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: 133,810 shares; 2024Q4: 133,687 shares; 2025Q1: 133,844 shares; 2025Q2: 132,616 shares; 2025Q3: 132,610 shares; 2025Q4: 130,252 shares; 2026Q1: 126,339 shares; 2026Q2: 124,452 shares 124,452 $46.1M 27.81% -1,887 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: 37,884 shares; 2024Q4: 37,884 shares; 2025Q1: 37,884 shares; 2025Q2: 37,850 shares; 2025Q3: 37,850 shares; 2025Q4: 37,850 shares; 2026Q1: 37,776 shares; 2026Q2: 37,776 shares 37,776 $28.3M 17.09% 0 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: 153,914 shares; 2024Q4: 153,907 shares; 2025Q1: 153,730 shares; 2025Q2: 163,591 shares; 2025Q3: 163,468 shares; 2025Q4: 163,509 shares; 2026Q1: 161,483 shares; 2026Q2: 165,088 shares 165,088 $13.8M 8.35% +3,605 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: 85,007 shares; 2024Q4: 85,007 shares; 2025Q1: 86,128 shares; 2025Q2: 86,117 shares; 2025Q3: 86,117 shares; 2025Q4: 86,117 shares; 2026Q1: 84,936 shares; 2026Q2: 84,936 shares 84,936 $5.07M 3.06% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,695 shares; 2024Q4: 67,157 shares; 2025Q1: 68,024 shares; 2025Q2: 67,932 shares; 2025Q3: 67,932 shares; 2025Q4: 67,932 shares; 2026Q1: 63,012 shares; 2026Q2: 63,012 shares 63,012 $4.49M 2.71% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,693 shares; 2024Q4: 55,903 shares; 2025Q1: 55,903 shares; 2025Q2: 56,111 shares; 2025Q3: 56,111 shares; 2025Q4: 56,343 shares; 2026Q1: 56,343 shares; 2026Q2: 56,508 shares 56,508 $4.3M 2.6% +165 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,554 shares; 2024Q4: 23,554 shares; 2025Q1: 23,554 shares; 2025Q2: 23,554 shares; 2025Q3: 23,554 shares; 2025Q4: 23,554 shares; 2026Q1: 23,554 shares; 2026Q2: 23,263 shares 23,263 $3.59M 2.17% -291 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: 55,518 shares; 2024Q4: 111,125 shares; 2025Q1: 111,125 shares; 2025Q2: 106,978 shares; 2025Q3: 106,978 shares; 2025Q4: 106,769 shares; 2026Q1: 106,769 shares; 2026Q2: 127,443 shares 127,443 $3.53M 2.13% +20,674 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: 44,917 shares; 2024Q4: 134,751 shares; 2025Q1: 130,640 shares; 2025Q2: 130,640 shares; 2025Q3: 130,640 shares; 2025Q4: 130,613 shares; 2026Q1: 90,161 shares; 2026Q2: 87,999 shares 87,999 $2.59M 1.56% -2,162 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: 9,345 shares; 2024Q4: 9,345 shares; 2025Q1: 9,141 shares; 2025Q2: 8,230 shares; 2025Q3: 8,230 shares; 2025Q4: 6,279 shares; 2026Q1: 6,279 shares; 2026Q2: 6,432 shares 6,432 $2.4M 1.45% +153 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: 23,445 shares; 2024Q4: 23,576 shares; 2025Q1: 22,199 shares; 2025Q2: 23,852 shares; 2025Q3: 24,599 shares; 2025Q4: 24,712 shares; 2026Q1: 22,848 shares; 2026Q2: 23,020 shares 23,020 $2.22M 1.34% +172 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,026 shares; 2024Q4: 81,445 shares; 2025Q1: 71,565 shares; 2025Q2: 71,565 shares; 2025Q3: 72,104 shares; 2025Q4: 72,685 shares; 2026Q1: 40,000 shares; 2026Q2: 40,000 shares 40,000 $1.88M 1.13% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,031 shares; 2024Q4: 26,031 shares; 2025Q1: 26,031 shares; 2025Q2: 26,031 shares; 2025Q3: 26,031 shares; 2025Q4: 26,031 shares; 2026Q1: 26,236 shares; 2026Q2: 26,467 shares 26,467 $1.84M 1.11% +231 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: 7,065 shares; 2024Q4: 7,065 shares; 2025Q1: 7,065 shares; 