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; 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; 2025Q4: 814,345 shares 814,345 $555M 45.1% -29,410 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,395,091 shares; 2025Q4: 3,979,018 shares 3,979,018 $182M 14.82% -416,073 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,071 shares; 2024Q4: 289,874 shares; 2025Q1: 452,652 shares; 2025Q2: 518,042 shares; 2025Q3: 496,559 shares; 2025Q4: 998,747 shares 998,747 $141M 11.48% +502,188 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,132 shares; 2024Q4: 131,334 shares; 2025Q1: 129,032 shares; 2025Q2: 134,121 shares; 2025Q3: 176,756 shares; 2025Q4: 168,431 shares 168,431 $106M 8.58% -8,325 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,585 shares; 2024Q4: 185,653 shares; 2025Q1: 207,265 shares; 2025Q2: 296,732 shares; 2025Q3: 408,843 shares; 2025Q4: 461,324 shares 461,324 $46.1M 3.74% +52,481 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,015 shares; 2025Q3: 221,847 shares; 2025Q4: 217,992 shares 217,992 $41.8M 3.39% -3,855 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,172 shares; 2024Q4: not reported; 2025Q1: 20,269 shares; 2025Q2: 154,078 shares; 2025Q3: 187,422 shares; 2025Q4: 292,159 shares 292,159 $28.1M 2.28% +104,737 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 26,874 shares; 2025Q1: 27,051 shares; 2025Q2: 195,605 shares; 2025Q3: 62,066 shares; 2025Q4: 271,334 shares 271,334 $24M 1.95% +209,268 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,633 shares; 2024Q4: 57,841 shares; 2025Q1: 83,765 shares; 2025Q2: 51,239 shares; 2025Q3: 28,833 shares; 2025Q4: 28,933 shares 28,933 $19.8M 1.61% +100 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,480 shares; 2024Q4: 7,800 shares; 2025Q1: 7,453 shares; 2025Q2: 7,525 shares; 2025Q3: 7,525 shares; 2025Q4: 315,051 shares 315,051 $17.2M 1.4% +307,526 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,877 shares; 2024Q4: 380,741 shares; 2025Q1: 340,678 shares; 2025Q2: 116,645 shares; 2025Q3: 460,061 shares; 2025Q4: 251,474 shares 251,474 $15.7M 1.28% -208,587 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,100 shares; 2024Q4: 244,142 shares; 2025Q1: 244,811 shares; 2025Q2: 245,577 shares; 2025Q3: 153,826 shares; 2025Q4: 154,589 shares 154,589 $10.2M 0.83% +763 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,670 shares; 2024Q4: 137,670 shares; 2025Q1: 131,583 shares; 2025Q2: 131,583 shares; 2025Q3: 122,814 shares; 2025Q4: 120,224 shares 120,224 $9.89M 0.8% -2,590 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,111 shares; 2024Q4: 110,161 shares; 2025Q1: 110,495 shares; 2025Q2: 110,890 shares; 2025Q3: 77,375 shares; 2025Q4: 77,736 shares 77,736 $9.34M 0.76% +361 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,414 shares; 2025Q3: 90,284 shares; 2025Q4: 91,412 shares 91,412 $8.79M 0.71% +1,128 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,131 shares 60,131 $4.79M 0.39% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,650 shares; 2024Q4: 22,865 shares; 2025Q1: 14,095 shares; 2025Q2: 36,289 shares; 2025Q3: 39,276 shares; 2025Q4: 31,648 shares 31,648 $2.12M 0.17% -7,628 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,627 shares; 2024Q4: 20,958 shares; 2025Q1: 37,477 shares; 2025Q2: 28,010 shares; 2025Q3: 28,147 shares; 2025Q4: 28,627 shares 28,627 $2.11M 0.17% +480 Timeline VIA VIA TRANSN INC More: the full row for VIA TRANSN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,922 shares 65,922 $1.91M 0.16% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,816 shares; 2024Q4: 11,851 shares; 2025Q1: 11,850 shares; 2025Q2: 2,573 shares; 2025Q3: 2,585 shares; 2025Q4: 2,592 shares 2,592 $1.59M 0.13% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,038 shares; 2024Q4: 18,255 shares; 2025Q1: 18,255 shares; 2025Q2: 18,255 shares; 2025Q3: 18,255 shares; 2025Q4: 18,518 shares 18,518 $1.09M 0.09% +263 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,342 shares; 2025Q1: 3,485 shares; 2025Q2: 3,418 shares; 2025Q3: 3,669 shares; 2025Q4: 4,683 shares 4,683 $653K 0.05% +1,014 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 19,709 shares; 2025Q1: 251,476 shares; 2025Q2: 139,445 shares; 2025Q3: 15,948 shares; 2025Q4: 9,233 shares 9,233 $496K 0.04% -6,715 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,022 shares; 2024Q4: 6,292 shares; 2025Q1: 6,483 shares; 2025Q2: 7,096 shares; 2025Q3: 7,871 shares; 2025Q4: 10,048 shares 10,048 $481K 0.04% +2,177 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,627 shares 2,627 $250K 0.02% new Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 2,778 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 1,941 shares; 2025Q4: 2,087 shares 2,087 $224K 0.02% +146 Timeline