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: 176,127 shares; 2024Q4: 187,055 shares; 2025Q1: 189,551 shares; 2025Q2: 209,344 shares; 2025Q3: 210,276 shares; 2025Q4: 186,361 shares; 2026Q1: 191,036 shares; 2026Q2: 185,626 shares 185,626 $63.8M 15.26% -5,410 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,618,877 shares; 2026Q1: 1,699,658 shares; 2026Q2: 1,702,327 shares 1,702,327 $45.1M 10.79% +2,669 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 826,578 shares; 2024Q4: 811,864 shares; 2025Q1: 812,890 shares; 2025Q2: 855,462 shares; 2025Q3: 897,361 shares; 2025Q4: 874,166 shares; 2026Q1: 896,240 shares; 2026Q2: 840,472 shares 840,472 $42.5M 10.16% -55,768 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604,654 shares; 2024Q4: 598,593 shares; 2025Q1: 580,205 shares; 2025Q2: 438,873 shares; 2025Q3: 441,246 shares; 2025Q4: 371,254 shares; 2026Q1: 371,711 shares; 2026Q2: 353,954 shares 353,954 $30.3M 7.23% -17,757 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479,691 shares; 2024Q4: 514,036 shares; 2025Q1: 521,090 shares; 2025Q2: 553,090 shares; 2025Q3: 554,366 shares; 2025Q4: 281,867 shares; 2026Q1: 261,519 shares; 2026Q2: 249,745 shares 249,745 $24.7M 5.91% -11,774 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,978 shares; 2024Q4: 243,005 shares; 2025Q1: 245,854 shares; 2025Q2: 153,167 shares; 2025Q3: 151,472 shares; 2025Q4: 133,288 shares; 2026Q1: 134,078 shares; 2026Q2: 130,919 shares 130,919 $19.4M 4.64% -3,159 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,288 shares; 2025Q3: 103,278 shares; 2025Q4: 103,278 shares; 2026Q1: 103,264 shares; 2026Q2: 103,337 shares 103,337 $14.8M 3.54% +73 Timeline VGK 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: not reported; 2025Q1: not reported; 2025Q2: 147,767 shares; 2025Q3: 149,344 shares; 2025Q4: 163,899 shares; 2026Q1: 165,448 shares; 2026Q2: 163,190 shares 163,190 $14.4M 3.45% -2,258 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: 32,886 shares; 2024Q4: 23,561 shares; 2025Q1: 23,419 shares; 2025Q2: 23,756 shares; 2025Q3: 23,105 shares; 2025Q4: 21,443 shares; 2026Q1: 21,810 shares; 2026Q2: 13,528 shares 13,528 $10.1M 2.41% -8,282 Timeline EVSM 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,799 shares; 2026Q1: 199,520 shares; 2026Q2: 196,868 shares 196,868 $9.9M 2.37% -2,652 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: 136,687 shares; 2024Q4: 138,574 shares; 2025Q1: 137,229 shares; 2025Q2: 131,227 shares; 2025Q3: 131,645 shares; 2025Q4: 124,049 shares; 2026Q1: 123,762 shares; 2026Q2: 120,768 shares 120,768 $7.21M 1.72% -2,994 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,542 shares; 2024Q4: 21,989 shares; 2025Q1: 22,531 shares; 2025Q2: 24,939 shares; 2025Q3: 25,252 shares; 2025Q4: 29,487 shares; 2026Q1: 29,522 shares; 2026Q2: 28,876 shares 28,876 $4.03M 0.96% -646 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: 13,661 shares; 2024Q4: 13,933 shares; 2025Q1: 13,790 shares; 2025Q2: 13,331 shares; 2025Q3: 13,073 shares; 2025Q4: 12,968 shares; 2026Q1: 12,472 shares; 2026Q2: 12,270 shares 12,270 $3.55M 0.85% -202 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: 10,533 shares; 2024Q4: 11,417 shares; 2025Q1: 11,408 shares; 2025Q2: 11,770 shares; 2025Q3: 11,946 shares; 2025Q4: 10,492 shares; 2026Q1: 9,929 shares; 2026Q2: 9,713 shares 9,713 $3.43M 0.82% -216 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: 13,723 shares; 2024Q4: 13,657 shares; 2025Q1: 13,763 shares; 2025Q2: 13,427 shares; 2025Q3: 13,186 shares; 2025Q4: 12,996 shares; 2026Q1: 12,971 shares; 2026Q2: 13,106 shares 13,106 $3.3M 0.79% +135 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: 24,215 shares; 2024Q4: 25,179 shares; 2025Q1: 25,768 shares; 2025Q2: 25,707 shares; 2025Q3: 25,035 shares; 2025Q4: 27,457 shares; 2026Q1: 23,383 shares; 2026Q2: 22,750 shares 22,750 $3.11M 0.74% -633 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: 18,820 shares; 2024Q4: 18,996 shares; 2025Q1: 18,965 shares; 2025Q2: 16,166 shares; 2025Q3: 16,058 shares; 2025Q4: 14,641 shares; 2026Q1: 15,068 shares; 2026Q2: 14,816 shares 14,816 $2.96M 0.71% -252 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: 2,628 shares; 2024Q4: 2,842 shares; 2025Q1: 