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: 624,209 shares; 2024Q4: 694,443 shares; 2025Q1: 702,759 shares; 2025Q2: 571,299 shares; 2025Q3: 540,937 shares 540,937 $47.2M 15.83% -30,362 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819,614 shares; 2024Q4: 861,524 shares; 2025Q1: 865,136 shares; 2025Q2: 690,694 shares; 2025Q3: 756,176 shares 756,176 $43M 14.41% +65,482 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: 493,565 shares; 2024Q4: 518,881 shares; 2025Q1: 528,775 shares; 2025Q2: 437,286 shares; 2025Q3: 610,090 shares 610,090 $40.2M 13.48% +172,804 Timeline IEF 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: 478,306 shares; 2024Q4: 483,290 shares; 2025Q1: 497,272 shares; 2025Q2: 393,200 shares; 2025Q3: 411,397 shares 411,397 $39.7M 13.3% +18,197 Timeline IVV 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: 69,786 shares; 2024Q4: 66,105 shares; 2025Q1: 67,006 shares; 2025Q2: 58,096 shares; 2025Q3: 57,990 shares 57,990 $38.8M 13.01% -106 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 980,751 shares; 2025Q3: 1,020,325 shares 1,020,325 $20M 6.69% +39,574 Timeline IJH 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: 220,897 shares; 2024Q4: 222,965 shares; 2025Q1: 230,697 shares; 2025Q2: 192,927 shares; 2025Q3: 190,992 shares 190,992 $12.5M 4.18% -1,935 Timeline IJR 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: 107,132 shares; 2024Q4: 114,527 shares; 2025Q1: 118,209 shares; 2025Q2: 80,662 shares; 2025Q3: 88,489 shares 88,489 $10.5M 3.52% +7,827 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,433 shares; 2024Q4: 266,829 shares; 2025Q1: 258,170 shares; 2025Q2: 194,710 shares; 2025Q3: 173,257 shares 173,257 $7.41M 2.48% -21,453 Timeline MUB 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: 74,433 shares; 2024Q4: 74,601 shares; 2025Q1: 69,148 shares; 2025Q2: 31,304 shares; 2025Q3: 43,311 shares 43,311 $4.61M 1.55% +12,007 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,978 shares; 2024Q4: 294,607 shares; 2025Q1: 261,032 shares; 2025Q2: 191,297 shares; 2025Q3: 172,432 shares 172,432 $4.54M 1.52% -18,865 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,096 shares; 2024Q4: 128,663 shares; 2025Q1: 124,689 shares; 2025Q2: 91,169 shares; 2025Q3: 99,790 shares 99,790 $3.54M 1.19% +8,621 Timeline SPEM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,092 shares; 2024Q4: 102,898 shares; 2025Q1: 97,994 shares; 2025Q2: 74,093 shares; 2025Q3: 68,548 shares 68,548 $3.21M 1.08% -5,545 Timeline SUB 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: 35,095 shares; 2024Q4: 34,267 shares; 2025Q1: 30,319 shares; 2025Q2: 37,918 shares; 2025Q3: 26,777 shares 26,777 $2.86M 0.96% -11,141 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,121 shares; 2024Q4: 168,046 shares; 2025Q1: 165,463 shares; 2025Q2: 121,606 shares; 2025Q3: 105,270 shares 105,270 $2.71M 0.91% -16,336 Timeline SPSM 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: 128,863 shares; 2024Q4: 118,692 shares; 2025Q1: 106,461 shares; 2025Q2: 58,436 shares; 2025Q3: 55,901 shares 55,901 $2.59M 0.87% -2,535 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,189 shares; 2024Q4: 54,696 shares; 2025Q1: 54,218 shares; 2025Q2: 93,624 shares; 2025Q3: 92,489 shares 92,489 $2.58M 0.86% -1,135 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,631 shares; 2024Q4: 161,766 shares; 2025Q1: 115,383 shares; 2025Q2: 79,524 shares; 2025Q3: 74,989 shares 74,989 $1.75M 0.59% -4,535 Timeline SPTL 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: 26,748 shares; 2024Q4: 17,744 shares; 2025Q1: 43,564 shares; 2025Q2: 93,547 shares; 2025Q3: 56,908 shares 56,908 $1.53M 0.51% -36,639 