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; 2024Q2: restricted; 2024Q3: 76,778 shares; 2024Q4: 83,320 shares; 2025Q1: 86,432 shares; 2025Q2: 88,540 shares; 2025Q3: 61,445 shares; 2025Q4: 56,971 shares; 2026Q1: 60,245 shares 60,245 $36M 19.57% +3,274 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; 2024Q2: restricted; 2024Q3: 201,917 shares; 2024Q4: 221,568 shares; 2025Q1: 220,652 shares; 2025Q2: 231,023 shares; 2025Q3: 242,628 shares; 2025Q4: 334,158 shares; 2026Q1: 375,658 shares 375,658 $27.7M 15.04% +41,500 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 4,731 shares; 2025Q1: 77,781 shares; 2025Q2: 81,709 shares; 2025Q3: 89,532 shares; 2025Q4: 105,393 shares; 2026Q1: 114,677 shares 114,677 $10.9M 5.95% +9,284 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,371 shares; 2025Q2: 26,748 shares; 2025Q3: 25,308 shares; 2025Q4: 77,874 shares; 2026Q1: 86,778 shares 86,778 $9.58M 5.21% +8,904 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; 2024Q2: restricted; 2024Q3: 236,015 shares; 2024Q4: 166,095 shares; 2025Q1: 139,980 shares; 2025Q2: 137,150 shares; 2025Q3: 102,025 shares; 2025Q4: 96,610 shares; 2026Q1: 85,025 shares 85,025 $8.31M 4.52% -11,585 Timeline XLP 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; 2024Q2: restricted; 2024Q3: 112,916 shares; 2024Q4: 8,958 shares; 2025Q1: 92,919 shares; 2025Q2: 96,903 shares; 2025Q3: 25,557 shares; 2025Q4: 25,536 shares; 2026Q1: 97,041 shares 97,041 $7.96M 4.33% +71,505 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; 2024Q2: restricted; 2024Q3: 144,154 shares; 2024Q4: 129,913 shares; 2025Q1: 98,339 shares; 2025Q2: 86,581 shares; 2025Q3: 72,728 shares; 2025Q4: 76,831 shares; 2026Q1: 84,353 shares 84,353 $6.95M 3.78% +7,522 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; 2024Q2: restricted; 2024Q3: 317,284 shares; 2024Q4: 202,354 shares; 2025Q1: 154,799 shares; 2025Q2: 146,879 shares; 2025Q3: 135,692 shares; 2025Q4: 141,743 shares; 2026Q1: 128,451 shares 128,451 $6.94M 3.77% -13,292 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,558 shares 39,558 $6.4M 3.48% new Timeline XLC 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,255 shares; 2025Q4: 52,270 shares; 2026Q1: 57,246 shares 57,246 $6.35M 3.45% +4,976 Timeline XLV 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; 2024Q2: restricted; 2024Q3: 61,712 shares; 2024Q4: 2,565 shares; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,505 shares; 2026Q1: 43,280 shares 43,280 $6.35M 3.45% +40,775 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,726 shares; 2024Q4: 68,464 shares; 2025Q1: 72,155 shares; 2025Q2: 76,990 shares; 2025Q3: 84,302 shares; 2025Q4: 93,901 shares; 2026Q1: 96,521 shares 96,521 $6.34M 3.45% +2,620 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; 2024Q2: restricted; 2024Q3: 36,743 shares; 2024Q4: 25,430 shares; 2025Q1: 21,775 shares; 2025Q2: 21,818 shares; 2025Q3: 17,999 shares; 2025Q4: 18,412 shares; 2026Q1: 14,651 shares 14,651 $4.21M 2.29% -3,761 Timeline XLE 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; 2024Q2: restricted; 2024Q3: 62,421 shares; 2024Q4: 35,881 shares; 2025Q1: 31,877 shares; 2025Q2: 31,991 shares; 2025Q3: 27,188 shares; 2025Q4: 58,420 shares; 2026Q1: 61,546 shares 61,546 $3.77M 2.05% +3,126 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,712 shares; 2024Q4: 65,712 shares; 2025Q1: 70,077 shares; 2025Q2: 70,077 shares; 2025Q3: 70,077 shares; 2025Q4: 70,077 shares; 2026Q1: 70,077 shares 70,077 $3.35M 1.82% 0 Timeline RSP 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,007 shares; 2025Q1: 15,871 shares; 2025Q2: 10,131 shares; 2025Q3: 10,218 shares; 2025Q4: 14,332 shares; 2026Q1: 17,332 shares 17,332 $3.33M 1.81% +3,000 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; 2024Q2: restricted; 2024Q3: 7,602 shares; 2024Q4: 5,670 shares; 2025Q1: 5,213 shares; 2025Q2: 4,833 shares; 2025Q3: 4,688 shares; 2025Q4: 4,688 shares; 2026Q1: 4,692 shares 4,692 $3.05M 1.66% +4 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; 2024Q2: restricted; 2024Q3: 46,607 shares; 2024Q4: 30,891 shares; 2025Q1: 32,167 shares; 2025Q2: 10,546 shares; 2025Q3: 10,497 shares; 2025Q4: 63,080 shares; 2026Q1: 17,190 shares 17,190 $2.28M 1.24% -45,890 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,541 shares; 2026Q1: 22,326 shares 22,326 $2.1M 1.14% +7,785 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,775 shares; 2024Q4: 71,412 shares; 2025Q1: 58,427 shares; 2025Q2: 56,837 shares; 2025Q3: 42,213 shares; 2025Q4: 