3,030 shares; 2025Q2: 3,241 shares; 2025Q3: 3,287 shares; 2025Q4: 4,205 shares; 2026Q1: 4,171 shares; 2026Q2: 4,068 shares 4,068 $2.94M 0.7% -103 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: 5,295 shares; 2024Q4: 6,067 shares; 2025Q1: 6,139 shares; 2025Q2: 6,195 shares; 2025Q3: 5,915 shares; 2025Q4: 4,915 shares; 2026Q1: 5,732 shares; 2026Q2: 7,463 shares 7,463 $2.82M 0.67% +1,731 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,719 shares; 2024Q4: 3,719 shares; 2025Q1: 3,792 shares; 2025Q2: 3,699 shares; 2025Q3: 3,699 shares; 2025Q4: 3,683 shares; 2026Q1: 3,679 shares; 2026Q2: 3,681 shares 3,681 $2.76M 0.66% +2 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,328 shares; 2024Q4: 10,572 shares; 2025Q1: 10,596 shares; 2025Q2: 10,270 shares; 2025Q3: 10,138 shares; 2025Q4: 10,617 shares; 2026Q1: 10,343 shares; 2026Q2: 10,403 shares 10,403 $2.64M 0.63% +60 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: 7,593 shares; 2024Q4: 8,145 shares; 2025Q1: 8,164 shares; 2025Q2: 8,517 shares; 2025Q3: 8,678 shares; 2025Q4: 7,289 shares; 2026Q1: 7,929 shares; 2026Q2: 7,357 shares 7,357 $2.63M 0.63% -572 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,236 shares; 2024Q4: 10,942 shares; 2025Q1: 11,021 shares; 2025Q2: 10,570 shares; 2025Q3: 10,664 shares; 2025Q4: 10,863 shares; 2026Q1: 10,772 shares; 2026Q2: 11,021 shares 11,021 $2.63M 0.63% +249 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,035 shares; 2024Q4: 23,035 shares; 2025Q1: 23,035 shares; 2025Q2: 23,035 shares; 2025Q3: 23,035 shares; 2025Q4: 23,035 shares; 2026Q1: 23,035 shares; 2026Q2: 23,035 shares 23,035 $2.52M 0.6% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,380 shares; 2024Q4: 55,380 shares; 2025Q1: 55,380 shares; 2025Q2: 55,380 shares; 2025Q3: 55,380 shares; 2025Q4: 55,380 shares; 2026Q1: 55,380 shares; 2026Q2: 55,380 shares 55,380 $2.45M 0.59% 0 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: 7,263 shares; 2024Q4: 7,394 shares; 2025Q1: 7,361 shares; 2025Q2: 7,394 shares; 2025Q3: 7,212 shares; 2025Q4: 7,273 shares; 2026Q1: 6,558 shares; 2026Q2: 6,529 shares 6,529 $2.44M 0.58% -29 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: 1,744 shares; 2024Q4: 1,800 shares; 2025Q1: 1,741 shares; 2025Q2: 1,846 shares; 2025Q3: 1,742 shares; 2025Q4: 2,022 shares; 2026Q1: 1,921 shares; 2026Q2: 1,952 shares 1,952 $2.34M 0.56% +31 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,099 shares; 2024Q4: 27,499 shares; 2025Q1: 27,852 shares; 2025Q2: 27,480 shares; 2025Q3: 28,261 shares; 2025Q4: 29,258 shares; 2026Q1: 28,187 shares; 2026Q2: 27,940 shares 27,940 $2.27M 0.54% -247 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,641 shares; 2025Q3: 48,152 shares; 2025Q4: 42,585 shares; 2026Q1: 39,638 shares; 2026Q2: 39,241 shares 39,241 $2.26M 0.54% -397 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: 5,893 shares; 2024Q4: 6,038 shares; 2025Q1: 5,986 shares; 2025Q2: 6,069 shares; 2025Q3: 6,144 shares; 2025Q4: 5,981 shares; 2026Q1: 6,003 shares; 2026Q2: 5,917 shares 5,917 $2.21M 0.53% -86 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: 6,605 shares; 2024Q4: 6,625 shares; 2025Q1: 6,611 shares; 2025Q2: 6,620 shares; 2025Q3: 6,423 shares; 2025Q4: 6,388 shares; 2026Q1: 6,397 shares; 2026Q2: 6,671 shares 6,671 $2.18M 0.52% +274 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 1,668 shares; 2026Q1: 1,632 shares; 2026Q2: 1,870 shares 1,870 $2.16M 0.52% +238 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: 15,472 shares; 2024Q4: 15,830 shares; 2025Q1: 15,782 shares; 2025Q2: 15,159 shares; 2025Q3: 15,309 shares; 2025Q4: 15,434 shares; 2026Q1: 15,428 shares; 2026Q2: 15,623 shares 15,623 $2.01M 0.48% +195 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: 2,411 shares; 2024Q4: 2,692 shares; 2025Q1: 2,808 shares; 2025Q2: 3,379 shares; 2025Q3: 3,588 shares; 2025Q4: 3,210 shares; 2026Q1: 3,179 shares; 2026Q2: 3,430 shares 3,430 $1.99M 0.48% +251 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: 8,314 shares; 2024Q4: 7,709 shares; 2025Q1: 7,709 shares; 2025Q2: 7,627 shares; 2025Q3: 7,538 shares; 2025Q4: 7,538 shares; 2026Q1: 7,538 shares; 2026Q2: 6,338 shares 6,338 $1.9M 0.46% -1,200 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,857 