 2025Q3: 4,040 shares; 2025Q4: 4,108 shares; 2026Q1: 4,220 shares; 2026Q2: 27,861 shares 27,861 $764K 0.16% +23,641 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: 6,297 shares; 2024Q4: 6,797 shares; 2025Q1: 6,858 shares; 2025Q2: 6,898 shares; 2025Q3: 6,344 shares; 2025Q4: 6,344 shares; 2026Q1: 5,831 shares; 2026Q2: 5,211 shares 5,211 $712K 0.15% -620 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,702 shares; 2025Q3: 3,702 shares; 2025Q4: 3,716 shares; 2026Q1: 3,702 shares; 2026Q2: 3,702 shares 3,702 $702K 0.15% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,486 shares; 2024Q4: 4,486 shares; 2025Q1: 4,486 shares; 2025Q2: 4,486 shares; 2025Q3: 4,486 shares; 2025Q4: 4,680 shares; 2026Q1: 4,434 shares; 2026Q2: 4,434 shares 4,434 $701K 0.15% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,549 shares; 2025Q3: 1,942 shares; 2025Q4: 1,909 shares; 2026Q1: 1,779 shares; 2026Q2: 1,848 shares 1,848 $684K 0.14% +69 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,022 shares; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,294 shares; 2025Q3: 4,294 shares; 2025Q4: 4,159 shares; 2026Q1: 4,159 shares; 2026Q2: 4,022 shares 4,022 $682K 0.14% -137 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,230 shares; 2025Q3: 7,230 shares; 2025Q4: 7,410 shares; 2026Q1: 7,230 shares; 2026Q2: 7,230 shares 7,230 $666K 0.14% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,868 shares; 2024Q4: 23,868 shares; 2025Q1: 23,868 shares; 2025Q2: 23,868 shares; 2025Q3: 23,848 shares; 2025Q4: 23,848 shares; 2026Q1: 23,540 shares; 2026Q2: 23,540 shares 23,540 $664K 0.14% 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: 4,945 shares; 2024Q4: 4,947 shares; 2025Q1: 4,949 shares; 2025Q2: 4,949 shares; 2025Q3: 4,949 shares; 2025Q4: 4,949 shares; 2026Q1: 5,429 shares; 2026Q2: 5,429 shares 5,429 $638K 0.14% 0 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: 11,042 shares; 2024Q4: 11,062 shares; 2025Q1: 11,126 shares; 2025Q2: 11,127 shares; 2025Q3: 11,128 shares; 2025Q4: 11,129 shares; 2026Q1: 11,128 shares; 2026Q2: 8,893 shares 8,893 $634K 0.13% -2,235 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: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 1,144 shares; 2025Q3: 898 shares; 2025Q4: 1,098 shares; 2026Q1: 967 shares; 2026Q2: 848 shares 848 $624K 0.13% -119 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,822 shares; 2026Q1: 3,355 shares; 2026Q2: 2,930 shares 2,930 $612K 0.13% -425 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: 4,542 shares; 2024Q4: 4,675 shares; 2025Q1: 4,737 shares; 2025Q2: 5,016 shares; 2025Q3: 4,461 shares; 2025Q4: 4,461 shares; 2026Q1: 4,726 shares; 2026Q2: 4,503 shares 4,503 $579K 0.12% -223 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: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,131 shares; 2026Q1: 1,102 shares; 2026Q2: 1,102 shares 1,102 $566K 0.12% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,699 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,699 shares; 2026Q1: 1,699 shares; 2026Q2: 6,796 shares 6,796 $548K 0.12% +5,097 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: 451 shares; 2024Q4: 527 shares; 2025Q1: 595 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 619 shares; 2026Q1: 603 shares; 2026Q2: 573 shares 573 $536K 0.11% -30 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: 1,535 shares; 2024Q4: 2,045 shares; 2025Q1: 2,046 shares; 2025Q2: 2,094 shares; 2025Q3: 2,093 shares; 2025Q4: 2,107 shares; 2026Q1: 2,125 shares; 2026Q2: 2,105 shares 2,105 $535K 0.11% -20 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,550 shares; 2026Q2: 1,410 shares 1,410 $523K 0.11% -140 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,580 shares; 2026Q1: 2,842 shares; 2026Q2: 2,757 shares 2,757 $509K 0.11% -85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 463 shares; 2026Q2: 463 shares 463 $493K 0.1% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 661 shares; 2025Q3: 667 shares; 2025Q4: 863 shares; 2026Q1: 848 shares; 2026Q2: 849 shares 849 $478K 0.1% +1 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: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 2,260 shares; 2026Q1: 2,660 shares; 2026Q2: 2,250 shares 2,250 $429K 0.09% -410 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,061 shares; 2025Q2: 4,297 shares; 2025Q3: 4,303 shares; 2025Q4: 4,336 shares; 2026Q1: 4,714 shares; 2026Q2: 4,544 shares 4,544 $419K 0.09% -170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 955 shares; 2026Q1: 1,009 shares; 2026Q2: 992 shares 992 $412K 0.09% -17 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: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,599 shares; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,599 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $410K 0.09% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,878 shares; 2024Q4: 4,710 shares; 2025Q1: 4,900 shares; 2025Q2: 4,810 shares; 2025Q3: 4,810 shares; 2025Q4: 4,810 shares; 2026Q1: 4,851 shares; 2026Q2: 6,887 shares 6,887 $389K 0.08% +2,036 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 438 shares; 2026Q2: 403 shares 403 $388K 0.08% -35 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: 918 shares; 2024Q4: 918 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,123 shares; 2026Q1: 1,085 shares; 2026Q2: 1,085 shares 1,085 $372K 0.08% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,989 shares; 2025Q3: 3,989 shares; 2025Q4: 3,989 shares; 2026Q1: 3,989 shares; 2026Q2: 3,989 