2025Q2: 7,065 shares; 2025Q3: 7,065 shares; 2025Q4: 7,065 shares; 2026Q1: 6,964 shares; 2026Q2: 6,964 shares 6,964 $1.77M 1.07% 0 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: 43,719 shares; 2024Q4: 43,719 shares; 2025Q1: 43,719 shares; 2025Q2: 43,719 shares; 2025Q3: 43,719 shares; 2025Q4: 43,719 shares; 2026Q1: 43,719 shares; 2026Q2: 43,719 shares 43,719 $1.61M 0.97% 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: 5,172 shares; 2025Q2: 8,212 shares; 2025Q3: 11,409 shares; 2025Q4: 11,409 shares; 2026Q1: 18,045 shares; 2026Q2: 18,045 shares 18,045 $1.54M 0.93% 0 Timeline VGSH 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: 20,309 shares; 2024Q4: 21,109 shares; 2025Q1: 25,227 shares; 2025Q2: 27,967 shares; 2025Q3: 25,648 shares; 2025Q4: 25,648 shares; 2026Q1: 26,702 shares; 2026Q2: 25,331 shares 25,331 $1.47M 0.89% -1,371 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: 7,795 shares; 2024Q4: 7,795 shares; 2025Q1: 7,795 shares; 2025Q2: 7,795 shares; 2025Q3: 7,795 shares; 2025Q4: 7,795 shares; 2026Q1: 7,795 shares; 2026Q2: 7,795 shares 7,795 $1.44M 0.87% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,985 shares; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares; 2026Q1: 1,985 shares; 2026Q2: 1,985 shares 1,985 $1.36M 0.82% 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: 11,743 shares; 2024Q4: 11,905 shares; 2025Q1: 11,905 shares; 2025Q2: 11,996 shares; 2025Q3: 11,996 shares; 2025Q4: 12,126 shares; 2026Q1: 15,852 shares; 2026Q2: 15,912 shares 15,912 $1.32M 0.8% +60 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: 8,448 shares; 2025Q4: 8,448 shares; 2026Q1: 8,448 shares; 2026Q2: 8,685 shares 8,685 $1.21M 0.73% +237 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: 20,971 shares; 2024Q4: 19,253 shares; 2025Q1: 12,011 shares; 2025Q2: 12,118 shares; 2025Q3: 12,102 shares; 2025Q4: 12,102 shares; 2026Q1: 12,102 shares; 2026Q2: 12,102 shares 12,102 $1.17M 0.71% 0 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: 10,294 shares; 2024Q4: 10,204 shares; 2025Q1: 9,734 shares; 2025Q2: 10,566 shares; 2025Q3: 11,067 shares; 2025Q4: 10,886 shares; 2026Q1: 11,144 shares; 2026Q2: 12,028 shares 12,028 $1.15M 0.69% +884 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,840 shares; 2024Q4: 12,840 shares; 2025Q1: 13,266 shares; 2025Q2: 13,266 shares; 2025Q3: 13,266 shares; 2025Q4: 13,266 shares; 2026Q1: 13,336 shares; 2026Q2: 13,428 shares 13,428 $1.14M 0.69% +92 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: 15,622 shares; 2024Q4: 15,762 shares; 2025Q1: 15,834 shares; 2025Q2: 15,947 shares; 2025Q3: 16,062 shares; 2025Q4: 16,108 shares; 2026Q1: 15,538 shares; 2026Q2: 15,022 shares 15,022 $1.1M 0.67% -516 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: 13,440 shares; 2024Q4: 13,482 shares; 2025Q1: 13,503 shares; 2025Q2: 13,537 shares; 2025Q3: 13,571 shares; 2025Q4: 13,618 shares; 2026Q1: 13,640 shares; 2026Q2: 13,676 shares 13,676 $1.08M 0.65% +36 Timeline IGOV 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: 9,601 shares; 2025Q3: 9,601 shares; 2025Q4: 9,601 shares; 2026Q1: 18,202 shares; 2026Q2: 25,245 shares 25,245 $1.04M 0.63% +7,043 Timeline ISHG 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: 5,398 shares; 2025Q3: 5,398 shares; 2025Q4: 5,398 shares; 2026Q1: 10,191 shares; 2026Q2: 13,109 shares 13,109 $973K 0.59% +2,918 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,443 