DFUS 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: 2,363,926 shares; 2024Q4: 2,343,045 shares; 2025Q1: 2,482,654 shares; 2025Q2: 2,730,367 shares; 2025Q3: 2,952,158 shares; 2025Q4: 3,168,425 shares; 2026Q1: 3,321,432 shares; 2026Q2: 3,829,125 shares 3,829,125 $314M 13.58% +507,693 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,353,208 shares; 2024Q4: 2,402,548 shares; 2025Q1: 2,462,758 shares; 2025Q2: 2,373,334 shares; 2025Q3: 2,456,384 shares; 2025Q4: 2,555,837 shares; 2026Q1: 2,595,074 shares; 2026Q2: 2,820,974 shares 2,820,974 $232M 10.05% +225,900 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,243,112 shares; 2024Q4: 2,287,765 shares; 2025Q1: 2,475,796 shares; 2025Q2: 2,741,948 shares; 2025Q3: 3,041,107 shares; 2025Q4: 3,319,491 shares; 2026Q1: 3,464,039 shares; 2026Q2: 4,044,731 shares 4,044,731 $223M 9.63% +580,692 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 797,648 shares; 2024Q4: 802,656 shares; 2025Q1: 865,098 shares; 2025Q2: 915,454 shares; 2025Q3: 1,033,176 shares; 2025Q4: 1,144,995 shares; 2026Q1: 1,212,762 shares; 2026Q2: 1,388,724 shares 1,388,724 $173M 7.5% +175,962 Timeline DUHP 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: 601,099 shares; 2024Q4: 718,205 shares; 2025Q1: 1,010,553 shares; 2025Q2: 1,388,309 shares; 2025Q3: 1,795,077 shares; 2025Q4: 2,192,684 shares; 2026Q1: 2,516,301 shares; 2026Q2: 3,354,088 shares 3,354,088 $140M 6.06% +837,787 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: 1,929,916 shares; 2024Q4: 2,001,392 shares; 2025Q1: 2,057,834 shares; 2025Q2: 2,003,861 shares; 2025Q3: 2,092,128 shares; 2025Q4: 2,259,558 shares; 2026Q1: 2,362,453 shares; 2026Q2: 2,382,827 shares 2,382,827 $106M 4.57% +20,374 Timeline DFAE 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: 897,282 shares; 2024Q4: 1,115,590 shares; 2025Q1: 1,366,603 shares; 2025Q2: 1,509,084 shares; 2025Q3: 1,718,626 shares; 2025Q4: 1,949,400 shares; 2026Q1: 2,056,150 shares; 2026Q2: 2,436,573 shares 2,436,573 $98M 4.24% +380,423 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,311,941 shares; 2024Q4: 1,372,127 shares; 2025Q1: 1,422,982 shares; 2025Q2: 1,495,634 shares; 2025Q3: 1,565,367 shares; 2025Q4: 1,629,209 shares; 2026Q1: 1,611,107 shares; 2026Q2: 1,786,134 shares 1,786,134 $96.5M 4.17% +175,027 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150,985 shares; 2024Q4: 1,338,925 shares; 2025Q1: 1,619,556 shares; 2025Q2: 1,934,020 shares; 2025Q3: 2,258,395 shares; 2025Q4: 2,654,516 shares; 2026Q1: 2,784,684 shares; 2026Q2: 2,805,784 shares 2,805,784 $81.3M 3.52% +21,100 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: 632,655 shares; 2024Q4: 649,432 shares; 2025Q1: 663,126 shares; 2025Q2: 674,075 shares; 2025Q3: 689,289 shares; 2025Q4: 699,750 shares; 2026Q1: 697,531 shares; 2026Q2: 749,670 shares 749,670 $77.3M 3.34% +52,139 Timeline DIHP 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: 590,790 shares; 2024Q4: 717,758 shares; 2025Q1: 853,965 shares; 2025Q2: 995,438 shares; 2025Q3: 1,136,506 shares; 2025Q4: 1,267,809 shares; 2026Q1: 1,335,670 shares; 2026Q2: 1,647,857 shares 1,647,857 $56.2M 2.43% +312,187 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104,625 shares; 2024Q4: 1,293,194 shares; 2025Q1: 1,411,360 shares; 2025Q2: 1,420,615 shares; 2025Q3: 1,419,401 shares; 2025Q4: 1,441,448 shares; 2026Q1: 1,426,400 shares; 2026Q2: 1,562,031 shares 1,562,031 $54.7M 2.37% +135,631 Timeline DFGP 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: 422,791 shares; 2024Q4: 439,797 shares; 2025Q1: 460,310 shares; 2025Q2: 588,022 shares; 2025Q3: 593,655 shares; 2025Q4: 603,912 shares; 2026Q1: 614,735 shares; 2026Q2: 685,446 shares 685,446 $37.3M 1.62% +70,711 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: 144,042 shares; 2024Q4: 141,969 shares; 2025Q1: 139,264 shares; 2025Q2: 134,733 shares; 2025Q3: 132,816 shares; 2025Q4: 128,737 shares; 2026Q1: 124,802 shares; 2026Q2: 123,283 shares 123,283 $35.7M 1.54% -1,519 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 507,493 shares; 2024Q4: 499,751 shares; 2025Q1: 488,873 shares; 2025Q2: 482,301 shares; 2025Q3: 478,831 shares; 2025Q4: 477,900 shares; 2026Q1: 470,810 shares; 2026Q2: 465,341 shares 465,341 $32.5M 1.41% -5,469 Timeline DFAX 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: 909,515 shares; 2024Q4: 955,886 shares; 2025Q1: 986,778 shares; 2025Q2: 937,839 shares; 2025Q3: 905,189 shares; 2025Q4: 876,305 shares; 2026Q1: 839,456 shares; 2026Q2: 800,336 shares 800,336 $29.5M 1.28% -39,120 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,806 shares; 2024Q4: 270,637 shares; 2025Q1: 268,758 shares; 2025Q2: 263,116 shares; 2025Q3: 250,789 shares; 2025Q4: 243,128 shares; 2026Q1: 234,314 shares; 2026Q2: 229,475 shares 229,475 $22.1M 0.96% -4,839 Timeline EBI RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344,988 shares; 2025Q2: 336,794 shares; 2025Q3: 336,794 shares; 2025Q4: 336,794 shares; 2026Q1: 336,794 shares; 2026Q2: 336,794 shares 336,794 $21.9M 0.95% 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: 53,591 shares; 2024Q4: 53,661 shares; 2025Q1: 53,455 shares; 2025Q2: 53,527 shares; 2025Q3: 54,021 shares; 2025Q4: 53,625 shares; 2026Q1: 54,692 shares; 2026Q2: 57,474 shares 57,474 $21.3M 0.92% +2,782 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: 216,848 shares; 2024Q4: 224,910 shares; 2025Q1: 224,285 shares; 2025Q2: 219,114 shares; 2025Q3: 216,766 shares; 2025Q4: 213,260 shares; 2026Q1: 210,411 shares; 2026Q2: 200,623 shares 200,623 $19.9M 0.86% -9,788 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: 15,591 shares; 2024Q4: 15,115 shares; 2025Q1: 15,090 shares; 2025Q2: 15,041 shares; 2025Q3: 15,051 shares; 2025Q4: 15,057 shares; 2026Q1: 14,956 shares; 2026Q2: 14,948 shares 14,948 $15.9M 0.69% -8 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: 3,111 shares; 2024Q4: 2,958 shares; 2025Q1: 3,667 shares; 2025Q2: 110,526 shares; 2025Q3: 109,574 shares; 2025Q4: 106,949 shares; 2026Q1: 107,256 shares; 2026Q2: 106,618 shares 106,618 $15.8M 0.68% -638 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,995 shares; 2024Q4: 142,954 shares; 2025Q1: 147,358 shares; 2025Q2: 161,992 shares; 2025Q3: 162,784 shares; 2025Q4: 166,767 shares; 2026Q1: 160,525 shares; 2026Q2: 169,275 shares 169,275 $15.1M 0.65% +8,750 Timeline DFSU 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: 43,793 shares; 2024Q4: 49,997 shares; 2025Q1: 51,395 shares; 2025Q2: 80,014 shares; 2025Q3: 204,205 shares; 2025Q4: 256,753 shares; 2026Q1: 270,992 shares; 2026Q2: 275,091 shares 275,091 $12.8M 0.56% +4,099 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,694 shares; 2024Q4: 86,885 shares; 2025Q1: 113,655 shares; 2025Q2: 187,965 shares; 2025Q3: 230,717 shares; 2025Q4: 270,316 shares; 2026Q1: 294,720 shares; 2026Q2: 307,093 shares 307,093 $12.1M 0.53% +12,373 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: 34,587 shares; 2024Q4: 34,896 shares; 2025Q1: 34,387 shares; 2025Q2: 32,292 shares; 2025Q3: 33,201 shares; 2025Q4: 32,925 shares; 2026Q1: 30,487 shares; 2026Q2: 32,359 shares 32,359 $12.1M 0.52% +1,872 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: 11,977 shares; 2024Q4: 11,785 shares; 2025Q1: 11,693 shares; 2025Q2: 10,873 shares; 