shares; 2024Q4: 78,666 shares; 2025Q1: 76,820 shares; 2025Q2: 78,082 shares; 2025Q3: 76,594 shares; 2025Q4: 77,459 shares; 2026Q1: 75,077 shares; 2026Q2: 75,246 shares 75,246 $1.88M 0.45% +169 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: 14,807 shares; 2024Q4: 15,215 shares; 2025Q1: 15,211 shares; 2025Q2: 15,799 shares; 2025Q3: 15,817 shares; 2025Q4: 15,405 shares; 2026Q1: 15,456 shares; 2026Q2: 15,426 shares 15,426 $1.81M 0.43% -30 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: 2,682 shares; 2024Q4: 2,859 shares; 2025Q1: 2,885 shares; 2025Q2: 2,962 shares; 2025Q3: 2,990 shares; 2025Q4: 3,147 shares; 2026Q1: 3,140 shares; 2026Q2: 3,102 shares 3,102 $1.75M 0.42% -38 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,759 shares; 2024Q4: 5,843 shares; 2025Q1: 5,886 shares; 2025Q2: 5,971 shares; 2025Q3: 5,967 shares; 2025Q4: 6,109 shares; 2026Q1: 6,075 shares; 2026Q2: 6,147 shares 6,147 $1.67M 0.4% +72 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: 3,556 shares; 2024Q4: 4,002 shares; 2025Q1: 4,022 shares; 2025Q2: 3,986 shares; 2025Q3: 3,947 shares; 2025Q4: 4,218 shares; 2026Q1: 4,168 shares; 2026Q2: 4,524 shares 4,524 $1.55M 0.37% +356 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,615 shares; 2024Q4: 43,844 shares; 2025Q1: 43,717 shares; 2025Q2: 41,438 shares; 2025Q3: 39,637 shares; 2025Q4: 38,581 shares; 2026Q1: 37,244 shares; 2026Q2: 36,571 shares 36,571 $1.52M 0.36% -673 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,940 shares; 2024Q4: 2,501 shares; 2025Q1: 2,482 shares; 2025Q2: 2,334 shares; 2025Q3: 2,206 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares; 2026Q2: 2,148 shares 2,148 $1.51M 0.36% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,158 shares; 2024Q4: 3,256 shares; 2025Q1: 3,285 shares; 2025Q2: 3,346 shares; 2025Q3: 3,356 shares; 2025Q4: 3,340 shares; 2026Q1: 3,336 shares; 2026Q2: 3,306 shares 3,306 $1.43M 0.34% -30 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515,241 shares; 2024Q4: 528,671 shares; 2025Q1: 535,136 shares; 2025Q2: 552,759 shares; 2025Q3: 551,508 shares; 2025Q4: 74,281 shares; 2026Q1: 62,983 shares; 2026Q2: 56,664 shares 56,664 $1.42M 0.34% -6,319 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: 4,909 shares; 2024Q4: 4,030 shares; 2025Q1: 3,885 shares; 2025Q2: 3,771 shares; 2025Q3: 3,771 shares; 2025Q4: 7,504 shares; 2026Q1: 7,504 shares; 2026Q2: 7,347 shares 7,347 $1.4M 0.33% -157 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: 2,045 shares; 2024Q4: 2,183 shares; 2025Q1: 2,219 shares; 2025Q2: 2,253 shares; 2025Q3: 2,153 shares; 2025Q4: 2,282 shares; 2026Q1: 2,268 shares; 2026Q2: 2,776 shares 2,776 $1.39M 0.33% +508 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: 13,921 shares; 2024Q4: 13,196 shares; 2025Q1: 13,196 shares; 2025Q2: 13,190 shares; 2025Q3: 13,190 shares; 2025Q4: 13,190 shares; 2026Q1: 13,190 shares; 2026Q2: 13,190 shares 13,190 $1.37M 0.33% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 364 shares; 2025Q1: 381 shares; 2025Q2: 461 shares; 2025Q3: 467 shares; 2025Q4: 453 shares; 2026Q1: 456 shares; 2026Q2: 4,454 shares 4,454 $1.34M 0.32% +3,998 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares; 2026Q2: 2,525 shares 2,525 $1.32M 0.32% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,141 shares; 2026Q1: 1,141 shares; 2026Q2: 1,101 shares 1,101 $1.29M 0.31% -40 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: 14,193 shares; 2024Q4: 14,363 shares; 2025Q1: 14,360 shares; 2025Q2: 14,707 shares; 2025Q3: 14,387 shares; 2025Q4: 14,570 shares; 2026Q1: 14,100 shares; 2026Q2: 13,987 shares 13,987 $1.27M 0.3% -113 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: 6,815 shares; 2024Q4: 6,911 shares; 2025Q1: 6,936 shares; 2025Q2: 6,647 shares; 2025Q3: 6,530 shares; 2025Q4: 6,558 shares; 2026Q1: 6,558 shares; 2026Q2: 6,493 shares 6,493 $1.23M 0.29% -65 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,019 shares; 2024Q4: 4,054 shares; 2025Q1: 4,060 shares; 2025Q2: 3,857 shares; 2025Q3: 3,734 shares; 2025Q4: 3,626 shares; 2026Q1: 3,628 shares; 2026Q2: 3,621 shares 3,621 $1.22M 0.29% -7 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: 3,066 shares; 2024Q4: 3,394 shares; 