MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,019 shares; 2024Q4: 12,653 shares; 2025Q1: 12,610 shares; 2025Q2: 12,511 shares; 2025Q3: 12,487 shares; 2025Q4: 12,472 shares; 2026Q1: 12,473 shares; 2026Q2: 12,513 shares 12,513 $4.67M 4.79% +40 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: 10,850 shares; 2024Q4: 10,550 shares; 2025Q1: 10,550 shares; 2025Q2: 10,550 shares; 2025Q3: 10,300 shares; 2025Q4: 10,280 shares; 2026Q1: 10,225 shares; 2026Q2: 10,130 shares 10,130 $3.58M 3.68% -95 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,398 shares; 2024Q4: 25,298 shares; 2025Q1: 24,098 shares; 2025Q2: 22,548 shares; 2025Q3: 21,523 shares; 2025Q4: 18,173 shares; 2026Q1: 17,223 shares; 2026Q2: 14,448 shares 14,448 $3.46M 3.56% -2,775 Timeline SCHX 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: 33,948 shares; 2024Q4: 101,758 shares; 2025Q1: 102,235 shares; 2025Q2: 96,534 shares; 2025Q3: 96,556 shares; 2025Q4: 92,208 shares; 2026Q1: 109,945 shares; 2026Q2: 116,326 shares 116,326 $3.42M 3.52% +6,381 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: 11,775 shares; 2024Q4: 11,601 shares; 2025Q1: 11,358 shares; 2025Q2: 11,301 shares; 2025Q3: 11,147 shares; 2025Q4: 10,707 shares; 2026Q1: 10,682 shares; 2026Q2: 10,692 shares 10,692 $3.09M 3.18% +10 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,314 shares; 2024Q4: 11,589 shares; 2025Q1: 11,589 shares; 2025Q2: 11,585 shares; 2025Q3: 11,582 shares; 2025Q4: 11,331 shares; 2026Q1: 11,186 shares; 2026Q2: 11,141 shares 11,141 $3M 3.09% -45 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: 4,100 shares; 2024Q4: 4,086 shares; 2025Q1: 4,153 shares; 2025Q2: 4,149 shares; 2025Q3: 4,099 shares; 2025Q4: 3,925 shares; 2026Q1: 3,860 shares; 2026Q2: 3,847 shares 3,847 $2.87M 2.95% -13 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: 7,642 shares; 2024Q4: 7,642 shares; 2025Q1: 7,647 shares; 2025Q2: 7,642 shares; 2025Q3: 7,562 shares; 2025Q4: 7,442 shares; 2026Q1: 7,294 shares; 2026Q2: 7,504 shares 7,504 $2.68M 2.75% +210 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: 3,646 shares; 2024Q4: 3,643 shares; 2025Q1: 3,643 shares; 2025Q2: 3,641 shares; 2025Q3: 3,603 shares; 2025Q4: 3,603 shares; 2026Q1: 3,551 shares; 2026Q2: 3,448 shares 3,448 $2.58M 2.65% -103 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: 17,730 shares; 2024Q4: 18,135 shares; 2025Q1: 18,310 shares; 2025Q2: 18,300 shares; 2025Q3: 18,210 shares; 2025Q4: 12,110 shares; 2026Q1: 12,230 shares; 2026Q2: 12,595 shares 12,595 $2.52M 2.59% +365 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,378 shares; 2024Q4: 10,378 shares; 2025Q1: 10,378 shares; 2025Q2: 10,257 shares; 2025Q3: 10,230 shares; 2025Q4: 10,176 shares; 2026Q1: 9,689 shares; 2026Q2: 9,065 shares 9,065 $2.47M 2.53% -624 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: 15,431 shares; 2024Q4: 14,872 shares; 2025Q1: 14,842 shares; 2025Q2: 14,554 shares; 2025Q3: 14,229 shares; 2025Q4: 13,999 shares; 2026Q1: 13,939 shares; 2026Q2: 13,564 shares 13,564 $2.45M 2.52% -375 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 2,489 shares; 2026Q2: 2,499 shares 2,499 $2.41M 2.48% +10 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: 9,681 shares; 2024Q4: 9,581 shares; 2025Q1: 9,627 shares; 2025Q2: 9,627 shares; 2025Q3: 9,641 shares; 2025Q4: 9,341 shares; 2026Q1: 9,426 shares; 2026Q2: 9,401 shares 9,401 $2.39M 2.45% -25 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: 9,872 shares; 2024Q4: 9,872 shares; 2025Q1: 9,872 shares; 2025Q2: 9,850 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares; 2026Q1: 9,250 shares; 2026Q2: 9,250 shares 9,250 $2.36M 2.43% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,966 shares; 2024Q4: 3,966 shares; 2025Q1: 