MGV 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: 211,776 shares; 2024Q4: 184,846 shares; 2025Q1: 190,300 shares; 2025Q2: 191,343 shares; 2025Q3: 190,547 shares; 2025Q4: 190,085 shares; 2026Q1: 188,930 shares; 2026Q2: 189,915 shares 189,915 $31M 18.71% +985 Timeline MGK 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: 63,548 shares; 2024Q4: 55,187 shares; 2025Q1: 57,233 shares; 2025Q2: 57,451 shares; 2025Q3: 57,098 shares; 2025Q4: 56,546 shares; 2026Q1: 55,241 shares; 2026Q2: 278,413 shares 278,413 $24.5M 14.75% +223,172 Timeline VGK 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: 221,149 shares; 2024Q4: 205,888 shares; 2025Q1: 207,953 shares; 2025Q2: 206,276 shares; 2025Q3: 203,970 shares; 2025Q4: 202,134 shares; 2026Q1: 190,260 shares; 2026Q2: 192,527 shares 192,527 $17M 10.27% +2,267 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: 89,906 shares; 2024Q4: 141,914 shares; 2025Q1: 143,971 shares; 2025Q2: 145,958 shares; 2025Q3: 145,685 shares; 2025Q4: 142,580 shares; 2026Q1: 159,520 shares; 2026Q2: 164,501 shares 164,501 $12.1M 7.28% +4,981 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: 129,521 shares; 2024Q4: 121,069 shares; 2025Q1: 122,061 shares; 2025Q2: 123,327 shares; 2025Q3: 123,131 shares; 2025Q4: 122,722 shares; 2026Q1: 135,662 shares; 2026Q2: 139,747 shares 139,747 $10.9M 6.56% +4,085 Timeline VPL 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: 99,177 shares; 2024Q4: 89,495 shares; 2025Q1: 91,555 shares; 2025Q2: 91,288 shares; 2025Q3: 90,463 shares; 2025Q4: 89,722 shares; 2026Q1: 84,279 shares; 2026Q2: 82,926 shares 82,926 $9.59M 5.78% -1,353 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,465 shares; 2024Q4: 154,539 shares; 2025Q1: 156,526 shares; 2025Q2: 156,484 shares; 2025Q3: 155,127 shares; 2025Q4: 154,327 shares; 2026Q1: 150,533 shares; 2026Q2: 150,703 shares 150,703 $9M 5.42% +170 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: 18,191 shares; 2024Q4: 20,703 shares; 2025Q1: 22,026 shares; 2025Q2: 22,125 shares; 2025Q3: 22,008 shares; 2025Q4: 21,935 shares; 2026Q1: 22,339 shares; 2026Q2: 22,803 shares 22,803 $6.98M 4.21% +464 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: 27,782 shares; 2024Q4: 33,196 shares; 2025Q1: 35,229 shares; 2025Q2: 35,447 shares; 2025Q3: 35,344 shares; 2025Q4: 35,238 shares; 2026Q1: 34,786 shares; 2026Q2: 35,128 shares 35,128 $6.94M 4.18% +342 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: 11,359 shares; 2024Q4: 15,358 shares; 2025Q1: 16,478 shares; 2025Q2: 16,636 shares; 2025Q3: 16,576 shares; 2025Q4: 16,525 shares; 2026Q1: 16,635 shares; 2026Q2: 16,722 shares 16,722 $6.12M 3.69% +87 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: 16,375 shares; 2024Q4: 22,657 shares; 2025Q1: 24,114 shares; 2025Q2: 24,294 shares; 2025Q3: 24,222 shares; 2025Q4: 24,187 shares; 2026Q1: 24,530 shares; 2026Q2: 24,791 shares 24,791 $6.02M 3.63% +261 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: 30,578 shares; 2024Q4: 46,756 shares; 2025Q1: 48,349 shares; 2025Q2: 48,670 shares; 2025Q3: 48,551 shares; 2025Q4: 46,342 shares; 2026Q1: 53,414 shares; 2026Q2: 54,065 shares 54,065 $5.21M 3.14% +651 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: 62,376 shares; 2024Q4: 82,893 shares; 2025Q1: 84,423 shares; 2025Q2: 85,159 shares; 2025Q3: 85,044 shares; 2025Q4: 79,834 shares; 2026Q1: 96,839 shares; 2026Q2: 99,807 shares 99,807 $4.83M 2.91% +2,968 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: 26,646 shares; 2024Q4: 16,393 shares; 2025Q1: 16,285 shares; 2025Q2: 16,110 shares; 2025Q3: 15,906 shares; 2025Q4: 15,769 shares; 2026Q1: 12,758 shares; 2026Q2: 12,934 shares 12,934 $4.76M 2.87% +176 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,235 shares; 2024Q4: 45,915 shares; 2025Q1: 45,470 shares; 2025Q2: 47,029 shares; 2025Q3: 46,812 shares; 2025Q4: 46,794 shares; 2026Q1: 45,899 shares; 2026Q2: 45,953 shares 45,953 $2.58M 1.56% +54 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,261 shares; 2024Q4: 41,783 shares; 2025Q1: 41,901 shares; 2025Q2: 42,263 shares; 2025Q3: 42,139 shares; 2025Q4: 42,135 shares; 2026Q1: 42,755 shares; 2026Q2: 43,775 shares 43,775 $2.2M 1.33% +1,020 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: 4,118 shares; 2024Q4: 3,748 shares; 2025Q1: 3,748 shares; 2025Q2: 3,665 shares; 2025Q3: 3,517 shares; 2025Q4: 3,517 shares; 2026Q1: 3,317 shares; 2026Q2: 3,252 shares 3,252 $1.21M 