2025Q3: 11,171 shares; 2025Q4: 14,814 shares; 2026Q1: 15,827 shares; 2026Q2: 15,751 shares 15,751 $11.8M 0.51% -76 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: 9,655 shares; 2024Q4: 9,647 shares; 2025Q1: 9,315 shares; 2025Q2: 14,873 shares; 2025Q3: 15,263 shares; 2025Q4: 15,100 shares; 2026Q1: 15,361 shares; 2026Q2: 15,297 shares 15,297 $11.4M 0.49% -64 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: 20,188 shares; 2024Q4: 19,777 shares; 2025Q1: 20,012 shares; 2025Q2: 21,446 shares; 2025Q3: 21,419 shares; 2025Q4: 20,378 shares; 2026Q1: 20,277 shares; 2026Q2: 21,026 shares 21,026 $10.5M 0.46% +749 Timeline DFSV 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: 13,368 shares; 2024Q4: 16,756 shares; 2025Q1: 16,756 shares; 2025Q2: 256,488 shares; 2025Q3: 265,995 shares; 2025Q4: 260,138 shares; 2026Q1: 262,236 shares; 2026Q2: 255,925 shares 255,925 $9.93M 0.43% -6,311 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: 38,885 shares; 2024Q4: 37,974 shares; 2025Q1: 41,070 shares; 2025Q2: 41,376 shares; 2025Q3: 40,723 shares; 2025Q4: 40,518 shares; 2026Q1: 38,626 shares; 2026Q2: 38,577 shares 38,577 $9.8M 0.42% -49 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: 52,322 shares; 2024Q4: 50,692 shares; 2025Q1: 44,177 shares; 2025Q2: 47,428 shares; 2025Q3: 50,972 shares; 2025Q4: 50,587 shares; 2026Q1: 50,133 shares; 2026Q2: 46,327 shares 46,327 $9.27M 0.4% -3,806 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: 8,196 shares; 2024Q4: 8,227 shares; 2025Q1: 8,093 shares; 2025Q2: 8,047 shares; 2025Q3: 8,087 shares; 2025Q4: 8,051 shares; 2026Q1: 6,814 shares; 2026Q2: 6,824 shares 6,824 $8.19M 0.35% +10 Timeline DFAI 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: 143,491 shares; 2024Q4: 156,846 shares; 2025Q1: 174,725 shares; 2025Q2: 169,575 shares; 2025Q3: 175,362 shares; 2025Q4: 187,496 shares; 2026Q1: 187,728 shares; 2026Q2: 196,365 shares 196,365 $8.1M 0.35% +8,637 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: 45,686 shares; 2024Q4: 45,086 shares; 2025Q1: 42,635 shares; 2025Q2: 41,692 shares; 2025Q3: 42,247 shares; 2025Q4: 38,591 shares; 2026Q1: 38,450 shares; 2026Q2: 29,811 shares 29,811 $7.11M 0.31% -8,639 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: 58,331 shares; 2024Q4: 57,928 shares; 2025Q1: 57,163 shares; 2025Q2: 52,559 shares; 2025Q3: 51,359 shares; 2025Q4: 50,791 shares; 2026Q1: 50,527 shares; 2026Q2: 51,030 shares 51,030 $6.98M 0.3% +503 Timeline DFAW 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: 25,351 shares; 2024Q4: 33,632 shares; 2025Q1: 38,114 shares; 2025Q2: 61,721 shares; 2025Q3: 69,805 shares; 2025Q4: 73,519 shares; 2026Q1: 79,147 shares; 2026Q2: 77,330 shares 77,330 $6.4M 0.28% -1,817 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: 5,095 shares; 2024Q4: 4,322 shares; 2025Q1: 4,152 shares; 2025Q2: 28,945 shares; 2025Q3: 29,036 shares; 2025Q4: 28,799 shares; 2026Q1: 28,780 shares; 2026Q2: 29,281 shares 29,281 $6.38M 0.28% +501 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: 5,770 shares; 2024Q4: 5,869 shares; 2025Q1: 6,127 shares; 2025Q2: 5,931 shares; 2025Q3: 6,148 shares; 2025Q4: 6,389 shares; 2026Q1: 6,357 shares; 2026Q2: 6,394 shares 6,394 $5.98M 0.26% +37 Timeline DCOR 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: 63,037 shares; 2025Q3: 63,051 shares; 2025Q4: 63,039 shares; 2026Q1: 69,649 shares; 2026Q2: 71,170 shares 71,170 $5.83M 0.25% +1,521 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: 20,243 shares; 2024Q4: 19,755 shares; 2025Q1: 17,788 shares; 2025Q2: 17,731 shares; 2025Q3: 18,336 shares; 2025Q4: 18,287 shares; 2026Q1: 15,652 shares; 2026Q2: 16,239 shares 16,239 $5.8M 0.25% +587 Timeline DFAU 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: 97,470 shares; 2025Q3: 102,657 shares; 2025Q4: 100,791 shares; 2026Q1: 102,188 shares; 2026Q2: 111,984 shares 111,984 $5.79M 0.25% +9,796 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,577 shares; 2024Q4: 9,632 shares; 2025Q1: 9,659 shares; 2025Q2: 41,155 shares; 2025Q3: 68,051 shares; 2025Q4: 113,455 shares; 2026Q1: 139,106 shares; 2026Q2: 155,289 shares 155,289 $5.79M 0.25% +16,183 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: 24,868 shares; 2024Q4: 19,769 shares; 2025Q1: 17,968 shares; 2025Q2: 16,964 shares; 2025Q3: 17,263 shares; 2025Q4: 16,551 shares; 2026Q1: 16,340 shares; 2026Q2: 15,810 shares 15,810 $5.59M 0.24% -530 Timeline DFEM 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: 135,312 shares; 2025Q3: 137,694 shares; 2025Q4: 135,980 shares; 2026Q1: 135,483 shares; 2026Q2: 134,106 shares 134,106 $5.45M 0.24% -1,377 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,135 shares; 2024Q4: 13,133 shares; 2025Q1: 13,133 shares; 2025Q2: 12,538 shares; 2025Q3: 12,529 shares; 2025Q4: 12,538 shares; 2026Q1: 12,490 shares; 2026Q2: 12,490 shares 12,490 $5.31M 0.23% 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: 19,360 shares; 2024Q4: 19,559 shares; 2025Q1: 19,865 shares; 2025Q2: 19,764 shares; 2025Q3: 19,398 shares; 2025Q4: 19,306 shares; 2026Q1: 19,210 shares; 2026Q2: 19,048 shares 19,048 $5.15M 0.22% -162 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,096 shares; 2024Q4: 23,563 shares; 2025Q1: 23,659 shares; 2025Q2: 23,670 shares; 2025Q3: 23,704 shares; 2025Q4: 23,269 shares; 2026Q1: 23,254 shares; 2026Q2: 23,210 shares 23,210 $5.09M 0.22% -44 Timeline DFSI 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: 20,633 shares; 2024Q4: 22,259 shares; 2025Q1: 22,853 shares; 2025Q2: 30,743 shares; 2025Q3: 93,413 shares; 2025Q4: 108,525 shares; 2026Q1: 108,155 shares; 2026Q2: 110,345 shares 110,345 $4.98M 0.22% +2,190 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: 28,827 shares; 2024Q4: 28,724 shares; 2025Q1: 28,401 shares; 2025Q2: 28,354 shares; 2025Q3: 28,234 shares; 2025Q4: 27,756 shares; 2026Q1: 26,972 shares; 2026Q2: 27,360 shares 27,360 $4.54M 0.2% +388 Timeline DFSE 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: 11,930 shares; 2024Q4: 12,685 shares; 2025Q1: not reported; 2025Q2: 46,837 shares; 2025Q3: 78,860 shares; 2025Q4: 85,045 shares; 2026Q1: 85,003 shares; 2026Q2: 84,357 shares 84,357 $4.12M 0.18% -646 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: 16,285 shares; 2024Q4: 16,382 shares; 2025Q1: 15,276 shares; 2025Q2: 15,230 shares; 2025Q3: 15,368 shares; 2025Q4: 15,275 shares; 2026Q1: 15,163 shares; 2026Q2: 15,431 shares 15,431 $3.88M 0.17% +268 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: 4,656 shares; 2024Q4: 4,836 shares; 2025Q1: 5,030 shares; 2025Q2: 4,868 shares; 2025Q3: 4,851 shares; 2025Q4: not reported; 2026Q1: 5,219 shares; 2026Q2: 5,207 shares 5,207 $3.83M 0.17% -12 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,355 shares; 2024Q4: 27,355 shares; 2025Q1: 27,413 shares; 2025Q2: 23,379 shares; 2025Q3: 23,926 shares; 2025Q4: 25,299 shares; 2026Q1: 38,888 shares; 2026Q2: 41,919 shares 41,919 $3.82M 0.17% +3,031 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: 4,947 shares; 2024Q4: 4,889 shares; 2025Q1: 4,727 shares; 2025Q2: 5,502 shares; 2025Q3: 5,589 shares; 2025Q4: 5,404 shares; 2026Q1: 5,180 shares; 2026Q2: 5,379 shares 5,379 $3.69M 0.16% +199 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,601 shares; 2024Q4: 6,783 