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: 661,155 shares; 2024Q4: 679,424 shares; 2025Q1: 690,181 shares; 2025Q2: 696,012 shares; 2025Q3: 693,193 shares; 2025Q4: 711,722 shares; 2026Q1: 721,999 shares; 2026Q2: 701,967 shares 701,967 $50M 9.97% -20,032 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,980 shares; 2024Q4: 95,264 shares; 2025Q1: 94,660 shares; 2025Q2: 94,705 shares; 2025Q3: 91,034 shares; 2025Q4: 91,456 shares; 2026Q1: 93,054 shares; 2026Q2: 563,790 shares 563,790 $48.6M 9.68% +470,736 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510,387 shares; 2024Q4: 508,917 shares; 2025Q1: 512,017 shares; 2025Q2: 522,050 shares; 2025Q3: 537,352 shares; 2025Q4: 549,843 shares; 2026Q1: 566,631 shares; 2026Q2: 564,374 shares 564,374 $42.8M 8.53% -2,257 Timeline SDY 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: 230,330 shares; 2024Q4: 231,681 shares; 2025Q1: 233,353 shares; 2025Q2: 238,116 shares; 2025Q3: 247,239 shares; 2025Q4: 254,175 shares; 2026Q1: 259,984 shares; 2026Q2: 263,340 shares 263,340 $40.1M 7.99% +3,356 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: 110,368 shares; 2024Q4: 110,481 shares; 2025Q1: 111,425 shares; 2025Q2: 113,611 shares; 2025Q3: 117,701 shares; 2025Q4: 120,425 shares; 2026Q1: 123,376 shares; 2026Q2: 121,432 shares 121,432 $36.8M 7.34% -1,944 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: 208,549 shares; 2024Q4: 205,663 shares; 2025Q1: 206,416 shares; 2025Q2: 210,861 shares; 2025Q3: 216,889 shares; 2025Q4: 220,265 shares; 2026Q1: 224,100 shares; 2026Q2: 222,765 shares 222,765 $35.2M 7.02% -1,335 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: 272,073 shares; 2024Q4: 280,066 shares; 2025Q1: 290,806 shares; 2025Q2: 298,397 shares; 2025Q3: 367,407 shares; 2025Q4: 385,423 shares; 2026Q1: 400,080 shares; 2026Q2: 421,619 shares 421,619 $33.3M 6.64% +21,539 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: 312,327 shares; 2024Q4: 334,016 shares; 2025Q1: 349,867 shares; 2025Q2: 361,736 shares; 2025Q3: 438,551 shares; 2025Q4: 458,434 shares; 2026Q1: 478,050 shares; 2026Q2: 513,142 shares 513,142 $29.9M 5.96% +35,092 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: 84,004 shares; 2024Q4: 84,263 shares; 2025Q1: 84,463 shares; 2025Q2: 85,809 shares; 2025Q3: 86,943 shares; 2025Q4: 88,940 shares; 2026Q1: 91,482 shares; 2026Q2: 367,145 shares 367,145 $29.6M 5.9% +275,663 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,959 shares; 2025Q4: 173,665 shares; 2026Q1: 189,887 shares; 2026Q2: 211,201 shares 211,201 $16.3M 3.25% +21,314 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: 42,875 shares; 2024Q4: 41,014 shares; 2025Q1: 40,776 shares; 2025Q2: 41,168 shares; 2025Q3: 40,377 shares; 2025Q4: 40,661 shares; 2026Q1: 41,083 shares; 2026Q2: 43,491 shares 43,491 $13.3M 2.66% +2,408 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: 9,029 shares; 2024Q4: 8,805 shares; 2025Q1: 8,805 shares; 2025Q2: 8,403 shares; 2025Q3: 8,196 shares; 2025Q4: 8,196 shares; 2026Q1: 8,197 shares; 2026Q2: 7,772 shares 7,772 $9.32M 1.86% -425 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: 20,591 shares; 2024Q4: 20,537 shares; 2025Q1: 20,256 shares; 2025Q2: 20,256 shares; 2025Q3: 20,194 shares; 2025Q4: 19,832 shares; 2026Q1: 19,292 shares; 2026Q2: 18,364 shares 18,364 $6.72M 1.34% -928 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,509 shares; 2024Q4: 113,643 shares; 