3,966 shares; 2025Q2: 3,966 shares; 2025Q3: 3,866 shares; 2025Q4: 3,846 shares; 2026Q1: 3,816 shares; 2026Q2: 3,816 shares 3,816 $1.91M 1.96% 0 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: 25,760 shares; 2024Q4: 25,260 shares; 2025Q1: 25,260 shares; 2025Q2: 24,930 shares; 2025Q3: 24,705 shares; 2025Q4: 26,300 shares; 2026Q1: 26,300 shares; 2026Q2: 25,940 shares 25,940 $1.87M 1.92% -360 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,822 shares; 2024Q4: 1,762 shares; 2025Q1: 1,762 shares; 2025Q2: 1,762 shares; 2025Q3: 1,762 shares; 2025Q4: 1,762 shares; 2026Q1: 1,762 shares; 2026Q2: 1,762 shares 1,762 $1.72M 1.77% 0 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: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares; 2026Q1: 2,540 shares; 2026Q2: 2,540 shares 2,540 $1.61M 1.65% 0 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: 4,600 shares; 2024Q4: 4,800 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,550 shares; 2025Q4: 4,450 shares; 2026Q1: 4,450 shares; 2026Q2: 4,350 shares 4,350 $1.6M 1.65% -100 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,116 shares; 2024Q4: 5,091 shares; 2025Q1: 5,090 shares; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 4,812 shares; 2026Q1: 4,795 shares; 2026Q2: 4,825 shares 4,825 $1.4M 1.44% +30 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: 6,150 shares; 2024Q4: 6,150 shares; 2025Q1: 6,050 shares; 2025Q2: 6,045 shares; 2025Q3: 6,006 shares; 2025Q4: 6,006 shares; 2026Q1: 6,006 shares; 2026Q2: 6,081 shares 6,081 $1.36M 1.39% +75 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: 10,774 shares; 2024Q4: 10,649 shares; 2025Q1: 10,649 shares; 2025Q2: 10,339 shares; 2025Q3: 10,119 shares; 2025Q4: 9,761 shares; 2026Q1: 9,672 shares; 2026Q2: 9,609 shares 9,609 $1.31M 1.35% -63 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: 11,420 shares; 2024Q4: 11,393 shares; 2025Q1: 11,353 shares; 2025Q2: 11,323 shares; 2025Q3: 11,223 shares; 2025Q4: 8,433 shares; 2026Q1: 8,498 shares; 2026Q2: 8,498 shares 8,498 $1.25M 1.28% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,695 shares; 2024Q4: 3,520 shares; 2025Q1: 3,483 shares; 2025Q2: 3,425 shares; 2025Q3: 3,425 shares; 2025Q4: 3,385 shares; 2026Q1: 3,485 shares; 2026Q2: 3,435 shares 3,435 $1.18M 1.21% -50 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: 5,719 shares; 2024Q4: 5,715 shares; 2025Q1: 5,715 shares; 2025Q2: 5,710 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 5,756 shares; 2026Q2: 5,756 shares 5,756 $1.09M 1.12% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,740 shares; 2024Q4: 3,725 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,625 shares; 2025Q4: 3,425 shares; 2026Q1: 3,425 shares; 2026Q2: 3,425 shares 3,425 $1.08M 1.11% 0 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: 933 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 933 shares; 2026Q2: 948 shares 948 $1.01M 1.04% +15 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,465 shares; 2024Q4: 4,965 shares; 2025Q1: 4,965 shares; 2025Q2: 4,965 shares; 2025Q3: 4,665 shares; 2025Q4: 4,665 shares; 2026Q1: 4,665 shares; 2026Q2: 4,665 shares 4,665 $994K 1.02% 0 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: 2,322 shares; 2024Q4: 2,322 shares; 2025Q1: 2,297 shares; 2025Q2: 2,297 shares; 2025Q3: 2,278 shares; 2025Q4: 2,278 shares; 2026Q1: 2,260 shares; 2026Q2: 2,260 shares 2,260 $963K 0.99% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,346 shares; 2024Q4: 7,346 shares; 2025Q1: 7,346 shares; 2025Q2: 7,292 shares; 2025Q3: 7,292 shares; 2025Q4: 5,849 shares; 2026Q1: 5,705 shares; 2026Q2: 5,692 shares 5,692 $937K 0.96% -13 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,249 shares; 2024Q4: 7,249 shares; 2025Q1: 