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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348,922 shares; 2024Q4: 1,495,822 shares; 2025Q1: 1,546,892 shares; 2025Q2: 1,595,692 shares 1,595,692 $117M 20.87% +48,800 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,582 shares; 2024Q4: 157,657 shares; 2025Q1: 147,131 shares; 2025Q2: 146,616 shares 146,616 $91M 16.17% -515 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259,628 shares; 2024Q4: 1,248,248 shares; 2025Q1: 1,375,303 shares; 2025Q2: 1,358,103 shares 1,358,103 $84.2M 14.96% -17,200 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,830 shares; 2024Q4: 281,065 shares; 2025Q1: 287,615 shares; 2025Q2: 268,285 shares 268,285 $63.6M 11.3% -19,330 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,406 shares; 2024Q4: 882,406 shares; 2025Q1: 906,466 shares; 2025Q2: 975,046 shares 975,046 $55.6M 9.88% +68,580 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,638 shares; 2024Q4: 373,858 shares; 2025Q1: 378,298 shares; 2025Q2: 379,853 shares 379,853 $33.8M 6.01% +1,555 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,930 shares; 2024Q4: 110,500 shares; 2025Q1: 110,500 shares; 2025Q2: 109,875 shares 109,875 $33.4M 5.93% -625 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,030 shares; 2024Q4: 498,880 shares; 2025Q1: 502,685 shares; 2025Q2: 500,055 shares 500,055 $24.7M 4.39% -2,630 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,736 shares; 2024Q4: 190,706 shares; 2025Q1: 190,791 shares; 2025Q2: 191,536 shares 191,536 $18.6M 3.31% +745 Timeline VNQI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,600 shares; 2024Q4: 187,125 shares; 2025Q1: 209,000 shares; 2025Q2: 208,860 shares 208,860 $9.64M 1.71% -140 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,630 shares; 2024Q4: 111,800 shares; 2025Q1: 132,645 shares; 2025Q2: 132,645 shares 132,645 $6.15M 1.09% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,030 shares; 2024Q4: 109,930 shares; 2025Q1: 109,930 shares; 2025Q2: 109,460 shares 109,460 $5.42M 0.96% -470 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 18,445 shares; 2025Q1: 51,750 shares; 2025Q2: 51,750 shares 51,750 $4.11M 0.73% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,330 shares; 2024Q4: 12,450 shares; 2025Q1: 35,980 shares; 2025Q2: 35,980 shares 35,980 $2.98M 0.53% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,135 shares; 2024Q4: 15,580 shares; 2025Q1: 37,315 shares; 2025Q2: 37,315 shares 37,315 $2.19M 0.39% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,904 shares; 2024Q4: 20,904 shares; 2025Q1: 20,904 shares; 2025Q2: 20,904 shares 20,904 $2.07M 0.37% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: 12,120 shares; 2025Q1: 32,540 shares; 2025Q2: 32,540 shares 32,540 $1.95M 0.35% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,533 shares; 2025Q1: 5,533 shares; 2025Q2: 5,533 shares 5,533 $1.55M 0.28% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,847 shares; 2024Q4: 53,760 shares; 2025Q1: 53,922 shares; 2025Q2: 54,117 shares 54,117 $1.52M 0.27% +195 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000 $1.02M 0.18% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 9,150 shares; 2025Q1: 9,150 shares; 2025Q2: 9,150 shares 9,150 $1M 0.18% 0 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,595 shares; 2024Q4: 23,595 shares; 2025Q1: 23,595 shares; 2025Q2: 23,595 shares 23,595 $520K 0.09% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 2,795 shares; 2025Q1: not reported; 2025Q2: 1,400 shares 1,400 $110K 0.02% new Timeline VUSB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,170 shares; 2024Q4: 4,365 shares; 2025Q1: not reported; 2025Q2: 2,170 shares 2,170 $108K 0.02% new Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 6 shares 6 $170 <0.01% new Timeline