2025Q1: 111,605 shares; 2025Q2: 115,010 shares; 2025Q3: 117,120 shares; 2025Q4: 120,839 shares; 2026Q1: 126,770 shares; 2026Q2: 128,626 shares 128,626 $6.66M 1.33% +1,856 Timeline RPG 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: 112,820 shares; 2024Q4: 111,269 shares; 2025Q1: 110,548 shares; 2025Q2: 109,122 shares; 2025Q3: 108,589 shares; 2025Q4: 104,549 shares; 2026Q1: 101,986 shares; 2026Q2: 101,185 shares 101,185 $6.46M 1.29% -801 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: 5,132 shares; 2024Q4: 5,688 shares; 2025Q1: 5,699 shares; 2025Q2: 5,705 shares; 2025Q3: 5,697 shares; 2025Q4: 5,703 shares; 2026Q1: 5,708 shares; 2026Q2: 43,547 shares 43,547 $5.2M 1.04% +37,839 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: 19,586 shares; 2024Q4: 19,522 shares; 2025Q1: 19,523 shares; 2025Q2: 19,732 shares; 2025Q3: 17,570 shares; 2025Q4: 17,571 shares; 2026Q1: 17,572 shares; 2026Q2: 17,445 shares 17,445 $5.05M 1.01% -127 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: 5,014 shares; 2024Q4: 5,002 shares; 2025Q1: 5,002 shares; 2025Q2: 5,002 shares; 2025Q3: 5,002 shares; 2025Q4: 4,968 shares; 2026Q1: 4,948 shares; 2026Q2: 4,440 shares 4,440 $4.73M 0.94% -508 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,094 shares; 2024Q4: 33,121 shares; 2025Q1: 32,617 shares; 2025Q2: 32,187 shares; 2025Q3: 32,063 shares; 2025Q4: 32,078 shares; 2026Q1: 31,768 shares; 2026Q2: 159,370 shares 159,370 $4.37M 0.87% +127,602 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: 16,766 shares; 2024Q4: 16,651 shares; 2025Q1: 16,453 shares; 2025Q2: 16,453 shares; 2025Q3: 16,520 shares; 2025Q4: 16,622 shares; 2026Q1: 16,422 shares; 2026Q2: 15,506 shares 15,506 $3.77M 0.75% -916 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,979 shares; 2024Q4: 8,952 shares; 2025Q1: 9,007 shares; 2025Q2: 10,120 shares; 2025Q3: 9,141 shares; 2025Q4: 9,266 shares; 2026Q1: 9,272 shares; 2026Q2: 9,722 shares 9,722 $3.06M 0.61% +450 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: 6,701 shares; 2024Q4: 6,375 shares; 2025Q1: 6,376 shares; 2025Q2: 6,480 shares; 2025Q3: 6,491 shares; 2025Q4: 6,492 shares; 2026Q1: 6,493 shares; 2026Q2: 7,792 shares 7,792 $2.91M 0.58% +1,299 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,104 shares; 2024Q4: 23,799 shares; 2025Q1: 23,799 shares; 2025Q2: 23,799 shares; 2025Q3: 23,799 shares; 2025Q4: 24,473 shares; 2026Q1: 24,473 shares; 2026Q2: 24,473 shares 24,473 $2.79M 0.56% 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: 3,255 shares; 2024Q4: 3,276 shares; 2025Q1: 3,276 shares; 2025Q2: 3,277 shares; 2025Q3: 3,277 shares; 2025Q4: 3,126 shares; 2026Q1: 3,126 shares; 2026Q2: 3,126 shares 3,126 $2.3M 0.46% 0 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: 8,209 shares; 2024Q4: 8,256 shares; 2025Q1: 8,301 shares; 2025Q2: 8,128 shares; 2025Q3: 8,169 shares; 2025Q4: 8,289 shares; 2026Q1: 8,348 shares; 2026Q2: 8,387 shares 8,387 $1.83M 0.36% +39 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: 9,744 shares; 2024Q4: 9,564 shares; 2025Q1: 9,608 shares; 2025Q2: 9,577 shares; 2025Q3: 9,085 shares; 2025Q4: 9,147 shares; 2026Q1: 9,128 shares; 2026Q2: 8,880 shares 8,880 $1.75M 0.35% -248 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,229 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,229 shares; 2025Q3: 3,229 shares; 2025Q4: 3,229 shares; 2026Q1: 3,229 shares; 2026Q2: 2,659 shares 2,659 $1.7M 