IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 421,536 shares; 2025Q2: 644,035 shares; 2025Q3: 637,931 shares; 2025Q4: 834,406 shares 834,406 $67.7M 20% +196,475 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 107,643 shares; 2025Q1: 11,842 shares; 2025Q2: 83,648 shares; 2025Q3: 82,036 shares; 2025Q4: 79,166 shares 79,166 $48.6M 14.36% -2,870 Timeline QUAL 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: 150,873 shares; 2024Q3: 2,461 shares; 2024Q4: 207,154 shares; 2025Q1: 28,992 shares; 2025Q2: 245,094 shares; 2025Q3: 244,648 shares; 2025Q4: 239,991 shares 239,991 $47.7M 14.08% -4,657 Timeline IWF 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: 73,410 shares; 2024Q3: not reported; 2024Q4: 67,082 shares; 2025Q1: 10,553 shares; 2025Q2: 103,037 shares; 2025Q3: 101,835 shares; 2025Q4: 98,272 shares 98,272 $46.5M 13.74% -3,563 Timeline IQLT 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 973,689 shares; 2025Q3: 967,757 shares; 2025Q4: 942,700 shares 942,700 $42.8M 12.65% -25,057 Timeline VGK 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 653,045 shares; 2025Q2: 335,106 shares; 2025Q3: 328,737 shares; 2025Q4: 322,069 shares 322,069 $26.9M 7.95% -6,668 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: 78,061 shares; 2024Q3: 71,438 shares; 2024Q4: 72,162 shares; 2025Q1: 75,358 shares; 2025Q2: 30,855 shares; 2025Q3: 30,461 shares; 2025Q4: 31,988 shares 31,988 $21.9M 6.47% +1,527 Timeline EWG 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,207,717 shares; 2025Q2: 615,372 shares; 2025Q3: 611,383 shares; 2025Q4: 336,362 shares 336,362 $14.3M 4.22% -275,021 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: not reported; 2024Q3: 393,365 shares; 2024Q4: 395,480 shares; 2025Q1: 36,525 shares; 2025Q2: 31,980 shares; 2025Q3: 31,619 shares; 2025Q4: 32,051 shares 32,051 $3.09M 0.91% +432 Timeline MTUM 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: not reported; 2024Q3: not reported; 2024Q4: 175,177 shares; 2025Q1: 10,577 shares; 2025Q2: 10,707 shares; 2025Q3: 10,775 shares; 2025Q4: 10,874 shares 10,874 $2.72M 0.8% +99 Timeline IWM 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: not reported; 2024Q3: 176,045 shares; 2024Q4: 179,408 shares; 2025Q1: 10,747 shares; 2025Q2: 10,776 shares; 2025Q3: 10,806 shares; 2025Q4: 10,842 shares 10,842 $2.67M 0.79% +36 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,054 shares; 2024Q3: 22,054 shares; 2024Q4: 18,478 shares; 2025Q1: 18,478 shares; 2025Q2: 18,851 shares; 2025Q3: 18,851 shares; 2025Q4: 18,682 shares 18,682 $1.42M 0.42% -169 Timeline EFG 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251,498 shares; 2025Q2: 11,611 shares; 2025Q3: 10,091 shares; 2025Q4: 10,942 shares 10,942 $1.25M 0.37% +851 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478,464 shares; 2025Q2: 18,363 shares; 2025Q3: 15,014 shares; 2025Q4: 15,877 shares 15,877 $1.07M 0.32% +863 Timeline VUSB 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: 11,627 shares; 2024Q3: 11,776 shares; 2024Q4: 11,976 shares; 2025Q1: 12,072 shares; 2025Q2: 12,218 shares; 2025Q3: 12,360 shares; 2025Q4: 12,543 shares 12,543 $625K 0.18% +183 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,470 shares; 2024Q3: 11,622 shares; 2024Q4: 11,758 shares; 2025Q1: 11,880 shares; 2025Q2: 12,009 shares; 2025Q3: 12,137 shares; 2025Q4: 12,255 shares 12,255 $617K 0.18% +118 Timeline TLT 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: 416,882 shares; 2024Q3: 5,696 shares; 2024Q4: 5,750 shares; 2025Q1: 6,040 shares; 2025Q2: 6,197 shares; 2025Q3: 6,309 shares; 2025Q4: 6,465 shares 6,465 $564K 0.17% +156 Timeline IVW 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,753 shares; 2025Q2: 3,390 shares; 2025Q3: 3,634 shares; 2025Q4: 4,161 shares 4,161 $513K 0.15% +527 Timeline SPLV 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: 378,874 shares; 2024Q3: 6,582 shares; 2024Q4: 