39,632 shares; 2026Q1: 37,278 shares 37,278 $2.04M 1.11% -2,354 Timeline XLY 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; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 33,249 shares; 2025Q1: 33,728 shares; 2025Q2: 35,049 shares; 2025Q3: 30,874 shares; 2025Q4: 70,486 shares; 2026Q1: 17,860 shares 17,860 $1.95M 1.06% -52,626 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,440 shares; 2024Q4: 66,440 shares; 2025Q1: 66,440 shares; 2025Q2: 66,060 shares; 2025Q3: 28,850 shares; 2025Q4: 26,178 shares; 2026Q1: 26,178 shares 26,178 $1.84M 1% 0 Timeline XLF 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; 2024Q2: restricted; 2024Q3: 245,135 shares; 2024Q4: 156,573 shares; 2025Q1: 154,014 shares; 2025Q2: 163,036 shares; 2025Q3: 144,025 shares; 2025Q4: 160,531 shares; 2026Q1: 35,666 shares 35,666 $1.76M 0.96% -124,865 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,390 shares; 2024Q4: 35,555 shares; 2025Q1: 28,784 shares; 2025Q2: 28,927 shares; 2025Q3: 25,424 shares; 2025Q4: 26,926 shares; 2026Q1: 22,487 shares 22,487 $1.66M 0.9% -4,439 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,151 shares; 2024Q4: 51,297 shares; 2025Q1: 42,186 shares; 2025Q2: 45,898 shares; 2025Q3: 40,004 shares; 2025Q4: 38,446 shares; 2026Q1: 34,171 shares 34,171 $1.65M 0.9% -4,275 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; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 7,879 shares; 2025Q1: 8,443 shares; 2025Q2: 10,887 shares; 2025Q3: 9,536 shares; 2025Q4: 10,927 shares; 2026Q1: 12,596 shares 12,596 $1.12M 0.61% +1,669 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 4,084 shares; 2025Q1: 4,229 shares; 2025Q2: 4,341 shares; 2025Q3: 3,769 shares; 2025Q4: 2,441 shares; 2026Q1: 2,429 shares 2,429 $1.05M 0.57% -12 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 8,888 shares; 2025Q1: 8,888 shares; 2025Q2: 10,755 shares; 2025Q3: 10,755 shares; 2025Q4: 10,755 shares; 2026Q1: 10,755 shares 10,755 $1.03M 0.56% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,862 shares; 2024Q4: 67,862 shares; 2025Q1: 67,862 shares; 2025Q2: 67,212 shares; 2025Q3: 26,434 shares; 2025Q4: 14,592 shares; 2026Q1: 14,592 shares 14,592 $1.02M 0.55% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,309 shares; 2024Q4: 13,309 shares; 2025Q1: 13,309 shares; 2025Q2: 19,302 shares; 2025Q3: 19,302 shares; 2025Q4: 19,302 shares; 2026Q1: 19,302 shares 19,302 $878K 0.48% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,022 shares; 2024Q4: 6,022 shares; 2025Q1: 6,022 shares; 2025Q2: 6,022 shares; 2025Q3: 6,022 shares; 2025Q4: 6,022 shares; 2026Q1: 6,022 shares 6,022 $852K 0.46% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,053 shares; 2024Q4: 10,053 shares; 2025Q1: 15,893 shares; 2025Q2: 15,893 shares; 2025Q3: 15,893 shares; 2025Q4: 15,893 shares; 2026Q1: 15,893 shares 15,893 $756K 0.41% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,014 shares; 2024Q4: 15,695 shares; 2025Q1: 14,958 shares; 2025Q2: 12,995 shares; 2025Q3: 12,995 shares; 2025Q4: 12,995 shares; 2026Q1: 12,995 shares 12,995 $749K 0.41% 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; 2024Q2: restricted; 2024Q3: 8,980 shares; 2024Q4: 8,980 shares; 2025Q1: 8,980 shares; 2025Q2: 8,980 shares; 2025Q3: 3,980 shares; 2025Q4: 4,197 shares; 2026Q1: 3,980 shares 3,980 $694K 0.38% -217 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 5,793 shares; 2025Q1: 5,793 shares; 2025Q2: 5,793 shares; 2025Q3: 5,793 shares; 2025Q4: 5,793 shares; 2026Q1: 5,793 shares 5,793 $650K 0.35% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 6,890 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares 11,400 $529K 0.29% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,076 shares; 2024Q4: 15,964 shares; 2025Q1: 14,259 shares; 2025Q2: 14,224 shares; 2025Q3: 14,224 shares; 2025Q4: 14,143 shares; 2026Q1: 8,519 shares 8,519 $433K 0.24% -5,624 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,949 shares; 2025Q3: 949 shares; 2025Q4: 1,018 shares; 2026Q1: 949 shares 949 $351K 0.19% -69 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,821 shares; 2024Q4: 163,283 shares; 2025Q1: 15,267 shares; 2025Q2: 14,103 shares; 2025Q3: 9,103 shares; 2025Q4: 9,103 shares; 2026Q1: 5,403 shares 5,403 $322K 0.17% -3,700 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares 309 $308K 0.17% 0 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,609 shares; 2026Q1: 9,609 shares 9,609 $224K 0.12% 0 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $210K 0.11% 0 Timeline