shares; 2024Q4: 16,443 shares; 2025Q1: 16,443 shares; 2025Q2: 16,443 shares; 2025Q3: 16,443 shares; 2025Q4: 16,443 shares; 2026Q1: 12,225 shares; 2026Q2: 12,225 shares 12,225 $933K 0.56% 0 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: 6,837 shares; 2024Q4: 6,837 shares; 2025Q1: 6,837 shares; 2025Q2: 6,837 shares; 2025Q3: 6,837 shares; 2025Q4: 6,837 shares; 2026Q1: 6,726 shares; 2026Q2: 6,726 shares 6,726 $911K 0.55% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,299 shares; 2024Q4: 7,299 shares; 2025Q1: 7,299 shares; 2025Q2: 7,299 shares; 2025Q3: 7,299 shares; 2025Q4: 6,355 shares; 2026Q1: 6,355 shares; 2026Q2: 6,355 shares 6,355 $905K 0.55% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,903 shares; 2024Q4: 12,962 shares; 2025Q1: 13,091 shares; 2025Q2: 13,133 shares; 2025Q3: 13,179 shares; 2025Q4: 13,261 shares; 2026Q1: 13,283 shares; 2026Q2: 13,323 shares 13,323 $901K 0.54% +40 Timeline SCHZ 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: 22,892 shares; 2024Q4: 45,874 shares; 2025Q1: 38,321 shares; 2025Q2: 39,067 shares; 2025Q3: 35,890 shares; 2025Q4: 35,914 shares; 2026Q1: 34,307 shares; 2026Q2: 37,305 shares 37,305 $863K 0.52% +2,998 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: 5,194 shares; 2024Q4: 5,194 shares; 2025Q1: 4,964 shares; 2025Q2: 4,964 shares; 2025Q3: 4,964 shares; 2025Q4: 4,964 shares; 2026Q1: 4,964 shares; 2026Q2: 4,964 shares 4,964 $842K 0.51% 0 Timeline PICB 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: 17,289 shares; 2025Q3: 17,289 shares; 2025Q4: 17,289 shares; 2026Q1: 32,431 shares; 2026Q2: 35,790 shares 35,790 $829K 0.5% +3,359 Timeline EFV 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: 10,635 shares; 2026Q1: 10,611 shares; 2026Q2: 10,611 shares 10,611 $812K 0.49% 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: 5,904 shares; 2024Q4: 5,904 shares; 2025Q1: 5,746 shares; 2025Q2: 5,624 shares; 2025Q3: 5,624 shares; 2025Q4: 5,624 shares; 2026Q1: 5,624 shares; 2026Q2: 4,690 shares 4,690 $798K 0.48% -934 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,452 shares; 2026Q1: 3,448 shares; 2026Q2: 3,448 shares 3,448 $783K 0.47% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,335 shares; 2024Q4: 7,335 shares; 2025Q1: 7,335 shares; 2025Q2: 7,335 shares; 2025Q3: 7,335 shares; 2025Q4: 7,335 shares; 2026Q1: 7,335 shares; 2026Q2: 7,432 shares 7,432 $764K 0.46% +97 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: 15,496 shares; 2024Q4: 15,496 shares; 2025Q1: 14,673 shares; 2025Q2: 14,904 shares; 2025Q3: 14,904 shares; 2025Q4: 14,582 shares; 2026Q1: 9,767 shares; 2026Q2: 9,767 shares 9,767 $761K 0.46% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,898 shares; 2024Q4: 8,898 shares; 2025Q1: 8,898 shares; 2025Q2: 8,898 shares; 2025Q3: 8,898 shares; 2025Q4: 8,898 shares; 2026Q1: 4,943 shares; 2026Q2: 3,860 shares 3,860 $734K 0.44% -1,083 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,651 shares; 2024Q4: 1,651 shares; 2025Q1: 1,651 shares; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,651 shares; 2026Q1: 1,651 shares; 2026Q2: 1,651 shares 1,651 $704K 0.43% 0 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: 4,618 shares; 2024Q4: 4,412 shares; 2025Q1: 4,282 shares; 2025Q2: 4,282 shares; 2025Q3: 4,165 shares; 2025Q4: 4,165 shares; 2026Q1: 4,165 shares; 2026Q2: 4,165 shares 4,165 $684K 0.41% 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: 5,338 shares; 