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: 64,296 shares; 2024Q4: 64,041 shares; 2025Q1: 66,191 shares; 2025Q2: 67,226 shares; 2025Q3: 62,107 shares; 2025Q4: 61,809 shares; 2026Q1: 65,510 shares; 2026Q2: 416,280 shares 416,280 $35.9M 9.19% +350,770 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,992 shares; 2024Q4: 271,214 shares; 2025Q1: 265,987 shares; 2025Q2: 262,369 shares; 2025Q3: 258,103 shares; 2025Q4: 254,660 shares; 2026Q1: 237,607 shares; 2026Q2: 230,978 shares 230,978 $29.6M 7.58% -6,629 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: 541,176 shares; 2024Q4: 544,770 shares; 2025Q1: 533,042 shares; 2025Q2: 537,932 shares; 2025Q3: 544,193 shares; 2025Q4: 538,263 shares; 2026Q1: 557,315 shares; 2026Q2: 591,850 shares 591,850 $20.2M 5.17% +34,535 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,305 shares; 2024Q4: 218,552 shares; 2025Q1: 211,429 shares; 2025Q2: 212,553 shares; 2025Q3: 202,954 shares; 2025Q4: 197,950 shares; 2026Q1: 198,200 shares; 2026Q2: 184,217 shares 184,217 $17.8M 4.55% -13,983 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: 2,522 shares; 2024Q4: 2,522 shares; 2025Q1: 50,682 shares; 2025Q2: 54,360 shares; 2025Q3: 57,998 shares; 2025Q4: 59,498 shares; 2026Q1: 63,924 shares; 2026Q2: 70,298 shares 70,298 $16.6M 4.26% +6,374 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,645 shares; 2024Q4: 300,822 shares; 2025Q1: 191,281 shares; 2025Q2: 191,426 shares; 2025Q3: 183,423 shares; 2025Q4: 179,389 shares; 2026Q1: 182,801 shares; 2026Q2: 181,790 shares 181,790 $16.6M 4.25% -1,011 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,869 shares; 2024Q4: 212,958 shares; 2025Q1: 210,285 shares; 2025Q2: 205,995 shares; 2025Q3: 202,935 shares; 2025Q4: 200,137 shares; 2026Q1: 190,994 shares; 2026Q2: 185,862 shares 185,862 $16.6M 4.25% -5,132 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,792 shares; 2024Q4: 199,343 shares; 2025Q1: 204,174 shares; 2025Q2: 207,757 shares; 2025Q3: 204,887 shares; 2025Q4: 202,554 shares; 2026Q1: 207,002 shares; 2026Q2: 211,302 shares 211,302 $16.4M 4.19% +4,300 Timeline VMBS 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: 195,331 shares; 2024Q4: 198,268 shares; 2025Q1: 260,032 shares; 2025Q2: 259,960 shares; 2025Q3: 278,526 shares; 2025Q4: 288,718 shares; 2026Q1: 294,898 shares; 2026Q2: 328,187 shares 328,187 $15.4M 3.94% +33,289 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,863 shares; 2024Q4: 207,067 shares; 2025Q1: 200,602 shares; 2025Q2: 202,768 shares; 2025Q3: 216,603 shares; 2025Q4: 228,066 shares; 2026Q1: 233,326 shares; 2026Q2: 251,714 shares 251,714 $14.6M 3.75% +18,388 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: 401,142 shares; 2024Q4: 396,566 shares; 2025Q1: 392,588 shares; 2025Q2: 401,288 shares; 2025Q3: 405,756 shares; 2025Q4: 408,155 shares; 2026Q1: 427,843 shares; 2026Q2: 331,798 shares 331,798 $13.8M 3.55% -96,045 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: 17,473 shares; 2024Q4: 17,799 shares; 2025Q1: 17,648 shares; 2025Q2: 18,138 shares; 2025Q3: 18,102 shares; 2025Q4: 18,103 shares; 2026Q1: 18,815 shares; 2026Q2: 19,639 shares 19,639 $13.5M 3.46% +824 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: 84,997 shares; 2024Q4: 87,531 shares; 2025Q1: 132,328 shares; 2025Q2: 136,330 shares; 2025Q3: 150,083 shares; 2025Q4: 157,583 shares; 2026Q1: 163,042 shares; 2026Q2: 182,835 shares 182,835 $10.8M 2.76% +19,793 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: 283,243 shares; 2024Q4: 273,392 shares; 2025Q1: 247,923 shares; 2025Q2: 246,866 shares; 2025Q3: 243,066 shares; 2025Q4: 240,907 shares; 