shares; 2025Q1: 12,531 shares; 2025Q2: 8,834 shares; 2025Q3: 11,806 shares; 2025Q4: 14,877 shares; 2026Q1: 17,356 shares; 2026Q2: 47,470 shares 47,470 $3.64M 0.16% +30,114 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,321 shares; 2024Q4: 12,188 shares; 2025Q1: 27,417 shares; 2025Q2: 40,322 shares; 2025Q3: 41,732 shares; 2025Q4: 45,447 shares; 2026Q1: 46,755 shares; 2026Q2: 46,687 shares 46,687 $3.64M 0.16% -68 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: 16,318 shares; 2024Q4: 15,943 shares; 2025Q1: 15,281 shares; 2025Q2: 15,141 shares; 2025Q3: 15,412 shares; 2025Q4: 15,005 shares; 2026Q1: 10,745 shares; 2026Q2: 11,105 shares 11,105 $3.63M 0.16% +360 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,634 shares; 2024Q4: 22,361 shares; 2025Q1: 28,135 shares; 2025Q2: 42,341 shares; 2025Q3: 43,704 shares; 2025Q4: 41,971 shares; 2026Q1: 44,496 shares; 2026Q2: 42,523 shares 42,523 $3.12M 0.14% -1,973 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,108 shares; 2025Q3: 28,444 shares; 2025Q4: 28,444 shares; 2026Q1: 28,458 shares; 2026Q2: 58,752 shares 58,752 $2.97M 0.13% +30,294 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,500 shares; 2025Q4: 39,649 shares; 2026Q1: 38,667 shares; 2026Q2: 25,155 shares 25,155 $2.55M 0.11% -13,512 Timeline DFSD 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: 7,764 shares; 2024Q4: 50,795 shares; 2025Q1: 56,434 shares; 2025Q2: 54,106 shares; 2025Q3: 54,106 shares; 2025Q4: 54,343 shares; 2026Q1: 52,252 shares; 2026Q2: 52,867 shares 52,867 $2.52M 0.11% +615 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: 6,614 shares; 2024Q4: 5,993 shares; 2025Q1: 5,089 shares; 2025Q2: 5,362 shares; 2025Q3: 5,927 shares; 2025Q4: 5,724 shares; 2026Q1: 6,014 shares; 2026Q2: 5,683 shares 5,683 $2.39M 0.1% -331 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: 7,340 shares; 2024Q4: 6,816 shares; 2025Q1: 6,923 shares; 2025Q2: 6,884 shares; 2025Q3: 6,923 shares; 2025Q4: 7,698 shares; 2026Q1: 7,684 shares; 2026Q2: 7,880 shares 7,880 $2.39M 0.1% +196 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: 20,591 shares; 2024Q4: 20,652 shares; 2025Q1: 19,352 shares; 2025Q2: 20,006 shares; 2025Q3: 20,132 shares; 2025Q4: 21,836 shares; 2026Q1: 21,382 shares; 2026Q2: 21,016 shares 21,016 $2.38M 0.1% -366 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: 5,845 shares; 2024Q4: 5,340 shares; 2025Q1: 5,262 shares; 2025Q2: 5,560 shares; 2025Q3: 5,760 shares; 2025Q4: 6,451 shares; 2026Q1: 5,869 shares; 2026Q2: 6,108 shares 6,108 $2.31M 0.1% +239 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares; 2025Q4: 5,986 shares; 2026Q1: 6,188 shares; 2026Q2: 27,320 shares 27,320 $2.16M 0.09% +21,132 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,249 shares; 2025Q4: 20,912 shares; 2026Q1: 21,273 shares; 2026Q2: 21,278 shares 21,278 $2.15M 0.09% +5 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: 7,006 shares; 2024Q4: 6,933 shares; 2025Q1: 6,966 shares; 2025Q2: 6,920 shares; 2025Q3: 7,110 shares; 2025Q4: 7,286 shares; 2026Q1: 7,814 shares; 2026Q2: 7,425 shares 7,425 $2.09M 0.09% -389 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,530 shares; 2024Q4: 1,531 shares; 2025Q1: 1,512 shares; 2025Q2: 1,514 shares; 2025Q3: 1,515 shares; 2025Q4: 1,537 shares; 2026Q1: 2,738 shares; 2026Q2: 2,737 shares 2,737 $2.07M 0.09% -1 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,494 shares; 2024Q4: 13,500 shares; 2025Q1: 14,141 shares; 2025Q2: 14,096 shares; 2025Q3: 14,302 shares; 2025Q4: 21,090 shares; 2026Q1: 19,903 shares; 2026Q2: 19,852 shares 19,852 $2.06M 0.09% -51 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,192 shares; 2024Q4: 20,189 shares; 2025Q1: 20,193 shares; 2025Q2: 20,207 shares; 2025Q3: 20,273 shares; 2025Q4: 20,043 shares; 2026Q1: 18,605 shares; 2026Q2: 18,585 shares 18,585 $2.04M 0.09% -20 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: 15,122 shares; 2024Q4: 14,969 shares; 2025Q1: 15,166 shares; 2025Q2: 14,788 shares; 2025Q3: 15,090 shares; 2025Q4: 14,474 shares; 2026Q1: 14,383 shares; 2026Q2: 13,756 shares 13,756 $2.02M 0.09% -627 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,408 shares; 2024Q4: 5,408 shares; 2025Q1: 5,408 shares; 2025Q2: 5,396 shares; 2025Q3: 5,393 shares; 2025Q4: 5,393 shares; 2026Q1: 5,389 shares; 2026Q2: 5,389 shares 5,389 $1.97M 0.09% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,667 shares; 2024Q4: 16,408 shares; 2025Q1: 16,645 shares; 2025Q2: 17,259 shares; 2025Q3: 17,458 shares; 2025Q4: 18,366 shares; 2026Q1: 19,260 shares; 2026Q2: 13,946 shares 13,946 $1.95M 0.08% -5,314 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,756 shares; 2024Q4: 31,195 shares; 2025Q1: 37,590 shares; 2025Q2: 33,325 shares; 2025Q3: 33,325 shares; 2025Q4: 44,389 shares; 2026Q1: 48,389 shares; 2026Q2: 52,706 shares 52,706 $1.87M 0.08% +4,317 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: 4,613 shares; 2024Q4: 4,627 shares; 2025Q1: 4,630 shares; 2025Q2: 4,673 shares; 2025Q3: 4,731 shares; 2025Q4: 4,714 shares; 2026Q1: 4,664 shares; 2026Q2: 5,287 shares 5,287 $1.79M 0.08% +623 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 7,624 shares 7,624 $1.71M 0.07% new 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: 4,188 shares; 2024Q4: 4,060 shares; 2025Q1: 3,381 shares; 2025Q2: 3,155 shares; 2025Q3: 3,374 shares; 2025Q4: 3,141 shares; 2026Q1: 3,046 shares; 2026Q2: 2,988 shares 2,988 $1.68M 0.07% -58 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 7,584 shares 7,584 $1.68M 0.07% new 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: 14,979 shares; 2024Q4: 14,678 shares; 2025Q1: 14,868 shares; 2025Q2: 14,715 shares; 2025Q3: 14,208 shares; 2025Q4: 14,807 shares; 2026Q1: 14,417 shares; 2026Q2: 12,309 shares 12,309 $1.67M 0.07% -2,108 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: 6,797 shares; 2024Q4: 6,572 shares; 2025Q1: 6,499 shares; 2025Q2: 6,501 shares; 2025Q3: 6,425 shares; 2025Q4: 5,623 shares; 2026Q1: 5,401 shares; 2026Q2: 4,698 shares 4,698 $1.66M 0.07% -703 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: 6,228 shares; 2024Q4: 5,688 shares; 2025Q1: 5,665 shares; 2025Q2: 5,617 shares; 2025Q3: 7,279 shares; 2025Q4: 5,498 shares; 2026Q1: 5,404 shares; 2026Q2: 6,537 shares 6,537 $1.58M 0.07% +1,133 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,969 shares; 2024Q4: 4,792 shares; 2025Q1: 4,836 shares; 2025Q2: 4,863 shares; 2025Q3: 4,961 shares; 2025Q4: 4,381 shares; 2026Q1: 4,099 shares; 2026Q2: 4,112 shares 4,112 $1.54M 0.07% +13 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.06% 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: 11,017 shares; 2024Q4: 11,230 shares; 2025Q1: 9,626 shares; 2025Q2: 9,372 shares; 2025Q3: 9,453 shares; 2025Q4: 11,471 shares; 2026Q1: 11,409 shares; 2026Q2: 12,406 shares 12,406 $1.46M 0.06% +997 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,597 shares; 2024Q4: 5,581 shares; 2025Q1: 5,175 shares; 2025Q2: 5,177 shares; 2025Q3: 5,170 shares; 2025Q4: 5,209 shares; 2026Q1: 4,872 shares; 2026Q2: 4,857 shares 4,857 $1.45M 0.06% -15 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,237 shares; 2024Q4: 5,176 shares; 2025Q1: 5,176 shares; 2025Q2: 5,176 shares; 2025Q3: 5,180 shares; 2025Q4: 5,187 shares; 