AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,894 shares; 2024Q4: 89,890 shares; 2025Q1: 90,441 shares; 2025Q2: 90,805 shares; 2025Q3: 91,057 shares; 2025Q4: 89,630 shares; 2026Q1: 89,544 shares; 2026Q2: 89,982 shares 89,982 $26M 6.44% +438 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: 25,488 shares; 2024Q4: 24,588 shares; 2025Q1: 24,603 shares; 2025Q2: 22,294 shares; 2025Q3: 22,538 shares; 2025Q4: 21,651 shares; 2026Q1: 21,368 shares; 2026Q2: 21,280 shares 21,280 $25.5M 6.31% -88 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: 70,483 shares; 2024Q4: 70,594 shares; 2025Q1: 70,568 shares; 2025Q2: 70,392 shares; 2025Q3: 61,606 shares; 2025Q4: 57,682 shares; 2026Q1: 57,649 shares; 2026Q2: 57,541 shares 57,541 $20.3M 5.03% -108 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448 shares; 2024Q4: 5,314 shares; 2025Q1: 22,114 shares; 2025Q2: 28,875 shares; 2025Q3: 30,785 shares; 2025Q4: 35,754 shares; 2026Q1: 39,526 shares; 2026Q2: 39,868 shares 39,868 $14.8M 3.65% +342 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: 36,945 shares; 2024Q4: 37,495 shares; 2025Q1: 38,300 shares; 2025Q2: 39,300 shares; 2025Q3: 38,534 shares; 2025Q4: 38,164 shares; 2026Q1: 36,251 shares; 2026Q2: 36,279 shares 36,279 $13.5M 3.34% +28 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: 45,444 shares; 2024Q4: 44,459 shares; 2025Q1: 44,557 shares; 2025Q2: 43,172 shares; 2025Q3: 39,872 shares; 2025Q4: 39,003 shares; 2026Q1: 38,844 shares; 2026Q2: 39,146 shares 39,146 $12.8M 3.17% +302 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: 23,109 shares; 2024Q4: 23,144 shares; 2025Q1: 23,330 shares; 2025Q2: 23,966 shares; 2025Q3: 23,729 shares; 2025Q4: 24,520 shares; 2026Q1: 23,096 shares; 2026Q2: 23,522 shares 23,522 $11.8M 2.91% +426 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 9,168 shares; 2025Q1: 9,151 shares; 2025Q2: 9,300 shares; 2025Q3: 9,694 shares; 2025Q4: 9,781 shares; 2026Q1: 10,233 shares; 2026Q2: 16,853 shares 16,853 $11.6M 2.86% +6,620 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: 98,852 shares; 2024Q4: 97,574 shares; 2025Q1: 98,022 shares; 2025Q2: 93,509 shares; 2025Q3: 93,426 shares; 2025Q4: 93,520 shares; 2026Q1: 93,001 shares; 2026Q2: 93,101 shares 93,101 $10.9M 2.7% +100 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: 34,252 shares; 2024Q4: 31,523 shares; 2025Q1: 32,195 shares; 2025Q2: 30,442 shares; 2025Q3: 30,540 shares; 2025Q4: 30,629 shares; 2026Q1: 30,151 shares; 2026Q2: 30,571 shares 30,571 $10.9M 2.7% +420 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: 31,683 shares; 2024Q4: 37,115 shares; 2025Q1: 38,506 shares; 2025Q2: 38,799 shares; 2025Q3: 41,573 shares; 2025Q4: 43,504 shares; 2026Q1: 43,853 shares; 2026Q2: 44,478 shares 44,478 $10.5M 2.6% +625 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: 92,093 shares; 2024Q4: 316,792 shares; 2025Q1: 317,378 shares; 2025Q2: 317,485 shares; 2025Q3: 331,377 shares; 2025Q4: 337,829 shares; 2026Q1: 339,859 shares; 2026Q2: 338,628 shares 338,628 $9.81M 2.42% -1,231 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: 68,032 shares; 2024Q4: 55,402 shares; 2025Q1: 56,759 shares; 2025Q2: 56,220 shares; 2025Q3: 54,300 shares; 2025Q4: 57,826 shares; 2026Q1: 60,649 shares; 2026Q2: 59,518 shares 59,518 $9.34M 2.31% -1,131 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: 87,067 shares; 2024Q4: 87,221 shares; 2025Q1: 87,756 shares; 2025Q2: 88,796 shares; 2025Q3: 85,860 shares; 2025Q4: 83,534 shares; 2026Q1: 83,086 shares; 2026Q2: 82,395 shares 82,395 $9.33M 2.31% -691 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: 43,197 shares; 2024Q4: 42,082 shares; 2025Q1: 42,517 shares; 2025Q2: 38,763 shares; 2025Q3: 34,734 shares; 2025Q4: 34,536 shares; 2026Q1: 34,035 shares; 2026Q2: 33,867 shares 33,867 $8.6M 2.13% -168 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: 30,417 shares; 2024Q4: 26,887 shares; 2025Q1: 31,939 shares; 2025Q2: 35,423 shares; 2025Q3: 32,622 shares; 2025Q4: 33,208 shares; 2026Q1: 33,230 shares; 2026Q2: 34,159 shares 34,159 $6.83M 1.69% +929 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: 18,528 shares; 2024Q4: 18,518 shares; 2025Q1: 18,767 shares; 2025Q2: 19,209 shares; 2025Q3: 19,135 shares; 2025Q4: 18,955 shares; 2026Q1: 18,771 shares; 2026Q2: 19,788 shares 19,788 $6.79M 1.68% +1,017 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,258 shares; 2024Q4: 42,158 shares; 2025Q1: 42,184 shares; 2025Q2: 38,543 shares; 2025Q3: 34,786 shares; 2025Q4: 34,792 shares; 2026Q1: 34,801 shares; 2026Q2: 34,803 shares 34,803 $6.05M 1.5% +2 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: 27,033 shares; 