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 4,377 shares; 2025Q1: 4,263 shares; 2025Q2: 2,512 shares; 2025Q3: 2,300 shares 2,300 $1.53M 0.51% -212 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,425 shares; 2024Q4: 66,430 shares; 2025Q1: 65,978 shares; 2025Q2: 40,835 shares; 2025Q3: 37,578 shares 37,578 $1.25M 0.42% -3,257 Timeline EFA 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: 33,713 shares; 2024Q4: 35,325 shares; 2025Q1: 31,434 shares; 2025Q2: 13,524 shares; 2025Q3: 11,743 shares 11,743 $1.1M 0.37% -1,781 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,034 shares; 2024Q4: 50,406 shares; 2025Q1: 43,005 shares; 2025Q2: 36,410 shares; 2025Q3: 32,860 shares 32,860 $974K 0.33% -3,550 Timeline SHY 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: 10,763 shares; 2024Q4: 12,361 shares; 2025Q1: 10,213 shares; 2025Q2: 9,452 shares; 2025Q3: 10,500 shares 10,500 $871K 0.29% +1,048 Timeline IWV 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: 3,586 shares; 2024Q4: 3,045 shares; 2025Q1: 3,045 shares; 2025Q2: 1,925 shares; 2025Q3: 1,620 shares 1,620 $614K 0.21% -305 Timeline SPMD 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: 17,366 shares; 2024Q4: 14,994 shares; 2025Q1: 14,252 shares; 2025Q2: 8,835 shares; 2025Q3: 8,750 shares 8,750 $500K 0.17% -85 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 8,392 shares; 2025Q1: 8,464 shares; 2025Q2: 7,212 shares; 2025Q3: 7,160 shares 7,160 $388K 0.13% -52 Timeline IWR 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: 5,455 shares; 2024Q4: 5,441 shares; 2025Q1: 4,930 shares; 2025Q2: 3,998 shares; 2025Q3: 3,987 shares 3,987 $385K 0.13% -11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 500 shares; 2025Q1: 424 shares; 2025Q2: 522 shares; 2025Q3: 572 shares 572 $351K 0.12% +50 Timeline VO 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: 1,074 shares; 2024Q4: 1,113 shares; 2025Q1: 1,187 shares; 2025Q2: 1,118 shares; 2025Q3: 1,122 shares 1,122 $330K 0.11% +4 Timeline ACWI 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: 2,295 shares; 2024Q4: 2,358 shares; 2025Q1: 2,534 shares; 2025Q2: 1,684 shares; 2025Q3: 1,934 shares 1,934 $267K 0.09% +250 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: 2,018 shares; 2024Q4: 1,835 shares; 2025Q1: 2,065 shares; 2025Q2: 788 shares; 2025Q3: 790 shares 790 $259K 0.09% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 366 shares; 2025Q3: 368 shares 368 $93.6K 0.03% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,674 shares; 2025Q1: 2,881 shares; 2025Q2: 1,616 shares; 2025Q3: 1,507 shares 1,507 $90.3K 0.03% -109 Timeline BKLN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 3,811 shares; 2025Q3: 3,859 shares 3,859 $80.8K 0.03% +48 Timeline RWO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,495 shares; 2025Q1: 4,495 shares; 2025Q2: 912 shares; 2025Q3: 912 shares 912 $41.7K 0.01% 0 Timeline EMB 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: 428 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 428 shares 428 $40.7K 0.01% 0 Timeline INVESCO BULLETSHARES 2025 CB INVESCO BULLETSHARES 2025 CB More: the full row for INVESCO BULLETSHARES 2025 CB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085,083 shares; 2024Q4: 1,118,912 shares; 2025Q1: 1,140,976 shares; 2025Q2: 14,245 shares; 2025Q3: 1,038 shares 1,038 $21.5K 0.01% -13,207 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: 3,490 shares; 2024Q4: 167 shares; 2025Q1: 182 shares; 2025Q2: 121 shares; 2025Q3: 123 shares 123 $12.3K <0.01% +2 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares 390 $4.95K <0.01% 0 Timeline EEM 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 73 shares 73 $3.9K <0.01% -7 Timeline