2025Q1: 3,414 shares; 2025Q2: 3,406 shares; 2025Q3: 3,477 shares; 2025Q4: 2,897 shares; 2026Q1: 2,870 shares; 2026Q2: 2,898 shares 2,898 $1.22M 0.29% +28 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155 shares; 2024Q4: 1,271 shares; 2025Q1: 1,355 shares; 2025Q2: 1,268 shares; 2025Q3: 1,299 shares; 2025Q4: 1,329 shares; 2026Q1: 1,114 shares; 2026Q2: 1,107 shares 1,107 $1.18M 0.28% -7 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,652 shares; 2024Q4: 1,728 shares; 2025Q1: 1,753 shares; 2025Q2: 1,850 shares; 2025Q3: 1,825 shares; 2025Q4: 1,960 shares; 2026Q1: 1,923 shares; 2026Q2: 1,974 shares 1,974 $1.01M 0.24% +51 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 1,743 shares; 2025Q1: 1,746 shares; 2025Q2: 1,888 shares; 2025Q3: 1,916 shares; 2025Q4: 2,229 shares; 2026Q1: 2,211 shares; 2026Q2: 2,426 shares 2,426 $1.01M 0.24% +215 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: 539 shares; 2025Q4: 1,274 shares; 2026Q1: 1,404 shares; 2026Q2: 8,383 shares 8,383 $1M 0.24% +6,979 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,069 shares; 2024Q4: 7,906 shares; 2025Q1: 7,978 shares; 2025Q2: 8,970 shares; 2025Q3: 8,756 shares; 2025Q4: 9,210 shares; 2026Q1: 8,820 shares; 2026Q2: 8,399 shares 8,399 $951K 0.23% -421 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,605 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares; 2026Q1: 3,605 shares; 2026Q2: 3,605 shares 3,605 $888K 0.21% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,580 shares; 2024Q4: 2,705 shares; 2025Q1: 2,716 shares; 2025Q2: 4,535 shares; 2025Q3: 4,553 shares; 2025Q4: 4,316 shares; 2026Q1: 4,255 shares; 2026Q2: 4,242 shares 4,242 $851K 0.2% -13 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,919 shares; 2025Q4: 1,919 shares; 2026Q1: 1,905 shares; 2026Q2: 1,714 shares 1,714 $829K 0.2% -191 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,848 shares; 2024Q4: 4,071 shares; 2025Q1: 4,099 shares; 2025Q2: 4,209 shares; 2025Q3: 4,282 shares; 2025Q4: 4,740 shares; 2026Q1: 4,597 shares; 2026Q2: 5,431 shares 5,431 $796K 0.19% +834 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,965 shares; 2024Q4: 3,356 shares; 2025Q1: 3,459 shares; 2025Q2: 4,217 shares; 2025Q3: 4,919 shares; 2025Q4: 5,460 shares; 2026Q1: 4,952 shares; 2026Q2: 4,745 shares 4,745 $787K 0.19% -207 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,288 shares; 2024Q4: 12,038 shares; 2025Q1: 12,834 shares; 2025Q2: 14,272 shares; 2025Q3: 14,872 shares; 2025Q4: 16,826 shares; 2026Q1: 18,630 shares; 2026Q2: 17,135 shares 17,135 $773K 0.18% -1,495 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,865 shares; 2024Q4: 3,003 shares; 2025Q1: not reported; 2025Q2: 2,916 shares; 2025Q3: 2,938 shares; 2025Q4: 2,405 shares; 2026Q1: 2,644 shares; 2026Q2: 2,558 shares 2,558 $762K 0.18% -86 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,900 shares; 2024Q4: 15,900 shares; 2025Q1: 15,900 shares; 2025Q2: 15,900 shares; 2025Q3: 15,900 shares; 2025Q4: 15,900 shares; 2026Q1: 15,900 shares; 2026Q2: 15,900 shares 15,900 $756K 0.18% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 1,999 shares; 2025Q1: 1,978 shares; 2025Q2: 2,007 shares; 2025Q3: 1,941 shares; 2025Q4: 2,055 shares; 2026Q1: 2,011 shares; 2026Q2: 2,141 shares 2,141 $755K 0.18% +130 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229 shares; 2024Q4: 1,305 shares; 2025Q1: 1,341 shares; 2025Q2: 1,824 shares; 2025Q3: 1,824 shares; 2025Q4: 1,758 shares; 2026Q1: 1,765 shares; 2026Q2: 1,831 shares 1,831 $727K 0.17% +66 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: 638 shares; 2024Q4: 687 shares; 2025Q1: 700 shares; 2025Q2: 746 shares; 2025Q3: 728 shares; 2025Q4: 711 shares; 2026Q1: 717 shares; 2026Q2: 764 shares 764 $715K 0.17% +47 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,679 shares; 2024Q4: 15,679 shares; 2025Q1: 15,679 shares; 2025Q2: 14,851 shares; 2025Q3: 14,851 shares; 2025Q4: 14,851 shares; 2026Q1: 14,851 shares; 2026Q2: 14,851 shares 14,851 $712K 0.17% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,470 shares; 2024Q4: 10,417 shares; 2025Q1: 10,417 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares; 2026Q2: 10,400 shares 10,400 $711K 0.17% 0 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: 