PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 805,216 shares; 2024Q4: 790,454 shares; 2025Q1: 740,856 shares; 2025Q2: 753,288 shares; 2025Q3: 752,570 shares; 2025Q4: 761,587 shares; 2026Q1: 765,838 shares; 2026Q2: 755,885 shares 755,885 $165M 16.83% -9,953 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: 454,798 shares; 2024Q4: 452,000 shares; 2025Q1: 437,416 shares; 2025Q2: 432,733 shares; 2025Q3: 431,592 shares; 2025Q4: 425,758 shares; 2026Q1: 418,867 shares; 2026Q2: 407,200 shares 407,200 $118M 12.01% -11,667 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349,212 shares; 2024Q4: 349,040 shares; 2025Q1: 352,034 shares; 2025Q2: 351,702 shares; 2025Q3: 350,810 shares; 2025Q4: 348,871 shares; 2026Q1: 348,657 shares; 2026Q2: 340,880 shares 340,880 $83.9M 8.56% -7,777 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: 185,204 shares; 2024Q4: 186,994 shares; 2025Q1: 190,194 shares; 2025Q2: 188,494 shares; 2025Q3: 188,859 shares; 2025Q4: 187,560 shares; 2026Q1: 187,805 shares; 2026Q2: 186,803 shares 186,803 $66.8M 6.81% -1,002 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697,124 shares; 2024Q4: 692,578 shares; 2025Q1: 448,602 shares; 2025Q2: 442,598 shares; 2025Q3: 430,680 shares; 2025Q4: 423,058 shares; 2026Q1: 419,146 shares; 2026Q2: 408,853 shares 408,853 $47.7M 4.86% -10,293 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: 128,006 shares; 2024Q4: 128,363 shares; 2025Q1: 126,561 shares; 2025Q2: 125,977 shares; 2025Q3: 125,228 shares; 2025Q4: 124,132 shares; 2026Q1: 123,995 shares; 2026Q2: 121,368 shares 121,368 $45.3M 4.62% -2,627 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,015 shares; 2024Q4: 209,395 shares; 2025Q1: 210,116 shares; 2025Q2: 212,582 shares; 2025Q3: 212,552 shares; 2025Q4: 212,358 shares; 2026Q1: 211,448 shares; 2026Q2: 207,733 shares 207,733 $32.4M 3.3% -3,715 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: 359,553 shares; 2024Q4: 361,235 shares; 2025Q1: 366,543 shares; 2025Q2: 364,732 shares; 2025Q3: 367,468 shares; 2025Q4: 366,513 shares; 2026Q1: 363,150 shares; 2026Q2: 363,890 shares 363,890 $30.5M 3.11% +740 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: 91,488 shares; 2024Q4: 90,620 shares; 2025Q1: 88,033 shares; 2025Q2: 86,652 shares; 2025Q3: 85,857 shares; 2025Q4: 83,756 shares; 2026Q1: 83,068 shares; 2026Q2: 77,299 shares 77,299 $27.3M 2.78% -5,769 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: 430,559 shares; 2024Q4: 429,821 shares; 2025Q1: 439,410 shares; 2025Q2: 437,463 shares; 2025Q3: 440,157 shares; 2025Q4: 439,784 shares; 2026Q1: 438,544 shares; 2026Q2: 431,534 shares 431,534 $25.8M 2.63% -7,010 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,609 shares; 2024Q4: 51,012 shares; 2025Q1: 51,104 shares; 2025Q2: 51,004 shares; 2025Q3: 50,835 shares; 2025Q4: 48,006 shares; 2026Q1: 48,202 shares; 2026Q2: 47,085 shares 47,085 $24.4M 2.49% -1,117 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: 172,847 shares; 2024Q4: 175,039 shares; 2025Q1: 171,809 shares; 2025Q2: 173,546 shares; 2025Q3: 173,896 shares; 2025Q4: 173,497 shares; 2026Q1: 170,833 shares; 2026Q2: 170,502 shares 170,502 $23.3M 2.38% -331 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,191 shares; 2024Q4: 145,522 shares; 2025Q1: 144,148 shares; 2025Q2: 143,272 shares; 2025Q3: 143,438 shares; 2025Q4: 206,641 shares; 2026Q1: 227,971 shares; 2026Q2: 223,427 shares 223,427 $22M 2.24% -4,544 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,785 shares; 2024Q4: 208,320 shares; 2025Q1: 251,814 shares; 2025Q2: 305,906 shares; 2025Q3: 310,969 shares; 