DFAU 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: 3,495,227 shares; 2024Q4: 3,616,414 shares; 2025Q1: 3,757,283 shares; 2025Q2: 3,461,789 shares; 2025Q3: 3,605,368 shares; 2025Q4: 3,315,971 shares; 2026Q1: 3,418,428 shares 3,418,428 $154M 40.56% +102,457 Timeline DFAI 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: 1,202,117 shares; 2024Q4: 1,299,227 shares; 2025Q1: 1,346,026 shares; 2025Q2: 1,199,388 shares; 2025Q3: 1,249,322 shares; 2025Q4: 1,207,997 shares; 2026Q1: 1,219,756 shares 1,219,756 $47.5M 12.5% +11,759 Timeline SPTM 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: 324,170 shares; 2024Q4: 308,440 shares; 2025Q1: 303,299 shares; 2025Q2: 563,708 shares; 2025Q3: 535,588 shares; 2025Q4: 517,386 shares; 2026Q1: 485,989 shares 485,989 $38.4M 10.11% -31,397 Timeline DFAE 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: 1,129,702 shares; 2024Q4: 1,191,617 shares; 2025Q1: 1,255,794 shares; 2025Q2: 1,094,058 shares; 2025Q3: 1,134,204 shares; 2025Q4: 1,081,599 shares; 2026Q1: 1,093,683 shares 1,093,683 $37M 9.74% +12,084 Timeline AGG 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: 114,195 shares; 2024Q4: 124,729 shares; 2025Q1: 123,235 shares; 2025Q2: 150,944 shares; 2025Q3: 159,307 shares; 2025Q4: 143,524 shares; 2026Q1: 143,135 shares 143,135 $14.2M 3.74% -389 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; 2024Q2: restricted; 2024Q3: 176,076 shares; 2024Q4: 169,019 shares; 2025Q1: 165,456 shares; 2025Q2: 315,800 shares; 2025Q3: 298,322 shares; 2025Q4: 288,204 shares; 2026Q1: 272,766 shares 272,766 $12.5M 3.27% -15,438 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: 78,431 shares; 2024Q4: 83,437 shares; 2025Q1: 84,667 shares; 2025Q2: 103,570 shares; 2025Q3: 106,269 shares; 2025Q4: 105,464 shares; 2026Q1: 103,929 shares 103,929 $11M 2.9% -1,535 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; 2024Q2: restricted; 2024Q3: 101,891 shares; 2024Q4: 97,754 shares; 2025Q1: 95,944 shares; 2025Q2: 230,593 shares; 2025Q3: 220,439 shares; 2025Q4: 214,608 shares; 2026Q1: 202,211 shares 202,211 $9.49M 2.49% -12,397 Timeline SPIB 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: 168,211 shares; 2024Q4: 178,128 shares; 2025Q1: 175,851 shares; 2025Q2: 202,708 shares; 2025Q3: 205,354 shares; 2025Q4: 188,873 shares; 2026Q1: 186,180 shares 186,180 $6.24M 1.64% -2,693 Timeline SPIP 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: 203,322 shares; 2024Q4: 215,418 shares; 2025Q1: 213,563 shares; 2025Q2: 248,705 shares; 2025Q3: 253,190 shares; 2025Q4: 235,154 shares; 2026Q1: 228,137 shares 228,137 $5.93M 1.56% -7,017 Timeline TFLO 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: 10,284 shares; 2024Q4: 9,324 shares; 2025Q1: 66,385 shares; 2025Q2: 132,588 shares; 2025Q3: 159,392 shares; 2025Q4: 70,025 shares; 2026Q1: 111,810 shares 111,810 $5.66M 1.49% +41,785 Timeline IWV 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: 14,504 shares; 2024Q4: 13,871 shares; 2025Q1: 13,890 shares; 2025Q2: 13,881 shares; 2025Q3: 13,820 shares; 2025Q4: 13,402 shares; 2026Q1: 13,398 shares 13,398 $4.97M 1.31% -4 Timeline TFI 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: 91,331 shares; 2024Q4: 95,706 shares; 2025Q1: 95,054 shares; 2025Q2: 95,568 shares; 2025Q3: 88,877 shares; 2025Q4: 89,713 shares; 2026Q1: 74,097 shares 74,097 $3.36M 0.88% -15,616 Timeline SPAB 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: 138,904 shares; 2024Q4: 133,142 shares; 2025Q1: 127,647 shares; 