2024Q4: 26,816 shares; 2025Q1: 27,057 shares; 2025Q2: 25,730 shares; 2025Q3: 24,662 shares; 2025Q4: 24,687 shares; 2026Q1: 23,969 shares; 2026Q2: 23,876 shares 23,876 $6.01M 1.49% -93 Timeline 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $5.99M 1.48% 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: 42,755 shares; 2024Q4: 43,967 shares; 2025Q1: 43,777 shares; 2025Q2: 39,245 shares; 2025Q3: 39,194 shares; 2025Q4: 39,059 shares; 2026Q1: 36,489 shares; 2026Q2: 36,441 shares 36,441 $5.76M 1.42% -48 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: 60,814 shares; 2024Q4: 94,731 shares; 2025Q1: 97,154 shares; 2025Q2: 68,798 shares; 2025Q3: 67,784 shares; 2025Q4: 67,299 shares; 2026Q1: 74,273 shares; 2026Q2: 75,642 shares 75,642 $5.29M 1.31% +1,369 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,019 shares; 2024Q4: 28,961 shares; 2025Q1: 28,967 shares; 2025Q2: 27,119 shares; 2025Q3: 27,168 shares; 2025Q4: 27,206 shares; 2026Q1: 27,218 shares; 2026Q2: 27,357 shares 27,357 $5.19M 1.28% +139 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: 11,630 shares; 2024Q4: 11,890 shares; 2025Q1: 13,636 shares; 2025Q2: 16,735 shares; 2025Q3: 16,865 shares; 2025Q4: 17,158 shares; 2026Q1: 17,960 shares; 2026Q2: 19,047 shares 19,047 $4.54M 1.12% +1,087 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: 34,299 shares; 2024Q4: 34,228 shares; 2025Q1: 34,638 shares; 2025Q2: 33,926 shares; 2025Q3: 30,539 shares; 2025Q4: 30,755 shares; 2026Q1: 29,488 shares; 2026Q2: 28,752 shares 28,752 $4.22M 1.04% -736 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,902 shares; 2024Q4: 13,195 shares; 2025Q1: 13,245 shares; 2025Q2: 13,665 shares; 2025Q3: 13,175 shares; 2025Q4: 12,928 shares; 2026Q1: 12,922 shares; 2026Q2: 12,959 shares 12,959 $3.86M 0.95% +37 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: 34,028 shares; 2024Q4: 33,114 shares; 2025Q1: 33,561 shares; 2025Q2: 34,168 shares; 2025Q3: 29,766 shares; 2025Q4: 29,403 shares; 2026Q1: 29,425 shares; 2026Q2: 29,479 shares 29,479 $3.79M 0.94% +54 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: 9,860 shares; 2024Q4: 9,837 shares; 2025Q1: 9,930 shares; 2025Q2: 10,111 shares; 2025Q3: 9,980 shares; 2025Q4: 9,993 shares; 2026Q1: 10,005 shares; 2026Q2: 9,923 shares 9,923 $3.59M 0.89% -82 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: 26,707 shares; 2024Q4: 26,810 shares; 2025Q1: 27,521 shares; 2025Q2: 25,834 shares; 2025Q3: 25,477 shares; 2025Q4: 26,046 shares; 2026Q1: 26,270 shares; 2026Q2: 26,138 shares 26,138 $3.57M 0.88% -132 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,934 shares; 2024Q4: 11,835 shares; 2025Q1: 8,256 shares; 2025Q2: 8,076 shares; 2025Q3: 8,075 shares; 2025Q4: 7,269 shares; 2026Q1: 6,427 shares; 2026Q2: 39,919 shares 39,919 $3.44M 0.85% +33,492 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: 10,465 shares; 2024Q4: 10,391 shares; 2025Q1: 10,607 shares; 2025Q2: 9,701 shares; 2025Q3: 9,717 shares; 2025Q4: 9,083 shares; 2026Q1: 9,048 shares; 2026Q2: 9,249 shares 9,249 $3.26M 0.81% +201 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: 16,902 shares; 2024Q4: 16,918 shares; 2025Q1: 16,799 shares; 2025Q2: 16,367 shares; 2025Q3: 16,344 shares; 2025Q4: 15,992 shares; 2026Q1: 13,420 shares; 2026Q2: 14,622 shares 14,622 $3.19M 0.79% +1,202 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,697 shares; 2024Q4: 64,666 shares; 2025Q1: 70,486 shares; 2025Q2: 72,262 shares; 2025Q3: 59,890 shares; 2025Q4: 54,956 shares; 2026Q1: 54,927 shares; 2026Q2: 56,055 shares 56,055 $3.17M 0.78% +1,128 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: 40,005 shares; 2024Q4: 40,024 shares; 2025Q1: 40,729 shares; 2025Q2: 38,675 shares; 2025Q3: 38,475 shares; 2025Q4: 39,153 shares; 2026Q1: 37,047 shares; 2026Q2: 37,267 shares 37,267 $3.03M 0.75% +220 Timeline IQLT 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: 58,233 shares; 2025Q4: 58,233 shares; 2026Q1: 58,233 shares; 2026Q2: 58,233 shares 58,233 $2.89M 0.71% 0 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: 27,925 shares; 2024Q4: 27,953 shares; 2025Q1: 28,027 shares; 2025Q2: 34,981 shares; 2025Q3: 33,439 shares; 2025Q4: 33,485 shares; 2026Q1: 34,426 shares; 2026Q2: 34,947 shares 34,947 $2.88M 0.71% +521 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,289 shares; 2024Q4: 26,367 shares; 2025Q1: 26,367 shares; 2025Q2: 26,367 shares; 2025Q3: 26,753 shares; 2025Q4: 26,835 shares; 2026Q1: 26,835 shares; 2026Q2: 26,835 shares 26,835 $2.75M 0.68% 0 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: 38,173 shares; 2024Q4: 114,521 shares; 2025Q1: 111,647 shares; 2025Q2: 111,265 shares; 