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: 79,111 shares; 2024Q4: 80,068 shares; 2025Q1: 79,996 shares; 2025Q2: 80,261 shares; 2025Q3: 78,839 shares; 2025Q4: 75,755 shares; 2026Q1: 75,391 shares; 2026Q2: 454,623 shares 454,623 $39.2M 12.34% +379,232 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: 127,900 shares; 2024Q4: 130,821 shares; 2025Q1: 132,833 shares; 2025Q2: 132,111 shares; 2025Q3: 131,215 shares; 2025Q4: 132,245 shares; 2026Q1: 133,125 shares; 2026Q2: 135,058 shares 135,058 $29.4M 9.28% +1,933 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,777 shares; 2024Q4: 28,506 shares; 2025Q1: 28,845 shares; 2025Q2: 28,412 shares; 2025Q3: 28,512 shares; 2025Q4: 28,619 shares; 2026Q1: 28,439 shares; 2026Q2: 28,433 shares 28,433 $18M 5.68% -6 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: 115,215 shares; 2024Q4: 117,748 shares; 2025Q1: 120,171 shares; 2025Q2: 119,713 shares; 2025Q3: 119,537 shares; 2025Q4: 118,348 shares; 2026Q1: 118,391 shares; 2026Q2: 118,207 shares 118,207 $8.93M 2.81% -184 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,021 shares; 2026Q2: 177,091 shares 177,091 $8.82M 2.78% +85,070 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: 39,549 shares; 2024Q4: 66,149 shares; 2025Q1: 70,525 shares; 2025Q2: 69,731 shares; 2025Q3: 92,830 shares; 2025Q4: 114,865 shares; 2026Q1: 115,279 shares; 2026Q2: 111,507 shares 111,507 $8.81M 2.78% -3,772 Timeline DUSB 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: 59,460 shares; 2024Q4: 72,469 shares; 2025Q1: 140,559 shares; 2025Q2: 178,909 shares; 2025Q3: 200,289 shares; 2025Q4: 171,672 shares; 2026Q1: 159,183 shares; 2026Q2: 171,441 shares 171,441 $8.71M 2.74% +12,258 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: 46,639 shares; 2024Q4: 45,028 shares; 2025Q1: 42,693 shares; 2025Q2: 40,685 shares; 2025Q3: 38,144 shares; 2025Q4: 36,822 shares; 2026Q1: 36,149 shares; 2026Q2: 34,499 shares 34,499 $8.16M 2.57% -1,650 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: 38,753 shares; 2024Q4: 41,604 shares; 2025Q1: 43,936 shares; 2025Q2: 45,317 shares; 2025Q3: 45,687 shares; 2025Q4: 45,538 shares; 2026Q1: 47,543 shares; 2026Q2: 48,769 shares 48,769 $7.71M 2.43% +1,226 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,404 shares; 2024Q4: 71,549 shares; 2025Q1: 89,093 shares; 2025Q2: 97,322 shares; 2025Q3: 113,797 shares; 2025Q4: 146,662 shares; 2026Q1: 152,587 shares; 2026Q2: 159,569 shares 159,569 $7.26M 2.29% +6,982 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: 169,956 shares; 2024Q4: 161,871 shares; 2025Q1: 164,465 shares; 2025Q2: 173,844 shares; 2025Q3: 177,101 shares; 2025Q4: 178,415 shares; 2026Q1: 177,096 shares; 2026Q2: 175,753 shares 175,753 $7.25M 2.28% -1,343 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,926 shares; 2025Q2: 108,231 shares; 2025Q3: 122,659 shares; 2025Q4: 116,170 shares; 2026Q1: 129,435 shares; 2026Q2: 130,753 shares 130,753 $6.65M 2.1% +1,318 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: 16,024 shares; 2024Q4: 85,308 shares; 2025Q1: 103,518 shares; 2025Q2: 124,416 shares; 2025Q3: 130,495 shares; 2025Q4: 179,033 shares; 2026Q1: 197,536 shares; 2026Q2: 201,757 shares 201,757 $6.4M 2.02% +4,221 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: 161,209 shares; 2024Q4: 163,280 shares; 2025Q1: 161,287 shares; 2025Q2: 161,396 shares; 2025Q3: 162,221 shares; 2025Q4: 174,426 shares; 2026Q1: 178,167 shares; 2026Q2: 144,142 shares 144,142 $6.08M 1.92% -34,025 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: 12,453 shares; 2024Q4: 11,740 shares; 2025Q1: 11,275 shares; 2025Q2: 11,583 shares; 