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: 744,338 shares; 2024Q4: 737,905 shares; 2025Q1: 746,116 shares; 2025Q2: 760,857 shares; 2025Q3: 764,057 shares; 2025Q4: 763,829 shares; 2026Q1: 773,864 shares; 2026Q2: 784,245 shares 784,245 $290M 24.83% +10,381 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: 1,483,631 shares; 2024Q4: 1,517,000 shares; 2025Q1: 1,538,057 shares; 2025Q2: 1,588,404 shares; 2025Q3: 1,641,680 shares; 2025Q4: 1,711,886 shares; 2026Q1: 1,782,940 shares; 2026Q2: 1,829,288 shares 1,829,288 $134M 11.49% +46,348 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: 1,086,964 shares; 2024Q4: 1,109,780 shares; 2025Q1: 1,090,016 shares; 2025Q2: 1,076,225 shares; 2025Q3: 1,049,453 shares; 2025Q4: 1,016,907 shares; 2026Q1: 1,010,609 shares; 2026Q2: 1,025,567 shares 1,025,567 $87.7M 7.5% +14,958 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250,774 shares; 2024Q4: 1,274,559 shares; 2025Q1: 1,312,045 shares; 2025Q2: 1,354,347 shares; 2025Q3: 1,400,955 shares; 2025Q4: 1,474,290 shares; 2026Q1: 1,531,531 shares; 2026Q2: 1,555,647 shares 1,555,647 $64.4M 5.51% +24,116 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,390,754 shares; 2024Q4: 1,429,467 shares; 2025Q1: 1,460,316 shares; 2025Q2: 1,502,977 shares; 2025Q3: 1,549,482 shares; 2025Q4: 1,342,598 shares; 2026Q1: 1,355,906 shares; 2026Q2: 1,358,338 shares 1,358,338 $63.3M 5.41% +2,432 Timeline MGC 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: 223,343 shares; 2024Q4: 215,745 shares; 2025Q1: 209,707 shares; 2025Q2: 208,041 shares; 2025Q3: 205,883 shares; 2025Q4: 201,637 shares; 2026Q1: 201,789 shares; 2026Q2: 201,543 shares 201,543 $55.1M 4.72% -246 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525,128 shares; 2024Q4: 530,891 shares; 2025Q1: 542,936 shares; 2025Q2: 558,110 shares; 2025Q3: 572,671 shares; 2025Q4: 599,613 shares; 2026Q1: 671,968 shares; 2026Q2: 706,952 shares 706,952 $54.2M 4.64% +34,984 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: 691,355 shares; 2024Q4: 676,428 shares; 2025Q1: 660,018 shares; 2025Q2: 653,201 shares; 2025Q3: 650,332 shares; 2025Q4: 647,314 shares; 2026Q1: 643,775 shares; 2026Q2: 642,970 shares 642,970 $53.8M 4.61% -805 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800,836 shares; 2024Q4: 811,296 shares; 2025Q1: 832,141 shares; 2025Q2: 854,083 shares; 2025Q3: 844,896 shares; 2025Q4: 851,719 shares; 2026Q1: 846,737 shares; 2026Q2: 860,998 shares 860,998 $46.5M 3.98% +14,261 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,096 shares; 2024Q4: 26,420 shares; 2025Q1: 26,215 shares; 2025Q2: 26,314 shares; 2025Q3: 26,409 shares; 2025Q4: 597,541 shares; 2026Q1: 751,341 shares; 2026Q2: 833,515 shares 833,515 $45.9M 3.92% +82,174 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: 49,045 shares; 2024Q4: 48,066 shares; 2025Q1: 48,837 shares; 2025Q2: 48,758 shares; 2025Q3: 48,343 shares; 2025Q4: 47,853 shares; 2026Q1: 47,862 shares; 2026Q2: 47,569 shares 47,569 $35.6M 3.05% -293 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: 292,659 shares; 2024Q4: 291,822 shares; 2025Q1: 292,782 shares; 2025Q2: 148,415 shares; 2025Q3: 144,562 shares; 2025Q4: 137,820 shares; 2026Q1: 134,671 shares; 2026Q2: 132,360 shares 132,360 $32.2M 2.75% -2,311 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,674 shares; 2024Q4: 75,280 shares; 2025Q1: 72,134 shares; 2025Q2: 71,721 shares; 2025Q3: 71,456 