IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,209 shares; 2024Q4: 694,443 shares; 2025Q1: 702,759 shares; 2025Q2: 571,299 shares; 2025Q3: 540,937 shares; 2025Q4: 856,832 shares 856,832 $76.7M 22.54% +315,895 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819,614 shares; 2024Q4: 861,524 shares; 2025Q1: 865,136 shares; 2025Q2: 690,694 shares; 2025Q3: 756,176 shares; 2025Q4: 790,691 shares 790,691 $44.1M 12.97% +34,515 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,565 shares; 2024Q4: 518,881 shares; 2025Q1: 528,775 shares; 2025Q2: 437,286 shares; 2025Q3: 610,090 shares; 2025Q4: 623,437 shares 623,437 $41.9M 12.32% +13,347 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,786 shares; 2024Q4: 66,105 shares; 2025Q1: 67,006 shares; 2025Q2: 58,096 shares; 2025Q3: 57,990 shares; 2025Q4: 60,793 shares 60,793 $41.6M 12.24% +2,803 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,306 shares; 2024Q4: 483,290 shares; 2025Q1: 497,272 shares; 2025Q2: 393,200 shares; 2025Q3: 411,397 shares; 2025Q4: 430,869 shares 430,869 $41.4M 12.18% +19,472 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 980,751 shares; 2025Q3: 1,020,325 shares; 2025Q4: 1,057,133 shares 1,057,133 $20.7M 6.08% +36,808 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,897 shares; 2024Q4: 222,965 shares; 2025Q1: 230,697 shares; 2025Q2: 192,927 shares; 2025Q3: 190,992 shares; 2025Q4: 231,495 shares 231,495 $15.3M 4.49% +40,503 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,132 shares; 2024Q4: 114,527 shares; 2025Q1: 118,209 shares; 2025Q2: 80,662 shares; 2025Q3: 88,489 shares; 2025Q4: 89,171 shares 89,171 $10.7M 3.15% +682 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,433 shares; 2024Q4: 266,829 shares; 2025Q1: 258,170 shares; 2025Q2: 194,710 shares; 2025Q3: 173,257 shares; 2025Q4: 170,954 shares 170,954 $7.59M 2.23% -2,303 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,433 shares; 2024Q4: 74,601 shares; 2025Q1: 69,148 shares; 2025Q2: 31,304 shares; 2025Q3: 43,311 shares; 2025Q4: 43,427 shares 43,427 $4.65M 1.37% +116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,978 shares; 2024Q4: 294,607 shares; 2025Q1: 261,032 shares; 2025Q2: 191,297 shares; 2025Q3: 172,432 shares; 2025Q4: 169,446 shares 169,446 $4.56M 1.34% -2,986 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,096 shares; 2024Q4: 128,663 shares; 2025Q1: 124,689 shares; 2025Q2: 91,169 shares; 2025Q3: 99,790 shares; 2025Q4: 99,023 shares 99,023 $3.72M 1.09% -767 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,092 shares; 2024Q4: 102,898 shares; 2025Q1: 97,994 shares; 2025Q2: 74,093 shares; 2025Q3: 68,548 shares; 2025Q4: 67,903 shares 67,903 $3.18M 0.93% -645 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,095 shares; 2024Q4: 34,267 shares; 2025Q1: 30,319 shares; 2025Q2: 37,918 shares; 2025Q3: 26,777 shares; 2025Q4: 26,879 shares 26,879 $2.87M 0.84% +102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,121 shares; 2024Q4: 168,046 shares; 2025Q1: 165,463 shares; 2025Q2: 121,606 shares; 2025Q3: 105,270 shares; 2025Q4: 103,931 shares 103,931 $2.73M 0.8% -1,339 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,189 shares; 2024Q4: 54,696 shares; 2025Q1: 54,218 shares; 2025Q2: 93,624 shares; 2025Q3: 92,489 shares; 2025Q4: 92,079 shares 92,079 $2.62M 0.77% -410 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,863 shares; 2024Q4: 118,692 shares; 2025Q1: 106,461 shares; 2025Q2: 58,436 shares; 2025Q3: 55,901 shares; 2025Q4: 55,327 shares 55,327 $2.59M 0.76% -574 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,631 shares; 2024Q4: 161,766 shares; 2025Q1: 115,383 shares; 2025Q2: 79,524 shares; 2025Q3: 74,989 shares; 2025Q4: 74,912 shares 74,912 $1.8M 0.53% -77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 4,377 shares; 2025Q1: 4,263 shares; 2025Q2: 2,512 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $1.57M 0.46% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,748 