DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,443,077 shares; 2024Q4: 1,359,855 shares; 2025Q1: 1,356,105 shares; 2025Q2: 1,587,713 shares; 2025Q3: 1,457,467 shares; 2025Q4: 1,380,264 shares; 2026Q1: 1,185,914 shares; 2026Q2: 1,124,058 shares 1,124,058 $46.9M 13.06% -61,856 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,861 shares; 2024Q4: 304,414 shares; 2025Q1: 298,596 shares; 2025Q2: 665,448 shares; 2025Q3: 625,142 shares; 2025Q4: 581,454 shares; 2026Q1: 512,578 shares; 2026Q2: 486,503 shares 486,503 $39.9M 11.1% -26,075 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901,035 shares; 2024Q4: 898,067 shares; 2025Q1: 888,675 shares; 2025Q2: 1,022,873 shares; 2025Q3: 993,169 shares; 2025Q4: 937,782 shares; 2026Q1: 872,760 shares; 2026Q2: 875,410 shares 875,410 $32.6M 9.08% +2,650 Timeline VTV 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: 242,577 shares; 2024Q4: 232,557 shares; 2025Q1: 234,609 shares; 2025Q2: 176,275 shares; 2025Q3: 168,283 shares; 2025Q4: 159,320 shares; 2026Q1: 151,572 shares; 2026Q2: 148,914 shares 148,914 $32.5M 9.04% -2,658 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,534 shares; 2024Q4: 311,552 shares; 2025Q1: 312,115 shares; 2025Q2: 325,994 shares; 2025Q3: 312,547 shares; 2025Q4: 301,519 shares; 2026Q1: 294,048 shares; 2026Q2: 284,274 shares 284,274 $21.5M 6% -9,774 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 683,109 shares; 2024Q4: 687,078 shares; 2025Q1: 682,072 shares; 2025Q2: 624,910 shares; 2025Q3: 602,517 shares; 2025Q4: 542,295 shares; 2026Q1: 515,358 shares; 2026Q2: 478,127 shares 478,127 $19.2M 5.35% -37,231 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,579 shares; 2024Q4: 269,967 shares; 2025Q1: 269,544 shares; 2025Q2: 259,414 shares; 2025Q3: 241,468 shares; 2025Q4: 226,992 shares; 2026Q1: 205,183 shares; 2026Q2: 209,678 shares 209,678 $15.8M 4.39% +4,495 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 839,294 shares; 2024Q4: 836,211 shares; 2025Q1: 825,713 shares; 2025Q2: 364,176 shares; 2025Q3: 363,001 shares; 2025Q4: 339,831 shares; 2026Q1: 325,506 shares; 2026Q2: 310,737 shares 310,737 $13M 3.62% -14,769 Timeline REET 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: 469,145 shares; 2026Q2: 446,830 shares 446,830 $12.3M 3.44% -22,315 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,230 shares; 2024Q4: 165,126 shares; 2025Q1: 165,365 shares; 2025Q2: 194,578 shares; 2025Q3: 175,287 shares; 2025Q4: 166,300 shares; 2026Q1: 161,226 shares; 2026Q2: 143,871 shares 143,871 $10.6M 2.94% -17,355 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,080 shares; 2024Q4: 293,912 shares; 2025Q1: 294,261 shares; 2025Q2: 340,643 shares; 2025Q3: 316,121 shares; 2025Q4: 306,518 shares; 2026Q1: 288,196 shares; 2026Q2: 270,084 shares 270,084 $10.5M 2.92% -18,112 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,524 shares; 2024Q4: 429,399 shares; 2025Q1: 427,358 shares; 2025Q2: 403,824 shares; 2025Q3: 390,016 shares; 2025Q4: 351,153 shares; 2026Q1: 257,431 shares; 2026Q2: 227,828 shares 227,828 $9.72M 2.71% -29,603 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,868 shares; 2024Q4: 187,923 shares; 2025Q1: 185,478 shares; 2025Q2: 171,931 shares; 2025Q3: 102,550 shares; 2025Q4: 88,476 shares; 2026Q1: 102,180 shares; 2026Q2: 102,805 shares 102,805 $9.48M 2.64% +625 Timeline LNGX GLOBAL X FDS More: the full row for GLOBAL X FDS 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: 161,672 shares; 2026Q2: 147,075 shares 147,075 $5.91M 1.65% -14,597 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,393 shares; 2024Q4: 116,183 