2025Q3: 15,875 shares; 2025Q4: 17,280 shares; 2026Q1: 17,358 shares; 2026Q2: 74,155 shares 74,155 $5.97M 1.88% +56,797 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,746 shares; 2024Q4: 44,208 shares; 2025Q1: 43,622 shares; 2025Q2: 42,588 shares; 2025Q3: 42,131 shares; 2025Q4: 42,048 shares; 2026Q1: 44,019 shares; 2026Q2: 43,353 shares 43,353 $5.96M 1.88% -666 Timeline FNDF 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: 104,304 shares; 2024Q4: 89,058 shares; 2025Q1: 82,031 shares; 2025Q2: 88,152 shares; 2025Q3: 89,505 shares; 2025Q4: 92,560 shares; 2026Q1: 96,264 shares; 2026Q2: 108,833 shares 108,833 $5.74M 1.81% +12,569 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: 20,719 shares; 2024Q4: 20,499 shares; 2025Q1: 20,093 shares; 2025Q2: 19,824 shares; 2025Q3: 19,533 shares; 2025Q4: 19,361 shares; 2026Q1: 19,406 shares; 2026Q2: 19,311 shares 19,311 $5.59M 1.76% -95 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,013 shares; 2024Q4: 10,566 shares; 2025Q1: 13,893 shares; 2025Q2: 18,467 shares; 2025Q3: 16,567 shares; 2025Q4: 17,622 shares; 2026Q1: 18,166 shares; 2026Q2: 18,318 shares 18,318 $5.5M 1.73% +152 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: 53,484 shares; 2024Q4: 58,899 shares; 2025Q1: 61,750 shares; 2025Q2: 60,830 shares; 2025Q3: 61,280 shares; 2025Q4: 60,701 shares; 2026Q1: 60,372 shares; 2026Q2: 65,459 shares 65,459 $5.39M 1.7% +5,087 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: 5,824 shares; 2024Q4: 5,587 shares; 2025Q1: 5,562 shares; 2025Q2: 6,314 shares; 2025Q3: 5,604 shares; 2025Q4: 29,760 shares; 2026Q1: 36,615 shares; 2026Q2: 49,432 shares 49,432 $5.05M 1.59% +12,817 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: 34,433 shares; 2024Q4: 45,041 shares; 2025Q1: 57,382 shares; 2025Q2: 65,902 shares; 2025Q3: 71,171 shares; 2025Q4: 76,989 shares; 2026Q1: 80,654 shares; 2026Q2: 85,481 shares 85,481 $4.83M 1.52% +4,827 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,755 shares; 2024Q4: 40,753 shares; 2025Q1: 44,791 shares; 2025Q2: 47,455 shares; 2025Q3: 50,793 shares; 2025Q4: 60,589 shares; 2026Q1: 61,893 shares; 2026Q2: 63,458 shares 63,458 $4.52M 1.43% +1,565 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: 13,294 shares; 2024Q4: 12,508 shares; 2025Q1: 12,397 shares; 2025Q2: 12,302 shares; 2025Q3: 12,314 shares; 2025Q4: 12,103 shares; 2026Q1: 12,128 shares; 2026Q2: 11,989 shares 11,989 $4.47M 1.41% -139 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: 4,237 shares; 2024Q4: 4,236 shares; 2025Q1: 4,226 shares; 2025Q2: 4,194 shares; 2025Q3: 4,221 shares; 2025Q4: 4,203 shares; 2026Q1: 4,206 shares; 2026Q2: 4,184 shares 4,184 $4.46M 1.4% -22 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: 21,471 shares; 2024Q4: 21,051 shares; 2025Q1: 20,518 shares; 2025Q2: 19,744 shares; 2025Q3: 19,382 shares; 2025Q4: 18,775 shares; 2026Q1: 18,562 shares; 2026Q2: 18,048 shares 18,048 $4.38M 1.38% -514 Timeline DFAC 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: 94,387 shares; 2024Q4: 90,261 shares; 2025Q1: 90,144 shares; 2025Q2: 84,303 shares; 2025Q3: 86,876 shares; 2025Q4: 82,893 shares; 2026Q1: 82,688 shares; 2026Q2: 88,666 shares 88,666 $3.93M 1.24% +5,978 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: 9,623 shares; 2024Q4: 9,795 shares; 2025Q1: 9,652 shares; 2025Q2: 9,628 shares; 2025Q3: 9,246 shares; 2025Q4: 9,127 shares; 2026Q1: 9,422 shares; 2026Q2: 9,520 shares 9,520 $2.89M 0.91% +98 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 42,255 shares; 2025Q3: 55,570 shares; 2025Q4: 51,463 shares; 2026Q1: 58,396 shares; 2026Q2: 53,492 shares 53,492 $2.69M 0.85% -4,904 