2025Q3: 103,404 shares; 2025Q4: 83,988 shares; 2026Q1: 83,798 shares; 2026Q2: 83,955 shares 83,955 $2.66M 0.66% +157 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,594 shares; 2024Q4: 8,601 shares; 2025Q1: 8,632 shares; 2025Q2: 7,415 shares; 2025Q3: 7,505 shares; 2025Q4: 7,642 shares; 2026Q1: 7,581 shares; 2026Q2: 7,691 shares 7,691 $2.6M 0.64% +110 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: 2,401 shares; 2024Q4: 2,415 shares; 2025Q1: 2,489 shares; 2025Q2: 2,610 shares; 2025Q3: 2,595 shares; 2025Q4: 2,573 shares; 2026Q1: 2,626 shares; 2026Q2: 2,598 shares 2,598 $2.43M 0.6% -28 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,587 shares; 2024Q4: 19,346 shares; 2025Q1: 19,560 shares; 2025Q2: 20,278 shares; 2025Q3: 19,903 shares; 2025Q4: 19,831 shares; 2026Q1: 19,874 shares; 2026Q2: 20,387 shares 20,387 $2.38M 0.59% +513 Timeline VYMI 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: 27,403 shares; 2024Q4: 28,718 shares; 2025Q1: 24,718 shares; 2025Q2: 24,668 shares; 2025Q3: 25,106 shares; 2025Q4: 24,981 shares; 2026Q1: 24,141 shares; 2026Q2: 23,941 shares 23,941 $2.35M 0.58% -200 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: 35,410 shares; 2024Q4: 81,854 shares; 2025Q1: 81,504 shares; 2025Q2: 82,030 shares; 2025Q3: 82,030 shares; 2025Q4: 84,349 shares; 2026Q1: 84,349 shares; 2026Q2: 84,470 shares 84,470 $2.34M 0.58% +121 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: 25,958 shares; 2024Q4: 26,051 shares; 2025Q1: 26,653 shares; 2025Q2: 27,339 shares; 2025Q3: 27,376 shares; 2025Q4: 27,820 shares; 2026Q1: 27,437 shares; 2026Q2: 27,256 shares 27,256 $2.25M 0.56% -181 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,001 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,015 shares; 2026Q1: 8,074 shares; 2026Q2: 8,077 shares 8,077 $2.25M 0.56% +3 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,140 shares; 2024Q4: 14,849 shares; 2025Q1: 15,039 shares; 2025Q2: 15,545 shares; 2025Q3: 15,713 shares; 2025Q4: 15,639 shares; 2026Q1: 15,198 shares; 2026Q2: 15,269 shares 15,269 $2.24M 0.55% +71 Timeline DFAI 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: 12,595 shares; 2024Q4: 20,760 shares; 2025Q1: 21,398 shares; 2025Q2: 22,056 shares; 2025Q3: 25,805 shares; 2025Q4: 37,006 shares; 2026Q1: 47,692 shares; 2026Q2: 53,673 shares 53,673 $2.21M 0.55% +5,981 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: 1,802 shares; 2024Q4: 1,783 shares; 2025Q1: 1,887 shares; 2025Q2: 1,990 shares; 2025Q3: 1,999 shares; 2025Q4: 2,025 shares; 2026Q1: 2,030 shares; 2026Q2: 2,045 shares 2,045 $2.18M 0.54% +15 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,923 shares; 2024Q4: 22,915 shares; 2025Q1: 23,362 shares; 2025Q2: 21,397 shares; 2025Q3: 21,433 shares; 2025Q4: 21,507 shares; 2026Q1: 21,176 shares; 2026Q2: 21,363 shares 21,363 $1.88M 0.46% +187 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: 2,358 shares; 2024Q4: 2,421 shares; 2025Q1: 2,828 shares; 2025Q2: 3,389 shares; 2025Q3: 3,403 shares; 2025Q4: 3,321 shares; 2026Q1: 3,239 shares; 2026Q2: 3,229 shares 3,229 $1.82M 0.45% -10 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: 35,731 shares; 2024Q4: 27,767 shares; 2025Q1: 28,047 shares; 2025Q2: 25,881 shares; 2025Q3: 25,429 shares; 2025Q4: 24,922 shares; 2026Q1: 23,930 shares; 2026Q2: 23,028 shares 23,028 $1.8M 0.45% -902 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: 17,962 shares; 2024Q4: 17,297 shares; 2025Q1: 17,456 shares; 2025Q2: 16,835 shares; 2025Q3: 16,355 shares; 2025Q4: 12,690 shares; 2026Q1: 12,611 shares; 2026Q2: 12,556 shares 12,556 $1.7M 0.42% -55 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: 6,958 shares; 2024Q4: 8,647 shares; 2025Q1: 6,965 shares; 2025Q2: 6,634 shares; 2025Q3: 6,320 shares; 2025Q4: 6,326 shares; 2026Q1: 5,529 shares; 2026Q2: 4,628 shares 4,628 $1.69M 0.42% -901 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: 1,845 shares; 2024Q4: 1,976 shares; 2025Q1: 2,826 shares; 2025Q2: 4,215 shares; 2025Q3: 4,275 shares; 2025Q4: 4,359 shares; 2026Q1: 4,377 shares; 2026Q2: 4,451 shares 4,451 $1.68M 0.42% +74 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,059 shares; 2024Q4: 113,969 shares; 2025Q1: 103,686 shares; 2025Q2: 92,751 shares; 2025Q3: 85,339 shares; 2025Q4: 85,341 shares; 2026Q1: 71,425 shares; 2026Q2: 71,425 shares 71,425 $1.62M 0.4% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,924 shares; 2024Q4: 6,717 shares; 2025Q1: 7,044 shares; 2025Q2: 8,175 shares; 2025Q3: 8,204 shares; 2025Q4: 8,201 shares; 2026Q1: 8,197 shares; 2026Q2: 8,190 shares 8,190 $1.44M 0.36% -7 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: 