11,438 shares; 2024Q4: 11,421 shares; 2025Q1: 11,490 shares; 2025Q2: 11,980 shares; 2025Q3: 11,980 shares; 2025Q4: 11,986 shares; 2026Q1: 11,635 shares; 2026Q2: 12,404 shares 12,404 $707K 0.17% +769 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: 6,762 shares; 2024Q4: 7,309 shares; 2025Q1: 7,380 shares; 2025Q2: 8,088 shares; 2025Q3: 8,144 shares; 2025Q4: 8,270 shares; 2026Q1: 8,185 shares; 2026Q2: 8,459 shares 8,459 $699K 0.17% +274 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,663 shares; 2024Q4: 1,708 shares; 2025Q1: 1,701 shares; 2025Q2: 1,774 shares; 2025Q3: 1,725 shares; 2025Q4: 1,642 shares; 2026Q1: 1,735 shares; 2026Q2: 1,707 shares 1,707 $695K 0.17% -28 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,222 shares; 2024Q4: 4,364 shares; 2025Q1: 4,364 shares; 2025Q2: 4,551 shares; 2025Q3: 4,603 shares; 2025Q4: 4,770 shares; 2026Q1: 4,803 shares; 2026Q2: 4,929 shares 4,929 $644K 0.15% +126 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,543 shares; 2024Q4: 10,543 shares; 2025Q1: 10,543 shares; 2025Q2: 10,543 shares; 2025Q3: 10,543 shares; 2025Q4: 10,543 shares; 2026Q1: 10,543 shares; 2026Q2: 10,543 shares 10,543 $585K 0.14% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,298 shares; 2024Q4: 2,507 shares; 2025Q1: 2,590 shares; 2025Q2: 2,760 shares; 2025Q3: 2,678 shares; 2025Q4: 2,886 shares; 2026Q1: 2,916 shares; 2026Q2: 2,969 shares 2,969 $537K 0.13% +53 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,855 shares; 2024Q4: 19,449 shares; 2025Q1: 19,477 shares; 2025Q2: 20,532 shares; 2025Q3: 20,887 shares; 2025Q4: 24,987 shares; 2026Q1: 24,721 shares; 2026Q2: 24,230 shares 24,230 $502K 0.12% -491 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: 109,205 shares; 2024Q4: 109,594 shares; 2025Q1: 109,779 shares; 2025Q2: 109,809 shares; 2025Q3: 3,777 shares; 2025Q4: 3,359 shares; 2026Q1: 3,088 shares; 2026Q2: 3,384 shares 3,384 $496K 0.12% +296 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,775 shares; 2024Q4: 2,871 shares; 2025Q1: 2,871 shares; 2025Q2: 2,902 shares; 2025Q3: 2,809 shares; 2025Q4: 2,629 shares; 2026Q1: 2,706 shares; 2026Q2: 3,122 shares 3,122 $489K 0.12% +416 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,396 shares; 2024Q4: 1,306 shares; 2025Q1: 1,280 shares; 2025Q2: 1,254 shares; 2025Q3: 1,181 shares; 2025Q4: 1,188 shares; 2026Q1: 1,205 shares; 2026Q2: 1,138 shares 1,138 $485K 0.12% -67 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,017 shares; 2026Q2: 1,897 shares 1,897 $485K 0.12% -120 Timeline JPIB 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: 50,149 shares; 2024Q4: 35,630 shares; 2025Q1: 29,885 shares; 2025Q2: 25,071 shares; 2025Q3: 24,933 shares; 2025Q4: 13,926 shares; 2026Q1: 12,622 shares; 2026Q2: 9,551 shares 9,551 $462K 0.11% -3,071 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: 4,542 shares; 2024Q4: 13,626 shares; 2025Q1: 14,076 shares; 2025Q2: 14,082 shares; 2025Q3: 14,082 shares; 2025Q4: 14,501 shares; 2026Q1: 14,501 shares; 2026Q2: 14,501 shares 14,501 $460K 0.11% 0 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: 2,169 shares; 2024Q4: 2,216 shares; 2025Q1: 2,194 shares; 2025Q2: 2,161 shares; 2025Q3: 2,161 shares; 2025Q4: 2,175 shares; 2026Q1: 2,180 shares; 2026Q2: 2,191 shares 2,191 $458K 0.11% +11 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 994 shares; 2024Q4: 1,042 shares; 2025Q1: 1,036 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 937 shares; 2026Q1: 938 shares; 2026Q2: 996 shares 996 $457K 0.11% +58 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: 1,051 shares; 2026Q2: 1,035 shares 1,035 $448K 0.11% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,166 shares; 2025Q3: 1,178 shares; 2025Q4: 1,224 shares; 2026Q1: 1,682 shares; 2026Q2: 1,307 shares 1,307 $446K 0.11% -375 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,755 shares; 2024Q4: 2,646 shares; 2025Q1: 2,630 shares; 2025Q2: 2,632 shares; 2025Q3: 2,638 shares; 2025Q4: 2,550 shares; 2026Q1: 2,208 shares; 2026Q2: 1,964 shares 1,964 $440K 0.11% -244 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,075 shares; 2024Q4: 4,299 shares; 2025Q1: 4,526 shares; 2025Q2: 5,082 shares; 2025Q3: 4,766 shares; 2025Q4: 