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: 624,209 shares; 2024Q4: 694,443 shares; 2025Q1: 702,759 shares; 2025Q2: 571,299 shares; 2025Q3: 540,937 shares; 2025Q4: 856,832 shares; 2026Q1: 860,968 shares 860,968 $77.9M 22.35% +4,136 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; 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; 2026Q1: 809,466 shares 809,466 $44.8M 12.85% +18,775 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: 493,565 shares; 2024Q4: 518,881 shares; 2025Q1: 528,775 shares; 2025Q2: 437,286 shares; 2025Q3: 610,090 shares; 2025Q4: 623,437 shares; 2026Q1: 629,332 shares 629,332 $43.9M 12.59% +5,895 Timeline IVV 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: 69,786 shares; 2024Q4: 66,105 shares; 2025Q1: 67,006 shares; 2025Q2: 58,096 shares; 2025Q3: 57,990 shares; 2025Q4: 60,793 shares; 2026Q1: 65,289 shares 65,289 $42.6M 12.23% +4,496 Timeline IEF 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: 478,306 shares; 2024Q4: 483,290 shares; 2025Q1: 497,272 shares; 2025Q2: 393,200 shares; 2025Q3: 411,397 shares; 2025Q4: 430,869 shares; 2026Q1: 440,202 shares 440,202 $42M 12.05% +9,333 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; 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; 2026Q1: 1,063,868 shares 1,063,868 $20.8M 5.96% +6,735 Timeline IJH 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: 220,897 shares; 2024Q4: 222,965 shares; 2025Q1: 230,697 shares; 2025Q2: 192,927 shares; 2025Q3: 190,992 shares; 2025Q4: 231,495 shares; 2026Q1: 232,917 shares 232,917 $15.7M 4.51% +1,422 Timeline IJR 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: 107,132 shares; 2024Q4: 114,527 shares; 2025Q1: 118,209 shares; 2025Q2: 80,662 shares; 2025Q3: 88,489 shares; 2025Q4: 89,171 shares; 2026Q1: 88,248 shares 88,248 $11M 3.15% -923 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; 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; 2026Q1: 169,460 shares 169,460 $7.74M 2.22% -1,494 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; 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; 2026Q1: 104,821 shares 104,821 $5.05M 1.45% +5,798 Timeline MUB 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: 74,433 shares; 2024Q4: 74,601 shares; 2025Q1: 69,148 shares; 2025Q2: 31,304 shares; 2025Q3: 43,311 shares; 2025Q4: 43,427 shares; 2026Q1: 44,168 shares 44,168 $4.69M 1.34% +741 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; 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; 2026Q1: 163,514 shares 163,514 $4.19M 1.2% -5,932 Timeline SUB 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: 35,095 shares; 2024Q4: 34,267 shares; 2025Q1: 30,319 shares; 2025Q2: 37,918 shares; 2025Q3: 26,777 shares; 2025Q4: 26,879 shares; 2026Q1: 31,612 shares 31,612 $3.37M 0.97% +4,733 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; 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; 2026Q1: 64,858 shares 64,858 $3.04M 0.87% -3,045 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; 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; 2026Q1: 91,987 shares 91,987 $2.67M 0.77% -92 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; 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; 2026Q1: 53,519 shares 53,519 $2.59M 0.74% -1,808 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; 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; 2026Q1: 101,737 shares 101,737 $2.55M 0.73% -2,194 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; 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; 2026Q1: 74,912 shares 74,912 $1.85M 0.53% 0 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; 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; 2026Q1: 2,228 shares 2,228 $1.45M 0.42% -72 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; 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; 2026Q1: 54,995 shares 54,995 $1.45M 0.41% -988 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; 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; 2026Q1: 37,289 shares 37,289 $1.23M 0.35% -265 Timeline EFA 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: 33,713 shares; 2024Q4: 35,325 shares; 2025Q1: 31,434 shares; 2025Q2: 13,524 shares; 2025Q3: 11,743 shares; 2025Q4: 12,020 shares; 2026Q1: 11,946 shares 11,946 $1.16M 0.33% -74 Timeline IDEV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,485 shares; 2026Q1: 13,005 shares 13,005 $1.09M 0.31% +8,520 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; 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; 2026Q1: 32,594 shares 32,594 $1.01M 0.29% +5 Timeline SHY 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: 10,763 shares; 2024Q4: 12,361 shares; 2025Q1: 10,213 shares; 2025Q2: 9,452 shares; 2025Q3: 10,500 shares; 2025Q4: 10,431 shares; 2026Q1: 10,578 shares 10,578 $873K 0.25% +147 Timeline IWV 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: 3,586 shares; 2024Q4: 3,045 shares; 2025Q1: 3,045 shares; 2025Q2: 1,925 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares 1,620 $601K 0.17% 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; 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; 2026Q1: 8,245 shares 8,245 $488K 0.14% -516 Timeline IWR 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: 5,455 shares; 2024Q4: 5,441 shares; 2025Q1: 4,930 shares; 2025Q2: 3,998 shares; 2025Q3: 3,987 shares; 2025Q4: 4,114 shares; 2026Q1: 4,114 shares 4,114 $400K 0.11% 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; 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; 2026Q1: 7,140 shares 7,140 $386K 0.11% +28 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares; 2026Q1: 1,658 shares 1,658 $341K 0.1% +1,039 Timeline ACWI 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: 2,295 shares; 2024Q4: 2,358 shares; 2025Q1: 2,534 shares; 2025Q2: 1,684 shares; 2025Q3: 1,934 shares; 2025Q4: 2,280 shares; 2026Q1: 2,293 shares 2,293 $317K 0.09% +13 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; 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; 2026Q1: 1,069 shares 1,069 $307K 0.09% -51 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: 2,018 shares; 2024Q4: 1,835 shares; 2025Q1: 2,065 shares; 2025Q2: 788 shares; 2025Q3: 790 shares; 2025Q4: 788 shares; 2026Q1: 802 shares 802 $257K 0.07% +14 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; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 500 shares; 2025Q1: 424 shares; 2025Q2: 522 shares; 2025Q3: 572 shares; 2025Q4: 352 shares; 2026Q1: 287 shares 287 $171K 0.05% -65 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 968 shares; 2026Q1: 1,511 shares 1,511 $118K 0.03% +543 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; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 366 shares; 2025Q3: 368 shares; 2025Q4: 363 shares; 2026Q1: 363 shares 363 $95.2K 0.03% 0 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; 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; 2026Q1: 3,859 shares 3,859 $78.8K 0.02% 0 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; 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; 2026Q1: 1,214 shares 1,214 $77.8K 0.02% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 944 shares; 2026Q1: 1,464 shares 1,464 $68.7K 0.02% +520 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 515 shares; 2026Q1: 803 shares 803 $62K 0.02% +288 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 493 shares; 2026Q1: 767 shares 767 $52.8K 0.02% +274 Timeline EMB 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: 428 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 428 shares 428 $40.2K 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; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,495 shares; 2025Q1: 4,495 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 912 shares; 2026Q1: 847 shares 847 $38.8K 0.01% -65 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: 3,490 shares; 2024Q4: 167 shares; 2025Q1: 182 shares; 2025Q2: 121 shares; 2025Q3: 123 shares; 2025Q4: 126 shares; 2026Q1: 117 shares 117 $11.6K <0.01% -9 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; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares 390 $4.52K <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; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $4.15K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $395 <0.01% 0 Timeline