BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $8.99M 4.47% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,780 shares; 2024Q4: 74,294 shares; 2025Q1: 75,985 shares; 2025Q2: 76,196 shares; 2025Q3: 76,300 shares; 2025Q4: 74,103 shares; 2026Q1: 75,079 shares; 2026Q2: 68,888 shares 68,888 $8.09M 4.03% -6,191 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: 26,051 shares; 2024Q4: 25,882 shares; 2025Q1: 23,753 shares; 2025Q2: 24,023 shares; 2025Q3: 23,662 shares; 2025Q4: 23,468 shares; 2026Q1: 22,950 shares; 2026Q2: 22,945 shares 22,945 $7.51M 3.74% -5 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,270 shares; 2024Q4: 205,461 shares; 2025Q1: 195,944 shares; 2025Q2: 197,565 shares; 2025Q3: 196,601 shares; 2025Q4: 198,776 shares; 2026Q1: 213,148 shares; 2026Q2: 212,700 shares 212,700 $6.8M 3.39% -448 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,067 shares; 2024Q4: 30,313 shares; 2025Q1: 29,137 shares; 2025Q2: 29,846 shares; 2025Q3: 30,419 shares; 2025Q4: 30,718 shares; 2026Q1: 37,656 shares; 2026Q2: 37,694 shares 37,694 $6.37M 3.17% +38 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,120 shares; 2024Q4: 154,505 shares; 2025Q1: 174,705 shares; 2025Q2: 179,185 shares; 2025Q3: 194,345 shares; 2025Q4: 200,585 shares; 2026Q1: 199,615 shares; 2026Q2: 249,890 shares 249,890 $6.31M 3.14% +50,275 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,097 shares; 2024Q4: 19,211 shares; 2025Q1: 17,893 shares; 2025Q2: 17,997 shares; 2025Q3: 18,033 shares; 2025Q4: 18,171 shares; 2026Q1: 18,286 shares; 2026Q2: 18,367 shares 18,367 $6.26M 3.12% +81 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: 21,516 shares; 2024Q4: 21,618 shares; 2025Q1: 20,893 shares; 2025Q2: 20,946 shares; 2025Q3: 21,041 shares; 2025Q4: 21,066 shares; 2026Q1: 21,280 shares; 2026Q2: 21,267 shares 21,267 $6.15M 3.06% -13 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: 23,379 shares; 2024Q4: 23,716 shares; 2025Q1: 24,539 shares; 2025Q2: 25,048 shares; 2025Q3: 25,457 shares; 2025Q4: 25,684 shares; 2026Q1: 34,839 shares; 2026Q2: 35,071 shares 35,071 $5.81M 2.89% +232 Timeline IBDU 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: 154,505 shares; 2025Q1: 174,705 shares; 2025Q2: 179,185 shares; 2025Q3: 194,345 shares; 2025Q4: 200,585 shares; 2026Q1: 199,115 shares; 2026Q2: 249,415 shares 249,415 $5.78M 2.88% +50,300 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: 29,454 shares; 2024Q4: 29,665 shares; 2025Q1: 28,820 shares; 2025Q2: 29,027 shares; 2025Q3: 29,265 shares; 2025Q4: 29,527 shares; 2026Q1: 30,683 shares; 2026Q2: 30,789 shares 30,789 $5.69M 2.83% +106 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,219 shares; 2024Q4: 26,484 shares; 2025Q1: 25,351 shares; 2025Q2: 25,462 shares; 2025Q3: 26,234 shares; 2025Q4: 26,605 shares; 2026Q1: 26,868 shares; 2026Q2: 27,085 shares 27,085 $5.58M 2.78% +217 Timeline IBDV 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: 200,860 shares; 2026Q1: 199,390 shares; 2026Q2: 249,690 shares 249,690 $5.44M 2.71% +50,300 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: 56,759 shares; 2024Q4: 57,079 shares; 2025Q1: 54,812 shares; 2025Q2: 54,599 shares; 2025Q3: 54,304 shares; 2025Q4: 54,642 shares; 2026Q1: 55,464 shares; 2026Q2: 55,890 shares 55,890 $5.35M 2.66% +426 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,465 shares; 2025Q1: 33,933 shares; 2025Q2: 36,143 shares; 2025Q3: 38,616 shares; 2025Q4: 19,174 shares; 2026Q1: 40,010 shares; 2026Q2: 40,430 shares 40,430 $5.28M 2.63% +420 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: 39,001 shares; 2024Q4: 39,340 shares; 2025Q1: 39,101 shares; 2025Q2: 39,165 shares; 2025Q3: 39,258 shares; 2025Q4: 39,530 shares; 2026Q1: 39,889 shares; 2026Q2: 40,238 shares 