2026Q1: 5,171 shares; 2026Q2: 5,270 shares 5,270 $1.43M 0.06% +99 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,137 shares; 2024Q4: 10,137 shares; 2025Q1: 10,137 shares; 2025Q2: 10,137 shares; 2025Q3: 10,137 shares; 2025Q4: 10,877 shares; 2026Q1: 10,711 shares; 2026Q2: 15,981 shares 15,981 $1.34M 0.06% +5,270 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,558 shares; 2024Q4: 6,213 shares; 2025Q1: 6,205 shares; 2025Q2: 10,455 shares; 2025Q3: 10,055 shares; 2025Q4: 8,868 shares; 2026Q1: 8,440 shares; 2026Q2: 8,638 shares 8,638 $1.33M 0.06% +198 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,796 shares; 2025Q3: 1,791 shares; 2025Q4: 1,785 shares; 2026Q1: 3,111 shares; 2026Q2: 3,190 shares 3,190 $1.33M 0.06% +79 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,595 shares; 2024Q4: 2,395 shares; 2025Q1: 2,518 shares; 2025Q2: 2,474 shares; 2025Q3: 2,542 shares; 2025Q4: 2,544 shares; 2026Q1: 2,568 shares; 2026Q2: 15,311 shares 15,311 $1.32M 0.06% +12,743 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,059 shares; 2025Q3: 29,320 shares; 2025Q4: 26,434 shares; 2026Q1: 24,993 shares; 2026Q2: 25,101 shares 25,101 $1.32M 0.06% +108 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: 7,620 shares; 2024Q4: 7,263 shares; 2025Q1: 8,346 shares; 2025Q2: 8,302 shares; 2025Q3: 8,591 shares; 2025Q4: not reported; 2026Q1: 6,505 shares; 2026Q2: 6,799 shares 6,799 $1.29M 0.06% +294 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,787 shares; 2024Q4: 10,593 shares; 2025Q1: 10,489 shares; 2025Q2: 8,916 shares; 2025Q3: 8,833 shares; 2025Q4: 8,697 shares; 2026Q1: 8,342 shares; 2026Q2: 7,938 shares 7,938 $1.29M 0.06% -404 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,109 shares; 2024Q4: 10,112 shares; 2025Q1: 10,000 shares; 2025Q2: 9,253 shares; 2025Q3: 9,264 shares; 2025Q4: 8,828 shares; 2026Q1: 8,274 shares; 2026Q2: 8,164 shares 8,164 $1.28M 0.06% -110 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: 5,075 shares; 2024Q4: 4,864 shares; 2025Q1: 4,076 shares; 2025Q2: 3,500 shares; 2025Q3: 3,803 shares; 2025Q4: 3,778 shares; 2026Q1: 3,628 shares; 2026Q2: 3,688 shares 3,688 $1.27M 0.05% +60 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: 14,852 shares; 2024Q4: 14,748 shares; 2025Q1: 13,830 shares; 2025Q2: 13,818 shares; 2025Q3: 13,669 shares; 2025Q4: 13,292 shares; 2026Q1: 13,266 shares; 2026Q2: 12,053 shares 12,053 $1.25M 0.05% -1,213 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: 9,773 shares; 2024Q4: 10,221 shares; 2025Q1: 9,720 shares; 2025Q2: 9,577 shares; 2025Q3: 9,490 shares; 2025Q4: 8,745 shares; 2026Q1: 8,620 shares; 2026Q2: 9,242 shares 9,242 $1.19M 0.05% +622 Timeline VDE 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: 14,393 shares; 2024Q4: 13,094 shares; 2025Q1: 8,970 shares; 2025Q2: 8,893 shares; 2025Q3: 8,073 shares; 2025Q4: 7,734 shares; 2026Q1: 7,585 shares; 2026Q2: 7,872 shares 7,872 $1.18M 0.05% +287 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,420 shares 15,420 $1.18M 0.05% new Timeline AVRE 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: 22,943 shares; 2025Q3: 19,418 shares; 2025Q4: 19,422 shares; 2026Q1: 28,478 shares; 2026Q2: 24,615 shares 24,615 $1.17M 0.05% -3,863 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: 26,900 shares; 2024Q4: 25,469 shares; 2025Q1: 24,633 shares; 2025Q2: 24,830 shares; 2025Q3: 24,345 shares; 2025Q4: 23,158 shares; 2026Q1: 23,760 shares; 2026Q2: 27,159 shares 27,159 $1.15M 0.05% +3,399 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: 1,182 shares; 2024Q4: 1,122 shares; 2025Q1: 1,143 shares; 2025Q2: 1,136 shares; 2025Q3: 1,213 shares; 2025Q4: 1,056 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $1.13M 0.05% 0 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: 5,880 shares; 2024Q4: 5,874 shares; 2025Q1: 5,379 shares; 2025Q2: 5,388 shares; 2025Q3: 5,370 shares; 2025Q4: 5,367 shares; 2026Q1: 3,754 shares; 2026Q2: 4,032 shares 4,032 $1.1M 0.05% +278 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: 4,061 shares; 2024Q4: 3,125 shares; 2025Q1: 3,268 shares; 2025Q2: 3,068 shares; 2025Q3: 3,884 shares; 2025Q4: 4,860 shares; 2026Q1: 4,863 shares; 2026Q2: 6,872 shares 6,872 $1.09M 0.05% +2,009 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,390 shares; 2024Q4: 1,357 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,121 shares; 2025Q4: 1,008 shares; 2026Q1: 1,014 shares; 2026Q2: 1,073 shares 1,073 $1.09M 0.05% +59 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,554 shares; 2024Q4: 10,554 shares; 2025Q1: 12,548 shares; 2025Q2: 12,570 shares; 2025Q3: 9,353 shares; 2025Q4: 9,284 shares; 2026Q1: 11,382 shares; 2026Q2: 11,359 shares 11,359 $1.08M 0.05% -23 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: 2,229 shares; 2025Q3: 2,289 shares; 2025Q4: 2,396 shares; 2026Q1: 2,397 shares; 2026Q2: 2,398 shares 2,398 $1.04M 0.04% +1 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,055 shares; 2024Q4: 7,294 shares; 2025Q1: 7,463 shares; 2025Q2: 7,844 shares; 2025Q3: 13,543 shares; 2025Q4: 13,809 shares; 2026Q1: 14,287 shares; 2026Q2: 14,537 shares 14,537 $1.04M 0.04% +250 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: 49,321 shares; 2024Q4: 50,520 shares; 2025Q1: 49,611 shares; 2025Q2: 49,247 shares; 2025Q3: 51,481 shares; 2025Q4: 47,511 shares; 2026Q1: 49,866 shares; 2026Q2: 48,261 shares 48,261 $999K 0.04% -1,605 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,832 shares; 2024Q4: 1,498 shares; 2025Q1: 1,496 shares; 2025Q2: 2,301 shares; 2025Q3: 2,298 shares; 2025Q4: 2,297 shares; 2026Q1: 1,881 shares; 2026Q2: 1,944 shares 1,944 $990K 0.04% +63 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: 5,470 shares; 2024Q4: 5,331 shares; 2025Q1: 5,321 shares; 2025Q2: 5,178 shares; 2025Q3: 5,201 shares; 2025Q4: 5,197 shares; 2026Q1: 5,205 shares; 2026Q2: 5,444 shares 5,444 $985K 0.04% +239 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: 3,126 shares; 2024Q4: 2,768 shares; 2025Q1: 2,667 shares; 2025Q2: 3,054 shares; 2025Q3: 2,983 shares; 2025Q4: 2,971 shares; 2026Q1: 3,015 shares; 2026Q2: 4,045 shares 4,045 $983K 0.04% +1,030 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,962 shares; 2024Q4: 4,069 shares; 2025Q1: 4,879 shares; 2025Q2: 4,828 shares; 2025Q3: 5,458 shares; 2025Q4: 3,870 shares; 2026Q1: 3,907 shares; 2026Q2: 4,102 shares 4,102 $971K 0.04% +195 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,734 shares; 2024Q4: 11,734 shares; 2025Q1: 11,821 shares; 2025Q2: 11,726 shares; 2025Q3: 11,817 shares; 2025Q4: 12,004 shares; 2026Q1: 12,086 shares; 2026Q2: 19,150 shares 19,150 $970K 0.04% +7,064 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: 13,627 shares; 2024Q4: 25,777 shares; 2025Q1: 25,777 shares; 2025Q2: 25,275 shares; 2025Q3: 24,788 shares; 2025Q4: 29,239 shares; 2026Q1: 34,811 shares; 2026Q2: 34,875 shares 34,875 $966K 0.04% +64 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: 7,051 shares; 2024Q4: 28,008 shares; 2025Q1: 28,008 shares; 2025Q2: 28,008 shares; 2025Q3: 26,472 shares; 2025Q4: 28,266 shares; 2026Q1: 28,567 shares; 2026Q2: 28,452 shares 28,452 $963K 0.04% -115 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: not reported; 2025Q3: not reported; 2025Q4: 841 shares; 2026Q1: 761 