2025Q2: 125,686 shares; 2025Q3: 119,495 shares; 2025Q4: 108,729 shares; 2026Q1: 102,618 shares 102,618 $2.63M 0.69% -6,111 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: 43,287 shares; 2024Q4: 41,434 shares; 2025Q1: 41,354 shares; 2025Q2: 41,357 shares; 2025Q3: 41,144 shares; 2025Q4: 40,036 shares; 2026Q1: 38,375 shares 38,375 $2.46M 0.65% -1,661 Timeline DFAC 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: 57,169 shares; 2024Q4: 57,169 shares; 2025Q1: 57,169 shares; 2025Q2: 57,169 shares; 2025Q3: 57,169 shares; 2025Q4: 57,169 shares; 2026Q1: 57,169 shares 57,169 $2.22M 0.58% 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; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 8,127 shares; 2025Q1: 8,181 shares; 2025Q2: 8,268 shares; 2025Q3: 8,203 shares; 2025Q4: 6,869 shares; 2026Q1: 6,584 shares 6,584 $2.11M 0.56% -285 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: 5,352 shares; 2024Q4: 5,460 shares; 2025Q1: 7,532 shares; 2025Q2: 7,404 shares; 2025Q3: 8,034 shares; 2025Q4: 7,973 shares; 2026Q1: 9,057 shares 9,057 $1.58M 0.42% +1,084 Timeline VONG 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: 36,961 shares; 2025Q3: 36,941 shares; 2025Q4: 13,965 shares; 2026Q1: 13,965 shares 13,965 $1.53M 0.4% 0 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: 24,650 shares; 2024Q4: 23,184 shares; 2025Q1: 22,959 shares; 2025Q2: 22,472 shares; 2025Q3: 22,041 shares; 2025Q4: 19,462 shares; 2026Q1: 16,600 shares 16,600 $1.47M 0.39% -2,862 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: 89,585 shares; 2024Q4: 84,592 shares; 2025Q1: 65,495 shares; 2025Q2: 39,456 shares; 2025Q3: 38,337 shares; 2025Q4: 39,423 shares; 2026Q1: 28,435 shares 28,435 $1.36M 0.36% -10,988 Timeline DFAX 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: 68,768 shares; 2024Q4: 69,501 shares; 2025Q1: 69,894 shares; 2025Q2: 70,284 shares; 2025Q3: 71,210 shares; 2025Q4: 71,381 shares; 2026Q1: 35,802 shares 35,802 $1.22M 0.32% -35,579 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 5,720 shares; 2025Q1: 4,692 shares; 2025Q2: 4,578 shares; 2025Q3: 4,395 shares; 2025Q4: 3,945 shares; 2026Q1: 4,700 shares 4,700 $1.19M 0.31% +755 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; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,195 shares; 2025Q1: 1,196 shares; 2025Q2: 1,345 shares; 2025Q3: 1,339 shares; 2025Q4: 1,557 shares; 2026Q1: 1,571 shares 1,571 $939K 0.25% +14 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: 40,950 shares; 2024Q4: 24,907 shares; 2025Q1: 19,211 shares; 2025Q2: 19,259 shares; 2025Q3: 19,259 shares; 2025Q4: 19,291 shares; 2026Q1: 19,314 shares 19,314 $897K 0.24% +23 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: 18,231 shares; 2024Q4: 18,034 shares; 2025Q1: 17,479 shares; 2025Q2: 17,260 shares; 2025Q3: 16,856 shares; 2025Q4: 17,127 shares; 2026Q1: 16,299 shares 16,299 $881K 0.23% -828 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: not reported; 2024Q4: 223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 826 shares 826 $823K 0.22% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 2,224 shares; 2025Q1: 1,749 shares; 2025Q2: 2,145 shares; 2025Q3: 2,152 shares; 2025Q4: 1,843 shares; 2026Q1: 2,030 shares 2,030 $755K 0.2% +187 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; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 3,538 shares; 2025Q1: 3,436 shares; 2025Q2: 3,396 shares; 2025Q3: 3,291 shares; 2025Q4: 2,892 shares; 2026Q1: 3,300 shares 3,300 $687K 