SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,250,110 shares; 2025Q1: 1,242,387 shares; 2025Q2: 1,310,038 shares; 2025Q3: 1,332,974 shares; 2025Q4: 1,317,731 shares; 2026Q1: 1,350,873 shares; 2026Q2: 1,382,183 shares; 2026Q3: 1,390,802 shares 1,390,802 $50M 13.32% +8,619 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; 2024Q4: 1,038,132 shares; 2025Q1: 1,041,330 shares; 2025Q2: 1,103,342 shares; 2025Q3: 1,133,690 shares; 2025Q4: 1,135,273 shares; 2026Q1: 1,168,407 shares; 2026Q2: 1,196,106 shares; 2026Q3: 1,215,553 shares 1,215,553 $40.5M 10.79% +19,447 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 335,554 shares; 2025Q1: 350,384 shares; 2025Q2: 370,984 shares; 2025Q3: 388,081 shares; 2025Q4: 393,649 shares; 2026Q1: 419,077 shares; 2026Q2: 433,737 shares; 2026Q3: 440,132 shares 440,132 $39.4M 10.49% +6,395 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,611 shares; 2025Q1: 53,266 shares; 2025Q2: 54,852 shares; 2025Q3: 56,080 shares; 2025Q4: 56,628 shares; 2026Q1: 58,108 shares; 2026Q2: 347,008 shares; 2026Q3: 350,820 shares 350,820 $31.6M 8.42% +3,812 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,184 shares; 2025Q1: 121,480 shares; 2025Q2: 127,130 shares; 2025Q3: 132,266 shares; 2025Q4: 134,419 shares; 2026Q1: 137,397 shares; 2026Q2: 139,016 shares; 2026Q3: 139,973 shares 139,973 $30.2M 8.06% +957 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; 2024Q4: 241,546 shares; 2025Q1: 242,039 shares; 2025Q2: 252,860 shares; 2025Q3: 268,428 shares; 2025Q4: 273,635 shares; 2026Q1: 287,876 shares; 2026Q2: 300,556 shares; 2026Q3: 319,730 shares 319,730 $22.4M 5.98% +19,174 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210,886 shares; 2025Q1: 215,710 shares; 2025Q2: 225,127 shares; 2025Q3: 232,971 shares; 2025Q4: 234,766 shares; 2026Q1: 254,015 shares; 2026Q2: 257,157 shares; 2026Q3: 262,212 shares 262,212 $21.3M 5.67% +5,055 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,272 shares; 2025Q1: 35,958 shares; 2025Q2: 38,217 shares; 2025Q3: 39,510 shares; 2025Q4: 39,872 shares; 2026Q1: 41,097 shares; 2026Q2: 41,562 shares; 2026Q3: 42,054 shares 42,054 $14.2M 3.79% +492 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 158,316 shares; 2025Q1: 145,436 shares; 2025Q2: 145,592 shares; 2025Q3: 145,172 shares; 2025Q4: 145,241 shares; 2026Q1: 147,373 shares; 2026Q2: 143,750 shares; 2026Q3: 144,213 shares 144,213 $14M 3.72% +463 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,823 shares; 2025Q1: 49,143 shares; 2025Q2: 52,221 shares; 2025Q3: 53,910 shares; 2025Q4: 54,583 shares; 2026Q1: 56,113 shares; 2026Q2: 57,527 shares; 2026Q3: 58,722 shares 58,722 $13.6M 3.62% +1,195 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,016 shares; 2025Q1: 109,205 shares; 2025Q2: 105,581 shares; 2025Q3: 108,980 shares; 2025Q4: 112,489 shares; 2026Q1: 108,068 shares; 2026Q2: 113,805 shares; 2026Q3: 106,827 shares 106,827 $10.8M 2.88% -6,978 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,493 shares; 2025Q1: 119,981 shares; 2025Q2: 122,104 shares; 2025Q3: 120,420 shares; 2025Q4: 121,635 shares; 2026Q1: 122,038 shares; 2026Q2: 123,668 shares; 2026Q3: 126,007 shares 126,007 $8.9M 2.37% +2,339 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,949 shares; 2025Q1: 87,309 shares; 2025Q2: 90,649 shares; 2025Q3: 96,497 shares; 2025Q4: 98,500 shares; 2026Q1: 100,842 shares; 2026Q2: 104,860 shares; 2026Q3: 111,551 shares 111,551 $5.23M 1.39% +6,691 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99,042 shares; 2025Q1: 105,703 shares; 2025Q2: 102,731 shares; 2025Q3: 105,774 shares; 2025Q4: 105,177 shares; 2026Q1: 