shares; 2026Q2: 810 shares 810 $935K 0.04% +49 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,361 shares; 2025Q1: 1,464 shares; 2025Q2: 1,350 shares; 2025Q3: 1,434 shares; 2025Q4: 1,471 shares; 2026Q1: 1,483 shares; 2026Q2: 1,892 shares 1,892 $903K 0.04% +409 Timeline VT 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: 3,561 shares; 2024Q4: 3,645 shares; 2025Q1: 3,347 shares; 2025Q2: 3,339 shares; 2025Q3: 3,496 shares; 2025Q4: 4,751 shares; 2026Q1: 5,019 shares; 2026Q2: 5,686 shares 5,686 $892K 0.04% +667 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: 1,268 shares; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares; 2026Q2: 1,268 shares 1,268 $892K 0.04% 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: 1,832 shares; 2024Q4: 1,554 shares; 2025Q1: not reported; 2025Q2: 1,245 shares; 2025Q3: 1,264 shares; 2025Q4: 1,240 shares; 2026Q1: 1,234 shares; 2026Q2: 1,224 shares 1,224 $885K 0.04% -10 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: 6,324 shares; 2024Q4: 6,130 shares; 2025Q1: 5,773 shares; 2025Q2: 3,848 shares; 2025Q3: 3,929 shares; 2025Q4: 4,282 shares; 2026Q1: 4,297 shares; 2026Q2: 4,731 shares 4,731 $874K 0.04% +434 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: 5,693 shares; 2024Q4: 5,472 shares; 2025Q1: 9,169 shares; 2025Q2: 10,303 shares; 2025Q3: 10,498 shares; 2025Q4: 9,462 shares; 2026Q1: 9,033 shares; 2026Q2: 9,033 shares 9,033 $872K 0.04% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 650 shares; 2025Q1: 653 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 640 shares; 2026Q1: 641 shares; 2026Q2: 641 shares 641 $872K 0.04% 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: 11,393 shares; 2024Q4: 10,804 shares; 2025Q1: 9,759 shares; 2025Q2: 9,806 shares; 2025Q3: 9,889 shares; 2025Q4: 9,854 shares; 2026Q1: 9,930 shares; 2026Q2: 9,594 shares 9,594 $871K 0.04% -336 Timeline STIP 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: 8,703 shares; 2026Q1: 8,461 shares; 2026Q2: 8,471 shares 8,471 $865K 0.04% +10 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,832 shares; 2024Q4: 1,764 shares; 2025Q1: 2,045 shares; 2025Q2: 2,093 shares; 2025Q3: 2,051 shares; 2025Q4: 2,699 shares; 2026Q1: 2,120 shares; 2026Q2: 2,261 shares 2,261 $833K 0.04% +141 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: 15,830 shares; 2024Q4: 13,487 shares; 2025Q1: 12,795 shares; 2025Q2: 12,793 shares; 2025Q3: 8,615 shares; 2025Q4: 8,546 shares; 2026Q1: 9,263 shares; 2026Q2: 8,816 shares 8,816 $813K 0.04% -447 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,879 shares; 2024Q4: 14,870 shares; 2025Q1: 11,659 shares; 2025Q2: 12,706 shares; 2025Q3: 12,721 shares; 2025Q4: 12,672 shares; 2026Q1: 11,674 shares; 2026Q2: 11,654 shares 11,654 $806K 0.03% -20 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: 1,286 shares; 2024Q4: 1,273 shares; 2025Q1: 1,305 shares; 2025Q2: 1,311 shares; 2025Q3: 1,333 shares; 2025Q4: 1,244 shares; 2026Q1: 1,228 shares; 2026Q2: 1,271 shares 1,271 $806K 0.03% +43 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: 1,745 shares; 2024Q4: 1,708 shares; 2025Q1: 1,888 shares; 2025Q2: 1,908 shares; 2025Q3: 2,613 shares; 2025Q4: 1,726 shares; 2026Q1: 1,591 shares; 2026Q2: 6,364 shares 6,364 $790K 0.03% +4,773 Timeline VNQ 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: 21,141 shares; 2024Q4: 21,350 shares; 2025Q1: 19,137 shares; 2025Q2: 19,130 shares; 2025Q3: 19,130 shares; 2025Q4: 20,482 shares; 2026Q1: 9,376 shares; 2026Q2: 7,941 shares 7,941 $766K 0.03% -1,435 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: 4,920 shares; 2024Q4: 4,541 shares; 2025Q1: 3,520 shares; 2025Q2: 4,187 shares; 2025Q3: 5,053 shares; 2025Q4: 5,044 shares; 2026Q1: 4,669 shares; 2026Q2: 5,121 shares 5,121 $750K 0.03% +452 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: 3,029 shares; 2024Q4: 2,788 shares; 2025Q1: 1,954 shares; 2025Q2: 1,602 shares; 2025Q3: 1,612 shares; 2025Q4: 1,572 shares; 2026Q1: 1,495 shares; 2026Q2: 1,400 shares 1,400 $719K 0.03% -95 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,159 shares; 2026Q2: 4,159 shares 4,159 $683K 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563 shares; 2024Q4: 528 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 776 shares; 2025Q4: 743 shares; 2026Q1: 728 shares; 2026Q2: 5,699 shares 5,699 $681K 0.03% +4,971 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,600 shares; 2024Q4: 8,467 shares; 2025Q1: 9,266 shares; 2025Q2: 9,457 shares; 2025Q3: 9,226 shares; 2025Q4: 8,810 shares; 2026Q1: 9,163 shares; 2026Q2: 9,263 shares 9,263 $666K 0.03% +100 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: 2,414 shares; 2026Q1: 2,419 shares; 2026Q2: 2,563 shares 2,563 $655K 0.03% +144 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,976 shares; 2025Q2: 7,800 shares; 2025Q3: 9,344 shares; 2025Q4: 9,604 shares; 2026Q1: 9,224 shares; 2026Q2: 8,426 shares 8,426 $650K 0.03% -798 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: 16,442 shares; 2024Q4: 16,062 shares; 2025Q1: 12,087 shares; 2025Q2: 10,491 shares; 2025Q3: 10,855 shares; 2025Q4: 13,556 shares; 2026Q1: 12,732 shares; 2026Q2: 11,238 shares 11,238 $640K 0.03% -1,494 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,146 shares; 2024Q4: 10,146 shares; 2025Q1: 10,146 shares; 2025Q2: 10,219 shares; 2025Q3: 10,146 shares; 2025Q4: 10,146 shares; 2026Q1: 10,146 shares; 2026Q2: 10,146 shares 10,146 $640K 0.03% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,617 shares; 2025Q4: not reported; 2026Q1: 3,678 shares; 2026Q2: 7,327 shares 7,327 $626K 0.03% +3,649 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: 3,668 shares; 2024Q4: 3,536 shares; 2025Q1: 3,265 shares; 2025Q2: 2,694 shares; 2025Q3: 2,699 shares; 2025Q4: 2,704 shares; 2026Q1: 1,692 shares; 2026Q2: 1,691 shares 1,691 $612K 0.03% -1 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,071 shares; 2024Q4: 2,093 shares; 2025Q1: 2,147 shares; 2025Q2: 2,109 shares; 2025Q3: 1,977 shares; 2025Q4: 1,940 shares; 2026Q1: 1,942 shares; 2026Q2: 1,941 shares 1,941 $608K 0.03% -1 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,143 shares; 2024Q4: 5,406 shares; 2025Q1: 5,676 shares; 2025Q2: 5,995 shares; 2025Q3: 6,119 shares; 2025Q4: 6,225 shares; 2026Q1: 6,205 shares; 2026Q2: 6,122 shares 6,122 $607K 0.03% -83 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,530 shares; 2025Q3: 6,530 shares; 2025Q4: 6,575 shares; 2026Q1: 7,166 shares; 2026Q2: 5,869 shares 5,869 $600K 0.03% -1,297 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: 689 shares; 2024Q4: 700 shares; 2025Q1: 762 shares; 2025Q2: 768 shares; 2025Q3: 828 shares; 2025Q4: 8,836 shares; 2026Q1: 7,814 shares; 2026Q2: 8,323 shares 8,323 $594K 0.03% +509 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: 5,307 shares; 2024Q4: 5,028 shares; 2025Q1: 7,732 shares; 2025Q2: 8,071 shares; 2025Q3: 8,048 shares; 2025Q4: 5,276 shares; 2026Q1: 5,153 shares; 2026Q2: 5,153 shares 5,153 $568K 0.02% 0 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: 3,805 shares; 2024Q4: 3,423 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 984 shares; 2026Q1: not reported; 2026Q2: 974 shares 974 $566K 0.02% new 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: 10,898 shares; 