shares; 2025Q1: 119,465 shares; 2025Q2: 116,008 shares; 2025Q3: 64,507 shares; 2025Q4: 67,028 shares; 2026Q1: 69,679 shares; 2026Q2: 64,161 shares 64,161 $3.9M 1.09% -5,518 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,685 shares; 2024Q4: 59,206 shares; 2025Q1: 57,263 shares; 2025Q2: 56,550 shares; 2025Q3: 55,428 shares; 2025Q4: 55,227 shares; 2026Q1: 54,391 shares; 2026Q2: 53,524 shares 53,524 $3.74M 1.04% -867 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,713 shares; 2024Q4: 50,027 shares; 2025Q1: 48,454 shares; 2025Q2: 47,770 shares; 2025Q3: 46,762 shares; 2025Q4: 46,549 shares; 2026Q1: 45,855 shares; 2026Q2: 45,114 shares 45,114 $3.71M 1.03% -741 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,266 shares; 2024Q4: 116,447 shares; 2025Q1: 114,846 shares; 2025Q2: 107,436 shares; 2025Q3: 74,265 shares; 2025Q4: 64,291 shares; 2026Q1: 73,841 shares; 2026Q2: 74,496 shares 74,496 $3.24M 0.9% +655 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,472 shares; 2024Q4: 186,501 shares; 2025Q1: 183,771 shares; 2025Q2: 171,698 shares; 2025Q3: 117,125 shares; 2025Q4: 100,969 shares; 2026Q1: 115,774 shares; 2026Q2: 116,394 shares 116,394 $3.12M 0.87% +620 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,045 shares; 2024Q4: 113,514 shares; 2025Q1: 110,508 shares; 2025Q2: 132,899 shares; 2025Q3: 24,866 shares; 2025Q4: 25,546 shares; 2026Q1: 25,704 shares; 2026Q2: 22,907 shares 22,907 $2.73M 0.76% -2,797 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,446 shares; 2024Q4: 56,593 shares; 2025Q1: 56,540 shares; 2025Q2: 57,377 shares; 2025Q3: 54,837 shares; 2025Q4: 56,492 shares; 2026Q1: 60,073 shares; 2026Q2: 60,822 shares 60,822 $2.7M 0.75% +749 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,075 shares; 2024Q4: 49,209 shares; 2025Q1: 49,391 shares; 2025Q2: 53,235 shares; 2025Q3: 10,861 shares; 2025Q4: 8,771 shares; 2026Q1: 8,832 shares; 2026Q2: 8,990 shares 8,990 $2.6M 0.72% +158 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; 2024Q3: 4,068 shares; 2024Q4: 4,017 shares; 2025Q1: 4,088 shares; 2025Q2: 4,432 shares; 2025Q3: 3,538 shares; 2025Q4: 3,500 shares; 2026Q1: 3,513 shares; 2026Q2: 3,440 shares 3,440 $2.36M 0.66% -73 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,906 shares; 2024Q4: 61,613 shares; 2025Q1: 60,663 shares; 2025Q2: 61,760 shares; 2025Q3: 43,352 shares; 2025Q4: 43,312 shares; 2026Q1: 42,476 shares; 2026Q2: 42,025 shares 42,025 $2.27M 0.63% -451 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,959 shares; 2024Q4: 62,380 shares; 2025Q1: 60,432 shares; 2025Q2: 56,994 shares; 2025Q3: 31,593 shares; 2025Q4: 31,507 shares; 2026Q1: 31,497 shares; 2026Q2: 29,857 shares 29,857 $2.24M 0.62% -1,640 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,515 shares; 2024Q4: 132,374 shares; 2025Q1: 128,043 shares; 2025Q2: 119,800 shares; 2025Q3: 62,484 shares; 2025Q4: 62,470 shares; 2026Q1: 62,821 shares; 2026Q2: 63,929 shares 63,929 $2.18M 0.61% +1,108 Timeline VONV 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: 26,082 shares; 2024Q4: 25,986 shares; 2025Q1: 111,135 shares; 2025Q2: 95,635 shares; 2025Q3: 16,590 shares; 2025Q4: 16,463 shares; 2026Q1: 17,440 shares; 2026Q2: 15,576 shares 15,576 $1.66M 0.46% -1,864 Timeline BSV 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: 26,104 shares; 2024Q4: 26,002 shares; 2025Q1: 28,925 shares; 2025Q2: 31,873 shares; 2025Q3: 22,001 shares; 2025Q4: 22,198 shares; 2026Q1: 21,126 shares; 2026Q2: 20,967 shares 20,967 $1.63M 0.45% -159 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,968 shares; 2024Q4: 65,618 shares; 