2025Q4: 284,756 shares; 2026Q1: 300,840 shares; 2026Q2: 302,441 shares 302,441 $15.2M 1.55% +1,601 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: 46,846 shares; 2024Q4: 46,738 shares; 2025Q1: 46,998 shares; 2025Q2: 46,907 shares; 2025Q3: 46,939 shares; 2025Q4: 46,904 shares; 2026Q1: 46,847 shares; 2026Q2: 46,743 shares 46,743 $14.7M 1.5% -104 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: 42,119 shares; 2024Q4: 42,142 shares; 2025Q1: 42,182 shares; 2025Q2: 41,774 shares; 2025Q3: 41,637 shares; 2025Q4: 41,220 shares; 2026Q1: 40,972 shares; 2026Q2: 40,403 shares 40,403 $13.7M 1.39% -569 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,152 shares; 2024Q4: 292,257 shares; 2025Q1: 290,807 shares; 2025Q2: 288,461 shares; 2025Q3: 285,749 shares; 2025Q4: 283,646 shares; 2026Q1: 282,705 shares; 2026Q2: 269,735 shares 269,735 $13.3M 1.35% -12,970 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: 144,568 shares; 2024Q4: 143,969 shares; 2025Q1: 145,479 shares; 2025Q2: 145,425 shares; 2025Q3: 145,479 shares; 2025Q4: 145,013 shares; 2026Q1: 144,834 shares; 2026Q2: 141,930 shares 141,930 $13.1M 1.33% -2,904 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: 35,635 shares; 2024Q4: 35,570 shares; 2025Q1: 31,816 shares; 2025Q2: 31,746 shares; 2025Q3: 31,746 shares; 2025Q4: 31,726 shares; 2026Q1: 31,676 shares; 2026Q2: 31,676 shares 31,676 $11.7M 1.19% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,706 shares; 2024Q4: 16,646 shares; 2025Q1: 16,526 shares; 2025Q2: 16,051 shares; 2025Q3: 16,051 shares; 2025Q4: 14,671 shares; 2026Q1: 14,246 shares; 2026Q2: 14,216 shares 14,216 $10.6M 1.08% -30 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: 85,084 shares; 2024Q4: 85,678 shares; 2025Q1: 85,233 shares; 2025Q2: 83,391 shares; 2025Q3: 82,703 shares; 2025Q4: 80,099 shares; 2026Q1: 79,830 shares; 2026Q2: 78,221 shares 78,221 $10.6M 1.08% -1,609 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,059 shares; 2024Q4: 286,186 shares; 2025Q1: 462,255 shares; 2025Q2: 460,545 shares; 2025Q3: 444,981 shares; 2025Q4: 236,319 shares; 2026Q1: 421,282 shares; 2026Q2: 403,875 shares 403,875 $9.92M 1.01% -17,407 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,058 shares; 2024Q4: 24,193 shares; 2025Q1: 24,265 shares; 2025Q2: 24,030 shares; 2025Q3: 24,066 shares; 2025Q4: 25,950 shares; 2026Q1: 25,932 shares; 2026Q2: 25,549 shares 25,549 $8.71M 0.89% -383 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: 32,756 shares; 2024Q4: 32,776 shares; 2025Q1: 32,516 shares; 2025Q2: 32,075 shares; 2025Q3: 31,354 shares; 2025Q4: 31,248 shares; 2026Q1: 33,588 shares; 2026Q2: 33,658 shares 33,658 $8.18M 0.83% +70 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: 79,029 shares; 2024Q4: 239,867 shares; 2025Q1: 234,901 shares; 2025Q2: 230,710 shares; 2025Q3: 225,572 shares; 2025Q4: 245,409 shares; 2026Q1: 260,719 shares; 2026Q2: 264,613 shares 264,613 $7.79M 0.79% +3,894 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: 85,540 shares; 2024Q4: 83,068 shares; 2025Q1: 85,960 shares; 2025Q2: 84,658 shares; 2025Q3: 84,732 shares; 2025Q4: 76,523 shares; 2026Q1: 75,488 shares; 2026Q2: 74,529 shares 74,529 $7.17M 0.73% -959 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: 15,265 shares; 2024Q4: 15,271 shares; 2025Q1: 15,331 shares; 2025Q2: 15,239 shares; 2025Q3: 15,214 shares; 2025Q4: 15,076 shares; 2026Q1: 15,002 shares; 2026Q2: 15,002 shares 15,002 $5.29M 0.54% 0 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: 10,569 shares; 2024Q4: 10,569 shares; 2025Q1: 10,172 shares; 2025Q2: 10,176 shares; 2025Q3: 10,158 