shares; 2025Q4: 70,302 shares; 2026Q1: 70,384 shares; 2026Q2: 70,316 shares 70,316 $24.2M 2.07% -68 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 416,887 shares; 2025Q3: 429,520 shares; 2025Q4: 410,597 shares; 2026Q1: 257,373 shares; 2026Q2: 197,709 shares 197,709 $18M 1.54% -59,664 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277,475 shares; 2026Q1: 284,482 shares; 2026Q2: 286,832 shares 286,832 $14.4M 1.23% +2,350 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: 178,674 shares; 2024Q4: 169,537 shares; 2025Q1: 158,384 shares; 2025Q2: 156,155 shares; 2025Q3: 153,828 shares; 2025Q4: 148,922 shares; 2026Q1: 146,762 shares; 2026Q2: 147,737 shares 147,737 $14.1M 1.21% +975 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,753 shares; 2024Q4: 237,545 shares; 2025Q1: 262,629 shares; 2025Q2: 182,517 shares; 2025Q3: 180,878 shares; 2025Q4: 182,641 shares; 2026Q1: 183,963 shares; 2026Q2: 184,834 shares 184,834 $9.35M 0.8% +871 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,215 shares; 2025Q3: 77,596 shares; 2025Q4: 89,701 shares; 2026Q1: 97,483 shares; 2026Q2: 118,924 shares 118,924 $9.09M 0.78% +21,441 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: 32,217 shares; 2024Q4: 30,756 shares; 2025Q1: 30,177 shares; 2025Q2: 29,947 shares; 2025Q3: 29,343 shares; 2025Q4: 28,720 shares; 2026Q1: 28,208 shares; 2026Q2: 112,168 shares 112,168 $9.04M 0.77% +83,960 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,833 shares; 2024Q4: 59,893 shares; 2025Q1: 58,185 shares; 2025Q2: 58,321 shares; 2025Q3: 56,970 shares; 2025Q4: 54,194 shares; 2026Q1: 45,808 shares; 2026Q2: 44,284 shares 44,284 $6.92M 0.59% -1,524 Timeline DFNM 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: 79,414 shares; 2024Q4: 80,692 shares; 2025Q1: 84,788 shares; 2025Q2: 94,002 shares; 2025Q3: 90,861 shares; 2025Q4: 93,506 shares; 2026Q1: 95,785 shares; 2026Q2: 108,310 shares 108,310 $5.24M 0.45% +12,525 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,919 shares; 2024Q4: 24,925 shares; 2025Q1: 25,148 shares; 2025Q2: 24,367 shares; 2025Q3: 26,509 shares; 2025Q4: 26,077 shares; 2026Q1: 26,053 shares; 2026Q2: 26,723 shares 26,723 $4.83M 0.41% +670 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: 66,868 shares; 2024Q4: 65,764 shares; 2025Q1: 63,328 shares; 2025Q2: 62,554 shares; 2025Q3: 61,348 shares; 2025Q4: 57,942 shares; 2026Q1: 57,058 shares; 2026Q2: 56,758 shares 56,758 $4.38M 0.37% -300 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,170 shares; 2024Q4: 54,172 shares; 2025Q1: 53,897 shares; 2025Q2: 53,468 shares; 2025Q3: 54,030 shares; 2025Q4: 54,842 shares; 2026Q1: 54,749 shares; 2026Q2: 54,706 shares 54,706 $3.94M 0.34% -43 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,016 shares; 2026Q2: 37,425 shares 37,425 $3.78M 0.32% +8,409 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: 5,108 shares; 2024Q4: 5,110 shares; 2025Q1: 4,942 shares; 2025Q2: 5,116 shares; 2025Q3: 4,971 shares; 2025Q4: 4,930 shares; 2026Q1: 4,934 shares; 2026Q2: 4,926 shares 4,926 $3.68M 0.31% -8 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: 16,947 shares; 2024Q4: 15,599 shares; 2025Q1: 14,966 shares; 2025Q2: 14,528 shares; 2025Q3: 14,050 shares; 2025Q4: 12,554 shares; 2026Q1: 12,665 shares; 2026Q2: 12,485 shares 12,485 $3.61M 0.31% -180 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,765 shares; 2024Q4: 4,768 shares; 2025Q1: 