2026Q1: 236,059 shares; 2026Q2: 223,457 shares 223,457 $9.91M 2.54% -12,602 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: 279,075 shares; 2024Q4: 272,653 shares; 2025Q1: 253,695 shares; 2025Q2: 255,733 shares; 2025Q3: 254,217 shares; 2025Q4: 252,149 shares; 2026Q1: 257,948 shares; 2026Q2: 257,792 shares 257,792 $9.03M 2.31% -156 Timeline VGLT 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: 130,044 shares; 2024Q4: 132,574 shares; 2025Q1: 136,719 shares; 2025Q2: 138,098 shares; 2025Q3: 139,159 shares; 2025Q4: 143,852 shares; 2026Q1: 144,848 shares; 2026Q2: 157,455 shares 157,455 $8.69M 2.23% +12,607 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,256 shares; 2024Q4: 138,597 shares; 2025Q1: 155,660 shares; 2025Q2: 149,146 shares; 2025Q3: 152,758 shares; 2025Q4: 174,166 shares; 2026Q1: 189,041 shares; 2026Q2: 167,385 shares 167,385 $8.47M 2.17% -21,656 Timeline SMMU 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: 122,884 shares; 2024Q4: 128,942 shares; 2025Q1: 127,691 shares; 2025Q2: 128,660 shares; 2025Q3: 132,968 shares; 2025Q4: 152,338 shares; 2026Q1: 160,943 shares; 2026Q2: 161,569 shares 161,569 $8.16M 2.09% +626 Timeline VCLT 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: 79,454 shares; 2024Q4: 81,471 shares; 2025Q1: 86,407 shares; 2025Q2: 87,630 shares; 2025Q3: 91,070 shares; 2025Q4: 98,563 shares; 2026Q1: 101,775 shares; 2026Q2: 108,330 shares 108,330 $8.15M 2.09% +6,555 Timeline VCIT 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: 42,695 shares; 2024Q4: 43,510 shares; 2025Q1: 72,911 shares; 2025Q2: 72,783 shares; 2025Q3: 77,647 shares; 2025Q4: 81,265 shares; 2026Q1: 83,822 shares; 2026Q2: 92,516 shares 92,516 $7.65M 1.96% +8,694 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,326 shares; 2024Q4: 98,150 shares; 2025Q1: 97,637 shares; 2025Q2: 100,376 shares; 2025Q3: 100,417 shares; 2025Q4: 94,825 shares; 2026Q1: 98,542 shares; 2026Q2: 103,819 shares 103,819 $7.61M 1.95% +5,277 Timeline JMST 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: 124,351 shares; 2024Q4: 123,855 shares; 2025Q1: 122,866 shares; 2025Q2: 119,412 shares; 2025Q3: 119,866 shares; 2025Q4: 124,583 shares; 2026Q1: 125,731 shares; 2026Q2: 125,377 shares 125,377 $6.39M 1.64% -354 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 110,158 shares 110,158 $5.09M 1.3% 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: 49,162 shares; 2024Q4: 50,183 shares; 2025Q1: 48,536 shares; 2025Q2: 48,963 shares; 2025Q3: 50,364 shares; 2025Q4: 53,205 shares; 2026Q1: 53,985 shares; 2026Q2: 57,769 shares 57,769 $4.57M 1.17% +3,784 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: 129,676 shares; 2024Q4: 132,640 shares; 2025Q1: 83,423 shares; 2025Q2: 82,412 shares; 2025Q3: 83,545 shares; 2025Q4: 85,925 shares; 2026Q1: 85,914 shares; 2026Q2: 90,672 shares 90,672 $4.51M 1.16% +4,758 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: 57,970 shares; 2024Q4: 57,728 shares; 2025Q1: 56,377 shares; 2025Q2: 56,284 shares; 2025Q3: 55,230 shares; 2025Q4: 53,734 shares; 2026Q1: 51,344 shares; 2026Q2: 51,140 shares 51,140 $4.19M 1.07% -204 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: 32,963 shares; 2024Q4: 33,293 shares; 2025Q1: 33,997 shares; 2025Q2: 34,660 shares; 2025Q3: 35,373 shares; 2025Q4: 35,913 shares; 2026Q1: 37,832 shares; 2026Q2: 40,215 shares 40,215 $3.88M 0.99% +2,383 Timeline FLRN 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: 84,025 shares; 2024Q4: 85,088 shares; 2025Q1: 85,874 shares; 2025Q2: 85,797 shares; 2025Q3: 87,321 shares; 2025Q4: 92,244 shares; 2026Q1: 93,469 shares; 2026Q2: 95,067 shares 