0.34% -570 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: 2,766 shares; 2024Q4: 2,766 shares; 2025Q1: 3,021 shares; 2025Q2: 3,216 shares; 2025Q3: 3,216 shares; 2025Q4: 3,304 shares; 2026Q1: 3,304 shares; 2026Q2: 3,304 shares 3,304 $1.65M 0.33% 0 Timeline VDC 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: 8,273 shares; 2024Q4: 8,343 shares; 2025Q1: 8,377 shares; 2025Q2: 8,410 shares; 2025Q3: 7,321 shares; 2025Q4: 7,349 shares; 2026Q1: 7,292 shares; 2026Q2: 7,317 shares 7,317 $1.65M 0.33% +25 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: 6,421 shares; 2024Q4: 6,214 shares; 2025Q1: 6,183 shares; 2025Q2: 6,183 shares; 2025Q3: 6,183 shares; 2025Q4: 7,020 shares; 2026Q1: 6,963 shares; 2026Q2: 6,966 shares 6,966 $1.65M 0.33% +3 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,741 shares; 2024Q4: 15,868 shares; 2025Q1: 15,852 shares; 2025Q2: 15,971 shares; 2025Q3: 15,343 shares; 2025Q4: 15,509 shares; 2026Q1: 15,280 shares; 2026Q2: 15,327 shares 15,327 $1.59M 0.32% +47 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: 10,122 shares; 2024Q4: 10,125 shares; 2025Q1: 10,128 shares; 2025Q2: 10,138 shares; 2025Q3: 10,135 shares; 2025Q4: 10,138 shares; 2026Q1: 10,142 shares; 2026Q2: 10,146 shares 10,146 $1.49M 0.3% +4 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: 9,207 shares; 2024Q4: 9,207 shares; 2025Q1: 9,207 shares; 2025Q2: 9,209 shares; 2025Q3: 9,207 shares; 2025Q4: 9,207 shares; 2026Q1: 9,207 shares; 2026Q2: 7,811 shares 7,811 $1.44M 0.29% -1,396 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares; 2026Q2: 625 shares 625 $1.42M 0.28% -450 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: 1,965 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares; 2026Q2: 1,965 shares 1,965 $1.42M 0.28% 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: 12,384 shares; 2024Q4: 12,384 shares; 2025Q1: 12,385 shares; 2025Q2: 11,097 shares; 2025Q3: 11,083 shares; 2025Q4: 11,084 shares; 2026Q1: 11,085 shares; 2026Q2: 10,886 shares 10,886 $1.4M 0.28% -199 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,055 shares; 2024Q4: 9,070 shares; 2025Q1: 9,025 shares; 2025Q2: 8,948 shares; 2025Q3: 8,956 shares; 2025Q4: 8,896 shares; 2026Q1: 8,880 shares; 2026Q2: 8,887 shares 8,887 $1.39M 0.28% +7 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: 5,113 shares; 2024Q4: 5,113 shares; 2025Q1: 4,968 shares; 2025Q2: 4,968 shares; 2025Q3: 4,951 shares; 2025Q4: 4,951 shares; 2026Q1: 4,951 shares; 2026Q2: 4,951 shares 4,951 $1.34M 0.27% 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: 8,849 shares; 2024Q4: 8,845 shares; 2025Q1: 8,848 shares; 2025Q2: 7,895 shares; 2025Q3: 7,893 shares; 2025Q4: 7,896 shares; 2026Q1: 7,899 shares; 2026Q2: 7,903 shares 7,903 $1.31M 0.26% +4 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: 10,607 shares; 2024Q4: 10,607 shares; 2025Q1: 10,607 shares; 2025Q2: 10,731 shares; 2025Q3: 10,707 shares; 2025Q4: 10,707 shares; 2026Q1: 10,707 shares; 2026Q2: 10,707 shares 10,707 $1.26M 0.25% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,714 shares; 2024Q4: 5,213 shares; 2025Q1: 5,188 shares; 2025Q2: 5,193 shares; 2025Q3: 5,166 shares; 2025Q4: 5,148 shares; 2026Q1: 5,000 shares; 2026Q2: 5,004 shares 5,004 $1.1M 0.22% +4 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,124 shares; 2024Q4: 9,124 shares; 2025Q1: 9,124 shares; 2025Q2: 7,956 shares; 2025Q3: 7,944 shares; 2025Q4: 7,944 shares; 