2025Q1: 64,283 shares; 2025Q2: 60,442 shares; 2025Q3: 36,598 shares; 2025Q4: 29,569 shares; 2026Q1: 30,729 shares; 2026Q2: 30,734 shares 30,734 $1.56M 0.43% +5 Timeline 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; 2024Q3: 90,656 shares; 2024Q4: 93,273 shares; 2025Q1: 97,664 shares; 2025Q2: 94,620 shares; 2025Q3: 1,877 shares; 2025Q4: 1,631 shares; 2026Q1: 1,850 shares; 2026Q2: 2,079 shares 2,079 $1.55M 0.43% +229 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST 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: 20,973 shares; 2026Q1: 20,036 shares; 2026Q2: 34,962 shares 34,962 $1.55M 0.43% +14,926 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,708 shares; 2024Q4: 13,734 shares; 2025Q1: 14,158 shares; 2025Q2: 14,259 shares; 2025Q3: 14,354 shares; 2025Q4: 14,479 shares; 2026Q1: 14,558 shares; 2026Q2: 14,309 shares 14,309 $1.44M 0.4% -249 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF 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: 28,646 shares; 2026Q1: 29,918 shares; 2026Q2: 29,906 shares 29,906 $1.37M 0.38% -12 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,678 shares; 2024Q4: 14,866 shares; 2025Q1: 14,838 shares; 2025Q2: 15,112 shares; 2025Q3: 14,044 shares; 2025Q4: 14,087 shares; 2026Q1: 13,877 shares; 2026Q2: 13,952 shares 13,952 $1.14M 0.32% +75 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,953 shares; 2024Q4: 234,121 shares; 2025Q1: 236,874 shares; 2025Q2: 251,018 shares; 2025Q3: 11,723 shares; 2025Q4: 11,993 shares; 2026Q1: 12,007 shares; 2026Q2: 11,589 shares 11,589 $1.12M 0.31% -418 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST 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: 20,627 shares; 2025Q4: 41,887 shares; 2026Q1: 40,391 shares; 2026Q2: 39,972 shares 39,972 $1.11M 0.31% -419 Timeline VONG 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: 38,890 shares; 2024Q4: 69,471 shares; 2025Q1: 65,020 shares; 2025Q2: 102,747 shares; 2025Q3: 8,626 shares; 2025Q4: 8,362 shares; 2026Q1: 8,110 shares; 2026Q2: 7,666 shares 7,666 $980K 0.27% -444 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,903 shares; 2025Q2: 34,554 shares; 2025Q3: 17,502 shares; 2025Q4: 14,546 shares; 2026Q1: 13,898 shares; 2026Q2: 24,599 shares 24,599 $949K 0.26% +10,701 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,248 shares; 2024Q4: 22,889 shares; 2025Q1: 24,227 shares; 2025Q2: 24,700 shares; 2025Q3: 23,932 shares; 2025Q4: 23,906 shares; 2026Q1: 24,049 shares; 2026Q2: 24,387 shares 24,387 $898K 0.25% +338 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: 3,290 shares; 2024Q4: 3,806 shares; 2025Q1: 4,810 shares; 2025Q2: 5,002 shares; 2025Q3: 3,145 shares; 2025Q4: 3,162 shares; 2026Q1: 3,012 shares; 2026Q2: 2,914 shares 2,914 $883K 0.25% -98 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 15,740 shares; 2025Q4: 15,740 shares; 2026Q1: 15,740 shares; 2026Q2: 15,740 shares 15,740 $823K 0.23% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 149,973 shares; 2025Q1: 176,273 shares; 2025Q2: 227,419 shares; 2025Q3: 28,662 shares; 2025Q4: 28,153 shares; 2026Q1: 22,429 shares; 2026Q2: 24,138 shares 24,138 $817K 0.23% +1,709 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,369 shares; 2024Q4: 106,842 shares; 2025Q1: 106,133 shares; 2025Q2: 103,817 shares; 2025Q3: 60,674 shares; 2025Q4: 33,406 shares; 2026Q1: 34,755 shares; 2026Q2: 31,696 shares 31,696 $802K 0.22% -3,059 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,637 shares; 2024Q4: 10,629 shares; 2025Q1: 11,456 shares; 2025Q2: 12,909 shares; 2025Q3: 11,423 shares; 2025Q4: 11,528 shares; 