2024Q4: 5,338 shares; 2025Q1: 5,338 shares; 2025Q2: 5,338 shares; 2025Q3: 5,338 shares; 2025Q4: 5,338 shares; 2026Q1: 5,338 shares; 2026Q2: 5,338 shares 5,338 $674K 0.41% 0 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: 13,841 shares; 2024Q4: 13,841 shares; 2025Q1: 13,841 shares; 2025Q2: 13,841 shares; 2025Q3: 13,841 shares; 2025Q4: 13,841 shares; 2026Q1: 13,841 shares; 2026Q2: 6,583 shares 6,583 $673K 0.41% -7,258 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: 2,318 shares; 2024Q4: 2,318 shares; 2025Q1: 2,318 shares; 2025Q2: 2,318 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares; 2026Q2: 2,318 shares 2,318 $671K 0.41% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,716 shares; 2024Q4: 25,716 shares; 2025Q1: 26,322 shares; 2025Q2: 26,322 shares; 2025Q3: 26,322 shares; 2025Q4: 26,322 shares; 2026Q1: 26,322 shares; 2026Q2: 26,322 shares 26,322 $658K 0.4% 0 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: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares; 2026Q2: 3,225 shares 3,225 $614K 0.37% +75 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; 2024Q3: 5,237 shares; 2024Q4: 5,268 shares; 2025Q1: 6,018 shares; 2025Q2: 6,026 shares; 2025Q3: 6,128 shares; 2025Q4: 6,131 shares; 2026Q1: 12,147 shares; 2026Q2: 12,147 shares 12,147 $588K 0.36% 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: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares; 2026Q1: 1,835 shares; 2026Q2: 985 shares 985 $493K 0.3% -850 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,780 shares; 2024Q4: 11,780 shares; 2025Q1: 11,780 shares; 2025Q2: 11,780 shares; 2025Q3: 4,301 shares; 2025Q4: 5,786 shares; 2026Q1: 5,786 shares; 2026Q2: 5,786 shares 5,786 $478K 0.29% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $468K 0.28% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,425 shares; 2024Q4: 26,425 shares; 2025Q1: 26,425 shares; 2025Q2: 26,425 shares; 2025Q3: 26,425 shares; 2025Q4: 26,425 shares; 2026Q1: 26,425 shares; 2026Q2: 26,425 shares 26,425 $459K 0.28% 0 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: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares; 2026Q1: 11,729 shares; 2026Q2: 4,539 shares 4,539 $438K 0.26% -7,190 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,220 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares 1,780 $424K 0.26% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,494 shares; 2024Q4: 1,499 shares; 2025Q1: 1,417 shares; 2025Q2: 1,417 shares; 2025Q3: 1,421 shares; 2025Q4: 1,428 shares; 2026Q1: 1,432 shares; 2026Q2: 5,043 shares 5,043 $406K 0.25% +3,611 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,996 shares; 2024Q4: 5,996 shares; 2025Q1: 5,996 shares; 2025Q2: 5,996 shares; 2025Q3: 5,996 shares; 2025Q4: 5,996 shares; 2026Q1: 5,996 shares; 2026Q2: 5,996 shares 5,996 $398K 0.24% 0 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 896 shares; 2026Q2: 707 shares 707 $354K 0.21% -189 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: 3,733 shares; 2024Q4: 3,733 shares; 2025Q1: 3,733 shares; 2025Q2: 3,733 shares; 2025Q3: 3,733 shares; 2025Q4: 3,733 shares; 2026Q1: 933 shares; 2026Q2: 933 shares 933 $349K 0.21% 0 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; 2024Q3: 4,239 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 4,239 shares; 2025Q3: 4,239 shares; 2025Q4: 4,239 shares; 2026Q1: 4,239 shares; 2026Q2: 6,801 shares 6,801 $342K 0.21% +2,562 