7,249 shares; 2025Q2: 7,156 shares; 2025Q3: 7,094 shares; 2025Q4: 6,414 shares; 2026Q1: 6,273 shares; 2026Q2: 6,273 shares 6,273 $918K 0.94% 0 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: 3,051 shares; 2024Q4: 2,596 shares; 2025Q1: 2,579 shares; 2025Q2: 2,579 shares; 2025Q3: 2,467 shares; 2025Q4: 2,427 shares; 2026Q1: 2,439 shares; 2026Q2: 2,447 shares 2,447 $863K 0.89% +8 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,100 shares; 2024Q4: 9,015 shares; 2025Q1: 9,005 shares; 2025Q2: 8,945 shares; 2025Q3: 8,945 shares; 2025Q4: 8,945 shares; 2026Q1: 8,875 shares; 2026Q2: 8,810 shares 8,810 $854K 0.88% -65 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: 5,122 shares; 2024Q4: 5,122 shares; 2025Q1: 5,122 shares; 2025Q2: 5,122 shares; 2025Q3: 5,123 shares; 2025Q4: 5,123 shares; 2026Q1: 5,015 shares; 2026Q2: 5,095 shares 5,095 $845K 0.87% +80 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: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares; 2026Q2: 1,620 shares 1,620 $832K 0.85% 0 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: 3,050 shares; 2024Q4: 2,950 shares; 2025Q1: 3,014 shares; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares; 2025Q4: 3,134 shares; 2026Q1: 3,274 shares; 2026Q2: 3,304 shares 3,304 $787K 0.81% +30 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.77% 0 Timeline XAIX DBX ETF TR More: the full row for DBX 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: 6,813 shares; 2025Q3: 6,963 shares; 2025Q4: 7,171 shares; 2026Q1: 11,027 shares; 2026Q2: 12,543 shares 12,543 $722K 0.74% +1,516 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $714K 0.73% 0 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: 5,979 shares; 2024Q4: 5,979 shares; 2025Q1: 5,979 shares; 2025Q2: 5,979 shares; 2025Q3: 5,979 shares; 2025Q4: 5,979 shares; 2026Q1: 5,979 shares; 2026Q2: 6,104 shares 6,104 $691K 0.71% +125 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: 2,460 shares; 2024Q4: 2,388 shares; 2025Q1: 2,309 shares; 2025Q2: 2,227 shares; 2025Q3: 2,202 shares; 2025Q4: 2,049 shares; 2026Q1: 2,029 shares; 2026Q2: 2,059 shares 2,059 $674K 0.69% +30 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,476 shares; 2024Q4: 6,439 shares; 2025Q1: 6,439 shares; 2025Q2: 6,427 shares; 2025Q3: 6,427 shares; 2025Q4: 6,427 shares; 2026Q1: 6,427 shares; 2026Q2: 6,427 shares 6,427 $668K 0.69% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,592 shares; 2024Q4: 2,292 shares; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares; 2026Q2: 1,755 shares 1,755 $650K 0.67% 0 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: 7,850 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,450 shares; 2025Q3: 7,450 shares; 2025Q4: 7,950 shares; 2026Q1: 7,350 shares; 2026Q2: 7,350 shares 7,350 $639K 0.66% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 859 shares; 2026Q2: 855 shares 855 $630K 0.65% -4 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: 942 shares; 2024Q4: 922 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 888 shares; 2025Q4: 508 shares; 2026Q1: 500 shares; 2026Q2: 489 shares 489 $587K 0.6% -11 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: 4,261 shares; 2024Q4: 4,111 shares; 2025Q1: 4,090 shares; 2025Q2: 4,090 shares; 2025Q3: 4,264 shares; 2025Q4: 4,264 shares; 2026Q1: 4,197 shares; 2026Q2: 4,197 shares 4,197 $568K 0.58% 0 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: 3,400 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $566K 0.58% 0 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: 2,853 shares; 2024Q4: 2,853 shares; 2025Q1: 2,970 shares; 2025Q2: 2,970 shares; 2025Q3: 2,986 shares; 2025Q4: 2,986 shares; 2026Q1: 3,286 shares; 2026Q2: 3,386 shares 3,386 $548K 0.56% +100 