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: 2,082 shares; 2024Q4: 2,094 shares; 2025Q1: 2,096 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,110 shares; 2026Q1: 2,111 shares; 2026Q2: 2,120 shares 2,120 $2.54M 0.8% +9 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: 9,976 shares; 2024Q4: 9,628 shares; 2025Q1: 9,408 shares; 2025Q2: 9,212 shares; 2025Q3: 9,203 shares; 2025Q4: 9,001 shares; 2026Q1: 8,999 shares; 2026Q2: 9,007 shares 9,007 $2.19M 0.69% +8 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: 2,997 shares; 2024Q4: 3,278 shares; 2025Q1: 3,276 shares; 2025Q2: 3,160 shares; 2025Q3: 3,160 shares; 2025Q4: 3,001 shares; 2026Q1: 2,929 shares; 2026Q2: 2,903 shares 2,903 $2.14M 0.67% -26 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,030 shares; 2024Q4: 39,167 shares; 2025Q1: 39,310 shares; 2025Q2: 39,704 shares; 2025Q3: 39,680 shares; 2025Q4: 38,244 shares; 2026Q1: 38,716 shares; 2026Q2: 37,892 shares 37,892 $2.03M 0.64% -824 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: 17,846 shares; 2024Q4: 17,846 shares; 2025Q1: 17,903 shares; 2025Q2: 17,905 shares; 2025Q3: 17,804 shares; 2025Q4: 17,491 shares; 2026Q1: 17,496 shares; 2026Q2: 17,347 shares 17,347 $1.96M 0.62% -149 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: 7,814 shares; 2024Q4: 7,090 shares; 2025Q1: 7,085 shares; 2025Q2: 7,065 shares; 2025Q3: 6,951 shares; 2025Q4: 6,951 shares; 2026Q1: 6,953 shares; 2026Q2: 7,103 shares 7,103 $1.92M 0.61% +150 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: 3,865 shares; 2024Q4: 3,874 shares; 2025Q1: 3,924 shares; 2025Q2: 3,919 shares; 2025Q3: 4,177 shares; 2025Q4: 3,908 shares; 2026Q1: 3,951 shares; 2026Q2: 3,785 shares 3,785 $1.89M 0.6% -166 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: 8,211 shares; 2024Q4: 7,917 shares; 2025Q1: 9,263 shares; 2025Q2: 9,570 shares; 2025Q3: 9,526 shares; 2025Q4: 9,653 shares; 2026Q1: 9,693 shares; 2026Q2: 9,249 shares 9,249 $1.85M 0.58% -444 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,270 shares; 2026Q1: 36,397 shares; 2026Q2: 36,397 shares 36,397 $1.73M 0.55% 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: 1,714 shares; 2024Q4: 1,969 shares; 2025Q1: 1,948 shares; 2025Q2: 2,054 shares; 2025Q3: 2,118 shares; 2025Q4: 2,131 shares; 2026Q1: 2,184 shares; 2026Q2: 2,180 shares 2,180 $1.63M 0.51% -4 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: 29,663 shares; 2024Q4: 30,818 shares; 2025Q1: 32,077 shares; 2025Q2: 36,387 shares; 2025Q3: 39,299 shares; 2025Q4: 40,375 shares; 2026Q1: 40,637 shares; 2026Q2: 42,384 shares 42,384 $1.58M 0.5% +1,747 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 28,529 shares; 2026Q1: 30,258 shares; 2026Q2: 30,784 shares 30,784 $1.54M 0.49% +526 Timeline PRF 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: 24,925 shares; 2024Q4: 25,075 shares; 2025Q1: 25,075 shares; 2025Q2: 25,075 shares; 2025Q3: 25,075 shares; 2025Q4: 25,075 shares; 2026Q1: 27,575 shares; 2026Q2: 27,758 shares 27,758 $1.5M 0.47% +183 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,916 shares; 2024Q4: 16,227 shares; 2025Q1: 17,118 shares; 2025Q2: 17,977 shares; 2025Q3: 18,344 shares; 2025Q4: 18,533 shares; 2026Q1: 19,497 shares; 2026Q2: 20,155 shares 20,155 $1.48M 0.47% +658 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,426 shares; 2024Q4: 3,436 shares; 2025Q1: 2,603 shares; 2025Q2: 3,269 shares; 2025Q3: 4,238 shares; 2025Q4: 4,328 shares; 2026Q1: 5,707 shares; 2026Q2: 7,196 shares 7,196 $1.38M 0.43% +1,489 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: 58,019 shares; 2024Q4: 57,953 shares; 2025Q1: 56,688 shares; 