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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353,886 shares; 2024Q4: 1,399,161 shares; 2025Q1: 1,421,489 shares; 2025Q2: 1,435,331 shares; 2025Q3: 1,212,864 shares 1,212,864 $743M 48.77% -222,467 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294,255 shares; 2024Q4: 1,922,275 shares; 2025Q1: 4,086,103 shares; 2025Q2: 4,144,223 shares; 2025Q3: 3,303,778 shares 3,303,778 $243M 15.94% -840,445 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852,890 shares; 2024Q4: 835,890 shares; 2025Q1: 288,640 shares; 2025Q2: 459,590 shares; 2025Q3: 360,390 shares 360,390 $145M 9.52% -99,200 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,923,500 shares 1,923,500 $90.3M 5.93% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425,000 shares; 2024Q4: 1,425,000 shares; 2025Q1: 1,606,000 shares; 2025Q2: 1,606,000 shares; 2025Q3: 1,100,900 shares 1,100,900 $85.5M 5.61% -505,100 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,784 shares; 2024Q4: 765,439 shares; 2025Q1: 861,919 shares; 2025Q2: 1,054,544 shares; 2025Q3: 729,569 shares 729,569 $57.3M 3.76% -324,975 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 266,155 shares; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 224,142 shares 224,142 $54.2M 3.56% +223,383 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138,000 shares; 2024Q4: not reported; 2025Q1: 358,000 shares; 2025Q2: not reported; 2025Q3: 373,000 shares 373,000 $29.9M 1.96% new Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227,000 shares 227,000 $14.9M 0.98% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,396 shares; 2024Q4: 449,341 shares; 2025Q1: 373,446 shares; 2025Q2: 232,599 shares; 2025Q3: 90,192 shares 90,192 $10.7M 0.7% -142,407 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,853 shares; 2024Q4: 106,853 shares; 2025Q1: 106,853 shares; 2025Q2: 106,853 shares; 2025Q3: 106,853 shares 106,853 $8.21M 0.54% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,465 shares; 2024Q4: 27,440 shares; 2025Q1: 21,990 shares; 2025Q2: 22,219 shares; 2025Q3: 13,887 shares 13,887 $6.66M 0.44% -8,332 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,265 shares; 2024Q4: 100,830 shares; 2025Q1: 228,410 shares; 2025Q2: 302,740 shares; 2025Q3: 94,830 shares 94,830 $6.58M 0.43% -207,910 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,581 shares; 2025Q2: 64,581 shares; 2025Q3: 64,581 shares 64,581 $5.54M 0.36% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,331 shares; 2024Q4: 258,331 shares; 2025Q1: 258,331 shares; 2025Q2: 258,331 shares; 2025Q3: 258,331 shares 258,331 $4.6M 0.3% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,827 shares; 2024Q4: 171,292 shares; 2025Q1: 132,005 shares; 2025Q2: 30,480 shares; 2025Q3: 18,360 shares 18,360 $3.42M 0.22% -12,120 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,544 shares; 2024Q4: 37,628 shares; 2025Q1: 23,998 shares; 2025Q2: 25,087 shares; 2025Q3: 59,115 shares 59,115 $3.2M 0.21% +34,028 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,000 shares; 2024Q4: not reported; 2025Q1: 2,734,500 shares; 2025Q2: 1,350,015 shares; 2025Q3: 39,830 shares 39,830 $3.18M 0.21% -1,310,185 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,060 shares 72,060 $2.95M 0.19% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,450 shares; 2024Q4: 15,185 shares; 2025Q1: 14,815 shares; 2025Q2: 14,225 shares; 2025Q3: 14,443 shares 14,443 $2M 0.13% +218 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 15,155 shares; 2025Q1: 15,155 shares; 2025Q2: 15,155 shares; 2025Q3: 17,410 shares 17,410 $1.98M 0.13% +2,255 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,126 shares; 2025Q2: 3,126 shares; 2025Q3: 3,126 shares 3,126 $439K 0.03% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $304K 0.02% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,955 shares; 2024Q4: 216,940 shares; 2025Q1: 4,940 shares; 2025Q2: 9,880 shares; 2025Q3: 4,940 shares 4,940 $181K 0.01% -4,940 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 925 shares; 2025Q2: 1,180 shares; 2025Q3: 925 shares 925 $81.3K 0.01% -255 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: not reported; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares 1,133 $60.5K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,285 shares; 2024Q4: 62,785 shares; 2025Q1: not reported; 2025Q2: 432 shares; 2025Q3: 432 shares 432 $40.3K <0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,445 shares; 2024Q4: 554 shares; 2025Q1: not reported; 2025Q2: 259 shares; 2025Q3: 259 shares 259 $26K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 23 shares 23 $8.41K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 400 shares; 2025Q3: 200 shares 200 $6.32K <0.01% -200 Timeline