40,238 $5.09M 2.54% +349 Timeline IBDW 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: 191,815 shares; 2026Q2: 242,115 shares 242,115 $5.05M 2.51% +50,300 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: 22,646 shares; 2024Q4: 22,936 shares; 2025Q1: 23,018 shares; 2025Q2: 37,252 shares; 2025Q3: 37,127 shares; 2025Q4: 34,201 shares; 2026Q1: 36,453 shares; 2026Q2: 36,753 shares 36,753 $4.98M 2.48% +300 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,896 shares; 2025Q1: 4,944 shares; 2025Q2: 4,995 shares; 2025Q3: 4,983 shares; 2025Q4: 5,008 shares; 2026Q1: 5,092 shares; 2026Q2: 5,149 shares 5,149 $4.95M 2.47% +57 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,595 shares; 2024Q4: 42,402 shares; 2025Q1: 41,672 shares; 2025Q2: 41,221 shares; 2025Q3: 41,246 shares; 2025Q4: 41,549 shares; 2026Q1: 42,214 shares; 2026Q2: 42,188 shares 42,188 $4.95M 2.46% -26 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: 13,014 shares; 2024Q4: 13,071 shares; 2025Q1: 11,461 shares; 2025Q2: 11,533 shares; 2025Q3: 11,490 shares; 2025Q4: 11,511 shares; 2026Q1: 12,604 shares; 2026Q2: 12,797 shares 12,797 $4.77M 2.38% +193 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,280 shares; 2024Q4: 30,525 shares; 2025Q1: 30,717 shares; 2025Q2: 31,005 shares; 2025Q3: 31,250 shares; 2025Q4: 30,503 shares; 2026Q1: 33,409 shares; 2026Q2: 33,878 shares 33,878 $4.71M 2.34% +469 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,788 shares; 2024Q4: 9,793 shares; 2025Q1: 7,643 shares; 2025Q2: 8,820 shares; 2025Q3: 8,776 shares; 2025Q4: 8,785 shares; 2026Q1: 39,215 shares; 2026Q2: 39,919 shares 39,919 $4.7M 2.34% +704 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,372 shares; 2024Q4: 1,373 shares; 2025Q1: 1,579 shares; 2025Q2: 1,579 shares; 2025Q3: 1,579 shares; 2025Q4: 1,610 shares; 2026Q1: 1,758 shares; 2026Q2: 2,243 shares 2,243 $4.38M 2.18% +485 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,282 shares; 2024Q4: 31,027 shares; 2025Q1: 30,163 shares; 2025Q2: 29,778 shares; 2025Q3: 29,596 shares; 2025Q4: 29,804 shares; 2026Q1: 30,033 shares; 2026Q2: 30,380 shares 30,380 $4.35M 2.17% +347 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,386 shares; 2024Q4: 11,464 shares; 2025Q1: 11,385 shares; 2025Q2: 11,460 shares; 2025Q3: 11,542 shares; 2025Q4: 11,488 shares; 2026Q1: 11,605 shares; 2026Q2: 11,716 shares 11,716 $4.24M 2.11% +111 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,456 shares; 2024Q4: 20,052 shares; 2025Q1: 20,964 shares; 2025Q2: 21,305 shares; 2025Q3: 21,695 shares; 2025Q4: 22,032 shares; 2026Q1: 22,268 shares; 2026Q2: 22,730 shares 22,730 $3.99M 1.99% +462 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: 49,064 shares; 2024Q4: 49,888 shares; 2025Q1: 52,082 shares; 2025Q2: 52,538 shares; 2025Q3: 54,116 shares; 2025Q4: 54,873 shares; 2026Q1: 56,596 shares; 2026Q2: 57,307 shares 57,307 $3.91M 1.95% +711 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: 52,002 shares; 2024Q4: 50,149 shares; 2025Q1: 44,600 shares; 2025Q2: 44,045 shares; 2025Q3: 43,309 shares; 2025Q4: 34,869 shares; 2026Q1: 34,018 shares; 2026Q2: 34,082 shares 34,082 $3.86M 1.92% +64 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,713 shares; 2024Q4: 13,799 shares; 2025Q1: 12,869 shares; 2025Q2: 12,735 shares; 2025Q3: 12,929 shares; 2025Q4: 13,055 shares; 2026Q1: 13,400 shares; 2026Q2: 13,620 shares 13,620 $3.68M 1.83% +220 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,453 shares; 2024Q4: 83,975 shares; 2025Q1: 87,688 shares; 2025Q2: 88,865 shares; 2025Q3: 90,600 shares; 2025Q4: 91,651 shares; 2026Q1: 93,995 shares; 2026Q2: 95,176 shares 95,176 $3.62M 1.8% +1,181 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,635 shares; 2024Q4: 50,690 shares; 