4,894 shares; 2025Q2: 4,897 shares; 2025Q3: 4,964 shares; 2025Q4: 4,964 shares; 2026Q1: 4,967 shares; 2026Q2: 4,970 shares 4,970 $3.41M 0.29% +3 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,140 shares; 2024Q4: 6,627 shares; 2025Q1: 8,250 shares; 2025Q2: 8,358 shares; 2025Q3: 8,292 shares; 2025Q4: 7,834 shares; 2026Q1: 7,833 shares; 2026Q2: 7,775 shares 7,775 $2.58M 0.22% -58 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: 13,522 shares; 2024Q4: 13,758 shares; 2025Q1: 14,604 shares; 2025Q2: 14,736 shares; 2025Q3: 17,676 shares; 2025Q4: 16,277 shares; 2026Q1: 16,272 shares; 2026Q2: 16,143 shares 16,143 $2.53M 0.22% -129 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD 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: 30,272 shares; 2025Q4: 30,161 shares; 2026Q1: 30,161 shares; 2026Q2: 30,161 shares 30,161 $2.28M 0.19% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,731 shares; 2024Q4: 10,732 shares; 2025Q1: 10,733 shares; 2025Q2: 10,734 shares; 2025Q3: 10,735 shares; 2025Q4: 9,201 shares; 2026Q1: 9,202 shares; 2026Q2: 9,203 shares 9,203 $2.23M 0.19% +1 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: 320,617 shares; 2024Q4: 968,987 shares; 2025Q1: 989,398 shares; 2025Q2: 1,016,613 shares; 2025Q3: 1,034,362 shares; 2025Q4: 89,623 shares; 2026Q1: 73,754 shares; 2026Q2: 67,820 shares 67,820 $2.15M 0.18% -5,934 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: 3,143 shares; 2024Q4: 3,123 shares; 2025Q1: 3,244 shares; 2025Q2: 3,349 shares; 2025Q3: 4,323 shares; 2025Q4: 4,473 shares; 2026Q1: 4,979 shares; 2026Q2: 5,498 shares 5,498 $2.05M 0.18% +519 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,108 shares; 2024Q4: 15,956 shares; 2025Q1: 15,985 shares; 2025Q2: 19,323 shares; 2025Q3: 29,965 shares; 2025Q4: 26,839 shares; 2026Q1: 26,839 shares; 2026Q2: 28,336 shares 28,336 $1.94M 0.17% +1,497 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 4,770 shares; 2025Q4: 4,770 shares; 2026Q1: 4,770 shares; 2026Q2: 4,770 shares 4,770 $1.86M 0.16% 0 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: 3,365 shares; 2024Q4: 4,265 shares; 2025Q1: 6,615 shares; 2025Q2: 6,483 shares; 2025Q3: 5,720 shares; 2025Q4: 5,690 shares; 2026Q1: 5,690 shares; 2026Q2: 5,690 shares 5,690 $1.6M 0.14% 0 Timeline DFCF 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: 35,606 shares; 2024Q4: 43,622 shares; 2025Q1: 42,870 shares; 2025Q2: 43,109 shares; 2025Q3: 42,282 shares; 2025Q4: 42,591 shares; 2026Q1: 42,168 shares; 2026Q2: 34,339 shares 34,339 $1.45M 0.12% -7,829 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: 31,409 shares; 2024Q4: 29,164 shares; 2025Q1: 30,857 shares; 2025Q2: 30,682 shares; 2025Q3: 30,610 shares; 2025Q4: 30,534 shares; 2026Q1: 26,690 shares; 2026Q2: 23,659 shares 23,659 $1.38M 0.12% -3,031 Timeline VUSB 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: 26,721 shares; 2024Q4: 28,065 shares; 2025Q1: 27,921 shares; 2025Q2: 27,912 shares; 2025Q3: 27,104 shares; 2025Q4: 26,955 shares; 2026Q1: 27,248 shares; 2026Q2: 27,038 shares 27,038 $1.35M 0.12% -210 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,174 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,082 shares; 2026Q1: 972 shares; 2026Q2: 974 shares 974 $1.33M 0.11% +2 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: 9,305 shares; 2024Q4: 9,291 shares; 2025Q1: 10,061 shares; 2025Q2: 9,550 shares; 2025Q3: 9,776 shares; 