shares; 2025Q4: 10,116 shares; 2026Q1: 10,142 shares; 2026Q2: 10,231 shares 10,231 $5.12M 0.52% +89 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: 31,471 shares; 2024Q4: 31,471 shares; 2025Q1: 31,471 shares; 2025Q2: 31,471 shares; 2025Q3: 31,471 shares; 2025Q4: 31,471 shares; 2026Q1: 31,472 shares; 2026Q2: 31,472 shares 31,472 $4.94M 0.5% 0 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: 17,706 shares; 2024Q4: 17,387 shares; 2025Q1: 16,840 shares; 2025Q2: 16,620 shares; 2025Q3: 15,165 shares; 2025Q4: 15,044 shares; 2026Q1: 14,825 shares; 2026Q2: 14,821 shares 14,821 $4.85M 0.49% -4 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,036 shares; 2024Q4: 177,206 shares; 2025Q1: 175,712 shares; 2025Q2: 163,074 shares; 2025Q3: 176,043 shares; 2025Q4: 176,249 shares; 2026Q1: 173,721 shares; 2026Q2: 171,126 shares 171,126 $4.6M 0.47% -2,595 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: 23,287 shares; 2024Q4: 23,053 shares; 2025Q1: 21,185 shares; 2025Q2: 20,601 shares; 2025Q3: 20,399 shares; 2025Q4: 17,368 shares; 2026Q1: 16,793 shares; 2026Q2: 16,838 shares 16,838 $4.28M 0.44% +45 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: 70,098 shares; 2024Q4: 70,053 shares; 2025Q1: 66,953 shares; 2025Q2: 66,519 shares; 2025Q3: 66,414 shares; 2025Q4: 66,089 shares; 2026Q1: 66,360 shares; 2026Q2: 58,615 shares 58,615 $4.18M 0.43% -7,745 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,565 shares; 2024Q4: 91,140 shares; 2025Q1: 95,972 shares; 2025Q2: 98,758 shares; 2025Q3: 92,225 shares; 2025Q4: 89,506 shares; 2026Q1: 89,785 shares; 2026Q2: 89,476 shares 89,476 $4.16M 0.42% -309 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,110 shares; 2024Q4: 14,440 shares; 2025Q1: 14,105 shares; 2025Q2: 12,430 shares; 2025Q3: 12,430 shares; 2025Q4: 24,860 shares; 2026Q1: 24,385 shares; 2026Q2: 20,810 shares 20,810 $3.96M 0.4% -3,575 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: 3,611 shares; 2024Q4: 3,396 shares; 2025Q1: 3,396 shares; 2025Q2: 2,786 shares; 2025Q3: 2,771 shares; 2025Q4: 2,826 shares; 2026Q1: 2,786 shares; 2026Q2: 2,762 shares 2,762 $3.31M 0.34% -24 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: 3,809 shares; 2025Q1: 3,778 shares; 2025Q2: 3,429 shares; 2025Q3: 3,424 shares; 2025Q4: 3,361 shares; 2026Q1: 3,317 shares; 2026Q2: 3,336 shares 3,336 $3.21M 0.33% +19 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: 29,201 shares; 2024Q4: 28,627 shares; 2025Q1: 26,157 shares; 2025Q2: 26,055 shares; 2025Q3: 26,021 shares; 2025Q4: 25,953 shares; 2026Q1: 25,878 shares; 2026Q2: 25,869 shares 25,869 $3.04M 0.31% -9 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,750 shares; 2024Q4: 32,750 shares; 2025Q1: 32,750 shares; 2025Q2: 32,750 shares; 2025Q3: 32,750 shares; 2025Q4: 32,750 shares; 2026Q1: 32,750 shares; 2026Q2: 32,750 shares 32,750 $3M 0.31% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,586 shares; 2024Q4: 12,586 shares; 2025Q1: 12,701 shares; 2025Q2: 12,701 shares; 2025Q3: 12,701 shares; 2025Q4: 15,766 shares; 2026Q1: 12,701 shares; 2026Q2: 12,701 shares 12,701 $2.84M 0.29% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,329 shares; 2024Q4: 11,495 shares; 2025Q1: 11,643 shares; 2025Q2: 11,537 shares; 2025Q3: 11,457 shares; 2025Q4: 11,149 shares; 2026Q1: 10,927 shares; 2026Q2: 10,941 shares 10,941 $2.72M 0.28% +14 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: 16,318 shares; 2024Q4: 16,143 shares; 2025Q1: 16,144 shares; 2025Q2: 16,145 shares; 2025Q3: 15,796 shares; 2025Q4: 15,797 shares; 2026Q1: 15,798 shares; 2026Q2: 15,798 shares 15,798 $2.62M 