0.73% -65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 800 shares 800 $960K 0.58% +200 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 595 shares; 2025Q3: 968 shares; 2025Q4: 1,073 shares; 2026Q1: 1,103 shares; 2026Q2: 1,073 shares 1,073 $451K 0.27% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 910 shares; 2026Q2: 1,213 shares 1,213 $351K 0.21% +303 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,028 shares; 2026Q2: 2,028 shares 2,028 $331K 0.2% 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: 1,651 shares; 2024Q4: 827 shares; 2025Q1: 893 shares; 2025Q2: 894 shares; 2025Q3: 895 shares; 2025Q4: 896 shares; 2026Q1: 842 shares; 2026Q2: 843 shares 843 $312K 0.19% +1 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: 300 shares; 2026Q2: 400 shares 400 $289K 0.17% +100 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: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares; 2026Q2: 2,620 shares 2,620 $272K 0.16% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares; 2026Q2: 1,933 shares 1,933 $270K 0.16% +483 Timeline AMERICA MOVIL-SPN ADR CL L AMERICA MOVIL-SPN ADR CL L More: the full row for AMERICA MOVIL-SPN ADR CL L 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: 5,244 shares; 2026Q2: 6,991 shares 6,991 $182K 0.11% +1,747 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: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $180K 0.11% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares; 2026Q2: 600 shares 600 $169K 0.1% +150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 674 shares; 2026Q2: 899 shares 899 $141K 0.08% +225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 800 shares 800 $130K 0.08% +200 Timeline VEU 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: 2,350 shares; 2024Q4: 1,398 shares; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 1,539 shares; 2025Q4: 1,546 shares; 2026Q1: 1,478 shares; 2026Q2: 1,480 shares 1,480 $124K 0.07% +2 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: not reported; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: 374 shares; 2025Q4: 374 shares; 2026Q1: 284 shares; 2026Q2: 299 shares 299 $113K 0.07% +15 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70 shares; 2026Q2: 143 shares 143 $107K 0.06% +73 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $88K 0.05% 0 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: 80 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $73.5K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $67.7K 0.04% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 220 shares; 2025Q3: 650 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $58.3K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,874 shares; 2026Q2: 1,874 shares 1,874 $38.8K 0.02% 0 Timeline COHU COHU INC More: the full row for COHU 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: 500 shares; 2026Q2: 500 shares 500 $37K 0.02% 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: 250 shares; 2026Q2: 250 shares 250 $29.4K 0.02% 0 Timeline PI IMPINJ INC More: the full row for IMPINJ 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: 200 shares; 2026Q2: 200 shares 200 $28.6K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $26.1K 0.02% 0 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: 62 shares; 2026Q2: 62 shares 62 $22.5K 0.01% 0 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES 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: 800 shares; 2026Q2: 800 shares 800 $14K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $11.6K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I 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: 200 shares; 2026Q2: 200 shares 200 $11K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $10.5K 0.01% 0 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: 30 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $9.4K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP 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: 18 shares; 2026Q2: 18 shares 18 $4.96K <0.01% 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: 339 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $4.92K <0.01% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND 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: 200 shares; 2026Q2: 200 shares 200 $2.06K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $1.02K <0.01% 0 Timeline