2026Q1: 9,536 shares; 2026Q2: 9,356 shares 9,356 $800K 0.22% -180 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,317 shares; 2024Q4: 19,207 shares; 2025Q1: 16,416 shares; 2025Q2: 15,878 shares; 2025Q3: 8,626 shares; 2025Q4: 8,729 shares; 2026Q1: 8,933 shares; 2026Q2: 6,472 shares 6,472 $771K 0.21% -2,461 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,889 shares; 2024Q4: 23,715 shares; 2025Q1: 20,233 shares; 2025Q2: 20,571 shares; 2025Q3: 9,965 shares; 2025Q4: 10,065 shares; 2026Q1: 10,254 shares; 2026Q2: 7,021 shares 7,021 $766K 0.21% -3,233 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL 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: 2 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.21% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,111 shares; 2024Q4: 8,636 shares; 2025Q1: 9,146 shares; 2025Q2: 5,145 shares; 2025Q3: 2,600 shares; 2025Q4: 3,383 shares; 2026Q1: 3,228 shares; 2026Q2: 5,692 shares 5,692 $684K 0.19% +2,464 Timeline VUG 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: 2,637 shares; 2024Q4: 3,654 shares; 2025Q1: 5,161 shares; 2025Q2: 5,341 shares; 2025Q3: 1,693 shares; 2025Q4: 1,669 shares; 2026Q1: 1,162 shares; 2026Q2: 7,047 shares 7,047 $607K 0.17% +5,885 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST 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: 5,795 shares; 2026Q1: 5,537 shares; 2026Q2: 9,619 shares 9,619 $601K 0.17% +4,082 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,965 shares; 2024Q4: 2,661 shares; 2025Q1: 5,621 shares; 2025Q2: 11,769 shares; 2025Q3: 1,249 shares; 2025Q4: 857 shares; 2026Q1: 531 shares; 2026Q2: 767 shares 767 $574K 0.16% +236 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: 20,707 shares; 2024Q4: 30,622 shares; 2025Q1: 44,781 shares; 2025Q2: 51,901 shares; 2025Q3: 12,252 shares; 2025Q4: 12,167 shares; 2026Q1: 8,060 shares; 2026Q2: 7,739 shares 7,739 $551K 0.15% -321 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,393 shares; 2024Q4: 54,245 shares; 2025Q1: 49,221 shares; 2025Q2: 35,255 shares; 2025Q3: 9,981 shares; 2025Q4: 6,270 shares; 2026Q1: 3,853 shares; 2026Q2: 2,680 shares 2,680 $511K 0.14% -1,173 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 2,543 shares; 2025Q1: 3,208 shares; 2025Q2: 3,791 shares; 2025Q3: 795 shares; 2025Q4: 901 shares; 2026Q1: 835 shares; 2026Q2: 1,465 shares 1,465 $502K 0.14% +630 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: 227,706 shares; 2024Q4: 223,012 shares; 2025Q1: 232,246 shares; 2025Q2: 243,609 shares; 2025Q3: 5,140 shares; 2025Q4: 4,810 shares; 2026Q1: 5,854 shares; 2026Q2: 6,474 shares 6,474 $499K 0.14% +620 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,918 shares; 2024Q4: 21,582 shares; 2025Q1: 24,038 shares; 2025Q2: 23,673 shares; 2025Q3: not reported; 2025Q4: 3,359 shares; 2026Q1: 3,208 shares; 2026Q2: 5,516 shares 5,516 $496K 0.14% +2,308 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST 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: 7,834 shares; 2026Q1: 7,482 shares; 2026Q2: 13,018 shares 13,018 $482K 0.13% +5,536 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST 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: 15,407 shares; 2025Q4: 11,098 shares; 2026Q1: 8,983 shares; 2026Q2: 9,027 shares 9,027 $476K 0.13% +44 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,332 shares; 2024Q4: 11,873 shares; 2025Q1: 16,090 shares; 2025Q2: 14,539 shares; 2025Q3: 9,696 shares; 2025Q4: 4,429 shares; 2026Q1: 4,054 shares; 2026Q2: 4,060 shares 4,060 $475K 0.13% +6 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,054 