2025Q2: 46,977 shares; 2025Q3: 25,414 shares; 2025Q4: 18,293 shares; 2026Q1: 17,283 shares; 2026Q2: 17,010 shares 17,010 $1.31M 0.41% -273 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: 4,253 shares; 2025Q1: 7,581 shares; 2025Q2: 9,078 shares; 2025Q3: 13,708 shares; 2025Q4: 16,833 shares; 2026Q1: 18,079 shares; 2026Q2: 20,754 shares 20,754 $1.28M 0.4% +2,675 Timeline DIHP 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: 30,792 shares; 2024Q4: 31,533 shares; 2025Q1: 30,616 shares; 2025Q2: 35,685 shares; 2025Q3: 35,696 shares; 2025Q4: 37,393 shares; 2026Q1: 37,295 shares; 2026Q2: 37,317 shares 37,317 $1.27M 0.4% +22 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: 1,800 shares; 2024Q4: not reported; 2025Q1: 2,077 shares; 2025Q2: 2,028 shares; 2025Q3: 1,758 shares; 2025Q4: 1,568 shares; 2026Q1: 1,678 shares; 2026Q2: 2,103 shares 2,103 $1.22M 0.39% +425 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,055 shares; 2024Q4: 17,653 shares; 2025Q1: 15,038 shares; 2025Q2: 35,611 shares; 2025Q3: 35,379 shares; 2025Q4: 32,283 shares; 2026Q1: 35,123 shares; 2026Q2: 35,738 shares 35,738 $1.21M 0.38% +615 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: 21,191 shares; 2024Q4: 21,276 shares; 2025Q1: 21,190 shares; 2025Q2: 16,501 shares; 2025Q3: 16,634 shares; 2025Q4: 16,320 shares; 2026Q1: 16,772 shares; 2026Q2: 16,949 shares 16,949 $1.18M 0.37% +177 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,279 shares; 2024Q4: 20,188 shares; 2025Q1: 13,501 shares; 2025Q2: 12,634 shares; 2025Q3: 12,341 shares; 2025Q4: 11,789 shares; 2026Q1: 13,021 shares; 2026Q2: 15,124 shares 15,124 $1.16M 0.37% +2,103 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: 4,994 shares; 2024Q4: 4,880 shares; 2025Q1: 4,768 shares; 2025Q2: 4,771 shares; 2025Q3: 4,504 shares; 2025Q4: 4,392 shares; 2026Q1: 4,393 shares; 2026Q2: 4,483 shares 4,483 $1.14M 0.36% +90 Timeline VHT 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: 3,233 shares; 2024Q4: 3,143 shares; 2025Q1: 3,211 shares; 2025Q2: 3,825 shares; 2025Q3: 3,768 shares; 2025Q4: 3,776 shares; 2026Q1: 3,758 shares; 2026Q2: 3,713 shares 3,713 $1.11M 0.35% -45 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: 3,587 shares; 2024Q4: 3,746 shares; 2025Q1: 3,770 shares; 2025Q2: 4,058 shares; 2025Q3: 4,058 shares; 2025Q4: 4,088 shares; 2026Q1: 4,151 shares; 2026Q2: 4,225 shares 4,225 $1.01M 0.32% +74 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: 12,228 shares; 2024Q4: 12,228 shares; 2025Q1: 12,228 shares; 2025Q2: 12,144 shares; 2025Q3: 12,104 shares; 2025Q4: 12,104 shares; 2026Q1: 12,104 shares; 2026Q2: 12,104 shares 12,104 $992K 0.31% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,466 shares; 2024Q4: 2,506 shares; 2025Q1: 2,497 shares; 2025Q2: 2,499 shares; 2025Q3: 2,479 shares; 2025Q4: 2,479 shares; 2026Q1: 2,518 shares; 2026Q2: 2,596 shares 2,596 $928K 0.29% +78 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: 13,971 shares; 2024Q4: 12,516 shares; 2025Q1: 12,012 shares; 2025Q2: 12,028 shares; 2025Q3: 10,295 shares; 2025Q4: 11,312 shares; 2026Q1: 11,024 shares; 2026Q2: 11,120 shares 11,120 $919K 0.29% +96 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: 23,362 shares; 2024Q4: 23,362 shares; 2025Q1: 23,362 shares; 2025Q2: 24,172 shares; 2025Q3: 24,172 shares; 2025Q4: 23,384 shares; 2026Q1: 22,581 shares; 2026Q2: 21,456 shares 21,456 $895K 0.28% -1,125 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: 10,042 shares; 2024Q4: 9,844 shares; 2025Q1: 9,971 shares; 2025Q2: 12,751 shares; 2025Q3: 15,494 shares; 2025Q4: 17,334 shares; 2026Q1: 17,220 shares; 2026Q2: 16,551 shares 