37,643 shares; 2024Q4: 24,295 shares; 2025Q1: 24,435 shares; 2025Q2: 18,504 shares; 2025Q3: 10,776 shares; 2025Q4: 10,893 shares; 2026Q1: 9,673 shares; 2026Q2: 9,791 shares 9,791 $1.37M 0.34% +118 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,873 shares; 2024Q4: 13,913 shares; 2025Q1: 13,944 shares; 2025Q2: 14,433 shares; 2025Q3: 14,445 shares; 2025Q4: 14,559 shares; 2026Q1: 14,498 shares; 2026Q2: 14,476 shares 14,476 $1.34M 0.33% -22 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,336 shares; 2024Q4: 13,303 shares; 2025Q1: 13,309 shares; 2025Q2: 13,312 shares; 2025Q3: 13,775 shares; 2025Q4: 13,785 shares; 2026Q1: 13,790 shares; 2026Q2: 13,797 shares 13,797 $1.27M 0.31% +7 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,550 shares; 2024Q4: 19,460 shares; 2025Q1: 19,460 shares; 2025Q2: 19,460 shares; 2025Q3: 19,460 shares; 2025Q4: 29,190 shares; 2026Q1: 29,190 shares; 2026Q2: 29,197 shares 29,197 $1.24M 0.31% +7 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: 11,313 shares; 2024Q4: 10,326 shares; 2025Q1: 10,476 shares; 2025Q2: 10,745 shares; 2025Q3: 10,802 shares; 2025Q4: 10,829 shares; 2026Q1: 10,615 shares; 2026Q2: 10,566 shares 10,566 $1.24M 0.31% -49 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,791 shares; 2024Q4: 7,804 shares; 2025Q1: 7,896 shares; 2025Q2: 6,900 shares; 2025Q3: 5,757 shares; 2025Q4: 5,404 shares; 2026Q1: 5,001 shares; 2026Q2: 4,474 shares 4,474 $1.21M 0.3% -527 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: 8,174 shares; 2024Q4: 8,231 shares; 2025Q1: 8,415 shares; 2025Q2: 8,456 shares; 2025Q3: 8,021 shares; 2025Q4: 8,669 shares; 2026Q1: 8,594 shares; 2026Q2: 8,755 shares 8,755 $1.2M 0.3% +161 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: 16,751 shares; 2024Q4: 18,054 shares; 2025Q1: 18,089 shares; 2025Q2: 18,024 shares; 2025Q3: 17,836 shares; 2025Q4: 17,918 shares; 2026Q1: 17,749 shares; 2026Q2: 17,753 shares 17,753 $1.18M 0.29% +4 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,069 shares; 2024Q4: 2,079 shares; 2025Q1: 2,259 shares; 2025Q2: 2,536 shares; 2025Q3: 2,545 shares; 2025Q4: 2,434 shares; 2026Q1: 2,212 shares; 2026Q2: 2,269 shares 2,269 $1.17M 0.29% +57 Timeline VIGI 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: 13,200 shares; 2024Q4: 13,200 shares; 2025Q1: 13,200 shares; 2025Q2: 11,760 shares; 2025Q3: 12,040 shares; 2025Q4: 12,040 shares; 2026Q1: 11,980 shares; 2026Q2: 11,980 shares 11,980 $1.12M 0.28% 0 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: 8,674 shares; 2024Q4: 8,622 shares; 2025Q1: 8,943 shares; 2025Q2: 6,051 shares; 2025Q3: 5,825 shares; 2025Q4: 5,777 shares; 2026Q1: 5,847 shares; 2026Q2: 5,879 shares 5,879 $1.06M 0.26% +32 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,137 shares; 2024Q4: 5,137 shares; 2025Q1: 5,150 shares; 2025Q2: 5,194 shares; 2025Q3: 5,194 shares; 2025Q4: 5,219 shares; 2026Q1: 5,219 shares; 2026Q2: 5,021 shares 5,021 $1.03M 0.25% -198 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: 1,590 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,372 shares; 2026Q1: 1,372 shares; 2026Q2: 1,373 shares 1,373 $1.03M 0.25% +1 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: 845 shares; 2026Q1: 861 shares; 2026Q2: 886 shares 886 $1.02M 0.25% +25 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: 10,714 shares; 2024Q4: 10,763 shares; 2025Q1: 11,055 shares; 2025Q2: 10,945 shares; 2025Q3: 10,951 shares; 2025Q4: 10,832 shares; 2026Q1: 10,129 shares; 2026Q2: 10,330 shares 10,330 $989K 0.24% +201 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: 3,566 shares; 2024Q4: 3,571 shares; 2025Q1: 3,721 shares; 2025Q2: 3,715 shares; 2025Q3: 3,902 shares; 2025Q4: 3,818 shares; 2026Q1: 3,830 shares; 2026Q2: 3,643 shares 3,643 $985K 0.24% -187 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: 31,182 shares; 2024Q4: 30,759 shares; 2025Q1: 31,230 shares; 2025Q2: 34,674 shares; 2025Q3: 30,547 shares; 2025Q4: 29,884 shares; 2026Q1: 30,018 shares; 2026Q2: 30,057 shares 30,057 $961K 0.24% +39 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 634 shares; 2025Q1: 1,217 shares; 2025Q2: 2,150 shares; 2025Q3: 2,161 shares; 2025Q4: 2,252 shares; 2026Q1: 2,264 shares; 2026Q2: 2,265 shares 2,265 $953K 0.24% +1 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,352 shares; 2024Q4: 19,809 shares; 2025Q1: 20,618 shares; 2025Q2: 20,919 shares; 2025Q3: 26,077 shares; 2025Q4: 26,747 shares; 2026Q1: 28,984 shares; 2026Q2: 35,155 shares 35,155 $932K 0.23% +6,171 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: 14,688 shares; 2024Q4: 14,759 shares; 2025Q1: 15,155 shares; 2025Q2: 13,422 shares; 