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,499 shares; 2024Q4: 4,499 shares; 2025Q1: 4,449 shares; 2025Q2: 4,349 shares; 2025Q3: 4,349 shares; 2025Q4: 4,349 shares; 2026Q1: 4,349 shares; 2026Q2: 4,349 shares 4,349 $527K 0.54% 0 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: 6,277 shares; 2024Q4: 6,277 shares; 2025Q1: 5,997 shares; 2025Q2: 5,997 shares; 2025Q3: 5,955 shares; 2025Q4: 5,955 shares; 2026Q1: 5,955 shares; 2026Q2: 5,955 shares 5,955 $523K 0.54% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,513 shares; 2025Q3: 2,513 shares; 2025Q4: 2,513 shares; 2026Q1: 2,513 shares; 2026Q2: 2,513 shares 2,513 $504K 0.52% 0 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: 2,111 shares; 2024Q4: 2,011 shares; 2025Q1: 2,011 shares; 2025Q2: 2,011 shares; 2025Q3: 2,011 shares; 2025Q4: 1,811 shares; 2026Q1: 1,803 shares; 2026Q2: 1,803 shares 1,803 $487K 0.5% 0 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: 1,287 shares; 2024Q4: 1,287 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares; 2026Q1: 1,287 shares; 2026Q2: 1,287 shares 1,287 $443K 0.45% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,278 shares; 2024Q4: 7,278 shares; 2025Q1: 7,278 shares; 2025Q2: 7,266 shares; 2025Q3: 7,272 shares; 2025Q4: 7,271 shares; 2026Q1: 7,271 shares; 2026Q2: 7,271 shares 7,271 $439K 0.45% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,233 shares; 2024Q4: 5,233 shares; 2025Q1: 5,108 shares; 2025Q2: 5,095 shares; 2025Q3: 5,095 shares; 2025Q4: 5,095 shares; 2026Q1: 5,095 shares; 2026Q2: 5,095 shares 5,095 $431K 0.44% 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: 2,232 shares; 2024Q4: not reported; 2025Q1: 2,172 shares; 2025Q2: 1,902 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $428K 0.44% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 366 shares 366 $422K 0.43% new 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: 4,039 shares; 2024Q4: 2,997 shares; 2025Q1: 2,997 shares; 2025Q2: 2,997 shares; 2025Q3: 2,972 shares; 2025Q4: 2,817 shares; 2026Q1: 2,817 shares; 2026Q2: 2,817 shares 2,817 $413K 0.42% 0 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: 1,324 shares; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,324 shares; 2025Q4: 1,308 shares; 2026Q1: 1,308 shares; 2026Q2: 1,308 shares 1,308 $393K 0.4% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848 shares; 2024Q4: 1,848 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,721 shares; 2026Q1: 1,721 shares; 2026Q2: 1,721 shares 1,721 $381K 0.39% 0 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: 4,791 shares; 2024Q4: 4,791 shares; 2025Q1: 4,613 shares; 2025Q2: 4,613 shares; 2025Q3: 4,372 shares; 2025Q4: 4,372 shares; 2026Q1: 4,372 shares; 2026Q2: 4,372 shares 4,372 $378K 0.39% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154 shares; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 1,155 shares; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares; 2026Q2: 1,156 shares 1,156 $362K 0.37% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,005 shares; 2024Q4: 3,840 shares; 2025Q1: 3,680 shares; 2025Q2: 3,485 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares; 2026Q1: 3,370 shares; 2026Q2: 3,250 shares 3,250 $359K 0.37% -120 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: not reported; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $358K 0.37% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 8,260 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,851 shares 7,851 $354K 0.36% new 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $351K 0.36% 0 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: 1,775 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: 1,275 shares 1,275 $345K 0.35% 0 Timeline