2024Q4: 11,373 shares; 2025Q1: 11,425 shares; 2025Q2: 11,172 shares; 2025Q3: 12,354 shares; 2025Q4: 9,484 shares; 2026Q1: 9,261 shares; 2026Q2: 9,447 shares 9,447 $564K 0.02% +186 Timeline MGK 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: 753 shares; 2025Q3: 973 shares; 2025Q4: 973 shares; 2026Q1: 1,010 shares; 2026Q2: 6,355 shares 6,355 $559K 0.02% +5,345 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,809 shares; 2024Q4: 5,451 shares; 2025Q1: 5,051 shares; 2025Q2: 5,047 shares; 2025Q3: 5,078 shares; 2025Q4: 5,078 shares; 2026Q1: 5,098 shares; 2026Q2: 5,101 shares 5,101 $546K 0.02% +3 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,376 shares; 2024Q4: 2,372 shares; 2025Q1: 2,011 shares; 2025Q2: 2,092 shares; 2025Q3: 2,093 shares; 2025Q4: 2,074 shares; 2026Q1: 2,070 shares; 2026Q2: 2,070 shares 2,070 $539K 0.02% 0 Timeline AVIV 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: 3,726 shares; 2024Q4: not reported; 2025Q1: 4,074 shares; 2025Q2: 4,028 shares; 2025Q3: 4,028 shares; 2025Q4: 4,613 shares; 2026Q1: 4,514 shares; 2026Q2: 6,685 shares 6,685 $518K 0.02% +2,171 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,011 shares; 2025Q1: 3,011 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 3,011 shares; 2026Q1: 3,020 shares; 2026Q2: 3,020 shares 3,020 $499K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,191 shares; 2024Q4: 4,307 shares; 2025Q1: 4,180 shares; 2025Q2: 4,133 shares; 2025Q3: 4,821 shares; 2025Q4: 5,176 shares; 2026Q1: 5,182 shares; 2026Q2: 6,201 shares 6,201 $498K 0.02% +1,019 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,405 shares; 2024Q4: 14,063 shares; 2025Q1: 13,744 shares; 2025Q2: 13,275 shares; 2025Q3: 14,725 shares; 2025Q4: 14,883 shares; 2026Q1: 14,923 shares; 2026Q2: 16,437 shares 16,437 $484K 0.02% +1,514 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: 6,720 shares; 2024Q4: 13,519 shares; 2025Q1: 13,301 shares; 2025Q2: 14,291 shares; 2025Q3: 14,872 shares; 2025Q4: 11,459 shares; 2026Q1: 11,567 shares; 2026Q2: 13,384 shares 13,384 $484K 0.02% +1,817 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: 1,451 shares; 2024Q4: 1,552 shares; 2025Q1: 1,554 shares; 2025Q2: 1,919 shares; 2025Q3: 1,879 shares; 2025Q4: 1,673 shares; 2026Q1: 1,646 shares; 2026Q2: 1,586 shares 1,586 $477K 0.02% -60 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP 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: 19,148 shares; 2025Q4: 16,875 shares; 2026Q1: 19,308 shares; 2026Q2: 16,875 shares 16,875 $472K 0.02% -2,433 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,066 shares; 2024Q4: 2,157 shares; 2025Q1: 2,061 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,090 shares; 2026Q2: 2,090 shares 2,090 $466K 0.02% 0 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: 2,728 shares; 2024Q4: 2,692 shares; 2025Q1: 2,708 shares; 2025Q2: 2,697 shares; 2025Q3: 2,699 shares; 2025Q4: 2,693 shares; 2026Q1: 2,701 shares; 2026Q2: 2,646 shares 2,646 $450K 0.02% -55 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: 7,887 shares; 2024Q4: 7,685 shares; 2025Q1: 2,515 shares; 2025Q2: 2,335 shares; 2025Q3: 2,415 shares; 2025Q4: 2,419 shares; 2026Q1: 2,380 shares; 2026Q2: 2,343 shares 2,343 $446K 0.02% -37 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,379 shares; 2024Q4: 4,374 shares; 2025Q1: 4,432 shares; 2025Q2: 5,652 shares; 2025Q3: 4,421 shares; 2025Q4: 4,415 shares; 2026Q1: 4,413 shares; 2026Q2: 4,643 shares 4,643 $444K 0.02% +230 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,175 shares; 2024Q4: 5,175 shares; 2025Q1: 5,017 shares; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares; 2025Q4: 5,017 shares; 2026Q1: 5,017 shares; 2026Q2: 5,017 shares 5,017 $444K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,534 shares; 2024Q4: 4,534 shares; 2025Q1: 4,534 shares; 2025Q2: 4,551 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 4,544 shares; 2026Q2: 4,544 shares 4,544 $438K 0.02% 0 Timeline ISCF 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: 12,595 shares; 2025Q1: 12,045 shares; 2025Q2: 10,617 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,063 shares; 2026Q2: 10,063 shares 10,063 $436K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,370 shares; 2025Q3: 2,377 shares; 2025Q4: 2,834 shares; 2026Q1: 2,590 shares; 2026Q2: 2,136 shares 2,136 $429K 0.02% -454 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,591 shares; 2024Q4: 1,533 shares; 2025Q1: 1,562 shares; 2025Q2: 1,639 shares; 2025Q3: 1,992 shares; 2025Q4: 2,067 shares; 2026Q1: 1,995 shares; 2026Q2: 1,979 shares 1,979 $428K 0.02% -16 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: 9,945 shares; 2024Q4: 7,950 shares; 2025Q1: 10,498 shares; 2025Q2: 10,498 shares; 2025Q3: 10,498 shares; 2025Q4: 10,498 shares; 2026Q1: 10,498 shares; 2026Q2: 10,304 shares 10,304 $427K 0.02% -194 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: 398 shares; 2024Q4: 377 shares; 2025Q1: 381 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 371 shares 371 $420K 0.02% 0 Timeline AVSD 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: 7,354 shares; 2024Q4: 7,354 shares; 2025Q1: 6,868 shares; 2025Q2: 5,806 shares; 2025Q3: 5,710 shares; 2025Q4: 5,710 shares; 2026Q1: 5,620 shares; 2026Q2: 5,254 shares 5,254 $420K 0.02% -366 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,644 shares; 2024Q4: 4,413 shares; 2025Q1: 2,493 shares; 2025Q2: 2,451 shares; 2025Q3: 2,608 shares; 2025Q4: 2,598 shares; 2026Q1: 4,502 shares; 2026Q2: 4,073 shares 4,073 $416K 0.02% -429 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares; 2026Q2: 1,668 shares 1,668 $404K 0.02% +44 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,310 shares 1,310 $395K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,229 shares; 2024Q4: 5,873 shares; 2025Q1: 5,499 shares; 2025Q2: 5,034 shares; 2025Q3: 5,211 shares; 2025Q4: 4,854 shares; 2026Q1: 4,204 shares; 2026Q2: 4,078 shares 4,078 $393K 0.02% -126 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,889 shares; 2025Q3: 5,889 shares; 2025Q4: 5,919 shares; 2026Q1: 5,919 shares; 2026Q2: 5,919 shares 5,919 $388K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,975 shares; 2024Q4: 3,976 shares; 2025Q1: 3,948 shares; 2025Q2: 3,962 shares; 2025Q3: 3,983 shares; 2025Q4: 3,992 shares; 2026Q1: 4,343 shares; 2026Q2: 3,258 shares 3,258 $383K 0.02% -1,085 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 1,051 shares; 2025Q1: 1,152 shares; 2025Q2: 953 shares; 2025Q3: 974 shares; 2025Q4: 4,685 shares; 2026Q1: 4,754 shares; 2026Q2: 3,856 shares 3,856 $383K 0.02% -898 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,228 shares; 2026Q2: 1,717 shares 1,717 $380K 0.02% +489 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,329 shares; 2025Q3: 1,345 shares; 2025Q4: not reported; 2026Q1: 1,365 shares; 2026Q2: 1,338 shares 1,338 $379K 0.02% -27 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,200 shares; 2024Q4: 19,706 shares; 2025Q1: 18,692 shares; 2025Q2: 17,650 shares; 2025Q3: 15,910 shares; 2025Q4: 15,876 shares; 2026Q1: 15,159 shares; 2026Q2: 15,257 shares 15,257 $367K 0.02% +98 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,720 shares; 2024Q4: 8,720 shares; 2025Q1: 8,720 shares; 2025Q2: 8,318 