92,638 shares; 2026Q2: 93,136 shares; 2026Q3: 89,061 shares 89,061 $4.28M 1.14% -4,075 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,765 shares; 2025Q1: 11,762 shares; 2025Q2: 12,680 shares; 2025Q3: 12,730 shares; 2025Q4: 12,784 shares; 2026Q1: 12,894 shares; 2026Q2: 12,886 shares; 2026Q3: 12,513 shares 12,513 $4.17M 1.11% -373 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,204 shares; 2025Q1: 4,001 shares; 2025Q2: 4,384 shares; 2025Q3: 4,515 shares; 2025Q4: 4,624 shares; 2026Q1: 4,759 shares; 2026Q2: 4,878 shares; 2026Q3: 4,947 shares 4,947 $3.47M 0.92% +69 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,146 shares; 2025Q1: 43,916 shares; 2025Q2: 44,555 shares; 2025Q3: 48,677 shares; 2025Q4: 50,658 shares; 2026Q1: 53,553 shares; 2026Q2: 55,228 shares; 2026Q3: 61,020 shares 61,020 $3M 0.8% +5,792 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,973 shares; 2025Q1: 99,692 shares; 2025Q2: 104,598 shares; 2025Q3: 110,567 shares; 2025Q4: 111,903 shares; 2026Q1: 112,614 shares; 2026Q2: 117,080 shares; 2026Q3: 123,883 shares 123,883 $2.8M 0.75% +6,803 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,920 shares; 2025Q1: 2,921 shares; 2025Q2: 3,705 shares; 2025Q3: 3,712 shares; 2025Q4: 3,720 shares; 2026Q1: 3,726 shares; 2026Q2: 3,726 shares; 2026Q3: 3,728 shares 3,728 $2.76M 0.73% +2 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,469 shares; 2025Q1: 4,709 shares; 2025Q2: 5,028 shares; 2025Q3: 5,030 shares; 2025Q4: 4,852 shares; 2026Q1: 4,820 shares; 2026Q2: 4,806 shares; 2026Q3: 4,406 shares 4,406 $2.26M 0.6% -400 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,381 shares; 2025Q1: 6,492 shares; 2025Q2: 6,467 shares; 2025Q3: 6,434 shares; 2025Q4: 6,414 shares; 2026Q1: 6,373 shares; 2026Q2: 6,330 shares; 2026Q3: 6,248 shares 6,248 $2.13M 0.57% -82 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,823 shares; 2025Q1: 82,803 shares; 2025Q2: 82,335 shares; 2025Q3: 83,674 shares; 2025Q4: 84,620 shares; 2026Q1: 76,518 shares; 2026Q2: 79,258 shares; 2026Q3: 80,373 shares 80,373 $2M 0.53% +1,115 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,637 shares; 2025Q1: 7,605 shares; 2025Q2: 8,059 shares; 2025Q3: 8,094 shares; 2025Q4: 8,383 shares; 2026Q1: 8,429 shares; 2026Q2: 8,469 shares; 2026Q3: 8,496 shares 8,496 $1.94M 0.52% +27 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,061 shares; 2025Q1: 29,679 shares; 2025Q2: 29,711 shares; 2025Q3: 30,377 shares; 2025Q4: 30,972 shares; 2026Q1: 27,567 shares; 2026Q2: 28,631 shares; 2026Q3: 30,493 shares 30,493 $1.93M 0.51% +1,862 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,202 shares; 2025Q1: 3,150 shares; 2025Q2: 3,047 shares; 2025Q3: 3,047 shares; 2025Q4: 2,695 shares; 2026Q1: 2,766 shares; 2026Q2: 2,793 shares; 2026Q3: 2,766 shares 2,766 $1.69M 0.45% -27 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,440 shares; 2025Q1: 6,453 shares; 2025Q2: 6,485 shares; 2025Q3: 6,590 shares; 2025Q4: 6,492 shares; 2026Q1: 6,499 shares; 2026Q2: 6,594 shares; 2026Q3: 6,629 shares 6,629 $1.65M 0.44% +35 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,826 shares; 2025Q1: 3,437 shares; 2025Q2: 3,467 shares; 2025Q3: 4,173 shares; 2025Q4: 4,387 shares; 2026Q1: 4,460 shares; 2026Q2: 4,610 shares; 2026Q3: 4,697 shares 4,697 $1.62M 0.43% +87 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,527 shares; 2025Q1: 54,770 shares; 2025Q2: 54,210 shares; 2025Q3: 50,726 shares; 2025Q4: 50,193 shares; 2026Q1: 51,076 shares; 2026Q2: 51,559 shares; 2026Q3: 52,824 shares 52,824 $1.58M 0.42% +1,265 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,413 shares; 2025Q1: 