95,067 $2.93M 0.75% +1,598 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: 3,877 shares; 2024Q4: 3,877 shares; 2025Q1: 3,855 shares; 2025Q2: 3,777 shares; 2025Q3: 3,777 shares; 2025Q4: 3,770 shares; 2026Q1: 3,858 shares; 2026Q2: 3,835 shares 3,835 $2.82M 0.72% -23 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,639 shares; 2024Q4: 39,181 shares; 2025Q1: 35,219 shares; 2025Q2: 34,478 shares; 2025Q3: 39,679 shares; 2025Q4: 39,479 shares; 2026Q1: 39,182 shares; 2026Q2: 35,916 shares 35,916 $2.8M 0.72% -3,266 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,587 shares; 2025Q3: 4,542 shares; 2025Q4: 10,649 shares; 2026Q1: 15,561 shares; 2026Q2: 36,485 shares 36,485 $2.79M 0.71% +20,924 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: 42,316 shares; 2024Q4: 42,660 shares; 2025Q1: 46,063 shares; 2025Q2: 43,620 shares; 2025Q3: 44,770 shares; 2025Q4: 44,623 shares; 2026Q1: 45,091 shares; 2026Q2: 43,605 shares 43,605 $2.46M 0.63% -1,486 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: 16,171 shares; 2024Q4: 14,932 shares; 2025Q1: 16,790 shares; 2025Q2: 17,173 shares; 2025Q3: 17,641 shares; 2025Q4: 25,900 shares; 2026Q1: 28,426 shares; 2026Q2: 28,940 shares 28,940 $2.12M 0.54% +514 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,054 shares; 2024Q4: 42,065 shares; 2025Q1: 41,519 shares; 2025Q2: 41,525 shares; 2025Q3: 39,855 shares; 2025Q4: 38,956 shares; 2026Q1: 38,003 shares; 2026Q2: 37,761 shares 37,761 $2.08M 0.53% -242 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,976 shares; 2024Q4: 3,976 shares; 2025Q1: 4,021 shares; 2025Q2: 4,022 shares; 2025Q3: 4,022 shares; 2025Q4: 4,023 shares; 2026Q1: 4,023 shares; 2026Q2: 24,140 shares 24,140 $1.99M 0.51% +20,117 Timeline EPRF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,899 shares; 2024Q4: 89,106 shares; 2025Q1: 92,849 shares; 2025Q2: 96,819 shares; 2025Q3: 99,828 shares; 2025Q4: 104,601 shares; 2026Q1: 108,933 shares; 2026Q2: 110,409 shares 110,409 $1.82M 0.47% +1,476 Timeline VNQI 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: 27,064 shares; 2024Q4: 27,480 shares; 2025Q1: 29,187 shares; 2025Q2: 29,626 shares; 2025Q3: 30,775 shares; 2025Q4: 31,558 shares; 2026Q1: 33,588 shares; 2026Q2: 36,107 shares 36,107 $1.62M 0.41% +2,519 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: 28,370 shares; 2024Q4: 27,472 shares; 2025Q1: 24,818 shares; 2025Q2: 24,602 shares; 2025Q3: 23,799 shares; 2025Q4: 23,388 shares; 2026Q1: 23,390 shares; 2026Q2: 22,458 shares 22,458 $1.57M 0.4% -932 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,886 shares; 2024Q4: 23,586 shares; 2025Q1: 21,189 shares; 2025Q2: 27,357 shares; 2025Q3: 32,833 shares; 2025Q4: 31,698 shares; 2026Q1: 31,698 shares; 2026Q2: 31,242 shares 31,242 $1.51M 0.39% -456 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: 4,507 shares; 2024Q4: 6,836 shares; 2025Q1: 6,450 shares; 2025Q2: 6,193 shares; 2025Q3: 6,026 shares; 2025Q4: 5,434 shares; 2026Q1: 5,395 shares; 2026Q2: 5,016 shares 5,016 $1.45M 0.37% -379 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: 19,902 shares; 2024Q4: 40,010 shares; 2025Q1: 40,774 shares; 2025Q2: 42,283 shares; 2025Q3: 43,733 shares; 2025Q4: 45,681 shares; 2026Q1: 46,435 shares; 2026Q2: 49,090 shares 49,090 $1.3M 0.33% +2,655 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: 1,067 shares; 2024Q4: 1,070 shares; 2025Q1: 1,930 shares; 2025Q2: 1,924 shares; 2025Q3: 1,924 shares; 2025Q4: 2,837 shares; 2026Q1: 2,840 shares; 2026Q2: 2,878 shares 2,878 $1.07M 0.27% +38 Timeline TLT 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: 4,768 shares; 2025Q4: 4,768 