4,836 shares; 2026Q1: 4,912 shares; 2026Q2: 4,907 shares 4,907 $431K 0.1% -5 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,205 shares; 2025Q1: 1,233 shares; 2025Q2: 1,291 shares; 2025Q3: 1,376 shares; 2025Q4: 1,355 shares; 2026Q1: 1,377 shares; 2026Q2: 1,434 shares 1,434 $427K 0.1% +57 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 1,644 shares; 2025Q1: 1,645 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,356 shares; 2026Q1: 1,352 shares; 2026Q2: 1,276 shares 1,276 $423K 0.1% -76 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563 shares; 2024Q4: 575 shares; 2025Q1: 566 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 5,598 shares; 2026Q1: 5,929 shares; 2026Q2: 5,906 shares 5,906 $422K 0.1% -23 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: 1,668 shares; 2024Q4: 1,897 shares; 2025Q1: 1,951 shares; 2025Q2: 2,113 shares; 2025Q3: 1,998 shares; 2025Q4: 1,992 shares; 2026Q1: 1,944 shares; 2026Q2: 2,238 shares 2,238 $414K 0.1% +294 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 575 shares; 2025Q3: 560 shares; 2025Q4: 561 shares; 2026Q1: 568 shares; 2026Q2: 539 shares 539 $411K 0.1% -29 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 904 shares; 2024Q4: 932 shares; 2025Q1: 934 shares; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 888 shares; 2026Q1: 890 shares; 2026Q2: 908 shares 908 $411K 0.1% +18 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,593 shares; 2024Q4: 9,113 shares; 2025Q1: 8,932 shares; 2025Q2: 8,707 shares; 2025Q3: 8,581 shares; 2025Q4: 9,323 shares; 2026Q1: 9,377 shares; 2026Q2: 9,587 shares 9,587 $406K 0.1% +210 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 722 shares; 2024Q4: 714 shares; 2025Q1: 718 shares; 2025Q2: 647 shares; 2025Q3: 605 shares; 2025Q4: 669 shares; 2026Q1: 676 shares; 2026Q2: 796 shares 796 $399K 0.1% +120 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,507 shares; 2025Q3: 4,659 shares; 2025Q4: 4,842 shares; 2026Q1: 4,809 shares; 2026Q2: 5,106 shares 5,106 $394K 0.09% +297 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,968 shares; 2024Q4: 2,460 shares; 2025Q1: 2,597 shares; 2025Q2: 2,697 shares; 2025Q3: 2,402 shares; 2025Q4: 2,764 shares; 2026Q1: 2,806 shares; 2026Q2: 2,892 shares 2,892 $392K 0.09% +86 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,628 shares; 2026Q1: 3,556 shares; 2026Q2: 3,603 shares 3,603 $373K 0.09% +47 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,464 shares; 2024Q4: 1,627 shares; 2025Q1: 1,634 shares; 2025Q2: 1,715 shares; 2025Q3: 1,630 shares; 2025Q4: 1,645 shares; 2026Q1: 1,323 shares; 2026Q2: 1,650 shares 1,650 $364K 0.09% +327 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 1,409 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,389 shares 1,389 $362K 0.09% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 334 shares; 2026Q1: 331 shares; 2026Q2: 354 shares 354 $358K 0.09% +23 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: 824 shares; 2024Q4: 867 shares; 2025Q1: 905 shares; 2025Q2: 890 shares; 2025Q3: 892 shares; 2025Q4: 980 shares; 2026Q1: 1,134 shares; 2026Q2: 1,028 shares 1,028 $350K 0.08% -106 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,553 shares; 2026Q1: 1,564 shares; 2026Q2: 1,557 shares 1,557 $347K 0.08% -7 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,983 shares; 2024Q4: 3,131 shares; 2025Q1: 3,119 shares; 2025Q2: 2,853 shares; 2025Q3: 2,843 shares; 2025Q4: 2,780 shares; 2026Q1: 2,905 shares; 2026Q2: 2,911 shares 2,911 $344K 0.08% +6 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 257 shares; 2026Q2: 242 shares 242 $335K 0.08% -15 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,949 shares; 2024Q4: 1,973 shares; 2025Q1: 1,819 shares; 2025Q2: 2,002 shares; 2025Q3: 1,927 shares; 2025Q4: 2,410 shares; 2026Q1: 2,150 shares; 2026Q2: 2,453 shares 2,453 $332K 0.08% +303 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499 shares; 2024Q4: 580 shares; 2025Q1: 596 shares; 2025Q2: 660 shares; 2025Q3: 858 shares; 2025Q4: 684 shares; 2026Q1: 636 shares; 2026Q2: 739 shares 739 $330K 0.08% +103 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,745 shares; 2025Q1: 2,758 shares; 2025Q2: 2,871 shares; 2025Q3: 3,146 shares; 2025Q4: 