7,244 shares; 2025Q2: 7,477 shares; 2025Q3: 7,656 shares; 2025Q4: 7,736 shares; 2026Q1: 7,746 shares; 2026Q2: 7,702 shares; 2026Q3: 7,373 shares 7,373 $1.54M 0.41% -329 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,093 shares; 2025Q1: 4,022 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares; 2025Q4: 4,051 shares; 2026Q1: 4,051 shares; 2026Q2: 4,012 shares; 2026Q3: 3,843 shares 3,843 $1.37M 0.37% -169 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,770 shares; 2025Q1: 7,696 shares; 2025Q2: 7,594 shares; 2025Q3: 7,547 shares; 2025Q4: 7,432 shares; 2026Q1: 7,423 shares; 2026Q2: 7,296 shares; 2026Q3: 14,562 shares 14,562 $1.23M 0.33% +7,266 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,256 shares; 2025Q1: 19,113 shares; 2025Q2: 19,795 shares; 2025Q3: 18,389 shares; 2025Q4: 18,568 shares; 2026Q1: 18,655 shares; 2026Q2: 19,062 shares; 2026Q3: 20,347 shares 20,347 $1.21M 0.32% +1,285 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,217 shares; 2025Q1: 50,170 shares; 2025Q2: 50,129 shares; 2025Q3: 52,224 shares; 2025Q4: 49,835 shares; 2026Q1: 50,798 shares; 2026Q2: 50,059 shares; 2026Q3: 50,094 shares 50,094 $1.2M 0.32% +35 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,441 shares; 2025Q1: 2,453 shares; 2025Q2: 3,271 shares; 2025Q3: 3,288 shares; 2025Q4: 3,318 shares; 2026Q1: 3,339 shares; 2026Q2: 3,353 shares; 2026Q3: 3,308 shares 3,308 $1.17M 0.31% -45 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,065 shares; 2025Q1: 38,140 shares; 2025Q2: 44,313 shares; 2025Q3: 40,949 shares; 2025Q4: 49,721 shares; 2026Q1: 51,641 shares; 2026Q2: 51,641 shares; 2026Q3: 51,721 shares 51,721 $983K 0.26% +80 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,148 shares; 2025Q1: 6,148 shares; 2025Q2: 6,148 shares; 2025Q3: 6,166 shares; 2025Q4: 6,204 shares; 2026Q1: 6,204 shares; 2026Q2: 6,207 shares; 2026Q3: 6,235 shares 6,235 $969K 0.26% +28 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,539 shares; 2025Q1: 7,537 shares; 2025Q2: 7,535 shares; 2025Q3: 7,534 shares; 2025Q4: 7,534 shares; 2026Q1: 7,830 shares; 2026Q2: 9,007 shares; 2026Q3: 9,091 shares 9,091 $886K 0.24% +84 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,676 shares; 2025Q1: 2,754 shares; 2025Q2: 2,758 shares; 2025Q3: 2,759 shares; 2025Q4: 2,759 shares; 2026Q1: 2,756 shares; 2026Q2: 2,670 shares; 2026Q3: 2,671 shares 2,671 $884K 0.24% +1 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 858 shares; 2025Q2: 958 shares; 2025Q3: 956 shares; 2025Q4: 956 shares; 2026Q1: 956 shares; 2026Q2: 944 shares; 2026Q3: 944 shares 944 $859K 0.23% 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; 2024Q4: 1,230 shares; 2025Q1: 1,234 shares; 2025Q2: 1,203 shares; 2025Q3: 1,193 shares; 2025Q4: 1,166 shares; 2026Q1: 1,139 shares; 2026Q2: 1,139 shares; 2026Q3: 1,132 shares 1,132 $821K 0.22% -7 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,212 shares; 2025Q1: 2,203 shares; 2025Q2: 2,206 shares; 2025Q3: 2,203 shares; 2025Q4: 2,203 shares; 2026Q1: 2,203 shares; 2026Q2: 2,203 shares; 2026Q3: 2,203 shares 2,203 $792K 0.21% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,421 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,414 shares; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares; 2026Q2: 1,413 shares; 2026Q3: 1,411 shares 1,411 $778K 0.21% -2 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,543 shares 4,543 $739K 0.2% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,467 shares; 2025Q1: 1,458 shares; 2025Q2: 1,474 shares; 2025Q3: 1,435 shares; 2025Q4: 1,429 shares; 2026Q1: 1,605 shares; 2026Q2: 1,618 shares; 2026Q3: 1,613 