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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039,798 shares; 2024Q4: 1,006,991 shares; 2025Q1: 1,102,214 shares; 2025Q2: 994,712 shares 994,712 $615M 63.48% -107,502 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,132 shares; 2024Q4: 131,334 shares; 2025Q1: 129,032 shares; 2025Q2: 134,121 shares 134,121 $76.2M 7.87% +5,089 Timeline ACWI 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: 142,071 shares; 2024Q4: 289,874 shares; 2025Q1: 452,652 shares; 2025Q2: 518,042 shares 518,042 $66.6M 6.88% +65,390 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: 57,633 shares; 2024Q4: 57,841 shares; 2025Q1: 83,765 shares; 2025Q2: 51,239 shares 51,239 $31.8M 3.29% -32,526 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: 165,585 shares; 2024Q4: 185,653 shares; 2025Q1: 207,265 shares; 2025Q2: 296,732 shares 296,732 $29.4M 3.04% +89,467 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,015 shares 161,015 $29.3M 3.02% new 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: 2,518 shares; 2024Q4: 26,874 shares; 2025Q1: 27,051 shares; 2025Q2: 195,605 shares 195,605 $17.4M 1.8% +168,554 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,838 shares; 2024Q4: 463,677 shares; 2025Q1: 231,837 shares; 2025Q2: 388,100 shares 388,100 $15.4M 1.59% +156,263 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: 243,100 shares; 2024Q4: 244,142 shares; 2025Q1: 244,811 shares; 2025Q2: 245,577 shares 245,577 $15.2M 1.57% +766 Timeline EFA 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: 103,172 shares; 2024Q4: not reported; 2025Q1: 20,269 shares; 2025Q2: 154,078 shares 154,078 $13.8M 1.42% +133,809 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: 109,111 shares; 2024Q4: 110,161 shares; 2025Q1: 110,495 shares; 2025Q2: 110,890 shares 110,890 $12.1M 1.25% +395 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,670 shares; 2024Q4: 137,670 shares; 2025Q1: 131,583 shares; 2025Q2: 131,583 shares 131,583 $9.93M 1.03% 0 Timeline IEF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,414 shares 89,414 $8.56M 0.88% new 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: 5,873 shares; 2024Q4: 19,709 shares; 2025Q1: 251,476 shares; 2025Q2: 139,445 shares 139,445 $6.9M 0.71% -112,031 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: 119,877 shares; 2024Q4: 380,741 shares; 2025Q1: 340,678 shares; 2025Q2: 116,645 shares 116,645 $6.65M 0.69% -224,033 Timeline IWO 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: not reported; 2024Q4: not reported; 2025Q1: 35,966 shares; 2025Q2: 17,784 shares 17,784 $5.08M 0.53% -18,182 Timeline ACWX 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: 11,650 shares; 2024Q4: 22,865 shares; 2025Q1: 14,095 shares; 2025Q2: 36,289 shares 36,289 $2.21M 0.23% +22,194 Timeline VEU 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: 20,627 shares; 2024Q4: 20,958 shares; 2025Q1: 37,477 shares; 2025Q2: 28,010 shares 28,010 $1.88M 0.19% -9,467 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,816 shares; 2024Q4: 11,851 shares; 2025Q1: 11,850 shares; 2025Q2: 2,573 shares 2,573 $1.42M 0.15% -9,277 Timeline ISRA VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,038 shares; 2024Q4: 18,255 shares; 2025Q1: 18,255 shares; 2025Q2: 18,255 shares 18,255 $946K 0.1% 0 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR 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: not reported; 2025Q1: not reported; 2025Q2: 17,134 shares 17,134 $864K 0.09% new Timeline PONY PONY AI INC More: the full row for PONY AI INC 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: not reported; 2025Q1: not reported; 2025Q2: 34,771 shares 34,771 $459K 0.05% new Timeline SUSA 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: 3,247 shares; 2024Q4: 3,342 shares; 2025Q1: 3,485 shares; 2025Q2: 3,418 shares 3,418 $433K 0.04% -67 Timeline EEM 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: 12,480 shares; 2024Q4: 7,800 shares; 2025Q1: 7,453 shares; 2025Q2: 7,525 shares 7,525 $363K 0.04% +72 Timeline EAGG 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: 6,022 shares; 2024Q4: 6,292 shares; 2025Q1: 6,483 shares; 2025Q2: 7,096 shares 7,096 $337K 0.03% +613 Timeline GVI 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: 2,924 shares; 2024Q4: 2,778 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares 2,778 $297K 0.03% 0 Timeline