0.27% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,387 shares; 2024Q4: 35,387 shares; 2025Q1: 34,752 shares; 2025Q2: 34,492 shares; 2025Q3: 38,517 shares; 2025Q4: 33,142 shares; 2026Q1: 32,662 shares; 2026Q2: 30,865 shares 30,865 $2.56M 0.26% -1,797 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: 21,068 shares; 2024Q4: 21,008 shares; 2025Q1: 19,358 shares; 2025Q2: 19,358 shares; 2025Q3: 19,058 shares; 2025Q4: 19,058 shares; 2026Q1: 19,008 shares; 2026Q2: 18,933 shares 18,933 $2.43M 0.25% -75 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: 27,058 shares; 2024Q4: 27,058 shares; 2025Q1: 26,222 shares; 2025Q2: 26,222 shares; 2025Q3: 26,222 shares; 2025Q4: 25,652 shares; 2026Q1: 25,641 shares; 2026Q2: 25,119 shares 25,119 $2.4M 0.24% -522 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,816 shares; 2024Q4: 92,448 shares; 2025Q1: 90,148 shares; 2025Q2: 84,793 shares; 2025Q3: 84,793 shares; 2025Q4: 84,793 shares; 2026Q1: 79,668 shares; 2026Q2: 79,668 shares 79,668 $2.31M 0.24% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,829 shares; 2024Q4: 2,791 shares; 2025Q1: 2,746 shares; 2025Q2: 2,746 shares; 2025Q3: 2,636 shares; 2025Q4: 2,684 shares; 2026Q1: 2,644 shares; 2026Q2: 2,719 shares 2,719 $2M 0.2% +75 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: 14,513 shares; 2024Q4: 14,513 shares; 2025Q1: 14,413 shares; 2025Q2: 14,413 shares; 2025Q3: 14,413 shares; 2025Q4: 13,863 shares; 2026Q1: 13,588 shares; 2026Q2: 13,578 shares 13,578 $1.99M 0.2% -10 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: 7,705 shares; 2024Q4: 7,705 shares; 2025Q1: 7,705 shares; 2025Q2: 7,475 shares; 2025Q3: 7,475 shares; 2025Q4: 7,504 shares; 2026Q1: 7,454 shares; 2026Q2: 7,570 shares 7,570 $1.9M 0.19% +116 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: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: 2,911 shares; 2025Q2: 2,913 shares; 2025Q3: 2,913 shares; 2025Q4: 2,613 shares; 2026Q1: 2,598 shares; 2026Q2: 2,602 shares 2,602 $1.79M 0.18% +4 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: 5,508 shares; 2024Q4: 5,503 shares; 2025Q1: 4,531 shares; 2025Q2: 4,214 shares; 2025Q3: 4,055 shares; 2025Q4: 4,054 shares; 2026Q1: 4,054 shares; 2026Q2: 4,049 shares 4,049 $1.68M 0.17% -5 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: 7,393 shares; 2024Q4: 7,453 shares; 2025Q1: 6,308 shares; 2025Q2: 6,199 shares; 2025Q3: 6,199 shares; 2025Q4: 6,661 shares; 2026Q1: 6,656 shares; 2026Q2: 6,606 shares 6,606 $1.57M 0.16% -50 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: 16,470 shares; 2024Q4: 16,470 shares; 2025Q1: 16,301 shares; 2025Q2: 16,291 shares; 2025Q3: 16,281 shares; 2025Q4: 15,440 shares; 2026Q1: 14,015 shares; 2026Q2: 14,046 shares 14,046 $1.44M 0.15% +31 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: 3,532 shares; 2024Q4: 3,532 shares; 2025Q1: 3,554 shares; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares; 2025Q4: 3,513 shares; 2026Q1: 3,513 shares; 2026Q2: 3,507 shares 3,507 $1.31M 0.13% -6 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: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,352 shares; 2025Q3: 4,357 shares; 2025Q4: 5,050 shares; 2026Q1: 6,290 shares; 2026Q2: 6,040 shares 6,040 $1.21M 0.12% -250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,836 shares; 2026Q1: 2,836 shares; 2026Q2: 2,760 shares 2,760 $1.16M 0.12% -76 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,573 shares; 2024Q4: 135,821 shares; 2025Q1: 14,152 shares; 2025Q2: 15,363 shares; 2025Q3: 15,339 shares; 2025Q4: 15,522 shares; 2026Q1: 15,139 shares; 2026Q2: 