shares; 2024Q4: 5,074 shares; 2025Q1: 5,048 shares; 2025Q2: 4,962 shares; 2025Q3: 7,040 shares; 2025Q4: 7,030 shares; 2026Q1: 6,652 shares; 2026Q2: 7,009 shares 7,009 $475K 0.13% +357 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: 172,788 shares; 2024Q4: 187,319 shares; 2025Q1: 192,666 shares; 2025Q2: 192,852 shares; 2025Q3: 7,509 shares; 2025Q4: 7,722 shares; 2026Q1: 7,929 shares; 2026Q2: 4,683 shares 4,683 $464K 0.13% -3,246 Timeline KVLE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853,479 shares; 2024Q4: 802,651 shares; 2025Q1: 800,838 shares; 2025Q2: 62,701 shares; 2025Q3: 80,310 shares; 2025Q4: 19,438 shares; 2026Q1: 16,071 shares; 2026Q2: 16,071 shares 16,071 $453K 0.13% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,349 shares; 2024Q4: 26,129 shares; 2025Q1: 30,927 shares; 2025Q2: 29,984 shares; 2025Q3: 8,222 shares; 2025Q4: 8,813 shares; 2026Q1: 8,959 shares; 2026Q2: 8,965 shares 8,965 $452K 0.13% +6 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE 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: 5,532 shares; 2025Q4: 5,516 shares; 2026Q1: 5,366 shares; 2026Q2: 5,308 shares 5,308 $445K 0.12% -58 Timeline GLDM WORLD GOLD TR More: the full row for WORLD 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: 3,582 shares; 2026Q2: 5,539 shares 5,539 $440K 0.12% +1,957 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,675 shares; 2024Q4: 64,927 shares; 2025Q1: 60,163 shares; 2025Q2: 59,743 shares; 2025Q3: 7,678 shares; 2025Q4: 7,866 shares; 2026Q1: 7,788 shares; 2026Q2: 4,621 shares 4,621 $438K 0.12% -3,167 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,081 shares; 2024Q4: 85,295 shares; 2025Q1: 80,584 shares; 2025Q2: 79,701 shares; 2025Q3: 5,565 shares; 2025Q4: 1,944 shares; 2026Q1: 1,751 shares; 2026Q2: 2,051 shares 2,051 $410K 0.11% +300 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,212 shares; 2024Q4: 50,378 shares; 2025Q1: 50,778 shares; 2025Q2: 50,331 shares; 2025Q3: 1,974 shares; 2025Q4: 995 shares; 2026Q1: 1,039 shares; 2026Q2: 1,148 shares 1,148 $410K 0.11% +109 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,393 shares; 2024Q4: 14,811 shares; 2025Q1: 16,820 shares; 2025Q2: 16,281 shares; 2025Q3: 10,287 shares; 2025Q4: 5,216 shares; 2026Q1: 4,363 shares; 2026Q2: 4,602 shares 4,602 $401K 0.11% +239 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,840 shares; 2024Q4: 16,712 shares; 2025Q1: 14,196 shares; 2025Q2: 14,618 shares; 2025Q3: 5,640 shares; 2025Q4: 5,785 shares; 2026Q1: 5,734 shares; 2026Q2: 3,514 shares 3,514 $394K 0.11% -2,220 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,775 shares; 2024Q4: 51,765 shares; 2025Q1: 51,812 shares; 2025Q2: 51,421 shares; 2025Q3: 5,973 shares; 2025Q4: 5,973 shares; 2026Q1: 6,129 shares; 2026Q2: 7,148 shares 7,148 $393K 0.11% +1,019 Timeline VOT 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: 2,861 shares; 2024Q4: 3,101 shares; 2025Q1: 3,742 shares; 2025Q2: 3,889 shares; 2025Q3: 2,539 shares; 2025Q4: 1,430 shares; 2026Q1: 1,099 shares; 2026Q2: 1,227 shares 1,227 $376K 0.1% +128 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST 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: 8,536 shares; 2026Q1: 7,812 shares; 2026Q2: 7,826 shares 7,826 $365K 0.1% +14 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,615 shares; 2024Q4: 197,205 shares; 2025Q1: 191,746 shares; 2025Q2: 164,652 shares; 2025Q3: 26,865 shares; 2025Q4: 11,743 shares; 2026Q1: 8,289 shares; 2026Q2: 6,555 shares 6,555 $351K 0.1% -1,734 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,162 shares; 2024Q4: 5,205 shares; 