2025Q4: 10,300 shares; 2026Q1: 10,303 shares; 2026Q2: 9,595 shares 9,595 $1.31M 0.11% -708 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: 2,208 shares; 2024Q4: 2,216 shares; 2025Q1: 2,482 shares; 2025Q2: 2,710 shares; 2025Q3: 2,641 shares; 2025Q4: 2,719 shares; 2026Q1: 3,367 shares; 2026Q2: 3,381 shares 3,381 $1.21M 0.1% +14 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,914 shares; 2024Q4: 13,952 shares; 2025Q1: 13,982 shares; 2025Q2: 14,020 shares; 2025Q3: 14,059 shares; 2025Q4: 14,098 shares; 2026Q1: 14,131 shares; 2026Q2: 14,173 shares 14,173 $1.17M 0.1% +42 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: 4,332 shares; 2024Q4: 4,001 shares; 2025Q1: 4,276 shares; 2025Q2: 4,168 shares; 2025Q3: 5,269 shares; 2025Q4: 4,694 shares; 2026Q1: 4,921 shares; 2026Q2: 4,453 shares 4,453 $1.13M 0.1% -468 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: 2,362 shares; 2024Q4: 2,362 shares; 2025Q1: 2,362 shares; 2025Q2: 2,362 shares; 2025Q3: 2,362 shares; 2025Q4: 2,257 shares; 2026Q1: 2,257 shares; 2026Q2: 8,988 shares 8,988 $1.12M 0.1% +6,731 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,410 shares; 2024Q4: 13,579 shares; 2025Q1: 13,579 shares; 2025Q2: 13,825 shares; 2025Q3: 13,825 shares; 2025Q4: 14,027 shares; 2026Q1: 14,045 shares; 2026Q2: 14,204 shares 14,204 $1.1M 0.09% +159 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: 1,833 shares; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 1,868 shares; 2025Q3: 1,872 shares; 2025Q4: 2,157 shares; 2026Q1: 2,120 shares; 2026Q2: 2,120 shares 2,120 $1.06M 0.09% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,043 shares; 2025Q4: 14,509 shares; 2026Q1: 13,142 shares; 2026Q2: 13,103 shares 13,103 $992K 0.08% -39 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: 1,907 shares; 2024Q4: 1,909 shares; 2025Q1: 2,200 shares; 2025Q2: 3,054 shares; 2025Q3: 2,816 shares; 2025Q4: 2,919 shares; 2026Q1: 3,031 shares; 2026Q2: 2,992 shares 2,992 $979K 0.08% -39 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: 4,448 shares; 2024Q4: 4,293 shares; 2025Q1: 4,155 shares; 2025Q2: 4,098 shares; 2025Q3: 3,975 shares; 2025Q4: 3,301 shares; 2026Q1: 3,214 shares; 2026Q2: 3,158 shares 3,158 $957K 0.08% -56 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: not reported; 2024Q4: 7,649 shares; 2025Q1: 5,504 shares; 2025Q2: 5,504 shares; 2025Q3: 5,504 shares; 2025Q4: 5,504 shares; 2026Q1: 4,898 shares; 2026Q2: 4,737 shares 4,737 $875K 0.07% -161 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,255 shares; 2024Q4: 212,255 shares; 2025Q1: 212,255 shares; 2025Q2: 273,349 shares; 2025Q3: 253,349 shares; 2025Q4: 253,349 shares; 2026Q1: 260,694 shares; 2026Q2: 272,417 shares 272,417 $864K 0.07% +11,723 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: not reported; 2024Q4: 2,270 shares; 2025Q1: 1,975 shares; 2025Q2: 2,586 shares; 2025Q3: 2,596 shares; 2025Q4: 2,730 shares; 2026Q1: 4,224 shares; 2026Q2: 4,293 shares 4,293 $859K 0.07% +69 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: 1,403 shares; 2024Q4: 1,475 shares; 2025Q1: 1,894 shares; 2025Q2: 2,407 shares; 2025Q3: 2,495 shares; 2025Q4: 2,429 shares; 2026Q1: 3,460 shares; 2026Q2: 3,488 shares 3,488 $831K 0.07% +28 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,667 shares; 2025Q3: 1,668 shares; 2025Q4: 2,125 shares; 2026Q1: 2,125 shares; 2026Q2: 1,977 shares 1,977 $764K 0.07% -148 