shares 3,989 $370K 0.08% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,301 shares; 2025Q3: 1,288 shares; 2025Q4: 1,288 shares; 2026Q1: 1,188 shares; 2026Q2: 1,172 shares 1,172 $369K 0.08% -16 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,637 shares; 2025Q3: 1,637 shares; 2025Q4: 1,637 shares; 2026Q1: 1,637 shares; 2026Q2: 1,637 shares 1,637 $361K 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,223 shares; 2025Q1: 3,362 shares; 2025Q2: 3,362 shares; 2025Q3: 3,362 shares; 2025Q4: 6,173 shares; 2026Q1: 5,336 shares; 2026Q2: 4,350 shares 4,350 $359K 0.08% -986 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 1,142 shares; 2026Q2: 1,142 shares 1,142 $359K 0.08% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 570 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $358K 0.08% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 4,029 shares; 2026Q1: 3,987 shares; 2026Q2: 3,932 shares 3,932 $357K 0.08% -55 Timeline VV 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: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares; 2026Q2: 1,006 shares 1,006 $346K 0.07% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 698 shares; 2026Q1: 793 shares; 2026Q2: 658 shares 658 $323K 0.07% -135 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: not reported; 2024Q4: 5,822 shares; 2025Q1: 6,101 shares; 2025Q2: 6,885 shares; 2025Q3: 6,885 shares; 2025Q4: 6,885 shares; 2026Q1: 7,135 shares; 2026Q2: 7,135 shares 7,135 $317K 0.07% 0 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: 3,955 shares; 2024Q4: 3,955 shares; 2025Q1: 3,955 shares; 2025Q2: 3,955 shares; 2025Q3: 3,955 shares; 2025Q4: 3,955 shares; 2026Q1: 3,971 shares; 2026Q2: 4,025 shares 4,025 $310K 0.07% +54 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,924 shares; 2025Q1: 2,924 shares; 2025Q2: 2,924 shares; 2025Q3: 2,924 shares; 2025Q4: 2,924 shares; 2026Q1: 2,724 shares; 2026Q2: 2,724 shares 2,724 $301K 0.06% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 2,465 shares; 2026Q1: 2,465 shares; 2026Q2: 2,465 shares 2,465 $299K 0.06% 0 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: 2,109 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,201 shares; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares; 2026Q1: 2,205 shares; 2026Q2: 2,023 shares 2,023 $297K 0.06% -182 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: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405 $278K 0.06% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 953 shares; 2026Q1: 953 shares; 2026Q2: 953 shares 953 $267K 0.06% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,345 shares; 2024Q4: 2,345 shares; 2025Q1: 2,345 shares; 2025Q2: 2,345 shares; 2025Q3: 2,345 shares; 2025Q4: 2,345 shares; 2026Q1: 2,345 shares; 2026Q2: 2,345 shares 2,345 $258K 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 773 shares; 2025Q4: 970 shares; 2026Q1: not reported; 2026Q2: 691 shares 691 $258K 0.05% new Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,612 shares; 2024Q4: 2,612 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,612 shares; 2026Q2: 2,612 shares 2,612 $258K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: 1,280 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,406 shares; 2026Q2: 1,512 shares 1,512 $251K 0.05% +106 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,580 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 4,183 shares; 2026Q2: 4,183 shares 4,183 $245K 0.05% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,642 shares; 2025Q2: 3,642 shares; 2025Q3: 3,642 shares; 2025Q4: 3,642 shares; 2026Q1: 3,336 shares; 2026Q2: 3,336 shares 3,336 $241K 0.05% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 14,199 shares; 2026Q1: 8,677 shares; 2026Q2: 8,677 shares 8,677 $231K 0.05% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,178 shares; 2025Q2: 3,178 shares; 2025Q3: 3,178 shares; 2025Q4: 3,178 shares; 2026Q1: 2,907 shares; 2026Q2: 2,907 shares 2,907 $231K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,079 shares; 2026Q2: 2,210 shares 2,210 $230K 0.05% +131 Timeline FTCS 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: 2,647 shares; 2024Q4: 2,433 shares; 2025Q1: 2,433 shares; 2025Q2: 2,433 shares; 2025Q3: 2,433 shares; 2025Q4: 2,433 shares; 2026Q1: 2,433 shares; 2026Q2: 2,433 shares 2,433 $229K 0.05% 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; 2024Q3: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: 2,694 shares; 2025Q2: 2,797 shares; 2025Q3: 2,808 shares; 2025Q4: 2,774 shares; 2026Q1: 2,359 shares; 2026Q2: 2,359 shares 2,359 $227K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 821 shares; 2025Q3: 824 shares; 2025Q4: 833 shares; 2026Q1: 824 shares; 2026Q2: 824 shares 824 $223K 0.05% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $217K 0.05% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND 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: 414 shares 414 $216K 0.05% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 490 shares 490 $212K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,755 shares 1,755 $210K 0.04% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 605 shares 605 $206K 0.04% new 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: not reported; 2026Q1: not reported; 2026Q2: 171 shares 171 $201K 0.04% new Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 35,000 shares; 2026Q2: 35,000 shares 35,000 $146K 0.03% 0 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $107K 0.02% 0 Timeline