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: 1,353,886 shares; 2024Q4: 1,399,161 shares; 2025Q1: 1,421,489 shares; 2025Q2: 1,435,331 shares; 2025Q3: 1,212,864 shares; 2025Q4: 1,180,537 shares; 2026Q1: 1,406,636 shares 1,406,636 $841M 56.5% +226,099 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; 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; 2025Q4: 2,842,794 shares; 2026Q1: 2,943,879 shares 2,943,879 $227M 15.26% +101,085 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,923,500 shares; 2025Q4: 1,923,500 shares; 2026Q1: 1,385,500 shares 1,385,500 $65M 4.37% -538,000 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; 2024Q2: restricted; 2024Q3: 510,784 shares; 2024Q4: 765,439 shares; 2025Q1: 861,919 shares; 2025Q2: 1,054,544 shares; 2025Q3: 729,569 shares; 2025Q4: 801,039 shares; 2026Q1: 764,656 shares 764,656 $58.3M 3.92% -36,383 Timeline EFV 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: 795,500 shares; 2026Q1: 756,850 shares 756,850 $56.3M 3.78% -38,650 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; 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; 2025Q4: 712,400 shares; 2026Q1: 712,400 shares 712,400 $53.2M 3.58% 0 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: not reported; 2024Q4: 132,000 shares; 2025Q1: 132,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 584,760 shares 584,760 $35.8M 2.41% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 295,050 shares 295,050 $29.5M 1.98% 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; 2024Q2: restricted; 2024Q3: 441,396 shares; 2024Q4: 449,341 shares; 2025Q1: 373,446 shares; 2025Q2: 232,599 shares; 2025Q3: 90,192 shares; 2025Q4: 172,875 shares; 2026Q1: 186,640 shares 186,640 $21M 1.41% +13,765 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: 11,800 shares; 2024Q4: 11,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 259,500 shares; 2026Q1: 257,050 shares 257,050 $17.9M 1.21% -2,450 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; 2024Q2: restricted; 2024Q3: 115,265 shares; 2024Q4: 100,830 shares; 2025Q1: 228,410 shares; 2025Q2: 302,740 shares; 2025Q3: 94,830 shares; 2025Q4: 168,280 shares; 2026Q1: 172,608 shares 172,608 $12.4M 0.83% +4,328 Timeline IWM 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: 605 shares; 2024Q4: 266,155 shares; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 224,142 shares; 2025Q4: 248,840 shares; 2026Q1: 49,876 shares 49,876 $12.4M 0.83% -198,964 Timeline IJH 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: not reported; 2026Q1: 137,500 shares 137,500 $9.29M 0.62% new 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; 2024Q2: restricted; 2024Q3: 106,853 shares; 2024Q4: 106,853 shares; 2025Q1: 106,853 shares; 2025Q2: 106,853 shares; 2025Q3: 106,853 shares; 2025Q4: 101,510 shares; 2026Q1: 101,510 shares 101,510 $8.29M 0.56% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,581 shares; 2025Q2: 64,581 shares; 2025Q3: 64,581 shares; 2025Q4: 64,581 shares; 2026Q1: 64,581 shares 64,581 $7.62M 0.51% 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; 2024Q2: restricted; 2024Q3: 258,331 shares; 2024Q4: 258,331 shares; 2025Q1: 258,331 shares; 2025Q2: 258,331 shares; 2025Q3: 258,331 shares; 2025Q4: 245,414 shares; 2026Q1: 245,414 shares 245,414 $5.08M 0.34% 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; 2024Q2: restricted; 2024Q3: 33,465 shares; 2024Q4: 27,440 shares; 2025Q1: 21,990 shares; 2025Q2: 22,219 shares; 2025Q3: 13,887 shares; 2025Q4: 13,844 shares; 2026Q1: 11,179 shares 11,179 $4.88M 0.33% -2,665 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,060 shares; 2025Q4: 106,160 shares; 2026Q1: 110,007 shares 110,007 $4.66M 0.31% +3,847 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: 48,544 shares; 2024Q4: 37,628 shares; 2025Q1: 23,998 shares; 2025Q2: 25,087 shares; 2025Q3: 59,115 shares; 2025Q4: 77,885 shares; 2026Q1: 75,220 shares 75,220 $4.07M 0.27% -2,665 Timeline VTG VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS 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: 45,325 shares; 2026Q1: 45,205 shares 45,205 $3.42M 0.23% -120 Timeline EFG 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: 29,300 shares; 2024Q4: 15,155 shares; 2025Q1: 15,155 shares; 2025Q2: 15,155 shares; 2025Q3: 17,410 shares; 2025Q4: 30,610 shares; 2026Q1: 30,610 shares 30,610 $3.41M 0.23% 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; 2024Q2: restricted; 2024Q3: 372,827 shares; 2024Q4: 171,292 shares; 2025Q1: 132,005 shares; 2025Q2: 30,480 shares; 2025Q3: 18,360 shares; 2025Q4: 18,360 shares; 2026Q1: 14,571 shares 14,571 $2.86M 0.19% -3,789 Timeline ACWI 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: 15,450 shares; 2024Q4: 15,185 shares; 2025Q1: 14,815 shares; 2025Q2: 14,225 shares; 2025Q3: 14,443 shares; 2025Q4: 14,108 shares; 2026Q1: 13,778 shares 13,778 $1.91M 0.13% -330 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; 2024Q2: restricted; 2024Q3: 852,890 shares; 2024Q4: 835,890 shares; 2025Q1: 288,640 shares; 2025Q2: 459,590 shares; 2025Q3: 360,390 shares; 2025Q4: 218,340 shares; 2026Q1: 2,893 shares 2,893 $1.06M 0.07% -215,447 Timeline VGVT VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS 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: 7,377 shares 7,377 $558K 0.04% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,126 shares; 2025Q2: 3,126 shares; 2025Q3: 3,126 shares; 2025Q4: 3,126 shares; 2026Q1: 3,126 shares 3,126 $485K 0.03% 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; 2024Q2: restricted; 2024Q3: 90,407 shares; 2024Q4: 83,047 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,468 shares 4,468 $286K 0.02% new Timeline IDV 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: 216,955 shares; 2024Q4: 216,940 shares; 2025Q1: 4,940 shares; 2025Q2: 9,880 shares; 2025Q3: 4,940 shares; 2025Q4: 4,940 shares; 2026Q1: 5,685 shares 5,685 $242K 0.02% +745 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: 875 shares; 2024Q4: 875 shares; 2025Q1: 925 shares; 2025Q2: 1,180 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 865 shares 865 $84.5K 0.01% -60 Timeline MUB 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: not reported; 2026Q1: 785 shares 785 $83.3K 0.01% new Timeline PFF 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 400 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $6.06K <0.01% 0 Timeline