shares 1,613 $736K 0.2% -5 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; 2024Q4: 3,347 shares; 2025Q1: 3,501 shares; 2025Q2: 2,829 shares; 2025Q3: 2,832 shares; 2025Q4: 2,838 shares; 2026Q1: 2,838 shares; 2026Q2: 2,821 shares; 2026Q3: 2,821 shares 2,821 $717K 0.19% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,529 shares 5,529 $695K 0.19% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,532 shares; 2025Q1: 1,665 shares; 2025Q2: 1,760 shares; 2025Q3: 1,772 shares; 2025Q4: 1,779 shares; 2026Q1: 1,873 shares; 2026Q2: 1,900 shares; 2026Q3: 1,826 shares 1,826 $641K 0.17% -74 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,137 shares; 2026Q2: 5,219 shares; 2026Q3: 5,769 shares 5,769 $603K 0.16% +550 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; 2024Q4: 1,606 shares; 2025Q1: 1,603 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares; 2026Q1: 1,574 shares; 2026Q2: 1,566 shares; 2026Q3: 1,500 shares 1,500 $593K 0.16% -66 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 509 shares; 2026Q3: 508 shares 508 $541K 0.14% -1 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,840 shares; 2025Q1: 3,218 shares; 2025Q2: 3,218 shares; 2025Q3: 2,906 shares; 2025Q4: 3,214 shares; 2026Q1: 3,602 shares; 2026Q2: 3,754 shares; 2026Q3: 3,754 shares 3,754 $534K 0.14% 0 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; 2024Q4: 11,037 shares; 2025Q1: 11,069 shares; 2025Q2: 13,507 shares; 2025Q3: 14,377 shares; 2025Q4: 14,550 shares; 2026Q1: 15,239 shares; 2026Q2: 15,349 shares; 2026Q3: 11,055 shares 11,055 $524K 0.14% -4,294 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,691 shares; 2025Q4: 1,844 shares; 2026Q1: 1,976 shares; 2026Q2: 2,128 shares; 2026Q3: 2,209 shares 2,209 $504K 0.13% +81 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; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,168 shares; 2026Q1: 1,165 shares; 2026Q2: 1,145 shares; 2026Q3: 1,145 shares 1,145 $466K 0.12% 0 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; 2024Q4: 1,131 shares; 2025Q1: 1,135 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares; 2026Q1: 1,127 shares; 2026Q2: 1,123 shares; 2026Q3: 1,119 shares 1,119 $444K 0.12% -4 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,962 shares; 2025Q1: 8,962 shares; 2025Q2: 8,709 shares; 2025Q3: 8,709 shares; 2025Q4: 8,709 shares; 2026Q1: 8,709 shares; 2026Q2: 8,709 shares; 2026Q3: 8,668 shares 8,668 $435K 0.12% -41 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,454 shares; 2025Q2: 1,332 shares; 2025Q3: 1,323 shares; 2025Q4: 1,444 shares; 2026Q1: 1,356 shares; 2026Q2: 1,691 shares; 2026Q3: 1,624 shares 1,624 $430K 0.11% -67 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447 shares; 2025Q4: 421 shares; 2026Q1: 509 shares; 2026Q2: 505 shares; 2026Q3: 505 shares 505 $409K 0.11% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,475 shares; 2025Q1: 1,662 shares; 2025Q2: 1,633 shares; 2025Q3: 1,614 shares; 2025Q4: 1,586 shares; 2026Q1: 1,495 shares; 2026Q2: 1,510 shares; 2026Q3: 1,706 shares 1,706 $392K 0.1% +196 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,827 shares; 2025Q1: 2,694 shares; 2025Q2: 2,592 shares; 2025Q3: 2,598 shares; 2025Q4: 2,650 shares; 2026Q1: 2,667 shares; 2026Q2: 2,664 shares; 2026Q3: 2,654 shares 2,654 $386K 0.1% -10 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 820 shares; 2026Q1: 794 shares; 2026Q2: 776 shares; 2026Q3: 747 shares 747 $382K 0.1% -29 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209 shares; 2026Q2: 207 shares; 2026Q3: 205 shares 205 $371K 0.1% -2 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 