SCHA 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: 4,672 shares; 2024Q4: 9,344 shares; 2025Q1: 9,490 shares; 2025Q2: 9,490 shares; 2025Q3: 9,344 shares; 2025Q4: 9,344 shares; 2026Q1: 9,344 shares; 2026Q2: 9,344 shares 9,344 $338K 0.35% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,368 shares; 2024Q4: 10,313 shares; 2025Q1: 10,168 shares; 2025Q2: 10,168 shares; 2025Q3: 10,168 shares; 2025Q4: 9,968 shares; 2026Q1: 9,968 shares; 2026Q2: 9,568 shares 9,568 $333K 0.34% -400 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: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 980 shares; 2026Q1: 980 shares; 2026Q2: 980 shares 980 $324K 0.33% 0 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: 16,149 shares; 2024Q4: 15,849 shares; 2025Q1: 15,876 shares; 2025Q2: 15,849 shares; 2025Q3: 15,849 shares; 2025Q4: 15,849 shares; 2026Q1: 15,849 shares; 2026Q2: 15,549 shares 15,549 $322K 0.33% -300 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: 2,284 shares; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,284 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,209 shares; 2026Q2: 2,209 shares 2,209 $316K 0.32% 0 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: 1,094 shares; 2024Q4: 1,064 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $315K 0.32% 0 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: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,180 shares; 2026Q2: 3,285 shares 3,285 $314K 0.32% +105 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,165 shares; 2026Q2: 2,165 shares 2,165 $303K 0.31% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,884 shares; 2024Q4: 3,684 shares; 2025Q1: 3,684 shares; 2025Q2: 3,543 shares; 2025Q3: 3,543 shares; 2025Q4: 3,543 shares; 2026Q1: 3,543 shares; 2026Q2: 3,543 shares 3,543 $293K 0.3% 0 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: 1,697 shares; 2024Q4: 1,697 shares; 2025Q1: 1,697 shares; 2025Q2: 1,697 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,165 shares; 2026Q2: 1,165 shares 1,165 $287K 0.29% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,002 shares; 2024Q4: 13,002 shares; 2025Q1: 12,990 shares; 2025Q2: 12,962 shares; 2025Q3: 12,949 shares; 2025Q4: 12,839 shares; 2026Q1: 12,680 shares; 2026Q2: 12,680 shares 12,680 $278K 0.29% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,726 shares; 2024Q4: 7,383 shares; 2025Q1: 7,290 shares; 2025Q2: 7,163 shares; 2025Q3: 7,131 shares; 2025Q4: 6,895 shares; 2026Q1: 6,514 shares; 2026Q2: 6,514 shares 6,514 $276K 0.28% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,211 shares; 2026Q2: 1,211 shares 1,211 $275K 0.28% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 271 shares 271 $274K 0.28% +5 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,408 shares; 2024Q4: 3,408 shares; 2025Q1: 3,408 shares; 2025Q2: 3,408 shares; 2025Q3: 3,343 shares; 2025Q4: 3,343 shares; 2026Q1: 3,343 shares; 2026Q2: 3,343 shares 3,343 $272K 0.28% 0 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: 6,015 shares; 2024Q4: 6,030 shares; 2025Q1: 5,930 shares; 2025Q2: 5,905 shares; 2025Q3: 5,605 shares; 2025Q4: 4,905 shares; 2026Q1: 4,705 shares; 2026Q2: 4,705 shares 4,705 $271K 0.28% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,956 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,867 shares; 2025Q3: 1,835 shares; 2025Q4: 1,568 shares; 2026Q1: 1,565 shares; 2026Q2: 1,465 shares 1,465 $271K 0.28% -100 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: 3,022 shares; 2024Q4: 9,074 shares; 2025Q1: not reported; 2025Q2: 9,080 shares; 2025Q3: 9,275 shares; 2025Q4: 9,275 shares; 2026Q1: 9,317 shares; 2026Q2: 9,333 shares 9,333 $270K 0.28% +16 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR 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: 763 shares; 2025Q4: 1,476 shares; 2026Q1: not reported; 2026Q2: 1,396 shares 1,396 $266K 0.27% new 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: 12,573 shares; 2024Q4: 12,467 shares; 2025Q1: 12,193 shares; 2025Q2: 11,772 shares; 2025Q3: 11,228 shares; 2025Q4: 11,256 shares; 2026Q1: 10,842 shares; 2026Q2: 10,842 shares 10,842 $261K 0.27% 0 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: 694 shares; 2026Q1: not reported; 2026Q2: 694 shares 694 $259K 0.27% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,389 shares; 2025Q3: 7,389 shares; 2025Q4: 7,389 shares; 2026Q1: 7,389 shares; 2026Q2: 7,389 shares 7,389 $257K 0.26% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 440 shares 440 $256K 0.26% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,321 shares; 2024Q4: 2,321 shares; 2025Q1: 2,271 shares; 2025Q2: 2,267 shares; 2025Q3: 2,267 shares; 2025Q4: 2,265 shares; 2026Q1: 2,265 shares; 2026Q2: 2,265 shares 2,265 $255K 0.26% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,669 shares; 2025Q3: 3,669 shares; 2025Q4: 3,669 shares; 2026Q1: 3,669 shares; 2026Q2: 3,564 shares 3,564 $254K 0.26% -105 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: 2,346 shares; 2024Q4: 2,337 shares; 2025Q1: 2,337 shares; 2025Q2: 2,337 shares; 2025Q3: 2,332 shares; 2025Q4: 2,332 shares; 2026Q1: 2,270 shares; 2026Q2: 2,270 shares 2,270 $251K 0.26% 0 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: 758 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 750 shares; 2026Q1: 731 shares; 2026Q2: 731 shares 731 $247K 0.25% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY 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: 1,155 shares; 2026Q1: not reported; 2026Q2: 1,155 shares 1,155 $241K 0.25% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,681 shares; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,681 shares; 2025Q3: 1,614 shares; 2025Q4: 1,594 shares; 2026Q1: 1,594 shares; 2026Q2: 1,594 shares 1,594 $241K 0.25% 0 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: 561 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 561 shares 561 $233K 0.24% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $233K 0.24% 0 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: 461 shares; 2025Q4: 461 shares; 2026Q1: not reported; 2026Q2: 1,844 shares 1,844 $229K 0.24% new 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: 1,309 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,309 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares; 2026Q2: 1,034 shares 1,034 $228K 0.23% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,701 shares; 2026Q2: 1,701 shares 1,701 $219K 0.22% 0 Timeline KEY KEYCORP More: the full row for KEYCORP 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: 9,223 shares 9,223 $213K 0.22% new 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: 943 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 993 shares; 2026Q2: 943 shares 943 $211K 0.22% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,608 shares 7,608 $211K 0.22% new 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: not reported; 2026Q2: 177 shares 177 $208K 0.21% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,048 shares; 2024Q4: not reported; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares; 2026Q1: 1,848 shares; 2026Q2: 1,848 shares 1,848 $202K 0.21% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,710 shares 1,710 $201K 0.21% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583 shares; 2024Q4: not reported; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 583 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 583 shares 583 $201K 0.21% new Timeline