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; 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; 2026Q1: 559,878 shares 559,878 $364M 35.18% -254,467 Timeline GUNR 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: 4,395,091 shares; 2025Q4: 3,979,018 shares; 2026Q1: 4,024,367 shares 4,024,367 $222M 21.45% +45,349 Timeline ACWI 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: 142,071 shares; 2024Q4: 289,874 shares; 2025Q1: 452,652 shares; 2025Q2: 518,042 shares; 2025Q3: 496,559 shares; 2025Q4: 998,747 shares; 2026Q1: 884,511 shares 884,511 $122M 11.83% -114,236 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; 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; 2026Q1: 193,200 shares 193,200 $115M 11.16% +24,769 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: 165,585 shares; 2024Q4: 185,653 shares; 2025Q1: 207,265 shares; 2025Q2: 296,732 shares; 2025Q3: 408,843 shares; 2025Q4: 461,324 shares; 2026Q1: 533,732 shares 533,732 $53M 5.12% +72,408 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; 2024Q2: restricted; 2024Q3: 57,145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,015 shares; 2025Q3: 221,847 shares; 2025Q4: 217,992 shares; 2026Q1: 162,398 shares 162,398 $31.2M 3.01% -55,594 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: 2,518 shares; 2024Q4: 26,874 shares; 2025Q1: 27,051 shares; 2025Q2: 195,605 shares; 2025Q3: 62,066 shares; 2025Q4: 271,334 shares; 2026Q1: 266,709 shares 266,709 $23.7M 2.29% -4,625 Timeline 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: 57,633 shares; 2024Q4: 57,841 shares; 2025Q1: 83,765 shares; 2025Q2: 51,239 shares; 2025Q3: 28,833 shares; 2025Q4: 28,933 shares; 2026Q1: 32,291 shares 32,291 $21.1M 2.04% +3,358 Timeline EEM 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: 12,480 shares; 2024Q4: 7,800 shares; 2025Q1: 7,453 shares; 2025Q2: 7,525 shares; 2025Q3: 7,525 shares; 2025Q4: 315,051 shares; 2026Q1: 315,051 shares 315,051 $17.9M 1.73% 0 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: 243,100 shares; 2024Q4: 244,142 shares; 2025Q1: 244,811 shares; 2025Q2: 245,577 shares; 2025Q3: 153,826 shares; 2025Q4: 154,589 shares; 2026Q1: 154,952 shares 154,952 $10.5M 1.01% +363 Timeline IJR 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: 109,111 shares; 2024Q4: 110,161 shares; 2025Q1: 110,495 shares; 2025Q2: 110,890 shares; 2025Q3: 77,375 shares; 2025Q4: 77,736 shares; 2026Q1: 77,859 shares 77,859 $9.68M 0.94% +123 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; 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; 2026Q1: 121,008 shares 121,008 $9.46M 0.91% +784 Timeline IEF 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: 89,414 shares; 2025Q3: 90,284 shares; 2025Q4: 91,412 shares; 2026Q1: 90,719 shares 90,719 $8.66M 0.84% -693 Timeline EFA 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: 103,172 shares; 2024Q4: not reported; 2025Q1: 20,269 shares; 2025Q2: 154,078 shares; 2025Q3: 187,422 shares; 2025Q4: 292,159 shares; 2026Q1: 79,001 shares 79,001 $7.67M 0.74% -213,158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,131 shares; 2026Q1: 60,560 shares 60,560 $4.8M 0.46% +429 Timeline ACWX 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: 11,650 shares; 2024Q4: 22,865 shares; 2025Q1: 14,095 shares; 2025Q2: 36,289 shares; 2025Q3: 39,276 shares; 2025Q4: 31,648 shares; 2026Q1: 53,649 shares 53,649 $3.67M 0.35% +22,001 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; 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; 2026Q1: 28,669 shares 28,669 $2.15M 0.21% +42 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: 119,877 shares; 2024Q4: 380,741 shares; 2025Q1: 340,678 shares; 2025Q2: 116,645 shares; 2025Q3: 460,061 shares; 2025Q4: 251,474 shares; 2026Q1: 32,754 shares 32,754 $2.1M 0.2% -218,720 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; 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; 2026Q1: 2,595 shares 2,595 $1.5M 0.14% +3 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; 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; 2026Q1: 18,518 shares 18,518 $1.12M 0.11% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,922 shares; 2026Q1: 65,922 shares 65,922 $989K 0.1% 0 Timeline SUSA 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: 3,247 shares; 2024Q4: 3,342 shares; 2025Q1: 3,485 shares; 2025Q2: 3,418 shares; 2025Q3: 3,669 shares; 2025Q4: 4,683 shares; 2026Q1: 4,629 shares 4,629 $611K 0.06% -54 Timeline EAGG 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: 6,022 shares; 2024Q4: 6,292 shares; 2025Q1: 6,483 shares; 2025Q2: 7,096 shares; 2025Q3: 7,871 shares; 2025Q4: 10,048 shares; 2026Q1: 10,239 shares 10,239 $487K 0.05% +191 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: 5,873 shares; 2024Q4: 19,709 shares; 2025Q1: 251,476 shares; 2025Q2: 139,445 shares; 2025Q3: 15,948 shares; 2025Q4: 9,233 shares; 2026Q1: 6,035 shares 6,035 $326K 0.03% -3,198 Timeline GVI 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: 2,924 shares; 2024Q4: 2,778 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 1,941 shares; 2025Q4: 2,087 shares; 2026Q1: 2,457 shares 2,457 $262K 0.03% +370 Timeline ESGD 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: 2,627 shares; 2026Q1: 2,587 shares 2,587 $247K 0.02% -40 Timeline