15,174 shares 15,174 $1.16M 0.12% +35 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,975 shares; 2024Q4: 5,975 shares; 2025Q1: 5,975 shares; 2025Q2: 5,975 shares; 2025Q3: 5,975 shares; 2025Q4: 5,975 shares; 2026Q1: 5,975 shares; 2026Q2: 5,975 shares 5,975 $1.11M 0.11% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 1,088 shares; 2026Q1: 1,063 shares; 2026Q2: 1,033 shares 1,033 $1.1M 0.11% -30 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: 1,327 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,239 shares; 2025Q3: 1,240 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares; 2026Q2: 1,171 shares 1,171 $1.1M 0.11% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 931 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: 919 shares; 2026Q2: 919 shares 919 $1.08M 0.11% 0 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: 50,360 shares; 2024Q4: 47,852 shares; 2025Q1: 47,663 shares; 2025Q2: 45,655 shares; 2025Q3: 45,547 shares; 2025Q4: 45,547 shares; 2026Q1: 44,347 shares; 2026Q2: 44,347 shares 44,347 $1.07M 0.11% 0 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: 4,247 shares; 2024Q4: 4,247 shares; 2025Q1: 4,132 shares; 2025Q2: 3,332 shares; 2025Q3: 3,332 shares; 2025Q4: 3,307 shares; 2026Q1: 3,504 shares; 2026Q2: 3,332 shares 3,332 $1M 0.1% -172 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: 9,767 shares; 2024Q4: 29,573 shares; 2025Q1: 29,136 shares; 2025Q2: 28,430 shares; 2025Q3: 28,433 shares; 2025Q4: 26,877 shares; 2026Q1: 30,205 shares; 2026Q2: 31,482 shares 31,482 $998K 0.1% +1,277 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: 19,215 shares; 2024Q4: 18,935 shares; 2025Q1: 18,783 shares; 2025Q2: 17,250 shares; 2025Q3: 16,460 shares; 2025Q4: 16,860 shares; 2026Q1: 16,860 shares; 2026Q2: 17,290 shares 17,290 $985K 0.1% +430 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: 1,649 shares; 2024Q4: 1,634 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,636 shares; 2025Q4: 1,512 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $951K 0.1% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,797 shares; 2024Q4: 169,074 shares; 2025Q1: 35,349 shares; 2025Q2: 38,446 shares; 2025Q3: 38,363 shares; 2025Q4: 37,704 shares; 2026Q1: 37,481 shares; 2026Q2: 37,662 shares 37,662 $902K 0.09% +181 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,922 shares; 2025Q2: 7,922 shares; 2025Q3: 7,922 shares; 2025Q4: 7,922 shares; 2026Q1: 7,922 shares; 2026Q2: 7,922 shares 7,922 $897K 0.09% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,373 shares; 2024Q4: 5,398 shares; 2025Q1: 5,398 shares; 2025Q2: 5,388 shares; 2025Q3: 5,318 shares; 2025Q4: 4,990 shares; 2026Q1: 4,943 shares; 2026Q2: 4,965 shares 4,965 $871K 0.09% +22 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: 2,247 shares; 2024Q4: 2,211 shares; 2025Q1: 1,889 shares; 2025Q2: 1,538 shares; 2025Q3: 1,483 shares; 2025Q4: 1,529 shares; 2026Q1: 1,202 shares; 2026Q2: 1,127 shares 1,127 $844K 0.09% -75 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,505 shares; 2025Q2: 2,635 shares; 2025Q3: 9,105 shares; 2025Q4: 9,105 shares; 2026Q1: 7,999 shares; 2026Q2: 7,749 shares 7,749 $830K 0.08% -250 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares 5,600 $782K 0.08% 0 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: 2,393 shares; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares 1,993 $734K 0.07% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 759 shares; 2024Q4: 749 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 749 shares; 2025Q4: 749 shares; 2026Q1: 749 shares; 2026Q2: 749 shares 