shares; 2026Q1: 7,484 shares; 2026Q2: 11,420 shares 11,420 $987K 0.25% +3,936 Timeline BLV 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: 18,942 shares; 2024Q4: 25,698 shares; 2025Q1: 24,335 shares; 2025Q2: 24,297 shares; 2025Q3: 23,210 shares; 2025Q4: 22,451 shares; 2026Q1: 21,379 shares; 2026Q2: 14,265 shares 14,265 $983K 0.25% -7,114 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,276 shares; 2024Q4: 13,196 shares; 2025Q1: 13,064 shares; 2025Q2: 13,065 shares; 2025Q3: 13,066 shares; 2025Q4: 11,981 shares; 2026Q1: 11,815 shares; 2026Q2: 11,752 shares 11,752 $968K 0.25% -63 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,803 shares; 2024Q4: 2,713 shares; 2025Q1: 2,713 shares; 2025Q2: 2,713 shares; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares; 2026Q1: 2,647 shares; 2026Q2: 2,647 shares 2,647 $878K 0.22% 0 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: 879 shares; 2024Q4: 2,288 shares; 2025Q1: 2,281 shares; 2025Q2: 2,281 shares; 2025Q3: 2,281 shares; 2025Q4: 2,285 shares; 2026Q1: 2,281 shares; 2026Q2: 2,282 shares 2,282 $851K 0.22% +1 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: 2,692 shares; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,663 shares; 2025Q3: 2,655 shares; 2025Q4: 2,615 shares; 2026Q1: 2,796 shares; 2026Q2: 2,642 shares 2,642 $801K 0.21% -154 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,613 shares; 2024Q4: 13,517 shares; 2025Q1: 10,180 shares; 2025Q2: 10,176 shares; 2025Q3: 10,194 shares; 2025Q4: 10,192 shares; 2026Q1: 10,208 shares; 2026Q2: 10,189 shares 10,189 $782K 0.2% -19 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: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $777K 0.2% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares; 2026Q2: 6,853 shares 6,853 $706K 0.18% -2,347 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: 1,675 shares; 2024Q4: 2,571 shares; 2025Q1: 2,571 shares; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares; 2025Q4: 2,551 shares; 2026Q1: 2,695 shares; 2026Q2: 2,695 shares 2,695 $685K 0.18% 0 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,000 shares; 2024Q4: 52,000 shares; 2025Q1: 52,000 shares; 2025Q2: 52,000 shares; 2025Q3: 52,000 shares; 2025Q4: 52,000 shares; 2026Q1: 52,000 shares; 2026Q2: 52,000 shares 52,000 $673K 0.17% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,167 shares; 2024Q4: not reported; 2025Q1: 5,230 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 7,366 shares; 2026Q1: 7,366 shares; 2026Q2: 7,366 shares 7,366 $630K 0.16% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,638 shares; 2024Q4: 19,643 shares; 2025Q1: 15,228 shares; 2025Q2: 15,234 shares; 2025Q3: 15,203 shares; 2025Q4: 15,020 shares; 2026Q1: 15,021 shares; 2026Q2: 14,945 shares 14,945 $551K 0.14% -76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,766 shares; 2026Q2: 5,673 shares 5,673 $543K 0.14% -93 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: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $542K 0.14% 0 Timeline IGLB 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: 5,044 shares; 2026Q2: 10,793 shares 10,793 $540K 0.14% +5,749 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: not reported; 2024Q4: 4,373 shares; 2025Q1: 4,373 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares; 2025Q4: 4,226 shares; 2026Q1: 4,516 shares; 2026Q2: 4,516 shares 4,516 $530K 0.14% 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: 175 shares; 2026Q1: 175 shares; 2026Q2: 1,750 shares 1,750 $528K 0.14% +1,575 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: 2,662 shares; 2024Q4: 4,372 shares; 