IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,694 shares; 2025Q3: 132,706 shares; 2025Q4: 140,497 shares; 2026Q1: 153,195 shares; 2026Q2: 158,526 shares 158,526 $64.9M 24.49% +5,331 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; 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; 2026Q2: 864,360 shares 864,360 $36.1M 13.61% +39,344 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: restricted; 2024Q4: not reported; 2025Q1: 159,286 shares; 2025Q2: 239,153 shares; 2025Q3: 294,853 shares; 2025Q4: 223,947 shares; 2026Q1: 271,386 shares; 2026Q2: 363,706 shares 363,706 $33.3M 12.57% +92,320 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 432,891 shares; 2025Q3: 477,047 shares; 2025Q4: 539,903 shares; 2026Q1: 558,329 shares; 2026Q2: 591,868 shares 591,868 $29.7M 11.22% +33,539 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: 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; 2026Q2: 586,032 shares 586,032 $21.8M 8.24% +12,210 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: 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; 2026Q2: 257,723 shares 257,723 $11.4M 4.31% +11,074 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: 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; 2026Q2: 275,412 shares 275,412 $11.2M 4.22% +6,308 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,462 shares; 2025Q3: 158,319 shares; 2025Q4: 180,353 shares; 2026Q1: 189,909 shares; 2026Q2: 201,663 shares 201,663 $9.19M 3.47% +11,754 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: 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; 2026Q2: 189,323 shares 189,323 $7.34M 2.77% +4,620 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,098 shares; 2025Q3: 61,299 shares; 2025Q4: 138,098 shares; 2026Q1: 138,751 shares; 2026Q2: 146,230 shares 146,230 $6.63M 2.5% +7,479 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; 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; 2026Q2: 25,990 shares 25,990 $5.86M 2.21% +1,336 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; 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; 2026Q2: 28,564 shares 28,564 $4.51M 1.7% +476 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: 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; 2026Q2: 79,531 shares 79,531 $4.3M 1.62% +11,717 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 81,777 shares 81,777 $4.04M 1.52% +5,435 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; 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; 2026Q2: 50,723 shares 50,723 $2.42M 0.91% -336 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: 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; 2026Q2: 2,979 shares 2,979 $2.22M 0.84% -484 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; 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; 2026Q2: 66,816 shares 66,816 $2.22M 0.84% +4,427 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; 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; 2026Q2: 19,640 shares 19,640 $829K 0.31% +183 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: 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; 2026Q2: 3,346 shares 3,346 $670K 0.25% +568 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: 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; 2026Q2: 1,728 shares 1,728 $500K 0.19% +30 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,755 shares 5,755 $441K 0.17% 0 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; 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; 2026Q2: 5,180 shares 5,180 $429K 0.16% +296 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,179 shares; 2026Q2: 5,466 shares 5,466 $426K 0.16% +1,287 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,471 shares; 2025Q4: 11,471 shares; 2026Q1: 14,116 shares; 2026Q2: 14,116 shares 14,116 $415K 0.16% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,798 shares; 2025Q4: 3,798 shares; 2026Q1: 6,217 shares; 2026Q2: 6,217 shares 6,217 $371K 0.14% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,688 shares; 2026Q2: 12,376 shares 12,376 $328K 0.12% +2,688 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; 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; 2026Q2: 1,323 shares 1,323 $321K 0.12% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 996 shares 996 $299K 0.11% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 434 shares 434 $298K 0.11% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,393 shares; 2026Q2: 4,974 shares 4,974 $293K 0.11% +581 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,130 shares; 2026Q2: 10,130 shares 10,130 $281K 0.11% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,157 shares 5,157 $265K 0.1% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 884 shares; 2026Q1: 989 shares; 2026Q2: 1,109 shares 1,109 $264K 0.1% +120 Timeline VTI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 687 shares 687 $254K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,736 shares; 2025Q4: 2,744 shares; 2026Q1: 2,853 shares; 2026Q2: 2,860 shares 2,860 $251K 0.09% +7 Timeline VGLT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,990 shares 3,990 $220K 0.08% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 447 shares; 2026Q1: not reported; 2026Q2: 515 shares 515 $217K 0.08% new Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,856 shares 12,856 $214K 0.08% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 861 shares 861 $204K 0.08% new Timeline