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: 933 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 233 shares; 2026Q2: 268 shares 268 $315K 0.19% +35 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: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares; 2026Q2: 1,035 shares 1,035 $314K 0.19% +20 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,274 shares 2,274 $311K 0.19% new 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: 18,696 shares; 2024Q4: 56,088 shares; 2025Q1: 56,088 shares; 2025Q2: 56,088 shares; 2025Q3: 56,088 shares; 2025Q4: 56,088 shares; 2026Q1: 10,620 shares; 2026Q2: 10,620 shares 10,620 $308K 0.19% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,740 shares; 2024Q4: 5,740 shares; 2025Q1: 5,740 shares; 2025Q2: 5,740 shares; 2025Q3: 5,740 shares; 2025Q4: 5,740 shares; 2026Q1: 5,740 shares; 2026Q2: 5,740 shares 5,740 $306K 0.18% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $300K 0.18% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $290K 0.17% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,334 shares; 2024Q4: 39,334 shares; 2025Q1: 39,334 shares; 2025Q2: 39,334 shares; 2025Q3: 13,637 shares; 2025Q4: 13,637 shares; 2026Q1: 13,637 shares; 2026Q2: 13,654 shares 13,654 $280K 0.17% +17 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,328 shares; 2024Q4: 2,568 shares; 2025Q1: 2,568 shares; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 2,568 shares; 2026Q1: 2,568 shares; 2026Q2: 2,568 shares 2,568 $273K 0.17% 0 Timeline MEAR 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: 11,425 shares; 2024Q4: 11,425 shares; 2025Q1: 11,425 shares; 2025Q2: 11,425 shares; 2025Q3: 5,383 shares; 2025Q4: 5,383 shares; 2026Q1: 5,383 shares; 2026Q2: 5,383 shares 5,383 $271K 0.16% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,467 shares; 2024Q4: 5,267 shares; 2025Q1: 5,267 shares; 2025Q2: 5,267 shares; 2025Q3: 5,267 shares; 2025Q4: 5,267 shares; 2026Q1: 5,267 shares; 2026Q2: 5,267 shares 5,267 $265K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares; 2026Q2: 1,640 shares 1,640 $243K 0.15% 0 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: 5,726 shares; 2024Q4: 5,726 shares; 2025Q1: 5,726 shares; 2025Q2: 5,726 shares; 2025Q3: 5,726 shares; 2025Q4: 5,726 shares; 2026Q1: 5,726 shares; 2026Q2: 5,726 shares 5,726 $242K 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,822 shares 1,822 $234K 0.14% new Timeline ESGE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,062 shares 4,062 $222K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 872 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 872 shares 872 $219K 0.13% new 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: 9,962 shares; 2024Q4: 9,962 shares; 2025Q1: 9,962 shares; 2025Q2: 9,962 shares; 2025Q3: 9,962 shares; 2025Q4: 9,962 shares; 2026Q1: 9,962 shares; 2026Q2: 10,408 shares 10,408 $215K 0.13% +446 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,601 shares; 2026Q2: 4,601 shares 4,601 $214K 0.13% 0 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP 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: not reported; 2026Q1: not reported; 2026Q2: 8,815 shares 8,815 $206K 0.12% new Timeline MUB 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: 1,883 shares; 2026Q1: 1,893 shares; 2026Q2: 1,908 shares 1,908 $205K 0.12% +15 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $181K 0.11% 0 Timeline