3,385 shares; 2026Q1: 3,388 shares; 2026Q2: 3,368 shares 3,368 $327K 0.08% -20 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,020 shares; 2024Q4: 2,973 shares; 2025Q1: 2,932 shares; 2025Q2: 2,973 shares; 2025Q3: 2,820 shares; 2025Q4: 2,911 shares; 2026Q1: 2,953 shares; 2026Q2: 2,968 shares 2,968 $320K 0.08% +15 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846 shares; 2024Q4: 875 shares; 2025Q1: 893 shares; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 951 shares; 2026Q1: 1,031 shares; 2026Q2: 882 shares 882 $319K 0.08% -149 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,999 shares; 2025Q3: 3,191 shares; 2025Q4: 3,140 shares; 2026Q1: 3,197 shares; 2026Q2: 3,488 shares 3,488 $318K 0.08% +291 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,380 shares; 2024Q4: 3,578 shares; 2025Q1: 3,707 shares; 2025Q2: 3,315 shares; 2025Q3: 3,658 shares; 2025Q4: 3,536 shares; 2026Q1: 3,557 shares; 2026Q2: 3,712 shares 3,712 $314K 0.08% +155 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 481 shares; 2026Q1: 478 shares; 2026Q2: 439 shares 439 $313K 0.07% -39 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,008 shares; 2024Q4: 2,408 shares; 2025Q1: 2,460 shares; 2025Q2: not reported; 2025Q3: 2,160 shares; 2025Q4: 2,774 shares; 2026Q1: 2,854 shares; 2026Q2: 2,998 shares 2,998 $312K 0.07% +144 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397 shares; 2024Q4: 1,530 shares; 2025Q1: 1,532 shares; 2025Q2: 1,503 shares; 2025Q3: 1,220 shares; 2025Q4: 1,253 shares; 2026Q1: 1,258 shares; 2026Q2: 1,614 shares 1,614 $307K 0.07% +356 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,120 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,287 shares; 2025Q3: 1,133 shares; 2025Q4: 1,394 shares; 2026Q1: 1,199 shares; 2026Q2: 1,105 shares 1,105 $299K 0.07% -94 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,136 shares; 2024Q4: 10,503 shares; 2025Q1: 10,410 shares; 2025Q2: 11,268 shares; 2025Q3: 11,030 shares; 2025Q4: 12,162 shares; 2026Q1: 9,232 shares; 2026Q2: 9,275 shares 9,275 $297K 0.07% +43 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 3,120 shares 3,120 $295K 0.07% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW 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: 2,248 shares; 2026Q1: 2,231 shares; 2026Q2: 2,238 shares 2,238 $283K 0.07% +7 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: 2,701 shares; 2025Q2: 2,612 shares; 2025Q3: 2,707 shares; 2025Q4: 2,730 shares; 2026Q1: 2,732 shares; 2026Q2: 2,998 shares 2,998 $277K 0.07% +266 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: 2,116 shares; 2024Q4: 2,391 shares; 2025Q1: 2,410 shares; 2025Q2: 2,785 shares; 2025Q3: 2,680 shares; 2025Q4: 2,610 shares; 2026Q1: 2,561 shares; 2026Q2: 2,870 shares 2,870 $276K 0.07% +309 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 989 shares; 2025Q1: 958 shares; 2025Q2: 856 shares; 2025Q3: 862 shares; 2025Q4: 1,045 shares; 2026Q1: 1,633 shares; 2026Q2: 964 shares 964 $271K 0.06% -669 Timeline JMST 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: 186,836 shares; 2024Q4: 191,229 shares; 2025Q1: 207,686 shares; 2025Q2: 220,743 shares; 2025Q3: 206,571 shares; 2025Q4: 23,018 shares; 2026Q1: 15,563 shares; 2026Q2: 5,313 shares 5,313 $271K 0.06% -10,250 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,224 shares; 2025Q3: not reported; 2025Q4: 3,535 shares; 2026Q1: 3,512 shares; 2026Q2: 3,578 shares 3,578 $266K 0.06% +66 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,909 shares; 2025Q3: 2,878 shares; 2025Q4: 2,265 shares; 2026Q1: 2,310 shares; 2026Q2: 2,264 shares 2,264 $264K 0.06% -46 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 725 shares; 2025Q1: 717 shares; 2025Q2: 621 shares; 2025Q3: 708 shares; 2025Q4: 738 shares; 2026Q1: 761 shares; 2026Q2: 650 shares 650 $258K 0.06% -111 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,154 shares; 2026Q1: 1,154 shares; 2026Q2: 1,201 shares 1,201 $256K 0.06% +47 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 875 shares; 2026Q1: 859 shares; 2026Q2: 850 shares 850 $251K 0.06% -9 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 743 shares 743 $249K 0.06% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,806 shares; 