749 $733K 0.07% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,340 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares; 2026Q2: 1,290 shares 1,290 $727K 0.07% -8 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: 10,015 shares; 2024Q4: 9,765 shares; 2025Q1: 9,830 shares; 2025Q2: 9,780 shares; 2025Q3: 9,280 shares; 2025Q4: 9,423 shares; 2026Q1: 9,248 shares; 2026Q2: 8,848 shares 8,848 $689K 0.07% -400 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 5,600 shares 5,600 $669K 0.07% +4,900 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,748 shares; 2024Q4: 16,748 shares; 2025Q1: 16,748 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 17,750 shares; 2026Q2: 17,750 shares 17,750 $652K 0.07% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 2,944 shares; 2026Q2: 2,944 shares 2,944 $642K 0.07% 0 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: 6,270 shares; 2024Q4: 5,955 shares; 2025Q1: 5,490 shares; 2025Q2: 5,490 shares; 2025Q3: 5,490 shares; 2025Q4: 5,490 shares; 2026Q1: 4,950 shares; 2026Q2: 4,952 shares 4,952 $626K 0.06% +2 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: 2,420 shares; 2024Q4: 2,425 shares; 2025Q1: 2,206 shares; 2025Q2: 2,183 shares; 2025Q3: 2,188 shares; 2025Q4: 2,193 shares; 2026Q1: 2,198 shares; 2026Q2: 2,303 shares 2,303 $623K 0.06% +105 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $575K 0.06% 0 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $573K 0.06% 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: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 4,850 shares; 2025Q3: 4,850 shares; 2025Q4: 4,850 shares; 2026Q1: 4,850 shares; 2026Q2: 4,850 shares 4,850 $571K 0.06% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012 shares; 2024Q4: 1,682 shares; 2025Q1: 1,642 shares; 2025Q2: 1,542 shares; 2025Q3: 1,522 shares; 2025Q4: 1,572 shares; 2026Q1: 1,572 shares; 2026Q2: 1,572 shares 1,572 $569K 0.06% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares; 2026Q2: 1,093 shares 1,093 $557K 0.06% +75 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: 11,314 shares; 2024Q4: 11,315 shares; 2025Q1: 7,816 shares; 2025Q2: 7,816 shares; 2025Q3: 7,817 shares; 2025Q4: 7,818 shares; 2026Q1: 6,694 shares; 2026Q2: 6,695 shares 6,695 $553K 0.06% +1 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,468 shares; 2024Q4: 12,428 shares; 2025Q1: 12,497 shares; 2025Q2: 12,265 shares; 2025Q3: 12,244 shares; 2025Q4: 12,204 shares; 2026Q1: 11,733 shares; 2026Q2: 11,764 shares 11,764 $548K 0.06% +31 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: 1,792 shares; 2024Q4: 1,792 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,792 shares; 2026Q1: 1,792 shares; 2026Q2: 1,792 shares 1,792 $504K 0.05% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares; 2025Q4: 1,663 shares; 2026Q1: 1,663 shares; 2026Q2: 1,663 shares 1,663 $497K 0.05% 0 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: 9,310 shares; 2024Q4: 9,310 shares; 2025Q1: 7,118 shares; 2025Q2: 7,118 shares; 2025Q3: 6,168 shares; 2025Q4: 6,168 shares; 2026Q1: 6,118 shares; 2026Q2: 6,118 shares 6,118 $497K 0.05% 0 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: 2,610 shares; 2024Q4: 2,611 shares; 2025Q1: 2,613 shares; 2025Q2: 2,614 shares; 2025Q3: 2,615 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares; 2026Q2: 2,220 shares 2,220 $495K 0.05% 0 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: 14,670 shares; 2024Q4: 14,672 shares; 2025Q1: 13,685 shares; 2025Q2: 12,246 shares; 2025Q3: 12,248 shares; 2025Q4: 8,937 shares; 2026Q1: 8,937 shares; 2026Q2: 8,494 