IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 174,221 shares 174,221 $130M 18.38% -14,520 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; 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; 2026Q2: 1,747,432 shares 1,747,432 $128M 18.07% +155,475 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 894,373 shares 894,373 $69M 9.72% -16,485 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; 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; 2026Q2: 825,723 shares 825,723 $58.8M 8.29% -30,745 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; 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; 2026Q2: 187,220 shares 187,220 $56.8M 8% -4,080 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; 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; 2026Q2: 892,707 shares 892,707 $53.3M 7.51% -35,415 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; 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; 2026Q2: 98,950 shares 98,950 $36.6M 5.16% -4,875 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; 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; 2026Q2: 352,018 shares 352,018 $33.9M 4.78% -6,240 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 787,925 shares; 2026Q2: 846,780 shares 846,780 $31.3M 4.42% +58,855 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,091,650 shares; 2026Q2: 1,227,715 shares 1,227,715 $29.2M 4.11% +136,065 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; 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; 2026Q2: 432,285 shares 432,285 $20.9M 2.95% +29,620 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; 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; 2026Q2: 446,505 shares 446,505 $20M 2.82% +21,450 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,200 shares; 2026Q2: 122,575 shares 122,575 $9.26M 1.3% +13,375 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 377,280 shares; 2026Q2: 414,175 shares 414,175 $9.25M 1.3% +36,895 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; 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; 2026Q2: 125,475 shares 125,475 $5.87M 0.83% 0 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; 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; 2026Q2: 53,640 shares 53,640 $4.24M 0.6% +905 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,482 shares 34,482 $3.41M 0.48% 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; 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; 2026Q2: 37,260 shares 37,260 $3.08M 0.43% +685 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; 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; 2026Q2: 38,250 shares 38,250 $2.23M 0.31% -45 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; 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; 2026Q2: 33,205 shares 33,205 $1.96M 0.28% +250 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; 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; 2026Q2: 22,132 shares 22,132 $1.78M 0.25% +16,599 Timeline