2026Q1: 7,944 shares; 2026Q2: 7,944 shares 7,944 $1.09M 0.22% 0 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: 59,066 shares; 2024Q4: 45,054 shares; 2025Q1: 43,065 shares; 2025Q2: 43,216 shares; 2025Q3: 43,296 shares; 2025Q4: 43,410 shares; 2026Q1: 43,523 shares; 2026Q2: 43,639 shares 43,639 $1.05M 0.21% +116 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: 3,209 shares; 2024Q4: 3,209 shares; 2025Q1: 3,209 shares; 2025Q2: 3,212 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares; 2026Q1: 3,209 shares; 2026Q2: 3,209 shares 3,209 $1.05M 0.21% 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: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 3,154 shares; 2025Q2: 3,154 shares; 2025Q3: 3,155 shares; 2025Q4: 3,126 shares; 2026Q1: 3,126 shares; 2026Q2: 3,050 shares 3,050 $1.05M 0.21% -76 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,217 shares; 2024Q4: 14,220 shares; 2025Q1: 14,222 shares; 2025Q2: 14,325 shares; 2025Q3: 14,551 shares; 2025Q4: 14,329 shares; 2026Q1: 14,332 shares; 2026Q2: 14,334 shares 14,334 $1.03M 0.21% +2 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: 19,926 shares; 2024Q4: 19,629 shares; 2025Q1: 19,669 shares; 2025Q2: 19,762 shares; 2025Q3: 19,856 shares; 2025Q4: 19,984 shares; 2026Q1: 20,050 shares; 2026Q2: 20,147 shares 20,147 $1.02M 0.2% +97 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: 16,904 shares; 2024Q4: 34,559 shares; 2025Q1: 34,559 shares; 2025Q2: 34,784 shares; 2025Q3: 34,784 shares; 2025Q4: 35,777 shares; 2026Q1: 35,777 shares; 2026Q2: 35,993 shares 35,993 $997K 0.2% +216 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: 28,323 shares; 2024Q4: 28,331 shares; 2025Q1: 28,340 shares; 2025Q2: 26,655 shares; 2025Q3: 23,414 shares; 2025Q4: 23,423 shares; 2026Q1: 23,432 shares; 2026Q2: 23,440 shares 23,440 $992K 0.2% +8 Timeline XLI 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: 5,156 shares; 2024Q4: 5,156 shares; 2025Q1: 5,156 shares; 2025Q2: 5,159 shares; 2025Q3: 5,156 shares; 2025Q4: 5,156 shares; 2026Q1: 5,156 shares; 2026Q2: 5,156 shares 5,156 $955K 0.19% 0 Timeline VAW 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: 4,161 shares; 2024Q4: 4,166 shares; 2025Q1: 4,168 shares; 2025Q2: 4,170 shares; 2025Q3: 4,149 shares; 2025Q4: 4,151 shares; 2026Q1: 4,153 shares; 2026Q2: 4,155 shares 4,155 $951K 0.19% +2 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,771 shares; 2024Q4: 7,771 shares; 2025Q1: 7,771 shares; 2025Q2: 7,771 shares; 2025Q3: 7,771 shares; 2025Q4: 7,771 shares; 2026Q1: 7,771 shares; 2026Q2: 7,771 shares 7,771 $944K 0.19% 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: 2,561 shares; 2024Q4: 2,564 shares; 2025Q1: 2,566 shares; 2025Q2: 2,632 shares; 2025Q3: 2,634 shares; 2025Q4: 2,635 shares; 2026Q1: 2,636 shares; 2026Q2: 2,637 shares 2,637 $942K 0.19% +1 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: 5,046 shares; 2024Q4: 5,049 shares; 2025Q1: 5,051 shares; 2025Q2: 5,053 shares; 2025Q3: 4,987 shares; 2025Q4: 4,989 shares; 2026Q1: 4,990 shares; 2026Q2: 4,937 shares 4,937 $937K 0.19% -53 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: 12,088 shares; 2024Q4: 10,979 shares; 2025Q1: 10,979 shares; 2025Q2: 11,041 shares; 2025Q3: 11,045 shares; 2025Q4: 11,055 shares; 2026Q1: 11,055 shares; 2026Q2: 11,059 shares 11,059 $899K 0.18% +4 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,510 shares; 2024Q4: 11,547 shares; 