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: 1,777,105 shares; 2024Q4: 2,139,030 shares; 2025Q1: 1,697,776 shares; 2025Q2: 1,184,392 shares; 2025Q3: 1,570,429 shares; 2025Q4: 1,804,877 shares; 2026Q1: 1,546,858 shares 1,546,858 $924M 45.33% -258,019 Timeline BBJP 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,287,302 shares 3,287,302 $227M 11.11% new Timeline IEFA 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: 389,067 shares; 2024Q4: 689,115 shares; 2025Q1: 2,022,523 shares; 2025Q2: 1,914,445 shares; 2025Q3: 2,000,645 shares; 2025Q4: 2,068,119 shares; 2026Q1: 2,464,211 shares 2,464,211 $223M 10.94% +396,092 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; 2024Q2: restricted; 2024Q3: 844,587 shares; 2024Q4: 779,296 shares; 2025Q1: 790,401 shares; 2025Q2: 726,409 shares; 2025Q3: 689,272 shares; 2025Q4: 626,608 shares; 2026Q1: 645,651 shares 645,651 $207M 10.16% +19,043 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,926 shares; 2024Q4: 583,661 shares; 2025Q1: 616,861 shares; 2025Q2: 552,055 shares; 2025Q3: 603,255 shares; 2025Q4: 636,645 shares; 2026Q1: 2,587,897 shares 2,587,897 $181M 8.85% +1,951,252 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; 2024Q2: restricted; 2024Q3: 561,600 shares; 2024Q4: 561,600 shares; 2025Q1: 561,600 shares; 2025Q2: 561,600 shares; 2025Q3: 412,250 shares; 2025Q4: 412,250 shares; 2026Q1: 412,250 shares 412,250 $52.7M 2.58% 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; 2024Q2: restricted; 2024Q3: 263,800 shares; 2024Q4: 290,699 shares; 2025Q1: 290,699 shares; 2025Q2: 290,699 shares; 2025Q3: 290,699 shares; 2025Q4: 290,699 shares; 2026Q1: 419,069 shares 419,069 $24.8M 1.22% +128,370 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; 2024Q2: restricted; 2024Q3: 66,000 shares; 2024Q4: 73,031 shares; 2025Q1: 73,031 shares; 2025Q2: 73,031 shares; 2025Q3: 73,031 shares; 2025Q4: 73,031 shares; 2026Q1: 100,821 shares 100,821 $24.4M 1.2% +27,790 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; 2024Q2: restricted; 2024Q3: 524,900 shares; 2024Q4: 649,916 shares; 2025Q1: 649,916 shares; 2025Q2: 649,916 shares; 2025Q3: 649,916 shares; 2025Q4: 649,916 shares; 2026Q1: 949,206 shares 949,206 $23.6M 1.16% +299,290 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; 2024Q2: restricted; 2024Q3: 158,250 shares; 2024Q4: 182,728 shares; 2025Q1: 182,728 shares; 2025Q2: 182,728 shares; 2025Q3: 182,728 shares; 2025Q4: 182,728 shares; 2026Q1: 237,748 shares 237,748 $23.2M 1.14% +55,020 Timeline CRBN 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: 100,650 shares; 2024Q4: 101,821 shares; 2025Q1: 101,821 shares; 2025Q2: 102,661 shares; 2025Q3: 102,661 shares; 2025Q4: 104,151 shares; 2026Q1: 104,151 shares 104,151 $23.2M 1.14% 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; 2024Q2: restricted; 2024Q3: 96,900 shares; 2024Q4: 96,900 shares; 2025Q1: 96,900 shares; 2025Q2: 96,900 shares; 2025Q3: 96,900 shares; 2025Q4: 96,900 shares; 2026Q1: 141,930 shares 141,930 $23.2M 1.14% +45,030 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,910 shares; 2024Q4: 493,909 shares; 2025Q1: 493,909 shares; 2025Q2: 493,909 shares; 2025Q3: 493,909 shares; 2025Q4: 493,909 shares; 2026Q1: 682,339 shares 682,339 $23M 1.13% +188,430 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; 2024Q2: restricted; 2024Q3: 123,070 shares; 2024Q4: 140,688 shares; 2025Q1: 140,688 shares; 2025Q2: 140,688 shares; 2025Q3: 140,688 shares; 2025Q4: 140,688 shares; 2026Q1: 185,368 shares 185,368 $22.6M 1.11% +44,680 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT 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: not reported; 2026Q1: 798,210 shares 798,210 $22.3M 1.09% new 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; 2024Q2: restricted; 2024Q3: 222,200 shares; 2024Q4: 222,200 shares; 2025Q1: 222,200 shares; 2025Q2: 222,200 shares; 2025Q3: 222,200 shares; 2025Q4: 222,200 shares; 2026Q1: 222,200 shares 222,200 $13M 0.64% 0 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: not reported; 2024Q4: 6,565 shares; 2025Q1: 6,237 shares; 2025Q2: 6,747 shares; 2025Q3: 7,110 shares; 2025Q4: 7,345 shares; 2026Q1: 15,666 shares 15,666 $1.56M 0.08% +8,321 Timeline