2025Q3: 13,388 shares; 2025Q4: 12,892 shares; 2026Q1: 12,279 shares; 2026Q2: 12,667 shares 12,667 $911K 0.23% +388 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,255 shares; 2025Q4: 1,256 shares; 2026Q1: 1,547 shares; 2026Q2: 1,535 shares 1,535 $892K 0.22% -12 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,580 shares; 2024Q4: 4,588 shares; 2025Q1: 4,696 shares; 2025Q2: 4,920 shares; 2025Q3: 4,566 shares; 2025Q4: 4,665 shares; 2026Q1: 4,611 shares; 2026Q2: 4,594 shares 4,594 $875K 0.22% -17 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: 8,255 shares; 2024Q4: 8,015 shares; 2025Q1: 8,310 shares; 2025Q2: 5,431 shares; 2025Q3: 5,428 shares; 2025Q4: 5,277 shares; 2026Q1: 5,421 shares; 2026Q2: 5,221 shares 5,221 $865K 0.21% -200 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,422 shares; 2024Q4: 27,933 shares; 2025Q1: 28,042 shares; 2025Q2: 16,087 shares; 2025Q3: 16,087 shares; 2025Q4: 15,954 shares; 2026Q1: 16,099 shares; 2026Q2: 15,219 shares 15,219 $858K 0.21% -880 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,725 shares; 2024Q4: 1,732 shares; 2025Q1: 1,770 shares; 2025Q2: 1,900 shares; 2025Q3: 1,896 shares; 2025Q4: 1,890 shares; 2026Q1: 1,861 shares; 2026Q2: 1,867 shares 1,867 $846K 0.21% +6 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 7,319 shares; 2025Q4: 7,319 shares; 2026Q1: 14,887 shares; 2026Q2: 14,988 shares 14,988 $833K 0.21% +101 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: 3,469 shares; 2024Q4: 3,493 shares; 2025Q1: 3,689 shares; 2025Q2: 3,012 shares; 2025Q3: 2,876 shares; 2025Q4: 2,927 shares; 2026Q1: 2,655 shares; 2026Q2: 2,942 shares 2,942 $827K 0.2% +287 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 7,501 shares; 2025Q1: 7,503 shares; 2025Q2: 7,509 shares; 2025Q3: 3,511 shares; 2025Q4: 3,533 shares; 2026Q1: 3,558 shares; 2026Q2: 3,559 shares 3,559 $807K 0.2% +1 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: 5,913 shares; 2024Q4: 3,977 shares; 2025Q1: 4,075 shares; 2025Q2: 4,233 shares; 2025Q3: 2,274 shares; 2025Q4: 2,258 shares; 2026Q1: 2,295 shares; 2026Q2: 2,324 shares 2,324 $792K 0.2% +29 Timeline DFAE 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: not reported; 2024Q4: 11,886 shares; 2025Q1: 12,793 shares; 2025Q2: 12,892 shares; 2025Q3: 15,211 shares; 2025Q4: 16,079 shares; 2026Q1: 18,184 shares; 2026Q2: 19,332 shares 19,332 $777K 0.19% +1,148 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 977 shares; 2026Q1: 1,028 shares; 2026Q2: 1,067 shares 1,067 $771K 0.19% +39 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,629 shares; 2024Q4: 1,565 shares; 2025Q1: 1,649 shares; 2025Q2: 1,511 shares; 2025Q3: 1,447 shares; 2025Q4: 1,515 shares; 2026Q1: 1,568 shares; 2026Q2: 1,500 shares 1,500 $764K 0.19% -68 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,075 shares; 2024Q4: 12,682 shares; 2025Q1: 12,708 shares; 2025Q2: 12,695 shares; 2025Q3: 11,327 shares; 2025Q4: 5,193 shares; 2026Q1: 5,256 shares; 2026Q2: 5,205 shares 5,205 $761K 0.19% -51 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,051 shares; 2024Q4: 6,816 shares; 2025Q1: 6,928 shares; 2025Q2: 5,984 shares; 2025Q3: 6,045 shares; 2025Q4: 6,094 shares; 2026Q1: 4,639 shares; 2026Q2: 4,619 shares 4,619 $748K 0.18% -20 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546 shares; 2024Q4: 551 shares; 2025Q1: 619 shares; 2025Q2: 618 shares; 2025Q3: 630 shares; 2025Q4: 691 shares; 2026Q1: 706 shares; 2026Q2: 718 shares 718 $726K 0.18% +12 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: 9,605 shares; 2024Q4: 9,665 shares; 2025Q1: 10,010 shares; 2025Q2: 9,208 shares; 2025Q3: 7,838 shares; 2025Q4: 7,516 shares; 2026Q1: 6,852 shares; 2026Q2: 7,177 shares 7,177 $651K 0.16% +325 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,789 shares; 2024Q4: 7,797 shares; 2025Q1: 7,989 shares; 2025Q2: 8,163 shares; 2025Q3: 8,183 shares; 2025Q4: 4,758 shares; 2026Q1: 4,475 shares; 2026Q2: 5,189 shares 5,189 $646K 0.16% +714 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,833 shares; 2024Q4: 5,747 shares; 2025Q1: 5,978 shares; 2025Q2: 6,115 shares; 2025Q3: 5,984 shares; 2025Q4: 6,078 shares; 2026Q1: 6,123 shares; 2026Q2: 6,150 shares 6,150 $628K 0.16% +27 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,179 shares; 2024Q4: 8,786 shares; 2025Q1: 4,826 shares; 2025Q2: 4,957 shares; 2025Q3: 4,487 shares; 2025Q4: 4,312 shares; 2026Q1: 3,413 shares; 2026Q2: 3,417 shares 3,417 $614K 0.15% +4 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: 33,766 shares; 2024Q4: 29,828 shares; 2025Q1: 28,449 shares; 2025Q2: 24,291 shares; 2025Q3: 21,567 shares; 2025Q4: 16,711 shares; 2026Q1: 