shares; 2025Q3: 8,318 shares; 2025Q4: 8,318 shares; 2026Q1: 8,318 shares; 2026Q2: 8,318 shares 8,318 $364K 0.02% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 867 shares; 2026Q1: 1,190 shares; 2026Q2: 1,190 shares 1,190 $361K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,290 shares; 2024Q4: 5,345 shares; 2025Q1: 4,770 shares; 2025Q2: 4,254 shares; 2025Q3: 5,026 shares; 2025Q4: 4,917 shares; 2026Q1: 4,546 shares; 2026Q2: 4,434 shares 4,434 $347K 0.02% -112 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: 3,829 shares; 2026Q2: 3,907 shares 3,907 $346K 0.01% +78 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,764 shares; 2025Q2: 2,738 shares; 2025Q3: 2,746 shares; 2025Q4: 2,752 shares; 2026Q1: 2,751 shares; 2026Q2: 2,760 shares 2,760 $346K 0.01% +9 Timeline ESGV 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: 1,963 shares; 2025Q3: 2,361 shares; 2025Q4: 2,612 shares; 2026Q1: 2,608 shares; 2026Q2: 2,608 shares 2,608 $345K 0.01% 0 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: 1,780 shares; 2024Q4: 1,781 shares; 2025Q1: 1,813 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,726 shares; 2026Q1: 1,727 shares; 2026Q2: 1,091 shares 1,091 $343K 0.01% -636 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: 4,627 shares; 2024Q4: 5,106 shares; 2025Q1: 5,114 shares; 2025Q2: 5,664 shares; 2025Q3: 5,504 shares; 2025Q4: 5,631 shares; 2026Q1: 4,299 shares; 2026Q2: 4,197 shares 4,197 $341K 0.01% -102 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: 1,313 shares; 2025Q3: 1,500 shares; 2025Q4: 1,383 shares; 2026Q1: 1,322 shares; 2026Q2: 1,427 shares 1,427 $340K 0.01% +105 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: 2,712 shares; 2026Q1: 2,756 shares; 2026Q2: 2,635 shares 2,635 $333K 0.01% -121 Timeline RAA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,165 shares; 2025Q2: 11,215 shares; 2025Q3: 11,268 shares; 2025Q4: 11,103 shares; 2026Q1: 11,125 shares; 2026Q2: 11,162 shares 11,162 $329K 0.01% +37 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,657 shares; 2025Q1: not reported; 2025Q2: 2,292 shares; 2025Q3: 2,304 shares; 2025Q4: 2,353 shares; 2026Q1: 2,354 shares; 2026Q2: 2,275 shares 2,275 $329K 0.01% -79 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,013 shares; 2024Q4: 5,845 shares; 2025Q1: 6,636 shares; 2025Q2: 5,739 shares; 2025Q3: 5,752 shares; 2025Q4: 5,761 shares; 2026Q1: 5,876 shares; 2026Q2: 5,431 shares 5,431 $328K 0.01% -445 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,189 shares; 2024Q4: 6,160 shares; 2025Q1: 5,942 shares; 2025Q2: 6,015 shares; 2025Q3: 6,030 shares; 2025Q4: 5,735 shares; 2026Q1: 5,826 shares; 2026Q2: 5,849 shares 5,849 $327K 0.01% +23 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,045 shares; 2024Q4: 1,992 shares; 2025Q1: 2,004 shares; 2025Q2: 2,031 shares; 2025Q3: 2,032 shares; 2025Q4: 1,659 shares; 2026Q1: 1,661 shares; 2026Q2: 1,898 shares 1,898 $321K 0.01% +237 Timeline 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: 2,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,446 shares; 2025Q3: 7,446 shares; 2025Q4: 7,446 shares; 2026Q1: 7,446 shares; 2026Q2: 8,868 shares 8,868 $309K 0.01% +1,422 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,783 shares 6,783 $306K 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,018 shares; 2024Q4: 3,890 shares; 2025Q1: 3,883 shares; 2025Q2: 3,903 shares; 2025Q3: 3,945 shares; 2025Q4: 3,940 shares; 2026Q1: 2,505 shares; 2026Q2: 2,493 shares 2,493 $302K 0.01% -12 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,588 shares; 2025Q3: 33,588 shares; 2025Q4: 33,588 shares; 2026Q1: 44,252 shares; 2026Q2: 44,246 shares 44,246 $302K 0.01% -6 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: 4,841 shares; 2024Q4: 4,448 shares; 2025Q1: 3,941 shares; 2025Q2: 3,877 shares; 2025Q3: 4,732 shares; 2025Q4: 4,333 shares; 2026Q1: 4,201 shares; 2026Q2: 3,644 shares 3,644 $301K 0.01% -557 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 132 shares 132 $300K 0.01% new 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: 1,483 shares; 2025Q3: 1,521 shares; 2025Q4: 1,625 shares; 2026Q1: 1,485 shares; 2026Q2: 1,433 shares 1,433 $300K 0.01% -52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 690 shares 690 $298K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,202 shares; 2025Q4: 2,116 shares; 2026Q1: 2,109 shares; 2026Q2: 2,112 shares 2,112 $296K 0.01% +3 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,910 shares; 2026Q2: 3,065 shares 3,065 $292K 0.01% +155 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: 1,705 shares; 2026Q1: 1,725 shares; 2026Q2: 1,709 shares 1,709 $290K 0.01% -16 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: 914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 731 shares; 2026Q2: 727 shares 727 $289K 0.01% -4 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 297 shares 297 $287K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,351 shares; 2024Q4: 2,354 shares; 2025Q1: 2,380 shares; 2025Q2: 2,365 shares; 2025Q3: 2,363 shares; 2025Q4: 2,349 shares; 2026Q1: 1,867 shares; 2026Q2: 1,880 shares 1,880 $287K 0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 950 shares 950 $283K 0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,294 shares; 2024Q4: 13,967 shares; 2025Q1: 14,843 shares; 2025Q2: 15,555 shares; 2025Q3: 9,769 shares; 2025Q4: 8,828 shares; 2026Q1: 9,270 shares; 2026Q2: 9,270 shares 9,270 $283K 0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,402 shares; 2025Q4: 4,402 shares; 2026Q1: 4,402 shares; 2026Q2: 4,045 shares 4,045 $282K 0.01% -357 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: 3,334 shares; 2024Q4: 8,786 shares; 2025Q1: 8,636 shares; 2025Q2: 8,764 shares; 2025Q3: 9,124 shares; 2025Q4: 8,997 shares; 2026Q1: 8,888 shares; 2026Q2: 8,759 shares 8,759 $278K 0.01% -129 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: 913 shares; 2024Q4: 892 shares; 2025Q1: 928 shares; 2025Q2: 899 shares; 2025Q3: 946 shares; 2025Q4: 890 shares; 2026Q1: 882 shares; 2026Q2: 882 shares 882 $278K 0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS 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: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares; 2026Q2: 517 shares 517 $278K 0.01% 0 Timeline USHY 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: 6,884 shares; 2025Q4: 6,511 shares; 2026Q1: 6,511 shares; 2026Q2: 7,497 shares 7,497 $278K 0.01% +986 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,834 shares; 2024Q4: 2,507 shares; 2025Q1: 2,429 shares; 2025Q2: 2,420 shares; 2025Q3: 2,448 shares; 2025Q4: 2,450 shares; 2026Q1: 2,421 shares; 2026Q2: 2,432 shares 2,432 $276K 0.01% +11 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: not reported; 2026Q1: 375 shares; 2026Q2: 380 shares 380 $271K 0.01% +5 Timeline AVSE 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: 4,513 shares; 2024Q4: 4,513 shares; 2025Q1: 4,513 shares; 2025Q2: 3,981 shares; 2025Q3: 3,844 shares; 2025Q4: 3,729 shares; 2026Q1: 3,617 shares; 2026Q2: 3,275 shares 3,275 $268K 0.01% -342 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,963 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,846 shares; 2026Q1: 9,827 shares; 2026Q2: 10,033 shares 10,033 $267K 0.01% +206 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: 551 shares; 2024Q4: 550 shares; 2025Q1: not reported; 2025Q2: 482 shares; 2025Q3: 517 shares; 2025Q4: 525 shares; 2026Q1: 542 shares; 2026Q2: 541 shares 541 $266K 0.01% -1 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,385 shares; 2024Q4: 1,210 shares; 2025Q1: 1,211 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,233 shares; 2026Q1: 1,249 shares; 2026Q2: 1,234 shares 1,234 $263K 0.01% -15 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,444 shares; 2024Q4: 5,566 shares; 2025Q1: 5,940 shares; 2025Q2: 5,343 shares; 2025Q3: 4,725 shares; 2025Q4: 4,769 shares; 2026Q1: 4,569 shares; 2026Q2: 4,558 shares 4,558 $263K 0.01% -11 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: 496 shares; 2024Q4: 493 shares; 2025Q1: 499 shares; 2025Q2: 504 shares; 2025Q3: 512 shares; 2025Q4: 535 shares; 2026Q1: 523 shares; 2026Q2: 578 shares 578 $262K 0.01% +55 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: 1,969 shares; 2024Q4: not reported; 2025Q1: 1,883 shares; 2025Q2: not reported; 2025Q3: 1,860 shares; 2025Q4: 1,833 shares; 2026Q1: 1,835 shares; 2026Q2: 1,885 shares 1,885 $258K 0.01% +50 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 2,786 shares; 2026Q2: 3,360 shares 3,360 $254K 0.01% +574 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,482 shares; 2024Q4: 11,751 shares; 2025Q1: 13,243 shares; 2025Q2: 13,280 shares; 2025Q3: 16,032 shares; 2025Q4: 16,659 shares; 2026Q1: 16,676 shares; 2026Q2: 9,652 shares 9,652 $252K 0.01% -7,024 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,898 shares; 2024Q4: 38,898 shares; 2025Q1: 38,799 shares; 2025Q2: 38,805 shares; 2025Q3: 29,459 shares; 2025Q4: 29,455 shares; 2026Q1: 18,277 shares; 2026Q2: 9,639 shares 9,639 $252K 0.01% -8,638 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL 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: 3,186 shares; 2026Q1: 3,186 shares; 2026Q2: 3,183 shares 3,183 $243K 0.01% -3 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 709 shares 709 $243K 0.01% new 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: 969 shares; 2024Q4: not reported; 2025Q1: 972 shares; 2025Q2: 969 shares; 2025Q3: 985 shares; 2025Q4: 979 shares; 2026Q1: 1,053 shares; 2026Q2: 1,080 shares 1,080 $241K 0.01% +27 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 863 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 861 shares; 2026Q2: 861 shares 861 $240K 0.01% 0 Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,893 shares 2,893 $239K 0.01% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares; 2026Q1: 1,032 shares; 2026Q2: 1,032 shares 1,032 $234K 0.01% 0 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: 268 shares; 2025Q1: 238 shares; 2025Q2: 228 shares; 2025Q3: 287 shares; 2025Q4: 205 shares; 2026Q1: not reported; 2026Q2: 243 shares 243 $234K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,730 shares; 2024Q4: 3,719 shares; 2025Q1: 3,716 shares; 2025Q2: 3,678 shares; 2025Q3: 3,689 shares; 2025Q4: 3,671 shares; 2026Q1: not reported; 2026Q2: 910 shares 910 $233K 0.01% new 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: 977 shares; 2024Q4: 907 shares; 2025Q1: 603 shares; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 409 shares; 2026Q1: 431 shares; 2026Q2: 462 shares 462 $232K 0.01% +31 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,351 shares; 2024Q4: 2,327 shares; 2025Q1: 2,339 shares; 2025Q2: 2,353 shares; 2025Q3: 2,359 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 699 shares 699 $231K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,486 shares; 2024Q4: not reported; 2025Q1: 3,334 shares; 2025Q2: 3,358 shares; 2025Q3: 3,365 shares; 2025Q4: 3,240 shares; 2026Q1: 3,240 shares; 2026Q2: 2,719 shares 2,719 $230K 0.01% -521 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 434 shares; 2026Q2: 435 shares 435 $228K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 622 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $226K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares; 2026Q1: 1,924 shares; 2026Q2: 1,922 shares 1,922 $225K 0.01% -2 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: 1,742 shares; 2024Q4: 1,517 shares; 2025Q1: 943 shares; 2025Q2: 568 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 532 shares 532 $221K 0.01% new Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 657 shares 657 $218K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,288 shares 1,288 $210K 0.01% new 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: 1,084 shares; 2024Q4: 1,093 shares; 2025Q1: 600 shares; 2025Q2: 591 shares; 2025Q3: 616 shares; 2025Q4: 567 shares; 2026Q1: 531 shares; 2026Q2: 528 shares 528 $210K 0.01% -3 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES 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: 1,661 shares 1,661 $210K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: 1,358 shares; 2025Q3: 1,421 shares; 2025Q4: not reported; 2026Q1: 1,303 shares; 2026Q2: 1,302 shares 1,302 $208K 0.01% -1 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: 1,661 shares; 2025Q3: 1,768 shares; 2025Q4: 1,761 shares; 2026Q1: 1,811 shares; 2026Q2: 610 shares 610 $208K 0.01% -1,201 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE 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: 5,110 shares 5,110 $208K 0.01% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,338 shares; 2026Q1: not reported; 2026Q2: 1,162 shares 1,162 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,037 shares 1,037 $205K 0.01% new Timeline IWO 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: 513 shares 513 $202K 0.01% new Timeline AEYE AUDIOEYE INC More: the full row for AUDIOEYE 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: 22,945 shares; 2026Q1: 22,945 shares; 2026Q2: 22,945 shares 22,945 $133K 0.01% 0 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE 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: 10,224 shares 10,224 $121K 0.01% new Timeline THM INTERNATIONAL TOWER HILL MIN More: the full row for INTERNATIONAL TOWER HILL MIN 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: 42,331 shares; 2026Q2: 42,331 shares 42,331 $84.2K <0.01% 0 Timeline EPRX EUPRAXIA PHARMACEUTICALS INC More: the full row for EUPRAXIA PHARMACEUTICALS 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: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $72.7K <0.01% 0 Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,600 shares; 2024Q4: 28,600 shares; 2025Q1: 28,600 shares; 2025Q2: 28,600 shares; 2025Q3: 28,600 shares; 2025Q4: 28,600 shares; 2026Q1: 28,600 shares; 2026Q2: 28,600 shares 28,600 $69.2K <0.01% 0 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,617 shares; 2024Q4: 15,617 shares; 2025Q1: 15,617 shares; 2025Q2: 15,617 shares; 2025Q3: 15,617 shares; 2025Q4: 15,617 shares; 2026Q1: 15,617 shares; 2026Q2: 15,617 shares 15,617 $28.4K <0.01% 0 Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,675 shares; 2026Q2: 17,675 shares 17,675 $14.6K <0.01% +5,000 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN 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: 19,345 shares; 2026Q2: 19,889 shares 19,889 $13.5K <0.01% +544 Timeline