328 shares; 2025Q1: 318 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 311 shares; 2026Q1: 310 shares; 2026Q2: 308 shares; 2026Q3: 316 shares 316 $366K 0.1% +8 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; 2024Q4: 7,378 shares; 2025Q1: 8,411 shares; 2025Q2: 7,418 shares; 2025Q3: 7,424 shares; 2025Q4: 7,429 shares; 2026Q1: 7,434 shares; 2026Q2: 6,845 shares; 2026Q3: 6,620 shares 6,620 $360K 0.1% -225 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,011 shares; 2026Q2: 1,002 shares; 2026Q3: 912 shares 912 $354K 0.09% -90 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; 2024Q4: 1,678 shares; 2025Q1: 1,601 shares; 2025Q2: 1,628 shares; 2025Q3: 1,624 shares; 2025Q4: 1,611 shares; 2026Q1: 1,660 shares; 2026Q2: 1,533 shares; 2026Q3: 1,581 shares 1,581 $350K 0.09% +48 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; 2024Q4: 1,975 shares; 2025Q1: 1,918 shares; 2025Q2: 1,868 shares; 2025Q3: 1,853 shares; 2025Q4: 1,852 shares; 2026Q1: 1,848 shares; 2026Q2: 1,885 shares; 2026Q3: 1,834 shares 1,834 $350K 0.09% -51 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; 2024Q4: not reported; 2025Q1: 2,501 shares; 2025Q2: 2,451 shares; 2025Q3: 2,375 shares; 2025Q4: 2,421 shares; 2026Q1: 2,369 shares; 2026Q2: 2,330 shares; 2026Q3: 2,333 shares 2,333 $348K 0.09% +3 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,023 shares; 2025Q1: 4,023 shares; 2025Q2: 4,048 shares; 2025Q3: 4,048 shares; 2025Q4: 4,048 shares; 2026Q1: 4,053 shares; 2026Q2: 3,971 shares; 2026Q3: 3,971 shares 3,971 $343K 0.09% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 671 shares; 2026Q3: 630 shares 630 $339K 0.09% -41 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,242 shares; 2025Q3: 3,220 shares; 2025Q4: 3,287 shares; 2026Q1: 3,264 shares; 2026Q2: 3,235 shares; 2026Q3: 3,102 shares 3,102 $334K 0.09% -133 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,872 shares; 2025Q1: 8,372 shares; 2025Q2: 7,872 shares; 2025Q3: 7,872 shares; 2025Q4: 7,872 shares; 2026Q1: 7,872 shares; 2026Q2: 7,866 shares; 2026Q3: 7,866 shares 7,866 $318K 0.08% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,745 shares; 2025Q2: 2,740 shares; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares; 2026Q1: 2,941 shares; 2026Q2: 3,438 shares; 2026Q3: 3,460 shares 3,460 $315K 0.08% +22 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,787 shares; 2026Q3: 1,857 shares 1,857 $300K 0.08% +70 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; 2024Q4: 690 shares; 2025Q1: 753 shares; 2025Q2: 1,044 shares; 2025Q3: 1,020 shares; 2025Q4: 1,019 shares; 2026Q1: 1,014 shares; 2026Q2: 988 shares; 2026Q3: 986 shares 986 $300K 0.08% -2 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,702 shares; 2025Q1: 12,252 shares; 2025Q2: 9,933 shares; 2025Q3: 9,346 shares; 2025Q4: 12,295 shares; 2026Q1: 9,222 shares; 2026Q2: 9,158 shares; 2026Q3: 9,177 shares 9,177 $299K 0.08% +19 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 801 shares; 2025Q3: 704 shares; 2025Q4: 700 shares; 2026Q1: 981 shares; 2026Q2: 940 shares; 2026Q3: 933 shares 933 $291K 0.08% -7 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,961 shares; 2025Q1: 8,999 shares; 2025Q2: 10,228 shares; 2025Q3: 11,086 shares; 2025Q4: 13,728 shares; 2026Q1: 14,083 shares; 2026Q2: 14,610 shares; 2026Q3: 12,392 shares 12,392 $291K 0.08% -2,218 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,409 shares; 2026Q1: 1,517 shares; 2026Q2: 1,448 shares; 2026Q3: 1,423 shares 1,423 $291K 0.08% -25 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; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: not