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; 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; 2025Q3: 843,755 shares 843,755 $562M 48.31% -150,957 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,395,091 shares 4,395,091 $192M 16.54% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,132 shares; 2024Q4: 131,334 shares; 2025Q1: 129,032 shares; 2025Q2: 134,121 shares; 2025Q3: 176,756 shares 176,756 $108M 9.3% +42,635 Timeline ACWI 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: 142,071 shares; 2024Q4: 289,874 shares; 2025Q1: 452,652 shares; 2025Q2: 518,042 shares; 2025Q3: 496,559 shares 496,559 $68.6M 5.9% -21,483 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,015 shares; 2025Q3: 221,847 shares 221,847 $42.1M 3.62% +60,832 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: 165,585 shares; 2024Q4: 185,653 shares; 2025Q1: 207,265 shares; 2025Q2: 296,732 shares; 2025Q3: 408,843 shares 408,843 $41M 3.52% +112,111 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257,027 shares 257,027 $30.8M 2.65% new 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: 119,877 shares; 2024Q4: 380,741 shares; 2025Q1: 340,678 shares; 2025Q2: 116,645 shares; 2025Q3: 460,061 shares 460,061 $27.6M 2.37% +343,416 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: 57,633 shares; 2024Q4: 57,841 shares; 2025Q1: 83,765 shares; 2025Q2: 51,239 shares; 2025Q3: 28,833 shares 28,833 $19.3M 1.66% -22,406 Timeline EFA 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: 103,172 shares; 2024Q4: not reported; 2025Q1: 20,269 shares; 2025Q2: 154,078 shares; 2025Q3: 187,422 shares 187,422 $17.5M 1.5% +33,344 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: 243,100 shares; 2024Q4: 244,142 shares; 2025Q1: 244,811 shares; 2025Q2: 245,577 shares; 2025Q3: 153,826 shares 153,826 $10M 0.86% -91,751 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,670 shares; 2024Q4: 137,670 shares; 2025Q1: 131,583 shares; 2025Q2: 131,583 shares; 2025Q3: 122,814 shares 122,814 $9.96M 0.86% -8,769 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: 109,111 shares; 2024Q4: 110,161 shares; 2025Q1: 110,495 shares; 2025Q2: 110,890 shares; 2025Q3: 77,375 shares 77,375 $9.19M 0.79% -33,515 Timeline IEF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,414 shares; 2025Q3: 90,284 shares 90,284 $8.71M 0.75% +870 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: 2,518 shares; 2024Q4: 26,874 shares; 2025Q1: 27,051 shares; 2025Q2: 195,605 shares; 2025Q3: 62,066 shares 62,066 $5.67M 0.49% -133,539 Timeline ACWX 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: 11,650 shares; 2024Q4: 22,865 shares; 2025Q1: 14,095 shares; 2025Q2: 36,289 shares; 2025Q3: 39,276 shares 39,276 $2.55M 0.22% +2,987 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,627 shares; 2024Q4: 20,958 shares; 2025Q1: 37,477 shares; 2025Q2: 28,010 shares; 2025Q3: 28,147 shares 28,147 $2.01M 0.17% +137 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,816 shares; 2024Q4: 11,851 shares; 2025Q1: 11,850 shares; 2025Q2: 2,573 shares; 2025Q3: 2,585 shares 2,585 $1.55M 0.13% +12 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,038 shares; 2024Q4: 18,255 shares; 2025Q1: 18,255 shares; 2025Q2: 18,255 shares; 2025Q3: 18,255 shares 18,255 $997K 0.09% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,134 shares; 2025Q3: 17,134 shares 17,134 $901K 0.08% 0 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: 5,873 shares; 2024Q4: 19,709 shares; 2025Q1: 251,476 shares; 2025Q2: 139,445 shares; 2025Q3: 15,948 shares 15,948 $864K 0.07% -123,497 Timeline SUSA 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: 3,247 shares; 2024Q4: 3,342 shares; 2025Q1: 3,485 shares; 2025Q2: 3,418 shares; 2025Q3: 3,669 shares 3,669 $498K 0.04% +251 Timeline EEM 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: 12,480 shares; 2024Q4: 7,800 shares; 2025Q1: 7,453 shares; 2025Q2: 7,525 shares; 2025Q3: 7,525 shares 7,525 $402K 0.03% 0 Timeline EAGG 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: 6,022 shares; 2024Q4: 6,292 shares; 2025Q1: 6,483 shares; 2025Q2: 7,096 shares; 2025Q3: 7,871 shares 7,871 $378K 0.03% +775 Timeline GVI 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: 2,924 shares; 2024Q4: 2,778 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 1,941 shares 1,941 $209K 0.02% -837 Timeline