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: 1,798 shares; 2024Q4: 1,799 shares; 2025Q1: 1,799 shares; 2025Q2: 1,826 shares; 2025Q3: 2,095 shares; 2025Q4: 2,095 shares; 2026Q1: 2,095 shares; 2026Q2: 1,961 shares 1,961 $733K 0.06% -134 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: 914 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 1,064 shares; 2026Q1: 1,010 shares; 2026Q2: 656 shares 656 $699K 0.06% -354 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,984 shares; 2024Q4: 1,987 shares; 2025Q1: 1,991 shares; 2025Q2: 1,994 shares; 2025Q3: 1,997 shares; 2025Q4: 2,270 shares; 2026Q1: 2,238 shares; 2026Q2: 2,200 shares 2,200 $692K 0.06% -38 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,835 shares; 2024Q4: 3,466 shares; 2025Q1: 3,475 shares; 2025Q2: 3,476 shares; 2025Q3: 3,467 shares; 2025Q4: 3,152 shares; 2026Q1: 2,987 shares; 2026Q2: 2,973 shares 2,973 $656K 0.06% -14 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: 10,940 shares; 2024Q4: 10,935 shares; 2025Q1: 10,595 shares; 2025Q2: 10,595 shares; 2025Q3: 13,591 shares; 2025Q4: 10,995 shares; 2026Q1: 10,995 shares; 2026Q2: 11,003 shares 11,003 $627K 0.05% +8 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: 625 shares; 2024Q4: 584 shares; 2025Q1: 662 shares; 2025Q2: 766 shares; 2025Q3: 753 shares; 2025Q4: 751 shares; 2026Q1: 1,075 shares; 2026Q2: 1,075 shares 1,075 $605K 0.05% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,912 shares; 2024Q4: 11,986 shares; 2025Q1: 14,378 shares; 2025Q2: 14,632 shares; 2025Q3: 14,703 shares; 2025Q4: 14,799 shares; 2026Q1: 14,805 shares; 2026Q2: 15,024 shares 15,024 $603K 0.05% +219 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: 16,664 shares; 2024Q4: 16,687 shares; 2025Q1: 16,694 shares; 2025Q2: 16,724 shares; 2025Q3: 16,364 shares; 2025Q4: 16,380 shares; 2026Q1: 16,384 shares; 2026Q2: 16,277 shares 16,277 $600K 0.05% -107 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,950 shares; 2024Q4: 5,950 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 5,950 shares; 2025Q4: 5,950 shares; 2026Q1: 5,950 shares; 2026Q2: 5,854 shares 5,854 $560K 0.05% -96 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,391 shares; 2024Q4: 7,391 shares; 2025Q1: 7,391 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 7,032 shares; 2026Q1: 7,032 shares; 2026Q2: 7,032 shares 7,032 $554K 0.05% 0 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,424 shares; 2024Q4: 11,774 shares; 2025Q1: 11,774 shares; 2025Q2: 11,978 shares; 2025Q3: 15,893 shares; 2025Q4: 16,204 shares; 2026Q1: 16,204 shares; 2026Q2: 16,374 shares 16,374 $553K 0.05% +170 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares; 2026Q2: 476 shares 476 $549K 0.05% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,208 shares; 2024Q4: 3,196 shares; 2025Q1: 3,473 shares; 2025Q2: 3,625 shares; 2025Q3: 3,626 shares; 2025Q4: 3,626 shares; 2026Q1: 3,626 shares; 2026Q2: 3,626 shares 3,626 $549K 0.05% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,110 shares; 2026Q1: 1,424 shares; 2026Q2: 1,437 shares 1,437 $543K 0.05% +13 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,156 shares; 2024Q4: 10,447 shares; 2025Q1: 10,447 shares; 2025Q2: 10,447 shares; 2025Q3: 10,447 shares; 2025Q4: 10,447 shares; 2026Q1: 10,447 shares; 2026Q2: 10,447 shares 10,447 $533K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 446 shares; 2025Q3: 513 