16,242 shares; 2026Q2: 14,418 shares 14,418 $610K 0.15% -1,824 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,953 shares; 2024Q4: 9,362 shares; 2025Q1: 9,671 shares; 2025Q2: 8,501 shares; 2025Q3: 7,747 shares; 2025Q4: 7,102 shares; 2026Q1: 6,057 shares; 2026Q2: 6,092 shares 6,092 $586K 0.14% +35 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,553 shares; 2024Q4: 1,892 shares; 2025Q1: 1,832 shares; 2025Q2: 1,762 shares; 2025Q3: 1,703 shares; 2025Q4: 1,808 shares; 2026Q1: 1,726 shares; 2026Q2: 1,639 shares 1,639 $581K 0.14% -87 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: 91,268 shares; 2024Q4: 63,954 shares; 2025Q1: 60,309 shares; 2025Q2: 44,725 shares; 2025Q3: 34,547 shares; 2025Q4: 25,946 shares; 2026Q1: 24,096 shares; 2026Q2: 23,803 shares 23,803 $573K 0.14% -293 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: 3,016 shares; 2024Q4: 2,292 shares; 2025Q1: 2,271 shares; 2025Q2: 2,271 shares; 2025Q3: 2,275 shares; 2025Q4: 2,034 shares; 2026Q1: 1,929 shares; 2026Q2: 1,850 shares 1,850 $561K 0.14% -79 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: 6,050 shares; 2024Q4: 6,369 shares; 2025Q1: 7,502 shares; 2025Q2: 8,763 shares; 2025Q3: 8,859 shares; 2025Q4: 9,154 shares; 2026Q1: 9,166 shares; 2026Q2: 9,650 shares 9,650 $550K 0.14% +484 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: 1,801 shares; 2026Q2: 2,094 shares 2,094 $535K 0.13% +293 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,248 shares; 2024Q4: 3,264 shares; 2025Q1: 3,351 shares; 2025Q2: 3,464 shares; 2025Q3: 2,020 shares; 2025Q4: 2,363 shares; 2026Q1: 2,409 shares; 2026Q2: 2,391 shares 2,391 $533K 0.13% -18 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: not reported; 2025Q4: not reported; 2026Q1: 9,290 shares; 2026Q2: 9,290 shares 9,290 $496K 0.12% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,876 shares; 2024Q4: 2,914 shares; 2025Q1: 3,089 shares; 2025Q2: 3,217 shares; 2025Q3: 3,523 shares; 2025Q4: 3,306 shares; 2026Q1: 3,624 shares; 2026Q2: 3,780 shares 3,780 $478K 0.12% +156 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: 2,671 shares; 2024Q4: 5,382 shares; 2025Q1: 2,662 shares; 2025Q2: 2,122 shares; 2025Q3: 2,044 shares; 2025Q4: 2,012 shares; 2026Q1: 1,946 shares; 2026Q2: 1,954 shares 1,954 $475K 0.12% +8 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: not reported; 2025Q1: not reported; 2025Q2: 493 shares; 2025Q3: 496 shares; 2025Q4: 500 shares; 2026Q1: 482 shares; 2026Q2: 493 shares 493 $474K 0.12% +11 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,557 shares; 2024Q4: 73,926 shares; 2025Q1: 67,945 shares; 2025Q2: 40,742 shares; 2025Q3: 40,742 shares; 2025Q4: 37,009 shares; 2026Q1: 37,009 shares; 2026Q2: 37,009 shares 37,009 $469K 0.12% 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: 792 shares; 2024Q4: 800 shares; 2025Q1: 878 shares; 2025Q2: 916 shares; 2025Q3: 919 shares; 2025Q4: 923 shares; 2026Q1: 915 shares; 2026Q2: 929 shares 929 $466K 0.12% +14 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: not reported; 2025Q2: 5,443 shares; 2025Q3: 5,620 shares; 2025Q4: 5,717 shares; 2026Q1: 5,420 shares; 2026Q2: 5,298 shares 5,298 $453K 0.11% -122 Timeline VGIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,651 shares 7,651 $451K 0.11% new Timeline DUHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,553 shares; 2025Q4: 11,579 shares; 2026Q1: 10,687 shares; 2026Q2: 10,711 shares 10,711 $447K 0.11% +24 Timeline QXO QXO INC More: the full row for QXO 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: 16,443 shares; 2025Q4: 18,918 shares; 2026Q1: 21,395 shares; 2026Q2: 25,865 shares 25,865 $447K 0.11% +4,470 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,672 shares; 2024Q4: 7,672 shares; 2025Q1: 7,672 shares; 2025Q2: 11,554 shares; 2025Q3: 11,554 shares; 2025Q4: 11,554 shares; 2026Q1: 7,863 shares; 2026Q2: 5,176 shares 5,176 $422K 0.1% -2,687 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,150 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,595 shares; 2025Q4: 2,647 shares; 2026Q1: 2,677 shares; 2026Q2: 2,670 shares 2,670 $418K 0.1% -7 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,703 shares; 2024Q4: 35,838 shares; 2025Q1: 40,874 shares; 2025Q2: 38,075 shares; 2025Q3: 32,775 shares; 2025Q4: 32,775 shares; 2026Q1: 21,875 shares; 2026Q2: 21,875 shares 21,875 $410K 0.1% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,332 shares; 2024Q4: 1,337 shares; 2025Q1: 1,370 shares; 2025Q2: 1,393 shares; 2025Q3: 1,403 shares; 2025Q4: 1,396 shares; 2026Q1: 1,394 shares; 2026Q2: 1,393 shares 1,393 $408K 0.1% -1 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,895 