2025Q1: 11,584 shares; 2025Q2: 11,628 shares; 2025Q3: 11,674 shares; 2025Q4: 11,724 shares; 2026Q1: 11,773 shares; 2026Q2: 11,820 shares 11,820 $885K 0.18% +47 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 7,815 shares; 2025Q2: 7,815 shares; 2025Q3: 7,815 shares; 2025Q4: 7,815 shares; 2026Q1: 7,815 shares; 2026Q2: 7,815 shares 7,815 $842K 0.17% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,523 shares; 2024Q4: 4,523 shares; 2025Q1: 4,523 shares; 2025Q2: 4,523 shares; 2025Q3: 4,523 shares; 2025Q4: 4,523 shares; 2026Q1: 4,523 shares; 2026Q2: 4,523 shares 4,523 $818K 0.16% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,526 shares; 2024Q4: 7,532 shares; 2025Q1: 7,538 shares; 2025Q2: 7,554 shares; 2025Q3: 7,556 shares; 2025Q4: 7,564 shares; 2026Q1: 7,571 shares; 2026Q2: 7,579 shares 7,579 $815K 0.16% +8 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: 13,354 shares; 2024Q4: 13,359 shares; 2025Q1: 13,364 shares; 2025Q2: 13,397 shares; 2025Q3: 13,375 shares; 2025Q4: 13,380 shares; 2026Q1: 13,385 shares; 2026Q2: 13,390 shares 13,390 $809K 0.16% +5 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: 5,983 shares; 2024Q4: 5,955 shares; 2025Q1: 5,924 shares; 2025Q2: 5,929 shares; 2025Q3: 5,928 shares; 2025Q4: 5,928 shares; 2026Q1: 5,932 shares; 2026Q2: 5,934 shares 5,934 $804K 0.16% +2 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387 shares; 2024Q4: 1,384 shares; 2025Q1: 1,543 shares; 2025Q2: 1,394 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,421 shares; 2026Q2: 1,421 shares 1,421 $800K 0.16% 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: 2,113 shares; 2024Q4: 2,083 shares; 2025Q1: 2,083 shares; 2025Q2: 2,133 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares; 2026Q1: 2,132 shares; 2026Q2: 2,132 shares 2,132 $785K 0.16% 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: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 975 shares; 2026Q2: 975 shares 975 $728K 0.15% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,394 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,978 shares; 2026Q2: 5,178 shares 5,178 $723K 0.14% +200 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST 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: 12,586 shares; 2025Q3: 12,560 shares; 2025Q4: 12,560 shares; 2026Q1: 12,560 shares; 2026Q2: 12,560 shares 12,560 $626K 0.12% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,810 shares; 2024Q4: 4,810 shares; 2025Q1: 4,810 shares; 2025Q2: 4,825 shares; 2025Q3: 4,810 shares; 2025Q4: 4,810 shares; 2026Q1: 4,810 shares; 2026Q2: 4,810 shares 4,810 $609K 0.12% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $591K 0.12% 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: 9,950 shares; 2024Q4: 9,950 shares; 2025Q1: 9,950 shares; 2025Q2: 10,055 shares; 2025Q3: 10,050 shares; 2025Q4: 10,050 shares; 2026Q1: 10,050 shares; 2026Q2: 10,050 shares 10,050 $579K 0.12% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,134 shares; 2024Q4: 6,641 shares; 2025Q1: 6,435 shares; 2025Q2: 6,552 shares; 2025Q3: 6,547 shares; 2025Q4: 6,559 shares; 2026Q1: 6,559 shares; 2026Q2: 6,270 shares 6,270 $550K 0.11% -289 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,559 shares; 2024Q4: 11,886 shares; 2025Q1: 11,719 shares; 2025Q2: 11,824 shares; 2025Q3: 11,933 shares; 2025Q4: 11,258 shares; 2026Q1: 11,119 shares; 2026Q2: 10,519 shares 10,519 $530K 0.11% -600 