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; 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; 2025Q3: 1,686,692 shares 1,686,692 $125M 20.58% +91,000 Timeline IVV 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: 166,582 shares; 2024Q4: 157,657 shares; 2025Q1: 147,131 shares; 2025Q2: 146,616 shares; 2025Q3: 167,501 shares 167,501 $112M 18.4% +20,885 Timeline IJH 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: 1,259,628 shares; 2024Q4: 1,248,248 shares; 2025Q1: 1,375,303 shares; 2025Q2: 1,358,103 shares; 2025Q3: 1,415,388 shares 1,415,388 $92.4M 15.16% +57,285 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,830 shares; 2024Q4: 281,065 shares; 2025Q1: 287,615 shares; 2025Q2: 268,285 shares; 2025Q3: 248,675 shares 248,675 $63.2M 10.38% -19,610 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,406 shares; 2024Q4: 882,406 shares; 2025Q1: 906,466 shares; 2025Q2: 975,046 shares; 2025Q3: 914,111 shares 914,111 $54.8M 8.99% -60,935 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,638 shares; 2024Q4: 373,858 shares; 2025Q1: 378,298 shares; 2025Q2: 379,853 shares; 2025Q3: 397,448 shares 397,448 $36.3M 5.96% +17,595 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,930 shares; 2024Q4: 110,500 shares; 2025Q1: 110,500 shares; 2025Q2: 109,875 shares; 2025Q3: 105,135 shares 105,135 $34.5M 5.66% -4,740 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,736 shares; 2024Q4: 190,706 shares; 2025Q1: 190,791 shares; 2025Q2: 191,536 shares; 2025Q3: 260,196 shares 260,196 $25.5M 4.18% +68,660 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: 485,030 shares; 2024Q4: 498,880 shares; 2025Q1: 502,685 shares; 2025Q2: 500,055 shares; 2025Q3: 418,375 shares 418,375 $22.7M 3.72% -81,680 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,600 shares; 2024Q4: 187,125 shares; 2025Q1: 209,000 shares; 2025Q2: 208,860 shares; 2025Q3: 214,815 shares 214,815 $10.3M 1.68% +5,955 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: 98,630 shares; 2024Q4: 111,800 shares; 2025Q1: 132,645 shares; 2025Q2: 132,645 shares; 2025Q3: 122,000 shares 122,000 $5.73M 0.94% -10,645 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,030 shares; 2024Q4: 109,930 shares; 2025Q1: 109,930 shares; 2025Q2: 109,460 shares; 2025Q3: 114,940 shares 114,940 $5.68M 0.93% +5,480 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 18,445 shares; 2025Q1: 51,750 shares; 2025Q2: 51,750 shares; 2025Q3: 52,250 shares 52,250 $4.18M 0.69% +500 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: 20,904 shares; 2024Q4: 20,904 shares; 2025Q1: 20,904 shares; 2025Q2: 20,904 shares; 2025Q3: 34,482 shares 34,482 $3.46M 0.57% +13,578 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,330 shares; 2024Q4: 12,450 shares; 2025Q1: 35,980 shares; 2025Q2: 35,980 shares; 2025Q3: 36,215 shares 36,215 $3.05M 0.5% +235 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,135 shares; 2024Q4: 15,580 shares; 2025Q1: 37,315 shares; 2025Q2: 37,315 shares; 2025Q3: 37,995 shares 37,995 $2.24M 0.37% +680 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: 12,120 shares; 2025Q1: 32,540 shares; 2025Q2: 32,540 shares; 2025Q3: 32,955 shares 32,955 $1.98M 0.32% +415 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,533 shares; 2025Q1: 5,533 shares; 2025Q2: 5,533 shares; 2025Q3: 5,533 shares 5,533 $1.63M 0.27% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,847 shares; 2024Q4: 53,760 shares; 2025Q1: 53,922 shares; 2025Q2: 54,117 shares; 2025Q3: 54,347 shares 54,347 $1.61M 0.26% +230 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: 5,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $1.1M 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 9,150 shares; 2025Q1: 9,150 shares; 2025Q2: 9,150 shares; 2025Q3: 9,150 shares 9,150 $1.09M 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,595 shares; 2024Q4: 23,595 shares; 2025Q1: 23,595 shares; 2025Q2: 23,595 shares; 2025Q3: 21,605 shares 21,605 $496K 0.08% -1,990 Timeline