2025Q1: 4,488 shares; 2025Q2: 4,438 shares; 2025Q3: 4,438 shares; 2025Q4: 4,438 shares; 2026Q1: 4,495 shares; 2026Q2: 4,495 shares 4,495 $509K 0.13% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,989 shares; 2026Q1: 3,967 shares; 2026Q2: 3,967 shares 3,967 $502K 0.13% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,026 shares; 2024Q4: 12,026 shares; 2025Q1: 12,026 shares; 2025Q2: 12,026 shares; 2025Q3: 12,026 shares; 2025Q4: 12,026 shares; 2026Q1: 12,026 shares; 2026Q2: 12,026 shares 12,026 $487K 0.12% 0 Timeline JANB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 16,594 shares; 2026Q2: 16,594 shares 16,594 $452K 0.12% 0 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: 11,749 shares; 2024Q4: 11,749 shares; 2025Q1: 11,749 shares; 2025Q2: 11,749 shares; 2025Q3: 11,749 shares; 2025Q4: 11,198 shares; 2026Q1: 11,198 shares; 2026Q2: 11,198 shares 11,198 $450K 0.12% 0 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: 7,778 shares; 2024Q4: 7,778 shares; 2025Q1: 7,778 shares; 2025Q2: 7,778 shares; 2025Q3: 7,774 shares; 2025Q4: 7,774 shares; 2026Q1: 7,666 shares; 2026Q2: 7,666 shares 7,666 $437K 0.11% 0 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: 1,936 shares; 2024Q4: 2,021 shares; 2025Q1: 2,040 shares; 2025Q2: 2,064 shares; 2025Q3: 2,118 shares; 2025Q4: 2,177 shares; 2026Q1: 2,333 shares; 2026Q2: 2,130 shares 2,130 $426K 0.11% -203 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: not reported; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,289 shares; 2026Q2: 1,289 shares 1,289 $422K 0.11% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,069 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares; 2026Q1: 1,052 shares; 2026Q2: 1,052 shares 1,052 $418K 0.11% 0 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 12,180 shares; 2026Q2: 12,180 shares 12,180 $381K 0.1% 0 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,802 shares; 2024Q4: 7,802 shares; 2025Q1: 7,802 shares; 2025Q2: 7,802 shares; 2025Q3: 7,802 shares; 2025Q4: 7,802 shares; 2026Q1: 7,802 shares; 2026Q2: 7,802 shares 7,802 $363K 0.09% 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: 1,333 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares; 2026Q1: 1,433 shares; 2026Q2: 1,433 shares 1,433 $361K 0.09% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,369 shares; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 2,705 shares; 2025Q3: 2,652 shares; 2025Q4: 2,623 shares; 2026Q1: 2,570 shares; 2026Q2: 2,570 shares 2,570 $348K 0.09% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,576 shares; 2026Q1: 1,576 shares; 2026Q2: 1,576 shares 1,576 $347K 0.09% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 742 shares; 2026Q1: 944 shares; 2026Q2: 944 shares 944 $337K 0.09% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,641 shares; 2026Q1: 6,891 shares; 2026Q2: 6,909 shares 6,909 $335K 0.09% +18 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,154 shares; 2024Q4: 7,154 shares; 2025Q1: 7,154 shares; 2025Q2: 7,154 shares; 2025Q3: 7,087 shares; 2025Q4: 7,087 shares; 2026Q1: 7,087 shares; 2026Q2: 7,087 shares 7,087 $330K 0.08% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,211 shares; 2025Q3: 6,211 shares; 2025Q4: 6,211 shares; 2026Q1: not reported; 2026Q2: 7,011 shares 7,011 $296K 0.08% new 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: not reported; 2024Q4: 1,126 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 1,092 shares; 2026Q1: 1,092 shares; 2026Q2: 1,092 shares 1,092 $295K 0.08% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,515 shares; 2024Q4: 9,515 shares; 2025Q1: 9,542 