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,787 shares; 2024Q4: 4,787 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares; 2025Q4: 4,787 shares; 2026Q1: 4,787 shares; 2026Q2: 4,787 shares 4,787 $525K 0.1% 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: 1,466 shares; 2024Q4: 1,460 shares; 2025Q1: 2,171 shares; 2025Q2: 2,199 shares; 2025Q3: 2,199 shares; 2025Q4: 2,199 shares; 2026Q1: 2,199 shares; 2026Q2: 2,199 shares 2,199 $524K 0.1% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262 shares; 2024Q4: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 986 shares; 2025Q3: 983 shares; 2025Q4: 983 shares; 2026Q1: 984 shares; 2026Q2: 984 shares 984 $501K 0.1% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,185 shares; 2024Q4: 3,865 shares; 2025Q1: 3,797 shares; 2025Q2: 3,816 shares; 2025Q3: 3,735 shares; 2025Q4: 3,749 shares; 2026Q1: 3,686 shares; 2026Q2: 3,652 shares 3,652 $454K 0.09% -34 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,678 shares; 2024Q4: 5,678 shares; 2025Q1: 5,678 shares; 2025Q2: 5,678 shares; 2025Q3: 5,678 shares; 2025Q4: 5,678 shares; 2026Q1: 5,678 shares; 2026Q2: 5,678 shares 5,678 $438K 0.09% 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: 1,409 shares; 2024Q4: 1,147 shares; 2025Q1: 1,156 shares; 2025Q2: 1,198 shares; 2025Q3: 1,218 shares; 2025Q4: 1,192 shares; 2026Q1: 1,134 shares; 2026Q2: 1,144 shares 1,144 $423K 0.08% +10 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: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: 1,568 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares; 2026Q2: 1,162 shares 1,162 $421K 0.08% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,054 shares; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,062 shares; 2025Q4: 1,064 shares; 2026Q1: 1,066 shares; 2026Q2: 1,068 shares 1,068 $403K 0.08% +2 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,160 shares; 2024Q4: 3,160 shares; 2025Q1: 3,160 shares; 2025Q2: 3,160 shares; 2025Q3: 3,160 shares; 2025Q4: 3,160 shares; 2026Q1: 3,160 shares; 2026Q2: 3,160 shares 3,160 $399K 0.08% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC 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: 808 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 808 shares 808 $386K 0.08% 0 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: 1,354 shares; 2024Q4: not reported; 2025Q1: 1,354 shares; 2025Q2: 1,465 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares; 2026Q1: 1,454 shares; 2026Q2: 1,454 shares 1,454 $369K 0.07% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,878 shares; 2024Q4: 7,022 shares; 2025Q1: 7,244 shares; 2025Q2: 7,244 shares; 2025Q3: 7,244 shares; 2025Q4: 7,362 shares; 2026Q1: 7,362 shares; 2026Q2: 7,362 shares 7,362 $368K 0.07% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares; 2026Q2: 3,725 shares 3,725 $356K 0.07% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,932 shares; 2024Q4: 2,936 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,994 shares; 2026Q1: 2,994 shares; 2026Q2: 2,994 shares 2,994 $350K 0.07% 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: 963 shares; 2024Q4: 963 shares; 2025Q1: 963 shares; 2025Q2: 966 shares; 2025Q3: 963 shares; 2025Q4: 963 shares; 2026Q1: 963 shares; 2026Q2: 963 shares 963 $341K 0.07% 0 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: 3,165 shares; 2024Q4: 3,168 shares; 2025Q1: 3,114 shares; 2025Q2: 3,117 shares; 