shares; 2024Q4: 17,744 shares; 2025Q1: 43,564 shares; 2025Q2: 93,547 shares; 2025Q3: 56,908 shares; 2025Q4: 55,983 shares 55,983 $1.48M 0.44% -925 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,425 shares; 2024Q4: 66,430 shares; 2025Q1: 65,978 shares; 2025Q2: 40,835 shares; 2025Q3: 37,578 shares; 2025Q4: 37,554 shares 37,554 $1.23M 0.36% -24 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,713 shares; 2024Q4: 35,325 shares; 2025Q1: 31,434 shares; 2025Q2: 13,524 shares; 2025Q3: 11,743 shares; 2025Q4: 12,020 shares 12,020 $1.15M 0.34% +277 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,034 shares; 2024Q4: 50,406 shares; 2025Q1: 43,005 shares; 2025Q2: 36,410 shares; 2025Q3: 32,860 shares; 2025Q4: 32,589 shares 32,589 $980K 0.29% -271 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,763 shares; 2024Q4: 12,361 shares; 2025Q1: 10,213 shares; 2025Q2: 9,452 shares; 2025Q3: 10,500 shares; 2025Q4: 10,431 shares 10,431 $864K 0.25% -69 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,045 shares; 2025Q1: 3,045 shares; 2025Q2: 1,925 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares 1,620 $627K 0.18% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,366 shares; 2024Q4: 14,994 shares; 2025Q1: 14,252 shares; 2025Q2: 8,835 shares; 2025Q3: 8,750 shares; 2025Q4: 8,761 shares 8,761 $507K 0.15% +11 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 5,441 shares; 2025Q1: 4,930 shares; 2025Q2: 3,998 shares; 2025Q3: 3,987 shares; 2025Q4: 4,114 shares 4,114 $396K 0.12% +127 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 8,392 shares; 2025Q1: 8,464 shares; 2025Q2: 7,212 shares; 2025Q3: 7,160 shares; 2025Q4: 7,112 shares 7,112 $382K 0.11% -48 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,485 shares 4,485 $370K 0.11% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,113 shares; 2025Q1: 1,187 shares; 2025Q2: 1,118 shares; 2025Q3: 1,122 shares; 2025Q4: 1,120 shares 1,120 $325K 0.1% -2 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,358 shares; 2025Q1: 2,534 shares; 2025Q2: 1,684 shares; 2025Q3: 1,934 shares; 2025Q4: 2,280 shares 2,280 $323K 0.09% +346 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 1,835 shares; 2025Q1: 2,065 shares; 2025Q2: 788 shares; 2025Q3: 790 shares; 2025Q4: 788 shares 788 $264K 0.08% -2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 500 shares; 2025Q1: 424 shares; 2025Q2: 522 shares; 2025Q3: 572 shares; 2025Q4: 352 shares 352 $221K 0.06% -220 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares 619 $129K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 366 shares; 2025Q3: 368 shares; 2025Q4: 363 shares 363 $93.7K 0.03% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 3,811 shares; 2025Q3: 3,859 shares; 2025Q4: 3,859 shares 3,859 $81K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 968 shares 968 $76.3K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,674 shares; 2025Q1: 2,881 shares; 2025Q2: 1,616 shares; 2025Q3: 1,507 shares; 2025Q4: 1,214 shares 1,214 $75.9K 0.02% -293 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 944 shares 944 $44.5K 0.01% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 428 shares 428 $41.2K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,495 shares; 2025Q1: 4,495 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 912 shares 912 $41.1K 0.01% 0 Timeline BIV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 515 shares 515 $40.1K 0.01% new Timeline BLV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 493 shares 493 $34.3K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 167 shares; 2025Q1: 182 shares; 2025Q2: 121 shares; 2025Q3: 123 shares; 2025Q4: 126 shares 126 $12.6K <0.01% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares 390 $4.46K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 73 shares; 2025Q4: 73 shares 73 $3.99K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares 5 $413 <0.01% new Timeline