2025Q1: 52,827 shares; 2025Q2: 53,209 shares; 2025Q3: 55,238 shares; 2025Q4: 54,732 shares; 2026Q1: 55,996 shares; 2026Q2: 56,820 shares 56,820 $3.52M 1.75% +824 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: 62,750 shares; 2024Q4: 64,058 shares; 2025Q1: 67,008 shares; 2025Q2: 68,336 shares; 2025Q3: 70,492 shares; 2025Q4: 69,662 shares; 2026Q1: 71,632 shares; 2026Q2: 72,692 shares 72,692 $3.08M 1.53% +1,060 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,719 shares; 2024Q4: 30,073 shares; 2025Q1: 31,488 shares; 2025Q2: 32,334 shares; 2025Q3: 33,015 shares; 2025Q4: 33,463 shares; 2026Q1: 34,235 shares; 2026Q2: 34,859 shares 34,859 $2.73M 1.36% +624 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,003 shares; 2024Q4: 6,048 shares; 2025Q1: 5,723 shares; 2025Q2: 6,082 shares; 2025Q3: 6,082 shares; 2025Q4: 5,964 shares; 2026Q1: 6,110 shares; 2026Q2: 6,321 shares 6,321 $2.23M 1.11% +211 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,566 shares; 2024Q4: 6,336 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,037 shares; 2026Q2: 5,037 shares 5,037 $2M 1% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,033 shares 2,033 $1.52M 0.76% +33 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 2,100 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,251 shares; 2026Q2: 2,251 shares 2,251 $804K 0.4% 0 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: 3,882 shares; 2024Q4: 3,917 shares; 2025Q1: 3,242 shares; 2025Q2: 3,242 shares; 2025Q3: 3,442 shares; 2025Q4: 3,442 shares; 2026Q1: 3,651 shares; 2026Q2: 3,606 shares 3,606 $795K 0.4% -45 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,515 shares; 2024Q4: 6,515 shares; 2025Q1: 6,015 shares; 2025Q2: 6,015 shares; 2025Q3: 6,265 shares; 2025Q4: 6,365 shares; 2026Q1: 6,818 shares; 2026Q2: 6,818 shares 6,818 $619K 0.31% 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: 916 shares; 2024Q4: 916 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $595K 0.3% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,190 shares; 2025Q4: 1,914 shares; 2026Q1: 2,347 shares; 2026Q2: 2,671 shares 2,671 $568K 0.28% +324 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: 1,500 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,063 shares 2,063 $413K 0.21% +63 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: 1,132 shares; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares; 2026Q2: 1,168 shares 1,168 $413K 0.21% +30 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: 815 shares; 2025Q4: 890 shares; 2026Q1: 857 shares; 2026Q2: 1,087 shares 1,087 $400K 0.2% +230 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,365 shares 6,365 $386K 0.19% new Timeline ARTY 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: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $381K 0.19% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $340K 0.17% 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: 534 shares; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 534 shares 534 $267K 0.13% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $238K 0.12% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $232K 0.12% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,436 shares 1,436 $227K 0.11% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 935 shares; 2025Q4: 910 shares; 2026Q1: not reported; 2026Q2: 910 shares 910 $215K 0.11% new Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 75,000 shares; 2026Q2: 75,000 shares 75,000 $61.9K 0.03% 0 Timeline FURY FURY GOLD MINES LIMITED More: the full row for FURY GOLD MINES 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: 70,000 shares; 2025Q4: 70,000 shares; 2026Q1: 70,000 shares; 2026Q2: 70,000 shares 70,000 $37.8K 0.02% 0 Timeline