shares; 2024Q4: 71,782 shares; 2025Q1: 73,046 shares; 2025Q2: 43,716 shares; 2025Q3: 25,189 shares; 2025Q4: 25,632 shares; 2026Q1: 22,441 shares; 2026Q2: 17,197 shares 17,197 $408K 0.1% -5,244 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: 3,567 shares; 2024Q4: 3,576 shares; 2025Q1: 3,731 shares; 2025Q2: 3,594 shares; 2025Q3: 1,139 shares; 2025Q4: 1,116 shares; 2026Q1: 904 shares; 2026Q2: 965 shares 965 $401K 0.1% +61 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: 921 shares 921 $399K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 860 shares; 2025Q4: 921 shares; 2026Q1: 980 shares; 2026Q2: 1,040 shares 1,040 $389K 0.1% +60 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613 shares; 2024Q4: 1,631 shares; 2025Q1: 1,791 shares; 2025Q2: 2,039 shares; 2025Q3: 2,072 shares; 2025Q4: 2,095 shares; 2026Q1: 1,661 shares; 2026Q2: 1,694 shares 1,694 $384K 0.1% +33 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,830 shares; 2025Q4: 5,630 shares; 2026Q1: 5,630 shares; 2026Q2: 5,630 shares 5,630 $380K 0.09% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,702 shares; 2025Q1: 1,829 shares; 2025Q2: 1,854 shares; 2025Q3: 1,946 shares; 2025Q4: 1,892 shares; 2026Q1: 1,894 shares; 2026Q2: 1,865 shares 1,865 $376K 0.09% -29 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,058 shares; 2025Q2: 15,079 shares; 2025Q3: 15,085 shares; 2025Q4: 7,079 shares; 2026Q1: 7,096 shares; 2026Q2: 6,033 shares 6,033 $374K 0.09% -1,063 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,422 shares; 2024Q4: 8,377 shares; 2025Q1: 8,377 shares; 2025Q2: 8,227 shares; 2025Q3: 8,227 shares; 2025Q4: 8,197 shares; 2026Q1: 7,797 shares; 2026Q2: 7,797 shares 7,797 $372K 0.09% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,422 shares; 2024Q4: 2,425 shares; 2025Q1: 2,542 shares; 2025Q2: 2,552 shares; 2025Q3: 2,233 shares; 2025Q4: 2,208 shares; 2026Q1: 2,194 shares; 2026Q2: 2,180 shares 2,180 $363K 0.09% -14 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 828 shares; 2026Q1: 842 shares; 2026Q2: 852 shares 852 $363K 0.09% +10 Timeline EFA 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: 3,416 shares 3,416 $355K 0.09% 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: 15,609 shares; 2024Q4: 13,976 shares; 2025Q1: 15,350 shares; 2025Q2: 18,135 shares; 2025Q3: 17,474 shares; 2025Q4: 16,292 shares; 2026Q1: 17,489 shares; 2026Q2: 17,123 shares 17,123 $354K 0.09% -366 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 4,702 shares 4,702 $354K 0.09% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,935 shares; 2024Q4: 2,840 shares; 2025Q1: 2,985 shares; 2025Q2: 3,024 shares; 2025Q3: 2,906 shares; 2025Q4: 3,029 shares; 2026Q1: 3,033 shares; 2026Q2: 2,873 shares 2,873 $354K 0.09% -160 Timeline VRP 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: 41,452 shares; 2024Q4: 38,766 shares; 2025Q1: 40,386 shares; 2025Q2: 33,526 shares; 2025Q3: 22,888 shares; 2025Q4: 20,245 shares; 2026Q1: 17,371 shares; 2026Q2: 14,195 shares 14,195 $345K 0.09% -3,176 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: 6,107 shares; 2024Q4: 5,683 shares; 2025Q1: 5,684 shares; 2025Q2: 4,692 shares; 2025Q3: 4,698 shares; 2025Q4: 4,574 shares; 2026Q1: 3,294 shares; 2026Q2: 3,357 shares 3,357 $343K 0.08% +63 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,923 shares; 2024Q4: 1,928 shares; 2025Q1: 1,964 shares; 2025Q2: 1,979 shares; 2025Q3: 1,963 shares; 2025Q4: 1,942 shares; 2026Q1: 2,000 shares; 2026Q2: 1,890 shares 1,890 $335K 0.08% -110 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: 1,905 shares; 2024Q4: 1,919 shares; 2025Q1: 1,995 shares; 2025Q2: 2,131 shares; 2025Q3: 2,177 shares; 2025Q4: 2,273 shares; 2026Q1: 2,230 shares; 2026Q2: 2,258 shares 2,258 $323K 0.08% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,763 shares; 2025Q3: 4,079 shares; 2025Q4: 4,125 shares; 2026Q1: 4,318 shares; 2026Q2: 4,376 shares 4,376 $321K 0.08% +58 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares; 2026Q2: 272 shares 272 $320K 0.08% +14 Timeline SCHE 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: 8,624 shares; 2024Q4: 9,207 shares; 2025Q1: 8,847 shares; 2025Q2: 8,849 shares; 2025Q3: 8,759 shares; 2025Q4: 8,803 shares; 2026Q1: 8,803 shares; 2026Q2: 8,800 shares 8,800 $319K 0.08% -3 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,750 shares; 2024Q4: 9,226 shares; 2025Q1: 9,341 shares; 2025Q2: 7,530 shares; 2025Q3: 6,312 shares; 2025Q4: 6,016 shares; 2026Q1: 5,528 shares; 2026Q2: 5,457 shares 5,457 $314K 0.08% -71 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: 4,234 shares; 2024Q4: 4,234 shares; 2025Q1: 