6,610 shares; 2025Q1: 6,618 shares; 2025Q2: 6,651 shares; 2025Q3: 6,686 shares; 2025Q4: 6,723 shares 6,723 $480K 0.14% +37 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,671 shares; 2025Q2: 6,187 shares; 2025Q3: 6,886 shares; 2025Q4: 7,798 shares 7,798 $474K 0.14% +912 Timeline JPST 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; 2024Q1: restricted; 2024Q2: 8,708 shares; 2024Q3: 8,825 shares; 2024Q4: 8,933 shares; 2025Q1: 9,037 shares; 2025Q2: 9,140 shares; 2025Q3: 9,242 shares; 2025Q4: 9,343 shares 9,343 $473K 0.14% +101 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,197 shares; 2024Q3: 14,197 shares; 2024Q4: 14,197 shares; 2025Q1: 14,197 shares; 2025Q2: 13,997 shares; 2025Q3: 13,997 shares; 2025Q4: 13,997 shares 13,997 $454K 0.13% 0 Timeline EFV 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,684 shares; 2025Q2: 4,936 shares; 2025Q3: 5,432 shares; 2025Q4: 6,309 shares 6,309 $451K 0.13% +877 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; 2024Q1: restricted; 2024Q2: 7,084 shares; 2024Q3: 7,160 shares; 2024Q4: 7,261 shares; 2025Q1: 7,279 shares; 2025Q2: 7,355 shares; 2025Q3: 7,429 shares; 2025Q4: 7,525 shares 7,525 $442K 0.13% +96 Timeline ESGU 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: 3,324 shares; 2024Q3: 3,346 shares; 2024Q4: 3,350 shares; 2025Q1: 3,473 shares; 2025Q2: 3,190 shares; 2025Q3: 3,067 shares; 2025Q4: 2,964 shares 2,964 $442K 0.13% -103 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,578 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,761 shares; 2025Q4: 5,761 shares 5,761 $441K 0.13% 0 Timeline QQQM 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: not reported; 2024Q3: not reported; 2024Q4: 1,283 shares; 2025Q1: 1,285 shares; 2025Q2: 1,559 shares; 2025Q3: 1,726 shares; 2025Q4: 1,728 shares 1,728 $437K 0.13% +2 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: 246,426 shares; 2024Q3: 4,043 shares; 2024Q4: 4,094 shares; 2025Q1: 4,120 shares; 2025Q2: 4,161 shares; 2025Q3: 4,202 shares; 2025Q4: 4,257 shares 4,257 $425K 0.13% +55 Timeline LQD 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: 3,749 shares; 2024Q3: 3,789 shares; 2024Q4: 3,843 shares; 2025Q1: 3,872 shares; 2025Q2: 3,757 shares; 2025Q3: 3,793 shares; 2025Q4: 3,850 shares 3,850 $424K 0.13% +57 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,278 shares; 2024Q3: 7,383 shares; 2024Q4: 7,480 shares; 2025Q1: 7,576 shares; 2025Q2: 7,667 shares; 2025Q3: 7,759 shares; 2025Q4: 7,850 shares 7,850 $389K 0.11% +91 Timeline BIL 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: 6,412 shares; 2024Q3: 4,178 shares; 2024Q4: 4,174 shares; 2025Q1: 4,156 shares; 2025Q2: 4,133 shares; 2025Q3: 4,132 shares; 2025Q4: 4,136 shares 4,136 $378K 0.11% +4 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: 4,456 shares; 2024Q3: 4,456 shares; 2024Q4: 4,525 shares; 2025Q1: 4,344 shares; 2025Q2: 4,420 shares; 2025Q3: 4,420 shares; 2025Q4: 4,502 shares 4,502 $371K 0.11% +82 Timeline IVE 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,223 shares; 2025Q3: 1,191 shares; 2025Q4: 1,351 shares 1,351 $286K 0.08% +160 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 290 shares; 2025Q3: 288 shares; 2025Q4: 2,880 shares 2,880 $270K 0.08% +2,592 Timeline EMXC 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,265 shares 3,265 $237K 0.07% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,074 shares; 2024Q3: 2,103 shares; 2024Q4: 2,130 shares; 2025Q1: 2,156 shares; 2025Q2: 2,181 shares; 2025Q3: 2,206 shares; 2025Q4: 2,231 shares 2,231 $224K 0.07% +25 Timeline SUSC 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: 13,055 shares; 2024Q3: 12,579 shares; 2024Q4: 12,500 shares; 2025Q1: 11,591 shares; 2025Q2: 10,788 shares; 2025Q3: 9,859 shares; 2025Q4: 9,075 shares 9,075 $212K 0.06% -784 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,532 shares; 2025Q4: 3,544 shares 3,544 $210K 0.06% +12 Timeline