16,551 $894K 0.28% -669 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: 2,715 shares; 2024Q4: 2,729 shares; 2025Q1: 2,720 shares; 2025Q2: 2,518 shares; 2025Q3: 2,518 shares; 2025Q4: 2,425 shares; 2026Q1: 2,463 shares; 2026Q2: 2,362 shares 2,362 $870K 0.27% -101 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,741 shares; 2024Q4: 10,482 shares; 2025Q1: 9,691 shares; 2025Q2: 9,352 shares; 2025Q3: 9,004 shares; 2025Q4: 8,964 shares; 2026Q1: 8,180 shares; 2026Q2: 8,180 shares 8,180 $850K 0.27% 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: 3,813 shares; 2024Q4: 3,852 shares; 2025Q1: 3,594 shares; 2025Q2: 3,471 shares; 2025Q3: 3,372 shares; 2025Q4: 3,373 shares; 2026Q1: 3,374 shares; 2026Q2: 3,359 shares 3,359 $845K 0.27% -15 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: 1,078 shares; 2024Q4: 1,078 shares; 2025Q1: 1,045 shares; 2025Q2: 1,033 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares; 2026Q2: 1,117 shares 1,117 $837K 0.26% +98 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,078 shares; 2025Q4: 3,078 shares; 2026Q1: 3,078 shares; 2026Q2: 3,078 shares 3,078 $825K 0.26% 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: 10,412 shares; 2024Q4: 13,193 shares; 2025Q1: 15,588 shares; 2025Q2: 12,284 shares; 2025Q3: 11,808 shares; 2025Q4: 12,711 shares; 2026Q1: 13,440 shares; 2026Q2: 13,522 shares 13,522 $807K 0.25% +82 Timeline DFIS 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: 24,442 shares; 2024Q4: 15,132 shares; 2025Q1: 13,721 shares; 2025Q2: 14,248 shares; 2025Q3: 16,772 shares; 2025Q4: 21,060 shares; 2026Q1: 21,169 shares; 2026Q2: 21,999 shares 21,999 $771K 0.24% +830 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: 1,195 shares; 2025Q3: 1,195 shares; 2025Q4: 2,861 shares; 2026Q1: 2,862 shares; 2026Q2: 2,862 shares 2,862 $769K 0.24% 0 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: 4,836 shares; 2024Q4: 4,949 shares; 2025Q1: 4,949 shares; 2025Q2: 4,949 shares; 2025Q3: 4,899 shares; 2025Q4: 5,899 shares; 2026Q1: 5,436 shares; 2026Q2: 5,436 shares 5,436 $743K 0.23% 0 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 6,524 shares; 2025Q4: 20,094 shares; 2026Q1: 14,955 shares; 2026Q2: 15,162 shares 15,162 $735K 0.23% +207 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,393 shares; 2024Q4: 9,565 shares; 2025Q1: 11,262 shares; 2025Q2: 12,739 shares; 2025Q3: 15,590 shares; 2025Q4: 18,450 shares; 2026Q1: 20,021 shares; 2026Q2: 20,402 shares 20,402 $697K 0.22% +381 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 865 shares; 2025Q1: 894 shares; 2025Q2: 876 shares; 2025Q3: 886 shares; 2025Q4: 1,016 shares; 2026Q1: 1,122 shares; 2026Q2: 1,224 shares 1,224 $686K 0.22% +102 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: not reported; 2025Q1: not reported; 2025Q2: 7,145 shares; 2025Q3: 7,051 shares; 2025Q4: 9,903 shares; 2026Q1: 11,184 shares; 2026Q2: 16,370 shares 16,370 $658K 0.21% +5,186 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: 1,871 shares; 2025Q1: 1,868 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,964 shares; 2026Q1: 1,915 shares; 2026Q2: 1,895 shares 1,895 $620K 0.2% -20 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,767 shares; 2024Q4: 15,767 shares; 2025Q1: 15,059 shares; 2025Q2: 15,059 shares; 2025Q3: 15,059 shares; 2025Q4: 15,059 shares; 2026Q1: 15,059 shares; 2026Q2: 15,059 shares 15,059 $609K 0.19% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $606K 0.19% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,116 shares; 2024Q4: 19,761 shares; 2025Q1: 21,611 shares; 2025Q2: 21,806 shares; 2025Q3: 18,451 shares; 2025Q4: 18,901 shares; 