reported; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 425 shares; 2026Q2: 424 shares; 2026Q3: 424 shares 424 $286K 0.08% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,983 shares; 2025Q4: 1,983 shares; 2026Q1: 1,983 shares; 2026Q2: 2,221 shares; 2026Q3: 2,221 shares 2,221 $273K 0.07% 0 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; 2024Q4: 595 shares; 2025Q1: 584 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: 551 shares; 2026Q3: 551 shares 551 $271K 0.07% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,276 shares; 2025Q3: 2,263 shares; 2025Q4: 2,662 shares; 2026Q1: 2,622 shares; 2026Q2: 2,594 shares; 2026Q3: 2,575 shares 2,575 $268K 0.07% -19 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 2,048 shares; 2026Q1: 2,036 shares; 2026Q2: 2,050 shares; 2026Q3: 2,014 shares 2,014 $261K 0.07% -36 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; 2024Q4: 3,030 shares; 2025Q1: 3,018 shares; 2025Q2: 3,328 shares; 2025Q3: 3,313 shares; 2025Q4: 3,393 shares; 2026Q1: 3,346 shares; 2026Q2: 3,234 shares; 2026Q3: 3,221 shares 3,221 $258K 0.07% -13 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 512 shares; 2025Q3: 505 shares; 2025Q4: 521 shares; 2026Q1: 516 shares; 2026Q2: 525 shares; 2026Q3: 514 shares 514 $256K 0.07% -11 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 755 shares; 2026Q3: 746 shares 746 $245K 0.07% -9 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,088 shares; 2025Q1: 1,091 shares; 2025Q2: 948 shares; 2025Q3: 937 shares; 2025Q4: 931 shares; 2026Q1: 926 shares; 2026Q2: 1,111 shares; 2026Q3: 1,111 shares 1,111 $244K 0.07% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,315 shares; 2025Q1: 822 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 782 shares; 2026Q1: 849 shares; 2026Q2: not reported; 2026Q3: 994 shares 994 $238K 0.06% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 539 shares; 2026Q3: 539 shares 539 $232K 0.06% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,416 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 876 shares; 2026Q1: not reported; 2026Q2: 891 shares; 2026Q3: 884 shares 884 $231K 0.06% -7 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares; 2026Q3: 11,500 shares 11,500 $227K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,555 shares 3,555 $227K 0.06% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 848 shares; 2026Q1: 829 shares; 2026Q2: not reported; 2026Q3: 812 shares 812 $224K 0.06% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,123 shares 1,123 $207K 0.06% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 868 shares; 2026Q3: 868 shares 868 $206K 0.05% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,194 shares; 2026Q2: not reported; 2026Q3: 2,152 shares 2,152 $205K 0.05% new 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; 2024Q4: 5,017 shares; 2025Q1: 5,588 shares; 2025Q2: 4,706 shares; 2025Q3: 4,634 shares; 2025Q4: not reported; 2026Q1: 4,511 shares; 2026Q2: not reported; 2026Q3: 4,438 shares 4,438 $204K 0.05% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 856 shares; 2025Q1: 818 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 972 shares 972 $203K 0.05% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,486 shares; 2025Q1: 3,481 shares; 2025Q2: 3,462 shares; 2025Q3: 3,462 shares; 2025Q4: 3,449 shares; 2026Q1: 3,451 shares; 2026Q2: not reported; 2026Q3: 3,435 shares 3,435 $201K 0.05% new Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,901 shares; 2025Q3: 14,901 shares; 2025Q4: 14,901 shares; 2026Q1: 14,901 shares; 2026Q2: 14,901 shares; 2026Q3: 14,901 shares 14,901 $187K 0.05% 0 Timeline