shares; 2025Q2: 7,282 shares; 2025Q3: 7,829 shares; 2025Q4: 6,805 shares; 2026Q1: 7,139 shares; 2026Q2: 9,341 shares 9,341 $285K 0.07% +2,202 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: not reported; 2024Q4: not reported; 2025Q1: 1,687 shares; 2025Q2: 1,687 shares; 2025Q3: 1,659 shares; 2025Q4: 1,659 shares; 2026Q1: 1,659 shares; 2026Q2: 1,659 shares 1,659 $280K 0.07% 0 Timeline DFEM 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: 6,560 shares; 2025Q4: 6,560 shares; 2026Q1: 6,560 shares; 2026Q2: 6,560 shares 6,560 $267K 0.07% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,593 shares; 2024Q4: 1,599 shares; 2025Q1: 1,626 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,632 shares; 2026Q1: 1,601 shares; 2026Q2: 1,582 shares 1,582 $262K 0.07% -19 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 5,858 shares; 2026Q1: 5,858 shares; 2026Q2: 5,858 shares 5,858 $260K 0.07% 0 Timeline IYW 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: 1,000 shares 1,000 $252K 0.06% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,148 shares; 2025Q1: 2,148 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares; 2026Q2: 2,148 shares 2,148 $252K 0.06% 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: 1,876 shares; 2024Q4: 1,877 shares; 2025Q1: 1,877 shares; 2025Q2: 1,879 shares; 2025Q3: 1,879 shares; 2025Q4: 1,905 shares; 2026Q1: 2,078 shares; 2026Q2: 1,832 shares 1,832 $250K 0.06% -246 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,431 shares; 2025Q4: 4,433 shares; 2026Q1: 4,434 shares; 2026Q2: 4,437 shares 4,437 $240K 0.06% +3 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,818 shares; 2025Q1: 1,818 shares; 2025Q2: 1,818 shares; 2025Q3: 1,818 shares; 2025Q4: 1,818 shares; 2026Q1: 1,818 shares; 2026Q2: 1,818 shares 1,818 $239K 0.06% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,115 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,095 shares; 2026Q1: 1,056 shares; 2026Q2: 1,048 shares 1,048 $235K 0.06% -8 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: 3,799 shares; 2026Q2: 3,799 shares 3,799 $233K 0.06% 0 Timeline SCHH 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: 16,036 shares; 2024Q4: 15,938 shares; 2025Q1: 16,302 shares; 2025Q2: 14,570 shares; 2025Q3: 14,579 shares; 2025Q4: 13,405 shares; 2026Q1: 9,613 shares; 2026Q2: 9,623 shares 9,623 $228K 0.06% +10 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: not reported; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $227K 0.06% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $223K 0.06% 0 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: 500 shares; 2024Q4: 484 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 244 shares; 2026Q2: 180 shares 180 $216K 0.06% -64 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: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $213K 0.05% 0 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: not reported; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares; 2026Q2: 1,431 shares 1,431 $210K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 591 shares; 2026Q2: 591 shares 591 $209K 0.05% 0 Timeline ESGU 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: 1,248 shares 1,248 $204K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 852 shares 852 $203K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 313 shares; 2025Q4: 296 shares; 2026Q1: not reported; 2026Q2: 270 shares 270 $203K 0.05% new 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: 308 shares 308 $202K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 554 shares 554 $201K 0.05% new Timeline