2026Q1: 29,447 shares; 2026Q2: 33,327 shares 33,327 $598K 0.19% +3,880 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: 2,072 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,674 shares; 2025Q3: 1,591 shares; 2025Q4: 1,631 shares; 2026Q1: 1,611 shares; 2026Q2: 1,622 shares 1,622 $572K 0.18% +11 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: 6,967 shares; 2024Q4: 7,042 shares; 2025Q1: 6,830 shares; 2025Q2: 6,818 shares; 2025Q3: 6,826 shares; 2025Q4: 6,758 shares; 2026Q1: 6,697 shares; 2026Q2: 6,362 shares 6,362 $558K 0.18% -335 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: 1,403 shares; 2024Q4: 1,411 shares; 2025Q1: 1,348 shares; 2025Q2: 1,368 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,316 shares; 2026Q2: 1,304 shares 1,304 $548K 0.17% -12 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,982 shares; 2024Q4: 6,993 shares; 2025Q1: 7,014 shares; 2025Q2: 6,738 shares; 2025Q3: 6,732 shares; 2025Q4: 6,762 shares; 2026Q1: 6,788 shares; 2026Q2: 6,303 shares 6,303 $548K 0.17% -485 Timeline VOT 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: 2,030 shares; 2024Q4: 1,906 shares; 2025Q1: 1,847 shares; 2025Q2: 1,847 shares; 2025Q3: 1,847 shares; 2025Q4: 1,760 shares; 2026Q1: 1,659 shares; 2026Q2: 1,731 shares 1,731 $530K 0.17% +72 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: 1,259 shares; 2024Q4: 1,259 shares; 2025Q1: 1,236 shares; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,180 shares; 2026Q1: 1,258 shares; 2026Q2: 1,427 shares 1,427 $522K 0.16% +169 Timeline ICSH 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: 5,594 shares; 2025Q3: 10,539 shares; 2025Q4: 10,238 shares; 2026Q1: 10,236 shares; 2026Q2: 10,284 shares 10,284 $520K 0.16% +48 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,461 shares; 2024Q4: 8,461 shares; 2025Q1: 7,784 shares; 2025Q2: 7,784 shares; 2025Q3: 7,784 shares; 2025Q4: 7,784 shares; 2026Q1: 7,978 shares; 2026Q2: 8,138 shares 8,138 $479K 0.15% +160 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 11,595 shares 11,595 $465K 0.15% new Timeline BP BP PLC More: the full row for BP 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: 5,915 shares; 2025Q4: 8,496 shares; 2026Q1: 8,539 shares; 2026Q2: 12,431 shares 12,431 $459K 0.14% +3,892 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: not reported; 2024Q4: not reported; 2025Q1: 2,438 shares; 2025Q2: 2,338 shares; 2025Q3: 2,079 shares; 2025Q4: 2,079 shares; 2026Q1: 3,840 shares; 2026Q2: 3,130 shares 3,130 $459K 0.14% -710 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: not reported; 2025Q4: 814 shares; 2026Q1: 766 shares; 2026Q2: 1,216 shares 1,216 $454K 0.14% +450 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: 237 shares; 2026Q2: 362 shares 362 $425K 0.13% +125 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: not reported; 2024Q4: 4,881 shares; 2025Q1: 4,881 shares; 2025Q2: 4,881 shares; 2025Q3: 4,881 shares; 2025Q4: 7,381 shares; 2026Q1: 7,381 shares; 2026Q2: 7,381 shares 7,381 $421K 0.13% 0 Timeline PHO 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: 9,974 shares; 2024Q4: 9,717 shares; 2025Q1: 9,414 shares; 2025Q2: 8,922 shares; 2025Q3: 8,523 shares; 2025Q4: 7,673 shares; 2026Q1: 7,674 shares; 2026Q2: 5,912 shares 5,912 $408K 0.13% -1,762 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: 4,384 shares; 2024Q4: 4,332 shares; 2025Q1: 4,334 shares; 2025Q2: 4,112 shares; 2025Q3: 4,114 shares; 2025Q4: 4,117 shares; 2026Q1: 4,119 shares; 2026Q2: 4,122 shares 4,122 $395K 0.12% +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: 370 shares; 2024Q4: 362 