2025Q1: 4,600 shares; 2025Q2: 5,164 shares; 2025Q3: not reported; 2025Q4: 601 shares; 2026Q1: 926 shares; 2026Q2: 926 shares 926 $339K 0.09% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,472 shares; 2024Q4: 8,985 shares; 2025Q1: 9,452 shares; 2025Q2: 10,657 shares; 2025Q3: 7,486 shares; 2025Q4: 7,706 shares; 2026Q1: 8,099 shares; 2026Q2: 8,201 shares 8,201 $333K 0.09% +102 Timeline VTWG 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: 3,389 shares; 2024Q4: 3,371 shares; 2025Q1: 2,757 shares; 2025Q2: 2,671 shares; 2025Q3: 1,564 shares; 2025Q4: 1,561 shares; 2026Q1: 1,596 shares; 2026Q2: 1,129 shares 1,129 $325K 0.09% -467 Timeline SPHQ 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,590 shares 3,590 $323K 0.09% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,551 shares; 2024Q4: 23,832 shares; 2025Q1: 24,703 shares; 2025Q2: 23,810 shares; 2025Q3: 1,209 shares; 2025Q4: 624 shares; 2026Q1: 739 shares; 2026Q2: 839 shares 839 $313K 0.09% +100 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,249 shares; 2024Q4: 5,997 shares; 2025Q1: 30,086 shares; 2025Q2: 43,339 shares; 2025Q3: 10,512 shares; 2025Q4: 9,719 shares; 2026Q1: 4,980 shares; 2026Q2: 6,780 shares 6,780 $313K 0.09% +1,800 Timeline VTWV 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: 5,525 shares; 2024Q4: 5,480 shares; 2025Q1: 4,555 shares; 2025Q2: 4,655 shares; 2025Q3: 2,369 shares; 2025Q4: 2,370 shares; 2026Q1: 2,412 shares; 2026Q2: 1,596 shares 1,596 $312K 0.09% -816 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,505 shares; 2024Q4: 17,895 shares; 2025Q1: 20,883 shares; 2025Q2: 18,879 shares; 2025Q3: 12,579 shares; 2025Q4: 6,437 shares; 2026Q1: 5,887 shares; 2026Q2: 5,897 shares 5,897 $307K 0.09% +10 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST 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: 11,772 shares; 2026Q2: 11,663 shares 11,663 $303K 0.08% -109 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,884 shares; 2024Q4: 7,243 shares; 2025Q1: 8,203 shares; 2025Q2: 8,505 shares; 2025Q3: 6,622 shares; 2025Q4: 4,906 shares; 2026Q1: 4,077 shares; 2026Q2: 4,474 shares 4,474 $298K 0.08% +397 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,724 shares; 2024Q4: 217,322 shares; 2025Q1: 258,311 shares; 2025Q2: 253,580 shares; 2025Q3: 4,153 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,243 shares 3,243 $297K 0.08% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,770 shares; 2024Q4: 14,379 shares; 2025Q1: 20,084 shares; 2025Q2: 18,590 shares; 2025Q3: 10,725 shares; 2025Q4: 6,309 shares; 2026Q1: 5,666 shares; 2026Q2: 5,284 shares 5,284 $289K 0.08% -382 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS 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: not reported; 2026Q2: 7,110 shares 7,110 $281K 0.08% 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; 2024Q3: 4,228 shares; 2024Q4: 4,588 shares; 2025Q1: 3,140 shares; 2025Q2: 3,173 shares; 2025Q3: 821 shares; 2025Q4: 448 shares; 2026Q1: not reported; 2026Q2: 379 shares 379 $279K 0.08% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,883 shares; 2024Q4: 18,377 shares; 2025Q1: 15,326 shares; 2025Q2: 5,956 shares; 2025Q3: not reported; 2025Q4: 2,596 shares; 2026Q1: 2,869 shares; 2026Q2: 2,849 shares 2,849 $266K 0.07% -20 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,965 shares; 2024Q4: 81,726 shares; 2025Q1: 78,498 shares; 2025Q2: 74,110 shares; 2025Q3: 4,919 shares; 2025Q4: 4,903 shares; 2026Q1: 4,903 shares; 2026Q2: 4,804 shares 4,804 $266K 0.07% -99 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,509 shares; 2024Q4: 