0.18% +408 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,106 shares; 2025Q1: 2,181 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares; 2025Q4: 2,040 shares; 2026Q1: 2,320 shares 2,320 $667K 0.18% +280 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: 1,500 shares; 2024Q4: 1,571 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,505 shares; 2026Q1: 1,505 shares 1,505 $648K 0.17% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,981 shares; 2024Q4: 25,261 shares; 2025Q1: 25,261 shares; 2025Q2: 25,261 shares; 2025Q3: 25,261 shares; 2025Q4: 22,903 shares; 2026Q1: 23,143 shares 23,143 $581K 0.15% +240 Timeline AOA 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: 5,297 shares; 2024Q4: 5,564 shares; 2025Q1: 5,756 shares; 2025Q2: 6,170 shares; 2025Q3: 6,036 shares; 2025Q4: 5,192 shares; 2026Q1: 5,315 shares 5,315 $470K 0.12% +123 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: 716 shares; 2024Q4: 708 shares; 2025Q1: 726 shares; 2025Q2: 722 shares; 2025Q3: 807 shares; 2025Q4: 763 shares; 2026Q1: 1,128 shares 1,128 $418K 0.11% +365 Timeline RWO 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; 2024Q2: restricted; 2024Q3: 11,964 shares; 2024Q4: 10,737 shares; 2025Q1: 10,772 shares; 2025Q2: 10,718 shares; 2025Q3: 9,991 shares; 2025Q4: 9,400 shares; 2026Q1: 8,174 shares 8,174 $374K 0.1% -1,226 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: 505 shares; 2024Q4: 534 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 548 shares; 2026Q1: 556 shares 556 $362K 0.1% +8 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: not reported; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 2,790 shares; 2026Q1: 2,686 shares 2,686 $339K 0.09% -104 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 314 shares; 2025Q4: 3,140 shares; 2026Q1: 3,446 shares 3,446 $331K 0.09% +306 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP 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: 1,897 shares 1,897 $322K 0.08% new Timeline AOR 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: 4,423 shares; 2024Q4: 4,671 shares; 2025Q1: 4,825 shares; 2025Q2: 4,653 shares; 2025Q3: 4,589 shares; 2025Q4: 4,707 shares; 2026Q1: 4,843 shares 4,843 $312K 0.08% +136 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; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 467 shares; 2025Q2: 487 shares; 2025Q3: 492 shares; 2025Q4: 462 shares; 2026Q1: 544 shares 544 $311K 0.08% +82 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 589 shares; 2025Q1: 640 shares; 2025Q2: 520 shares; 2025Q3: 537 shares; 2025Q4: 546 shares; 2026Q1: 598 shares 598 $287K 0.08% +52 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,413 shares; 2026Q1: 11,413 shares 11,413 $282K 0.07% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares 444 $274K 0.07% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 1,133 shares; 2026Q1: 1,125 shares 1,125 $244K 0.06% -8 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC 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: 5,147 shares; 2025Q4: 5,147 shares; 2026Q1: 5,147 shares 5,147 $243K 0.06% 0 Timeline LQD 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: 3,047 shares; 2024Q4: 2,281 shares; 2025Q1: 2,291 shares; 2025Q2: 2,263 shares; 2025Q3: 2,164 shares; 2025Q4: 2,182 shares; 2026Q1: 2,192 shares 2,192 $239K 0.06% +10 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC 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: 732 shares 732 $210K 0.06% new Timeline