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 446 shares 446 $524K 0.04% -34 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: not reported; 2024Q4: not reported; 2025Q1: 2,429 shares; 2025Q2: 2,390 shares; 2025Q3: 2,389 shares; 2025Q4: 2,391 shares; 2026Q1: 2,392 shares; 2026Q2: 2,393 shares 2,393 $522K 0.04% +1 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,293 shares; 2024Q4: 3,320 shares; 2025Q1: 3,344 shares; 2025Q2: 3,370 shares; 2025Q3: 3,396 shares; 2025Q4: 3,424 shares; 2026Q1: 3,443 shares; 2026Q2: 3,467 shares 3,467 $520K 0.04% +24 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: 3,479 shares; 2024Q4: 3,485 shares; 2025Q1: 2,631 shares; 2025Q2: 2,636 shares; 2025Q3: 2,641 shares; 2025Q4: 2,039 shares; 2026Q1: 2,008 shares; 2026Q2: 2,013 shares 2,013 $507K 0.04% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 1,416 shares; 2026Q1: 1,372 shares; 2026Q2: 1,372 shares 1,372 $505K 0.04% 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: 3,513 shares; 2024Q4: 3,442 shares; 2025Q1: 3,368 shares; 2025Q2: 3,469 shares; 2025Q3: 3,246 shares; 2025Q4: 3,869 shares; 2026Q1: 3,870 shares; 2026Q2: 3,877 shares 3,877 $498K 0.04% +7 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,651 shares; 2024Q4: 5,651 shares; 2025Q1: 5,651 shares; 2025Q2: 5,651 shares; 2025Q3: 5,651 shares; 2025Q4: 5,651 shares; 2026Q1: 5,651 shares; 2026Q2: 5,651 shares 5,651 $484K 0.04% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,763 shares; 2026Q2: 1,765 shares 1,765 $451K 0.04% +2 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217 shares; 2024Q4: 1,217 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,217 shares; 2026Q1: 1,217 shares; 2026Q2: 1,217 shares 1,217 $445K 0.04% 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: 1,441 shares; 2024Q4: 1,266 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,398 shares; 2025Q4: 1,236 shares; 2026Q1: 1,219 shares; 2026Q2: 1,238 shares 1,238 $437K 0.04% +19 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,771 shares; 2024Q4: 2,219 shares; 2025Q1: 2,098 shares; 2025Q2: 2,349 shares; 2025Q3: 2,487 shares; 2025Q4: 2,193 shares; 2026Q1: 2,195 shares; 2026Q2: 2,151 shares 2,151 $432K 0.04% -44 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,402 shares; 2024Q4: 5,410 shares; 2025Q1: 5,414 shares; 2025Q2: 5,431 shares; 2025Q3: 5,436 shares; 2025Q4: 5,177 shares; 2026Q1: 5,006 shares; 2026Q2: 5,011 shares 5,011 $411K 0.04% +5 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: 3,519 shares; 2024Q4: 3,521 shares; 2025Q1: 3,523 shares; 2025Q2: 3,548 shares; 2025Q3: 3,517 shares; 2025Q4: 3,519 shares; 2026Q1: 3,521 shares; 2026Q2: 3,221 shares 3,221 $408K 0.03% -300 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,236 shares; 2024Q4: 1,242 shares; 2025Q1: 1,122 shares; 2025Q2: 1,156 shares; 2025Q3: 993 shares; 2025Q4: 1,143 shares; 2026Q1: 1,149 shares; 2026Q2: 1,155 shares 1,155 $407K 0.03% +6 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: 759 shares; 2024Q4: 760 shares; 2025Q1: 766 shares; 2025Q2: 1,011 shares; 2025Q3: 752 shares; 2025Q4: 569 shares; 2026Q1: 566 shares; 2026Q2: 553 shares 553 $407K 0.03% -13 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,918 shares; 2025Q2: 3,918 shares; 2025Q3: 3,918 shares; 2025Q4: 3,918 shares; 2026Q1: 3,918 shares; 2026Q2: 3,918 shares 3,918 $399K 0.03% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,763 shares; 2024Q4: 