IWB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,694 shares; 2025Q3: 132,706 shares; 2025Q4: 140,497 shares; 2026Q1: 153,195 shares 153,195 $54.6M 23.96% +12,698 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 456,183 shares; 2025Q1: 499,943 shares; 2025Q2: 685,215 shares; 2025Q3: 711,640 shares; 2025Q4: 765,881 shares; 2026Q1: 825,016 shares 825,016 $30.3M 13.3% +59,135 Timeline DMX DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 432,891 shares; 2025Q3: 477,047 shares; 2025Q4: 539,903 shares; 2026Q1: 558,329 shares 558,329 $28M 12.26% +18,426 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 159,286 shares; 2025Q2: 239,153 shares; 2025Q3: 294,853 shares; 2025Q4: 223,947 shares; 2026Q1: 271,386 shares 271,386 $24.9M 10.91% +47,439 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 371,148 shares; 2025Q1: 388,320 shares; 2025Q2: 523,024 shares; 2025Q3: 539,287 shares; 2025Q4: 564,385 shares; 2026Q1: 573,822 shares 573,822 $20.4M 8.94% +9,437 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,494,873 shares; 2025Q1: 1,653,037 shares; 2025Q2: 281,270 shares; 2025Q3: 276,252 shares; 2025Q4: 272,913 shares; 2026Q1: 246,649 shares 246,649 $9.58M 4.2% -26,264 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 233,487 shares; 2025Q1: 251,211 shares; 2025Q2: 254,889 shares; 2025Q3: 257,084 shares; 2025Q4: 266,474 shares; 2026Q1: 269,104 shares 269,104 $9.3M 4.08% +2,630 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,462 shares; 2025Q3: 158,319 shares; 2025Q4: 180,353 shares; 2026Q1: 189,909 shares 189,909 $8.7M 3.82% +9,556 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153,827 shares; 2025Q1: 173,901 shares; 2025Q2: 174,276 shares; 2025Q3: 175,364 shares; 2025Q4: 180,097 shares; 2026Q1: 184,703 shares 184,703 $6.47M 2.84% +4,606 Timeline XLU 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,098 shares; 2025Q3: 61,299 shares; 2025Q4: 138,098 shares; 2026Q1: 138,751 shares 138,751 $6.37M 2.79% +653 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,587 shares; 2025Q1: 1,456 shares; 2025Q2: 19,254 shares; 2025Q3: 20,930 shares; 2025Q4: 24,644 shares; 2026Q1: 24,654 shares 24,654 $5.54M 2.43% +10 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,917 shares; 2025Q1: 127,268 shares; 2025Q2: 32,200 shares; 2025Q3: 30,685 shares; 2025Q4: 30,497 shares; 2026Q1: 28,088 shares 28,088 $4.16M 1.82% -2,409 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,677 shares; 2025Q1: 48,855 shares; 2025Q2: 56,170 shares; 2025Q3: 62,196 shares; 2025Q4: 69,059 shares; 2026Q1: 67,814 shares 67,814 $3.58M 1.57% -1,245 Timeline INDA 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: restricted; 2024Q4: 50,312 shares; 2025Q1: 57,487 shares; 2025Q2: 56,766 shares; 2025Q3: 59,368 shares; 2025Q4: 65,782 shares; 2026Q1: 76,342 shares 76,342 $3.58M 1.57% +10,560 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 487,246 shares; 2025Q1: 525,264 shares; 2025Q2: 62,336 shares; 2025Q3: 59,792 shares; 2025Q4: 59,099 shares; 2026Q1: 51,059 shares 51,059 $2.44M 1.07% -8,040 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,492 shares; 2025Q1: 24,015 shares; 2025Q2: 35,497 shares; 2025Q3: 36,996 shares; 2025Q4: 46,749 shares; 2026Q1: 62,389 shares 62,389 $2.4M 1.05% +15,640 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,507 shares; 2025Q1: 3,558 shares; 2025Q2: 3,465 shares; 2025Q3: 3,467 shares; 2025Q4: 3,460 shares; 2026Q1: 3,463 shares 3,463 $2.25M 0.99% +3 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181,009 shares; 2025Q1: 193,789 shares; 2025Q2: 26,202 shares; 2025Q3: 24,893 shares; 2025Q4: 24,242 shares; 2026Q1: 19,457 shares 19,457 $821K 0.36% -4,785 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,006 shares; 2025Q1: 2,859 shares; 2025Q2: 2,655 shares; 2025Q3: 2,648 shares; 2025Q4: 2,648 shares; 2026Q1: 2,778 shares 2,778 $484K 0.21% +130 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,395 shares; 2025Q1: 1,547 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,456 shares; 2026Q1: 1,698 shares 1,698 $431K 0.19% +242 Timeline EFV 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: restricted; 2024Q4: 6,397 shares; 2025Q1: 5,755 shares; 2025Q2: 5,755 shares; 2025Q3: 5,755 shares; 2025Q4: 5,755 shares; 2026Q1: 5,755 shares 5,755 $428K 0.19% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,471 shares; 2025Q4: 11,471 shares; 2026Q1: 14,116 shares 14,116 $362K 0.16% +2,645 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,432 shares; 2025Q1: 7,479 shares; 2025Q2: 8,043 shares; 2025Q3: 6,590 shares; 2025Q4: 6,709 shares; 2026Q1: 4,884 shares 4,884 $360K 0.16% -1,825 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,798 shares; 2025Q4: 3,798 shares; 2026Q1: 6,217 shares 6,217 $336K 0.15% +2,419 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,179 shares 4,179 $328K 0.14% new Timeline VBR 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: restricted; 2024Q4: 1,678 shares; 2025Q1: 1,678 shares; 2025Q2: 1,495 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares 1,323 $287K 0.13% 0 Timeline VGIT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,393 shares 4,393 $262K 0.11% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,688 shares 9,688 $258K 0.11% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,130 shares 10,130 $251K 0.11% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,492 shares 2,492 $220K 0.1% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,736 shares; 2025Q4: 2,744 shares; 2026Q1: 2,853 shares 2,853 $218K 0.1% +109 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 884 shares; 2026Q1: 989 shares 989 $206K 0.09% +105 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,192 shares 5,192 $205K 0.09% new Timeline