2026Q1: 1,821 shares; 2026Q2: 1,808 shares 1,808 $247K 0.06% -13 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: 4,108 shares; 2024Q4: 4,048 shares; 2025Q1: 3,456 shares; 2025Q2: 4,604 shares; 2025Q3: 4,604 shares; 2025Q4: 4,806 shares; 2026Q1: 4,458 shares; 2026Q2: 4,169 shares 4,169 $246K 0.06% -289 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,550 shares 1,550 $238K 0.06% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,336 shares; 2024Q4: 1,356 shares; 2025Q1: 1,378 shares; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,391 shares 1,391 $237K 0.06% -39 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 979 shares; 2026Q1: 976 shares; 2026Q2: 989 shares 989 $235K 0.06% +13 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890 shares; 2024Q4: 1,024 shares; 2025Q1: 1,025 shares; 2025Q2: 1,347 shares; 2025Q3: 1,330 shares; 2025Q4: 1,101 shares; 2026Q1: 1,094 shares; 2026Q2: 1,133 shares 1,133 $232K 0.06% +39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 314 shares 314 $231K 0.06% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 3,722 shares; 2026Q2: 3,650 shares 3,650 $230K 0.05% -72 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: 1,449 shares; 2024Q4: 1,449 shares; 2025Q1: 1,449 shares; 2025Q2: not reported; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares; 2026Q2: 2,848 shares 2,848 $229K 0.05% +2,136 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 696 shares; 2025Q4: 744 shares; 2026Q1: 723 shares; 2026Q2: 720 shares 720 $227K 0.05% -3 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: 628 shares; 2024Q4: 665 shares; 2025Q1: 669 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 710 shares; 2026Q1: 707 shares; 2026Q2: 714 shares 714 $225K 0.05% +7 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,404 shares; 2025Q1: 3,088 shares; 2025Q2: not reported; 2025Q3: 1,684 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,311 shares 1,311 $223K 0.05% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: not reported; 2026Q1: 732 shares; 2026Q2: 698 shares 698 $222K 0.05% -34 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 2,259 shares; 2025Q1: 2,267 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 1,854 shares; 2026Q1: 1,827 shares; 2026Q2: 1,791 shares 1,791 $220K 0.05% -36 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: 2,196 shares; 2025Q1: 2,230 shares; 2025Q2: 2,305 shares; 2025Q3: 2,214 shares; 2025Q4: 1,846 shares; 2026Q1: not reported; 2026Q2: 2,242 shares 2,242 $220K 0.05% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,951 shares; 2025Q4: 2,926 shares; 2026Q1: 2,985 shares; 2026Q2: 2,895 shares 2,895 $220K 0.05% -90 Timeline FFIV F5 INC More: the full row for F5 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: 525 shares 525 $218K 0.05% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,981 shares; 2026Q1: 1,923 shares; 2026Q2: 1,906 shares 1,906 $216K 0.05% -17 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,281 shares 2,281 $216K 0.05% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 322 shares; 2025Q4: 303 shares; 2026Q1: not reported; 2026Q2: 189 shares 189 $214K 0.05% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 565 shares 565 $212K 0.05% new Timeline JPST 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: 7,725 shares; 2024Q4: 4,115 shares; 2025Q1: 4,115 shares; 2025Q2: 4,115 shares; 2025Q3: 4,115 shares; 2025Q4: 4,115 shares; 2026Q1: 4,115 shares; 2026Q2: 4,115 shares 4,115 $208K 0.05% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC 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: 401 shares 401 $208K 0.05% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,068 shares; 2025Q2: 3,343 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,551 shares 3,551 $205K 0.05% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,641 shares; 2025Q3: 2,641 shares; 2025Q4: 2,624 shares; 2026Q1: 2,976 shares; 2026Q2: 2,823 shares 2,823 $204K 0.05% -153 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,180 shares; 2024Q4: not reported; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,830 shares; 2025Q4: 3,830 shares; 2026Q1: 3,830 shares; 2026Q2: 3,830 shares 3,830 $201K 0.05% 0 Timeline