2025Q3: 3,141 shares; 2025Q4: 3,069 shares; 2026Q1: 3,078 shares; 2026Q2: 2,313 shares 2,313 $339K 0.07% -765 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 4,224 shares; 2026Q1: 4,224 shares; 2026Q2: 4,224 shares 4,224 $328K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares; 2026Q1: 1,673 shares; 2026Q2: 1,550 shares 1,550 $310K 0.06% -123 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: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares; 2026Q2: 1,815 shares 1,815 $307K 0.06% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,785 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 5,963 shares; 2025Q3: 5,963 shares; 2025Q4: 6,042 shares; 2026Q1: 6,042 shares; 2026Q2: 6,071 shares 6,071 $306K 0.06% +29 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,205 shares; 2024Q4: 10,205 shares; 2025Q1: 9,338 shares; 2025Q2: 9,229 shares; 2025Q3: 9,228 shares; 2025Q4: 9,289 shares; 2026Q1: 6,136 shares; 2026Q2: 6,024 shares 6,024 $298K 0.06% -112 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: 2,303 shares; 2024Q4: 10,111 shares; 2025Q1: 8,553 shares; 2025Q2: 8,553 shares; 2025Q3: 8,385 shares; 2025Q4: 8,083 shares; 2026Q1: 8,083 shares; 2026Q2: 8,083 shares 8,083 $274K 0.05% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 4,859 shares; 2025Q4: 4,859 shares; 2026Q1: 4,859 shares; 2026Q2: 4,859 shares 4,859 $273K 0.05% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 335 shares; 2026Q2: 335 shares 335 $267K 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,013 shares 1,013 $259K 0.05% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,034 shares; 2024Q4: 7,034 shares; 2025Q1: 7,034 shares; 2025Q2: 7,034 shares; 2025Q3: 7,034 shares; 2025Q4: 7,034 shares; 2026Q1: 7,034 shares; 2026Q2: 7,034 shares 7,034 $259K 0.05% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 902 shares 902 $254K 0.05% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,112 shares; 2024Q4: 13,132 shares; 2025Q1: 13,150 shares; 2025Q2: 13,171 shares; 2025Q3: 13,193 shares; 2025Q4: 13,216 shares; 2026Q1: 13,238 shares; 2026Q2: 13,258 shares 13,258 $253K 0.05% +20 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: not reported; 2024Q4: 2,214 shares; 2025Q1: not reported; 2025Q2: 2,223 shares; 2025Q3: 2,198 shares; 2025Q4: 2,198 shares; 2026Q1: 2,200 shares; 2026Q2: 2,203 shares 2,203 $250K 0.05% +3 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: 3,356 shares; 2024Q4: 2,821 shares; 2025Q1: 2,838 shares; 2025Q2: 2,892 shares; 2025Q3: 2,875 shares; 2025Q4: 2,901 shares; 2026Q1: 2,913 shares; 2026Q2: 2,934 shares 2,934 $229K 0.05% +21 Timeline ESGD 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: 2,099 shares 2,099 $216K 0.04% new Timeline MOAT 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: 2,906 shares; 2024Q4: 2,918 shares; 2025Q1: 2,918 shares; 2025Q2: 2,918 shares; 2025Q3: 2,029 shares; 2025Q4: 2,029 shares; 2026Q1: not reported; 2026Q2: 2,029 shares 2,029 $211K 0.04% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,045 shares; 2024Q4: 2,047 shares; 2025Q1: 2,049 shares; 2025Q2: 2,051 shares; 2025Q3: 2,053 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $209K 0.04% 0 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: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 278 shares 278 $208K 0.04% -34 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,085 shares 3,085 $202K 0.04% new Timeline