4,234 shares; 2025Q2: 4,234 shares; 2025Q3: 6,234 shares; 2025Q4: 6,234 shares; 2026Q1: 6,234 shares; 2026Q2: 6,234 shares 6,234 $313K 0.08% 0 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: 5,219 shares; 2024Q4: 4,726 shares; 2025Q1: 4,726 shares; 2025Q2: 4,727 shares; 2025Q3: 4,729 shares; 2025Q4: 4,735 shares; 2026Q1: 4,985 shares; 2026Q2: 4,986 shares 4,986 $298K 0.07% +1 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO 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: not reported; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $296K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,948 shares; 2026Q2: 2,964 shares 2,964 $286K 0.07% +16 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,396 shares; 2024Q4: 5,407 shares; 2025Q1: 5,396 shares; 2025Q2: 5,564 shares; 2025Q3: 5,564 shares; 2025Q4: 5,569 shares; 2026Q1: 5,569 shares; 2026Q2: 5,573 shares 5,573 $283K 0.07% +4 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,643 shares; 2024Q4: 39,437 shares; 2025Q1: 35,081 shares; 2025Q2: 31,659 shares; 2025Q3: 28,652 shares; 2025Q4: 15,863 shares; 2026Q1: 12,098 shares; 2026Q2: 11,379 shares 11,379 $279K 0.07% -719 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,158 shares; 2024Q4: 27,185 shares; 2025Q1: 27,163 shares; 2025Q2: 27,457 shares; 2025Q3: 10,002 shares; 2025Q4: 10,031 shares; 2026Q1: 9,760 shares; 2026Q2: 9,770 shares 9,770 $279K 0.07% +10 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 575 shares; 2025Q4: 608 shares; 2026Q1: 449 shares; 2026Q2: 387 shares 387 $276K 0.07% -62 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: not reported; 2025Q1: 2,393 shares; 2025Q2: 2,681 shares; 2025Q3: not reported; 2025Q4: 2,695 shares; 2026Q1: 2,832 shares; 2026Q2: 2,971 shares 2,971 $272K 0.07% +139 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $271K 0.07% 0 Timeline KLAC KLA CORP More: the full row for KLA 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: 882 shares 882 $266K 0.07% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 561 shares; 2026Q1: 561 shares; 2026Q2: 2,092 shares 2,092 $260K 0.06% +1,531 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,760 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares; 2025Q4: 4,760 shares; 2026Q1: 4,760 shares; 2026Q2: 4,760 shares 4,760 $258K 0.06% 0 Timeline SCHP 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: 11,497 shares; 2024Q4: 27,649 shares; 2025Q1: 27,650 shares; 2025Q2: 26,150 shares; 2025Q3: 28,943 shares; 2025Q4: 11,396 shares; 2026Q1: 9,706 shares; 2026Q2: 9,706 shares 9,706 $257K 0.06% 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: not reported; 2025Q4: 9,857 shares; 2026Q1: 6,257 shares; 2026Q2: 3,392 shares 3,392 $257K 0.06% -2,865 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,540 shares; 2024Q4: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 5,540 shares; 2026Q1: 5,540 shares; 2026Q2: 5,290 shares 5,290 $255K 0.06% -250 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 581 shares; 2025Q1: 588 shares; 2025Q2: 638 shares; 2025Q3: 653 shares; 2025Q4: 680 shares; 2026Q1: 529 shares; 2026Q2: 501 shares 501 $255K 0.06% -28 Timeline DFIC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,717 shares 6,717 $250K 0.06% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547 shares; 2024Q4: 538 shares; 2025Q1: 609 shares; 2025Q2: 719 shares; 2025Q3: 644 shares; 2025Q4: 713 shares; 2026Q1: 717 shares; 2026Q2: 629 shares 629 $250K 0.06% -88 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 669 shares; 2025Q3: 680 shares; 2025Q4: 669 shares; 2026Q1: not reported; 2026Q2: 655 shares 655 $246K 0.06% new Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 103 shares 103 $234K 0.06% new Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 2,930 shares 2,930 $228K 0.06% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS 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: 924 shares 924 $228K 0.06% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 295 shares; 2025Q3: 299 shares; 2025Q4: 2,940 shares; 2026Q1: 3,438 shares; 2026Q2: 3,142 shares 3,142 $224K 0.06% -296 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 2,254 shares 2,254 $224K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,682 shares; 2026Q2: 2,748 shares 2,748 $217K 0.05% +66 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: 636 shares 636 $217K 0.05% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 3,260 shares 3,260 $200K 0.05% new Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY 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: 10,454 shares 10,454 $3.8K <0.01% new Timeline