shares; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 549 shares; 2025Q4: 509 shares; 2026Q1: 412 shares; 2026Q2: 3,297 shares 3,297 $394K 0.12% +2,885 Timeline IWO 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: 944 shares; 2025Q3: 824 shares; 2025Q4: 865 shares; 2026Q1: 923 shares; 2026Q2: 977 shares 977 $385K 0.12% +54 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,161 shares; 2024Q4: 1,161 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares; 2026Q2: 1,161 shares 1,161 $383K 0.12% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,070 shares; 2024Q4: 9,070 shares; 2025Q1: 9,070 shares; 2025Q2: 9,070 shares; 2025Q3: 9,070 shares; 2025Q4: 9,070 shares; 2026Q1: 9,070 shares; 2026Q2: 9,070 shares 9,070 $379K 0.12% 0 Timeline VOE 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: 1,947 shares; 2024Q4: 1,947 shares; 2025Q1: 1,947 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 1,495 shares; 2026Q1: 1,630 shares; 2026Q2: 1,891 shares 1,891 $374K 0.12% +261 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,771 shares; 2024Q4: 11,771 shares; 2025Q1: 11,794 shares; 2025Q2: 11,831 shares; 2025Q3: 11,870 shares; 2025Q4: 21,807 shares; 2026Q1: 28,378 shares; 2026Q2: 28,503 shares 28,503 $365K 0.11% +125 Timeline NLR VANECK ETF TRUST More: the full row for VANECK 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: 2,739 shares; 2025Q4: 3,235 shares; 2026Q1: 3,132 shares; 2026Q2: 3,125 shares 3,125 $362K 0.11% -7 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,952 shares; 2024Q4: 7,311 shares; 2025Q1: 5,440 shares; 2025Q2: 4,341 shares; 2025Q3: 3,913 shares; 2025Q4: 3,813 shares; 2026Q1: 3,745 shares; 2026Q2: 3,526 shares 3,526 $357K 0.11% -219 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,594 shares; 2024Q4: 16,782 shares; 2025Q1: 15,493 shares; 2025Q2: 15,493 shares; 2025Q3: 15,101 shares; 2025Q4: 10,031 shares; 2026Q1: 10,031 shares; 2026Q2: 10,031 shares 10,031 $349K 0.11% 0 Timeline DFAR 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: 11,814 shares; 2024Q4: 12,542 shares; 2025Q1: 13,382 shares; 2025Q2: 14,771 shares; 2025Q3: 15,142 shares; 2025Q4: 13,096 shares; 2026Q1: 12,887 shares; 2026Q2: 13,197 shares 13,197 $345K 0.11% +310 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,100 shares; 2025Q2: 54,000 shares; 2025Q3: 38,400 shares; 2025Q4: 38,500 shares; 2026Q1: 39,130 shares; 2026Q2: 41,000 shares 41,000 $338K 0.11% +1,870 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,668 shares; 2024Q4: 4,462 shares; 2025Q1: 4,232 shares; 2025Q2: 3,732 shares; 2025Q3: 3,540 shares; 2025Q4: 3,361 shares; 2026Q1: 3,059 shares; 2026Q2: 2,981 shares 2,981 $328K 0.1% -78 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: 903 shares; 2024Q4: 903 shares; 2025Q1: 903 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 916 shares; 2026Q1: 916 shares; 2026Q2: 926 shares 926 $318K 0.1% +10 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: 279 shares; 2024Q4: 286 shares; 2025Q1: 300 shares; 2025Q2: 342 shares; 2025Q3: 337 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $318K 0.1% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED 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: not reported; 2026Q1: not reported; 2026Q2: 2,369 shares 2,369 $316K 0.1% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 5,740 shares 5,740 $303K 0.1% 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: 882 shares 882 $301K 0.09% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,902 shares; 2024Q4: 8,902 shares; 2025Q1: 9,002 shares; 2025Q2: 8,902 shares; 2025Q3: 8,902 shares; 2025Q4: 8,902 shares; 2026Q1: 8,902 