shares 8,494 $489K 0.05% -443 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: 5,790 shares; 2024Q4: 5,290 shares; 2025Q1: 5,379 shares; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 5,090 shares; 2026Q1: 5,090 shares; 2026Q2: 5,090 shares 5,090 $462K 0.05% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 601 shares 601 $459K 0.05% -1 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: 5,870 shares; 2024Q4: 5,870 shares; 2025Q1: 5,855 shares; 2025Q2: 5,855 shares; 2025Q3: 5,855 shares; 2025Q4: 5,528 shares; 2026Q1: 5,528 shares; 2026Q2: 5,528 shares 5,528 $426K 0.04% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $390K 0.04% 0 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 5,712 shares; 2026Q1: 5,212 shares; 2026Q2: 5,200 shares 5,200 $371K 0.04% -12 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,808 shares; 2024Q4: 5,808 shares; 2025Q1: 5,808 shares; 2025Q2: 5,808 shares; 2025Q3: 5,808 shares; 2025Q4: 5,808 shares; 2026Q1: 5,808 shares; 2026Q2: 5,808 shares 5,808 $327K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,749 shares; 2024Q4: 2,749 shares; 2025Q1: 2,649 shares; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares; 2025Q4: 2,249 shares; 2026Q1: 2,249 shares; 2026Q2: 2,549 shares 2,549 $323K 0.03% +300 Timeline SCHK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,046 shares; 2026Q2: 8,900 shares 8,900 $321K 0.03% -146 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $319K 0.03% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,280 shares; 2024Q4: 4,210 shares; 2025Q1: 3,885 shares; 2025Q2: 3,885 shares; 2025Q3: 3,885 shares; 2025Q4: 3,885 shares; 2026Q1: 3,885 shares; 2026Q2: 3,401 shares 3,401 $312K 0.03% -484 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,867 shares; 2026Q1: 4,867 shares; 2026Q2: 4,552 shares 4,552 $311K 0.03% -315 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 582 shares; 2026Q2: 3,492 shares 3,492 $301K 0.03% +2,910 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $298K 0.03% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,824 shares; 2026Q2: 7,838 shares 7,838 $282K 0.03% -986 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $278K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 866 shares; 2026Q2: 2,220 shares 2,220 $276K 0.03% +1,354 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $275K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $268K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,172 shares; 2025Q4: 1,172 shares; 2026Q1: 1,172 shares; 2026Q2: 1,172 shares 1,172 $266K 0.03% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,650 shares; 2024Q4: 6,650 shares; 2025Q1: 6,650 shares; 2025Q2: 6,525 shares; 2025Q3: 6,525 shares; 2025Q4: 6,525 shares; 2026Q1: 6,525 shares; 2026Q2: 7,525 shares 7,525 $265K 0.03% +1,000 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares; 2025Q4: 1,663 shares; 2026Q1: 1,663 shares; 2026Q2: 1,663 shares 1,663 $263K 0.03% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 729 shares; 2026Q2: 729 shares 729 $258K 0.03% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $241K 0.02% 0 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: 850 shares; 2024Q4: 852 shares; 2025Q1: 832 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 745 shares; 2026Q1: 730 shares; 2026Q2: 695 shares 695 $238K 0.02% -35 Timeline CSX CSX CORP More: the full row for CSX 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: 4,755 shares 4,755 $226K 0.02% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 775 shares; 2026Q2: 700 shares 700 $211K 0.02% -75 Timeline