6,767 shares; 2025Q1: 6,251 shares; 2025Q2: 6,253 shares; 2025Q3: 5,681 shares; 2025Q4: 5,678 shares; 2026Q1: 5,678 shares; 2026Q2: 5,678 shares 5,678 $397K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,834 shares 2,834 $396K 0.03% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 623 shares; 2025Q4: 524 shares; 2026Q1: 524 shares; 2026Q2: 504 shares 504 $381K 0.03% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 278 shares; 2026Q1: 313 shares; 2026Q2: 315 shares 315 $377K 0.03% +2 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: not reported; 2024Q4: 2,235 shares; 2025Q1: 2,782 shares; 2025Q2: 3,264 shares; 2025Q3: 3,241 shares; 2025Q4: 3,214 shares; 2026Q1: 3,216 shares; 2026Q2: 3,233 shares 3,233 $366K 0.03% +17 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,121 shares; 2024Q4: 4,888 shares; 2025Q1: 5,067 shares; 2025Q2: 4,895 shares; 2025Q3: 4,952 shares; 2025Q4: 5,621 shares; 2026Q1: 5,625 shares; 2026Q2: 6,289 shares 6,289 $364K 0.03% +664 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 25,000 shares 25,000 $353K 0.03% +22,500 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,280 shares; 2024Q4: 7,308 shares; 2025Q1: 7,316 shares; 2025Q2: 7,329 shares; 2025Q3: 7,346 shares; 2025Q4: 7,370 shares; 2026Q1: 7,375 shares; 2026Q2: 7,392 shares 7,392 $353K 0.03% +17 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775 shares; 2024Q4: 1,768 shares; 2025Q1: 2,237 shares; 2025Q2: 1,800 shares; 2025Q3: 1,700 shares; 2025Q4: 2,547 shares; 2026Q1: 2,547 shares; 2026Q2: 2,550 shares 2,550 $345K 0.03% +3 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 295 shares; 2025Q4: 346 shares; 2026Q1: 346 shares; 2026Q2: 2,770 shares 2,770 $331K 0.03% +2,424 Timeline AVIE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,447 shares; 2024Q4: 4,447 shares; 2025Q1: 4,447 shares; 2025Q2: 4,447 shares; 2025Q3: 4,447 shares; 2025Q4: 4,447 shares; 2026Q1: 4,447 shares; 2026Q2: 4,447 shares 4,447 $331K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 4,921 shares; 2025Q2: 8,327 shares; 2025Q3: 8,299 shares; 2025Q4: 8,141 shares; 2026Q1: 7,749 shares; 2026Q2: 7,757 shares 7,757 $328K 0.03% +8 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,298 shares; 2024Q4: 6,353 shares; 2025Q1: 6,397 shares; 2025Q2: 6,453 shares; 2025Q3: 6,505 shares; 2025Q4: 6,550 shares; 2026Q1: 6,574 shares; 2026Q2: 6,620 shares 6,620 $326K 0.03% +46 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: 3,993 shares; 2024Q4: 3,993 shares; 2025Q1: 3,993 shares; 2025Q2: 3,993 shares; 2025Q3: 4,993 shares; 2025Q4: 3,993 shares; 2026Q1: 3,993 shares; 2026Q2: 3,903 shares 3,903 $317K 0.03% -90 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: 1,710 shares; 2024Q4: 1,405 shares; 2025Q1: 1,678 shares; 2025Q2: 1,678 shares; 2025Q3: 1,641 shares; 2025Q4: 1,630 shares; 2026Q1: 1,927 shares; 2026Q2: 1,855 shares 1,855 $307K 0.03% -72 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: 346 shares; 2024Q4: 338 shares; 2025Q1: 303 shares; 2025Q2: 316 shares; 2025Q3: 333 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 316 shares 316 $296K 0.03% +1 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,059 shares; 2024Q4: not reported; 2025Q1: 2,249 shares; 2025Q2: 2,144 shares; 2025Q3: 2,346 shares; 2025Q4: 2,147 shares; 2026Q1: 2,148 shares; 2026Q2: 2,149 shares 2,149 $294K 0.03% +1 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 