shares; 2026Q2: 6,286 shares 6,286 $292K 0.09% -2,616 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 1,158 shares; 2025Q1: 1,115 shares; 2025Q2: 829 shares; 2025Q3: 784 shares; 2025Q4: 767 shares; 2026Q1: 767 shares; 2026Q2: 535 shares 535 $279K 0.09% -232 Timeline SMH VANECK ETF TRUST More: the full row for VANECK 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: 419 shares 419 $275K 0.09% new 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: 1,696 shares; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,743 shares; 2026Q1: 1,625 shares; 2026Q2: 1,625 shares 1,625 $275K 0.09% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X 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: 4,707 shares; 2026Q2: 5,927 shares 5,927 $259K 0.08% +1,220 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,571 shares; 2024Q4: 25,571 shares; 2025Q1: 25,856 shares; 2025Q2: 26,155 shares; 2025Q3: 26,446 shares; 2025Q4: 26,559 shares; 2026Q1: 26,749 shares; 2026Q2: 26,749 shares 26,749 $256K 0.08% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,267 shares; 2024Q4: 2,273 shares; 2025Q1: 2,279 shares; 2025Q2: 2,286 shares; 2025Q3: 2,292 shares; 2025Q4: 2,299 shares; 2026Q1: 2,305 shares; 2026Q2: 2,311 shares 2,311 $256K 0.08% +6 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: 903 shares; 2024Q4: 890 shares; 2025Q1: 865 shares; 2025Q2: 852 shares; 2025Q3: 826 shares; 2025Q4: 809 shares; 2026Q1: 688 shares; 2026Q2: 694 shares 694 $238K 0.07% +6 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,042 shares; 2024Q4: 21,951 shares; 2025Q1: 22,114 shares; 2025Q2: 20,882 shares; 2025Q3: 21,112 shares; 2025Q4: 21,343 shares; 2026Q1: 21,572 shares; 2026Q2: 21,599 shares 21,599 $233K 0.07% +27 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: 1,615 shares; 2024Q4: 1,617 shares; 2025Q1: 1,619 shares; 2025Q2: 1,587 shares; 2025Q3: 1,556 shares; 2025Q4: 1,559 shares; 2026Q1: 1,561 shares; 2026Q2: 1,556 shares 1,556 $228K 0.07% -5 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,683 shares 2,683 $224K 0.07% new 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: 3,131 shares; 2024Q4: 3,131 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares; 2026Q1: 2,406 shares; 2026Q2: 2,406 shares 2,406 $218K 0.07% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,347 shares; 2026Q1: not reported; 2026Q2: 1,323 shares 1,323 $217K 0.07% new Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION 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: 8,000 shares 8,000 $212K 0.07% new 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: 3,279 shares; 2024Q4: 3,265 shares; 2025Q1: 2,082 shares; 2025Q2: 1,838 shares; 2025Q3: 1,572 shares; 2025Q4: 1,572 shares; 2026Q1: 1,564 shares; 2026Q2: 1,566 shares 1,566 $212K 0.07% +2 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,258 shares; 2024Q4: not reported; 2025Q1: 6,258 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,808 shares; 2026Q2: 4,808 shares 4,808 $212K 0.07% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 3,488 shares 3,488 $210K 0.07% new 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: not reported; 2026Q2: 2,137 shares 2,137 $206K 0.06% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI 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: 14,100 shares; 2025Q3: 16,350 shares; 2025Q4: 16,350 shares; 2026Q1: 15,350 shares; 2026Q2: 15,850 shares 15,850 $58.2K 0.02% +500 Timeline JQC NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME 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: 10,922 shares; 2026Q2: 11,260 shares 11,260 $54.7K 0.02% +338 Timeline