10,239 shares; 2025Q1: 11,636 shares; 2025Q2: 10,785 shares; 2025Q3: 6,193 shares; 2025Q4: not reported; 2026Q1: 3,105 shares; 2026Q2: 3,132 shares 3,132 $265K 0.07% +27 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,102 shares; 2024Q4: 6,584 shares; 2025Q1: 13,577 shares; 2025Q2: 13,038 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,254 shares 3,254 $248K 0.07% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,983 shares; 2025Q1: 7,939 shares; 2025Q2: 8,029 shares; 2025Q3: 3,805 shares; 2025Q4: 3,110 shares; 2026Q1: 2,916 shares; 2026Q2: 2,943 shares 2,943 $236K 0.07% +27 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,663 shares; 2024Q4: 5,555 shares; 2025Q1: 11,492 shares; 2025Q2: 13,973 shares; 2025Q3: 3,124 shares; 2025Q4: 2,455 shares; 2026Q1: not reported; 2026Q2: 1,681 shares 1,681 $231K 0.06% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,120 shares; 2024Q4: 46,692 shares; 2025Q1: 45,287 shares; 2025Q2: 43,357 shares; 2025Q3: 9,438 shares; 2025Q4: 4,356 shares; 2026Q1: 4,448 shares; 2026Q2: 4,456 shares 4,456 $227K 0.06% +8 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,065 shares; 2024Q4: 17,467 shares; 2025Q1: 18,094 shares; 2025Q2: 10,332 shares; 2025Q3: 6,530 shares; 2025Q4: 2,124 shares; 2026Q1: 1,452 shares; 2026Q2: 1,221 shares 1,221 $226K 0.06% -231 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: 139,508 shares; 2024Q4: 144,039 shares; 2025Q1: 152,396 shares; 2025Q2: 155,923 shares; 2025Q3: 4,832 shares; 2025Q4: 5,118 shares; 2026Q1: 4,498 shares; 2026Q2: 4,792 shares 4,792 $224K 0.06% +294 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,047 shares; 2024Q4: 15,331 shares; 2025Q1: 18,587 shares; 2025Q2: 19,153 shares; 2025Q3: 10,865 shares; 2025Q4: 5,982 shares; 2026Q1: not reported; 2026Q2: 5,079 shares 5,079 $222K 0.06% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,413 shares; 2024Q4: 9,394 shares; 2025Q1: 20,436 shares; 2025Q2: 26,699 shares; 2025Q3: 6,076 shares; 2025Q4: 5,261 shares; 2026Q1: not reported; 2026Q2: 3,256 shares 3,256 $221K 0.06% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,421 shares; 2024Q4: 36,385 shares; 2025Q1: 37,818 shares; 2025Q2: 36,652 shares; 2025Q3: 1,630 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 904 shares 904 $215K 0.06% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,379 shares; 2025Q2: 7,595 shares; 2025Q3: 4,195 shares; 2025Q4: 3,492 shares; 2026Q1: not reported; 2026Q2: 2,216 shares 2,216 $214K 0.06% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,842 shares; 2024Q4: 230,281 shares; 2025Q1: 238,263 shares; 2025Q2: 236,490 shares; 2025Q3: not reported; 2025Q4: 6,812 shares; 2026Q1: 7,665 shares; 2026Q2: 5,797 shares 5,797 $210K 0.06% -1,868 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: 75,877 shares; 2024Q4: 56,182 shares; 2025Q1: 59,082 shares; 2025Q2: 64,247 shares; 2025Q3: 7,613 shares; 2025Q4: 7,454 shares; 2026Q1: 5,178 shares; 2026Q2: 4,257 shares 4,257 $206K 0.06% -921 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,337 shares; 2024Q4: 25,055 shares; 2025Q1: 25,276 shares; 2025Q2: 23,521 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,098 shares 4,098 $206K 0.06% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,069 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,662 shares 6,662 $206K 0.06% 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; 2024Q3: 15,864 shares; 2024Q4: 20,293 shares; 2025Q1: 25,331 shares; 2025Q2: 28,824 shares; 2025Q3: 5,163 shares; 2025Q4: 5,233 shares; 2026Q1: not reported; 2026Q2: 3,393 shares 3,393 $203K 0.06% new Timeline