1,907 shares; 2025Q4: not reported; 2026Q1: 1,256 shares; 2026Q2: 1,816 shares 1,816 $290K 0.02% +560 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,122 shares; 2024Q4: 7,122 shares; 2025Q1: 8,622 shares; 2025Q2: 9,122 shares; 2025Q3: 8,897 shares; 2025Q4: 8,897 shares; 2026Q1: 8,597 shares; 2026Q2: 8,597 shares 8,597 $286K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,661 shares; 2025Q3: 2,664 shares; 2025Q4: 2,667 shares; 2026Q1: 3,377 shares; 2026Q2: 3,381 shares 3,381 $279K 0.02% +4 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: 2,851 shares; 2024Q4: 2,451 shares; 2025Q1: 2,415 shares; 2025Q2: 2,722 shares; 2025Q3: 2,509 shares; 2025Q4: 2,122 shares; 2026Q1: 2,097 shares; 2026Q2: 1,799 shares 1,799 $264K 0.02% -298 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 530 shares; 2026Q2: 530 shares 530 $260K 0.02% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,161 shares; 2024Q4: 5,199 shares; 2025Q1: 5,199 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares; 2025Q4: 5,199 shares; 2026Q1: 5,199 shares; 2026Q2: 5,199 shares 5,199 $257K 0.02% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,798 shares; 2024Q4: 6,320 shares; 2025Q1: 6,345 shares; 2025Q2: 6,372 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $255K 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: not reported; 2024Q4: not reported; 2025Q1: 631 shares; 2025Q2: 719 shares; 2025Q3: 669 shares; 2025Q4: 725 shares; 2026Q1: 1,192 shares; 2026Q2: 725 shares 725 $249K 0.02% -467 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 389 shares 389 $248K 0.02% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,733 shares; 2024Q4: 6,733 shares; 2025Q1: 6,733 shares; 2025Q2: 6,461 shares; 2025Q3: 4,961 shares; 2025Q4: 4,696 shares; 2026Q1: not reported; 2026Q2: 4,696 shares 4,696 $248K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 968 shares; 2026Q2: 968 shares 968 $247K 0.02% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 916 shares; 2026Q2: 916 shares 916 $246K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,741 shares; 2024Q4: not reported; 2025Q1: 1,758 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,775 shares; 2026Q1: 1,782 shares; 2026Q2: 1,782 shares 1,782 $236K 0.02% 0 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: 8,192 shares; 2024Q4: 8,192 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,936 shares; 2026Q2: 4,936 shares 4,936 $235K 0.02% 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: 9,517 shares; 2024Q4: 9,292 shares; 2025Q1: 9,292 shares; 2025Q2: 9,292 shares; 2025Q3: 10,544 shares; 2025Q4: 8,992 shares; 2026Q1: 8,992 shares; 2026Q2: 9,013 shares 9,013 $217K 0.02% +21 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $217K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 452 shares 452 $216K 0.02% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,333 shares; 2026Q1: 2,336 shares; 2026Q2: 2,366 shares 2,366 $211K 0.02% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 505 shares 505 $210K 0.02% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 606 shares 606 $207K 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 866 shares 866 $206K 0.02% new Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $205K 0.02% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS 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: 1,500 shares 1,500 $204K 0.02% new Timeline