IVV 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: 166,582 shares; 2024Q4: 157,657 shares; 2025Q1: 147,131 shares; 2025Q2: 146,616 shares; 2025Q3: 167,501 shares; 2025Q4: 170,651 shares; 2026Q1: 188,741 shares 188,741 $123M 18.7% +18,090 Timeline 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; 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; 2025Q4: 1,682,087 shares; 2026Q1: 1,591,957 shares 1,591,957 $117M 17.78% -90,130 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: 1,259,628 shares; 2024Q4: 1,248,248 shares; 2025Q1: 1,375,303 shares; 2025Q2: 1,358,103 shares; 2025Q3: 1,415,388 shares; 2025Q4: 1,475,728 shares; 2026Q1: 910,858 shares 910,858 $61.5M 9.33% -564,870 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: 864,406 shares; 2024Q4: 882,406 shares; 2025Q1: 906,466 shares; 2025Q2: 975,046 shares; 2025Q3: 914,111 shares; 2025Q4: 922,703 shares; 2026Q1: 856,468 shares 856,468 $54.9M 8.32% -66,235 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: 485,030 shares; 2024Q4: 498,880 shares; 2025Q1: 502,685 shares; 2025Q2: 500,055 shares; 2025Q3: 418,375 shares; 2025Q4: 425,182 shares; 2026Q1: 928,122 shares 928,122 $50.2M 7.61% +502,940 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; 2024Q2: restricted; 2024Q3: 284,830 shares; 2024Q4: 281,065 shares; 2025Q1: 287,615 shares; 2025Q2: 268,285 shares; 2025Q3: 248,675 shares; 2025Q4: 260,330 shares; 2026Q1: 191,300 shares 191,300 $50.1M 7.6% -69,030 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: 116,930 shares; 2024Q4: 110,500 shares; 2025Q1: 110,500 shares; 2025Q2: 109,875 shares; 2025Q3: 105,135 shares; 2025Q4: 102,635 shares; 2026Q1: 103,825 shares 103,825 $33.3M 5.05% +1,190 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: 371,638 shares; 2024Q4: 373,858 shares; 2025Q1: 378,298 shares; 2025Q2: 379,853 shares; 2025Q3: 397,448 shares; 2025Q4: 418,418 shares; 2026Q1: 358,258 shares 358,258 $31.8M 4.82% -60,160 Timeline USHY 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: 787,925 shares 787,925 $29M 4.4% new Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES 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: 1,091,650 shares 1,091,650 $26.3M 3.99% new 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; 2024Q2: restricted; 2024Q3: 99,030 shares; 2024Q4: 109,930 shares; 2025Q1: 109,930 shares; 2025Q2: 109,460 shares; 2025Q3: 114,940 shares; 2025Q4: 143,035 shares; 2026Q1: 402,665 shares 402,665 $19.3M 2.93% +259,630 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; 2024Q2: restricted; 2024Q3: 183,600 shares; 2024Q4: 187,125 shares; 2025Q1: 209,000 shares; 2025Q2: 208,860 shares; 2025Q3: 214,815 shares; 2025Q4: 276,760 shares; 2026Q1: 425,055 shares 425,055 $18.9M 2.87% +148,295 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD 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: 109,200 shares 109,200 $9.63M 1.46% new Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 377,280 shares 377,280 $9.16M 1.39% new 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: 98,630 shares; 2024Q4: 111,800 shares; 2025Q1: 132,645 shares; 2025Q2: 132,645 shares; 2025Q3: 122,000 shares; 2025Q4: 133,105 shares; 2026Q1: 125,475 shares 125,475 $5.89M 0.89% -7,630 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; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 18,445 shares; 2025Q1: 51,750 shares; 2025Q2: 51,750 shares; 2025Q3: 52,250 shares; 2025Q4: 52,370 shares; 2026Q1: 52,735 shares 52,735 $4.18M 0.63% +365 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: 20,904 shares; 2024Q4: 20,904 shares; 2025Q1: 20,904 shares; 2025Q2: 20,904 shares; 2025Q3: 34,482 shares; 2025Q4: 34,482 shares; 2026Q1: 34,482 shares 34,482 $3.42M 0.52% 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; 2024Q2: restricted; 2024Q3: 12,330 shares; 2024Q4: 12,450 shares; 2025Q1: 35,980 shares; 2025Q2: 35,980 shares; 2025Q3: 36,215 shares; 2025Q4: 36,215 shares; 2026Q1: 36,575 shares 36,575 $3.03M 0.46% +360 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; 2024Q2: restricted; 2024Q3: 14,135 shares; 2024Q4: 15,580 shares; 2025Q1: 37,315 shares; 2025Q2: 37,315 shares; 2025Q3: 37,995 shares; 2025Q4: 38,160 shares; 2026Q1: 38,295 shares 38,295 $2.24M 0.34% +135 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; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: 12,120 shares; 2025Q1: 32,540 shares; 2025Q2: 32,540 shares; 2025Q3: 32,955 shares; 2025Q4: 32,955 shares; 2026Q1: 32,955 shares 32,955 $1.96M 0.3% 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; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,533 shares; 2025Q1: 5,533 shares; 2025Q2: 5,533 shares; 2025Q3: 5,533 shares; 2025Q4: 5,533 shares; 2026Q1: 5,533 shares 5,533 $1.59M 0.24% 0 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; 2024Q2: restricted; 2024Q3: 186,736 shares; 2024Q4: 190,706 shares; 2025Q1: 190,791 shares; 2025Q2: 191,536 shares; 2025Q3: 260,196 shares; 2025Q4: 279,826 shares; 2026Q1: 14,196 shares 14,196 $1.36M 0.21% -265,630 Timeline IWB 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: 5,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $1.07M 0.16% 0 Timeline