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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777,105 shares; 2024Q4: 2,139,030 shares; 2025Q1: 1,697,776 shares; 2025Q2: 1,184,392 shares; 2025Q3: 1,570,429 shares 1,570,429 $962M 59.49% +386,037 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844,587 shares; 2024Q4: 779,296 shares; 2025Q1: 790,401 shares; 2025Q2: 726,409 shares; 2025Q3: 689,272 shares 689,272 $226M 13.99% -37,137 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,067 shares; 2024Q4: 689,115 shares; 2025Q1: 2,022,523 shares; 2025Q2: 1,914,445 shares; 2025Q3: 2,000,645 shares 2,000,645 $175M 10.81% +86,200 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,600 shares; 2024Q4: 561,600 shares; 2025Q1: 561,600 shares; 2025Q2: 561,600 shares; 2025Q3: 412,250 shares 412,250 $41.3M 2.56% -149,350 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,926 shares; 2024Q4: 583,661 shares; 2025Q1: 616,861 shares; 2025Q2: 552,055 shares; 2025Q3: 603,255 shares 603,255 $39.8M 2.46% +51,200 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,650 shares; 2024Q4: 101,821 shares; 2025Q1: 101,821 shares; 2025Q2: 102,661 shares; 2025Q3: 102,661 shares 102,661 $23.3M 1.44% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,070 shares; 2024Q4: 140,688 shares; 2025Q1: 140,688 shares; 2025Q2: 140,688 shares; 2025Q3: 140,688 shares 140,688 $19.7M 1.22% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,000 shares; 2024Q4: 73,031 shares; 2025Q1: 73,031 shares; 2025Q2: 73,031 shares; 2025Q3: 73,031 shares 73,031 $19.5M 1.21% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,250 shares; 2024Q4: 182,728 shares; 2025Q1: 182,728 shares; 2025Q2: 182,728 shares; 2025Q3: 182,728 shares 182,728 $19.5M 1.21% 0 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,900 shares; 2024Q4: 649,916 shares; 2025Q1: 649,916 shares; 2025Q2: 649,916 shares; 2025Q3: 649,916 shares 649,916 $19.1M 1.18% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,800 shares; 2024Q4: 290,699 shares; 2025Q1: 290,699 shares; 2025Q2: 290,699 shares; 2025Q3: 290,699 shares 290,699 $18.8M 1.16% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,900 shares; 2024Q4: 96,900 shares; 2025Q1: 96,900 shares; 2025Q2: 96,900 shares; 2025Q3: 96,900 shares 96,900 $18.7M 1.16% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,910 shares; 2024Q4: 493,909 shares; 2025Q1: 493,909 shares; 2025Q2: 493,909 shares; 2025Q3: 493,909 shares 493,909 $18.4M 1.14% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,200 shares; 2024Q4: 222,200 shares; 2025Q1: 222,200 shares; 2025Q2: 222,200 shares; 2025Q3: 222,200 shares 222,200 $13.1M 0.81% 0 Timeline OPAD OFFERPAD SOLUTIONS INC More: the full row for OFFERPAD SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 521,603 shares 521,603 $2.18M 0.13% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,565 shares; 2025Q1: 6,237 shares; 2025Q2: 6,747 shares; 2025Q3: 7,110 shares 7,110 $713K 0.04% +363 Timeline